Conselho de Reitores das Universidades Portuguesas (CRUP)Edifício O – Campus do Lumiar, Estrada do

University Autonomy in Europe: the autonomy scorecard

project and the case of Portugal

Jointly organized by the European University Association (EUA) and the Portuguese

Council of Rectors (CRUP)

Date: May 14 (Monday)

Time: 10:00am to 5:00pm (free lunch from 1:15pm to 2:30pm)

Venue: Calouste Gulbenkian Foundation, Lisbon

Invited Speakers: members of the EUA Autonomy Scorecard Project Steering

Committee, senior HE education experts and members of CRUP

Participants: senior academics and administrative staff of HE institutions, central and

regional government officials and members of

national experts in HE, academics with an involvement in HE governance and

management. No registration fee will be charged for attendance if registration is sent

in advance to CRUP’s Office

Registration will also be accepted on the day of the event subject to the number of

participants

Language: Mainly English (translation

Background & Objectives:

The EUA launched in November 15 the “Autonomy Scorecard” a major report which

compares university autonomy across 26 European countries. In addition to an in

depth analysis of the current state of university autonomy in Europe, the study

includes four scorecards which rank and rate higher education systems in four areas:

organizational, financial, staffing and academic autonomy.

The scorecard concept is intended as a tool to compare and benchmark legislative

frameworks in national higher educa

Conselho de Reitores das Universidades Portuguesas (CRUP)

Campus do Lumiar, Estrada do Paço do Lumiar, 1649-038 Lisboa Tel: 213 602 950 / 213 602 952 Fax: 213 640 011

University Autonomy in Europe: the autonomy scorecard

project and the case of Portugal

Jointly organized by the European University Association (EUA) and the Portuguese

10:00am to 5:00pm (free lunch from 1:15pm to 2:30pm)

Calouste Gulbenkian Foundation, Lisbon

members of the EUA Autonomy Scorecard Project Steering

Committee, senior HE education experts and members of CRUP

senior academics and administrative staff of HE institutions, central and

regional government officials and members of Portuguese Parliament involved in HE,

national experts in HE, academics with an involvement in HE governance and

management. No registration fee will be charged for attendance if registration is sent

in advance to CRUP’s Office – carolina@crup.pt , until a week before the event.

Registration will also be accepted on the day of the event subject to the number of

Mainly English (translation from Portuguese into English will be provided)

The EUA launched in November 15 the “Autonomy Scorecard” a major report which

compares university autonomy across 26 European countries. In addition to an in

depth analysis of the current state of university autonomy in Europe, the study

udes four scorecards which rank and rate higher education systems in four areas:

organizational, financial, staffing and academic autonomy.

The scorecard concept is intended as a tool to compare and benchmark legislative

frameworks in national higher education systems with the purpose of engaging all

University Autonomy in Europe: the autonomy scorecard

Jointly organized by the European University Association (EUA) and the Portuguese

members of the EUA Autonomy Scorecard Project Steering

senior academics and administrative staff of HE institutions, central and

Portuguese Parliament involved in HE,

national experts in HE, academics with an involvement in HE governance and

management. No registration fee will be charged for attendance if registration is sent

, until a week before the event.

Registration will also be accepted on the day of the event subject to the number of

guese into English will be provided)

The EUA launched in November 15 the “Autonomy Scorecard” a major report which

compares university autonomy across 26 European countries. In addition to an in-

depth analysis of the current state of university autonomy in Europe, the study

udes four scorecards which rank and rate higher education systems in four areas:

The scorecard concept is intended as a tool to compare and benchmark legislative

tion systems with the purpose of engaging all

Conselho de Reitores das Universidades Portuguesas (CRUP)Edifício O – Campus do Lumiar, Estrada do

higher education stakeholders in a more in

to improve the systems, both at national and European level.

Despite the encouraging signs in some countries where governments

granted universities more autonomy, the study also showed that economic crisis and

austerity measures have, in some cases, led to tighter governmental controls of

university budgets which, together with additional cuts, sometimes without crite

have created unnecessary administrative burdens and reduced financial autonomy.

CRUP participated in the study providing data from the year of 2010 which showed

that Portuguese Universities were placed in the higher middle level group with higher

score in organizational autonomy due to effects of recent legal changes introduced by

new legal regime of 2007, particularly in the case of university foundations.

The implications of the global economic crisis and of the national financial situation on

Portuguese Universities need to be discussed in the context of institutional autonomy.

In Portugal, as in Europe as whole, autonomy does not mean independence or absence

of rules. Governments need to provide appropriate frameworks for universities to

fulfill their missions which are high quality teaching, excellent research and knowledge

transfer to the society. Although institutional autonomy is not a goal in itself it is a vital

multi-factorial element for the success of universities in accomplishing their m

The discussion will cover the following topics:

• Presentation of the “Autonomy Scorecard Project”

• Organisational Autonomy (main issues)

• Financial Autonomy(main issues)

• Staffing Autonomy(main issues)

• Academic Autonomy (main issues)

• The Balance between Institutional Autonomy and Public Accountability

Organizing Committee:

Conselho de Reitores das Universidades Portuguesas (CRUP)

Campus do Lumiar, Estrada do Paço do Lumiar, 1649-038 Lisboa Tel: 213 602 950 / 213 602 952 Fax: 213 640 011

higher education stakeholders in a more in-depth debate on autonomy and ultimately

to improve the systems, both at national and European level.

Despite the encouraging signs in some countries where governments

granted universities more autonomy, the study also showed that economic crisis and

austerity measures have, in some cases, led to tighter governmental controls of

university budgets which, together with additional cuts, sometimes without crite

have created unnecessary administrative burdens and reduced financial autonomy.

CRUP participated in the study providing data from the year of 2010 which showed

that Portuguese Universities were placed in the higher middle level group with higher

ore in organizational autonomy due to effects of recent legal changes introduced by

new legal regime of 2007, particularly in the case of university foundations.

The implications of the global economic crisis and of the national financial situation on

tuguese Universities need to be discussed in the context of institutional autonomy.

In Portugal, as in Europe as whole, autonomy does not mean independence or absence

of rules. Governments need to provide appropriate frameworks for universities to

their missions which are high quality teaching, excellent research and knowledge

transfer to the society. Although institutional autonomy is not a goal in itself it is a vital

factorial element for the success of universities in accomplishing their m

The discussion will cover the following topics:

Presentation of the “Autonomy Scorecard Project”

Autonomy (main issues)– Europe and Portugal

Financial Autonomy(main issues) – Europe and Portugal

Staffing Autonomy(main issues) – Europe and Portugal

Academic Autonomy (main issues) – Europe and Portugal

The Balance between Institutional Autonomy and Public Accountability

Organizing Committee: CRUP

depth debate on autonomy and ultimately

Despite the encouraging signs in some countries where governments have indeed

granted universities more autonomy, the study also showed that economic crisis and

austerity measures have, in some cases, led to tighter governmental controls of

university budgets which, together with additional cuts, sometimes without criteria,

have created unnecessary administrative burdens and reduced financial autonomy.

CRUP participated in the study providing data from the year of 2010 which showed

that Portuguese Universities were placed in the higher middle level group with higher

ore in organizational autonomy due to effects of recent legal changes introduced by

new legal regime of 2007, particularly in the case of university foundations.

The implications of the global economic crisis and of the national financial situation on

tuguese Universities need to be discussed in the context of institutional autonomy.

In Portugal, as in Europe as whole, autonomy does not mean independence or absence

of rules. Governments need to provide appropriate frameworks for universities to

their missions which are high quality teaching, excellent research and knowledge

transfer to the society. Although institutional autonomy is not a goal in itself it is a vital

factorial element for the success of universities in accomplishing their mission.

The Balance between Institutional Autonomy and Public Accountability

..2

Conselho de Reitores das Universidades Portuguesas (CRUP)Edifício O – Campus do Lumiar, Estrada do

UNIVERSITY AUTONOMY IN EUROPE:The Autonomy Scorecard

9.30 – 10.00 Registration

10.00 – 10.30 Welcome

• Eduardo Marçal Grilo, Administrator, Calouste Gulbenkian

Foundation

• Helena Nazaré, President, European University Association (EUA)

• António

Portuguese

• Suzana Toscano, Adviser for Education

Portuguese Republic

10.30 – 11.00 Session The European Autonomy Scorecard Pro Thomas Estermann,

11.00 – 11.15 Coffee

11.15 – 13.15 Session Rector

11.15 – 12.00 Organisational Autonomy Sir Howard Newby, Vice

António Cunha, Rector, Universidade do Minho

12.00 – 12.45 Academic Autonomy Jean-

João Queiroz, Rector,

12.45 – 13.15 Discussion

Conselho de Reitores das Universidades Portuguesas (CRUP)

Campus do Lumiar, Estrada do Paço do Lumiar, 1649-038 Lisboa Tel: 213 602 950 / 213 602 952 Fax: 213 640 011

UNIVERSITY AUTONOMY IN EUROPE: The Autonomy Scorecard Project and the case of Portugal

14 May 2012 Programme

Registration

Welcome

Eduardo Marçal Grilo, Administrator, Calouste Gulbenkian

Foundation

Helena Nazaré, President, European University Association (EUA)

António Rendas, Rector UNL, President, Council of Rectors of

Portuguese Universities (CRUP),

Suzana Toscano, Adviser for Education – Presidency of the

Portuguese Republic

Session – 1: Chair, Helena Nazaré, EUA The European Autonomy Scorecard Project Thomas Estermann, Head of Unit, EUA

Coffee

Session – 2: Chair, Alberto Amaral, A3Es and Carlos Braumann, Rector, Universidade de Évora

Organisational Autonomy Sir Howard Newby, Vice-Chancellor, University of Liverpool, UK

António Cunha, Rector, Universidade do Minho

Academic Autonomy -Marc Rapp, Ex-EUA President, Switzerland

João Queiroz, Rector, Universidade da Beira Interior

Discussion

Project and the case of Portugal

Eduardo Marçal Grilo, Administrator, Calouste Gulbenkian

Helena Nazaré, President, European University Association (EUA)

President, Council of Rectors of

Presidency of the

2: Chair, Alberto Amaral, A3Es and Carlos Braumann,

University of Liverpool, UK

Universidade da Beira Interior

..3

Conselho de Reitores das Universidades Portuguesas (CRUP)Edifício O – Campus do Lumiar, Estrada do

13.15 – 14.30 Lunch (free)

14.30 – 16.15 Session Santos Foundation and Manuel Assunção, Rector, Ude Aveiro

14.30 – 15.15 Financial Autonomy Thomas Estermann, EUA

António Cruz Serra, Rector, Universidade Técnica de Lisboa

15.15 – 16.00 Staffing Ikka Niiniluoto, Chancellor, University of Helsinki

Antón

16.00 – 16.15 Discussion

16.15 – 16.45 Session Cruz, Rector, U

Institutional Autonomy versus Public AccountabilitySir Howard Newby, Vice

16.45 – 17.00 Closing Remarks

• Eduardo Marçal Grilo, Calouste Gulbenkian Foundation

• Helena Nazaré, EUA

• António Rendas, CRUP

Conselho de Reitores das Universidades Portuguesas (CRUP)

Campus do Lumiar, Estrada do Paço do Lumiar, 1649-038 Lisboa Tel: 213 602 950 / 213 602 952 Fax: 213 640 011

Lunch (free)

Session – 3: Chair, António Barreto, Francisco Manuel dos Santos Foundation and Manuel Assunção, Rector, U

Aveiro

Financial Autonomy Thomas Estermann, EUA

António Cruz Serra, Rector, Universidade Técnica de Lisboa

Staffing Autonomy Ikka Niiniluoto, Chancellor, University of Helsinki

ónio Rendas, Rector, Universidade Nova de Lisboa

Discussion

Session – 4: Chair, Eduardo Marçal Grilo and Manuel Braga da Cruz, Rector, Universidade Católica Portuguesa

Institutional Autonomy versus Public AccountabilitySir Howard Newby, Vice-Chancellor, University of

Closing Remarks

Eduardo Marçal Grilo, Calouste Gulbenkian Foundation

Helena Nazaré, EUA

António Rendas, CRUP

3: Chair, António Barreto, Francisco Manuel dos Santos Foundation and Manuel Assunção, Rector, Universidade

António Cruz Serra, Rector, Universidade Técnica de Lisboa

Lisboa

4: Chair, Eduardo Marçal Grilo and Manuel Braga da

Institutional Autonomy versus Public Accountability niversity of Liverpool, UK

Eduardo Marçal Grilo, Calouste Gulbenkian Foundation

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