European Research Institute on Cooperative and Social Enterprises
An nu al rep ort
2011/2012
new knowledge for a new paradigm
Index
I.D.
pg 01
letter
pg 02
Research
pg 04
training
pg 38
consulting
pg 42
events & communications
pg 46
2012 IYC
pg 50
networking
pg 56
budget
pg 60
governance
pg 64
attachments
pg 70
international year of cooperatives
Index
I.D.
Annual Report 2011/2012
name Euricse – European Research Institute on Cooperative and Social Enterprises
Founding members Euricse was founded in 2008 by Cooperatives Europe, the Federation of Trentino Cooperatives, the Trento and Rovereto Bank Foundation, the Autonomous Province of Trento and the University of Trento.
mission Euricse’s mission is to promote knowledge, development, and innovation for the field of cooperatives, social enterprises and other non-profit organisations engaged in the production of goods and services. The Institute aims to deepen the understanding of these types of organizations and their impact on economic and social development, furthering their growth and assisting them to work more effectively. Through activities directed toward and in partnership with both the scholarly community and practitioners, including primarily theoretical and applied research and training, we address issues of national and international interest to this sector, favouring openness and collaboration.
Activities Euricse carries out four different types of activities: + Research: Euricse conducts and supports theoretical and empirical research projects that are interdisciplinary and comparative in nature, organised in six research areas. + Training: Euricse designs and organises training programs specifically aimed at the professional development of young researchers and at enhancing the skills and knowledge of those who work in nonprofit enterprises and cooperative organizations. + Consulting: Euricse offers consulting services to non-profit organisations, including in particular cooperatives and social enterprises, as well as to local, national and international public institutions.
+ Communications: Euricse shares and promotes research and findings through publications, presentations, conferences and seminars for researchers as well as for the general public.
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Research areas
Euricse’s research activity is organized in six main areas focused on cooperatives and social enterprises: Area 1 / The economic and social role of cooperative and social enterprises: theoretical interpretations and empirical analysis Area 2 / Size and main characteristics of cooperative and social enterprises in Italy and Europe Area 3 / The impact of cooperative and social enterprises on economic development and the creation of social capital Area 4 / Legal frameworks and policies supporting cooperative and social enterprises Area 5 / International models of cooperative and social enterprises Area 6 / Management and governance of cooperative and social enterprises
Registered office Trento – Via San Giovanni 36 (Italy)
To learn more • Euricse’S PHILOSOPHY: Guiding Principles for the Study of Cooperative and Social Enterprises • WP 000|09 The role of cooperative and social enterprises: A multifaceted approach for an economic pluralism
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Index
Letter
carlo borzaga president
gianluca salvatori CEO
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Annual Report 2011/2012
E
uricse carries out research and training
egated to the margins. In our work at Euricse,
on issues relating to cooperative and
we have realized just how much the interna-
social enterprises. Our activity is aca-
tional cooperative movement can bring to this
demic in origin, but we are increasingly
debate. Cooperatives, mutuals and social en-
engaged in applied research. Our objective is to
terprises are different examples of this plural-
contribute to promoting and developing coop-
ism and show the possibility of an economy not
erative and social enterprise models, in the con-
governed exclusively by the utilitarian logic of
text of the current transformations taking place
monetary exchange.
in social and economic life. Our research centre does not limit our analysis to the situation as is; we are also committed to processes of change
ries of interpretation are no longer sufficient to
T
decipher what is happening, and action models
the state and the market. The “broken society” is
must be profoundly reconsidered.
not a natural destiny but the result of a political
These days, cooperative and social enterprises
and economic design. Cooperative and social
find themselves facing a new scenario which
enterprises show that an alternative is possible,
requires a convergence of research efforts and
and it involves returning to thinking and acting
shared strategies. In recent decades, our soci-
in terms of equality and social justice. We are
eties have been guided by the conviction that
coming out of a long period dominated by what
only big corporations are worthy of considera-
has been aptly called “egonomics”, an economy
tion. This approach has meant that other busi-
based on the individual. We have seen its fail-
ness forms, including cooperatives, have been
ures and we are counting the costs. The demand
shelved as exceptions or relics from the past,
emerging today is for “weconomics”, an econo-
entirely marginal and destined for extinction.
my of us, an economy that respects and values
But the current situation is in fact demonstrat-
the social dimension. The structural advantage
ing that pluralism in business models is the best
of cooperative and social enterprises is that
way to confront the profound global economic
they have always proposed this approach. It’s in
crisis, and that cooperative and social enterpris-
their DNA. The evolving nature of cooperation is
es are a fundamental part of this pluralism.
one of the main reasons for the model’s extraor-
This is regularly borne out by the analysis and
dinary longevity and vitality. Now it is up to us
research we conduct at Euricse. The problem is
to take another step towards this evolution. This
not a lack of ideas and formulas that are able
is the task that Euricse has given itself, at the
to cope with this new context. Rather, it is that
service of the cooperative movement.
according to a conception of intellectual work as a critical contribution to action. The historical phase that we are currently experiencing offers a double challenge. Traditional catego-
he promotion of economic development centred on the social dimension must remain the focus of our work, using community ties and civic ethics as
a starting point in order to fill the gap between
every school of thought that does not recognize the uncontested power of markets has been rel-
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Index
Research
OVERVIEW Euricse supports and conducts research activities that bridge the divide between current dominant theoretical models and the specific features characterizing cooperative and social enterprises. Euricse’s research activity is organized along six areas that follow different methodological and analytical frameworks, whilst still sharing a common approach. Euricse undertakes both theoretical as well as empirical multidisciplinary research activities, in an effort to find both those elements that are common to all not-for-profit forms of enterprises, as well as what makes them different. During 2011, 15 different research projects were initiated, 17 working papers were published in Euricse’s series, and 48 articles or chapters were published in academic journals, books and websites. Euricse’s researchers participated in 28 national and international conferences throughout 2011.
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Annual Report 2011/2012
Research Index Area 1 ........................................................................................... pg 06 Area 2
.......................................................................................... pg 10
Area 3
.......................................................................................... pg 14
Area 4
.......................................................................................... pg 18
Area 5
.......................................................................................... pg 20
Area 6
.......................................................................................... pg 22
PhD students & post doctoral researchers.............. pg 24 Projects funded by the EU..................................... pg 30 Mobility and visiting scholars .......................... pg 34 Publishing ............................................................................... pg 36
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Area
1
The economic and social role of cooperative and social enterprises: theoretical interpretations and empirical analysis
AREA COORDINATOR Carlo Borzaga, University of Trento overview This area includes theoretical and empirical research analysing the specificities of cooperative and social enterprises in order to contribute to a new interpretive framework of the various entrepreneurial forms existing and developing in market economies. This area is central to Euricse’s research activity, since it is both the scientific frame of reference but also a starting point that is common to all the other research areas. Its objective is therefore to investigate the specificities of cooperative and social enterprises, their strengths and limitations. Research activities within this area are inspired by the more recent efforts in the scientific debate, which have questioned the excessive emphasis attributed by neoclassic economic theory to self-interest as the main motivation in decision-making.
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Annual Report 2011/2012
Outputs
Main results | Area 1
Books
Borzaga, C. and Paini, F., 2011, Buon Lavoro. Le cooperative sociali in italia: storie, valori ed esperienze di imprese a misura di persona, Altreconomia
Borzaga, C. and Fazzi, L., 2011 Le imprese sociali, Carocci
Articles
Borzaga, C. and Galera, G. 2011, “Social enterprises and decent work”, in Aa.Vv., The Reader 2011. Social and solidarity economy: our common road towards decent work, ITC of ILO, Torino, pp. 89-100
Reports
Mori, P.A., Spinicci, F., 2011, Le cooperative di utenza in Italia e in Europa, report published on Euricse’s website Spinicci, F., 2011, Le cooperative di utenza in USA, report published on Euricse’s website Spinicci, F., 2011, La cooperazione di utenza in Italia: casi studio, report published on Euricse’s website Depedri S., 2012, “Coop e la partecipazione sociale nell’anno europeo del volontariato: una realtà, una motivazione”, Euricse, Research report presenting the results of the research, January 2012.
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Contributing to the understanding of cooperative and social enterprises through institutional and behavioural theory Coordinator: Carlo Borzaga, University of Trento Researchers: Sara Depedri, Alessandro Fedele, Raffaele Miniaci, Ermanno Tortia Collaborator: Giuliano Trenti Status of the project: in progress Partners: University of Brescia, University of Trento, Pares The objective of the project is the creation of a new theoretical framework concerning the variety of entrepreneurial forms existing and developing in market economies. The new approach devotes particular attention to the contribution of behavioural economics in order to understand individuals’ motivations and values, organizational aims and their linkage with governance structures, and the evolution of motivations and organizations over time. The research project combines theoretical explanations with empirical analyses and experimental designs, with special interest for workers in cooperative and social enterprises.
Users’ cooperatives in public services: a comparative study Coordinator: Pier Angelo Mori, University of Florence Researcher: Francesca Spinicci Collaborators: Nicola Doni, Davide Di Laurea Status of the project: in progress Partners: Barberini Foundation The main goal of this research project is to investigate users’ cooperatives in public service delivery in Italy, France, Germany, United Kingdom and Spain. Regarding Italy, where a complete database of users’ cooperatives in public service delivery did not previously exist at the national level, the research focuses especially on users’ cooperatives supplying water, energy, waste, transportation and telecommunication services at the local level. Given the lack of statistical data, various secondary sources and data have been used that are not completely comparable. These data
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have been integrated by empirical research through questionnaires. Concerning the other countries studied, secondary sources of information at an economic and institutional level have been considered, in spite of the difficulties of gathering information (especially for the German case).
Social cooperation in the agricultural sector in Italy Coordinator: Riccardo Bodini Researchers: Sara Depedri, Chiara Carini Status of the project: completed Partners: INEA (Istituto Nazionale di Economia Agraria/ National Institute of Agricultural Economy) This research, conducted for INEA in the context of the project “Promotion of farming culture”, is one of the first pieces of quantitative analysis devoted to the phenomenon of social cooperation in the agricultural sector. The research, which seeks to measure the number, size and location of agricultural social cooperatives, is one of the first to provide precise numbers on this sector in Italy. Drawing from data from the Italian chambers of commerce and from Euricse’s Observatory, the research analyzes the number and size of these enterprises, their impact on job creation, and how these factors vary based on location and sector of activity.
Annual Report 2011/2012
Processes of differentiation and innovation in social enterprises Coordinator: Luca Fazzi, University of Trento Researchers: Michele Mosca, Sara Depedri Collaborators: Corrado Paternolli, Giuseppe Critelli Status of the project: completed, report in progress Partner: University of Naples Federico II The objective of the research was to investigate the processes of innovation in Italian social cooperatives, analyzing both determinants and results. Innovation is found to be one the fundamental elements for social enterprises, as the sector seems to have suffered in past years due, at least according to some scholars, both to an excessive dependence on the public sector and public funding as well as to their limited size (due to limited resources for making investments). In 2011, an in-depth survey and data collection was completed. The dataset derived from this research includes 400 cases, representative of the sector in terms of their geographical distribution, type (social cooperative type A, B or mixed), and their size. The data has been statistically tested and verified. The results will be elaborated and shared in numerous seminars and events and in journals at the national and international level in the upcoming months.
(ANSA) - ROME, NOV 16 32% of Italian social cooperatives are growing, a much higher rate than non-cooperative firms. This is one of the findings of a research project carried out by the European Research Institute on Cooperative and Social Enterprises (Euricse), and presented by Confcooperative at a conference celebrating the 20th anniversary of Italian social cooperation, which was established with a law from 1991. The research, titled “Us Welfare”, retraces the history of this type of organization from its inception to today, now including 5 million people, 6.000 enterprises, and 230.000 employees, with radical transformations occurring even in terms of innovation. Indeed, according to a poll carried out among 400 managers of social cooperatives belonging to Confcooperative-Federsolidarietà, over 60% of social cooperatives have carried out innovative activities in the past three years, and 80% of them have gained economic advantages from the innovative processes they adopted. Of the cooperatives that innovate, 38% developed new services, 28% identified new users, and 60% deployed management improvement strategies. 59.7% of social cooperatives address new risks that are being left out of the “institutional” welfare system. Due to the cuts to public spending, 26% of GDP is now devoted to health and social services, and cooperatives have evolved and innovated in order to address the needs of people that are not covered by the traditional welfare system and that are struggling due to the loss of their job or to family problems. In this “total innovation” perspective many organizations experimented new solutions for service provision, ranging from light healthcare to family support, from urban revitalization to social tourism and economic development.
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Area
2
Size and main characteristics of cooperative and social enterprises in Italy and Europe
AREA COORDINATOR Maurizio Carpita, University of Brescia overview Notwithstanding the growing economic and social importance of cooperatives and social enterprises, there is still very little information available to track their impact on the economy and job market, nor their performance and structural characteristics. The lack of data is a significant hindrance to the success of this sector of the economy. Euricse, therefore, aims at addressing this deficiency by instituting a research programme with the specific mission of analysing the economic and social contribution of such enterprises to the territories in which they operate. The primary tool being used in the process of data collection and analysis is an integrated database called “data warehouse�, continually developed and updated by Euricse’s Observatory on Cooperatives.
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Annual Report 2011/2012
Outputs
Main results | Area 2
Data Warehouse
Enrichment of the Aida database containing economic and descriptive data from over 80.000 Italian cooperatives with additional data from various administrative and statistical sources resulting in a more complete database of over 80.000 Italian cooperatives.
Books
First edition of the “Official Report on Cooperation in Italy” (“La cooperazione in Italia – 1° Rapporto Euricse”), which is a prototype for the kind of publication that this Area will produce each year.
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Data warehouse Coordinator: Maurizio Carpita, University of Brescia Researcher: Chiara Carini Consultants: Michele Andreaus, Ericka Costa Status of the project: in progress The data warehouse aims at collecting, organizing and analyzing statistical data relating to cooperatives at the national and European levels, through a collaborative process with other research centres in Italy and abroad, so as to create an integrated and constantly up-to-date data warehouse with an annual update and report. The data will allow for the periodical publication of statistical reports at the national and European levels, thereby facilitating a better understanding of the economic and social value of this particular type of business on the part of the various stakeholders. The main pillar for the construction of the data warehouse is the Bureau Van Dijk’s Aida database, which was complemented with public archives. The project relies in particular on the official Chamber of Commerce’s Business Register and the regional rolls of social cooperatives, which were used to verify and complete the data. In December 2011 the first edition of the Official Report on Cooperation in Italy (“La cooperazione in Italia – 1° Rapporto Euricse”) was published.
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World Co-operative Monitor Coordinator: Maurizio Carpita, University of Brescia Researchers: Chiara Carini, Alex Rigotti Consultants: Michele Andreaus, Ericka Costa Status of the project: in progress This project, launched by the International Co-operative Alliance (ICA) at the Forum for a Responsible Globalisation in Lion, in October 2006, has as its main objective the global promotion of the economic importance of cooperatives. Specifically, the project’s main focus is the publication of a worldwide ranking of the largest cooperatives and mutuals, by revenue. The data for the years 2006, 2007 and 2008 are available at www.global300.coop. Euricse has joined this project, offering a collaboration that seeks to improve the methodology and to refine the scientific foundations of the project by working with the ICA on the initial planning phases as well as data collection and analysis. The results will be presented at the end of 2012.
Annual Report 2011/2012
The impact of cooperation on the Italian economy Coordinator: Maurizio Carpita, University of Brescia Researcher: Eddi Fontanari Status of the project: in progress, started in 2011 The aim of this project is to study the economic impact of the Italian cooperative system within the context of the national economic fabric. The main objective of the first phase will be the creation of a database structured around the macroeconomic variables needed to conduct an input/output analysis (gross production, intermediate consumption, value added and employee income). This data will be used to create a “satellite account� (including cooperatives and their subsidiaries) of the cooperative sector at the national level.
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Area
3
The impact of cooperative and social enterprises on economic development and the creation of social capital
AREA COORDINATOR Silvio Goglio, University of Trento overview This area intends to measure the impact of cooperative and social enterprises on economic and social development and the contributions made by these organizational types toward enhancing the social capital that is accumulated at the local level. These types of enterprises produce a broad spectrum of goods and services, often of general interest, that the public sector or for-profit enterprises are either uninterested in or unable to produce. However, to date, the social and economic impact of social and cooperative enterprises has not been adequately investigated, either from a theoretical or empirical standpoint. Therefore, this area aims to analyse the capacity for social enterprises and cooperatives to support economic development, create new employment opportunities and stimulate the acquisition of social capital.
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Annual Report 2011/2012
Outputs
Main results | Area 3
Book Goglio, S., Alexopoulos
Financial cooperatives and local development Routledge
Articles Goglio, S., Alexopoulos, Y., eds, 2012, Financial cooperatives and local development, Routledge
Sabatini, F., 2012, “Who Trusts Berlusconi? An econometric analysis of the role of television in the political arena�, Kyklos, 65 (1), pp. 110-130.
Goglio, S., Alexopoulos, Y., eds, 2012, Financial cooperatives and local development, Routledge.
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The role of the cooperative sector in the accumulation of social capital Coordinator: Fabio Sabatini, “La Sapienza� University of Rome Researchers: Francesca Modena, Beatrice Valline Status of the project: in progress, started in 2010
Cooperative finance and sustainable development Coordinator: Silvio Goglio, University of Trento Researchers: Yiorgos Alexopoulos, Jacopo Sforzi, Giovanni Pesce Status of the project: in progress, started in 2010 Partners: University of Athens (Greece), University of Bari (Italy), University of Vaasa (Finland), Federcasse (Italy) The main goal of this research project is to provide an advanced theoretical framework that connects local finance, and more particularly cooperative finance, to sustainable local development. The project is divided into two sub-projects. The first aims, on the one hand, at understanding the historical significance and potential impact of cooperative credit on local development; on the other, at evaluating organizational, governance and values development as compared to its economic and financial progression in the world. The main focus is on the ability of cooperative forms to produce local public goods and identify investment opportunities in microfinance projects in support of local communities. The aim of the second sub-project is to analyze the role of cooperative banking institutions in addressing the financial needs of social enterprises. It will be developed in three countries (Italy, the Netherlands and Spain) through a collection of case studies.
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This research project focuses on the role of the cooperative sector in offering an explanation for the exceptional performance of the Province of Trento in terms of development and well-being. To this purpose, we will set up an original empirical framework, drawing on both primary and secondary data. The aim is to provide an answer to the following research questions: a) What are the roles and determinants of social capital? b) What is the role of service cooperatives in the accumulation of social capital? c) Do cooperatives play a role in determining economic performance, development and well-being? The analyses rely on data collected through interviews with 1,000 people living in the Province of Trento.
Politics and actions for work integration. An analysis of the role and economic and social impact of B-Type cooperatives Coordinator: Carlo Borzaga, University of Trento Researcher: Sara Depedri Collaborator: Beatrice Valline Status of the project: concluso Partner: Agenzia del Lavoro di Trento The research project, commissioned and developed in partnership with the Trento Agenzia di Lavoro, was aimed at further understanding the phenomenon of disadvantage in work, looking at both the evolution of the concept of disadvantaged workers and at the capacity of private actors to facilitate the integration of these subjects into the working world and therefore solve an important social and economic problem that increasingly afflicts the community. The research particularly aimed to analyze work integration in the
Annual Report 2011/2012
The contribution of cooperative and social enterprises to socio-economic development in transition countries
Province of Trento, investigating the economic and social benefits generated by the presence of type-B social cooperatives and by local policies with specific reference to the Trento Agenzia di Lavoro’s Action 9. Two reports were produced as a result of the research. They will be published in book form during 2012. The research also produced analytical datasets based on the data.
Everyone working is good for everyone: Work integration in the Province of Bolzano Coordinator: Carlo Borzaga, University of Trento Researcher: Sara Depedri Collaborator: Michele Boglioni Status of the project: in progress Partner: Federsolidarietà Alto Adige
Coordinator: Giulia Galera, Euricse Researchers: Silvia Gadda, Luca Bettarelli, Nina Kolaeva Status of the project: in progress Partners: EMES European Research Network; University of Trento; ICARE (Armenia); Oracul (Belarus); SESPS (Ukraine); University of Belgrade – Institute for Social Sciences (Serbia). Status of the project: in progress, started in 2010
The project’s starting point is the “Study on promoting the role of social enterprises in Central and Eastern Europe and the Commonwealth of Independent States”, which was conducted in collaboration with The United Nations Development Programme and with the European Research Network EMES. It analyzed the social enterprise phenomenon in the Czech Republic, Estonia, Lithuania, Poland, Slovenia, Bulgaria, Macedonia, and Serbia (CEE countries), as well as in Belarus, Kazakhstan, Russia and Ukraine (CIS countries). The main objective was to identify the evolution of social enterprises in each of the aforementioned countries.
The research project, run in partnership with Federsolidarietà Alto Adige, is funded as part of a FSE – Autonomous Province of Bolzano project and is aimed at studying the dynamics and results of integration of disadvantaged subjects in social cooperatives in the province of Bolzano. As part of the project, in 2011 Euricse carried out preliminary monitoring activities relating to the specific nature of the local area, in terms of system structure, legal aspects and special laws on integration, the number of social cooperatives in the area and their economic and financial characteristics.
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Area
4
Legal frameworks and policies supporting cooperative and social enterprises
AREA COORDINATOR Antonio Fici, University of Molise overview This research area aims to analyze and compare the regulation of cooperative and social enterprises in Europe, with regard both to substantial and organizational law, and to tax-, competition-, state aid-, public procurement-, or labor law, as well as to other fields of law where the specificity of these enterprises may assume a significant role. In particular, the projects in this research area are directed toward the following objectives: 1. the definition of the legal identity of cooperatives and social enterprises; 2. better regulation of cooperatives and social enterprises both at a national and European level; 3. comparison of European regulations of cooperatives and social enterprises.
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Outputs
Main results | Area 4 Networking
Article
Created the Study Group on European Cooperative Law. Learn more
WP 24|12 New Study Group on European Cooperative Law: “Principles” project
International Handbook of Cooperative Law
Study Group on European Cooperative Law
Coordinator: Antonio Fici, Università del Molise Co-editors: Antonio Fici, Dante Cracogna, Hagen Henrÿ Publisher: Springer Status of the project: in progress, to be published in 2013
Coordinator: Antonio Fici, University of Molise Researchers: Antonio Fici, Gemma Fajardo, Hagen Henrÿ, Hans-H. Münkner, Ian Snaith, David Hiez Status of the project: in progress Partners: TBD
The degree of development reached by cooperatives of different sectors throughout the world, which among others led to the UN declaring 2012 as the International Year of Cooperatives, needs to be accompanied by a similar development of corresponding legislation. To this end, a better knowledge of cooperative law from the comparative point of view, as has already been established for other types of enterprises, becomes of great importance.
The Study Group on European Cooperative Law (SGECOL) is a group of cooperative law scholars from different European countries, whose first meeting was held in Trento, at Euricse, on 29-30 November 2011. SGECOL aims to conduct comparative research on cooperative law in Europe, thus promoting increased awareness and understanding of cooperative law within the legal, academic and governmental communities at the national, European and international levels. SGECOL intends to achieve this objective through different research projects in the area of cooperative law, beginning with the drafting of Principles of European Cooperative Law (PECOL). SGECOL projects mainly regard organizational law, but may also be concerned with other branches of law, including tax, competition, state aid, public procurement, labor, insolvency law, as far as cooperatives are specifically regulated therein.
This book strives to fill this gap, and is divided into four parts. The first part offers an analytic and conceptual framework with which to understand, study and assess cooperative law from a transnational and comparative perspective. The second part includes several chapters dealing with attempts to harmonize cooperative laws. The third part contains an overview of more than 30 national cooperative laws, while the last part summarizes and compares these national cooperative laws, thus laying the foundation for a comparative cooperative law doctrine.
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Area
5
International models of cooperative and social enterprises
AREA COORDINATOR Luca Fazzi, University of Trento overview This area focuses on research examining the efficiency and effectiveness of cooperative and social enterprise models and networks. To this end, Area 5 coordinates the collection of models of social and cooperative enterprises, both from within and outside Europe; from countries experiencing varying degrees of economic development with different types of welfare systems. The aim is to create an “open access� database of case studies that could be utilized for: i) comparative studies; ii) shaping future forms of intervention; and iii) giving policy suggestions to both national governments and international institutions, who are often quite interested in learning about concrete success stories from cooperative and social enterprises.
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Cooperative models worldwide Coordinator: Luca Fazzi, University of Trento Status of the project: concluded in 2012 Researcher: Giulia Galera, approximately 20 young researchers from international universities and research centers. The cooperative form is a flexible business model that over time has proven capable of adapting to a myriad of economic, cultural, and social contexts and has also been used to develop enterprises in multiple productive and service sectors. The aim of this call for case studies is to identify and describe different cooperative models – both sectoral and territorial. No precise definition of cooperative model is given, provided that the main characteristics of the model, its operative dynamics and its economic and social impact are described by the applicant. Selected case studies will become part of an international open-access database. The first call resulted in the collection of 21 proposed case studies, presenting different cooperative models from Europe, Asia, Africa, Israel, the U.S.A. and Latin America. Seven case studies were chosen featuring cooperative models in four continents: Europe (Austria and Spain), Africa (Ethiopia, Marocco and Uganda), Latin America (Mexico) and Asia (Sri Lanka). The prize-winning case studies will be published in the Euricse Working Paper series.
innovative Social enterprises best practices Coordinator: Luca Fazzi, University of Trento Researchers: Giulia Galera, Flaviano Zandonai, approximately 20 young researchers from international universities and research centers. Status of the project: concluded in 2012 Partners: EMES, Irecoop Veneto This project involves the coordination of research activities being conducted by researchers identified through dedicated “calls for case studies”. Specifically, the calls aim to collect case studies that follow a particular protocol, provided by Euricse, which highlights the principle characteristics of the social enterprises being studied. The first call, launched in June 2010, concentrates on social enterprises providing work integration for disadvantaged individuals and these organizations’ contribution to social innovation. When this call was closed, Euricse had collected 22 case study proposals, 17 of which were selected. The majority of the case studies deal with best practices from social enterprises operating in Western Europe (Belgium, Germany, France, Italy, Spain, Poland, Slovenia) together with a few case studies from social enterprises in Ukraine, Cuba, India and Japan. The most innovative case studies were presented at the Third EMES Conference, which took place in Roskilde in July 2011. Two more “calls” will be launched within the next three years focusing on social enterprises in other sectors of activity.
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Area
6
Management and governance of cooperative and social enterprises
AREA COORDINATOR Michele Andreaus, University of Trento overview This research area seeks to analyze the challenges that social and cooperative enterprises must face as they pursue high-level economic performance, whilst remaining faithful to their values and the principles that they are founded upon, through accounting and management practices that reflect their ethics. It raises important considerations within management and accounting practices, in particular, management practices related to ethics, social responsibility and social accounting.
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Cooperative enterprises as a source of local development within the context of Corporate Social Responsibility Coordinator: Michele Andreaus, University of Trento Researchers: Ericka Costa, Lucia Leonardi, Caterina Pesci, Paolo Andrei, Federica Balluchi, Carlos Larrinaga Status of the project: in progress The objective of this research project is to analyze the role of cooperatives in influencing sustainable local development, through the adoption of socially responsible strategies towards their stakeholders. The research focuses on the managerial and accounting strategies of credit and social cooperatives. Specifically, the project is centred on social and environmental accounting practices in cooperative banks (Banche di Credito Cooperativo – BCC), social enterprises and social cooperatives in Northern Italy, with the aim of mapping diversities and shared aspects in the social accounting practices of Italian cooperatives working in different sectors (cooperative banks and social enterprises). Additionally, this research analyzes the degree of difference between the social accounting practices of cooperatives compared to for-profit businesses in terms of the accounting areas dealt with and the stakeholders taken into consideration.
Symbolic management in social enterprises Coordinator: Michele Andreaus, University of Trento Researchers: Tommaso Ramus, Antonino Vaccaro, Pasqual Berrone Status of the project: in progress Partner: IESE Business School, Spagna The aim of this research project, which follows a qualitative-type approach, is to understand the symbolic management practices that social enterprises can implement in order to acquire legitimacy towards stakeholders and within the specific context in which they operate, thereby helping to acquire the economic and human resources necessary to survive over time. The research is based on an in-depth and participatory analysis of four cases of social cooperatives. After an analysis of the literature on symbolic management practices, data was collected through direct interviews with the four social cooperatives involved in the research and through the analysis of some of the organizations’ archives. Around 77 interviews and almost 440 pieces of archival data were collected. This data was analyzed using a coding programme (Atlas.T), provided by the IESE Business School. The first results from the research project were presented in May 2011 during a seminar organized by Euricse.
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PhD students
and post doctoral researchers
overview In addition to research activities, Euricse considers the promotion and support of young researchers interested in studying cooperative and social enterprises from multiple perspectives to be of great importance. In particular, Euricse supports doctoral students and post-doctoral students and participates in international mobility and exchange programmes. At present Euricse is providing scholarships for six doctoral students. In 2011 Euricse offered two post-doctoral fellowships and has just begun another one in 2012. In addition to these, Euricse hosts a post-doctoral researcher through a three-year grant cofinanced by the Autonomous Province of Trento and the European Commission (see the section pertaining to projects funded by the European Union).
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PhD students
The growth of cooperative banks in Italy: ownership structure, managerial evolution, and lending performance Ivana Catturani, Italy. PhD candidate at the Interdepartmental Centre for Research Training in Economics and Management (CIFREM) at the University of Trento. The focus of this research is on Italian Credit Cooperative Banks (CCBs). These banks have performed particularly well in terms of lending and have demonstrated an increase in the number of both members and branches, especially after the liberalisation of 1992. For some authors, the reason relates to the consolidation process of large banks that caused a movement of clients to small banks. Evidence shows that the attractiveness of cooperative banks does not stop with the end of the consolidation process. Furthermore, the recent financial crisis has shown how cooperative banks continue to enlarge their lending to small and medium firms. The aim of this research is to pinpoint the various development paths that CCBs have followed during recent years with a view toward identifying the most successful ones. The dataset used for the quantitative analyses includes not only economic variables, but also proxies of social capital.
The indigenous social enterprise: a possible vehicle of development for indigenous peoples in Central America Michela Giovannini, Italy. PhD candidate at the International Doctoral School in Local Development and Global Dynamics at the University of Trento. This research project aims to analyze the role of organizations belonging to the solidarity economy in sustaining the socio-economic development of indigenous peoples in Central America. More specifically, the analysis will focus on the organizational structure covered by the indigenous social enterprise, seeking to highlight its suitability for the type of development that indigenous peoples can pursue. Indeed its participatory governance model and its embeddedness in the community seem to enhance the participation of indigenous people at the community level and to support cultural and identity factors.
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Agricultural cooperatives and rural development in Bosnia and Herzegovina Samira Nuhanovic, Bosnia-Herzegovina. PhD candidate at the International Doctoral School in Local Development and Global Dynamics at the University of Trento. This research focuses on institutional design and productivity levels of agricultural cooperatives in Bosnia and Herzegovina and how these depend on inherited and rigid (socialism inspired) or newly created and adaptive organizational structures of cooperatives. Having in mind the importance of certain cooperative principles, this research aims to investigate the ways in which organizational structures, and consequently productive and marketing activities of agricultural cooperatives, can be diversified in order for them to have a positive impact on rural development in Bosnia and Herzegovina through the reduction of rural poverty.
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The performance of social enterprises using industry analysis framework Richard Muko Ochanda, Kenya. PhD candidate at the International Doctoral School in Local Development and Global Dynamics at the University of Trento. Being comparative in nature, the dissertation intends to study social enterprises in both developed and developing countries using panel data on social cooperatives from the Lombardy Region in Italy spanning from 2007 to 2009 and cross-sectional data from the local government on Community Based Organizations (CBOs) and Self Help Groups (SHGs) in Riruta Location of Nairobi in Kenya. While the Italian data will be used to study the growth and development of social enterprises in Italy, the Kenyan data will be used to study the contribution of the third sector in promoting economic development and ultimately improving people’s lives. The analysis of both data sets will later contribute to the development of a theoretical framework explaining economic development in the third sector.
Annual Report 2011/2012
Cooperative approaches to rural development and poverty reduction in Ethiopia
Consumption and institutional change: human capital development and climate-smart behaviour change Jamilya Jeenbaeva, Kyrgyzstan. PhD candidate at the International Doctoral School in Local Development and Global Dynamics at the University of Trento. This research is about the development of human capital specific to climate-smart social entrepreneurship through investigating the cognitive understanding of overconsumption and consumerism, individual and organizational social preferences and motivations to reduce the ecological footprint.
Abate Gashaw Tadesse, Ethiopia. PhD candidate at the International Doctoral School in Local Development and Global Dynamics at the University of Trento. The rural and agricultural development policies in Ethiopia promote cooperative solutions as a countervailing mechanism to overcome market failure. Although cooperatives have encountered frequent changes to their legal structure due to changes in economic ideology at the national level, they now account for roughly 84% of the agricultural input and 15% of the agricultural output markets. Indeed, cooperatives are now considered institutions that can help integrate small-scale farmers to domestic, regional, and global markets and thereby reduce rural poverty. Cooperatives working in particular on financial services, marketing and agriculture are seen as vehicles for the institutional provision of financing and services to promote rural development. Cooperatives in rural areas are therefore considered to be useful in productivity growth, income generation and poverty reduction. This research is intended to provide evidence of the contribution of cooperatives to rural development in the Ethiopian context, particularly in the rural communities of West Shoa Zone, Oromia Regional State.
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Post doctoral researchers
Towards a Cooperative Community: Recuperating enterprises and reviving communities via worker-recuperated enterprises Marcelo Vieta, post-doctoral reasearcher at Euricse, Argentina/Canada. Whether from employees taking over firms in crisis, worker buy-outs, or other paths towards workers’ control, recent years have witnessed a re-emergence of business succession plans in diverse regions of the world that see workers in control of businesses. In our current times of economic and social crises, worker-recuperated enterprises directly address chronic under- and unemployment; save businesses; bring control back to the hands of workers; embody practices of collective entrepreneurship and social innovation; and promote community initiatives for local development and renewal. This post-doctoral project with Euricse seeks to bring the dynamics of workplace conversions into worker cooperatives and other forms of worker-run firms into clearer view by commencing a cross-national and interdisciplinary political economic and ethnographic research program that explores: (1) the socio-economic and regional contexts, (2) the legal frameworks, (3) the organizational dimensions, (4) the worker motivations for, and (5) the policy implications of the conversion of businesses in crises into labour-managed enterprises.
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Institutional equilibrium and sustainable development of economic organizations in Bulgaria’s agrarian sector Darina Zaimova, Bulgaria, University Stara Zagora, Faculty of Economics, Management Department, Bulgaria. Post-doctoral researcher at Euricse. The project aims to investigate institutional equilibrium as an important determinant of institutional capital and a key condition for sustainability of government policy, institutional arrangements and performance of economic organizations. In order to achieve the project’s purpose, the research will compare government policy, institutional arrangements and the performance of the economic organizations (producers’ groups, cooperatives) in the agriculture and the food industry in Bulgaria (particularly South Eastern and Central planning regions) and in Italy.
Annual Report 2011/2012
Cooperative bank strategies for social-economic problem solving: supporting social enterprise Jacopo Sforzi, Italy. Post-doctoral researcher at Euricse. Jacopo Sforzi joined a research project that was started by Euricse together with the University of Almeria (Spain) and the International Institute of Social Studies (the Netherlands). The project seeks to explore the strategies utilized by credit cooperatives as they try to help and support social enterprises. The objective is to analyze and understand the financial needs of social enterprises and the role that cooperative banks have in satisfying them, thereby supporting social enterprises as they tackle social issues at the local level. The research activity unfolds in Italy, Spain and the Netherlands through case studies conducted at the regional level, so as to understand the very nature of social enterprises ‘from the grassroots’ and attempt to understand the impact of the financial institutions’ support on local communities.
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Projects funded by the EU
To learn more see Attachment 6: projects presented to the European Union from 2009 to date
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overview Euricse regularly monitors European and international sources of funding that promote topics of interest to the Institute through calls for applications, proposals and tenders. Regarding research projects, among the programmes of greatest interest to Euricse is the Seventh Framework Programme (FP7), one of the main tools through which the European Commission supports research and innovation in Europe. In particular, Euricse has participated in many Marie Curie Actions, aimed at encouraging the mobility of researchers around the world, and has presented various research projects as part of the Cooperation programme, which promotes subjects including Socio-Economic Sciences and Humanities. Given its broad spectrum of research topics and the “research-action” nature of many of the projects developed by Euricse, many of the Commission’s Directorate-General offer grants of potential interest to the Institute, including DG EuropeAid, DG Employment-Social Affairs and Inclusion (Euricse is involved in various PROGRESS projects) and DG Enterprise. In particular, a fruitful dialogue has been established with DG Enterprise, leading to the Directorate’s direct assignment of consultancies and other tasks. Euricse activities also qualify for support from structural funds, and specifically the European Social Fund, within which Euricse is currently receiving funding for an important training project. Considering Euricse’s commitment to training activities, another monitored source of funding is the Lifelong Learning Programme (LLP), coordinated by the DG Education and European Culture Commission, and dedicated to supporting the continuing education of researchers and personnel. Within this ambit, Euricse has participated in the Erasmus Mundus programme and some Leonardo projects.
RECOSET | Marie Curie Action - international research staff exchange scheme
INT.RE.COOP | International Research Exchange on Cooperatives
Coordinator: Euricse Partners: University of Trento, Italy; EMES European Research Network, Belgium; Faculty of Philosophy University of Belgrade – Institute for Sociological Research, Serbia; International Center for Agribusiness Research and Education, Armenia; Centre for Human Resources Development, Belarus; Socio-Economic Strategies and Partnerships, Ukraine. Funding stream: Marie Curie - IRSES
Coordinator: Euricse Partners: University of Liege (Belgium), University of Belgrade (Serbia), University of Almeria (Spain), ICARE (Armenia), ORACUL (Belarus), SESP (Ukraine), University of LaPlata (Argentina), University of San Paolo (Brazil), University of Santiago, Chile (Chile), University of Querétaro (Mexico), University of Missouri (USA), University of Saskatchewan (Canada), University of Wisconsin (USA) Funding stream: MARIE CURIE – IRSES
RECOSET aims to stimulate the creation of a network among research centres that are committed to studying cooperative and social enterprises in EU/AC and TC. Against the background of overcoming the lack of a common theoretical framework and empirical methodologies in this field, RECOSET promotes the exchange of researchers (both early-stage and experienced). Furthermore, given the goal of establishing lasting cooperation among the beneficiaries, the exchange of one staff member from Euricse specialized in networking activities is promoted.
Cooperative initiatives are flourishing in a variety of fields, both traditional and non traditional. The resilience of cooperatives has been widely acknowledged by policy and opinion makers, as well as international organizations. The year 2012 has been declared the International Year of Cooperatives by the UN, which is increasingly eager to understand if and how coopera-
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tives can have a role in tackling the dramatic consequences of the global crisis and reforming the system that has contributed to generating it. With the common aim of contributing to develop a comprehensive theoretical framework explaining the rationale of cooperatives, INT.RE.COOP will enlarge the Research Network established by RECOSET. The partners’ diverse research expertise (in economics; development studies; applied economics; sociology; law; management and business administration) and geographic specialization (EU/AC, CIS; North America; Latin America) will ensure that a multidisciplinary and international approach is adopted and comparative analyses across sectors and countries are carried out, given the goal of developing policy recommendations on how to support the growth of cooperatives where they show competitive advantages.
PACEISH | Production of habitability and conditions of effectiveness of social housing initiatives Researcher: Francesco Minora, post doctoral researcher at Euricse Funding stream: Marie Curie - COFUND Beginning in the nineteen eighties, there was a radical change in most countries’ housing policies, whereby community input in the development of residential neighbourhoods was considered indispensable. Some countries, such as the United States and the United Kingdom actually shaped their housing policies along this principle. In Europe today, this philosophy has evolved into what is called “social housing”, i.e. measures that aim at promoting social cohesion by operating within distressed social situations, with the direct involvement of civil society, integrating housing and social policies. The primary goal of this project is to apply the analysis of commons (which to date has only been applied to goods related to nature and the environment) to the area of housing issues.
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montenegro | Support to comprehensive rural development in Montenegro, through rehabilitation of the cooperative system Coodinator: Cooperatives Europe. Partners: Euricse, COSV, CECOP, UCM (Union of Cooperatives Montenegro), Ministery of Agriculture – Montenegro Funding stream: IPA 2008 The “Montenegro” project is part of the European Commission Programme IPA 2008 – supporting measures, which offers assistance to countries aspiring to join the European Union during the period 20072013. Assistance is provided on the basis of the European partnerships of the potential candidate countries and the Accession partnerships of the candidate countries, which means the Western Balkan countries and Turkey. The project has three main activities: legislative support with the preparation of general and other relevant sector-based laws on cooperative enterprises for rural development; capacity-building activities to be carried out through training for local partners; an awareness-raising campaign through workshops and working groups and participation of citizens involved in rural areas. The project will conclude in July 2012 with an international conference in Podgorica (Montenegro).
Annual Report 2011/2012
PROMETEUS | Promoting social economy in Romania through research, education and training at European standards Coordinator: Civil Society Development Foundation Partners: Euricse; Institul de Cercetare a Calitatii Vietii – ICCV; University of Bucharest, Faculty of Sociology; National Centre of Training in Statistics. Funding stream: European Social Fund (ESF) The project aims to promote the social economy in Romania (cooperatives and social enterprises) as an instrument for generating jobs, economic development and social inclusion. In the course of 2011, during the second year of the project’s implementation, Euricse hosted two study visits (one in February and one in June) from two groups of Romanian researchers and professionals. The study visits alternated theoretical and practical educational activities, with lessons held by researchers and lecturers and guided visits to Trentino’s cooperatives. Euricse hosted four researchers, who studied specific subjects linked to cooperatives and social enterprises. During their stay in Trento, the Euricse researchers provided the methodological tools necessary to develop research activities in Romania, with particular attention paid to both quantitative and qualitative methodology. Euricse researchers participated in two international conferences in Bucharest on future policies for the development and support of the social economy.
ARIADNE | The managerial guidance in Social Economy based on intrinsic skills, competences and values: commitment, behaviour and motivation Coordinator: Ecole Supérieure de Commerce et de Management de Tours-Poitiers (ESCEM) Partners: Euricse, Italy; HEC – Liege, Centre D’Economie Sociale, Belgium; MAC-Team, Belgium; Budapest Business School, Hungary; Open University, UK; CIRIEC France Funding stream: LLP – Leonardo Da Vinci Programme The project aims to develop a European framework for management training in the Social Economy based on training already carried out in the partner countries and tested in Hungary. The training will be tailored to specific country needs and contexts. In order to meet this objective, a competency model for managers in the social economy was developed, outlining the key skills, knowledge and behaviours specific to social economy managers. A general framework with training models was then developed to be used along with a country specificities guide to take into consideration the particularities of the social economy in each context. Each partner country will adapt the framework to their context and a pilot course will be carried out at Budapest Business School.
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Mobility and visiting scholars
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During 2011, various delegations and numerous visitors were hosted as part of several different activities and projects. Three senior researchers from outside Italy spent individual study periods of between 10 and 15 days at Euricse. • Professor Ann Hoyt, from the University of Wisconsin in the United States, has spent many years researching and developing training modules for consumer cooperatives. Recently she has become interested in the activities of cooperatives within a prison environment and so she visited various cooperatives for rehabilitating prisoners and former prisoners. • Professor Judith Harris, of the University of Winnipeg, Canada, is interested in the social economy, indigenous issues, participatory research methods and ownership and participation by workers and women. She visited various social cooperatives in Trentino in order to make a comparative study with examples from Winnipeg. • Professor Sangjin Hahn, from the University of Ulsan in South Korea, is interested in studying the Italian model of social cooperatives and the OCSE LEED programme, with a particular focus on training programmes for the elderly.
As part of mobility and knowledge-exchange projects, Euricse hosted: • Two Romanian delegations, one of practitioners and one of researchers, as part of a project funded by the European Social Fund, PROMETEUS. The project’s objective is the promotion of the social economy in Romania (cooperatives and social enterprises) as a tool for creating jobs, economic development and social inclusion. Euricse provided two training periods of one month each (in February and June) with lectures from researchers and collaborators from the Institute, and study visits to cooperatives in Trentino active in the relevant fields of interest. • Four young Romanian researchers, as part of the PROMETEUS project, for a month (October). The young researchers were supported by tutors from within Euricse and participated in lectures and guided visits to cooperatives. • Two delegations of Spanish practitioners in March and October as part of the EUROEMPLEO and APROA projects. These are two knowledge and know-how exchange projects within the field of managerial training for cooperative enterprises, particularly agricultural cooperatives. The participants attended lessons and toured Trentino’s leading agricultural cooperatives. • One Ukrainian researcher as part of the European mobility project Marie Curie – RECOSET. The project, through the exchange of junior and senior researchers between European and non-European countries, aims to help overcome the lack of solid theoretical foundations and standardized methodology in the study of cooperatives and social enterprises. The researcher was hosted by Euricse for two months and participated in research activities, lectures and visits to cooperatives.
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Publishing
OVERVIEW Euricse’s publishing activities are directed mainly at the diffusion of research results. Our publications are a product of studies carried out regarding cooperatives and social enterprises and our researchers publish at both the national and international levels. The objective is to provide a resource for those desiring an in-depth knowledge of the topic.
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To learn more see Attachment 2: complete list of publications 2011
Annual Report 2011/2012
Books
JEOD
Goglio, S., Alexopoulos, Y., eds, 2012, Financial Cooperatives and Local Development, Routledge, Borzaga, C. and Becchetti, L., 2011, The economics of social responsibility, Routledge. Borzaga, C. and Fazzi, L., 2011, Le imprese sociali, Carocci Borzaga, C. and Paini, F., 2011, Buon Lavoro. Le cooperative sociali in italia: storie, valori ed esperienze di imprese a misura di persona, Altreconomia Euricse, 2011, La cooperazione in Italia – 1° rapporto Euricse Euricse, 2011, Open book on Social Housing
working paper Series Euricse’s Working Paper Series collects scientific papers by researchers from around the world. It is multidisciplinary in nature, including papers by authors in the fields of economics, sociology, jurisprudence, history and political science. During 2011, 11 working papers were published and the series reached over 9,500 subscribers on Social Science Research Network (SSRN). Euricse working papers are among the top ranks in terms of numbers of downloads in their category.
Research reports In 2011 Euricse published six research reports, among which was the first report on “Cooperation in Italy”. The report, presented first in Trento in December 2011, lists and analyzes annual data from official data sources on financial, administrative, and economic aspects of every active cooperative in Italy.
During 2011 Euricse launched an international scientific journal, the Journal of Entrepreneurial and Organizational Diversity (JEOD), with a dedicated website (www.jeodonline.com), a prestigious Scientific Committee and Editorial Board, and the publication of the first editorial. It is a completely open access on-line refereed journal. The topic is of particular importance, given the recent financial crisis that has raised interest in organizational forms other than the traditional for-profit company. The area of focus of the journal includes all entrepreneurial forms, presenting both theoretical and empirical research in the fields of economics, sociology, political science and law. The approach is multidisciplinary and all articles will be subject to double-blind peer review. In order to make scholarly research as widely available as possible, the journal is published on-line in a free, openaccess format at jeodonline.com and also on SSRN, where we currently host a working paper series. Our goal is for this journal to become an important tool for the dissemination of research in this field, entering into the top ranks of international journals in 2-3 years. The journal has already been well received among the scientific community and a number of international experts (among them the late Elinor Ostrom, Nobel Prize winner in economics) have accepted the invitation to participate on the Scientific Committee and Editorial Board.
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Training
86%
employment rate six months after the end of the 2011 Master’s programme in management of social enterprises (Master GIS)
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150
Around 150 course attendees to date
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teachers, researchers and experts involved
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organizations involved in visits, internships and case studies
Annual Report 2011/2012
OVERVIEW Euricse’s training activities are mostly aimed at young graduates (through the Master’s programme in management of social enterprises), young researchers (with an international Summer School), managers and administrators of cooperative and social enterprises (with the second edition of the Specialization Course on Innovation in Cooperative and Social Enterprises, and through the future Executive courses). Additionally the training area seeks to provide a personalized and dedicated response to the educational needs of Euricse members, designing and implementing training activities for them. The philosophy that inspires the training area’s activities is the desire to transfer, publicize and add value to the knowledge produced in the research area, with the aim of making it a concrete and practical added value for the targets of the training courses. Additionally, during 2011 the training area was involved in two European projects (Ariadne –European training for Managers in the Social Economy, and PROMETEUS – Promoting social economy in Romania through research, education and training). Looking towards the future and Euricse’s desire to expand its training programmes, important steps have been taken with regards to conducting a feasibility study for the creation of a Business School specifically for cooperative and social enterprises. During 2012, this Business School will start to take shape with a pilot executive course at a national level.
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Training course for executives: Innovation in cooperatives and social enterprises
Master’s programme in management of social enterprises (Master GIS) Academic year 2010-2011 marks the 15th year of the Master GIS programme, organized in collaboration with the University of Trento. The current student body is composed of 14 students from the Trentino region, other parts of Italy, and from abroad (Brazil and Ukraine). The programme boasts a high percentage of students finding relevant work after graduation. In fact, 86% of graduates find employment within 6 months after concluding their studies and of these, 49% were offered a position with the organization where they conducted their internship while in the programme. In October 2011 the XVI edition of the Master GIS (academic year 2011-2012) was initiated with 15 recent graduates registered, mostly from Central and Northern Italy with two students deriving from outside Italy. The Master GIS was cited as a “best practice” by the European Economic and Social Commitee and appears in the Official Journal of the European Union number 218/1/12 n. 24/1.
The first edition came to a close during 2011. The participants were 31 executives and managers from cooperatives and federations in central-northern Italy. The success of this first edition has convinced the course’s organizers, Euricse and Aiccon, to plan a second one for 2012. Already 26 participants have been registered. During the course, entrepreneurial topics, processes and solutions were identified that can bring into focus and put into practice the processes considered today to be most innovative for cooperative and social enterprises. Particular attention was also paid to educational methodology. Alongside traditional lectures, more participatory styles of education were also tested, including positioning questionnaires, online workshops, themed dinners with for-profit entrepreneurs and analyses of case studies and best practices. The aim was to increase involvement and translate the concepts dealt with in the classroom into practice.
See the video of the 2011 edition (in Italian)
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Summer School 2011 and 2012 In 2011, Euricse provided support to the European Summer School on Social Economy (ESSE), organized by Aiccon and held in Bertinoro (province of ForlìCesena, Emilia-Romagna) in June. Additionally, two of Euricse’s researchers participated in the initiative. During 2011, Euricse began planning for the 2012 Summer School. The collaboration agreement with Aiccon was renewed, and another important collaboration with the EMES European Research Network, dedicated to social enterprise researchers and scholars, was launched. The next Summer School, “The Three SE Pillars: Social Entrepreneurship, Social Economy and Solidarity Economy”, will be held in July 2012 in Trento. For this initiative, Euricse will also be able to count on the collaboration of the University of Trento’s Economics Department, as well as support from the Fondazione Cariplo, the Autonomous Region of Trentino-Alto Adige and the Trento Tourist Office. Requests for participation have been received from 72 Ph.D. researchers from 32 countries around the world.
designed and organized, with the aim of training young cooperative members from the Treviso cooperative movement. The initiative saw the participation of 39 young managers, who were joined by around 20 cooperative presidents in a parallel course who were interested in the school’s progress and key topics. Finally, in 2011, Euricse supported the training course organized by its member Consorzio Nazionale CGM, dedicated to “Leadership in cooperative and social enterprises” and run in collaboration with Metalogos and Associazione Apeiron. The course will start in 2012 with 17 enrolees from cooperatives and nonprofit organizations from different regions of Northern Italy.
Business School and Executive Course Training activities for members The third edition of the AEGIS Advanced Training Programme in Administration and Management of Social Enterprises came to a close in 2011. Organized in collaboration with the Consorzio Universitario di Pordenone, the course was attended by 19 managers from cooperative and social enterprises, mostly from the Friuli-Venezia Giulia region, but with a significant number of participants also from Veneto and EmiliaRomagna. Another training activity held by Euricse in 2011 was for its member Confcooperative Treviso, for whom the first instalment of the “Managers’ School” was
Following a three-year experimental period, Euricse intends to systematize and further develop the training it offers, launching an international managerial training school guided by the values and characteristics of cooperative and social enterprises in Trento. During 2011, a mapping of the programmes offered by the 50 leading American and European business schools was completed. During 2012, once the feasibility study has been finished and verified, Euricse will proceed to explore and construct the network of institutional collaborations necessary to launch a project of such scope. Euricse intends to offer Executive Courses for managers from the cooperative movement starting in 2013 with the aim of suggesting innovative solutions for both the acquisition of strategic and entrepreneurial skills and to encourage an understanding of the main examples of cooperative success in Europe.
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Consulting
OVERVIEW Euricse’s consulting work is geared towards social and cooperative enterprises as well as public agencies at the local, national and international level. The main focus is social and cooperative enterprise management, including as it pertains to issues related to regulation and taxation, as well as the development and analysis of specialized legislation and public policies.
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Practitioner forums and policy In 2010 Euricse established, in collaboration with the Federation of Trentino Cooperatives, a series of Practitioner Forums (or Cantieri - Italian word that means “building yards”) organized by sector, in an effort to provide a service to its stakeholders and at the same time inform its research agenda by gathering first-hand knowledge on the issues that are central to the life of the cooperative movement. Euricse’s Practitioners Forums consist in a series of confidential meetings in which the representatives of cooperatives in each sector of activity can jointly identify and tackle key strategic issues for their sector. In addition to convening the meetings, Euricse facilitates the discussions and provides inputs that come from its own research activities or from its network of academic partners and experts. Three Practitioner Forums have been launched so far: one for agricultural cooperatives, one for credit cooperatives, and one for social, housing and construction cooperatives centred on the issue of affordable housing.
Agricultural practitionar forum The Agricultural Practitioner Forum was the first such forum to be launched, and it involves the presidents and directors of the leading agricultural cooperatives in Trentino (first and second level) in the winemaking, dairy and produce sectors. During a series of meetings held at Euricse in 2011, the forum dealt with various issues. 1. The drafting of two position papers on the specific nature of cooperative agriculture, to be used within the context of Common Agricultural Policy (CAP) reform. In particular, Euricse produced the document “La politica agricola comunitaria e il ruolo delle reti di impresa” (Common agricultural policy and the role of enterprise networks) on the issue of government aid, illustrating the reasons why big cooperative enterprises should not be equated with big conventional
businesses, and therefore should have access to the government aid currently reserved only for small or medium enterprises. The second document, “Mountain agriculture in the common agricultural policy”, drawn up as a complement to the Autonomous Province of Trento’s actions on the same front, was instead focused on the specific nature of mountain agriculture and the role of cooperative enterprises, particularly in producing social and environmental public goods. This work led to a first important result, which will have a direct impact in Trentino: first the European Parliament approved the Dess report last June, which stated that cooperatives should “be exempted from the provisions of Commission Recommendation 2003/61/EC regarding the non-eligibility of businesses exceeding specified SME thresholds for access to rural development funding and, in general, aid payments above a certain limit.” The European Commission then accepted this position in its proposed rural development regulation, in which the limit on access to investment measures for businesses that exceed the “small and medium enterprise” threshold was removed.
To learn more see
·· Mountain Agriculture and the Common Ag··
ricultural Policy. Position Paper on the CAP post-2013 The European common agricultural policy and the role of enterprise networks. Position Paper on CAP post 2013
2. The regulation of the withdrawal of membership in cooperatives, another important topic for cooperatives in Trentino. To tackle this subject, Euricse produced a report, later illustrated in detail to the Forum participants, on statutory autonomy for cooperatives in regulating this important aspect of their activity, as well as the advantages and disadvantages of more or less stringent restrictions on the entrance or exit of members. 3. The third issue is governance and it was tackled by analyzing the benefits and drawbacks of different administration and control systems for cooperatives in the context of current legislation.
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Credit cooperative practitioner forum
Social housing practitioner forum
The Credit Cooperative Practitioner Forum, which involves the leaders of the Federazione and Cassa Centrale Banca, as well as the directors and presidents of several cooperative banks, was opened at a delicate moment for Trentino’s cooperative banks. Market pressures are pushing for an increasing focus on efficiency and putting the principles that have always distinguished this type of bank to the test. To face up to these challenges, the Forum chose as its first objective the definition of a shared profile of what it means today to be a “good cooperative bank”, in order to then measure, as objectively as possible, the performance of Trentino’s cooperative banks compared to this ideal model.
The purpose of the Social Housing Practitioner Forum is to organize the various components of the cooperative world that can contribute to an integrated supply of affordable housing and social services, to meet the ever-growing slice of demand that cannot be satisfied by the public sector. In particular, the Forum sees itself as a collaboration between Euricse and the cooperative movement aimed at increasing the supply of highquality housing solutions for that segment of the Trentino population that cannot afford accommodation at market prices. The Forum involves the main cooperatives working in this field (CLA and Coopcasa) and has already started a process of collaboration with the public authorities (in particular the municipalities of Trento and Roverto) with the aim of identifying urban areas where integrated social housing projects can be started. Relating to this, Euricse has signed an agreement of understanding with the Municipality of Trento to carry out an analysis of the liveability conditions in the city of Trento and an initial mapping of possible intervention areas. The Forum is also working on drawing up a document that will bring into focus the specific nature and advantages of the cooperative model when applied to social housing production. To learn more:
The work has produced a system of indicators which allow each cooperative bank to have a succinct overview of its performance, not only from an economic and financial perspective, but also in terms of cooperative governance and the relationship with the local area and members. This innovative tool has already been included in the reports that the Federazione will make available to Trentino’s cooperative banks. The Forum’s work will now continue with an evaluation of the Trentino cooperative credit system to identify possible growth and rationalization strategies.
See also Social Housing Open Book
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Appeal on the importance of cooperative banks for Europe’s economic recovery and growth The document, signed by over 170 scholars from across Europe, including Romano Prodi and Sir Partha Dasgupta, addresses the new regulatory measures for the EU financial system.
Over 170 scholars from all over Europe signed an Appeal to European authorities concerning the new regulatory measures for the EU financial system, asking regulators to pay more attention “to the role of cooperative banks in Europe’s economic recovery.” The Appeal was sent by Carlo Borzaga, president of Euricse, to all the European Union heads of state and government, to the EU governing bodies, and to the European banking authorities on the occasion of the European Cooperative week. The document, which highlights the specificities of cooperative banks and their key role in supporting small and medium enterprises, was originally presented in March 2012 at the Euricse conference “Promoting the Understanding of Cooperatives for a Better World,” and is signed by, among others, former Italian Prime Minister and former president of the European Commission Romano Prodi and by University of Cambridge and London School of Economics professor Sir Partha Dasgupta.
To learn more read the press releases
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Events and communications
OVERVIEW The events organized by Euricse are intended to promote study and research on cooperative and social enterprises, as well as non-profit organizations more generally. Seminars and conferences enhance academic and scientific communication from an international and multidisciplinary perspective. They promote the cultural and professional growth of social and cooperative entrepreneurs as well as of the managers and administrators of those organizations. The contact between researchers, professionals, stakeholders and the community allows Euricse to create opportunities for in-depth exploration of the roles of social enterprise and its impact on economic and social development, accompanying its growth and improving its effectiveness, confronting issues of national and international relevance and following principles of openness and collaboration.
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Seminars In 2011, Euricse organized the following seminars
January 31st 2011 Cooperative law in Europe: main findings of the European Cooperative Society (SCE) project (2009-2010) with Antonio Fici, scientific coordinator of the SCE project and professor at the University of Molise
February 3rd 2011 Cooperative movement in Bulgaria: development, challenges and opportunities with Darina Zaimova, post-doctoral researcher at Euricse and lecturer at the University of Trakia in Bulgaria
February 16th 2011 Exploring dimensions of Canadian social enterprises with François Brouard, instructor and director of the Sprott Centre for Social Enterprises (Canada)
February 22nd 2011 The urban commons: expanding our understanding of the social economy with Judith Harris, University of Winnipeg (Canada)
March 31st 2011 Users’ cooperatives in Italy and Europe with Pier Angelo Mori and Francesca Spinicci, University of Florence
April 19th 2011 Managing social services in new affordable housing models with presentations from Maurizio Trabuio and Giordana Ferri May 17th 2011 Legitimacy in actions. Symbolic management in social enterprises with Antonino Vaccaro, IESE Business School (Spain) June 5th 2011 Water: public, private or......? The third way for water with Claudio De Vincenti, Ugo Mattei and Pier Angelo Mori October 10th 2011 Variety in organizational forms and theory of enterprise with Mario Morroni, University of Pisa December 6th 2011 Presentation of the first national report on cooperatives with the participation of Maurizio Carpita, Michele Andreaus, Giuliano Poletti, Diego Schelfi and Carlo Borzaga
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Conferences and meetings June 9 -10 2011 International Conference on Cooperative finance and sustainable development The most significant event organized by Euricse during 2011 was the second international conference on the subject of cooperative finance and sustainable development. The aim of the conference, held in Trento on 9 and 10 June, was to evaluate the role and philosophy of cooperative finance in light of the financial crisis that began in 2007 and the subsequent crisis in the real sector. A methodological decision was made to avoid organizing the conference with a large number of papers in parallel sessions. Instead, only plenary sessions were held, reducing the quantity of papers and giving ample space to discussion. The aim was to stimulate interaction between participants and the exchange of ideas. Additionally, the session chairs summarized and organized the results in a final session with a general discussion. In addition to the presentation and discussion of papers, the conference also included talks by Alessandro Azzi, the president of Federcasse, and a representative from the European Association of Cooperative Banks (EACB), Elisa Bevilacqua.
July 21-23 2011 Simposium Australia-Italia Over the last year Euricse and the University of Sydney (Cooperative Research Group) have been organizing a joint research programme entitled “Advancing the Co-operative Movement in Australia and Italy”. The first joint symposium was held at Sydney University in February 2010 in the presence of an Italian delegation from Euricse. The development of the project has called for the organization of a new symposium of researchers studying cooperative firms that was held in summer 2011. Ten Euricse researchers and eight researchers and experts from the Australian cooperative movement participated in this symposium. The work, that took place over three days, concentrated on the diverse economic sectors in which cooperatives are active in Italy and Australia and on the organization of the cooperative movement in general in the two countries.
October 7th 2011 Advisory Board Meeting Euricse’s Advisory Board met in October 2011 with the objectives of examining the scientific activities carried out by Euricse in its first years of existence and discussing the research strategy for the coming years. The Advisory Board is made up of some of the highest regarded scholars in the cooperative sector at the international level, including Partha Dasgupta, Stefano Zamagni, Jacques Defourny and Alban D’Amours.
To learn more See the evaluation note from the Advisory Board
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Websites Euricse’s interactive and dynamic website, Euricse.eu, is intended to promote and support all the Institute’s activities. The website is conceived as a repository of knowledge (documents, working papers, books, articles) specialized in cooperative and social enterprise and related fields. As well as a communication tool, the website has been designed to encourage the creation of a community of researchers who participate actively in the scientific debate fostered by Euricse. The website was given an overhaul in 2011, making the navigation more intuitive and the platform even easier to use. The new style helps further promote the Institute’s activities, as the latest publications, research projects and news, as well as upcoming events, are now visible from the home page. The website has become the main channel for circulating multimedia material about the most relevant issues for the sector emerging from current affairs and the scientific debate and about public policy initiatives at a local, national and international level. The new platform was launched in September 2011 and receives an average of 400 visitors a day. In 2011, Euricse acquired the website socialcapital-
gateway. The website covers a much broader range of issues than just social capital; it involves all social disciplines, in particular: associations, human capital, social cohesion, competitiveness, cooperation, economic growth, social economy, family, trust, social interaction, social isolation, social norms, social policies, poverty and marginalization, social networks, nonprofit industry, economic and social development, community development, and volunteering. An average of 3,000 people per day visit this website, for a total of more than 7 million visits since 2003. The site is linked as a useful resource on hundreds of social science research institute sites worldwide, including universities like Harvard and Johns Hopkins, international organizations (World Bank), academic associations (e.g. American Economic Association and Regional Studies Association), civil society organizations, and personal websites and blogs of researchers worldwide. This network of connections assures a very high ranking on Google and high traceability on other search engines.
News Desk News Desk is an integrated activity recently launched by Euricse. It involves the preparation and circulation of multimedia material on the most relevant issues for the sector emerging from current affairs and the scientific debate and on public policy initiatives at a local, national and international level.
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Index > events & communications
2012
INTERNATIONAL YEAR OF COOPERATIVES
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Stories.coop: a global digital campaign Over a billion people in the world are members of cooperatives, a type of enterprise that at a global level produces more than 100 million jobs, 20 percent more than multinationals, according to International Co-operative Alliance (ICA) statistics. These significant figures are often not given full consideration within the global economic discourse, perhaps because of the local nature of many cooperatives, broken up into a myriad of different experiences, divided by cultural barriers and geographic distances. “The statistics tell part of the story. Now it’s time to tell the rest.” With this slogan, Euricse, in collaboration with the ICA, launched the online Stories.coop initiative, a kind of virtual international diary in which the story of a different cooperative—written, filmed or photographed—will be told every day in 2012, from 1 January on. Registration is open to any cooperative that wants to share its story. The stories are all published in English, to reach as many corners of the planet as possible,
Visit the website
and will provide 366 unique examples of cooperative culture around the world. They will offer much more than statistics, vividly describing first-person experiences, challenges faced and problems solved. Stories. coop is relying on the enthralling power of the story to produce a lively and up-to-date portrait of cooperation. This is a different way to show the world that the cooperative model works, that it can be adapted to different countries and cultures and that its formula for defeating poverty and inequality has simple but innovative roots. Stories.coop was launched in 2012 on the occasion of the United Nations’ declaration of 2012 as the International Year of Cooperatives. This is an opportunity for the cooperative world to raise its profile, to share experiences and to become aware of how it is united towards a single goal and with a single message, while still maintaining a wealth of variety. Euricse and the ICA’s initiative will be an additional tool towards these goals.
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Venice 2012
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The conference “Promoting the understanding of cooperatives for a better world” organized by Euricse, the International Co-operative Alliance (ICA) and the Alliance of Italian Cooperatives on the occasion of the UN International Year of Cooperatives was held in March 2012 in Venice. The two-day conference featured over 50 speakers from around the world debating issues connected to the cooperative world. The participants also signed an appeal asking the European Union’s governments to pay greater attention to the importance of cooperative banks to economic recovery. In order to cope with the economic and social crisis, “in the future we will have to ask for help from the cooperative world. Not just in the social services, but also in the reorganization of labour, taking inspiration from this alternative model.” So said Romano Prodi, Italy’s former Prime Minister and the ex-president of the European Commission, opening the international conference. Prodi delved further into the state of the
global economy and the imbalance in the distribution of employment, concluding regretfully that “the inclusivity of the cooperative system and its positive changes to the employment model run up against a lack of responses and courage from the political leadership.” The need to change the dominant model was confirmed by Sir Partha Dasgupta, Professor Emeritus of Economics at the University of Cambridge. In his speech introducing the conference, he spoke about the economic and social costs of the prevailing economic system: “What allows big retailers and multinationals to have economies of scale is that we are not paying the real costs of the inputs, like resources and
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manpower. In the end our children and our grandchildren will have to pay.” The sentiment behind the conference title, “Promoting the understanding of cooperatives for a better world”, is proving more important than ever, given the current shifts in global economic equilibriums dictated by the crisis. To debate these highly topical issues, over 200 people came to San Servolo Island in Venice to participate in the conference, including economics experts and cooperative representatives from 27 different countries. The international relevance of the conference was also emphasized by Len Wardle, president of Co-operatives UK, who presented some very important figures, appropriate given the conference’s focus on economics: “The 300 biggest cooperatives in the world are worth 1.6 trillion dollars alone,” he said. “That’s a tricky number to write.” They have a certain weight, in other words, which will allow the cooperative world to launch itself into the future with a very specific demand: “Let’s ask if this year the cooperative world will be allowed to help build a sustainable world, break down the wall of poverty in rural zones and export the
cooperative model to more new areas and emerging economies.” The conclusions of the conference therefore “greatly re-evaluate the cooperative model, from both an economic and a social perspective”, and belie many of the limits considered to be typical to cooperatives. Though often considered to be systematically less efficient than other forms of businesses, it was shown that cooperatives are not confined to specific sectors, are not only small enterprises and are not less capitalized than shareholder companies. Cooperatives tend to maintain higher employment levels than other firms in times of crisis, and to increase employment levels in expansion phases. Euricse’s research staff is working on a comprehensive summary document based on the contributions of the keynote speakers and enriched with the outcomes of the related discussion sessions, which we will be published soon. Once completed by the authors, the conference papers will be published in JEOD –Journal of Entrepreneurial and Organizational Diversity.
To learn more
Read the final declaration
Read the press releases 1
Read the press releases 2
See the foto report
Watch the interviews
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Networking
OVERVIEW During 2011, Euricse has been engaged in an intense level of networking, aimed at increasing the Institute’s visibility and prestige at a national and international level and at strengthening its partnerships with universities and research centres around the world. The main objectives have been the creation of a network of researchers, the circulation of research results and the search for new sources of funding.
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Relationships and collaborations Euricse conducts most of its research activities in collaboration with universities and research institutes both inside and outside Italy. Attachment 4 lists all of the Institute’s academic partnerships and collaborations. Below is a summary of the main relationships with public institutions or institutions involved in the cooperative movement, at both a national and international level.
Relationships with national institutions One tres ued
of Euricse’s priorities is to encourage contact and cooperation with research cenand organizations in the sector at a national level. In 2011, the Institute contincollaborating with many Italian universities and organizations in the sector, including:
Euricse also began new collaborations this year with the following:
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Relationships with international institutes In 2011, Euricse strengthened its collaboration with several research networks involved in studying cooperatives and social enterprises at a European level and entered into a series of collaboration agreements with universities and institutes outside of Italy. • With the International Co-operative Alliance (ICA), Euricse signed a new Memorandum of Understanding in June 2011 relating to the World Co-operative Monitor and Stories.coop projects. Euricse also worked closely with the ICA to prepare activities for 2012 (International Year of Cooperatives), in particular the international conference held in Venice on 15 and 16 March, 2012. • During 2011, Euricse strengthened its collaboration with Cooperatives Europe, the ICA’s regional European structure, with the objective of working together to promote the cooperative model to European institutions. • Starting in 2010, Euricse began a collaboration with the International Labour Organization (ILO) on the topic of social entrepreneurship and local development. During 2011, Euricse contributed towards the publication of the 2011 Reader, Social and Solidarity Economy: Our Common Road towards Decent Work (ITC of ILO, ISBN 978-92-9049-609-0), writing the sixth chapter, entitled “Social Enterprises and Decent Work”.
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• Euricse collaborated with the European Association of Cooperative Banks on the organization of the international conference, “Cooperative finance and sustainable development”. • Euricse is a member of EMES, a European network that joins together research centres and individual researchers working on topics concerning social enterprises and third-sector organizations in different European and non-European countries. As well as producing multidisciplinary studies, EMES also supports training projects and organizes international conferences and seminars. • In March 2010, Euricse signed an agreement of understanding with the University of Ambo (Institute of Development Studies, Department of Cooperatives) in Ethiopia. The document laid the foundations for a series of different collaboration activities, ranging from the joint development of research projects to the mobility of students and researchers. This initial document was followed in 2011 by the signing of an agreement of understanding that set out in more detail the parameters of collaboration between the two organizations.
Annual Report 2011/2012
Relationships with European institutions In 2011, many meetings were held with representatives from European institutions and many initiatives were organized to help the European scientific community develop a cohesive position towards EU policies on relevant subjects at the centre of the political debate, such as social innovation and social business.
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Budget
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Income Euricse’s activities are supported by the following sources of income:
1. Membership dues Membership dues (more than 80 members, divided into three categories: institutional, ordinary and associate). These annual contributions add to the Institute’s financial assets, amounting to 2.009.964,00 Euros as of 31/12/2011, that is divided into 2 components:
30%
• an endowment fund that remains invested (357.448 Euros) • a fund for the implementation of activities (1.652.516 Euros) During 2011, 238.248,80 Euros were utilized from the activities fund, equal to 12% of total costs. Euricse is also able to utilize resources saved from previous years and destined to future activities. During 2011 further funds amounting to 354.624,20 Euros were withdrawn from this fund, equal to 18% of total costs.
2. external sources
32%
Financing from external sources (private entities, national and international agencies) in the form of grants or contracts (either direct or competitive) related to research, training, or consulting activities carried out by Euricse. In 2011 this income amounted to €645.625,81, equal to 32% of the Institute’s total costs.
3. autonomous province of trento
38%
Contribution from the Autonomous Province of Trento in accordance with the threeyear (2011-2013) programmatic agreement: 1.1. with total financing over the three years of 2.000.000,00 Euros, dedicated to the implementation of the “Reseach Programme”; 1.2. with total financing over the three years of 470.000,00 Euros, dedicated to the implementation by Euricse of “Training activities and promotion of the cooperative culture”. In 2011 the income received from the Autonomous Province of Trento to cover the abovementioned activities totalled 756.667,00 Euros, equal to 38% of the Institute’s total costs.
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2011 resources by funding source Activities fund
€ 238.248,80
12%
Withdrawal from activities fund (previous years’ surplus)
€ 354.624,20
18%
Autonomous Province of Trento
€ 756.667,00
38%
Research activities income
€ 318.360,23
16%
Income from activities to support and promote research
€ 120.050,85
6%
€ 40.701,00
2%
€ 140.166,00
7%
€ 26.347,73
1%
Promotions and consulting income Training income Other sources Total
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€ 1.995.165,81
Annual Report 2011/2012
Expenditures Research activities
€ 815.994,82
41%
Dissemination
€ 421.558,19
21%
Training and Consulting
€ 202.767,51
10%
Fixed structural costs
€ 293.563,31
15%
Administrative and Institutional
€ 261.281,98
13%
Total
€ 1.995.165,81
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Governance
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The governing bodies of the Institute The President is elected by the Board of Institutional Members based on a nomination by the Rector of the University of Trento. The President convenes and presides over the Board of Institutional Members, the Steering Committee and the Management Committee and is the legal representative of the Foundation. The Board of Institutional Members is composed of the legal representatives of the Institutional Members or their delegates. The Board decides on: matters concerning change to the Statute; dissolution of the Foundation; and appointment of the President, Vice President, members of the Management Committee, and members of the Advisory Board. The Steering Committee consists of representatives from all the Institutional and Ordinary Members and performs the general function of exercising direction and control over the centre’s activities. In particular, it is responsible for decisions regarding approval of multi-year planning documents, appointment of the Board of Auditors, and approval of the proposed and actual budgets. The Management Committee is composed of the President and three to eight members elected by the Board of Institutional Members. The tasks of this Committee include: deciding on matters concerning the activities of Euricse in pursuit of its aims, deliberating on the admission of new members on the basis of the regulations approved by the Steering Committee, defining the organization’s structure, deliberating on any
action concerning assets and financial matters, and appointing a Scientific Committee. The current composition of the Management Committee is as follows: - President Carlo Borzaga - Vice President Diego Schelfi - CEO Gianluca Salvatori - Management Committee Members: Michele Odorizzi, Felice Scalvini, Eleonora Stenico. Walter Bruni, Sergio Bettotti, The Board of Auditors is composed of three members nominated by the Steering Committee. The Board is responsible for supervision of Euricse’s administrative management, as well as compliance with the law and with the Statute. The current composition of the Board of Auditors is as follows: - President Pompeo Viganò - Board of Auditors Members Andrea Giovanardi, Giovanni Nicolussi The Advisory Board serves to ensure that the activities undertaken by the Institute are consistent with its statutory purposes and of an adequate scientific quality. In particular, the Steering Committee relies on the Advisory Board for advice concerning the research to be undertaken or promoted by Euricse, and to validate the results obtained. The current composition of the Advisory Board is as follows: - Sir Partha Dasgupta, Frank Ramsey Professor of Economics and Fellow of St. Johns College - University of Cambridge - Jacques Defourny, Full Professor at the University of Liėge - Stefano Zamagni, Full Professor at the University of Bologna - Alban D’Amours, Mouvement Desjardins
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> governance
Staff President and CEO
Carlo Borzaga
Coordinator
Gianluca Salvatori
Riccardo Bodini
Research
Chiara Carini
Sara Depedri
Antonio Fici
Barbara Franchini
Fabio Sabatini
Jacopo Sforzi
Chiara Strano
Flaviano Zandonai
training
Ilana Bodini
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Paolo Fontana
Giulia Galera
Francesco Minora
Annual Report 2011/2012
Administration
Federica Silvestri
Francesca Tomasi
Communications and Events
Aleksandra Bobic
Collaborators
Luca Bettarelli
Michele Boglioni
Chiara Perini
Alex Rigotti
Marianna Sorrentino
Interns
Adriano Cataldo
Caterina Mori
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> governance
Institutional structure Euricse is characterised by Italian law as an associational foundation. It has the legal status of a private nonprofit and operates with full statutory and management autonomy. The Institute has three types of membership.
Institutional members The Institutional Members are the founders of the Institute and they guarantee its continuity.
Cassa Rurale Centrofiemme Cavalese Cassa Rurale d’Anaunia Cassa Rurale della Valle dei Laghi
Cooperatives Europe
Cassa Rurale di Brentonico
Federazione Trentina della Cooperazione
Cassa Rurale di Caldonazzo
Fondazione Cassa di Risparmio di Trento e Rovereto
Cassa Rurale di Fiemme
Provincia Autonoma di Trento Università degli Studi di Trento
Cassa Rurale di Giovo Cassa Rurale di Isera Cassa Rurale di Lavis Cassa Rurale di Ledro
Ordinary members Ordinary Members are public or private entities sharing the purpose and objectives of the Institute that contribute resources to the Institute‘s assets.
Cassa Rurale di Levico Terme Cassa Rurale di Lizzana Cassa Rurale di Mezzocorona
ACLI
Cassa Rurale di Mezzolombardo e S. Michele all’Adige
Ass.ne Nonprofit Network
Cassa Rurale di Mori-Val di Gresta
C.C.S. Consorzio Cooperative Sociali Società Cooperativa Sociale Consortile
Cassa Rurale di Pergine
Cantina Sociale di Avio s.c.a.
Cassa Rurale di Rabbi e Caldes
Cassa Centrale Casse Rurali
Cassa Rurale di Roncegno
Cassa Rurale Aldeno e Cadine
Cassa Rurale di Roverè della Luna
Cassa Rurale Alta Val di Sole e Pejo
Cassa Rurale di Rovereto
Cassa Rurale Alta Vallagarina
Cassa Rurale di Spiazzo e Javrè
Cassa Rurale Alto Garda
Cassa Rurale di Strembo, Bocenago e Caderzone
Cassa Rurale Bassa Anaunia
Cassa Rurale di Tassullo e Nanno
Cassa Rurale Bassa Vallagarina
Cassa Rurale di Trento
Cassa Rurale Bassa Valsugana
Cassa Rurale di Tuenno - Val di Non
Cassa Rurale Centro Valsugana
Cassa Rurale Olle-Samone-Scurelle
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Cassa Rurale di Pinzolo
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Cassa Rurale Pinetana, Fornace e Seregnano Cassa Rurale Val di Fassa e Agordino
Associate members Associate members are public or private entities interested in contributing to Euricse’s activities.
Cassa Rurale Valli di Primiero e Vanoi CMB Società Cooperativa Muratori e Braccianti di carpi
Cassa Rurale di Castello Tesino
Comune di Trento
Kinè
Con.Solida. Consorzio Cooperativo Sociale
Koperattivi Malta
Confcooperative - Federazione Provinciale di Treviso
Le Coste
Consorzio In Concerto coop. soc.
Computer Learning
Mandacarù onlus Scs
Consorzio Lavoro Ambiente Consorzio Nazionale della Cooperazione di Solidarietà Sociale Gino Mattarelli CGM Consorzio SolCo Città Aperta
How can you become a member? To become a member, complete the membership application and send it to the Management Committee.
Consorzio Universitario di Pordenone Cooperfidi S.C. Coordinamento Nazionale dei Centri di Servizio per il Volontariato - CSV.net
The Foundation can also be supported by: - Funding annual or multi-year scholarships and/or research grants for young researchers.
Famiglia Cooperativa Cavalese Federazione Provinciale Scuole Materne Federsolidarietà - Alto Adige
- Commissioning and/or contributing to the development of research projects, training courses or events promoted and run by Euricse.
FINRECO Fondazione Cassa di Risparmio di Bolzano
- Making a donation or sponsoring an activity.
Fondazione Catis Fondazione Hounsing Sociale Fondazione Italiana Scuole Materne Informatica Bancaria Trentina IRECOOP Veneto Mezzacorona sca Opera Universitaria Phoenix Informatica Bancaria SpA Promocoop Trentina SpA Risto3 SAIT Società Cooperativa Sol.Co. Verona START
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Attachments
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Attachment 1 (pg 72) Evaluation note on Euricse’s research activities by the Euricse Advisory Board Attachment 2 (pg 75) List of publications 2011 Attachment 3 (pg 79) Conference and seminar participation Attachment 4 (pg 81) Collaborations and academic partnerships Attachment 5 (pg 82) Project funding applications
Attachment 6 (pg 83) Projects presented to the European Union from 2009 to date
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Attachment 1 Evaluation note on Euricse’s research activities by the Euricse Advisory Board Euricse Advisory Board On the 7th of October, 2011, the Euricse Advisory Board met at the Euricse Offices in Trento. The Advisory Board members in attendance were: Jacques Defourny (University of Liège), Alban D’Amours (Desjardins Group), Stefano Zamagni (University of Bologna). Prior to the meeting, the Euricse staff had provided a detailed report of the scientific production of the Institute over the past two years. The meeting was dedicated to a comprehensive presentation of the organization’s main activities, focusing in particular on the six research areas, followed by a discussion with the Advisory Board members. Based on the discussion at the meeting and on a careful review of the written report previously submitted, the Advisory Board provided the following evaluation of the research activities of the Institute.
General comments The Advisory Board (A.B.) expresses overall appreciation for the work done. The A.B. noticed the substantial fulfillment of Euricse’s overall project, which was presented at the previous meeting, as well as the reception and application of the suggestions provided by the A.B. on that occasion. In particular, the A.B. appreciates Euricse’s research work focused on the analysis and identification of the essential characteristics of the cooperative and social enterprise models. The Social Business School project in particular is deemed of great value; if accomplished, it could contribute to meeting the growing and so far unfulfilled training demand in the field of cooperative and social enterprises.
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Individual comments
Prof. Alban D’Amours Mr. D’Amours also expresses his appreciation of the work done. Euricse’s capacity to maintain high research standards is regarded as a success; he considers of utmost importance the maintenance of top level standards and especially the focus on Ph.D. students. Concerning the future, Euricse can be – in his opinion - ambitious, considering what has been achieved over the last two to three years. Moreover, it is clear that Euricse has the capacity to develop these ambitious projects and reach its goals. He also highlighted that the advice given by the A.B. in the previous meeting has been followed. According to Mr. D’Amours, what Euricse does for the cooperative movement is marvelous. In fact, there are many people that would like to work in the context of cooperatives, but they don’t know anything about it. Euricse’s role is particularly relevant because the cooperative model needs new knowledge, which is not comparable with what is needed by the conventional business sector. Another issue pointed out by Mr. D’Amours is that the cooperative movement needs to be recognized; he encouraged Euricse to work in order to identify the core characteristics that are shared by all cooperatives. D’Amours emphasized that regulatory bodies too often refuse to consider the cooperative model as different and alternative to the dominant business model; they often argue that the existence of a variety of cooperative models prevents this. Therefore, the identification of common features is a crucial aspect, which can contribute to convincing policy-makers that cooperatives are a very important asset. In this respect, Euricse’s work is regarded as extremely helpful.
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Prof. Jacques Defourny Professor Defourny considers what Euricse has achieved over the last two years impressive. In his opinion, a huge amount of work has been carried out so far. Particularly impressive are – in his view - the launching of the Euricse Working Paper Series on SSRN and the Social Capital Gateway Website. Further, Professor Defourny appreciates the considerable number of research-lines/projects and grants obtained. Moreover, a great achievement is the considerable visibility and participation of Euricse in the public debate (the need to enter the debate was suggested by the A.B. in the previous meeting).
Prof. Stefano Zamagni Professor Zamagni shares the opinion of the two other members about the outstanding results achieved by Euricse. When talking about cooperative models, he underlined how the right to diversity – as a crucial human right – has been traditionally associated with the personal and political spheres. This crucial right has never been considered with respect to the economic sphere. In his opinion, diversity represents the new direction, given the inability of the actual capitalistic system to give employment to all people of working age. The only possible solution is the establishment of a pluralistic economic system. Structural reasons thus explain the need for cooperatives. Regarding the Social Business School, Professor Zamagni considers this project as a green light for young people who are interested in starting a career in the cooperative and social enterprise fields. As far as JEOD is concerned, Professor Zamagni suggested that a trans-disciplinary approach (and not simply an interdisciplinary approach) should be adopted, with the possibility of publishing thematic issues with the collaboration of guest editors.
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Attachment 2 List of publications 2011 ·· Borzaga, C., Becchetti, L., 2011, The economics of social responsibility, Routledge.
·· Borzaga, C., Fazzi, L., 2011, L’impresa sociale, Carocci.
·· Borzaga, C., Galera, G., 2011, “Social enterprises and decent work”, in Aa.Vv., The Reader 2011. Social and solidarity economy: Our common road towards decent work, ITC of ILO, Torino, pp. 89-100.
·· Borzaga, C., Ianes, A., 2011, “Il sistema di imprese della cooperazione sociale. Origini e sviluppo dei consorzi di cooperative sociali”, Euricse Working Papers Series, n. 14/11.
·· Borzaga, C., Paini, F., 2011, Buon Lavoro. Le cooperative sociali in Italia: storie, valori ed esperienze di imprese a misura di persona, Altreconomia.
·· Borzaga, C., 2011, “Introduzione” in P. Venturi, S. Rago (eds.), Verso l’economia del ben-essere, Valbonesi, pp. 55-58.
·· Borzaga, C., 2011, “La cooperazione sociale”, in Aa.Vv. (ed.), ItalianiEuropei, Editrice Solarsi, pp. 8185.
·· Borzaga, C., 2011, “Introduzione” alla Seconda Sessione, in Venturi, P., Rago, S. (eds.), Verso l’economia del ben-essere”, Valbonesi, pp. 55-58.
·· Borzaga, C., 2011, “Prefazione”, in Ianes, A., Le cooperative, Carocci Editore, Roma, pp. 7-8.
·· Borzaga, C., Depedri, S., Tortia, E.C., 2011, “Organizational variety in market economies and the role of cooperative and social enterprises: A plea for economic pluralism” in Journal of Cooperative Studies, v. 44, n. 1, pp. 19-30.
·· Borzaga, C., Depedri, S., Tortia, E.C., 2011, “Diversité des organisations dans les economies de marché et role des coopératives et des entreprises sociales: Paidoyer en faveur d’un pluralisme économique” in Revue Internationale de L’Économie Sociale, v. 2011, n. 321, pp. 32-49.
·· Carini, C., Carpita, M., Costa, E., Andreaus, M., 2011, “La cooperazione sociale in Italia: un’overview [Social cooperatives in Italy: an overview]”, Atti Colloquio Scientifico IRIS Network, Milano (Italia) 20–21 May 2011.
·· Carini, C., Costa, E., Carpita, M., Andreaus, M., 2011, “The Italian social cooperatives in the 2008: A portrait using descriptive and principal component analysis”, EMES Conferences Selected Papers Series, ECSP-R11-06.
·· Carini C., Costa E., Carpita M., Andreaus M., 2011, “Social cooperatives: An Italian portrait through PCA analysis”, 3rd EMES International Research Conference on Social Enterprise “Social innovation through social entrepreneurship in civil society”, 4-7 July 2011, Roskilde University, Roskilde (Denmark).
·· Catturani, I., Trento, S., 2011, “Profit versus non profit: A third way? The case of the Italian mutual cooperative banks”, in Rivista di Politica Economica, vol. 7-9, pp. 83-112.
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·· Costa, E., 2011, “Social reporting practices in Italian social enterprises. A partial failure?”, 8th Spanish Conference on Social and Environmental Accounting Research (Spanish CSEAR 2011) July 21-22, 2011, University of Burgos, Burgos (Spain), paper available on CD Multimedia.
·· Costa, E., 2011, “Telling the story of the Italian social enterprises. Implications for social and environmental accounting studies”, Proceedings of the International Workshop on Accounting for Cooperatives, Valencia, Spain, 29-30 September 2011, paper available on CD Multimedia.
·· Costa, E., Andreaus, M., Carini C., Carpita M., 2012, “Exploring the efficiency of Italian social cooperatives by descriptive and principal component analysis”, Service Business, vol. 6, Issue 1, pp. 117-136.
·· Costa E., Carini, C., 2011, “La consistenza della cooperazione sociale”, in Venturi, P. and Zandonai, F. (eds.). L’impresa sociale in Italia. Pluralità di modelli e contributi alla ripresa, Diabasis ed., Reggio Emilia, pp. 143-158.
·· Costa, E., Pesci, C., 2011, “Does standardization improve the quality of corporate social reporting? Empirical evidence from CBs in Italy”, 8th Spanish Conference on Social and Environmental Accounting Research (Spanish CSEAR 2011) July 21-22, 2011, University of Burgos, Burgos (Spain), paper available on CD Multimedia.
·· Costa, E., Pesci, C., Ramus, T., (forthcoming), “Cooperative Banks (CBs) as a source of local development: Accountability experiences in Italy”, in Arena P., Cardillo E. (eds.), Social and environmental accounting. Research advances and new perspectives, Aracne Editrice, Roma.
·· Depedri, S., 2011, “Does part-time mean partsatisfaction?”, in Addabbo T., Solinas G. (eds.), Non standard employment and quality of work. The case of Italy, Springer Verlag – AIEL series volume III.
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·· Depedri, S., 2012, Coop e la partecipazione sociale nell’anno europeo del volontariato: una realtà, una motivazione, Euricse, Research report presenting research results, January 2012.
·· Euricse, 2011, La cooperazione in Italia – First Euricse report, published on Euricse’s website: http://Euricse.eu/it/node/1868
·· Euricse, 2011, Social Housing Open Book, http:// Euricse.eu/it/node/1834
·· Euricse, Federcasse, EACB, 2011, Conference proceedings, 2nd Euricse International Conference on Cooperative Finance and Sustainable Development, Trento, 9-10 June 2011.
·· Fajardo, G., Fici, A., Henry, H., Hiez, D., Munkner, H.H., Snaith, I., 2012, “New Study Group on European Cooperative Law: “Principles” Project”, Euricse Working Papers Series, n. 24/12.
·· Fici, A., 2012, “Cooperative identity and the law”, Euricse Working Papers Series, n. 23/12
·· Giagnocavo, C., Fernández Revuelta, L., Galera, G., Sforzi, J., Gomez, G., 2011, “Cooperative/alternative bank strategies for social-economic problem solving: Supporting social enterprise” 3er Congreso Internacional de Investigación en Economía Social de CIRIEC-La Economía Social, pilar de un nuevo modelo de desarrollo económico sostenible, Valladolid (Spain), 6 April 2011.
·· Goglio, S., Alexopoulos, Y. (eds.), 2012, Financial cooperatives and local development, Routledge.
·· Laraburre, M., Vieta, M., Schugurensky, D., 2011, “The ‘new cooperativism’ in Latin America: Workerrecuperated enterprises and socialist production units”, Studies in the Education of Adults special issue on Social Movement Learning and Education: A Contemporary Re-examination, vol. 43, issue 2 (Autumn 2011), pp. 181-196.
Annual Report 2011/2012
·· Minora, F., 2011, “Abitare l’Italia. Territori, economie, disuguaglianze. Note a margine della XI conferenza SIU”, Sentieri Urbani, n. 5, pp. 74–75.
·· Minora, F., 2011, “L’abitabilità come un bene comune: considerazioni generali e ipotesi specifiche”, Paradoxa, n. 4.
·· Mori, P.A., Spinicci, F., 2011, Le cooperative di utenza in Italia e in Europa, report published on Euricse’s website.
and Agricultural Economics. vol. 3(9), pp. 448–462, 12 September, 2011.
·· Zaimova, D., 2011, “Measuring the economic efficiency of Italian agricultural enterprises”, Euricse Working Papers Series n. 18/11.
·· Zaimova, D., 2011, Cooperative models in the agricultural sector: Development perspectives and solutions across Europe (Italy and Bulgaria), LAP LAMBERT Academic Publishing.
·· Ochanda, R.M, Challa, B.G, Wamalwa, H., 2011, “Effectiveness of street youth integration in East Africa”, Postmodern Openings Journal, Editura Lumen, Department of Economics, vol. 6 June, pp. 57-75.
·· Sabatini, F., 2011, “The relationship between happiness and health: Evidence from Italy”, Journal of Happiness Studies.
·· Sabatini, F., 2012, “Who trusts Berlusconi? An econometric analysis of the role of television in the political arena”, Kyklos, 65 (1), pp. 110-130.
·· Sforzi, J., 2011, “Social innovation and local development: the role of credit cooperative banks in Trentino (Italy)”, EMES Conference Selected Papers Series, ECSP-R11-08.
·· Spinicci, F., 2011, “New perspectives for consumer cooperatives in public services”, EMES Conferences Selected Papers Series, ECSP-R11-10.
·· Spinicci, F., 2011, La cooperazione di utenza in Italia: casi studio, report published on Euricse’s website.
·· Spinicci, F., 2011, Le cooperative di utenza in USA, report published on Euricse’s website.
·· Zaimova, D., 2011, “Institutional incentives and economic aspects of industrial relationships in the Italian agricultural sector”, Journal of Development
Awaiting publication or submitted to journals
·· Atzeni, M., Vieta, M., 2013, “Self-management, decision-making, and structure”, in Parker, M., Chenney, G., Fournier, V., Land, C. (eds.), The Routledge Companion to alternative organization, Routledge, London, (in progress).
·· Costa, E., Carini, C. “La consistenza della cooperazione sociale” in Venturi, P., Zandonai, F. (eds.), L’impresa sociale in Italia - Pluralità dei modelli e contributo alla ripresa (publication forthcoming).
·· Costa, E., Pesci, C., Andreaus, M., 2012, “From one bottom line to the triple bottom line in NPOs. Some evidence from CBs”, Target journal Financial Reporting - Bilancio, controlli e comunicazione d’azienda.
·· Costa, E., Pesci, C., Andreaus, M., 2012, “How can graphs and images improve the disclosure in CSR? some results from Cbs”, Target journal tbd.
·· Costa, E., Pesci, C., Andreaus, M., Taufer E., 2011, “An analysis of the indicators and the use of sectorial standard in Corporate Social Reporting. Empirical evidence from Cooperative Banks in Italy” (submitted to journal).
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·· Galera, G., Vladislav, V. (eds.), 2012, “Addressing community needs by means of social enterprises. Lessons from Italy, Poland, Ukraine and Belarus” (in submission phase).
·· Galera, G., and Zandonai, F. (eds.), article in the book, Rapporto IRIS Network: “Una lettura istituzionale dell’evoluzione in ambito internazionale” (publication forthcoming).
·· Giovannini, M., 2011, “Social enterprises for development as buen vivir” submitted to the international review Journal of Enterprising Communities.
·· Mauriello, D., Carini, C., “Il quadro d’insieme e le tendenze dell’evoluzione recente”, in Venturi P., Zandonai F. (eds.), L’impresa sociale in Italia - Pluralità dei modelli e contributo alla ripresa (publication forthcoming).
·· Modena, F., Sabatini, F., 2012, “Do cooperative enterprises build social capital among workers?”, mimeo.
·· Ochanda, R.M., two articles submitted to international journals: “Human rights within the context of deepening Integration of the East African Community (EAC)”, East African Journal of Humanities and Social Sciences (EAJHS); “The contributions of civil society actors in crisis response in Africa: A comparative case study of Chad and Kenya”, Journal of East African Studies (JEAS).
·· Vieta, M., 2012, “From managed employees to self-managed workers: The social innovations of Argentina’s worker-recuperated enterprises”, in Atzeni, M. (ed.), Alternative work organizations, Houndmills, Basingstoke, UK, Palgrave Macmillan, (forthcoming).
·· Vieta, M., Laraburre, M., Schugurensky, D., 2012, “Social businesses in Argentina and Venezuela”, in Quarter, J., Mook, L., Ryan, S. (eds.), Businesses with a difference: Balancing the social and the
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economic, Toronto, University of Toronto Press, pp. 113-155.
Euricse Working Papers published in 2011
·· WP 022|11 Cooperation in Trentino Over 120 Years of Transformation (Spanish and Italian). Gianluca Salvatori
·· WP 021|11 Cooperative and Social Enterprises in the New Paradigm: Why in Europe Facts Run Counter to Ideology (Spanish and Italian). Gianluca Salvatori
·· WP 020|11 Cooperatives in the Education Field: Scope of the Phenomenon and the Role of Social Cooperatives (Italian), Flaviano Zandonai
·· WP 019|11 Resources for the Development of Social Enterprises: An Analysis from the ‘Donne & Lavoro’ Contest (Italian). Carlo Borzaga, Chiara Strano, Flaviano Zandonai
·· WP 018|11 Measuring the economic efficiency of Italian agricultural enterprises. Darina Zaimova
·· WP 017|11 What differences does a century make? Considering some crises in the international cooperative movement, 1900 and 2000. Ian MacPherson
·· WP 016|11 Cooperative credit network: advantages and challenges in italian cooperative credit banks. Mitja Stefancic
·· WP 015|11 Capital formation in new cooperatives in China: policy and practice. Li Zhao
·· WP 014|11 Networking Among Social Cooperatives: Origins and Development of Consortia (Italian). Carlo Borzaga, Alberto Ianes
Annual Report 2011/2012
Attachment 3 Conference and seminar participation ·· February 2011, lecture at “Diplomado en Gobernabilidad y desarrollo local” organized in collaboration with the University Francisco de Paula Santander, the University of Pamplona and the Governant of the Governo del Dipartimento Norte de Santander - Colombia.
·· March 2011, “Le cooperative di utenza in Italia e in Europa”, Federazione Trentina della Cooperazione, 31 March 2011, Trento.
·· May 2011, participation in the “Forum of the committee of the regions - Social innovation: European vision, local action”, 10 May 2011, Brussels - Belgium.
·· May
May 2011, Trento.
·· June 2011, “Acqua: pubblica, privata o...? La terza via dell’acqua”, Faculty of Law, Aula Magna, Festival of Economics, 5 June 2011, Trento.
·· June 2011, presentation at “La gestione immobiliare e sociale del social housing”, seminar at EIREExpo Italia Real Estate 2011, 8 June 2011.
·· June 2011, “Cooperation in a changing economy. The role of collective innovation and Social Entrepreneurship, CASC (Canadian Association for Studies in Co-operation) Annual Meeting”, 1–3 June 2011, New Brunswick (Canada).
2011, “Colloquio scientifico annuale sull’impresa sociale di Iris Network – quinta edizione”, Milano, 20–21 May 2011.
·· July 2011, “3rd EMES International Research Confer-
·· May 2011, “International Conference Eawop (Euro-
·· July 2011, “8th Spanish Conference on Social and
pean association of work and organizational psychologists) with presentation of “Incentives, motivations, and job satisfaction. Emprical evidence in Italian social cooperatives” Maastricht.
·· May 2011, “Moscow, Cooperatives Europe’s European Conference”, 31 May 2011.
·· May 2011, Seminar organized by Euricse at the Federazione Trentina della Cooperazione entitled “Il management simbolico nelle imprese sociali”, 17
ence on Social Enterprise”, 4–7 July 2011, Roskilde (Denmark).
Environmental Accounting Research (Spanish CSEAR 2011)”, 21–22 July 2011, Burgos (Spain).
·· August 2011, “ICA Global Research Conference 2011 New Opportunities for Co-operatives”, 24–27 August 2011, Mikkeli (Finland).
·· September 2011, VI Congreso Rules Coop “Soluciones de la Economía Social y Solidaria a un Mundo en Crisis”,7-9 September 2011, San Gil, Santander – Colombia.
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·· September 2011, “International Social Innovation Research Conference”, London South Bank University, 12-13 September 2011, London (UK).
·· September 2011: “Modelo de intercooperación e integración de las cooperativas de Trento”, Talk at Asocoph convention, Neiva - Colombia.
·· September 2011, “9° Workshop sull’impresa sociale. Strumenti per decidere e azioni di management simbolico”, 15-16 September 2011, Riva del Garda, Trento.
·· September 2011, “International Workshop on Accounting for Cooperatives”, hosted by Centre for Research in Business Management/Centro de Investigación en Gestión de Empresas, Universidad Politécnica de Valencia (UPV), 29–30 September 2011, Valencia (Spain).
·· September 2011, “UK CSEAR Conference on Social and Environmental Accounting Research”, 7-9 September 2011, St. Andrews (Scotland).
·· October 2011, “Conferenza CEFEC: Lavoro, dignità e responsabilità sociale”, 5–7 October 2011, Merano (Italy).
·· October 2011, “National Social Forum”, promoted by the Minister of Labour and the Belarus Social Protection in collaboration with Belarus non-governmental organizations (presentation on the evolutionary dynamics of social enterprises by Giulia Galera), 24–25 October 2011, Gomel (Belarus).
·· October 2011, Workshop “Occupazione fragile e occupazione svantaggiata”, withing the “giornate CGM - Il sociale non è un’impresa da poco”, 7 October 2011, Milano (Italy).
·· October 2011, International Year of Cooperatives official launch at the United Nations, New York - USA.
·· October 2011, “Gestione sociale, criticità e definizione dei processi che coinvolgono i residenti” Urban Promo Torino, organized by Fondazione Housing Sociale and Legacoop, 14 october, 2011.
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·· November 2011, ICA Launch of International Year of Cooperatives, 14-18 novemb November 2011, Cancun, Mexico.
·· November 2011, “IARIW-OECD Conference on Economic Security, 22–23 November 2011, Paris (France).
·· November 2011, Workshop on “La cooperazione sociale di inserimento lavorativo”, during “Settimana provinciale delle Solidarietà”, 10 November 2011, Udine (Italy).
·· November 2011 project presentation during “Measuring Co-operative Performance and Impact Symposium sponsored by the ICA committee on Cooperative Research” during the ICA Assembly, 14-18 November 2011, Cancun (Mexico).
·· December 2011, “SIDE - ISLE 2011 - Seventh Annual Conference”, Società Italiana di Diritto ed Economia, 16-17 December 2011, Torino (Italy).
·· December 2011, “Tavolo Strategico”, 8 December 2011, Podgorica (Montenegro).
·· January 2012, participation in “Workshop on Cooperative Models for Sustainable Development”, Ambo University, Institute of Cooperatives and Development Studies (ICDS), Ambo - Ethiopia.
·· February 2012, Seminar in Bologna (Italy), organized by ANCC.
·· February 2012, “Doing Well and Doing Good Conference”, IESE Business School, Barcelona, Spain. Panel discussion “Is CSR still a Valuable Strategy? A discussion of Corporate Social Responsibility and its Role in Business Strategy”, 24–25 February 2012, Barcelona (Spain).
Annual Report 2011/2012
Attachment 4 Collaborations and academic partnerships Universities & research centers outside Italy University of Essex (UK) University of Lièges (Belgium)
Italian universities and research centers Università Cattolica del Sacro Cuore
Ambo University (Ethiopia) Universidad Javeriana (Colombia)
University of Bari
Universidad EAFIT (Colombia) University of Almeria (Spain)
University of Bologna
University of Athens (Greece) Trakia University (Bulgaria) Burgos University (Spain) University of Belgrade (Serbia) Erasmus University (Nederland)
University of Brescia
University of Firenze
Université de Grenoble (France) Freie Universität zu Berlin (Germany)
Università del Molise
Sheffield Hallam University (UK) Carleton University (UK)
University of Napoli “Federico II”
Open University (UK) BFG – Budapest Business School (Hungary) ESCEM – School of Business and Management Paris (France) EMES
University of Parma
University of Roma “Tor Vergata”
CIRIEC University of Leicester (UK) University of Sydney (Australia) McGill University (Canada) University of Winnipeg (Canada)
University of Roma “La Sapienza”
University of Siena
University of Bucharest (Romania) University of Francisco de Paula Santander (Colombia)
University of Torino
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Attachment 5 Project funding applications
In addition to European projects, in 2011 Euricse applied to the Fondazione Caritro for funding for three projects. The project descriptions and the results are summarized in the following table:
Funder
Type of grant
Project title
Project leader
Partner 1
Partner 2
Outcome
Grant for research projects in humanities, law and social sciences
The third way for local public services: capacities and limitations of users’ cooperatives
Euricse
University of Florence
Fondazione Barberini
Positive Project funded
Fondazione Cassa di Risparmio di Trento e Rovereto
Grant for research projects in humanities, law and social sciences
Regulation, effectiveness and stability: challenges for cooperative banks and application in Trentino
Department of Economic Sciences and Mathematical Methods, University of Bari “Aldo Moro”
Department of Economics, University of Trento
Euricse
Positive Project funded
Fondazione Cassa di Risparmio di Trento e Rovereto
Grant for scholarships/ funding for young postdoc researchers
Local banks and enterprises: future prospects in light of Basel 3
Researcher: Giovanni Pesce
Fondazione Cassa di Risparmio di Trento e Rovereto
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Negative Project not funded
Annual Report 2011/2012
Attachment 6 Projects presented to the European Union from 2009 to date EU funded project 2009-2012
Programme
Description
Euricse’s role
Tender DG ENT
SCE – Ultimate objective of the project (now concluded) was to verify the implementation of Regulation 1435/2003. A census of European cooperative societies was made and recommendations provided to the Commission on possible modifications and improvements that could make the regulation more effective.
Coordinator
MARIE CURIE IRSES 7FP
RECOSET – The currently on-going project aims to create a network of research centres interested in studying cooperatives and social enterprises in eastern countries (Armenia, Belarus, Ukraine) and Europe/associated countries (Italy, Belgium, Serbia).
Coordinator
ARIADNE – The objective of the currently on-going project is to develop a European training programme for managers in the social economy.
Partner
ESF ROMANIA
PROMETEUS – Currently on-going, this is a research/promotion project aimed at transferring knowledge about social enterprises to partner research centres/universities in Romania. The project involves a training period for researchers at Euricse and a programme of study visits.
Partner
IPA 2008 Montenegro
The project’s main objective is to propose a legal model for cooperative enterprises and at the same time to raise awareness among operators in the sector about the “cooperative enterprise” tool as a driving force for rural development.
Partner
LEONARDO EACEA
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Marie Curie Action/incoming Cofund Trentino
Euricse supported the presentation of a young researcher’s post-doc project. The project, entitled “Production of liveability and effective conditions in social housing interventions”, was funded and will be carried out during the course of the 2011-2013 period. The project’s main aim is to extend the reflection on the commons to a specific field of research, namely housing, which has still not been sufficiently explored by the literature.
Partner
EU/CANADA EACEA
EU/CANADA – The project’s objective is to create a “Civil Society Educational Network” involving Canada and Europe with the aim of strengthening the skills of students and researchers interested in occupations in civil society organizations or social enterprises.
Partner
MARIE CURIE IRSES 7FP
INT.RE.COOP – The project’s objective is to expand the research network created through the RECOSET project. The different geographic and thematic specializations in the research of the involved partners will guarantee an international and multidisciplinary approach and will allow the development of comparative analyses involving different sectors and countries, with the aim of producing policy recommendations on how to support the growth of cooperatives.
Coordinator
EU projects under evaluation 2011 - 2012
Programme
Description
Euricse’s role
DG EMPL PROGRESS
The objective of the WIN project is to theorize and test innovative forms of public-private collaboration (for-profit and non-profit) in job placement.
Partner
DG ENV - LIFE +
The CoRES project concerns the management of renewable energy, in particular the production of electricity through the installation of solar panels, and the use of cooperative enterprise forms for the distribution and management of the produced energy.
Partner
The EASE & SEE project has the objective of creating suitable conditions for the launch of examples of social entrepreneurship in south-eastern European countries, particularly through the use of the social enterprise form.
Partner
The CoopCampus project proposes to increase the “ethical competences” of cooperative members.
Partner
SOUTH EAST EUROPE TRANSNATIONAL PROGRAMME
LEONARDO EACEA
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CREDITS
Attribution 3.0 you are free to share and to remix, you must attribute the work Contents Euricse Staff Graphic Design VitaminaStudio.it Photo Credits R. Magrone, L. Viesi Printing completed in July 2012
An nu al rep ort
2011/2012
University of Trento Via San Giovanni, 36 38122 Trento Italy T. +39 0461 282289 F. +39 0461 282294 info@Euricse.eu www.Euricse.eu