官方发布境外培训机构合作指南

为进一步开发利用境外优质教育培训资源，切实提高出国（境）培训质量和效益，科技部办公厅于2020年2月24日印发《境外培训机构合作指南》，全面加强对组团单位、培训团组的指导和监督管理，推进境外培训合作资源平台建设，实现合作共赢。

以下为指南全文

第一章 总 则

ChapterⅠ General Principles

为充分开发利用境外优质教育培训资源，促进与境外培训机构的合作共赢，推动出国（境）培训（以下简称出国培训）健康有序发展，根据相关法律法规，制定本指南。

Based on relevant laws and regulations, the Guidelines for the Cooperation with Overseas Training Organizations (hereinafter referred to as the “Guidelines”) is formulated for the purpose of fully developing and utilizing high-quality overseas education and training resources, promoting win-win cooperation with overseas training organizations and advancing healthy and orderly development of overseas and outbound training (hereinafter referred to as "Overseas Training").

本指南中的境外培训机构（以下简称培训机构）是指承办中国有关单位境外培训项目的境外各类机构或组织（包括外国政府机构、国际组织、非政府组织和知名大学、企业、专业培训机构等）。境外培训合作机构（以下简称合作机构）专指与科技部（国家外国专家局）引进国外智力管理司（以下简称科技部引智司）建立培训合作关系的培训机构。

The overseas training organizations (hereinafter referred to as “OTO”) mentioned in the Guidelines refers to all types of institutions or organizations abroad undertaking overseas training programs for Chinese departments and institutions, including government agencies, international organizations, non-governmental organizations and prestigious universities, enterprises, professional training institutions, etc. The overseas training cooperative organizations (hereinafter referred to as “OTCO”) refers exclusively to the OTO that have established training cooperative partnership with the Department of Overseas Intellectual Resources Cooperation of the Ministry of Science and Technology (the State Administration of Foreign Experts Affairs), P.R.C(hereinafter referred to as "the Department of Overseas Intellectual Resources Cooperation of MOST").

科技部引智司具体负责合作机构的渠道开辟、联系协调、信息服务、监督管理等工作。

The Department of Overseas Intellectual Resources Cooperation of MOST is responsible for the development, coordination, information service, supervision and management of OTCO.

第二章 合作原则

ChapterⅡ Principles of Cooperation

（一）质量导向。坚持质量第一，着力提高出国培训针对性和有效性，不断深化合作内容，提升合作层次，提高出国培训质量和效益。

1. Quality-oriented Principle. Relevant cooperation shall put training quality first. Efforts should be made to strengthen the target-orientation and effectiveness of overseas training, expand cooperation scope and enhance the level of cooperation with an aim to improve the quality and benefit of overseas training.

（二）平等互利。建立平等互利的合作伙伴关系，通过双方共同努力，促进学习借鉴、经验共享，积极推动科技与人才国际交流合作，实现合作共赢。

2. Equality and Mutual Benefit. Relevant cooperation shall be based on equal and mutually beneficial partnerships. Through concerted efforts, both sides can learn from each other, share experiences and actively promote international exchanges and cooperation in science, technology and human resources in order to achieve win-win cooperation.

（三）诚实守信。合作双方须严格遵守中国和相关国家的法律、法规，以及中国政府关于出国培训的方针政策和有关规定，规范市场行为，提高诚信意识，形成约束机制。

3. Honesty and Integrity. Cooperative parties shall strictly abide by the laws and regulations of China and related countries as well as the policies and regulations of the Chinese government on overseas training to regulate the market, improve awareness of integrity and establish an effective restrictive mechanism.

（四）优胜劣汰。坚持高端化、专业化和规范化方向，积极开发利用境外知名大学、企业、专业机构等优质教育培训资源。完善合作机构退出机制，逐步构建“特长明确、优势互补、布局合理、竞争有序”的合作机构资源体系。

4. Optimal Selection. Relevant cooperation shall follow the principle of excellence, professionalism and standardization. Focus must be placed on exploring and utilizing high-quality education and training resources including prestigious universities, enterprises and professional organizations. The OTCO withdrawal mechanism shall be improved, with an aim to build an OTCO resource system featuring "specific strengths, complementary advantages, rational structure and orderly competition".

第三章 合作内容及责任则

Chapter III Scope of Cooperation and Responsibilities of Cooperative Parties

在平等自愿协商基础上，双方建立培训合作关系，责任和义务如下：

Upon equal-footed and voluntary consultations, the Department of Overseas Intellectual Resources Cooperation of MOST and OTCO establish the overseas training cooperative partnership. Responsibilities and obligations of relevant parties are as follows:

（一）科技部引智司

1.Department of Overseas Intellectual Resources Cooperation of MOST

1.开辟机构：重点发展有信誉、有能力、有经验、专业对口、对中国友好、管理规范的高层次培训机构。

a. Development of OTCO. The Department shall focus on the development of high-level OTCO that enjoy good reputation, high qualifications, rich experiences matching strengths and standardized management, and are friendly to China.

2.搭建平台：定期公布合作机构名单，供培训项目组团单位从中优先选用。运行维护“因公出国（境）培训项目对接洽谈系统”，各单位可登录该系统查阅合作机构信息，洽谈培训事宜。

b. Platform Building. The Department shall regularly publish the updated list of OTCO for reference for Chinese organizers of training groups (hereinafter referred to as "organizers") and maintain Overseas Training Program Contact and Cooperation System. Organizers can review information of OTCO and discuss cooperation with OTCO on the system.

3.监督管理：加强培训团组境外活动管理；建立培训团组与合作机构双向评估制度；对培训团组或学员、合作机构、社会公众等方面的投诉或举报进行调查处理，严肃查处违规违纪行为。

c. Supervision and Management. The Department shall enhance the management of overseas training activities, build two-way evaluation mechanisms of both training groups and OTCO, investigate and settle complaints or reports from training groups, trainees, OTCO and the public, and ensure acts violating regulations and disciplines are punished.

（二）合作机构

2. OTCO

1.能力建设：突出培训特长，创新培训模式，提供优质培训资源，创建特色鲜明的专业技术和管理培训品牌。承接的培训项目应与所在国家（地区）优势领域相符、与培训特长相符。

a. Capacity Building. OTCO shall highlight training expertise, innovate training modes, provide high-quality training resources and create a distinctive brand of professional technology and management training. The overseas training programs shall be in line with the advantages of the host countries (regions) and the training expertise of the OTCO.

2.项目实施：负责培训课程设计和联系落实行程安排、发邀请函等前期准备工作；按照已批准的日程安排授课、对口访问等公务活动，配备高水平的专业翻译，做好生活接待服务；协助加强培训团组境外活动管理，按时填报培训日志，制定突发事件应急处置预案，发生重大突发事件及时报告中国驻外使领馆科技处（组）或其他相关部门、科技部引智司及相关组团单位；培训结束后对团组执行情况进行评价。

b. Implementation of Programs. OTCO are responsible for designing training curriculum and schedule, providing invitation letters and finish other preparation work. Training lectures, visits and other official activities should be implemented in accordance with the approved schedules, and high-quality interpreters and satisfying living services shall be provided. OTCO are also obligated to assist with the management of training groups in overseas activities and submitting training logs in a timely manner. Emergency response plans shall be made by OTCO and if major emergencies occur, OTCO shall report immediately to the Science and Technology Section (hereinafter referred to as "S&T Section") of the Embassy/ Consulate-General of the P.R. China or relevant departments, to the Department of Overseas Intellectual Resources Cooperation of MOST and to the organizers of training groups. OTCO shall also evaluate the performance of training groups after the programs are completed.

3.相关义务：积极协助中方根据工作需要对选定的培训团组进行境外活动确认、跟团培训和抽查；对团组培训情况、学员个人信息或其他敏感信息负有保密义务，应采取相应保密措施，防止信息泄露、滥用；不得擅自使用“科技部引智司认定境外培训机构”等类似名称、标识用于各种宣传目的。

c. Other Obligations. OTCO shall actively cooperate with the Chinese side to confirm overseas training activities, participate in training and perform surveys on designated training groups. They are also obligated to keep safe the documents of training, trainees and other sensitive information and take measures to prevent any leakage and abuse of confidential information. Without permission, OTCO shall not use “Overseas Training Organization Accredited by the Department of Overseas Intellectual Resources Cooperation of MOST” or other similar names and logos for publicity.

第四章 相关方责任义务

Chapter IV Responsibilities and Obligations of Related Parties

（一）培训项目组团单位

1. Organizers

1.培训机构选择和项目报批：提出年度培训项目计划，选择培训机构并达成合作意向，将年度计划报归口管理部门。如选择合作机构以外的与培训主题专业对口的境外国际组织、非政府组织和知名大学、企业、专业培训机构等，需另行提供相关背景材料。

a. Selection of OTO and Application of Training Programs. Organizers are responsible for making their annual plans for training programs, selecting relevant OTO and submit the application to relevant government agencies. If choosing overseas organizations, NGOs, prestigious universities, enterprises and training institutions suitable to the training theme but not on the list of OTCO, organizers shall provide background information related to such organizations.

2. 项目签约和实施：项目计划批复后，与培训机构协商制定培训日程，提出对培训课程和师资、对口交流访问、专业翻译等方面的具体要求；与培训机构签订培训项目合作协议，明确双方的责任和义务，具体内容参见《境外培训项目合作协议》样本（***1）；培训期间对培训团组在境外期间活动以填报培训日志等方式进行***管理；培训结束后督导培训团组对培训机构进行评价。

b. Signing and Execution of Training Service Contracts. After the training programs are approved, organizers shall consult the OTO to design training schedules together and set specific requirements for training curriculum, lecturers, official visits, interpreters, etc. A cooperative training agreement must be signed with the OTO to clarify the responsibilities and obligations of both parties. Specific details are available on the sample of Overseas Training Program Cooperation Agreement (see Annex I). During the training period, organizers shall track and manage the overseas activities of training groups by supervising training logs and evaluating the performance of the OTO after the programs are completed.

3. 相关义务：为保障各方利益，不得随意变更项目计划中已批准或已签订协议的培训机构。

c. Other Obligations. To protect the interests of all parties, the approved or contracted OTO in the training programs are not allowed to be changed and replaced without permission.

（二）中国驻外使领馆科技处（组）和外专办事处

2. S&T Section and Overseas Offices

负责对辖区内合作机构进行业务指导、监督检查及高层次境外培训资源开辟推荐工作。

They are responsible for guidance, supervision and inspection of OTCO within their jurisdiction, as well as the development and recommendation of high-level overseas training resources.

第五章 合作机构条件

Chapter V Requirements for Qualified OTCO

合作机构应具备的基本条件：

OTCO shall meet the following basic requirements:

（一）按所在国（地区）法律依法组建，正式注册并具有法人地位；对中国友好，不附加任何政治条件；有一定的经济实力与良好的资信。

1. OTCO are supposed to be officially registered organizations with legal person status in accordance with the laws of the countries (regions) in which they are located. They shall be friendly to China, and relevant cooperation agreements shall not contain any political conditions. And good financial foundation and reputation are required.

（二）专业特色突出，有高水平的授课人员、培训教材及专业翻译人员；在所在国（地区）有较强的协作单位网络，能根据培训项目要求，安排赴对口的机构、企业及组织等进行交流访问。

2. OTCO shall have prominent professional capacities as well as high-quality lecturers, training materials, textbooks and interpreters. They shall have a fairly strong network of cooperative agencies in the countries (regions) in which they are located and are able to arrange exchange visits to corresponding departments, enterprises and organizations in line with the requirements of training programs.

（三）有接待中国培训团组的服务能力，能根据与组团单位签订的协议提供较好的住宿、伙食、交通等方面的设施与便利。

3. OTCO shall be able to provide good services for Chinese training groups including suitable accommodation, board and transportation based on the agreements signed with the training groups.

（四）收费合理，各项收费符合有关规定。不搞有损培训质量的恶性价格竞争。

4. All training services of OTCO shall be provided at reasonable prices. The training fees must correspond with relevant regulations. Any unfair competitive practices, which do harm to the training quality, are prohibited.

第六章 合作机构评估

Chapter VI Evaluation of OTCO

（一）有合作意向的培训机构填写《境外培训合作机构信息表》（***2），将信息表及有关材料原件报中国驻外使领馆科技处（组），无科技处（组）的可报所在国使领馆其他相关部门，并注明联系人和联系方式。

1. Those OTO with cooperative intentions may fill in the Information Form of Overseas Training Cooperative Organization (see Annex II) and submit the completed form and relevant original materials to S&T Section of the Embassy/ Consulate-General of the P.R. China. For those without S&T Section, please send to the relevant departments of the Embassy/ Consulate-General. Contact person and contact information are also needed.

（二）收到培训机构提交的《境外培训合作机构信息表》及有关材料后，中国驻外使领馆科技处（组）或其他相关部门进行实地考察与资信调查，出具推荐意见函。

2. After receiving the Information Form and relevant materials, based on site visits and credit investigation, S&T Section of the Embassy/ Consulate-General of the P.R. China or the relevant departments will provide a letter of recommendation to the Department of Overseas Intellectual Resources Cooperation of MOST.

（三）科技部引智司定期组织评估，确定新的合作机构，建立合作关系，并在一定范围内公布。将新建立合作关系的机构编入境外培训合作机构名单，首次合作有效期一般为5年，期满经双方协商同意可继续合作。

3. The Department of Overseas Intellectual Resources Cooperation of MOST regularly organizes formal evaluation to determine new OTCOs and establish cooperative relationships with, announces them within a certain scope and puts them on the list of OTCO. The first cooperation is generally valid for 5 years. Upon the agreement of both parties, the cooperation may be renewed after expiration.

（四）解除合作关系的培训机构再次提出合作意向时，按上述程序重新申请。

4. If OTCO"s partnership with MOST have been suspended but want to renew such cooperation, they shall submit the application again following the above procedures.

（五）合作机构信息变更需提交《境外培训合作机构信息变更申请表》（***3），申请表由机构法人代表或已在科技部引智司备案的被授权负责人签字，重要信息变更需附有关证明文件，由科技部引智司视情征求中国驻外使领馆科技处（组）或其他相关部门意见。

5. If OTCO"s information needs to be updated, they shall submit the Application Form for Information Change of OTCO (see Annex III) signed by its Legal Representative or the authorized person in charge who is already recognized by the Department of Overseas Intellectual Resources Cooperation of MOST. For change of important information, certification documents are required to be attached, and if necessary, the Department may consult S&T Section of the Embassy/ Consulate-General of the P.R. China or the relevant departments.

第七章 质量评估

Chapter VII Quality Evaluation

建立培训团组与培训机构双向评估制度。培训团组完成任务回国后，除按要求提交团组培训总结和核销相关费用外，要对培训课程设置、师资水平、专业翻译、对口交流访问、达到预期培训目的程度等方面进行评价；培训机构对团组学习态度、培训和业务交流表现、执行批准日程等方面进行评价。

A two-way evaluation system shall be established between training groups and OTO. After training, in addition to submission of a training summary and reimbursement for related fees, training groups are required to give an evaluation report reviewing the courses, quality of lecturers and interpreters, benefit of visits, realization of expected targets and others. Meanwhile, OTO will provide feedback and an evaluation report on the training group, including attitudes of trainees towards learning, their performances during the training and exchange activities, as well as the implementation of the approved schedule.

科技部引智司将根据培训团组的评价，结合中国驻外使领馆科技处（组）、外专办事处、各省区市科技厅（委、局）（外国专家局）、中央和国家机关各有关单位出国培训归口管理部门的反馈意见以及在项目审批和执行过程中发现的违规违纪问题等情况，对合作机构进行综合评估。

The Department of Overseas Intellectual Resources Cooperation of MOST will conduct a comprehensive evaluation on OTCO based on the evaluation reports submitted by training groups, the feedbacks from S&T Section of the Embassy/ Consulate-General of the P.R. China, Overseas Offices, Departments of Science and Technology (Bureaus of Foreign Expert Affairs) at all levels, and Administrative Departments responsible for overseas training of Ministries and Commissions of the Party and the State Council), as well as acts violating relevant regulations and disciplines that are found during the approval and implementation of training programs.

第八章 合作的中止或解除

Chapter VIII Suspension or Termination of Cooperation

（一）因不可抗力或其他原因，任何一方均可提出中止或解除合作关系，需提前2个月通知对方。

1. Due to force majeure or other reasons, either party may suspend or terminate the cooperative relationship by notifying the opposite party at least 2 months in advance.

（二）对综合评估结果较差的机构，科技部引智司将通知对方暂停或解除合作关系。

2. If an OTCO has a “poor” performance in comprehensive evaluation, the Department of Overseas Intellectual Resources Cooperation of MOST will notify it of suspending or terminating their cooperative agreement.

（三）经调查核实，培训机构在承办培训中出现以下问题的，科技部引智司将视其问题的性质与情节严重程度等进行处理。如是合作机构，将暂停其承办培训项目、暂停或解除合作关系；如是非合作机构，将列入境外培训禁入机构名单并通报，限制或禁止其接待出国培训团组。相关处理结果将以适当方式公布。

3. If an overseas training organization is verified to commit any of the behaviors listed below upon investigation, the Department of Overseas Intellectual Resources Cooperation of MOST will take corresponding measures according to the nature of the problems and severity of the circumstances. For OTCO with undermentioned behaviors, the Department will suspend the training programs undertaking by the OTCO, suspend the cooperative agreement or terminate the cooperative relationship with the OTCO. As for OTO with such behaviors, the Department will put the OTO onto the blacklist of overseas training, and notify relevant government agencies. The OTO will be restricted or banned from undertaking Chinese training groups. The punishment results will also disclosed in a proper way.

1.培训机构提供虚假邀请函、培训日程、经费预算、***等的；

a. Issuing fake invitation letters, training schedules, budget and invoices, etc.

2.采取恶性低价竞争、回扣等不正当手段或以降低培训质量等方式招揽出国培训团组的；假冒其他培训机构名义或同意其他机构以其名义承办培训的；转手其他机构、中介或旅行社接待培训团组的；

b. Attempting to attract China’s outbound training groups by undertaking vicious price competition, kickbacks or other improper means that are judged to reduce the quality of training; using the names of other training agencies to conduct training or allowing other organizations to undertake its own training programs; transferring the training groups to other organizations, intermediary agents or travel agencies.

3.擅自更改已批准的培训日程，实际执行日程与报批日程严重不符的；组织或有工作人员协助出国培训团组或个人到未经批准进行培训活动的国家（地区）或城市、出入色情或***场所、使用公款出国（境）旅游的；

c. Changing the approved training schedules without permission which makes the actual training significantly different from the approved schedules; organizing or assisting the training groups or individuals to go to other countries (regions) or cities without prior approval, or to places involving pornography or gambling and for personal travel using the government funds.

4.拒绝配合完成培训日志填报等境外监管工作的；

d. Refusing to fulfill their responsibility for supervising overseas training activities such as filling out the training logs.

5.因培训机构管理不善等原因，导致团组在境外期间发生重大人身伤亡、交通事故或财产损失的；

e. Causing heavy casualties, traffic accidents or property damages of the training groups due to the organization"s poor management.

6.培训团组反映强烈，培训质量、服务质量出现问题或造成较大影响的；

f. Complaints from the training groups are received on poor quality of training and related services or on acts causing severe negative impacts.

7.发生其他影响培训质量或对华不友好的不良行为。

g. Other behaviors that produce negative effect on training quality and are unfriendly to China.

第九章 附则

Chapter IX Supplementary

本指南自发布之日起施行。《境外培训合作机构管理办法（暂行）》（外专发〔2016〕13号）同时废止。

The Guidelines shall come into effect as of the date of release, and the Provisional Regulations for Management of Overseas Training Cooperative Agencies (SAFEA 2016 No.13) shall be terminated simultaneously.

本指南由科技部引智司负责解释。

The Department of Overseas Intellectual Resources Cooperation of MOST is responsible for the interpretation of the Guidelines.

***：

Annex:

1. 境外培训项目合作协议（样本）

1. Overseas Training Program Cooperation Agreement (Sample for Reference)

2. 境外培训合作机构信息表

2. Information Form of Overseas Training Cooperative Organization

3. 境外培训合作机构信息变更申请表

3. Application Form for Information Change of OTCO

***（download the attachment）