| SE strategy / action plan 1.2.1 S1100S267S333S467S533 Criteria and evidence- S1 · Status: 100 (adopted and in force on 31 Dec 2025)
No dedicated strategy was adopted (the draft National Strategy for the Social Economy was in public consultation 6 Oct-30 Nov 2025); S2 rests on the National Strategy to Combat Poverty 2021-2030 (RCM 184/2021), which is adopted and in force to 2030, so S1 scores that instrument: 'adopted and in force on 31 Dec 2025'. · source 1 - S2 · Dedication: 67 (SE chapter or pillar with measures in an adopted broader strategy, or dedicated regional strategies only)
The ENCP 2021-2030, Eixo 3, Objetivo 3.2, contains SE measures: action 3.2.6 'Reforçar o papel e o potencial da economia social', 3.2.7 job-creation projects arising from social-entrepreneurship projects, and 3.2.10 a national social labour-market programme with social-entrepreneurship projects (3.2.10.1) and a network of 'Incubadoras Sociais de Emprego' (3.2.10.2): 'an adopted broader national strategy with SE measures' (67). These are actions within one objective, not an SE chapter or pillar. · source 1 - S3 · Operational content: 33 (objectives only, or measures without named responsible bodies)
Scored on the ENCP: its SE actions name no responsible body, indicator, target or budget (each governmental area bears costs within existing budgets, n.os 13-14); the Action Plan 2022-2025 (RCM 126/2023, 273 activities) could not be read at activity level (annex table garbled in the copy opened; the government PDF was refused): 'measures without named responsible bodies'. · source 1 - S4 · Monitoring: 67 (monitoring body or indicator set in place)
Scored on the ENCP, not the draft: an inter-ministerial high-level commission (CIAN, meets quarterly), a Comissão Técnica de Acompanhamento (meets every four months under RCM 126/2023) and a national coordinator responsible for interim and final evaluation are in place; the coordinator reported in Oct 2024 an interim monitoring report (192 of 273 activities for 2022-2023 carried out), whose publication was not confirmed: 'monitoring body or indicator set in place'. · source 1 - S5 · Participation of SE organisations: 33 (public consultation only, or a general statement that stakeholders took part)
Scored on the ENCP, not the draft: RCM 184/2021 (n.º 9) creates a consultative forum of public and private non-profit entities, 'nomeadamente da economia social e solidária', with members to be indicated by the CIAN; neither RCM 184/2021 nor RCM 126/2023 names an SE organisation in a drafting or monitoring body: 'a general statement that stakeholders took part'. · source 1
| 60.0 |
| Institutional structure & dialogue 1.2.2 I1100I2100I367I467 Criteria and evidence- I1 · Lead responsibility: 100 (a dedicated unit, directorate or agency for SE)
CASES (Cooperativa António Sérgio para a Economia Social) is a public-interest cooperative created by Decree-Law 282/2009, majority State-owned, an 'entidade externalizada no âmbito do MTSSS' classed in general government, with the social economy as its remit: 'a dedicated unit, directorate or agency for SE'. · source 1 - I2 · Breadth of mandate: 100 (the social economy / SE broadly)
CASES and the MTSSS cover the social economy as defined by Law 30/2013 (cooperatives, mutuals, misericórdias, foundations, IPSS, associations, community entities): 'the social economy / SE broadly'. · source 1 - I3 · Consultative body with SE organisations: 67 (set up)
The Conselho Nacional para a Economia Social (RCM 55/2010, amended by RCM 103/2012) brings government and sector confederations together; CASES's activity plan for 2026 (Dec 2025) states that its DRISCE 'apoia administrativamente as reuniões do plenário do CNES e dos seus grupos de trabalho', but no dated plenary in 2024-2025 was found: 'set up'. · source 1 - I4 · Inter-ministerial coordination: 67 (a standing mechanism, or a one-off coordination body)
The CNES is chaired by the Prime Minister with several members of government (2017 plenary attended by the PM, the Minister of Planning and the Secretary of State for Social Security), a standing body for cross-government dialogue on the social economy; no 2024-2025 meeting was found (the ENCP's inter-ministerial CIAN covers poverty, not SE): 'a standing mechanism in place'. · source 1
| 83.3 |
| Social clauses in public procurement 2.3.2 P1100P233P30P433 Criteria and evidence- P1 · Legal basis: 100 (reservation or preference explicitly for SE/SSE entities (e.g. Directive 2014/24 Art. 77 transposed, a national SSE quota))
The Public Contracts Code (as amended by Decree-Law 111-B/2017) allows contracts reserved to operators integrating disabled or disadvantaged persons (art. 54.º-A) and reserves certain health, social and cultural service contracts to organisations meeting the Directive 2014/24 Art. 77 conditions (art. 250.º-D): 'reservation ... explicitly for SE/SSE entities (Art. 77 transposed)'. The consolidated text opened was truncated before these articles. · source 1 - P2 · National policy push: 33 (general guidance mentioning social considerations)
IMPIC's guidance material (Nov 2021) is on green procurement but sets out the social execution conditions of art. 42(6) CCP (Law 30/2021) and social sustainability as an award factor (art. 75(2)(d)); the national procurement strategy in force is green (ENCPE); no national socially responsible procurement plan was found: 'general guidance mentioning social considerations'. · source 1 - P3 · Evidence of use: 0 (none)
IMPIC's annual public procurement report 2023 gives national figures only for environmental criteria (6,582 procedures, 3.72%) and none on reserved contracts or social criteria; no other national data or cases found: 'none'. · source 1 - P4 · Capacity support: 33 (donor- or project-based training only)
The only documented government session is IMPIC's presentation 'Compras Públicas Ecológicas - Portal Base' (Nov 2021), which has one slide on the social execution conditions of art. 42(6) CCP and none on reserved contracts; IMPIC's 2023 report cites no training or guidance on social clauses, and no programme or helpdesk was found: a one-off session, not a programme, coded at the nearest lower level, 'donor- or project-based training only'. · source 1
| 41.7 |
| Official SE definition 3.1 D1100D2100 Criteria and evidence- D1 · Where defined: 100 (in law)
Law 30/2013 (Lei de Bases da Economia Social) defines the social economy and its entities: 'in law'. · source 1 - D2 · Content (social aim; participatory governance; limits on profit distribution): 100 (all three)
Art. 5 sets the guiding principles: primacy of people and social objectives; democratic control by members; allocation of surpluses to the entities' aims in line with the general interest: 'all three'. (article text known, not re-opened in this round) · source 1
| 100.0 |
Legal recognition of SEs 3.2.1 · level 2 of 3Lei de Bases da Economia Social (Lei n.º 30/2013, de 8 de maio) · sources 1 2 3 4L1100L2100L350L40L550 Criteria and evidence- L1 · Adoption stage: 100 (in force)
- L2 · Scope: 100 (general: SE broadly, including a status open to several legal forms or any purpose)
- L3 · Implementing rules: 50 (some adopted)
Art. 13 required, within 180 days, the reform of the legal regimes of the entities in art. 4, the Estatuto do Mecenato and the Estatuto de Utilidade Pública; art. 11 requires a more favourable tax status 'defined by law'. Adopted (from memory, not re-checked here): IPSS statute revision (DL 172-A/2014), Código Cooperativo (Lei 119/2015), Código das Associações Mutualistas (DL 59/2018), Lei-Quadro do Estatuto de Utilidade Pública (Lei 36/2021). Not adopted: the art. 11 tax statute (CASES 2026 plan still preparing a proposal for the Government). - L4 · Status or register: 0 (foreseen with no entity recognised, or law not in force)
No status; art. 6 requires a permanent database of social economy entities (BDPEES). Not launched at end-2025: CASES's 2026 plan reports contracting problems that made the 2025 targets unattainable and sets the launch for 31 Dec 2026. - L5 · Bodies foreseen by the law: 50 (not foreseen)
No body foreseen: art. 7(2) only refers to representation in the existing Conselho Económico e Social. The Conselho Nacional para a Economia Social exists but is not created by this law.
| 60.0 |
| SE support ecosystem 4.3.6 E1100E267E367E4100E5100 Criteria and evidence- E1 · National programme: 100 (national programme dedicated to SE, run by government or a public agency)
CASES, a State-controlled public-interest cooperative, runs national support for SE entities (Programa de Apoio às Cooperativas, pilot 2022-2025; Social Investe; technical support under the national microcredit programme), and the Centro de Competências para a Economia Social (Portaria 20/2025/1; IEFP-CASES protocol) designs SE training: 'national programme dedicated to SE, run by government or a public agency'. · source 1 - E2 · Territorial coverage: 67 (several regions)
CASES works nationally from Lisbon with Regional Delegations providing technical and logistical support for regional and local activities and an accredited network (ECPAT) for microcredit technical support, which it plans to extend to 'territórios com reduzida cobertura'; the number of delegations is not given and no national network of SE support centres is documented: 'several regions'. · source 1 - E3 · Public funding of support: 67 (mixed national and EU/donor)
CASES is funded by State transfers from IEFP and IGFSS (Decree-Law 282/2009), while the competence centre is financed by the Recovery and Resilience Plan: 'mixed national and EU/donor'. · source 1 - E4 · Continuity: 100 (five years or more)
CASES has supported SE entities since 2010 and Social Investe since 2013, without interruption to 2025: 'five years or more'. · source 1 - E5 · Range of services: 100 (three or more)
CASES's activity plan documents finance (Social Investe credit line; bonified microcredit 'Sou Mais' with technical support from accredited ECPAT entities), legal advice (Gabinete Jurídico consultations and opinions; support on statutes and internal regulations), training, support to entrepreneurial projects (Academia Y.ES) and an impact-assessment course for 60 entities (2026): 'three or more'. · source 1
| 86.7 |
| EU funds mobilised for SE 5.1.1 F1100F2100F3100F467 Criteria and evidence- F1 · Programming: 100 (a dedicated SE measure or priority with an allocated budget)
Portugal 2030 carries the Portugal Inovação Social 2030 initiative (RCM 54/2023: social innovation and impact entrepreneurship instruments, financed from the mainland regional programmes, social economy entities among the main beneficiaries), with ESF+ allocations per call (e.g. EUR 2.34 m, Norte 2030, Dec 2025): 'a dedicated SE measure or priority with an allocated budget' (read with social innovation/impact entrepreneurship as SE-led). · source 1 - F2 · Calls and instruments: 100 (recurring dedicated calls, or an EU-funded financial instrument for SE)
Dedicated competitive calls recur: Títulos de Impacto Social (Centro 2030, 2023), Parcerias para a Inovação Social (Norte 2030, Sep 2023 and 29 Dec 2025), open to cooperatives, mutuals, misericórdias, foundations and IPSS: 'recurring dedicated calls'. · source 1 - F3 · Channel: 100 (managed by national or regional authorities as part of national SE policy)
Calls are run by the regional managing authorities with the national Estrutura de Missão Portugal Inovação Social 2030 as intermediate body (CASES and CPES sit on its advisory council): 'managed by national or regional authorities as part of national SE policy'. · source 1 - F4 · Evidence of take-up: 67 (number of SE beneficiaries or projects reported)
The Government reported (26 Sep 2023) that Portugal Inovação Social approved 694 applications and funded 477 entities with EUR 152 m (Portugal 2020 period), without an SE breakdown; no 2021-2027 monitoring data found: 'number of SE beneficiaries or projects reported'. · source 1
| 91.7 |
| Dedicated national funding 5.2.2 N1100N2100N3100N467 Criteria and evidence- N1 · Dedicated line: 100 (dedicated line for SE broadly)
Social Investe, a credit line protocolled between CGD, CASES and IEFP (EUR 12.5 m), finances social economy entities broadly (IPSS, mutuals, misericórdias, cooperatives, local development associations); a further EUR 120 m Linha de financiamento ao Setor Social (IGFSS, BPF, mutual guarantee societies) ran to 31 Dec 2024: 'dedicated line for SE broadly'. · source 1 - N2 · Instrument types: 100 (three or more)
Social Investe combines bank loans, mutual guarantees (80%/75% of capital) and interest and guarantee-fee subsidies ('bonificações'): 'three or more types' (loans, guarantees, grant-type subsidies). · source 1 - N3 · Continuity: 100 (five years or more)
Social Investe has operated since 2013 (2021 activity report covers 2013-2021), is still offered by CGD, and the Setor Social line was open to end-2024: 'five years or more'. · source 1 - N4 · Execution: 67 (disbursement reported (awards announced, beneficiaries named))
The 2021 activity report gives 44 operations totalling EUR 3.08 m and 137 guarantee applications; no figures for 2024 or 2025 were found: 'disbursement reported'. · source 1
| 91.7 |
