Transcript Promoting social economy and social enterprises

Promoting the social economy and
social enterprises
Making the best use of the ESF for
2014-2020
Gerhard Bräunling, Policy adviser
Social Europe
Overview
1.Issues at stake
2.EU policy messages
3.Barriers
4.Pillars of ESF support
5.Programming the ESF
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Issues (1) Definition
What is a social enterprise?
• The General Regulation does not define social enterprise
• Concepts and definitions vary widely across Europe
• The Social Business Initiative and the PSCI refer to a definition of
social enterprise that tries to take into account the diversity of
economic structures, cultural traditions and legal frameworks
across Europe:
 Trading on the market
 Main objective: achieve a social impact rather than a
profit for owners or shareholders
 Surpluses are mainly used to achieve social goals
 Participative governance structures that involve
workers, customers and stakeholders
 accountable and transparent, innovative and
entrepreneurial management
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Issues (2) Scope
What are the economic activities of social enterprises?
Facilitate work integration
Provide/improve social and health care for disadvantaged people
Deliver social and care services of general interest
Produce services and products that meet collective needs, such as:
Organise and finance community development ,
Produce and distribute healthy and affordable food,
Facilitate access to and deliver education and lifelong learning,
Nurture culture and arts,
Provide inclusive and sustainable facilities for tourism, recreation and
well-being
Strengthen democracy and enable participation in the digital society,
provide public services such as community transport, utilities,
reduce emissions and waste,
use natural resources efficiently, or
promote fair trade
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Issues (3) Justification
Why promoting social economy and social enterprises?
• Social entrepreneurs are innovators and drive social change:
 They generate sustainable jobs, facilitate social and work
integration, provide inclusive social services and improve the
quality of social and health care;
 They introduce efficient ways to reduce emissions and waste,
and to use natural resources and energy more efficiently;
 They focus on innovation and the participatory use of the
internet
 The investment priority on promoting social economy and
social enterprises is strongly linked to EU2020 and social
innovation,
the
Social
Business
Initiative,
the
Entrepreneurship 2020 Action Plan, and the Social Investment
Strategy
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EU policy messages (1) SBI Communication
• EU policy framework that recognises the business
model of social enterprises in a pluralist social
market economy.
• The definition of Social Enterprise tries to take
account of the range of economic structures, cultural
traditions and legal frameworks across the EU.
• Social enterprise support needs to be embedded in a
comprehensive
ecosystem
for
social
entrepreneurship
and
social
innovation.
This
principle needs to be applied both at national and at
EU level.
• The Commission has asked the Member States and
regions to step up their efforts to promote social
enterprises.
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EU policy messages (2)
Key challenges to be addressed in ESF support actions
1.
The crisis calls for reengineering Europe's economic and social fabric,
and for reprogramming public policies and actions.
 Social enterprises are drivers in social innovation.
2.
The guiding principle for further developing the single market is the
social market economy.
 Social enterprises often lack capacity and opportunity to work
across national borders.
Social enterprises face specific barriers in access to finance, markets
and ressources.
 Need a level playing field with all economic actors.
3.
4.
Cohesion policy instruments are to tackle economic, social and
territorial disparities which the Single Market does not reduce by itself.
 Many Social enterprises have a mission that falls into the ESF
and ERDF scope of intervention.
5.
The economic crisis is also a crisis of values.
 Social enterprises are the vanguard of responsible business.
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Barriers to start, develop and scale social
enterprises to be addressed by public policies
• Lack of awareness and recognition of the social
value which social enterprises generate;
• Education and training system not developing the
necessary mind-sets, skills and competences;
• Inadequate support services, networks and
infrastructures;
• Lack of seed finance and support
• An underdeveloped finance system - throughout
the life cycle of a business.
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Key objectives of support to Social Enterprise
 speeding up and increasing the rate of creating
sustainable social enterprises
direct support for capacity building of teams starting a
social enterprise
 address societal challenges through developing
new business models and innovative solutions
Support transfer of expertise, cooperation and start-ups
 stimulating the development of a supportive ecosystem
delivery of high quality supply of business development
and support services (education, training, networking,
coaching, tendering etc.)
 facilitating access to finance
Set up financial instruments
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Capacity to assess
needs & opportunities
of social entrepreneurs
Social values & challenges
Awareness, education
Strategic policy framework
Social
Innovation
Level
playing field
Financial
market
regulations
Capacity building (pre-start up)
Business development services
Access to finance for enterprise
consolidation & growth
Access to markets
Learning & networking platforms;
fora and pacts of stakeholders
Objectives in line with the national employment strategy
Design & implementation in partnership with stakeholders
Good
Simple administration rules & delivery procedures
governance
Synergetic actions of different depart. & levels of government
Mechanisms for monitoring, impact measurem´t and evaluation
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Social entrepreneurship support
Programming the ESF
1. Priority setting
• In partnership with stakeholders
• Based on an assessment of challenges and needs
(in the ex-ante evaluation)
• Taking into account the proposals in the
Commission Position Papers
– Specific investment priority for EL, ES, HU, IT, PT
– specific objective for AT, DE, LT, MT, PL, SK
• Meeting the requirements for a concentration of
resources
• Documented in the partnership agreement
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Social entrepreneurship support
Programming the ESF
2. Options for programming
• An integrated and startegic support package to
promote social entrepreneurship
• Schemes and actions that use social enterprises
to deliver specific thematic objectives and
investment priorities:
Promoting employment (access to employment for jobseekers and inactive people):  work integration SE
• Investing in education, skills and LLL (Reducing early
school-leaving):  SE providing providing early
childhood education and care
• Promoting social inclusion and combating poverty
(Enhancing access to affordable, sustainable and highquality services)  SE providing health care and social
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services
•
Social entrepreneurship support
Programming the ESF
3. Ex ante evaluation
• Clear intervention logic: condition for good
programming!
• Strong recommendation: use a logical framework !
• The evaluator should examine:
- What is the expected change?
- How will outputs contribute to intended results?
- Will the proposed actions effectively lead to these
outputs?
- What other factors could influence the expected results?
- Would evidence suggest other approaches?
- Are the planned forms of support the most effective?
What is the rationale? (grants, repayable assistance and
financial instruments and a combination: Art. 56)
- Will the actions effectively meet the needs of specific
territories or target groups?
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Social entrepreneurs
Stakeholders/ promoters
Integrated Approach
1000
200
1
20
50
2
4
5
7
10
12
3
100,000
2,000
Reach & Engage &
encourage empower
6 11
9
8
200
500
Create
Activate &
confidence
nurture
& share risks linkages
Act &
implement
Learn &
improve
Good practice in promoting social
economy and social entrepreneurship
Guiding principles (1)
An integrated strategic framework
 combining support to social entrepreneurs, provision of business
development support, access to financial instruments with awareness
raising and recognition of the sector
 Ensuring synergies between actions of different governmental departments
and levels involved
Seamless support along the whole process of social enterprise creation,
development and scaling-up
Support not restricted to specific legal forms of enterprises, nor selected
sectors
Support requires linkages with civil society and community organisations
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Good practice in promoting social
economy and social entrepreneurship
Guiding principles (2)
 Experimentation through regionally adapted pilot actions
 Support is covering both creation of a new social enterprise and
transformation of a pre-existing organisation
 Support is conditional to meeting the double objectives of economic
viability and generating social, environmental or community impact, and
documenting how the social mission will/has been accomplished
 Support to facilitate business links with mainstream companies
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