1

Education, Audiovisual and Culture Executive Agency

ERASMUS+

GUIDE FOR EXPERTS

ON

QUALITY ASSESSMENT OF ERASMUS+ ACTIONS

managed by the Education, Audiovisual and Culture Executive Agency

Capacity Building in the Field of Youth

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TABLE OF CONTENTS

PART 2

ANNEXES

ANNEX 1 CRITERIA TO ASSESS AN APPLICATION SUBMITTED UNDER

'CAPACITY OF BUILDING IN THE FIELD OF YOUTH'. ............................................... 3

ANNEX 2 DECLARATION OF ABSENCE OF CONFLICT OF INTERESTS AND OF

CONFIDENTIALITY (FOR INFORMATION, THE DECLARATION WILL FORM AN

INTEGRAL PART OF THE CONTRACT). ......................................................... 4

ANNEX 3 REFERENCE DOCUMENTS ON POLICY PRIORITIES............................... 6

ANNEX 4.A INDIVIDUAL ASSESSMENT FORM TEMPLATE FOR

CAPACITY BUIDLING IN THE FIELD OF YOUTH ............................................ 10

ANNEX 4.B CONSOLIDATED QUALITY ASSESSMENT FORM

TEMPLATE FOR CAPACITY BUIDLING IN THE FIELD OF YOUTH ........................ 14

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ANNEX 1 CRITERIA TO ASSESS AN APPLICATION SUBMITTED UNDER 'CAPACITY OF

BUILDING IN THE FIELD OF YOUTH'.

Criteria used to assess an application submitted under the action "Capacity of Building in the field of Youth" are found in the Programme Guide:

Eligibility Criteria: Please refer to the Erasmus + Programme Guide pages 171 - 172 for the detailed criteria

Award Criteria: Please refer to the Erasmus + Programme Guide pages 173 - 174 for the detailed criteria and elements of analysis.

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ANNEX 2 Declaration of absence of conflict of interests and of confidentiality (for information, the declaration will form an integral part of the contract).

Education, Audiovisual and Culture Executive Agency

Title of Call for proposals: [replace this text]

Reference: Call for proposal [include reference here]

I. Conflict of interests

I, the undersigned [Surname, family name], having been appointed as an expert for the abovementioned call, declare that I am aware of Article 57 of the Financial Regulation, which states that:

"1. Financial actors and other persons involved in budget implementation and management, including acts preparatory thereto, audit or control shall not take any action which may bring their own interests into conflict with those of the Union. Where such a risk exists, the person in question shall refrain from such action and shall refer the matter to the authorising officer by delegation who shall confirm in writing whether a conflict of interests exists. The person in question shall also inform his or her hierarchical superior. Where a conflict of interests is found to exist, the person in question shall cease all activities in the matter. The authorising officer by delegation shall personally take any further appropriate action. 2. For the purposes of paragraph 1, a conflict of interests exists where the impartial and objective exercise of the functions of a financial actor or other person, as referred to in paragraph 1, is compromised for reasons involving family, emotional life, political or national affinity, economic interest or any other shared interest with a recipient."

I hereby declare that I do not fall under any of the following circumstances in which a conflict of interests might exist. I confirm that, if I discover before or during the evaluation that a conflict of interests exists, I will declare it immediately to the Agency.

1/Disqualifying conflict of interests:

Involvement in the preparation of the proposal;

Direct benefit in case of acceptance of the proposal;

Close family relationship with any person representing a participating organisation in the proposal;

Director, trustee or partner of a participating organisation;

Current employment by a participating organisation;

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Current involvement in a contract or collaboration with a participating organisation;

Any other situation that compromises my ability to evaluate the proposal impartially.

2/Potential conflict of interests:

Employment by one of the participating organisation within the previous three years;

Involvement in a contract or collaboration with a participating organisation within the previous three years;

Any other situation that could cast doubt on my ability to evaluate the proposal impartially, or that could reasonably appear to do so in the eyes of a third party (Ex. Past or current personal relationships, nationality, political affinity, etc.).

I hereby declare that I fall under one or more of the above circumstances (please specify which and explain)*:

*Ex. In case of employment by a structure including different departments or institutes, please specify the

degree of autonomy between them.

I hereby declare on my honour that the disclosed information is true and complete to the best of my knowledge.1

II. Confidentiality and personal data protection

I also confirm that I will keep all matters entrusted to me confidential and will process the personal data I receive only for the purposes of the performance of the present evaluation. If unnecessary or excessive personal data are contained in the documents submitted by the applicant, I will not process them further or take them into account for the evaluation of the proposal. I will not communicate outside the panel any confidential information that is revealed to me or that I have discovered. I will not make any adverse use of information given to me.

Signed: ………………………. Date/Place:

Name (in capitals):

1 In case of false, incomplete or incorrect statements or failure to provide information in an attempt to

obtain the contract or any benefit resulting therefrom, or where this was the effect of the action, this constitutes a breach of the contract between the Agency and the expert. The Agency may decide to terminate the contract and to recover any sums paid to the Contractor under the order (cf. Article 8 of the General Conditions).

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ANNEX 3 Reference documents on policy priorities

ANNEX 3.a Transversal policy priorities for education, training and youth

Education and Training 2020 in EUROPE 2020

o Europe 2020 : http://ec.europa.eu/europe2020/index_en.htm

o Europe 2020 targets: http://ec.europa.eu/europe2020/targets/eu-targets/

o Country-specific recommendations 2013: http://ec.europa.eu/europe2020/making-it-happen/country-specific-recommendations/index_en.htm

o Education and Training 2020 (ET2020): http://ec.europa.eu/education/policy/strategic-framework/index_en.htm

o "Council conclusions on the role of education and training in the implementation of

the ‘Europe 2020’ strategy": http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=OJ:C:2011:070:0001:0003:EN:PDF

o "Council conclusions of 26 November 2012 on education and training in Europe 2020 — the contribution of education and training to economic recovery, growth and jobs": http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=OJ:C:2012:393:0005:0007:EN:PDF

o "Council Conclusions on investing in education and training — a response to

Rethinking Education: Investing in skills for better socio-economic outcomes and the 2013 Annual Growth Survey": http://www.consilium.europa.eu/uedocs/cms_data/docs/pressdata/en/educ/135467.pdf

o Joint Council/Commission report on education and training 2020: http://eur-lex.europa.eu/legal-content/EN/TXT/?uri=celex:52012XG0308%2801%29

o Rethinking Education: Investing in skills for better socio-economic outcomes:

http://ec.europa.eu/education/news/rethinking_en.htm

Recognition and transparency

o Europass: http://eur-lex.europa.eu/Notice.do?val=745884:cs&lang=en&list=745887:cs,745886:cs,745885:cs,745888:cs,745883:cs,745884:cs,745882:cs,745804:cs,745802:cs,745803:cs,&pos=6&page=1&nbl=863&pgs=10&hwords

o European Qualifications Framework:

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http://eur-lex.europa.eu/Result.do?arg0=qualification&arg1=&arg2=&titre=titre&chlang=en&RechType=RECH_mot&Submit=Search

Entrepreneurship education:

o A Guide for Educators: http://ec.europa.eu/education/news/20130923_en.htm

o "Towards Greater Cooperation and Coherence in Entrepreneurship Education" – Report of the High Level Reflection Panels on Entrepreneurship Education initiated by Directorate General Enterprise and Industry and Directorate General Education and Culture: http://ec.europa.eu/enterprise/policies/sme/promoting-entrepreneurship/education-training-entrepreneurship/reflection-panels/files/entr_education_panel_en.pdf

Information and Communications Technology (ICT) and Open Education Resources (OER):

o The Future of Learning: New Ways to Learn New Skills for Future Jobs: http://is.jrc.ec.europa.eu/pages/EAP/ForCiel.html

o Opening up Education: http://ec.europa.eu/education/news/20130925_en.htm

o Open Educational Resources and practices in Europe:

http://is.jrc.ec.europa.eu/pages/EAP/OEREU.html

o Up-scaling Creative Classrooms in Europe: http://is.jrc.ec.europa.eu/pages/EAP/SCALECCR.html

o Digital Competence: Identification and European-wide validation of its key components for all levels of learners: http://is.jrc.ec.europa.eu/pages/EAP/DIGCOMP.html

Multilingualism:

o Commission Staff Working Document: "Language Competences for employability, mobility and growth": http://ec.europa.eu/education/news/rethinking/sw372_en.pdf

o Report from the Thematic Working Group “Languages for Jobs – providing multilingual communication skills for the labour market”: http://ec.europa.eu/languages/pdf/languages-for-jobs-report_en.pdf

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ANNEX 3.b Policy priorities for school education

Improving the attainment of young people, particularly those at risk of early school leaving

o "Council recommendation on policies to reduce early school leaving": http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=OJ:C:2011:191:0001:0006:EN:PDF

o Commission communication "Tackling early school leaving: A key contribution to the Europe 2020 Agenda": http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=COM:2011:0018:FIN:EN:PDF

o Final Report and other documents of the Thematic Working Group on Early School Leaving: http://ec.europa.eu/education/school-education/twg_en.htm

Improving the attainment of young people with low basic skills

o The European Framework for Key Competences: http://ec.europa.eu/education/lifelong-learning-policy/key_en.htm

o "Council conclusions of 26 November 2012 on literacy": http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=OJ:C:2012:393:0001:0004:EN:PDF

o Final Report of the EU High Level Group of experts on Literacy: http://ec.europa.eu/education/literacy/resources/final-report/index_en.htm

o Commission staff working document: "Assessment of Key Competences in initial education and training: Policy Guidance": http://ec.europa.eu/education/news/rethinking/sw371_en.pdf

o "Council conclusions on increasing the level of basic skills in the context of European cooperation on schools for the 21st century": http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=OJ:C:2010:323:0011:0014:EN:PDF

ANNEX 3.c Policy priorities for vocational education and training

The Bruges Communiqué on enhanced European cooperation in vocational education and training, 2011-2020: http://ec.europa.eu/education/lifelong-learning-policy/doc/vocational/bruges_en.pdf

"Vocational education and training for better skills growth and jobs": http://ec.europa.eu/education/lifelong-learning-policy/doc/vocational/swd375_en.pdf

"Work-based Learning in Europe. Practices and policy pointers": http://ec.europa.eu/education/lifelong-learning-policy/doc/work-based-learning-in-europe_en.pdf

More information: http://ec.europa.eu/education/lifelong-learning-policy/vet_en.htm

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ANNEX 3.d Policy priorities for the youth field

Council Resolution on a renewed framework for European cooperation in the youth field (2010-2018) - EU Youth Strategy http://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:32009G1219(01)

EU Work Plan for Youth 2016-2018 http://eur-lex.europa.eu/legal-content/EN/TXT/PDF/?uri=CELEX:42015Y1215(01)&from=EN

Joint EU Youth Report http://eur-lex.europa.eu/legal-content/EN/TXT/PDF/?uri=CELEX:52015XG1215(01)&from=EN

Working with young people: the value of youth work in the European Union http://ec.europa.eu/youth/library/study/youth-work-report_en.pdf

Information on Youthpass https://www.youthpass.eu/en/youthpass/

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ANNEX 4.a Individual assessment form template for Capacity Buidling in the Field of Youth

For detailed information on the assessment of award criteria, the range of scores and the respective quality levels please refer to the Guide for Experts part I section 3.

Erasmus + Programme

Capacity Building in the Field of Youth

Individual Assessment Form [2015]

NAME OF THE ORGANISATION: ……………………….

TITLE OF THE PROPOSAL: …………………………………

REFERENCE NO: ………………………………………………

EXPERT NAME: ………………………………………………

COORDINATOR CONTACT: ………………………………

VERSION: 1

LANGUAGE:……………………………………………………

I. ASSESSMENT CONCLUSION

ASSESSMENT CONCLUSION ………(POINTS)

ASSESSMENT CONCLUSION: VERY GOOD

SCORING SUMMARY

CRITERIA SCORE

Relevance of the project ….

Quality of the project design and implementation ….

Quality of the project team and the cooperation arrangements ….

Impact and dissemination ….

Total …./100

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Assessment Grid

Award Criteria Score Min threshold

AWARD

CRITERION

(E+ PROGRAMME

GUIDE)

1. RELEVANCE OF THE PROPOSAL

… / [20]

10 points

HOW TO MEET

THIS CRITERION?

(INSTRUCTIONS FOR

COMPLETING THE

APPLICATION)

ELEMENTS OF ANALYSIS OF THE AWARD CRITERION

- The relevance of the proposal to the objectives and priorities of the Action (see section "What are the aims of a Capacity Building project", at page 166 of the Programme Guide) - The extent to which:

the objectives are clearly defined, realistic and address issues relevant to the participating organisations and target groups

the proposal is innovative and/or complementary to other initiatives already carried out by the participating organisations

the project involves young people with fewer opportunities

Comments

AWARD

CRITERION

(E+ PROGRAMME

GUIDE)

2. QUALITY OF THE PROJECT DESIGN AND

IMPLEMENTATION

… / [30]

15 points

HOW TO MEET

THIS CRITERION?

(INSTRUCTIONS FOR

COMPLETING THE

APPLICATION)

ELEMENTS OF ANALYSIS OF THE AWARD CRITERION

- The clarity, completeness and quality of the work programme, including appropriate phases for preparation, implementation, monitoring, evaluation and dissemination - The consistency between project objectives and activities proposed - The quality of the non-formal learning methods proposed - The quality of arrangements for the recognition and validation of participants' learning outcomes as well as the consistent use of European transparency and recognition tools - The existence and relevance of quality control measures to ensure that the project implementation is of high quality, completed in time and on budget - The extent to which the project is cost-effective and allocates appropriate resources to each activity If the project foresees mobility activities: - The appropriateness of measures for selecting and/or involving participants in the mobility activities

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Comments

AWARD

CRITERION

(E+ PROGRAMME

GUIDE)

3. QUALITY OF THE PROJECT TEAM AND THE

COOPERATION ARRANGEMENTS

… / [30]

15 points

HOW TO MEET

THIS CRITERION?

(INSTRUCTIONS FOR

COMPLETING THE

APPLICATION)

ELEMENTS OF ANALYSIS OF THE AWARD CRITERION - The extent to which:

the project involves an appropriate mix of complementary participating organisations with the necessary profile, experience and expertise to successfully deliver all aspects of the project

the distribution of responsibilities and tasks demonstrates the commitment and active contribution of all participating organisations

- The existence of effective mechanisms for coordination and communication between the participating organisations, as well as with other relevant stakeholders

Comments

AWARD

CRITERION

(E+ PROGRAMME

GUIDE)

4. IMPACT AND DISSEMINATION

… / [20]

10 points

HOW TO MEET

THIS CRITERION?

(INSTRUCTIONS FOR

COMPLETING THE

APPLICATION)

ELEMENTS OF ANALYSIS OF THE AWARD CRITERION - The quality of measures for evaluating the outcomes of the project - The potential impact of the project:

on participants and participating organisations, during and after the project lifetime

outside the organisations and individuals directly participating in the project, at local, regional, national and/or international levels

- The quality of the dissemination plan: the appropriateness and quality of measures aimed at sharing the outcomes of the project within and outside the participating organisations - If relevant, the proposal describes how the materials, documents and media produced will be made freely available and promoted through open licences, and does not contain disproportionate limitations - The quality of the plans for ensuring the sustainability of the project: its capacity to continue having an impact and producing results after the EU grant has been used up

13

Total (points) … / 100

60 points

Total (%) … % [60] %

Comments to the Agency:

(Please write here any confidential remarks you may have on the proposal)

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ANNEX 4.b Consolidated Quality Assessment Form template for Capacity Buidling in the Field of Youth

For detailed information on the assessment of award criteria, the range of scores and the respective quality levels please refer to the Guide for Experts part I section 3.

Erasmus + Programme

Capacity Building in the Field of Youth

Consolidation [2015]

NAME OF THE ORGANISATION: ……………………….

TITLE OF THE PROPOSAL: …………………………………

REFERENCE NO: ………………………………………………

EXPERT NAME: ………………………………………………

COORDINATOR CONTACT: ………………………………

VERSION: 1

LANGUAGE:……………………………………………………

I. ASSESSMENT CONCLUSION

ASSESSMENT CONCLUSION ………(POINTS)

ASSESSMENT CONCLUSION: VERY GOOD

SCORING SUMMARY

CRITERIA EXP 1 EXP 2 CONS

Relevance of the project …. …. ….

Quality of the project design and implementation …. …. ….

Quality of the project team and the cooperation arrangements

…. …. ….

Impact and dissemination …. …. ….

Total …. …. …./100

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Assessment Grid

Award Criteria Score Min threshold

AWARD

CRITERION

(E+ PROGRAMME

GUIDE)

1. RELEVANCE OF THE PROPOSAL

… / [20]

10points

HOW TO MEET

THIS CRITERION?

(INSTRUCTIONS FOR

COMPLETING THE

APPLICATION)

ELEMENTS OF ANALYSIS OF THE AWARD CRITERION

- The relevance of the proposal to the objectives and priorities of the Action (see section "What are the aims of a Capacity Building project", at page 166 of the Programme Guide) - The extent to which:

the objectives are clearly defined, realistic and address issues relevant to the participating organisations and target groups

the proposal is innovative and/or complementary to other initiatives already carried out by the participating organisations

the project involves young people with fewer opportunities

Comments

AWARD

CRITERION

(E+ PROGRAMME

GUIDE)

2. QUALITY OF THE PROJECT DESIGN AND

IMPLEMENTATION

… / [30]

15points

HOW TO MEET

THIS CRITERION?

(INSTRUCTIONS FOR

COMPLETING THE

APPLICATION)

ELEMENTS OF ANALYSIS OF THE AWARD CRITERION - The clarity, completeness and quality of the work programme, including appropriate phases for preparation, implementation, monitoring, evaluation and dissemination - The consistency between project objectives and activities proposed - The quality of the non-formal learning methods proposed - The quality of arrangements for the recognition and validation of participants' learning outcomes as well as the consistent use of European transparency and recognition tools - The existence and relevance of quality control measures to ensure that the project implementation is of high quality, completed in time and on budget - The extent to which the project is cost-effective and allocates appropriate resources to each activity If the project foresees mobility activities: - The appropriateness of measures for selecting and/or involving participants in the mobility activities

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Comments

AWARD

CRITERION

(E+ PROGRAMME

GUIDE)

3. QUALITY OF THE PROJECT TEAM AND THE

COOPERATION ARRANGEMENTS

… / [30]

15 points

HOW TO MEET

THIS CRITERION?

(INSTRUCTIONS FOR

COMPLETING THE

APPLICATION)

ELEMENTS OF ANALYSIS OF THE AWARD CRITERION - The extent to which:

the project involves an appropriate mix of complementary participating organisations with the necessary profile, experience and expertise to successfully deliver all aspects of the project

the distribution of responsibilities and tasks demonstrates the commitment and active contribution of all participating organisations

- The existence of effective mechanisms for coordination and communication between the participating organisations, as well as with other relevant stakeholders

Comments

AWARD

CRITERION

(E+ PROGRAMME

GUIDE)

4. IMPACT AND DISSEMINATION

… / [20]

10 points

HOW TO MEET

THIS CRITERION?

(INSTRUCTIONS FOR

COMPLETING THE

APPLICATION)

ELEMENTS OF ANALYSIS OF THE AWARD CRITERION - The quality of measures for evaluating the outcomes of the project - The potential impact of the project:

on participants and participating organisations, during and after the project lifetime

outside the organisations and individuals directly participating in the project, at local, regional, national and/or international levels

- The quality of the dissemination plan: the appropriateness and quality of measures aimed at sharing the outcomes of the project within and outside the participating organisations - If relevant, the proposal describes how the materials, documents and media produced will be made freely available and promoted through open licences, and does not contain disproportionate limitations - The quality of the plans for ensuring the sustainability of the project: its capacity to continue having an impact and producing results after the EU grant has been used up

17

Total (points) … / 100

60 points

Total (%) … % [60] %

Comments to the Agency:

(Please write here any confidential remarks you may have on the proposal)