Key Action 1Higher Education Mobility between Programme and Partner countriesInternational Credit Mobility WorkshopDavid Hibler22 September 2015

Introduction• Context and opportunity

• Budgets and finance

• Regulation and balance

• Application and assessment

Context and Opportunity

Erasmus+ is now opening up the same mobility opportunities that are between Programme Countries, to Partner Countries allowing for mobility from and to other parts of the world.

• The aim is to ensure high quality mobility activities with maximum impact.

• Emphasis on inbound mobility.

• Decentralised action managed by National Agencies located in Europe.

• Follows the same principles as KA103.

What is International Credit Mobility?

• Bring the outside world into your institution from incoming students and staff.

• Provide an expanded international offering.• Raise awareness of your institution with

international students.• Offer funding to support staff

mobility/professional development to establish strong connections with new institutions for future courses and partnerships.

• Act as a ‘soft trial’ for partners and international mobility beyond Erasmus+.

Why apply?

Who can apply?• At least two participating organisations from

different countries. Yours in Programme country and Partner in Partner country.

• A higher education institution from a Programme Country can only submit one application if they are applying as an individual institution. However, they can also apply for international credit mobility as part of a consortium, in which case it is your responsibility to prevent double funding of the same mobility should the two channels be used simultaneously.

• Erasmus Charter for Higher Education (ECHE) – for Partner countries, the principles of the Charter are embedded in the Partner inter-institutional Agreements.

• Partner inter-institutional Agreements to set mobility flows and preconditions – to be signed before mobility begins.

• Learning Agreement for students and Mobility Agreements for staff.

Erasmus+ Quality Framework

Student and Staff Mobility

• Study mobility to partner HEI

Mobility for

students• Teaching at a partner HEI• Training events

(excluding conferences)Mobility for staff

For students undertaking foundation, undergraduate, postgraduate or doctorate degree; and staff employed by a HEI.

Activity duration for student mobilities: • 3 to 12 months (minimum duration of a study period is 3 months,

or 1 academic term or trimester)

• Student traineeship mobilities are not eligible for 2015/16

The same student may participate in mobility periods totalling up to 12 months maximum per each cycle of study. Participation with zero grant also counts towards this maximum duration.

Activity duration for staff mobilities:• For staff – from 5 days to 2 months (minimum of 8 hours teaching

required per week)

Student and Staff Mobility

Budgets and finance

2015 Call - € 10,287,298 million4 Instruments10 Budget Envelopes• European Neighbourhood Instrument (ENI):

Eastern Partnership, South Mediterranean, Russian Federation (3)

• Instrument for Pre-Accession (IPA): Western Balkans (1)

• Development Cooperation Instrument (DCI): Asia, Central Asia, Latin America, South Africa (4)

• Partnership Instrument (PI): Industrialised Americas, Industrialised Asia (2)

Instruments and Envelopes

10 Budget Envelopes in 2015

22%

16%

10%

5%

14%4%1%

18%4% 5%

Budget % by envelope ENP SOUTH

ENP EAST

Total Russia

Latin America

Asia

Central Asia

South Africa

IPA

USA Canada

Asia industrialised

UK Budget Allocation 2015 Call (UK 8.1%)Envelopes/

Regions Countries UK Budget 2015

Approximate number of credit mobilities 2015

ENI Eastern Partnership

Armenia, Azerbaijan, Belarus, Georgia, Moldova, Territory of Ukraine as recognised by international law

€ 1,615,419 258

ENI South Mediterranean

Algeria, Egypt, Israel, Jordan, Lebanon, Libya, Morocco, Palestine, Syria, Tunisia

€ 2,138,723 342

ENI Russian Federation

Territory of Russia as recognised by international law

€ 1,001,661 160

IPA Western Balkans

Albania, Bosnia and Herzegovina, Kosovo, Montenegro, Serbia

€ 1,808,318 289

Envelopes/ Regions Countries UK Budget Approximate number of

credit mobilities 2015

DCI Asia

Afghanistan, Bangladesh, Bhutan, Cambodia, China, DPR Korea, India, Indonesia, Laos, Malaysia, Maldives, Mongolia, Myanmar, Nepal, Pakistan, Philippines, Sri Lanka, Thailand, Vietnam

€ 1,392,461 223

DCI Central Asia

Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan, Uzbekistan

€ 391,700 63

DCI Latin America

Argentina, Bolivia, Brazil, Chile, Columbia, Costa Rica, Cuba, Ecuador, El Salvador, Guatemala, Honduras, Mexico, Panama, Paraguay, Peru, Uruguay, Venezuela

€ 452,833 72

DCI South Africa South Africa € 126,793 20DCI Outgoing Mobility (UK NA Budget Envelope)

All countries in the DCI envelopes are eligible destinations

€ 472,757 75

Envelopes/ Regions Countries UK Budget

Approximate number of

credit mobilities 2015

PI Industrialised Americas

Canada, United States of America € 430,194 69

PI Industrialised Asia

Australia, Brunei, Hong Kong, Japan, (Republic of) Korea, Macao, New Zealand, Singapore, Taiwan

€ 456,439 73

Grant amounts: student unit costsFrom To Amount

Eligible Partner Countries

Group 1 – higher living costs € 850 per month

Programme Countries Partner Countries € 650 per month

Grant amounts: staff unit costsReceiving Country Amount

DK, IE, NL, SE, UK € 160 per day

Partner Countries € 160 per day

Grant amounts: travelTravel distances (km) Amount

100 - 499 € 180

500 - 1999 € 275

2000 - 2999 € 360

3000 - 3999 € 5304000 - 7999 € 820

More than 8000 € 1100

http://ec.europa.eu/programmes/erasmus-plus/tools/distance_en.htm

Organisational Support and Special Needs Support• Organisational support is awarded depending

on the number of mobilities.• Special needs support funding applications are

submitted separately directly to the UK NA.

Regulation and balance

• Applies to ENI Partnership and ENI South Mediterranean

• Outgoing mobility not to exceed 10%• Applies to National Agency over each three year

planning period• Restrictions may be applied at time of

assessment

Specific budgetary regulation I: ENI countries (not Russian Federation)

• Applies to DCI Asia, DCI Central Asia, DCI Latin America, DCI South Africa

• No short-cycle, BA or MA outgoing mobility from DCI budget

• NA may elect to use ‘Heading 1’ budget to fund this

• Limit of 20% of relevant DCI envelope• UK provision of €472,757 for DCI outward

mobility for cycles 1 and 2

Specific budgetary regulation II: DCI countries

• Aims to achieve geographical balance• Minima and maxima specified for DCI Asia (max

30% India and China; min 25% least developed countries) and DCI Latin America (max 35% Brazil and Mexico; min 25% least developed countries)

• Enforced at EC level• NAs required to take corrective measures during

evaluation to distribute budget as widely as possible

• No rules for incoming vs outgoing mobility for IPA or PI

General Budgetary Regulation

Application and Assessment

• Information on applicant• Information on mobility flows foreseen• Budget per item (travel, individual support,

organisational support)• Quality questions• Checklist / Data protection notice• Declaration of honour

Structure of the application form

Categories of assessmentRelevance of mobility project

• Internationalisation strategy• Types of mobility

Impact & dissemination• Impact on different levels• Dissemination measures

Quality of project design & implementation• Selection, support and recognition

Quality of cooperation• Previous experience• Definition of responsibilities & tasks

• How Partner Country fits applicant's internationalisation strategy

• How project reinforces capacities and international scope of participants. How mobility fits internationalisation/ development strategy(ies) of specific Partner Country HEIs chosen

• Explanations for requested incoming and outgoing mobility flows of staff (training/ teaching) and/or students (different cycles) with regard to internationalisation strategies of HEIs

Relevance of mobility project• Internationalisation strategy

30pts• Types of mobility

• Planned cooperation arrangements. Previous mobility project with chosen Partner Country is an advantage, regardless supported by EU (e.g. Erasmus Mundus) or other funds

• Existence of previous or running cooperation agreements between applicant HEI and partners setting out respective roles and tasks

Quality of cooperation• Previous experience

30pts• Definition of responsibilities & tasks

• Practical implementation of mobilities• Clarity, completeness & quality (prep., implementation

and follow-up)• Participant selection incl. equal opportunities and

promotion of disadvantaged persons• Information and support prior to mobility, e.g.

accommodation, agreements, insurance, visa, etc.• Recognition mechanisms envisaged for learning

outcomes (e.g. ECTS or other)• How HEIs recognise and reward outgoing staff mobility

Quality of project design & implementation• Selection, support and recognition 20pts

The evaluator will assess potential impact and dissemination of mobility flows with a given Partner Country in terms of:• potential impact on individuals and HEIs, during

and after project lifetime• results dissemination at faculty and institution

level, for all participants• strategy for monitoring and evaluating the

outcomes

Impact & dissemination• Impact on different levels 20pts• Dissemination measures

• At least 70% of total available marks (100) per set of mobility flows by Partner Country

• At least half of maximum points per award criterion

Thresholds for eligibility

• Flag ineligible flows• Score each set of mobility flows per Partner

Country according to four quality criteria• Give a range of advice to NA

Expert Tasks

• Retention of entire set of mobility flows for a Partner Country.

• Retention of only certain mobility flows • Reduction of some/all mobility flows • Rejection of entire set of mobility flows for a

Partner Country

Expert Recommendations

• Each NA produces 10 ranking lists (one per budget envelope)

• Evaluation committee makes proposal for flows to be accepted, partially accepted, rejected

• Funding allocated according to available budget by envelope in order of merit – exceptions to be duly justified

Selection process

Preparation for 2016/17 call• Subscribe to e-newsletter

• Written guidance on completing the eForm and a draft application is available on our website

• Call or email us [see next page]• Higher Education Partnership Opportunities

• Bear in mind limited budgets and flows• Prioritise existing partnerships • Give names of intended partners• Consider 24 month contract

 

Thank you!02920 92 4311erasmus@britishcouncil.org

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