European Research Institute on Cooperative and Social

Transcript

European Research Institute
on Cooperative and Social Enterprises
An
nu
al
rep
ort
2011/2012
new knowledge
for a new paradigm
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
2
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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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
5
Index > research
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.
6
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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Index > research
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
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.
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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Index > research
Area
2
Size and main
characteristics
of cooperative
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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Outputs
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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Index > research
Data warehouse
Coordinator: Maurizio Carpita, University of Brescia
Researcher: Chiara Carini
Consultants: Michele Andreaus, Ericka Costa
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
Researchers: Chiara Carini, Alex Rigotti
Consultants: Michele Andreaus, Ericka Costa
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.
The impact of cooperation
on the Italian economy
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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Index > research
Area
3
The impact of cooperative
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.
14
Outputs
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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Index > research
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
Cooperative finance
and sustainable development
Coordinator: Silvio Goglio, University of Trento
Researchers: Yiorgos Alexopoulos, Jacopo Sforzi,
Giovanni Pesce
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.
16
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
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
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
Researcher: Sara Depedri
Collaborator: Michele Boglioni
Partner: Federsolidarietà Alto Adige
Coordinator: Giulia Galera, Euricse
Researchers: Silvia Gadda, Luca Bettarelli, Nina Kolaeva
Partners: EMES European Research Network; University of Trento; ICARE (Armenia); Oracul (Belarus); SESPS
(Ukraine); University of Belgrade – Institute for Social
Sciences (Serbia).
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.
17
Index > research
Area
4
Legal frameworks
and policies supporting
cooperative
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.
18
Outputs
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
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.
19
Index > research
Area
5
International models
of cooperative
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.
20
Cooperative models worldwide
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
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.
21
Index > research
Area
6
Management
and governance
of cooperative
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.
22
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
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
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.
23
Index > research
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).
24
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.
25
Index > research
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.
26
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.
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
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
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.
27
Index > research
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.
28
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.
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.
29
Index > research
Projects funded
by the EU
To learn more
see Attachment 6:
projects presented to the
European Union from
2009 to date
30
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-
31
Index > research
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.
32
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).
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.
33
Index > research
Mobility and
visiting scholars
34
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.
35
Index > research
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.
36
To learn more see
Attachment 2:
complete list
of publications 2011
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.
37
Index
Training
86%
employment rate six
months after the end of the
2011 Master’s programme
in management of social
enterprises (Master GIS)
38
150
Around 150 course
attendees to date
40
teachers, researchers
and experts involved
200
organizations involved in
visits, internships and case
studies
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.
39
Index > training
Training course for executives:
Innovation in cooperatives
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)
40
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.
41
Index
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.
42
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.
43
Index
> consulting
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
44
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
45
Index
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.
46
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
47
Index > events & communications
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
48
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.
49
2012
INTERNATIONAL YEAR OF COOPERATIVES
50
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.
51
Venice 2012
52
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
53
54
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
55
Index
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.
56
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:
57
Index > networking
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”.
58
• 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.
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.
59
Index
Budget
60
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.
61
Index > budget
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
62
€ 1.995.165,81
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
63
Index
Governance
64
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
65
Index
> 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
66
Paolo
Fontana
Giulia
Galera
Francesco
Minora
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
67
Index
> 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
68
Cassa Rurale di Pinzolo
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
69
Index
Attachments
70
Attachment 1 (pg 72)
Evaluation note on Euricse’s
research activities by the Euricse
Advisory Board
List of publications 2011
Conference
and seminar participation
Collaborations
and academic partnerships
Project funding applications
Projects presented
to the European Union
from 2009 to date
71
Index > attachments
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.
72
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.
73
Index > attachments
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.
74
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.
75
Index > attachments
·· 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.
76
·· 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.
·· 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).
77
Index > attachments
·· 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
78
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
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.
79
Index > attachments
·· 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.
80
·· 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).
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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Index > attachments
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
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
Rovereto
82
Negative
Project not
funded
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
83
Index > attachments
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
84
CREDITS
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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 [email protected] www.Euricse.eu

European Research Institute on Cooperative and Social

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