Erasmus+ International Dimension in Higher Education 10 November 2016
Agenda 10:00 hrs Welcome and Introduction 10:10hrs International Credit Mobility(ICM): - overview - 2016 results - what s new in the ICM 2017 Call - ICM Case Study, University of Surrey 11:20hrs Break 11:40hrs Panel Discussion, based around the below topics: - making successful applications - finding partners - implementation - question and answer session 13:00hrs Lunch 14:00hrs Erasmus Mundus Joint Master Degrees 14:30hrs Capacity Building in Higher Education 15:00hrs The Jean Monnet Action 15:20hrs Summary and close
International Credit Mobility
Erasmus+ International Credit Mobility (KA107) Sarah Norris, Grants Manager IDHE Event, London 10 November 2016
Agenda International Credit Mobility(ICM) Overview 2016 results What s new in the ICM 2017 Call
International Credit Mobility Introduced to the Erasmus+ programme in 2015 UK budget per Call is around 11 million Student and staff mobility between Programme and Partner countries Decentralised action managed by National Agencies located in Programme countries Use of Erasmus Quality Framework
Who can apply? At least two participating organisations from different countries- an HEI in a Programme country and a Partner in a Partner country. An HEI from a Programme country can only submit one application form for ICM. However, they can also apply for ICM as part of a consortium, in which case it is their responsibility to prevent double funding of the same mobility should the two channels be used simultaneously.
Erasmus+ Quality Framework Erasmus Charter for Higher Education (ECHE) for Partner countries, the principles of the Charter are embedded in the Partner Inter-Institutional Agreement. Partner Inter-Institutional Agreements to set mobility flows and preconditions to be signed before mobility begins. The European Commission (EC) has produced separate KA107 grant agreements for teaching and study placements but the Learning and Mobility Agreements for students and staff are the same as KA103. https://www.erasmusplus.org.uk/higher-education-projects
Programme and Partner Countries Programme Countries EU Member States: Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, United Kingdom Other programme countries: Iceland, Liechtenstein, Norway, former Yugoslav Republic of Macedonia, Turkey Partner Countries All other countries throughout the world Except: Region 5: Andorra, Monaco, San Marino, Vatican City State, Switzerland; Region 12: Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, United Arab Emirates
Mobility projects (lasting 16 or 26 months) include the following activities: Student mobility Staff mobility Studies Traineeships not available until 2018 Duration: 3-12 months (minimum duration 3 months) Short cycle, Bachelor, Master, PhD levels all disciplines Teaching periods (Invited staff not available) Training periods (excluding conferences) Duration: 5 days - 2 months (minimum duration 5 days) minimum of 8 teaching hours all disciplines
Why should institutions apply? Brings the outside world into an institution from incoming students and staff Provides an expanded international offering Raises awareness of an institution with international students Offers funding to support staff mobility/professional development to establish strong connections with new institutions for future courses and partnerships Acts as a soft trial for partners and international mobility beyond Erasmus+
The Application Process Unlike KA103, mobility projects between Programme and Partner countries undergo qualitative evaluation: Application for funding made by programme country institutions, for both inward and outward flows. Possibility to apply for more than one region (in one application only). Cooperation with each country will be assessed separately.
Award Criteria The applicant will explain how the project meets these four award criteria from the point of view of its own institution and the Partner countries' institutions: To be considered for funding, proposals must score at least 60 points in total, with a minimum of 15 points for "relevance of the strategy".
Budgets and Finance 2017 Call
Regions Countries Indicative Budget Rules ENI Eastern Partnership Armenia, Azerbaijan, Belarus, Georgia, Moldova, Territory of Ukraine as recognised by international law 1,679,618 ENI South Mediterranean Algeria, Egypt, Israel, Jordan, Lebanon, Libya, Morocco, Palestine, Syria, Tunisia 2,223,720 No rules or restrictions ENI Russian Federation Territory of Russia as recognised by international law 1,053,598 IPA Western Balkans Albania, Bosnia and Herzegovina, Kosovo, Montenegro, Serbia 1,917,924
Regions DCI Asia DCI Central Asia DCI Latin America DCI South Africa DCI Middle East Countries Afghanistan, Bangladesh, Bhutan, Cambodia, China, DPR Korea, India, Indonesia, Laos, Malaysia, Maldives, Mongolia, Myanmar, Nepal, Pakistan, Philippines, Sri Lanka, Thailand, Vietnam Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan, Uzbekistan Argentina, Bolivia, Brazil, Chile, Columbia, Costa Rica, Cuba, Ecuador, El Salvador, Guatemala, Honduras, Mexico, Panama, Paraguay, Peru, Uruguay, Venezuela Indicative Budget 1,461,711 411,181 475,353 South Africa 133,099 Iran, Iraq, Yemen 202,434 Rules These budget envelopes are for incoming mobilities and outgoing staff mobility and student mobility at PhD (cycle 3) level only, but see the DCI outgoing mobility budget below if you wish to apply for outgoing short, 1st or 2nd cycle mobility.
Regions Countries Indicative Budget Rules European Development Fund (EDF) Angola, Antigua and Barbuda, Bahamas, Barbados, Belize, Benin, Botswana, Burkina Faso, Burundi, Cameroon, Cape Verde, Central African Republic, Chad, Comoros, Congo, Congo -Democratic Republic of the, Cook Islands, Djibouti, Dominica, Dominican Republic, Equatorial Guinea, Eritrea, Ethiopia, Fiji, Gabon, Gambia, Ghana, Grenada, Guinea, Guinea-Bissau, Guyana, Haiti, Ivory Coast, Jamaica, Kenya, Kiribati, Lesotho, Liberia, Madagascar, Malawi, Mali, Marshall Islands, Mauritania, Mauritius, Micronesia-Federated States of, Mozambique, Namibia, Nauru, Niger, Nigeria, Niue, Palau, Papua New Guinea, Rwanda, Saint Kitts And Nevis, Saint Lucia, Saint Vincent And The Grenadines, Samoa, Sao Tome and Principe, Senegal, Seychelles, Sierra Leone, Solomon Islands, Somalia, South Sudan, Sudan, Suriname, Swaziland, Timor Leste -Democratic Republic of, Tanzania, Togo, Tonga, Trinidad and Tobago, Tuvalu, Uganda, Vanuatu, Zambia, Zimbabwe. 460,922 These budget envelopes are for incoming mobilities and outgoing staff mobility and student mobility at PhD (cycle 3) level only, but see the DCI outgoing mobility budget below if you wish to apply for outgoing short, 1st or 2nd cycle mobility.
Regions Countries Indicative Budget Rules Partnership Instrument (PI) Industrialised Americas Canada, United States of America 475,872 Partnership Instrument (PI) Industrialised Asia Australia, Brunei, Hong Kong, Japan, (Republic of) Korea, Macao, New Zealand, Singapore, Taiwan 504,904 No rules or restrictions
Grant amounts: student unit costs From To Amount Eligible Partner Countries Group 1 higher living costs 850 per month Programme Countries Partner Countries 650 per month
Grant amounts: staff unit costs Receiving Country DK, IE, NL, SE, UK Partner Countries Amount 160 per day 160 per day
Grant amounts: travel Travel distances (KM) Amount 100-499 180 500-1999 275 2000-2999 360 3000-3999 530 4000-7999 820 More than 8000 1100 http://ec.europa.eu/programmes/erasmus-plus/resources_en#tab-1-4
Organisational Support and Special Needs Support Organisational support is awarded depending on the number of mobilities: 100th participant: 350 EUR >100th participant: 200 EUR Special needs support funding applications are submitted separately directly to the UK NA.
2016 Call Results
Applications - Region Region Number of applications England 159 Northern Ireland 7 Scotland 27 Wales 12
Envelope EC Budget Round 1 Round 2 Total budget awarded % 2016 Utilisation % 2015 Utilisation IPA Western Balkans 2,086,042 343,081 399,742 742,823 35% 27% ENI Eastern Partnership 1,708,750 562,721 676,465 1,239,186 72% 18% ENI South Mediterranean 2,261,226 406,062 1,185,939 1,592,001 70% 40% ENI Russian Federation 1,025,655 527,044 436,659 963,703 93% 53% PI Americas PI Asia 455,329 432,830 0.00 432,830 95% 99% 482,659 413,370 0.00 413,370 85% 99%
Envelope EC Budget Round 1 Round 2 Total budget awarded % 2016 Utilisation % 2015 Utilisation DCI Asia 1,466,953 1,419,564 0.00 1,419,564 96% 97% DCI Central Asia 450,791 278,808 133,422 412,230 91% 57% DCI Latin America 476,566 427,448 0.00 427,448 89% 95% DCI South Africa 141,162 130,040 0.00 130,040 92% 79% DCI Outgoing cycles 1 & 2 569,888 563,225 0.00 563,225 98% 99% EDF African, Caribbean, Pacific 430,203 77,846 347,498 425,344 98% NA
Envelope EC Budget Number of applicants Total budget awarded IPA Western Balkans 2,086,042 ENI Eastern Partnership 1,708,750 ENI South Mediterranean 2,261,226 Albania (2), Bosnia and Herzegovina (4), Kosovo (3), Montenegro (2), Serbia (3) Armenia (3), Azerbaijan (4), Belarus (2), Georgia (4), Moldova (2), Ukraine (8) Egypt (5), Israel (10), Lebanon (5), Morocco (5), Palestine (6) 742,823 1,239,186 1,592,001 ENI Russian Federation 1,025,655 Russian Federation (8) 963,703 PI Americas 455,329 Canada (2), United States (5) 432,830 PI Asia 482,659 Australia (1), Hong Kong (1), Japan (1), Korea (1), New Zealand (1), Singapore (1), Taiwan (1) 413,370
Envelope EC Budget Number of applicants Total budget awarded DCI Asia 1,466,953 Bangladesh (1), China (6), India (4), Indonesia (1), Malaysia (3), Pakistan (1), Thailand (2), Vietnam (1) 1,419,564 DCI Central Asia 450,791 Kazakhstan (5), Uzbekistan (2) 412,230 DCI Latin America 476,566 Argentina (1), Brazil (2), Chile (1), Cuba (1), Mexico (1), Paraguay (1), Peru (1) 427,448 DCI South Africa 141,162 South Africa (3) 130,040 DCI Outgoing cycles 1 & 2 569,888 EDF African, Caribbean, Pacific 430,203 Argentina (1), Brazil (2), Chile (2), China (4), India (1), Malaysia (4), Mexico (2), Peru (1), South Africa (2), Thailand (3), Vietnam (1) Botswana (1), Jamaica (1), Malawi (2), Mauritius (1), Nigeria (1), Tanzania (2), Uganda (2), Zambia (1) 563,225 425,344
Total number of mobilities 2016 2292 Number of mobilities 2015 1376 0 500 1000 1500 2000 2500
Student and Staff Mobilities 2015 2016 45% Student 36% Student 55% Staff 64% Staff
Incoming and Outgoing Mobilities 2015 2016 37% Incoming 41% Incoming 63% Outgoing 59% Outgoing
Europe wide mobility figures
Mobilities funded so far: 62,000 and counting...! 33,927 28,109 2015 2016
2017 Call
What s new in the 2017 Call Introduction of Region 9 (Iran, Iraq and Yemen) Second round is no longer available Project duration has changed (16 and 26 months) Special needs funding available Student traineeships available in 2018 Level of study for students will have to be mentioned under question: Quality of project design and implementation
2017 Call application deadline 11am (UK time) on Thursday, 2 February 2017 Please apply using the application form found on our website (when available)
Application guidance We recommend that you consult the following documents when completing your application form: European Commission 2017 Programme Guide Do s and don t for applicant HEIs Guidance and FAQs on applying for ICM Technical guidelines for completing the eform Guidelines for Experts on Quality Assessment UK National Agency Guide for applicants: Key Action 1 Higher Education ICM webpage Erasmus+ website
Webinars 75% of institutions who attended a webinar on ICM and applied were then successful in their application for funding in Round 1. Details of new webinars will be announced following receipt of application eform
Hints and Tips Start well ahead of the application deadline Involve your partner in the application process Link the Partner HEIs to your internationalisation strategies Keep the budget availability in mind NA will also be looking to fund projects with partners in low-income and least developed Partner countries to ensure geographical balance Be aware of the budget restrictions for specific envelopes
Hints and Tips It is mandatory to identify Partner country HEIs in the application Partner finding tool through Erasmus+ website (HEPO) Partner Institution requires a PIC Newcomers to ICM - start with staff mobilities 26 month contracts recommended (2017 Call) Correctly calculate distance and duration Flexibility of KA107 e.g. managing budget and making amendments
2016 Call Round 2 2016 Call Round 2 funding results will be sent to applicants before the end of November 2016. To comply with the EC calendar, we require all grant agreements to be countersigned by the National Agency before 31 December 2016.
Thank you
International Credit Mobility (ICM) KA107 at the University of Surrey Ms Aqila Kaleem International Relations Executive Administrator 10 th November 2016
Partner Countries and Institutions China Nankai University Sun Yat Sen University Shanghai Jiao Tong University Egypt Cairo University Alexandria University Benha University
Experience of putting together an application Bid in Round 1-2015 for range of countries but were only successful with China and staff mobility. Good scores but bid for popular countries, so did not receive funding. Bid Round 2-2015 for limited range and were successful in Egypt. Bid Round 1-2016 for follow-up to China and very targeted Australian project and were only successful in China. Did not bid Round 2-2016, having realised the amount of work involved in what we already had.
Experience of putting together an application Worked with Associate Deans (International) - ADIs to determine countries with whom we wished to work. Bid written by Head Europe & International Mobility. Proof-read by ADIs. Targeted countries where we already had some activity. Did not bid for student mobility except where we knew we would have outward mobility. Concentrated on teaching staff and training for other countries.
Staff Mobility from Partner Countries Partners initially contacted by email Bilateral Agreements were set up, although not required for staff training Followed by skype sessions with those who needed clarification The selection criteria was explained The common subject areas were highlighted The submission of forms explained Details of the Erasmus+ grant and booking process provided
Day to Day Management Realistic mobility dates are agreed with the participant, based on the timeframe of their visa application process Visa invitation letters sent in the first instance Followed by Mobility Agreement and Grant Agreement forms Grant information including details of how and when flights/accommodation will be booked Information on how much and how to claim back expenses provided after flights and accommodation costs are known Ideally best to wait until visa has been granted to book flights but last minute expensive For China, flights need to be booked before they apply for visa, hence we advise that in the event that a visa is not obtained in time, the rebooking of flights will be their cost Compile a programme for the participant Expenses
Staff Mobility to Partner Countries Associate Dean (International) in the Faculties are involved in the selection process Visa application process simpler in the UK Mobility Agreement and Grant Agreement forms are sent in the first instance Grant information provided early on Surrey staff book own travel and accommodation, I guide them through the process Surrey staff book flights after obtaining a visa
Reporting A spreadsheet to show each participant s allocation of activity days and travel days Mobility Tool updated asap Record all spend in a file so there is a running total of the expenditure
Challenges Some participants suggest dates not feasible due to the visa timescale Reminders from me to apply for a visa asap Not obtaining a visa in time can have implications, financial and also in having to commit additional time to reschedule the programme Be sure to know the number of days allocated to each staff since dates can change and it is easy to lose track Ensuring the correct number of nights accommodation is booked Having to advise Surrey staff that a visit needs to be postponed and rescheduled after they have committed their time 5 days long for a training visit
What has helped me to manage ICM Skype sessions with Partner Universities Having a spreadsheet detailing the number of activity days, weekend and travel days Up-to-date data on the Mobility Tool A file for each staff where I record the expenditure as and when incurred
Thank you Comments or Questions? a.kaleem@surrey.ac.uk
Panel Discussion
Centralised Actions
ERASMUS+ Key Action 1 Erasmus Mundus Joint Master Degrees EMJMDs Erasmus+ international Information day Roberta Manoni Education, Audiovisual and Culture Executive Agency London, 10 November 2016 Erasmus+
2007-2013 2014-2020 Tempus Erasmus Mundus EU-international ERASMUS+ Youth in Action Edulink Alfa Jean Monnet 1 Learning Mobility 2 Cooperation Erasmus Sport Leonardo Comenius Grundtvig EU - EU Erasmus+ 3 Policy support
OUTLINE Erasmus Mundus Joint Master Degrees (EMJMD) General overview How to participate as an Organisation / Individual Funding possibilities EMJMD call for proposals 2017 Results of the Erasmus+ EMJMD call for proposals 2016 EMJMD Information sources 60
Erasmus Mundus Joint Master Degrees Erasmus+ KA1 Learning mobility for individuals EMJMD are integrated international Master programmes of excellent quality to attract the very best students worldwide Developed and delivered by a consortium of HEIs from Programme Countries & Partner Countries (if relevant) No restriction in disciplines Duration 12 18 24 months (60 90 120 ECTS credits), optional preparatory year + 3 intakes (5 years maximum) covered by one Grant Agreement Mandatory study period in at least 2 different Programme Countries (no virtual mobility) Full scholarship for students - 75% for students from Partner Countries Fully recognised and accredited joint / multiple Master degrees 61
Selected EMJMDs 2016: Programme Country Institutions 89 eligible proposals 27 funded 62
EMJMD - main aims Quality improvements, innovation, excellence, internationalisation of HEIs Increase quality and attractiveness of the EHEA supporting EU External Action in the HE field, by offering full degree scholarships to the best Master students worldwide Improve competences, skills, employability of Master graduates Improve relevance for the labour market through an increased involvement of employers 63
EMJMD - main characteristics (1) Attractiveness and Excellence: very high selectivity of EMJMDs, only excellent joint master programmes selected and funded "Jointness" - Integration of the course design and structure, recognition/accreditation of degrees Although not mandatory Joint Degrees are strongly encouraged (double/multiple degrees still eligible) Bridging academic and job-market needs (transdisciplinary approach), employablility of graduates 64
EMJMD - main characteristics (2) Full scholarships for the best master students worldwide, priority on Partner country students (minimum of 75 %) Invited scholars/guest lecturers contribute to the teaching/ training/research activities Worldwide visibility Sustainability after EU funding Centrally managed in Brussels by EACEA in coordination with European Commission / DG EAC 65
WHY SHOULD YOU APPLY? 66
Opportunities for HEI's High degree of visibility in a programm e of Excellenc e Select top students worldwid e International action and further educational and research collaboration s Multiannual grant agreement and personalise d manageme nt support by EACEA Attractive EU funding scheme 67
EMJMD funding rules The EU grant for an EMJMD will be indicatively ~ 4 million HEIs: Contribution to the consortium management costs (incl. costs for invited scholars and guest lecturers) 50.000 per student intake (= 150.000 in total) + 20.000 for optional preparatory year Students: max 25.000 per academic year and per scholarship Actual amount varies according to: EMJMD's length of studies (60, 90 or 120 ECTS credits) Student's country of residence EMJMD level of participation costs 68
EMJMD students scholarships grants Students from Partner Countries Students from Programme Countries Contribution to participation costs Contribution to travel costs* up to 9.000 per year 2.000 per year if residence is less than 4.000 km from EMJMD coordinator 3.000 per year if residence is 4.000 km or more from EMJMD coordinator up to 4.500 per year 1.000 per year Contribution to installation costs* 1.000 - Living allowance (max 24 months) 1.000 per month (not when in country of residence, and max 3 months in any Partner Country) 1.000 per month (not when in country of residence) * Scholarship amounts for travel/installation depend on the place of residence at the time of scholarship application 69
New elements in the 2017 EMJMD Call Assessment of proposals in one step evaluation procedure Simplified assessment of additional award criterion (Heading 4 and EDF scholarships) Increased and guaranteed number of EMJMD scholarships (maximum 20 scholarships per intake) and number of EMJMD projects planned to be funded ( 35 EMJMDs) Consortia can benefit from up to 8 additional scholarships per intake for targeted regions of the world 70
Taking part as an Organisation (1) EMJMDs are open to public or private organisations in Programme or Partner Countries HEIs Non-academic partners (enterprises, non-profit organisations, NGOs, foundations, etc.) Applicant must be HEI established in Programme Country. The HEI applies on behalf of the EMJMD consortium. Minimum EMJMD consortium composition: 3 HEIs as partners (including the coordinator) from at least 3 different Programme Countries 71
Taking part as an Organisation (2) HEIs established in a Programme Country: Accreditation at national level of each degree-awarding Master programme on the basis of which the EMJMD programme is composed required at application stage A widespread Cooperation with HEIs across EHEA and other eligible organisations from Partner Countries Associated partners (optional): specific tasks/activities, e.g. dissemination, knowledge and skills transfer, internships, etc. 72
EMJMD Award Criteria Relevance of the project (max 40 points) Quality of the project design and implementation (max 20 points) Quality of the project team & the cooperation arrangements (max 20 points) Impact and dissemination (max 20 points) Peer review by independent external experts 3 experts assess each proposal in a one-step evaluation procedure 2 thresholds: 75% (30 points) of the maximum allocated points for "Relevance" Proposals must score at least 70 points overall 73
Additional scholarships for 8 targeted regions Applicants may apply for additional scholarships for one or more regions/countries of the world (12 geographical windows) African, Caribbean, Pacific countries (ACP), Asia, Central Asia, South Africa, Latin America, Eastern - Southern neighbouring countries, Gulf countries Financed through the EU external funding instruments For Asia, Central Asia and Latin America regions specific priorities apply! 74
How to apply Erasmus+ EMJMD call for proposals 2017 Deadline: 16 February 2017 12:00 CET Budget: ~ 90 M + ~ 22,7 M for "targeted regions" Nr. of projects: 35 EMJMDs Nr. of scholarships per intake/per project: ~ 20 (around 60 per Grant Agreement) plus ~ 8 (around 24 per Grant Agreement) for targeted regions Award decision: by July 2017 75
UK participation in EMJMDs (2014-2016) SUBMITTED SELECTED 2014 2015 2016 Organisation type APP PAR PA-ASC Grand Total Organisation type APP PAR Higher education 2 5 2 9 Higher education 1 1 SME 2 2 SME 1 NGO 1 1 NGO Large enterprise 5 5 Large enterprise SME 1 1 SME 1 NGO 1 1 NGO Grand Total (2015) 7 8 11 26 Grand Total 1 2 3 Organisation type APP PAR PA-ASC Grand Total Organisation type APP PAR Regional Public body 1 1 Regional Public body 1 Higher education 7 17 5 29 Higher education 3 6 5 Large enterprise 2 2 Large enterprise 2 SME 7 7 SME 2 NGO 5 5 NGO 4 Research Institute/Centre 2 2 Research Institute/Centre 2 Social partner 1 1 Social partner Other 1 1 Other Grand Total (2015) 7 17 24 48 Grand Total 3 6 16 PA- ASC Social partner 1 1 Social partner 1 Grand Total (2014) 2 5 6 13 Grand Total 1 1 2 Organisation type APP PAR PA-ASC Grand Total Organisation type APP PAR PA- ASC Higher education 7 8 4 19 Higher education 1 2 2 PA- ASC G T Gra Tot G T 2014 2015 2016 Organisation type APP PAR PA-ASC Grand Total Organisation type APP PAR PA-ASC Grand Grand Total 16 30 41 87 Grand Total 5 9 21 3 76
Lessons learnt from EM Master Courses (EMMCs) 2004-2013 Build up consortia of HEIs with a wide coverage of the EHEA Invest in internship programmes Participation of non-academic organisations in curriculum development and performance evaluation Develop complementary competences for EM students Business and marketing plans for financial sustainability Outreach activities to raise visibility and recognition of awarded joint degrees among academia and business community 77
Information sources (1) Information on Erasmus+ and EMJMD (Programme Guide, call for proposals 2017, application procedure, etc.) http://ec.europa.eu/programmes/erasmus-plus/index_en.htm http://eacea.ec.europa.eu/erasmus-plus_en https://eacea.ec.europa.eu/erasmus-plus/funding_en Practical details on "How to prepare a competitive EMJMD proposal" https://eacea.ec.europa.eu/sites/eaceasite/files/2017_emjmd_how_to_prepare_a_competitive_proposal-final.pdf EMJMD consortia selected in 2014, 2015 and 2016 https://eacea.ec.europa.eu/sites/eaceasite/files/selection_results_en_25112014.pdf https://eacea.ec.europa.eu/sites/eaceasite/files/e_2015_emjmd_selected_for_funding_2015.07.28_ats.pdf https://eacea.ec.europa.eu/sites/eacea-site/files/2016_emjmdselection_results_27.xlsx.pdf 78
Information sources (2) Policy paper: "EMJMDs - The story so far" https://eacea.ec.europa.eu/sites/eaceasite/files/2._policy_paper_on_joint_degrees.pdf Reference guide for practitioners: "Joint Degrees from A to Z (JDAZ)" https://www.nuffic.nl/en/expertise/jdaz Best practices of Erasmus Mundus joint programmes http://eacea.ec.europa.eu/erasmus_mundus/tools/good_practices_en.php Erasmus+ e-tutorial on how to prepare a competitive proposal https://eacea.ec.europa.eu/erasmus-plus/introduction-international-dimensionerasmus-plus_en 79
Information sources (3) "Joint International Master Programmes: lessons learnt from Erasmus Mundus" (free of charge e-brochure) http://bookshop.europa.eu/en/joint-international-master-programmespbec0313346/ Erasmus+ short leaflet for individuals "Come to study or teach in Europe" in English, French, Spanish, Portuguese, Russian, Arabic, Chinese http://bookshop.europa.eu/en/come-to-study-or-teach-in-europepbnc0313339/ Erasmus+ short leaflet for institutions "Work together with European higher education institutions" in English, French, Spanish, Portuguese, Russian, Arabic, Chinese http://bookshop.europa.eu/en/work-together-with-european-higher-educationinstitutions-pbnc0213245/ 80
Thank you for your attention! Please contact us at: EACEA-EPLUS-EMJMD@ec.europa.eu 81
ERASMUS+ Key Action 2 Capacity Building in the field of Higher Education Call for proposals 2017 Erasmus+
Erasmus+ What? BHE? Who? When and how
Were you familiar with Tempus? Then you know already a lot on CBHE! NOVELTIES: Extended coverage (>180 countries; transregional coop.) New grant calculation method (unit costs) Increased focus on performance, impact & sustainability Reinforced institutional commitment (Partnership Agreements) Special Mobility Strand (for some regions only; same as ICM) 84
BHE What? Transnational cooperation projects implemented (mainly) by higher education institutions (HEIs) from Programme and (eligible) Partner Countries, for the modernisation of Partner Country Higher Education Institutions and systems 85
Types of Projects ATTENTION National/ Regional Priorities Joint Projects: => Impact Institutions Structural Projects: => Impact Systems curriculum development university governance & management Links between HE institutions and the wider economic and social environment Special Mobility Strand modernisation of policies, governance and management of higher education systems Links between HE systems and the wider economic and social environment 86
CBHE 87
Special Mobility Strand Partner Countries eligible (ONLY): Region 1: Western Balkans Region 2: Eastern Partnership countries Region 3: South-Mediterranean countries Special Mobility Strand For whom? Students all levels, registered in HEIs involved in project consortia; 3 to 12 months Staff employed in a HEI or enterprise in project consortia; 5 days to 2 months Conditions: Programme Country to Programme Country flows are ineligible Complementary to joint or structural projects Mobility should be instrumental to and integrated in the project objectives Added value and/or innovative character of the activities proposed Comply with provisions of Erasmus Charter for Higher Education Same rules as ICM 88
+ Associated Partners BHE Who? APPLICANT: an HEI (or association/organisation of HEIs) from an eligible country PARTNER: any organisation When relevant and how to? the project and from an eligible country
Consortium Structure ELIGIBILITY criteria PROGRAMME COUNTRIES PARTNER COUNTRIES Min. 3 Countries min. 1 HEI each Min. 1 Country min. 2 HEI /each At least as many Partner Country HEIs as Programme Country HEIs Mandatory participation of Ministry in charge of HE in Partner Country ATTENTION: Exception Russia, Latin America, Syria, Libya 90
+ Additional Aw. Crit. for SMS Award Criteria Relevance (30 points) Quality of Design + Implementation (30 points) Quality of Team + Cooperation arrangements Impact and Sustainability (20 points) (20 points) To be considered for funding, proposals must score at least 60 points in total and - out of these points at least 15 points for "Relevance" 91
Award Criteria RELEVANCE (30 pts) There is a need for my project (and I can demonstrate it!) I know precisely my target groups and they are supporting (/involved in) the project My objectives are clear and in line with the Action (/national / regional) priorities My project (approach) is innovative (and I can demonstrate it) At least 15 points for "Relevance" All my partners are committed to the project and the sustainability of its results 92
Award Criteria Quality of Design + Implementation Specific objectives Activities, expected outcomes, Content and pedagogical approach Involvement of target groups Quality control processes 93
Award Criteria Quality of Team + Cooperation Competences / Demonstrated added value Clear roles / Shared responsibilities Complementary skills Expertise for regional dimension Effective communication 94
Award Criteria Impact and sustainability Expected impact (at indiv. / instit. / system levels Dissemination strategy: outputs to be disseminated, target groups, dissemination tools & activities Sustainability at three levels: financial, institutional and political Evidence of impact: institutional / national level 95
Budget and duration Duration 24 or 36 Months Min. 500,000 - Max. 1,000,000 Excluding Mobility Strand Real Costs and Unit Costs 5 Budget Headings 96
Budget Categories Staff costs (max 40%) UC 4 Staff Categories (Manager, Researcher/ Teacher/Trainer, Technician, Administrator) Travel costs UC Students/staff from partners from their place of origin to the venue of the activity and return. Activities and related travels must be carried out in countries involved in the project. Costs of stay UC Equipment (max 30%) RC Sub-contracting RC (max 10%) Subsistence, accommodation, local and public transport, personal or optional health insurance. Exclusively for the benefit of HEIs in the Partner Countries For services /competences that can't be found in the consortia 97
The types of costs Real costs (RC) : How did you use the grant? => input based =>Expenses incurred, supporting documents Unit costs (UC): what did you achieve with the grant? =>output based => No need to prove the actual expenditure Need to prove that the activity was justified and properly implemented (e.g. teaching, training) A unit cost is a fixed contribution calculated on the basis of the principle of no profit & co-funding and aimed at contributing to the implementation of a specific activity or task. 98
Application and Selection procedure Indicative roadmap for selection process-cbhe 99
Indicative Budget for 2017 Call Region Budget allocated 2016 (in Mio ) Budget allocated 2017 (Indicative) (in Mio ) Ind num selecte und assum na pro REGION 1 - We s te rn Balkans 13,17 13,82 REGION 2 - Eas te rn Partne rs hip countrie s 13,86 13,51 REGION 3 - South-Me dite rrane an countrie s 28,57 27,84 Additional allocation for Tunisia* 0 3,00 REGION 4 - Russian Federation 6,89 6,72 REGION 6 - As ia 35,38 39,55 REGION 7 - Ce ntral As ia 9,2 8,80 REGION 8 - Latin Ame rica 13,1 13,20 REGION 9 - Iran, Iraq, Yemen 1,9 2,00 Specific allocation for Iran 0,69 0,69 REGION 10 - South Africa 3,42 3,91 REGION 11 - ACP countrie s 5,29 5,64 TOTAL 131,47 138,68 *An additional allocation for Tunisia might become available subject to the relevant Commission decisions being tak en. Selection of approx. 155 projects
Selection results 2016 Stage 1 Western Balkans 2 Eastern Partner ship 3 South Med 4 Russian Federation 6 Asia 7 Central Asia 8 Latin America 9 Iran, Iraq, Yemen 10 South Africa 11 ACP Total* Reception 109 238 169 78 78 101 78 8 14 53 736 Eligible 93 219 146 77 68 93 72 8 13 42 653 Sent to Consultation Proposed for funding 37 64 80 35 57 49 31 5 6 19 287 18 24 36 16 53 19 14 4 5 9 147 Success rate 17% 10% 21% 21% 68% 19% 18% 50% 36% 17% 20% (Selected project in 2015) % 2016 as compared to 2015 (15) +20% (23) +4% (40) -10% (13) +23% (27) +96 % Erasmus+ (23) -17% (19) -26% (2) +100 % (4) +25% * The number of projects by region cannot be added considering that a project can cover different regions. (0) - (140) +5% 101
Selection: evolution of the applications (2015-2016) 102
CBHE Information sources Erasmus+ website EU Commission http://ec.europa.eu/programmes/erasmus-plus/index_en.htm International E+ International Contact Points (ICPs) in Programme Countries National Erasmus+ Offices (NEOs) in certain Partner Countries (PCs) Erasmus+ website - EACEA http://eacea.ec.europa.eu/erasmus-plus/actions/key-action-2-cooperationfor-innovation-and-exchange-good-practices/capacity-0_en https://eacea.ec.europa.eu/erasmus-plus/contacts/international-erasmusplus-contact-points_en https://eacea.ec.europa.eu/erasmus-plus/contacts/national-erasmus-plusoffices_en 103
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ERASMUS+ Jean Monnet Erasmus+ international Information day Roberta Manoni Education, Audiovisual and Culture Executive Agency London, 10 November 2016 Erasmus+ 105
Jean Monnet Programme 1989 Introduction of European integration studies in universities Dedicated to the memory of Jean Monnet (1888-1979) Jean Monnet continues under Erasmus+ as a separate activity Managed centrally Erasmus+ 106
Jean Monnet a worldwide Network 1989-2016 86 countries throughout the world more than 1000 universities offering Jean Monnet courses as part of their curricula Over 4,730 projects in the field of European integration studies. Erasmus+ 107
Jean Monnet in brief Focus on EU studies to promote excellence in teaching and research on the European integration process in various disciplines European Union studies comprise the study of Europe in its entirety with particular emphasis on the European Integration process in both its internal and external aspects Erasmus+ 108
Jean Monnet Subject Areas EU and Comparative Regionalism Studies EU Communication and Information Studies EU Economic Studies EU Historical Studies EU Intercultural Dialogue Studies EU Interdisciplinary Studies EU International Relations and Diplomacy Studies EU Legal Studies EU Political and Administrative Studies Less traditional Jean Monnet Subject Ares Erasmus+ 109
Objectives Promote excellence in teaching and research in the field of European Union Studies worldwide Foster the dialogue between the academic world and policymakers Equip students and young professionals with knowledge of European Union subjects relevant for their academic and professional lives and enhance their civic skills Promote innovation and teaching and research (e.g. crosssectoral and /or multi-disciplinary studies, open education, networking with other institutions) Improve the quality of professional training on EU subjects Erasmus+ 110
What's in for organisations? Increased capacity to teach and research Improved and innovative curricula Increased financial resources Increased modern, professional environment Promoting young researchers, professors Integrate good practices, new EU subjects Open to synergies with other organisations Erasmus+ 111
Jean Monnet: how does it work? Project grants to promote excellence through: Teaching and research (Modules, Chairs, Centres of Excellence) Policy debate with academic world (Networks, Projects) Support to activities of Associations Erasmus+ 112
Teaching and research in the field of EU-studies MODULES min 40h teaching hours/year(max grant: 30,000) CHAIRS Chair holder: min 90h teaching hours/year + 1 additional activity/year (max grant: 50,000) CENTRES OF EXCELLENCE Main activities: focal points of competence and knowledge (max grant 100,000) teaching in European integration studies embodied in an official curriculum of a HEI conduct, monitor and supervise research on EU subjects, also for other educational levels such as teacher training and compulsory education organise and coordinate human and documentary resources related to European Union studies enhancing the debate and exchange of experience about the EU (think-thank function) systematic publication of the results of research activities Erasmus+ 113
Policy debate and exchanges NETWORKS: foster creation, development of consortia of international players (HEIs, Centres of Excellence, departments, etc.) in area of EU studies. Involvement of minimum 3 partner institutions from 3 different countries, duration up to 3 years; (max grant: 300.000) PROJECTS: support innovation, cross-fertilisation, the spread of the EU content. Involvement of other partners possible, duration between 12 24 months; (max grant: 60.000) Main activities: Gathering and promoting information and results on methodologies applied to high-level research and teaching on EU-studies Enhancing cooperation between different HEIs and other relevant bodies throughout Europe and around the world Innovation projects explore new angles and different methodologies in view of making EU subjects more attractive, adopted to various kinds of target populations Cross-fertilisation projects promote discussion and reflection on EU issues, enhance knowledge about the Union and its processes Spread content projects mainly concern information and dissemination activities Erasmus+ 114
Support to Associations ASSOCIATIONS: contribute to the study of the EU integration process, interdisciplinary approach, officially registered and independent; open to all interested professors, teachers and researchers specialising in EU issues, at regional, national or supranational level; duration 3 years; (max grant: 50.000) Main activities: organise and carry out statutory activities of associations dealing with EU studies and EU issues; Perform research in the field of specific European issues in order to advice local, regional, national and European policy makers, dissemination of outcomes including the EU institutions, enhancing active citizenship. Erasmus+ 115
Jean Monnet Activities overview Max. community grants (of total budget): 75% - 80% *Flat rate financing system Type of Activity Amount EUR Min. N of countries Duration Jean Monnet Modules* 30.000 EUR Jean Monnet Chairs* Centres of Excellence 50.000 EUR 100.000 EUR 1 3 years Jean Monnet Networks 300.000 EUR 3 3 years Jean Monnet Projects* 60.000 EUR 1 12-24 months Support to Associations 50.000 EUR 1 3 years Erasmus+ 116
Jean Monnet Activities EU-cofunding: Combination of scales of unit costs, flat rate financing and lump sums: Modules, Chairs, Projects. 75% EU funding of total calculated amount. Up to 20% of Budget earmarked for Modules for which coordinators are researches, obtained a PHD degree in the last five years. Budget Based: Centres of Excellence, Support to Associations, Networks. 80% of the total eligible costs. Erasmus+ 117
Call 2017 Jean Monnet Activities Call for proposals 2017 EAC/A03/2016 published on 20.10.2016 Deadline for applications: 23/02/2017 Available Budget for around 270 projects - 10,8 M Jean Monnet Funds - 3 M additional funding provided by the EU Partnership Instrument (PI) for certain countries: Australia, Canada, People's Republic of China, Gulf Countries (Kingdom of Bahrain, Kingdom of Saudi Arabia, Kuwait, Qatar, Sultanate of Oman, United Arab Emirates), Hong Kong SAR, India, Indonesia, Iran, Japan, New Zealand, South Africa, South Korea. Starting date of projects: 01/09/2017 Erasmus+ 118
Jean Monnet: Application Who can apply: Higher Education Institutions (HEI) in any country of the world for Teaching and Research activities (Modules, Chairs, Centres of Excellence, Policy debate (Networks and Projects) HEI established in Programme Countries must hold a valid Erasmus Charter for Higher Education (ECHE). Organisation/Asscociations active in EU subject areas in any country of the world for Support to Associations, Policy Debate (Networks and Projects) Erasmus+ 119
Jean Monnet: Application How to apply: Apply directly to the Executive Agency (EACEA) Use the official eform and attach the compulsory 3 annexes: Description of the project, Budget table, Declaration of honour. Erasmus+ 120
Jean Monnet: Application How to apply: Applicant organisation must have an EU Login account. If you have already one ECAS account, you will have to register again with same credentials. Applicant organisation (and for the Jean Monnet Networks also the partner institutions involved) must be registered in the Participant Portal and receive a Participant Identification Code (PIC) Erasmus+ 121
What happens after your application? Verification of eligibility of project proposals Quality Assessment of projects by external experts (Award criteria: Relevance of the project, Quality of the project design and implementation, Quality of the project team, Impact and dissemination) Evaluation Committee for selection of projects Notification of applicants and publication of results Preparation of Grant Agreements / Decisions Start of projects from 1 September of year of application Erasmus+ 122
What is new for Jean Monnet applications 2017 2017 Call for proposals EAC/A03/2016 No gap year any more for Teaching and Research Activities Erasmus+ 123
Selection 2016 (Call EAC/A04/2015) 1034 eligible applications received 270 projects selected: 202 projects Jean Monnet funds / 11.3M 68 PI funds / 4.0M Erasmus+ 124
Jean Monnet Selection 2016 - Activities Jean Monnet Selection 2016 Distribution of Activities 3% 10% 21% 5% 24% Centres of Excellence Chairs Modules Networks Projects SUPPA 37% Erasmus+ 125
Jean Monnet Selection 2016 - Disciplines 2% Share of Disciplines 4% 3% 10% 9% 2% EU and Comparative Regionalism Studies 3% EU Communication and Information Studies EU Economic Studies EU Historical Studies 19% EU Intercultural Dialogue Studies EU Interdisciplinary Studies EU International Relations and Diplomacy Studies EU Legal Studies 7% 41% EU Political and Administrative Studies Other Studies Erasmus+ 126
More information Jean Monnet Erasmus+ Programme Guide and 2017 General Call for proposals: http://ec.europa.eu/programmes/erasmus-plus/discover/guide/index_en.htm Jean Monnet Activities: http://eacea.ec.europa.eu/erasmus-plus/actions/jean-monnet_en Funding - Jean Monnet Activities within Erasmus+: http://eacea.ec.europa.eu/erasmus-plus/funding_en Jean Monnet Directory: https://eacea.ec.europa.eu/jeanmonnetdirectory/#/search-screen/ Jean Monnet selection results: http://eacea.ec.europa.eu/erasmus-plus/selection-results_en Jean Monnet Cluster 2016: Good practices in the context of 'A Union of shared values The role of Education & Civil Society' http://eacea.ec.europa.eu/erasmus-plus/library_en Erasmus+ Project Results Jean Monnet: Erasmus+ platform for dissemination and exploitation of project results http://ec.europa.eu/programmes/erasmus-plus/projects/ Mailbox Jean Monnet: EACEA-AJM@ec.europa.eu Erasmus+ 127
www.erasmusplus.org.uk/applyfor-international-credit-mobility @erasmusplusuk www.facebook.co.uk/ukerasmusplus Erasmus+ is the European Union programme for education, training, youth and sport. The Erasmus+ UK National Agency is a partnership between the British Council and Ecorys UK.