Annex
to Resolution no. 164
of the Council of Ministers
of 12 August 2014
(Monitor Polski 2014
Item 811 volume 1)
National Programme for
Social Economy Development
__________________________________________________________________
Warsaw 2014
1
Contents
National Programme for Social Economy Development ................................................................. 1
Abbreviations............................................................................................................................... 3
Introduction ................................................................................................................................. 5
Context of Europe 2020 Strategy ...................................................................................................... 11
The context of the national strategic programming ......................................................................... 13
Definition of the social economy and social enterprise .................................................................... 16
Degree of development of social economy ...................................................................................... 18
Civic sector..................................................................................................................................... 18
Cooperative sector ........................................................................................................................ 19
Social cooperatives ........................................................................................................................ 20
Reintegration entities .................................................................................................................... 21
Finances of the social economy sector ............................................................................................. 21
Support for the development of the social economy sector ............................................................ 22
Conclusions drawn from the diagnosis ............................................................................................. 27
Chapter II Objectives of the National Programme for Social Economy Development..................... 29
Result indicators ................................................................................................................................ 34
Flexibility and Programme management .......................................................................................... 35
Chapter III Priorities of the National Programme for Social Economy Development ...................... 36
Priority I. Social economy on a socially responsible territory. ...................................................... 37
Priority II. Regulatory activities in the field of the social economy. .............................................. 45
Priority III. Social economy support system. ................................................................................. 50
Priority IV. Incorporating social economy into the mainstream public policies on the national and
regional level. ................................................................................................................................ 56
Priority V. Education for the social economy. ............................................................................... 62
Chapter IV Monitoring the implementation of the National Programme for Social Economy
Development ............................................................................................................................. 68
Chapter V Basic objectives of the implementation system ........................................................... 73
Chapter VI Financial Scheme for the National Programme for Social Economy Development ........ 75
2
Abbreviations
ABI – Academic Business Incubator
AKSES – a system of accreditation and operating standards for social economy support institutions
BGK – Bank Gospodarstwa Krajowego
CBOS – Public Opinion Research Centre
CEP-CMAF – European Standing Conference of Co-operatives, Mutual Societies, Associations and Foundations.
In 2008, CEP-CMAF adopted the name Social Economy Europe.
CES – Social Economy Centre
CIP EQUAL – Community Initiative Programme EQUAL
CIS – Social Integration Centre
CLLD – Community-Led Local Development, an instrument (method) intended to implement actions which can
or should be implemented by local communities and which are targeted at local development,
CPV – Common Procurement Vocabulary Codes, which constitutes a unified system of public procurement
classification
CSR – Corporate Social Responsibility
EMES – European Research Network, mostly engaged in issues of the third sector
ERDF – European Regional Development Fund
ESF – European Social Fund
EU – European Union
FIO –Civic Initiative Fund
FLAG – Fisheries Local Action Group
GUS – Central Statistical Office of Poland
ILO – International Labour Organization
ITI – Integrated Territorial Investments
KIS – Social Integration Club
KKRES – State Committee for Social Economy Development
KPRES – National Programme for Social Economy Development
KRS – National Court Register
KRS – National Cooperative Council
KSES – State Secretariat for Social Economy
LAG – Local Action Group
LGU – local government unit
MG – Ministry of Economy
MIiR – Ministry of Infrastructure and Development
MPiPS– Ministry of Labour and Social Policy
MS – Ministry of Justice
NGO – non-governmental organization
NPR – National Reform Programme
NSRO – National Strategic Reference Framework
ODR – Rural Advisory Centre
OECD – Organisation for Economic Co-operation and Development
OP – Operational Programme
OP HC – Operational Programme “Human Capital” 2007–2013
OP KED – Operational Programme Knowledge, Education and Development for 2014–2020
OP TA – Operational Programme “Technical Assistance” 2007–2013
OPS – Social Welfare Centre
OSES – Polish Social Economy Meetings
3
OTW – Occupational Therapy Workshops
OWES – Social Economy Support Centre
OWSS – Social Cooperative Support Centre
PBO – public benefit organisation
PCPR– Poviat Family Support Centre
PE – social enterprise
PES – social economy entity
PFRON – State Fund for Rehabilitation of Disabled Persons
PIB – Public Information Bulletin
PKD – Polish Classification of Economic Activity
PUP – Poviat Employment Agency
PZP – Public Procurement Law
RDP – Rural Development Programme
RDPP – Public Benefit Activity Council
REGON – National Official Business Register
RIO – Regional Accounting Chamber
RKR ES – Regional Committee for Social Economy Development
ROP – Regional Operational Programme
ROPS – Regional Centre for Social Policy
SAC – Central Statistical Application
SKES – Standing Conference on the Social Economy
SKOK – Cooperative Savings and Credit Union
SME – small and medium enterprises
SOF-1 – Report on activities of foundations, associations and other social organisations prepared by GUS
SOF-4 – Report on activities of economic and occupational self-government, and employers’ organisations
prepared by GUS
ToR – Terms of Reference
TZN – Technical Educational Centre
UOKiK – Office of Competition and Consumer Protection
UZP – Public Procurement Office
WPRES – Voivodship Programme for Social Economy Development
WUP – Voivodship Employment Agency
VC – venture capital
ZAZ – Vocational Activity Establishment
ZLSP – National Auditing Union of Workers’ Cooperatives
ZUS – Social Insurance Institution
4
Introduction
Pursuant to Article 15 sec. 4 item 2 of the Act on Principles of the Development Policy dated 6 December 2006
1
(Polish Journal of Laws/Dz. U. of 2009 no. 84, item 712, as amended ), the National Programme for Social
Economy Development (KPRES) is a development programme and, therefore, it constitutes an operational
implementation document which was drawn up in order to implement the medium-term national development
strategy – the National Development Strategy 2020 and Social Capital Development Strategy, Human Capital
Development Strategy, National Strategy of Regional Development and other development strategies.
In 1997, the Luxembourg European Summit on employment initiated coordination of the employment policy at
the European level. On that occasion, the Ministers of the Council of Europe for the first time expressly
referred to the social economy in their text and listed it in the part on entrepreneurship as one of the main
2
employment policy stances . Since the beginning of the 21 century, the social economy has gradually been
included in the European Union (EU) policies. It has become a recognised method of acting under the EQUAL
Initiative 2000–2008 and, in broader terms, under the European Social Fund (ESF). In 2003, the EU published a
communication on the promotion of cooperative societies in Europe for European governments and
institutions. The social economy has also been recognised at the global level by the Organisation for Economic
3
Co-operation and Development (OECD) and International Labour Organisation (ILO) .
Polish representatives of the civic sector, cooperative sector and public administration participated in European
activities since the First European Social Economy Conference in the EU Candidate Countries in Prague in 2002.
On 27–29 October 2004, Poland organised the Second European Social Economy Conference in the EU
Candidate Countries in Krakow, which was attended by almost 1000 participants from 31 states.
One of the factors that prompted Poland to development was the implementation of the EQUAL Community
Initiative Programme from August 2004 to 2008, when methodological guidelines for the development of the
social economy and specific solutions supported by regulatory activities of the state were developed. Other
drivers leading to the development of the social economy were the National Development Strategy 2007–
2015 and the National Programme for Social Security and Social Integration for 2006–2008, while in financial
term these were the Civic Initiative Fund, operating since 2005, and Operational Programme Human Capital
(OP HC) agreed in July 2007.
A new stage of the development began on 27 June 2008 in the Gdańsk Shipyard, where the Social Economy
Conference – “The Economy of Solidarity” took place. The aim of the conference was to integrate national and
foreign groups convinced that the social economy may be an important tool in solving social problems. At the
Conference, they announced the Manifesto of Social Economy prepared by the social side and the government
presented a support plan for the activities related to the social economy. In one of its postulates, the Manifesto
provided that It is necessary to build a permanent communication and dialogue mechanism between the
decision-makers (both from legislative and executive bodies) and the social economy sector. The mechanism
would allow to create in Poland, like in other countries, a long-term strategy for the development of social
economy as a part of broader efforts to support the growth of civil society. The strategy should be developed in
co-operation between inter-ministerial government committee and the of social economy sector.
These common public and social concepts and activities resulted in the establishment of a joint governmental,
local governmental and civil Team for Systemic Solutions in the Field of Social Economy (hereinafter referred
1
Amendments to consolidated text of the act referred to above are published in the Polish Journal of Laws/Dz. U. of 2009 no. 157, item
1241, of 2011 no. 279, item. 1644, of 2012 item. 1237, of 2013 item. 714 and of 2014 item 379).
2
Ekonomia społeczna – Kraków 2004. II Europejska Konferencja Ekonomii Społecznej – Materiały, MPS, ZLSP, Warsaw 2005.
3
Jerzy Hausner [ed.], Przedsiębiorstwa społeczne w Polsce. Teoria i praktyka, Cracow University of Economics, Malopolska School of
Public Administration, Kraków 2008;ahttp://www.e-gap.pl/PUBLIKACJE/es%20skrypt4.pdf.
5
to as the “Team”) on 15 December 2008 pursuant to Order of the Prime Minister no. 141. As stipulated in the
order, the Team’s task was to (among others) develop a draft strategy for social economy development.
On 20 July 2011, the draft was discussed during the Team’s meeting and it was decided to submit it for further
work. The Programme was officially presented on 5 and 6 June 2012 during the Third Polish Fair of Active Forms
of Assistance in Byczyna, which was attended by the Minister of Labour and Social Policy, Władysław KosiniakKamysz.
On 8 June 2012, the KPRES draft was subject to public consultations which lasted until 28 September 2012. The
following opportunities were taken during initial consultations:




the draft was presented at conferences, seminars and in training sessions;
articles on the subject were published online (e.g. on ekonomiaspoleczna.pl website);
written opinions were collected;
an online questionnaire was published by the Department of Public Benefit in the Ministry of Labour
and Social Policy.
th
On 8 October 2012, the KPRES draft and a consultation report were presented at a meeting of the Team for
Systemic Solutions in the Field of Social Economy.
It must be emphasised that KPRES is a governmental document which specifies the key directions of public intervention
which are supposed to assure the best conditions for the development of the social economy and social enterprises. It is
mostly addressed to public institutions which develop and implement particular policies, and to people acting within the
social economy sector.
KPRES should be treated as a comprehensive document that accounts for the current social, economical and cultural reality
which, thanks to its structure and contents, is a dynamic document open for phenomena and processes that may arise in
the immediate and distant future and which potentially impacts the development of the social economy.
On the one hand, the social economy and social enterprises may develop using their own internal resources and use public
interventions in a limited scope. On the other hand, in the new perspective, new situations and phenomena may appear
within the areas covered by KPRES support and the social economy must be prepared for it.
Authors of KPRES used their the best knowledge to specify the objectives, related actions and their expected results while
taking account of the political, social and economic context in Poland and the European Union, and put particular emphasis
on the Community and national strategic objectives in the new financial perspective. KPRES requires people coordinating
the implementation process to be flexible, open to the changeable environment and to be ready to amend the document,
change the methods of achieving its objectives and implementing the policy, if such phenomena can significantly impact the
development of social economy in Poland.
Wide-ranging consultations on KPRES and its part in creating the representation of various environments and sectors
resulted in a document which specifies and recommends detailed state’s and interested parties’ activities in order to
develop the social economy in Poland; those activities are intended to increase the social economy’s significance in terms of
the development and implementation of public policies. Moreover, a relevant inter-sectoral approach is required to
monitor and evaluate the progress in Programme implementation in order to ensure the greatest possible flexibility of
KPRES in the face of new challenges.
The draft KPRES has six chapters, as required by the Act on Principles of the Development Policy. The first
chapter presents definitions; the diagnostic part presents the statistics about the social economy sector and
specifies the scale and reach of the current social economy support system. Chapter one also describes what is
expected from the social economy sector. Chapter two describes the main objective and specific objectives of
the Programme, and indicates the Programme’s place and significance in relation to the government priority
structure, indicates the results and related indicators. Chapter three sets forth the priorities, actions and
particular directions of public intervention. Chapter four contains a description of the manner of Programme
monitoring. Chapter five presents the basic premises of the implementation system, and Chapter six – the
required finance scheme suitable for the development programme.
6
Pursuant to Article 15 sec. 6 of the Act on Principles of the Development Policy dated 6 December 2006, the
4
Programme was subject to an ex ante evaluation . The report indicated that the logical structure of the
Programme is correct and that the objectives have the nature of a planned social change. The described
primary results may impact their implementation. The relations between the results and priorities indicate that
it is possible to obtain a synergy effect in the field of interventions, i.e. create a situation in which particular
5
results will be mutually supported by various actions and their partial results . It has also been found that the
proposed strategic approach may be deemed a response to the needs and problems of the SE sector in Poland,
6
which was possible due to the engagement of experts from various sectors and public consultations .
The most important recommendations developed in this respect include:

analysing the problems indicated in the diagnosis and summarizing them, presenting their sources and
providing a clearer indication of how the diagnosed problems translate to objectives and priorities of
the planned intervention;

supplementing the document with an explanation of the premises of the new logical framework and
defining the key elements of this approach;

emphasising that a broad, open formula of the Programme is intended to allow the regions to adjust
the Programme to their needs and specificity; monitoring which KPRES areas are implemented and
which require modification;

analysing the risks and preparing a plan of alternative solutions within the scope of KPRES
implementation;
in-depth studies of the relevance of indicators which will be used to verify the existing indicators and
develop new ones (also on the basis of comparative studies, including international studies).

The recommendations were included in the programme and, in some cases, directed to further works at the
implementation stage.
After the document was unanimously adopted by the Team for Systemic Solutions in the field of Social
Economy led by the Minister of Labour and Social Policy on 17 July 2013 and approved by the management of
the department of labour and social policy, on 17 September 2013 it was submitted to inter-ministerial and
public consultations; the deadline for submitting comments and remarks was 25 October 2013.
All comments submitted during the consultations were analysed in November and December 2013. The results
of this analysis were presented in January 2014. On 5 February 2014, a consultation conference was organized,
while in March and April 2014, final arrangements with the Ministry of Finance and the Ministry of
Infrastructure and Development were made. In April 2014, the draft was submitted for consultations and
agreed by the Joint Central Government and Local Government Committee. In June 2014, the draft was
adopted by the Coordination Committee for Development Policy and was assessed as compliant with the
Medium-term National Development Strategy by the Minister of Infrastructure and Development.
4
Evaluation Centre, Analiza projektu Krajowego Programu Rozwoju Ekonomii Społecznej na lata 2014–2020. Raport z badania, Warsaw, 10
July 2013.
5
Ibidem, p. 48.
6
Ibidem, p. 50.
7
Chapter I
Social Economy Diagnosis
The definition of the term “social economy”, also referred to as solidarity economy, is
Objectives,
ambiguous and remains the subject of discussions among experts, theoreticians and
values and
practitioners of the topic. From the legal and institutional point of view, what
traditions
constitutes the social economy is its legal and organizational form. From the
normative point of view, this category is defined by common features and principles
of functioning that identify various entities operating within the social economy. The principles distinguishing
social economy entities from others are: 7




the precedence of providing services to the members of community over profit;
autonomous management;
a democratic decision making process;
the precedence of people and labour over capital in terms of profit distribution.
The criterion of rooting the Programme in values and principles was consciously displayed in the Social
Economy Manifesto of June 2008. The Manifesto also indicates that solidarity is one of the binding agents
attributed to the social economy which is legitimised in the constitutional social formula of market economy.
According to the Manifesto, the social economy has no political affiliation. It is composed of universal elements
which are important for different social options. This is a great advantage which makes it possible to ensure
harmonious development while respecting the continuity of changes. The social economy does not force us to
choose between freedom and solidarity, but shows that true solidarity comes from liberty and it cannot be
arbitrarily imposed.
When discussing the development of the social economy in Poland, it is important to refer to its historical
background and its advocates: Stanisław Staszic, priest Piotr Wawrzyniak, Edward Abramowski, priest Wacław
Bliziński, Maria Orsetti, Stefan Żeromski, Stanisław Wojciechowski, Teodor Toeplitz, Franciszek Stefczyk,
Romuald Mielczarski, Maria Dąbrowska, Jan Wolski, Stanisław Thugutt. As the authors of recommendations for
the development of the Polish model declared, the social economy is an idea which, despite its numerous
definitions, arouses great, often very different expectations. Some people see it as a world-saving concept,
others as a mechanism of social policy reforms, an effective way of building social cohesion or a method of
solving problems of particular people or social groups 8.
At present, the social economy, as a dynamic management area included in the main public policy movement,
is and will remain the subject of theoretical discussions, and will be taken into account during practical
evaluation of model solutions, including those offered in KPRES.
The social economy may surely become a significant part of the European Social Model and Polish social policy.
Naturally, it will not solve all social and economic problems, but it may play an important role in the new social
integration policy, i.e. the process under which entities, environments and communities at risk of poverty and
exclusion are given opportunities, possibilities and resources necessary for full participation in the economic,
social and cultural life to reach a decent standard of living.
7 Jacques Defourny, Patrick Develtere, Ekonomia społeczna. Światowy trzeci sektor, [in:] Trzeci sektor dla zaawansowanych. Współczesne
teorie trzeciego sektora – wybór tekstów, Stowarzyszenie Klon/Jawor, Warsaw 2006.
8 Piotr Frączak, Jan Jakub Wygański [ed.], Polski model ekonomii społecznej – rekomendacje dla rozwoju, Foundation for Social and
Economic Initiatives, Warsaw 2008.
8
However, we must remember, that activities undertaken by entities in the SE sector
have a much broader context:




Benefits from
the social
economy
they are incorporated in the idea of building participatory democracy and
social capital through a new vision of social governance and integration of
local communities. We can analyse the role of the social economy on two levels: on the individual
level, where employment allows social enterprise employees to improve their social skills, expand
their contact network and enter new interactions, which enables them to build their own and the
enterprise’s social capital. It should be noted that according to a CBOS survey conducted in February
2012, more than a half of the respondents (55%) stated that they did not know anyone to run a
business with. At the same time, two fifths of the respondents (40%) declared that they were ready to
undertake such cooperation9. The second level of the analysis is the social level as the activities of
social enterprises may tighten the relations between local structures, contribute to creation of a civic
society and increase citizens’ confidence in public institutions;
they may participate the employment growth policy by filling the area of local social services and
allowing representatives of groups particularly vulnerable on the labour market to find employment.
By creating jobs and adopting a creative approach to the activation and support of people in difficult
situation, social economy entities and enterprises create a real opportunity to ensure such people’s
permanent activation, allow them to gain independence, and ensure as social and professional
activation. Employment in a social enterprise may turn the currently passive clients of social welfare
institutions into partners who actively strive to improve lives. In this respect, we can distinguish two
types of social entities and enterprises: those oriented at integration and those oriented at services
within the area of public benefit;
they are an important instrument of social integration; thanks to professional activation, the effects of
employment in the social economy sector increase the employees’ quality of life, empower them and
give them an opportunity to satisfy higher needs. Within the context of social integration, the
employment effect allows a better use of local resources, enhances competitiveness of local economy
and creates cohesion in the local social governance. In terms of employment and integration, social
economy entities may result in creating a practice of delivering services of public interest which satisfy
important needs that cannot be satisfied by the members of local communities themselves;
they are also an instrument of local community development, which provides the citizens with
affordable services of general interest. Social economy entities may contribute to the mobilisation of
local resources, enhance the competitiveness of local economy by developing a cooperation network,
lowering the costs of running a business activity, delivering goods and services to local entrepreneurs
and community. An analysis of the basic functions of social economy entities and social enterprises
indicates that social economy entities and social enterprises, embedded in a network of local
partnerships and agreements, may become an effective instrument which will initiate and support
local development and rationally use the resources available at the local level; social economy entities
and social enterprises in a stable financial situation may create a real opportunity for people at risk of
social exclusion to enter the labour market and improve the standard of living. Moreover, by providing
socially useful goods and services, they may impact the quality of life in local communities and, at the
same time, increase the level of social capital.
Activities under the coordinated public, policy which is implemented in relation to strategic programming,
require a new opening by defining the key terms, clearly localising the context of such activities in the
European Social Model, drawing conclusions based on the current state of affairs and precisely describing the
9 CBOS, Gotowość Polaków do współpracy w latach 2002–2012, Communication BS/19/2012.
9
objectives, results and directions of public intervention. All these elements are reflected in the National
Programme for Social Economy Development.
10
Context of Europe 2020 Strategy
There are no doubts that in the perspective of programmes until 2020, the social
economy and social enterprises have gained new dynamics and created solid
foundations for the use the opportunity to develop.
Europe 2020: An
impulse to
development
The primary priorities of Europe 202010 dated March 2010 include development
conducive to social inclusion – supporting high-employment economy, delivering social and territorial cohesion.
This objective will be fulfilled by two flagship initiatives: the agenda for new skills and jobs and the European
platform against poverty.
Communication from the European Commission The European Platform against Poverty and Social Exclusion: a
European framework for social and territorial cohesion 11 dated December 2010 indicates that the platform is
the EU’s contribution to solving these problems under Europe 2020. The Commission outlined the following
areas of action:





implementation of activities which mobilise all policy fields,
more intensive and effective use of the EU funds in order to support social inclusion;
promoting evidence-based social innovation;
partnership cooperation and use of the social economy’s potential;
enhanced political coordination among Member States.
Within the scope of using the social economy’s potential, it was established that the Commission would
support the development of the social economy as an active inclusion tool by proposing measures to improve
the quality of legal structures relating to foundations, mutual societies and cooperatives operating in the
European context, proposing "Social Business Initiative" in 2011 and facilitating access to relevant EU financing
programmes.
A similar announcement was made in Communication of the European Commission – Towards a Single Market
Act. For a highly competitive social market economy 50 proposals for improving our work, business and
exchanges with one another12 dated October 2010. Among new measures contributing to the development of
the social market economy, the document outlined proposal 36 which stipulated that in 2011 the Commission
would present a social business initiative proposal.
In October 2011, the European Commission announced Communication Social Business Initiative13, which
presented a short-term action plan intended to support social enterprises, key social economy and innovation
entities, and discussed the directions of analysis in the medium- and short-term perspective. The action plan
indicated the following actions were required:
10 Communication from the Commission Europe 2020 A strategy for smart, sustainable and inclusive growth, COM(2010) 2020, final
version dated 3 March 2010.
11 Communication from the Commission to the European Parliament, the Council, the European Economic and Social Committee and the
Committee of the Regions The European Platform against Poverty and Social Exclusion: A European framework
for social and territorial cohesion, COM(2010) 758, final version dated 16 December 2010.
12 Communication from the Commission to the European Parliament, the Council, the Economic And Social Committee and the Committee
of the Regions Towards a Single Market Act. For a highly competitive social market economy 50 proposals for improving our work,
business and exchanges with one another. COM(2010) 608, final version dated 27 October 2010.
13 Communication from the Commission Social Business Initiative Creating a favourable climate for social enterprises, key stakeholders in
the social economy and innovation, COM(2011) 682, final version dated 25 October 2011.
11



improving the access to financing by facilitating the access to private financing and mobilisation of
European funds;
increasing the visibility of social entrepreneurship by developing tools to gain a better understanding
of the sector and increase the visibility of social entrepreneurship, reinforcing managerial capacities,
professionalism and creating a social business network;
improving the legal environment by developing appropriate European legal forms adjusted to the
needs of European social entrepreneurship, public procurement and state aid.
Another significant impulse towards the development of the social economy appeared in 2012 in the
Statement of the Members of the European Council of 30 January 2012 Towards Growth-Friendly
Consolidation and Job-Friendly Growth14. This document announced that the EU would support the efforts to
increase the supply of jobs and decrease the unemployment rate among young people by, among others, using
the ESF to support the drafting of apprenticeship programmes and support programmes targeted at young
business starters and social entrepreneurs.
Consequently, Communication of the European Commission Towards a job-rich recovery15 dated 18 April
2012, in the part about job creation, indicated that (among others) social economy entities and social
enterprises are important factors driving job generation and social innovations conducive to social inclusion. In
the part about using of the job-creation potential in key economy sectors, the authors considered jobs in green
economy and employment in health care and social services sector.
On 9 January 2013, the European Commission presented a new communication entitled: Entrepreneurship
2020 Action Plan. Reigniting the entrepreneurial spirit in Europe16, in which it was indicated that efforts
should be made in order to make the idea of being an entrepreneur attractive to the Europeans. The above
also refers to social entrepreneurs whose potential is often undermined. It was expressly stated that they
create sustainable jobs and show a greater resistance to the crisis than the economy in general. Social
entrepreneurs are innovators, they are the driver of social inclusion and contribute to the achievement of the
objectives set forth in Europe 2020. According to the above-mentioned document, Member States will be
asked to consider a greater variety of business models and legal statutes in their national and local enterprise
support systems and to draft programmes on education and training in social entrepreneurship.
Moreover, Communication from the Commission Towards Social Investment for Growth and Cohesion –
including implementing the European Social Fund 2014-2020 17 dated 20 February 2013 indicates that the
resources devoted to social policy are not only from the public sector. Social services are also commonly
provided by non-profit organizations. The services cover homeless shelters, support for elderly and disabled
people and social benefit consultancy centres. The activities of the public sector may be supplemented by the
activities or social enterprises, which can become pioneers on new markets. Considering the above, the
Commission called Member States to (among others) support social entrepreneurs by developing incentives for
new enterprises and to support their further development by expanding their knowledge and contact
networks, and ensuring they are in a favourable regulatory environment, in accordance with the Social Business
Initiative and the Entrepreneurship 2020 Action Plan. All these elements are a clear signal from the EU which
points out the need to provide systemic support to reinforce and develop the social economy as an instrument
supporting social integration and services of general interest.
14 http://www.consilium.europa.eu/uedocs/cms_Data/docs/pressdata/PL/ec/127601.pdf.
15 Communication from the Commission to the European Parliament, the Council, the European Economic and Social Committee and the
Committee of the Regions Towards a job-rich recovery. COM(2012) 173, final version dated 18 April 2012.
16 Communication from the Commission to the European Parliament, the Council, the European Economic and Social Committee and the
Committee of the Regions Entrepreneurship 2020 Action Plan . Reigniting the entrepreneurial spirit in Europe, COM(2012) 795 dated 9
January 2013
17 Communication from the Commission to the European Parliament, the Council, the European Economic and Social Committee and the
Committee of the Regions Towards Social Investment for Growth and Cohesion – including implementing the European Social Fund 20142020, COM(2013) 83, final version dated 20 February 2013.
12
The context of the national strategic programming
Pursuant to the provisions of the National Programme for Social Economy
A priority in Polish
Development, in 2020, the social economy will be an important element of public
strategic thinking
policies, contributing to the increase of employment, social cohesion and
development of social capital. This is the primary objective of the social economy
support policy. This means that the development of the social economy contributes
to the fulfilment of key national development objectives formulated in other strategic documents.
The National Programme for Social Economy Development is drafted in a specific strategic context. The basic
point of reference in terms of documentation is the Long-term National Development Strategy – Poland 2030.
Third Wave of Modernity, National Development Strategy 2020 and nine integrated horizontal strategies.
Long-term National Development Strategy – Poland 2030 Third Wave of Modernity
National Development Strategy 2020
Active society, competitive economy, efficient state
Other
strategies
Efficient
state
strategy
Enterprise Development
Programme by 2020
Strategy for
economy
innovation and
efficiency
Strategy for
development of
social capital
National Programme for
Social Economy
Development
Strategy For
Development Of
Human Capital
National
Strategy of
Regional
Development
National Programme for
Combating Poverty and Social
Exclusion 2020.
The strategic objective indicated in the Long-term National Development Strategy, pillar Innovation, under
priority Human Capital, is achieving welfare through work by supporting educational and professional activities
and increasing general access to public services at every life stage.
Considering that the support must reach groups of people who really need it and that the support system
based of social services, including the social economy, must be developed, operational objective 3.1 Reviewing
the Benefit System was included in the objective Improvement of Social Cohesion. The development of the
18
social economy is also provided for in the National Development Strategy 2020 . Particular importance is
assigned to Strategic Area III Social and territorial cohesion where the social economy is represented in all
objectives.
18
Resolution of the Council of Ministers no. 157 dated 25 September 2012 on adopting the National development Strategy 2020 (M.P. item
882).
13
19
Objective 2 of the National Strategy of Regional Development , Establishment of the territorial cohesion and
preventing the processes of marginalisation of problem areas – preventing social exclusion provides for limiting
poverty, especially among children and elderly people, implementation of social integration programmes,
development of social economy activities, including social economy enterprises which improve social
integration, improve or supplement public services and develop local communities.
The institutional basis for the development of the National Programme for Social
Social Capital
Economy Development is the description of activity Supporting the development of
Development
social entrepreneurship and other forms of preventing social and professional
Strategy
exclusion, including various forms of self-support (in Priority Improvement of social
integration and solidarity for Objective 2: Improvement of social participation
20
mechanisms and citizens’ impact on public life) presented in the Social Capital Development Strategy . This
description provides that the social economy is an innovative instrument which improves social and
professional integration of socially excluded people and strengthens the social capital. Social economy entities
satisfy the need for employment of disadvantaged people and supplement the delivery of goods and services
by the market and the state, and solve various social problems existing in numerous areas of social life.
The strategy referred to above lists the following issues as the most important for the development of the
social economy:







inclusion of local governments units at the voivodship level, which support regional and local
development, as a key entity within the scope of programming, support and development of social
entrepreneurship in voivodships, and implementation of systemic solutions which allow accredited
institutions, providing infrastructural support to social entrepreneurship (Social Economy Support
Centre), to operate as a civil-public partnership in the field of services, training and consultancy;
adopting the National Programme for Social Economy Development (KPRES) which localises the
social economy in the context of integrated strategies and presents its vision in which social
enterprises are a permanent and visible entity in the social and economic life in the local and regional
dimension;
adopting the act on social entrepreneurship which will allow people to apply for the status of a social
entrepreneur; this status will confirm that by running its business, a given entity fulfils particular social
objectives;
drafting and carrying out educational activities focused on the social economy to educate (among
others) children and youth about how to prepare to become an entrepreneur and to suppot pupils’
cooperatives;
preparing and implementing repayable financing systems (loans, credits and guarantees) for social
entrepreneurs;
drafting and implementing effective tools to measure the social added value generated by social
enterprises and other economic undertakings which fulfil social objectives; this is necessary to
rationally and effectively distribute public funds in the area of social entrepreneurship;
constantly searching for innovative solutions and mechanisms preventing social and occupational
exclusion. In order to achieve this, it is necessary to support projects testing new solutions and
popularise solutions which prove to be effective and useful.
It was announced that all undertakings under Objective 2 will be based on MPiPS’s experience in supporting
activities under OP HC and OP FIO. In the following financial perspective (after 2013), the functioning of Civic
19
National Strategy of Regional Development 2010–2020: Regions, Cities, Rural Areas. The document adopted by the Council of Ministers
on 13 July 2010.
20
Resolution no. of the Council of Ministers dated 26 March 2013 on adopting “Social Capital Development Strategy” (M.P. item. 378).
14
Initiative Funds, which are the substantial and financial formula of building a civil society as an integral part of
the social capital, will be prolonged.
The National Reform Programme for the Implementation of the Europe 2020 Strategy. Update 2014/2015
21
(KPR 2013/2014) significantly supports the strategy implementation in terms of the participation in European
structures. The document states that the National Programme for Social Economy Development will be
adopted, the pilot loan fund will be continued and anticipates activities intended to implement the system for
accreditation and operational standards for social economy support institutions.
21
National Reform Programme Strategy Europe 2020. Update 2014/2015 (KPR 2014/2015). Adopted by the Council of Ministers on 22 April
2014.
15
Definition of the social economy and social enterprise
By way of works conducted by the Team and discussions held by civic organisations, a Polish definition of the
social economy was established.
Social economy is an area of civic activity which, by means of economic and public interest activities,
contributes to: professional and social integration of persons at risk of social marginalisation, job creation,
22
provision of social services of general interest and local development .
According to the above definition, social economy entities operating within the social economy can be grouped
into four main categories:

social enterprises, which constitute the foundation of the social economy;

reintegration entities which support social and professional reintegration of people at risk of social
exclusion, i.e. Vocational Activity Establishments, Occupational Therapy Workshops, Social Integration
Centres and Social Integration Clubs; these organisational forms will never be social enterprises, but
they might prepare people to run a social enterprise or work in a social enterprise, or they might be
run as a service for local community by social enterprises;
public benefit purpose entities, which run a business activity and employ people, although their
activity is not based on the economic market. Public benefit purpose entities are non-governmental
organizations carrying out chargeable and free public benefit activities; these entities may become
social enterprises, provided that they undertake full economic activity and fulfil their statutory tasks in
relation to profit distribution;

22

economic actors which were established to fulfil a social objective or a social objective of common
interest underlies their commercial activity. These entities do not display all the features of a social
enterprise. This group may be divided into four sub-groups:
o
non-governmental organisations conducting an economic activity, the profits from which are used to
23
support their statutory tasks; Vocational Activity Establishments ;
o cooperatives targeted at employment;
o other cooperatives of consumer and mutual nature.
Term social services of general interest, used in European nomenclature is translated as usługi społeczne interesu ogólnego or usługi
społeczne użyteczności publicznej. The Programme uses the term usługi społeczne użyteczności publicznej as it is closer to Polish legal
standards,
23
Vocational Activity Establishments are included in two categories (reintegration entities and the economic area) due to their hybrid
nature recognised in Decision EC K(2007)3050 dated 27 June 2007 and in Polish law [(Article 29 and Article . 68c sec. 2 of the Act on
Professional and Social Rehabilitation and Employment Of Disabled People dated 27 August 1997 (Polish Journal of Laws/Dz. U. of 2011 no.
127, item 721, as amended.); act amending the Act on Professional and Social Rehabilitation and Employment Of Disabled and Other Acts
dated 29 October 2010 (Polish Journal of Laws/Dz. U no. 226, item 1475, as amended); Article . 38 sec. 2 item 2 of the act on personal
income tax dated 26 July 1991 (Polish Journal of Laws/Dz. U. of 2010 no. 51, item 307, as amended.); Regulation of the Minister of Labour
and Social Policy on Vocational Activity Establishments dated 17 July 2012 (Polish Journal of Laws/Dz. U. item 850)], and European
legislation (e.g. Declaration on the rights of disabled persons, item 7).
16
Fig. 1. Social economy entities and social enterprises.
Informal area / mutual services
Reintegration
entities
Entities operating in the public
benefit area, about 77 thousand
entities, 123 thousand employed
including: entities operating
in the public benefit area
which conduct an economic
activity (about 9 thousand)
Consumer cooperatives
Producer cooperatives
Worker cooperatives
about 15.2 thousand
265.9 thousand employed
Social
enterprises
Social
cooperatives
Non-formal initiatives, which are becoming more and more popular, are a separate,
Definition of a
fifth group within the framework of the social economy. They include (among others),
social
the emerging consumer cooperative movement – such cooperatives are already
enterprise
operating in Białystok (two), Gdańsk, Krakow (two), Lublin, Łódź, Poznań, Warsaw
(two) and Wrocław, other undertakings within the framework of mutuals, “shared
economy” and various city, tenants and neighbours’ movements. The situation of pupils’ cooperatives is very
similar. In 2011, there were about 5 thousand pupils’ cooperatives in Poland. Although such cooperatives are
not formal organizations, they may constitute, and often do constitute, an important basis of the social
economy development.
Social enterprises have features common for entities from other groups, but the most important
characteristics have been listed below:



17
a social enterprise is an entity conducting economic activities, distinguished in terms of organisation
and accounting;
the aim of their economic activity is social and professional integration of people at risk of social
exclusion (in this case, employment of at least 50% of people from groups at risk of social exclusion or
30% of people with moderate or severe disability is required) or provision of social services of general
interest; at the same time, they fulfil pro-employment objectives (employment of at least 20% of
people from certain groups at risk of social exclusion);
they do not distribute profit or balance surplus among the shareholders. Instead, that money is used
to strengthen the enterprise’s potential as indivisible capital and a certain part of the capital is used

for professional and social reintegration (in the case of employment-targeted enterprises) or for public
benefit activity conducted in favour of the local community in which the enterprise operates;
they are managed in accordance with democratic principles or, at least, consultancy principles with
the participation of employees and other interested parties; the remuneration of the managerial staff
is limited.
The status of a social enterprise will be obtained under regulations on social enterprises by receiving a relevant
entry into the National Court Register.
Degree of development of social economy
The most important groups of social economy entities are civic organizations conducting their economic
activity for public benefit, and cooperatives.
Civic sector
st
Pursuant to the REGON Business Registry as of 31 December 2011, the civic sector
entails 89 888 associations and 12 763 foundations, 14 271 organisational units of the
Catholic Church, 1508 units of other churches and religious organisations, 3784 social
organisations not listed elsewhere, 19 175 labour unions, 5801 economic and
occupational self-government organizations, 244 political parties and 371 employers’
organisations. This adds up to a total of 147 805 registered entities24.
Civic sector in
Poland
Research conducted in 2011 by the Central Statistical Office of Poland, SOF-1 and SOF-4, indicate that in 2010
there were 80.4 thousand organisations, including 67.9 thousand associations and similar social organisations,
7.1 thousand foundations, 3.6 thousand economic self-government organisations and 1.8 thousand social
religious entities. The membership base of civic organisations contains about 9 million people. Every tenth
third-sector organisation covered by the research, i.e. 7.3 thousand organisations, had the status of a public
benefit organisation (PBO). 32.2 thousand out of 67.9 thousand associations and similar organisations are
typical associations and social organisations, 18.4 thousand are physical culture associations and sports unions,
14.8 thousand are volunteer fire brigades and 2.5 thousand – hunting clubs25. In 2005–2010, the number of
active associations, similar social organisations and foundations increased by 22%, their revenue increased by
108%, but the membership base shrank by 18%.
In 2005–2010, the number of third-sector organisations increased by 19%, their revenue increased by as much
as 186% and the membership base shrank by 20%.
The research (covering both registered organisations and active organisations surveyed by GUS) show a great
territorial diversity in the functioning of civic organisations. Mazowieckie Voivodship with Warsaw is clearly
dominant in this respect. According to GUS, 15.5% of the organisations originate from this region, while 8.1%
all organisations originate from Warsaw itself (34.6% of all foundations). High share of such organisations is
also attributed to Wielkopolskie (10%) and Małopolskie Voivodship (9.1%).
24 Data according to: Sprawozdanie z funkcjonowania ustawy o działalności pożytku publicznego i o wolontariacie za lata 2010 i 2011,
MPiPS, Warszawa 2012, pp. 9-12; http://www.pozytek.gov.pl/files/pozytek/sprawozdanie_z_ustawy/sprawozdanie_06_09_2012.pdf. To
compare, pursuant to the National Court Register as at 31 December 2011, the register of associations, other social and professional
organisations, foundations and public healthcare centres under KRS contained: 62 795 associations, 12 783 foundations, 520 crafts
organisations, 4477 socio-occupational farmers’ organisations, 12 labour unions of individual farmers, 128 units of occupational selfgovernments and other entrepreneur, 37 other entrepreneur organisations, 377 chambers of commerce, 7712 labour unions, 424 employers’
organisations, 6675 associations of physical culture and sports unions, 90 other social or professional associations, 532 legal persons and
other organizational units being public benefit organizations, which added up to a total of 96 562 entities.
25 Trzeci sektor w Polsce. Stowarzyszenia, fundacje, społeczne podmioty wyznaniowe. Samorząd zawodowy i gospodarczy oraz organizacje
pracodawców w 2010 r., GUS, Warsaw 2013; http://www.stat.gov.pl/cps/rde/xbcr/gus/GS_stow_fund_i_spol_podm_wyz_2010.pdf.
18
In Poland, there is 20.9 third-sector entities per 10 thousand people on average. The greatest availability and
share of organisations is attributed to the central and eastern regions of Poland with 22.5 entities per 10
thousand inhabitants, while in the southern region of Poland (which ranked as third in terms of the number of
organisations) the number of organisations per 10 thousand people was the lowest, i.e. 18. In Lubelskie,
Mazowieckie, Podkarpackie and Wielkopolskie Voivodships, the number of organisations per 10 thousand
people was the highest: from 23.3 to 23.7 entities, with the lowest number being attributed to Śląskie
Voivodship (15.1 entities).
At the end of 2010, a total of 132.5 people had an employment contract signed with a third-sector
organisation. For 111.8 thousand employees, these organisations were the main workplace. In 2008, the
number of people employed in this sector was 70.8 thousand (including 60.2 for whom organisations were the
main workplace, which indicates high dynamics of growth within the past two years).
In 2010, 62% of organisations did not employ any paid staff; 22% of them offered only civil law contracts, and
only 16% of organisations had salary employees (and, at the same time, employed other people on the basis of
civil law contracts).
Although the average number of salary employees in organisations was 10, half of these organisations did not
employ more than 3 people. However, Klon/Jawor research indicates that every fifth organisation (19%) has
salary employees (working part- or full-time) and 21% of organisations cooperate with people on a regular
basis (at least once a month) against payment, but without signing employment contracts with them.
Sometimes, such cooperation is not much different from salary employment. Declarations on the number of
worked hours allow us to estimate that only about 6% of organisations employed people for 5 and more fulltime equivalents. Therefore, paid employment only supports the social engagement of members and
volunteers26.
NGOs running an economic activity are an important actor which can potentially create social enterprises on
the social economy arena. At the end of 2010, registered economic activity was being conducted by 7.24
thousand foundations, associations, similar social organisations and social units of the Catholic Church covered
by the GUS survey. The conducted study showed that only a half of these organisations (52%) was actually
conducting an economic activity, while the remaining part had temporarily suspended or ceased such activity
without applying for cancelation of the entry to the registry, or hadn’t even started their economic activity.
Nevertheless, the data presented above show the scale of the phenomenon.
There are, however, no aggregate statistics on non-profit companies operating as social enterprises. It is
estimated that there are about 20–30 of such companies is Poland, but there is no official register of such
entities.
Cooperative sector
Cooperatives play an important role in the social and economic development of
Condition of
Poland and significantly impact the living conditions of Poles. Thanks to their specific
cooperatives in
system of functioning, cooperatives diversify the economic system, enrich the market
Poland
and support its sustainable functioning. Cooperative organisations have numerous
advantages which, in certain conditions, may become very helpful for the state and
the society. These include the ability to provide stable employment, which has been confirmed by European
research which covered (among others) Poland27. The support for this sector is particularly important due to
the positive function of cooperatives in terms of employing people disadvantaged on the open labour market.
The share of disabled people in the total number of cooperative employees is 3 times greater than in the entire
26 „Życie codzienne organizacji pozarządowych w Polsce”, Klon/Jawor, Warszawa 2012, p. 26.
27 See: Bruno Roelants Diana Dovgan, Hyungsik Eum and Elisa Terrasi, The resilience of the cooperative model, Brussels 2012.
19
national economy (11.6% in comparison to 3.6%). 59% of cooperative employees are women (which is 14
percentage point more than the share of women employed in national economy). Moreover, cooperatives
provide long-term employment for people at the immobile or retirement age (53% to 36%), and employ less
educated people (78% to 68.3%) (Międzyresortowy raport o spółdzielczości polskiej [Interministerial Report on
Polish Cooperatives], 2010). These data are crucial in the context of raising the retirement age and winding-up
of cooperatives causing the inflow of people at greatest risk of social exclusion to the labour market.
The Polish cooperative sector comprises almost 17 thousand of cooperatives registered in the REGON system.
According to the calculations of the National Cooperative Council, almost 9 thousand of cooperatives are active
economic entities. They associate more than 8 million members and provide employment to about 400
thousand employees, including 265.9 thousand people working in cooperatives which employ 10 or more
people28. This sector is extremely diversified. Most of the cooperatives functioning today were established
before 1989 (62%). According to REGON, the number of registered cooperatives in 2006–2012 dropped from
18 200 to 17 15329.
One of the important groups of cooperatives from the KPRES perspective is the group targeted at employment.
It comprises traditional worker cooperatives, cooperatives of disabled and blind people, folk handicraft
cooperatives “Cepelia” and social cooperatives (which are discussed separately). According to the data of 1
March 201230, 648 active worker cooperatives 224 cooperatives of disabled and blind people and 9 folk
handicraft cooperatives were operating in Poland, which adds up to 881 active economic entities. The highest
number of worker cooperatives is associated in the National Auditing Union of Workers’ Cooperatives (more
than 200 entities). The second largest association is the Cooperative Revision Union “Wspólnota Pracy” which
associates 84 cooperatives. Cooperative Revision Union “Cepelia” associated 18 cooperatives and the Polish
Craft Association declares that, together with chambers of crafts, it associates 168 cooperatives31.
Cooperatives serving a non-employment function employ about 60 thousand people, including 45 thousand of
cooperative members32.
An interesting form in the cooperative sector are pupils’ cooperatives. Statistics provided by the Foundation for
the Development of Pupils' Cooperatives list as many as 5 thousand of such entities, however, we still lack
detailed data. Pupils’ cooperatives, which are often supported by cooperative banks, worker cooperatives or
consumer cooperative “Społem”, are a practical way of teaching pupils socially-responsible entrepreneurial
attitude.
Social cooperatives
The most popular new type of a cooperative in Poland is social cooperative. These enterprises function
pursuant to the Act on Social Cooperatives dated 2006, which indicates that the main objective of cooperatives
is bringing people at risk of social exclusion and people of low employability back to the labour market by
running a common enterprise, and to allow professional activation of the unemployed. This created a new type
of a legal entity which is not only targeted at running an economic activity, but also at acting in favour of social
and occupational reintegration of cooperative members.
As provided by the Polish National Union of Co-operatives, at the end of 2012 there were 601 cooperatives of
this type registered in the National Court Register; at the end of 2013 this number reached 850 and at the end
of the first quarter of 2014, more than 1 thousand of social cooperatives were registered in the National Court
Register. However, it is difficult to establish how many of these cooperatives are actually operating. Research
28 Rocznik Statystyczny Rzeczypospolitej Polskiej 2012, GUS, Warszawa 2012, p. 228.
29 Zmiany strukturalne grup podmiotów gospodarki narodowej w rejestrze REGON, 2012, Warszawa 2013, p. 37.
30 Materials from 5th Cooperative Congress, National Cooperative Council, Warsaw27 and 28 November 2012, p. 55.
31 Data based on: http://www.zrp.pl.
32 Raport o spółdzielczości polskiej [Report on Polish Cooperatives]. Document adopted by the Inter-ministerial team on 19 January 2010.
20
results indicate that some of the cooperatives ceased business activity, although they have never been formally
deregistered33.
According to research results obtained in 2010, 83% of social cooperatives covered by the research were
established by unemployed people and 38.4% employed at least one disabled person. In 2010, a vast majority
of the researched cooperatives were small entities comprising 5–9 members. Only 10% of the cooperatives had
10 or more members. More than a third of the researched cooperatives employed additional employees who
were not their members.
Reintegration entities
According to MPiPS, in 2012, there were 92 Social Integration Centres, including 68
Integration
centres established by civic organisations. According to the data for 2012, the number
and unoffical
of beneficiaries of these centres added up to about 5.4 thousand people from socially
entities
excluded groups. Classes on social and professional integration were most frequently
attended by people suffering from long-term unemployment, who constituted 69% of
all CIS. About 10% of the beneficiaries use the support for the disabled34. Moreover, 69 Vocational Activity
Establishments, including 43 established by civic organisations employing 3 523 people, 2 651 of which are
35
disabled, were operating in 2012 .
In 2012, poviat governments used their own funds and funds from the State Fund for Rehabilitation of Disabled
Persons (PFRON) to cover the costs of participation of 24.3 thousand of disabled person in 672 Occupational
Therapy Workshops, including 125 workshops organized by a public finance sector unit and 520 workshops
organised at units from outside the public finance sector, and 28 workshops at Sheltered Work Enterprises36.
In 2010, 286 Social Integration Clubs were functioning, 223 of which actually run a business activity37.
There is also the unexplored area of unofficial activities which encompasses initiatives targeted at survival or
lowering one’s subsistence expenses, self-assistance, assisting other people in a difficult economic situation or
assistance of economic nature, common management supporting the fulfilment of objectives of a given group
or society (implementation of projects, learning, joint cultural activity). These initiatives refer to the value of
the social economy, use social economy methods and organizational solutions.
Finances of the social economy sector
According to GUS, in 2011, the share of the cooperative sector in global production, i.e.
in the total production of goods and services in all ownership sectors, was PLN 47.7
billion, which amounted to 1.5% of the total global production, whereas the share of
non-commercial institutions38 amounted to PLN 24.6 billion, which is 0.8% of global
Finances of the
social economy
33 Research conducted in Wielkopolska shows that this is true for more than a third of cooperatives. Cf.: Joanna Kobielska, Obraz
spółdzielni socjalnych w świetle badań przeprowadzonych w ramach projektu „Wykluczenie społeczne: diagnoza i mechanizmy
przeciwdziałania w województwie wielkopolskim”, [in:] Spółdzielnie socjalne. Skuteczny mechanizm walki z wykluczeniem społecznym
czy ślepa uliczka?, Collective work edited by Jacek Tittenbrun, Poznań 2010, p. 84, http://www.wykluczenie.spoldzielnie.org.
34 Social Integration Centres, departments of professional activation and occupational therapy workshops in 2012, GUS, Warszawa, 29
November 2013.
35
Data provided by the Office for Disabled People of MPiPS as on 31 December 2012.
36 Information of the Government of the Republic of Poland on activities undertaken in 2010, aimed at implementing the provisions of
Resolution of the Sejm of the Republic of Poland dated 1 August 1997. The Charter of Rights for Persons with Disabilities, Parliamentary
document no. 46dated 8 December 2011, p. 58.
37 Raport o działalności Klubów Integracji Społecznej w Polsce (data obtained by collecting 139 questionnaires in 13 voivodships),
Department of Social Assistance and Integration of the Ministry of Labour and Social Policy, Warszawa, August 2011.
38 According to GUS, the non-commercial institution sector encompasses: social organisations, political parties, labour union organisations,
associations, foundations and units of religious associations; Third sector in Poland. Associations, foundations, social religious entities.
Occupational and economic self-government and employers’ organisations in 2010,
http://www.stat.gov.pl/cps/rde/xbcr/gus/GS_stow_fund_i_spol_podm_wyz_2010.pdf.
21
production in total. In 2011, the cooperative sector39 earned PLN 13.2 billion (0.9% GDP), while the noncommercial sector earned PLN 13.8 billion (also 0.9% GDP)40.
The cooperative sector is fully supported by market activities, but besides the financial (cooperative banks,
savings and credit unions) and residential sectors, it does not have a significant share in the economy.
Unfortunately, the last comprehensive studies of the cooperative sector were conducted in 2006 and 200841,
which makes it difficult to deliver any information on the financial situation of cooperatives in 2011 and 2012.
All we can do is state that the share of the discussed sector in the economy is decreasing42.Civic entities may
finance their activities as activities which are free-of-charge, paid public benefit activities or within their
economic activity. What is an important source of organisation’s income is fulfilment of public tasks pursuant
to the Act of Public Finance. In the period from 2007–2012, civic sector organisations completed public tasks
recommended by the public administration amounting to a total of PLN 19.1 billion, PLN 8.4 billion of which
were tasks commissioned via open tenders pursuant to the Act on Public Benefit Activities and Voluntary Work,
and PLN 10.7 billion were tasks commissioned under different procedures.
According to the above-mentioned GUS research, about 6.8 thousand (8%) of civic organisations declared that
they conducted an economic activity. Average annual revenues from economic activity of those entities who
had such revenue amounted to PLN 519 thousand, however, revenues of social religious units were usually
three times higher than the average. In 2010, 22% of all organisations, i.e. 16.5 thousand entities obtained any
revenue from paid statutory activity.
Support for the development of the social economy sector
Strengthening and expanding the scope of social economy activities is one of the
objectives of Operational Programme Human Capital 2007–2013. Priority VII of the
Programme – Promotion of social integration provides for Specific Objective 2:
Strengthening and expanding the scope of social economy activities. The expected
effects of such activities included:






Dedicated
support
balance
assuring that institutions supporting social economy are functioning (at least two in every voivodship);
30% of own revenue of social economy entities in the general value of their revenue.
Product indicators were supposed to be as follows:
the number of institutions supporting the social economy which obtained support under the Priority;
the number of social economy initiatives supported by ESF;
the number of people who obtained support from social economy institutions43.
The Detailed Description of the Priorities of Human Capital Operational Programme 2007 - 2013 adopted on 13
March 2008, Priority VII, provides for Measure 7.2: Counteracting Exclusion and Strengthening the Social
Economy Sector, which contained submeasure 7.2.2. directly relating to social economy support. The objective
of this submeasure was to select, by way of a competition, institutions from the social economy environment
which offered services to social economy entities. This objective was assigned an amount of EUR 172 399 750,
39 Excluding cooperatives with up to 9 members.
40 Rocznik Statystyczny Rzeczypospolitej Polskiej 2012, GUS, Warszawa 2012, p. 682.
41 Iwona Krysiak, Informacja o sektorze spółdzielczym w Polsce, ekonomia społeczna, Warszawa 2006; Sławomir Nałęcz, Joanna
Konieczna, Sektor spółdzielczy – główny pracodawca gospodarki społecznej w Polsce [in:] Sławomir Nałęcz [ed.], Gospodarka społeczna w
Polsce, ISP PAN, Warszawa 2008.
43 Program Operacyjny Kapitał Ludzki, Warszawa, 7 September 2007, p. 188.
22
i.e. PLN 723 079 031 according to the exchange rate of 28 November 201344. At the end of 2013, 463 project
grant agreements amounting to a total of PLN 649 680 008 were signed and payment applications for PLN
402 964 823 were filed45.
Table 1. Monitoring the OP HC value at the end of 2013.
Name of indicator
Product indicators
Number of social economy entities which obtained ESF support via an institution
supporting the social economy
Number of people who obtained support from a social economy institution
Number of social economy entities established thanks to the ESF support
Result indicators
Number of institutions supporting the social economy which obtained support
under the Priority, which have been operating for at least 2 years after their
participation in the project has ended.
Increasing
Progress in
Target
under Priority
objective
value
VII
achievement
10 786
6801
343
33
216
300
32
44
144 456
159%
435%
114%
73%
Source: MIiR
Moreover, under Priority I of OP HC, systemic projects, having a total budget of PLN 60 million, which
supported the development of social economy have been implemented. The above indicates that considerable
funds were provided to support the social economy.
According to the Managing Authority of OP HC, the tender selection procedures with insufficient use of such
tools as selection criteria caused:



that in most regions, the number of established institutions supporting the social economy (the socalled Social Economy Support Centres) significantly exceeded the target values set forth in OP HC;
in many cases, particular Centres discontinue their activities due to the lack of ESF financing for further
activities, which leave the potential established by these entities unutilised;
a significant number of Centres ceased their activities supporting social economy when the ESF
financing stopped. According to the line of thought of ESF interventions, beneficiaries should ensure
that the project implementation is continued after the EU financing has finished. However, very often
OWES run by social economy sector entities, e.g. by NGOs, do not have sufficient resources to
46
continue their activities without state support .
In 2011, remedial measures were undertaken in response to the above. They were partially initiated by the
Minister of Regional Development, and partially by the Team for Systemic Solutions in the field of Social
Economy. In a document dated 20 July 2011, the Team applied to the Minister of Regional Development for
47
introduction of specific tender criteria which would ensure the continuity of Social Economy Support Centres .
Activities towards ensuring such continuity were correlated with activities aimed at standardising the Centres
set forth in systemic project “Integrated System of Social Economy Support”. However, it must be noticed that
despite numerous accusations, the Centres performed a great amount of education and advisory work, which
should be considered in a comprehensive support assessment.
44 After the changes implemented in 2011, the amount was EUR 172 399 750 euro. The amount was converted using the ECB exchange rate
of 28 November 2013, EUR 1= PLN 4.1942.
45 Progress of the implementation of the Human Capital Operational Programme as at 31 December 2013. More information available at:
www.efs.gov.pl.
46
Ministerstwo Rozwoju Regionalnego, Sprawozdanie z realizacji Programu Operacyjnego Kapitał Ludzki za II półrocze 2011 roku, p. 82.
47
The document is available at www.ekonomiaspoleczna.pl, in the Team tab.
23
Table 2. Implementation of the Operational Programme Human Capital within the scope of supporting the
social economy at the end of 2012.
Civic sector
Cooperative sector
Reintegration sector
Churches,
Cooperatives
Social
religious
of disabled and ZAZ
cooperatives
organisations
blind people
Type of support
Total
Number of entities (institutions)
which have received support
11 613
8 083
14
360
8
38
27
40
128
9 530
7 908
14
400
8
31
9
35
136
Number of established social
economy partnerships
401
114
1
78
5
0
1
0
0
Number of consulting hours
(individual, group, coaching)
96 487
35 391
20
8 965
6 352
457
20
22
5
292
Number of consultancy
participants under Submeasure
7.2.2.
24 239
7 609
4
1 337
75
0
4
14
17
Number of provided training
sessions which allow to obtain
knowledge and skills necessary
to establish and/or run a
business activity in the social
economy sector.
6 049
1 407
2
345
1
5
5
3
19
Number of people participating
in training allowing to obtain
knowledge and skills necessary
to establish and/or run a
business activity in the social
economy sector.
27 479
10 086
8
1 048
27
18
24
27
68
Number of legal services
delivered to social economy
entities.
10 129
6 226
4
340
763
5
2
42
41
Number of accounting services
delivered to social economy
entities.
9 808
6 396
19
737
1 201
7
4
61
1
Number of marketing services
delivered to social economy
entities.
6 746
6 452
6
330
3
30
0
61
52
Number of social cooperatives
established thanks to OWES’
support.
169
7
0
98
0
0
0
0
0
- including social economy
entities
NGOs
KIS
CIS OTW
Source: Data delivered by OP HC Intermediate Bodies, collected from project providers. Data from outside of the OP HC reporting system.
According to the evaluation study ordered by the Ministry of Regional Development in 2013 48, social economy
entities claimed that the support obtained under OP HC projects was well adjusted to their needs. The
variations between assessments of particular types of PES were minor: the support was most highly rated by
worker cooperatives, cooperatives of disabled people and non-profit companies, while the lowest, however,
still positive rating was assigned by ZAZ, OTW and social cooperatives of legal and natural persons.
The percentage of PES which employed new people within 12 months as of using the support varies in different
regions. In six voivodships, it did not exceed 10%, in five regions it ranged between 10% and 15% and in the
49
next five regions it amounted to 15% .
48
Evaluation study entitiled Ocena wsparcia w obszarze ekonomii społecznej udzielonego ze środków EFS w ramach PO KL, Coffey
International Development for the Ministry of Regional Development, Warszawa 2013.
49
Ibidem, p. 90.
24
Fig. 2. Assessment of whether the support received from OP HC was adjusted to particular types of entities
(average rating scale: 1 – completely not adjusted, 5 – fully adjusted, n=482).
NGOs which do not conduct an economic
activity or paid activities [n=319]
NGO conducing an
economic activity or paid
statutory activity [n=57]
ZAZ, OTW [N=33]
social cooperatives of natural
and legal persons [n=14]
non-profit companies, worker
cooperatives, cooperatives of disabled
and blind people [n=12]
average
Source: Evaluation study entited Ocena wsparcia w obszarze ekonomii społecznej udzielonego ze środków EFS w ramach PO KL, Coffey
International Development for the Ministry of Regional Development, Warszawa 2013.
As it was recommended in the report, it is necessary to adopt solutions regarding the shape of the social
economy support system. This particularly refers to clear assignment of responsibilities for the development
and functioning of the support system to voivodship governments. Moreover, the relations between OWES, the
labour market and social assistance institutions must be defined to allow cooperation of the above-mentioned
institutions (ordering services from OWES by PUP and OPS).
Furthermore, the principles of financing OWES’s services must be defined as well. Partial self-financing of
OWES may be taken into account. However, to achieve this, systemic solutions must be adopted and uniformly
applied within the entire social economy support system. At least two options should be considered:

collecting charges for services delivered to operating PES;

or requiring PES to pay small contributions (e.g. 3% of the revenue) to the Chamber (yet to be established),
provided that this money is used to finance the support system.
The report also recommends that repayable instruments addressed to the functioning PES be activated to a
greater extent. The study indicates that grants for starting an economic activity in the form of a social
enterprise should be allowed to entities other than social cooperatives (NGOs and non-profit companies),
which, at present, are the only type of entity allowed such grants.
The recommendations also suggest that the works on the accreditation system should be continued.
Accreditation should be primarily focused on assuring high quality of services and stimulating the process of
improvement within the system. More attention should be paid to such quality aspects of offered services as
methods of diagnosing clients’ needs, methods of cooperating with clients or methods of monitoring what
happens to the clients later. Quality assurance mechanisms for OWES should be activates as fast as possible, so
that it is possible to implement them before commencing interventions under ROP.
As the report further indicates, permanent OWES should offer services (partially free, partially paid services) to
functioning PES which are experiencing problems, wishing to develop or which need specialised services that
are unavailable on the market (e.g. PES accounting services, as PES accounting differs from third sector or
market entities’ accounting). One of the tasks of the support system, as set forth in the evaluation report,
should be facilitating access to the market for PES.
25
This objective may be achieved by:



improving the quality of business consultancy for potential and already functioning PES (close
cooperation within the scope of developing business plans);
promoting proven business solutions and models which turned out to be effective; offering special
support for their replication and popularisation in Poland;
encouraging self-governments to increase the number of orders from social economy sectors,
especially within areas in which such enterprises can deliver social benefits (social and educational
services, and environment protection).
Support for the creation of jobs in the social economy sector
In 2007–2012, the support for job creation was actually offered for one type of a
Balance of
social enterprise, namely social cooperatives. Naturally, jobs might have been
investments in
created also in the civic sector. According to the survey conducted by GUS in 2010,
jobs
thanks to the participation of organisations in projects financed from the European
50
Social Fund, 2.6 thousand jobs were created and 2.5 thousand jobs were maintained . However, these were
project funds which were not directly related to the dedicated creation of jobs of economic nature. Social
cooperatives received support from both state funds and the ESF.
The state support resulted from the Act on Promotion of Employment and Labour Market Institutions of 2004.
People interested in starting a business in the form of a social cooperative can apply for one-off funding from
the Labour Fund in the amount not exceeding the amount of average remuneration of each founding member
of the social cooperative multiplied by four (on 1 March 2013, it amounted to PLN 14 761.20) and the average
remuneration of each member joining an existing social cooperative multiplied by three (on 1 March 2013, it
amounted to PLN 11 070.90). In the period from 2007–2013, poviat employment agencies granted such
support to 733 unemployed, providing PLN 8 million for this purpose.
Table 3. The amount of support granted to social cooperatives from the Labour Fund in 2005–2013.
Year
Amount of
support in PLN
Number of
people who were
granted support
2007
2008
2009
2010
2011
2012
2013
705 700.00
366 700.00
839 800.00
2 135 900.00
819 600.00
1 759 300.00
1 423 100.00
97
50
77
189
75
140
105
Source: MPiPS.
In 2008, the law allowed disabled people looking for employment to obtain funds from the State Fund for
Rehabilitation of Disabled Persons in order to make a contribution to a social cooperative in an amount
specified in a contract concluded with a starost, provided that the amount did not exceed the average
remuneration multiplied by fifteen (on 1 March 2013, the amount was PLN 55 354.50) and if they had not
received non-repayable public funds for this purpose. According to PFRON data, 119 disabled people received
such support in 2008–2013.
Table 4. PFRON funds for contribution to a social cooperative in 2008–2013.
Year
Number of people
who were granted
support
Amount of support in
50
2008
2009
2010
2011
2012
2013
19
3
16
17
44
20
498 699.00
106 000.00
465 905.00
435 704.00
1 077 130.00
548 644.00
Trzeci sektor w Polsce. Stowarzyszenia, fundacje, społeczne podmioty wyznaniowe. Samorząd zawodowy i gospodarczy oraz organizacje
pracodawców w 2010 r.,
http://www.stat.gov.pl/cps/rde/xbcr/gus/GS_stow_fund_i_spol_podm_wyz_2010.pdf.
26
PLN
Source: PFRON.
However, the support paths described above had some basic shortcomings which included the level of
knowledge displayed by employees of poviat employment agencies who were often unfamiliar with the new
legal forms, badly adjusted fund granting mechanisms, which were specified in legal standards (the financing
application, cash flow, strict forms of support security), to cooperatives’ needs and the pragmatics of officials’
conduct resulting from the regulations referred to above.
Another possibility was obtaining support from the European Social Fund. In 2007–2010, it was possible to
obtain support under Priority VI, Measure 6.2: Support and promotion of entrepreneurship and selfemployment. According to the Ministry of Rural Development, this form of support enabled the establishment
of 69 social cooperatives.
After amending the Detailed Description of the Priorities in 2010, new types of operations were introduced
under Priority VII, Promoting of social integration, Submeasure 7.2.2 Social economy support. According to data
delivered by the Ministry of Rural Development, by the end of 2012, ESF support was granted to 507 people
51
and amounted to PLN 12.3 million, which allowed the creation of 131 social cooperatives .
Table 5. ESF co-financing for social cooperatives under Submeasure 7.2.2. as of 31 December 2012.
Type of support
Number
Financing amount
Co-financing granted to social cooperatives (for establishment, accession,
employment):
507
12 373 925
per founder, if the cooperative was established by natural persons
378
8 971 377
per natural person accessing a social cooperative
55
1 021 916
per person employed in a social cooperatives
99
1 666 656
Source: Data delivered by OP HC Intermediate Bodies collected from project providers.
What is problematic in this financing path is its project-related nature which requires social cooperatives to be
created at a specific time, regardless of whether the future cooperatives members are ready or not.
Sometimes, this may lead to establishing economic entities are composed of people who are economically
unprepared, unprepared in terms of cooperation or who lack social skills. When presenting the support
mechanism balance, it must be emphasised that the support granted for the establishment of cooperatives
covered about 330–340 entities which, compared to the state as of the end of 2012, meant that about 50–55%
of social cooperatives was established thanks to public support.
Conclusions drawn from the diagnosis
The above political, organisational and financial diagnosis indicates that:

51
The significance of the social economy is increasing at the European level, which will directly translate
into the establishment of new legal and financial instruments affecting national legislation and into
Data from the OP HC reporting as at the end of 2012.
27
the possibility of obtaining support for the development of the social economy from the EU budget.
This may be a significant development stimulus.

The social economy has enormous, unused potential which combines pro-employment and integration
elements which stimulates local development, provides services of general interest and creates the
necessary social capital. The sector offers unique opportunities in terms of employment of people who
are most difficult to activate and, at the same time, engages social resources which encompass 10
million citizens. Currently, the social economy barely impacts the economy as it generates about 1.6%
GDP and ensures about 2.7–3.0% of employment in the economy. Therefore, the basic impulse must
increase the significance of the social economy sector.

Dispersion, lack of coordination and poor quality of the present support for this sector’s development.
The support was “soft”, however it wasn’t sufficiently locally rooted, the support for job creation was
minimal compared to the possibilities and there was no development support for the existing social
enterprises. This calls for reorganising the entire legal and financial environment of the sector, moving
the weight of activities from infrastructure support to direct PRES support and assuring their
competence in relation to their social and business role.

The activity of citizens in self-government communities is necessary. We are dealing with decreasing
social activity and persistently low level of openness of self-government administration to cooperation
with citizens in respect to generating public services and delegating tasks to be fulfilled by social
economy entities. We can notice the dependency between the dynamics of social economy
development and the level of awareness in terms of the opportunities to use it in public policies and
everyday life of self-government communities. This requires permanent cooperation of decisionmakers, process managers, institutions and people from the children’s and youth’s environment.
Therefore, the development of the social economy should be based on three closely integrated development
drivers:



28
A political driver, determined to create a friendly atmosphere for the social economy. This results
from the need to open public administration to the social economy sector, which requires legal
changes and a change in the attitude of administrative employees in terms of organisational culture. It
also requires a change in the approach to participation in the creation and implementation of public
policies with the participation of social economy entities. This step should be conducted as first,
because employers in self-government communities who are not profit-oriented have structures
rooted in the local environment which operate using social resources, including volunteers.
A social driver to build social awareness and create new forms of relations in the self-government
community. It is impossible to implement the commonly accepted activities under public policies
without activating the social potential. Participation has a point only when the relevant interested
parties of a partnership are engaged. Public activities may create a legal, organizational and financial
framework, but convincing citizens that direct engagement has a point and brings measurable social
and economic benefits requires a lot of effort.
An entrepreneurial driver which makes it possible to find a place for competition and socially useful
functions of social economy in broadly-defined entrepreneurship. Up to now, one of the shortcomings
of the social economy was insufficient promotion of authentic entrepreneurship understood as a
particular manner of producing goods and providing services and, by doing so, generating jobs, which
also brought a measurable social added value. Therefore, the issue of strengthening the
entrepreneurial aspect must be properly reflected in the programming of the new support system.
Chapter II
Objectives of the National Programme for Social
Economy Development
The National Programme for Social Economy Development describes planned actions which public authorities
should undertake, using public resources, to strengthen this sector. This is not a stand-alone objective, as it is
intended contribute to the fulfilment of the national development objectives, such as increasing the level of
employment (especially in hardly employable groups), social cohesion and social capital.
Therefore, the primary objective of KPRES is as follows:
In 2020, the social economy is an important growth factor of employment, social cohesion and
the development of social capital.
In order to achieve this primary objective, the development of the social economy in Poland must be more
dynamic, both in the quantitative meaning understood as:

the number of people engaged in the social economy,

the number of active social economy entities,

the number of active social enterprises,
and in the qualitative meaning understood as:

creation of jobs for people in the most difficult situation within local government communities,

delivering good-quality services of general interest, especially social services of general interest, to
local communities,

achieving a stable activity basis by social enterprises by gaining profit from an economic activity.
Social capital, self-government community of citizens, social participation and social economy are important
elements of local social governance. Therefore, it is fully justified to refer in KPRES to a socially responsible
territory as a condition for efficient action under public policies, in the good governance formula with the
participation of interested parties.
This means that the primary objective of KPRES can be phrased in a more practical manner:
By 2020, social economy entities will become an important element of activation of
vulnerable people on the labour market and a provider of services of general interest
which operate in self-government communities.
The above-defined strategic objective can be achieved by taking measures described in particular KPRES
priorities. We expect to achieve lower-level results which will later translate into four primary results.
The KPRES structure illustrates the relations between the primary objective, operational objectives and
particular results and measures and contains logic models which are presented as a results framework. For the
purposes of designing interventions under KPRES, a few logic models were established. The first model shows
the relations between the strategic objective and operational objectives/primary results. Other models
describe and explain the relations between main objectives, primary results and lower-level results. This allows
29
better understanding of the logic underlying interventions and shows the cause and effect relationship
between particular elements.
Primary objective: In 2020, the social economy is an important growth factor of
employment, social cohesion and the development of social capital.
Main objective: By 2020, social economy entities will become an
important element of activation of vulnerable people on the
labour market and a provider of services of general interest which
operate in self-government communities.
Operational objective 1:
Community
Operational objective 2:
Environment
Operational objective 3:
Leadership
Operational objective 4:
Skills
Strengthening the role of
social economy entities in selfgovernment communities
Creating and maintaining 35
thousand jobs in social
enterprises
Increasing the effectiveness
of management and
coordination mechanisms
for social economy policy
Improving social economyrelated skills in the society
Describing step by step and explaining the meaning of operational objectives/primary results which are
required to achieve the strategic objective, specifying which lower-level results compose the above and what
measures should be taken to fulfil these objectives is a confirmation of the systemic approach to the
development of the social economy. A detailed description of the measures is presented in Chapter III of
KPRES.
Operational objective/primary result 1. Responsible community. Strengthening the role of social economy
entities in self-government communities.
One of the conditions precedent to the development of the social economy is permanent and multifaceted
embedding and rooting of the social economy in the self-government community. As studies and
entrepreneurial experience indicate, strong relationship between social economy entities and local actors, such
as administration, entrepreneurs and civic organisations, are a basic factor of social economy’s economic
potential and social success.
It is possible to strengthen the local relations only when there is a strong civil sector that actively participates
in the social and economic life and strategic planning. This means that it is necessary to establish a legal
framework favourable for civic participation (measure I.1), development of the third sector (measure I.2) and
various forms of civic education (measure V). Another thing that is closely related to the strengthening of this
sector are activities aimed at improving peoples’ skills, including social skills, which is described in a separate
result section (IV).
What is also required for the functioning of a responsible community is increasing the share of social economy
entities in the provision of social services (measure I.3). The inclusion process will contribute to economical
strengthening of these entities and, most importantly, increase the local community’s engagement in the
implementation of public policies.
Last but not least, it is necessary to create cooperation relations at the supra-local level by means of, among
others, clusters, partnerships and social franchise (measure III.4). Including PES into the cooperation within
broad, industry cooperation links, creating conditions that will provide an opportunity to establish permanent,
stable economic bonds may significantly impact the competitiveness of the sector.
30
Strategic
objective
Primary
result
Lower-level
results
By 2020, social economy entities will become an important element of activation of
vulnerable people on the labour market and a provider of services of general interest
which operate in self-government communities.
Result 1: Strengthening the role of social economy entities in selfgovernment communities
Adopting and implementing regulations on
participatory strategic planning
Adopting and implementing
regulations on minimum standards
of public consultations
RDPP are functioning in 50% of
communes and 30% of poviats.
50% of LGU uses flexible civil
dialogue tools
Measures
Measure I.1. Supporting
participatory models of surveying
social needs and local planning.
Measure V.2. Educational
activities for local groups
Adopting modified regulations to
facilitate the establishment and
functioning of associations
The number of active civic
organisations will increase by 20
thousand.
The value of tasks ordered
in a tender procedure by
LGU from social economy
entities will increase to PLN
3.5 billion, and 15% of
tasks will be fulfilled as
entrusted tasks
The number of people employed
in social economy entities
(excluding enterprises) will
increase by 40 thousand.
30% of LGU will use
social clauses
1000 local initiatives will
receive support
30% of LGU settles task
fulfilment on the basis of
the results
Measure I.2. Supporting
local self-organisation and
active citizenship
Measure I.3. Supporting
the development of
services of general
interest through social
economy.
50% of social
economy
entities acts
within a local
partnership,
franchise,
cooperation
network
Measure III.4.
Supporting the
development of the
social economy
cooperation and
partnership network
Operational objective/primary result 2. Environment. Generation and maintenance of 35 thousand jobs in
social enterprises.
One of the most concrete results of KPRES which prove the importance of the social economy for the Polish
socio-economic system is its direct impact on jobs generated thanks to public intervention, especially for
people in a difficult situation on the labour market and in sectors that are significant from the point of view of
development challenges.
It is expected that about 35 thousand permanent jobs net will be generated in this sector. This number was
estimated in consideration of the process dynamics, taking into account the effects of direct support for newly
created social enterprises and the risk of bankruptcy of social economy entities already existing on the market.
Unfortunately, at this stage, there are no reliable data on the value of particular effects. Considering the above,
the value should be verified in the first years of Programme implementation.
It will be possible to achieve this result provided that favourable legal, financial and infrastructural framework
is established and adjusted to the specificity and needs of social economy entities to allow their stable
development. Legal solutions should make it easier to establish and run a social enterprise, and facilitate the
process of creating conditions which will be favourable for cooperation between such entities and public
institutions within the sector (measures II.1 and II.2).
However, more than a friendly legal environment is required to establish and ensure smooth functioning of an
enterprise. Access to capital is another condition that must be ensured (non-repayable capital – measure III.1
and repayable capital – measure III.2). At present, for various reasons, social enterprises have very limited
abilities to use the services of financial institutions. This situation should be changed by establishing new
financial instruments and modifying the existing instruments to account for the specificity of this sector.
Social enterprises should also have access to the incubation services and professional knowledge on
establishing and running an enterprise Such knowledge will be available thanks to specialised support
institutions (measure III.3). The support network should also animate local social activity and establish
31
cooperation between local government units (including social welfare institutions and employment offices),
civic organisations, entrepreneurs and entities providing social and occupational reintegration services which
supports the development of complementary solutions allowing to effectively use local resources that also
contribute to the promotion and effective implementation of the concept and pragmatics of social economy’s
functioning.
35 thousand of permanent jobs, which will hopefully be created by undertaking the activities provided for
within this block, should include jobs for young people, jobs in green economy (measure I.4), social services of
general interest and jobs related to restructuring activities, especially those leading to the creation of jobs for
older people (measure I.4, measure II.1).
The national and foreign experience shows that the social economy fulfils its role within these areas. Moreover,
these areas are important from the point of view of the development-related challenges that Poland has to
face.
Strategic
objective
Primary
result
Lower-level
results
By 2020, social economy entities will become an important element of activation of
vulnerable people on the labour market and a provider of services of general interest which
operate in self-government communities.
Result 2: Generation and maintenance of 35 thousand
jobs in social enterprises.
Adopting regulations on the social
enterprise status
Modifying the act on social cooperatives,
act on professional and social
rehabilitation and employment of
disabled people, and the Cooperative
Law
Introducing legal modifications to
regulations on public procurement, resulting
from directive on public procurement, and
increasing the skills of RIO employees and
30% of LGU employees responsible for
public procurement
Measures
Granting 38.5 thousand
grants for creation of
jobs in social
enterprises
1.5 thousand social
entrepreneurs used
repayable
instruments
In 2016,in each
voivodship, there
is a network of
social economy
support services
accredited by the
minister of
labour and social
policy
Creating about 10 thousand
jobs in PES for people aged
50+ and 10 thousand jobs
for young people
About 20 thousand
jobs related to
provision of family
policy and care services
will be created.
About 5 thousand
green jobs will be
created.
Measure II.1. Specifying legal environment
of social economy
Measure III.1. Non-repayable
financial instruments.
Measure II.2. Specifying the principles of public
procurement and public assistance which support
the development of the social economy
Measure III.2. Repayable
financial instruments
Measure III.3.
Social economy
and social
enterprise
support services.
Measure I.4.
Supporting the
development of social
economy activities in
key development areas
Operational objective/primary result 3. Leadership. Improving the management and coordination
mechanisms within the social economy support policy.
Building a responsible local community as well as improving the legal, financial and infrastructural environment
require well-coordinated actions supporting the social economy at the local, regional and national level
(measure IV. 1 and measure IV.2).
The coordination, as a formula of systemic ordering of relations between various support institutions, is a
condition precedent to cohesion between specific state policies towards employment growth, various people
who found themselves in a difficult situation on the labour market, within the scope of social welfare,
entrepreneurship and local development. So-defined coordination guarantees that the social economy will be
included into the coherent process of drafting and implementing public policies.
32
Considering the above, a strong coordination centre for activities related to the social economy will be
established within the public administration structures. As the social economy is an inter-sectoral concept,
KPRES implementation should be supervised by representatives of public administration, the nongovernmental sector and social partners.
Consequently, due to the bottom-up nature of developing and functioning of the social economy, it is
important to support self-organisation of its entities and creating a strong representation thereof which would
serve as an advocate of the sector’s interests and ensure good communication between PES and public
institutions (measure IV.3).
To ensure appropriate coordination of activities which will allow to improve their efficiency, continuous
expansion of knowledge on the social economy sector and permanent monitoring of the indicators specified in
KPRES (measure IV.4) are required.
Strategic
objective
Primary
result
Lower-level
results
By 2020, social economy entities will become an important element of activation of
vulnerable people on the labour market and a provider of services of general interest
which operate in self-government communities.
Result 3: Leadership. Improving the management and coordination mechanisms
within the social economy support policy
Establishing a participatory centre of
social economy coordination in public
policies (KKR ES) by 2014.
By 2014, establishing an innovative civil-public
entity which will take over the tasks related to
service accreditation, coordination of
activities in the field of innovations,
consultancy and region support
Measures
Measure IV.1. Coordination of social
economy policies on the national
level.
Establishing in every
Regional Centre for
Social Policy
coordination
mechanisms in
relation to social
economy activities in
the voivodship by
2014.
Measure IV.2. Coordination
of social economy policy on
the regional level.
50% of social economy
entities functions within
representative
organisations
Increasing the level
of knowledge on
social economy
Chamber of Social
Entrepreneurs is
functioning
Measure IV.3. Selforganisation of the
social economy.
Measure IV.4.
Monitoring the
social economy.
Operational objective/primary result 4. Skills. Improving the society’s skills within the scope of the social
economy. It will be difficult to shape favourable conditions allowing real and continuous growth the social
economy and its significance in the social development and change processes without making people aware of
social and economic advantages of the social economy and without creating a reliable image of this area of
civic participation which promotes entrepreneurship, the ability to cooperate and acting in common interest.
These skills should be improved both through formal education (at all education levels) and informal
education. The subject of social economy should not only be included in curricula at schools and universities,
but also in the form of practical social management as pupils’ cooperatives or social enterprises established
under ABI (measure V.4).
These educational activities are addressed to current and future social entrepreneurs and the general public:
children and youth, members of local communities, entrepreneurs, local governments, etc. The level of skills
displayed by these groups may impact the conditions of establishing and functioning of social enterprises
(measures V.3 and V.1).
33
Strategic
objective
Primary result
Lower-level
results
By 2020, social economy entities will become an important element of activation of
vulnerable people on the labour market and a provider of services of general interest which
operate in self-government communities.
Result 4: Skills. Improving the society’s skills within the scope of
the social economy
Popularising the idea of
the social economy in
the society.
Increasing the level of
knowledge among 30% of
members of local RDPP, LGU
Councils and LGU management
board members.
In 10% of primary schools and secondary schools there
are pupils’ cooperatives or other forms of cooperative
entrepreneurship.
The system of micro-grants is active in 12 voivodships.
Basic social economy elements are included in
the core curriculum.
100 social enterprises are activated under
Academic Business Incubators or academic
initiatives.
Measures
Measure V.1. The social
economy as a concept and
cultural identity.
Measure V.2. Educational
activities for local groups.
Measure V.3. Education on the school and academic
level.
Measure V.4. Non-formal education model for
children and youth.
Result indicators
There is a point in setting particular objectives for the Programme implementation only if it is possible to verify
the progress. Therefore, monitoring indicators are necessary. They are used for the purpose of assessing the
progress in achieving a given objective or result. Indicators are a part of the Programme implementation
monitoring. Every year, the progress of KPRES implementation will be reviewed and analysed to check the
progress in fulfilment of particular indicators.
OBJECTIVE
In 2020, the social economy is an important growth
factor of employment, social cohesion and the
development of social capital.
Indicator
Number of social economy entities
Number of social enterprises
Number of people working in PES and SE.
Percentage of LGUs which obtained the status of a social
economy-friendly commune / poviat.
Primary result 1. Responsible community. Strengthening
the role of social economy entities in self-government
communities.
Share of the LGU budget devoted to ordering services from SE
entities.
Percentage of PES which claim that the support received from
the local community is important for their functioning.
Primary result 2. Environment. Generation and
maintenance of 35 thousand jobs in social enterprises.
Net number of jobs created in PS.
Percentage of key interested parties (including public
Primary result 3. Leadership. Improving the management administration representatives, social economy entities, social
and coordination mechanisms within the social economy enterprises, NGOs and social partners) positively assess the
support policy.
system of coordination and management supporting the social
economy.
Primary result 4. Skills. Improving the society’s skills
within the scope of the social economy
A synthetic indicator of how the society perceives the social
economy.
Specific indicators for measures are attached as Annex no. 1 to the Programme.
34
Flexibility and Programme management
The current development processes in the socio-economic and cultural context have their own dynamics and
complexity both in the global, European and national perspective. What characterises the investment
structures is the ability to respond to on-going changes and manage the related risk. The National Programme
for Social Economy Development, being a programme of an innovative nature, assumes the possibility of
responding to on-going changes on a yearly basis and managing such changes by means of the embedded
social economy monitoring, evaluation and reporting system in Poland and its particular regions.
Flexible change management assumes the possibility to redefine selected elements of the strategy within the
context of remedial procedures, new challenges and the necessity to look for new solutions as a next opening.
KPRES provides for this flexibility and openness. Regional and state committees which are responsible for
decision-making and units properly authorised to implement such decisions were clearly defined and equipped
with the necessary skills.
The Programme will be monitored and periodically evaluated with respect to selected issues by the State
Committee for Social Economy Development, as stated in Priority IV, measure IV.1. These measures will be
implemented at both the regional and national level. The obtained results will be used to draft a report on the
condition of the social economy at the level of particular regions and the country. Every year, the report and
evaluation-based recommendations will be used by the inter-sectoral regional teams and the state committee
to decide on necessary changes, directions of the social economy and social entrepreneurship development
and implementation of regional and national plans. The State Committee will also specify the directions in
which new solutions for innovative projects should be sought to respond to the changeable environment or
new needs arising in relation to KPRES implementation. The Committee will also assure that the KPRES and
regional programmes for social economy development are coherent. KPRES also provides for stimulation of
scientific research to optimise the fulfilment of the Programme’s objectives, and play a special role in the
restructuring of local labour markets. However, introducing new solutions based on partnership cooperation
and dialogue and simultaneously standardising services for the benefit of the social economy requires
continuous monitoring of efficiency and adequacy of the offered solutions.
Furthermore, in 2017, the Programme and regional plans will be subject to a comprehensive mid-term review.
On the basis of this review, particular regional committees and the state committee will decide about possible
changes to KPRES and the regional programmes.
35
Chapter III
Priorities of the National Programme for Social
Economy Development
The Programme’s objectives can be achieved by implementing some measures, which were grouped into five
key priorities and nineteen directions of public intervention. The priorities and directions were specified
according to an analysis of objectives which must fulfilled and identified needs of the social economy sector.
Operational objective 1: Responsible community – the manner of achieving this objective is laid out in Priority I
which, in its substantive part, emphasises the provision of pro-employment services and services of general
interest as a determinant of the social economy development. Priority III refers to the conditions for
establishing cooperation networks and supporting local animation; Priority V specifies the place and role of
education in the development of a responsible community.
Operational objective 2: Environment – this objective is fulfilled using instruments, tasks and
recommendations included in Priorities II and III which refer to the establishment of a friendly legal,
organizational and financial environment (infrastructural support for the development of the social economy);
Priority I lists development preferences for the implementation of operational objective 2: Environment.
Operational objective 3: Leadership – the objective is fulfilled using means and systemic solutions proposed in
Priority IV, which encompasses issues related to the coordination of activities at the national and regional level,
inclusion of the social economy into the mainstream public policies, support for networking activities and
advocacy efforts undertaken in favour of the social economy sector, and the mechanisms described in Priority
III within the scope of establishment of a cooperation network and in priority V within the scope of
popularization of skills.
Operational objective 4: Skills – this objective is fulfilled by following specific actions trends described in
Priority V, including issues related to awareness, education and skills towards the social economy.
All priorities, measures and particular directions of interventions were formulated in a manner allowing precise
formulation of tasks and methods of their evaluation.
Primary objective: In 2020, the social economy is an important growth factor of employment,
social cohesion and the development of social capital.
Main objective: By 2020, social economy entities will become
an important element of activation of vulnerable people on
the labour market and a provider of services of general
interest which operate in self-government communities.
Primary result 1: Responsible
community. Strengthening the
role of social economy entities
in self-government
communities.
36
Priority I.
Social economy
on a socially
responsible
territory
Primary result 2.
Environment. There is a
friendly environment
supporting the development
of social economy entities.
Priority II.
Regulatory
activities in the
field of the social
economy.
Primary result 3.
Leadership. The social
economy is a permanent
part of public policies
Priority III.
Social economy
support
system.
Primary result 4. Skills.
The notion of the social
economy fully exists in
the social awareness
Priority IV.
Incorporating
social economy
into the
mainstream public
policies on the
national and
regional level.
Priority V.
Education for
the social
economy.
Priority I. Social economy on a socially responsible territory.
The development of the social economy sector should be based on activities rooted in the social community,
oriented on social matters, preferences related to local activity and the internal local market. This means that
products and services offered by social enterprises and social economy entities must meet the needs of
consumers in the local community. This measure can and should be aligned with the constitutional obligations
imposed on the local government community which are aimed at on-going and continuous satisfaction of
collective needs of the population by providing generally accessible services of general interest.
What constitutes the essence of the above-mentioned services is the manner in which they are provided (not
based on profit) and the fact that they are addressed to the general public in consideration of their diversified
needs. The key purpose is to ensure that the basic rights of socially and economically vulnerable people are
enforced and that such people are protected.
The social economy will develop where partnerships are created and where increasing trust forms the basis of
mutual relations between citizens, institutions and entities in the local government community. Therefore, the
actual development of the social economy depends on how the participatory, conscious policy of a local
government community, combining solidarity and entrepreneurship, is shaped. This priority will be
implemented by means of the following public intervention measures:
Measure I.1. Supporting participatory models of surveying social needs and local planning.
The essence of a socially responsible territory and the development of SGI to meet social needs is local
diagnosis and planning in consideration of the development dynamics. The above refers to the permanent
process of data verification with the participation of the local community. In order to face these challenges, it is
necessary to assure access to information and apply the established principles and forms of cooperation of
public administration and citizens in practice. Considering the above, the following measures (public
intervention directions) will be supported:
1.
Development and implementation of legal changes aimed at ordering the strategic programming of
local government in the field of social policy as well as the mode and manner of conducting public
consultations, social and civil dialogue, which will allow planning and effective shaping of the social
service development by:
a)
reviewing and organising legal acts to meet the obligations related to drafting programmes and
commune or poviat strategies in the field of social policy or the overall development strategy,
b)
introducing the obligation to develop a uniform strategy for commune social policy (or a part of
the social development strategy) at the commune or voivodship level which will replace the
commune and poviat strategies for social problem solving, which will be reflected in economic
development programmes,
c)
introducing uniform three-year social policy programmes (commune and poviat development
programmes) which will encompass all current programmes, including programmes for
cooperation with NGOs, a financial scheme and implementation indicators,
d)
specifying provisions on minimum requirements regarding the system of consulting strategies and
programmes with the local community, civic organisations and socio-economic partners.
(as indicated in the National Programme for Combating Poverty and Social Exclusion 2020. New dimension
of active integration.);
2.
Providing methodical support, animating and promoting flexible civil dialogue tools (including standing
conferences, deliberative opinion polls, civil panels) and participatory budgeting, which will be phased
into the new areas of public policies;
3.
Supporting the development of civil education in the field of local government communities, promotion
of the right to participate as well as procedures and methods of participation in the decision-making
37
process, promoting dialogue with various public and non-public partners and citizens to solve basic
social problems and plan the development of local government communities;
4.
Supporting social activation in the field of community matters by, among others, engaging the citizens
and community in actions towards the common good, supporting membership in civic organisations,
developing the consumer movement among local groups, including independent consumer tests.
5.
Supporting intensive cooperation between local communities and public institutions by, among others,
undertaking actions targeted at integration with local groups, supporting local animation and
cooperation and using public spaces for civic participation purposes;
6.
Developing and implementing a model of functioning of commune, poviat and voivodship public benefit
activity councils and training council members in participatory methods of local planning (Priority V);
7.
Promoting and supporting common local government organisation and NGOs’ projects which are
related to the use of public spaces for active citizenship, referring tasks to auxiliary units and local
groups, and providing funds for their implementation;
8.
Supporting citizens’ access to free-of-charge legal and civil advice as an important instrument combating
social exclusion, and supporting the citizens in their return to social and professional activity.
2014
Deadline for task fulfilment
Indicative sources of financing
Coordination
2015
2016
2017
2018
2019
2020
1.
2.
3.
4.
5.
6.
7.
8.
Within the limit of expenses imposed on the part of the state budget
managed by the minister competent for social security (1);
Operational Programme Human Capital, Priority V (6);
Operational Programme Knowledge, Education and Development for 2014–
2020, Objective 11, Priority 11.3. (2) – within the scope related to the
strategic management in local government units;
Civic Initiative Fund (3, 4, 5, 6, 7);
Regional Operational Programmes, Objective 9., Priority 9.7. (8);
private funds (3, 4, 5, 6, 7).
Minister competent for social security.
Measure I.2. Supporting local self-organisation and active citizenship.
The social economy will not develop without the development of civic initiatives and organisations at the local
level. Considering the above, the following tasks will be supported:
1.
38
Drafting and implementing legal changes to facilitate the process of association and active citizenship in
order to:
a) decrease the number of people required to establish a registered association,
b) grant the rights of a legal person without the corporate status to regular associations to allow the
tasks ordered by local government administration,
c) allow simplified accounting to small civic organisations;
d) simplify the implementation of local initiatives;
e) speed up and facilitate the registration of civic organisations and social enterprises in KRS,
f) draft a uniform policy on mutual activities, especially in the scope of practical achievement of fiscal
targets, in order to facilitate the support offered by the state and economic partners for the
development of citizens’ activities.
2.
3.
4.
5.
6.
Supporting the institutional development and development of new (especially local) civic organisations
acting or commencing activity in the scope of social services of general interest by:
a) regional FIO competitions offering institutional support in the form of micro-grants for
development to new civic entities,
b) systemic training (including consultancy services, tutoring and supervision) for local animators and
leaders acting in the social, economical and cultural environment.
Promoting activities of non-formal structures and social movements which allow to support networking
undertakings, undertakings which promote dialogue and community-oriented attitude, including (in
particular): consumer cooperatives, community-supported farming groups, mutual exchange groups,
etc.
Supporting the development of auxiliary units of communes (district councils, estate councils, village
councils) in favour of their participation in local development policies by:
a) offering substantive support to members of auxiliary unit bodies (training, consultancy),
b) promoting legal solutions that which developed in certain self-governments to strengthen the
social responsibility of citizens for the territory.
Promoting and supporting voluntary work in the form of internships in civic organisations for young,
unemployed people as a manner of gaining civic, social and professional skills, especially in the form of
long-term voluntary work.
Conducting national and regional activities supporting the development of local initiatives as an
important element of the development of local activities undertaken in general interest, by means of
special competitions which support the best practices among local governments.
Deadline for task fulfilment
Indicative sources of financing
Coordination
2014
2015
2016
2017
2018
2019
2020
1.
2.
3.
4.
5.
6.
Within the limit of expenses imposed on the part of the state budget
managed by the minister competent for social security (1, 2b, 3, 6);
Civic Initiative Fund Programme (2a, 5 within the scope of organisation
support);
Operational Programme Knowledge, Education and Development for
2014–2020, Objective 11., Priority 11.3. (4 – also within the scope
regarding strategic management support in local government units);
Labour Fund, within the scope of scholarships (5);
private funds (2a, 5).
Minister competent for social security.
Measure I.3. Supporting the development of services of general interest through social economy.
Mutual relations between the social economy sector and commune and poviat governments require integrated
actions intended to increase active participation of partners in the provision of local services of general
interest. Elements often emphasised in the European debate include, in particular, services supplementing and
supporting the role and functions of the family, including: childcare, services related to the care of elderly
people and dependants, and disabled people. This refers to legal, organisational and educational measures.
Therefore, the following tasks will be supported:
1.
39
Methodical activities intended to:
a)
develop further standards for particular types of social services of general interest and specify the
minimum and optimum levels of these standards,
b) promote and implement innovative projects to test innovations,
c) in cooperation with self-government organisations, create a database of good SGI practices which
will contain information on the cost of their provision (using the effects of innovative programmes,
including those implemented under the Operational Programme Human Capital).
2. Systemic activities which support local and regional undertakings intended to establish the National
Platform of Social Services in the form of a civil-public partnership with the participation of MPiPS
representatives, associations of local government units and civic organisation federations that gather
organisations providing social services intended to:
a) monitor policy implementation and check the quality of social services provided by social economy
entities (including civic organisations),
b) standardise social services and civil-public cooperation in the field of service provision; draft
premises of legal acts that will relate to the provision of social services,
c) undertake educational activities related to the implementation of social service standards.
3. Legal and educational measures:
a) drafting and implementing legal changes which specify the principles and mode of cooperation in
terms of commissioning tasks of general interest and settling accounts for the fulfilment thereof on
the basis of their results, not cost principles, which will significantly strengthen the role of
contracting public tasks,
b) drafting and introducing to local planning and development documents, under the local
regulations, provisions on the use of social clauses in public procurement (specified in the Public
Procurement Law) when purchasing social services of general interest under public procurement.
These provisions should be introduced and specified by way of a public debate on the contents of
local planning and development documents.
c) introducing the concept of local contracts to the acts of self-government institutions; local
contracts would be concluded by voivodship governments with commune and poviat governments
and they would provide that:
 the local government voluntarily joins the project of cooperation with the voivodship
government, builds a local partnership towards the contract performance and drafts an “action
plan” for two years,
 the voivodship government assists the local government in developing the plan referred to
above (and draft common recommendations as a part the annual assessment of social
assistance resources) in the form of a short-term plan for social change; the plan will be related
to the activities for the development of social services of general interest, will support the
agreed measures, cover the local government with supervision and evaluate the
implementation. The voivodship government can fulfil its tasks via or using the assistance of
entities which provide social animation services referred to in Measure III.3. of the Programme.
The contract may be also applied in other development areas;
d) organizing regional educational activities to change the manner of fulfilling tasks of general interest
by including the social economy sector;
e) organising regional educational and training activities in order to implement social clauses in public
procurement in communes, poviats and voivodships as a permanent component of SGI provision.
4. Development measures:
a) it is planned to develop European fund financing flows for communes (or groups of communes)
and poviats (or groups of poviats) which, together with civic organisations (under civil–public
partnerships, would implement development projects. The aim of these projects would be to
develop social services of general interest, as provided for in the provisions and financing plan of
40
the National Programme for Combating Poverty and Social Exclusion 2020. New dimension of
active integration;
b) development projects will be targeted at developing the existing categories of services in local
communities or creating new categories, and creating jobs in the social economy sector.
Definitions of social services of public interest encompass the following social services listed in the Common Procurement
52
Vocabulary :
CPV Code
Description
85310000-5
Social work services
85311000-2
Social work services with accommodation
85311100-3
Welfare services for the elderly
85311200-4
Welfare services for the handicapped
85311300-5
Welfare services for children and young people
85312000-9
Social work services without accommodation
85312100-0
Daycare services
85312120-6
Daycare services for handicapped children and young people
85312200-1
Homedelivery of provisions (at home)
85312310-5
Guidance services
85312320-8
Counselling services
85312330-1
Family-planning services (family planning and support)
85312400-3
Welfare services not delivered through residential institutions
85312500-4
Rehabilitation services
85312510-7
Vocational rehabilitation services
85320000-8
Social services
85321000-5
Administrative social services (service coordination)
85322000-2
Community action programme (of local community organisation)
85323000-9
Community health services (local public health programmes)
The above measures allow the cooperation between the voivodship government and the local government,
and inter-sectoral cooperation within self-governments (social capital). Moreover, such actions would cause
the development of social services of general interest, the social economy and social enterprises. This measure
should be supported by local animation services.
5.
Continuous broadening of the scale of contracting social economy entities to fulfil public tasks within
the framework of providing SGIs by supporting and contracting public tasks. This will be possible by
implementing educational, legal and organizational processes provided for in the Priority.
2014
Deadline for task fulfilment
52
2015
2016
2017
2018
2019
2020
1.
1c
2.
3.
The table presents the scope of social services of general interest which would be finances under development projects within Priority
9.7 of Regional Operational Programmes. Services which are covered by other types of activity (e.g. social work, childcare, nurseries,
kindergartens) were omitted. Next to the official wording of categories, in brackets, the table presents explanations which reflect the
meaning of a given category in a more precise manner.
41
Indicative sources of financing
Coordination
4.
5.
Within the limit of expenses imposed on the part of the state budget
managed by the minister competent for social security (3a, b, c);
Operational Programme Knowledge, Education and Development for 2014–
2020, Objective 9., Priority 9.7. (1, 2 within the scope of provided services);
Regional Operational programmes, Objective 9., Investment priority 9.7.
(3d, e, 4 within the scope of provided services), with the possibility of using
Investment priorities 9.1. and 9.2.;
budgets of local government units (5).
Minister competent for social security, voivodship, poviat and commune
governments.
Measure I.4. Supporting the development of social economy activities in key development areas.
Engagement into the activities under development programmes is an important element of the proposed
directions of social economy development. It contributes to the modernisation of social services, sustainable
development policy, regional and local development policies.
1.
Supporting sustainable development measures by (among others):
a) developing social economy entities which promote the environmental education system among
citizens, also in relation to the right to environmental information, information on hazards, and
education on crisis activities,
b) developing social enterprises and enterprises functioning in the field of renewable energy sources
within the scope of selective waste collection, recycling and other services related to keeping
communes clean and tidy, and within the scope of land reclamation and forestry services,
53
c) seeking new opportunities to support social farming (socially engaged farming) projects
encompassing measures related to social reintegration, social and occupational rehabilitation, and
measures allowing people in difficult situations to get involved in the production activities and
54
nature, which contributes to improving those people’s mood, their health and social inclusion .
2. Supporting measures for the development of social community, identity and cultural education by
(among others):
a) creating legal solutions and financing projects that generate jobs in social economy entities in the
field of social tourism,
b) generating jobs in social economy entities in the field of social housing,
c) financing activities within the scope of local culture-related projects which combine permanent job
generation with social animation using the local cultural potential.
3. Supporting measures for generation solidarity by (among others):
a) supporting the employment of university graduates in social economy entities and social
enterprises,
b) supporting the process of establishing and running social enterprises by employees at preretirement age as a tool for prolonging professional activity and supporting employment of people
older than 45, using their experience and professional skills,
c) developing social enterprises and social economy entities which support family policy (nurseries,
children’s clubs and day care workers, kindergarten establishments, school common rooms and
school, summer and winter vacation, dependants care, day support centres) not only as care and
educational entities, but also as entities which integrate the local community,
53
Gospodarstwa edukacyjne w koncepcji rolnictwa zaangażowanego społecznie, Śląski Ośrodek Doradztwa Rolniczego, Częstochowa 2014.
Opinion of the European Economic and Social Committee on ‘Social farming: green care and social and health policies’ (own-initiative
opinion) dated 19 January 2012.
54
42
d) supporting projects of social enterprises and social economy entities which target their economic
activities at older consumers, meet their expectations and needs within the scope of (among
others): social services, educational services, free time organisation, youth and senior citizen
tourism, and which support them in their attempt to remain socially and professionally active and
stay in a good health condition (creating conditions for the development of the so-called silver
economy).
4. Supporting the development of social integration services by (among others):
a) changing the legislation on social employment to allow systemic financing of social and
occupational reintegration services and supported employment services provided at Social
Integration Centres and Clubs which provide the required standard of services and are certified
(accredited) by the minister competent for social security, as specified in the National Programme
for Combating Poverty and Social Exclusion 2020. New dimension of active integration.
b) incorporating social economy and social entrepreneurship issues into the minimum curriculum of
social assistance and integration employees’ education, including an attempt to introduce the
possibility of allowing social employees to specialise in social economy,
c) developing, implementing and supporting a monitored employment system (combined with a
social programme) in social enterprises for excluded people or people at risk of exclusion, as a part
of the social integration and reintegration path,
d) implementing and developing systemic activities of social enterprises as a form of employment for
people from Vocational Activity Establishments, Occupational Therapy Workshops, Social
Integration Centres, education care centres and, possibly, other institutions or foster custody
forms.
5. Supporting the development and application of social entrepreneurship in processes which support
the change of the current professional path of employees:
a) the use of social entrepreneurship in outplacement and professional adaptation processes, the
possibility of establishing social enterprises in relation to restructuring processes, especially for
employees aged 50+.
b) seeking opportunities to support re-deployment of people leaving the army and other uniformed
services by creating a special path for contract soldiers leaving the army, which would be based on
social entrepreneurship instruments,
c) seeking opportunities of supporting re-deployment of people leaving the farming sector.
The directions of development of social enterprises listed above will be supported using access criteria,
strategic criteria and other preferences specified by competent regional and local authorities in accordance
with the needs of a given group and strategic documents which specify the fields claimed to be most significant
for a given self-government community.
6.
Moreover, the directions of development will be supported by innovative projects which allow the
creation of validated enterprise models that operate regionally and locally and, in particular,
development of social economy entities which operate in key development areas.
2014
Deadline for task fulfilment
Indicative sources of financing
43
2015
2016
2017
2018
2019
2020
1.
2.
3.
4.
5.
6.
The Labour Fund, PFRON (1, 2, 3, 4c, d, 5) within the scope of preferring
types of activity and special programmes, as provided for in the act;
Regional Operational Programmes, Objective 9, Investment priority 9.8.
(1a, b, 2, 3, 4c, d, 5) within the scope of preferring types of activity and
selecting particular types of projects in compliance with the act;
Regional Operational Programmes, Objective 8., Investment priority 8.8.
(3c) within the scope of nurseries, children’s clubs and day care workers;
Operational Programme Knowledge, Education and Development for
2014–2020, Objective 9., Investment priority 9.8. (6) within the scope of
innovation;
Within the limit of expenses imposed on the part of the state budget
managed by the minister competent for social security (2a within the
scope of social changes, 4a, b).
Minister competent for regional development, minister competent for
social security,
voivodship governments, poviat governments.
Coordination
Expected results of Priority I
The results achieved by implementing Priority I will increase civic participation and significantly increase the
participation of social economy entities in the development, implementation and monitoring of public policies
implemented by local government units. At the same time, these measures will increase openness of selfgovernment authorities to cooperation with social economy entities. All these actions will allow us to achieve
the first primary result of KPRES, i.e. strengthening the role of social economy entities in self-government
communities. The results will also impact the creation of 35 thousand new jobs in social enterprises (Result II
of KPRES).
Measure I.1.
Measure I.2.
Measure I.3.
Measure I.4.
44

introducing a new social policy programming system together with a public
consultation system in all communes and poviats by 2016;

implementing electronic tools which deliver comparative data allowing to
create social policy programmes in communes and poviats by 2016;

establishing public benefit activity councils in 50% of communes and 30% of
poviats by 2020;

increasing the number of active civic organisations by 20 thousand in
comparison to 2011;

implementing procedures for local initiative implementation in 80% of local
government units;

increasing the number of social initiatives to at least 1000 initiatives a year;

covering 310 young people with long-term voluntary work in social
organisations by 2020r.;

introducing result-based task fulfilment settlement in 30% of LGUs;

increasing the level of contracting public task fulfilment under a tender
procedure by local government units to social economy entities to PLN 3.5
billion from LGUs’ budgets;

increasing the number of public tasks entrusted to social economy entities to
15% of tasks contracted under the tender procedure.

increasing the employment in social economy entities which are not
enterprises by 40 thousand people in relation to 2010;

creation and maintenance of about 10 thousand jobs for young people in
social enterprises;

creation and maintenance of about 20 thousand jobs in social enterprises
operating in the field of social service of general interest, especially services
related to care and family policy;

creation and maintenance of about 10 thousand jobs for people aged 50+ in
social enterprises;

creation and maintenance of about 5 thousand green jobs in social
55
enterprises .
Priority II. Regulatory activities in the field of the social economy.
The social economy is developing both as a theoretical category and practical activities which are carried out
pursuant to numerous specific legal solutions. Unfortunately, there are no uniform, coherent regulatory
solutions which would constitute a coherent basis for its functioning or be a clear impulse for development.
One of the key priorities here is to organise the definition-related areas of the social economy and social
enterprises which are supported by the state through developing new legal solutions and modification of the
existing regulations currently hindering the development of the social economy. These activities should be
performed using the experiences and knowledge of the Legal Group of the Team for Systemic Solutions in the
field of Social Economy.
Measure II.1. Specifying the legal environment of the social economy.
In order to design and commence activities addressed to the social economy and social enterprises’ sector,
especially those activities which are to be implemented in the new financial perspective for 2014–2020, me
must define the social economy sector and the term “social enterprise”. This will allow us to organise the legal
system and clearly indicate places and roles of the social economy and social enterprises in the socio-economic
system, and to better address the support for social enterprises. Considering the above, the following tasks will
be fulfilled:
1.
55
Basic regulatory solutions, which define social enterprises in the legal context, will be implemented
and basic rights and obligations of social enterprises as well as principles and forms of providing them
with state support will be specified. It will be possible thanks to the adoption of the Act on Social
Enterprises and Social Economy Support. The status of a social enterprise will be obtained by entities
which conduct an economic activity and meet all of the following conditions:
a) they employ at least 50% of unemployed or disabled people (in the case of severe and moderate
disability: 30%), or people at risk of social exclusion, or
b) they provide social services, services for disabled people, services related to social housing,
education, culture, development of local and regional communities or social tourism and, at the
same time, employ least 20% of people from particular groups at risk of social exclusion when
converted to full-time equivalents,
c) do not distribute profits or balance surplus among the shareholders, but use at least 10% of their
profit or balance surplus for the purpose of occupational and social reintegration (in the case of
employment enterprises) or for public benefit activities conducted for the benefit of the local
community in which the enterprise is operating, while the remaining amount of earned funds is
used for strengthening the enterprise’s potential,
d) they do not pay remuneration exceeding the average remuneration amount multiplied by three
to any member of the management board or employee,
e) they have a consultation and consultancy body composed of representatives of employees, other
employed persons and volunteers who provide their services to the enterprise; moreover, the
The expected measure indicators related to the number of jobs do not add up (cross formula), the provision indicates the direction of
activities (jobs for particular demographic groups can be combined with the activities related to services; these can include, e.g. green jobs
for young people).
45
body may be comprised of representatives of constant recipients of goods or services provided
by the enterprise. This obligation does not refer to small enterprises or cooperatives.
Having the status of a social enterprise will (among others) allow preferential treatment provided
for in the act, which entails the purchase of particular services of general interest and other
services which are not included in the Public Procurement Law in accordance with the principles
set forth in programmes for cooperation with non-governmental institutions or other selfgovernment programmes. This status will also allow entities to use loan and guarantee funds
addressed to social enterprises.
2.
3.
46
The following changes (among others) will be implemented in relation to social cooperatives:
a) allowing young people looking for employment, farmers and people employed pursuant to civillaw agreements who have a low level of income, as representatives of a new category of people
at risk of social exclusion, to establish social cooperatives. The number of persons required to
establish a social cooperative will be simultaneously lowered.
b) lowering the minimum requirement regarding the employment of people at risk of social
exclusion to 20%, provided that a given cooperative provides social services of general interest,
c) verifying the definition categories and the scope of expenses for professional and social
reintegration, and making them more specific,
d) unifying the support system for job creation, which is currently functioning pursuant to separate
regulations,
e) introducing solutions conducive to increasing the non-divisible resource funds which allow social
cooperatives to develop,
f) simplifying the liquidation procedures and specifying the manner in which common property of a
cooperative established thanks to the public support or the EU support is to be allocated
exclusively for socially useful purposes after such liquidation.
Regulatory solutions in the scope of supporting the employment of disabled people within the social
and professional reintegration process, and within the system of support for professional activation in
the social economy sector will be implemented. The most important will be solutions intended to:
a) combine the activities of Occupational Therapy Workshops with the opportunity to professionally
activate their participants by offering them internships, professional training and employment in
social enterprises and Vocational Activity Establishments, allowing OTW participants to complete
internships in social economy entities (e.g. ZAZ, social cooperative) without depriving them of the
right to further participate in the Workshops,
b) develop a supported employment system, covering activities preparing people to start work or
look for a job, and the employer’s engagement and support in the workplace and outside of it,
c) incorporate PES into the sector of services supporting disabled persons within the scope of
consultancy, assistance services, work assistants and coordinators of supported employment,
d) consider the possibility of lowering the required payments to PFRON (after estimating its
financial impact) for purchasing a service or a product from a social economy entity which
employs less than 25 employees, including not less than 40% of people suffering from severe
disability or blind people, mentally ill people or mentally disabled people, people suffering from
pervasive developmental disorders or epilepsy, classified as suffering from a moderate level of
disability, or 60% of people suffering from a moderate level of disability,
e) consider the possibility of clarifying legal regulations on ZAZs to account for their hybrid nature of
a reintegration entity which conducts an economic activity on a scale allowing the fulfilment of
the basic task of such entities, i.e. professional, social and medical rehabilitation, and continuing
to support ZAZs in their activities intended to include their employees into the open labour
market.
4.
5.
Legal changes on the functioning of cooperative enterprises, especially worker cooperatives and
cooperatives of disabled and blind people, will be drafted and implemented, including (among others):
a) lowering the minimum number of members of cooperatives which associate up to 5 natural
persons,
b) allowing cooperatives to conduct public benefit activities,
c) allowing simplified accounting to small cooperatives,
d) introducing solutions that improve the functioning of cooperatives and adjust them to the
economic reality (among others: compulsory training for members of Supervisory Boards,
introducing the obligation to justify instances of dismissing a member of the Management Board,
allowing inheritance of shares in cooperatives, allowing the possibility to supplement the agenda
of the Meeting of Shareholders when all members of the cooperative are present, similarly to
what is stated in the Code of Commercial Companies),
e) allowing the possibility of transforming companies into cooperatives (e.g. by employee buyout);
preferring accumulation of capital in cooperatives and services provided by cooperatives for its
members,
f) allowing non-profit cooperatives to function in accordance with principles similar to the those for
non-profit companies.
Following the adoption of legal solutions, their provisions will be monitored and possibly amended.
Every two years, the State Secretariat for Social Economy will check whether the legal regulations on
social enterprises, professional and social rehabilitation of disabled people, social cooperatives and
public benefit activities are appropriate and up to date. Moreover, analytical works will be conducted
in relation to other forms of social activity than economic activity, such as cultural and educational
activity, development of local communities, social tourism and mutual forms of the social economy.
Deadline for task fulfilment
Indicative sources of financing
Coordination
2014
2015
2016
2017
2018
2019
2020
1.
2.
3.
4.
5.
Within the limit of expenses imposed on the part of the state budget
managed by the minister competent for social security (1, 2, 3, 4, 5). If
changes specified in item 3a, d, e are implemented – State Fund for
56
Rehabilitation of Disabled Persons ;
Operational programme Knowledge, Education and Development for
2014–2020, Objective 9., Investment Priority 9.8. (5).
Minister competent for social security.
Measure II.2. Specifying the principles of public procurement and public assistance which support the
development of the social economy.
Legal solutions which impact the conditions of running and economic activity by social economy entities and
social enterprises are of particular importance for the social economy sector and social enterprises. The
prepared measures will incorporate the achievements of the supranational Social Entrepreneurship Network
partnered by MIiR and MPiPS, and systemic activities undertaken by MPiPS. The designed activities in the field
of public procurement will be related to the implementation of the National Action Plan on sustainable public
procurement 2013–2016 prepared by the Public Procurement Office and plans for subsequent years until 2020.
Therefore, the following tasks will be fulfilled:
56
The financial impact on PFRON will be estimated when a decision on adopting particular solutions listed in item 3d is made.
47
1.
2.
3.
4.
5.
6.
Introducing a principle that, besides the assessment criterion, the quality criterion specified in the
resolution of the LGU decision-making body must be applied when selecting providers and organisers
of social services of public benefit, in accordance with the provisions of the Public Procurement Law. It
is possible to apply the quality standards developed under project “Creation and development of
quality standards for services of social assistance and social integration” under Priority I OP HC,
provided that they meet the requirements specified in Article 91 of the Public Procurement Law.
Implementing the measures provided for in the National Action Plan on sustainable public
procurement 2013–2016.
Amending the provisions of the Public Procurement Law in compliance with the new directives on
public procurement law, in particular those related to:
a) the so-called reserved contracts,
b) the special regime of awarding contracts for social services indicated in the directives referred to
above,
c) the possibility of reserving contracts for particular social services indicated in the directives and
other special services to be provided for specified entities which meet the conditions listed in the
directive, including social economy entities which meet the aforementioned conditions,
d) abnormally low offers (especially within the scope of checking compliance with applicable
regulations in the field of social law and labour law),
e) contract performance conditions,
f)
appropriate means which ensure that contractors meet their obligations under social and labour
law while performing public contracts.
Supplementing the Act on Social Enterprise and Supporting Social Economy and the Act on Social
Cooperatives with provisions allowing the awarding entity to order services and deliveries which are
not covered by the Public Procurement Law Act exclusively from social enterprises or other social
economy entities. These orders, which are provided for in Polish and EU law, must be made for a
particular purpose and conducted in a cost-efficient manner, in accordance with the principles of
obtaining the best effects on given resources and optimum methods and resources used to achieve
the set goals.
Assuring that support instruments for social entrepreneurs, if they refer to the economic activity
conducted by these entities, are compliant with applicable legislation on social assistance (including
provisions on assistance provided as compensation for provision of services of general economic
interest which satisfy social needs in the field of healthcare and long-term care, child care,
reintegration on the labour market, social housing, care over vulnerable population groups and social
exclusion thereof, assistance under block exemptions, or regulation on de minimis aid).
After amending the Polish Public Procurement Law as indicated in item 3, a comprehensive
educational process targeted at public administration employees, including Regional Accounting
Chamber and social enterprises will be developed and implemented, including in particular:
a) preparation of materials popularising solutions regarding socially responsible public procurement
resulting from new EU directives, which will present examples of effective use thereof in public
contract award procedures,
b) creating a database of Terms of Reference (ToR) which contain social clauses or reserved
contracts; the ToR database would also contain questions regarding legal matters and
explanations provided by public institutions thereto,
c) preparation and provision of training on changes to Public Procurement Law Act within the scope
of socially responsible public procurement which result from the transposition of the new
directive public procurement,
d) promoting the observance of standards specified in legal regulations on labour law through public
procurement.
The changes will be monitored as they impact the functioning of social enterprises.
48
Deadline for task
fulfilment
Indicative sources
of financing
Coordination
2014
2015
2016
2017
2018
2019
2020
1.
2.
3.
4.
5.
6.
Budgets of local government units (1);
Within the limit of expenses imposed on the part of the state budget managed by the
President of the Public Procurement Office (2, 3);
Within the limit of expenses imposed on the part of the state budget managed by the
minister competent for social security (4);
Within the limit of expenses imposed on the part of the state budget managed by the
President of the Office of Competition and Consumer Protection (5);
Operational Programme Knowledge, Education and Development for 2014–2020,
Objective9., Investment priority9.8. within the scope of training social entrepreneurs,
regional trainers/advisers and Objective11., Investment priority 11.3. within the scope of
training the representatives of institutions and awarding entities, including LGU, Supreme
Audit Office, RIO and Regional Operational Programmes staff, Objective9., Investment
priority9.8. (6).
Local government Units (1),
Public Procurement Office (2, 3, 6),
Minister competent for social security (4, 6),
Office of Competition and Consumer Protection (5).
Expected results of Priority II
The results of Priority II within the scope of organising legal regulations on the functioning of social
enterprises and their environment will contribute to the achievement of the Primary Result II, i.e.
generation of 35 thousand jobs in social enterprises. Organising legal regulations will allow the creation of
new social enterprises and will facilitate the functioning of the existing ones. These results will contribute to
the fulfilment of objective III as legal changes will allow the creation of the Chamber of Social Enterprises
which is an important component of the social economy policy.
Measure II.1.
Measure II.2.
49

adopting regulations on the social enterprise status in 2014, implementing
them and ensuring continuous monitoring;

amending and continuously monitoring legal regulations on employment of
disabled people;

amending and continuously monitoring legal regulations on social
cooperatives;

amending and continuously monitoring the provisions of the Act on
Cooperative Law;

introducing legal modifications to the regulations on public procurement in
relation to the new directives on public procurement within the timeframe
indicated in the directives referred to above;

training of employees of Regional Accounting Chambers responsible for
conducting controls in local government units and LGU employees
responsible for public procurement in at least 30% of these entities by 2020;

training employees of about 1 thousand social enterprises and 100
trainers/regional advisers by 2020;

reaching the 15% share of “social” public procurement on the national level,
measured in accordance with the PPO’s methods, in 2020;

using socially responsible public procurement with particular emphasis on
pro-employment instruments, such as social clauses in public procurement
and/or reserved contracts by at least 15% of LGUs in 2020.
Priority III. Social economy support system.
One of the most burning needs of the developing social economy in Poland is the development of a support
system for this sector’s entities. This encompasses consultancy and services and, most importantly, facilitating
access to financial capital. The general lack thereof is one of the main reasons for quantitative and qualitative
weakness of the social economy.
Funds for the development of the social economy should be mostly spent on direct support of social
enterprises and the social economy sector. Social enterprises will receive financial support in the form of
grants (for establishment of a social enterprise and conducting public benefit activities), loans and guarantees
(for economic development of existing social enterprises). The financial assistance offered to social enterprises
should be closely related to the training and consultancy offer and relate to detailed expectations in terms of
effects of their activities. This solution will enhance the social and economic results of the existing social
enterprises.
Measure III.1. Non-repayable financial instruments.
Creating conditions favourable for the establishment of social economy entities which do not conduct an
economic activity and social enterprises is among the primary objectives of the Programme. It is particularly
important to directly support the establishment of social enterprises and generation of jobs for people
remaining outside of the labour market. Considering the above, the following measures will be undertaken:
1. Providing grants for creation of jobs in social enterprises and other entities, and partially financing their
functioning under integration activities and in the field of public benefit activities. Funds to be spent for
this purpose should be specified as a percent of expenses within the labour market system and support
for disabled people (the Labour Fund and the State Fund for Rehabilitation of Disabled Persons). This
calls for such activities as:
a) comprehensive unification of legal regulations (regulations on promotion of employment and
labour market institutions, on professional and social rehabilitation, on employment of disabled
people) and start-up financing of undertakings intended to create jobs in social enterprises, also
those carried out by people finishing their education at the last year of studies or vocational
schools, including consultancy and transitional support throughout the first twelve months of
functioning.
b) combining financial support for establishment of social enterprises with training ( including
occupational training), individual monitoring which is granted at the stage of establishing an
enterprise and during the first six months of its functioning, and transitional support which
facilitates the functioning of an enterprise within the first twelve months of its existence,
c) offering grants by poviat employment agencies which, in accordance with public benefit
regulations, can contract this task to entities providing social economy development services, and
offering consultancy and training support by institutions providing social economy development
services which will be also obliged to monitor the social enterprises that received the grants
continues to function,
d) agreeing the level of support for the establishment of social enterprises in regional programmes
for social economy development by estimating, in cooperation with poviat governments, the
minimum amount of funds required to co-finance the creation of jobs in PES using funds from the
Labour Fund and the State Fund for Rehabilitation of Disabled Persons. The support should
50
guarantee the creation of at least 5–10 jobs a year. To implement this solution, the funds for
establishment of social enterprises and support for social economy entities must be planned in
poviat PUP budgets. This activity will be supported with additional EU funds, depending on the
level of activity of a given PUP,
co-financing the process of establishing and functioning of social economy entities or provision of
services in the field of social and occupational rehabilitation or occupational and social
reintegration by social economy entities which are not social enterprises. One of the conditions
allowing to obtain the co-financing should be meeting of quality standards for this type of
services set forth in the act on social employment and other regulations.
e)
The voivodship government will be able to contract accredited institutions which provide social
economy support services to assure co-financing for job creation, which, at first, will have the form
of a pilot task.
2.
3.
Allowing investment support to social enterprises and social economy entities, especially by covering
the costs of renovation of real estates and purchased fixed assets which give new development
opportunities, as required by the local social policy.
Developing principles of efficiency-related assessment for granting funds. The manner of granting and
using the funds should be associated with the effects of activities declared by a given social enterprise;
additional funds, promoting effectiveness, should be granted only to enterprises which achieved the
previously specified objectives. In the future, when relevant and reliable methods of measuring the
social added value of social enterprises are established and widely used, it is advisable to apply such
methods as a criterion for granting and settling funds.
Deadline for task fulfilment
Indicative sources of financing
Coordination
2014
2015
2016
2017
2018
2019
2020
1.
2.
3.
Within the limit of expenses imposed on the part of the state budget
managed by the minister competent for social security (1 – within the
scope related to unification of legal regulations);
the Labour Fund (1 – within the scope related to the creation of jobs in
social economy entities/social enterprises);
State Fund for Rehabilitation of Disabled Persons (1 – within the scope
related to the creation of jobs in social economy entities/social
enterprises);
Regional Operational Programme, Objective 9., Investment Priority 9.8. (1
– within the scope related to the creation of jobs in social economy
entities/social enterprises);
Regional Operational Programme, Objective 9., Investment Priority 9.3. (2);
Operational Programme Knowledge, Education and Development for
2014–2020, Objective 9., Investment Priority 9.8. (3);
budgets of local government units (1e).
Minister competent for social security,
Voivodship government.
Measure III.2. Repayable financial instruments.
The primary instrument of support for the existing social enterprises within the scope of conducting an
economic activity should be a system of repayable financial instruments, namely loans and guarantees.
Considering the above, the following support will be offered:
51
1.
2.
In the period 2013–2015, a pilot loan programme will be implemented to test new methods of social
enterprise financing. These measures will be implemented through five macro-regional loan funds.
The aim of this pilot programme is to test new procedures and functionality of the future loan and
guarantee programme;
After the evaluation in 2014, in 2015 a financial instrument will be created (the State Fund for Social
Entrepreneurship) to grant loans and, separately, guarantees. This instrument will be financed from
the European Social Fund and from private funds. The Fund will allow the use of various repayable
57
instruments, such as:

short-term loans (up to 2 years) for liquidity assurance (e.g. transitional, for assignments, etc.)

medium- and long-term loans (up to 5 years) for development, investments and asset building;

subordinated loans (up to 5 years) for increasing own funds;

social capital fund – social venture capital;

guarantees;

re-guarantees for the obligations of guarantee funds guaranteeing credits taken by social
economy entities which have the status of a micro, small or medium enterprise.
The entity implementing the financial instrument will select financial intermediaries (banks or existing
regional loan and guarantee funds) in each of the 16 voivodships, as provided for in the
implementation act for 2014–2020. The intermediaries will be responsible for the distribution of
repayable financial instruments; moreover, each of the intermediaries will be entitled to funds to
provide support to social enterprises for 2–3 years, in accordance with the submitted application.
There can be a few financial intermediaries in one voivodship or one intermediary may cover a few
voivodships. In particular, the Fund will support activities which involve additional private funds.
3.
The establishment and testing of innovative forms of financing social economy entities and social
enterprises, e.g. loan cooperatives, mutual guarantee funds, etc., created on the local and regional
level by social economy entities, local government units and private entities, will be supported. The
support will cover, in particular, activities engaging additional private funds.
Deadline for task fulfilment
Indicative sources of financing
Coordination
2014
2015
2016
2017
2018
2019
2020
1.
2.
3.
Human Capital Operational Programme, Priority I, Measure I.4. (1);
Operational Programme Knowledge, Education and Development for
2014–2020, Objective9., Investment Priority 9.8. (2, 3) within the scope
resulting from the financing gap research;
private funds (2, 3).
Minister competent for social security,.
Measure III.3. Social economy and social enterprise support services.
The development of the social economy requires continuous consultancy, training and animation support
which must be provided on various levels, depending on the needs of social economy entities or social
enterprises. Therefore, the new support system, inspired by the experiences from the current programming
period (2007–2014), will be based on financing the support services of the social economy and social
enterprises. The services should comprise three modules implemented by one institution or a few institutions.
However, it is required to contract an entire package of services (by one entity, consortium or partnership
comprising a few institutions) for a given subregion. A system of services, which must be complementary on
the voivodship level, would comprise the following modules:
57
The instruments listed above are just examples and they might be modified in the course of measure implementation.
52
1.
2.
3.
Local animation services. Every discussion on the development of the activity of the local social
economy starts with stimulating civic participation within a socially responsible territory. This requires
animation-targeted activities which will allow the creation of civic entities, support their development,
allow the establishment of civil-public partnerships to facilitate the development of the social
economy and social participation. Entities providing such services should not only undertake
animation, education and integration activities, but also prepare and support local animators who will
develop these activities. The animation- and facilitation-targeted activities would be indicated as
significant components of Community-Led Local Development support provided for in measure IV.3. of
the Programme.
Social economy development services. This component refers to the activities intended to initiate the
creation of new social entities and enterprises, including training and individual and group
consultancy. In this case, the basic service would be providing education on the possibilities of
establishing social enterprises and preparing founding groups. An important element of social
economy development services would be close cooperation with poviat employment agencies which
will have funds for job creation or retrofitting of work stations. Thanks to the cooperation, all people
willing to establish a social enterprise would be directed by PUP, OPS, PCPR, Rural Advisory Centres to
entities providing social economy development services. Prepared founding groups of social
enterprises will be entitled to apply to the starost for funds for the establishment thereof; the funds
would be provided by the Labour Fund or PFRON. The poviat government (or voivodship government)
will be able to contract the task of providing co-financing for job creation to these entities, which, at
first, will have the form of a pilot task. Centres which provide social economy development services
should use the incubation and pre-incubation tools as well as trial establishment of enterprises as a
part of incubation, and offer tutoring by traditional entrepreneurs, especially those from industries in
which a given entity is planning to operate.
Support services for the existing social enterprises. The entity implementing this module must have
managerial skills (in the scope of finance, taxes, strategic planning, marketing, human resources) and
social skills (building a wide cooperation network within local partnerships). In order to develop these
skills, a specialised system is required to provide social entrepreneurs with knowledge and develop
their skills at the stage of establishing and functioning of a social enterprise. The system should also
support social enterprises by offering them legal, business and financial consultancy services. The
services may also encompass additional support for implementation of innovations or development
plans. This type of services should be closely related to the regional operators of the State Fund for
Social Entrepreneurship within the scope of loan advisory services.
Since 2014, services supporting the social economy and social enterprises would be accredited in the
AKSES system (a system of accreditation and operating standards for social economy support
58
institutions ). Separate expected action results will be assigned to every level of services. In order to
obtain such accreditation, entities will have to meet formal conditions, obtain recommendations from
a team of experts analysing training and advisory programmes, the expected results, skills and stability
of the personnel employed by the entities providing services. The accreditation will certify that the
criterion of access in the Regional Operational Programmes has been met.
Advisory and support services will be financed within the scope of a minimum package indicated in the
accreditation system, which will be regularly verified by auditors of the State Secretariat foe Social
Economy in cooperation with Regional Centres for Social Policy. The financing of local animation
services, social economy development services and services supporting the existing social enterprises
would be a part of the voivodship government’s activities and would be ensured by concluding
58
Accreditation activities are conducted by the Accreditation Committee established by the Regulation no. 13 of the Minister of Labour and
Social Policy dated 21 March 2014.
53
contracts with entities while assuring complementarity of actions in the voivodship. Entities can
conduct additional activities exceeding the minimum scope of advisory and support services. Such
activity may be conducted as a paid public benefit activity, economic activity or as outlined in the
project prepared by the voivodship government. If the quality standards are not met, a new service
provider whose services comply with the standards will be selected.
Legal regulations on the manner of providing services, their systematic financing principles, relations
between entities providing such services and public institutions, including the cooperation with poviat
employment agencies, will be set forth in a chapter of the act on social enterprises.
4.
Support will be also granted for activities intended to create innovations in the field of the social
economy and social entrepreneurship. Social economy development will not be possible without
continuous improvement of the efficiency of used solutions and development of new solutions
combining practical experience with theoretical knowledge or without cooperation with the academic
and business circles.
2014
Deadline for task fulfilment
Indicative sources of financing
Coordination
2015
2016
2017
2018
2019
2020
1.
2.
3.
4.
Budgets of local government units (1, 2, 3);
Regional Operational Programmes, Objective 9., Investment Priority 9.8.
(1, 2, 3);
Operational Programme Knowledge, Education and Development for
2014–2020, Objective 9., Investment Priority 9.8. within the scope of
innovation (4).
Minister competent for social security,
voivodship government.
Measure III.4. Supporting the development of the social economy cooperation and partnership network.
What underlies the social economy, social enterprises and their development is common action which is a basis
of creating economic franchise, cluster and partnership relations between social enterprises. Business and
inter-sectoral partnership should always be the basis on which the social economy develops. Considering the
above, the following tasks will be supported:
54
1.
Extensive education on inter-sectoral cooperation and establishment of local partnerships in
consideration of the essence of the social economy; such education is addressed to public institutions,
social enterprises, NGOs, the business sector and local community leaders, especially in rural areas;
supporting the development of corporate social responsibility in traditional enterprises targeted at
cooperation, supporting and developing the social economy.
2.
Implementing and popularising quality marks and other programmes which promote responsible
consumer behaviour, organising individual, business, promotional and educational campaigns
intended to create a positive image of the social economy among consumers, and indicating benefits
resulting from purchasing from this sector.
3.
Organising fairs, supporting participation in fairs and economic missions for social entrepreneurs
targeted at cooperation with traditional business entities, other social enterprises and local
government units.
4.
Developing social franchise based on local cooperation relations with the participation of social
entrepreneurs.
5.
Building cooperation relations and supporting transfer of innovation between higher education
institutions, the science sector, traditional enterprises and social enterprises.
6.
Activating business administration and MBA programmes for people managing social enterprises.
7.
As the mechanisms of initiation, establishment and functioning of cooperation bonds are created at
the local level, which includes social enterprises, support will be granted to methodical and animationtriggered inclusion of social enterprises into the existing and initiated cooperative undertakings
(among others, identification of market niches), including, in particular, cluster initiatives:
a) in the field of activating local groups and developing rural areas, the social economy is supported
by stimulating the establishment of partnerships and common initiatives. Thematic villages, e.g.
in Warmińsko-Mazurskie and Zachodniopomorskie Voivodships are a great example of the above.
b) initiatives incorporating the cooperation with the national network of services for SME in order
to support the establishment and functioning of social enterprises in a manner complementary to
OWES, and using cooperation with Rural Advisory Centres and their field structures to support
the establishment and functioning of social enterprises in rural areas,
Recommendations on the possible cooperation of Rural Advisory Centres and entities providing support
services for social economy entities and social enterprises will be proposed in cooperation with the Minister
of Agriculture and Rural Development.
c) using the potential of Local Action Groups, Fisheries Local Action Groups and CLLD operators
(community-led local development) as well as Integrated Territorial Investments as social
economy animators in rural areas; establishing Local Partnership Forum within the State
Committee for Social Economy Development. The Forum’s task will be to promote the concept of
partnership, support cooperation between partnerships, collect and disseminate knowledge on
the existing partnerships.
Deadline for task fulfilment
Indicative sources of financing
Coordination
2014
2015
2016
2017
2018
2019
2020
1.
2.
3.
4.
5.
6.
7.
Operational Programme Knowledge, Education and Development for
2014–2020, Objective 9, Investment Priority 9.8. (1, 2, 4);
Operational Programme Knowledge, Education and Development for
2014–2020, Objective 8, Priority 8.9. (6);
Regional Operational Programmes, Objective 1., Investment Priority 1.2.
(5); Objective 3, Investment Priority 3.2 (3); Objective 9., Investment
Priority 9.8. (2, 7 – within the scope of supporting network establishment,
promotional campaigns and regional quality marks).
Minister competent for social security,
minister competent for economy,
voivodship governments.
Expected results of Priority III
Results of Priority III within the scope of establishing financial and advisory support infrastructure, animation,
development and functioning of social enterprises and legal environment contribute to the fulfilment of
Objective II Environment, which will allow the generation and maintenance of 35 thousand jobs in social
enterprises. In a larger perspective, the establishment and stable functioning of social enterprises is not
possible without a comprehensive support system. The results will also impact the process of achieving result I
by allowing the creation of new jobs in fields preferred by self-government communities.
Measure III.1.
55

using financial support to generate 38.6 thousand jobs in social enterprises,
35 thousand of which will be permanent;
Measure III.2.
Measure III.3.
Measure III.4.

activating 16 financial intermediaries for the loan and guarantee fund,
covering all voivodships;

supporting 1500 social enterprises and social economy entities by providing
loans under the designed support system;

activating the guarantee and re-guarantee system;

developing the concept of social economy support service network financed
from ROP by 2014 in every voivodship;

establishing a social economy support service network accredited by the
Minister of Labour and Social Policy in every voivodship by 2015;

50% of social enterprises will function in a local partnership, franchise or a
cooperation network.
Priority IV. Incorporating social economy into the mainstream public policies on the
national and regional level.
The development of the social economy on the national level depends on integrated measures implemented
horizontally on a level of various government administration institutions and, in the vertical perspective, on
coordination of national, regional and local measures. The activities currently being undertaken by various
institutions, which are financed from state and EU funds, must be coordinated to significantly increase their
quality. Priority IV encompasses the following measures (directions of interventions):
Measure IV.1. Coordination of social economy policies on the national level.
The past experience shows that the coordination of actions related to the social economy, undertaken within
various sectoral public policies, is insufficient. It is caused by, among others, the lack of a robust centre which
would be responsible for such coordination in the government structures and lack of mechanisms which would
assure coordination and cohesion of these activities. This lack of institutionalisation also hinders the
coordination of activities in the public and civic sector. Considering the above, the following tasks will be
undertaken:
1.
59
59
The State Committee for Social Economy Development will be established as the key instrument for
cohesion of public policies related to the social economy. Half of the Committee’s staff will be
composed of voivodship representatives and representatives of departments and offices responsible
for the implementation of state policies in the fields which are crucial for the social economy, while
the other half will comprise representatives of the social economy sector. The Committee’s tasks will
include:
a) coordinating activities in the field of the social economy on the national level,
b) making strategic decisions related to KPRES implementation based on annual reports on the
condition of social economy and the mid-term review in 2017,
c) accepting annual reports on KPRES implementation and the condition of social economy in
Poland,
d) creating and monitoring activities to be undertaken in favour of innovative projects and scientific
research in the field of the social economy,
The Committee will be inter-ministerial/inter-sectoral in accordance with the order of the Prime Minister. It will be a continuation of the
Team for Systemic Solutions in the field of Social Economy established by the order of the Prime Minister no. 141 dated 15 December 2008.
The Committee’s financial matters will be managed by the Ministry of Labour and Social Policy.
56
2.
3.
e) initiating changes, supervising the implementation and monitoring the social economy
development programme,
f) issuing opinions and recommending strategic programme, legislative and financial proposals in
relation to the social economy,
g) reviewing the implementation of provisions of the development strategy and programmes and
issuing opinions on the required modifications to development strategies or programmes in
relation to the social economy,
h) indicating candidates from the social economy sector for consulting and monitoring bodies within
the operational and development programmes.
Establishing the State Secretariat for Social Economy in the structures of the Ministry of Labour and
Social Policy as an organisational unit (a division) in the Department of Public Benefit. The Secretariat
will be responsible for:
a) coordinating actions undertaken by public administration, addressed to the social economy
sector. KSES’s task will be to initiate and promote activities related to the social economy, assure
that tasks related to the social economy undertaken under various sectoral and regional policies
are cohesive, and cooperate with voivodships.
b) undertaking activities for the State Committee for Social Economy Development by implementing
decisions and applications of the Committee, preparing public tasks related to, among others,
accreditation and innovation-related activities,
c) undertaking activities for the social economy sector by assuring quality of the support system
(accrediting entities which provide services for the sector), creating a friendly legal environment
and stimulating the development of financial instruments. KSES will also be responsible for
monitoring, collecting, disseminating and generating knowledge, and initiating public debates on
the place of role of the social economy in public policies,
d) undertaking activities for participants of KPRES implementation, in particular regions, in the form
of training and development consultancy services, establishment of a database allowing to collect
and present monitoring and evaluation data, making such data available, and providing support
within the scope of preparation, monitoring, evaluation and management of regional plans.
Selecting, by way of a competition or a tender, an innovative entity acting as a non-profit company or
cooperative of legal persons whose shareholders are NGOs (with the participation of MPiPS in the
supervisory body), which carries out activities resulting from the obligations related to the support of
regional activities. The entity would provide services related to the implementation of innovative
activities, accreditation, consultancy and education to regions, and services related to commissioning
public tasks in the field of services for social enterprises.
Deadline for task fulfilment
Indicative sources of financing
Coordination
2014
2015
2016
2017
2018
2019
2020
1.
2.
3.
Within the limit of expenses imposed on the part of the state budget
managed by the minister competent for social security (1, 2, 3);
Operational Programme Knowledge, Education and Development for
2014–2020, Objective 9., Investment priority 9.8. (1, 2, 3).
Minister competent for social security.
Measure IV.2. Coordination of social economy policy on the regional level.
Due to the growing significance of regions in the process of creating the development policy, it is important to
incorporate the social economy policy in the voivodship-level activities, as many crucial programme,
organisational and financial decisions will be made at this level. Therefore, the following tasks will be fulfilled:
57
1.
2.
Incorporating the social economy in voivodship development strategies in fields related to the labour
market, social integration, entrepreneurship and innovation development which allow regional
development of the social economy; the implementation of the strategy provisions will be analysed on
an on-going basis at the voivodship level and by the State Committee for Social Economy
Development.
Developing, implementing and monitoring regional programmes for social economy development for
2014–2020 in cooperation with key interested parties; the programmes specify actions to be
undertaken by public authorities in relation to (in particular):
a) institutionalising the management of social economy development process(the issue of a regional
committee for social economy, forum for cooperation with social economy entities, responsible
institutions),
b) basic directions of the social economy sector’s development preferred in the financial support –
within the scope of professional integration, social integration and available social services. The
directions should result from the needs diagnosed in a given voivodship in the fields specified in
Priority I. These directions may be based on promoting particular types of activity (promotion,
education), preferring establishment of entities in particular areas (access criteria and strategic
criteria in operational programmes financed from the EU finds, strategic criteria for access to the
state funds from the Labour Fund and PFRON), encouraging poviat and commune governments
(creating local maps of needs in the area of public benefit services, local partnerships with selfgovernments),
c) creating the target network of services supporting the social economy and social enterprises in a
voivodship,
d) designing mechanisms of cooperation between voivodship governments, poviat and commune
governments in the scope of the social economy (the role of commune and poviat strategies,
local partnership as the foundation of development), contracts concluded by voivodships and
local governments to finance local activities, including activities undertaken under CLLD,
e) specifying the principles and forms of cooperation for the social economy between various
institutions which may impact its development in the region, including ROPS, WUP, and
institutions which manage and implement programmes financed from the EU funds,
f) preparing a concept of promoting the social economy in the voivodship through the official and
unofficial education system for children and youth, and the official and unofficial education
system for adults.
The programmes should have a cohesive and logical structure of objectives and expected effects, and
relevant product and result indicators. Moreover, the programmes should specify what financial
resources are necessary to fulfil their objectives and achieve the results, including state funds (from
local governments, special purpose funds and the state budget) and EU funds. The programmes must
describe the management system and annual effect monitoring which will encompass annual reports on
the condition of the social economy in regions. Entities responsible for the preparation and
implementation of programmes on behalf of voivodship governments will be Regional Centres for Social
Policy.
In 2014, the multi-annual regional action plans for promotion and popularisation of the social economy
prepared by ROPS will be transformed into regional (voivodship) social economy development
programmes and supplemented as indicated by the presented elements. The above particularly refers to
the financial scheme.
58
3.
4.
Establishing Regional Committees for Social Economy Development which will coordinate voivodships’
actions in the field of the social economy; the committees will be composed of representatives of
60
voivodship government, local governments and the social economy, science and business sectors .
Designating an entity that will be responsible for coordination of activities related to the social
economy in the voivodship, i.e. the Regional Centre for Social Policy. The centre will coordinate actions
undertaken by public authorities in the field of regional programme implementation and specify the
directions, preferences and support procedures for the social economy and social enterprises under
Regional Operating Programmes.
Deadline for task fulfilment
Indicative sources of financing
Coordination
2014
2015
2016
2017
2018
2019
2020
1.
2.
3.
4.
Voivodship government budgets (1);
Human Capital Operational Programme, Priority VII, Measure 7.1.3. (2)
until June 2015;
Regional Operational Programme, Objective 9., Investment Priority 9.8. (2,
3, 4).
Voivodship governments.
Measure IV.3. Self-organisation of the social economy.
Self-organisation of this sector is an important element of social economy development as it facilitates the
representation of social economy entities in the territorial and sectoral dimension, and construction of a selfcontrol system with respect to activity standards. Considering the above, the following tasks will be fulfilled:
1.
2.
3.
4.
5.
Supporting strong representation of social enterprise and social economy’s environment, as partners
of public administration and business, through legal regulations and institutional support at the
national and regional level.
In cooperation of the social economy sector, specifying the principles of representation of the sector
and clear principles of consulting public activities with this sector.
Supporting activities in favour of self-organisation and federalisation of the sector, including, in
particular, the future Chamber of Social Enterprises, national and regional meetings and other
cooperation platforms, consultancy and promotion.
Supporting the establishment and functioning of an information exchange platform to strengthen
network connections inside the sector, including websites and press publishing houses.
Supporting bottom-up systems of quality marks and certificates targeted at increasing the quality of
services and products of social economy entities and social enterprises, and establishing the quality
mark: Gmina/powiat przyjazna/y ekonomii społecznej [Social Economy-Friendly Commune/Poviat]
pursuant to the criteria set by public authorities and representation of the sector.
2014
Deadline for task fulfilment
2015
2016
2017
2018
2019
2020
1.
2.
3.
4.
60
The Regional Committee for Social Economy Development will be established by a resolution of the voivodship management, It wil be
financed from the ROPS budget or from other sources specified by the voivodship government.
59
5.
Indicative sources of financing
Within the limit of expenses imposed on the part of the state budget
managed by the minister competent for social security (1, 2);
Operational Programme Civic Initiative Fund (3);
Operational Programme Knowledge, Education and Development for
2014–2020, Objective 9., Investment Priority 9.8. (4, 5).
Coordination
Minister competent for social security.
Measure IV.4. Monitoring the social economy.
Proper implementation of the social economy policy requires comprehensive and constantly up-dated
knowledge on the condition of the sector, its surrounding and relations between the public, social and private
parts of the sector. Assuring the access to reliable data and analysing the sector’s condition will be the basis of
the public policy in this field. Therefore, the following tasks will be fulfilled:
1.
2.
3.
60
The National Secretariat for Social Economy will maintain a knowledge repository which will contain
research results, research tools, reports etc. on the basis of data collected by KSES and obtained from
GUS and ROPS.
Constantly monitoring the social economy and social enterprises within the scope of the dynamics of
the sector’s development, the achieved economic objectives and activities in the social area, and
activities undertaken by public entities in favour of the social economy. The monitoring will
encompass:
a) continuous monitoring of the quality of available data on the condition of the social economy
sector,
b) systematic and on-going collection of output statistical and administrative data on the condition
of the social economy sector by KSES,
c) analysing the collected data and publishing them at least once a year in the form of a report
summarising the condition of the social economy sector and progress in Programme
implementation, stating conclusions and recommendations,
d) building an information system within KSES and ROPS to collect, process and disseminate data
using the data collected under OP KED and ROP.
Conducting research on the condition of the social economy sector and assessing the public policy
implemented in this region by:
a) developing and disseminating a research methodology regarding the social economy sector,
including measuring social impact,
b) conducting research ordered by the State Committee for Social Economy Development and the
State Secretariat for Social Economy,
c) conducting statistical survey in compliance with the statistical confidentiality principles,
d) implementing permanent mechanisms of measuring the social impact of social enterprises and
the level of the socio-economic capital in the social economy,
e) preparing and publishing reports in Poland and abroad which summarise the effects of conducted
research and surveys on the development of the social economy; supporting the development of
databases and industry catalogues of the social economy and social enterprises, and similar tools
which provide data on the sector,
f) promoting the social economy and social entrepreneurship among the scientific staff, including
young scientists, by organising competitions for the best research study, scholarships for PhD
students and academic researchers.
The actions described above will be carried out in consideration of the recommendations included in
61
the Communication from the European Commission “Social Business Initiative” . One of the basic
needs is fast and easy access to the existing information on social enterprises which will facilitate the
exchange of experiences to ensure dissemination of best practices. This particularly refers to the need
of funds for tools allowing the assessment of activity impact and use of this impact (e.g. by basing on
the experiences of some European Union Member States, which opened satellite accounts allowing to
gather statistical data on social enterprises). In further perspective, supporting the research on the
nature and socio-economic impact of social entrepreneurship, in particular co-financing of national
projects for the establishment of satellite accounts allowing the inclusion of social enterprises in the
System of National Accounts should be considered.
Deadline for task fulfilment
Indicative sources of financing
Coordination
2014
2015
2016
2017
2018
2019
2020
1.
2.
3.
Within the limit of expenses imposed on the part of the state budget
managed by the minister competent for social security, President of the
Central Statistical Office and Operational Programme Knowledge,
Education and Development for 2014–2020, Objective 9., Investment
Priority 9.8. (1);
Operational Programme Knowledge, Education and Development for
2014–2020, Objective 9., Investment Priority 9.8. (2, 3).
Minister competent for social security.
Expected effects of Priority IV
The effects of Priority IV within the scope of establishing a system of coordination of public policy in relation
to the social economy at the central, regional and local level, supporting the development of self-organisation
of the social economy sector and an efficient monitoring system are conducive to the achievement of
Operational Objective 3 Leadership, whose primary result is the increase in effectiveness of management and
coordination mechanisms in the field of the social economy support policy. They also contribute to the
fulfilment of Objective 1 which should strengthen the bonds between social economy entities and local
communities.
Measure IV.1.
Measure IV.2.
Measure IV.3.
61

establishing the State Committee for Social Economy Development and the
State Secretariat for Social Economy within the Department of Public Benefit
in MPiPS by the end of 2014;;

by the end of the first quarter of 2015, a non-profit entity established by civic
organisations will be selected to take over the tasks related to accreditation
of services, coordinate activities in the scope of innovation and consultancy
for the social economy as the institution implementing the National
Operating Programme for the social economy;

establishing a division for coordination of actions in the field of the social
economy in voivodships in every Regional Centre for Social Economy by the
end of 2014;

implementing regional programmes for social economy in every voivodship;

establishing the Chamber of Social Enterprises by 2015;

annual Polish Social Economy Meetings;

creating the condition in which at least 40% of PES will be in at least one
networking organisation;
Communication from the European Commission Social Business Initiative. Creating a favourable climate for social enterprises, key
stakeholders in the social economy and innovation COM(2011) 682, [SEC(2011) 1278].
61
Measure IV.4.

establishing a uniform social economy research system in consideration of
the assumptions of Strategy of public statistics research development in the
field of the third sector and social capital [Strategia rozwoju badań statystyki
publicznej w zakresie trzeciego sektora i kapitału społecznego] and Directions
of development of Polish public statistics by 2017 [Kierunki rozwoju polskiej
statystyki publicznej do 2017 r.] by 2018;

preparing six reports on the development of the social economy.
Priority V. Education for the social economy.
The social economy is still a new phenomenon in Polish social and economic life; it is relatively poorly rooted in
the social awareness and remains practically unknown to the average citizen, decision-maker or businessman.
Those who have heard of it often have a false image of the social economy and often associate it with a form of
social assistance or social employment. Therefore it is necessary to popularise this concept in the collective
awareness and to build a robust, positive brand of the social economy. At the same time, the development of
the social economy requires many skills, both occupational and social, not only from persons engaged in the
establishment of social enterprises, but also from the general public. Particular importance is attributed to
trust, ability to cooperate with others, actively influencing one’s own environment and entrepreneurship.
These skills should be developed by means of formal and informal education. Within this scope, all experiences
and the entire potential of the Education Group of the Team for Systemic Solutions in the field of Social
Economy should be used.
Measure V.1. The social economy as a concept and cultural identity.
The social economy’s tradition in Poland dates 150 years back and it constitutes a significant part of Polish
cultural and historical heritage. Due to the risk of depleting social capital, which also comprises cultural
identity, the social economy may not develop without taking account of the past. Therefore, it is important to
popularise the tradition and basic principles, such as social solidarity, community, cooperation and
entrepreneurship. As the development of the social economy depends on popularisation of these principles in
the community, the following activities will be supported:
1.
2.
3.
4.
5.
62
In cooperation with self-government organisations, preparing and conducting national, regional and
local informational campaigns of the social economy, which will promote its idea, create a positive
image of the social economy and shape the consumers’ attitude. The above includes competitions for
self-governments acting in favour of the social economy and traditional entrepreneurs engaged in its
development.
Developing and implementing national, regional and local programmes about/for the social economy
in the informal education system delivered by NGOs, local governments, labour market institutions,
cultural institutions or mass media; the programmes are to be addressed to children, young people
and adults, local governments, NGOs and the business sector.
Supporting historic research and publications on Polish tradition of the social economy and supporting
social initiatives recalling these traditions.
Promoting the inclusion of Polish social economy tradition in the current project activities which show
social continuity of civic actions.
Supporting educational activities related to the dissemination of Polish social entrepreneurship
heritage addressed to children and youth.
Deadline for task fulfilment
Indicative sources of financing
Coordination
2014
2015
2016
2017
2018
2019
2020
1.
2.
3.
4.
5.
Within the limit of expenses imposed on the part of the state budget
managed by the minister competent for social security (1, 2, 3, 4, 5);
voivodship government budgets (4);
poviat and commune government budgets (4);
Regional Operational Programmes, Objective9., Priority 9.8. (4, 5 – as a
part of comprehensive educational projects).
Minister competent for social security,
voivodship government.
Measure V.2. Educational activities for local groups.
The current educational activities are largely focused on training courses addressed exclusively to employees of
employment offices or social welfare centres. However, even high efficiency of such training will not assure
action opportunities, if no information is addressed to local politicians (councillors and management board
members). Past experiences show that the best effects are brought about by addressing the educational
activities to local politicians. Local authorities’ understanding of a given issue often leads to including the
desired provisions in social problem solving strategies, economic development strategies, cooperation
programmes and current city, commune or poviat policy implementation in favour of the social economy
development. Considering the above, the following tasks will be supported:
1.
2.
Developing the support system (training sessions, consultancy, animation, etc.) addressed to members
of Poviat and Voivodship Employment Councils, Commune, Poviat and Voivodship Public Benefit
Activity Councils, mayors, presidents of cities and starosts, management of commune auxiliary units
and members of the social policy and economic development committees in communes, poviats and
voivodships.
Developing the support system (training sessions, consultancy, animation, etc.) addressed to
commune, poviat and voivodship governments and youth councils, which will be delivered in
cooperation with self-government organisations.
Deadline for task fulfilment
Indicative sources of financing
Coordination
2014
2015
2016
2017
2018
2019
2020
1.
2.
Operational Programme Knowledge, Education and Development for
2014–2020, Objective11., Investment Priority 11.3. (1 – within the scope
of strategic support in LGUs);
Regional Operating Programmes, Objective9., Investment Priority 9.8. (1,
2).
Minister competent for social security,
voivodship government.
Measure V.3. Education on the school and academic level.
One of the foundations on which the development of the social economy is based in education of children and
youth in the subject of the sector. Educating young people at the stage of occupational pre-orientation to
offers them knowledge, skills and, most importantly, information on the principles of conduct and procedures
of democratic enterprise management is crucial for further development of the youth. It is at the stage of
63
education when most of the social capital foundations are created and these foundations may become a basis
of activity in the social economy sector and broadly defined entrepreneurship. These activities will engage local
governments and Voluntary Labour Corps. Therefore, the core curriculum for general education to supplement
the curriculum of the subject Fundamentals of Entrepreneurship will be supplemented with information on the
social economy and programming of the social economy which can be then used in the implementation of
pupils’ educational projects for Civics classes or Civic Education in Local Authority Schools programme(project
Young Citizen and others) targeted at developing entrepreneurship in young people.
1.
2.
3.
4.
5.
6.
7.
8.
At the beginning, pilot solutions related to education will be implemented as a part of the existing
subjects. Materials for teachers, training sessions for methodology consultants will be prepared and
pilot programmes will be implemented in selected schools.
Revival and development of the concept of pupils’ cooperatives in schools achieved by (among
others):
a) activities promoting the concept of pupils’ cooperatives in schools, including competitions for
cooperative supervisors, teachers and institutions supporting this form of cooperatives; certifying
schools friendly to the social economy and social entrepreneurship,
b) assuring methodological support in relation to establishing and running pupils’ cooperatives on
the basis of the experience gained from the implementation of projects under the Operational
Programme Human Capital and the Operational Programme Civic Initiative Fund,
c) preparing and popularising programmes which improve teachers’ skills in the field of the social
economy and social entrepreneurship; developing solutions which will effectively encourage
teachers and pedagogues, i.e. supervisors of pupils’ cooperatives, to develop these cooperatives;
at school, cooperatives should have the status of “life workshops” (including the recognition of
supervising pupils’ cooperatives as extracurricular activities),
d) developing the support system (training, consultancy, animation, etc.) addressed to teachers at
primary schools, gymnasium schools and upper-secondary schools, methodology consultants,
teacher training centres, experts indicated by the minister competent for education and training
or minister competent for culture and national heritage protection, employees of entities
referred to in Article 2 of the Act on the Education System dated 27 September 1991.
e) including the notion of the social economy and social entrepreneurship into the process of
training teachers of entrepreneurship and civic studies,
f) organising competitions, tournaments and contests.
Supporting the organisation of voluntary work, internships and occupational traineeships in entities
operating in the field of the social economy (integration of people participating in education) –
measures convergent with Measure II.1.
Cooperation of vocational education with the social economy sector by means of mandatory
vocational internships in social enterprises.
Supporting the provision of high-quality services by institutions which support students in starting a
social business (e.g. academic career centres) on the labour market.
Developing the offer of higher education institutions within the scope of fulfilling their mission as a
social activity forum by implementing programmes in cooperation with civic organisations.
Introducing the subject of social entrepreneurship at economic, tourist and social faculties with
particular emphasis on using this subject as an instrument to counteract and combat social exclusion,
and as an instrument conducive to the development of local communities and creation of high added
value in value chains.
Promoting social entrepreneurship and offering substantial and promotion-related support to
academic career centres and academic business incubators, and supporting the commercialisation of
spin-out and spin-off solutions developed at universities.
2014
64
2015
2016
2017
2018
2019
2020
Deadline for task fulfilment
Indicative sources of financing
Coordination
1.
2.
3.
4.
5.
6.
7.
8.
Within the limit of expenses imposed on the part of the state budget
managed by the minister competent for social security (2);
Programme Civic Initiative Fund (2, 3);
voivodship government budgets (2, 3, 4);
Regional Operational Programmes, Objective9., Investment Priority 9.8.
(2, 3, 4);
Operational Programme Knowledge, Education and Development,
Objective 9., Priority 9.8. (1) within the scope of the pilot programme;
Operational Programme Knowledge, Education and Development,
Objective 10., Priority 10.2. (5, 6);
budgets of higher education institutions (7, 8).
Minister competent for social security,
voivodship governments.
Measure V.4. Non-formal education model for children and youth.
Another aspect of educating children and young people in the social economy are informal activities which
should involve NGOs, self-governments of all levels and their subordinate establishments, such as education
and cultural establishments. In this respect, Poland has good practices which should be disseminated across the
62
country . This measure is assigned particular significant as establishment of partnerships between NGOs and
local government is a condition allowing to reach a large number of children and young people. Consequently,
this will translate into the development of social competences, social and civic participation of children and
youth, especially in groups at risk of social exclusion. Within this scope, the following solutions will be
implemented:
1.
62
Introducing a mini-grant system in the form of Regional Youth's Funds which will be available for
young people from formal and informal groups, in accordance with the following principles:
a) formalities must be limited to minimum – simplifying procedures, forms and settlement
methods, allowing online applications and reporting, etc.
b) raising the social awareness of young people and promoting their participation in every stage of
task implementation, e.g. commissions which will grant financial support, composed exclusively
of youth leaders,
c) including local governments into the co-financing of local editions of the Youth’s Fund on the
voivodship, poviat and commune level,
d) ensuring continuity of activities by supporting training and coaching of youth groups at every
stage of mini-projects’ implementation,
e) supporting the dissemination of the best mini-projects’ results – organising competitions to
promote the best local youth initiatives at the local, regional and national level,
The proposed solutions include the Pomeranian model of supporting NGOs which act in favour of children and youth. The model allows
general education of children and youth in the social economy, practically reaching almost every poviat and commune. Thanks to the
support granted by the Pomeranian self-governments, the model had been implemented as early as during the implementation of the
innovation and testing project in Gdańsk and Kwidzyń, in Lęborski Poviat, Wicko and Cewice communes under the innovative project of the
Morena Association.
65
2.
f) special editions of grant competitions of Youth’s Funds for pupils (youth) enterprises organised
for schools and NGOs.
Regional Youth's Funds may play an important role in the development of the social economy,
provided that they cover the youth from almost all communes. It is possible by assuring support in the
form of Youth Centres in most communes.
a) establishing regional, national and commune Youth Centres on the basis of the existing and
newly established youth information centres (e.g. the Eurodesk network), Voluntary Work
Centres, NGOs, educational and cultural establishments, etc. which allow us to reach children and
youth in most communes. Within this scope, the Youth Centres will be supported in:
o implementing the Regional Youth's Fund in the commune/poviat, especially when co-financing is
granted from a given self-government’s budget;
o building and updating a database of extracurricular classes for children and youth from a
commune/poviat to use the current opportunities in the field of informal education;
o providing informational support to youth organisations and informal groups of youth and youth
workers – using the potential and standards of the national youth information system established
by Eurodesk;
o incubation- and premise-related support for small/new non-governmental youth organisations
and informal groups;
o creating and supporting regional youth websites which, besides publishing youth-related
information, will allow systematised dialogue between decision-makers and young people;
promoting citizenship by activating an online voting system for student boards and Youth
Councils, exchanging training materials for youth leaders, etc.
The tasks specified above should be implemented using support in the form of (among others) multi-annual
grants, with particular emphasis on activities organised by partnerships.
2014
Deadline for task fulfilment
2015
2016
2017
2018
2019
2020
1.
2.
Indicative sources of financing
Within the limit of expenses imposed on the part of the state budget
managed by the minister competent for social security (promotion);
Regional Operational Programme, Objective9., Investment Priority 9.8.
(1, 2);
Budgets of local government units (1, 2).
Coordination
Minister competent for social security,
voivodship government.
Expected results of Priority V
The results of Priority V in the field of education are conducive to the achievement of Objective 5 which is
intended to increase the level of skills in the society. These results will also contribute to the achievement of
Objective I within the scope of improving the skills of members of local RDPP and members of local
government committee councils in the social economy. They also allow stimulation of social activity of young
people.
Measure V.1.

Implementing at least 3 projects a year to develop and popularise the
thought of Polish social economy;
Measure V.2.

training 100% of members of Public Benefits Activity Councils and 50% of
66
members of commune, poviat and voivodship social policy committees by
2020;
Measure V.3.
Measure V.4.
67

increasing the level of knowledge about the social economy among 30% of
local RDPP members, LGU councils and LGU management boards;

reviewing the core curriculum for general education to check whether there
are any possibilities of supplementing the core curriculum of Fundamentals of
Entrepreneurship implemented at the 4th educational level with information
about the social economy after 2015;

offering post-graduate studies in the social economy in at least 16 higher
education institutions;

supporting at least 100 new projects of “trial social enterprises” in Academic
Business Incubators or other forms of academic activity within the scope of
social entrepreneurship;

establishing at least 12 Regional Youth’s Funds which will provide support to
groups of young people from 90% of poviats and 75% of communes in their
voivodships.
Chapter IV
Monitoring the implementation of the National
Programme for Social Economy Development63
Monitoring and evaluation are key fields of KPRES implementation which allow us to evaluate the progress in
programme implementation, on-going and strategic flexible management of the planned activities, as well as to
respond to changes on local labour markets and in a more widely defined environment.
The proposed system of monitoring the social economy development is based on the following assumptions:

standardisation of data and tools;

public data presentation;

supplementation and use of the available data;

the possibility of aggregating, disaggregating and comparing data at each level.
The system is vertical, which means that the basic data from OWES, commune and poviat activities are
collected and initially aggregated at the regional level. Then, they undergo final aggregation at the national
level. Other data regarding the development of the social economy are collected at the regional or national
level, and then transferred to the regions or to the State Secretariat for Social Economy. An inter-sectoral and
inter-ministerial team for social economy monitoring will be established in KSES to prepare a database tool
which will allow collection, transfer and publication of data, and to perform a basic analysis at the national,
regional and OWES levels.
In order to collect and analyse data on the social economy, a tool called Social Assistance Resource Evaluation
will be used. The tool collects information via the Central Statistic Application (SAC). This activity requires the
database to be supplemented with a section on the social economy and the introduction of an option allowing
particular OWES to enter data to the database. This solution has been selected due to its digitalisation and
analytical tools, its popularity among social services at the commune and poviat level, and the fact that
Regional Centres for Social Policy are obliged to coordinate data collection. It must be emphasised that data on
social entrepreneurship and social economy supplement annual reports generated in communes and poviats
and increase the level of cooperation between communes and OWES within the scope of data/information
exchange . The following conditions must be met in order to base the social economy monitoring on the Social
Assistance Resource Evaluation:

the quality and complementarity of collected data must be increased;

the tool must be supplemented and equipped in clear definitions;

the training for people responsible for entering data must be intensified;

sanctions for untimely or not diligent entering of data must be introduced.
Every year, the monitoring data will be used to draft a report on the condition of the social economy as a part
of the evaluation at the commune, poviat, OWES, regional and national level. At the national level, KSES will
ensure that the basic tools used by regions are standardised in order to ensure data comparability, enable data
aggregation and disaggregation. KSES will also maintain a repository of sample tools which may be later used
by the regions in their additional research or analyses. It will provide training and consultancy services related
to the monitoring and assessment of the social economy for regions and OWES (these tasks may be entrusted
or contracted to other entities).
63
Prepared on the basis of solutions developed by the Monitoring and Evaluation group acting under SKES by: Michalina Laskowska –
Foundation for Social and Economic Initiatives, Paweł Klimek – Centrum Rozwoju Społeczno-Gospodarczego, coordinator of establishment
of standards for incubator Sector 3, Robert Jurszo – Centrum Rozwoju Społeczno-Gospodarczego, Jarema Piekutowski – OWES evaluator,
Dawid Zieliński – OWES activity evaluator from Śląsk, Antoni Sobolewski – Stowarzyszenie Czas Przestrzeń Tożsamość [Time Space Identity
Association] /Centrum Rozwoju Społeczno-Gospodarczego Przedsiębiorstwo Społeczne Sp. z o.o. (coordinator).
68
In order to implement the monitoring process, it is necessary to designate an inter-institutional team
responsible for monitoring the development of the social economy in Poland and implementing KPRES. The
team should be composed of representatives of public and private entities which collect data on the social
economy, including, in particular, representatives of GUS, MF – tax administration, MS/KRS, the National
Cooperative Council, MG, ZUS, ROPS and the social economy sector (e.g. SKES).
Within six months as of adopting KPRES, the team together will all interested parties will:

draft a detailed description of the monitoring system for the social economy and KPRES, which will
also include a description of tasks assigned to particular institutions;

prepare a final set of indicator which will contain the necessary information (the so-called indicator
sheets), e.g. name of the institution collecting data on a given indicator (and possibly the name of the
study/report on the basis of which the data are being collected). Each sheet will specify the base and
target value.
Appendix no. 1 will be then supplemented with target and result indicators, proposals regarding the GUS’s
survey plan; the tool Social Assistance Resource Evaluation will be supplemented as relevant or a new tool
allowing to generate reports from the commune to the national level will be developed. Such reports must
contain:

clear definitions and messages on the collected data; required levels of control of quality and
complementarity of the collected data (also on the application level);

guidelines and instructions adequate to the recipients’ level of knowledge and promotional materials
which will motivate people to use the collected data;

an appropriate system supporting the collection of data in the form of training and consultancy
services for employees of communes, poviats, ROPS and cooperating institutions;

a proposal of control activities and activities motivating to deliver of good-quality, complementary
data on time;

a proposal regarding a system test which will be performed before the system’s implementation;

a design of the system’s critical path.
In order to improve the data transfer, it is necessary to strengthen the cooperation with the National Court
Register to make better use of the KRS data, including updating the register with information on non profit
companies’ status.
69


Collecting basic data on the social economy in cooperation with OWES in compliance with SAC;
Preparing annual reports on the condition of the social economy which will be included in the
assessment report + recommendations (implementation of the recommendations in year n+1)

Evaluating the process, quality and effectiveness of support provided to social enterprises, social
economy entities and founding groups;
Using standardised tools developed by the Region, KSES;
Making current decisions on the basis of the collected data;
Presenting monitoring results to regional committees;
COMMUNE/
POVIAT








STATE




Annual report on the condition of the social economy which will be included in the regional assessment
report + recommendations (implementation of the recommendations in year n+1);
Standard tools + regular survey + ad hoc surveys;
Report presentation and approval at regional committees;
Making current and strategic decisions;
Annual report on the condition of the social economy + recommendations (implementation of the
recommendations in year n+1);
Using available sources + ad hoc surveys and regular surveys;
Making current and strategic decisions + presentation to the strategic team;
Approval of the report by the team;
Specifying the standards and assumptions of monitoring and evaluation on the national, regional and
OWES level.
National level
At the national level, the entity responsible for monitoring the activities will be the State Secretariat for Social
Economy (on its own or under a commission or task assignment). The task will include coordination of
monitoring and evaluation activities and supplementation of research conducted by MPiPS, GUS and other
entities with the social economy aspect.
The State Secretariat will prepare annual reports on the condition of social entrepreneurship in Poland The
report will have an analytical part devoted to secondary data and qualitative data delivered by regions and
Social Economy Support Centres. The report will be also based on own research and contain a summary of the
implementation of the National Programme for Social Economy Development. It will also list recommended
changes in the functioning of the social entrepreneurship and its environment. A report drafted in the following
year will describe the progress in implementation thereof. Moreover, the report will contain a benchmarking
part on activities undertaken by regions. After the KKRES is adopted, the report will be published on the KSES’
website.
The report will contain:



70
a description of the general situation of social entrepreneurship in Poland;
data on the development of social entrepreneurship in Poland based on the KPRES indicators;
data on the progress of implementation of regional plans for the social economy;





data on the activity of the support infrastructure;
a benchmarking comparison of the activities undertaken by the regions and programme
implementation in Poland;
an evaluation of social economy entities’ and social enterprises’ durability;
recommendations regarding the development of the social economy;
a report on the manner of implementing the recommendations from the previous year;

a report on KKRES activities.
Additionally, it is recommended that KSES conducts its own research on KKRES’s request:




comprehensive mid-term evaluation in the field of KPRES;
every two years, it should conduct a quality evaluation of the selected aspects of social enterprises
and social economy entities’ functioning;
every two years it should conduct a quality and effectiveness evaluation of the support infrastructure
(in cooperation with regions);
every year, it should evaluate the quality of cooperation or prepare a ranking of cooperation between
self-governments and the social economy sector based on a clear indicator (using the current autoevaluation tools of the local government or outside quality research). These can be supplemented by a
study of the social economy image, perception and quality of cooperation on the local level,
application of CSR to support the development of social enterprises, speed of registering social
enterprises or information on formal and administrational barriers which hinder the functioning of
social enterprises, etc.
These tasks may be contracted, fully or partially entrusted to another entity or fulfilled by MPiPS itself. The
above-mentioned activities should include the maintenance of a “wholesale store” of raw data which would be
available to regions to allow their own regional and local analyses. Immediately after adopting KPRES, the
Strategic Group of the Team for Systemic Solutions in the field of Social Economy will organise a meeting with
the main interesting parties in order to specify the method of data collection, frequency of updating the data
and manner of making the data available.
At the national level, GUS, within the scope of its statutory tasks, plays an important role in the process of
collecting and monitoring data on the social economy.
Regional level
On the regional level, the voivodship government acting through ROPS will be responsible for monitoring the
development of the social economy. The voivodship government will be responsible for collecting data at the
regional level, in accordance with standards specified by KSES in the field of monitoring the policy, action plans
(minimum assumptions) as well as monitoring and evaluation of activities undertaken by entities which provide
services for the social economy. Voivodship governments (ROPS) will also be responsible for the quality and
aggregation of data delivered by communes and poviats, and outside evaluation of entities providing services
for the social economy. The evaluation should be fully targeted at effectiveness and quality of the support
process. ROPS will prepare annual reports on the condition of the social economy in their region and these
reports will constitute a part of the Assessment Report. The report should contain:





71
a description of the general situation of the social economy in the region;
data on the development of the social economy in the region based on the indicators set forth in the
regional programme for social economy development and KPRES;
data on the progress in implementation of the regional programme for social economy development;
a benchmarking comparison of the support infrastructure’s activities (in the entire region);
assessment of durability of social economy entities and social enterprises;


recommendations on the development of social economy;
a report on the enforcement of recommendations from the previous year.
It is recommended that the report be supplemented with a database of social enterprises and indicate the
areas of their operation.
The report will be accepted by a committee for monitoring of the implementation of the regional programme
for social economy development. After the committee approves the programme, it will be published on the
voivodship government’s, ROPS’s and KSES’s websites. The voivodship government is also responsible for
monitoring the implementation of projects in its region.
The level of entities providing services for the social economy
Entities providing support services will monitor their activities using standardised tools developed by ROPS and
KSES. Such entities should complement these means of monitoring with auto-evaluation tools. ROPS will
conduct an outside evaluation of these entities’ activities. Each OWES will be obliged to draft a report on the
monitoring activities and publish it on its website. The report should contain:





a description of the situation of the social entrepreneurship in the area in which the service-providing
entity operates;
data on the development of the social entrepreneurship in the area in which the service-providing
entity operates;
data on the progress in the implementation of the project under which the service provider operates;
a description of other actions undertaken by the service providers, including cooperation with social
partners;
results of auto-evaluation.
Commune/Poviat level
LGUs monitor the activities using the „Assessment” tool and the SAC system, on the basis of OPS and PCRR
resources. The data must be collected in cooperation with OWES operating in particular communes and
poviats.
72
Chapter V
Basic objectives of the implementation system
Implementation of the National Programme for Social Economy Development requires a series of legal,
organisational, financial and educational actions to be undertaken by numerous partners within public
administration and civil-public partnership. One of the important elements of this process is coordination of
national and regional activities.
A series of legislative activities intended to prepare the legal environment, and organisational activities
intended to coordinate public policies of the government administration will be implemented at the national
level. These elements will be supported from the budget funds. The programme will be managed by the State
Committee for Social Economy Development which serves as a public discussion forum where the directions of
programme activities are specified. KKRES will be the political coordinator of all works related to the
Programme implementation and it will be composed of representatives of departments responsible for the
implementation of state policies in key areas for the social economy and voivodship representatives (half of the
composition), and representatives of the social economy sector. The Committee will have a budget for expert’s
opinions and reports (within the limit of expenses assigned in the state budget managed by the minister
competent for social security and funds from the European Social Fund under OP KED). KKRES will replace the
current Team for Systemic Solutions in the field of the Social Economy. The Committee will be backed by the
State Secretariat for Social Economy, which be a separate division in the MPiPS department responsible for the
social economy. KSES’s task will be to support the Committee and coordinate all works related to the activities
undertaken by public administration in the field of the social economy. At the same time, the department will
also be a beneficiary of activities related to Objective 9. – Investment Priority 9.8 within the scope of
implementing tasks related to state support co-financed from ESF under the Operational Programme
Knowledge, Education and Development for 2014–2020.
MPiPS (its department responsible for the social economy, i.e. KSES) will be responsible for fulfilling tasks
related to the organisation of accreditation of Social Economy Support Centres, supporting innovative projects,
educational, promotional, consultancy and training actions for voivodships, and research-, monitoring- and
evaluation- related activities.
Operational tasks will be fulfilled by a non-profit company (or a cooperative of legal persons) whose shares are
held by NGOs. The company (or a cooperative of legal persons) will be commissioned to fulfil a given task
pursuant to the Act on Public Benefit Activity and Voluntary Work or pursuant to the Act – Public Procurement
Law within the scope of executive activities for the minister competent for social security.
An important system element will be a “fund of funds” managed by Bank Gospodarstwa Krajowego. This area
of activities should be supported under the national component of the operational programme which supports
activities intended to increase the human and social capital, or under the global grant of this programme
managed as a civil-public partnership.
A large part of public intervention directions should be implemented in voivodships. As experts in the 2009
OECD report indicated: While it is certainly true that a policy framework for the social economy must respond
effectively to regional diversity, it is also true that a common framework that defines the basic parameters of
the social economy and its common policy needs, will assist all regions. The response to regional disparity is to 9
design policies for the social economy that will then be integrated into overall strategies of social and economic
development developed within the regions. The tendency to separate the social economy into narrow, targeted
objectives, severely limits its capacity to adequately respond to those objectives. For the social economy to be
73
effective, it has to be part of an integrated strategy for socio-economic transformation. That means that
64
government, at all levels, has to be engaged as a partner, accompanying social economy actors (…) .
Therefore the most important activities within the proposed public intervention directions will be specified in
Priority I and III, which are a part of the regional development policy. They must be reflected in cash flows
running through Poviat Employment Agencies, Poviat Family Support Centres and Social Welfare Centres.
These activities will be financed from the Labour Fund, State Fund for Rehabilitation of Disabled Persons and
local government units. Additional support for these activities will include ESF and ERDF funds granted under
the Regional Development Programme. The programme will also support the functioning of the Social Economy
Support Centre system accredited on the central level with the participation of the State Secretariat for Social
Economy and the Accreditation Committee. Also, state funds will be used to support loan funds (ESF),
innovative activities (ESF), educational activities (ESF) and regional streams for start-up for young civil
organisations (FIO).
On the voivodship level, the Programme will be managed by Regional Centres for Social Policy in cooperation
with regional social economy organisations.
State Committee for Social
Economy Development
National
Operational
Programme
ESF
Other departments
Non-profit
company /
cooperative
Regional Committees for SE
Voivodship governments/ROPS
64
Poprawa potencjału integracji społecznej na poziomie lokalnym poprzez ekonomię społeczną. Raport na temat Polski, MRR, Warszawa,
December 2009, p. 9.
74
Chapter VI
Financial Scheme for the National Programme for
Social Economy Development
Pursuant to Article 17 sec. 1 item 5 of the Act on Principles of the Development Policy dated 6 December 2006,
the presented National Programme for Social Economy Development must contain a financial scheme and
specify:

sources of financing the programme implementation;

the amount of funds assigned to the financing of programme implementation grouped by priorities;

information on the amount co-financed at the programme and priority levels;

basic objectives of the implementation system.
The Programme implementation will be supported by the following operational programmes and financing
sources:

Civic Initiative Fund Programme for 2014–2020, financed from the state budget;

Operational Programme Knowledge, Education and Development for 2014–2020, financed from the
European Social Fund;

Regional Operating Programmes, financed from the European Social Fund and the European Regional
Development Fund;

Operational Programme Human Capital 2007–2013;

MPiPS’s department programme: „Social Economy 2015–2020”, financed within the limit of expenses
65
imposed on the part of the state budget managed by the minister competent for social security ;

Labour Fund;

State Fund for Rehabilitation of Disabled Persons;

state budget within the limit of expenses imposed on the part of the state budget managed by competent
ministers, without claiming additional funds;

budgets of local government units;

private funds (NGOs and banks).
It will also be possible to obtain financing from other sources, e.g. from the Rural Development Programme,
which will be identified after the Programme is launched.
It is difficult to prepare the financial scheme for the Programme, as the managing authorities in the scope
covered by Regional Operating Programmes will be voivodship governments. Therefore, some expenses, in
particular those related to Regional Operational Programmes are presented as a framework and will be flexibly
adjusted to voivodships’ needs with the exception of some basic elements which serve as an indicator of result
achievement at the national level. Among the regional level expenditures, crucial expenses are listed under
Measure III.1., III.3. and IV.2. These should be treated as a reference point while drafting Regional Operational
Programmes in order to achieve the national objectives. Regardless of the above, the possibility of co-financing
particular tasks provided for in the programme from the EU funds largely depends on the final version of the
65
Expenditures under the department’s programme “Social Economy” are not an additional load to special purpose funds, as they are
explain them in detail in order to achieve the set results; they will be financed as expenses planned in budget acts, without applying for
additional funds. This means that in order to be activated, they must be included in expense limits for a given budget year specified in the
budget act. Possible changes and additional costs for public finance require the consent of the Council of Ministers.
75
Partnership Agreement approved by the European Commission and particular operational programmes,
including the Regional Operational Programme and the National Operational Programme ESF.
Other funds are not presented as obligatory amounts, but rather indicative sources of financing which, to a
smaller or larger extent, should be budgeted. Funds from local government units’ budgets are stated in
amounts which constitute 15% of contribution to the implementation of European projects. LGUs’ expenditure
for ordered tasks have not been increased as the tasks do not require additional expenses – they are just a
different way of spending funds under non-obligatory activities.
The planned expenses are not an additional burden for the special purpose funds, as they are only more
precisely specified expenses and are conducive to the achievement of the set results. They will be financed as
expenses provided for in budget acts, without the necessity to apply for additional funds. Similarly, budget
expenditures will be largely covered by the currently applicable limits, except the necessary costs resulting
from Poland’s participation in development activities in order to meet the ex ante conditions specified by the
European Commission. This means that, in order to be activated, they must be included in the expenditure
limits for a given budget year. All changes and additional costs for the public finance system must be approved
by the Council of Ministers.
Budget for Priority I
Priority I encompasses activities related to the animation of local communities, participatory development and
development of social economy entities which provide non-economic services of general interest.
The expenditure foreseen for Measure I.1., which is intended to support participatory models of surveying
social needs and local planning, amounts to PLN 225 100 thousand, including:
76

PLN 5 000 thousand from the Operational Programme Knowledge, Education and Development for
2014–2020, Objective 11, Priority 9.3. to finance the preparation and implementation of flexible civil
dialogue tools, support projects jointly implemented by LGU and civic organisations within the scope
of using public spaces for active citizenship;

PLN 18 850 thousand from Regional Operational Programmes, Measure 9.7. to support the
development of legal and civic consultancy;

PLN 10 000 thousand from the Operational Programme Human Capital, Priority V, Measure 5.4.2. to
introduce model standards of activity for Commune, Poviat and Voivodship Public Benefit Activity
Council and implement the developed model activity in at least 75% active RDPPs;

PLN 171 000 thousand from the Operational Programme Civic Initiative Fund (Priority III) to support
projects developing civic education and social skills, establishment of partnerships (including civilpublic partnership) and other forms of cooperation conducive to the activation of citizens, and
(Priority II) to create conditions for the development of free legal and civic consultancy (Priority III),
support the activation of citizens within the scope of community-related matters (Priority II), support
the activation of cooperation between local communities and public institutions (Priority II) and to
increase the citizens’ impact on public policies (Priority III);

PLN 3 150 thousand from budgets of local government units as their own contribution to Regional
Operational Programmes;

PLN 17 100 thousand from private funds (funds of civic organisations as a contribution to FIO
projects).
Other measures will be implemented within the current expenditure limit of the minister competent for
social security.
The amount foreseen for the implementation of Measure I.2. is PLN 92 800 thousand:

PLN 4 000 thousand from funds of the MPiPS’s department programme “Social Economy” to train local
animators and leaders, and conduct activities supporting the local initiative;

PLN 73 400 thousand from the Operational Programme Civic Initiative Fund (including micro-grants
and support for long-term voluntary work, Priority I and II);

PLN 2 000 thousand from the Labour Fund to finance long-term voluntary work, provided there are no
formal and legal contraindications;

PLN 6 000 thousand from the Operational Programme Knowledge, Education and Development for
2014–2020, Objective 11., Priority 11.3., to support the development of LGU auxiliary units for social
inclusion and job creation;

PLN 7 400 thousand from private funds (funds of civic organisations as a contribution to projects
under the Civic Initiative Fund Programme).
The amount assigned for Measure I.3. is PLN 36 000 thousand, including:

PLN 30 600 thousand in the Regional Operational Programme, Objective 9., Investment Priority 9.7.
for organising regional educational activities intended to change the manner of conducting public
benefit tasks by including the social economy sector through annual and multi-annual programmes of
cooperation with civic organisations and entities referred to in Article 3, sec. 3;

PLN 5 400 thousand from local government funds as their contribution to RPO.
The expenses related to developmental activities in the field of social services of general interest are provided
for in the financial scheme of the National Programme for Combating Poverty and Social Exclusion 2020.
The programme provides for expenses financed from the ESF under Objective 9, Priority 9.7, for the
development of social services of public benefit provided on the local contract basis with the contribution from
local government units, and expenses financed from the EFS under Objective 9, Priority 9.7 for system
solutions, including the establishment of new standards and implementation the already the developed
standards, and innovative projects in the field of general benefit.
Moreover, it should be noted that the activities covered by Priority I are intended to increase the number of
tasks contracted to local economy entities financed from local government units’ budgets from the amount of
PLN 2 300 000 thousand in 2014 to 3 500 000 thousand in 2020. These funds are not provided for in the
financial scheme, because they are treated as a result of the activities. They are not an additional expense to be
included in LGUs’ budgets – it is just a different assignment of funds within these units’ own tasks.
Table 6. Forecast regarding LGUs’ funds for contracting tasks under a tender procedure in 2014–2020 (in PLN).
year
Expenditure on LGU for tasks commissioned to social economy entities
2014
PLN 2 320 942 264.25
2015
PLN 2 507 411 278.58
2016
PLN 2 703 877 176.61
2017
PLN 2 907 989 097.20
2018
PLN 3 122 627 882.28
2019
PLN 3 345 024 724.03
2020
PLN 3 578 457 392.70
77
Calculations based on MPiPS data.
Measure I.4. is assigned PLN 20 000 thousand in order to support innovative projects intended to support the
development of social economy activities in the crucial fields of development. The support will be provided
under the Operational Programme Knowledge, Education and Development for 2014–2020, Objective 9.,
Priority 9.8., under Priority axis III: Social innovations and transnational cooperation. Other sources of financing
for Measure I.4. are indicative. The preferences as to types of activity and special programmes financed from
the Labour Fund pursuant to the act do not have any direct financial impact on the Fund (they only cause its
expenditure structure to be changed).
Budget for Priority II
Priority II, which considers legal changes, will be financed from the current funds of the minister competent for
social security.
In Measure II.1., KPRES does not refer to the financial results of the Act on Social Enterprises or other
regulations. Costs and profits will be calculated in the Regulation Impact Assessment which is will be prepared
under a different procedure. However, it is foreseen that under the Knowledge, Education and Development
Programme, PLN 300 thousand will be spent on monitoring the provisions of the Act on Social Enterprises from
2016.
In Measure II.2., costs are financed from the budget of the Public Procurement Office, minister competent for
social security, Office of Competition and Consumer Protection as part of the Office’s activities, which does not
require any additional expenditure.
An amount of PLN 16 000 thousand is an additional fund for Measure II.2.. The amount covers:

PLN 8 000 thousand for training the employees of control institutions, ordering institutions and
entities, social entrepreneurs and regional consultants. This amount will be included in the
Operational Programme Knowledge, Education and Development for 2014–2020, Objective 11.,
Investment Priority 11.3. and Objective 9., Investment Priority 9.8. The detailed distribution of this
amount into priorities and measures will be presented after the OP KED provisions are specified in
detail.

PLN 8 000 thousand which should be included in the Regional Operational Programmes for training to
be provided to local government units in regions, including:
o
PLN 6 800 thousand from the European Social Fund;
o
PLN 1 200 thousand from the LGU budgets (15% contribution).
Budget for Priority III
Priority III refers to the financing of the support infrastructure within the scope of:
78

financial support for job creation;

loans and guarantees for the existing enterprises;

services supporting the development of the social economy;

projects intended to create innovative environment for the development of the social economy;

activities supporting networking and development of the social entrepreneurship in the economic
dimension.
Measure III.1. The estimates of the support financed to create jobs in a social enterprise are based on the
assumption that in every poviat (out of 380 poviats), 5 jobs in social enterprises will be created a year using
funds from the national Labour Fund. This amounts to 1900 new jobs a year. By 2020, 13 300 jobs will be
created using funds from the Labour Fund. Moreover, PFRON funds will be used to create, on average, 2 jobs in
a statistical poviat a year, i.e. 760 jobs a year; this means that by 2020, 5320 new jobs will be funded by PFRON.
In cases when poviats create jobs from national funds, an additional ESF funds limit will be granted to create 5
new jobs in rural poviats and 20 jobs in municipal poviats. This amounts to 2890 a year (5 x 314 + 20 x 66). By
2020, 20 230 new jobs will be created. It was assumed that creation of a job in a social enterprise costs on
average PLN 30 thousand, which is covered by co-financing and transitional support.
Therefore, in the period from 2014–2020, it is planned to create the following number of jobs from the
following funds: about 13 300 jobs from the Labour Fund, about 5320 jobs from PFRON and about 20 230 jobs
from ESF, which amounts to a total of about 38 600 jobs. Assuming that the estimated cost of creating a job is
PLN 30 thousand, the expenses from special purpose funds (the Labour Fund and PFRON) will amount to PLN
557 130 thousand within the current and future limits provided for in their financial schemes and PLN 602 700
thousand within Regional Operational Programmes (PLN 512 295 of which is from the European Social Fund
and PLN 90 405 000 thousand from budgets of local government units). This amounts to a total of PLN 1 159
830 thousand in 2014–2020.
Figure 4. Estimated number of created jobs in social enterprises established thanks to the ESF support in
relation to the number of jobs in social enterprises created using all sources (FP, PFRON, EFS) by voivodships.
79
Funds from the EU budget will be utilised at the level of Regional Operational Programmes, Objective 9,
Investment Priority 9.8. and will be transferred to poviats, while funds from the national special purpose funds
will be transferred, as the algorithm indicates, to the poviat government within the poviats’ limits for active
forms of combating unemployment and occupational rehabilitation of disabled people. These proposals are
compliant with the principle of poviat’s liberty to use the funds obtained from the Labour Fund and PFRON.
Moreover, within the scope of Regional Operational Programmes, it is estimated that at least PLN 112 000
thousand will be provided for investment grants (Investment Priority 9.3), PLN 95 200 thousand of which will
come from ERDF and PLN 16 800 thousand from budgets of local government units.
Measure III.2. The amount foreseen for loans and guarantees is PLN 140 100 thousand; the amount has been
estimated in consideration of the gradually increasing number of social enterprises and the following cost
items:
1. Social venture capital – a capital support instrument – as a pilot assigned PLN 5 000 thousand. This
instrument should generate special-purpose private capital in a similar amount, i.e. PLN 5 000 thousand, which
would allow us to support about 150–200 enterprises in 5 years (about. 5–10 entities in the first year of
operation – based on European experiences).
2. Loan capital:


80
Group I – subordinated loans – an average amount of a loan is PLN 45 thousand, scope: PLN 20
thousand – 100 thousand; this is a supplementary form/replacement in relation to the svc. It is
estimated that about 250 enterprises will use such loans. The assumed capital is PLN 16 000
thousand.
Group II – short-term loans (working capital) up to 18 months – average loan: PLN 55 thousand,
scope PLN 10 thousand – 120 thousand. This instrument is indispensible in the first two years of

operation until the entities are “banked”. It is estimated that 2000 (about 400 a year) loans will be
granted in 5 years. Provided capital: PLN 20 000 thousand, assuming that the capital turnover may
last 7 years.
Group III – long-term loans maturing 5–7 years; average loan amount: PLN 65 thousand, scope 30
thousand –300 thousand. The number of loans granted within 5 years: about 800. Provided capital:
PLN 25 000 thousand.
3. The guarantee capital should at least double the access to outside financing. It is assumed that the
guarantee and re-guarantee capital should amount to about PLN 32 000 thousand on the national scale. The
calculations referred to above were based on the assumption that individual guarantees will be granted up to
80% of the liability incurred by PES, while portfolio guarantees – up to 50% of the incurred liability value.
The distribution of funds among particular types of loans, and between loans and guarantees is indicative. It
will be specified in detail after the measure has been launched.
These funds will be included in the Operational Programme Knowledge, Education and Development for 2014–
2020, Objective 9, Investment Priority 9.8. and operated by Bank Gospodarstwa Krajowego.
Measure III.2 also provides for the possibility of implementing an innovative project or projects in the field of
searching for and creating financial instruments, for which PLN 20 000 thousand support has been foreseen.
The support will be provided under the Operational Programme Knowledge, Education and Development for
2014–2020, Objective 9, Priority 9.8, within the Priority Axis III: Social Innovations and Transnational
Cooperation. Similarly, measure III.3 provides for PLN 4 000 thousand for a project supporting the development
of innovations in the field of the social economy.
Measure III.3. Expenditures for infrastructural services in regions will amount to PLN 354 200 thousand in
Regional Operational Programmes, including:

PLN 308 000 thousand from the European Social Fund;

PLN 46 200 thousand from the local government unit’s funds (15% contribution).
The amounts stated above will be used to finance the cost of service provision of 44 to 47 Social Economy
Support Centres in voivodships, in accordance with the offers specified by voivodship governments which
ensure that all citizens and social economy entities in a given region can use the support services.
Moreover, expenses amounting to PLN 4 000 thousand for innovative projects within the scope of systemic
activities supporting innovative activities are foreseen under OP KED.
Measure III.4. The support for the development of the social economy and partnerships will amount to PLN 19
820 thousand.
Activities in the field of extensive education in inter-sectoral cooperation and establishment of local
partnerships, supporting the implementation and popularisation of quality marks and other programmes which
promote responsible consumer behaviour and supporting social franchise based on local cooperative relations
with the participation of social entrepreneurs will be financed from the Operational Programme Knowledge,
Education and Development for 2014–2020 (Investment Priority 9.8.) in the amount of PLN 1 000 thousand.
The financing for activities supporting the establishment of cooperative relations, including the support for
transferring innovations among higher education institutions, the science sector, traditional enterprises and
social enterprises will be delivered under the Regional Operational Programmes (Investment Priority 3.2) and
amount to PLN 2 720 thousand from the European Regional Development Fund and PLN 480 thousand from
local government units.
81
The financing for activities in the field of educating social economy managers will be delivered under the
Operational Programme Knowledge, Education and Development, Objective 8, Investment Priority 8.9 and
amount to PLN 15 620 thousand. This will allow to educate 2 240 students at postgraduate studies (on average,
20 students per voivodship a year).
Budget for Priority IV
Priority IV encompasses expenses related to:

national coordination of activities in the field of the social economy;

regional coordination;

supporting the networking of social economy entities;

monitoring the development of the social economy.
Measure IV.1. Expenditures for the coordination of activities undertaken by regions for the social economy and
entrepreneurship. This group encompasses expenses related to the functioning of the National Programme for
Social Economy Development (management, evaluation, research), consultancy support for regions (ROPS and
OWES) and accreditation costs. These expenditures will amount to PLN 26 000 thousand, including:

PLN 23 000 thousand from the Operational Programme Knowledge, Education and Development for
2014–2020, Objective 9., Investment Priority 9.8., including PLN 8 000 thousand for all issues related
to the management, accreditation and evaluation of activities, and PLN 15 000 thousand for
consultancy and skill support for regions;

PLN 3 000 thousand within the limit of expenses imposed on the part of the state budget managed by
the minister competent for social security, under the MPiPS department programme “Social
Economy”.
Measure IV.2. regards regional expenses managing public policies on the voivodship level, networking
activities, promotion of cooperation with local government units. The Programme assigns PLN 121 900
thousand for this purpose, including:

PLN 106 000 thousand in Regional Operational Programmes, Objective 9., Investment Priority 9.8.;

PLN 15 900 thousand from voivodship budgets (15% contribution).
Measure IV.3. The amount of PLN 64 000 thousand is assigned to activities networking the social economy
sector which are intended to support self-organisation and federalisation of the sector, consulting activities and
promotion of activities, supporting the establishment and functioning of information exchange platforms
intended to strengthen the network relations inside the sector, including websites and press, supporting
bottom-up systems of quality marks and certification intended to improve the quality of services and products
delivered by the social economy entities and social enterprises, including:

PLN 32 000 thousand in Regional Operational Programmes, Objective 9., Investment Priority 9.8.;

PLN 30 000 thousand from the Civic Initiative Fund Programme for 2014–2020 under Priority IV;

PLN 1 000 thousand from private funds (10% from PLN 10 million – organisations’ contribution to
projects implemented under FIO);

PLN 1 000 thousand within the limit of expenses imposed on the part of the state budget managed by
the minister competent for social security, under the MPiPS department programme “Social
Economy”.
Measure IV.4. covers the monitoring of the social economy and requires about PLN 17 900 thousand,
including:
82

PLN 3 500 thousand at the national level under Operational Programme Knowledge, Education and
Development for 2014–2020, Objective 9., Investment Priority 9.8.;

PLN 12 240 thousand from the European Social Fund in Regional Operational Programmes, Objective
9, Investment Priority 9.8;

PLN 2 160 thousand from local government units’ funds (15% contribution).
Budget for Priority V
Priority V of the Programme encompasses education-related expenditures:
The expected expenditure under Measure V.1., the subject of which is the social economy as an element of
cultural identity, amounts to PLN 9 050 thousand, including:

PLN 7 000 thousand In Regional Operational Programmes, Objective 9., Investment Priority 9.8.;

PLN 1 000 thousand within the limit of expenses imposed on the part of the state budget managed by
the minister competent for social security, under the MPiPS department programme “Social
Economy”;

PLN 1 050 thousand from LGU funds (15% contribution).
The expected expenditure under Measure V.2., covering educational support for local groups, amounts to PLN
31 900 thousand, including:

PLN 3 000 thousand in Operational Programme Knowledge, Education and Development, Objective
11., Investment Priority 11.3.;

PLN 27 000 thousand in Regional Operational Programmes, Objective 9., Investment Priority 9.8.;

PLN 1 900 thousand from local government units’ funds.
The expected expenditure under Measure V.3., which regards the issue of school and university-level
education, is PLN 170 600 thousand, including:

PLN 100 000 thousand from the European Social Fund within RPO;

PLN 30 000 thousand from the Civic Initiative Fund (Priority II) in relation to pupils’ cooperatives and
educational activities; ;

PLN 2 000 thousand within the limit of expenses imposed on the part of the state budget managed by
the minister competent for social security under the MPiPS department programme „Social Economy”
in relation to activities in favour of pupils’ cooperatives and methodical support for teachers within
the scope of social economy issues;

PLN 600 thousand from the Operational Programme Knowledge, Education and Development for the
educational pilot programme to be implemented in 2015;

PLN 20 000 thousand from the Operational Programme Knowledge, Education and Development
(Objective 10.) for supporting the provision of high quality services by institutions (e.g. academic
business incubators) which support students in their attempts to commence an activity on the labour
market (including 100 new initiatives) and development of the offer of higher education institutions
within the scope of fulfilling their mission as a social activity forum by, for example, programmes
implemented in cooperation with NGOs;

PLN 15 000 thousand from local government units as a contribution to RPO;

PLN 3 000 thousand from private funds as a contribution of civic organisations to FIO.
Measure V.4. relates to the informal model of education of children and young people; it’s financing will
amount to PLN 115 000 thousand, including:
83

PLN 100 000 thousand from the European Social Fund in Regional Operational Programmes, Objective
9, Investment Priority 9.8.;

PLN 15 000 thousand from local government units as a contribution to RPO.
It must be emphasised that the financial scheme for Priority V is a framework scheme and allows to select
appropriate activities and specify their allocation under Regional Operational Programmes. All the stated
expenses are indicative, i.e. particular amounts under RPO may be utilised as required by particular
voivodships, provided that the national results are maintained.
84
KPRES financial scheme
Amounts in PLN
Amount
from 2014
Amount
from 2015
Amount
from 2016
Amount
from 2017
2014–2020
(in PLN)
Amount
from 2018
Amount
from 2019
Amount
from 2020
Priority I
43 414 284
55 914 283
62 914 283
58 914 283
50 914 283
50 914 283
50 914 301
373 900 000
Measure I.1.
31 871 428
36 371 428
31 371 428
31 371 428
31 371 428
31 371 428
31 371 432
225 100 000
LGU budget
–
525 000
525 000
525 000
525 000
525 000
525 000
3 150 000
24 428 571
24 428 571
24 428 571
24 428 571
24 428 571
24 428 571
24 428 574
171 000 000
–
–
–
–
–
–
–
–
Private (national) funds
2 442 857
2 442 857
2 442 857
2 442 857
2 442 857
2 442 857
2 442 858
17 100 000
EU funds
5 000 000
8 975 000
3 975 000
3 975 000
3 975 000
3 975 000
3 975 000
33 850 000
Measure I.2.
11 542 856
13 542 855
13 542 855
13 542 855
13 542 855
13 542 855
13 542 869
92 800 000
LGU budget
–
–
–
–
–
–
–
–
10 485 714
11 152 380
11 152 380
11 152 380
11 152 380
11 152 380
11 152 386
77 400 000
–
333 333
333 333
333 333
333 333
333 333
333 335
2 000 000
1 057 142
1 057 142
1 057 142
1 057 142
1 057 142
1 057 142
1 057 148
7 400 000
EU funds
–
1 000 000
1 000 000
1 000 000
1 000 000
1 000 000
1 000 000
6 000 000
Measure I.3.
–
6 000 000
6 000 000
6 000 000
6 000 000
6 000 000
6 000 000
36 000 000
LGU budget
–
900 000
900 000
900 000
900 000
900 000
900 000
5 400 000
State budget
–
–
–
–
–
–
–
–
Special purpose funds
–
–
–
–
–
–
–
–
Private (national) funds
–
–
–
–
–
–
–
–
EU funds
–
5 100 000
5 100 000
5 100 000
5 100 000
5 100 000
5 100 000
30 600 000
State budget
Special purpose funds
State budget
Special purpose funds
Private (national) funds
85
Measure I.4.
–
–
12 000 000
8 000 000
–
–
–
20 000 000
LGU budget
–
–
–
–
–
–
–
–
State budget
–
–
–
–
–
–
–
–
Special purpose funds
–
–
–
–
–
–
–
–
Private (national) funds
–
–
–
–
–
–
–
–
EU funds
–
–
12 000 000
8 000 000
–
–
–
20 000 000
Priority II
1 142 857
2 476 190
2 536 190
2 536 190
2 536 190
2 536 190
2 536 193
16 300 000
Measure II.1.
–
–
60 000
60 000
60 000
60 000
60 000
300 000
LGU budget
–
–
–
–
–
–
–
State budget
–
–
–
–
–
–
–
Special purpose funds
–
–
–
–
–
–
–
Private (national) funds
–
–
–
–
–
–
–
EU funds
–
–
60 000
60 000
60 000
60 000
60 000
300 000
1 142 857
2 476 190
2 476 190
2 476 190
2 476 190
2 476 190
2 476 193
16 000 000
LGU budget
–
200 000
200 000
200 000
200 000
200 000
200 000
1 200 000
State budget
–
–
–
–
–
–
–
–
Special purpose funds
–
–
–
–
–
–
–
–
1 142 857
2 276 190
2 276 190
2 276 190
2 276 190
2 276 190
2 276 193
14 800 000
Priority III
245 518 571
287 225 237
282 225 237
250 945 237
241 345 237
241 345 237
241 345 244
1 789 950 000
Measure III.1.
165 690 000
184 356 666
184 356 666
184 356 666
184 356 666
184 356 666
184 356 670
1 271 830 000
12 915 000
15 715 000
15 715 000
15 715 000
15 715 000
15 715 000
15 715 000
107 205 000
–
–
–
–
–
–
–
–
79 590 000
79 590 000
79 590 000
79 590 000
79 590 000
79 590 000
79 590 000
557 130 000
Measure II.2.
EU funds
LGU budget
State budget
Special purpose funds
86
Private (national) funds
–
–
–
–
–
–
–
–
EU funds
73 185 000
89 051 666
89 051 666
89 051 666
89 051 666
89 051 666
89 051 670
607 495 000
Measure III.2.
26 397 143
47 437 143
42 437 143
13 157 143
3 557 143
3 557 143
3 557 142
140 100 000
LGU budget
–
–
–
–
–
–
–
–
State budget
–
–
–
–
–
–
–
–
Special purpose funds
–
–
–
–
–
–
–
–
7 440 000
4 880 000
4 880 000
–
–
–
–
17 200 000
EU funds
18 957 143
42 557 143
37 557 143
13 157 143
3 557 143
3 557 143
3 557 142
122 900 000
Measure III.3.
50 600 000
52 600 000
52 600 000
50 600 000
50 600 000
50 600 000
50 600 000
358 200 000
6 600 000
6 600 000
6 600 000
6 600 000
6 600 000
6 600 000
6 600 000
46 200 000
State budget
–
–
–
–
–
–
–
Special purpose funds
–
–
–
–
–
–
–
Private (national) funds
–
–
–
–
–
–
–
44 000 000
46 000 000
46 000 000
44 000 000
44 000 000
44 000 000
44 000 000
312 000 000
2 831 428
2 831 428
2 831 428
2 831 428
2 831 428
2 831 428
2 831 432
19 820 000
68 571
68 571
68 571
68 571
68 571
68 571
68 574
480 000
State budget
–
–
–
–
–
–
–
–
Special purpose funds
–
–
–
–
–
–
–
–
Private (national) funds
–
–
–
–
–
–
–
–
EU funds
2 762 857
2 762 857
2 762 857
2 762 857
2 762 857
2 762 857
2 762 858
19 340 000
Priority IV
30 200 142
33 266 808
33 266 808
33 266 808
33 266 808
33 267 808
33 264 818
229 800 000
3 285 714
3 785 714
3 785 714
3 785 714
3 785 714
3 786 714
3 784 716
26 000 000
–
–
–
–
–
–
–
Private (national) funds
LGU budget
EU funds
Measure III.4.
LGU budget
Measure IV.1.
LGU budget
87
State budget
–
500 000
500 000
500 000
500 000
500 000
500 000
3 000 000
Special purpose funds
–
–
–
–
–
–
–
–
Private (national) funds
–
–
–
–
–
–
–
–
3 285 714
3 285 714
3 285 714
3 285 714
3 285 714
3 286 714
3 284 716
23 000 000
17 414 286
17 414 286
17 414 286
17 414 286
17 414 286
17 414 286
17 414 284
121 900 000
2 271 429
2 271 429
2 271 429
2 271 429
2 271 429
2 271 429
2 271 426
15 900 000
State budget
–
–
–
–
–
–
–
–
Special purpose funds
–
–
–
–
–
–
–
–
Private (national) funds
–
–
–
–
–
–
–
–
15 142 857
15 142 857
15 142 857
15 142 857
15 142 857
15 142 857
15 142 858
106 000 000
9 000 142
9 166 808
9 166 808
9 166 808
9 166 808
9 166 808
9 165 818
64 000 000
–
–
–
–
–
–
–
-
4 285 714
4 452 380
4 452 380
4 452 380
4 452 380
4 452 380
4 452 386
31 000 000
–
–
–
–
–
–
–
–
143 000
143 000
143 000
143 000
143 000
143 000
142 000
1 000 000
4 571 428
4 571 428
4 571 428
4 571 428
4 571 428
4 571 428
4 571 432
32 000 000
500 000
2 900 000
2 900 000
2 900 000
2 900 000
2 900 000
2 900 000
17 900 000
LGU budget
–
360 000
360 000
360 000
360 000
360 000
360 000
2 160 000
State budget
–
–
–
–
–
–
–
–
Special purpose funds
–
–
–
–
–
–
–
–
Private (national) funds
–
–
–
–
–
–
–
–
EU funds
500 000
2 540 000
2 540 000
2 540 000
2 540 000
2 540 000
2 540 000
15 740 000
Priority V
12 214 285
52 389 282
52 389 282
52 389 282
52 389 282
52 389 282
52 389 305
326 550 000
EU funds
Measure IV.2.
LGU budget
EU funds
Measure IV.3.
LGU budget
State budget
Special purpose funds
Private (national) funds
EU funds
Measure IV.4.
88
Measure V.1.
–
1 508 332
1 508 332
1 508 332
1 508 332
1 508 332
1 508 340
9 050 000
LGU budget
–
175 000
175 000
175 000
175 000
175 000
175 000
1 050 000
State budget
–
166 666
166 666
166 666
166 666
166 666
166 670
1 000 000
Special purpose funds
–
–
–
–
–
–
–
–
Private (national) funds
–
–
–
–
–
–
–
–
EU funds
–
1 166 666
1 166 666
1 166 666
1 166 666
1 166 666
1 166 670
7 000 000
4 557 143
4 557 143
4 557 143
4 557 143
4 557 143
4 557 143
4 557 142
31 900 000
414 286
414 286
414 286
414 286
414 286
414 286
414 284
2 900 000
State budget
–
–
–
–
–
–
–
–
Special purpose funds
–
–
–
–
–
–
–
–
Private (national) funds
–
–
–
–
–
–
–
–
EU funds
4 142 857
4 142 857
4 142 857
4 142 857
4 142 857
4 142 857
4 142 858
29 000 000
Measure V.3.
7 657 142
27 157 141
27 157 141
27 157 141
27 157 141
27 157 141
27 157 153
170 600 000
–
2 500 000
2 500 000
2 500 000
2 500 000
2 500 000
2 500 000
15 000 000
4 285 714
4 619 047
4 619 047
4 619 047
4 619 047
4 619 047
4 619 051
32 000 000
–
–
–
–
–
–
–
–
428 571
428 571
428 571
428 571
428 571
428 571
428 574
3 000 000
2 942 857
19 609 523
19 609 523
19 609 523
19 609 523
19 609 523
19 609 528
120 600 000
Measure V.4.
–
19 166 666
19 166 666
19 166 666
19 166 666
19 166 666
19 166 670
115 000 000
LGU budget
–
2 500 000
2 500 000
2 500 000
2 500 000
2 500 000
2 500 000
15 000 000
State budget
–
–
–
–
–
–
–
–
Special purpose funds
–
–
–
–
–
–
–
–
Private (national) funds
–
–
–
–
–
–
–
–
Measure V.2.
LGU budget
LGU budget
State budget
Special purpose funds
Private (national) funds
EU funds
89
EU funds
Final amount
–
16 666 666
16 666 666
16 666 666
16 666 666
16 666 666
16 666 670
100 000 000
332 490 139
431 271 800
433 331 800
398 051 800
380 451 800
380 452 800
380 449 861
2 736 500 000
KPRES financing by sources (in thousands of PLN)
Amounts (in PLN)
Amount
from 2014
Amount
from 2015
Amount
from 2016
Amount
from 2017
Amount
from 2018
Amount
from 2019
Amount
from 2020
Total
LGU budget
22 269 286
32 229 286
32 229 286
32 229 286
32 229 286
32 229 286
32 229 284
215 645 000
State budget
43 485 713
45 319 044
45 319 044
45 319 044
45 319 044
45 319 044
45 319 067
315 400 000
Special purpose funds
79 590 000
79 923 333
79 923 333
79 923 333
79 923 333
79 923 333
79 923 335
559 130 000
Private (national) funds
11 511 570
8 951 570
8 951 570
4 071 570
4 071 570
4 071 570
4 070 580
45 700 000
EU funds
175 633 570
264 848 567
266 908 567
236 508 567
218 908 567
218 909 567
218 907 595
1 600 625 000
Total
332 490 139
431 271 800
433 331 800
398 051 800
380 451 800
380 452 800
380 449 861
2 736 500 000
90
EU funds
Private(national) funds
special purpose funds
state budget
LGU budget
Amount for 2014
Amount for 2015
Amount for 2016
Amount for 2017
Amount for 2018
Amount for 2019
Amount for 2020
Appendix no. 1
Result indicators on the measure level
Priority I. Social economy in socially responsible territory
Measure
91
Indicator
Data source
Result
Target value
Number of developed tools which deliver
comparative data allowing to create social
policy programmes at the commune and
poviat level.
Number of LGUs using tools which deliver
comparative data allowing to create social
policy programmes at the commune and
poviat level.
KSES report
Development of a tool which delivers
comparative data allowing the
creation of social policy programmes
at the commune and poviat level by
2015.
1
Resource assessment
By 2016, 60% of LGUs use tools
which will deliver comparative data
allowing the creation of social policy
programmes at the commune and
poviat level.
60%
Implementing the new social policy
programming system in all
communes and poviats, together
with the public consultation system,
by 2016.
100% of communes
Measure I.1.
Percentage of communes which
implemented the new social policy
programming system.
Measure I.2.
92
Resource assessment
Percentage of poviats which implemented
the new social policy programming system.
Resource assessment
Percentage of RDPPs established in
communes and poviats.
MPiPS report/resource assessment
Number of active civic organisations.
MPiPS report/Resource
assessment/SOF
Percentage of LGUs which completed at
least one local initiative procedure.
MPiPS report/Resource assessment
Percentage of LGU which introduced the
possibility of implementing local initiatives.
MPiPS report/Resource assessment
Implementing the new social policy
programming system in all
communes and poviats, together will
the public consultation system, by
2016.
Establishing RDPPs in 50% of
communes and 30% of poviats by
2020.
Increasing the number of active civic
organisations by 20 thousand in
comparison to 2011
Introducing social initiative
implementation procedures in 90%
of LGUs.
Introducing social initiative
implementation procedures in 90%
of LGUs.
100% of poviats
50% of communes and 30% of
poviats
100 thousand
80% of LGUs using local initiative
80% of LGUs allowing the use local
initiative
Number of local initiatives implemented by
LGUs.
Percentage of communes which have
specified the mode and criteria of
assessment of public task fulfilment under
local initiatives.
MPiPS report/Resource assessment
MPiPS report/Resource assessment
Number of people participating in long-term
voluntary work.
Average time required to register particular
types of entities.
KRS
Percentage of LGUs which are settling at
least 1 public task on the basis of the results.
Resource assessment/MPiPS report
The amount for public tasks delivered by
LGUs under tender procedures to social
economy entities.
MPiPS report/Resource assessment
Percentage of tasks commissioned to PES
MPiPS report/Resource assessment
Number of people employed in PES who are
not social enterprises.
MPiPS report/Resource assessment
Number of new jobs created in PS
Measure I.4.
Report for the Chamber of Social
Enterprises
Percentage of PUPs and PCPRs which used at
93
Report for the Chamber of Social
Enterprises
Report for the Chamber of Social
Enterprises
Report for the Chamber of Social
Enterprises
Monitoring
Increasing the number of local
initiatives to at least 1000 a year.
Specified mode and detailed criteria
of assessment of public task
fulfilment under local initiatives in
100% of communes.
Number of people participating in
long-term voluntary work in civic
organisations by 2020.
The maximum time required to
register an organisation from the
moment of submitting complete
documents until receiving the entry:
7 days.
Introducing the result-based
settlement of tasks in 30% on LGUs.
Increasing the number of public tasks
contracted under a tender procedure
by local government units to social
economy units to PLN 3.5 billion
from the local government units’
budgets.
Increasing the number of public tasks
entrusted to social economy units to
15% of tasks contracted under a
tender procedure.
Increasing the employment in social
economy entities which are not
enterprises by 40 thousand people in
comparison to 2010.
Creating 10 thousand jobs in PES for
people aged 50+.
Creating 10 thousand jobs in PES for
young people.
Creating 20 thousand jobs related to
the provision of family and care
policy services.
5 thousand green jobs will be
created.
The subject of the social economy is
1000 local initiatives a year
100%
310
7 days
30% of LGUs
3.5 billion a year
15% of tasks
40 thousand + state as of 2010
10 thousand
10 thousand
20 thousand
5 thousand
100%
least one instrument from the social
economy area.
included in the activities of all
employment agencies and social
welfare centres.
Priority II. Regulatory activities in the field of the social economy.
Measure
Measure II.1.
Measure II.2.
Indicator
Number of acts regulating the status
of a social enterprise.
Number of reports on cooperative
law, social cooperative law,
employment of disabled people and
social enterprises.
Number of RIO the employees of
which were trained in socially
responsible public procurement.
Number of social enterprises the
employees of which were trained in
socially responsible public
procurement.
Number of trainers/advisors prepared
in the field of socially responsible
public procurement.
Percentage of local government units
in which the employees responsible
for contract award procedures are
trained.
Journal of Laws
Result
The act regulating the status of a
social enterprise adopted in 2014.
Report on KSES activity
An annual report on law monitoring
prepared by KSES.
Activity monitoring
Training the employees of 16
Regional Accounting Chamber
responsible for inspections in local
government units by 2020.
Activity monitoring
Training of employees of 1000 social
enterprises in socially responsible
public procurement.
Activity monitoring
Activity monitoring
Percentage of social public
procurement in relation to the general
volume of public procurement
UZP data
The percentage of LGUs using socially
responsible public procurement with
particular emphasis on proemployment instruments.
Resource assessment/DPP data
MPiPS/UZP data
Priority III. Social Economy Support System.
94
Data source
Training 100 trainers/advisors in
socially responsible public
procurement.
Training the employees of local
government units who are
responsible for contract award
procedures.
Achieving the 15% level of “social”
public procurement on the national
level, measured in accordance with
the methodology of the Public
Procurement Office by 2020.
Using social clauses in public
procurement and/or reserved
contracts by at least 15% of local
government units in 2020.
Target value
1
7
16
1000
100
30%
15%
15%
Measure
Indicator
Data source
Number of jobs created in social enterprises
thanks to the granted co-financing
Report for the Chamber of Social
Enterprises
OWES activity report
Number of jobs created in social enterprises
thanks to the granted co-financing which
were maintained for longer than a year.
Report for the Chamber of Social
Enterprises
OWES activity report
Number of intermediaries for regional loan
funds.
BGK/ROPS/RPO
Value of granted loans
Fund activity report
Number of granted loans
Fund activity report
Percentage non-performing loans
Fund activity report
Number of repaid loans
Fund activity report
Value of repaid loans
Fund activity report
Number of developed concepts of systemic
programmes under RPO.
RPO/ROPS
Result
38.6 thousand new jobs in
social enterprises created
thanks to the co-financing.
Target value
38 600
Measure III.1.
Measure III.2.
Measure III.3.
95
About. 35 thousand
permanent jobs created in
social enterprises thanks to the
co-financing.
Selecting 16 intermediaries for
loan funds and guarantee
funds covering all voivodships.
Supporting 1500 social
enterprises and social
economy entities with loans by
2020.
Supporting 1500 social
enterprises and social
economy entities with loans by
2020.
Supporting 1500 social
enterprises and social
economy entities with loans.
Supporting 1500 social
enterprises and social
economy entities with loans.
Supporting 1500 social
enterprises and social
economy entities with shortterm loans
A concept of a network of
social economy services
financed from the Regional
35 000
16
The indicator will be specified in 2015 after
the financial instrument pilot programme is
completed.
3000
10%
The indicator will be specified in 2015 after
the financial instrument pilot programme is
completed.
The indicator will be specified in 2015 after
the financial instrument pilot programme is
completed.
16
Measure
Indicator
Number of networks covering an entire
region.
RPO/ROPS
Number of accredited OWESs
Accreditation system operator/ROPS
Number of partnerships in which an OWES is
engaged.
OWES activity report
Number of projects generated in partnerships
animated by OWESs.
OWES activity report
Number of new PESes entities established as
a result of OWES activities.
OWES activity report
Number of NGO functioning for longer than a
year which started an economic activity as a
result of OWES activities.
Number of PS established as a result of OWES
activities.
Number of jobs created as a result of OWES
activities.
Percentage of PESs established as a result of
OWES activities., which operate for more than
24 months.
96
Data source
OWES activity report
OWES activity report
OWES activity report
OWES activity report
Number of PESs in which the Development
Programme is implemented.
OWES activity report
Number of PESs in which the Restructuring
Programme is implemented
OWES activity report
Result
operational Programmes
developed in every voivodship
by 2014.
Establishing a network of social
economy support services,
accredited by the Ministry of
Labour and Social Economy, in
every voivodship by 2015.
Certified OWESs operate in
every region; the number of
such OWESs is compliant with
the provisions of regional
plans.
Each OWES is engaged in at
least one poviat partnership.
Each partnership generates at
least one project on the poviat
level.
At least two PESes w in each
poviat in which an OWES
operates
At least one economised NGO
in each poviat in which an
OWES operates.
At least two PS in each poviat
in which an OWES operates.
OWES activity will generate a
total of 35 thousand jobs.
At least 70% of PESes from
among enterprises operating
for longer than 24 months.
In each poviat, at least 4 PESs
development programmes are
implemented a year.
In each poviat at least 1 PES
restructuring programme a
Target value
16
44
380
380
760
380
760
35 000
70%
1516
380 a year
Measure
Indicator
Data source
Result
Target value
year is implemented.
Measure III.4.
Percentage of clusters whose members
include at least 1 social enterprise.
ROPS
Number of clusters dedicated to social
economy entities.
KSES/ROPS
Number of franchise systems
KSES/franchise operators
Number of entities associated in franchise
systems.
Number of strategies with instruments for
PES/PS development.
Percentage of consultants trained in the social
economy.
Percentage of PES which cooperate with
higher education institutions.
Percentage of PES operating in partnership
networks.
Percentage of LAG who have at least 1 PES as
a member.
Number of people who completed postgraduate studies in the social economy.
Percentage of PS participating in foreign fairs
and missions.
Number of fair-like events dedicated to PS in
Poland.
97
KSES/franchise operators
RPO/ROPS
MRiRW
Report for the Chamber of Social
Enterprises
Resource assessment
LGD/ROPS
Report by study managers
PS activity report
ROPS/OWES
10% of the current clusters has
at least 1 social enterprise
among its members.
Establishing 3 clusters with a
leading PS/PESs.
At least 4 operating franchise
systems associating 60 entities.
At least 4 operating franchise
systems associating 60 entities.
CLLD and ITI strategies have
PES development instruments.
100% of ODR and TZD
consultants trained in the
social economy.
10% of PS cooperates with
higher education institutions.
60% of PES operates in
partnership networks.
50% of LAGs have at least 1
PES as a member.
At least 320 people a year will
complete post-graduate
studies.
At least 10% PS participates in
foreign fairs and missions.
In each region there is a fairlike event dedicated to PS.
10%
3
4
60
The indicator will be specified in 2015.
100%
10%
60%
50%
320 people a year
10%
16 a year
Priority IV. Including the social economy into mainstrem policies on the national and regional level.
Measure
Measure IV.1.
Indicator
Data source
Result
Number of operating KKESs
DPP MPIPS
Establishing the State Committee for
Social Economy Development by 2014.
1
Number of operating KSES
DPP activity report
Establishing the State Secretariat for
Social Economy by 2014.
1
KSES activity report
Civic organisations establishing a nonprofit entity by 2014; this entity would
take over the tasks related to service
accreditation, coordination of
activities in the area of innovation and
social economy consultancy activities
as an institution implementing the
State Operational Programme in the
field of the social economy.
1
Number of operating not for profit
entities established by MPiPS.
98
Target value
Measure
Measures IV.2, IV.3.
Indicator
Data source
Result
Number of implemented regional
social economy programmes.
ROPS
Implementing regional programmes
for social economy in every
voivodship.
Number of operating Chambers of
Social Enterprises
Number of entities which are
members of the Chamber
Data of the Chamber of Social
Enterprises
Data of the Chamber of Social
Enterprises
Number of quality mark systems and
certifications
KSES
Number of obtained quality marks
Quality mark operators
Percentage of PES associated in at
least one networking organisation
PS report/Resource assessment
Number of OSESs
KSES
Number of OSES participants
KSES
Number of Regional Social Policy
Centres which have a coordination
division in the field of the social
economy in the voivodship.
Number of reports
MPiPS
Number of regional reports on the
condition of the social economy
sector.
ROPS
Establishing the Chamber of Social
Enterprises by 2015.
Number of Chamber members in
2020: 760 social enterprises.
Polish quality mark systems and
certifications will be operational by
2020.
By 2020, at least 224 quality marks
will be assigned (at least 2 per region a
year)
At least 40% of PES belongs to at least
one networking organisation.
Polish Social Economy Meetings are
organised every year.
Polish Social Economy Meetings are
organised every year.
Establishing a coordination division to
coordinate activities in the field of the
social economy in the voivodship in 16
Regional Social Policy Centres by 2014.
Preparation of annual reports on the
development of the social economy.
Preparing six annual reports on the
development of the social economy.
Target value
16
1
760
3
224
40%
7
400 a year
16
6
16 x 6
Priority V. Education for the social economy.
Measure
Measures V.1.,
99
Indicator
Number of research projects
Data source
NCN
Result
Development of the Polish social
Target value
2 research projects a year
Measure
V.2.,
V.3.,
V.4.
Indicator
implemented in the field of the social
economy by people at the beginning
of their academic career who have
not been awarded the PhD title
(Preludium Programme).
Number of research projects
implemented in the field of the social
economy by people with a minimum
of a PhD (Maestro, Sonata Bis,
Harmonia Programmes)
Number of projects implemented in
the field of the social economy by
NCBIR
Percentage of trained RPP members.
Percentage of trained members of
the committee of social policy in
communes, poviats and voivodships
Number of editions of post-graduate
studies in the field of the social
economy.
Number of post graduate students
studying the social economy.
Number of supported projects in the
field of establishing trial social
enterprises
Number of supported youths’ groups
100
Data source
Result
economy thought on the basis of
scientific resources of Polish higher
education institutions.
Target value
NCN
Development of the Polish social
economy thought on the basis of
scientific resources of Polish higher
education institutions.
2 research projects a year
NCBR
Development of the Polish social
economy thought on the basis of
scientific resources of Polish higher
education institutions.
1 research project a year
100% members
Activity monitoring
Activity monitoring
Higher education institutions
Higher education institutions
Higher education institutions
Based on funds’ reports
Training 100% of public benefit council
members and 50% of social policy
committees in communes, poviats and
voivodships in the scope of activities
conducive to the development of the
social policy by 2020.
Introducing post-graduate studies in the
social economy in at least 16 higher
education institutions in 2-year cycles.
Supporting at least 100 new projects of
trial social enterprises in Academic
Business Incubators.
Establishing at least 12 Regional Youth
Funds which will provide support to
youths’ groups from 50% of poviats and
30% of communes in Poland.
50% members
16 x 3 editions
16 x 3 x 40 (1920)
100 projects
12
08/46rch
101
102