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

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

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

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

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

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

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

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

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

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

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

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

13. Thank you for your attention