Oer sociale-economy-two-parts-english

1. OPEN EDUCATIONAL
RESOURCE I
SOCIAL ECONOMY

2. Social Economy
 Historical evolution
 Current field of activity
 Identification and institutional
recognition
 Groups included in the SE
concept

3. Historical Evolution
Unifiying concept for social economy
Popular associations
and cooperatives

4. Historical Evolution
Middle Ages
Big growth of charities
and mutual aid

5. Historical Evolution
19th century
Popular associations, mutualities
and cooperatives, through
working class

6. Historical Evolution
 UK  FRIENDLY SOCIETIES
(1790)
 All Europe  Mutualities
 Latin America  mutualist
movement

7. Historical Evolution
 end of 18th century  first signs of
cooperativism in UK
 emancipation of the working
classes

8. Historical Evolution
 Italy: mutual aid societies, very
numerous in the second third of
the nineteenth century
 Società Operaia di Torino
Magazzino di Previdenza
di Torino (first consumer cooperative)

9. Historical Evolution
SPAIN
 Barcelona association of weavers

10. Historical Evolution
FRANCE
 Origin of the SE as inseparable
manifestation of popular
associative movements
 1830  SE treaty

11. Current field of activity
 SE was relatively important in
Europe during the first third of the
20th century

12. Current field of activity
 1945-1975  Keynesian model
traditional private capitalist
sector & the public sector

13. Current field of activity
 last quarter of the 20th century 
renewed interest in the typical
SE organizations

14. Current field of activity
interest arisen by difficulties in market
economies:
- massive long-term unemployment
- social exclusion
- education & health

15. Current field of activity
 main studies  SE significant
growth in Europe
 based on entities dedicated to
‘merit goods’

16. Current field of activity
 for example social enterprises,
such as cooperatives
207.000
cooperatives
direct
employment
4,7 million
people
108 million
partners

17. Current field of activity
health and
social
protection
mutualities
assistance
& coverage
+120 million
people
insurance
mutual
24% market
share

18. Current field of activity
associations
(50% UE
citizens)
direct
employment
8,6 million
people
represent
GDP 4%

19. Identification and institutional
recognition
 Current identification of SE 
France ’70s (CNLAMCA)

20. Identification and institutional
recognition
 The most recent conceptual
definition of the SE  ‘Charter
principles of the social economy’

21. Identification and institutional
recognition
‘Charter principles of the social economy’
- primacy of the individual and the social
objective over capital;
- voluntary and open membership;
- democratic control by its members;

22. Identification and institutional
recognition
‘Charter principles of the social economy’
- combination of the interests of user
members and/or the general interest;
- defense and application of the principles of
solidarity and responsibility;
- management autonomy and independence
from public authorities;

23. Identification and institutional
recognition
political and legal recognition
- FRANCE  interministerial delegation
(1981)
- SPAIN  SE law (2011)
- European Parliament & CESE

24. Groups included in the SE concept
 systems of national accounts
(accounting)
 SCN 1993
 SEC 95

25. Groups included in the SE concept
 Institutional sectors according SEC
1993 & SEC 95
1) non-financial corporations
2) financial institutions
3) government
4) households
5) non-profit institutions serving households

26. Groups included in the SE concept
 in national account terms, we can
divide the SE entities (*CIRIEC):
1) market or business sub-sector
2) non-market producer sub-sector

27. Groups included in the SE concept
“both are organizations of people who
conduct an activity with the main objective to
meet the needs of people”
1) market or business sub-sector
2) non-market producer sub-sector

28. Groups included in the SE concept
non-market producer sub-sector
 associations and foundations
 Production  free or at no
significant prices

29. Groups included in the SE concept
non-market producer sub-sector
 nonprofit organizations in the strict
sense
 principle of non-profit distribution

30. Groups included in the SE concept
market or business sub-sector
 created to meet the needs of its
members  principle of self-help
 production destined for sale
 benefits can be distributed

31. Groups included in the SE concept
market or business sub-sector
COOPERATIVES
 self help
 autonomy of decision
 democratic organization

32. Groups included in the SE concept
market or business sub-sector
MUTUALITIES
 health and social protection
mutualities
 mutual insurance

33. Groups included in the SE concept
market or business sub-sector
BUSINESS GROUPS
 when a company, a coalition of
companies or any other entity,
controls a business group

34. Groups included in the SE concept
market or business sub-sector
SOCIAL ENTERPRISES
NONPROFIT INSTITUTIONS IN SERVICE
TO SE INSTITUTIONS

35. OPEN EDUCATIONAL
RESOURCE I – PART II
SOCIAL ECONOMY

36. - Legal framework in Spain
- Social Economy Law
- Types of organizations
SOCIAL ECONOMY

37. LEGAL FRAMEWORK IN SPAIN
 Law 5/2011, March 29, on
Social Economy. Without
precedent at world level.
 Law 31/2015, September 9.
Update the original law.

38. SOCIAL ECONOMY LAW –
Social Economy definition
 business and economic
activities
 private field
 social or economic public
interest
 principles*

39. SE LAW – PRINCIPLES
 Supremacy of persons and social
order on capital.
 Application of the results based on the
contributed work.
 Promotion of internal solidarity and
local development.
 Independence regarding public
authorities.

40. SE LAW – PRINCIPLES
1) Supremacy of persons and social
order on capital.
democratic and participatory
management
contributions: work more important
than capital
2) Application of the results based on the
contributed work.

41. SE LAW – PRINCIPLES
3) Promotion of internal solidarity and
local development.
local development
equal opportunities for men and
women
4) Independence regarding public
authorities.

42. TYPES OF ORGANIZATIONS –
COOPERATIVES:
 business organization based on
democratic structure and functioning.

43. TYPES OF ORGANIZATIONS –
COOPERATIVES:
 CLASSFICATION:
- 1st level: minimum three partners
- 2nd level: as partners at least two
cooperatives
 Depending on the ACTIVITY: asociated
work, education, agricultural,
sanitary……

44. Evolution of the number of cooperatives – 3rd
quarter 2015

45. Evolution of the number of workers – 3rd quarter 2015

46. TYPES OF ORGANIZATIONS –
WORKER-OWNED COMPANIES:
 most of the capital is owned by the
workers
 high potential for business creation

47. TYPES OF ORGANIZATIONS –
WORKER-OWNED COMPANIES:
Characteristics:
1) most of the capital  workers with
indefinite contract
2) public limited company (“S.A.”) or a
limited liability company (“S.L.”)

48. TYPES OF ORGANIZATIONS –
WORKER-OWNED COMPANIES:
Characteristics:
3) limitation on the number of hours
worked
4) preference in the transfer of shares

49. Sectoral distribution of worker-owned companies
workers

50. Geographical distribution of worker-owned
companies

51. TYPES OF ORGANIZATIONS –
MUTUALITIES
 insurance activities, voluntary nature
 overlap between the figures of insured
and partner

52. TYPES OF ORGANIZATIONS –
SPECIAL EMPLOYMENT CENTRES
 objective  promote employment for
disabled workers
 more than 70% of total workers

53. TYPES OF ORGANIZATIONS –
JOB PLACEMENT COMPANIES
 objective  facilitate access to
employment of disadvantaged groups