Co-Finanzierung berufsbezogener WB in OÖ
The ILA-System in Upper Austria
ILAs in the assisted area for vocational training in Upper Austria
Linz – Cultural Capital 2009
Fritz Bauer
Chamber of Labour of Upper Austria
CEDEFOP-SEMINAR ON INDIVIDUAL LEASRNING ACCOUNTS.
Dr. Fritz Bauer, AKOÖ
An incentive for financing continuing vocational education and training
Thessaloniki, 31 January 2008
Co-Finanzierung berufsbezogener WB in OÖ
Key data of Upper Austria
GEOGRAFICAL DATA
 1.4 million inhabitants >> 17 % of the Austrian population
 11,981 sq.km >> 14.3 % of national territory
ECONOMY/ LABOUR MARKET / EMPLOYMENT
 68,626 commercial companies, including some 1,000 foreign
companies….
 576,203 Employees -> employment rate 72 %
 Lowest unemployment rate in Austria since 2000 >> constantly
below 5 % >> actual unemployement rate (12/2007) 4,7 %
 32,6 € bn gross domestic product (2003)
 Growth rates significantly above national level
 Leading industrial region in Austria
 Export 17 billion € per year >> 26 % of total Austrian exports
QUALITY of LIFE
 Outstanding quality of life,
 high environmental standards
Dr. Fritz Bauer, AKOÖ
Co-Finanzierung berufsbezogener WB in OÖ
Assisted (regional) areas for vocational training in
Upper Austria
•
Supporting Individual Learners
•
•
UA Training Account (UA TRAc), AK-Trainingbonus (AK-TRBo), AKMemberdiscount for Training (AK-MeDi)
Supporting business
•Supporting
Individual Learners
• Wirtschaftsimpulsprogramm, Technologieförderprogramme,
Weiterbildungsverbünde,
•UAbrachenbezogene
Training
Account
(UA
TRAc –> oö Bildungskonto)
Firmenausbildungsverbund,
Stiftungen
•
Taxation
supports
•AK-Trainingbonus
•
•
•
AK-Bildungsbonus)
Absetzbetrag, Prämie, Bildungssparen
•AK-Memberdiscount for Training (AK-MeDi –>
Trainings via Labor Market Service
AK-Leistungskartenrabatt)
•
•
(AK-TRBo –>
TEP – Territorialer Beschäftigungspakt
Information & Advise on learning & supporting opportunities
•
AK-Database for Learners Support
•
http://www.arbeiterkammer.com/www-1174.html#
Special projects & Research & Development on vocational
training
Dr. Fritz Bauer, AKOÖ
Co-Finanzierung berufsbezogener WB in OÖ
Development of the UA TRAc
1992 negotiations between the Chamber of Labor an the
Regional Goverment of UA >> Programm started 1994
Goal > to give individual learners financial support by 50 % of
their personal costs of vocational training up to a defined
maximum ammount in a 4 years period
Primary targetgroup skilled (and unskilled) workforce
(„Fachkräfte“ - upper secondary & tertiary educated excluded )
Lively development of the scheme
Quality assurance by introducing a mandatory „UA Quality Seal“
for training institutions
Since 1999 supporting special targetgroups (eg. Women
returners to work, 40+ ..) and innovative projects
2004 extended for Workforce with Upper Secondary Education
2005 extension of support rate for 40+ and unskilled to 80 %
Dr. Fritz Bauer, AKOÖ
Co-Finanzierung berufsbezogener WB in OÖ
Actual Scheme of the Upper Austrian Training Account
(UA TRAc = oö Bildungskonto) – Status 2008 (+ 2009)
Tools
Rate of
Payment
Max. Accountbalance
General TRAc
50%
830,-- €
80%
1.250,-- €
50%
80%
1.660,-- €
2.090,-- €
75%
1.250,-- €
< 2.910.-> *
for 40+ & Unskilled
Special TRAc
for 40+ & Unskilled
Exceptional
TRAc
Charakteristik
(for a Periode of 5 Years)
(880.-)+
(1.770.-)+
(2.210.-)+
Certificate oriented
vocational training
(z.B. BRP)
(3.100.-)+
Special Projects
e.g. for women
returners to work;
for special targetgroups
Innovativ TRAc
Yeaarly defined
special scheme
*
Yy %
Vocational training
or training to start
higher vocational
qualification
Xxxx €
Yearly pot of approx.
730.000,-- €
Innovative programms for spec.
groups of learners
(2007: cultural
workers)
Value of a joint account for women returners to work under 40;
Dr. Fritz Bauer, AKOÖ
Co-Finanzierung berufsbezogener WB in OÖ
Key Data for the UA-TRAc










Joint use of all 4 different tools ist possible !
Training is (pre-)paid by the trainee
Reimbursement after succefully finishing
Goverment files personal accounts for the
learners
Average payment to trainee 2007 >> € 468.2007 >> 23.000 Applications = + 12 %
Budget 2007 >>> € 9,05 Mio. = + 7 %
Accounts will rise 2007-09 >> + 21%
Payment to trainees 1994-2007 >> € 64, 7 Mio
Induced turnover in vocational training by
UA TRAc since 1994 approx. 170 Mio €
Dr. Fritz Bauer, AKOÖ
19
94
19
95
19
96
19
97
19
98
19
99
20
00
20
01
20
02
20
03
20
04
20
05
20
06
20
07
20
08
Co-Finanzierung berufsbezogener WB in OÖ
Budget for UA TRAc
in 1000 €
12.000
10.000
8.000
6.000
4.000
2.000
0
Dr. Fritz Bauer, AKOÖ
Co-Finanzierung berufsbezogener WB in OÖ
The Chamber of Labors Support of Vocational Training
AK-Training-Bonus
(AK-TRBo - AK-Bildungsbonus)
•
•
•
•
•
•
•
For members only
100 € / Year - max. 40%
For AK-Plus-Program only:
Selected Courses in IKT, PD,
Language, vocational basics
At selected educational
institutions (BFI, VHS, Wifi)
Special activities for
targetgroups like migrantworkers..
Budget 2007>> 750.000 €
User 2007 >> 11.000
Members
AK-Memberdiscount for
Training (AK-MeDi –AKLeistungskartenrabatt)
•
•
•
•
•
•
For members only
10 % of discount but a limit
of 75.- € for one course
Unlimited nummer of
vocational and nonvocational courses/y
At the ak-owned
educational institutions BFI,
VHS-OÖ, VHS Linz
Budget 2007 > 560.000.- €
Users 2007 > 35.000
Members
Combined Effects of UA TRAc, AK-TRBo and AK-MeDi
Dr. Fritz Bauer, AKOÖ
Co-Finanzierung berufsbezogener WB in OÖ
Example for combined effects
of UA TRAc, AK-TRBo and AK-MeDi
Assumption 1: Female worker, below 40, skilled
Price (course out of AK-Plus-Program)
- 10% AK-MeDi
= „AK-Price“
- AK-TRBo
- 50% UA TRAc from AK-Preis #)
Personal price after support
€ 299,00
- € 29,90
€ 269,10
- € 100,00
- € 134,50
€ 34,55
Alternative Assumption 2: unskilled OR 40+
- 80 % UA TRAc from AK-Preis *)
Personal price after support
€ 169,10 *)
€
0,00
#) 793,50 left on the personal General UA TRAc for following trainings;
*) Maximum Support up to Zero !! 1. 081 left on the personal General
UA TRAc for following trainings;
Special TRAc in both cases still available for eligible trainings.
Dr. Fritz Bauer, AKOÖ
Co-Finanzierung berufsbezogener WB in OÖ
Benchmarks for State-ILAs in Austria
2006 Budget in 1000 € Nr. Users
Upper Austria
Lower Austria
Vienna
Styria
Burgenland
Carinthia
Salzburg
Tyrol
Vorarlberg
AUSTRIA
8.860
2.000
3.330
1.330
670
1.320
900
20.173
5.030
6.819
750
19.160
460
35.449
1.001
1.966
Employees
553.251
492.259
780.754
451.860
66.460
193.169
218.209
278.151
131.822
3.165.935
User-Rate Budget/Empl. Average Payment
3,6%
1,0%
0,9%
1,5%
1,0%
0,3%
1,1%
16,0 €
4,1 €
4,3 €
2,9 €
10,1 €
6,8 €
4,1 €
439 €
398 €
488 €
5,7 €
6,1 €
1.630 €
540 €
Dr. Fritz Bauer, AKOÖ
669 €
671 €
Co-Finanzierung berufsbezogener WB in OÖ
Some Effects of co-financing vocational training in UA

155.000 Employees/Y are in UA active in voc. training courses


1/7 of them uses the UA TRAc
½ of them (10.000) uses additional the AK-TRBo





That creates increased support of selected training content and
targetgroups through combined effects
Additional 25-30.000 are mere users of the AK-MeDi
All in all >> approx. 1/3 of the active employees use some kind
of individual financial support from the state UA or the
chamber of labor for their vocational trainings
This is employee decided training and additional to business
based training and training offered by the labor market service
Statements in recent Research Works *)
 Involvement in training in UA is 5 % higher than in the
rest of Austria (training-rate)
*) Austrian Institute of Economic Research, Labor Market Policy in UA, September 2006, S 121f
Dr. Fritz Bauer, AKOÖ
Co-Finanzierung berufsbezogener WB in OÖ
Compared Training Rates UA - AUSTRIA
Österreich
Oberösterreich
25 %
31 %
(voc 18+ priv 7)
(voc 22 + priv 9)
25 %
30 %
25-44 Jahre
45-64 Jahre
27 %
20 %
32 %
25 %
Frauen
Männer
25 %
24 %
30 %
29 %
General Training Rates
Wohnbev. 25-64 Jährige
Vocational Training Rates
Work Force - MZ 05
ALL
TR Rates AK-Members 03
TR Rates Employees MZ 03
TR-Rates Young AK-Members 04
TR-Rates Young Work Force 03
Differenz
voc + 4 %
priv K. + 2 %
+5%
+5%
+5%
39 %
40 %
42 %
30 %
Quelle: WIFO (Fritz, Huber, Huemer), Arbeitsmarktpolitik in Oberösterreich, September
2006, S 104ff; mit bezug auf Mikrozensus 2005; bzw. IBE 2005 – WB-Beteiligung im letzten
Jahr, vgl. Mikrozensus 2003
Dr. Fritz Bauer, AKOÖ
Co-Finanzierung berufsbezogener WB in OÖ
Training Rates of Young Employees (31-35) by
Income (Y) and Time of Last Training
(1) last Year -> x = 42 %
(3) last 10 Years - > x =79 %
-1
100
-2
-3
88,5
68,1
68
52
50,7
46,8
40
30,4
20
0
-4
82,8
77,4
80
60
(2) last 3 Years -> x =63 %
(4) Never –> x = 17 %
12,7
8,8
top Y
27,6
middle Y
low Y
Dr. Fritz Bauer, AKOÖ
Co-Finanzierung berufsbezogener WB in OÖ
Distribution of Gross Income Groups of Employees by Gender and White
or Blue Color in Austria 2004
Q: STATISTIK AUSTRIA, Lohnsteuerstatistik 2006. Erstellt am 06.11.2007.
180.000
blueC female
whiteC female
blue C male
whiteC male
160.000
140.000
120.000
100.000
80.000
60.000
40.000
20.000
0
0 bis 2 bis 4 bis 6 bis 8 bis 10 bis 12 bis 15 bis 18 bis 20 bis 25 bis 30 bis 35 bis 40 bis 50 bis 70 bis
unter 2 unter 4 unter 6 unter 8 unter unter unter unter unter unter unter unter unter unter unter unter
10
12
15
18
20
25
30
35
40
50
70
100
Dr. Fritz Bauer, AKOÖ
100
bis
unter
150
150
bis
unter
200
200
und
mehr
Co-Finanzierung berufsbezogener WB in OÖ
Distribution of Gross Income Groups of Employees in Austria 2004
Q: STATISTIK AUSTRIA, Lohnsteuerstatistik 2006. Erstellt am 06.11.2007 .
16,0%
tax deduction for
training expenses
14,0%
Employees
Blue
White
12,0%
10,0%
8,0%
6,0%
4,0%
2,0%
0,0%
0 bis
2 bis
4 bis
6 bis
8 bis
unter 2 unter 4 unter 6 unter 8 unter
10
35,2%
44,6%
0%
10 bis 12 bis 15 bis 18 bis
unter unter unter unter
12
15
18
20
29,0%
20 bis 25 bis 30 bis 35 bis 40 bis
unter unter unter unter unter
25
30
35
40
50
40,9% 47,2% 37,4%
38,3 %
20%
50 bis 70 bis 100 bis 150 bis 200
unter unter unter unter
und
70
100
150
200
mehr
8% 26%
4% 0% 7%
Dr. Fritz Bauer, AKOÖ
43,6 %
50 %
Co-Finanzierung berufsbezogener WB in OÖ
Some empirical effects of co-financing
training expenses of employees in UA
Evaluation of UA TRAc > 1/200 – 8/2003
•
•
•
typical social-structure of users
Restricted access in some districts
Top content: IT, technic, language, BRP
Evaluation of AK-TRBo – certain dimensions in real time
•
Significant older and more female workers
•
Differences in regional access
Different surveys & national or regional data-mining
•
•
•
•
•
Participation rate in UA 5 % higher
Signifcant longer trainings in UA
No sign. difference in 4-week-indicator (EU)
Women participate less in bussiness based trainings
............
Dr. Fritz Bauer, AKOÖ
Co-Finanzierung berufsbezogener WB in OÖ
Some empirical effects .... - 2
Joint Evaluation of AK-TRBo & AK-MeDi > 2005 & 2006
Still in progress >> n: 553.451 !! First results >
•
6,9 % of members received payments;
11,5 % participated in training
Strong evidence for >>
more female workers (10,6 %) -.143***, more younger than
older w (25-34-years old: 8,2 %; -021***, more white c.w.
(8,3 %), small enterprises (7,2 %), some districts
less migrant worker (3,3 %), male workers (3,8 %), blue c.w.
(4,9 %), 50-54 years old (5,5 %), some districts...
Dr. Fritz Bauer, AKOÖ
Co-Finanzierung berufsbezogener WB in OÖ
User of ILAs by Gender
uaTRA & AK-TrBo & AK-Members im Vergleich
ua-TRAc 06
AK-TRBo 2007
80%
AK-Members
72%
70%
60%
AK-TRBo+AK-MeDi
55%
61,8%
54%
46%
50%
45%
34,3%
28%
40%
30%
20%
10%
0%
Frauen
Männer
Dr. Fritz Bauer, AKOÖ
Co-Finanzierung berufsbezogener WB in OÖ
Distribution of Age-Groups 2003
working Force
UA TRAc
AK-TRBo
40
35
30
25
20
15
10
5
0
- 24 years
25-34 years
35-45 years
45+ years
Dr. Fritz Bauer, AKOÖ
Co-Finanzierung berufsbezogener WB in OÖ
Some Conclusions and Questions ??





Bring it all together to one picture – see how the
training & life long learning system could work more
effective by ILAs
There is a need for compensation in life long
learning and training – what can ILA cover ?
Why do ILAs/co-financing work better with females ?
Knowledge-based sensible steering of co-financing
programs is important – but who holds the steering
wheel ?
How much training-unites can the disposable income
of an employee buy ?
 With or without ILA ? What is the ROI and for whom ?
Dr. Fritz Bauer, AKOÖ
Co-Finanzierung berufsbezogener WB in OÖ
See You in Linz 2009
Thank You
Cultural Capital 2009
Dr. Fritz Bauer, AKOÖ