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Page 1: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

Workshop 4: Using the EU Structural Funds to support Independent Living

Ines BulicEuropean Network on Independent LivingStrasbourg Freedom Drive, 9 Sept 2013

Page 2: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

What are the Structural Funds?• Financial tools to implement the EU’s regional policy• Convergence objective, Regional Competitiveness and

Employment Objective and European Territorial Cooperation• Aim to reduce regional disparities within the EU• All regions are eligible for funding, but the poorer ones

receive the most support• Relevant funds – European Social Fund, European Regional

Development Fund, European Agricultural and Rural Development Fund

• Current programming period 2007 – 2013, next period 2014 – 2020

• 2007 – 2013 – 347bn EUR – 201bn ERDF and 76bn ESF

Page 3: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept
Page 4: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

Using EU Structural Funds to support Independent LivingMS can use the European Social Fund (ESF) to support:• Development of services, including early

intervention, family support, foster care, personal assistance, rehabilitation, community-based residential support, independent living schemes and supported employment

• Management of the change process• Development of a qualified workforce, including

retraining institutional care staff

Page 5: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

MS can use the European Regional Development Fund (ERDF) to support:• Targeted investments in mainstream health and

social infrastructure, education, housing and specialised services where necessary

ERDF should not be used:• For building, renovation or modernisation of long-

stay residential institutions

Page 6: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

Regulatory framework 2007 - 2013• General Regulation

Article 16 – non-discrimination

• Fund specific RegulationsESF to support actions “reinforcing the social inclusion of

disadvantaged people with a view to their sustainable integration in employment and combating all forms of discrimination in the labour market”.

ERDF to support “investments in health and social infrastructure which contribute to regional and local development and increasing the quality of life”.

Page 7: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

This is not reflected in how Structural Funds are used• In Romania, 29 MEUR SF used to renovate 39 existing

institutions (2007 – 2013)• In Slovakia, more than 185 MEUR SF invested in

renovating or constructing 130 institutions with 50+ residents (2008 – 2010)

• In Bulgaria, plans to build 149 “small group homes” for 12 – 14 children each

• In Hungary, SF can be used to build institutions for up to 50 people

Page 8: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

Lessons learned• Lack of clear direction on developing alternatives to

institutional care• Residential institutions reconstructed, expanded and

built• Restrictive interpretations of the rules for Structural

Funds• Barriers to the development of community services• Lack of transparency• Poor monitoring and evaluation• Barriers faced by smaller to mid-size NGOs when

applying for SF

Page 9: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

What next? Programming period 2014-2020• European Commission’s proposals for

Common Provisions Regulation and fund specific Regulations

• Currently negotiated by the European Commission, the European Council and the European Parliament – the so-called trialogue

• To be negotiated by the end of 2013

Page 10: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

Clearer objectives• Supporting structural change in the health

and social care systems• Combining investments into infrastructure

with workforce development and improving mainstream services

• Supporting sustainable reforms• Promoting social innovation• Simplified rules

Page 11: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

New regulatory framework 2014-2020

Page 12: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

Common Provisions Regulation• Objective on promoting social inclusion and combating

poverty• Need to comply with EU and national law (i.e. UN

Convention on the Rights of Persons with Disabilities)• Prevention of discrimination

Ex ante conditionalities•Thematic – strategy for a shift from residential to community-based care•General – mechanism to ensure effective implementation of UN CRPD

Page 13: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

Fund specific regulations

• “Promoting social inclusion and combating poverty” an investment priority

• Explicit reference to transition from institutional to community-based care

• Principles of equal opportunities and non-discrimination

Page 14: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

Opportunities for civil society involvement

Partnership contracts

ESF and ERDF Operational Programmes

Questions and indicators for the selection of projects to be funded by SF

Monitoring

Evaluations

Page 15: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

Toolkit on the use of EU FundsMain principles

and the legal context

Programming stage

Implementation Monitoring and evaluation

• What we mean by DI

• Human rights argument for DI

• Potential of EU funds

• Current regulations 2007-2013

• Draft regulations 2014-2020

• Checklist for Partnership contracts

• Indicative list of actions for ESF and ERDF

• Output and result indicators for ESF and ERDF

• Operational Programmes checklists

• Checklist for the selection of projects

• Checklist for monitoring

• Lessons learned 2007-2013

• Checklist for evaluations

Page 16: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

Practical exerciseOperational Programmes ERDF and ESF “Employment, Education and Social Inclusion” of a EU country for the period 2014-2020

• Identification of needs• List of actions• Indicators

Page 17: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

Questions

• What infrastructure is needed in your country/region to support Independent Living?

• What support services are needed in your country/region to facilitate Independent Living?

• What list of actions would you propose to be included in the Operational Programmes?

• Which indicators can be used to measure if the Structural Funds are supporting Independent Living?

Page 18: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

Useful publications

• Toolkit on the Use of European Union Funds for the Transition from Institutional to Community-based Care, November 2012

• Getting a Life: Living Independently and Being Included in the Community (legal analysis of SF potential to contribute to achievement of Article 19 of the UN CRPD), May 2012

• The European Union and the Right to Community Living: SF and the EU Obligations under the UN CRPD, May 2012

Page 19: Workshop 4: Using the EU Structural Funds to support Independent Living Ines Bulic European Network on Independent Living Strasbourg Freedom Drive, 9 Sept

Contact details

Ines [email protected]

Thank you!


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