Relatórios Apresentados
por Portugal aos Órgãos de Controlo da Aplicação
dos Tratados das Nações Unidas em Matéria
de Direitos Humanos
Second periodic report
: Portugal. 22/07/94. E/1990/6/Add.6.
(State Party Report), Substantive session of 1995
IMPLEMENTATION OF THE INTERNATIONAL
COVENANT ON ECONOMIC, SOCIAL AND CULTURAL RIGHTS, Second periodic
reports submitted by States parties
under articles 16 and 17 of the Covenant, Addendum
*/ The initial reports submitted
by the Government of Portugal concerning rights covered by articles
10 to 12 (E/1980/6/Add.35/Rev.1) and articles 13 to 15 (E/1982/3/Add.27/Rev.1)
were considered by the Sessional Working Group of Governmental
Experts on the Implementation of the International Covenant on
Economic, Social and Cultural Rights at its 1985 session (see
E/1985/WG.1/SR.2 and 4 and E/1985/WG.1/SR.6 and 9).
[17 May 1994]
CONTENTS: Paragraphs
I. General Principles
1 - 27; II. Principle of Non-Discrimination
28 - 53;
III. Implementation of Specific Rights 54 -
967:
Article 6 54 - 236
Article 7 237 - 312
Article 8 313 - 342
Article 9 343 - 467
Article 10 468 - 599
Article 11 600 - 701
Article 12 702 - 735
Article 13 736 - 952
Article 14 953 - 954
Article 15 955 - 967
I. GENERAL PRINCIPLES
1. Portugal is a sovereign State, a State based
on the rule of law in accordance with the principle of independence
and self-determination. As a State based on the rule of law, it
upholds the fundamental rights of the human person, which are embodied
in the Constitution. With regard to Part I of the International
Covenant on Economic, Social and Cultural Rights (right of peoples
to self-determination), attention is drawn to the first articles
of the Portuguese Constitution which, under the heading "Fundamental
principles", proclaim the sovereignty of the Portuguese Republic
based on the dignity of the human person and the will of the people,
the objective of which is to build a free, fair and united society.
2. Article 2 of the Constitution proclaims the
democratic nature of the Portuguese Republic based on the sovereignty
of the people and the plurality of expression and democratic political
organisation and on the guarantee of the exercise of fundamental
rights and freedoms. Sovereignty rests with the people, which exercises
it in accordance with the procedures specified in the Constitution,
and the State is subject to the Constitution and based on democratic
legality. In this connection, the validity of the laws and acts
of the State, the autonomous regions or local authorities depend
on their conformity with the Constitution (art. 3; the supervisory
functions of the Constitutional Court will be dealt with at a later
stage in this report).
3. The organisation of political power is based
on universal suffrage and the political parties representing the
diversity of popular opinion which seek office in national and local
elections as vehicles for the will of the people (art. 116 to 118).
4. The President of the Republic has inter alia
an international competence (the ratification of international agreements
negotiated and concluded by the Government, then approved by the
Parliament); he promulgates laws, possesses the right of veto, and
may raise the question of the constitutionality of a piece of legislation,
as a precautionary measure, with the Constitutional Court (arts.
123 to 139).
5. The Parliament (called in Portuguese the
Assembleia da República) is the supreme legislative organ.
As such, it has exclusive powers (art. 167) and shared powers (art.
168), under which it grants legislative authorization to the Government.
It may also pass a motion of censure against the Government (art.
166) with the effect of terminating the Government's mandate.
6. The Executive - the Government - possesses
the political, legislative and administrative powers specified in
articles 185 and 200 to 202 of the Constitution.
7. The courts represent the judicial power consisting
of the judges and the Attorney-General (art. 205 et seq., art. 221
of the Constitution). An organ working in parallel with the courts
but possessing supervisory rather than judicial powers is the Office
of the Ombudsman, which is responsible for the promotion and protection
of the rights of citizens, with particular reference to the actions
of the public authorities (art. 23 of the Constitution). One of
its powers is to bring before the Constitutional Court the question
of the constitutionality of a legislative act or text.
8. The Constitutional Court, dealt with in articles
207, 223 et seq. and 277, ensures that legislative acts are in conformity
with the Constitution. A court cannot apply a law which it judges
to be in conflict with the Constitution or which one of the parties
to the action has asserted to be in conflict with the Constitution
(art. 207, art. 280); it is mandatory for any decision applying
a law alleged to be in conflict with the Constitution to be referred
to the Constitutional Court (art. 280).
9. The President of the Republic may seek an
opinion on the constitutionality of a law before it is promulgated
(art. 278).
10. Lastly, the Constitutional Court may carry
out a general and in abstracto review of a law already in force
at the request of the President of the Republic, the President of
the Parliament, the Prime Minister, the Ombudsman, the Attorney-General
or one tenth of the members of the Parliament or ministers for the
autonomous regions (art. 281). In all these cases, a declaration
of unconstitutionality shall render the provision in question null
and void and entail the restoration of any provision which may have
been revoked by the unconstitutional provision (art. 282).
11. Article 1 of the Covenant also provides
for promotion of the self-determination of the Trust Territories
of States Parties to the Covenant. As far as Portugal is concerned,
Macao will be integrated with China in 1999, and Timor, legally
under Portuguese administration but militarily occupied by Indonesian
troops, has been the object of many initiatives by the Portuguese
authorities designed to secure self-determination for the Timorese
people.
12. On the subject of the Constitution it is
essential to draw attention to articles 4 and 5 of the Covenant,
according to which States may subject the rights provided by the
Covenant only to such limitations as are necessary for promoting
the general welfare in a democratic society and that such limitations
must be compatible with the nature of these rights, and that States
shall not cease to recognise the existence of a fundamental right
on the pretext that the Covenant does not mention such a right.
13. The Constitution presents a set of general
principles which operate as guidelines for the whole of Portugal's
legal structure; most of these principles embody fundamental rights
and, pursuant to article 18 of the Constitution, they are directly
applicable and binding on public and private bodies and individuals.
14. The Constitution contains three kinds of
principle: general principles; rights, freedoms and guarantees;
and economic, social and cultural rights.
15. Part I, section I, of the Constitution (entitled
"Fundamental rights and duties") states the principle
of universality, according to which all citizens enjoy the rights
and are subject to the duties laid down in the Constitution, and
the principles of equality (art. 13), protection of Portuguese citizens
abroad, equality between citizens and foreign nationals, the statement
and interpretation of fundamental rights in accordance with the
Universal Declaration of Human Rights, and the interpretation of
the general principles; the system for the protection of rights,
freedoms and guarantees is dealt with in the statement of fundamental
rights in section II (art. 17); the provisions of the Constitution
relating to rights, freedoms and guarantees are directly applicable
and binding on public and private bodies and individuals (art. 18).
16. Section I, which sets out several important
general principles such as universality and equality, also describes
the mode of interpretation of the general principles containing
the fundamental rights and covers specific situations which also
provide guarantees for individuals: the limitation of the suspension
of the exercise of the rights, access to justice and the courts,
the right to resist, and the responsibilities of the public authorities
and the Ombudsman.
17. Section II sets out the fundamental rights:
the right to life and personal integrity and other personal rights,
the right to freedom and security, the system for detention without
judicial charge, the application of the criminal law, the limits
on sentences, the remedy of habeas corpus, the guarantees of defence
in criminal proceedings, extradition, the inviolability of the home
and of correspondence, the use of data processing, the right to
found a family and have children, the freedom of expression, the
freedom of the press, the High Authority for the mass media, the
right of reply, the freedom of conscience and religion, the freedom
of cultural creation, the freedom to learn and to teach, to travel
and to emigrate, the freedom to demonstrate and of association,
and the freedom to choose one's occupation.
18. With regard to articles 10 to 20 of the
Covenant, attention is drawn to the right to found a family and
have children, and with regard to articles 13 to 15, to the freedom
of cultural creation and the freedom to learn and to teach. It should
be noted that, since both these matters are dealt with in section
II, the relevant articles of the Covenant are directly applicable
by virtue of the linkage of its articles 17 and 18.
19. In section II, chapter II, the Constitution
sets out the rights and safeguards of political participation. Chapter
III deals with the rights, freedoms and safeguards of workers. Here
attention must be drawn to articles 6 to 9 of the Covenant, concerning
the rights of workers, in particular to the articles referring to
the right to work, trade-union rights and the right to strike. Since
these articles are systematically incorporated in section II of
the Constitution, they too are directly applicable by virtue of
the linkage of articles 17 and 18 mentioned above.
20. However, it is in section III that the Constitution
deals with most of the fundamental rights corresponding to the articles
of the Covenant which are the subject of this report. This section
is excluded from the scope of articles 17 and 18, except for the
fundamental rights analogous to the rights set out in section II.
The same is certainly true of article 58, paragraph 1, of the Constitution,
which states the right to work.
21. There is some correspondence between the
title of section III of the Constitution and the title of the Covenant:
"Economic, social and cultural rights". Section III of
the Constitution is divided into three chapters: economic rights
and duties are dealt with in chapter I and include the right to
work (art. 58) and the rights of workers (art. 59), corresponding
to articles 6 and 7 of the Covenant, while article 8 is reflected
in articles 55, 56 and 57 of section II of the Constitution. Article
9 of the Covenant is reflected in section III, chapter II, article
63, concerning social security.
22. Article 10 of the Covenant, concerning the
protection and assistance which must be accorded to the family,
mothers and children, and prohibiting child labour, is reflected
in articles 67, 68, 69 and 70 (and 71 on disabled persons and 72
on old people, although the provisions of these articles are not
limited to the family).
23. Article 1 of the Covenant, concerning the
provision of an adequate standard of living, including food, clothing
and housing and the right to be free from hunger, stipulates the
obligation of States Parties to guarantee an adequate standard to
living. This adequate standard of living is certainly implicit in
all the fundamental rights embodied in the Constitution and is specifically
stated in part II concerning economic organization: in the words
of article 81 of the Constitution, "promotion of the economic
and social well-being and the quality of life of the people, especially
the most underprivileged classes" is one of the prime duties
of the State. The right to housing is included among the fundamental
rights (part III, art. 65), and the right to food, although certainly
implicit in article 65, is covered by part II, articles 80 and 81,
of the Constitution, concerning economic organization.
24. Article 12 of the Covenant, concerning the
guarantee of the right to health by means of the reduction of infant
mortality, improvement of hygiene, control of diseases and creation
of medical services is reflected in article 64 of the Constitution
(part I, section III, chapter II).
25. Section III, chapter III, contains the articles
corresponding to articles 13 to 15 of the Covenant. The right to
education is stated in general terms in article 73 of the Constitution
and in more specific terms in articles 74 to 77. However, the provision
of education in territories under Portuguese administration (art.
14 of the Covenant) where it might be difficult to guarantee the
right to education, presents a problem only with regard to Timor,
where the situation makes it virtually impossible for the Portuguese
authorities to provide education. Participation in cultural life
(art. 15 of the Covenant) is guaranteed in article 78.
26. It is necessary to review the efforts made
by the Portuguese State in these three areas, bearing in mind the
difficulty of the direct applicability of the Covenant in domestic
law and the need to give actual effect to these rights through action
by the Legislature and the Executive.
27. Before doing so, and in order to indicate
the sequence followed in this report, we must explain what the direct
applicability of the Covenant means in terms of article 8 of the
Constitution. We have already spoken of direct applicability. The
conceptual approaches of the Covenant and the Constitution are close
but not equivalent. The direct applicability of some of the provisions
of the Constitution pursuant to article 18 thereof means that they
may be invoked by private individuals in the national courts. The
direct applicability of a treaty pursuant to article 8, paragraph
2, means its incorporation in the sources of domestic law, without
the requirement of any legislative action, so that the international
treaty is transposed to domestic law. The treaty, duly approved
and ratified, enters into force in domestic law as if it were a
piece of national legislation (without prejudice to the precedence
of the provisions of the treaty over the provisions of domestic
law). The right of private individuals to invoke such provisions
depends on the actual existence of enabling legislation.
II. PRINCIPLE OF NON-DISCRIMINATION
28. The principle of non-discrimination is a
general principle applied in all areas of law. The most sensitive
areas of the application of this principle are equality between
nationals and non-nationals, non-discrimination between men and
women, and non-discrimination, nowadays a less serious legal and
human problem, between children born in and out of wedlock.
29. Article 15 of the Constitution places nationals
and non-nationals on an equal footing. This is reflected throughout
the regulations concerning non-nationals. We will mention here only
section XXV of Act No. 48/90 of 24 August, concerning the National
Health Service (this Act is the basic health law), which provides
that nationals and non-nationals shall enjoy equal benefits, in
conditions of reciprocity, under the National Health Service; Decree-Law
No. 197/77 of 17 May, concerning family allowances; Act No. 63/91
of 13 August, concerning access to higher education; and Order No.
538/89 of 12 July.
30. Membership of the European Community has
reinforced these regulations. The Treaty on European Union, which
entered into force on 1 November 1993, establishes European citizenship,
which has political consequences (election of nationals of the European
Community to organs of local authority and to the European Parliament,
in the State of residence) and diplomatic consequences (protection
of community citizens occupying any diplomatic post in any country
of the Union). Similarly, Community citizens enjoy freedom of movement,
residence, and access to work and services in all member States.
31. The Constitution was revised in 1992 as
part of the process of joining the European Union; this was the
third revision and consisted of adaptation of the text of the Constitution
to the Treaty on European Union, which Portugal approved and ratified
on 30 December 1992.
32. Constitutional Act No. 1/92 of 25 November
reaffirms in the amendments to the text the strength of the principle
of democracy, which already existed domestically but has now been
established as one of Portugal's objectives in international relations
(art. 7 - European identity and democracy) and commits Portugal
to the building of Europe (art. 7 - International relations, new
para. 6: "Portugal may, on conditions of reciprocity, in accordance
with the principle of subsidiarity and with the objective of economic
and social cohesion, agree to the common exercise of the powers
necessary to the European Union"). This is a more permissive
provision allowing for broader delegation of powers by the Parliament
to the Union. The affirmation of the principle of subsidiarity is
designed to ensure that decisions are taken by the closest entity,
i.e. the entity which can take a properly informed decision, and
it is a clear affirmation of respect for regionalism. The goal of
economic and social cohesion is to eliminate imbalances between
the various regions.
33. With regard to foreigners, article 15 of
the Constitution now refers to European citizens, who have an active
and passive electoral capacity in certain cases, to be defined by
legislation, and (new para. 5) who may elect and be elected members
of the European Parliament.
34. Provision is also made for monetary union:
the new wording of article 105 of the Constitution, concerning the
Central Bank, makes clear the independence of the Bank with respect
to the central authorities.
35. According to article 166 of the Constitution,
the Parliament supervises and assesses Portugal's participation
in the process of European construction. According to new article
200, paragraph 1 (i), the Government must provide to the Parliament
timely information about the process of European integration. This
duty corresponds to the parliamentary power referred to above. These
provisions are concerned with the problem of the "democratic
deficit" in the European community, according to which the
national parliaments lose to Europe powers which are exercised,
at the European level, by the Governments in the Council of Ministers
of the Community.
36. Since this revision of the Constitution
to bring it into line with the Treaty interrupted the established
time period for revisions of the Constitution, article 284, paragraph
1, of the Constitution, concerning the timing of revisions, now
provides that the latest revision law for the purposes of the timing
of revisions shall be the latest ordinary-revision law. In other
words, in the five years since 1989 (date of the latest "ordinary"
revision) a revision may take place notwithstanding the intervening
revision for the purposes of the Treaty.
37. The "extraordinary" revision,
in this case Constitutional Act No. 1/92, was permissible because,
pursuant to article 284, paragraph 2, such a revision is always
possible, and the text now refers to an "extraordinary"
revision of the Constitution.
38. The principle of non-discrimination between
men and women is established in the Constitution, initially in the
principle of equality established in article 13, which specifies
three vital areas which the Portuguese State must take into account:
(a) The prohibition of arbitrary treatment in
order to ensure that similar situations receive equal treatment;
(b) The prohibition of discrimination based
on subjective considerations;
(c) The need to treat cases differently if an
inequality of opportunity justifies compensating action.
39. The principle of equality thus has a social
function by justifying the duty to eliminate or reduce social, economic
and cultural inequalities in order to guarantee equality before
the law. The Constitution provides some examples of "positive
discrimination" which may be cited here:
(a) Article 60, paragraph 2 (c), which provides
for "special protection at work for women during pregnancy
and after childbirth, and for minors, disabled persons and those
engaged in particularly arduous activities or working in unhealthy,
poisonous or dangerous conditions";
(b) Article 69, paragraph 2, on children, refers
to the special protection which must be provided for "orphans
and abandoned children (...) against any form of discrimination
or oppression and against abuses of authority in the family and
in institutions".
40. With regard to non-discrimination, article
36 states that everyone has the right to found a family and to marry
on terms of full equality, the spouses having equal rights and duties
in respect of their civil and political capacities and the maintenance
and education of their children; there shall be no discrimination
against children born out of wedlock; and the law and the public
services may not use any discriminatory designations of filiation.
41. Article 59, paragraph 3, concerning the
right to work, states that it is the duty of the State to safeguard
the right to work by guaranteeing equality of opportunity in the
choice of occupation or job, and access to a post, job or profession
shall not be prohibited or limited by reason of sex (subpara. (c)).
42. In addition to the constitutional provisions,
the situation of women is dealt with in international texts which
have varying degrees of validity in Portugal depending on whether
they are treaties (having direct applicability), derived community
law (when the regulations have direct applicability and the directives
are binding on States in respect of their purposes) or resolutions
and recommendations of international bodies setting out guidelines
for conduct in the matter in question.
43. Where the European Community is concerned,
the treaties stipulate certain areas of equality between men and
women, such as the principle of equal remuneration in article 119
of the Treaty establishing the European Community, the direct effect
of which has been recognized by the Court of Justice. The directives
of the Council of Ministers provide for equal remuneration, equality
in access to work, social protection, equality in the exercise of
independent activities including agriculture, and protection of
mothers and children. On 21 May 1991 the Council of Ministers launched
a programme of action for equality of opportunity between men and
women. Several other texts of the European Parliament also refer
to equality between men and women.
44. In 1989 the Council of Europe adopted measures
concerning equality between men and women and the participation
of women in political life (Declaration and Recommendations on the
participation of women in political life and in decision-making
posts adopted at the first and second ministerial conferences on
equality, 1986 and 1989).
45. The United Nations adopted the Convention
on the Elimination of All Forms of Discrimination against Women
and the Convention for the Suppression of the Traffic in Persons
and of the Exploitation of the Prostitution of Others, as well as
programmes on improvement of the status of women up to the year
2000 and resolutions on equality of opportunity in access to work,
health and education (Portugal ratified the first Convention in
1980 and the second in 1991; the programmes and resolutions are
couched in general terms and do not have treaty force).
46. With regard to domestic law, mention must
be made of Acts No. 3/84 of 24 March concerning sex education and
family planning, No. 4/84 of 4 April concerning protection of motherhood
and fatherhood, and No. 6/84 of 11 May concerning legalization of
abortion in certain cases.
47. In 1987 the Military Service Act enabled
women to join the armed forces; by Order No. 777/91 of 8 August
women may volunteer for military service in the air force, by Order
No. 1156/91 of 11 November, in the army, and by Order No. 163/92
of 13 March, in the navy.
48. In 1988 Act. No. 95/88 of 17 August established
the rights of women's associations.
49. In 1990 Decree-Law No. 330/90 of 23 October,
containing the Advertising Code, prohibited advertising which discriminates
on the basis of race or sex.
50. In 1991 Act No. 33/91 of 27 July established
the rights of women's associations and Decree-Law No. 166/91 of
9 May established the Commission on the Equality and Rights of Women.
By Decree-Law No. 451/91 of 4 December this Commission was placed
under the aegis of the Ministry of Labour and Social Security in
order to enhance its effectiveness in the areas for which the Ministry
is responsible. Act No. 61/91 of 3 August provided protection for
women victims of violent crimes.
51. In addition to the legislation on non-discrimination,
there is other evidence of the increased access by women to important
administrative and political posts.
52. Women currently make up 52 per cent of the
electorate, but no woman occupies the post of secretary-general
of a political party. However, women do hold other senior posts
in political parties. The Commission on the Equality and Rights
of Women published in 1992 a list showing the percentages of women
in decision-making posts in the various political parties:
PSD 6.4
PS 8.0
PC 14.2
CDS 12.9
Greens 41.0
PSN 27.4
The percentages for total female membership
of the political parties are of course higher (no figures are available,
but the interesting point is the participation of women as such).
53. As for the civil service, it is sufficient
to say that women occupying the post of senior technician (a civil
servant with a university degree having been admitted to the service
after a probationary period representing the final phase of a competitive
entry examination) account for 50.4 per cent of all civil servants
in this category. The Constitution prohibits discrimination against
children born out of wedlock, and the Civil Code was amended in
1977 to eliminate the category "illegitimate children".
Mention may be made in this connection of the case of the Odivelas
Institute, originally reserved for the legitimate daughters of servicemen.
This reservation of access to the Institute was declared unconstitutional
by the Constitutional Court in its Opinion No. 8/81. No subsequent
decisions in this area have been found.
III. IMPLEMENTATION OF SPECIFIC RIGHTS
Article 6. Legislation
54. The right to work is embodied in article
58 of the Portuguese Constitution, which reads:
"1. Everyone shall have the right to work.
2. The duty to work is inseparable from the
right to work, except for those persons whose capacities have been
diminished by age, sickness or disability.
3. It shall be the duty of the State, by implementing
plans for economic and social policy, to safeguard the right to
work, ensuring:
- (a) The implementation of full-employment policies;
(b) Equality of opportunity in the choice of
occupation or type of work, and prevention of the prohibition or
restriction by reason of sex of access to any post, work or professional
category;
(c) Cultural, technical and vocational training
for workers."
55. This is thus a "programmatic"
constitutional provision which does not grant citizens the immediate
exercise of a right to work but merely imposes on the State, subject
to certain economic and social conditions, the obligation to invest
this right with a meaningful content and to guarantee it. However,
the failure to mention the Legislature for purposes of making the
provisions of article 58 of the Constitution enforceable, may constitute
grounds for a finding of unconstitutionality by omission (Art. 283
of the Constitution).
56. The Constitution also prohibits dismissals
without just cause or for political or ideological reasons (art.
53). This constitutional principle is also reiterated and developed
by the supplementary regulations of Decree-Law No. 64-A/89 of 27
February (arts. 3 and 9), according to which any collective dismissals
shall be subject to certain economic preconditions, the existence
of which may be submitted to the courts for verification (arts.
17 and 25).
57. It is because of this situation that various
pieces of legislation have been drafted with a view to guaranteeing
everyone the full right to work as stipulated in article 58 of the
Portuguese Constitution and in Article 6 of the Covenant and in
the European Social Charter, which was ratified by Presidential
Decree No. 38/91 of 6 August. We may cite the following legislative
texts:
- Decree-Law No. 444/80 of 4 October (general
principles of employment and vocational training);
- Decree-Law No. 445/80 of 4 October (promotion
of employment);
- Decree-Law No. 206/87 of 16 May (employment
policy measures concerning sectoral restructuring);
- Decree-Law No. 392/79 of 20 September (equality
of men and women in work and employment);
- Decree-Law No. 426/88 of 18 November (regulations
on equality of treatment of men and women in employment in the civil
service);
- Decree-Law No. 166/91 of 9 May (establishing
the Commission on the Equality and Rights of Women);
- Decree-Law No. 40/83 of 25 January (the protected
employment scheme);
- Decree-Law No. 194/85 of 24 June (amendments
to Decree-Law No. 40/83 of 25 January on the protected employment
scheme);
- Regulatory Decree No. 37/85 of 24 June (on
application of Decree-Law No. 40/83 of 25 January on the protected
employment scheme);
- Order No. 52/82 of 26 April (introducing a
set of measures to encourage the employment of disabled persons);
- Decree-Law No. 18/89 of 11 January (occupational
support activities for seriously disabled persons);
- Act No. 9/89 of 2 May (prevention, rehabilitation
and integration of disabled persons);
- Decree-Law No. 102/84 of 29 March (vocational
training of young people as apprentices);
- Decree-Law No. 338/85 of 21 August (amendments
to the apprenticeship scheme);
- Decree-Law No. 17-D/86 of 6 February (establishing
a set of rules to stimulate the creation of full-time jobs for young
people);
- Decree-Law No. 165/85 of 16 May (cooperative
vocational training);
- Decree-Law No. 401/91 of 16 October (vocational
training regulations);
- Decree-Law No. 405/91 of 16 October (legal
regulations for vocational training in the framework of the jobs
market);
- Order No. 73/85 of 10 August (employment/training
programmes for young workers);
- Order No. 12/86 of 14 February (provision
of financial assistance for the creation of self-employed jobs for
young people under 25 seeking employment and for the long-term unemployed);
- Act No. 50/88 of 19 April (provision of support
for the integration of young people in working life);
- Order No. 382/88 of 17 June (regulating Act
No. 50/88 of 19 April);
- Resolution of the Council of Ministers No.
19/88 of 17 May (measures to encourage the creative capacity of
young people);
- Order No. 46/86 of 4 June (regulating the
provision of support for local measures of socio-economic promotion
by encouraging job-creation projects);
- Order No. 51/89 of 16 June (amendments to
Order No. 46/86 of 4 June);
- Decree-Law No. 118/87 of 14 March (support
for the creation of self-employed jobs);
- Order No. 37/87 of 6 April (regulating the
provision of financial assistance for the creation of self-employed
jobs);
- Decree-Law No. 20/85 of 17 January (regulating
plans for protection against unemployment);
- Decree-Law No. 64-A/89 of 13 April (regulations
governing termination of work contracts);
- Decree-Law No. 68/79 of 9 October (protection
of workers' representatives against dismissal).
Choice of employment
58. In its chapter on individual rights, freedoms
and guarantees the Portuguese Constitution establishes the principle
of free choice of occupation and the right to enter the civil service.
Article 47 states that:
- "1. Everyone shall have the right to choose freely his
or her occupation or type of work, except for legal restrictions
laid down in the public interest or inherent in his or her own
capacity.
- 2. All citizens shall have the right to enter the civil service
under conditions of equality and freedom, generally through public
competitive examinations."
59. This freedom of choice of occupation can
have a negative dimension, in that no one can be compelled to engage
in a given occupation, and a positive dimension - the possibility
for everyone freely to choose and engage in an occupation for which
he or she meets the conditions and has the necessary qualifications.
As examples of restrictions on this principle, expressly allowed
by article 47, paragraph 1, we may cite the fact that access to
certain occupations or posts is subject to the prior acquisition
of specific qualifications or skills, and the prohibition contained
in article 269, paragraph 4, of the Constitution on the holding
of more than one public post by the same person.
60. The principle of the free choice of occupation
emerges equally clearly in article 230, paragraph (c) of the Constitution,
which prohibits the autonomous regions from restricting "any
occupation or public office to persons born or resident in the region".
61. It has proved necessary with regard to certain
categories of workers to implement specific measures to avoid a
situation in which the mere proclamation of the principle contained
in article 47 may constitute actual discrimination. This is why
the situation of women, young people and disabled persons with regard
to employment and vocational training has received special attention
from the Legislature.
Women
62. Decree-Law No. 392/79 of 20 September, concerning
the right of women to equality in employment, and Decree-Law No.
426/88 of 18 November, establishing the regulations for equal treatment
of men and women in employment in the civil service, lay down the
legal framework for the implementation of the constitutional principle
that sex shall not constitute any limitation on access to any post,
work or professional category (art. 59, para. 3 (b), of the Constitution);
this Decree also creates machinery for the practical implementation
of this principle.
63. With regard to the remuneration status of
civil servants and other State employees, neither Decree-Law No.
352-A/89 of 16 October, which establishes the basic remuneration
structure of careers and categories, nor the other supplementary
regulations, specifically Decree-Law No. 323/89 of 26 September,
concerning revision of the Senior Personnel Statute, and Order No.
904-B/89 of 16 October, establishing the basic rates of remuneration
of civil servants and other employees of public bodies and institutes,
as well as their pensions, subsistence and travel allowances, contain
any provisions of a discriminatory nature; instead, they identify
the professional categories by letter, and all workers, both women
and men, are treated equally in these categories.
64. The traditionally male occupational categories
include, for example, the category of civil service driver, the
regulations for which are contained in Decree-Law No. 381/88 of
28 October. Recruitment to this category is not subject to any condition
based on sex. However, in reality most or perhaps even all drivers
are men.
65. Attention must also be drawn to Decree-Law
No. 498/88 of 30 December, on the "new general regulations
governing recruitment and selection of personnel for the civil service",
which stipulates expressly, in article 5, paragraph (b), the equality
of conditions and opportunity for all candidates (see tables I to
IV). */
66. Despite the existence of legislation on
the principle of equality, the Commission on Equality in Employment
(CITE) has established from the complaints addressed to it that
discrimination still exists in the public services. One of the complaints
made to the Commission was about inequality of functions between
school personnel, alleging that women had a heavier workload.
67. During the period under review, no significant
developments have been noted in the participation of women in the
decision-making process in the corridors of power.
68. In 1989, for example:
- Out of 305 municipal councils, four (1.3%) were chaired by women;
- Out of 209 members of the Parliament, 19 (7.9%) were women;
- For the first time a woman held the office of Vice-President
of the Parliament;
- Out of 56 posts in the eleventh constitutional Government, one
woman was minister (health) and three women secretaries of State
(culture, regional planning and development, and administrative
modernization);
- Of 18 provincial governments, two were headed by women (Guarda
and Setúbal). One woman was a vice-governor of the province
of Porto;
- Three women are currently members of the European Parliament
(PSD, PS and CDU);
- Since July 1989 one woman has been a member of the Constitutional
Court;
- Since 1989 one woman has been a member of the Court of Audit.
69. In 1994:
- Out of 305 municipal councils (data for the elections of 12
December 1993), five (1.6%) were chaired by women;
- Out of 230 members of the Parliament elected on 6 October 1991,
20 (8.7%) were women;
- On 31 December 1993 a woman was appointed to the post of Vice-President
of the Parliament;
- Out of 59 posts in the twelfth constitutional Government, two
women are ministers (education, and environment and natural resources)
and four women are secretaries of State (justice, youth, planning
and regional development, and administrative modernization);
- Out of 51 members of the Regional Assembly of the Azores elected
on 11 October 1992, three (8.7%) were women;
- Out of 57 members of the Regional Assembly of Madeira elected
on 11 October 1992, seven (12.2%) were women;
- There are no women members of the governments of the autonomous
regions of the Azores and Madeira;
- Out of 18 provinces, one - Lisbon - is headed by a woman. A
woman is vice-governor of the province of Porto;
- In February 1994 a second woman took her seat on the Constitutional
Court.
70. Although no statistical data are available
for the years since 1986, there has been a remarkable improvement
in the participation of women in the decision-making procedures
of the civil service, as can be seen from the annexed tables,*/
which also show the gradual ageing of the personnel of the civil
service.
71. Article 276, paragraph 1, of the Portuguese
Constitution states that "the defence of the country shall
be a fundamental right and a fundamental duty of every Portuguese".
Accordingly, article 70 of the Military Service Act regulations,
annexed to Decree-Law No. 463/88 of 15 December, establishes equality
of opportunity, rights and duties between women and men and stipulates
that women may volunteer for active service. This provision also
states that the statutory regulations must safeguard the social
function of mothers.
72. The following are the legal texts which
form the basis for the statutory regulations:
- Order No. 60/90 of 25 January (establishing the conditions under
which women may join the air force);
Order No. 1156/91 of 11 November (stipulating the equality of
all citizens, regardless of sex, with respect to service in the
army);
- Order No. 163/92 of 13 March (establishing that women members
of the navy shall be governed by the same statutory regulations
as are applicable to male personnel in the same category and class).
73. The following are the percentages of women
serving in the armed forces:
Army 3.4
Air force 5.7
Navy 0.8
74. The Commission on Equality in Employment
(CITE) has issued the following Opinions in performance of its functions
with respect to the private sector.
75. Opinion No. 1/89 deals with wage discrimination
on the basis of sex. CITE concluded that wage differentials constituted
discrimination on the grounds of sex and decided to:
(a) Communicate this Opinion to employers so
that they could correct the existing discrimination and to ensure
that the principles of equality in employment and non-discrimination
between men and women are always taken into account in personnel
management matters;
(b) Request the private sector to submit, within
three months, a report on the concrete measures taken to ensure
compliance with the principles of equality in employment and non-discrimination;
(c) Communicate this Opinion to the Inspector-General
of Labour for information and with a view to monitoring developments;
(d) Recommend to the parties which have signed
the relevant collective labour contract to consider the advantages
of adopting in future a contract which provides a more rigorous
delimitation and description of certain functions.
76. CITE requested the private sector to act
on its Opinion and to report on the concrete measures taken to ensure
the application of the principle of equality.
77. It must be stressed that the private sector
has behaved in an exemplary manner. In its report it stated that
it acknowledged the conclusions contained in the Opinion and that
concrete measures would be taken to correct the situation. CITE
welcomed the collaboration offered by the private sector which,
by means of dialogue, has made it possible to reduce the existing
discrimination.
78. The Opinion was approved by a majority.
79. Opinion No. 2/89 dealt with discrimination
in the treatment of working mothers and working fathers with respect
to the provision of benefits, i.e. that working mothers were able
to place their children in an enterprise's nursery, while this right
was denied to working fathers. CITE concluded that such treatment
was discriminatory. The Opinion was approved unanimously.
80. Opinion No. 1/90. The issue here was discrimination
in working conditions on the grounds of sex. CITE concluded that
the employer was behaving in a discriminatory manner. The Opinion
was approved by a majority.
81. In order to make the social partners more
aware of the situation and to study cases of discrimination found
in collective labour contracts, CITE always scrutinizes these contracts.
It has thus emerged that a large percentage of contracts still designate
occupations as female ones in several sectors such as services,
glass, fisheries, hotels, cork, milling and textiles. In addition
to clear direct discrimination, this information also indicates
the existence of indirect discrimination, when women are "pushed"
towards lower-paid jobs.
82. In accordance with its work plan and following
the campaign concluded in 1987, CITE is making a systematic study
of all announcements of situations vacant in the daily and weekly
press, with a view to producing figures for advertisements which
violate the equality regulations and those which comply therewith
(see table V).*/
83. It can be seen from the table that only
the newspaper Expresso and the businesses which advertise in it
comply with the legislation in force, while the Porto Jornal de
Notícias carries the largest number of discriminatory advertisements.
84. Approximately 75 per cent of the advertisements
published in the daily press are discriminatory.
85. For the purposes of research, documentation
and publicizing the problems of women, CITE commissioned a study
on sexual harassment in the workplace, the conclusions and recommendations
of which are annexed to this report.*/ For the purpose of publicizing
the equality regulations, CITE has brought out a book containing
the legislation relating to the civil service and plans to do likewise
with regard to the private sector by publishing a book on the regulations
protecting mothers and fathers. Again for the purpose of research,
CITE established a prize for the best work on the right to equality
of women and men in employment.
86. In its work plan for 1990 the Commission
attached special importance to the handling of complaints, for its
primary task is to consider and give its opinion on all complaints
submitted.
87. According to Decree-Law No. 392/79, mentioned
above, it is the duty of the State to promote, stimulate and coordinate
guidance and occupational training activities for women, giving
priority to girls and women in the age groups 14-19 and 20-24 who
have no qualifications or a school leaver's certificate, as well
as to self-taught women. According to this Decree, the access of
women to vocational training courses should be consistent with the
percentages set each year by the Ministry of Labour. However, experience
has shown that the proportion of women in the total number of students
enrolled in vocational training courses is very low (8.7% in 1982
and 7.7% in 1983); moreover, women make up only a third of the students
taking courses run by the State vocational training centres.
88. It should nevertheless be stressed that,
despite the conceptual division of occupations into male and female,
there are already women training to become, for example, locksmiths,
lathe-operators, carpenters and house painters, occupations which
until recently were reserved for men. At present, some success is
expected from the development projects undertaken by local authorities
with aid from various ministries; several vocational training courses
are being carried out under these projects in areas traditionally
considered suitable for women, such as revival of the local handicrafts
tradition, which had often been maintained through and by women.
89. There is also a trend towards reform of
vocational training programmes to include courses more accessible
to women, but there is a need to adapt the premises of the vocational
training centres to accommodate female trainees.
90. With regard to the availability of jobs,
Decree-Law No. 392/79 stipulates that job advertisements and any
other form of publicity connected with preselection or recruitment
must not contain any direct or indirect restriction, specification
or preference based on sex; recruitment must be effected solely
on the basis of objective criteria except for certain positions
(jobs in the fashion industry, art or showbusiness), when the nature
of the work requires either a man or a woman).
91. Employment centres may not accept or list
any offer of work which discriminates on the ground of sex.
92. Mention must be made of the following principles
embodied in the Decree (in addition to those described in the comments
on articles 7 and 9 of the Covenant):
(a) Guarantee that women workers, on the same
terms as men workers, shall have the right to pursue a career which
will enable them to reach the highest level in the occupation concerned;
women's right to occupy managerial posts and their right to change
careers are also recognized;
(b) Prohibition on employers to dismiss, apply
sanctions or in any other way harm a woman worker by reason of her
complaint of discrimination;
(c) The provisions of collective agreements
establishing occupations and occupational categories reserved specifically
for women or men shall be null and void, and they must be replaced
by provisions covering both sexes.
93. It must be added that Decree-Law No. 392/79
established the Commission on Equality in Employment; this Commission
is made up of representatives of the three parties (Government,
trade-union associations and employers' associations) and its main
tasks are the following:
(a) To recommend to the Ministry of Labour and
Social Security the adoption of legislative, regulatory or administrative
measures to give effect to the principle of equality in employment;
(b) To encourage studies on discrimination against
women in employment;
(c) To publicize the objectives of Decree-Law
No. 392/79, together with cases of violation of its provisions.
Young people
94. The high rate of unemployment among young
people in Portugal has prompted the adoption of legislative measures
designed either to facilitate the employment of young people or
to improve their vocational training and develop their entrepreneurial
spirit. There follows a description of some of these measures, of
an exclusively educational nature, which seek to overcome the lack
of occupational specialization of young people entering the jobs
market.
95. Decree-Law No. 102/84 of 29 March, as amended
by Decree-Law No. 338/85 of 21 August, instituted the apprenticeship
vocational training scheme to facilitate the social and occupational
integration of young people; this scheme offers an alternative for
the thousands of young people who abandon the normal path of education
every year. As a result of this policy, several texts were published
to approve the agreements concluded between the Institute of Employment
and Vocational Training (IEFP) and several occupational associations
with a view to the establishment of vocaational training centres.
These texts include:
- Order No. 361/87 of 30 April approves the
agreement establishing the electronics industry vocational training
centre;
- Order No. 443/87 of 27 May approves the agreement
establishing the clothing industry vocational training centre (CIVEC);
- Order No. 445/87 of 27 May approves the agreement
establishing the mineral water bottling industry vocational training
centre (CINAGUA);
- Order No. 446/87 of 17 May approves the agreement
establishing the food industry vocational training centre (CFPSA);
- Order No. 488/87 of 8 June approves the agreement
establishing the footwear industry vocational training centre (CFPIC);
- Order No 489/87 of 9 June approves the agreement
establishing the fisheries sector vocational training centre (FORPESCAS);
- Order No. 492/87 of 12 June approves the agreement
establishing the vocational training centre for the construction
and public works industry of the southern region (CENFIC);
- Order No. 529/87 of 27 July approves the agreement
establishing the metal-working industry vocational training centre
(CENFIM);
- Order No. 559/87 of 6 July approves the agreement
establishing the vocational training centre for the construction
and public works industry of the northern region;
- Order No. 615 of 17 July approves the agreement
establishing the Beira-Serra inter-enterprise vocational training
centre (INTERBEI);
- Order No. 750/87 of 1 September approves the
agreement establishing the ceramics industry vocational training
centre (CENCAL);
- Order No. 751/87 of 1 September approves the
agreement establishing the information technology vocational training
centre (CESAI);
- Order No. 758/87 of 2 September approves the
agreement establishing the vocational training centre for the cork
industry of the northern region (CINCORN);
- Order No. 764/87 of 3 September approves the
agreement establishing the vocational training centre for office
and commercial workers, services and new technologies (CITEFORMA);
- Order No. 780/87 of 8 September approves the
agreement establishing the agriculture sector vocational training
centre;
- Order No. 925/87 of 4 December approves the
agreement establishing the woodworking and furniture industry vocational
training centre (CEPIMM);
- Order No. 16/88 of 7 January approves the
agreement establishing the automobile repair vocational training
centre (CEPRA);
- Order No. 283/88 of 4 May approves the agreement
establishing the textile industry vocational training centre (CITEX);
- Decree-Law No. 176-B/88 of 18 May establishing
the Maria Cândida Marquess of Sousa Beirão research
and training centre at Veiga da Cunha;
- Order No. 538/88 of 10 August approves the
agreement establishing the vocational training centre for the judicial
system.
These programmes are designed to facilitate
the access of young people to the jobs market by equipping them
with an occupational qualification and offering work experience.
96. In addition to what has been said about
Decree-Law No. 102/84 of 29 March, as amended by Decree-Law No.
338/85 of 21 August, it must be stressed that enterprises are recognized
as highly suitable places for training in that they offer, in addition
to the training potential of their qualified staff, the possibility
of training directly in the workplace.
97. It was thus decided to introduce a system
of alternative training which includes a specialized training element,
operating basically in the enterprise, and a general training element
which supplements the general training usually provided in educational
institutions. This type of training is based on an apprenticeship
contract, the aim of which is to provide vocational training for
young people without a formal employment contract.
98. The status of an apprentice is therefore
different from the status of a worker in the enterprise, and this
has certain implications, in particular on the remuneration received:
the apprentice receives a training grant paid by the enterprise
and the Unemployment Fund; this should not be confused with the
concept of payment for work.
99. The employment/training programmes are aimed
at young people aged 16 to 18 who are seeking work but have no occupational
qualifications, and at the young unemployed aged 19 to 25, who do
have some work experience or have enrolled in vocational training
courses. The employer, who must conclude a written work contract
with the young people within a period of six months, receives technical
and financial assistance from the Institute of Employment and Vocational
Training in the form of a non-reimbursable grant.
100. The other measures adopted include:
(a) The employment of some 12,000 young people
for six months (programme funded by Social Security in conjunction
with the Institute of Employment and Vocational Training and the
Youth Department);
(b) The employment of 35,000 young people for
six weeks in community projects (programme run by the Youth Department);
(c) Decree-Law No. 156/87 of 31 March, which
established under the non-contributory social security system a
cash benefit called "grant for the integration of young people
in working life" available to young people seeking their first
job; this legislation was supplemented by Order No. 335/87 of 23
April, which established the regulations for implementation of the
Decree-Law.
Disabled persons
101. Article 71, paragraph 2, of the Portuguese
Constitution establishes the duty of the State to carry out a national
policy for the prevention of disability and the treatment, rehabilitation
and social integration of disabled persons, who must be guaranteed
effective exercise of the rights recognized and granted to all citizens,
in particular the right to work. The integration of disabled persons
in the normal labour market has been the subject of recent legislation
establishing the modalities of "protected employment"
and special regulations governing the conclusion of work contracts
with disabled persons.
102. Mention must be made of Decree-Law No.
40/83 of 25 January, as amended by Decree-Law No. 194/85 of 24 June
and regulated by Regulatory Decree No. 37/85 of 24 June. This legal
text envisages three modalities of protected employment designed
to offer disabled persons having an average work capacity equal
to or higher than one third of the normal capacity the opportunity
of appropriate personal and vocational development while facilitating,
when possible, their transition to normal work.
103. There are no national census figures for
the exact number of disabled persons, their proportion in the working
population or their rate of unemployment. However, it is estimated
that Portugal has about one million disabled persons.
104. With regard to the integration of disabled
persons, there are no data on developments in the situation over
the past 10 years. But some kind of picture does emerge from a comparison
of the situation in 1987 (five years ago) and in 1990 (final data)
and the forecasts for 1991.
105. Table VI */ shows an overall increase of
over 100 per cent in the integration of disabled persons, and this
increase is even larger in the case of employment supports.
106. The Portuguese Constitution establishes
the equality of rights and duties of disabled persons with all other
persons (in particular the right to work). In order to make this
formal equality a reality, the State has just passed legislation
to mobilize society and facilitate the social and occupational integration
of disabled persons; the legislation deals with areas such as vocational
training, careers guidance and preparation, and employment (supports
for recruitment, establishment as an own-account worker, and protected
employment).
107. Under the employment support programme
in the normal labour market (Decree-Law No. 247/89 of 5 August;
Order No. 99/90 of 6 September), technical and financial supports
are available to employers who recruit disabled persons: compensation
subsidy; subsidy for adaptation of jobs and elimination of architectural
obstacles; individual adaptation subsidy; recruitment award; and
merit award.
108. In addition to encouraging employers to
recruit disabled persons, the legislation is also designed to encourage
disabled persons themselves, by means of a number of subsidies and
loans, to create their own jobs and secure economic independence.
109. The protected employment scheme (Decree-Law
No. 40/83 of 25 January; Decree-Law No. 194/85 of 24 June; Decree-law
No.247/89 of 5 August; and Regulatory Decree No. 37/85 of 24 June)
is designed to ensure the personal and occupational development
of disabled persons having an average work capacity not lower than
one third of the normal capacity.
110. The objective of the Hélios programme
is to carry out innovative vocational training and employment projects
targeted at specific groups of the disabled population in such a
way as to facilitate the involvement of local communities, in particular
employers, in the projects, the coordination and maximization of
resources, vocational training tailored to each of the disabled
persons covered by the project, and the integration of young disabled
persons in the labour market in order to ensure their personal development
and economic independence.
111. The main goal of the Horizon programme
is to extend and improve the conditions of access to employment
and integration in economic and social life of population groups
encountering greater difficulties in these areas, in particular
disabled and disadvantaged persons. This programme also contains
measures for the development and support of career-guidance organizations
and activities, socio-vocational training and integration, training/information
and socio-economic integration.
112. The Handynet system is designed to create
a European data base (a computerized information system) capable
of providing accurate and swift responses to questions from disabled
persons, with a view to improving their daily life and making them
more independent. In addition, it is hoped that this system will
help to establish the promotional measures for the employment of
disabled persons on a broader basis and therefore increase the number
of individuals receiving support.
113. The Institute of Employment and Vocational
Training runs several employment and vocational training programmes
targeted at the population at large. However, disabled persons have
also received support and found jobs through these programmes.
Vocational training
114. The vocational training programmes described
in the following paragraphs are under development.
115. Technical and financial support is provided
for initiatives designed to enable disabled persons to make appropriate
job decisions in the light of their functional limitations and their
expectations.
116. Free vocational training is designed to
offer young people who have not yet held a job some experience in
a wide variety of work, and it includes both general and practical
instruction. This training seeks to give the young people an idea
of what practical work is and to develop in them a taste for work,
while at the same time encouraging them to make suitable choices
about their future occupation. The numbers of persons who have received
this training are as follows:
1987 1,657
1988 1,605
1989 1,535
1990 1,600
1991 (est.) 1,700
1992 (est.) 1,300
117. The vocational training of disabled persons
is one of the main priorities of the rehabilitation services and
constitutes the very foundation of successful socio-economic integration.
This training is conducted by means of operational programme No.
7 - training/employment for unemployed disabled adults; operational
programme No. 12 - training/employment of young disabled persons;
and specific vocational training activities not included in the
operational programmes.
118. The vocational training courses focus on
three sectors of economic activity (primary, secondary and tertiary),
and thus offer more job opportunities. The numbers of persons taking
these courses are as follows:
1987 618
1988 784
1989 2,150
1990 3,119
1991 (est.) 3,700
1992 (est.) 4,062
119. Equality of opportunity, rights and duties
between men and women is formally established by law. In order to
make this equality a reality, there are several programmes aimed
at encouraging and supporting the employment and vocational training
of women; provided that they meet the necessary conditions, disabled
women may benefit from these programmes.
120. With regard specifically to the supports
and programmes targeted at disabled persons, it should be noted
that, although the percentage of males covered remains higher, in
recent years there has been an increase in the number of women receiving
assistance.
121. The following are the modalities of protected
employment established by Decree-Law No. 40/83 of 25 January (in
summary form):
(a) Work performed in a protected employment
centre (CEP), legally defined as an industrial, handicrafts, agricultural,
commercial or subcontracting production unit operating in the national
economy whose goal is to provide disabled persons with paid work
and the possibility of vocational training and/or further training
to enable them to transfer to the normal labour market as quickly
as possible. The CEPs can be created on the initiative of the State
or of other public, private or cooperative bodies; they operate
along the lines of communal enterprises although they are adapted
to the nature of their workers, and they enjoy technical and financial
support from the State for their establishment and operation. The
number of jobs occupied by workers not covered by the protected
employment scheme may not be higher than 25 per cent of the total
number of CEP jobs;
(b) Work performed in an "enclave",
which is a group of disabled persons working together in special
conditions in a normal work situation. The enclaves enjoy the same
kinds of support and funding as the CEPs;
(c) Work performed by disabled persons at home
when, although meeting the conditions for employment in protected
employment centres or enclaves, they cannot travel to work or perform
a normal job for medical, family, social or geographical reasons.
The legislation provides for the creation of services to distribute
home work to this category of disabled person.
122. This piece of legislation contains special
provisions for the disabled dealing with such aspects of the work
contract as the duties of the body responsible for the protected
employment in question, the remuneration of the disabled worker
- which must be proportional to the remuneration for the same work
of a worker with normal capacity and never lower than the national
minimum wage - the duration of the training period and the relevant
remuneration, the working hours, overtime and the termination of
the work contract. This Decree-Law also stipulates that the social
security regulations shall be fully applicable to workers covered
by the protected employment scheme.
123. In addition to this effort to integrate
the disabled in the labour market by means of various kinds of protected
employment, there are programmes consisting either of prevocational
or vocational training of disabled persons 1/ or the socio-vocational
integration of disabled persons working on their own account or
in an enterprise. With regard to the second option, attention must
be drawn to the start-up support provided to disabled persons wishing
to pursue a viable activity on their own account, to the compensation
paid to enterprises and other bodies which recruit disabled persons
with a view to their adaptation or readaptation to work, and to
the adaptation of jobs and the elimination of architectural obstacles
in the enterprises recruiting disabled persons.
124. In its work plan for 1986 the Institute
of Employment and Vocational Training envisaged that 300 disabled
persons would be covered by these kinds of support. Furthermore,
we have tried to monitor the socio-vocational integration of subsidized
candidates, while at the same time carrying out activities to make
public, private and cooperative bodies more aware of the problems
of the employment of disabled persons.
Development and full employment
125. According to article 58, paragraph 3, of
the Constitution, "it shall be the duty of the State, by implementing
plans for economic and social policy, to safeguard the right to
work, ensuring: a) the implementation of full employment policies".
Accordingly, pursuant to Decree-Law No. 444/80 of 4 October, which
establishes the general principles of employment and vocational
training, it is the duty of the State, through the implementation
of plans and programmes of economic and social policy, to guarantee
the right to work, ensuring inter alia the practical application
of a policy of full employment and the provision of material assistance
for people who are involuntarily unemployed. Among the fundamental
employment-policy activities which it is the duty of the State to
carry out, we wish to highlight the measures for promotion of more
effective organization and functioning of the labour market with
a view to the placement of workers in jobs offering suitable, productive,
properly remunerated and freely chosen work within the framework
and in accordance with the prospects of the country's socio-economic
development, and the activities designed to identify and publicize
the situation and the evolution of employment problems, in particular
by means of a regularly updated national programme on the priorities
of intervention in the labour market. In the implementation of these
measures and of all the other measures contained in Decree-Law No.
448/80, the Portuguese State is committed to taking action in the
areas of placement, occupational information and guidance, analysis
of the jobs market, vocational training, promotion, and vocational
retraining.
126. The specific actions to be taken by the
State in the above-mentioned areas include:
(a) With regard to placement, measures to facilitate
the occupational and geographical mobility of workers and their
families to the extent judged appropriate and necessary for maintaining
the balance between the supply and demand of labour;2/
(b) With regard to occupational information
and guidance, measures to promote, in collaboration with other organizations,
in particular the education system, coordinated occupational information
and guidance activities, taking into account the interests and capacities
of individuals and the country's socio-economic development, without
any discrimination;
(c) With regard to the jobs market, measures
for the collection and provision of information on the supply and
demand of jobs, the qualifications required for alternative occupations,
changes in the qualifications required for various activities, the
trends in the jobs market, the regularization of employment and
the causes of unemployment, and any other information judged to
be useful for the application of the employment policy.
127. With a view to removing certain financial
or even psychological obstacles which might prompt unemployed persons
to reject jobs located far from their normal places of residence,
this piece of legislation has established a "set of measures
to encourage geographical mobility", which consists of the
payment of travel expenses for attending an interview with the employer,
a subsistence allowance for any trial period, the removal expenses
of the worker and his family to the area of the job, and an installation
allowance. However, experience shows that very little use is made
of this arrangement, owing to unattractive wages, the difficulty
of finding accommodation, and the schooling problems of the children.
128. Decree-Law No. 445/80, published on the
same date as the previous Decree-Law, deals with the promotion of
employment, defined any the action taken to create and/or maintain
jobs. The financial supports for enterprises provided by this Decree
have been suspended, however, and will not be reinstated until the
question of the maintenance of jobs in the handicrafts sector has
been settled (in this case the plan is to provide support for the
creation of 920 jobs and the maintenance of some 190 in 1986).
129. The 1985-1992 medium-term plan defined
the "development philosophy" principles which will lead
in practice to a governmental policy for the introduction and continuing
implementation of an employment plan. In accordance with these principles,
priority is to be given to the following types of intervention:
- Creation of economic infrastructure;
- Support for productive investments;
- Human resources development;
- Improvement of accounting in agriculture;
- Industrial conversion;
- Regional development.
130. In concrete terms, the actions for 1992
were established at two levels:
(a) The extension and improvement of basic training
and the development of top-quality resources;
(b) The upgrading of human resources.
131. The main activities in 1993 focused on:
- Organization of a training market;
- A new structure for the management of vocational
training;
- An enhanced role for economic agents and social
partners in the promotion and implementation of vocational training
measures;
- Organization of an occupational information
system;
- Support for enterprises in the analysis, planning
and establishment of vocational training activities;
- Development of cross-occupational training;
- Development of training activities for managerial
personnel;
- Introduction of a system of qualification
certification.
132. With a view to the attainment of these
objectives, the programme of the twelfth constitutional Government
states that employment policies will focus on two main strategic
goals:
(a) The creation of productive jobs at a rate
which will produce a high level of employment, regardless of the
development and improvement of the mobility and social protection
arrangements for workers affected by restructuring;
(b) The improvement of job quality by providing
opportunities for upgrading of occupational qualifications and working
conditions.
133. As part of the revision of the Constitution,
Constitutional Act No. 1/90 (art. 95) established the Economic and
Social Council, conceived as an organ for consultation and dialogue
on economic and social policies and invested with broad powers of
intervention; the Council is made up of representatives of the Government,
workers and employers.
134. From the institutional standpoint, the
implementation of the employment policy is the responsibility of
the Institute of Employment and Vocational Training, established
in 1979; the Institute is governed by a statute approved by Decree-Law
No. 247/85 of 12 July and Order No. 656/86 of 4 November. This legislation
lists the following specific powers of the Institute:
(a) To promote the broadest possible knowledge
of employment problems and to publicize them;
(b) To promote the organization of the labour
market;
(c) To promote information and guidance with
respect to vocational training and retraining, placement of workers,
in particular young people leaving the education system and the
most disadvantaged social groups, study of the jobs situation and
the geographical and occupational mobility of the labour force;
(d) To support initiatives for the creation
of new jobs in existing or planned production units, and to provide
technical and financial assistance to them;
(e) To collaborate in the design, drafting,
adoption and assessment of general employment policy, for which
the Institute is the executing agency.
135. The Institute carries out a range of employment-support
programmes. These programmes are designed to provide financial support
for job creation, either for persons working for an employer or
for own-account workers, and they include:
- Support for contracts of unspecified duration
(Decree-Law
No. 64-C/89 of 27 February);
- Local job-creation initiatives (Regulatory
Orders No. 46/86 of 4 June and No. 51/89 of 16 June);
- Promotion of self-employment (Regulatory Orders
No. 37/87 of 6 April and No. 17/89 of 28 February);
- Support for the creation of own-account jobs
by unemployed persons receiving unemployment benefit (Decree-Law
No.79-A/89 of 13 March and Order No. 365/86 of 15 July);
- Support for employment in handicrafts (Orders
No. 1099/80 of 29 December, No. 802/82 of 24 August and No. 156/86
of 21 April);
- Support for cooperatives (Regulatory Order
of 11 August);
- Support unit for the creation of enterprises.
136. These programmes combine a training component
during the programme with an employment component at its end. The
programmes of this kind include:
- The programme for the integration of young
people in working life (IJOVIP), which is designed to provide training
for young people aged 18 to 25 in order to make it easier for them
to find jobs and, at the same time, to provide employers with workers
capable of performing the jobs in question (Order No. 37/89 of 18
January);
- The training and placement of managerial staff,
which provides job opportunities for all recently qualified young
people in the area of their educational qualification by placing
them in enterprises needing technical and scientific staff (Order
No. 1/90 of 26 January);
- Support for additional training with a view
to the placement in organizations in a position to recruit of young
ex-trainees who have completed a vocational training course (Regulatory
Orders No. 109/86 of 12 December and No. 47/87 of 6 May);
- The preservation of the cultural heritage,
which is designed to facilitate by means of vocational training
the access of long-term unemployed adults to the labour market and
provide them with a stable job or help them to become self-employed
(Regulatory Orders No. 37/87 of 6 April and No. 17/89 of 28 February).
137. There are programmes designed to provide
temporary employment for unemployed persons who normally do seasonal
work and do not meet the requirements for unemployment benefits
and are suffering economic hardship. These programmes are regulated
by Regulatory Orders No. 86/85 of 2 September, No. 76/86 of 29 August
and No. 31/90 of 10 May.
138. Attention must also be drawn to the role
of the Interministerial Employment Commission (CIME), established
in 1980; its functions include the submission of proposals for general
employment policy and the coordination of the departments responsible
for the implementation of approved policies, as well as the coordination
of all vocational training activities, regardless of their level.
Rates and trends of employment,
unemployment and underemployment
139. According to available data, in 1990 the
employment rate maintained the positive trend of recent years, with
an increase of 2.3 per cent over 1989 (tables VI to X, annex 1).*/
Compared with 1983 3/ and 1985, there was an average annual variation
of 1.2 and 2.1 per cent respectively, reflecting the different periods
of economic activity, for the earlier period was one of economic
recession and the later (1985-1990) one of recovery.
140. Remarkable in this development was the
increasing participation of women, who accounted for 39.5 per cent
of all employed persons in 1983 and 42.4 per cent in 1990; the reduction
in the average work week from 43.2 hours in 1985 to 41.5 hours in
1990 should also be noted. In step with this change, the volume
of work increased at an average annual rate of 1.2 per cent from
1985 to 1990, which was slower than the increase in the employed
population during the same period.
141. At the same time, recent years have seen
an increase in part-time employment, which represented 6.2 per cent
of all employment in 1990. In 1990 the rate of part-time employment
was particularly striking in the primary sector (where some 14 per
cent of all work was part-time) and in the tertiary sector (7%).
Of all workers employed part-time in this sector, 75 per cent were
women.
142. Throughout the recent period there have
also been structural changes in employment, resulting in a decline
in the population employed in agriculture (23.8 per cent in 1985
and 17.7 per cent in 1990) and in an increase in services (41.7
per cent in 1985 and 47.6 per cent in 1990) as well as in relative
stabilization of employment in the industrial and construction sectors.
143. With regard to other occupations, persons
working for an employer were the group showing the biggest increase
(70.4 per cent of the total in 1990), while own-account workers
saw their relative share increase by 14 per cent since 1983, representing
25.9 per cent of the total working population in 1990.
144. However, differences emerge in this situation
when it is analyzed by sector of economic activity; in structural
terms, a comparison of developments between 1989 and 1990 shows
that the sharpest increases were in persons working for an employer
(TCA) in agriculture and own-account workers (TCP) in industry and
services.
 |
1989/1990
|
 |
AgricultureIndustryServices
|
| TOTAL
TCP/SPS
TCP/CPS
TCA
|
-4.1
-5.4
-16.6
4.2
-6.10.9
-6.6
9.6
1.3
-13.55.9
12.7
18.6
4.1
-1.2
|
145. Another indicator of the labour market
is the level of education and occupational qualifications (see tables
XI and XII, annex 1).*/ Where the level of education is concerned,
attention should be drawn to the preponderance of basic education
(six years of compulsory schooling) for 1985 and 1990.
146. Despite the verified increased in other
levels of education (secondary and higher), their relative weight
did not exceed nine per cent in 1990.
147. According to the available data, the levels
of qualification indicate a fairly rudimentary structure characterized
by a high proportion of semi-qualified and unqualified workers (about
30%) and a small proportion of persons with average or good qualifications
(about 6%). This structure remained virtually unchanged between
1985 and 1990.
148. The following groups were considered for
the purpose of analysing the situation of persons encountering difficult
conditions of employment:
(a) Workers with a fixed-term contract;
(b) Temporary workers;
(c) Young people;
(d) Older workers.
149. The number of persons working for an employer
on fixed-term contracts increased to 192,000, i.e. from 13.7 per
cent in 1985 to 18 per cent in 1990. Women accounted for the biggest
increase (107,400).
150. The evolution by economic activity in 1990,
in comparison with 1989, was more significant in transport and communications
(+3.6%), banking, insurance and real estate (+11.1%), and the civil
service (+9.2%).
151. In absolute terms, there was a variation
of +14,000 workers between 1985 and 1990, representing 1.7 per cent
of the total working population in 1990.
152. Between 1983 and 1990, the proportion of
the employed younger population (15-24 years) in the total population
remained unchanged at 16 per cent. The total variation over these
years was 4.5 per cent, but was larger among women (6.1%).
153. In 1985, 61 per cent of all young people
were active, and 33 per cent inactive, and the figures for 1990
were 57 and 40 per cent respectively. The rise in the inactive population
was due to the increase in the number of students (136,200) from
79 per cent in 1985 to 87 per cent in 1990.
154. The evolution of the young active population
was different in the two periods under study. Between 1983 and 1985
the variation in the active population was negative (about 7%),
but in 1985-1990 it was positive (9%). During the latter period
the relative variation for women was greater (16.5%), representing
an increase of 51,000. However, in comparison with the total active
population, there was drop in the young population from 20 per cent
in 1983 to 18 per cent in 1990.
155. In 1990, 4.7 per cent of the active population
aged 12 to 29 worked part-time: 65 per cent in services and 23 per
cent in the primary sector.
156. In 1990, 85 per cent of all employed young
persons were working for an employer, as against 77 per cent in
1985.
157. Between 1984 and 1990 there was little
change in the educational qualifications of young people; 70 per
cent of them still had no more than basic education. As a reflection
of this situation, in 1990 0.3 per cent held managerial posts, while
43 per cent were unqualified professionals and trainees.
158. The proportion of older workers (over 55)
remained stable throughout the recent period, representing about
16 per cent of the total; the same was true of workers aged 65 or
over (4%).
159. The relative proportions of unemployed
persons, established by means of family surveys, showed a positive
variation between 1983 and 1985, both in absolute terms and as a
percentage of the total for males. Although already in decline during
this period, the relative figures for unemployed females remained
substantially higher than for males.
160. From 1985 to 1990, or more accurately from
1986, the unemployment rate began to fall, reaching its lowest level
in 1990 (220,100). In 1990 the rate of female unemployment was still
higher: 6.6 per cent as against 3.2 per cent for men.
161. Young people (15-24 years) showed the highest
rate of unemployment in the population of active age (15-64 years):
18.4 per cent in 1983 and 10 per cent in 1990; however, this age
group also registered a more significant decline in unemployment.
162. The fall in the number of unemployed young
persons to 91,900 during this period reduced their relative weight
in total unemployment from 52 per cent in 1983 to 42 per cent in
1990. The number of unemployed young females oscillated between
62 per cent in 1983 and 58 per cent in 1990.
163. Although showing a less marked variation
throughout the periods under consideration, the population aged
55 and over followed the same trend as the other groups in terms
both of numbers unemployed and of unemployment rate.
164. With regard to the length of time people
were out of work, the number of long-term unemployed declined as
a proportion of the unemployed total from 48.5 to 34 per cent. In
contrast, there was an increase in the number of persons out of
work for less than six months from 30.3 to 44.1 per cent. All these
variations were most marked among the young population.
165. According to data produced by the employment
centres of the Institute of Employment and Vocational Training,
the reserve of unemployed persons (annual average of end-of-month
figures) also showed a positive variation in terms of the number
of unemployed persons seeking work between 1983 and 1985, in contrast
to the decline recorded between 1985 and 1990. This reduction was
accounted for by unemployed persons seeking a new job, whose numbers
fell by a total of 20 per cent, with male unemployment falling by
39 per cent and female by only three per cent.
166. During this same period the number of unemployed
persons seeking their first job rose by 43 per cent, with increases
of 13 per cent among men and 46 per cent among women (see tables
XIII to XVI, annex 1).*/
167. Within the framework of the Government's
socio-economic development policy for 1989-1992 adopted in accordance
with the guidelines of the Regional Development Plan and, more specifically,
with reference to Community support for 1990-1993, the main lines
of the strategy focused on the structural development and modernization
of Portugal's economy and society, bearing in mind the need to preserve
the essential balance between the human and cultural factors and
the basically economic measures and taking as the frame of reference
the Community space and the requirements of greater economic and
social cohesion at the European level.
168. In the area of employment policy, the main
medium-term objectives (1982-1992) were to continue the policy of
creating jobs to reduce unemployment and to cut to a minimum the
many existing imbalances in the labour market. The reduction of
the imbalances affecting the regions and the most vulnerable population
groups was thus the priority objective of employment policy.
169. In addition, the need to modernize and
restructure many sectors of economic activity which were important
vehicles for the global medium-term strategy strengthened the need
to give priority to education/training and training/employment policies,
and this required close coordination at the institutional and sectoral
levels and with the Regional Plan.
170. The following were the main employment
measures:
(a) Improvement of the administration of labour,
in particular with regard to the upgrading of the employment centres;
(b) Support for job creation at the local level
and for self-employment;
(c) Institutional coordination of development
agents with a view to taking advantage of the local resources of
each region;
(d) Sectoral modernization and development programmes
(production and social sectors);
(e) Incorporation of the sectoral restructuring
processes in the integrated development programmes and operations;
(f) Employment programmes for young people and
the long-term unemployed; temporary programmes for the seasonally
unemployed.
171. In turn, the vocational training objectives
focused basically on :
(a) Acquisition by potential workers of the
qualifications needed for integration in working life;
(b) Improvement of the qualifications of existing
members of the active population both by intensifying training activities
for employed persons and by providing training for the currently
unemployed population groups;
(c) The possibility of retraining workers to
do different jobs, when this is made necessary by the sectoral restructuring
and the modernization policy.
Achievement of these objectives presupposes
the existence of a comprehensive frame of reference based on professional
knowledge of the manpower needs at the national, sectoral and regional
levels and on the coordination and harmonization of education and
the various vocational training schemes with a view to establishing
conditions for the extension and intensification of continuing training.
The following are some of the fundamental focuses for the development
of this strategy:
- Enhancing the role of enterprises, in particular
small and medium-sized ones, as places where training can be provided;
- The back-up role of the State with respect
to the most disadvantaged population groups, the industrially less-developed
regions, and the more long-term types of training;
- A greater commitment on the part of the social
partners to determining the main principles of vocational guidance
and training;
- Greater awareness on the part of heads of
enterprises of the role of training in the modernization and development
process.
172. Furthermore, special attention is always
given to the development of vocational training and employment programmes
for specific population groups, especially young people, women (in
particular in regions of higher unemployment), the disabled, the
long-term unemployed, and workers in sectors undergoing conversion.
173. Three kinds of measure have been introduced
in the specific sphere of employment policy:
(a) "Active" measures dealing in particular
with the functioning of the public employment services, the development
of vocational training activities and support programmes for job
creation, and the implementation of specific measures for young
people, the disabled and the long-term unemployed;
(b) "Passive" measures dealing with
income maintenance for persons who have lost their jobs or are in
danger of losing them, such as measures connected with the unemployment
benefit system and early retirement;
(c) Laws and regulations affecting the legal
framework of employment.
174. In 1991, within the framework of the Economic
and Social Accord concluded between the Government and the social
partners, objectives were to be defined and several measures adopted
on matters of great importance for employment, work and social policy.
They were to include the establishment of the legal framework of
vocational training and of training on the job, as well as the establishment
of the bases of an agreement on vocational training policy, the
objectives of which would be improvement of the quality and productivity
of labour and development of occupational mobility.
175. Several measures concerning the duration
and organization of working hours were also adopted with a view
to introducing shorter working hours and work schedules better adapted
to the requirements of the competitive operation of enterprises,
and securing ever increasing productivity gains while still taking
account of the protection of workers' rights.
176. Another text published in 1991 set out
the main principles of the protection of minors at work, including
the establishment of 15 years as the minimum working age.
177. Following the Economic and Social Accord,
other legal texts were drafted to deal with other equally important
areas, i.e. social protection and security (reorganization of the
social security system, legal regulations on early retirement, and
social protection measures applicable to restructured sectors),
workplace hygiene and safety (drafting of a framework law and creation
of a machinery for prevention of occupational hazards), regulation
of labour justice and collective bargaining.
178. Lastly, attention must be drawn to the
importance accorded to the development of the social dialogue, through
discussion and negotiation in policy formulation, more widespread
use of collective bargaining, and measures to encourage the social
dialogue within enterprises.
Labour market
179. As already stated, it is the function of
the Institute of Employment and Vocational Training (IEFP) to promote,
through employment and training programmes, measures such as the
placement of workers in suitable, productive, well remunerated and
freely chosen jobs with a view to better organization of the labour
market. In this connection, the Institute has powers which enable
it to provide a free service including placement, occupational information
about the labour market, guidance, and vocational training and retraining
to support the geographical and occupational mobility of workers
and their families, and to provide, in collaboration with the relevant
bodies, information, registration, selection and possibly training
for persons who wish to emigrate.
180. An important role is played by the employment
centres operated by the Institute's local executive offices. They
are located throughout the country (and include two joint employment
and vocational centres); the following are their basic functions:
(a) To register applicants for jobs either in
Portugal or abroad, receive job offers and attempt to match applicants
to jobs by encouraging any necessary adjustments, in particular
mobility;
(b) To make specific efforts to place disabled
persons and other special groups of applicants;
(c) To collect and disseminate all information
about the situation and prospects of the labour market;
(d) To provide occupational information and
guidance services, in particular for young people, in close collaboration
with teaching institutions and local bodies performing any kind
of function in this area;
(e) To stimulate and supervise, by means of
dissemination of information, consultation and support, local initiatives
for the creation and maintenance of jobs;
(f) To promote economic initiatives for the
placement of groups of applicants by means of new investment projects
or better utilization of existing production capacity.
181. In order to improve the processing of the
statistical information gathered by the employment centres and compare
it with data produced by family surveys (employment survey of the
National Statistical Institute) and with the data provided by international
organizations, the following measures have been taken:
- Elimination of seasonal work (dessazonalização)
in the case of unemployed persons seeking work and ensured unemployed
persons;
- Registered-unemployed project;
- Survey of the vocational training needs of
10,000 enterprises in all sectors except for the civil service;
- Use by the IEFP employment centres of the
standard statistical concepts adopted at the thirteenth International
Conference of ILO on labour statistics, held in October 1982;
- Production of monthly statistics on employment,
unemployment and unemployment with benefits.
Vocational training and guidance
182. Decree-Law No. 401/91 of 16 October which
establishes a legal framework of vocational training, building on
Act No. 46/86 of 14 October (the basic law of the education system),
defines vocational training as a process designed to achieve the
integration of young people and adults in the labour market and
to provide training for the exercise of an occupation.
183. Vocational training seeks to promote:
- Socio-occupational integration;
- Matching of workers to jobs;
- Equality of opportunity;
- Portugal's socio-economic modernization and
development.
Vocational training is promoted and funded by
the State in collaboration with employers', trade-union and other
organizations.
184. Decree-Law No. 405/91, also of 16 October,
establishes the legal regulations for vocational training in the
framework of the labour market. This vocational training is targeted
specifically either at employed persons or at unemployed persons.
185. As already stated, it is the function of
the Institute of Employment and Vocational Training to promote the
vocational training of workers, in particular young people leaving
the education system and other more disadvantaged social groups.
In 1991 the Institute had for this purpose:
- Eighteen vocational training centres;
- Three joint employment and vocational centres;
- Twenty-seven shared-management vocational
training centres; these are specialized centres operating on the
basis of agreements between the Institute and a number of representatives
of the social partners.
186. In addition to the IEFP centres, there
is a vocational training structure which operates under the auspices
of other ministries (education, agriculture, industry, etc.).
187. The funds currently available to promote
the vocational training of young people and workers requiring a
course of training or retraining, are insufficient but they are
not, however, fully used.
188. Decree-Law No. 165/85 of 16 May, concerning
vocational training, outlines the legal framework of one of the
main principles of vocational training. This is the obligation of
the State to provide technical, teaching and financial support for
any public-sector, cooperative or private enterprise which undertakes
or could undertake vocational training activities. The legislation
on collaborative vocational training specifies, as one form which
such support can take, the conclusion of protocols and agreements;
the protocols are designed to deal with the permanent vocational
training needs and lead to the establishment of permanent general
centres, while the agreements are concerned with specific vocational
training activities.
189. By moving from piecemeal action to the
adoption of budgets - programmes such as planning methodology -
this legislation marks a change of attitude prompted by the specific
goal of providing a response to the perceived need for an aggressive
policy in which vocational training is regarded as a tool of development
and not as a mere reaction to the situation. It is also in keeping
with the requirements of the European Social Fund, which aims at
the introduction of measures of adaptation to the needs and evolution
of economies with an excess of unqualified manpower and/or a serious
qualifications deficit.
190. As part of the implementation of the Economic
and Social Accord signed on 19 October 1990 by the Government and
the social partners, these same parties concluded, in the Standing
Council for Social Dialogue, a specific agreement on vocational
training, emphasizing its importance as a tool for development of
the human resources essential to the functioning and modernization
of enterprises.
191. This vocational training agreement has
the following goals:
(a) Promotion of training increasingly better
adapted to the country's needs;
(b) Improvement of teachers' qualifications
and organizational efficiency;
(c) Strengthening of the role of the social
partners in this area;
(d) Establishment of the necessary conditions
to make the existing organizations more effective.
192. The agreement covers six areas:
- Improved coordination between training and
the workplace;
- Integration of the most disadvantaged groups
in the labour market;
- Intensification of continuous training;
- A social dialogue in the definition, development
and implementation of employment and training policies;
- Development of research and standardization
of employment and training statistics;
- Cooperation in the framework of the European
Communities.
193. Vocational training activities, either
in the education system or in the workplace, have been the subject
of legal regulation (Decree-Law No. 401/91 of 16 October). The specific
legal arrangements for vocational training in the workplace have
also been regulated (Decree-Law No. 405/91 of 16 October). For the
development of the apprenticeship scheme, the aim so far has been
to increase the availability of training in a broad range of occupations;
Orders covering 23 occupations have already been approved. The possibilities
of entering and leaving the system have also been expanded, as is
clear from table XVII, annex 1.*/ In 1991 the system catered for
13,139 young people and 3,750 enterprises.
194. The employment centres are required to
provide information and guidance services, in particular for young
people, in close collaboration with the education institutions and
local bodies carrying out any kind of activity in this area. These
services are designed to provide guidance to young people and adults,
either individually or in groups. Underlying this activity is a
concept of guidance as an integral and continuous process designed
to provide young people and adults with a better knowledge of themselves,
and to develop their capacity to understand and transform their
social, school and work environments so that they can all determine
their own direction and build their own identity.
195. The counsellors provide guidance for young
people either in education institutions or in employment centres
throughout the country, since the regional services are supported
in technical and scientific matters by the central services which,
as a general rule, are responsible for the coordination of these
activities. In the employment centres, it is common for the counsellors
to have to deal with young people of different age groups and levels
of education; this means that the activities must be diversified:
work with groups or individuals, and use of guidance programmes
or psychological tests.
196. There has been a significant increase in
the number of persons seeking their first job, and this situation
is one of the major current concerns of the Institute, which is
trying to provide adequate responses, subject to the limitations
imposed by the economic conditions. Young people seeking their first
job usually have problems of social integration and require prompt
and effective intervention to prevent or reduce the risks inherent
in their situation; young people seeking vocational training are
given guidance individually or in groups with a view to their enrolment
in a vocational training activity under the auspices either of the
Institute or of another body.
197. In their work with adults, which is based
on the same underlying principle, the counsellors are particularly
concerned with persons seeking vocational training, further training
or retraining for a different occupation with the aim of improving
their work prospects.
Protection against arbitrary
dismissal
198. The provisions on protection against arbitrary
dismissal are contained in the regulations annexed to Decree-Law
No. 64-A/89 of 27 February.
199. The dismissal of an individual without
just cause and/or for political or ideological reasons is prohibited.
Just cause is legally defined as culpable behaviour on the part
of the worker which, owing to its seriousness and consequences,
renders the labour relationship immediately and practically unviable;
the law itself specifies certain types of behaviour which may constitute
just cause.
200. Any dismissal must be preceded by a written
disciplinary procedure, which is much simplified in the case of
small enterprises; the note of culpability (nota de culpa) which
initiates the procedure must contain a description, supported by
evidence, of the allegations against the worker and a specific statement
of the employer's intention to dismiss him. The worker is entitled
to reply and bring to the procedure all the matters which he regards
as important and/or to request that all the requirements of adequate
proof should be observed; when necessary, the views of the works
council shall also be heard. If the final decision is in favour
of dismissal, the tribunal may, at the worker's request, order suspension
of enforcement until the rebuttal procedure (processo de impugnação)
has produced a decision.
201. Decree-Law No. 402/91 of 16 October introduces
amendments to Decree-Law No. 64-A/89 of 27 February, in particular
on the regulations governing the termination of the work contract
owing to the unsuitability of the worker. This legislation adds
to the list of the types of behaviour which may constitute just
cause, situations in which the worker jeopardizes production or
its quality, or places at risk his own safety and health and/or
the safety and health or other workers. However, termination of
the work contract is possible only: (1) if changes have been made
in the job; (2) if the employer has given adequate training in the
changes introduced; (3) if the worker has had sufficient time to
adapt to the changes; (4) if the employer cannot find another suitable
post for the worker; and (5) if the employer offers the worker adequate
compensation.
202. Termination of a work contract may also
result from the elimination of jobs for actual structural, technological
or temporary reasons within the enterprise, regardless of whether
the dismissal is collective.
203. Any decision on collective dismissal must
be communicated to the workers' organizations in the enterprise,
with a statement of the economic, financial or even technical reasons
justifying the decision, and an indication of the workers affected
by the dismissal and the criteria used in their selection.
204. The dismissal decision notified by the
enterprise shall be subject to an information and negotiation procedure
supervised by the competent department of the Ministry of Employment
and Vocational Training, conducted by the employer and the workers'
organizations in the enterprise, with a view to keeping the adverse
effects of the proposed measure to an absolute minimum.
205. In the case of the elimination of jobs
in situations other than collective dismissal, there must also be
a justification of the reasons invoked, followed by a communication
to the workers' representatives. In either case, a court review
of the employer's decision may be requested.
206. The dismissal regulations described above
do not, however, apply to domestic service contracts or to work
in ports or on board ships, which are covered by separate regulations.
In the case of domestic service contracts, the dismissal procedure
is much simplified, and the legislation specifies culpable behaviour
inherent in the activity (Decree-Law No. 508/80 of 21 October).
The regulations governing port workers, including their dismissal,
are the general regulations governing individual work contracts
in all cases not covered by specific legislation (art. 29 of Decree-Law
No. 151/90 of 15 May). With regard to work on board ships (Decree-Law
No. 74/73 of 1 March), the legislation specifies a range of culpable
behaviour specific to the sector which may entail dismissal with
just cause, and the procedure is much simplified.
207. Act No. 68/79 of 9 October contains special
regulations for the protection of workers' representatives against
dismissal, including members of the managerial staff and professional
associations, trade-union representatives, and members of works
councils and sub-councils and coordinating committees.
208. When disciplinary action has been initiated
by the employer, and the worker concerned and the works council
oppose dismissal - whether it affects a member of the council or
the trade union or a member of the managerial staff or a trade-union
representative - dismissal can be enforced only by means of legal
action.
209. Disciplinary matters affecting civil servants
and other employees of the central and regional administration,
public institutions, public funds and local authorities are governed
by a separate statute which provides for dismissal in the event
of any misconduct rendering the work relationship unviable.
210. Dismissal and the other sanctions provided
by this statute cannot take effect until a complex disciplinary
procedure has been completed; this procedure must comply with the
constitutional principle that "any person subject to a disciplinary
procedure shall have the right to be heard and to defend himself"
(art. 269, para. 3).
Protection against unemployment
211. There are work programmes designed to provide
employment for unemployed persons in community projects for a fixed
period of time, thus enabling them to acquire work experience which
will make it easier for them to find permanent employment in the
future. The following programmes fall within this group:
(a) Support for the long-term unemployed (Regulatory
Order of 19 June 1986, series II); support for the long-term unemployed
not in receipt of unemployment benefit working in community projects;
(b) Seasonal work programmes (Regulatory Orders
No. 86/85 of 2 September, No. 76/86 of 29 August and No. 31/90 of
10 May;
(c) Work programme for persons entitled to unemployment
benefit (Decree-Law No. 79-A/89 of 13 March; Order No. 247/85 of
2 May).
These programmes are organized by non-profit
organizations for the benefit of the community; the only remuneration
for this work is the cost of travel and food.
212. The main innovations affecting the right
to work and the development of human resources include:
- The main orientations of the 1989-1992 Plan
and the Regional Development Plan, especially with regard to human
resources development;
- The Community support framework resulting
from the negotiation of the Regional Development Plan for 1990-1993
and the social plans formulated in accordance with the objectives
set out in points 3 and 4 of the regulations on Community Structural
Funds;
- The results of the social dialogue, in particular
the Economic and Social Accord mentioned below.
213. The main principles of the employment and
vocational training strategy are defined in the planning documents
mentioned above. Under this strategy, a series of employment programmes
were formulated and introduced in 1990; they are designed to secure
a widespread improvement in the training and qualifications of the
labour force and thus expand the opportunities for exercise of the
right to work and help to attain the economic goals.
214. There are 14 such programmes, and the aim
was to cater for some 800,000 persons by the end of 1993, with a
view to developing human resources in general and improving the
qualifications of the working population in particular, and thus
to help to increase employment and productivity.
A. Positive action for the employment of women
215. There is no denying the increase in the
participation of women in the country's labour market. However,
the nature of this participation remains substantially different
from that of men: women are concentrated in a narrow range of occupations
requiring the lowest qualifications, and they take little part in
training activities; their qualifications are not fully recognized,
the wage differentials between the two sexes are large in several
areas, the female unemployment rate is double the male rate, and
the jobs held by women are clearly more precarious.
216. Recognizing this situation, the Institute
of Employment and Vocational Training has introduced various policy
measures and is carrying out a range of activities designed to guarantee
women equality of opportunity and treatment. The programmes mentioned
in this part of the report contain provisions which seek, by means
of preferential treatment, to reverse and compensate for this discrimination
in order to make the equality embodied in the legislation a reality.
217. Women who are taking a training course
and demonstrate the need to have their dependent children looked
after by others so that they can continue their training receive
a day-nursery or kindergarden allowance. The amount of this allowance
is equal to the expenditure up to a limit of 15,000 escudos and
it is paid to the women throughout their vocational training course
in an IEFP training centre (measure adopted in 1988).
218. The facilities of the training centres
are gradually being adapted for attendance by women (construction
of changing rooms).
219. As the training centres have sleeping accommodation
only for boys, since 1990 the cost of lodging away from home has
been paid by the Institute (up to a maximum of 15,000 escudos a
month), while 12 per cent of the national minimum wage has to be
paid by students for lodging in the training centres.
220. To support the various training projects
for women, several kinds of informational material, such as brochures,
have been produced on the topic of equality of opportunity. In collaboration
with the Commission on the Status of Women, an information fact-sheet
on traditionally male occupations was issued. In addition, a brochure
entitled "Index of male and female occupations" was prepared;
this is a very useful tool for the correct designation of occupations;
it provides information about the number of women working in various
occupations and helps to diversify their occupational options.
221. The frame of reference for the network
of officials responsible for the equality of opportunity and treatment
of men and women in employment and vocational training is constituted
by the principle of equality of opportunity and treatment, the national
legislation and the international guidelines and standards; one
function of these officials is to bring the activities of the Institute
into line with such provisions and to promote the employment and
occupational development of women.
222. Within the framework of the Institute's
activities, the functions of the network of officials responsible
for equality, established in 1986, are as follows:
(a) To promote the application of the legal
provisions and standards concerning equality in employment and vocational
training;
(b) To propose specific and innovative measures
to achieve equality, in particular "positive action" measures;
(c) To propose the strategies, methods of intervention
and practical tools needed for the implementation and monitoring
of the programmes and activities carried out in this area;
(d) To endeavour to ensure that account is taken
of the objective of equality in the assessment of all employment
measures;
(e) To help to ensure that the principle of
equality is respected in the Institute's personnel policy - recruitment,
promotion, access to managerial posts, training, etc.;
(f) To participate in the training of the Institute's
staff in matters of equality by formulating the programmatic content
of such training, increasing the awareness of instructors and training
the senior officials, middle-management and other staff of the Institute;
(g) To disseminate information and publicize
the difficulties and successes in the campaign for equality, with
a view to obtaining the commitment of the various organizations
to the measures designed to secure respect for the principle of
equality and to the battle against discrimination.
223. Since 1986, with the support of the European
Social Fund, the Institute has implemented several pilot projects
on the training of women. These projects are innovative in that
they are concerned with areas in which women are still under-represented
as well as by reason of their organization and content.
224. The first project (1986-1988) was concerned
with the training of 36 girls in traditionally male occupations
(carpenters, electricians, plumbers, house painters, lathe-operators);
a second project provided training in construction occupations for
27 young people from a run-down district of Lisbon; the aim was
to create a local jobs initiative which would be supported by orders
from the Lisbon Municipal Council for the restoration of the urban
environment. Both projects were concerned to make young people,
employers and the Institute's staff more aware of the problems of
equality of opportunity.
225. For 1989, the following projects can be
cited (some already completed and others still in operation):
(a) Training and placement of women locksmiths;
this project catered for 10 girls, six of whom became qualified;
all 10 girls were found suitable jobs in this speciality;
(b) Training of women to create enterprises;
(c) Support for the implementation and development
of women's initiatives;
(d) Recruitment of women as assistant instructors.
226. Two operational programmes for women were
devised within the context of the reform of the Community Structural
Funds: one was for long-term unemployed adult women and the other
for young women. These programmes were designed to promote equality
of opportunity and treatment for women in the labour market and
to improve their participation in working life and their occupational
status.
227. The programme Integration of young people
in the labour market (IJVOP) is designed to provide young people
aged 18 to 25 with training to make it easier for them to find jobs
and, at the same time, to offer employers well-qualified candidates
for the available vacancies.
228. The aim of the programme for training and
placement of managerial staff, which has its legal basis in Decree-Law
No. 314/80 of 25 September, is to enable recently qualified persons
to find their first job and, at the same time, to provide small
and medium-sized enterprises with technical staff who have a good
basic training but no work experience. This programme is a joint
undertaking of IEFP and the Institute for Support of Small and Medium-sized
Enterprises (IAPEMI).
229. A joint programme of IEFP and the Institute
of the Cooperative Sector (INSCOOP) entitled Employment programme
for technical staff in cooperatives (COOPEMPREGO) is designed to
provide recently qualified persons with experience to enable them
to obtain their first job and, on a gradual basis, to enable cooperatives
to make good their shortages of qualified staff in the areas of
technology, organization and management (Decree-Law No. 48/86 of
16 June).
230. This programme of support for the further
training of persons who have already received some vocational training,
which has its legal basis in Regulatory Orders No. 109/86 of 12
December and No. 47/87 of 6 May, is designed to supplement in the
workplace the training received in the direct- or shared-management
centres and to encourage the enterprises concerned to create jobs.
231. Protection against unemployment is regulated
by Decree-Law No. 79-A/89 of 13 March. When this Decree entered
into force, it accorded entitlement to unemployment benefit to persons
covered by social security who, in addition to the general conditions
which must be met by all unemployed persons (involuntary unemployment,
occupational aptitude and availability), have worked at least 540
days for an employer and have had their remuneration recorded for
a period of 24 months immediately preceding the date on which they
become unemployed.
232. Attention must be drawn to the reservation
entered at the time of ratification of ILO Convention No. 96 concerning
Fee-Charging Employment Agencies (Revised), 1949, section III on
regulation of fee-charging employment agencies (Decree No. 68/84
of 17 October); reasons connected with the employment policy and
circumstances at the time prompted the revocation of part II of
the Convention - on the gradual elimination of fee-charging employment
agencies conducted with a view to profit (Decree-Law No. 100/80
of 9 October).
233. Lastly, there is Decree-Law No. 225/87
of 5 July and Orders Nos. 474 and 475 of 5 July, which introduce
special measures to encourage unemployed workers residing in concelhos
having a high unemployment rate (defined in the law as concelhos
"of origin") to enter into work contracts of unspecified
duration or of a minimum duration of two years in another concelho
regarded as having full employment (defined in the law as concelhos
"of destination").
234. The following kinds of subsidy are envisaged:
(a) Monetary:
(i) Travel subsidy (travel expenses of the worker
and his family and cost of the insured carriage of furniture and
baggage);
- (ii) Removal subsidy (contribution to the cost of installation
of persons and goods);
(iii) Lodging subsidy (temporary contribution
to the cost of renting or purchase of housing);
(b) Non-monetary:
(i) Guarantee of school transfers for children;
(ii) Placement of the spouse, in the case of
a civil servant or employee of the central or local administration,
in the concelho of destination or in a neighbouring concelho.
235. Up till now these incentives to geographical
mobility have not produced any significant results, owing either
to the contractual terms of the national or regional compensation
offered or to the lack of vacancies in the concelhos of destination.
236. The information contained in tables XVIII
to XX in annex 1 */ concerning population, employment, unemployment
and vocational training, is based on data provided by the National
Statistical Institute, by the Organization for Economic Cooperation
and Development, and by the Institute of Employment and Vocational
Training.
Remuneration
237. Article 59, paragraph 1 (a), of the Portuguese
Constitution states that "all workers, regardless of their
age, sex, race, nationality, place of origin, religion and political
or ideological convictions, shall be entitled to remuneration for
their work according to its quantity, nature and quality, according
to the principle of equal pay for equal work, so as to secure to
them an appropriate livelihood".
238. The provision of the Covenant to the effect
that women shall be "guaranteed conditions of work not inferior
to those enjoyed by men, with equal pay for equal work" (art.
7, para. (a) (i)) is expressly incorporated in Decree-Law No. 392/79
of 20 September.
239. Furthermore, article 1 of Decree-Law No.
49/408 of 24 November 1969, which established the regulations governing
the individual work contract, stipulates that remuneration is an
essential element of the concept of work contract:
- "a work contract is a contract by which a person undertakes,
in return for payment, to make his mental or physical labour available
to another person under that person's authority and direction".
240. According to article 59, paragraph 2 (a)
of the Constitution, it is the duty of the State to fix and keep
up to date a national minimum wage, having regard among other factors
to workers' needs, the increase in the cost of living, the degree
of development of the forces of production, economic and financial
stability and the formation of capital for development.
241. The national minimum wage was introduced
in Portugal in May 1974. The legal text on the national minimum
wage (Decree-Law No. 69-A/87 of 9 February), the amount of which
is updated on 1 January each year, expressly incorporated the principle
of equal pay for equal work.
242. Initially, the minimum wage applied only
to workers aged 20 and over in the non-agricultural sector (except
for domestic service) working for an employer in an enterprise employing
more than five people.
243. However, with the passage of time, the
minimum wage has been extended to other workers in the system:
- Younger workers (except for certain reductions
for the youngest age groups);
- Workers in enterprises employing fewer than
five people (although between 1975 and 1977 certain enterprises
were granted the possibility of exemption from the minimum wage
when experiencing economic difficulties verified by the competent
ministry);
- Agricultural and domestic workers (at present,
only the minimum wage for domestic service is lower than the minimum
in the non-agricultural sector; the minimum wage for agriculture
and the non-agricultural sector were standardized in 1991).
244. Since 1978 the legal regulations governing
the minimum wage have been extended to all wage-earners. The minimum
wage was established and is periodically updated by decree-law legislation
which all employers must observe. The mandatory annual updating
of the minimum wage was enacted in Decree-Law No. 16/79 of 25 May
(see tables I to III, annex 2).*/ The current minimum-wage legislation
does not set any rigid criteria for the updating.
245. In practice, the procedure originally followed
for revisions of the minimum wage was to seek the technical advice
of the competent services of the Ministry of Labour in the form
of alternative figures based inter alia on the criteria contained
in ILO Convention No. 131. The final decision was taken by the Government
after consultation of the employers' and workers' organizations
by the Ministry of Labour.
246. In 1980 an Interministerial Working Group
was established with the remit of producing an assessment of the
economic and social implications of the alternatives under consideration
in each revision of the minimum wage. Since the creation in 1984
of the Standing Council for Social Dialogue, a tripartite consultative
body, this assessment must be submitted to the Council for consideration
by the social partners.
247. The minimum wage set in 1991 resulted from
the Economic and Social Accord negotiated in the Standing Council.
The Decree-Law on the 1991 revision states that "in accordance
with the principles of equity and social cohesion which have been
taken into account, it is right that minimum incomes, in particular
minimum wages, should increase at a faster rate than general average
wages".
248. The principles which guide incomes policy,
in particular wages policy, are established by the Government in
accordance with the overall strategy of the annual and medium-term
plans.
249. In 1991 and 1992, as in 1987 and 1988,
central incomes-policy agreements were negotiated in the Standing
Council. The wages-policy guidelines were established in accordance
with these agreements.
250. However, it is the provisions of collective
labour agreements (Decree-Law No. 519-C/79 of 29 December, abrogated
by Decree-Law No. 87/89 of 23 March), which cover the collective
regulation of labour in a single enterprise, several enterprises
or a whole sector, provide the foundation for the fixing of wages.
251. According to estimates, in March 1990 approximately
87.1 per cent of all the workers covered by collective bargaining
were subject to a collective labour contract (see table I, annex
3 */ and the following table):
Percentages of workers for all kinds of labour regulation
 |
1990
|
1991
|
1992
|
| Total AE
Total ACT
Total CCT
Total PRT
TOTAL
|
7.9
4.4
83.3
4.4
100.0
|
7.9
4.0
83.7
4.4
100.0
|
7.4
4.0
84.0
4.6
100.0
|
Note: AE=enterprise agreements
ACT=collective labour agreements
CCT=collective labour contracts
PRT=labour regulation orders
252. The rate of inflation is the main criterion
for updating wages in negotiations at the sectoral and enterprise
levels.
253. In 1987, 1988 and 1991 the process of wage
negotiation was shifted to a more global level; contractual agreements
on incomes policy were to be concluded in accordance with the guidelines
on the increase of nominal wages established in the collective labour
regulation instruments, themselves based on the annual and quarterly
limits set for inflation, taking into account productivity increases
and the situation of enterprises and sectors. These three annual
agreements were concluded in the Standing Council for Social Dialogue.
The content of the 1991 Economic and Social Accord was broader than
that of the preceding framework agreements in that it also established
the nominal changes in the national minimum wage and social benefits,
as well as dealing with major labour legislation and a vocational
training agreement.
254. Intervention by the State in the wage regulation
process, which had been extensive up to the end of the 1970s, has
declined considerably, especially since the second half of the 1980s,
and has been limited in recent years to:
- Updating the national minimum wage (done in
1991 within the framework of the Economic and Social Accord);
- Setting the wages of workers in the civil
service and negotiating the levels in public enterprises;
- The issue of collective labour regulation
orders and extension orders when the parties do not reach agreement
or if no employers' and/or trade-union organizations exist. This
type of administrative State intervention declined sharply at the
end of the 1980s and beginning of the 1990s, especially in the case
of collective labour regulation agreements, which in 1990 covered
only about four per cent of the workers subject to collective labour
regulation instruments;
- The production of forecasts and the establishment
of targets in accordance with the macroeconomic principles which
serve as the main basis for the debates in the Standing Council
and for the determination of contractual incomes policy.
255. There are other administrative methods
of establishing labour conditions (including remuneration) in addition
to collective bargaining:
- Extension orders (portarias de extensão),
the main purpose of which is to extend the scope of a collective
agreement to workers and employers excluded from its original scope
since they were not members of the contracting trade-union and employers'
associations, or to workers and employers having no representative
bodies who, although belonging to the categories covered by the
collective agreement, are located outside its geographical scope
although subject to the same economic and social conditions;
- Labour regulation orders applicable when there
are no trade-union or employers' associations or when one of the
parties consistently refuses to negotiate or clearly engages in
time-wasting tactics which may impede the normal conduct of the
negotiation process.
256. In addition to all these collective regulation
mechanisms there are arbitration awards, which according to the
law have the same legal effects as collective agreements, and the
instruments of accession to the conventions mentioned above.
257. The available statistical data show that
almost all (nearly 90 per cent) of persons working for an employer
in the private sector or for a public-sector enterprise are covered
by collective bargaining.
258. However, there is nothing to prevent workers
from concluding individual work contracts with employers which establish
higher remuneration than provided for in the collective regulation
instruments.
259. Civil servants, although enjoying the right
of collective bargaining, are subject to special regulations established
in Decree-Law No. 45-A/84 of 3 February, article 5 of which states:
"1. Civil servants shall have the right
of collective bargaining on their labour conditions;
2. Agreements negotiated in this way, which
have the status of recommendations, do not constitute collective
agreements or contracts and do not have, of themselves, any legal
effect."
Generally speaking, therefore, the wages of
civil servants are established every year by decree law, although
this procedure may be preceded by collective bargaining.
260. According to official statistics, the wage
differential, calculated on the basis of the monthly increases of
persons working full-time for an employer, remained constant throughout
1989 and 1990 (28.8 and 28.3 per cent respectively).
261. It must be stressed that, while the wage
differential between men and women managers was 24.8 per cent in
1989 and 19 per cent in 1990, in the case of apprentices it was
only 4.3 per cent in 1989 and 4.7 per cent in 1990.
262. It is true that the wage differential between
men and women does not necessarily mean wage discrimination and
that this differential can be justified by such factors as:
- The late entry of women into the labour market;
- The poorer vocational training and qualifications
of women;
- The higher rate of absenteeism of women workers
owing to the difficulties of reconciling working life with family
life, which result in more frequent unjustified absences - with
implications for remuneration, merit bonuses, etc.;
- Prohibition on night work by women, etc.
263. The Government has introduced measures
to provide women with better vocational training, both by encouraging
the creation of jobs for women or their self-employment and by furnishing
financial support for the recruitment of women in occupations with
a strong male tradition.
264. The vocational training of women, especially
the long-term unemployed, has received a boost from the operational
programmes of the European Social Fund.
265. The measures of support for the most disadvantaged
families, in particular women workers with children who usually
have most difficulty in reconciling working and family life, include
the establishment of child-minding arrangements. For example, the
Education Development Programme for Portugal (PRODEP) 4/ proposed
the following programme:
- The attainment, in 1993, of a rate of 90 per
cent for facilities for taking care of five-year-olds;
- The attainment, in 1993, of a rate of 50 per
cent for facilities for children aged three to four;
- In order to give effect to these proposals,
without prejudice to the expansion of the public network of preschool
education by the Ministry of Education and the local authorities,
efforts have been made to step up the establishment of private kindergardens,
in particular by private self-help groups, private education institutions
and cooperatives, and to diversify the existing facilities - kindergardens,
day-nurseries and crèches;
- The Commission responsible for studying the
expansion of the preschool education network envisages covering
50 per cent of children aged three to six in all districts, in order
to correct the existing imbalances;
- The annual rate of cover of three year olds
is seven per cent, but the short-term rates have not yet been established;
- The child-minding facilities in enterprises
have seen their relative importance decline in recent years;
- However, enterprises are encouraged to make
funds available for social purposes;
- Persons who have children and are taking training
courses, as noted above, receive a day-nursery or kindergarden grant
equal to their expenditure for this purpose, up to a maximum of
15,000 escudos, which is available throughout their period of vocational
training in the centres of the Institute of Employment and Vocational
Training.
266. The studies designed to provide a better
understanding of wage differentials between men and women are not
exhaustive, owing not only to the magnitude of the subject but also
to the difficulty of establishing parameters for determining the
equal value of work for the purposes of equal remuneration.
267. In addition to considering all complaints,
when necessary the Commission on Equality in Employment (CITE) also
arranges meetings with trade-union representatives.
268. CITE opinions are not binding but they
do have an instructional effect in that they provide information
on the application of the legislation and, in many cases, lead to
the correction of the situation giving rise to the complaint.
269. CITE has examined several provisions of
collective contracts which not only described as "female"
certain occupations and given levels of qualification but also imposed,
at those levels, very low wages which might constitute discrimination.
As part of this work, technical staff of CITE visited several enterprises
of the sectors in question, in various parts of the country, and
prepared a report describing the problems.
270. In addition to these basic activities,
CITE makes a systematic analysis of all collective labour contracts
with a view to identifying formal discrimination ("female"
occupations) and other facts relevant to the protection of women's
work.
271. There is no information available about
the occupational distribution of income (see table V, annex 2,*/
in conjunction with wage rates in Portugal during the same period
in table VI, annex 1,*/ and with data on the distribution of wages
(increases) for March each year, by quintis of all full-time workers
and by the Gini concentration coefficient in table VII, annex 1.*/
See also tables VIII to X, annex 2).*/
272. Article 82, paragraph 2, of the law on
individual labour contracts states that "remuneration includes
the basic wage and any other regular and periodic payments made
either directly or indirectly, in cash or in kind".
273. Thus, apart from the basic wage and payment
for overtime actually worked, the law does not provide for any other
payment. Nevertheless, the collective agreements and the orders
often make provision for other benefits such as:
(a) Holiday grants;
(b) Christmas bonuses (known as the thirteenth
month);
(c) Food subsidy;
(d) Productivity and merit awards;
(e) Payment for special work;
(f) Night-work supplement;
(g) Payment for working on the weekly rest day
or during leave periods;
(h) Shift-work supplement;
(i) Hazard subsidy (for dangerous work);
(j) Isolation subsidy (for work in an isolated
place);
(k) Installation grant (under the geographic
mobility programmes);
(l) Diuturnidades (additional payment for length
of service);
(m) Housing grant;
(n) Integrity bonuses (for workers with responsibilities
for financial disbursements and collections);
(o) Commissions (paid on sales).
274. Figures on the movement of wage levels
will be found in table XI, annex 2. */
275. In addition to the constitutional principles
on the criteria of equality, including the principle of equal pay
for equal work, and the enactment of this principle in Decree-Law
No. 69-A/87 of 9 February guaranteeing minimum wages, the law also
stipulates non-discrimination on the grounds of sex. Article 3,
paragraph 1, of Decree-Law No. 392/79 of 20 September states that
the right to work entails absolute non-discrimination on the basis
of sex, either directly or indirectly, or of civil status or family
situation, and it guarantees women access to all jobs, occupations
and professions.
276. It was at a later stage that equality of
pay for all workers for equal work, or work of equal value, performed
in the same enterprise was embodied in law and that all the clauses
of a collective labour contract prescribing lower remuneration for
women were deemed null and void.
277. Foreign workers are also granted equality
of treatment by the Constitution and the law: according to article
15 of the Constitution, all foreigners staying or residing in Portugal
shall enjoy the same rights and be subject to the same duties as
Portuguese citizens; and according to article 2, paragraph 3, of
Decree-Law No. 97/77 of 17 March, all foreign workers must be guaranteed
equality of treatment with Portuguese workers, including with respect
to remuneration and other economic benefits.
278. Portugal recently had to confront a phenomenon
which, although in decline, led to unacceptable situations from
the legal, social and moral standpoints: the failure by employers
to meet their wage obligations to their workers on time. This phenomenon
may be due to the serious economic difficulties experienced by some
enterprises as a result of the country's overall economic situation.
It is rare for non-payment or late payment of wages to be due to
fraudulent intentions on the part of employers.
279. The Parliament and the Government were
aware of the need to eliminate this kind of situation, which violated
the universally accepted principle that remuneration is not merely
compensation for work performed but also has a social function of
satisfying the workers' personal and family needs, and they passed
legislation on this issue in Act No. 17/86 of 14 June, amended by
Decree-Law No. 402/91 of 16 October, and in Decree-Law No. 7-A/86
of 14 January. A short summary of these two texts now follows.
280. Some of the solutions envisaged in Decree-Law
No. 7-A/86 were implicitly abrogated by Act No. 17/86. The machinery
provided therein for dealing with late payment of wages also provided
the possibility of unilateral renunciation of the work contract
by the worker, and his right to compensation, in similar language
to that used subsequently in Act No. 17/86, according to which the
payment could be made by the Unemployment Fund for a maximum period
of six months, with suspension of the work contract also for a maximum
period of six months. In both cases - renunciation or suspension
of contract - the worker is treated as an unemployed person for
the purposes of unemployment benefit and unemployment social benefits.
This Decree-Law prohibits employers from behaving in ways which
may block a worker's claim.
281. Act No. 17/86 provides the possibility,
in the event of failure to pay wages on time, for workers, individually
or in groups, to renounce the work contract or withhold their labour,
provided that they give at least 10 days' notice of their intention.
The exercise of the right to withhold labour does not break the
contractual bond and confers on the worker entitlement to unemployment
benefit or to a limited percentage of the unemployment social benefits.
Furthermore, workers who exercise this right may take up other paid
work without violating the work contract with the employer.
282. When a worker opts for unilateral renunciation
of the contract, he is entitled to:
(a) A payment which takes into account his length
of service and is equal to one month's pay for each year or part
of a year worked, although not less than three months, unless more
favourable conditions are provided by the applicable collective
contract;
(b) Unemployment benefit or unemployment social
benefits in accordance with Decree-Law No. 20/85 of 17 January;
(c) Priority treatment for the purposes of job
conversion or vocational training subsidized by official departments
already in existence or created in the future.
The fact that a worker opts for suspension or
renunciation of the contract does not entail, for him or his family,
the loss of any social security entitlement or benefit.
283. The law also provides mechanisms for preventing
the blocking of workers' claims against employers by guaranteeing
them generous rights and material benefits and by prohibiting certain
administrative and legal actions by employers.
284. In addition, all enforcement procedures
against a worker suffering verified wage arrears are suspended,
as is the enforcement of orders for vacation of an apartment (despejo)
on the grounds of non-payment of rent when the non-payment is proved
to be due to failure by the employer to pay wages due during the
rental period on time. However, in order not to infringe the rights
of landlords, the law provides for payment of the outstanding rent
by the Unemployment Fund.
285. A declaration that an enterprise has defaulted
with respect to the prompt payment of wages to its workers is subject
to a special procedure conducted by the Inspector-General of Labour.
This declaration is issued by the Ministry of Labour and Social
Security and is followed by an enquiry conducted by the Inspector-General
of Finances into the economic and financial situation of the enterprise.
286. When it is verified that an enterprise
is in arrears with payment of wages, the enterprise is further liable
to fines and a declaration of bankruptcy or insolvency by the Attorney-General
acting on a properly documented application by two thirds of the
enterprise's workers.
Occupational hygiene and safety
287. The Portuguese Constitution guarantees
all workers the right to "safe and healthy working conditions"
(art. 59, para. 1 (c)). This provision was supplemented by Decree-Law
No. 441/91 of 14 November, which established the legal regulations
on safety, hygiene and health in the workplace.
288. It must be stressed that this text deals
with Portugal's obligations under ILO Convention No. 155 and brings
the domestic legislation into line with EEC Directive No. 89/391
concerning measures to promote improvement of the safety and health
of workers in the workplace.
289. This Decree-Law provides for the introduction
of a system for prevention of occupational hazards in order to give
effect to the right mentioned above.
290. The State must encourage the development
of a national network for prevention of occupational hazards. Employers
are obliged to introduce hazard-prevention measures in the workplace
in order to provide effective safeguards for workers.
291. Workers must receive appropriate and sufficient
training in safety, hygiene and health in the workplace in accordance
with their jobs and functions.
292. The following legal texts on sectoral implementation
of these provisions are the most important ones issued since 1985:
- Decree-Law No.479/85 of 13 November specifies
the industrial substances, agents and processes involving an actual
or potential risk of cancer for occupationally exposed workers;
- Decree-Law No. 243/86 of 20 August approves
the general regulations governing occupational safety and hygiene
in commercial, office and service establishments;
- Decree-Law No. 310/86 of 23 September specifies
safety signs and signals in the workplace not covered by Order No.
434/83 of 15 April;
- Decree-Law No. 28/87 of 14 January sets limits
on the marketing and use of asbestos and products containing asbestos
(amended by Decree-Law No. 138/88 of 22 April);
- Decree Law No. 72/92 of 28 April brings the
domestic legislation into line with EEC Directive No. 86/188 concerning
protection of workers against the hazards of exposure to noise,
as amended by Decree-Law No. 251/87 of 24 June, which approves the
general regulations on noise (amended by Decree-Law No. 292/89 of
2 September);
- Decree-Law No. 280-A/87 of 17 July establishes
procedures for the notification of chemical substances and the classification,
packaging and labelling of dangerous substances;
- Decree-Law No. 294/88 of 24 August establishes
the regulations on the classification, labelling and packaging of
pesticides and additives;
- Order No. 736/88 of 10 November approves the
regulations on the mandatory certification of agricultural and forestry
machinery and equipment;
- Decree-Law No. 273/89 of 21 August approves
the regulations on protection of the health or workers against the
hazards of exposure to equigranular vinyl chloride in the workplace;
- Decree-Law No. 274/89 of 21 August introduces
measures for the protection of the health of workers against the
hazards of exposure to lead;
- Decree-Law No. 284/89 of 24 August approves
the regulations on protection of the health of workers against the
hazards of exposure to asbestos in the workplace;
- Decree-Law No. 348/89 of 12 October provides
for the protection of persons exposed to atomic radiation;
- Order No. 1057/89 of 7 December contains enabling
legislation for Decree-Law No. 284/89;
- Regulatory Decree No. 9/90 of 19 April regulates
the instructions on protection against atomic radiation;
- Decree-Law No. 162/90 of 22 May approves the
general regulations on safety and hygiene in mines and quarries.
293. Drawing on statistical data collected by
the National Statistical Institute, the following table shows the
total numbers of work accidents in 1979, 1980 and 1981:
 |
1987
|
1988
|
1989
|
| Total accidents */
Fatal accidents
|
266 569
287
|
290 961
619
|
304 636
287
|
*/ Including travel accidents.
Equality of opportunity of promotion
294. Article 13 of the Constitution establishes
the principle of equality. Nevertheless, neither the Constitution
nor the law contain any provisions on promotion of persons working
for an employer.
295. It is in fact through collective bargaining
that the regulations concerning managerial staff have been established,
for the treatment of promotion and the inclusion of clauses on promotion
have become increasingly common in this context.
296. In any event, as already stated several
times, it is Decree-Law No. 392/79 of 20 September which gives effect
to the equality of opportunity and treatment of men an women in
employment. Article 10 states that:
- "Women workers shall be guaranteed, on the same terms as
men, the right to pursue a career enabling them to reach the highest
level in their occupation."
297. Furthermore, the civil service legislation
provides a number of special rules on promotion, which is generally
decided on a competitive basis. The legislation defines the main
principles governing the selection of civil servants for the central
administration, the public institutions and economic coordination
bodies (Decree-Law No. 44/84 of 3 February). The aim of these measures
is to "evaluate capacities and classify candidates" (art.
3), in accordance with the following principles (art. 4):
- Equality of conditions and opportunity for
all candidates;
- Freedom to apply for promotion;
- Timely publication of the methods to be used
and supporting evidence required and of the relevant classification
programmes and systems;
- Application of objective evaluation methods
and criteria;
- Neutrality in the membership of the selection
board;
- Right of appeal.
Rest, leisure, limitation of
working hours, and paid leave
298. Article 59 of the Constitution guarantees
all workers the right to rest, leisure, limitation of working hours,
weekly rest days and periodic paid leave. These principles are given
effect both in ordinary law and in labour agreements in the form
of limits on the hours of work, the establishment of work schedules
and the right to a weekly rest day (Decree-Law No. 409/71 of 27
September).
299. All workers are entitled to annual leave
of a minimum of 22 working days (Decree-Law No. 397/91 of 16 October).5/
300. All workers are entitled to a weekly rest
day which may fall on a day other than Sunday in the case of employees
of an enterprise which is exempted from closing on Sunday or for
one whole day a week or which has to close or suspend its operations
for one day other than Sunday. The same applies to workers required
to ensure the continuity of services which cannot be suspended,
and to cleaning staff, caretakers and porters.
301. In addition to this mandatory weekly rest
day, an additional weekly half or whole day off may be granted -
the current practice in almost all sectors.
302. The normal working hours may not exceed
eight hours a day or 44 hours a week (Act. No. 2/91 of 17 January);
however, in the case of office workers the limit is seven hours
a day or 42 hours a week.
303. With regard to child labour, reference
must be made to Decree-Law No. 396/91 of 16 October, which stipulates
that minors may not work hours prejudicial to their schooling.
304. When increased productivity so allows,
these limits on working hours may be reduced; this has already taken
place in most sectors on the basis of collective labour agreements
or ministerial orders.
305. A collective labour agreement may specify
a normal average weekly schedule which, with the addition of two
hours a day, must never exceed 50 hours a week or 200 hours a month
(Decree-Law No. 398/91 of 16 October).
306. There must be a break of a minimum of one
and a maximum of two hours in the normal working day, so that workers
do not work more than five hours without a break.
307. As a rule, overtime may not exceed two
hours per normal working day or 160 hours a year. However, overtime
worked for reasons of force majeure or to prevent or repair serious
damage to the enterprise is not subject to the daily or annual limits
mentioned above. When an employee works overtime on a mandatory
weekly rest day he is entitled to a compensatory paid day off which
must be taken on one of the three following days; when the overtime
is worked on some other day and in an enterprise employing more
than 10 workers, it confers the right to compensatory paid time
off corresponding to 25 per cent of the hours of overtime worked.
308. The period of annual leave is 22 working
days. The remuneration for this period may not be lower than the
remuneration to which the workers would be entitled if they were
not on leave and must be paid before the start of the leave. In
addition to this remuneration, workers are entitled to a holiday
grant equal to the amount of the remuneration.
309. Workers are paid the same for public holidays
as for normal working days.
310. The working hours of each shift of workers
in a round-the-clock operation may not exceed the limit on normal
working hours established by law or in an agreement.
311. Workers may change shift only after their
weekly rest day, which the employer must ensure coincides periodically
with Sunday.
312. The other rights of shift-workers are the
same as for a normal working schedule.
Right to form and join a trade
union
313. The freedom of association is established
in article 55 of the Portuguese Constitution, which states:
- "1. Workers shall be free to form trade unions, a condition
and safeguard for the building of their unity in defence of their
rights and interests."
314. It must be stressed that article 11 of
the European Convention on Human Rights and article 22 of the International
Covenant on Civil and Political Rights, which deal with trade-union
rights, are in force in Portugal's domestic legislation.
315. This article of the Constitution, supplemented
by trade-union legislation (Decree-Law No. 215-B/75 of 30 April),
also stipulates that:
- "In the exercise of the freedom of association, workers
shall be guaranteed without discrimination:the freedom to form
trade unions at all levels" (para. 2 (a)).
316. The freedom to form trade unions is not
subject to any kind of administrative authorization. Workers have
the freedom to organize trade unions and adopt rules of procedure
for them.
317. Accordingly, the statutes of trade unions,
freely adopted by the workers, do not require any ministerial approval
and are subject only to verification of their legality, which takes
place after their adoption and is a legal procedure. After registering
their statutes with the Ministry of Labour, trade unions acquire
juridical personality. The statutes must state the criteria governing
the affiliation of workers, i.e. the geographical and personal scope
of the statutes.
318. The law does not set any limit on the number
of trade unions which may exist in each occupation or category or
branch of activity. Workers thus enjoy total freedom to form any
trade union which they judge necessary for the protection of their
rights.
319. The freedom of association, as embodied
in the Constitution, includes both the freedom of workers to join
the trade union of their choice and the freedom not to do so, for
no worker can be compelled to pay contributions to a trade union
which he declines to join.
320. These aspects of the freedom of association
embodied in the Constitution have been developed in the Trade Union
Act, article 37 of which states:
- "Any agreement or act shall be prohibited and considered
null and void when its purpose is to:
- (a) Make the employment of a worker dependent on his affiliation
or non-affiliation to a trade union or to cause him to withdraw
from a union of which he is a member;
- (b) Allow a worker to be dismissed, transferred or otherwise
harmed by reason of his affiliation or non-affiliation to a trade
union or his trade-union activities."
321. Foreign workers enjoy, on similar terms
as nationals, not only the right to form and join trade unions but
also the right to participate in union activities.
322. Apart from the restrictions described below,
it must be stressed that trade unions are independent of the employers,
the State, religious denominations, political parties and other
political associations (art. 57, para. 4, of the Constitution) and
that they are forbidden to fund or be funded by such entities (Trade
Union Act, art. 6, para. 2).
323. The Constitutional Court, emphasizing the
notion of freedom of association already proclaimed in the Constitution,
has asserted that "the freedom of association is the antithesis
of trade-union monopoly: it does not allow the imposition of single
trade-union systems and prohibits the existence of more than one
union per category".
324. Since the freedom of association is enjoyed
by workers on an individual basis and is not merely a collective
class freedom, every worker has complete freedom of decision as
to whether to join an existing trade union or take the initiative
to form a new one. Furthermore, it is for the trade union itself
to choose its organizational model (by sector, by enterprise, etc.)
and for its members to determine, without any kind of outside interference,
the occupational category to be covered by the union.
325. According to article 270 of the Constitution,
the law may lay down restrictions on the military and security forces
on active duty with regard to the exercise of their rights of expression,
meeting, demonstration, association and collective petition and
on their electoral capacity, as strictly required by their functions.
326. Act No. 29/82, concerning the national
defence and the armed forces, was based on these premises. Article
31, after reiterating in its paragraph 1 almost the exact wording
of article 270 of the Constitution, lists in the following paragraphs
the restrictions on the right to form trade unions. For example,
paragraph 6 prohibits membership of trade unions or participation
in their activities, and paragraph 11 excludes the military and
security forces, the subject of the law, from the scope of the constitutional
provisions concerning the rights of workers.
327. However, with regard to the right of members
of the public security police to form professional associations,
reference is made to the report on the implementation of ILO Convention
No. 87 for the period 11 July 1988 to 30 June 1990.
Right of trade unions to form
federations
328. In its provisions on the freedom of association
the Constitution stipulates "the freedom to set up trade union
associations at all levels" (art. 56, para. 2 (a)). The possibility
of trade-union federations is also recognized; the Trade Union Act
specifies three types of association:
(a) Federation - an association of workers'
trade unions in the same occupation or branch of activity;
(b) Union - a regional association of trade
unions;
(c) General confederation - a national association
of trade unions.
329. The Constitution also recognizes that "trade-union
associations shall have the right to establish relations with or
to join international trade-union organizations" (art. 57,
para. 5).
330. Table I in annex 3 */ shows the number
of associations of trade unions in Portugal in 1990 according to
their geographical distribution.
Right of trade unions freely
to pursue their activities
331. The Constitution states that "associations
of trade unions shall be competent to defend and promote the defence
of the rights and interests of the workers whom they represent"
(art. 51, para. 1). They enjoy important rights for this purpose,
including:
(a) The right to participate and take a leading
role in the drafting of labour legislation (under the consultation
arrangements envisaged in Act No. 16/79 of 26 May). Any violation
of this rule shall result in the declaration of the formal unconstitutionality
of any conflicting legislation which is adopted. In Order No. 117/86
of 19 May the Constitutional Court declared the unconstitutionality
with general mandatory effect of the regulations contained in decree-law
legislation which did not comply with the principle of the participation
of workers' representatives in the drafting of labour legislation;
(b) The right of collective bargaining, in the
form of the negotiation and conclusion of collective agreements,
which the associations exercise as legitimate and exclusive representatives
of the workers. The decree-law establishing the regulations governing
collective labour relations (Decree-Law No. 591-C1/79 of 29 December)
establishes the trade-union monopoly in collective bargaining when
it states in article 3 that:
- "The following bodies are the only ones competent to conclude
collective labour agreements:
- (a) Associations of trade unions
- (b) Employers organizations and associations";
(c) The right to participate in the management
of social security institutions and other organizations in the protection
of the interests of the workers;
(d) The right to participate in the formulation
of economic and social plans through participation of representatives
of associations of trade unions in the National Planning Council
(art. 94, para. 3, of the Constitution);
(e) The right to participate, through representatives
of confederations of trade unions, in the Standing Council for Social
Dialogue, a consultative body made up of representatives of the
workers, employers and the Government, whose functions include consideration
of policies of restructuring and socio-economic development and
the proposal of means of improving the functioning of the economy
(Decree-Law No. 74/84 of 2 March).
332. It must also be stressed that the Portuguese
Constitution expressly accords to workers the right to engage in
trade-union activity within the enterprise (art. 56, para. 2 (d))
through their representatives (when a trade union exists in the
enterprise). Representatives of trade unions enjoy special protection
against dismissal, in order that they should not suffer any kind
of persecution by reason of the performance of their trade-union
duties.
Right to strike
333. The right to strike, which may not be limited
by law, is guaranteed by article 58 of the Constitution, which states
that it is for the workers to determine the interests to be protected
by means of strikes. This provision is supplemented by Act No. 65/77
of 26 August (Strikes Act).
334. The main provisions of this text are listed
below:
(a) The right to strike shall not be revoked
(art. 1, para. 3);
(b) A decision to strike shall be taken by a
trade union or, in certain circumstances, by an assembly of workers
(art. 2);
(c) Picketing shall be allowed, subject to the
right to work of persons not participating in the strike (art. 4);
(d) At least 48 hours notice of a strike shall
be given (art. 5);
(e) The replacement of striking workers by workers
not already employed in the enterprise or service where the strike
is taking place shall be prohibited (art. 6);
(f) During a strike, the trade unions and the
workers shall guarantee continuation of services necessary to meet
certain basic social needs (for example, medical, hospital and pharmacy
services, power and water supply, posts and telecommunications,
etc.). Failure to respect this obligation may result in civil conscription
of the workers by the Government under Decree-Law No. 637/74 of
20 November;6/ So far, there has rarely been recourse to this procedure;
(g) Any form of discrimination on the basis
of a strike shall be prohibited (art. 10).
Specific restrictions
335. Civil servants and other employees of the
Government and public bodies enjoy the right to form and join trade
unions and the right to strike on the basis of full equality with
all other workers.
336. Both the Trade Union Act and the Strikes
Act underline the need for special legislation to regulate these
matters with respect to public employees (art. 50 and art. 12 respectively).
However, the absence of such legislation has not prevented the recognition
of these rights or restricted their exercise.
337. Furthermore, Portugal has ratified ILO
Convention No. 151 concerning Protection of the Right to Organize
and Procedures for Determining Conditions of Employment in the Public
Service.
338. In the case of members of the armed forces
and the police, article 270 of the Constitution states that:
"The law may lay down restrictions on the rights of expression,
meeting, demonstration, association and collective petition and
on the electoral capacity of the permanent members of the military
and security forces on active duty, as strictly required by their
functions".
339. On the basis of the principles stated in
this article of the Constitution, Act. No. 29/82 of 11 December
(the National Defence Act) and Act No. 6/90 of 20 February (on the
exercise of the rights of members of the public security police)
established restrictions inter alia on the exercise of the rights
of expression, meeting, demonstration and association of members
of the military and security forces. Accordingly, they may not hold
trade-union meetings or demonstrations or participate in or join
trade unions, or participate in their activities, except for professional
associations having ethical functions. Nor are such persons covered
by the constitutional provisions concerning the rights of workers.
340. Article 13 of the Strikes Act also excludes
the military and security forces from the scope of the Act.
341. The restrictions on the armed forces contained
in the National Defence Act apply not only to members of the military
but also to members of the National Republican Guard (GNR) and the
Border Guard, which are special military corps having police functions.
342. Members of the criminal investigation police,
which is a non-military force, enjoy the right of association and
the right to strike on an equal footing with all other public employees.
For example, they have formed the Association of Criminal Investigation
Officers, and another trade union is also being established.
343. In Portugal the right to social security
is guaranteed to all citizens by the Constitution. The State has
a duty to organize, coordinate and subsidize a unified and decentralized
social security system with the participation of trade union associations,
other organizations representing the beneficiaries, employers' associations,
local authorities and any other entity pursuing or having the same
objectives (see table I, annex 4) */.
344. Portugal has ratified the ILO Convention
(No. 102) concerning Minimum Standards of Social Security.
345. The organization of the social security
system is not prejudicial to the existence of private friendly societies.
These private institutions provide assistance to the elderly and
to children through agreements with the State under which they undertake
to pursue certain objectives in accordance with specified activities,
while the State assures them of its support. They are non-profit-making
and pursue identical objectives.
346. The difficulties experienced by the Portuguese
social security system really reflect the current international
context:
- Population trends (fall in the number of active
workers, increase in the number of pensioners and of life expectancy);
- Changes in family patterns;
- Technological development and the consequent
reduction of the work force, which has negative repercussions on
financing based on contributions paid out of remuneration;
- Contribution evasion.
347. Besides this situation we can also point
out the great effort made to raise the level of social protection
and to adopt exceptional measures as part of the restructuring of
activity sectors and enterprises after Portugal acceded to the European
Community, with a view to bringing about the common internal market
and preparing the country so that its impact does not have serious
negative social repercussions.
Legislation in force
348. In order to comply with the provisions
of the Constitution, Act No. 28/84 of 14 August was adopted. This
is the Social Security Act which lays down the foundations of the
social security system.
349. The legal texts mentioned below are the
most important ones that have been published in the respective fields
of coverage since 1985:
- Decree-Law No. 307/86, of 22 September;
- Regulatory Decree No. 2/87, of 5 January;
- Decree-Law No. 41/88, of 6 February (general
social security scheme for self-employed workers);
- Decree-Law No. 81/85, of 28 March;
- Regulatory Decree No. 19/85, of 28 March;
- Decree-Law No. 401/86, of 2 December;
- Regulatory Decree No. 75/86, of 30 December;
- Regulatory Decree No. 9/88, of 3 March (incorporation
of workers or
assimilated persons into the social security
system);
- Decree-Law No. 40/89, of 1 February (voluntary
social insurance scheme);
- Decree-Law No. 241/89, of 3 August;
- Prescriptive Order No. 621/89, of 5 August
(social protection of firemen);
- Decree-Law No. 141/89, of 28 April (social
protection of workers in domestic service);
- Decree-Law No. 300/89, of 4 September (footballers'
social security
scheme);
- Decree-Law No. 179/90, of 5 June (incorporation
of teachers at non-higher, private and cooperative educational establishments
into the general social security system);
- Decree-Law No. 136/85, of 3 May;
- Regulatory Decree No. 36/87, of 17 June;
- Decree-Law No. 154/88, of 10 March;
- Decree-Law No. 132/88, of 20 April;
- Decree-Law No. 287/90, of 19 September (sickness,
maternity, paternity, and adoption);
- Regulatory Decree No. 21/85, of 4 April;
- Regulatory Decree No. 57/87, of 11 August;
- Decree-Law No. 322/90, of 19 October;
- Ordinance No. 470/90, of 23 June (disability,
old age, survivor's and death);
- Decree-Law No. 143/88, of 22 April;
- Regulatory Decree No. 13/89, of 3 May (unified
pension of workers covered by the general social security scheme
and by the social protection scheme for public administation staff);
- Regulatory Decree No. 67/87, of 31 December;
- Regulatory Decree No. 21/88, of 17 May;
- Decree-Law No. 29/89, of 16 November (family
benefits for handicapped persons);
- Decree-Law No. 17-D/86, of 6 February;
- Decree-Law No. 257/86, of 27 August;
- Decree-Law No. 299/86, of 19 September;
- Decree-Law No. 156/87, of 3 April;
- Ordinance No. 335/87, of 23 April;
- Decree-Law No. 64-C/89, of 27 February;
- Decree-Law No. 79-A/89, of 13 March (protection
during unemployment);
- Ordinance No. 12/88, of 22 February (agreements
for cooperation between regional social security centres and private
friendly societies);
- Decree-Law No. 18/88, of 11 January;
- Order No. 52/SESS/90, of 27 June (occupational
activities for the seriously handicapped);
- Decree-Law No. 30/89, of 24 January;
- Prescriptive Order No. 67/89, of 28 June;
- Prescriptive Order No. 96/89, of 11 September
(installation, operation, licensing and inspection of profit-making
establishments that engage in social support activities for children,
young people, the elderly and the handicapped);
- Decree-Law No. 391/91, of 10 October (regulating
the domestic reception arrangements for the elderly and disabled
adults);
- Decree-Law No. 140-D/86, of 14 June;
- Decree-Law No. 295/86, of 19 September (single
rate for contributions paid by employers and employees to the social
security system);
- Decree-Law No. 52/88, of 19 February (regularization
of debts owed to the social security system);
- Cabinet Resolution No. 15/88 (establishment
of the National Policy Commission for the Elderly, under the aegis
of the Minister of Employment and Social Security);
- Decree-Law No. 64/89, of 25 February (arrangements
in force for dealing with infringements of social security regulations);
- Act No. 9/89, of May;
- Framework law on the prevention of disabilities
and the rehabilitation and integration of disabled persons);
- Decree-Law No. 225/89, of 6 July (supplementary
occupational schemes);
- Decree-Law No. 258/89, of 14 August (social
security financial stabilization fund);
- Decree-Law No. 380/89, of 27 October (retroactive
payment of social security contributions);
- Decree Law No. 72/90, of 3 March (Friendly
Societies Code);
- Decree-Law No. 245/90, of 27 July (local social
security services);
Essential characteristics of
the social security system
350. The basic purpose of the Portuguese social
security system is to protect workers and their families in the
following situations: incapacity to work or reduction of their capacity
to work, involuntary unemployment, death, and compensation for certain
family dependants and support for the most needy individuals. The
system also seeks to protect, in accordance with an appropriate
pattern of benefits and after verification of certain conditions,
persons who can prove that they are suffering economic or social
hardship.
351. The system includes the social security
schemes and institutions and their management, as well as the taking
of any social action incumbent upon it; the system is financed basically
by contributions paid by beneficiaries and employers and by transfers
from State funds.
352. The social security institutions are under
the protection of the Government, and the State administrative services
are responsible for monitoring and guiding their activities.
353. The social protection guaranteed by the
system is given effect through contributory schemes, such as the
obligatory general scheme and the voluntary social insurance scheme,
and through the non-contributory scheme and social action.
354. The legislation in force also provides
for Portugal's accession, on the initiative of the State, to international
social security agreements intended to guarantee equality of treatment
for Portuguese citizens and their families working or residing abroad
in respect of the rights and obligations of persons covered by the
social security systems of the countries concerned and to secure
the maintenance, when they return to Portugal, of such rights as
they have already acquired or which are in the process of being
created.
Social security schemes
355. The general social security scheme obligatorily
covers employed and self-employed workers in agriculture, industry,
commerce and services. It is primarily financed by contributions
paid by beneficiaries and employers. However, the general scheme
provides for adaptations with regard to certain activities, either
in respect of financing or in respect of the arrangements for benefits.
By way of example, mention may be made of:
- The social security scheme for artists;
- The social security scheme for diocesan clergy
and ministers of other religious denominations;
- The social security scheme for workers in
domestic service;
- The social security scheme for footballers.
356. The non-contributory scheme provides protection
for all persons suffering confirmed socio-economic hardship who
are not covered by the contributory scheme. It covers nationals,
but it may also be extended, in certain circumstances, to refugees,
stateless persons and nationals of States Members of the European
Union residing in Portugal. The scheme is financed by transfers
from the State budget.
357. The voluntary social insurance scheme,
contributory but optional, is open to persons who, owing to the
nature of their activities, are not covered by the obligatory schemes.
The scheme can cover nationals residing in Portugal or abroad and
foreigners who have resided in Portugal for one year, as well as
a few workers in specific situations, such as;
- Seamen working on ships owned by foreign enterprises;
- Former beneficiaries of the social security
system who are no longer
covered by the obligatory schemes;
- Social volunteers engaged in unpaid but socially
useful activities in an organized way.
Contributions are paid by the insured persons
and may differ according to the type of activity involved and the
benefits granted.
358. Finally, staff of the central or regional
public administration and military personnel have their own system
of social protection.
359. Most bank workers are covered by professional
schemes for sickness, disability, old age and death.
Protection arrangements of the
social security schemes
360. The arrangements for benefits under these
schemes take the form of cash benefits or benefits in the form of
facilities and services, according to the contingencies to be protected
against and taking into account the circumstances of beneficiaries
and their families. However, whereas the general social security
scheme covers a large number of contingencies, in particular sickness,
maternity, industrial accidents and occupational diseases, unemployment,
disability, old age and death, as well as family allowances, the
non-contributory scheme provides only family allowances and protection
in the case of disability, old age and death (see tables II to V,
annex */).
361. Furthermore, access to the benefit arrangements
under the latter scheme is permitted only to persons whose gross
monthly income is equal to or less than 40 per cent of the national
minimum wage or whose total family income does not exceed one and
a half times such remuneration. However, for certain benefits there
are specific income requirements.
362. The voluntary social insurance scheme is
mainly intended to protect insured persons in the event of disability,
old age and death, but in the case of certain activities this protection
may be extended to include sickness, occupational disease and family
allowances.
363. The provision of health care by the services
of the Ministry of Health include consultation services, hospital
care and medicines. It may be free of charge or subject to the payment
of a symbolic proportion of the cost. Since it covers all citizens,
beneficiaries of the social security system are included.
364. When they are temporarily prevented from
working because of sickness, pregnancy or the birth or sickness
of a child, beneficiaries of the general scheme are entitled to
certain benefits. Among the beneficiaries of the voluntary social
insurance scheme, only workers on ships owned by foreign enterprises
are eligible for sickness benefit.
365. When a beneficiary suffers from a clinically
confirmed illness that is unconnected with any industrial accident
or occupational disease, a benefit will be paid to him provided
he can prove six months' remuneration, either continuous or intermittent,
recorded in his name and 12 days' remunerated work during four months
before the month prior to the month when the illness was confirmed.
The daily amount of the benefit is 65 per cent of average remuneration
calculated on the basis of the earnings recorded in the beneficiary's
name over the first six months before the second month prior to
that in which the illness was confirmed.
366. The benefit is paid as from the fourth
day of illness (except in cases of hospitalization and tuberculosis,
where it is paid as from the first day) for a maximum period of
1,095 days, whether continuous or intermittent, after which the
beneficiary may, following an opinion given by a disability verification
commission constituted for that purpose, become eligible for a disability
pension.
367. In the case of a long illness lasting uninterruptedly
for a period of 365 days, the daily amount is 70 per cent of average
remuneration.
368. Under the self-employed workers' social
security scheme, sickness benefit is not paid during the first 60
days of each period of incapacity, and the maximum benefit period
is 365 days, continuous or intermittent. Once this limit has been
reached, the beneficiary is eligible for a further indemnity only
after six months have elapsed since the date of his previous medical
discharge, provided he produces a record of remuneration or assimilated
circumstances. If the beneficiary suffers from tuberculosis, the
amount of the benefit is increased to 80 per cent of average remuneration
calculated in the same way as sickness benefit; it may reach 100
per cent of remuneration in the event of hospitalization or if the
beneficiary has family dependants.
369. Under all schemes there is no time limit
for the grant of this benefit, which is paid throughout the whole
duration of the illness.
370. The minimum amount of sickness benefit
is 30 per cent of the minimum remuneration established for the beneficiary's
field of activity.
371. Pregnancy benefit is paid to women beneficiaries
of the special social security scheme for artists who cannot perform
their normal professional activities during pregnancy. The benefit
is determined in the same way as sickness benefit and may reach
80 per cent of average daily remuneration.
372. Maternity, paternity and adoption benefits
are paid to women beneficiaries of the general scheme for 90 days,
60 of which must be taken immediately after childbirth. In cases
of miscarriage or stillbirth, the period of benefit varies between
10 days and 30 days, depending on medical directions.
373. In order to be eligible for this benefit
the beneficiary must give proof of six months' continuous or intermittent
earnings recorded in her name. The amount of the benefit is calculated
in the same way as in the case of sickness benefit, but the daily
amount is 100 per cent of average remuneration.
374. Fathers, too, may also receive a benefit
during the last 30 or 60 days not immediately following childbirth
when the mother suffers from some physical or mental incapacity
preventing her from taking care of the newborn baby.
375. Beneficiaries wishing to adopt children
under three years of age are eligible for a benefit equal to the
maternity benefit in order to be with the child; this benefit is
paid as from the date of deposit of the adoption declaration and
for a period of 60 days.
376. In the case of a clinically confirmed need
to stop work in order to take care of children under three years
of age for reasons of sickness, beneficiaries of the general scheme
are eligible, for each child and for a maximum of 30 days in each
calendar year, for a benefit amounting to 65 per cent of average
daily remuneration. This benefit is paid to beneficiaries exercising
exclusive paternal authority after verification that they have six
months of continuous or intermittent remuneration recorded in their
name and after a means test which provides, at present, that the
monthly family income must not exceed 70 per cent of the highest
national minimum wage.
377. In Portugal liability for the compensation
of injuries occurring in the workplace lies with employers, who
may transfer their liability to insurance entities that are under
the tutelage of the Ministry of Finance but whose integration into
the social security system is provided for.
378. In the case of occupational diseases, liability
must be transferred to the social security system for employed workers
who are obligatorily covered by the general scheme.
379. The registration of self-employed workers
is optional. Social protection against these risks takes the form
of benefits in kind and in cash. Benefits in kind include accessory
or supplementary medical, surgical, pharmaceutical, hospital and
other care that may be necessary or appropriate for the restoration
of the worker's health and of his capacity to work and to earn.
380. In the case of temporary total incapacity,
the beneficiary is eligible for an indemnity equal to two-thirds
of basic remuneration, this being only of one-third during the first
three days following the accident. In the case of temporary partial
incapacity, the indemnity is equal to two-thirds of the reduction
suffered in the general capacity to earn. This amount will be reduced
to one-third in the case of hospitalization, when liability for
paying the costs together with medical care and food lies with the
entity responsible, or in cases where the beneficiary has no dependent
family.
381. In the case of permanent total incapacity
to perform any work, the beneficiary is eligible for a pension for
life equal to 80 per cent of basic remuneration, plus 10 per cent
for each dependent relative, up to a limit of 100 per cent of that
remuneration. In the case of permanent total incapacity to perform
normal work, the pension for life varies between one half and two-thirds
of basic remuneration, depending on the beneficiary's residual functional
capacity to work in any other compatible occupation.
382. In the case of permanent partial incapacity,
the beneficiary is eligible for a pension for life equal to two-thirds
of the reduction suffered in his capacity to earn. The degree of
incapacity is fixed by the Labour Court or by the National Occupational
Disease Insurance Fund in accordance with their respective jurisdictions.
383. When a pensioned beneficiary needs the
constant assistance of a third person, he is entitled to an allowance
of up to 25 per cent of the amount of the pension allocated to him,
not exceeding 80 per cent of basic remuneration.
384. If the beneficiary dies as a result of
an industrial accident or an occupational disease, the surviving
spouse and descendants are eligible for a survivor's pension on
the terms and in the amounts established in the undermentioned Decree-Law.
385. The burial benefit is equal to 30 days'
remuneration or twice that amount if the body is transferred.
386. Protection during unemployment is provided
through unemployment benefits and through supplementary unemployment
benefits paid to beneficiaries who, having exhausted the period
of unemployment benefit, fulfil the conditions established therefor.
387. Paid workers who have an individual contract
of employment and who are beneficiaries of the general social security
scheme, as well as recipients of disability pensions who are subsequently
deemed to be fit for work, are eligible for these benefits in the
prescribed circumstances.
388. Artists covered by their own social security
scheme are eligible for unemployment benefits only if they are employed
by another person.
389. The conditions for the granting of unemployment
benefits are as follows:
- Beneficiaries must provide proof that earnings
have been recorded for 540 days of work for another person during
the 24 months immediately prior to the date on which they became
unemployed;
- Their unemployment must be involuntary;
- They must be able and ready to work;
- They must be registered as seeking employment
at the employment centre of their area of residence.
390. The application for unemployment benefit
must be lodged with the employment centre where the worker is registered,
within 90 days following the commencement of the unemployment.
391. The monthly amount of unemployment benefit
is equivalent to the amount to which the worker would have been
entitled if he had been sick and is determined in the same way as
sickness benefit. It may not be less than remuneration.
392. For former recipients of disability pensions
who are deemed to be fit to work, the amount of the benefit is 65
per cent of the national minimum wage and it may not be less than
the amount of the disability pension to which they were entitled
as pensioners.
393. Unemployment benefit is paid as from the
date of lodgement of the application, for a period determined on
the basis of the beneficiary's age:
- 10 months for beneficiaries up to 25 years
of age;
- 12 months for beneficiaries from 25 to 30
years of age;
- 15 months for beneficiaries from 30 to 35
years of age;
- 18 months for beneficiaries from 35 to 40
years of age;
- 21 months for beneficiaries from 40 to 45
years of age;
- 24 months for beneficiaries from 45 to 50
years of age;
- 27 months for beneficiaries from 50 to 55
years of age;
- 30 months for beneficiaries over 50 years
of age.
394. Workers who are employed by another person
full-time are covered for supplementary unemployment benefit if
they:
- Provide proof of a record of earnings for
180 days' work during the 12 months immediately prior to the date
on which they became unemployed;
- Are involuntarily unemployed;
- Are able and ready to work;
- Have exhausted the periods allowed for the
allocation of unemployment benefit;
- Are registered as seeking work at the employment
centre of their area of residence;
- Are suffering financial hardship - in other
words, the monthly income of each member of the family unit must
be less than 80 per cent of the national minimum wage established
by law for the occupation in which the worker was engaged.
395. The monthly amount of supplementary unemployment
benefit is calculated by the application of percentages to the national
minimum wage. These percentages are as follows:
- 100 per cent for workers having four or more
dependants;
- 90 per cent for workers having fewer than
four dependants;
- 70 per cent for workers without dependants.
396. Supplementary unemployment benefit is paid
as from the date of the application and for the same periods as
unemployment benefit. When the benefit is paid after the period
of payment of unemployment benefit, its duration is one half of
the periods established for the allocation of unemployment benefit.
397. Beneficiaries aged 55 years or over are
eligible for unemployment benefit up to 60 years of age. As from
that age, they are eligible for an old age pension provided they
fulfil the other conditions required for the allocation of that
pension.
398. Finally, unemployment benefits may be paid
globally in a single instalment to a beneficiary who presents projects
for the creation of his own job.
399. Under the non-contributory social security
scheme, young people seeking their first job are eligible for a
benefit for young persons seeking to enter the work force if they:
- Are from 18 to 25 years of age;
- Have never worked or have not attained the
average of 180 days in the last 360 days prior to the date of unemployment;
- Have been registered as seeking work at the
employment centre of their area of residence for six months or more;
- Are ready and able to work;
- Are not entitled to unemployment benefit;
- Fufil the necessary residence requirements.
The amount of the benefit is equal to that of
the supplementary benefit of the non-contributory scheme. The benefit
is paid for 15 months, and the application may be renewed after
360 days have elapsed from the date on which the previous benefit
ceased.
400. For the purposes of the award of a disability
pension, a disabled person is considered to be any worker who, before
the age of retirement and further to an illness or accident not
covered by the legislation on industrial accidents or occupational
diseases:
- Is deemed to be definitively unfit for work
in his occupation, in such a way that he cannot earn more than one-third
of the equivalent remuneration for doing so;
- Has completed a period of 60 months with earnings
recorded in his name (72 months for workers insured under the voluntary
social insurance scheme).
Disability status is confirmed through an opinion
given by a disability verification commission convened for that
purpose.
401. Beneficiaries who have received sickness
benefit for a maximum period of 1,095 days are eligible for a provisional
disability pension after the disability has been confirmed by the
disability verification commission. The monthly amount of the disability
pension is 2.2 per cent of the average monthly remuneration for
each calendar year of recorded earnings and may not be less than
30 per cent nor higher than 80 per cent of such remuneration. Average
monthly remuneration is calculated according to the S/60 formula,
where S represents the total remuneration received by the person
concerned during the five best years of the last ten years of work
with earnings recorded in his name. The minimum monthly amount of
the pension may not, however, be less than the amounts fixed annually.
402. The disability pension becomes an old age
pension when the beneficiary reaches the age of retirement laid
down by law. The disability pension is cancelled when the grounds
that justified recognition of the disability no longer prove to
be correct. It may also be suspended, in whole or in part, when
the pensioner engages in a gainful activity; he is, however, prohibited
from working in the occupation for which he had been deemed unfit.
403. Under the non-contributory scheme, protection
against disability is provided through the supplementary disability
pension. This is paid to beneficiaries aged 18 years or over who
suffer from a confirmed incapacity for all occupations and who are
not effectively covered by the contributory scheme. They must, moreover,
meet the means test - in other words, their gross monthly income
may not exceed 30 per cent of the highest minimum national wage,
or 50 per cent of it in the case of a couple. The amount of the
pension is uniform and is fixed annually.
404. This scheme was modified by Decree-Law
No. 329/93 of 25 December, which provided that the following arrangements
should enter into force as from 1 January 1994:
"Conditions of allocation:
- Considered to be disabled persons are workers
who, before reaching the age of retirement and as a result of a
permanent physical or mental incapacity, cannot obtain more than
one-third of the normal remuneration for their occupation;
- Allocated to beneficiaries having five years
of recorded remuneration or in an equivalent situation, the completion
of the term not being required when the beneficiary has been sick
for 1,095 days and becomes eligible for a disability pension."
The amount of the pension is calculated in the
same way as for an old age pension.
405. An attendance allowance for recourse to
a third person is allocated to pensioners who cannot perform independently
the actions essential to cope with the elementary needs of daily
life and who require the permanent assistance of another person.
The amount of this allowance is fixed annually (9,250 escudos in
1994). If the beneficiary has a dependent spouse, he will receive
the dependent spouse supplement, the amount of which is fixed annually
(4,020 escudos in 1994).
406. The granting of a disability pension under
the non-contributory scheme is dependent upon the gross monthly
sum paid not exceeding 30 per cent of the minimum wage, or 50 per
cent in the case of a couple. The pension is paid to persons suffering
from a permanent incapacity to work. The monthly pension is a fixed
amount. In 1994 the amount was fixed at 16,600 escudos. A serious
disability allowance is allocated to pensioners who depend on the
permanent assistance of another person.
407. Pensions and the supplements thereto are
paid 14 times a year.
408. Old age pensions are paid to beneficiaries
of the general scheme who have completed 120 months' earnings recorded
in their name (144 months for beneficiaries of the voluntary insurance
scheme) and who have reached the following statutory ages:
- 65 years for men and 62 years for women;
- 60 years for insured unemployed persons;
- 55 years for workers registered as long-distance
or coastal merchant marine seamen, coastguards, fishermen and dock
workers;
- 50 years for underground miners.
409. The monthly amount of the old age pension
is calculated in the same was as the disability pension and, as
in the case of the disability pension, is also subject to a minimum
sum.
410. It is permissible to draw an old age pension
and to earn income from the exercise of an occupation. In this case
the person concerned must continue to pay contributions to the social
security system.
411. Old age is protected under the non-contributory
scheme through the supplementary old age pension paid to beneficiaries
aged 65 years or over who are not effectively covered by the contributory
scheme and who meet the means test for the disability pension. The
amount is the same as that of the disability pension.
412. This scheme was amended by Decree-Law No.
329/93 of 25 September, which stipulated that the following provisions
should enter into force as from 1 January 1994.
413. The pension is allocated to beneficiaries
who have over 15 calendar years of recorded earnings or who are
in similar situations, as from the moment they reach 65 years of
age.
414. The monthly amount of the pension is equal
to 2 per cent per year of recorded earnings, with a minimum of 30
per cent and a maximum of 80 per cent, based on the average remuneration
over the best 10 years of the last 15 years of recorded earnings.
The earnings considered in the calculation of the pensions are up-dated
on the basis of the cost-of-living index less the housing element.
415. The pension thus determined may never be
less than the minimum pension (26,200 escudos in 1993).
416. A third person allowance is allocated to
pensioners who cannot perform independently the actions necessary
to cope with the basic needs of daily life and require the permanent
assistance of another person.
417. The amount of this allowance is fixed annually.
For 1994 it is 9,250 escudos.
418. If the pensioner has a dependent spouse,
he will receive a supplementary pension for the spouse, in an amount
established annually (4,200 escudos in 1994).
419. The legal age for the allocation of a pension
may be brought forward to 60 years in the case of unemployed persons
and to 55 years in the case of employed persons whose work is considered
to be heavy or unhealthy by the law.
420. It is possible to receive this pension
together with income from work. If an old age pensioner works, he
is obliged by law to pay into the system, his pension being annually
adjusted on the basis of remuneration received.
421. Under the non-contributory scheme, this
pension, which is of a fixed amount of 16,600 escudos per month
in 1994, is allocated to persons:
- Aged 65 years or over;
- Whose gross monthly income does not exceed
30 per cent of the national minimum wage, or 50 per cent in the
case of a couple.
422. A serious disability allowance, which in
1994 is of 7,800 escudos per month, is allocated to pensioners who
need the permanent assistance of a third person.
423. If a beneficiary or pensioner of the general
social security scheme dies, a survivor's pension is paid to the
surviving spouse or to the surviving former spouse entitled to alimony,
as well as to descendants or equivalents and to ascendants. Other
situations are assimilated to death for the allocation of this pension,
in particular the disappearance of the beneficiary in the event
of war, public disaster or catastrophe giving rise to a presumption
that he has died.
424. The conditions and amounts of the survivor's
pension are as follows:
(a) There must be earnings recorded in the name
of the beneficiary during at least 36 months (72 months for beneficiaries
of the voluntary social insurance scheme);
(b) Spouses are eligible for the pension if
the marriage took place at least one year before the death of the
beneficiary, unless there are children born of the couple, or about
to be born, or the death is due to an accident or illness that occurred
after the marriage;
(c) Spouses or former spouses are eligible for
the pension for a period
of five years if they are under 35 years of
age on the date of the beneficiary's death, unless they suffer from
a permanent total incapacity to work;
(d) A person who lives with the beneficiary
in circumstances similar to those of a spouse, as established in
the Civil Code, is also eligible for the pension on certain conditions;
(e) The pension is allocated to descendants
up to 18 years of age. After that age the pension will be paid if
they are not engaged in an activity covered by the obligatory social
protection schemes, up to the following limits:
(i) From 18 to 25 years, respectively, provided
they are attending a secondary educational establishment of various
kinds or a higher educational establishment;
(ii) Up to 27 years, if they are preparing a
thesis for a university degree, are studying on a post-graduate
course or for a doctorate, or are completing end-of-course training
essential for obtaining a qualification;
(iii) Without age limit in the case of permanent
total incapacity to work.
425. The monthly amounts of a survivor's pension
are calculated by applying the following percentages to the disability
or old age pension that is allocated or may be allocated to the
deceased beneficiary:
- 60 per cent or 70 per cent for surviving spouses
or former spouses, in the case of one or more;
- 20 per cent, 30 per cent or 40 per cent for
descendants or equivalents, in the case of one, two or more descendants.
These percentages are doubled in the case of orphans;
- 30 per cent, 50 per cent or 80 per cent for
ascendants in the case of one, two or three or more than three.
426. Under the non-contributory scheme, protection
against death is provided through widow's and orphan's pensions.
A widow's pension is paid to the surviving spouse of a disability
or old age pensioner beneficiary of the same scheme who furnishes
proof that she is not in receipt of any other pension or of income
exceeding the income required for the allocation of a disability
pension. The amount is 60 per cent of the amount established for
the disability or old age pension under the same scheme. An orphan's
pension is paid to resident Portuguese orphans up to the age of
majority or emancipation provided they are not covered by any other
contributory social protection scheme and furnish proof of being
in socioeconomic difficulties. The monthly amount of this pension
is calculated by applying the aforementioned percentages for orphans
of beneficiaries under the general scheme to the disability or old
age pension under the non-contributory scheme.
427. It must also be stated that all social
security scheme pensioners are eligible for holiday and Christmas
allowances, which are paid together with the monthly pensions for
July and December respectively, their amounts being equal to those
of the pensions concerned.
428. Pensioners are also eligible for supplementary
allowances, in particular for the serious disability allowance and
the pension supplement for a dependent spouse. This allowance is
allocated to disability and old age pensioners under the general
scheme and under the non-contributory scheme to pensioners in receipt
of the supplementary pension who suffer from a permanent total incapacity
to engage in any occupation and who need the constant assistance
of another person. The monthly amount of this allowance, which is
fixed annually, varies according to the social security scheme concerned.
Persons in receipt of a survivor's pension under the general scheme
are eligible for an allowance when they need the assistance of another
person, the amount of which is equal to that of the supplement for
seriously disabled persons under the same scheme.
429. The monthly supplement for a dependent
spouse, the amount of which is also fixed annually, is paid to disability
and old age pensioners under the general scheme who have a dependent
spouse, after a means test. Supplements to pensions, as well as
pensions themselves, are up-dated regularly, generally once a year.
430. When a beneficiary or pensioner under the
general scheme dies (or disappears, as has already been indicated
in connection with the survivor's pension), an allowance will be
paid, in a single instalment, to his family. This allowance is paid
as follows:
- One half to the spouse and one half to the
descendants or equivalents eligible for the family allowance;
- In full to the spouse or former spouse if
there are no eligible descendants;
- In full to the descendants eligible for family
allowance if there is no eligible spouse;
- In full to the beneficiary's ascendants or
equivalents if there is no eligible spouse or descendant;
- In the absence of the above-mentioned family
members, the allowance will be paid to such dependent family members
or equivalents as the beneficiary has designated for this purpose.
431. The amount of the allowance is six times
the reference earnings (1/12 of the overall remuneration for the
two years of the highest remuneration received during the last five
years of earnings recorded in the beneficiary's name). These reference
earnings may not be less than the national minimum wage.
432. Beneficiaries of the voluntary social insurance
scheme are also eligible for this allowance.
433. The family allowances described below are
designed to make adjustment for dependent relatives. They are granted
under the general scheme, and some of them under the non-contributory
scheme. Certain beneficiaries of the voluntary social insurance
scheme, in particular workers on vessels owned by foreign enterprises
and former beneficiaries of the social security scheme who are no
longer covered by the obligatory schemes, are also eligible for
family allowances. The general condition for the allocation of family
allowances is the beneficiary's uninterrupted registration with
the social security system; his registration is considered to be
interrupted when 12 consecutive months have elapsed without any
record of earnings.
434. The family allowance is a monthly allowance
paid for each descendant of the beneficiary or his spouse (or person
under their guardianship or whom they have adopted), as well as
for each minor whom they wish to adopt or who is entrusted to their
care by a court decision. Only descendants or equivalents who can
be proved to be dependent on the beneficiary are eligible for the
family allowance, which is therefore not paid in respect of persons
in gainful employment.
435. Although the non-contributory scheme requires
a means test for the allocation of the family allowance, in practice
all children are covered by it; moreover, descendants beyond the
first degree may receive the allowance when they are orphans or
when their parents do not receive the allowance for them.
436. The amount of the family allowance for
each descendant is fixed annually. As from the third descendant,
in family units whose gross monthly income is less than one and
a half times the national minimum wage, the amount of the allowance
is higher.
437. The amount allocated under the general
scheme in 1993 was 2,320 escudos per month for each child.
438. The allowance is paid up to the age limit
of compulsory schooling (14 years). This limit may be extended to
descendants aged 18, 22 or 25 years respectively, provided they
are attending a secondary educational establishment of various kinds,
are attending a higher educational establishment, or are preparing
a thesis for a degree, studying on a post-graduate course or for
a doctorate, or completing end-of-course training essential for
obtaining a qualification.
439. Each of the above-mentioned limits may
be increased up to three years more if the descendant has not obtained
satisfactory school results as a result of duly confirmed physical
or mental incapacity.
440. As from the age of 25 years, the family
allowance continues to be paid in the case of descendants suffering
from a permanent incapacity to perform any kind of work when they
do not fulfil the conditions required by law for the allocation
of a monthly allowance for life or the supplementary disability
pension under the non-contributory scheme.
441. The family allowance continues to be paid
when the beneficiary is unable to work because of sickness, maternity,
compulsory military service or unemployment.
442. Descendants of pensioners, including descendants
of victims of industrial accidents or occupational diseases, also
retain their eligibility for a family allowance, as well as descendants
of prisoners.
443. A marriage allowance is paid, in a single
instalment, to each spouse beneficiary of the general social security
scheme. The amount allocated under the general scheme in 1993 was
18,510 escudos.
444. A birth allowance is paid, in a single
instalment, at the birth of each live child. It is not paid under
the non-contributory scheme. The amount paid under the general scheme
in 1993 was 22,260 escudos.
445. A maternity allowance is paid monthly during
the first ten months of life of each child. It is also paid under
the non-contributory scheme. The amount paid under the general scheme
in 1993 was 4,100 escudos per month per child.
446. A supplementary allowance for handicapped
children and young people is paid up to the age of 24 years to the
descendants or equivalents of a beneficiary or his spouse who, for
reasons of sickness, injury or deformity, find themselves in one
of the following situations:
- They need specific individualized care of
a pedagogical or therapeutical nature;
- They are registered at a special education
establishment, or are in a condition to be so;
- They are afflicted with a permanent diminution
of their physical, motor, organic or intellectual capacity which
does not allow them to provide normally for their subsistence when
they reach the age for taking up an occupation.
447. The monthly amounts of this allowance,
which is also granted under the non-contributory scheme, are fixed
annually, according to age:
- Up to 14 years;
- From 14 to 18 years;
- From 18 to 24 years.
A monthly allowance for life is paid as from
the age of 24 years for each descendant or equivalent of the beneficiary
or his spouse who finds himself in one of the situations mentioned
in connection with the supplementary allowance for handicapped children
and young people and who is not eligible for a disability pension
under the general scheme or for a supplementary disability pension
under the non-contributory scheme.
448. A special education allowance is paid monthly
to descendants or their equivalents up to the age of 24 years registered
with special education establishments recognized by the Ministry
of Education or benefitting from any other form of support designed
to secure the child's recovery and social integration, provided
by a specialist. The amount varies according to the degree of family
participation in the cost of the special education and is determined
on the basis of the family's income.
449. A third person's assistance allowance is
paid monthly to severely handicapped persons who are already eligible
for the supplementary allowance or for the monthly allowance for
life and who find themselves in a situation of dependency and require
the permanent assistance of another person in order to cope with
the basic needs of daily life. This assistance, which may be provided
through the successive and combined participation of several persons,
is deemed to be permanent as soon as it implies a minimum period
of attendance of six hours a day. The amount of the allowance is
equal to that of the serious disability supplement.
450. A burial allowance, the amount of which
is fixed annually, is paid in a single instalment upon the death
of:
- Descendants or their equivalents eligible
for a family allowance, including cases of stillbirth;
- The beneficiary's spouse;
- Ascendants or their equivalents of the beneficiary
or his spouse, provided proof is furnished that they are dependants;
- The actual beneficiary or pensioner, in which
case the allowance is paid to the person who furnishes proof that
he undertook the burial.
This allowance is not paid under the non-contributory
scheme.
Social action
451. The main objectives of social action are
to prevent situations of need, dysfunction and social marginalization
and to promote the integration into the community and protection
of the most vulnerable groups, particularly children, young people,
the handicapped, the elderly and any other persons suffering financial
or social hardship when the social security schemes are not capable
of coping with their situations (see table VI, annex 4 */).
452. Social action does not affect the principle
of citizen, family and community responsibility.
453. Social action may be taken either directly
by the social security institutions or through agreements with public
or private non-profit-making entities pursuing the same objectives.
The benefits provided through social action take the form of facilities
and services, access to which depends upon the financial resources
of the institutions concerned and upon the socioeconomic needs of
individuals and families. They are distributed as follows:
454. Children and young people. In this case
social action is aimed at promoting the protection of children and
young people who are deprived, whether temporarily or permanently,
of a normal family background, by cooperating with regard to the
sociofamilial aspects of adoption and the guidance and coordination
of family placements and by securing their acceptance in homes under
the agency's own responsibility or under that of private social
solidarity institutions (IPSS) with which they have cooperation
agreements.
455. Seeking to cooperate with families in protecting
children and young people with a view to securing their full development,
social action provides facilities and services which include:
(a) Infant carers who, for remuneration, look
after a maximum of four children up to the age of three years during
working hours or at any other time when their parents are unable
to do so;
(b) Family-style day nurseries for small infants,
operated by a team of infant carers residing in the same area;
(c) Day nurseries to look after children up
to the age of three years during working hours or at any other time
when the parents are unable to do so;
(d) Kindergartens to look after children from
three years of age up to the age at which they go to school;
(e) Activity and leisure centres to support
children of school age up to the age of 12 years at times when they
are not at school.
456. The handicapped. The social support provided
to handicapped children, young people and adults is basically aimed
at securing their sociofamilial integration and their full development.
Thus, depending on the availability of services and institutions
and having regard to the specific circumstances of the children,
young people and adults concerned, cooperation agreements have been
reached with the following public or private services and facilities:
(a) Psycho-medico-pedagogical observation, assessment
and guidance centres (in collaboration with the health and education
services) for the detection of handicaps and for following up cases
detected and, at the same time, supporting and keeping track of
the families involved;
(b) Early technical support services providing
assistance and educational support to handicapped children;
(c) Special education establishments for the
education and family and social integration of handicapped children;
(d) Occupational activity centres to prepare
handicapped persons aged 16 years or over to engage in a productive
activity or activities designed to promote their progressive development
and their family and social integration;
(e) Welfare centres and residences for the seriously
handicapped, offering accommodation and care to persons attending
occupational activity centres; the residences take in seriously
handicapped persons aged 16 years or over who have housing or integration
problems and give them close support in their family environment.
457. The elderly. In this field, social action
responses are basically aimed at securing the well-being of the
elderly and preventing their social isolation. They are as follows:
(a) Assistance in the home, given by family
helpers to elderly persons who cannot perform the tasks required
by daily life;
(b) Day and companionship centres intended to
assist elderly persons with work, companionship, food, hygiene and
comfort care, and laundering;
(c) Homes that offer accommodation, food, health,
hygiene and comfort care and companionship to elderly persons who
cannot remain in their family or social setting. Conditions of admission
depend on the availability and capacity of services and institutions,
having regard to the social or socioeconomic needs of the elderly
persons concerned. All the above-mentioned facilities and services
may be public or the responsibility of private social solidarity
institutions (IPSS) with which cooperation agreements have been
concluded.
Structure of the system
458. The Social Security Act (Act No. 28/84
of 14 August) confirmed and maintained the previously established
principles for the coordinated and interconnected activities of
the institutions operating in this sector by making sure that they
are effective in achieving the aims of the system through the allocation
of decision-making powers to the different levels and through recipients'
participation by means of organizations representative of communities
and different social groups.
459. The system is characterized by regional
decentralization in decision-making in the 18 regions created for
the purpose, which manage most of the system's benefits.
460. At present the following are considered
social security institutions:
(a) At the national level:
(i) The Social Security Financial Management
Institute;
(ii) The National Pensions Centre;
(iii) The Social Security International Relations
and Conventions Department;
(iv) The National Insurance Fund for Occupational
Diseases.
(b) At the regional level: the 18 regional social
security centres and the regional social security administrations
for the autonomous regions of the Azores and Madeira.
Financing
461. The social security budget provides for
the distribution of receipts among the schemes and contingencies
covered, as well as among the social action benefits financed by
the social security institutions. The receipts of the system consist,
in particular of, the contributions paid by workers and employers
and of transfers by the State (see tables VII to XV, annex 4 */).
462. The general social security scheme is financed
by the contributions paid by workers and, in the case of workers
employed by another person, by contributions paid by their respective
employers. As a rule, contributions are calculated by applying percentages
to actual earnings or earnings established for the purpose, which
vary from one scheme to another in such a way as to make it possible
for them to be rendered adequate for either the type of occupation
or the levels of remuneration concerned.
463. At present the contributions paid by employed
workers are calculated by applying an overall rate of 35.5 per cent
to earnings actually paid, 11 per cent of which are for the account
of the worker and 24.5 per cent for that of the employer. As a rule
the contribution paid by self-employed workers is 15 per cent of
the national minimum wage.
464. The financing of the voluntary social insurance
scheme is the exclusive responsibility of the persons insured under
it. Their contributions vary according to their type of activity
and the contingencies covered. For most insured persons, contributions
are calculated by applying a rate of 16 per cent to the remuneration
fixed by the insured. This agreed remuneration may not be less than
the national minimum wage nor more than four times that wage.
465. The non-contributory scheme and social
action are financed by the contributory scheme, with provision for
transfers from the State. The proceeds from fines imposed for violations
of the provisions governing the social security schemes or benefits
accruing thereunder are used to support social action.
Private initiatives
466. The Social Security Act also provides for
the making of supplementary arrangements for the benefits guaranteed
by the social security schemes on the initiative of the parties
concerned, both beneficiaries and enterprises, while accepting that
their management may be entrusted to friendly societies, insurance
companies or any other legal entity created for that purpose. The
making of such supplementary arrangements is, however, dependent,
in the allocation of the respective benefits, upon the inclusion
of the contributions paid by those concerned in the sources of financing.
467. The making and management of supplementary
arrangements have been given concrete form only recently; specific
legislation on the constitution of pension funds by insurance companies
and the legal framework for the operation of friendly societies
(the Friendly Societies Code) and on the constitution of supplementary
occupational schemes is already in existence.
Family
468. In connection with the implementation of
the provisions of the International Covenant on Economic, Social
and Cultural Rights relating to the family, a brief reference must
be made to family law following the amendments made to the Civil
Code by Decree-Law No. 496/77 of 25 November, which entered into
force on 1 April 1978. We shall then complete these references by
mentioning the legislative measures which supplement those arrangements
and which fall, at the same time, within the legal arrangements
for the family and within overall arrangements affecting both the
family and society, as in the case with family planning. The voluntary
interruption of pregnancy is also an important element in family
matters. We shall also refer to the protection of maternity and
paternity, to the possibilities of assisting parents whose children
have been hospitalized and to the social security benefits for dependent
children. Finally, we shall refer to the work done with regard to
the family by the Commission for the Equality and Rights of Women.
469. Legal framework. Men and women are equal
in marriage, for which the minimum age is 16 years; for marriages
celebrated between 16 and 18 years of age parental consent is required
(arts. 132, 133 and 1649 of the Civil Code). Marriage must be entered
into by the freely expressed mutual consent of the parties and be
made public by registration (art. 1651 of the Civil Code).
470. The family is under the joint guidance
of the spouses, who must agree on important decisions such as the
choice of the family residence. Day-to-day questions may be decided
by spouses individually (arts. 1671 and 1673 of the Civil Code).
471. Spouses must bear the responsibilities
of family life in accordance with their possibilities. The law does
not stipulate the work which each spouse must perform and attributes
the same value to housework as to gainful activities (art. 1676
of the Civil Code).
472. Either spouse may use the name of the other
or retain his or her own name. Engagement in an occupation or in
a non-occupational activity is free, and the other spouse may not
interfere with it (art. 1677 of the Civil Code).
473. Within marriage the spouses have the same
rights with regard to the acquisition, administration, enjoyment
and disposal of property in accordance with the form of property
regime chosen (art. 1678 of the Civil Code).
474. The residual property regime is that of
the community of acquests, although the parties are able to choose
other arrangements (arts. 1698 and 1717).
475. The administration of common property is
entrusted to each of the spouses except in the case of property
belonging solely to one of them (art. 1678).
476. Where property is held in common, the disposal
of real property requires the consent of both spouses. The disposal
of the family home and furniture requires an agreement between husband
and wife regardless of the property regime (arts. 1682, 1682-A and
1682-B).
477. Divorce arrangements, in so far as both
grounds and effects are concerned, are strictly subject to the principle
of equality of treatment between husband and wife. Divorce by mutual
consent and contested divorce are provided for by the law; in the
case of contested divorce, objective grounds such as de facto separation
for six consecutive years are admitted (arts. 1773, 1779, 1781,
1781 al. (a)).
478. Married parents exercise parental authority
together (arts. 1877, 1878, 1885, 1888 and 1901). In the event of
divorce or judicial separation of persons and property, only the
progenitor entrusted with custody of the children exercises parental
authority (art. 1906).
479. If the parents are not married, parental
authority is exercised by the person who has custody of the children,
the law presuming that custody devolves upon the mother. When the
parents live together, they may exercise the parental authority
jointly if they declare that they wish to do so (art. 1911).
480. Children's rights are not dependent on
the existence of marriage between the parents. The law has abolished
the distinction between legitimate and illegitimate children, as
has been mentioned above.
481. A free union produces a number of legal
effects on the survivor's situation. In accordance with article
2020 of the Civil Code, the survivor is entitled to alimony out
of the deceased's estate. An important aspect for the family is
the survivor's right to succeed to the lease of the dwelling, if
he or she has lived with the leaseholder in a joint household for
five years.
482. In addition to this family law framework,
mention should be made of a few legal texts which supplement it.
483. Act No. 3/84 of 24 March recognized the
right to sex education as part of the right to education. Under
article 1, the State is responsible, as part of the arrangements
for the protection of the family, for promoting the dissemination
of family planning methods and for organizing legal and technical
structures to permit the practice of conscious maternity and paternity.
Young people have the right to sex education. The State, through
the schools, health organisations and the media, supports the right
to sex education as part of the right to education (arts. 1 and
2). Scientific knowledge of anatomy, genetic physiology and human
sexuality is to be imparted by the schools, thereby contributing
to the elimination of discrimination based on sex and of the traditional
divisions between men and women (art. 2.2).
484. The right to information on family planning
methods includes free access to the scientific and sociological
knowledge required for the practice of healthy methods of family
planning and the practice of responsible maternity and paternity
(art. 3.1).
485. The purpose of family planning is to provide
individuals and couples with the information, knowledge and means
needed to take a free and responsible decision with regard to the
number and spacing of their children (art. 3.2). Family planning
methods are also considered to be excellent tools for protecting
maternal and child health, preventing abortion, and promoting the
quality of family life (art. 3.3).
486. The family planning envisaged by the law
includes marriage and genetic counselling, information on the use
and distribution of contraceptives, infertility treatment, the prevention
of sexually transmitted diseases and the detection of genital cancer
(art. 4).
487. The State guarantees to everyone, without
discrimination, free access to counselling and to any other means
of family planning (art. 5.1). It has a duty to promote the progressive
coverage of the national territory by family planning counselling
units, which are to be attached to health centres and existing health
structures for the purpose of carrying out family planning activities
(art. 5.2).
488. The Act requires that information and counselling
should be objective. They may be based only on scientific data:
the use of a particular method of contraception may be rejected
by the planning services only for duly justified medical reasons
(arts. 6.2 and 6.3).
489. The Act requires the State in general,
and the health services and the Commission for the Equality and
Rights for Women in particular, to promote and popularize family
planning methods (arts. 5.3 and 7).
490. The State has a duty to support all the
initiatives of private associations and other institutions whose
purpose is the dissemination of family planning methods and contraceptives
in accordance with the spirit of the Act.
491. Finally, it must be pointed out that counselling
given and contraceptives distributed by public entities are free
of charge (art. 6.1).
492. The Act also attaches great importance
to the study and treatment, by specialist centres, of sterility.
It attributes importance to artificial insemination as a means of
countering sterility (art. 9).
493. In order to make sure that the persons
concerned are fully aware of what is involved, the Act requires
a number of formalities for voluntary sterilization. The Act acknowledges
that any doctor has the right of conscientious objection with regard
to the practice of sterilization or artificial insemination (arts.
10 and 11). All staff members of family planning counselling centres
are obliged to maintain professional secrecy as to the puropose,
content and results of counselling.
494. Order No. 52/85 of 26 January contains
the regulations for family planning counselling and counselling
at young people's information centres. It provides for the establishment,
within one year, of family planning counselling facilities at all
health centres and hospitals having gynecological and obstetric
departments. It has also been decided to establish young people's
information centres to provide:
(a) Information on anatomy and reproductive
physiology;
(b) Sex information;
(c) Preparation of young people to enable them
to make correct use of their sexuality;
(d) Distribution of contraceptives in risk situations.
The information and counselling will be free
of charge, as will be the distribution of contraceptives.
495. Act. No. 6/84 of 11 May has provided for
a few cases in which the voluntary interruption of pregnancy is
permitted, thereby introducing a few changes in the Penal Code of
1982. According to the text of this Act, an abortion performed by
a doctor or under his supervision at an official or publicly recognized
health centre with the consent of the pregnant woman is not punishable
if, having regard to the state of medical knowledge and experience
in this field:
- It is the only way to avert the danger of
death or of serious and irreversible injury to the body or physical
or mental health of the pregnant woman;
- It is the indicated way of avoiding the danger
of death or of serious and lasting injury to the body or physical
or mental health of the pregnant woman and is performed during the
first 12 weeks of pregnancy;
- There are reliable grounds to suppose that
the child-to-be will suffer incurably from a serious disease or
malformation, provided the abortion is performed during the first
12 weeks of pregnancy;
- There are serious indications of rape. In
this case the abortion must be performed within the first 12 weeks
and the rape must have been reported to the police.
496. The Act guarantees to doctors and to all
other health professionals the right of conscientious objection
to participation in lawful voluntary interruptions of pregnancy.
497. Act No. 14/85 of 6 July provides for the
right of a pregnant woman admitted to a public establishment to
apply to be accompanied during childbirth by the future father or
by one of her relatives, regardless of the time of day or night
when childbirth occurs. The person accompanying the pregnant woman
is not subject to the regulations concerning visitors.
498. In connection with the protection of the
family, mothers and children, we would draw attention to further
progress made in accordance with the constitutional principle set
forth in article 68, which recognizes motherhood and fatherhood
as social functions. This progress is reflected in the provisions
of Act No. 4/84 of 4 April, which establishes the legal framework
for the exercise of motherhood and fatherhood. Under these texts
both parents have equal rights and duties with regard to the maintenance
and upbringing of children.
499. Women are entitled to free medical care
during pregnancy and for 60 days after childbirth. A pregnant woman
may not be dismissed except for a reason provided for by law. Working
women are entitled to maternity leave for 90 days, 60 days of which
must be taken after giving birth, without the loss of any right,
including the right to a wage. In certain circumstances, such as
the physical or mental incapacity of the mother, such leave may
be granted to the father. Mothers engaged in occupational training
courses which might be seriously disrupted by a long absence may
benefit by having the maternity leave granted to the father. The
taking of maternity leave may not affect the rights aquired during
an uncompleted training period, but the training must be completed
later. In the case of adoption, maternity leave is of 60 days.
500. Pregnant women have the right to absent
themselves from work for prenatal consultations. Breast-feeding
confers the right to be absent from work twice a day for a maximum
period of one hour. Workers are entitled to absent themselves from
work in order to attend to their sick or injured children under
ten years of age, including adopted children and children of their
spouse; they also have 15 days in which to attend to children over
10 years of age, spouses and ascendants. Such absences entail no
loss of rights.
501. Hospitalized children are entitled to be
accompanied by their father or mother. Working parents have the
right to absent themselves from work in order to accompany a hospitalized
child. To improve the exercise of this right, Decree-Law No. 26/87
of 13 January granted free meals to parents who accompany their
children in health units.
502. Workers with children under 12 years of
age are entitled to be transferred to part-time work or to work
flexible hours in certain circumstances.
503. The law protects the genetic condition
of men and women by prohibiting or restricting activities which
may entail genetic risks.
504. The social security system, which was referred
to in connection with article 9 of the Covenant, provides for maternity
benefits and monthly allowances for each minor child. Decree-Law
No. 142/91 of 10 April improved these arrangements by providing
cash support for the family on the basis of age and school situation.
505. Special attention is also paid to handicapped
children and young people. The legal arrangements for this assistance
are provided for in Regulatory Decree No. 67/87 of 31 December.
Order No. 43/87 of 19 January increased the amount of the supplementary
allowance for a dependent spouse. Family welfare is also affected
by Decree-Law No. 372/90 of 27 November, which governs the constitution,
rights and duties of parents' or teachers' associations.
506. The Commission for the Equality and Rights
of Women, instituted by Decree-Law No. 166/91 of 9 May, replaced
the Commission on the Status of Women. Its purpose is to promote
the equality of men and women and to enable women to have the same
opportunities as men. As far as the family is concerned, it establishes
the joint responsibility of men and women at the family level. The
Commission on the Status of Women has proposed, in particular, a
review of family law. It formed part of the commission responsible
for revising the Civil Code. It cooperated in the preparation of
the official document by means of which the 90-day maternity leave
was instituted (Decree-Law No. 112/76 of 7 February), contributed
to the review of family law, criminal law, legislation on nationality,
the protection of maternity and paternity, family planning and sex
education, military service and new technologies applied to procreation.
507. At the family level, the Commission for
the Equality and Rights of Women took part in the work of the Commission
on the Status of Unmarried Mothers and of the Interministerial Commission
on the Family. It also forms part of the Commission for the International
Year of the Family, working groups on the reconciliation of family
and working life and marital preference, as well as of the interdepartmental
organic structure for family affairs.
508. Mention must also be made of the approval
by Parliament and the ratification by the President of the Republic
of the ILO Convention (No. 102) concerning Minimum Standards of
Social Security, which provides for the concession of family allowances
by Member States.
509. In connection with the protection of the
family, mention must also be made of Act No. 34/91 of 27 July, on
social patronage. As has already been emphasized in this report,
enterprises which support the family and children, in particular
by the establishment of day nurseries and kindergartens for the
benefit of their staff or members of their respective families,
obtain advantages in the assessment of corporation tax. The same
applies when such enterprises make donations for this purpose.
Protection of children and young
people
510. In this connection we refer to the principal
measures taken in Portugal for the protection of children and young
people. Subsequently we shall deal with the institution of adoption,
and finally we shall concern ourselves with measures of tutelary
law for the benefit of children and young people who are socially
maladjusted or in need of special protection. For this purpose it
is important to refer to Portugal's approval and ratification of
the Convention on the Rights of the Child in September 1990 (Parliamentary
Resulution No. 20/90 and Presidential Decree No. 49/90 of 12 September).
511. The measures adopted by the Government
are concerned with guaranteeing students' access to education. They
consist of an improvement in the conditions of access to education
for all those who have difficulties in acceding to it and in students'
possibilities of regularizing their access to education in conditions
considered to be equitable.
512. Access to education by all adolescents
is extremely important. We refer to a number of measures designed
to facilitate it. However, before doing so we shall give a few examples
illustrating the variety of assistance which the State can give
to students.
513. Legislation reflects, at one end, the very
great effort made to promote the access to education of young handicapped
persons, who are not required to attend courses in full but maintain
a rate of attendance adapted to their difficulties, their work being
assessed in terms that enable them to overcome the effects of their
handicaps. Young handicapped persons are not, however, exempt from
the nine years of compulsory schooling, which they will receive,
if necessary, in special establishments, pursuant to Decree-Law
No. 35/90 of 25 January. At the other end there is the common treatment
of all young people with regard to access to selective higher education,
regulated by Decree-Law No. 184/92 of 3 September, which governs
access to higher education.
514. We can now mention a few measures relating
to access to education, such as:
- Decree-Law No. 243/87 of 15 June adopts measures
to facilitate the compulsory schooling of handicapped persons;
- Order No. 853-B/87 of 4 November regulates
the award of scholarships for higher education;
- Resolution No. 19/88 of 17 May is intended
to stimulate the creative capacity of young people;
- Decree-Law No. 436/88 of 23 November governs
the legal arrangements for apprenticeship;
- Order No. 115/89 of 16 February permits the
granting of loans to university students by the university social
services;
- Decree-Law No. 35/90 of 25 January makes compulsory
schooling free of charge;
- Decree-Law No. 139-A/90 of 28 April regulates
the career status of nursery and primary and secondary school teachers;
- Act No. 50/90 of 25 August makes it possible
for teachers and nursery school staff to continue their studies
with a view to obtaining a degree;
- Decree-Law No. 276/90 of 10 September provides
for access to higher education for top-competition athletes;
- Order No. 18/91 of 19 January introduces rules
for the "basic law of the education system" (Act No. 40/86
of 14 October);
- Act No. 20/92 of 19 August establishes new
fees to be paid for taking higher education courses at the university
level. This Act allows for social inequality and institutes a differential-payment
scheme depending on the individual's means. Rules for its implementation
are contained in Order No. 698/93 of 28 July;
- Decree-Law No. 189/92 of 3 September governs
access to higher education.
515. Education measures presuppose the existence
of adequate installations to support them. They also require the
existence of specialist establishments allowing for the diversification
of education. A few examples of this can be given:
- Decree-Law No. 108/88 of 31 March governs
the introduction of private or special and cooperative schools into
the school network;
- Decree-Law No. 388/88 of 25 October provides
for the concession of incentives to expand the school network;
- Decree-Law No. 32/90 of 24 January provides
for a subsidized credit for vocational schools;
- Order No. 32/90 of 26 May instituted organizational
commissions for the furtherance of education;
- Order No. 619/90 of 3 August institutes agricultural
vocational schools;
- Order No. 760-A/90 of 28 August institutes
new educational establishments;
- Decree-Law No. 243/91 of 6 July institutes
vocational schools.
516. Education is not complete unless it is
supported by measures to arouse a general interest in reading. The
book is certainly the pre-eminent subject matter of such measures.
Decree-Law No. 57/87 of 31 January introduces a new policy with
regard to school textbooks. Order No. 36/87 of 16 January provides
for subsidies for the purchase of books and school materials by
disadvantaged children. Decree-Law No. 111/87 of 11 March instituted
a programme of technical and financial cooperation among the Ministry
of Education and Culture, the Portuguese Book and Reading Institute,
and the municipalities, for the implementation of a reading promotion
policy within the framework of municipal libraries.
517. At the education level, mention must also
be made of Order No. 63/91 of 13 March, which establishes the coordinating
secretariat for multicultural education programmes. The purpose
is to acquaint children with the cultural and ethnic diversities
among them so that they mutually adapt to one another and form ties
of companionship among themselves.
Other legislative measures for
the protection of children and young people
518. Access to work is an extremely sensitive
matter, especially as far as the first job is concerned. On this,
in fact, often depend the training and occupational preparation
that condition a young person's working life. Decree-Law No. 156/87
of 31 March instituted, under the non-contributory social security
scheme, a cash benefit in the form of an allowance for young people
seeking their first employment. Under Act No. 35/87 of 18 August,
an unemployment allowance for young people seeking their first employment
is granted. Act No. 50/88 of 19 April concerns the allowance for
young people seeking to enter the work force, and rules for its
implementation are contained in Order No. 382/88 of 17 June. Decree-Law
No. 286/88 of 12 August increased the penalties to be applied when
minors under the minimum legal age of employment are found working.
Decree-Law No. 396/91 of 16 October, to which we shall refer later,
is concerned with the minimum age for employment.
519. Young handicapped persons, who have already
been mentioned in connection with access to education, must be compensated
as far as possible for their handicap, in such a way that they can
take part in life on a footing of equality with other persons. Regulatory
Decree No. 67/87 of 31 December governs family allowances for young
handicapped persons. Decree-Law No. 18/89 of 11 January, governs
occupational support activities for them. Decree-Law No. 29/89 of
23 January provides for the allocation of an allowance for the assistance
of another person to a handicapped person already in receipt of
other benefits.
520. In education, students' associations are
particularly important for the promotion of activities and even
for the defence of young people's interests. By extension, young
people may form associations outside the education framework for
the realization of lawful objectives. Act No. 33/87 of 11 July,
which contains the legal arrangements to which students' associations
are subject, was supplemented by Decree-Law No. 91-A/88 of 16 March.
Order No. 140-A/89 of 25 February, Order No. 244/89 of 3 April,
Order No. 841-A/90 of 15 September, Order No. 1113-A/90 of 8 November
and Decree-Law No. 79/91 of 17 February are all concerned with support
for young people's associations.
Adoption
521. The initial report submitted by Portugal
already contained the legal arrangements for adoption - in other
words, the link which is established between two persons in parallel
with natural descent but independently of blood ties. In the report
mention was made of the two types provided for in our Civil Code,
full adoption and simple adoption, depending on the extent of their
effects. Either may emanate from both spouses (joint adoption) or
from a single person (individual adoption). We attach in an annex
a study */ published in French in the Revue internationale de droit
comparé on the nature of adoption and the legal rules for
this institution, under the title "L'adoption dans le droit
civil portugais", by M. Pereiro Coelho, Professor at the Coimbra
Faculty of Law.
522. Neglect is a condition which may give rise
to the adoption of a minor whose parents have shown, during the
year preceding the presentation of the application for a declaration
of neglect, a notorious lack of interest in him, such as to endanger
the maintenance of the emotional ties typical of filiation; in these
circumstances the consent of the parents is not, of course, required.
A declaration of neglect may be applied for by a judge of the Government
Procurator's Office or by the director of the welfare institution,
private or public, where the minor has been taken in. The application
may be opposed by the minor's parents, a judge of the Government
Procurator's Office unless he was the applicant, an ascendant or
a collateral relative who has taken in the minor (art. 166, "Tutelary
Arrangements for Minors", of Decree-Law No. 314/78 of 27 October
and art. 1978 of the Civil Code). The provisions concerning the
procedure relating to the forfeiture of parental authority (arts.
195.2 and
196-198 of the Decree-Law) apply to the declaration
of neglect. The order declaring the state of neglect will designate
a provisional guardian who will perform his functions until adoption
is completed or final guardianship is instituted (art. 141 of the
Decree-Law). If one year has elapsed since the issue of the declaration
of neglect and the minor has not been entrusted to anyone who wishes
to adopt him, the father or mother may apply to the court for the
minor to be returned (art. 168 of the Decree-Law).
523. Forfeiture of parental authority may be
applied for by a judge of the Government Procurator's Office, any
relative of the minor or the person to whom his custody has been
entrusted when either parent has wilfully neglected his duties or,
owing to inexperience, infirmity, absence or other circumstances,
is not in a position to perform them (art.194 of the Decree-Law).
524. Between the beginning of the adoption proceedings
and the constitution of the respective legal tie by judicial decision
there is a period during which inquiries are made, in an endeavour
to reach conclusions as to the personality and health of the prospective
adoptive parent and the minor, the suitability of the prospective
adoptive parent for bringing up and educating the minor, the family
and financial situation of the prospective adoptive parent and the
grounds for his application (art. 163 of the Decree-Law and art.
1973.2 of the Civil Code). These inquiries are particularly important
in cases of full adoption, in which the adopted child acquires the
status of a child of the adoptive parent and is integrated with
the latter's descendants in his family, the family relations between
the adopted child and his family of origin being extinguished. That
is why provision is made for the adopted child to be entrusted to
the adoptive parent initially for a period of time sufficient for
assessing the suitability of the adoption, a period which must not
be less than one year. The inquiries are made by the social support
services attached to the family courts in Lisbon and Oporto and
by the social security services attached to the ordinary courts
at all other places in Portugal.
525. Pursuant to Decree-Law No. 274/80 of 13
August, anyone wishing to adopt a minor must communicate his intention
directly to the social security department of the area of his residence.
Such a communication must be made even when the prospective adoptive
parent lives with the minor and is responsible for him. Further
to the communication, the social security service will contact the
prospective adoptive parent and the minor and prepare a report which
must accompany the application for the constitution of the legal
tie addressed to the competent court (arts. 2 and 3). The social
security services are, in Lisbon, the Santa Casa de Misoricórdia
and, for the rest of the country, the regional social security centres.
526. The European Convention on the Adoption
of Children entails a change in, or adaptation of, the Portuguese
adoption regime. It was approved by Parliament on 31 January 1990
and ratified by the President of the Republic on 20 February 1990.
The Convention was signed at Strasbourg on 24 April 1967 by the
States members of the Council of Europe. Portugal was able to admit
it in its domestic legislation only after amendments had been introduced
into the Civil Code in 1977. The Portuguese legislature has also
availed itself of it in order to make certain amendments to the
domestic adoption regime. According to the Convention, adoption
is valid only if it has been pronounced by a judicial or competent
administrative authority if the parents agree, unless they are deprived
of parental authority, and with the consent of the adoptive parent's
spouse. Legislation may permit adoption by a single adoptive parent,
but the latter must be joined in marriage to a spouse. A further
adoption is permitted only in certain cases. The adoptive parent
must be aged from 21 to 35 years. The competent authority will pronounce
adoption only if it is convinced that the adoption will secure the
rights of the child. An inquiry will be held to determine whether
the adoption is possible from the standpoint of the prospective
adoptive parent. Adoption confers on the adoptive parent parental
rights and duties with regard to the child.
527. Portugal initially entered reservations
in respect of this Convention. In particular, Portugal accepts that
the mother may immediately give her consent to the adoption without
waiting for the elapse of the period laid down in article 5(4).
Portugal does not consider itself bound by the provisions of article
10(5) of the Convention. It does not place on the same footing children
born in marriage and an adopted child, who is not treated in the
same way in matters of inheritance.
528. In 1993 Portugal wished to amend the adoption
regime and at the same time to withdraw one of its reservations
to the Convention, that concerning the prohibition on the mother
giving her consent before six weeks have elapsed since childbirth.
This situation is provided for in Act No. 2/93 of 6 January, enabling
the Government to legislate on adoption.
529. Following this enabling legislation by
Parliament, the Government legislated through Decree-Law No. 185/93
of 22 May. The text introduces amendments to the Civil Code and
to Decree-Law No. 314/78 of 27 October and provides, in article
3, for the intervention of social security departments and for the
placement abroad of minors resident in Portugal with a view to their
adoption and for the adoption by residents of Portugal of minors
resident abroad.
530. The amendments to the Civil Code concern
the entrusting of a child to the care of a court. The court, by
its own decision, in certain circumstances such as when the child
is of deceased or unknown parents, when consent is given for his
adoption, when his safety, health or moral training is endangered,
or when his parents lack interest in him, places him in a family
or entrusts him to the care of an individual or institution.
531. The period of marriage required for adoption
is reduced to four years, and the minimum age for adopting a child
is 25 years in some circumstances and 30 in others. The maximum
age is 50 years, or more when the adopted child is the child of
the prospective adoptive parent's spouse. The adopted child must
be under 15 years of age, or up to 18 if he has been in the care
of the prospective adoptive parents since 15 years of age. The consent
of the mother may be given only after six weeks have elapsed since
childbirth.
532. There have been no amendments in respect
of inheritance, and the reservation previously entered with regard
to the European Convention on the Adoption of Children is thus still
justified and has therefore not been withdrawn.
533. The amendments to the Decree-Law provide
for the entrusting of the child to the care of a court, the designation
of a provisional custodian up to the time of adoption or guardianship,
the consent of the parents, the confidentiality of the adoption
procedures, and the difficulties that may arise in connection with
adoption.
534. Intervention by the social security services
includes the entrusting of a minor to administrative care, which
may not, however, be decided upon if there is opposition, in particular
from the parents, in which case the process must be referred to
a court.
535. Chapter IV provides for the placement abroad
of minors resident in Portugal with a view to their adoption. Prior
judicial authorization is required, since adoption abroad is a subsidiary
measure; it occurs only if the minor cannot be or is not adopted
in Portugal. If adoption in Portugal is possible, adoption abroad
does not take place. The Decree-Law provides for the adoption of
minors resident abroad by residents of Portugal. An application
by the prospective adoptive parent is made to the social security
service of his area of residence. The application is transmitted,
after study, to the central social security organ, which will take
the necessary steps to carry out the adoption.
536. Finally, the Decree-Law specifies which
bodies are to intervene. The social security services are the regional
social security centres and, in Lisbon, the Santa Casa da Misericórdia.
The central organ is the Directorate-General for Social Action.
The Decree-Law entered into force on 23 August 1993, three months
after its publication in the Official Gazette.
Tutelary measures
537. Tutelary measures are designed to secure
the recovery of children over 12 years of age whose development
is in danger in their home environment. The court decides on the
appropriate means, placing the child in a different environment
where he is supported by social institutions without, however, leaving
his family of origin unless the latter is manifestly inadequate
to meet the child's developmental needs. These measures may also
be applied to children under 12 years of age when they are in similar
situations.
538. The legal framework for these arrangements
has not undergone any substantial change since the submission of
Portugal's initial report. Pursuant to Act No. 38/87 of 23 December,
as amended by Act No. 24/90 of 4 August, questions concerning minors
fall within the competence of the juvenile and family courts (arts.
61 and 62).
539. Juvenile courts are competent to order
measures with regard to children aged 12 years or over (except in
the circumstances covered by art. 26(2)) and under 16 years of age
(except in the circumstances covered by art. 26(4)) who:
(a) Show serious difficulties in their adaptation
to normal social life as a result of their circumstances, conduct
or revealed inclinations;
(b) Engage in begging, vagrancy, prostitution,
debauchery, abuse of alcoholic beverages or illicit use of drugs;
(c) Are agents in an act deemed by law to be
a criminal offence.
Pursuant to article 62(3) of Act No. 38/87 of
23 December and article 15 of Decree-Law No. 314/78. juvenile courts
are also competent to:
(a) Decide upon measures with regard to minors
who have been maltreated, abandoned or deprived of support and who,
as a result, are in danger of losing their health, security, education
or morals;
(b) Decide upon measures with regard to minors
who have reached 14 years of age and are seriously unadapted to
the discipline of the family, work or the educational and welfare
institution to which they have been entrusted;
(c) Assess and judge applications for protection
lodged by minors against the abuse of authority by their families
or the institutions to which they have been entrusted.
540. In brief, the purpose of the juvenile courts
is to provide judicial protection for minors and to defend their
rights and interests through the application of tutelary measures
of protection, assistance and education (art. 2 of the Decree-Law).
541. The family court, on the other hand (art.
61 of Act No. 38/87 of 23 December) is concerned with the institution
of guardianship and the administration of property, with decisions
relating to full adoption, with deciding on maintenance payments
for minors, the forfeiture of paternal authority or the imposition
of limits thereon, with officially pronouncing judgement on maternity
or paternity investigations, and so forth.
542. Minors' protection commissions have a duty
to intervene when children under 12 years of age are in situations
analogous to those which, in the case of adolescents of from 12
to 16 years, may give rise to intervention by the courts. Decree-Law
No. 189/91 of 17 May defined in new terms the functioning and composition
of these commissions. They operate at the local level, are non-judicial
and are responsible for taking measures in respect of children under
12 years of age. They consist of representatives of the Government
Procurator's Office, the Administration, doctors and parents' associations.
The courts and the minors' protection commissions apply tutelary
measures of protection, assistance and education. These measures
are those deemed to be appropriate in the case of minors' protection
commissions or those provided for in the Decree-Law in the case
of the courts.
543. Mention should be made of the new legislation
on foster families. Foster homes were provided for in limited terms
before the entry into force of Decree-Law No. 190/92 of 3 September.
The foster home is a form of social cooperation under which a child
is temporarily entrusted to the care of a foster family. Foster
homes are organized by the placement institutions, and there is
close support by the natural family so that it can take back, in
the shortest possible time, the child which had to leave it. The
provision of a foster home is precisely one of the measures that
can be taken with regard to a child in the aforementioned circumstances.
544. Placement in a public or private educational
or welfare institution may be decided upon. The minor may be placed
in a specific institution of the minors' protection services, a
home, a medico-psychsological institute or a re-education establishment.
545. Homes (semi-boarding, transition, residential
or specialized reception houses) are family-type communities generally
situated in an urban centre and designed for a small number of adolescents
who pursue their school, working and social life there, depending
on their age. The minors' protection services have five such homes,
two for boys and three for girls.
546. The purpose of medico-psychological institutes
(arts. 109 and 110 of the Decree-Law) is to place and to admit mentally
deficient minors who, because of their handicaps or disturbances,
cannot be integrated into normal establishments. There is only one
institute of this kind, in Lisbon (the Navarro de Paiva Institute).
547. The purpose of re-education establishments
(arts. 99-104 of the Decree-Law) is the progressive promotion, through
education, of the social rehabilitation of minors placed in them,
by providing them with tuition, cultural education and vocational
training, depending on their aptitudes and inclinations. Distributed
throughout the country, they are located in and around towns or
in rural areas. There are ten of them, seven for boys and three
for girls.
548. In Lisbon, Oporto and Coimbra there are
also observation and social action centres, "non-judicial institutions
for the protection of minors and support for juvenile courts and
minors' protection commissions". Despite their geographical
situation, these centres, pursuant to Order No. 568/89 of 22 July,
provide support not only to judicial districts which have juvenile
courts but also to those which, having no juvenile courts, fall
within their area of jurisdiction. Thus they provide support for
juvenile courts and minors' protection commissions, their duty being
to observe a minor when consideration is being given to the possibility
of his placement or admission. Such observation will make it possible
to ascertain the minor's character and temperament, his aptitudes,
talents and inclinations, and the family and social environment
in which he is growing up. The centres are also places of immediate
and provisional shelter for minors in emergency situations when
they cannot or should not be entrusted to the custody of their parents
or other legal representatives.
549. The establishment of the juvenile court
at Funchal had been determined by Decree-Law No. 269/78 of 1 September.
The creation of a support institution was required. Decree-Law No.
506/80 of 21 October created the Funchal Multiple-Purpose Centre,
regulated by Order No. 30/85 of 12 January. A few further examples
concerning the treatment of minors under juvenile tutelary law can
be given to show the effort made by the Portuguese authorities to
promote their protection.
550. Decree-Law No. 345/85 of 23 August determined
the situation of Catholic religious assistants in establishments
for minors. Appointed by the Ministry of Justice, they are hierarchically
dependent on the director of the establishment and, as far as their
pastoral activities are concerned, on the bishop of the diocese.
They provide moral and spiritual assistance to minors, either in
groups or individually, carrying out their functions with the agreement
of the director of the establishment and taking any initiative designed
to safeguard the moral well-being of young people, in particular
through visits to their families with a view to promoting their
cooperation in the development of the young.
551. The institutions to which minors are entrusted
are connected with various social structures, particularly education.
For this purpose, agreements have been concluded with ministerial
and administrative structures, such as:
- The agreement between the Ministries of Justice,
Education, Culture and Social Affairs of 25 July 1978, which provides
for the annual transfer of primary school teachers to provide schooling
for children and young people in such institutions;
- The agreement between the Ministry of Justice
and the State Secretariat for Population and Employment of 3 December
1979 designed to stimulate the vocational training given by these
institutions;
- The agreement between the Ministry of Justice
and the State Secretariat for Culture of 15 April 1982 designed
to introduce a number of cultural activities in the institutions,
especially in the areas of the cinema, music, the theatre, books
and the arts;
- The agreement between the Ministry of Justice
and the State Secretariat for Sports of 29 May 1985 designed to
develop the practice of sports in institutions caring for minors.
This agreement, which recognizes the importance of sports, provides
for the development of programmes of activities and for the implementation
of training and information measures.
552. The establishment of a Secretariat for
Youth has made it possible to implement action programmes in cooperation
with the Directorate-General of Services for Minors. It has therefore
been possible to integrate a group of young people placed in institutions
under the auspices of the Directorate-General into the "Leisure
Programme" organized by the Secretariat for Youth, which is
designed for young people between 15 and 25 years of age during
the summer holidays.
553. The Secretariat for Youth and the Institute
for Employment and Vocational Training have in turn provided a temporary
employment programme for young people (OTJ86) to enable them to
gain experience of work by giving them a job for six months (Cabinet
Resolution No. 38/86 of 16 May). The Directorate-General for Minors
has joined in this programme, having arranged for the cooperation
of 60 young people of both sexes in teaching activities at various
institutions caring for minors. This experience will bring fresh
blood into the institutions and make it possible for the young people
concerned to perform a probationary period of work that will open
up for them the prospect of a professional future in the institutions.
This programme is restarted every year by the Government. In its
realization the participation of the Institute for Youth should
also be emphasized. This Institute was established by Decree-Law
No. 483/88 of 26 December, and its organic structure was determined
by Regulatory Decree No. 46/88 of 26 December. The purpose of the
Institute is to meet the social, cultural and vocational needs of
young people.
Child labour in Portugal
554. Child labour in Portugal has been the subject
of diverse criticism at the international level. The affirmations
made sometimes exaggerate the phenomenon, giving the impression
that recourse to child labour is extremely widespread. Without wishing
to minimize the situation, it is appropriate to place it in an objective
setting.
555. The battle against child labour must be
waged by society as a whole. The control of child labour is the
responsibility of the Inspectorate-General of Labour (IGT).
556. In preparing this report the Government
has had recourse to a memorandum and reports by IGT for the years
1992 and 1993. Another report on its activities had been drawn up
in 1991, but it will be used only insofar as is necessary, because
the current reports contain comparative tables tracing back trends
since, in some cases, years prior to 1991.
557. The first concept to be grasped when taking
up the problem of child labour is that of child labour itself. IGT
considers as child labour any activity carried out within a subordinate
work relationship by minors aged under the minimum age established
by Portuguese law for admission to employment. A broader concept
may be used, in which child labour includes child labour in the
strict sense mentioned above and all types of legal or illegal situations
involving persons aged under 18 years that are based on a work relationship.
Most references to child labour are, however, made to child labour
in the strict sense of the term.
558. IGT's activities with regard to this problem
have generally increased, this increase being reflected over the
last few years by a significant rise in the number of inspections
carried out in work places. In the period from 1988 to 1992, 1,484
cases were detected and punished. The peculiarities of child labour
were determined on the basis of an analysis of these cases.
559. Child labour exists throughout Portugal,
especially in the north of the country (Braga district accounted
for 45 per cent of cases of child labour and Oporto district for
32 per cent), and in a few peripheral urban pockets. In the country
as a whole, the activities in which the greatest number of cases
are detected are the clothing industry (33.6 per cent), footwear
(20 per cent with a tendency to decrease), building (10 per cent),
textiles (8.7 per cent), the hotel trades (7.2 per cent), and wood-working
and furniture-making (5.2 per cent).
560. The trend, which will be intensified in
the next few years, is towards most cases occurring in the 13 to
14 year age group; cases of child labour at age 11 or under are
not important, and cases of child labour at age 12 are not very
significant, as can be ascertained from the following data collected
by IGT:
(a) In 1991, when the minimum age for admission
to employment was 14 years, out of a total of 286 cases, the distribution
by age was as follows: up to 10 years, 1 per cent; 11 years, 3.2
per cent; 12 years, 21.3 per cent; 13 years, 74.1 per cent;
(b) In 1992, when the minimum age rose to 15
years, out of a total of 282 cases, the distribution by age was
as follows: up to 10 years, 0 per cent; 11 years, 3.2 per cent;
12 years 9.2 per cent; 13 years, 43.3 per cent; 14 years, 44 per
cent.
In the first quarter of 1993 it was found that
most cases, approximately two-thirds, related to 14-year-olds, thus
confirming a trend towards a diminution of the seriousness of the
phenomenon as a whole.
561. The main characteristics of child labour
are as follows:
(a) Most cases involve children who have completed
six years of compulsory schooling;
(b) The remuneration paid is on average approximately
two-thirds of the national minimum wage;
(c) Most cases of child labour are found in
small-scale enterprises;
(d) Minors are generally employed in light and
simple but repetitive work not very suitable for vocational training.
The hardest situations occur in the building sector.
562. It should be noted that pictures of children
breaking stones for the roadway and sewing parts of shoes at home
have been widely disseminated. Such situations are not based on
a subordinate work relationship, since most cases occur within the
framework of family relations. As such, they escape control by IGT.
563. The IGT memorandum to which reference has
been made deals with the causes of child labour. It stresses several
which, in decreasing order of importance, are of a cultural, educational,
economic and social nature. These causes have been discussed in
the Standing Council for Social Reconciliation, an advisory body
consisting of representatives of the Government, employers' associations
and trade unions.
564. The cultural causes of child labour are
as follows:
(a) Many parents, educators and employers of
child labour have themselves worked when they were children and
are not willing to condemn this type of situation;
(b) There is a family tradition of engaging
in a trade before the minimum legal age;
(c) There is resistance to change or insufficient
understanding of the requirements of change;
(d) There is an outlook which reduces qualifications
to mere skill in performing work, to the detriment of technical
or scientific knowledge;
(e) There is social pressure insofar as the
most constructive way to get ahead for young people who refuse to
study is thought to be employment in work considered to be adequate,
regardless of age.
565. The educational causes are:
(a) The slow and tedious way in which the years
of compulsory schooling
go by;
(b) Theoretical components are dominant in school
tuition to the detriment of technical and vocational components;
(c) Between 1973 and 1986 there were no intermediate
vocation-oriented courses in preparation for working life;
(d) Shortcomings in the teaching and technical
qualifications of teachers, and the inadequacy and/or unsuitability
of school facilities and equipment;
(e) Discontinuity between school education and
vocational training;
(f) The inadequacy of programmes for integration
into working life;
(g) Low levels of education of the adult working
population, together with a high level of school drop-outs after
the first four years of schooling, the highest incidence being found
in the north, along the coast and in the interior.
566. The economic causes are:
(a) The use of child labour because it is cheap;
(b) The use of child labour in simple and relatively
undifferentiated tasks in order to save the time of qualified workers;
(c) Difficulties in recruitment on the labour
market;
(d) The existence of offers of irregular or
seasonal work, always unqualified;
(e) Regional limitations on alternative forms
of employment requiring higher or better qualifications.
567. The social causes are:
(a) Poverty;
(b) Families with low incomes and a large number
of dependants.
568. In analysing these causes, account must
be taken of the fact that they co-exist and are mutually inter-active,
some affecting others. One very important cause is the lack of a
deterrent legal framework (despite the considerable progress made
by the 1991 legislation, which we shall mention below), which, in
parallel with ineffective control, constitute factors conducive
to the development of the phenomenon. This particular cause is receding
in Portugal.
569. Having dealt with the causes of child labour
and the scope of the phenomenon in Portugal (after mentioning the
extent to which it exists), before proceeding to analyse the legislative
measures taken it is necessary to take into account trends in child
labour in Portugal and the activities and areas in which it has
the highest incidence.
570. In 1991, in a consolidated document on
child labour in Portugal, IGT estimated that approximately 15,000
children aged under 14 years were in an irregular situation. Any
other data would lack rigour and statistical support. The figures
analysed by IGT reveal a reduction in the estimated percentage for
the working population (children aged from 12 to 14 years) of approximately
40.7 per cent between 1987 and 1990 and for the overall employed
population (total number of children employed in relation to the
employed population) of approximately 38.1 per cent between 1987
and 1990. Thus there would have been a significant reduction in
the amount of child labour employed.
571. An important point in analysing the phenomenon
would be the consideration of indicators such as:
- The improvement and intensification of control
activities;
- Activities having widespread incidence;
- Regions (well-defined geographical areas);
- Activities of a seasonal or "traditional"
nature;
- The type of structure of the social environment
and enterprise.
Curiously, some of these indicators merge with
the causes or the constituents of causes of recourse to child labour
analysed in the memorandum. We can discover a kind of continuity
in these different items of information, a link between them.
572. IGT's consolidated report for 1992 contains
a reference to the annual trend for the period 1988-1992, which
confirms the information for 1991. It brings it up to date, since
it connects with 1992. According to table I, which we reproduce
in annex 5 */, the rate of incidence of child labour fell gradually
from year to year up to 1992, when it increased. This should not
be surprising if account is taken of the changes in legislation
in 1991, which established the current minimum age of 15 years.
Figures up to 1991 take account of child labour affecting minors
under 14 years of age; in 1992 this age group is extended to include
minors under 15 years of age; with a consequential increase in the
rate of incidence.
573. In 1992, 2,147 specific inspection visits
were made to control child labour (56 per cent less than in 1991),
covering approximately 38,824 workers (65.4 per cent less than in
the previous year), in which 282 minors under 15 years of age (1.4
per cent less than in 1991) were found to be in irregular circumstances
at 212 work places (4.5 per cent less than in 1991) employing 3,957
workers (22.7 per cent less than in 1991).
574. The incidence of child labour among minors
under 15 years of age was 7.1 per cent higher than in 1991; this
may be attributed to the raising of the minimum age from 14 to 15
years and to the reduction in the number of inspection visits made
specifically to check on child labour and in the number of establishments
and workers covered.
575. As far as age groups are concerned, it
can be ascertained that of the 282 minors under 15 years of age
found to be in irregular circumstances, of whom 149 (53.8 per cent)
were boys and 133 (47.2 per cent) were girls, approximately 44 per
cent were aged between 14 and 15 years, 43.6 per cent between 13
and 14 years, 9.2 per cent between 12 and 13 years and 3.2 per cent
between 10 and 12 years. Table II in annex 5 */ gives the distribution
for 1990-1992.
576. The incidence by district in 1992 is shown
in table III in annex 5 */. Of the minors found working, 86.9 per
cent were detected in four districts. In 1992, 88.9 per cent were
aged between 10 and 12 years, 83.9 per cent between 12 and 14 years,
90.5 per cent between 14 and 15 years, of whom 60.6 per cent were
in Braga (1.2 per cent for 10-12 years, 39.2 per cent for 12-14
years, and 59.6 per cent for 14-15 years); 11 per cent in Aveiro
(9.7 per cent for
10-12 years, 83.9 per cent for 12-14 years,
and 6.4 per cent for 14-15 years); 9.9 per cent in Oporto (7.1 per
cent for 10-12 years; 82.1 per cent for
12-14 years, and 10.8 per cent for 14-15 years);
and 5.4 per cent in Viano do Castelo (6.7 per cent for 10-12 years;
60 per cent for 12-14 years, and 33.3 per cent for 14-15 years).
577. Thus between 1991 and 1992 it was possible
to confirm the following trends (table IV, annex 5 */):
(a) A reduction both in the overall number of
inspection visits and in the number of specific visits relating
to work by minors under 15 years of age;
(b) An increase in the rate of incidence of
child labour (as from January 1992 the minimum age rose from 14
to 15 years).
578. The other districts in which minors were
found working in 1992 were Viseu (79), Coinbra (6), Lisbon (5),
Castelo Branco (4), Guarda (4), Leiria (3), Faro (3), Vila Real
(2), Bragança (1), Setúbal (1), and Evora (1).
579. With regard to percentage trends between
1988 and 1990 in the districts of major incidence, it has been possible
to confirm the following:
|
Districts
|
1988-1989
|
1989-1990
|
1990-1991
|
1991/1992 a/
|
| Braga
Aveiro
Oporto
V. Castelo
|
-29.1
-35.8
+49.6
+100.0
|
+73.5
+55.6
-41.1
+100.0
|
+5.6
+114.3
-47.6
+55.0
|
+12.5
+3.3
-48.1
+66.7
|
| Country |
+2.1 |
+11.5 |
-13.3 |
-1.4 |
a/ The minimum age rose from 14
to 15 years.
580. By activities, it has been possible to
ascertain that in 1992 approximately 69 minors (24.5 per cent of
the total) were detected in the clothing industry (25.8 per cent
less than in 1991), 48 in the textile industry (17 per cent of the
total and 65.5 per cent more than in 1991), 40 in the footwear industry
(14.2 per cent of the total and 41.1 per cent less than in 1991),
34 in building (12.1 per cent of the total and 41.7 per cent more
than in 1991), and 29 in the hotel trades (10.3 per cent of the
total and 20.8 per cent more than in 1991); 78.1 per cent of the
total number of minors aged under 15 found to be in irregular circumstances
in 1992 were concentrated in these five activities (weekly data)
(see table V in annex 5 */).
581. Other activities in which minors in irregular
circumstances have been detected were the wood-working and cork
industries (9), retail commerce (9), personal and domestic service
(5), food and drink (1), porcelain, crockery and glass (4), metal
products (3), leather (2), graphics (3), extractive industry (1),
pottery and cement (1), basic metallurgy (1), electrical equipment
(1), wholesale commerce (1), and transport (1).
582. Trends between 1988 and 1991 in the five
activities of greatest incidence were as shown in table VI in annex
5 */.
583. In the period 1988-1992, 1,484 minors were
detected in irregular circumstances, 33.3 per cent of them in the
clothing industry, 18.2 per cent in the footwear industry, 10.5
per cent in building, 10.2 per cent in the hotel trades, and 9.4
per cent in the textile industry. Of the total number of minors
in irregular circumstances in 1992, 81.6 per cent were concentrated
in these five activities.
584. The data for 1993 are very close. We shall
refer to IGT's report on activities for the fourth quarter. In 1993
the number of visits made by IGT increased, and towards the end
of the year fewer unlawful situations were detected.
585. The reduction in the number of unlawful
situations is probably due to the Government's "Time to Grow"
campaign, which consists of information activities designed to combat
child labour, and to the Portuguese authorities' effort to ensure
that child labour is performed as far as possible in the minor's
home.
586. The geographical areas and activities having
an incidence of child labour in 1993 are substantially the same.
587. A few tables enable us to see the incidence
of child labour, by quarter, from 1990 to 1993, which is interesting
because we can follow trends since 1990. Table VII in annex 5 */
shows us the trends by age groups. Up to the fourth quarter of 1991,
there is no incidence as far as 15-year-olds are concerned because
the minimum legal age was 14 years. As from 1992, the 15-year-old
age group is affected because the minimum age rose to 15 years.
This implies a sharper breakdown of the figures as from 1992.
588. In conclusion, it seems to us to be possible
to gather from this material that child labour in Portugal is concentrated
by region, activity and age group. The number of working minors
is tending to fall and is probably not as high as some reports tend
to suggest.
589. The raising to 15 of the minimum age for
admission to employment is important since, by affecting the most
important age group, in which child labour has the highest incidence,
it will tend to cause the overall numbers to fall, although to a
certain limited extent the problem continues to merit the full attention
of the Government, which is determined to reduce child labour progressively
and, if possible, to eliminate it.
590. These observations having been made, it
is now possible to consider the legislative framework for this phenomenon.
591. At the level of international law, attention
may be drawn to the following instruments:
- The International Agreement for the Suppression
of the White Slave Traffic (ratified in July 1905);
- The International Convention for the Suppression
of the White Slave Traffic (ratified in September 1913);
- The International Convention for the Suppression
of the Traffic in Women and Children (ratified in June 1925);
- The Slavery Convention (ratified in October
1927);
- The International Convention for the Suppression
of the Traffic in Women of Full Age (ratified in January 1937);
- The International Covenant on Civil and Political
Rights (ratified in July 1978);
- The International Covenant on Economic, Social
and Cultural Rights (ratified in July 1978);
- The Convention on the Rights of the Child
(ratified in September 1990);
- The European Social Charter (ratified in August
1991);
- The Convention for the Suppression of the
Traffic in Persons and of the Exploitation of the Prostitution of
Others (ratified in October 1991);
- ILO Convention (No. 102) concerning Minimum
Standards of Social Security (ratified on 3 November 1992).
592. Decree-Law No. 396/91 of 16 October, which
sets the minimum age for working at 15 years, provides that this
age will be set at 16 years as from 1 January in the year following
that in which compulsory schooling lasting nine years has been completed
by the first pupils to which it will have been applied.
593. For this reason ILO Convention (No. 138)
concerning the Minimum Age for Admission to Employment is not expected
to be ratified until 1966-1997, the year in which the 9-year cycle
of compulsory schooling will be completed and in which the age of
16 years will become the minimum age for child employment.
594. At the level of the Constitution, article
74(4) prohibits by law child labour during the age of schooling.
Article 69 of the Constitution, concerning the protection of children,
may be construed as including the protection of minors with regard
to work.
595. Decree-Law No. 396/91 of 16 October allows
young people to perform light work, and only light work, subject
to a timetable that does not interfere with their schooling.
596. Under the labour legislation that determines
working conditions, account must also be taken of Decree-Law No.
441/91 of 14 November concerning the legal arrangements for safety,
hygiene and health in the work place.
597. Further to Decree-Law No. 396/91 of 16
October and Decree-Law No. 441/91 of 14 November, the Government
drew up Order No. 714/93 of 3 August and Order No. 715/93, also
of 3 August. These texts provide a list of the work that is considered
light and that may be performed by minors, and of work that is prohibited
for minors or whose performance is subject to conditions.
598. Thus minors are allowed to perform light
work consisting of simple and well-defined tasks which require only
elementary knowledge and do not require any physical or mental effort
that endangers their health or development.
599. Heavy work is prohibited. Also prohibited
for minors are activities which expose them to physical, chemical
and biological agents which form part of forbidden manufacturing
processes or of processes in which working conditions are particularly
hard. Work which is considered heavy and is therefore prohibited
for minors is listed in an annex to Order No. 715/93.
600. With regard to Article 11 - adequate standard
of living, housing and food - we shall deal generally with the current
situation of the Portuguese economy, and then with the measures
adopted and the provisions existing in respect of housing and food.
We shall also refer to the steps that are being taken to combat
poverty and exclusion in Portugal.
The economic situation in Portugal
601. On the question of the economy, taking
as our reference the document prepared by the Central Bank (the
Bank of Portugal, entitled "Monthly summary of the economic
situation - January 1994"), we shall deal in turn with the
international economic situation, the economic situation in the
framework of the European Union, refer to the White Paper of the
Commission on economic growth, and look at the Portuguese economic
situation.
602. The recession has been the dominant feature
of the Western economies, among which Portugal has its place. In
1993, only the United States and the United Kingdom experienced
any definite expansion and recovery of activity. In the other Western
countries GDP showed stagnation or a downward evolution. The recession
which characterized most of the economies of Europe in this period
brought about a contraction in the volume of international trade,
a contraction particularly felt in the framework of the European
Union, of which Portugal is a part.
603. According to GATT figures, the growth in
the volume of world trade was less than 3%, below the level of 4%
recorded in 1992. OECD forecasts point to a slight upturn in GDP
in the Western countries in 1994, though only very slight, especially
in Germany and Japan.
604. The effects of crisis have been felt in
all the countries of the Community and by the population. Rates
of unemployment in the various countries of the Community were high
in 1993, and although 1994 is a year of slight recovery in GDP in
the Western countries, the crisis in employment continues, with
forecasts predicting a rise in the rate of unemployment.
605. The slow-down in economic activity and
the level of unemployment have led to a fall in tax revenue and
an increase in social security expenditure and hence to high budget
deficits.
606. A few figures will illustrate this situation:
the rate of unemployment rose to 10.8% of the active population
in November 1993 (as compared with 9.8% in November 1992), while
industrial output in October 1993 was 3.1% lower than in October
1992. Prices rose in the European Community from 3.2% to 3.3% from
November to December 1993.
607. The European Union came into legal existence
with the entry into force on 1 November 1993 of the Treaty on European
Union. In practice, the economic measures (criteria of nominal convergence,
joint policy of Member States on currency stabilization, reduction
of budget deficits and public debt to the levels foreseen in the
Treaty, interest rate policy allowing for the independence of central
banks, and criteria for effective convergence - efforts to reduce
the existing structural disparities between Member States that can
only be carried out in the long term) foreseen in the Treaty on
Union were taken immediately the Treaty was signed, on 7 February
1992, and with this effort towards convergence the countries of
the European Community have tried to adhere to the calendar laid
down in the Treaty.
608. Thus, the second phase of Economic and
Monetary Union (EMU) began on 1 January 1994 with the establishment
of the European Monetary Institute (EMI), a cornerstone of the system
moving towards conclusion of the European system of central banks
and the European Central Bank that will administer liquidity in
the economy of the Community as a whole and thus contribute to economic
expansion in a framework of stability between the currencies that
are due to be replaced towards 1996 or 1999, according to the Treaty,
by the single European currency, the ECU.
609. We are thus at present in the second phase
of EMU, which could influence the resumption of expansion after
the situation of recession we are currently experiencing.
610. The Union or the economic policy of the
Union has not been beneficial in the context of the economic crisis
of the 1990s. The year 1992 saw the end of the European monetary
system that had ensured currency stability since 1979 (because,
it is said, of the uncertainty about ratification of the Treaty
on Union felt by the financial markets in 1992), 1993 was the worst
year of the crisis, to which it is also said that efforts towards
convergence, acting as a brake on economies, may in turn have contributed.
611. In spite of the rise in unemployment for
1994, it seems certain that signs foreshadowing an albeit modest
recovery from the crisis may be apparent in 1994. Europe will then
be able to continue its evolution.
612. Portugal has also felt the effects of the
crisis and appears to be the first country to be emerging from it.
It has also made an effort towards convergence but has benefitted
since 1994 from the Community Support Framework resulting from the
"Delors Plan II" (a plan not included in the Treaty but
providing, like the "Delors Plan I", also not included
in the Single European Act at the time, the funds needed to implement
the necessary effort towards real convergence), consisting in duplication
of structural funds up to 1992. The improvement of infrastructure
and of fabric 650 resulting from this plan will certainly have an
influence on the level of employment in Portugal and on improvement
of the living conditions of the people living in Portugal. The process
of European union is thus extremely important in regard to the adequate
standard of living that is the object of Article 11 of the Covenant.
613. Conscious of the need to have an economic
policy adapted to circumstances, the countries of Europe invited
the Commission to draw up a report on the strategy to be adopted
in the medium term for growth, employment and competitiveness. The
White Paper on economic growth was approved by the European Council
on 10 and 11 December 1993.
614. With respect to economic growth, the White
Paper concludes that the mean annual rate of growth compatible with
the maintenance of employment levels should be in the region of
2.5%. An increase in investment is proposed, accounting for 23 to
24% of GDP, as compared with 19% at present.
615. With regard to competitiveness, this can
no longer be viewed solely in the perspective of reductions in costs.
To reduce wages cannot be the only response to competition from
countries where wages are not very high, since this leads to a deterioration
in living standards and is a threat to European social structure.
A strategy aiming to improve competitiveness should, essentially,
be based on investment in human capital and a better integration
of the different levels of competitiveness (research and innovation,
organization of work, product quality, new markets).
616. Four paramount objectives need to be attained
in order for Community competitiveness to enable the highest possible
level of employment to be attained:
(a) The insertion of European enterprises into
the new context of globalized independent competition;
(b) The exploitation of competitive advantages
connected with the "dematerialization" of the economy;
(c) Facilitation of sustainable industrial development;
(d) Reduction of the discrepancy in the pace
of evolution of supply and demand.
617. A complementary strategy focuses on small
and medium businesses, to facilitate adaptation to the new demands
of competitiveness, in order to ensure that economic agents are
mobilized in the right way towards growth, competitiveness and employment.
618. Since small and medium businesses account
for 70.2% of employment in the Community, an integrated programme
for SMBs has been established, with the objectives of:
(a) Identifying and reducing restrictions of
fiscal, social, administrative, financial or other origin that constitute
an obstacle to the creation or continuation of SMBs;
(b) Strengthening and ensuring adequate availability
of financing to SMBs and improving relations between financial institutions
and SMBs;
(c) Creating incentives for cooperation among
businesses and improving the quality of management;
(d) Creating incentives for the development
of businesses with good potential for growth and developing employment
in small and medium service businesses.
619. With regard to employment, action in education
and training is needed, from which positive effects need to be felt
in three areas:
(a) Efforts to combat unemployment through the
qualification of young people and "requalification" of
workers overtaken by increases in productivity as a result of technological
progress;
(b) Stimulation of growth by strengthening the
competitiveness of businesses;
(c) Achievement of growth with greater employment,
through better adaptation of skills to changing markets and social
needs.
620. To reduce unemployment, opportunities for
employment must be maximized. The Commission proposes continuous
alteration in the structure and time of work, accompanied by adjustments
in the incidence of taxation in order to encourage the creation
of new jobs, improve access to the labour market, and improve reserves
of human capital so as to optimize Community competitiveness and
anticipate and accelerate the development of new jobs and new activities.
621. One point on which action is needed to
encourage the maintenance and creation of jobs without reducing
wages is a decrease in the non-wage costs of labour, i.e. taxes
and compulsory social contributions which affect both workers and
employers. These charges represent 40% of the Community's GDP for
labour and are higher than those of Japan or the United States.
The high level of the non-wage costs of labour has a deterrent effect
on employment, encourages the substitution of capital for labour
and furthers the parallel economy. Non-wage costs need to be reduced
by 1% or 2% of the GDP. Environmental taxes, taxes on consumption
(an increase in VAT) and on capital yields should be encouraged
so as to be able to reduce non-wage costs without reducing tax revenue.
622. Briefly, the report of the Bank of Portugal
containing the monthly summary of the economic situation shows a
drop in the growth of consumer prices; a drop in nominal wages in
the public and private sectors, regarded as indispensable to ensure
the reduction of inflation, competitiveness and sustained growth.
The Bank of Portugal brought down its intervention interest rates
on the money market. This led to a general lowering of interest
rates.
623. More particularly, private consumption
maintained a positive rate of real growth in 1993, although this
was less than in 1992.
624. Investment in manufacturing fell sharply
in 1993, with certain sectors of the transformation industry especially
affected. These included textiles, clothing, footwear, "basic
metallurgical industries" and "paper and graphic arts".
A slight improvement is expected for 1994.
625. Investment in construction (building) stagnated
in 1993.
626. Investment in infrastructure also fell
in 1993. With regard to the sale of motor vehicles, specifically,
the sale of this type of goods declined significantly, while the
importation of vehicles from third countries as compared with those
from the European Community fell by 8.5% from January to October.
Domestic production of capital goods also declined.
627. The monthly cyclical survey of the transformation
industry nevertheless reveals a tentative upturn as from the last
quarter of 1993.
628. Wages fell in general in 1993.
629. Inflation also fell, reaching a level of
about 6.3% in January 1994.
630. The number of unemployed workers rose in
terms of the numbers signing on at job centres. This increase would
appear to be due to workers in search of a new job.
631. The balance of services for 1993 showed
a surplus, thanks to the surplus balance under the heading of "travel
and tourism" (149 thousand million escudos).
632. The balance of non-monetary capital was
also in surplus (245.1 thousand million escudos) up until September
1993. This is essentially due to the entry of long term external
credit, but also to direct investment (166.6 thousand million escudos)
and investment in bonds (284.2 thousand million escudos).
633. Official liquidity reserves (excluding
exchange rate fluctuations) increased during the month of January
by US $ 48 million. At the end of the month, the balance (with gold
valuation at market prices) was US$ 21,839 million.
634. From January to November 1993, the financing
requirements of the public administrative sector amounted to 896.3
thousand million escudos, exceeding the sum for the previous year
by 350.2 thousand million escudos. In November the public administrative
sector financing requirement was 108.2 thousand million escudos,
and was met by drawing upon deposits from the Bank of Portugal.
The Administration became indebted, having issued bonds to the value
of about 40 thousand million escudos in medium- and long-term Treasury
bonds. The expenditure and revenue of the State were nevertheless
balanced, in relation to the supplementary budget, in 1993. But
the Social Security attained a deficit of 150 thousand million escudos,
partly due to the considerable volume of debts owed by taxpayers.
635. In December 1993, the growth of total domestic
bank credit, though still rising, was nevertheless less than in
1992 at the same period. Money supply did not increase much in December
1993, less than in December 1992.
636. The escudo remained stable throughout the
month of January. In this context, the Bank of Portugal continued
to gradually reduce the intervention rate, which contributed to
the lowering of the interest rate.
637. The observations that may be made from
the summary of cyclical activity are that there has been a reduction
in economic activity, presenting a favourable aspect in the shape
of a drop in inflation and a decrease in money supply (which may
permit a recovery in economic activity, specifically as a result
of lower interest rates) and an unfavourable aspect in the shape
of the crisis experienced by industry, which points to the need
for adaptation, taking care to minimize the effects of this adaptation
on wages and levels of employment. These observations appear to
coincide with the observations made for the European economy, and
Portugal is in any case essentially oriented towards the countries
of the Community. The timid economic recovery that now seems to
be imminent in Europe also appears to be incipient in Portugal.
National and Community measures of restructuring and investment
will contribute, we hope, to an improvement in the quality of life
in Portugal and thereby help Portugal to meet its obligation under
Article 11 of the Covenant to ensure an adequate standard of living
for all its nationals.
The alleviation of poverty
638. Notwithstanding favourable economic evolution,
the structural changes in the economy have led to the appearance
of worrying situations of poverty and social exclusion which it
is being attempted to combat.7/
639. In Portugal, Community measures coexist
with national measures and joint measures between the Community
and Portugal are actions where there is Community financing alongside
national financing. Community measures emanate from the European
observatory of social exclusion, while national measures are coordinated
by the Poverty Commissariats under the authority of the Ministries
of Labour and Social Security. There is a Poverty Commissariat in
the North Region (north of the Tagus) and a Poverty Commissariat
in the South Region (south of the Tagus). We shall allude briefly
to the activities undertaken by the two Commissariats.
640. The North Regional Commissariat to combat
poverty has organized its action by geographical area and by needs
of the populations. It has intervened in actions in partnership
with local organizations of various types.
641. At Aveiro, it has organized integrated
development projects, specifically at Aguada de Cima where the problems
were to do with education, maternal and child health, vocational
and sociocultural training (social marginalization, child labour,
undifferentiated labour, alcoholism, prostitution); at Bairro do
Grine, with the same fields of action; and a comprehensive programme
to combat family disintegration, the lack of primary health care,
undifferentiated labour, alcoholism and housing problems. This programme
aims to promote family development by giving families the means
to be self-sufficient. In Braga the same type of actions have been
undertaken, with an attempt at social insertion of gypsies as one
of the objectives of the programme.
642. Emigration has also been one of the concerns
of the Commissariat, whose aim is to settle populations and prevent
desertification. Adaptation of the workforce in terms of training
to the labour required has also been the object of actions undertaken.
643. The "Salus" project should be
mentioned. The area of this intervention is Vila Nova de Famalicão
and it concentrates on alcoholism and multiple drug dependence.
One of the concerns of the project is that the cycles of alcoholism
and drugs engender situations of human degradation that lead into
cycles of poverty.
644. In Bragança, the Commissariat has
organized a project to combat poverty among the handicapped. Among
other objectives, it is concerned to promote vocational training
and the insertion of these people into the world of work in order
to reduce their dependency and the poverty engendered by their situation.
645. In Coimbra, development projects have been
undertaken in the district of Conchada, with a programme of care
for women in "risk situations", a community project for
the economic and social integration of the persons and groups with
least resources by the municipality of Lousa, and projects to combat
poverty in Miranda do Corvo, Penela and Poiares.
646. In Guarda, the quality of housing is being
improved through the ZUD or "urban area development" project;
the level of literacy, housing, vocational training and forest rehabilitation
are being developed in the municipalities of Fornos de Algodres
and Aguiar da Beira.
647. In Porto, actions for youth, social housing
and social reinsertion have been undertaken, covering five villages
with the same type of problems. Telões, Lordelo (municipality
of Paredes), Santa Marinha (municipality of Gaia), Santo Tirso and
Massarelos are the localities covered by these programmes of action.
648. Several other localities and districts
of large cities, as in Porto, have been covered by these programmes,
which, in the North Region, have combined national with Community
action, specifically the Community Programme for the Social and
Economic Integration of Groups of Persons with Low Resources for
1989-1994.
649. The North Region Commission to combat poverty,
and no doubt the South Region Commission too, are now supported
by the Medium Term Programme of Action Against Exclusion and For
the Promotion of Solidarity for 1994-1999 (final document of the
Commission of the European Community COM(93) 435 of 22 September
1993).
650. The Programme of the South Region began
its activities in October 1990. It has given rise to 51 measures
to find and catalyse energies, people and resources to enable a
break with the mechanisms of social exclusion. Social intervention
requires:
- Knowledge of the needs, potential and capacities
of groups and communities;
- The creation of a network of institutional
partnership ensuring the participation of the various levels of
the public sector, together with the private sector, and ensuring
continuity of the actions undertaken beyond the duration of the
projects;
- The elaboration of an integrated multisectoral
plan;
- The local involvement of groups or communities
in efforts to emerge from their situations of poverty.
The South Region Programme has, up to 31 December
1992, invested a total of 3,700,000,427 escudos.
651. "Diagnosis, divulgation, partnership,
organization and support to projects" covers the comprehensive
range of activities needed to set up the Programme. In this case,
this involves studying the mechanisms of social exclusion and the
needs and aspirations of groups and communities; establishing a
network of partnership that has enabled integrated and multisectoral
plans of action to be drawn up; finding ways of permitting participation
by the population; giving concrete shape to the conditions needed
for the programme to function (formation of the team, installation,
equipment and instruments of registration).
652. The second area of intervention, "creation
of infrastructure and services", has involved the creation
of infrastructure and the adaptation of existing facilities to promote
greater opening to the local community and the development of activities
recognized as necessary by the community itself. With the objective
of creating and giving impetus to structures for family support,
organized activities and participation conducive to development
and change, 14 community centres and other structures have been
set up, providing in all for:
(a) 4,856 children and adolescents:
- 29 wet nurses for 116 infants;
- 13 crèches, kindergartens and socioeducational
centres for 478 children;
- 8 new premises for "workshops" and
the opening of rooms in social welfare institutions and schools
for 3,468 children and adolescents;
- 2 temporary reception centres for 24 children
at risk, pending their integration;
- 1 residential unit for 15 adolescents at risk,
pending their social integration;
- 2 play centres, for prevention;
- 6 youth clubs with organized activities for
450 adolescents and 105 children, with preventive actions;
(b) 2,028 elderly people:
- Home support services for 488 dependent persons;
- 21 convivial day centres for 1,109 isolated
elderly people;
- 7 homes, including 3 for the severely dependent:
439 elderly people;
(c) 109 situations of aggravated social risk
or marginality:
- 2 temporary reception centres, 54 men, ex-prisoners
and homeless;
- 2 residential units, 55 persons - homeless
and unmarried mothers, to be integrated socially;
(d) The general population
- Home support services - 544 persons in vulnerable
situations or handicapped;
- Information/referral/reception service, linking
up with other government sectors, 1,990 persons;
- Premises for organized activities and training
- open to the population;
- Sports facilities.
653. It is in this area that the greatest efforts
have been made and in this area that the greatest volume of the
funds available for investment have been spent, i.e. 1,715 thousand
million escudos, or 51.6% of the total. The social partners have
collaborated but their contribution is not included in this figure.
The local authorities and private individuals have made sites available
and this type of initiative has extended to the preparation of projects,
the provision of facilities and the mobilization of human resources.
654. The Social Security, through the Regional
Social Security Centres, has gradually assumed responsibility for
the continuity of projects, through protocols of cooperation concluded
with private social welfare institutions which make it possible
to finance these actions on a permanent basis.
The third area of intervention, "improvement
of economic conditions", has encompassed a series of initiatives
to improve the level of productivity of the groups with least resources.
These include:
(a) Encouragement of training - 1,616 persons.
An attempt to reawaken lost vocations, change habits of personal
organization and work, aimed at persons with no aspirations or motivation;
(b) Vocational training actions - 2,193 persons,
of whom 70% successfully completed their courses;
(c) Support for employment - 175 persons (creation
of 30 family businesses and purchase of 3 fishing boats);
(d) Support to associative movements and cooperatives
- 2,015 persons.
656. A total of 622 jobs have been created as
a result of these actions, including 266 self-employed (independent),
356 employed by others and 88 in the social facilities that have
been created. In the sequence of referral and social support to
families provided by the projects in the area of intervention "response
to problems of an urgent nature", 92 further persons have found
jobs (88 working for others and 4 self-employed).
657. The area of intervention "improvement
of welfare conditions" has consisted essentially in educational
actions in the fields of health and hygiene. Primary health care
and initiatives to improve housing and its surroundings are helping
to improve the negative self-image of the populations in question.
658. In the field of education for health, 4,253
persons have been covered, while 2,825 persons (630 families) have
received help with housing, including:
(a) Construction of 63 dwellings - of which
32 with support for self-building;
(b) Interior renovation and improvement of 202
houses, one of which intended for rural tourism;
(c) Support for household appliances for 74
families;
(d) Re-accommodation of 11 families in social
housing;
(e) Preparation for the re-accommodation of
90 families in social housing;
(f) Acquisition of two sites for housing - one
for 28 dwellings and another for 8 apartment blocks.
659. Improvement of the surroundings of housing
has ranged from the cleaning up of streets and green spaces, the
electrification of houses, in addition to general electrification
in certain areas by the partners of the Central Administration (island
of Culatra), to the installation of sewerage and piped water supply.
Support has also been given for a small dam and a rural water reservoir,
community initiatives to create areas of tourist attraction as well
as to preserve the natural heritage of the region.
660. The fundamental objective of the area of
"organized activities" has been to support and develop
the capacities of groups and communities, to strengthen local networks
of solidarity through intergenerational, interpersonal and interethnic
conviviality, strengthening self-esteem and cultural identity. In
the field of "promotion of socioeducational activities",
schools have widely opened their doors to the population and experimental,
advisory and vocational guidance facilities have been created. Reference
must also be made to the inclusion of extra activities in school
curricula and experimentation with other forms of teaching, such
as the "unity in diversity" project in the school at Buraca-Amadora,
with high rates of educational success.
661. "Food support" has also been
one of the activities that has contributed decisively to the reduction
of educational failure in the framework of the projects. Still in
this area of activity, basic education for literacy and family formation
has been given to 1,274 persons, opening up perspectives for a more
rewarding active life and establishing new habits of personal and
family organization.
662. The area of intervention "resolution
of problems of an urgent nature" covers the reception and referral
of families with difficulties of insertion (3,305 persons) and links
up with other government services, and reception and assistance
in situations of aggravated social risk or marginalization, such
as "street children", the "homeless", "ex-prisoners",
"young people in danger or situations of marginality",
"unmarried mothers" and "the handicapped". Actions
have comprised:
(a) Reception at the rehabilitation and reinsertion
centres created by the projects - 148 persons;
(b) Integration into families and institutions
- 235 persons;
(c) Attendance at vocational training courses
- 36 persons.
663. Mention must also be made of the "food
bank against hunger" which, in conjunction with 61 social welfare
institutions, has so far (May 1993) provided food support to 15,140
persons.
664. The partners in these actions have been:
the regional social security centres; the employment and vocational
training centres; the regional directorates of education, educational
extension facilities and local schools; health centres and district
hospitals; civil governors; the agricultural extension authorities
and the tourist administration; the maritime and fishing authorities;
local authorities and housing cooperatives; the Youth Institute;
the Institute for Social Reinsertion; private social welfare institutions;
the Santa Casa da Misericordia and other associations, enterprises
and business associations.
Housing
665. With regard to housing, the years 1991
and 1993 have brought substantial updating and some innovations
in line with the spirit of the Covenant.
666. Decree-law No. 445/91, of 20 December,
established the regime for the licensing of private building. Areas
included in detailed plans or with permits for plots, areas with
an urbanization plan, areas with municipal development plans and
areas not included in municipal development plans are subject to
licensing by the municipal authorities, and in some cases by the
central administration. Areas covered by municipal master plans
are also subject to licensing. Licensing is a unitary process, consisting
in the granting of permission to build, with the details recorded
in a special book and endorsed by the competent authorities.
667. In chronological sequence with this Decree-law,
Decree-law No. 448/91, of 29 November, regulates the occupation
of urban land. This is done through division into urban plots within
development plans, subject to measures to protect the environment,
natural resources and the quality of life. Division into urban plots
is intended to provide for the construction of new residential housing,
and the urbanization of the land is foreseen and should be coordinated
with environmental services. The process involves division into
unitary plots, requiring permission and limited to areas considered
suitable for urbanization; the process is also public, any interested
person may intervene and a certain amount of control is exercised
over the promoters of urban development work.
668. This regime brings an improvement in the
quality of life of residents in urban areas. But consideration of
housing in terms of Article 11 of the Covenant is not complete unless
we refer to the regime for rented urban housing and measures of
social housing. The new regime governing rented housing was instituted
in Decree-law No. 321-B/90 of 15 October which provides for free
rents, conditioned and supported depending on the economic security
of the tenant and the length of time the tenancy contract has been
in force. Provisions for rent subsidies and maximum rents are included.
Every year, a ministerial Order determines the coefficients for
the updating of rents.
669. Housing policy is coordinated with policy
on youth. Decree-law No. 292/90, of 21 September, provides for access
to subsidized loans by young people to buy homes. It alters Article
13 of Decree-law No. 328-B/86 by enlarging access to subsidized
loans for young couples: the sum of the spouses' ages must not exceed
60 years, neither partner being over 30, and a single person must
not be over the age of 30 years. Decree-law No. 162/92, of 5 August,
provides for a rent incentive system for young people.
670. Decree-laws No. 328-B/86, of 30 September,
and No. 224/89, of 5 July, establish a system of loans for the acquisition,
construction, improvement and renovation of homes, as principal
or secondary residence or for letting, and for the purchase of land
for permanent personal residence. Decree-law No. 328-B/86 has been
altered by Decree-law No. 250/93, of 14 July, which established
the new rules on home loans. This Decree-law introduces the possibility
of obtaining financing at fixed rates of interest. As stipulated
in Order No. 672/93, of 19 July, the fixed interest rates will apply
for a minimum duration of three years.
671. Decree-law No. 197/92, of 22 September,
establishes the "Recria" programme containing special
measures of support for the recovery of rented buildings.
672. Decree-laws No. 171/79, of 6 June, and
10/91, of 9 January, also provide for the financial renting of buildings
for personal occupation by tenants.
673. Provision is made for the financing of
housing projects in Decree-law No. 150-A/91, of 22 April, and for
home loans in Decree-law No. 150-B/91, of 22 April.
674. Social housing measures were introduced
in Decree-laws Nos. 162/93, 163/93, 164/93, 165/93, 166/93 and 167/93
of 7 May. These texts introduce important changes and clarify the
housing support system, focusing on moderate cost housing.
675. Decree-law No. 162/93 provides for financial
participation by the State in the building of low cost homes. Rules
of temporary non-transferability are established and the text defines
the conditions for the financing of building cooperatives by the
State.
676. Decree-law No. 163/93 is a crucial text.
In it priority measures for areas of housing shortage, i.e. Lisbon
and Porto, are adopted. In regard to financing, provision is made
for agreements between the State and the municipal authorities.
The object of such agreements is to eliminate slums and build decent
housing. This text is part of the national programme to combat poverty
launched by the Government in 1991, and finds its place within this
programme as part of the special programme on housing in the metropolitan
areas of Lisbon and Porto.
677. Decree-law No. 164/93, of 7 May, stipulates
the conditions in which land is to be made available for housing.
This land belongs to the Government Institute for the Management
and Allocation of Land for Housing, which makes it available to
interested parties. These parties are civil building contractors
who may obtain land from the Institute by public tendering, in which
they undertake to sell the housing they build at low prices, and
also submit proof of financial soundness, i.e. that they have little
recourse to subsidized loans.
678. Decree-law No. 165/93, of 7 May, provides
for the concession of loans to private civil construction companies
for the building of controlled cost housing through the signing
of housing development contracts. Homes will be sold for permanent
personal occupation by the buyers and letting for occupation under
the controlled rent scheme. They may also be sold to municipal authorities
or private social welfare institutions for letting as homes under
the supported rent scheme. They are not transferable for a minimum
period of five years.
679. Decree-law No. 166/93, of 7 May, institutes
the regime for the updating of rents for social housing. Supported
rents are rents for housing owned by the State, autonomous government
agencies, government institutes, the Autonomous Regions (Azores,
Madeira), municipal authorities and private social welfare institutions.
680. Finally, Decree-law No. 167/93 of 7 May
institutes the system of disposable property. This involves the
construction of low cost homes that will gradually be acquired by
their occupants through the payment of regular instalments.
Food
681. Article 11 of the International Covenant
on Economic, Social and Cultural Rights stipulates the realization
of an adequate standard of living. This adequate standard of living
specifically comprises two aspects: the guarantee of adequate housing
and of adequate food, with measures ranging from freedom from hunger
to the international distribution of food. We shall refer here to
measures at the domestic level. Before we consider the issue of
food, it should be placed in its legal and institutional framework.
Legal and institutional framework
682. Portugal has adopted an administrative
structure for agriculture and agricultural programmes in conformity
with its membership of the European Community and linked with complementary
national measures. The existence of measures preceding accession
to the European Communities (the Treaty of Accession, signed in
1985, entered into force on 1 January 1986) is a fact. These measures,
however, already anticipated accession and set out to adapt agricultural
structures and production to Community lines, or were adopted in
readiness for accession, as with the regime for group farm enterprises
(Decree-law No. 513-J/79, revoked by Decree-law No. 336/89, of 4
October, which defines these enterprises with a view to their integration
into a national agricultural policy adapted to the common agricultural
policy).
683. The process of European Union launched
as from 1 November 1994 will certainly change things, and the GATT
agreements may also bring innovations. Portugal is adapting to change,
and important measures, to which we shall refer, have been taken
to modify the existing administrative structure. Reference will
also be made to measures relating to food quality. Legislation for
the execution of international commitments will only be mentioned
where necessary: much of this legislation was designed to meet the
objective of the Internal Market as from 1 January 1993 and thus
relates to that objective, while the new legislation that is appearing
is as yet fragmentary and addressed to specific situations.
684. Portuguese agriculture has undergone profound
transformation since accession to the European Communities, while
at the same time, the Government has embarked on a reform of the
Civil Service in accordance with three criteria: effectiveness and
efficiency in administration, protection of the legitimate rights
and interests of citizens, and rationalization of the human and
financial resources of the Civil Service.
685. It is in this context of change in agriculture
and administrative reform that recent legislation to modify the
existing administrative structure has been introduced. It is composed
of Decree-laws Nos. 94/93 (Organic Law on the Ministry of Agriculture),
95/93 (Organic Law on the General Secretariat for Agriculture),
96/93 (Organic Law on the General Directorates of Agriculture),
97/93 (Organic Law on the Institute of Agrarian Structures and Rural
Development), 98/93 (Organic Law on the Institute of Agricultural
Marketing and the Food Industry), 99/93 (Organic Law on the Institute
for the Protection of Agricultural and Food Products), 100/93 (Organic
Law on the Institute of Forestry), 101/93 (Organic Law on the National
Institute of Agricultural Research), 102/93 (Organic Law on the
Vine and Wine Institute), all of 2 April.
686. The functions of the Ministry of Agriculture
are to participate in the elaboration of national agricultural policy,
which certainly includes efforts to ensure an adequate standard
of living for all in terms of food (a proper food ration), although
Portugal is not self-sufficient in agricultural production; and
the evaluation and control of economic activities relating to the
production and distribution of foodstuffs, which certainly includes
control of food quality (Decree-law No. 94/93, Article 2).
687. The Ministry of Agriculture is divided
into administrative departments with responsibility for implementing
the functions of the Ministry of Agriculture throughout the country.
These are the General Directorates of Agriculture, active in the
provinces of Portugal (the Administrative Regions that would provide
the administrative underpinning for these provinces have not yet
been created, although provision is made for them in the Constitution;
the districts, which were the old local administrative divisions,
still exist but do not correspond to the provinces of Portugal,
which are larger). The General Directorates of Agriculture (Decree-law
No. 96/93) have a very important role to play since they bring the
directives of the Ministry of Agriculture to the local level and
gather awareness (which should influence the steps to be taken by
the Administration) of regional problems.
688. According to Article 1 of Decree-law No.
96/93, of 2 April, the General Directorates of Agriculture are services
whose task is to give direct support to the farm and food sectors
in accordance with the national policy determined for these sectors.
Among their functions (Art. 2), emphasis must be laid on study of
the needs of the farm and food sectors in the regions and the involvement
of the General Directorates in regional development plans whose
implementation will affect the regions; implementation of national
policy and objectives for the farm and food sectors; analysis of
investment projects and actions of a sociostructural type not included
in such projects, to assess their conformity with the legislation
in force; implementation of the farm and food components of integrated
regional development plans; technical support to farmers; promotion
of rural infrastructures and measures for soil protection and conservation;
promotion of improved structures of land ownership and the modernization
of agricultural structures and enterprises; experimental and demonstration
activities for the development of animal production; promotion of
vocational and technical training for farmers, and the collection
of information.
689. The penetration of the common agricultural
policy is being felt: the General Directorates of Agriculture have
units that are intended to coordinate the implementation of the
common agricultural policy at the regional level (Art. 4 of Decree-law
No. 96/93). One of these is the Directorate of Marketing Services
and Farm Guarantees, which organizes the penetration of common marketing
organizations at the regional level, in the framework of the common
agricultural policy. This Directorate is composed of the Division
of Marketing, the Division of Farm Guarantees and the Division of
Legal Packaging of Produce. The role of the Division of Farm Guarantees
in giving effect to the Community policy of subsidies and market
price support should be highlighted. The Regional Directorates of
Agriculture have many other activities, ranging from sociostructural
measures (they also implement the Community's structural transformation
programme) to animal health, food hygiene and quality, and improvement
of the rural environment.
690. In addition to the General Directorates,
there are several specialized institutes that depend directly on
the Ministry of Agriculture, covering specific sectors of activity
(Decree-law No. 94/93, Art. 3 No. 4). These are the Institute of
Agrarian Structures and Rural Development, the Institute of Agricultural
Marketing, the Institute for the Protection of the Agricultural
and Food Industry, the Vine and Wine Institute, the Port Wine Institute,
and the Agency for the Control of Community Aid to the Olive Oil
Sector.
691. As well as the restructuring of the agricultural
administration, we shall also refer to food quality in Portugal,
which is covered by the Institute for the Protection of Agricultural
and Food Products.
692. The Institute of Agrarian Structures and
Rural Development (Decree-law No. 97/93) is a legal entity possessing
assets of its own. Its functions are to study and develop national
agricultural policy, integrating throughout with the central administration.
It has its own organs and technical and administrative support services,
including the Division of Programming and Financial Management,
and operational services directly linked with agriculture, from
the Directorate of Information Services to the National Horse-breeding
Service (National Stud), as well as the Division for Agricultural
Policy Evaluation.
693. The Institute of Agricultural Marketing
and the Food Industry (Decree-law No. 98/93) is also a legal entity
with its own assets. Its functions (Art. 2) are to support the Ministry
of Agriculture in the formulation of agricultural marketing policy,
essentially, and policy relating to the food industry (Art. 2(a)
of Decree-law No. 98/93).
694. The Institute for the Protection of Agricultural
and Food Products (Decree-law No. 99/93), which is also a legal
entity with its own assets, deals with the formulation of policy
for the protection of agricultural produce, and with food hygiene
and quality. By its control activities, it ensures respect for the
rules of hygiene on farms and is responsible for certification as
prescribed by the law.
695. The Institute of Forestry is also a legal
entity with its own assets and its functions are to define national
forestry policy, ensure balanced management of forests, the dissemination
of appropriate technologies for the conservation of soil and water
resources, and ensure the quality and proper use of forest resources.
Among the directorates of which it is composed, mention should be
made of the Directorate of Hunting, Fishing and Apiculture Services
and Other Forest Resources.
696. The National Institute of Agricultural
Research is the agency responsible for devising, coordinating, implementing
and controlling research and development activities and training
in the fields of agriculture, animal husbandry and forestry in the
framework of the Ministry of Agriculture (Decree-law No. 101/93,
of 2 April).
697. Wine is a sensitive domain in Portugal.
Hence the creation of an Institute not covering the whole of the
agricultural field but limited to wine (Decree-law No. 102/93, of
2 April). Under the terms of Article 5 of Decree-law No. 102/93,
of 2 April, the functions of the Vine and Wine Institute are to
draw up projects for the sector, for support, control and oversight
at the national level, in regard to both vine growing and the production
and marketing of wine and derivative products. The Vine and Wine
Institute is the intervention agency for the common organization
of the wine market (in terms of Community requirements) and the
liaison body with the European Community for the wine sector. It
also chairs the national commission responsible for representing
Portugal at the International Vine and Wine Office. It has the competence
to propose standards for the regulation of the wine market, and
of vine growing. It is also competent to promote wine, through the
certification of certain wines (Article 7 of Decree-law No. 102/93)
and control and oversight in the wine sector.
Food quality in Portugal
698. The Institute for the Protection of Food
Products has kindly provided us with some information on food quality
in Portugal. Quality is the natural complement to sufficiency of
food. If steps are taken to ensure that those with least resources,
in particular, and the population in general receive sufficient
food, this food must also be of adequate quality. The Institute
for the Protection of Food Products, among its functions mentioned
above, exercises control over the quality of food products.
699. A first area of activity is control of
the production of industrial establishments making food products.
This involves technical assessment of industrial projects in regard
to conditions of hygiene, and the issue of a health permit after
inspection of the production unit.
700. A second area of activity concerns industrial
establishments for products of plant or animal origin. This again
involves visits of inspection, not for the issue of permits but
to ensure regular checks on the conditions of hygiene in which these
establishments are producing foods.
701. A third area of activity is regular or
occasional control on request; this consists in chemical, technical
and microbiological laboratory analyses of food products. This activity
divided into seven fields:
(a) analysis of vegetable oils, sweeteners,
food colouring agents, milk and its derivatives, meat derivatives
and cereals;
(b) monitoring of nitrates in vegetables;
(c) microbiological analysis of cooked foods;
(d) microbiological analysis of processed meat
products;
(e) microbiological analysis of miscellaneous
food products, at the request of private entities;
(f) analyses in cooperation with other agencies.
702. In examining the problems of health in
Portugal, we shall refer to the text of the Constitution, the Global
strategy for health for all by the year 2000 of WHO, which is a
reference for health policy, the report of the National Commission
on Child Health, which, if it is approved by the Government, will
form a financially supported plan of action for the problems of
children, and, finally, the activities carried out by the Ministry
of Health. We shall then examine the legislative regime for health,
from the framework law which we shall designate as the Law on the
Bases of Health, the Law on the National Health Service, measures
of assistance in health, from the regulation of private health care
or social welfare to public assistance for the purchase of medicaments
and miscellaneous legislative provisions in various domains.
Constitutional provisions on health
703. The Constitution, in Chapter II of Section
III, thereby including it among the fundamental rights not vested
with direct applicability, provides for the right to health in Article
64. Everyone shall have the right to protection of his or her health
and the duty to defend and foster it. This protection of health
is given effect by the action of the legislator. The legislative
power has the duty to take steps to guarantee the right to health
but Article 64 may not be invoked in justice by individual citizens
(see introduction).
704. Pursuant to paragraph 2 of Article 64 the
right to health protection shall be assured by:
(a) a universal and general national health
service that thus covers the entire population and all forms of
health care and that, taking into account the economic and social
conditions of the citizens, shall tend to be free of charge;
(b) the creation of economic, social and cultural
conditions securing the protection of children, the young and the
old, and the systematic improvement of living and working conditions,
the promotion of physical fitness and sports in school and among
the people, and the development of the people's health education.
It is thus the duty of the State to create an environment conducive
to the development of good health conditions for all.
705. Article 15 of the Constitution places aliens
on an equal footing with nationals. This is reflected in all aspects
of the regime applicable to aliens.
Health policy
706. Health policy in Portugal is based on the
major objectives defined by WHO in 1986, in the book "Targets
for Health for All - Targets in Support of the European Regional
Strategy for Health for All". These objectives correspond in
general to the objectives set out in the Constitution. They are
to be found in the programme of the National Commission on Child
Health and the activities carried out by the Ministry of Health.
They are also among the objectives set out in the Law on the Bases
of Health and the Law on the National Health Service, in this case
not in terms of programmes but as concrete rights and duties of
citizens in relation to the health system.
707. The aim embodied in this book is to "facilitate
the attainment by all the people of the world by the year 2000 of
a level of health that will enable them to lead a socially and economically
productive life".
708. The major guiding principles of health
policy in the light of this aim are equality of access to health
care, health promotion and disease prevention, the penetration of
health into society and the involvement of society in health, multisectoral
cooperation in health, primary health care and international cooperation.
709. Within this framework, the book defines
38 targets to be attained by the year 2000. Very succinctly, these
targets include equality of access to care for all, enhancement
of the health potential and improvement of the living conditions
of the handicapped, reduction of mortality and disability and elimination
of certain diseases, such as poliomyelitis; reduction of factors
of mortality not directly related to health, ranging from increased
life expectancy at birth to reduction of traffic accidents and including
measures to prevent suicide; promotion of healthy lifestyles, improvement
of the environment and provision of adequate health care; promotion
of research in the field of health, the formulation of health policy
and the development of human resources for health.
Report of the National Commission
on Child Health (January 1993)
710. Reference to health must not overlook the
health of children. According to the report prepared by the Government
on the application in Portugal of the Convention on the Rights of
the Child, the population is in the process of ageing, 30% of the
population is under the age of 19 and medical care and services
are not yet sufficiently developed in Portugal. According to this
report, although compulsory immunization is now general (carried
out at the health centres), treatment requiring hospitalization
is not widely available and children are treated with adults. There
are in fact only three paediatric hospitals in Portugal. This example
is sufficient to illustrate the scale of the effort still needed.
711. The National Commission on Child Health
was set up in 1992 by the Secretary of State for Health. It has
drawn up a report (completed in January 1993) on the situation of
children in Portugal. It is to this report that we shall henceforth
refer, for if it is approved, it will form the basis for plans of
action for the health of children in Portugal. Hence its importance.
712. The degree of interest shown by a society
in respect of its most vulnerable groups, especially children and
adolescents, to a large extent reflects its level of development
and the depth of its democratic experience. In Portugal, up to the
eve of the Revolution in 1974, paediatric medicine was concerned
with children up to the age of seven. The age was raised to twelve
but most children and adolescents are still being treated with adults.
The 1990 Convention on the Rights of the Child takes "child"
to mean "every human being below the age of eighteen years".
Since paediatrics is the medical care of children, it should therefore
include the care of children and young people from birth to the
end of adolescence.
713. The last few years have brought significant
progress in Portugal in the health care of adolescents and children:
- Improvement of health indicators for the child
and adolescent population;
- Consolidation of the primary health care network,
greater scientific rigour in health control activities, with concern
for effectiveness, efficiency and impact;
- Changes in the ranking of the most common
diseases, with a marked decline in infectious, foodborne and perinatal
diseases and greater importance of disorders of development and
behaviour, chronic diseases, accidents and dental caries, inter
alia;
- Increased knowledge and motivation among families,
in line with the reduction of illiteracy and the improvement of
living conditions, and the development of parenting skills;
- Recognition of the importance of team work
in the health services and child support structures;
- Recognition of the importance and need for
continuing training and applied research.
The need has also been noted for adequate continuity
in the provision of care, specifically through better and closer
integration of the different levels of care, and for the exchange
of information and improved communication.
714. The report provides for health care for
children and adolescents, the training of human resources, the problems
of children with special needs (handicapped, chronically ill, victims
of violence), areas requiring special attention and paediatric research,
and formulates conclusions and recommendations.
715. Like the Law on the Bases of Health and
the international instruments, the report stresses that primary
health care should be the central activity of medical care in the
framework of a national health service.
716. The conclusions formulated in the report
touch upon community paediatrics: the aim is to create a body of
paediatricians to function in the community and specifically devoted
to this community action. These paediatricians would complement
general clinicians or public health physicians and their activities
would be integrated into the tasks of health teams. Local and regional
health structures will need to be adapted so as to incorporate these
community paediatricians.
717. The conclusions concern the following sectors:
(a) hospital care: reference is made to the
Charter of the Rights of Children in Hospital drawn up by the European
Community in 1990. The aims of a paediatric service are to prevent
hospitalization, especially extended stays in hospital, to encourage
accompaniment of children in hospital by their parents, to create
an atmosphere responsive to the needs of children and adolescents,
to develop non-invasive methods of diagnosis and treatment, and
to organize reception areas designed for children and adolescents,
for both emergency and non-emergency cases;
(b) paediatric intensive care: this should be
introduced in all hospitals, for which suitable and well trained
human resources will be needed;
(c) casualty services: neither patients nor
professionals are satisfied with the present services;
(d) integration of hospital and non-hospital
care: the Law on the Bases of Health recognizes this need. More
and continuing information is needed on the health of every young
patient, updated by every health unit attended by the child. The
creation of units to coordinate child health regionally between
the health centres, hospitals and other services located in the
geographical area of future integrated health care facilities is
recommended;
(e) postgraduate training in paediatrics: so
that paediatricians may specialize;
(f) paediatric surgery: the concentration of
human and technical resources is recommended in order to optimize
surgical care for children, in view of the reduction in costs to
which this would lead, and improvement in the quality of the services
provided;
(g) children's and paediatric nurses in Portugal:
the quality of the care given by nurses needs to be improved, and
they should be given specific paediatric training and encouraged
to relate to parents;
(h) handicapped children: it is recommended
specifically that child development centres should be set up in
the hospitals, to identify problems and establish programmes of
support to young people;
(i) children with chronic illnesses: the interventions
of paediatricians should be coordinated and treatment centres brought
nearer to the children's homes;
(j) children victims of violence: reception
centres for these children need to be improved, and adoption should,
if possible, be encouraged when reintegration into the family is
no longer appropriate;
(k) genetics: this area should be expanded in
order to improve the care of mothers and children;
(l) oral health: it is necessary to improve
oral hygiene and combat dental caries;
(m) accidents: their number is alarming in Portugal,
costing 220,000 years of potential life each year. This figure includes
road accidents only. Young people are particularly prone to accidents
from birth up to the age of nineteen. A reduction in the number
of road accidents, accidents in the home and other accidents, can
only be achieved through the promotion of safety in the environment
in which children and adolescents grow up. This requires an interdisciplinary
approach. Measures are proposed in respect of each type of accident.
The implementation of these measures calls for a specific and priority
national programme;
(n) adolescents: for whom a specialized approach
is needed;
(o) research in paediatrics.
Activities carried out by the Ministry
of Health
718. In the period 1989/1991, the two priority
national programmes were those concerned with cardiovascular diseases
and hypertension and perinatal morbidity, comprising the following
measures:
- Elaboration of standards to evaluate the extent
of control of arterial hypertension at the regional/local level
(Department of Environmental Services, Division of Planning and
Evaluation);
- Elaboration of technical directives on the
control of dyslipidaemia (Department of Environmental Services);
- Elaboration of directives on occupational
risks related to cardiovascular diseases and hypertension (Department
of Environmental Services);
- Revision of service instructions on how to
fill in health records for pregnant women and how to fill in family
planning records (Maternal and Child Health, Family Planning);
- Updating of standards and service instructions
on tetanus immunization of pregnant women, immunization of girls
aged 11 to 13 against rubella and combined measles, mumps and rubella
immunization of children between 12 and 14 months (Directorate of
Communicable Diseases and Parasitoses Services);
- Updating of standards on congenital syphilis
(Directorate of Communicable Diseases and Parasitoses Services,
Maternal and Child Health and Family Planning);
- Elaboration of a standard on occupational
risks connected with pregnancy, in collaboration with the Division
of Maternal Health.
The regional health administrations have opted
additionally for other programmes in the light of their assessment
of the situation in each department.
719. There are other programmes whose routine
execution is the responsibility of the health centres: child health;
family planning; environmental health; hospitalization; oral health,
etc.
720. The normative activities relating to priority
programmes are:
- Transformation of the norms relating to the
perinatal period into technical directives;
- Revision of the service standard "Concepts
used in the field of maternal health";
- Pregnant women at work (occupational risks
connected with pregnancy, standards for management);
- Publication of the standards for the treatment
and prophylaxis of tuberculosis in pregnant women and children;
- Updating of the standards for evaluation of
the arterial hypertension programme at the local level.
721. The normative activities relating to other
programmes are:
(a) Environment:
- Updating of the standards relating to the
programme on "monitoring of water quality in bathing areas";
- Elaboration of standards for the programme
on "noise control for health";
- Elaboration of standards for the mapping of
risk factors for health;
- Promotion of the elaboration of regulatory
standards for spa establishments, particularly with regard to the
exercise of their functions by health personnel;
(b) Mental health:
- Proposal for the reformulation of the Law
on Mental Health;
- Definition of a national information system
in the area of mental health;
(c) Other health programmes:
- Revision and updating of all existing standards
on child health and transformation into "technical directives";
- Elaboration of technical directives for the
proper observation of teeth;
- Updating of service instructions on the "detection
and control of diabetes";
- Elaboration of a "programme of action
on certain cancers at the health centre level";
- Discussion of the intervention project on
"rheumatic diseases" at the primary health care level;
- Collaboration in the elaboration of minimum
standards of physical and mental fitness to drive motor vehicles;
- Elaboration of standards for the diagnosis
of pulmonary and other forms of tuberculosis;
- Publication of standards for the treatment
and prophylaxis of tuberculosis in the general population.
Legal regime
722. In the area of health, the legislative
framework within which health policy is conceived must first of
all be stressed. The fundamental text is Law No. 48/90, of 24 August,
the Law on the Bases of Health. The Law is divided into four chapters
which define the bases of health: general provisions (chapter I,
bases I to XI), entities providing care (chapter II, bases XII to
XXIII), the National Health Service (chapter III, bases XXIV to
XXXVI), and special initiatives in health (chapter VI, bases XXXVII
to XLII).
723. The protection of health is a right of
citizens and the community to which effect is given through the
joint responsibility of citizens, society and the State, in terms
of freedom of research and provision of care, as stipulated in the
Constitution and the law. The State guarantees the access of all
citizens to health care within the limits of the human, technical
and financial resources available.
724. Health policy obeys the following principles:
it is a priority in the activity of the State; citizens are equal
in access to care, irrespective of their economic means or place
of residence. The distribution of resources for the utilization
of services should be equitable. Special care is provided for groups
subject to risk, such as children, adolescents, pregnant women,
the elderly, the handicapped, drug addicts and workers exposed to
risks. The health services are linked with the social security and
welfare services, functioning in accordance with the interest of
the users. Private initiative is encouraged, particularly in the
form of private social welfare establishments. Individuals play
a part in the definition of health policy. Communities should be
made aware of health issues so that they can contribute to health
promotion. Finally, the State guarantees support to scientific research
and the training of health personnel.
725. The entities providing health care are
the National Health Service, the public entities active in the health
sector, the private entities operating in this sector and self-employed
professionals.
726. From among these entities, the beneficiaries
of medical care have the right to choose (within the framework of
the health system) services and providers, to accept or refuse the
provision of care they are offered, and to be treated with adequate
facilities, humanity and care, technical correctness, privacy and
respect. The recipients of care also have the right to confidentiality
of the personal data they reveal, information concerning their situation,
the possible alternatives for treatment and the probable evolution
of their condition. They likewise have the right to religious assistance
if desired, to complain of the manner in which they have been treated
and, if necessary, to receive compensation for damages incurred.
The recipients of care may also form entities that collaborate with
the health system, in the form of associations for the promotion
and defence of health or groups of friends of health establishments.
727. They also have duties. Beneficiaries must
respect the rules on the organization and functioning of services
and establishments, collaborate with health professionals in regard
to their own situation, utilize the services in accordance with
the established rules and pay the costs arising for the provision
of care where so stipulated.
728. In this chapter, the law also provides
for the exercise of their profession by health professionals, the
training of personnel, and research and development. It also provides
for the territorial organization of the health system, the decentralization
of the health authorities, emergency or disaster situations, and
the exercise of the activity of pharmacy.
729. The National Health Service (foreseen in
chapter III of the law) is characterized by universality in regard
to the population, availability and guaranteed provision of the
full range of care, which shall normally be free of charge for beneficiaries,
guaranteed equity of access for patients, and regionalized organization
with decentralized and participative management.
730. Lastly, private health initiatives are
supported by the State. Private welfare establishments are subject
to the guidelines and inspection of the services of the Ministry
of Health. Private profit-making institutions are subject to licensing,
regulation and quality control by the State. In the framework of
the regime established by the Law on the Bases of Health, mention
should be made of the strengthening of the role of the private welfare
institutions created by Decree-law No. 12/93, of 15 January; and
the legal regime governing private health facilities, Decree-law
No. 13/93, of 15 January. Self-employed professionals are controlled
by their respective professional orders and by the services of the
Ministry of Health.
731. Agreements may be concluded between the
public services and private institutions in order to ensure a better
result.
The National Health Service |