BFSE Recommendations A proposal for a common template

1. BFSE Recommendations A proposal for a common template • Dorotea Daniele, Facilitator

2. Targets of recommendations • European institutions: mainly European Commission (DG EMPL, DG ENT, DG MARKT, DG REGIO) but also EP, EESC, Committee of Regions ; • ESF Managing Authorities at national and regional level; • Social economy (umbrella organisations at EU, national and regional level, support structures, networks); • Banks and financial institutions

3. The structure of the recommendations • Background information to justify the recommendation (1 page max) • Recommendations and sub-recommendations (in bullet points) • Concrete case (short and lively description of a practical example related to the recommendation)

4. Recommendations to EU institutions • Background information: main relevant EU regulations, strategies and documents that are related to the recommendation (e.g. Social Business initiative, EC communications, Toia Report, etc.) • Recommendations and sub-recommendations: what the EU should do - common recommendations of the BFSE network and specific recommendations for each strand • Concrete case: example from network countries or from other MSs to explain better how social economy help to provide answers and solutions

5. Recommendations to ESF managing authorities • Background information: main relevant ESF regulations (present programming period ad next – if possible), OPs and other ESF documents that are related to the recommendation • Recommendations and sub-recommendations: what the ESF managing authorities should do directly and how they can influence other relevant public authorities (e.g. ministries, regions, public procurement office, etc.) - common recommendations of the BFSE network and specific recommendations for each strand • Concrete case: example of ESF funded initiative from network countries or from other MSs to explain better how social economy helps to provide answers and solutions

6. Recommendations to Social Economy • Background information: relevant data on SE, needs and problems to tackle that justify the recommendation • Recommendations and sub-recommendations: what SE organisations should do directly and how they can influence other relevant actors (both public and private) - common recommendations of the BFSE network and specific recommendations for each strand • Concrete case: concrete example of successful lobbying of SE

7. Recommendations to banks and financial institutions • Background information: relevant data on finance for SE, needs and problems to tackle that justify the recommendation • Recommendations and sub-recommendations: what banks and financial institutions should do directly and how they can influence other relevant actors (both public and private) - common recommendations of the BFSE network and specific recommendations for each strand • Concrete case: concrete example of financial institutions operate for social economy from network countries or from other MSs

8. Recommendations to EU institutions - example 1 • Background information: social business initiative, 2020 strategy • Recommendations and sub-recommendations to all EU institutions • General recommendation: Promote social enterprises as a tool for innovation • Concrete case: an example of social innovation in social enterprises, e.g. a social enterprise working in renewable energy

9. Recommendations to EU institutions - example 2 • Background information: present EU regulations on PP, green paper on PP reform, BFSE response to consultation, • Recommendations and sub-recommendations: to DG MARKT (but also DG ENT and EMPL for support) and EP • General recommendation: Promote PP opportunities for SEs in the new regulations • Sub-recommendations: clarify use of social clauses by law e.g. by providing examples like an open catalogue of social clauses that can be used by MS;

10. not only life-cycle costs, but also social accounting should be taken into account in procurement processes;develop contract performance clauses that take social considerations into account (rather than loosening the link with the subject matter of the contract);encourage social innovation in MS, e.g. through exchange of good practices, particularly successful technical specifications or sets of award criteria;social services should be recognised as a local issue and not one of international competition. They should therefore be excluded from the directives’ scope or be subject to directives only on a very limited scale (some countries find the room for them up to EU threshold using negotiation without the prior publication);

11. include recommendations on quality standards of social services and the stakeholders or bene­ficiaries’ involvement in service provision, monitoring and evaluation; to safeguard quality and continuity of services, either limit the weight which contracting authorities can give to the price while identifying economically most advantageous offer (MEAT) or introduce a third possibility of award criteria apart from the lowest price and MEAT;reservation of a share of contracts for social services for non-profits & social economy (below/above threshold?).Concrete case: reserved tenders in IT and BE, etc. (?)

12. Issues to discuss • Are general recommendations too general? • Any further target groups ? • How many recommendations ? • How many concrete example (one or more per recommendation)? • Format of recommendation (attractive message vs. technical approach) • How do we proceed?

13. Thank you for your attention