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AN NU AL REP OR T 2011/2012 European Research Institute on Cooperative and Social Enterprises

Euricse | Annual Report 2011/2012 EN

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Page 1: Euricse | Annual Report 2011/2012 EN

AnnuAl

report

2011/2012

European Research Instituteon Cooperative and Social Enterprises

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new knowledgefor a new paradigm

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Index

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AnnuAl RepoRt 2011/2012

I.D.

1

nAmeEuricse – European Research Institute on Cooperative and Social Enterprises

Founding membersEuricse was founded in 2008 by Cooperatives Eu-rope, the Federation of Trentino Cooperatives, the Trento and Rovereto Bank Foundation, the Autono-mous Province of Trento and the University of Trento.

missionEuricse’s mission is to promote knowledge, develop-ment, 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 ac-tivities directed toward and in partnership with both the scholarly community and practitioners, including primarily theoretical and applied research and train-ing, we address issues of national and international interest to this sector, favouring openness and col-laboration.

ActivitiesEuricse 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 non-profit 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.

6 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 oFFiceTrento – 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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cArlo borzAgAPRESIdEnT

giAnlucA sAlvAtoriCEO

letter

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AnnuAl RepoRt 2011/2012

Euricse carries out research and training

on issues relating to cooperative and

social enterprises. Our activity is aca-

demic in origin, but we are increasingly

engaged in applied research. Our objective is to

contribute to promoting and developing coop-

erative and social enterprise models, in the con-

text of the current transformations taking place

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

according to a conception of intellectual work

as a critical contribution to action. The histori-

cal phase that we are currently experiencing

offers a double challenge. Traditional catego-

ries of interpretation are no longer sufficient to

decipher what is happening, and action models

must be profoundly reconsidered.

These days, cooperative and social enterprises

find themselves facing a new scenario which

requires a convergence of research efforts and

shared strategies. In recent decades, our soci-

eties have been guided by the conviction that

only big corporations are worthy of considera-

tion. This approach has meant that other busi-

ness forms, including cooperatives, have been

shelved as exceptions or relics from the past,

entirely marginal and destined for extinction.

But the current situation is in fact demonstrat-

ing that pluralism in business models is the best

way to confront the profound global economic

crisis, and that cooperative and social enterpris-

es are a fundamental part of this pluralism.

This is regularly borne out by the analysis and

research we conduct at Euricse. The problem is

not a lack of ideas and formulas that are able

to cope with this new context. Rather, it is that

every school of thought that does not recognize

the uncontested power of markets has been rel-

egated to the margins. In our work at Euricse,

we have realized just how much the interna-

tional cooperative movement can bring to this

debate. Cooperatives, mutuals and social en-

terprises are different examples of this plural-

ism and show the possibility of an economy not

governed exclusively by the utilitarian logic of

monetary exchange.

The promotion of economic develop-

ment centred on the social dimension

must remain the focus of our work, us-

ing community ties and civic ethics as

a starting point in order to fill the gap between

the state and the market. The “broken society” is

not a natural destiny but the result of a political

and economic design. Cooperative and social

enterprises show that an alternative is possible,

and it involves returning to thinking and acting

in terms of equality and social justice. We are

coming out of a long period dominated by what

has been aptly called “egonomics”, an economy

based on the individual. We have seen its fail-

ures and we are counting the costs. The demand

emerging today is for “weconomics”, an econo-

my of us, an economy that respects and values

the social dimension. The structural advantage

of cooperative and social enterprises is that

they have always proposed this approach. It’s in

their dnA. The evolving nature of cooperation is

one of the main reasons for the model’s extraor-

dinary longevity and vitality. now it is up to us

to take another step towards this evolution. This

is the task that Euricse has given itself, at the

service of the cooperative movement.

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Research

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overvieWEuricse 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

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area1

6

The economic and social role of cooperative and social enterprises: theoretical interpretations and empirical analysis

AreA coordinAtorCarlo Borzaga, University of Trento

overvieWThis 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 entrepre-neurial 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 com-mon 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 neo-classic economic theory to self-interest as the main motivation in decision-making.

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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

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.

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., 2011Le imprese sociali,Carocci

outputsmain results | area 1

books articles Reports

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contributing to the understAnding oF cooperAtive And sociAl enterprises through institutionAl And behAviourAl theory

coordinator: Carlo Borzaga, University of Trento researchers: Sara depedri, Alessandro Fedele, Raf-faele Miniaci, Ermanno Tortiacollaborator: Giuliano Trenti status of the project: in progresspartners: University of Brescia, University of Trento,Pares

The objective of the project is the creation of a new theoretical framework concerning the variety of en-trepreneurial forms existing and developing in market economies. The new approach devotes particular at-tention 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 motiva-tions and organizations over time. The research pro-ject combines theoretical explanations with empirical analyses and experimental designs, with special inter-est for workers in cooperative and social enterprises.

users’ cooperAtives in public services:A compArAtive study

coordinator: Pier Angelo Mori, University of Florenceresearcher: Francesca Spiniccicollaborators: nicola doni, davide di Laureastatus of the project: in progresspartners: Barberini Foundation

The main goal of this research project is to investi-gate 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 previ-ously 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

have been integrated by empirical research through questionnaires. Concerning the other countries stud-ied, 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 cooperAtionin the AgriculturAl sector in itAly

coordinator: Riccardo Bodiniresearchers: Sara depedri, Chiara Carinistatus of the project: completedpartners: InEA (Istituto nazionale di Economia Agrar-ia/ 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 num-ber, size and location of agricultural social coopera-tives, 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 Observa-tory, 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.

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processes oF diFFerentiAtion And innovAtion in sociAl enterprises

coordinator: Luca Fazzi, University of Trento researchers: Michele Mosca, Sara depedricollaborators: 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 complet-ed. The dataset derived from this research includes 400 cases, representative of the sector in terms of their geographical distribution, type (social coopera-tive 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 internation-al level in the upcoming months.

(ANSA) - ROME, NOV 1632% of Italian social cooperatives are growing, a much higher rate than non-co-operative firms. This is one of the findings of a research project carried out by the Eu-ropean Research Institute on Cooperative and Social Enterprises (Euricse), and pre-sented 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 employ-ees, with radical transformations occur-ring even in terms of innovation. Indeed, according to a poll carried out among 400 managers of social cooperatives belong-ing 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 in-novative processes they adopted. Of the cooperatives that innovate, 38% devel-oped 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 spend-ing, 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 inno-vation” perspective many organizations experimented new solutions for service provision, ranging from light healthcare to family support, from urban revitalization to social tourism and economic develop-ment.

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area2

10

Size and main characteristicsof cooperativeand social enterprisesin Italy and Europe

AreA coordinAtorMaurizio Carpita, University of Brescia

overvieWnotwithstanding the growing economic and social importance of cooperatives and social enterprises, there is still very little informa-tion available to track their impact on the economy and job mar-ket, 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 eco-nomic 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 Ob-servatory on Cooperatives.

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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.

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.

outputsmain results | area 2

Data warehouse books

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dAtA WArehouse

coordinator: Maurizio Carpita, University of Brescia researcher: Chiara Cariniconsultants: Michele Andreaus, Ericka Costastatus of the project: in progress

The data warehouse aims at collecting, organizing and analyzing statistical data relating to cooperatives at the national and European levels, through a collabo-rative 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 publica-tion 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 ware-house is the Bureau Van dijk’s Aida database, which was complemented with public archives. The project relies in particular on the official Chamber of Com-merce’s Business Register and the regional rolls of so-cial cooperatives, which were used to verify and com-plete the data. In December 2011 the first edition of the Official Report on Cooperation in Italy (“La cooper-azione in Italia – 1° Rapporto Euricse”) was published.

WORld CO-OpERAtiVE MONitOR

coordinator: Maurizio Carpita, University of Brescia researchers: Chiara Carini, Alex Rigotticonsultants: Michele Andreaus, Ericka Costastatus of the project: in progress

This project, launched by the International Co-oper-ative 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 im-portance 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 avail-able at www.global300.coop. Euricse has joined this project, offering a collabora-tion that seeks to improve the methodology and to re-fine the scientific foundations of the project by work-ing 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.

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the impAct oF cooperAtionon the itAliAn economy

coordinator: Maurizio Carpita, University of Brescia researcher: Eddi Fontanaristatus 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 struc-tured around the macroeconomic variables needed to conduct an input/output analysis (gross production, intermediate consumption, value added and employ-ee income). This data will be used to create a “satellite account” (including cooperatives and their subsidiar-ies) of the cooperative sector at the national level.

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area3

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The impact of cooperative and social enterpriseson economic development and the creationof social capital

AreA coordinAtorSilvio Goglio, University of Trento

overvieWThis area intends to measure the impact of cooperative and social enterprises on economic and social development and the contri-butions 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 enterpris-es has not been adequately investigated, either from a theoretical or empirical standpoint. Therefore, this area aims to analyse the ca-pacity for social enterprises and cooperatives to support economic development, create new employment opportunities and stimulate the acquisition of social capital.

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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.

outputsmain results | area 3

book articles

GoGlio, S., AlexopouloS

FinAnciAl cooperAtiveS And locAl developmentRoutledge

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cooperAtive FinAnceAnd sustAinAble development

coordinator: Silvio Goglio, University of Trento researchers: Yiorgos Alexopoulos, Jacopo Sforzi,Giovanni Pescestatus of the project: in progress, started in 2010 partners: University of Athens (Greece), University of Bari (Italy), University of Vaasa (Finland), Federcasse (Italy)

The main goal of this research project is to provide an advanced theoretical framework that connects local finance, and more particularly cooperative finance, to sustainable local development.The project is divided into two sub-projects. The first aims, on the one hand, at understanding the historical significance and potential impact of cooperative cred-it on local development; on the other, at evaluating or-ganizational, governance and values development as compared to its economic and financial progression in the world. The main focus is on the ability of coopera-tive 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 de-veloped in three countries (Italy, the netherlands and Spain) through a collection of case studies.

the role oF the cooperAtive sectorin the AccumulAtion oF sociAl cApitAl

coordinator: Fabio Sabatini, “La Sapienza”University of Rome researchers: Francesca Modena, Beatrice Vallinestatus of the project: in progress, started in 2010

This research project focuses on the role of the coop-erative sector in offering an explanation for the excep-tional 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 pro-vide 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 ac-cumulation of social capital? c) do cooperatives play a role in determining economic performance, develop-ment and well-being? The analyses rely on data col-lected through interviews with 1,000 people living in the Province of Trento.

politics And Actions For Work integrAtion. An AnAlysis oF the role And economic And sociAl iMpACt Of B-typE COOpERAtiVES

coordinator: Carlo Borzaga, University of Trento researcher: Sara depedricollaborator: Beatrice Valline status of the project: conclusopartner: 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 there-fore solve an important social and economic problem that increasingly afflicts the community. The research particularly aimed to analyze work integration in the

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Province of Trento, investigating the economic and social benefits generated by the presence of type-B social cooperatives and by local policies with specific reference to the Trento Agenzia di Lavoro’s Action 9.

Two reports were produced as a result of the research. They will be published in book form during 2012. The research also produced analytical datasets based on the data.

everyone Working is good For everyone: Work integrAtion in the province oF bolzAno

coordinator: Carlo Borzaga, University of Trento researcher: Sara depedricollaborator: Michele Boglionistatus of the project: in progresspartner: Federsolidarietà Alto Adige

The research project, run in partnership with Feder-solidarietà Alto Adige, is funded as part of a FSE – Au-tonomous 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 pre-liminary 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.

the contribution oF cooperAtive And sociAl ENtERpRiSES tO SOCiO-ECONOMiC dEVElOpMENt in trAnsition countries

coordinator: Giulia Galera, Euricseresearchers: Silvia Gadda, Luca Bettarelli, nina Kolae-vastatus of the project: in progresspartners: EMES European Research network; Univer-sity of Trento; ICARE (Armenia); Oracul (Belarus); SESPS (Ukraine); University of Belgrade – Institute for Social Sciences (Serbia). status of the project: in progress, started in 2010

The project’s starting point is the “Study on promot-ing the role of social enterprises in Central and East-ern 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, Macedo-nia, 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.

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area4 Legal frameworksand policies supporting cooperativeand social enterprises

AreA coordinAtorAntonio Fici, University of Molise

overvieWThis research area aims to analyze and compare the regulation of cooperative and social enterprises in Europe, with regard both to substantial and organizational law, and to tax-, competition-, state aid-, public procurement-, or labor law, as well as to other fields of law where the specificity of these enterprises may assume a significant role.

In particular, the projects in this research area are directed toward the following objectives:

1. the definition of the legal identity of cooperatives and social enterprises;

2. better regulation of cooperatives and social enterprises both at a national and European level;

3. comparison of European regulations of cooperatives and social enterprises.

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internAtionAl hAndbook oF cooperAtive lAW

coordinator: Antonio Fici, Università del Molise co-editors: Antonio Fici, Dante Cracogna, Hagen Henrÿpublisher: Springerstatus of the project: in progress, to be published in 2013

The degree of development reached by coopera-tives of different sectors throughout the world, which among others led to the Un declaring 2012 as the In-ternational Year of Cooperatives, needs to be accom-panied by a similar development of corresponding legislation. To this end, a better knowledge of coop-erative law from the comparative point of view, as has already been established for other types of enterpris-es, becomes of great importance.

This book strives to fill this gap, and is divided into four parts. The first part offers an analytic and concep-tual framework with which to understand, study and assess cooperative law from a transnational and com-parative perspective. The second part includes several chapters dealing with attempts to harmonize coopera-tive 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 co-operative law doctrine.

study group on europeAn cooperAtive lAW

coordinator: Antonio Fici, University of Molise researchers: Antonio Fici, Gemma Fajardo, Hagen Henrÿ, Hans-H. Münkner, Ian Snaith, David Hiezstatus of the project: in progresspartners: TBd

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 commu-nities at the national, European and international lev-els. SGECOL intends to achieve this objective through different research projects in the area of cooperative law, beginning with the drafting of Principles of Euro-pean 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 procure-ment, labor, insolvency law, as far as cooperatives are specifically regulated therein.

outputsmain results | area 4

Created the Study Group on European Cooperative Law.

Learn more

WP 24|12 New Study Group on European Cooperative Law:

“Principles” project

networking article

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area5 International modelsof cooperativeand social enterprises

AreA coordinAtorLuca Fazzi, University of Trento

overvieWThis area focuses on research examining the efficiency and effectiveness of cooperative and social enterprise models and networks. To this end, Area 5 coordinates the collection of models of social and cooperative enterprises, both from within and outside Europe; from countries experiencing varying degrees of economic development with different types of welfare systems. The aim is to create an “open access” database of case studies that could be utilized for: i) comparative studies; ii) shaping future forms of intervention; and iii) giving policy suggestions to both national governments and international institutions, who are often quite interested in learning about concrete success stories from cooperative and social enterprises.

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cooperAtive models WorldWide

coordinator: Luca Fazzi, University of Trentostatus of the project: concluded in 2012researcher: Giulia Galera, approximately 20 young researchers from international universities and re-search 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 produc-tive and service sectors. The aim of this call for case studies is to identify and describe different cooperative models – both secto-ral and territorial. No precise definition of cooperative model is given, provided that the main characteristics of the model, its operative dynamics and its econom-ic and social impact are described by the applicant. Selected case studies will become part of an interna-tional 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 coopera-tive models in four continents:Europe (Austria and Spain), Africa (Ethiopia, Marocco and Uganda), Latin America (Mexico) and Asia (Sri Lan-ka). The prize-winning case studies will be published in the Euricse Working Paper series.

innovAtive sociAl enterprisesbest prActices

coordinator: Luca Fazzi, University of Trentoresearchers: Giulia Galera, Flaviano Zandonai, ap-proximately 20 young researchers from international universities and research centers.status of the project: concluded in 2012partners: EMES, Irecoop Veneto

This project involves the coordination of research activities being conducted by researchers identified through dedicated “calls for case studies”. Specifi-cally, the calls aim to collect case studies that follow a particular protocol, provided by Euricse, which high-lights the principle characteristics of the social enter-prises 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, Slove-nia) together with a few case studies from social en-terprises in Ukraine, Cuba, India and Japan. The most innovative case studies were presented at the Third EMES Conference, which took place in Roskilde in July 2011.Two more “calls” will be launched within the next three years focusing on social enterprises in other sectors of activity.

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area6 Managementand governanceof cooperativeand social enterprises

AreA coordinAtorMichele Andreaus, University of Trento

overvieWThis research area seeks to analyze the challenges that social and cooperative enterprises must face as they pursue high-level eco-nomic 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 responsi-bility and social accounting.

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cooperAtive enterprises As A source oF locAl development Within the context oF corporAte sociAl responsibility

coordinator: Michele Andreaus, University of Trentoresearchers: Ericka Costa, Lucia Leonardi, Caterina Pesci, Paolo Andrei, Federica Balluchi, Carlos Larrinagastatus of the project: in progress

The objective of this research project is to analyze the role of cooperatives in influencing sustainable local development, through the adoption of socially re-sponsible strategies towards their stakeholders. The research focuses on the managerial and accounting strategies of credit and social cooperatives. Specifi-cally, the project is centred on social and environmen-tal 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 work-ing 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 busi-nesses in terms of the accounting areas dealt with and the stakeholders taken into consideration.

symbolic mAnAgement in sociAl enterprises

coordinator: Michele Andreaus, University of Trentoresearchers: Tommaso Ramus, Antonino Vaccaro, Pas-qual Berronestatus of the project: in progresspartner: IESE Business School, Spagna

The aim of this research project, which follows a qualitative-type approach, is to understand the symbolic management practices that social enterprises can implement in order to acquire legitimacy towards stakeholders and within the specific context in which they operate, thereby helping to acquire the economic and human resources necessary to survive over time. The research is based on an in-depth and participatory analysis of four cases of social cooperatives. After an analysis of the literature on symbolic management practices, data was collected through direct interviews with the four social cooperatives involved in the research and through the analysis of some of the organizations’ archives. Around 77 interviews and almost 440 pieces of archival data were collected. This data was analyzed using a coding programme (Atlas.T), provided by the IESE Business School. The first results from the research project were presented in May 2011 during a seminar organized by Euricse.

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phD studentsand post doctoral researchers

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overvieWIn 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 particu-lar, 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 of-fered two post-doctoral fellowships and has just begun another one in 2012. In addition to these, Euricse hosts a post-doctoral researcher through a three-year grant cofinanced by the Autonomous Province of Trento and the European Commission (see the section pertaining to projects funded by the European Union).

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the groWth oF cooperAtive bAnks in itAly: OWNERShip StRuCtuRE, MANAgERiAl EVOlutiON, And lending perFormAnce

Ivana Catturani, Italy. Phd candidate at the Interde-partmental Centre for Research Training in Economics and Management (CIFREM) at the University of Trento.

The focus of this research is on Italian Credit Coopera-tive Banks (CCBs). These banks have performed partic-ularly well in terms of lending and have demonstrat-ed an increase in the number of both members and branches, especially after the liberalisation of 1992. For some authors, the reason relates to the consolida-tion process of large banks that caused a movement of clients to small banks. Evidence shows that the at-tractiveness 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 fol-lowed during recent years with a view toward identi-fying 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 peo-ples in centrAl AmericA

Michela Giovannini, Italy. Phd candidate at the Inter-national doctoral School in Local development and Global dynamics at the University of Trento.

This research project aims to analyze the role of or-ganizations belonging to the solidarity economy in sustaining the socio-economic development of indig-enous 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 par-ticipatory 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.

phD students

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AgriculturAl cooperAtives And rurAl development in bosniA And herzegovinA

Samira Nuhanovic, Bosnia-Herzegovina. PhD candi-date at the International doctoral School in Local de-velopment 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.

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 develop-ment of social enterprises in Italy, the Kenyan data will be used to study the contribution of the third sector in promoting economic development and ulti-mately improving people’s lives. The analysis of both data sets will later contribute to the development of a theoretical framework explaining economic devel-opment in the third sector.

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consumption And institutionAl chAnge: hu-MAN CApitAl dEVElOpMENt ANd CliMAtE-SMARt behAviour chAnge

Jamilya Jeenbaeva, Kyrgyzstan. Phd candidate at the International doctoral School in Local development and Global dynamics at the University of Trento.

This research is about the development of human cap-ital 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.

cooperAtive ApproAches to rurAl development And poverty reductionin ethiopiA

Abate Gashaw Tadesse, Ethiopia. Phd candidate at the International doctoral School in Local development and Global dynamics at the University of Trento.

The rural and agricultural development policies in Ethiopia promote cooperative solutions as a coun-tervailing 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 ac-count for roughly 84% of the agricultural input and 15% of the agricultural output markets. Indeed, coop-eratives 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 servic-es, 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 produc-tivity growth, income generation and poverty reduc-tion. This research is intended to provide evidence of the contribution of cooperatives to rural development in the Ethiopian context, particularly in the rural com-munities of West Shoa Zone, Oromia Regional State.

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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 to-wards workers’ control, recent years have witnessed a re-emergence of business succession plans in di-verse 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 busi-nesses; 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 po-litical economic and ethnographic research program that explores: (1) the socio-economic and regional contexts, (2) the legal frameworks, (3) the organiza-tional dimensions, (4) the worker motivations for, and (5) the policy implications of the conversion of busi-nesses in crises into labour-managed enterprises.

post doctoral researchers

institutionAl equilibrium And sustAinAble development oF economic orgAnizAtions in bulgAriA’s AgrAriAn sector

Darina Zaimova, Bulgaria, University Stara Zagora, Faculty of Economics, Management department, Bul-garia. 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 eco-nomic organizations. In order to achieve the project’s purpose, the research will compare government poli-cy, institutional arrangements and the performance of the economic organizations (producers’ groups, coop-eratives) in the agriculture and the food industry in Bulgaria (particularly South Eastern and Central plan-ning regions) and in Italy.

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cooperAtive bAnk strAtegiesfOR SOCiAl-ECONOMiC pROBlEM SOlViNg: supporting sociAl enterprise

Jacopo Sforzi, Italy. Post-doctoral researcher at Euricse. Jacopo Sforzi joined a research project that was start-ed by Euricse together with the University of Almeria (Spain) and the International Institute of Social Stud-ies (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 en-terprises as they tackle social issues at the local level. The research activity unfolds in Italy, Spain and the netherlands through case studies conducted at the regional level, so as to understand the very nature of social enterprises ‘from the grassroots’ and attempt to understand the impact of the financial institutions’ support on local communities.

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projects fundedby the Eu

to learn moresee Attachment 6:

projects presented to theEuropean Union from

2009 to date

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overvieW

Euricse regularly monitors European and international sources of funding that promote topics of interest to the Institute through calls for applications, proposals and tenders. Regarding research projects, among the programmes of greatest interest to Euricse is the Seventh Framework Pro-gramme (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 pro-gramme, 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 assign-ment 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.

projects fundedby the Eu

RECOSEt | MARiE CuRiE ACtiON - iNtERNAtiONAl reseArch stAFF exchAnge scheme

coordinator: Euricsepartners: University of Trento, Italy; EMES European Research network, Belgium; Faculty of Philosophy University of Belgrade – Institute for Sociological Re-search, 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

RECOSET aims to stimulate the creation of a network among research centres that are committed to study-ing 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 expe-rienced). Furthermore, given the goal of establishing lasting cooperation among the beneficiaries, the ex-change of one staff member from Euricse specialized in networking activities is promoted.

int.re.coop | internAtionAlreseArch exchAnge on cooperAtives

coordinator: Euricsepartners: University of Liege (Belgium), University of Belgrade (Serbia), University of Almeria (Spain), ICARE (Armenia), ORACUL (Belarus), SESP (Ukraine), Universi-ty of LaPlata (Argentina), University of San Paolo (Bra-zil), University of Santiago, Chile (Chile), University of Querétaro (Mexico), University of Missouri (USA), Uni-versity of Saskatchewan (Canada), University of Wis-consin (USA)Funding stream: MARIE CURIE – IRSES

Cooperative initiatives are flourishing in a variety of fields, both traditional and non traditional. The resil-ience of cooperatives has been widely acknowledged by policy and opinion makers, as well as international organizations. The year 2012 has been declared the International Year of Cooperatives by the UN, which is increasingly eager to understand if and how coopera-

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tives can have a role in tackling the dramatic conse-quences 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 con-ditions oF eFFectiveness oF sociAl housing ini-tiAtives

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. meas-ures that aim at promoting social cohesion by operat-ing within distressed social situations, with the direct involvement of civil society, integrating housing and social policies. The primary goal of this project is to ap-ply the analysis of commons (which to date has only been applied to goods related to nature and the envi-ronment) to the area of housing issues.

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 – MontenegroFunding stream: IPA 2008

The “Montenegro” project is part of the European Commission Programme IPA 2008 – supporting meas-ures, which offers assistance to countries aspiring to join the European Union during the period 2007-2013. Assistance is provided on the basis of the Eu-ropean partnerships of the potential candidate coun-tries and the Accession partnerships of the candidate countries, which means the Western Balkan countries and Turkey. The project has three main activities: legislative sup-port with the preparation of general and other rel-evant 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 interna-tional conference in Podgorica (Montenegro).

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prometeus | promoting sociAl economy in ROMANiA thROugh RESEARCh, EduCAtiON ANd trAining At europeAn stAndArds

coordinator: Civil Society development Foundationpartners: 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 Ro-mania (cooperatives and social enterprises) as an in-strument 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 research-ers and lecturers and guided visits to Trentino’s coop-eratives.

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 de-velop 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 de-velopment 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 FranceFunding 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 frame-work 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 Buda-pest Business School.

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mobility and visiting scholars

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mobility and visiting scholars

during 2011, various delegations and numerous visi-tors were hosted as part of several different activities and projects. Three senior researchers from outside Italy spent in-dividual study periods of between 10 and 15 days at Euricse.

• professor Ann hoyt, from the University of Wis-consin 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 co-operatives for rehabilitating prisoners and former prisoners.

• professor Judith harris, of the University of Win-nipeg, 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 Ul-san in South Korea, is interested in studying the Ital-ian model of social cooperatives and the OCSE LEED programme, with a particular focus on training pro-grammes 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 pro-ject’s objective is the promotion of the social econo-my 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 guid-ed 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 ag-ricultural 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 research-ers 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 re-searcher was hosted by Euricse for two months and participated in research activities, lectures and vis-its to cooperatives.

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publishing

overvieWEuricse’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.

to learn more seeAttachment 2:complete list

of publications 2011

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books

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 multidiscipli-nary in nature, including papers by authors in the fields of economics, sociology, jurisprudence, history and po-litical science. during 2011, 11 working papers were published and the series reached over 9,500 subscrib-ers 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 “Coop-eration in Italy”. The report, presented first in Trento in De-cember 2011, lists and analyzes annual data from official data sources on financial, administra-tive, and economic aspects of every active cooperative in Italy.

JEOd

during 2011 Euricse launched an international scien-tific journal, the Journal of Entrepreneurial and Organ-izational Diversity (JEOD), with a dedicated website (www.jeodonline.com), a prestigious Scientific Com-mittee 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 organization-al forms other than the traditional for-profit company. The area of focus of the journal includes all entrepre-neurial forms, presenting both theoretical and empiri-cal research in the fields of economics, sociology, po-litical 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 pos-sible, the journal is published on-line in a free, open-access 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, enter-ing 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 invita-tion to participate on the Scientific Committee and Editorial Board.

publishing

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86%employment rate six

months after the end of the 2011 Master’s programme in management of social enterprises (Master GIS)

40teachers, researchersand experts involved

150Around 150 course attendees to date

200organizations involved in

visits, internships and case studies

training

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overvieWEuricse’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.

training

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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.

trAining course For executives: innovAtion in cooperAtivesAnd sociAl enterprises

The first edition came to a close during 2011. The participants were 31 executives and managers from cooperatives and federations in central-northern Italy. The success of this first edition has convinced the course’s organizers, Euricse and Aiccon, to plan a second one for 2012. Already 26 participants have been registered. during the course, entrepreneurial topics, processes and solutions were identified that can bring into focus and put into practice the processes considered today to be most innovative for cooperative and social enterprises. Particular attention was also paid to educational methodology. Alongside traditional lectures, more participatory styles of education were also tested, including positioning questionnaires, online workshops, themed dinners with for-profit entrepreneurs and analyses of case studies and best practices. The aim was to increase involvement and translate the concepts dealt with in the classroom into practice.

See the video of the 2011 edition (in Italian)

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summer school 2011 And 2012

In 2011, Euricse provided support to the European Summer School on Social Economy (ESSE), organized by Aiccon and held in Bertinoro (province of Forlì-Cesena, 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.

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 Emilia-Romagna.

Another training activity held by Euricse in 2011 was for its member Confcooperative Treviso, for whom the first instalment of the “Managers’ School” was

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 non-profit organizations from different regions of Northern Italy.

business school And executive course

Following a three-year experimental period, Euricse intends to systematize and further develop the training it offers, launching an international managerial training school guided by the values and characteristics of cooperative and social enterprises in Trento. during 2011, a mapping of the programmes offered by the 50 leading American and European business schools was completed.

during 2012, once the feasibility study has been finished and verified, Euricse will proceed to explore and construct the network of institutional collaborations necessary to launch a project of such scope.

Euricse intends to offer Executive Courses for managers from the cooperative movement starting in 2013 with the aim of suggesting innovative solutions for both the acquisition of strategic and entrepreneurial skills and to encourage an understanding of the main examples of cooperative success in Europe.

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Consulting

overvieW

Euricse’s consulting work is geared towards social and cooperative enterprises as well as pub-lic agencies at the local, national and international level. The main focus is social and coopera-tive enterprise management, including as it pertains to issues related to regulation and taxa-tion, as well as the development and analysis of specialized legislation and public policies.

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practitionerforums and policyIn 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 ForumThe 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) re-form. 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 en-terprises 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, “Moun-tain agriculture in the common agricultural policy”, drawn up as a complement to the Autonomous Prov-ince of Trento’s actions on the same front, was instead focused on the specific nature of mountain agricul-ture and the role of cooperative enterprises, particu-larly 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 Euro-pean 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 business-es exceeding specified SME thresholds for access to rural development funding and, in general, aid pay-ments above a certain limit.” The European Commis-sion 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 re-moved.

2. The regulation of the withdrawal of membership in cooperatives, another important topic for coopera-tives in Trentino. To tackle this subject, Euricse pro-duced 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 ad-ministration and control systems for cooperatives in the context of current legislation.

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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. Posi-tion Paper on CAP post 2013

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credit cooperAtive prActitioner Forum

The Credit Cooperative Practitioner Forum, which in-volves the leaders of the Federazione and Cassa Cen-trale 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 ef-ficiency 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 objec-tive 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 perfor-mance of Trentino’s cooperative banks compared to this ideal model.

The work has produced a system of indicators which allow each cooperative bank to have a succinct over-view of its performance, not only from an economic and financial perspective, but also in terms of coop-erative 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.

sociAl housing prActitioner Forum

The purpose of the Social Housing Prac-titioner Forum is to organize the various components of the co-operative world that can contribute to an integrated supply of affordable housing and social services, to meet the ever-growing slice of demand that can-not 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 high-quality housing solutions for that segment of the Tren-tino population that cannot afford accommodation at market prices. The Forum involves the main coopera-tives 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 agree-ment 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 ad-vantages of the cooperative model when applied to social housing production. To learn more:

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see alsoSocial Housing Open Book

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appeal on the importance of cooperative banks for Europe’s economic recovery and growththe document, signed by over 170 scholars from across Europe, including Romano prodi and Sir partha dasgupta, addresses the new regulatory measures for the Eu financial system.

Over 170 scholars from all over Europe signed an Appeal to European authorities concerning the new regulatory measures for the EU financial system, asking regulators to pay more attention “to the role of cooperative banks in Europe’s economic recovery.”

The Appeal was sent by Carlo Borzaga, president of Euricse, to all the European Union heads of state and government, to the EU governing bodies, and to the European banking authorities on the occasion of the European Cooperative week.

The document, which highlights the specificities of cooperative banks and their key role in supporting small and medium enterprises, was originally presented in March 2012 at the Euricse conference “Promoting the Understanding of Cooperatives for a Better World,” and is signed by, among others, former Italian Prime Minister and former president of the European Commission Romano Prodi and by University of Cambridge and London School of Economics professor Sir Partha dasgupta.

to learn more read the press releases

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Events and communications

overvieWThe events organized by Euricse are intended to promote study and research on cooperative and social enterpris-es, 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 cre-ate opportunities for in-depth exploration of the roles of social enterprise and its impact on econom-ic and social development, accompanying its growth and improving its effectiveness, confronting is-sues of national and international relevance and following principles of openness and collaboration.

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SeminarsIn 2011, Euricse organized the following seminars

January 31st 2011Cooperative law in Europe: main findingsof 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 2011Cooperative movement in Bulgaria:development, challenges and opportunitieswith darina Zaimova, post-doctoral researcher at Euricse and lecturer at the University of Trakia in Bulgaria

February 16th 2011 exploring dimensionsof canadian social enterpriseswith François Brouard, instructor and director of the Sprott Centre for Social Enterprises (Canada)

February 22nd 2011the urban commons: expandingour understanding of the social economywith Judith Harris, University of Winnipeg (Canada)

March 31st 2011users’ cooperatives in italy and Europe with Pier Angelo Mori and Francesca Spinicci, University of Florence

April 19th 2011Managing social services in new affordable housing modelswith presentations from Maurizio Trabuio and Giordana Ferri

May 17th 2011legitimacy in actions. Symbolic management in social enterpriseswith Antonino Vaccaro, IESE Business School (Spain)

June 5th 2011Water: public, private or......? the third way for waterwith Claudio de Vincenti, Ugo Mattei and Pier Angelo Mori

October 10th 2011Variety in organizational forms and theory of enterprisewith Mario Morroni, University of Pisa

december 6th 2011presentation of the first nationalreport on cooperativeswith the participation of Maurizio Carpita, Michele Andreaus, Giuliano Poletti, diego Schelfi and Carlo Borzaga

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Conferencesand meetingsJune 9 -10 2011internAtionAl conFerence on cooperAtive FinAnce And sustAinAble development

The most significant event organized by Euricse dur-ing 2011 was the second international conference on the subject of cooperative finance and sustainable development. The aim of the conference, held in Tren-to on 9 and 10 June, was to evaluate the role and phi-losophy 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 organ-izing 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 gen-eral discussion.

In addition to the presentation and discussion of pa-pers, 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 2011SiMpOSiuM AuStRAliA-itAliA

Over the last year Euricse and the University of Syd-ney (Cooperative Research Group) have been organ-izing a joint research programme entitled “Advancing the Co-operative Movement in Australia and Italy”. The first joint symposium was held at Sydney Univer-sity in February 2010 in the presence of an Italian del-egation 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 ex-perts from the Australian cooperative movement par-ticipated in this symposium. The work, that took place over three days, concentrated on the diverse econom-ic 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 2011Advisory 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 in-ternational level, including Partha dasgupta, Stefano Zamagni, Jacques defourny and Alban d’Amours.

to learn moreSee the evaluation notefrom the Advisory Board

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websitesEuricse’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, arti-cles) specialized in cooperative and social enterprise and related fields. As well as a communication tool, the website has been designed to encourage the cre-ation 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, re-search projects and news, as well as upcoming events, are now visible from the home page.

The website has become the main channel for circu-lating multimedia material about the most relevant is-sues for the sector emerging from current affairs and the scientific debate and about public policy initia-tives 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 capi-tal, social cohesion, competitiveness, cooperation, economic growth, social economy, family, trust, so-cial interaction, social isolation, social norms, social policies, poverty and marginalization, social networks, nonprofit industry, economic and social development, community development, and volunteering. An aver-age 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, inter-national organizations (World Bank), academic as-sociations (e.g. American Economic Association and Regional Studies Association), civil society organiza-tions, 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 desknews desk is an integrated activity recently launched by Euricse. It involves the preparation and circulation of multimedia material on the most relevant issues for the sector emerging from current affairs and the scientific debate and on public policy initiatives at a local, national and international level.

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2012IntERnatIonal YEaR of CoopERatIvES

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2012IntERnatIonal YEaR of CoopERatIvES Over a billion people in the world are members of co-

operatives, a type of enterprise that at a global lev-el 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 photo-graphed—will be told every day in 2012, from 1 Janu-ary 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,

Stories.coop:a global digital campaign

and will provide 366 unique examples of cooperative culture around the world. They will offer much more than statistics, vividly describing first-person experi-ences, 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 coop-eration. 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 Inter-national 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.

visit the website

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venice 2012

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The conference “Promoting the understanding of co-operatives 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 Eu-ropean 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 distribu-tion 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 lead-ership.”The need to change the dominant model was con-firmed 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 eco-nomic system: “What allows big retailers and multina-tionals to have economies of scale is that we are not paying the real costs of the inputs, like resources and

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manpower. In the end our children and our grandchil-dren will have to pay.” The sentiment behind the con-ference title, “Promoting the understanding of coop-eratives 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 co-operative representatives from 27 different countries.The international relevance of the conference was also emphasized by Len Wardle, president of Co-op-eratives UK, who presented some very important fig-ures, appropriate given the conference’s focus on eco-nomics: “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 de-mand: “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 eco-nomic and a social perspective”, and belie many of the limits considered to be typical to cooperatives. Though often considered to be systematically less ef-ficient 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 capital-ized 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 pub-lished soon.Once completed by the authors, the conference pa-pers will be published in JEOD –Journal of Entrepre-neurial and Organizational Diversity.

to learn more

Read the final declaration

Read the press releases 1

Read the press releases 2

See the foto report

Watch the interviews

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overvieWduring 2011, Euricse has been engaged in an intense level of networking, aimed at increasing the Insti-tute’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.

networking

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relAtionships With nAtionAl institutions

One of Euricse’s priorities is to encourage contact and cooperation with research cen-tres and organizations in the sector at a national level. In 2011, the Institute contin-ued collaborating with many Italian universities and organizations in the sector, including:

Euricse also began new collaborations this year with the following:

networking

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.

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relAtionships With internAtionAl institutes

In 2011, Euricse strengthened its collaboration with several research networks involved in studying co-operatives 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 Understand-ing 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 partic-ular the international conference held in Venice on 15 and 16 March, 2012.

• During 2011, Euricse strengthened its collabora-tion with Cooperatives Europe, the ICA’s regional European structure, with the objective of working together to promote the cooperative model to Eu-ropean institutions.

• Starting in 2010, Euricse began a collaboration with the International Labour Organization (ILO) on the topic of social entrepreneurship and local develop-ment. during 2011, Euricse contributed towards the publication of the 2011 Reader, Social and Solidar-ity 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”.

• Euricse collaborated with the European Association of Cooperative Banks on the organization of the in-ternational 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 en-terprises and third-sector organizations in different European and non-European countries. As well as producing multidisciplinary studies, EMES also sup-ports training projects and organizes international conferences and seminars.

• In March 2010, Euricse signed an agreement of un-derstanding 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.

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relAtionships With europeAn institutions

In 2011, many meetings were held with representa-tives from European institutions and many initiatives were organized to help the European scientific com-munity develop a cohesive position towards EU poli-cies on relevant subjects at the centre of the political debate, such as social innovation and social business.

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budget

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budget

IncomeEuricse’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:

• 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

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

Contribution from the Autonomous Province of Trento in accordance with the three-year (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.

30%

32%

38%

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2011 resources by funding source

Activities fund € 238.248,80 12%

Withdrawal from activities fund (previous years’ surplus) € 354.624,20 18%

Autonomous Province of Trento € 756.667,00 38%

Research activities income € 318.360,23 16%

Income from activities to support and promote research € 120.050,85 6%

Promotions and consulting income € 40.701,00 2%

Training income € 140.166,00 7%

Other sources € 26.347,73 1%

total € 1.995.165,81

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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

Expenditures

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governance

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the governing bodies of the Institute

the president is elected by the Board of Institution-al 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 Mem-bers 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 Com-mittee 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, de-fining the organization’s structure, deliberating on any

action concerning assets and financial matters, and appointing a Scientific Committee. the current com-position 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 administra-tive 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, Gio-

vanni nicolussi

the Advisory Board serves to ensure that the activi-ties 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 vali-date the results obtained. The current composition of the Advisory Board is as follows:- Sir Partha dasgupta, Frank Ramsey Professor of Eco-

nomics 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

governance

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StaffcoordinAtor president And ceo

reseArch

trAining

RiccardoBodini

CarloBorzaga

Gianluca Salvatori

ChiaraCarini

IlanaBodini

JacopoSforzi

AntonioFici

FlavianoZandonai

GiuliaGalera

FrancescoMinora

Saradepedri

PaoloFontana

ChiaraStrano

BarbaraFranchini

Fabio Sabatini

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LucaBettarelli

AdrianoCataldo

ChiaraPerini

MariannaSorrentino

MicheleBoglioni

CaterinaMori

AlexRigotti

communicAtions And events

AleksandraBobic

collAborAtors

interns

AdministrAtion

FedericaSilvestri

FrancescaTomasi

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Institutional structureEuricse is characterised by Italian law as an associational foundation. It has the legal status of a private nonprof-it and operates with full statutory and management autonomy. The Institute has three types of membership.

Cassa Rurale Centrofiemme Cavalese

Cassa Rurale d’Anaunia

Cassa Rurale della Valle dei Laghi

Cassa Rurale di Brentonico

Cassa Rurale di Caldonazzo

Cassa Rurale di Fiemme

Cassa Rurale di Giovo

Cassa Rurale di Isera

Cassa Rurale di Lavis

Cassa Rurale di Ledro

Cassa Rurale di Levico Terme

Cassa Rurale di Lizzana

Cassa Rurale di Mezzocorona

Cassa Rurale di Mezzolombardo e S. Michele all’Adige

Cassa Rurale di Mori-Val di Gresta

Cassa Rurale di Pergine

Cassa Rurale di Pinzolo

Cassa Rurale di Rabbi e Caldes

Cassa Rurale di Roncegno

Cassa Rurale di Roverè della Luna

Cassa Rurale di Rovereto

Cassa Rurale di Spiazzo e Javrè

Cassa Rurale di Strembo, Bocenago e Caderzone

Cassa Rurale di Tassullo e nanno

Cassa Rurale di Trento

Cassa Rurale di Tuenno - Val di non

Cassa Rurale Olle-Samone-Scurelle

institutionAl membersThe Institutional Members are the founders of the In-stitute and they guarantee its continuity.

Cooperatives Europe

Federazione Trentina della Cooperazione

Fondazione Cassa di Risparmio di Trento e Rovereto

Provincia Autonoma di Trento

Università degli Studi di Trento

ordinAry membersOrdinary Members are public or private entities shar-ing the purpose and objectives of the Institute that contribute resources to the Institute‘s assets.

ACLI

Ass.ne Nonprofit Network

C.C.S. Consorzio Cooperative Sociali Società Co-operativa Sociale Consortile

Cantina Sociale di Avio s.c.a.

Cassa Centrale Casse Rurali

Cassa Rurale Aldeno e Cadine

Cassa Rurale Alta Val di Sole e Pejo

Cassa Rurale Alta Vallagarina

Cassa Rurale Alto Garda

Cassa Rurale Bassa Anaunia

Cassa Rurale Bassa Vallagarina

Cassa Rurale Bassa Valsugana

Cassa Rurale Centro Valsugana

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Cassa Rurale Pinetana, Fornace e Seregnano

Cassa Rurale Val di Fassa e Agordino

Cassa Rurale Valli di Primiero e Vanoi

CMB Società Cooperativa Muratori e Braccianti di carpi

Comune di Trento

Con.Solida. Consorzio Cooperativo Sociale

Confcooperative - Federazione Provinciale di Treviso

Consorzio In Concerto coop. soc.

Consorzio Lavoro Ambiente

Consorzio nazionale della Cooperazione di Soli-darietà Sociale Gino Mattarelli CGM

Consorzio SolCo Città Aperta

Consorzio Universitario di Pordenone

Cooperfidi S.C.

Coordinamento nazionale dei Centri di Servizio per il Volontariato - CSV.net

Famiglia Cooperativa Cavalese

Federazione Provinciale Scuole Materne

Federsolidarietà - Alto Adige

FINRECO

Fondazione Cassa di Risparmio di Bolzano

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

AssociAte membersAssociate members are public or private entities interested in contributing to Euricse’s activities.

Cassa Rurale di Castello Tesino

Computer Learning

Kinè

Koperattivi Malta

Le Coste

Mandacarù onlus Scs

hOW CAN yOu BECOME A MEMBER?To become a member, complete the membership ap-plication and send it to the Management Committee.

The Foundation can also be supported by:

- Funding annual or multi-year scholarships and/or research grants for young researchers.

- Commissioning and/or contributing to the devel-opment of research projects, training courses or events promoted and run by Euricse.

- Making a donation or sponsoring an activity.

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attachments

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attachment 1 (pg 72)

Evaluation note on Euricse’s research activities by the Euricse advisory board

attachment 2 (pg 75)

list of publications 2011

attachment 3 (pg 79)

Conferenceand seminar participation

attachment 4 (pg 81)

Collaborationsand academic partnerships

attachment 5 (pg 82)

project funding applications

attachment 6 (pg 83)

projects presentedto the European unionfrom 2009 to date

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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.

attachment 1Evaluation note on Euricse’s research activities by the Euricse advisory board

general commentsThe 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 pre-vious 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 fo-cused 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 contrib-ute to meeting the growing and so far unfulfilled training demand in the field of cooperative and social enterprises.

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Individual comments

prof. alban D’amoursMr. d’Amours also expresses his appreciation of the work done. Eu-ricse’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 identifi-cation 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 help-ful.

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prof. Stefano ZamagniProfessor Zamagni shares the opinion of the two other members about the out-standing 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. Struc-tural 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-discipli-nary approach (and not simply an interdisciplinary approach) should be adopt-ed, with the possibility of publishing thematic issues with the collaboration of guest editors.

prof. Jacques DefournyProfessor 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 num-ber of research-lines/projects and grants obtained. Moreover, a great achievement is the considerable visibility and partici-pation of Euricse in the public debate (the need to enter the debate was suggested by the A.B. in the previous meeting).

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attachment 2list 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. 81-85.

· 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 Co-operative Studies, v. 44, n. 1, pp. 19-30.

· Borzaga, C., depedri, S., Tortia, E.C., 2011, “diversité des organisations dans les economies de marché et role des coopératives et des entreprises sociales: Paidoyer en faveur d’un pluralisme économique” in Revue Internationale de L’Économie Sociale, v. 2011, n. 321, pp. 32-49.

· Carini, C., Carpita, M., Costa, E., Andreaus, M., 2011, “La cooperazione sociale in Italia: un’overview [Social cooperatives in Italy: an overview]”, Atti Colloquio Scientifico IRIS Network, Milano (Italia) 20–21 May 2011.

· Carini, C., Costa, E., Carpita, M., Andreaus, M., 2011, “The Italian social cooperatives in the 2008: A portrait using descriptive and principal component analysis”, EMES Conferences Selected Papers Series, ECSP-R11-06.

· Carini C., Costa E., Carpita M., Andreaus M., 2011, “Social cooperatives: An Italian portrait through PCA analysis”, 3rd EMES International Research Conference on Social Enterprise “Social innovation through social entrepreneurship in civil society”, 4-7 July 2011, Roskilde University, Roskilde (denmark).

· Catturani, I., Trento, S., 2011, “Profit versus non profit: A third way? The case of the Italian mutual cooperative banks”, in Rivista di Politica Economica, vol. 7-9, pp. 83-112.

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· Costa, E., 2011, “Social reporting practices in Italian social enterprises. A partial failure?”, 8th Spanish Conference on Social and Environmental Accounting Research (Spanish CSEAR 2011) July 21-22, 2011, University of Burgos, Burgos (Spain), paper available on Cd Multimedia.

· Costa, E., 2011, “Telling the story of the Italian social enterprises. Implications for social and environmental accounting studies”, Proceedings of the International Workshop on Accounting for Cooperatives, Valencia, Spain, 29-30 September 2011, paper available on Cd Multimedia.

· Costa, E., Andreaus, M., Carini C., Carpita M., 2012, “Exploring the efficiency of Italian social cooperatives by descriptive and principal component analysis”, Service Business, vol. 6, Issue 1, pp. 117-136.

· Costa E., Carini, C., 2011, “La consistenza della cooperazione sociale”, in Venturi, P. and Zandonai, F. (eds.). L’impresa sociale in Italia. Pluralità di modelli e contributi alla ripresa, diabasis ed., Reggio Emilia, pp. 143-158.

· Costa, E., Pesci, C., 2011, “does standardization improve the quality of corporate social reporting? Empirical evidence from CBs in Italy”, 8th Spanish Conference on Social and Environmental Accounting Research (Spanish CSEAR 2011) July 21-22, 2011, University of Burgos, Burgos (Spain), paper available on Cd Multimedia.

· Costa, E., Pesci, C., Ramus, T., (forthcoming), “Cooperative Banks (CBs) as a source of local development: Accountability experiences in Italy”, in Arena P., Cardillo E. (eds.), Social and environmental accounting. Research advances and new perspectives, Aracne Editrice, Roma.

· depedri, S., 2011, “does part-time mean part-satisfaction?”, in Addabbo T., Solinas G. (eds.), non standard employment and quality of work. The case of Italy, Springer Verlag – AIEL series volume III.

· 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: Worker-recuperated 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.

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· 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.

· 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

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.

AWAiting publicAtion OR SuBMittEd tO JOuRNAlS

· Atzeni, M., Vieta, M., 2013, “Self-management, decision-making, and structure”, in Parker, M., Chenney, G., Fournier, V., Land, C. (eds.), The Routledge Companion to alternative organization, Routledge, London, (in progress).

· Costa, E., Carini, C. “La consistenza della cooperazione sociale” in Venturi, P., Zandonai, F. (eds.), L’impresa sociale in Italia - Pluralità dei modelli e contributo alla ripresa (publication forthcoming).

· Costa, E., Pesci, C., Andreaus, M., 2012, “From one bottom line to the triple bottom line in NPOs. Some evidence from CBs”, Target journal Financial Reporting - Bilancio, controlli e comunicazione d’azienda.

· Costa, E., Pesci, C., Andreaus, M., 2012, “How can graphs and images improve the disclosure in CSR? some results from Cbs”, Target journal tbd.

· Costa, E., Pesci, C., Andreaus, M., Taufer E., 2011, “An analysis of the indicators and the use of sectorial standard in Corporate Social Reporting. Empirical evidence from Cooperative Banks in Italy” (submitted to journal).

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· Galera, G., Vladislav, V. (eds.), 2012, “Addressing community needs by means of social enterprises. Lessons from Italy, Poland, Ukraine and Belarus” (in submission phase).

· Galera, G., and Zandonai, F. (eds.), article in the book, Rapporto IRIS Network: “Una lettura istituzionale dell’evoluzione in ambito internazionale” (publication forthcoming).

· Giovannini, M., 2011, “Social enterprises for development as buen vivir” submitted to the international review Journal of Enterprising Communities.

· Mauriello, d., Carini, C., “Il quadro d’insieme e le tendenze dell’evoluzione recente”, in Venturi P., Zandonai F. (eds.), L’impresa sociale in Italia - Pluralità dei modelli e contributo alla ripresa (publication forthcoming).

· Modena, F., Sabatini, F., 2012, “do cooperative enterprises build social capital among workers?”, mimeo.

· Ochanda, R.M., two articles submitted to international journals: “Human rights within the context of deepening Integration of the East African Community (EAC)”, East African Journal of Humanities and Social Sciences (EAJHS); “The contributions of civil society actors in crisis response in Africa: A comparative case study of Chad and Kenya”, Journal of East African Studies (JEAS).

· Vieta, M., 2012, “From managed employees to self-managed workers: The social innovations of Argentina’s worker-recuperated enterprises”, in Atzeni, M. (ed.), Alternative work organizations, Houndmills, Basingstoke, UK, Palgrave Macmillan, (forthcoming).

· Vieta, M., Laraburre, M., Schugurensky, d., 2012, “Social businesses in Argentina and Venezuela”, in Quarter, J., Mook, L., Ryan, S. (eds.), Businesses with a difference: Balancing the social and the

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

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attachment 3Conferenceand seminarparticipation

· February 2011, lecture at “diplomado en Goberna-bilidad y desarrollo local” organized in collabora-tion with the University Francisco de Paula Santand-er, 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 com-mittee of the regions - Social innovation: European vision, local action”, 10 May 2011, Brussels - Bel-gium.

· May 2011, “Colloquio scientifico annuale sull’impresa sociale di Iris network – quinta edizione”, Milano, 20–21 May 2011.

· May 2011, “International Conference Eawop (Euro-pean association of work and organizational psy-chologists) with presentation of “Incentives, moti-vations, and job satisfaction. Emprical evidence in Italian social cooperatives” Maastricht.

· May 2011, “Moscow, Cooperatives Europe’s Euro-pean Conference”, 31 May 2011.

· May 2011, Seminar organized by Euricse at the Fed-erazione Trentina della Cooperazione entitled “Il management simbolico nelle imprese sociali”, 17

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 immobil-iare e sociale del social housing”, seminar at EIRE-Expo Italia Real Estate 2011, 8 June 2011.

· June 2011, “Cooperation in a changing economy. The role of collective innovation and Social Entre-preneurship, CASC (Canadian Association for Stud-ies in Co-operation) Annual Meeting”, 1–3 June 2011, new Brunswick (Canada).

· July 2011, “3rd EMES International Research Confer-ence on Social Enterprise”, 4–7 July 2011, Roskilde (denmark).

· July 2011, “8th Spanish Conference on Social and 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 “Solu-ciones de la Economía Social y Solidaria a un Mundo en Crisis”,7-9 September 2011, San Gil, Santander – Colombia.

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· September 2011, “International Social Innovation Research Conference”, London South Bank Univer-sity, 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 so-ciale. Strumenti per decidere e azioni di manage-ment simbolico”, 15-16 September 2011, Riva del Garda, Trento.

· September 2011, “International Workshop on Ac-counting for Cooperatives”, hosted by Centre for Research in Business Management/Centro de In-vestigación 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 Sep-tember 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-gov-ernmental organizations (presentation on the evo-lutionary dynamics of social enterprises by Giulia Galera), 24–25 October 2011, Gomel (Belarus).

· October 2011, Workshop “Occupazione fragile e oc-cupazione 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 defi-nizione dei processi che coinvolgono i residenti” Ur-ban Promo Torino, organized by Fondazione Hous-ing Sociale and Legacoop, 14 october, 2011.

· November 2011, ICA Launch of International Year of Cooperatives, 14-18 novemb november 2011, Can-cun, Mexico.

· November 2011, “IARIW-OECD Conference on Economic Security, 22–23 november 2011, Paris (France).

· November 2011, Workshop on “La cooperazione so-ciale di inserimento lavorativo”, during “Settimana provinciale delle Solidarietà”, 10 November 2011, Udine (Italy).

· november 2011 project presentation during “Meas-uring Co-operative Performance and Impact Sym-posium sponsored by the ICA committee on Co-operative 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 Co-operative Models for Sustainable development”, Ambo University, Institute of Cooperatives and de-velopment Studies (ICdS), Ambo - Ethiopia.

· February 2012, Seminar in Bologna (Italy), organized by AnCC.

· February 2012, “Doing Well and Doing Good Con-ference”, 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).

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attachment 4Collaborationsand academic partnerships

81

universities & reseArch centers outside itAly

University of Essex (UK)

University of Lièges (Belgium)

Ambo University (Ethiopia)

Universidad Javeriana (Colombia)

Universidad EAFIT (Colombia)

University of Almeria (Spain)

University of Athens (Greece)

Trakia University (Bulgaria)

Burgos University (Spain)

University of Belgrade (Serbia)

Erasmus University (nederland)

Université de Grenoble (France)

Freie Universität zu Berlin (Germany)

Sheffield Hallam University (UK)

Carleton University (UK)

Open University (UK)

BFG – Budapest Business School (Hungary)

ESCEM – School of Business and Management Paris (France)

EMES

CIRIEC

University of Leicester (UK)

University of Sydney (Australia)

McGill University (Canada)

University of Winnipeg (Canada)

University of Bucharest (Romania)

University of Francisco de Paula Santander (Colombia)

itAliAn universities And reseArch centers

Università Cattolica del Sacro Cuore

University of Bari

University of Bologna

University of Brescia

University of Firenze

Università del Molise

University of napoli “Federico II”

University of Parma

University of Roma “Tor Vergata”

University of Roma “La Sapienza”

University of Siena

University of Torino

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attachment 5project funding applications

In addition to European projects, in 2011 Euricse applied to the Fondazione Caritro for funding for three pro-jects. 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

Fondazione Cassa di Risparmio di Trento e Rovereto

Grant for research pro-jects in humanities, law and social sciences

The third way for local public ser-vices: capacities and limitations of users’ cooperatives

EuricseUniversity of Florence

FondazioneBarberini

Positive Project funded

Fondazione Cassa di Risparmio di Trento e Rovereto

Grant for research pro-jects 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

EuricsePositive Project funded

Fondazione Cassa di Risparmio di Trento e Rovereto

Grant for scholarships/funding for young post-doc researchers

Local banks and enterprises: future prospects in light of Basel 3

Researcher:Giovanni Pesce

Negative Project not funded

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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 coopera-tive societies was made and recommendations provided to the Commission on possible modifications and improvements that could make the regula-tion more effective.

Coordinator

MARIE CURIEIRSES7FP

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

LEONARDO

EACEA 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 re-search centres/universities in Romania. The project involves a training pe-riod for researchers at Euricse and a programme of study visits.

Partner

IPA 2008Montenegro

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

Eu fuNdEd pROJECt 2009-2012

attachment 6projects presentedto the European unionfrom 2009 to date

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Index > attachments

84

Marie CurieAction/incomingCofund Trentino

Euricse supported the presentation of a young researcher’s post-doc pro-ject. 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 hous-ing, which has still not been sufficiently explored by the literature.

Partner

EU/CANADAEACEA

EU/CANADA – The project’s objective is to create a “Civil Society Educa-tional 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 CURIEIRSES7FP

INT.RE.COOP – The project’s objective is to expand the research network created through the RECOSET project. The different geographic and the-matic specializations in the research of the involved partners will guarantee an international and multidisciplinary approach and will allow the devel-opment of comparative analyses involving different sectors and countries, with the aim of producing policy recommendations on how to support the growth of cooperatives.

Coordinator

Programme Description Euricse’s role

DG EMPLPROGRESS

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 par-ticular the production of electricity through the installation of solar panels, and the use of cooperative enterprise forms for the distribution and man-agement of the produced energy.

Partner

SOUTH EAST

EUROPE

TRANSNATIONAL

PROGRAMME

The EASE & SEE project has the objective of creating suitable conditions for the launch of examples of social entrepreneurship in south-eastern Eu-ropean countries, particularly through the use of the social enterprise form.

Partner

LEONARDO

EACEAThe CoopCampus project proposes to increase the “ethical competences” of cooperative members.

Partner

Eu pROJECtS uNdER EVAluAtiON 2011 - 2012

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credits

Attribution 3.0you are free to share and to remix, you must attribute the work

contentsEuricse Staff

graphic designVitaminaStudio.it

photo creditsR. Magrone, L. Viesi

Printing completed in July 2012

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AnnuAl

report

2011/2012

University of Trento Via San Giovanni, 36 38122 Trento ItalyT. +39 0461 282289 F. +39 0461 282294 [email protected] www.Euricse.eu