Capitalizing EQUAL Experiences 2007-2013

CAPITALIZING
EQUAL EXPERIENCES
IN SOCIAL ECONOMY
Project Proposals and guidelines
for 2007-2013
Michele Scataglini, APRI Consulting Ltd.
Desenzano, October 26th 2007

Contents
• Structural Funds 2007 - 2013
• ISEDA – NET Project
• INSUMIE Project (Viladecans – Atos Origin)
• Next steps for project generation
• ESF Transnationality

Structural Funds 2007-2013
Framework for cooperation 2007-2013
• Disappearance of EQUAL Community Initiative
• New tools for exchanging experiences across borders
– Interreg from Community Initiative becomes Objective of

Cohesion Policy
– ESF Transnationality mainstreaming EQUAL into Structural

Funds
– Progress Programme fostering new employment and social

solidarity

Territorial Cooperation 2007-2013
• Objectives of Territorial Cooperation and ERDF intervention as

stated by Art. 6 EC Reg. 1080/2006 (among others):
– encouraging entrepreneurship in particular of SMEs
– gender equality and equal opportunities, training and

social inclusion, supporting local employment initiatives
• Supporting entrepreneurship and social inclusion means

supporting Social Enterprises
• Focus on Transnational and Interregional cooperation:
– Interreg IV B Central Europe and South East Europe
– Interreg IV C Operational Programme

Maps of Cooperation Programmes (1/3)
Central Europe Programme IV B
• N. 9 Countries involved
• N. 8 Member States: Czech

Republic, parts of Germany,
parts of Italy, Hungary,
Austria, Poland, Slovenia
and Slovak Republic
• N. 1 partner state: Ukraine

South East Europe Programme IV B
• N. 8 Member States: Austria,

Bulgaria, Romania, Greece,
Hungary, Italy, Slovakia,
Slovenia
• N. 7 Candidate and potential

candidate countries: Albania,
Bosnia-Herzegovina, Croatia,
FYROM, Serbia, Montenegro,
Turkey
• N. 2 third countries:
Moldova, Ukraine

Interregional cooperation IV C
• EU27, Norway and Switzerland.

Interreg IV B
ISEDA-NET
Innovative Social Enterprise Development

Agency Network
Available financial tools (1/2)
Interreg IV B Central Europe
• Priority 1: Facilitating Innovation across Europe

Measure 1.1: Enhancing framework conditions for innovation
– spreading ICT and innovation

– promoting equal opportunities
– exchange and coordination mechanisms for innovation
approaches and policies
– establishment and development of transnational clusters in
key competence areas
– links between public authorities and financing institutions
to develop funding schemes, venture capital etc.
• Call expected in December 2007 – January 2008

Available financial tools (2/2)
Interreg IV B South East Europe
• Priority 1: Facilitation of innovation and entrepreneurship

Measure 1.1: Developing the enabling environment for innovative
entrepreneurship
– spreading ICT and innovation

– promoting equal opportunities
– networking of SMEs support facilities
– supporting SMEs in accessing innovation and ICT
– promoting female entrepreneurship
– developing regional support structures
– accessing innovative financial resources
• Call expected in 1st quarter of 2008

Objectives of ISEDA-NET
• Creating and strengthening local social enterprises networks by

implementing a common innovative strategy:
– exchanging best practices related to innovative Social

Entrepreneurship between stakeholders of partner countries
sector networks, policy makers, etc.)
– external innovation of the sector (access to finance)
– internal innovation of the sector ICT development, product

and service innovation, processes

Structure of the project
Component 1: Audit of Social Enterprises
Component 2: Action plan for social enterprise development
Component 3: Implementation of the action plan
Component 4: Project Management
Component 5: Information and dissemination

AUDIT ACTION PLAN IMPLEMENTATION MANAGEMENT DISSEMINATION
AUDIT OF SOCIAL ENTERPRISES
Preparation in each participating country of a report on the state of the art of Social
Entrepreneurship with reference to an agreed number of topics that will include:
• Legal framework
• Qualitative and Quantitative trends
• Developed services and best practices
• Support structures
• Support mechanisms
• Access to finance
• Access to grants

ACTION PLAN FOR SOCIAL ENTERPRISES
On the basis of the findings of Component 1 the partners will:
• Identify a common set of principles and adapt them to local conditions
• Prepare a local strategy for the development of social enterprises in each country

IMPLEMENTATION OF THE ACTION PLAN
Core project component based on the following:
• Formal establishment of the ISEDA Network

• Presentation of the network to public stakeholders and private institutions for
identifying innovative sources of finance on the basis of available best practices
• Creating the ISEDA-NET portal and developing content
• Launching of the portal acting as a Virtual Cluster of Local Social Enterprise
Networks

MANAGEMENT OF THE PROJECT

National 1st
Level Control
M.A. - JTS EC Del.
Project Management Office
IT-P1 HU-P1 PL-1 BG-1 UA-1

DISSEMINATION OF THE PROJECT

Strengths of the ISEDA-NET Portal
• Virtual Cluster as searchable database

of Social Enterprises in participating
countries
• Networking facilitates business

opportunities
• Quality control of online presence
• Spreading of the use of ICT
• Updated Informative contents financial

tools, grants, ecc.)
• Training material
• Possibility to link performed

trainings to quality brand

Expected project partnership
• Geographical coverage of Central and South East Europe O.P.
• Regional and Local governments (large metropolitan areas)
• Wide NGO and Social Enterprise networks
• Employment and Labor Centers
• Other relevant bodies

Interreg IV C
INSUMIE
Innovative support for migrants’

entrepreneurship
Available financial tools
Interreg IV C Operational Programme
• Priority 1: Innovation
Project type: Medium Intensity Regional Initiative Project
• Public authorities (local/regional) exchange experiences and develop pilot projects

to:
– acquire new knowledge and skills
– transfer practices between partners
– Improve regional policies
• Thematic priorities
– promoting entrepreneurship and new business initiatives
– facilitating sustainable innovation for SMEs
– restructure regions dependent on traditional industries
– improving regional policies for employment
• Deadline of the call 15th January 2008

Contents of INSUMIE
• Objective: promote social economic development by facilitating

entrepreneurship of migrants, women, young people and
vulnerable groups
• Rationale:
– difficulties of migrants to integrate
– natural entrepreneurial capacity of migrants (traditional
professions and qualifications requested in the European
labour market e.g. building industry, the commercial
sector, catering etc.)
– similar situation of women, young people and other
vulnerable groups
– matching offer and demand by encouraging entrepreneurship
and the creation of business cooperation networks, and
taking advantage of the enterprising capacities of
migrants, women, young people and people from other
vulnerable groups

Component 1: Identification of Business Opportunities
Component 2: Development of Support tools
Component 3: Establishment of Business Networks
Component 4: Project management and dissemination

Component 1: Identification of business opportunities
MANAGEMENT
BUSINESS
SUPPORT TOOLS NETWORKING AND
OPPORTUNITIES
DISSEMINATION
BUSINESS OPPORTUNITIES
• To identify the needs for services in local and regional areas as well as the social
economic tendencies linked to the actual demands of the market
• Interrelating them with immigrant’s and other vulnerable group’s entrepreneurial

capacity and qualifications, in such a way that a local “difficult to cover”
business opportunity catalogue could be developed.

Component 2: Development of support tools
MANAGEMENT
BUSINESS
OPPORTUNITIES
DISSEMINATION
SUPPORT TOOLS
• assist and support the creation of “high opportunity” businesses (promoted by

immigrants, women, young people etc.
• developing models and tools, as for example a virtual business incubator,

interregional cooperation centres etc
• models and tools will help out in the promotion and creation of new European
enterprises, and also in the establishment of a range of cooperation mechanisms that
attends the demands of the various regions from different EU countries taking part in
the project

Incubator screenshots

Component 3: Development of support tools
MANAGEMENT
BUSINESS
OPPORTUNITIES
DISSEMINATION
NETWORKING
• establish cooperation mechanisms and interregional business networks between “firmly

established” enterprises and those recently created
• promoting the exchange of services and best practices and the improvement of existing
communication channels
• initiate common research and interregional development strategies and policies taking
advantage of the benefits and capacities of migrants, women, young people etc, both as
entrepreneurs and employees and also as consumers.

Component 4: Management and dissemination
MANAGEMENT
BUSINESS
OPPORTUNITIES
DISSEMINATION
MANAGEMENT AND DISSEMINATION
STEERING COMMITTEE
PARTNER BOARD
PSS PSS PSS
LOCAL NETWORK LOCAL NETWORK LOCAL NETWORK

Project details
• Owner of the project idea is Ajuntament de Viladecans
• Technical Partner is Atos Origin, responsible for drafting the

proposal
• Regional and municipal public authorities of Central and South

East European Countries (max. 10-15)
– Spain, lead partner City Council of Viladecans

– Italy
– Hungary
– Poland
– Bulgaria
– More!!
• Budget: not more than 2 million euro

NEXT STEPS FOR PROJECT
GENERATION
Project preparation
Project Programme Activity Deadline Call details
IV B Open:
Finalize
Central November 2007 December 2007
partnership
Europe January 2008
ISEDA - NET
IV B South Open:
Finalize
East December 2007
partnership 1st quarter 2008
Europe
REPA - SED Finalize November 12th Deadline 15th

IV C O.P. partnership and
January 2008
core content

Contact points for partnership development
APRI Consulting Ltd. – Hungary

Michele Scataglini
info@apri.hu
Nerosubianco Project Ltd - Italy

Fabrizio riccomi
info@nsbproject.com
CoGes Cooperative - Italy

Andrea Jester
ajester@cogescoop.it

ESF 2007-2013
Transnationality, innovation
mainstreaming
Legal Framework
• Exchanging experiences across borders facilitates embedding of

innovation and mainstreaming at vertical and horizontal level
• Art. 3 EC Reg.1081/2006 sets transnational co-operation as an

integrated feature of the ESF 2007-2013:
– ESF shall support transnational and interregional actions

through sharing of information, experiences, results and
good practices, and developing complementary approaches and
coordinated actionS
• No strict guidelines for implementation, EC Working documents

suggest 2 possibilities:
– Transnationality under ad hoc Axis

– Transnationality under all Axis

Critical issues for ESF-T implementation
BEST IMPLEMENTING ASSISTANCE TO

EVALUATION
PRACTICES PROVISIONS BENEFICIARIES
ISSUES TO BE SOLVED / ACTIVITIES TO BE IMPLEMENTED
• Justification of expenditure of resources on Transnationality
• Identification of types of cooperation
• Implementation duties and compliance with Regulations
• Assistance to potential and final beneficiaries

Evaluation of transnationality

EVALUATION
EVALUATION
• With references to transnational and EQUAL experiences:
– Construction of an effective system of indicators for the self-evaluation on

behalf of project owners
– Creation of a set of tools for the evaluation and monitoring of transnational

experiences in terms of innovation and mainstreaming
– Periodic reports for the evaluation of the impact and added value of the
transnational dimension of Equal Projects

Best practices of transnationality

EVALUATION
BEST PRACTICES
• Creation of an “Atlas of Innovative Transnational Cooperation” (AITC) through the

cataloguing of experiences and best practices of transnational cooperation by form
of cooperation:
– between projects in different Member States

– between national thematic networks
– between national organisations such as Member State ESF Managing Authorities in
several MS)
• Identification of one or more cooperation models shared by national institutional

stakeholders

Best practices of transnationality (1/4)

EVALUATION
IMPLEMENTING PROVISIONS
• Sound Management and Control System
• Executive Programming of Interventions
• Monitoring of interventions


EVALUATION
MANAGEMENT AND CONTROL SYSTEM
• Operative manual of procedures limitedly to transnational activities outlining the

administrative processes related to the competences of the Managing Authority and
of the Intermediate Bodies
• Definition of roles and functions related to transnationality:
– integration of components
– segregation of functions
– assessment of risks


EVALUATION
PROGRAMMING OF INTERVENTIONS (STEP BY STEP PROCEDURE)
• Definition of the framework (Context elements, Implementing Provisions, Potential

Beneficiaries)
• Identification of sub-priorities (Improvement of Adaptability Promoting access to

training)
• Definition of Action in terms of implementing procedure (e.g. open tender) and

scope of cooperation (e.g. cooperation among projects)
• Allocation of financial resources
• Finalization of the Action Plans / Calls


EVALUATION
MONITORING OF INTERVENTIONS
• Definition of the architecture of the system of indicators

– Indicators of transnationality, innovation, mainstreaming (output, result, impact)
– Measure Units
– Methods for the collection of data
• Organizational aspects
– Data collection
– Data processing
• Explanatory manual
• Identification of changes of the IT architecture for monitoring transnationality


EVALUATION
ASSISTANCE TO BENEFICIARIES
• Information Services, through dedicated web site with open and private areas:
– newsletter for registered members
– reports for registered members
– partner search service for registered members
• Operational Services
– Manuals (Good Transnational Partnerships, Accounting procedures, Transnational
Project Management guidelines, Monitoring and evaluation schemes, Mainstreaming
and dissemination practices, Transnational actions typologies, Cost sample manual)
– Modules and templates
• Professional Service Centre

– planned events, 2007-2013 Programme training seminar Training technical seminars,
Consulting services, online On site)

Michele Scataglini
APRI Consulting Ltd. – Hungary

info@apri.hu
www.apri.hu

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CAPITALIZING

Michele Scataglini, APRI Consulting Ltd.

Desenzano, October 26th 2007

• Structural Funds 2007 - 2013

• ISEDA – NET Project

• INSUMIE Project (Viladecans – Atos Origin)

• Next steps for project generation

Michele Scataglini, APRI Consulting Ltd.

• Disappearance of EQUAL Community Initiative

• New tools for exchanging experiences across borders

– Interreg from Community Initiative becomes Objective of

– ESF Transnationality mainstreaming EQUAL into Structural

– Progress Programme fostering new employment and social

Michele Scataglini, APRI Consulting Ltd.

• Objectives of Territorial Cooperation and ERDF intervention as

– encouraging entrepreneurship in particular of SMEs

– gender equality and equal opportunities, training and

• Supporting entrepreneurship and social inclusion means

• Focus on Transnational and Interregional cooperation:

– Interreg IV B Central Europe and South East Europe

– Interreg IV C Operational Programme

Michele Scataglini, APRI Consulting Ltd.

Central Europe Programme IV B

• N. 8 Member States: Czech

• N. 1 partner state: Ukraine

Michele Scataglini, APRI Consulting Ltd.

South East Europe Programme IV B

• N. 8 Member States: Austria,

• N. 7 Candidate and potential

Michele Scataglini, APRI Consulting Ltd.

• EU27, Norway and Switzerland.

Michele Scataglini, APRI Consulting Ltd.

Innovative Social Enterprise Development

Interreg IV B Central Europe

• Priority 1: Facilitating Innovation across Europe

– spreading ICT and innovation

• Call expected in December 2007 – January 2008

Michele Scataglini, APRI Consulting Ltd.

Interreg IV B South East Europe

• Priority 1: Facilitation of innovation and entrepreneurship

– spreading ICT and innovation

• Call expected in 1st quarter of 2008

Michele Scataglini, APRI Consulting Ltd.

• Creating and strengthening local social enterprises networks by

– exchanging best practices related to innovative Social

– external innovation of the sector (access to finance)

– internal innovation of the sector ICT development, product

Michele Scataglini, APRI Consulting Ltd.

Component 1: Audit of Social Enterprises

Component 2: Action plan for social enterprise development

Component 3: Implementation of the action plan

Component 4: Project Management

Component 5: Information and dissemination

Michele Scataglini, APRI Consulting Ltd.

AUDIT ACTION PLAN IMPLEMENTATION MANAGEMENT DISSEMINATION

AUDIT OF SOCIAL ENTERPRISES

Michele Scataglini, APRI Consulting Ltd.

AUDIT ACTION PLAN IMPLEMENTATION MANAGEMENT DISSEMINATION

ACTION PLAN FOR SOCIAL ENTERPRISES