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1.8. Indicator 8 – Portability of grants and loans

The “Youth on the move” Recommendation invites Member States to:

promote the portability of grants, loans and appropriate access to relevant benefits, in order to facilitate the learning mobility of young people.

The indicator for measuring how this reference behaviour is applied is defined based on the following five criteria:

  • Countries have a process for setting up countrywide policy targets (whether quantitative or qualitative) in the area of the portability of grants and loans in IVET;
  • Apart from the specific mobility-oriented funding provided to mobile learners, countries have in place mechanisms that ensure the portability of IVET learners’ personal and study-related grants, loans and benefits;
  • The existing portability mechanisms are coordinated countrywide so as to ensure their consistency, convergence and effectiveness;
  • The existing portability mechanisms are subject to evaluation oriented to improving the next generation of this policy strand;
  • Involvement of learners and stakeholders in making the Portability policy effective and better over time is ensured through:
    • A visibility and access policy by which learners are informed about the portability mechanisms put in place for them and how to access them;
    • Learners and stakeholders surveys are carried out to check their satisfaction with the Portability policy and get their feedback in view of taking account of it in the evaluation process;
    • Impact measurement / Assessment of the extent of use of the portability mechanisms is in place and part of the evaluation process.
  •  

The table below presents the indicator in terms of criteria and benchmarks.

Indicator 8 – Portability of grants and loans

 

Criterion 8.1 – Target setting

Criterion 8.2 – Action taking

Criterion 8.3 – Coordination

Criterion 8.4 – Evaluation

Criterion 8.5 – Involving learners and stakeholders

 

Description of criterion

Description of criterion

Description of criterion

Description of criterion

Description of criterion

 

Countries have a process for setting up countrywide policy targets (whether quantitative or qualitative) in the area of the portability of grants and loans in IVET

Countries have in place mechanisms that ensure the portability of IVET learners’ personal and study-related grants, loans and benefits.

The existing portability mechanisms are coordinated countrywide so as to ensure their consistency, convergence and effectiveness

The existing portability mechanisms are subject to evaluation oriented to improving the next generation of this policy strand

Learners and stakeholders are involved in making the portability mechanisms effective and better over time. Their involvement is ensured through:

  • A visibility and access policy;
  • Learners and stakeholders surveys; and
  • Impact measurement / Assessment of the extent of use.

 

Description of benchmarks

Description of benchmarks

Description of benchmarks

Description of benchmarks

Description of benchmarks

5

A process is in place

The country has in place mechanisms that ensure the portability of IVET learners’ personal and study-related grants, loans and benefits.

Complete countrywide coordination of all portability mechanisms is ensured through a countrywide framework which is set by regulations and/or arrangements agreed between players

The existing portability mechanisms (or at least some of them) are evaluated: not only are they monitored (e.g. through reports, audits, user surveys, etc.), but also recommendations for future improvement are set up, implemented and followed-up along time for (re)adjustment as necessary

The country has taken actions of the following three types:

  • A visibility and access policy;
  • Learners and stakeholders surveys; and
  • Impact measurement / Assessment of the extent of use.

4

 
 

Coordination of portability mechanisms is incomplete (elements of coordination exist, but no complete countrywide coordination of all players or mechanisms). However, plans for setting up complete coordination are being prepared.

The existing portability mechanisms (or at least some of them) are monitored (e.g. through reports, audits, user surveys, etc.). But there is no systematic process of setting up recommendations for future improvement, implementing them, and following them up along time for (re)adjustment. However, a plan to set up such a systematic process has been at least initiated, e.g. in the form of preliminary preparation, initial debate / consultation / design, etc.

The country has taken actions of two of the three types.

3

 
 

Coordination of portability mechanisms is incomplete, and there are no plans to complete it.

The existing portability mechanisms (or at least some of them) are monitored. But there is no systematic process of setting up recommendations oriented towards future improvement, and there are no plans to develop any.

The country has taken actions of one of the three types.

2

No such process exists but there is an intention to set up one

The country does not have mechanisms for the portability of IVET learners’ personal and study-related grants, loans and benefits. However, a plan to set up such a mechanism has been at least initiated, e.g. in the form of preliminary preparation, initial debate / consultation / design, etc.

No countrywide coordination of portability mechanisms, but preliminary preparation (initial debate, consultation, design, planning, etc.) to develop one has begun

The existing portability mechanisms are not monitored. However, a plan to develop a monitoring or evaluation process has been at least initiated, e.g. in the form of preliminary preparation, initial debate / consultation / design, etc.

The country has not taken any actions of any of the three types. However, preliminary preparation (initial debate, consultation, design, planning, etc.) to develop at least one measure has begun.

1

No such process exists and there is no intention to set up any

The country does not have mechanisms for the portability of IVET learners’ personal and study-related grants, loans and benefits. There are no plans for putting in place such mechanisms.

No countrywide coordination of portability mechanisms, and there is no plan to set up any

The existing portability mechanisms are not monitored, and there are no plans to develop any monitoring or evaluation process.

The country has not taken any actions of any of the three types, and there are no plans for developing any such measure.