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RE-InVEST Report Summary

Project ID: 649447
Funded under: H2020-EU.3.6.

Periodic Reporting for period 2 - RE-InVEST (Rebuilding an Inclusive, Value-based Europe of Solidarity and Trust through Social Investments)

Reporting period: 2016-03-01 to 2017-08-31

Summary of the context and overall objectives of the project

The ambition of Re-InVEST is to contribute to strengthening the philosophical as well as the institutional and empirical underpinnings of the EU's Social Investment strategy, based on a human rights and capabilities framework. We actively involve European citizens severely affected by the crisis in the co-construction of knowledge and the design of a more powerful and effective social investment agenda.

Work performed from the beginning of the project to the end of the period covered by the report and main results achieved so far

WP1 – General management
Consortium meetings:
o Preparatory meeting: Brussels, 27-29/1/2015.
o Kick-off meeting: Brussels, 16-18/3/2015.
o MS1 Methodological workshop: Maynooth, 7-9/9/2015.
o MS4 Speed-up meeting: Lisbon, 4-6/2/2016.
o MS6 Speed-up meeting: Liverpool, 12-15 September 2016
o MS10 Mid-term conference: Torino, 30/1-1/2/2017
o MS11 Speed-up meeting: Lisbon, 11-12 September 2017
All meetings were combined with general assemblies and management board meetings.
Additional meetings of the Management Board: 12/5/2016, 14/6/2016, 13/9/2016, 19/12/2016, 23/6/2017, and 28/8/2017
Meetings with the Commission:
o EC EURO3 Conference organised by DG Research and REA: Brussels, 19-20/11/2015.
o Horizon 2020 Coordinators' Day: Brussels, 24/02/2016.
o Bilateral (informal) meetings with the PO from DG R&I (G. Papanagnou) 16/9/2016, and with the PO of REA (P. Martin) 10/10/2016 and 24/1/2017.

WP2: Methodological support
• D2.1 Toolkit for participative methods (definitions, references, tailored methodological notes for different WPs (preliminary - for internal use only)
• D2.2 Working paper on suitable (combinations of) transnational datasets, statistical modelling for multilevel analyses in WP3-5-6
• Research visit of SOFI researcher René Lehwess to HIVA‐KU Leuven for training on multilevel models and methodological framework for WP5 (16-20 November 2015).

WP3: Analysis of the social damage of the crisis
o D5 set of 13 national case studies
o D7 Economic crisis, vulnerability and institutional trust
o D8 European synthesis report.

WP4: Theoretical foundations of social investment: human rights and capability approach
o D9: Normative Framework for Welfare Reform Based on the Capability and Human Rights Approaches (4 reports)
o D10: Assessing the Social Investment Package against the normative framework of capabilities and human rights (3 reports)

WP5: Building blocks for a rights- and capability-based social investment model (I): labour market policies and social protection
o D12: Social protection and labour market policies for vulnerable groups from a social investment perspective: seven national case studies

WP6: Building blocks for a rights- and capability based social investment model (II): social minimum standards in service markets
No deliverables due until now - 8 national interim reports available

WP7: Building blocks for a rights - and capability-based social investment model (III): macro-level policies
No deliverables due until now - 3 interim papers available

WP8: Capacity building, dissemination and policy dialogue
• D.8.1 Website ( and Facebook group: information on publications and activities, exchanges via specific Facebook and Twitter accounts
• D.8.2-8.3 Visual information tools: two PowerPoint presentations, leaflets and a poster were produced so far to present the project
• D.8.4-8.7 4 (5) Policy briefs and 2 Newsletters
o PB0. Rebuilding an inclusive, value based Europe of solidarity and trust through social investments (April 2015)
o PB1. The Juncker Investment Plan: where are the social investments? (April 2015)
o PB2. The AGS 2016: opening the door for social policy?’ (March 2016)
o PB3. The European Pillar of Social Rights: contribution to the public consultation (Dec. 2016)
o NL1. The social damage of the crisis (advertising the country case studies) - published Feb. 2017
o NL2. The Re-InVEST project at the ESPANET conference (advertising the presentations of Re-InVEST papers at the conference) - published August 2017
o PB4. The impact of social disinvestment on vulnerable groups during the crisis in Europe (published October 2017)
• Inputs into the annual seminars of the Alliances to Fight Poverty
o May 7-8, 2015 in Madrid: “Human rights as stepping stones for a social and democratic Europe”

Progress beyond the state of the art and expected potential impact (including the socio-economic impact and the wider societal implications of the project so far)

Progress beyond state of the art
• The methodological approach of Re-InVEST is unique in ‘merging knowledge’ from academic research, lived experiences and action – and in empowering local groups of vulnerable people.
• On the theoretical front, the research combines social investment, human rights and capabilities approaches into a coherent theoretical framework.
• On the 'empirical' level, the research highlighted the long-term damage of social disinvestment during the crisis period. Further (ongoing) research is conducted in selected policy areas (social protection, active labour market policies, early childhood education, housing, health care, water provision and financial services) to identify the boundary conditions and building blocks for a genuine social investment strategy.

Expected impact
Our impact‐plan is based on wide dissemination of the results of the RE‐InVEST‐project at European and national, academic and societal level. It aims to reframe the EU's social development model based on human rights and capabilities, and to encourage the implementation of this innovative model by stakeholders, including people severely affected by the crisis, and policymakers. RE‐InVEST empowers its own participants through training and a deliberative participation methodology. In this way, the project contributes to the philosophical underpinning of the Social Investment Package and to the European Pillar of Social Rights.

Actions undertaken to generate impact
• Local groups of vulnerable people have participated actively in a participatory research based on the human rights and capabilities approach. The local groups are being encouraged to move beyond ‘testimonies’ or indeed analysis, and to use the results of WP3 for local action to improve their living conditions. Advocacy actions have already been conducted in all participating countries
• 4 policy briefs were published and disseminated to 3000 email addresses of academics, NGOs, policy makers and other stakeholders as well as via the RE-InVEST website.
• Inputs into the annual seminars of the Alliances to Fight Poverty
• 4 public events of the consortium as a whole (Brussels, Lisbon, Liverpool, Turin)
• scientific impact: a large number of policy-oriented book chapters and journal articles, as well as presentations at scientific conferences and workshops.

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