unit p4 1 erasmus mundus action 2- partnerships paris - 30 november 2009 education, audiovisual...

Unit P4 1

ERASMUS MUNDUS

Action 2- Partnerships

Paris - 30 november 2009

Education, Audiovisual & Culture EXECUTIVE AGENCY

Anila TroshaniErasmus Mundus External Cooperation Window

Executive Agency for Education, Audiovisual and Culture

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Presentation outlines

1. EM external cooperation window: facts and figures

2. Erasmus Mundus: 1 programme – 2 mobility actions

3. Call for proposals EACEA 2009

4. Application and selection procedures

3

Erasmus Mundus I Objectives

Promoting the quality offer in higher education with a distinct European added value

Encouraging incoming mobility of third-country graduate students and scholars

Fostering structured co-operation with third-country higher education institutions

Enhancing the profile, visibility and accessibility of European higher education in the world

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External Cooperation Window objectives

Promoting institution-based cooperation in the field of higher education between the EU and third countries

Improving transparency and mutual recognition of studies and qualifications for study periods abroad

Enhancing the capacity and employability for EU and third-country academic staff and students

Building on the experience, broadening the scope, combining excellence and coperation

5 5

EMECW is : 55 partnerships

71 mobility schemes

involving more than 724 HEIs

implementing more than 13.000 mobilities

6 6

EMECW in France is :

95 partners

6 partnerships cooordinated by FR

95 HEIs participation as partner

71 outcoging mobility

670 incoming mobility

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Erasmus Mundus 2009-2013

Action 1

Joint Master and Doctoral Programmes implemented by EU and non EU universities with scholarships/fellowships for EU and non EU students/doctoral candidates and scholars for the entire duration of the joint programme

Action 3 - Attractiveness Projects,- Studies and - Information activities of EM National structures

Action 2 Large partnerships of EU and targetted non EU universities with scholarships for EU and non EU individuals at all levels of higher education, in a variety of disciplines and variable duration

ERASMUS MUNDUS II The Programme

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One programme, two mobility actions

Common aspects

1. Joint partnerships EU/3C

2. Staff and student mob.

3. Funding by lump sum / Unit costs

4. Full recognition

ActionSpecificities1. Small partnerships• All 3C2. Only postgrad

(master / doctorate)• All countries (EU and

3C)• Specific discipline• Full

course/programme duration

• Multiple mobility• Selection on

academic credentials only

3. 5 years Framework Agreement

4. Minimun double degree

Action 2 Specificities

1. Large partnerships• Targeted 3C2. All levels (in

accordance with lot)• Specific countries

EU / 3C• All disciplines• Short and long

duration

• Single mobility• Selection in favour of

“disadvantaged” groups

3. Yearly Agreement

4. Recognition by home or host institution

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A variety of actors

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EM National Structures

National Tempus Offices (NTO)

Erasmus Mundus Alumni Association

(EMA)

EU / 3C Partnerships

Commission

EU Delegations

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Erasmus Mundus Action 2 Programme budget 2009-2013

For the period 2009 – 2013:• Action 2 budget: € 460 m• Approximately 100 cooperation

partnershipsNeighbourhood 140 m

ACP 30 m

Other developing countries

240 m

Enlargement 30 m

Industrialsed countries 20 m

Erasmus Mundus Action 2Main features 2009-2013

Funded by different financial instruments amounting to 460 million EUR

EMA2-STRAND1 => development

- ENPI, European Neighbourhood Policy Instrument, DG AIDCO and External Relations

- DCI, Development Cooperation Instrument, DG AIDCO and DG External Relations

- EDF, European Development Fund, DG Development

- IPA, Instrument for Pre-Accession Assistance, DG Enlargement

EMA2-STRAND2 – contribution to excellence

- ICI, Industrialised Countries Instrument, DG External Relations

Erasmus Mundus Action 2Main features 2009-2013

Fosters- structured co-operation between HEIs in Europe and

specific targeted geographical regions of the world

- with the objective of implementing bilateral exchanges of students and university staff between Europe and these regions

Award of mobility scholarships at all levels (undergraduate, master, doctorate, post-doctorate, academic and administrative staff), for variable durations, in a variety of disciplines;

Priorities defined in consultation with the third countries concerned;

Special attention paid to socio-economically disadvantaged groups and populations in a vulnerable situation (all except ICI);

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Erasmus Mundus Action 2 : eligible regions

Neighbourhood & Russia

33M, 1225 sch

Yemen, Iran, Iraq3M, 110 sch

Asia region24.75M, 1100 sch

South Africa4.8M, 150 schArgentina

4.4M 130 sch

ICI strand 27.5M, 150 sch

ACP6M, 200 sch

W. Balkans12M, 720 sch

• Identification of thematic fields of study on the basis of regional and country needs

14

17 Partner Countries:• North America (USA, Canada)• Pacific (Australia, New Zealand)• East Asia (Japan, Republic of Korea)• South Asia (Brunei, Macau, Hong Kong,

Singapore, Chinese Taipei)• Gulf Countries (Bahrain, Kuwait, Oman, Qatar,

Saudi Arabia, United Arab Emirates)

Erasmus Mundus Action 2 : eligible regions

Lots with ICI

Who can participate?

- European HEIs holding an Erasmus Charter (coordinator/partner)- Third-countries HEIs registered and recognised in one of the

country of the Call (partner)- Other organisations (associate)- European students and staff registered in one of the universities

member of the partnership (TG1) - Third country students and staff ( in general 70% of total

mobility): - nationals registered in a partner HEI of the partnership (TG1) - nationals not registered in a partner HEIs in the partnership and

having obtain the degree in a HEI in the countries of the partnership(TG2)

- nationals of the Third-countries of lot who are in particularly vulnerable situations, for political or economic reasons or because of physical disabilities (TG3).

Erasmus Mundus Action 2 –eligible participants

What type of mobility , distribution, duration?

Undergraduates 30-40% 1 sem. to 1 acad year

Masters 20-30% 1 sem. to 2 acad years

Doctorates 15-20% 6 - 34 months Post-doctorate fellowships 5-15% 6 - 10

months Staff 5-15% 1 - 3 months

(only TG1)

- The distribution of the mobility varies according to the geographical windows/lot

- Respect the distribution

Erasmus Mundus Action 2 –eligible mobility

Partnership :

• Minimum : 5 EU HEIs from at least 3 EU countries + TC HEI depending in the lot + at least one HEI• Maximum size: EMA2-STRAND1- 20 eligible partners (incl. the applicant); EMA2-STRAND1- 12 eligible partners (incl. the applicant)

- Minimum size of the partnership varies according to the geographical windows/lot

Erasmus Mundus Action 2 –eligible partnership

Memorandum of Understanding • role and involvement of partners• specific academic arrangements• procedures for selection of candidates

Organisation of mobility

Visibility and communication strategy • Identification of Target Groups • Identification of appropriate measures, inside

and outside the partnership, to attract potential candidates

Transparent and fair selection mechanisms Respecting:Equal opportunities, academic merit, gender-balance Participation of disadvantaged groups Providing:Selection timing, guidelines for selection of students, documents to be submitted, admission criteria

Academic recognition• Diplomas and degree recognition• Diploma Supplement• Credit transfer (ECTS) or other compatible

system

Sustainability strategy• Impact on target groups• Multiplier effects and capitalisation of project

results and dissemination activities• Strategy for brain drain prevention

Erasmus Mundus Action 2 –eligible activities

The implementation refers to the students/staff individual mobility. It coincides with the period spent at the hosting universities in order to undertake the foreseen studies and to follow the academic planning.

Project start :15/06/2010 Latest possible start: 31/12/2011 For staff : throughout eligible period

Implementation of the individual mobility

Erasmus Mundus Action 2 –eligible activities

Lump sum for organisation of the mobility

(Flat rate of 10.000€ per eligible participating institution)

Unit costs to cover the implementation of the mobility

– Travel costs (in accordance with distance : from 250 to 2,500 €)

– Monthly allowance (from 1,000 to 2,500 €)

– Tuition fees (from « fee waiver » to 5,000 € / academic year)

– Insurance costs (75 € / month abroad)

Financial

Erasmus Mundus Action 2 –financing

Financial capacity

Stable and sufficient sources of finance to maintain the activity throughout the period during which the action is being carried out and, where appropriate, to participate in its funding

Technical capacity

Management capacity, professional competencies and qualifications required to successfully complete the proposed action. This also applies to any partner of the partnership

Erasmus Mundus Action 2 –Selection criteria

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“”several objectives of the call not mentioned”

“the declared main aim is the harmonization of the European and Asia

nHEI which looks too ambitious for a project based on mobility”

“results are overestimated”

”the needs and constraints of the countries are not well developed”

“The proposal fully addresses the specific objectives…it is

comprehensively explained how the project will work at academic level as

well as to contribute to the socio-economic development”

““backed by the commitment of the

local HE authorities”

« …action opposing the risk of brain-drain »

1. Relevance (25%)• potential to foster structured cooperation, to develop higher education teaching and

learning capacity and to build the management capacity of HEIs in the third countries; • needs and constraints of the target groups and country/countries;• thematic needs and how they fit into the development strategies and the impact on HEIs

in third countries;• cross-cutting issues such as equal opportunities, gender balance, social equity and the

programme's possible brain-drain effects.

EM Action 2 – STRAND1Award criteria

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““European partners have a large

experience, but no details are provided for Asian universities”

“Partners from less developed regions have not much experience in international cooperation. The

partnership consists of …partners with enough technical experience and

management capacity to implement the activities envisaged”

Transparent structure in operational level and decision making

2. Quality (65%) 2,1 - Partnership composition and cooperation mechanisms (20%)• applicant and partners operational capacity, their experience in the management of

international projects;• partners' level of involvement and participation; distribution of the mobility activities• quality and reliability of the cooperation and communication mechanisms (Memorandum

of Understanding).


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“the involvement of each of the partners is not detailed”

“No details about the distribution of grants among the partners”

“the process will be monitored and evaluated only internally in each

institution”

- 2,2 Organisation and implementation of the mobility (25% )• internal management for implementation of mobility cost /effectiveness balance• relation between the mobility flows and the thematic expertise of the partner

institutions & the profile of the students• academic recognition &quality assurance monitoring & quality control• procedures and criteria for the selection of students • visibility & awareness rising;

“transparent structure in operational level and decision making”

“more information on management strategy is needed”

“Specific tasks of the partners well defined “

Comprehensive description of application and selection procedures”


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““More details needed about visa

procedures… and language provisions ”

“the partnership does not provide suficient infromation about the

students agreements “

2,3 Student / staff facilities and follow-up (20%)– Student agreement;– Learning agreement describing the programme of study abroad and how its

existence facilitates academic recognition; – Practical arrangements for the reception of incoming students and staff– Integration of staff in the study programme and training plans

“the partnership has agreed to develop a learning Platform which may be really

helpful for students”

“the partnership has foreseen intercultural and language session in

order to facilitate theintegrati on of students “

“tutoring system is foreseen for the students in all hosting institutions”


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“No information how the results will be

dissemiated ”

“The information provided about the impact

are very general, no reference is given about what exactly one or the other

institution can offer”

“Brain drain is tackled but the general policy is left in the hands of governments

”

“the commitment of governmental institutions and prominent

associates ensures impact at individual institutional level “

“clear strategy for dissemination of project results and important role of

associates in this framework””

“The measures proposed to limit the risk of brain drain seem effective

and reasonable

“

3. Sustainability (10%)• Impact on its target groups and at institutional level• Multiplier effects and plan for capitalisation of the project results and

dissemination activities• Potential to continue activities after EU financing


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“”several objectives of the call not mentioned”

“the declared main aim is the harmonization of the European and Asia

nHEI which looks too ambitious for a project based on mobility”

“results are overestimated”

”the needs and constraints of the countries are not well developed”

“The proposal fully addresses the specific objectives…it is

comprehensively explained how the project will work at academic level as

well as to contribute to the socio-economic development”

“the project tackles all thematic fields identified for the region

“”

• 1. Relevance (25%) • Geographical coverage of the partnership; • Significance for the relationship between European Union and the

Third-Countries/Territories (see thematic fields of the respective Guidelines to the Call for proposals).


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2. Contribution to excellence (25%)• contribution to educational quality, excellence and transfer of

knowledge and know-how;• potential to foster institutional cooperation, to develop higher

education teaching and learning capacity of students , researchers in view of further study professional opportunities;

• strategy for covering different thematic fields, and the impact on the participating institutions in these countries


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2. Quality (5O%) 2,1 - Partnership composition and cooperation mechanisms (15%)• applicant and partners operational capacity, their experience in the management of

international projects;• partners' level of involvement and participation; distribution of the mobility activities• quality and reliability of the cooperation and communication mechanisms (Memorandum

of Understanding).


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““No details about the distribution of

grants among the partners”

“the process will be monitored and evaluated only internally in each

institution”

“More details needed about language provisions ”

- 2,2 Organisation and implementation of the mobility (20% )• internal management for implementation of mobility cost /effectiveness balance• relation between the mobility flows and the thematic expertise of the partner

institutions & the profile of the students• academic recognition &quality assurance monitoring & quality control• procedures and criteria for the selection of students • visibility & Awareness rising;• Sustainability strategy

“transparent structure in operational level and decision making”

“more information on management strategy is needed”

“Comprehensive description of application and selection procedures”



Erasmus Mundus Action 2 – Award criteria

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““More details needed about visa

procedures… and language provisions ”

“the partnership does not provide suficient infromation about the

students agreements “

2,3 Student / staff facilities and follow-up (15%)– Student agreement;– Learning agreement describing the programme of study abroad and how its

existence facilitates academic recognition; – Practical arrangements for the reception of incoming students and staff– Integration of staff in the study programme and training plans



“the partnership has foreseen intercultural and language session in

order to facilitate theintegrati on of students “

“tutoring system is foreseen for the students in all hosting institutions”


Implementation Principles• Programme Guide + Annual Calls for Proposals +Annual

Guidelines to the Call

. Strong support role of Erasmus Mundus National Structures, EC Delegations

Involvement of a variety of actors• The Executive Agency checks eligibility and selection criteria

• The EU Delegations in third countries

– check the eligibility status of the third country HEIs involved (in Action 1 and 2 proposals)

– Assess the relevance of the proposals in accordance with the regional priorities

• Independent Experts assess the quality of the proposal in relation with the award criteria

Erasmus Mundus Action 2 –application and selection procedure

Peer Review

• Proposal assessed by independent experts

– Selected from the Agency’s Call for expression of Interest

– Two individual assessments followed by a “reconciliation” (/joint/consolidated assessment) and, if divergence between the two experts, the involvement of a third expert

– Experts’ expertise in international cooperation in HE + involvement of experts from the target countries

• Evaluation committee composed from EACEA and DG respsonsible, EC delegations who helps in the evaluation

The Application and selection procedure

Transparent and Objective

• Proposals assessment based exclusively on the selection and award criteria (eligibility and exclusion criteria must be fulfilled in order for the proposal to be assessed)

• Experts Assessment Manual published on the Agency website prior to the experts’ panel

• Communication of assessment results and experts comments to all applicants


Receive application

Process / check eligibility

Expert1

Expert2

Experts’ Panel

Selection Decision /Contractualisation

Consortium / Partnership

Applicant

Partners

PartnershipPromotion

Phase 1

Students


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Tips an Advices

Success can not be guaranteed, but …..– Focus mainly in the thematic fields defined in the Call

although the needs of partners might slightly differ– Be aware of management capacity, academic offers of the

partners while designing the mobility flows;– Explain cooperation mechanisms among the partners ,

explore synergies and complementarities and make them explicit so that added value of the cooperation becomes clear

– Draw on the experience and the capacity of partners who have been involved in earlier or other international grant programs; make clear how the non EU partners without such experience will manage the project

– Explain in detail issues such as recognition, student recruitment strategies, students support, role of staff mobility

– Impact at individual and institutional level – capacity building of third countries HEIs to manage international projects

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• Have your project clearly in mind before– starting to read the Guide in detail– starting to complete the application form

• Submitting a good proposal is the easy part. Implementing an excellent trans-national mobility it is more difficult.– Ensure you have the full support of your institutions– Ensure a good balance of responsibilities and tasks between

partners.• Get advice from colleagues experienced in managing

inernational programmes (in EM or other programmes)• Pay attention to the details• Be concrete / give examples / avoid vague statements• Do not assume; what is in your mind and not in the application

cannot be assessed.• Use tables, graphics, flowcharts to illustrate your programme

structure, the mobility tracks, the organisational aspects, etc.

Tips an Advices

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• Coherent in its entirety (contradictions are lethal!) • Simple : a few well chosen words can often replace a long

and vague explanation• Evidence Based : use examples, justify your needs analysis,

bring proofs • Clear : the expert should not end his/her reading with an

headache ! Follow the application form questions and answer them in the right order

• Explicit : do not take anything for granted; experts cannot read your mind

• Rigorous : the application is the basis on which your joint programme will be build and monitored; it is also the cornerstone of your institutional commitment

• Circumscribed : stick to what is asked.• Complete : ensure (twice) you have followed all the

submission instructions attached to the application and that the form is duly signed IN ORIGINAL

A good proposal is:

EM ECW: Management experiences

Changing geographical priorities require flexibility of the applicant;

Promoting regional cooperation as defined in the Calls is challenging;

Addressing target group 2 and 3 requires engagement and support of all partners involved;

Size of partnerships is complex and requires close follow up;

Selection procedures for applicants must be transparent;

Distribution of mobility flows need to be balanced; Deadline to start mobility flows have to be adjusted

to academic years of numerous HEI systems worldwide; Mobility flows per type may change during the

implementation phase; Recognition of study period abroad needs to be

formalised.

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Executive Agency for Education, Culture and Audiovisual [email protected] http://eacea.ec.europa.eu//erasmus –mundus

DEADLINE : 30 April 2010

Help and offer support

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Education, Audiovisual & Culture EXECUTIVE AGENCY

THANK YOU !

unit p4 1 erasmus mundus action 2- partnerships paris - 30 november 2009 education, audiovisual...

Documents

erasmus mundus action

large partnerships of

eu universities

eu individuals

incoming mobility slide

culture slide

unit p4

world slide