The EU Investment Plan: Investing in Social Care & Support

27 November 2017

▪ Mission: To contribute to the full social inclusion of people with

disabilities, mainly through employment and universal accessibility.

▪ Board of Trustees: ONCE, Public Administration and Disability Movement

(National Umbrella Organizations)

▪ Annual Budget - € 80 million:

▪ Sources:

▪ ONCE (Lottery sales) - 72%

▪ European Social Fund (Intermediate Body since 2000) - 20%

▪ Other sources - 8%

▪ 2 priorities:

▪ Training and Employment (70%) - We have created 107,371 jobs

over the last 20 years.

▪ Universal Accessibility, Design for All and Independent Living

(30%)

▪ Grantmaking (in 2016 € 58 million awarded - 1,591 projects)

ONCE Foundation at a glance

Evolution of grants – before and after the crisis

ONCE Foundation Contribution to Disability

Sector’s Investment Projects

0

1

2

3

4

5

6

7

8

9

10

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

Mill

ion

€

EMPLOYMENT CENTRES

DAY CARE, RESIDENTIAL,OCCUPATIONAL CENTRES

TRANSPORT

URBAN ACCESSIBILITY

Evolution of grants – before and after the crisis

Total investment

65.25

44.07

34.69

30.80 29.61

14.48

11.5713.33

10.15

20.79 20.23 19.59

22.91

0

10

20

30

40

50

60

70

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

Mill

ion

€

EMPLOYMENT CENTRES

DAY CARE, RESIDENTIAL,OCCUPATIONALCENTRES

TRANSPORT

URBAN ACCESSIBILITY

TOTAL

Evolution of grant – before and after the crisis

Beneficiaries

5518

2762

1897

1526 15231657

763934

677

2297 2237

2470

3034

0

1000

2000

3000

4000

5000

6000

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

EMPLOYMENT CENTRES

DAY CARE, RESIDENTIAL,OCCUPATIONAL CENTRES

TRANSPORT

TOTAL

Factors causing a dramatic decrease

of investment projects

▪ Disappearance, because of the crisis, of “Savings banks” (Credit

institutions with a social goal).

Out of the 45 in existence at the start of the crisis in 2007, only two survived in their

initial form; the rest were either taken over by other banks or by the government or

forced to merge. This meant an important decrease of the funds allocated to social

projects (€ 2,058 million in 2008 vs. € 625 million in 2015).

▪ Public budget cuts during the crisis – austerity measures.

▪ Change in management model of 0.7% of Personal Income Tax allocated

to social purposes – € 30 million, from national to regional management

▪ Delays in payments from public sector to non-profit social service

providers, putting them and the services they provided in risk.

▪ Banks decreased (or eliminated) financing facilities - difficulty in

accessing credits.

▪ Postponement of policy developments and implementation

(Implementation of the law “Promotion of the Autonomy and Care for

Persons in a Dependent Situation” was delayed; so postponed the

construction of residential care facilities by local authorities).

▪ Increased waiting lists (day-care, occupational centres…)

▪ Increased waiting times for the provision of long-term care benefits.

▪ Increase in referrals to specialized schools vs. inclusive education.

▪ Delay in accessibility of public buildings, services and transport

▪ Disappearance of disability organizations providing services

Impact of austerity plans in Spain

▪ Ensuring sustainability of existing services over generation of new

resources/innovation.

▪ Essential role of the Disability Social Sector in Spain as primary actor

in the provision of services and resources (vs. public sector).

✓ Own resources (families)

✓ ONCE Foundation Grant Program

Disability Social Sector in Spain

▪ Expertise of the ONCE Foundation:

✓ Evaluation, justification, audit, verification

of social impact - Own evaluation model

(Grant program for 30 years)

✓ Management of ESF Operational Programs

Robust management model

ensuring social impact.

Reliable and

trustworthy partner

✓ Potential partner for institutions managing investment funds / facilitator

for social sector (intermediation, support, assistance)

SMEs

▪ Increasing competitiveness of the sector of

social inclusive companies employing

people with disabilities.

[ - project under consideration]

✓ Social Initiative SECs considered social

economy companies by the Spanish

Confederation of Social Economy Enterprises.

✓ Study “Present and Future of Special

Employment Centres” (2013): Proved that for

each euro invested on SECs by public

administrations, they pay back 1.42 euros.

EIB/EFSI – Some ProposalsEIB Priority Sectors

Infrastructure

Research

and

Innovation

▪ Research and Innovation: Disability sector historically promoting and

leading innovation in some fields (response to sector needs).

❖EXAMPLE: ONCE Foundation partner in projects

funded by the EU Commission

▪ Centres: Day care, occupational, training/education…

▪ Digital Transformation of social entities: Improving efficiency in

resource management (allocation of funds to quality services)

▪ Inclusive Education:

✓ Supporting the implementation of the UNCRPD (long-term

transformational effect).

✓ Combining resources:

EFSI (Infrastructure) + ESF (Training)??

Youth

Employment:

Skills and

Jobs

▪ Training in digital careers (future jobs)

▪ Entrepreneurship - Innovation

EIB/EFSI – Some Proposals

Social Sector

Education

▪ Providing them with clear information on funding opportunities

(Roadmap).

▪ Improving the competence and capacity of social entities with regards

to funding search, project development and tendering (Assistance Service)

in order to improve the quality and viability of projects.

▪ Developing joint projects (disability organizations)

▪ Support, intermediation, assistance agent/facilitator (ONCE Foundation)

▪ Inspiring initiatives: Ethical Banking (Triodos Bank)

What the Social Sector needs to take advantage of

Investment Opportunities

Thank you!

Sabina Lobato

slobato@fundaciononce.es