8/14/2019 Capitalizing EQUAL Experiences 2007-2013
1/44
CAPITALIZING
EQUAL EXPERIENCES
IN SOCIAL ECONOMY
Project Proposals and guidelinesfor 2007-2013
Michele Scataglini, APRI Consulting Ltd.
Desenzano, October 26th 2007
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
2/44
Michele Scataglini, APRI Consulting Ltd.
Contents
Structural Funds 2007 - 2013
ISEDA NET Project
INSUMIE Project (Viladecans Atos Origin)
Next steps for project generation
ESF Transnationality
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
3/44
Structural Funds 2007-2013
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
4/44
Michele Scataglini, APRI Consulting Ltd.
Framework for cooperation 2007-2013
Disappearance of EQUAL Community Initiative
New tools for exchanging experiences across borders
Interreg from Community Initiative becomes Objective ofCohesion Policy
ESF Transnationality mainstreaming EQUAL into Structural
Funds
Progress Programme fostering new employment and socialsolidarity
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
5/44
Michele Scataglini, APRI Consulting Ltd.
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 andsocial 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
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
6/44
Michele Scataglini, APRI Consulting Ltd.
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
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
7/44
Michele Scataglini, APRI Consulting Ltd.
Maps of Cooperation Programmes (2/3)
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
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
8/44
Michele Scataglini, APRI Consulting Ltd.
Maps of Cooperation Programmes (3/3)
Interregional cooperation IV C
EU27, Norway and Switzerland.
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
9/44
ISEDA-NET
Innovative Social Enterprise DevelopmentAgency Network
Interreg IV B
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
10/44
Michele Scataglini, APRI Consulting Ltd.
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 betweenpublic authorities and financing institutionsto develop funding schemes, venture capital etc.
Call expected in December 2007 January 2008
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
11/44
Michele Scataglini, APRI Consulting Ltd.
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 innovativeentrepreneurship
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
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
12/44
Michele Scataglini, APRI Consulting Ltd.
Objectives of ISEDA-NET
Creating and strengthening local social enterprises networks by
implementing a common innovative strategy:
exchanging best practices related to innovative SocialEntrepreneurship 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
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
13/44
Michele Scataglini, APRI Consulting Ltd.
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
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
14/44
Michele Scataglini, APRI Consulting Ltd.
AUDIT
Structure of the project
ACTION PLAN
AUDIT OF SOCIAL ENTERPRISES
Preparation in each participating country of a report on the state of the art of SocialEntrepreneurship 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
MANAGEMENT DISSEMINATIONIMPLEMENTATION
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
15/44
Michele Scataglini, APRI Consulting Ltd.
AUDIT ACTION PLAN
Structure of the project
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
MANAGEMENT DISSEMINATIONIMPLEMENTATION
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
16/44
Michele Scataglini, APRI Consulting Ltd.
Structure of the project
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
AUDIT ACTION PLAN MANAGEMENT DISSEMINATIONIMPLEMENTATION
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
17/44
Michele Scataglini, APRI Consulting Ltd.
IT-P1
Structure of the project
MANAGEMENT OF THE PROJECT
AUDIT ACTION PLAN MANAGEMENT DISSEMINATIONIMPLEMENTATION
Project Management Office
HU-P1 PL-1 BG-1 UA-1
IT-P2 HU-P2 PL-2 BG-2 UA-2
IT-P3 HU-P2 PL-2 BG-3 UA-3
National 1stLevel Control
EC Del.M.A. - JTS
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
18/44
Michele Scataglini, APRI Consulting Ltd.
Structure of the project
DISSEMINATION OF THE PROJECT
AUDIT ACTION PLAN MANAGEMENT DISSEMINATIONIMPLEMENTATION
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
19/44
Michele Scataglini, APRI Consulting Ltd.
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
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
20/44
Michele Scataglini, APRI Consulting Ltd.
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
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
21/44
INSUMIE
Innovative support for migrants
entrepreneurship
Interreg IV C
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
22/44
Michele Scataglini, APRI Consulting Ltd.
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 projectsto:
acquire new knowledge and skills
transfer practices between partners
Improve regionalpolicies
Thematic priorities
promoting entrepreneurship and new business initiatives
facilitating sustainable innovation for SMEs
restructure regions dependent on traditional industries
improving regionalpolicies for employment
Deadline of the call 15th
January 2008
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
23/44
Michele Scataglini, APRI Consulting Ltd.
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 commercialsector, 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
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
24/44
Michele Scataglini, APRI Consulting Ltd.
Structure of the project
Component 1: Identification of Business Opportunities
Component 2: Development of Support tools
Component 3: Establishment of Business Networks
Component 4: Project management and dissemination
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
25/44
Michele Scataglini, APRI Consulting Ltd.
Component 1: Identification of business opportunities
BUSINESS OPPORTUNITIES
To identify the needs for services in local and regional areas as well as the socialeconomic tendencies linked to the actual demands of the market
Interrelating them with immigrants and other vulnerable groups entrepreneurialcapacity and qualifications, in such a way that a local difficult to coverbusiness opportunity catalogue could be developed.
BUSINESS
OPPORTUNITIESSUPPORT TOOLS
MANAGEMENT
AND
DISSEMINATION
NETWORKING
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
26/44
Michele Scataglini, APRI Consulting Ltd.
Component 2: Development of support tools
SUPPORT TOOLS
assist and support the creation of high opportunity businesses (promoted byimmigrants, 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 Europeanenterprises, 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 inthe project
BUSINESS
OPPORTUNITIESSUPPORT TOOLS
MANAGEMENT
AND
DISSEMINATION
NETWORKING
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
27/44
Michele Scataglini, APRI Consulting Ltd.
Incubator screenshots
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
28/44
Michele Scataglini, APRI Consulting Ltd.
Component 3: Development of support tools
NETWORKING
establish cooperation mechanisms and interregional business networks between firmlyestablished enterprises and those recently created
promoting the exchange of services and best practices and the improvement of existingcommunication channels
initiate common research and interregional development strategies and policies takingadvantage of the benefits and capacities of migrants, women, young people etc, both as
entrepreneurs and employees and also as consumers.
BUSINESS
OPPORTUNITIESSUPPORT TOOLS
MANAGEMENT
AND
DISSEMINATION
NETWORKING
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
29/44
Michele Scataglini, APRI Consulting Ltd.
Component 4: Management and dissemination
MANAGEMENT AND DISSEMINATION
BUSINESS
OPPORTUNITIESSUPPORT TOOLS
MANAGEMENT
AND
DISSEMINATION
NETWORKING
STEERING COMMITTEE
PSSPSS
LOCAL NETWORK
PARTNER BOARD
LOCAL NETWORK
PSS
LOCAL NETWORK
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
30/44
Michele Scataglini, APRI Consulting Ltd.
Owner of the project idea isAjuntament de Viladecans
Technical Partner isAtos Origin, responsible for drafting theproposal
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
Project details
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
31/44
NEXT STEPS FOR PROJECT
GENERATION
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
32/44
Michele Scataglini, APRI Consulting Ltd.
Project preparation
November 12th
December 2007
November 2007
Deadline
Open:December 2007
January 2008
Finalize
partnership
IV BCentral
Europe
ISEDA - NET
Finalize
partnership andcore content
Finalizepartnership
Activity
Deadline 15th
January 2008IV C O.P.
REPA - SED
Open:1st quarter 2008
IV B South
East
Europe
Call detailsProgrammeProject
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
33/44
Michele Scataglini, APRI Consulting Ltd.
Contact points for partnership development
APRI Consulting Ltd. Hungary
Michele Scataglini
Nerosubianco Project Ltd - Italy
Fabrizio riccomi
CoGes Cooperative - Italy
Andrea Jester
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
34/44
ESF 2007-2013
Transnationality, innovation
mainstreaming
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
35/44
Michele Scataglini, APRI Consulting Ltd.
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 anintegrated 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
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
36/44
Michele Scataglini, APRI Consulting Ltd.
Critical issues for ESF-T implementation
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
EVALUATIONBEST
PRACTICES
ASSISTANCE TO
BENEFICIARIES
IMPLEMENTING
PROVISIONS
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
37/44
Michele Scataglini, APRI Consulting Ltd.
Evaluation of transnationality
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 transnationalexperiences in terms of innovation and mainstreaming
Periodic reports for the evaluation of the impact and added value of the
transnational dimension of Equal Projects
EVALUATIONBEST
PRACTICES
ASSISTANCE TO
BENEFICIARIES
IMPLEMENTING
PROVISIONS
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
38/44
Michele Scataglini, APRI Consulting Ltd.
Best practices of transnationality
BEST PRACTICES
Creation of an Atlas of Innovative Transnational Cooperation (AITC) through thecataloguing of experiences and best practices of transnational cooperation by formof 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 cooperationmodels shared by national institutionalstakeholders
EVALUATIONBEST
PRACTICES
ASSISTANCE TO
BENEFICIARIES
IMPLEMENTING
PROVISIONS
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
39/44
Michele Scataglini, APRI Consulting Ltd.
Best practices of transnationality (1/4)
IMPLEMENTING PROVISIONS
Sound Management and Control System
Executive Programming of Interventions
Monitoring of interventions
EVALUATIONBEST
PRACTICES
ASSISTANCE TO
BENEFICIARIES
IMPLEMENTING
PROVISIONS
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
40/44
Michele Scataglini, APRI Consulting Ltd.
Best practices of transnationality (2/4)
MANAGEMENT AND CONTROL SYSTEM
Operative manual of procedures limitedly to transnational activities outlining theadministrative processes related to the competences of the Managing Authority andof the Intermediate Bodies
Definition of roles and functions related to transnationality:
integration of components
segregation of functions
assessment of risks
EVALUATIONBEST
PRACTICES
ASSISTANCE TO
BENEFICIARIES
IMPLEMENTING
PROVISIONS
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
41/44
Michele Scataglini, APRI Consulting Ltd.
Best practices of transnationality (3/4)
PROGRAMMING OF INTERVENTIONS (STEP BY STEP PROCEDURE)
Definition of the framework (Context elements, Implementing Provisions, PotentialBeneficiaries)
Identification of sub-priorities (Improvement of Adaptability Promoting access totraining)
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 theAction Plans / Calls
EVALUATIONBEST
PRACTICES
ASSISTANCE TO
BENEFICIARIESIMPLEMENTING
PROVISIONS
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
42/44
Michele Scataglini, APRI Consulting Ltd.
Best practices of transnationality (4/4)
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
EVALUATIONBEST
PRACTICES
ASSISTANCE TO
BENEFICIARIESIMPLEMENTING
PROVISIONS
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
43/44
Michele Scataglini, APRI Consulting Ltd.
Best practices of transnationality (4/4)
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, Mainstreamingand 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)
EVALUATIONBEST
PRACTICES
ASSISTANCE TO
BENEFICIARIESIMPLEMENTING
PROVISIONS
8/14/2019 Capitalizing EQUAL Experiences 2007-2013
44/44
Michele Scataglini
APRI Consulting Ltd. Hungary
www.apri.hu
Top Related