1 National Information Day Homs, 1 March 2009 Deirdre Lennan, DG Education and Culture...

1

National Information Day

Homs, 1 March 2009

Deirdre Lennan, DG Education and Culture

[email protected]

PRESENTATION IN THREE PARTSPRESENTATION IN THREE PARTS

1. Part I: Basic features of Tempus IV

2. Part II: Results of the First Call

3. Part III: Second Call Parameters

4. Part IV: Main Novelties in Second Call

BASIC FEATURES (I)BASIC FEATURES (I)

Objectives:

To establish an area of cooperation and modernisation in higher education between the European Union (EU) and the partner countries in the surrounding area, including Central Asia.

Strong linkage with EU higher education

policies (Lisbon and Bologna).

BASIC FEATURES (II)BASIC FEATURES (II)

Focus on:

Institutional cooperation.

Strong involvement of national authorities (in the definition of priorities, the selection of projects and during impact assessment).

Strong linkage with EC Delegations in partner countries (liaising with authorities, selection of projects).

BASIC FEATURES (III)BASIC FEATURES (III)

Approach:

Bottom-up programme mainly implemented through calls for proposals seeking projects targeting reforms in higher education institutions and/or systems.

Strong accent on relevance, dissemination, sustainability and exploitation of results.

Complements Erasmus Mundus and External Cooperation Window (mobility programme).

BASIC FEATURES (IV)BASIC FEATURES (IV)

Local Support:

National Contact Points in EU Member States

National Tempus Offices in Partner Countries (PCs)

Teams of Higher Education Reform Experts in partner countries are part of new strategic activities launched to support and facilitate institutional reforms in PCs

Out of 530:

13% Structural Measures (new parameters, ambitious objectives, need more coordination with national authorities)

87% Joint Project (most familiar & interesting for academics)

52% = Joint Projects curricular reform

42% National projects (i.e. involving only 1 Partner Country)

58% Multi-country projects (i.e. involving more than one Partner Country. JEP 2006 = 10% Multi Country)

First Call in 2008: Type of Proposals

Joint Projects Curriculum Reform: academic disciplines balanced between soft sciences/humanities & hard sciences.

Structural Measures; few submitted, difficult

aim of reforming HE at national level, need strong support and involvement from ministry responsible for HE

High regional and cross-regional cooperation in multi-country proposals; even among partner countries in politically difficult situations

First Call: Type of proposals

530 proposals (average grant = 1 m €)

85 not eligible (new parameters)

262 passed academic assessment (50%)

160 passed technical assessment (30%)

126 in consultation (24%) (avg = €1 m budget, 10 partners)

76 projects funded (overall success rate: 15%)

First Call: Selection Statistics

First Call: Overview of selection progress

530

445

262

195160

126

76

0

100

200

300

400

500

600

1

Proposals Received

Underwent AcademicAssessment

Passed AcademicAssessment

Underwent TechnicalAssessment

Passed both assessements

Sent to consultation

Likely to fund

First Call: External Assessors’ Feedback

Part of application best completed?

Logical Framework Matrix

Work Plan

Needs analysis

Description of partner institutions

Project summary


Part of application worst completed?

Sustainability & dissemination

Outcome & activity tables

Quality control, monitoring and management

Budget


What was most difficult to assess?

Value for money

Appropriate equipment

Academic content is relevant and up-to-date

Are technologies really necessary

Ownership of project and high motivation of partners

Conclusion

Important in Second Call:

Relevance

Sustainability

Impact

Mandatory involvement of ministry of education in SM projects

Cost effectiveness (staff cost ceiling, increase in co-financing)

The Syrian 1st call successes

University Chair on Innovation in 5 MEDA countries (Aleppo University)

Advanced Curriculum on Intelligent Transport System by means of ICT (Al-Baath University, Aleppo University, Damascus University, Tishreen University, Mamoun Private University for Science and Technology, Ministry of Transportation, Syrian Engineering Association, Municipalities of Homs and Aleppo)

Assurance Qualité dans les Instituts intermédiaires en Syrie (Al-Baath University, Aleppo University, Damascus University, Tishreen University, Ministry of Higher Education)

2 Joint Projects and 1 Structural Measures

Part II: SECOND CALLPart II: SECOND CALL

A range of themes are defined based on the EU higher education modernisation agenda.

The Tempus IV themes concentrate on higher education curriculum reform, governance and links with society.

National and Regional priorities are selected from the list of themes.

THEMESTHEMES

Curricular reform: ECTS, 3 cycles, diploma supplement

Governance reform University management; quality assurance; autonomy & accountability; equal access to HE; international relations.

Higher Education and Society Training; partnerships with enterprises; knowledge triangle; lifelong learning; qualifications frameworks

PRIORITIES PRIORITIES

National priorities Defined by the Ministries of Education and

selected from the overall programme themes

Regional Priorities for multi-country Extracted from strategic documents of

European Commission regarding region and/or Partner Countries

New element introduced in Second Call

PRIORITIES (II)PRIORITIES (II)

Strict adherence to eligibility criteria re priorities:

National priorities for national projects (projects involving one single PC)

Regional priorities for multi-country projects (projects involving at least two PCs)

Multi country projects are also eligible if they address a theme which is a national or regional priority that is common to all participating PCs. i.e. Lifelong Learning in AZ (regional) & TJ (national)

National Priorities – Joint Projects

CURRICULAR REFORM GOVERNANCE REFORM HIGHER EDUCATION AND SOCIETY

Intro

du

ction o

f 3 cycle syste

m

EC

TS

and

reco

gn

ition o

f deg

ree

s

Mo

de

rnisa

tion

of curricu

la

Discip

line

s

Unive

rsity ma

nag

em

en

t and

stude

nt service

s

Intro

du

ction o

f qua

lity assura

nce

Institu

tion

al an

d fin

an

cial au

tono

my a

nd

acco

un

tability

Equ

al a

nd tra

nsp

are

nt acce

ss to h

igh

er ed

ucatio

n

Deve

lop

me

nt of in

tern

atio

nal re

latio

ns

Train

ing

of no

n-u

nive

rsity tea

che

rs

Deve

lop

me

nt of p

artn

ersh

ips with e

nte

rprise

s

Kno

wle

dge

triang

le: ed

uca

tion-in

nova

tion-re

search

Train

ing

cou

rses fo

r pub

lic service

s (min

istries, reg

ion

al/lo

cal au

tho

rities)

Deve

lop

me

nt of life

long

lea

rning

in so

ciety at la

rge

Qua

lificatio

ns fram

ew

orks

Partner country

Partn

er Co

un

try

Syria x x x x x

National Priorities – Structural MeasuresNational Priorities – Structural Measures

GOVERNANCE REFORM HIGHER EDUCATION AND SOCIETY

University

management and student services

Introduction of

quality

assurance

Institutional and financial autonom

y and accounta

bility

Equal and

transparent access

to higher

education

Development of

internatio

nal relations

Training of non-

university teachers

Development of

partnerships with

enterprises

Knowledge

triangle: educatio

n-innovatio

n-research

Training courses for

public services

(ministries, regional/loc

al authorities)

Development of

lifelong

learning in society at large

Qualifications

frameworks

Partner Country

SYRIA X X x X x

Regional Priorities – Joint Projects (I)

Curricula reform (modernisation of curricula (w/l ECTS structure)

Western Balkans (IPA)

Education/pedagogy (incl. Primary and secondary teacher training), vocational education and training, rural development, law and good governance (incl. Human rights)

Eastern Neighbouring Area (ENPI East)

Law and good governance (incl. Human rights), health, education, energy, environment (inc. Climate change), transport, information society, business and entrepreneurship, tourism

Southern Neighbouring Area (ENPI South)

Law and good governance (incl. Human rights), health, education, energy, environment (inc. Climate change), transport, information society, business and entrepreneurship, tourism

Central Asia (DCI)

Education/pedagogy, Law, Good governance, Water, Energy, Environment

Regional Priorities – Joint Projects (II)

REGIONAL

PRIORITIES

Region

Western Balkans (IPA) X X X X X X X


X X X X X X


X X X X X X

Central Asia (DCI) X X X X X

Dev

elop

men

t of i

nter

natio

nal

rela

tions

Intr

oduc

tion

of q

ualit

y as

sura

nce

Inst

itutio

nal a

nd fi

nanc

ial

auto

nom

y an

d ac

coun

tabi

lity

Uni

vers

ity m

anag

emen

t and

st

uden

t ser

vice

s

Equ

al a

nd tr

ansp

aren

t acc

ess

to h

ighe

r ed

ucat

ion


Dev

elop

men

t of l

ifelo

ng

lear

ning

in s

ocie

ty a

t lar

ge

Qua

lific

atio

ns fr

amew

orks

Kno

wle

dge

tria

ngle

: edu

catio

n-in

nova

tion-

rese

arch

Tra

inin

g co

urse

s fo

r pu

blic

se

rvic

es (

min

istr

ies,

re

gion

al/lo

cal a

utho

ritie

s)

Tra

inin

g of

non

-uni

vers

ity

teac

hers

Dev

elop

men

t of p

artn

ersh

ips

with

ent

erpr

ises

xx

Regional Priorities – Structural Measures

REGIONAL

PRIORITIES

Region

Western Balkans (IPA) X X X X X X X


X X X X X X X


X X X X X X X

Central Asia (DCI) X X X X X X

Dev

elop

men

t of i

nter

natio

nal

rela

tions

Intr

oduc

tion

of q

ualit

y as

sura

nce

Inst

itutio

nal a

nd fi

nanc

ial

auto

nom

y an

d ac

coun

tabi

lity

Uni

vers

ity m

anag

emen

t and

st

uden

t ser

vice

s

Equ

al a

nd tr

ansp

aren

t acc

ess

to h

ighe

r ed

ucat

ion


Dev

elop

men

t of l

ifelo

ng

lear

ning

in s

ocie

ty a

t lar

ge

Qua

lific

atio

ns fr

amew

orks

Kno

wle

dge

tria

ngle

: edu

catio

n-in

nova

tion-

rese

arch

Tra

inin

g co

urse

s fo

r pu

blic

se

rvic

es (

min

istr

ies,

re

gion

al/lo

cal a

utho

ritie

s)

Tra

inin

g of

non

-uni

vers

ity

teac

hers

Dev

elop

men

t of p

artn

ersh

ips

with

ent

erpr

ises

2 TYPES OF ACTIONS2 TYPES OF ACTIONS

Joint Projects, implemented at institutional level to reform curricula, improve university governance, create more links with society.

Structural Measures, implemented at national level for the development and reform of national higher education structures and systems in PC (Ministries must

be “associated partners” – can only receive travel costs &

per diems)

Joint Project ActivitiesJoint Project Activities

CURRICULAR REFORM

Adapt, modernise and restructure existing curricula with a focus on content, structure, teaching methods and the use of new teaching materials.

Establish study programmes with a double or multiple degree or a joint degree;

Establish links with the labour market.

GOVERNANCE REFORM Modernise the capacity, management and

governance of higher education institutions

Promote a quality assurance culture

HIGHER EDUCATION AND SOCIETY

Strengthen the role of higher education institutions in society at large

Address the "knowledge triangle" of education, research and innovation (project must not focus on research)

Encourage links between higher education

institutions and the labour market

Joint Project Activities (II)Joint Project Activities (II)

Structural Measures ActivitiesStructural Measures Activities

GOVERNANCE REFORM Licensing, Accreditation, Qualification frameworks, Quality assurance, Autonomy

HIGHER EDUCATION AND SOCIETY Links between different sectors of education, Links with the world of work, Capacity building for public administration

GRANT SIZE = € 500 000 to € 1 500 GRANT SIZE = € 500 000 to € 1 500 500500

for both Joint Projects and Structural Projects. Need to prove cost effectiveness!

Minimum grant size for national projects from Central Asia, Montenegro and Kosovo lowered to € 300,000.

PROJECT DURATION = up to 36 PROJECT DURATION = up to 36 monthsmonths

ELIGIBLE PARTNERSHIPSELIGIBLE PARTNERSHIPS

National projects: minimum of 6 HE institutions 3 from Partner countries, 3 from 3 different EU countries.

Multi-country projects: minimum of 7 HE institutions 2 from each Partner country (minimum 2 PC

x 2) 3 from 3 different EU countries

Exception: Montenegro and Kosovo only 1 HE institution

ELIGIBLE APPLICANTSELIGIBLE APPLICANTS

Joint Projects: State-recognised public or private HE institutions

(either in EU or PC) Associations, organisations or networks of HE

institutions

Structural Measures: State-recognised public or private HE institutions

(either in EU or PC) Associations, organisations or networks of HE

institutions Rector/teacher/student organisations (not

ministries)

ELIGIBLE PARTNERS ELIGIBLE PARTNERS

State-recognised public or private HE institutions (either in EU or PC)

Associations, organisations or networks of HE institutions

Rector/teacher/student organisations Non-governmental organisations Social partner and their training organisations Private and public enterprises Research institutions Public administrations, ministries or

national/regional authorities, as “Associated Partners”

ELIGIBLE COSTSELIGIBLE COSTS

Staff costs: max 40% of total eligible direct costs for academic and admin staff use maximum

daily rates (see tables in Annexes 1 & 2 of Call)

Travel and subsistence: Student mobility – up to 3 months (see tables in Annex 3 with cost of stay)

Equipment and supplies: max. 30% of total direct costs

Printing and publishing & “other costs”

FINANCINGFINANCING

Tempus grant:

Up 90% of total eligible direct costs Up to 7% of total eligible direct costs

Co-Financing from consortium resources:

At least 10 % of total eligible direct costs

NB: Percentage calculations are always based on total eligible direct costs.

AVAILABLE BUDGET

Southern Mediterranean (ENPI South): € 11.4 million

Eastern Europe/Caucasus (ENPI East): € 11.4 million

Bilateral allocation for Russia: € 8 million.

Western Balkans (IPA): € 17.7 million

Central Asia (DCI): € 4.5 million

NB: No individual country allocation except for bilateral allocation to Russian Federation

PRIORITY GIVEN TO PROJECTS THAT:PRIORITY GIVEN TO PROJECTS THAT:

Demonstrate a wider impact on higher education institutions and systems - Structural Measures

Involve a representative number of higher education institutions from a partner country

Promote regional cooperation

Involve non-academic consortium members.

Demonstrate a strong institutional and individual capacity building process.

Demonstrate that they actively involve students

Award CriteriaAward Criteria

Relevance (25 points)

Financial and operating capacity (20 points)

Methodology (25 points)

Sustainability (10 points)

Cost effectiveness (20 points)

Different Partnership requirements (increased / simplified)

Regional priorities are introduced

Ministries can be “associated partners” but not applicants or partners (can receive limited costs)

Co-financing increased to 10% of total direct costs

Ceiling for staff costs of 40% of total direct costs

Part III: Main Novelties (I)

Strict adherence to either national or regional priorities

Ministries responsible for Higher Education must be involved in Structural Measures projects as “Associated Partner”

Slightly different evaluation criteria

Emphasis placed on relevance, impact, cost- effectiveness and sustainability

Main novelties (II)

2nd Call: Selection Schedule

28 January Publication of call for proposals

28 April Proposal reception and response to questions

Beg May Reception notices sent to applicants; verification of data and duplicates

June - July Single Assessment by external assessors (from EU and partner countries)

End August Launch of consultation of short-listed projects with Tempus Offices, EC Delegations, Ministries

Mid Sept Feedback from ministries, Delegations, NTOs

Sept - Oct Preparation for selection panels & final decision on funding projects

Nov - Dec Preparation and sending of grant agreements

THANK YOU FOR YOUR ATTENTION!

TEMPUShttp://ec.europa.eu/tempus

Send your questions to: [email protected]

mailto:[email protected]

ERASMUS MUNDUS /

EXTERNAL COOPERATION WINDOW

ERASMUS MUNDUS/ EXTERNAL COOPERATION WINDOW

OBJECTIVES Mobility programme to promote institutional

cooperation in higher education between EU and third-countries

To improve transparency and mutual recognition of studies and qualifications for study periods abroad

To enhance academic staff and students capacities and employability


ACTIVITIES FINANCED

Organisation of mobility and transfer of know-how and best practices

Implementation of individual mobility for students (undergraduate, Master, Doctorate, Post-graduate) and academic staff for the purpose of studying, teaching, training and research abroad

Two-way mobilities (to and from the Partner Countries)


Partnership requirements

At least 5 European HEI (holding an Erasmus Charter) + 1 HEI from each of the third-countries covered in the geographical lot (exceptions for lots with particular difficulties)

Maximum 20 eligible partners (incl. the applicant)

The same partnership can apply to 4 lots max


Planned duration Planned duration of projects: max 48 months

Preparatory activities: from 15 July 2009

Mobility up to 34 months

All individual mobilities must start at the latest by 1st September 2010

List of selected students and academic staff to be provided by 1st April 2010


2009 CALL FOR PROPOSALS: M€ 163,5

Targeted third countries: Neighbourhood countries M€ 29 Western Balkans M€ 8,5 Middle-East M€ 3 Central Asia M€ 5 Asia: Regional Asia (2O), India (19) and China (26)

Latin America: Brazil (9,3), Argentina (2,1), Regional Latin America (41,6)


FINANCINGFinancing for consortia: from 2,1 to 5,3 million Euros:

Organisation of mobility: 10,000€ per university, per lot Scholarships: travel, living allowance, full insurance, fees

(limited or Erasmus fee waiver) Undergraduate + Master scholarship: € 1000/month + tuition

fees (€3.000) + insurance (€75/ month) Doctorate scholarship: € 1500/month + tuition fees (€3.000)

+ insurance (€75/ month) Post doctorale scholarship: € 1800/month + tuition fees

(€5.000) + insurance (€75/ month) Academic staff fellowship: € 2500/month + insurance (€75/

month)


TARGET GROUPS TARGET GROUP 1: Students and academic staff

registered in a university member of selected consortium

TARGET GROUP 2: Nationals of an eligible third country, enrolled in (or having obtained a university degree from) a university of these countries, but not member of the selected consortium

TARGET GROUP 3: Nationals of an eligible third country in a particularly vulnerable situation (e.g refugees, asylum seekers)


How to obtain a scholarship

Selection of students & academic staff is the responsibility of the selected partnerships

The student / scholars selection criteria must: be common to all members of the partnership be communicated to potential applicants in

advance comply with the principles of transparency and

equality of treatment


2009 CALL FOR PROPOSALS

Budget : EUR 163.5 M Mobility: approx. 6000 students Publication: December 2008Submission of proposals: 13 March 2009

http://eacea.ec.europa.eu/extcoop/call/2008/index_en.htm_



ERASMUS MUNDUS II

Erasmus Mundus II (2009-2013) will integrate: Erasmus Mundus Erasmus Mundus External Cooperation Window

Erasmus Mundus II will fund: Action 1 : joint masters and joint doctoral

programmes Action 2: mobility scheme between EU and

targeted non European countries (the current External Cooperation Window)

Action 3: projects to enhance the attractiveness of EU Higher Education in the world

ERASMUS MUNDUS II

Action 1: Scholarships (1)

Offered in at least 3 EU countries Mobility: study period in at least two institutions Scholarships for non EU students: max 24,000 €

per year Scholarships for EU students: max 13,000 € per

year Mobility grants for scholars: max 14,400 € for a 3

month stay Doctoral fellowship: between € 61 200 and €129

900 (depending on category, lab. or type of recruitment

ERASMUS MUNDUS II

Action 1: Scholarships (2)

Joint doctoral programmes + fellowships Joint admission, selection and exam criteria Inclusion of non EU universities in joint masters

and doctoral programmes Obligatory mobility Award of double, multiple or joint degrees Selected for five years Deadline for submission of proposals: 30 April 09 List of selected Masters (for students to apply):

http://ec.europa.eu/education/programmes/mundus/projects_en.html



ERASMUS MUNDUS II

Action 2: Partnerships (ex- « External Cooperation Window »)

Scholarships for non EU and EU nationals of varying length (3 months to 3 years)

Scholarships for bachelor, master, doctorate and post-doctorate students and HE staff (training, teaching, research)

Mobility not linked to specific programmes (all programmes on offer in partnerships can be followed)

Use of Erasmus mobility features and instruments Selection by universities

ERASMUS MUNDUS II

Action 3: Promotion of European Higher Education

Projects aimed at enhancing the attractiveness, profile, image, visibility and accessibility of EU HE

Projects relating to the international dimension of HE (promotion, QA, credit recognition, mutual recognition of qualifications, curriculum development, mobility, quality of services…)

Promotion of the programme and its outputs Conferences, seminars, workshops, studies,

analyses, pilot projects, prizes, international networks Public/private bodies active in HE

(EU and non-EU)

THANK YOU FOR YOUR ATTENTION!

TEMPUShttp://ec.europa.eu/tempus Send your questions to: [email protected]

ERASMUS MUNDUS/ EXTERNAL COOPERATION WINDOWhttp://eacea.ec.europa.eu/extcoop/call/index.htm

ERASMUS MUNDUS IIhttp://eacea.ec.europa.eu/static/en/mundus/erasmus_mundus_2009_2013_en.htm

Send your questions to:[email protected]


http://eacea.ec.europa.eu/extcoop/call/index.htm

http://eacea.ec.europa.eu/extcoop/call/index.htm

http://eacea.ec.europa.eu/static/en/mundus/erasmus_mundus_2009_2013_en.htm

http://eacea.ec.europa.eu/static/en/mundus/erasmus_mundus_2009_2013_en.htm



1 National Information Day Homs, 1 March 2009 Deirdre Lennan, DG Education and Culture...

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