memorandum - social economy europe

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E u r o p e a n P a r l i a m e n t 2 0 1 4 2 0 1 9 MEMORANDUM SOCIAL ECONOMY & THE EUROPEAN PARLIAMENT The European elecons of 2014 are the opportunity to put in place acons tapping into the potenal of social economy to face important challenges of the society. In this respect, the European Parliament has a decisive role to play in ensuring that these demands are fully heard and acknowledged by all the European instuons, and are reflected in European policies that meet the needs and concerns of all EU cizens.

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Page 1: MEMORANDUM - Social Economy Europe

E u r o p e a n P a r l i a m e n t

2 0 1 4 – 2 0 1 9

MEMORANDUM S

OC

IAL

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ON

OM

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LIA

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The European elections of 2014 are the opportunity to put in place actions tapping into the potential of social economy to face important challenges of the society. In this respect, the European Parliament has a decisive role to play in ensuring that these demands are fully heard and acknowledged by all the European institutions, and are reflected in European policies that meet the needs and concerns of all EU citizens.

Page 2: MEMORANDUM - Social Economy Europe

Page 2

The European Par l iament ’s Social Economy Inter group

C r e a t e d i n 1 9 9 0 , t h e S o c i a l E c o n o m y I n t e r g r o u p o f t h e E u r o p e a n P a r l i a m e n t h a s e s t a b l i s h e d a n i m p r e s s i v e

t r a c k r e c o r d a s a p l a tf o r m a n d f a c i l i t a t o r o f t h e i n t e r - p a r l i a m e n t a r y d i a l o g u e a n d a s a l i n k i n g p i n b e t w e e n

t h e s o c i a l e c o n o m y s e c t o r a n d M e m b e r s o f P a r l i a m e n t . W i t h n e a l y 5 0 M E P s a n d 3 0 s e c t o r o r g a n i s a ti o n s , t h e

S o c i a l E c o n o m y I n t e r g r o u p o f t h e E u r o p e a n P a r l i a m e n t o ff e r s i m p o r t a n t n e t w o r k i n g o p p o r t u n i ti e s a n d a n

i n v a l u a b l e s o u r c e o f i n f o r m a ti o n a b o u t t h e s o c i a l e c o n o m y s e c t o r i n t h e E u r o p e a n U n i o n .

T h e r a ti o n a l e b e h i n d t h e S o c i a l E c o n o m y I n t e r g r o u p i s r o o t e d i n t h e d i v e r s i t y o f t h e s o c i a l e c o n o m y w h i c h

c o v e r s a v a r i e t y o f k e y p o l i c y a r e a s i n t h e E u r o p e a n U n i o n . T h e E u r o p e a n P a r l i a m e n t h a s r e c o g n i z e d t h e

i m p o r t a n c e o f t h e s o c i a l e c o n o m y a t E u r o p e a n l e v e l t h r o u g h t h e e s t a b l i s h m e n t o f t h e S o c i a l E c o n o m y

I n t e r g r o u p .

T o d a y , t h e S o c i a l E c o n o m y I n t e r g r o u p i s c o - c h a i r e d b y I t a l i a n M E P R a ff a e l e B A L D A S S A R R E ( E P P ) a n d B e l g i a n

M E P M a r c T A R A B E L L A ( S & D ) . T h e v i c e - p r e s i d e n t s a r e t h e G e r m a n M E P S v e n G I E G O L D ( G r e e n s - E F A ) , I t a l i a n

M E P P a t r i z i a T O I A ( S & D ) a n d t h e F r e n c h M E P M a r i e - C h r i s ti n e V E R G I A T ( G U E / N G L ) .

A s e c r e t a r i a t , c o m p o s e d o f p a r l i a m e n t a r y a s s i s t a n t s a n d S O C I A L E C O N O M Y E U R O P E , p r o v i d e s

l o g i s ti c a l s u p p o r t t o t h e a c ti v i ti e s o f t h e I n t e r g r o u p .

T h e o b j e c ti v e s o f t h e E u r o p e a n P a r l i a m e n t ’ s S o c i a l E c o n o m y I n t e r g r o u p a r e t o :

P r o m o t e t h e e x c h a n g e o f v i e w s o n t h e p o l i c i e s a n d l e g i s l a ti o n r e l a t e d t o t h e s o c i a l e c o n o m y

C o n s ti t u t e a r e g u l a r d i a l o g u e b e t w e e n M E P s a n d s o c i a l e c o n o m y a c t o r s

B r i n g t o g e t h e r M E P s f r o m a l l p o l i ti c a l g r o u p s a n d a l l t h e M e m b e r S t a t e s

E n s u r e t h a t t h e E u r o p e a n i n s ti t u ti o n s s h a l l t a k e i n t o a c c o u n t t h e i n t e r e s t s o f t h e s o c i a l e c o n o m y a n d i t s

a c t o r s i n t h e d e v e l o p m e n t a n d t h e i m p l e m e n t a ti o n o f p o l i c i e s .

Page 3: MEMORANDUM - Social Economy Europe

P a g e 3

C a t a l o g t i t l e C a t a l o g S u b t i t l e

The Importance of Social Economy in the European Union

S o c i a l e c o n o m y i s a n i m p o r t a n t r e a l i t y i n E u r o p e , p r o v i d i n g p a i d e m p l o y m e n t t o o v e r 1 4 . 5

m i l l i o n E u r o p e a n c i ti z e n s a n d r e p r e s e n ti n g a b o u t 6 . 5 % o f t h e w o r k i n g p o p u l a ti o n o f t h e E U . I n c o u n t r i e s s u c h

a s B e l g i u m , I t a l y , F r a n c e , S p a i n a n d t h e N e t h e r l a n d s i t a c c o u n t s f o r b e t w e e n 9 % a n d 1 1 . 5 % o f t h e w o r k i n g

p o p u l a ti o n . P a r ti c u l a r l y i n t h e c u r r e n t p e r i o d o f e c o n o m i c a n d s o c i a l c r i s e s , s o c i a l e c o n o m y i s a b l e t o

b r i n g i n n o v a ti v e s o l u ti o n s f o r s o c i a l c o h e s i o n a n d i n c l u s i o n , j o b c r e a ti o n , e n t r e p r e n e u r i a l s p i r i t , g r o w t h a n d

t h e p r o m o ti o n o f a c ti v e c i ti z e n s h i p .

S o c i a l e c o n o m y i s a s c h o o l o f t h o u g h t w h i c h i n t e g r a t e s t h e c o n s t r a i n t s o f t h e e c o n o m y a n d s o c i a l

c o n s i d e r a ti o n s . A s s t a t e d i n t h e S i n g l e M a r k e t A c t “ t h e s o c i a l e c o n o m y a n d s o c i a l e n t e r p r i s e s a r e k e y a c t o r s

i n d e l i v e r i n g s o c i a l i n n o v a ti o n , i n c l u s i v e n e s s a n d t r u s t . H a r n e s s i n g c o n fi d e n c e i n t h e S i n g l e M a r k e t a n d

s t r e n g t h e n i n g t h e s o c i a l m a r k e t e c o n o m y d e m a n d s h i g h l y r e s p o n s i b l e a n d i n n o v a ti v e c o m p a n i e s w h i c h c a n

m a k e a p o s i ti v e i m p a c t o n s o c i e t y a n d t h e e n v i r o n m e n t ” .

S o c i a l e c o n o m y a c t o r s a r e d e e p l y r o o t e d i n t h e l o c a l r e a l i ti e s a n d a b l e t o i n t e r p r e t e m e r g i n g

s o c i a l n e e d s a n d p r o v i d e a d e q u a t e s o l u ti o n s . H i s t o r i c a l l y , t h e y h a v e c o n t r i b u t e d t o j o b c r e a ti o n a n d h a v e

l a r g e l y c o n t r i b u t e d t o t h e i n c l u s i o n o f d i s a d v a n t a g e d g r o u p s , a l s o b y l i n k i n g e n v i r o n m e n t a l a n d s o c i a l

m a tt e r s . I t i s p r e c i s e l y f o r i t s p o s i ti v e i m p a c t o n t h e s o c i e t y , t h e e c o n o m y a n d t h e e n v i r o n m e n t t h a t

s o c i a l e c o n o m y h a s b e e n r e c o g n i z e d b y E U I n s ti t u ti o n s . T h e s e c o n d i ti o n s – p r o m o ti o n o f a c ti v e c i ti z e n s h i p ,

i n c l u s i v e n e s s a n d t r u s t – a r e e s s e n ti a l s t o e n s u r e t h a t t h e r e i s a p l a c e f o r e v e r y o n e i n o u r s o c i e t y .

Page 4: MEMORANDUM - Social Economy Europe

Page 4

“ I t i s i m p or ta n t th a t t he P ar l ia m e n t

u nd e r s ta n d s be tt e r th e r e a l i t y an d

v ar ie ty of s o c ia l e c on o my .”

“The Social Economy Intergroup almost celebrates its

25 years of existence and has proven itself over that

time. The Intergroup is important for MEPs to get an

overview and understanding of the diversity and

activities of the sector.

The hearings of the Intergroup give MEPs, the social

economy and the stakeholders the opportunity to

share views and opinions and so to jointly contribute

to the development of supportive policies. Thanks to

the intergroup and the work of its members, the

social economy truly is within sight of the European

Parliament.”

Marc Tarabella,

Co-Chair of the Intergroup

“ T he s o c ia l e c o n o my de l i v e r s t h e

E U c i tiz e n a se r v i ce . H e sh o u l d n o t

be a t t h e se r v i ce of e c on o m y . ”

“As a co-Chair of the Intergroup I supported various

policy initiatives and contributed to the development

of the social economy in the European Union. The

social economy is important in both social as well in

economic terms. The sector provides employment to

tens of millions of Europeans. Social economy is a

reality that we cannot and should not underestimate.

The sector integrates underutilized resources for

economic activities, mobilizes resources at a local

level, and strengthens the entrepreneurial spirit.

Social economy stands for growth of employment and

sustainable development and softens the sharp edges

of the market.”

“ T he s o c ia l e c o n o my s h o ul d be

f u l l y r e c o g n iz e d , e s pe c i a l l y i n

t h i s e c o no m i ca l ly d i ffi c ul t ti me .”

“The social economy should be supported in its

further development. It is our chance to get out of the

current financial and economic crisis. It is therefore a

duty for politicians and policy makers within the

European institutions to do their utmost to create an

environment conducive to the further development of

the sector.

The European Parliament should redouble its

commitment to the spreading of the visibility and

understanding of the social economy sector. We are

on the right track, but not done yet. The next years

will be important for the further development and

appreciation of the social economy sector and thus for

the future of the European Union.”

Page 5: MEMORANDUM - Social Economy Europe

P a g e 5

C a t a l o g t i t l e C a t a l o g S u b t i t l e

“ T he S o c ia l Ec o n o my I n te r gr o u p i s

a g o o d p la tf or m f o r e x c ha n g in g

id e a s a n d p o l i ti ca l pr i or iti e s . ”

“I became only recently a Member of the intergroup.

In the last months I enjoyed taking part in this very

important platform for exchanging ideas and set

political priorities for a sector which plays a valuable

role especially in the current period of economic and

social crisis.

The Intergroup is an important tool to contribute to

the development of social policies at European level.

It brings together Members of the Parliament, experts

and stakeholders linking people from different

political parties and Member States.

The Intergroup provides also a good setting to

increase the attention to social economy within the

European Parliament.”

Raffaele Baldassarre,

Co-Chair of the Intergroup

“ S o c ia l e c o n o my p l ay s a

f u n da m e n t a l r o le f or Eur o p e a n

in t e gr ati o n .”

“The impact of social economy can be quantified by

looking at the employment provided by this sector as

well as to the services provided to local and regional

realities. On the other hand, the most valuable impact

of social economy is in terms of values and

inclusiveness. For this reason social economy is key

for the European integration process. It allows to

integrate economic sustainability with societal and

environmental interests. It gives local

communities the possibility to find collective solutions

to problems which would be difficult to solve

individually. In this context, social economy plays a

key role for the development of specific sectors at

local level which are able to bring innovative solutions

and products on the markets such as in the case of

renewable energy providers.”

“ W e ne e d m o r e s e c t or - b a se d a n d

s pe c i fi c l e g i s l ati o n t o s up p or t th e

i mp a c t of s oc i a l e c o n o my .”

“The Toia report of 2009 has set key principles for

social economy and has paved the way for the

development of further policies. In this context, the

Commission has launched several initiatives to

support progress in social economy throughout

the European Union like, for instance, with the Social

Business Initiative or with the renewed European

Strategy for CSR.

In the years to come we need more sectorial

legislation in order to set a solid legal framework for

mutuals, foundations and associations which are

active in social economy. Future legislation should

tackle specific problems of the sector in order to

provide all involved actors with equal access to the

opportunities offered by the internal market.”

Page 6: MEMORANDUM - Social Economy Europe

Page 6

“ W e ha v e t o sa f e g ua r d t he

e x ch a n ge of i n f or m ati o n be t w e e n

s t ake h o l de r s a n d p o l i tic i an s .”

“I’m a member of the Social Economy Intergroup

since I became a Member of the Parliament in 2004.

Over the last ten years I learnt that it has been an

excellent platform for the exchange of ideas with

people from the sector.

The Social Economy Intergroup has proven to be a

breeding ground for many good ideas, policy

initiatives and reports. Thanks to the close

collaboration with the stakeholders in the Intergroup I

was able to draft a report that has proposed an

outline for the further development of the social

economy in the European Union. It is vital for the

Parliament and the social economy that this

Intergroup continues to ensure the exchange of

information and a continuous dialogue with the

stakeholders .”

Patrizia Toia,

Member of the Bureau

“ De s p i te t he c r i s i s , t h e s oc i a l

e c o n o my s e c t or s ho w s dy n a mi s m ,

r e s i l i e nc e an d e v e n gr ow t h .”

“The Social economy is an important sector in the

European Union. It provides paid employment to over

14.5 million citizens or 6.5% of the working

population. It is therefore an important and growing

sector, which even the classical liberal economists will

admit. No-one can deny its dynamics and resilience.

The social economy deserves full recognition and full

support to further develop. It combines economic

sustainability with human and environmental values.

It contributes to the welfare state, job creation, social

innovation and good governance. all this without a

financial profit orientation. Social economy has its

own place in the internal market and it has chosen to

put values before profits.”

“ T h i s le g i s la t ur e ha s br o u gh t a

r e v e r s a l , w hi c h s h o ul d be r e fl e c t e d

in t he ne x t fi v e y e ar s . ”

“The social economy sector deserves the support of

the European institutions with both general as well as

with specific legislation. The legislator should take into

account the specificities of the actors of the social

economy sector and provide them with equal chances

and instruments in the internal market.

This is the good moment to start developing new

strategies to harness the social economy

entrepreneurs. The EU understands the importance of

their contributions to the European society. The

Strasbourg declaration of January 2014 has identified

excellent opportunities that should be fully exploited

in the next five years to make sure that the

reversal in thinking and in acting continues.”

Page 7: MEMORANDUM - Social Economy Europe

P a g e 7

C a t a l o g t i t l e C a t a l o g S u b t i t l e

“ T h e S o c i a l E c o n o m y I n t e r g r o u p

i s a u s e f u l t o o l f o r t h e s e c t o r . ”

“The Social Economy Intergroup of the European

Parliament is important to promote the social

economy within the European institutions. It is also a

tool for dialogue with the stakeholders of the social

economy. All political groups, apart from the

Euro-skeptics and the extreme right are represented

and have the ability to start a dialogue with the

stakeholders.

Never before has the European Parliament produced

as many texts and taken as many political initiatives

supporting the social economy as during this

legislature. This shows that the members of the Social

Economy Intergroup and the European Parliament are

willing to move forward and that they are ready to

discuss important issues for the sector with the

stakeholders themselves."

Marie-Christine Vergiat,

Member of the Bureau

“ S o c ia l e c o n o my e n te r pr i se s

ar e i n n ov ati v e , r e s i l ie n t

an d r e s i s ta n t .”

“The social economy plays an important role in the

European Union. It has demonstrated solid assets

both from a quantitative and qualitative point of

view. It’s enterprises have proven to be resilient and

more resistant in times of crisis than the so-called

traditional enterprises. It is clear that the sector has

made a positive contribution to the development of

the European project. However, this is not recognized

by all, yet.

Some confusion about the expression of the real

significance of the social economy and its

conceptualization remains within the Institutions and

among policy makers. “Social economy” and “social

enterprise” are considered under the same

denominator without really knowing what is behind.

But more often, the figures put forward are those of

the social economy. We use too often a different

vocabulary, contributing to confusion.”

“ W e ha v e t o a n tic i p a t e n e w p o l i c y

in i tia tiv e s f r o m th e C o m mi s s i o n . ”

“The Parliament has indicated the way to go in the

report of MEP Patrizia Toia, adopted in 2009. It still is

our roadmap. Substantial progress has been made on

the path to legal recognition for all the families of the

social economy, but there is still a long way to go. It is

regrettable that the role of social economy

enterprises remains too often linked to the policies for

the most vulnerable only, whereas the real issue at

stake is the recognition of the specificities of the social

economy enterprises of their own values and their

business models. The freedom to carry out an

entrepreneurial activity, under whatever legal statute,

should become a reality in the European Union. We

have to anticipate new initiatives of the European

Commission. Otherwise the social economy will be

overruled by the dominant economic discourse of the

European institutions and be at risk to lose its

specificities for the benefit of capitalistic enterprises

only. There has been a positive outcome and this

must be carried on during the next legislative term in

the European Parliament.”

Page 8: MEMORANDUM - Social Economy Europe

Page 8

“ T h e I n t e r g ro u p l in k s p e o p l e ,

p a rt i e s a n d M e m b e r S t a t e s . ”

“I have been a member of the Social Economy

Intergroup since the last legislature of the Parliament

and I must say that there is an added value of the

Intergroup as a platform and facilitator of the dialogue

between MEPs, the sector and the European

institutions.

The Intergroup links people from different parties and

from different Member States and it is a good

opportunity to give the social economy sector more

visibility in the European Parliament.”

.

Sven Giegold,

Member of the Bureau

“ T he c o nc e p t of s o c ia l e c o n o my

i s g a i n in g p op u la r i t y . ”

“Today, everybody seems to like the concept of social

economy. Its capacity to keep and to create jobs, and

to innovate while respecting social and environmental

requirements, puts social economy in the heart of the

attention of European policymakers.

But also locally, the concept of social economy is

gaining popularity. In the energy sector in Germany

for example, the number of local cooperatives and

associations is growing. By their nature they engage

citizens and so help to raise awareness and help to

turn around to renewable energy. I'm convinced that

this had never happened if it all was left to the

conventional players in the energy sector. And there is

a long list of sectors where social economy actors

support the green vision to keep jobs and to add value

to the citizens' own region.”

“ S o c i a l e c o n o my a c t o rs

s t i l l f a c e d i f f ic u l t ie s . ”

“Over the last years there has been done a lot to

support the social economy sector. The European

Commission has been supportive with its Social

Business Initiative and a lot of progress has been

made in the field of public procurement and the

access to public funding.

But there is still a lot missing, which should be taken

up as soon as possible. Social economy actors still face

difficulties in developing cross-border initiatives.

Cooperatives have to cope with a bureaucratic

instrument, whereas mutuals, foundations and

associations do not have any proper legal framework

at all.”

Page 9: MEMORANDUM - Social Economy Europe

P a g e 9

C a t a l o g t i t l e C a t a l o g S u b t i t l e

Giegold, Sven Report of the Greens on strengthening European cooperatives and the wider social and solidarity economy in the context of the UN year of cooperatives (2012)

BECKER, Heinz K. Social Business Initiative - Creating a favorable climate for social enterprises, key stakeholders in the social economy and innovation (2012)

GIANNAKOU, Marietta European political parties and European political foundations: statute and funding (2012)

REGNER, Evelyn Statute for a European Foundation (FE) (2012)

BERLINGUER, Luigi Statute for a European mutual society (2012)

TOIA, Patrizia Contribution of cooperatives to overcoming the crisis (2012)

MAURO, Mario European Investment Bank - 2011 annual report (2011)

BASTOS, Regina Agenda for new skills and jobs (2011)

DAERDEN, Frédéric European Platform against poverty and social exclusion (2011)

SCICLUNA, Edward European statistical programme 2013-2017 (2011)

AUCONIE, Sophie European social entrepreneurship funds (2011)

MORIN-CHARTIER, Elisabeth European Social Fund (ESF) 2014-2020 (2011)

CORREIA DE CAMPOS, António Fernando

Single Market for Europeans (2010)

SCHROEDTER, Elisabeth Developing the job potential of a new sustainable economy (2010)

ŐRY, Csaba Guidelines for the employment policies of the Member States. Part II of the Europe 2020 Integrated Guidelines (2010)

DE ROSSA, Proinsias Future for social services of general interest (2009)

KIRILOV, Evgeni Cohesion Policy: Investing in the real economy (2009)

GÖNCZ, Kinga European Progress Microfinance Facility for employment and social inclusion (2009)

GÖNCZ, Kinga Employment and Social Solidarity: Progress Program 2007-2013 (2009)

REPORTS & INITIATIVES

Page 10: MEMORANDUM - Social Economy Europe

Page 10

Publ ic hear i ngs to ex cha nge o n

prac tices a nd po l i c ies in t he E U

The Social Economy Intergroup of the European Parliament organizes public hearings on a regular basis. These public hearings are open to all interested MEPs and social economy stakeholders. During the last legislature, the Social Economy Intergroup has organized thematic public hearings about a broad variety of themes:

Social Economy’s response to the financial crisis

European statutes for the social economy

Financial Instruments for social economy enterprises

The new Cohesion Policy and Structural Funds

The social economy on the European agenda

Tak i ng t he in itia tive t o deve lop

favora ble po l i c ies for the se ctor

During the last legislature, members of the Parliament’s Social Economy Intergroup have triggered the demand for own initiative reports and policy initiatives. They did so to encourage policy makers to develop supporting policies for the social economy in general and its actors in particular. And they did so successfully. More than 200 documents of the European Parliament, the European Commission and the European Economic and Social Committee have recognized the contribution to the European project and the need to take social economy into account in all social and economic policies.

ACHIEVEMENTS & ACTIVITIES

Pav in g the way for n ew po l i cy

in i tia tives to s u pport the secto r

With a view on the upcoming European elections, the members of the Social Economy Intergroup of the European Parliament took the initiative to publish this Memorandum to express their visions, ideas and wishes and to stimulate the newly elected MEPs to continue their work in the next legislature.

They consider that the social economy and social economy stakeholders deserve full institutional recognition by all European Institutions and a comprehensive and consistent policy at a European level according to its strong presence in society and in economy.

Page 11: MEMORANDUM - Social Economy Europe

P a g e 1 1

C a t a l o g t i t l e C a t a l o g S u b t i t l e

Conti nu ation of t he P ar l iament ’s

Soc ia l Eco nomy Inte r grou p

The new European Parliament should strengthen the

spaces for dialogue on social economy within the

European Parliament by establishing a successive

Social Economy Intergroup, because

Intergroups in general and a new Social Economy

Intergroup in particular facilitates the exchange

of views and opinions between the sector and

the MEPs.

A specific Intergroup for the social economy

boosts transparency in decision-making and

participation of social economy actors and EU

citizens in the development of policies.

There is a Social Economy Intergroup in place

since 1990 and it has proven to be very useful.

Str ive for fu l l implem enta tion of

the EP re port s on soc ia l e conomy

The Social Economy Intergroup members called for an

own-initiative report on Social Economy. This report,

adopted in 2009, includes lots of recommendations

and needs implementation, because

The social economy sector is still lacking

necessary (legal) instruments and tools to further

develop its activities on a level playing field.

In the “Strasbourg declaration” of January 2014,

the participants of the conference “Social

entrepreneurs: Have your say!’ called also on to

follow all actions of the Social Business Act.

Social economy actors deserve a fair and equal

treatment on the Internal market and there is a

need for a level playing field.

Su ppor t the deve lo p ment o f t he

Europ ean soc i a l eco n omy sector

The social economy sector represents more than 10%

of all EU enterprises and 6% of total employment in

the EU. It also reinforces social cohesion and civil

participation. The sector needs full support, because

It has proven to be resilient and sustainable,

even in times of financial, economic and social

crises.

It is a factor for stable and sustainable economic

growth, matching services to needs, increasing

the value of economic activities serving social

needs, fairer income and wealth distribution and

correcting labor market imbalances.

It helps deepening and strengthening economic

democracy and prosperity in the European

Union.

POLICY PRIORITES 2014-2019

Page 12: MEMORANDUM - Social Economy Europe

© Social Economy Europe, 2014

For more information: [email protected] www.socialeconomy.eu.org