TACS Technical Assistance for Civil Society Organisations Regional Office This project is funded by the European Union. Technical Assistance Service Contract for the Implementation of the Project “Capacity Building of Civil Society in the IPA countries and Territories” EuropeAid/127427/C/SER/Multi. TERMS OF REFERENCE For a Senior Short-Term Expert (STE) commissioned to facilitate the preparation of a Research Study regarding the development of social entrepreneurship in Albania Background of the assignment The general objectives of Technical Assistance for Civil Society Organizations – TACSO Project are to strengthen the overall capacities and accountability of Civil Society Organizations (CSOs) within the IPA beneficiaries, to guarantee the quality of services of CSOs and create a sustainable role for the CSOs in the democratic process. The main purposes of the project are to: Increase and improve the capacity and actions of CSOs and to Improve the democratic role of CSOs. An important activity under this heading is provision of support to policy level issues, addressed through a combination of measures including organization of regional conferences, commissioning of case studies and reports, organization of study tours, etc. In this context, TACSO Albania Office has considered the development of social enterprises (SE) as an alternative and independent instrument aimed at boosting the financial autonomy of CSOs, in order to support social and economic growth in the country, represents a good alternative both from the technical and legislative accomplishment. Since 2000, efforts to operate social enterprises are made by various Albanian CSOs in setting out to ensure their sustainability. Enforcing the underlying participation and the democratization processes, in the course of the year 2012 more than 100 CSOs got together and laid the foundations of the Albanian Social Enterprises (ASE) Forum. The ASE Forum is aimed at developing social services and welfare by promoting the activities of operating social enterprises and giving birth to the new ones. The ASE Forum is also promoting the establishment of the network between social enterprises in Albania and those operating in the Balkan region with the aim to train social entrepreneurs, improve the legislative framework, etc. In late 2012, in collaboration with TACSO Albania Office, more than 140 different civil and institutional actors involved in the process formally joined the Forum. In order to investigate the specific Albanian embryonic model of social enterprise and the potentials of an ever growing process, in July 2012, the ASE Forum, led by the Steering Group of volunteers launched a long range survey focused on the features and the economic and social needs of the potential social enterprises in Albania. The survey collected a qualified dataset based on the questionnaire responses of over one hundred CSOs conducting social oriented economic activities. These dataset has to be fully elaborated in order to reveal the trend, status, profile, features and the role of potentials enterprises in Albania. TACSO Albania Office • Rr”Donika Kastrioti”, Kotoni Business Centre, 2nd Floor • Tirana, Albania • t: +355 4259597 • e-mail: info@tacso.org SIPU International AB Sweden • Civil Society Promotion Centre Bosnia and Herzegovina • Human Resources Development Foundation Turkey Foundation in Support of Local Democracy Poland • Partners Foundation for Local Development Romania TACS Technical Assistance for Civil Society Organisations Regional Office This project is funded by the European Union. The main purpose of this assignment is to initiate a process of collection of evidence and stimulate the public debate about the role of social entrepreneurship in providing policy responses to Albania’s current socio-economic challenges. Specific objectives include : - Defining the profile, features and role of the potential social enterprises in Albania; - Producing analytical evidence about the state of affairs of social entrepreneurship using direct survey data made available by ASE Forum; - Mapping and identifying relevant stakeholders that can contribute to the debate on social enterprises; - Identifying the institutional and financial measures suitable to support the development of social entrepreneurship in Albania. Scope of the assignment The STE will provide assistance to the Steering Group of ASE Forum to conduct a research study regarding the scale of development of social entrepreneurship in Albania. More specifically, in focus of this study will be the assessment of: - Relevant profiles of potential Albanian social enterprises (the ones that have experiences and potentials of transforming themselves from CSOs to social enterprises) The relevance of the implied methodologies: description of the legislative and financial instruments that can support such transition? Limitations and obstacles to the development of social enterprises in Albania. Activities to be carried out - Define methodology and appropriate analytical tools in cooperation with ASE Forum and TACSO Albania Resident Advisor; Collect, review and analyze relevant data Prepare report with findings and recommendations Present the report in an enlarged Conference with Social Enterprises’ representatives, EUD representatives and TACSO LAG members Deliverables/results By the end of the assignment, the STE should have finalized the: - Research plan with methodology; Research report with findings and recommendations. A tentative agenda of the research is presented in ANNEX 1, attached to these ToRs; All deliverables should be in English. TACSO Albania Office • Rr”Donika Kastrioti”, Kotoni Business Centre, 2nd Floor • Tirana, Albania • t: +355 4259597 • e-mail: info@tacso.org SIPU International AB Sweden • Civil Society Promotion Centre Bosnia and Herzegovina • Human Resources Development Foundation Turkey Foundation in Support of Local Democracy Poland • Partners Foundation for Local Development Romania TACS Technical Assistance for Civil Society Organisations Regional Office This project is funded by the European Union. Location of Assignment - The STE will be working home-based and will maintain contacts with the Steering Group of ASE Forum and Resident Advisor of TACSO Albania Office. Duration and timing of the assignment The assignment is planned to take place from February 1, 2013 and conclude on February 21, 2013 with a duration of eleven working days in total. Activity Working days Preparation phase 1 Collection (desk study, interviews) and analysis of relevant data information 6 Report preparation with findings and recommendations 3 Preparation of PP presentation and participation at LAG meeting 1 Total 11 Profile of the STE Senior STE: - Advanced university degree in Social or Political Science, Economics or other relevant disciplines; At least 15 years of working experience in economic and social research; Proven working record of at least 10 years as senior economic analyst, providing coaching and leading to various research groups; Working in at least 10 similar assignments (project and analysis of survey data); Excellent communication skills and fluency in spoken and written English; Good knowledge of the Albanian economic and social context. Preference will be given to local/international experts who have been collaborating with the Forum of Social Enterprises. Applicants must be independent and free from any conflict of interest. Note that civil servants and other staff of a beneficiary public administration may not be recruited as STE unless to prior written approval has been obtained from Contracting Authority. Monitoring and evaluation of the STE The activity will be monitored by the Resident Advisor. The STE will deliver a mission report to TACSO Albania Office and ASE Forum before remuneration Application procedure Application must be in English and entail the following: - Letter of intent and availability, information on financial requirements. Note that the fee includes costs for travel and accommodation, when necessary. - Proposal for research methodology and proposed structure of the final report - CV in EU format - 2 references from similar assignments. The applications should be sent no later than January 24, 2013 by email to info.al@tacso.org TACSO Albania Office • Rr”Donika Kastrioti”, Kotoni Business Centre, 2nd Floor • Tirana, Albania • t: +355 4259597 • e-mail: info@tacso.org SIPU International AB Sweden • Civil Society Promotion Centre Bosnia and Herzegovina • Human Resources Development Foundation Turkey Foundation in Support of Local Democracy Poland • Partners Foundation for Local Development Romania TACS Technical Assistance for Civil Society Organisations Regional Office This project is funded by the European Union. ANNEX 1 Social Enterprises in Albania – Research Report (90-100 pages) Preface (by the sponsors of the initiative: ASE Forum, TACSO Albania Office) Introduction (15-20 pages) - An overview of social economy - Understanding the relevance of social enterprises as a policy instrument in the Albanian context Survey results (30-40 pages, including tabs & graphs) Questions, Objective, Focus of the study Which CSOs of the ongoing experiences in Albania have the potential of transitioning into a social enterprise? What instruments can support this transition? 1. Introduction. Objectives and methodology - The [universe of] potential social enterprises in Albania Dataset definition and methodology 2. The survey. Interviews and emerging themes 2.1 Evidence from survey data - … - … - … - Limitations to the development of social enterprises [in Albania] 2.2 Evidence from direct interviews (structured interviews, ab. 5 questions mainly on qualitative aspects) 3. Comparative analysis (Social enterprises – Personal and Social services in Albania; Social enterprises Albania – Social enterprises in the European Union – nesst.org research) (10 pages) 4. Instruments for the development of social enterprises in Albania (20 pages) 4.1 What changes will be necessary in the legislative framework to accommodate the specific needs of social enterprises 4.2 A How To Guide to Work Integration through Social Enterprise in Albania 4.3 Budgetary/financial instruments to support social enterprises 4.4 Other contributions 5. Conclusions and Recommendations (5 pages) TACSO Albania Office • Rr”Donika Kastrioti”, Kotoni Business Centre, 2nd Floor • Tirana, Albania • t: +355 4259597 • e-mail: info@tacso.org SIPU International AB Sweden • Civil Society Promotion Centre Bosnia and Herzegovina • Human Resources Development Foundation Turkey Foundation in Support of Local Democracy Poland • Partners Foundation for Local Development Romania