Labour market analysis in the commerce sector: which are the key challenges and factors of change? 1. Motivation of the project Few industries have experienced greater change in their employment over the last few decades than retail and wholesale, where highly varied forms of employment are becoming common practice. A wide range of factors are driving this process, from changes in economic circumstances and consumer preferences, globalization, to advanced technological innovations and the new forms of competition they have enabled, including an explosive growth in electronic commerce. In many countries, wages in retail commerce are below the average for the economy as a whole and the sector experiences a high labour turnover. As part of their bi-annual work programme 2014-2015, EuroCommerce and UNI Europa, the social partners of the commerce sector have a point entitled “Employment strategy and the commerce sector”. In this context, they intend to discuss their contribution to the implementation of the Employment Package, including new initiatives related to active labour market policies, youth employment, apprenticeships, entrepreneurship, mobility, new forms of employment and transitions in the labour market. They intended to analyse those issues also in the face of new and emerging business models in the sector. In addition, the sub-groups on working environment set up in the framework of the High Level Group for Competitiveness of the retail sector in its report identified the need for more specific data gathering on the impact of changing environment on commerce labour market. A recommendation of the consensus points which emerged from the Global dialogue held in Geneva the last 22-23 April and entitled : “The impact of employment relationships on competitiveness and decent work in retail commerce” also suggests the social partners to pay particular attention to research and comparative analysis, map good practices and share knowledge on: the drivers of change; the employment-creation potential; the diversification of employment relationships; SMEs and large retailers; e-commerce and digitalisation; and the impact on decent work of non-standard forms of employment in retail commerce.1 During the last social dialogue meeting which took place in May, social partners also exchanged views on how to follow-up such consensus points at EU level and such a project seemed to go into the right direction. 1 http://www.ilo.org/sector/Resources/publications/WCMS_363968/lang--en/index.htm 1 Although the labour market of the EU commerce sector has always been characterised by a variety of employment relationships and work arrangements, since the past decade the sector has gone through major changes which had a profound impact on the labour market. Both European social partners agreed that one of the main challenges for social partners in the commerce sector at EU level is to gain a better understanding of the current core trends regarding employment and work arrangements across Europe, and in particular in the light of the huge economic and technological changes the sector is currently experiencing. EuroCommerce and UNI Europa representatives are strongly interested in gathering, disseminating and communicate sectoral employment data to raise awareness on the role of the sector as the one of the biggest private employers. Actually, they are of the opinion that a better understanding of the core employment trends at the European level will help EU social partners to agree on a common agenda regarding sustainable employment and growth for the EU commerce sector. Employers consider that sustainable employment and growth are dependent upon, inter alia, the sector having a skilled workforce, the necessary funding and finance to ensure the sector is able to provide a valued and quality service, and competitive resources and labour costs in relation to trading partners. For the sector to be able to achieve the EU 2020 Vision, according to employers, social partners need to better understand the factors affecting the sector including employment, the labour market, industrial relations, and technological change. Even if it is true that some reports on industrial relations, working conditions, skills and other related issue already exist (Eurofound report and factsheets, employment chapter of the Oxirm economic study, ILO report…), a sector-specific initiative led by the recognized EU social partners on this issue would contribute significantly in making progress on issues on which social partners have not yet found a consensus based approach. As regards UNI Europa and their national trade union members, they notice a continuous increase in new forms work arrangements. At the same time, digitalisation and fast development of e-commerce has led to the emergence of new type jobs and working patterns. Unions observe that new forms of work arrangements often fall in a grey zone and outside the perimeter of traditional industrial relations systems. In addition, unions point to the risk of the creation of a skills divide by limiting atypical workers' access to training and development activities, thus endangering both professional standards and employability. According to the unions, the impacts of these developments on the long-term economic and social sustainability of the sector and the quality of jobs were so far not systematically analysed and assessed. The European Commerce social partners agreed to carry out jointly a European project under the call for proposals VP/2015/001. The aim of this project is to carry out a study describing in a comprehensive, fact-based and objective manner the status quo of the commerce (and its 2 above mentioned sub-sectors) labour market across several EU countries and of the changing forms of employment and work arrangements in the sector. This analysis will be a substantial contribution to inform future discussions of the members of the SSDC on future added-value actions of social partners at EU level to meet the challenges of the labour markets in the EU commerce sector. The study will support the SSDC in developing strategies and future actions for an economically and socially sustainable growth and quality jobs in the EU commerce sector, in line with the Europe 2020 Strategy (in this respect, see the joint contribution of the commerce.social partners http://www.eurocommerce.eu/media/106639/common%20%20contribution%20EU2020.pdf ) The main activities of a joint EU project will therefore include the carrying out of a study describing and analysing the EU commerce Labour Market and the changing forms of employment and work arrangements. A final project seminar will allow EuroCommerce and UNI Europa Commerce members s to present the outcome of this study and discuss about possible future actions based on the main results of the analysis. 2. Objectives of project and link to budget heading The project pursues several objectives: - Collecting and analysing data on the labour market in the retail, wholesale/international trade and e-commerce sectors to give an overview across the EU and look in detail at 10 EU countries, including changing forms of employment and work arrangements. - Providing members of the Sectoral Social Dialogue Committee with an in-depth insight into the features, characteristics and challenges of the labour market in commerce across Europe and changing forms of employment and work arrangements. - Developing further European social dialogue on the issue of challenges of the labour market at sectoral level and on new forms of employment and work arrangements. - Addressing the challenges of the commerce labour market and quality jobs in the sector in the wider context of the overall EU employment and social policy challenges as laid down in the Europe 2020 strategy. The project objectives are in line with the primary aim of the call: the project is promoting social dialogue at sectoral level and developing European social dialogue in its different dimensions, in particular as regards information exchange and joint research. The project takes a transnational approach of compiling and analysing essential data about the commerce labour market and work arrangements in ten EU countries. This will allow for increased transparency as regards the specific legal conditions of the different types of employment and work arrangements in the commerce sector in different EU countries.and sub-sectors 3 The project also relates directly to the objective of the call regarding the adaptation of social dialogue to changes in employment and work, such as addressing modernisation of the labour market, quality of work, anticipation, preparation and management of change and restructuring, health and safety at work and decent work. It is also linked to another important point of the work programme of social partners on anticipation of change. As mentioned, the commerce sector is undergoing major changes across all EU countries, with an increasing occurrence of changing forms of work arrangements. This has major direct impact on the quality of work, , health and safety at work and decent work. The recovery from the crisis is also an important dimension that will be addressed, as the crisis had a major impact on the labour market in the various commerce subsectors, despite of a certain resilience compared to other economic ones. 3. Finally, commerce is a key player in the EU’s Digital Agenda, a flagship initiative in the Europe 2020 strategy. Ensuring job quality and quality services feeds directly into the European Commission’s work under the Digital Agenda. Implementation of the project 3.1. Preparation The project will be led by a Project Steering Committee. It will prepare, all main activities. The Project Steering Committee will be composed of the EU social partners, 3representatives from the social partners of the EU Commerce Social Dialogue Committee and the external expert once selected. The Project Steering Committee will meet three times during the project period. It will select the researcher following a public tender procedure and who will be in charge of carrying out the study. It will also define the final scope and methodology for the study and review the quality of the final study. The Project Steering Committee will also prepare the Final Project Seminar where the results of the study will be presented and social partners in the commerce sector will debate about possible future actions to address the challenges of the commerce abour market. Finally, the Project Steering Committee will also be responsible for evaluating the project activities and the results on an on-going basis. At the start of the project the EU social partners will launch a public tender to select the researcher in charge of carrying out the study. This will be done in accordance with the rules laid down in the financial guidelines and the grant agreement The social partners in consultation with their relevant members will evaluate the proposals put forward by the different candidates, and finally award the contract in writing to the bid offering the best price-quality ratio. 4 The first steering committee will define the final methodology for the study, including the exact scope of the study, the exact topics covered by the data collection, the methodology for data analysis and cross-country analysis, the contact persons of national employers and trade unions who will be interviewed in face-to-face interviews by the researcher. 3.2. The study The study will be carried out by a researcher, following a public tender procedure. The project partners consider that it is essential that the study is carried out by an “independent” researcher, as data needs to be collected and analysed in an as much objective and neutral way as possible. In addition, analysing the labour markets in the commerce sector demands a thorough knowledge of labour market and industrial relations in the sector, as well as a sound legal, economic and social policy background and in-depth experience and methodological knowhow of compiling and analysing relevant data related to labour markets from across Europe. The project applicants consider that this task needs to be carried out by an independent researcher, ideally from a research unit of a university who has the experience to carry out labour market analysis. The study will enclose and analyses data and information on the following issues: (1) Structure and major trends in the EU commerce sector - Analysis of major types of organisations employing/ contracting work arrangements. - Analysis of major trends over the past 5 years regarding main technological, economic changes as well as re-structuring in the sector and possible future perspectives affecting employment and work arrangements. (2) Labour market analysis and changing forms of employment and work arrangements - Mapping and description of the main types of employment and work arrangements in the commerce sector in different EU countries. This includes full consideration of key related aspects, such as social security benefits, working conditions and taxation. - Figures and statistics for the different types of employment and work arrangement, including how they have changed since 2008. Figures should ideally be broken down according to age, gender, different professional categories, sub sectors (wholesale/international trade, retail, e-commerce) as well as combined forms of employment and work arrangements. - Analysis of the major trends of professional mobility between different professions in the commerce sector and between types of employment/ work arrangements in the light of the structural and technological changes. 5 (3) Industrial relations - Description of how the terms and conditions of the different types of employment and work arrangements are agreed upon and the role played in this respect by social partners. The study will provide an EU overview and then cover ten EU countries. The following countries have been pre-Italy, Greece, France, Germany, Sweden, Finland, United Kingdom, Poland, Spain and Turkey The finally selected countries will represent a fair balance between the different sub-regions and sub-sectors in Europe and also include a candidate country where commerce plays a relevant role in the economy The researcher will collect data mainly through two different sources: desk research and face-to face (and phone) interviews with representatives of employers’ and union federations. The desk research will consist of compiling and analysing data in previously published reports and studies relating to the labour market in the commerce sector in the targeted countries and to changing forms of employment and work arrangements. The face-to-face interviews will be carried out in the ten selected EU countries. The Project Steering Committee will provide the researcher with the names and contact details of the national employers’ and union representatives who can be approached for face-to-face interviews. These interviews will allow to complete and widen the data collection. Interviews with other relevant stakeholders in the countries will be added were appropriate. The data collection will last in total 8 months, starting at month 5 (April 2016) of the project and finishing in month 12 (November 2016). A first draft version of the study will be presented during a workshop where representatives from trade unions and employers’ organisation from the 10 countries selected for the study will participate (November 2016). The group will provide detailed feedback on the quality of the study to the researcher. The study will then be revised and submitted to the Steering Committee during month 15 (February 2016) of the project. The Steering Committee will meet at the end of the workshop to start the preparation for the final conference. The Steering Committee will meet for the second time and approve the revised draft version to be presented during the project final conference (month 16, March 2016). 6 The study will be published in English and an executive summary will be drafted and translated in FR, DE, ES, IT, PL and GR. 3.3. The Final Project Seminar The Project Steering Committee will meet during month 12 to start preparing the Final Project conference, which will be held during month 17. The final conference will be lasting 1 day and focus on the presentation of the main outcomes of the study to the national affiliates of the employers’ and trade union federation in the commerce sector (balanced participation of the sub-sectors especially on employer’s side). The seminar will provide the opportunity to present in more detail the situation in several countries where particular interesting developments have taken place in the labour market and changing forms of employment and work arrangements. The seminar will also foresee space for unions and employers’ organisations to discuss possible future actions to meet the challenges of the labour market and changing forms of employment and work arrangements. Smaller working groups will be set up and a final plenary session to exchange about ideas for future joint actions between social partners. The wider context of the economic and social challenges of the 2020 Strategy will be taken into account during the different sessions of the seminar. The seminar’s agenda will follow the following rough structure: Morning session: - Presentation of the main outcomes of the study - Keynote speech on the Europe 2020 strategy and the challenges of the labour market in wholesale, retail and e-commerce - Detailed presentation of the situation regarding the labour market and changing forms of employment and work arrangements in several EU countries - Discussion with seminar participants Afternoon session: - Working groups on future joint actions to meet the challenges of the labour market and of changing forms of employment and work arrangements. - Final plenary session, drawing main conclusions . The final project seminar will be organised in Brussels, which will also provide an opportunity to engage with stakeholders at European level, including the European Institutions. The seminar will bring together some 40 to 50 participants and there will be five working languages: FR, EN, DE, IT, ES, 7 The study will be finalised following the seminar and discussion in the SSDC. 3.4. Outcomes and Follow-up The results of the study and of the final project seminar will be discussed during the next SSDC meeting who will decide about follow-up actions to address the challenges of the labour market in the commerce sector and changing forms of employment and work arrangements. The study will be widely disseminated to all national affiliates of European social partners of the AV SSDC and other stakeholders in the commerce sector. Each of the project applicants and the associate organisation will make the study available and through their main communication channels (meetings, newsletters, social media, etc.) 4. Dissemination plans The final project seminar will be an important moment to disseminate the results of the study and will engage social partners in the EU commerce sector to exchange directly about the main challenges in the commerce labour market and changing forms of employment and work arrangements. The study will be widely disseminated to all national affiliates of European social partners of the commerce SSDC and other stakeholders in the commerce sector. Social partners and their affiliate organisations will make the study available on their websites and through their main communication channels (meetings, newsletters, social media, etc.). The study will be available in electronic versionin English. The executive summary will be available in six languages, in FR, DE, IT, ES, GR, PL 8 5. Timetable of activities The project will be carried out in a period over 19 months, with three distinct phases: a preparatory phase, an implementation phase, and a follow-up phase. (1) Preparatory phase: months 1- 5 Month Action Month 1-3 SP launch call for proposal for researcher (December 2014February 2016) Month 4 Social partners select project researcher in (March consultation with the steering committee 2016) Month 5 1nd Steering Committee meeting to define (April 2016) with selected contractor the final scope of the research methodology and final structure of the study. Outcome Social partners analyse different proposal received Project researcher selected Final research methodology defined. Final structure of the study defined. (2) Implementation phase: months 5-17 Month Action Outcome Months 5-12 (April – November 2016) Month 12 (November 2016) Data and information collected for 10 EU countries on labour market analysis and changing forms of employment and work arrangements. 20 people to be informed about preliminary findings of data collection & interviews. Months 10 -13 (September - December 2016) Researcher collects data through desk research covering 10 EU countries and faceto-face interviews with union and employers’ representatives from 10 countries. Intermediate workshop (November 2016): Researcher presents preliminary findings of data collection & interviews. Project Steering Committee meeting decides on agenda and participants of project seminar. Researcher to prepare draft version of the study. Agenda and invitations prepared for Final Project Seminar. Draft of study prepared. 9 Month 13 (December 2016) Researcher submits first draft version of study to Steering Committee for comments. Steering Committee to give final feedback to researcher for finalisation of study. First draft of study presented to Steering Committee. Feedback provided to researcher. Month 15 (February 2017) Revised draft version of study submitted to Steering Committee. Revised draft version submitted. Month 16 (March 2017) 2nd meeting of Steering Committee to approve the revised draft version of the study (to be presented at the project seminar) and finish preparation of project seminar. Revised approved version of the study translated into FR. Executive summaries translated into DE, IT, ES, PL Project seminar organised in Brussels: Study presented and discussed. Discussion about follow-up actions. Revised draft version of the study approved by project partners. Preparation of project seminar finalised. Revised and approved version of study available in EN and FR. Executive summaries available in DE, IT, ES, PL. Project seminar held. Study presented to commerce SSDC members and wider public. Proposals for future joint actions discussed. Month 17 (April 2017) (3) Follow-up phase: month 17-18 Month Action Outcome Months 17 (April 2017) SSDC discusses outcomes of the final study and the project seminar and decides about follow-up actions Decision taken about follow-up actions. Month 18 (May-June 2017) Study to be finalised following input received during project seminar and Commerce SSDC meeting. Executive summaries adapted and finalised. Final study disseminated amongst member organisations of co-applicants, the EU Commerce sector, and the wider public. Project reporting Final study available Month 18 (May – 2017) Final study disseminated widely. 10 6. Expected results and outputs - - - A final study describing and analysing the labour market in the commercel sector in 10 EU countries as well as the changing forms of employment and work arrangements. The study will be approximately 150 pages long (incl. annexes), written in English and translated into French. An executive summary of the study available in English, French, German, Italian, Spanish and Polish. A project seminar where the outcomes of the study will be presented to national affiliates of the social partners of the Commerce SSDC and where they will discuss future actions to meet the challenges of the labour market in the commerce sector and changing forms of employment and work arrangements. Dedicated follow-up discussion at the Commerce SSDC level to consider appropriate possible future joint actions to address the changes and challenges in the commerce labour market. 11