Erasmus+
Key Action 2
Capacity Building in the field of Higher Education
ERASMUS+
Clivio Casali EACEA
Contact Seminar, Rome 19/10/2017
Systems
Institutions
Individuals
KA3 Policy
KA2 Cooperation
KA1 Mobility
Erasmus+
Specific activities:
• Jean Monnet
• Sport
Erasmus+
Welcome to the CAPACITY BUILDING IN HIGHER EDUCATION (CBHE)
• Outline of the Action
• Statistics and trends
• Inside the award criteria and Key messages
Erasmus+
• Transnational cooperation projects based on multilateral partnerships primarily between higher education institutions (HEIs)
• 2 or 3 years duration
• Run by consortium of institutions
• Consortium must include Programme Countries and Partner Countries
• They can be coordinated by HEIs from a Programme or a Partner Country
What is it? How does it work?
Modernisation
HE
institutions and systems
Regional integration
CBHE
Quality of HE
Management governance
Competences
Skills
Internationalisation
CBHE Objectives
Programme Countries (33 countries paying a contribution to E+)
CBHE Eligible Partner
Countries (> 150 countries)
28 EU Member States:
Other programme countries:
Iceland, Liechtenstein, Norway, former Yugoslav
Republic of Macedonia, Turkey.
Regions:
1: Western Balkans
2: Eastern Partnership
3: South-Mediterranean
4: Russian Federation
6: Asia
7: Central Asia
8: Latin America
9: Iran, Iraq, Yemen
10: South Africa
11: African, Caribbean and Pacific
Ineligible Partner countries: Regions 5, 12 and 13
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Joint Projects
Structural Projects
Curriculum development (only Joint projects)
Modernisation of governance, management and functioning of HE systems and HE institutions
Strengthening of relations b-n HEIs and their wider economic and social environment
National projects
Multi-country projects: regional (within a given region) and cross-regional projects (involving more than one region)
Which types of projects?
Erasmus+ 8
State-recognised public or private Higher Education Institutions
Associations/ Organizations of Higher Education Institutions
Only for Structural Projects: recognized national or international rector, teacher or student organisations.
Applications can be submitted by organisations located either in Programme or Partner countries
Eligible Applicants Who can Participate?
Erasmus+ 9
Full Partner:
State-recognised public or private HEIs
Any public or private organisation active in the labour market or in the fields of education, training and youth (e.g. enterprise, NGO) etc.)
Associations or organisations of HEIs with main focus on HE
Each participating organisation can be located either in a Programme or in an eligible Partner country
International governmental organisation (self-financing basis)
Eligible Partners
Any kind of organisation (self-financing basis)
Who can Participate?
Associated Partner (optional)
Erasmus+
10
National Projects
(1 Partner Country only + min.
2 Programme Countries)
Multi-Country Projects
(≥ 2 Partner Countries+ min.
2 Programme Countries)
Min.1 HEI from each Programme Country
At least as many Partner Country HEIs as
Programme Country HEIs
Min.3 HEI from the Partner Country
Min.1 HEI from each Programme Country
Min.2 HEI from each Partner Country
At least as many Partner Country HEIs as
Programme Country HEIs
Exception
Syria, Libya, Russia Latin
America
STRUCTURAL PROJECTS: Partner Country
Ministries for HE must participate
Consortium structure
National Projects
Defined by the Ministries of Education in close
consultation with the EU Delegations
address
National priorities set for Partner Country in Regions 3
Multi-Country Projects
Defined by the Commission and based on EU's external
policy priorities
address
regional priorities for regional projects
or
common to different regions
(cross-regional projects)
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PRIORITIES
12
Types of Activities
Categories of Priorities
Curriculum
Development
Modernisation
of Governance
and
Management
Strengthening
Higher Education
and Society
1. Subject Areas X
2. Improving Management and
operation of HEIs X
3. Developing the HE sector
within society at large X
Only 1 choice per type of project is possible.
PRIORITIES
Erasmus+
Capacity-building and refugees
• Migration, a Commission priority for President Juncker
• CBHE can help with support for integration in education
• Three projects selected so far:
RESCUE (2016) Lebanon, Jordan, Iraq
www.rescuerefugees.eu
MERIC-Net (2016) Algeria, Morocco, Tunisia, Lebanon www.mericnet.eu
DEMO-IL (2017)
14
Duration 24 or 36 Months
Min. 500,000 - Max. 1,000,000 €
Real Costs and Unit Costs
5 Budget Headings
Budget and Duration Overview
15
Staff costs (max 40%)
4 Staff Categories (Manager, Researcher/
Teacher/Trainer, Technician, Administrator)
Travel costs
Students/staff from partners in countries
involved in the project from their place of
origin to the venue of the activity and return.
Costs of stay
Subsistence, accommodation, local and public
transport, personal or optional health
insurance.
Equipment (max 30%)
Purchased exclusively for the benefit of HEIs
in the Partner Countries
Sub-contracting (max 10%)
Exceptional for services related to
competences that can't be found in the
consortia
5 Headings CBHE budget:
Erasmus+
Relevance
(30 points)
Quality of
Design + Implementation
(30 points)
Quality of
Team + Cooperation arrangements
(20 points)
Impact and Sustainability
(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"
What is assessed? Award Criteria
Erasmus+
CBHE
Statistics and Trends
17
Erasmus+
Stage 1 Western Balkans
2 Eastern Partn
3 South Med
4 Russian Federa-
tion
6 Asia
7 Central Asia
8 Latin
America
9 Iran, Iraq,
Yemen
10 South Africa
11 ACP Total*
Reception 135 243 196 108 120 121 98 12 12 50 833
Eligible >60 points
102 167 151 68 76 84 80 6 8 36 609
Sent to Consultation
36 58 74 34 76 37 30 5 8 23 295
Proposed for funding
16 17 37 11 45 14 15 3 4 7 149
* Figures cannot be added as cross-regional applications are counted in one or two regions
Success rate in 2016
16,5% 10% 21% 20,5% 68% 19% 18% 50% 36% 17% 20%
Success rate in 2017
12% 7% 19% 10% 37,5% 19% 15% 25% 33% 14%
18%
Results 2017 CBHE Selection
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Results 2017: geographical scope
CBHE Selection
20
Results 2017: priorities CBHE Selection
21
Results 2017: Subject area
CBHE Selection
Participation of
South Mediterranean Countries
in E+CBHE
Number of projects granted
(112 projects funded in South Med region)
4
10
5
16
5
1
9
7
1
8
6
8 7 7
4
2
11
5
1
7
5
8
4
8
2 1
9
5
1
12
15
26
16
31
11
4
29
17
3
27
Algeria Egypt Israel Jordan Lebanon Libya Morocco Palestine** Syria Tunisia
2015 2016 2017 total
South Med Region Stats & Trends
Type of projects: geographical scope by year
2015 2016 2017 total
20
17
23
60
19 19
14
52
national multicountry
South Med Region Stats & Trends
Number of projects coordinated by SM institutions
0
2
4 4
1
0
1
3
0 0 0
2
3 3
1
0 0
4
0 0
1
0
2
0
1
0
2
4
0
1 1
4
9
7
3
0
3
11
0
1
Algeria Egypt Israel Jordan Lebanon Libya Morocco Palestine** Syria Tunisia
2015 2016 2017 total
South Med Region Stats & Trends
N° of institutions involved by country and by year
(a total of 256 institutions involved , 173 are HEIs)
South Med Region Stats & Trends
Type of activities by year
South Med Region Stats & Trends
Subject Areas for Curric. Development (2015 -2017)
South Med Region Stats & Trends
29
Applications
Projects
0
50
100
150
200
250
2015 2016 2017
Applicationssubmitted
Part/Coord
Applicationssubmitted
Coordinator
0
5
10
15
20
25
30
35
40
45
2015 2016 2017
Projectsselected
Part/coord
Projectsselected
Coordinator
South Med Region Stats & Trends
Is there anybody with an idea of a project?
30
31
How clearly the project addresses the Programme objectives and National / Regional priorities (thematic or geographical) and development needs
Needs analysis and presentation of specific problems addressed
Definition of target groups
What is innovative or complementary to other
projects
European added value of the project: why similar results could not be achieved through national, regional or local funding
Relevance
Award Criteria
A preliminary needs analysis before writing a proposal (only a more in-
depth analysis planned in the project)
Specific needs / problems at all relevant levels:
– Regional (where applicable): common needs
– national level: each of the Partner Countries involved
– institutional level: each of the participating Partner Organisations
– individual level: students, staff, …
Weaknesses: Missing Evidence to underpin a needs analysis and specific
data sources (statistics such as unemployment rates from an official
publication, findings from a survey on a specific topic)
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KEY MESSAGE Relevance
• Identify (and quantify) clearly the target groups/beneficiaries in the Partner Country/ies
Weaknesses: target groups identified vaguely and / or not quantified difficult to demonstrate (and assess) the impact of the
project
• Identify the priority and link them with the Partner Country national or institutional strategy/ies
Weaknesses: Projects which DO NOT CLEARLY ADDRESS the priorities are NOT FUNDED. Make sure your proposal shows how both its objectives and results address the chosen priorities.
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KEY MESSAGE Relevance
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Which are your wider and specific objectives?
Consistency between project objectives,
activities and expected results
Work plan / implementation schedule
Budget and cost-effectiveness
Overall consistency of the project and project
methodology
Quality measures/assurance of the project and
Risk management/contigency measures
Quality of Design and Implementation
Award Criteria
Wider Objective Indicators of
progress
How indicators will
be measured
Specific objective(s) Indicators of
progress
How indicators will
be measured
Assumptions &
Risks
Outputs (tangible) & Outcomes
(intangible)
Indicators of
progress
How indicators will
be measured
Assumptions &
Risks
Activities
Inputs Assumptions &
Risks
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Logical Framework Matrix
Ensure coherence in LFM intervention logic:
KEY MESSAGE
External QA: external evaluation of the project; accreditation of a programme/course by a national body Internal QA: on-going monitoring; approval of a programme course by a faculty / department body; internal review of outputs by a Project Quality Committee; a satisfaction survey among project participants
QA mechanisms
academic and administrative/management aspects of the project
results (e.g. a newly developed / modernised programme / course), and processes (e.g. project management)
36
Quality assurance KEY MESSAGE
37
Specify the partners expertise, competences and roles in the project
Underline complementary skills, directly relating to the planned project activities
Distribution of tasks, including active participation of Partner Country institutions
Cooperation, effective communication and project management arrangements
Planned measures to ensure communication
Ensure regional dimension
Quality of Team and Cooperation
Award Criteria
Partners to be chosen on the basis of their specific and
complementary expertise. NEWCOMERS are recommended
More than 1 key staff member at each Partner Organisation to avoid the risk of unavailability
Complementarity of Key staff at the Partner organisations covering expertise in both academic/content-related aspects of the project and project management
Presentation of the Partners and their key staff: focus on the activities of the Partner Organisations and the expertise of
staff which are specifically related to the project, complementarity between the Partners and their expertise to be
highlighted
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KEY MESSAGE Partners and Key Staff
• Management arrangements at all relevant levels: international / project
level, national / Partner Country level and institutional / local level (each
Partner Organisation)
• Decision-making process: who will take decisions on what matters, and
how (e.g. consensus or majority voting)
• Bodies to be established at each relevant level: composition and specific
responsibilities of each body and relationships between them
• Mechanisms for resolving conflicts among the Partners
Important to ensure and demonstrate in the proposal that:
all Partner Organisations are involved in the project management body
and decision-making as equal partners
the role of the Applicant / Coordinator is not too dominant a sense
of ownership across the consortium
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Management KEY MESSAGE
40
Expected impact: at different levels
Dissemination strategy including outputs to be disseminated, target groups, dissemination tools & activities
Sustainability at three levels including financial, institutional and political
Evidence of impact: institutional / national level at the Partner Countries
Impact and sustainability Award Criteria
IMPACT Concrete benefits to the target groups at various levels (faculty /
institutional, local, regional, national) / beneficial changes brought by the project during its lifecycle and after its completion
DISSEMINATION AND EXPLOITATION
• Dissemination: Activities / measures aimed at spreading information about the project / raising awareness / making the project visible beyond the circle of direct participants
• Exploitation: Activities / measures aimed at mainstreaming and multiplying project results beyond the circle of direct beneficiaries
Both increase the project impact and contribute to its sustainability
SUSTAINABILITY Activities / measures ensuring that the results of the project will last beyond the project lifetime
KEY MESSAGE Impact and sustainability
A good sustainability strategy
specifies the project results to be maintained and activities to be
continued after the end of project funding
envisages specific measures to ensure sustainability at 3 levels:
institutional, financial and policy levels
plans such activities as early as possible in the project
involves faculty / institutional and / or national authorities (if they are
not represented in the project) to ensure their support for project results
(e.g. through regular update meetings or consultations)
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KEY MESSAGE
43
Region
Budget
allocated
2016
(in Mio €)
Budget allocated
2017
(in Mio €)
Budget
allocated
2018
(Indicative)
(in Mio €)
Indicative
number of
selected
projects**
REGION 1 - Western Balkans 13,17 13,82 14,57 16
REGION 2 - Eastern Partnership countries 13,86 13,51 12,88 15
REGION 3 - South-Mediterranean countries 28,57 27,84 26,55 31
Additional allocation for Tunisia* 0 3,00 0 0
REGION 4 - Russian Federation 6,89 6,72 6,41 7
REGION 6 - Asia 35,38 39,55 41,44 47
REGION 7 - Central Asia 9,2 8,80 8,80 10
REGION 8 - Latin America 13,1 13,20 13,20 15
REGION 9 – Middle East (Iran, Iraq, Yemen) 1,9 2,00 2,10 3
Specific allocation for Iran 0,69 0,69 0 0
REGION 10 - South Africa 3,42 3,91 4,20 7
REGION 11 - ACP countries 5,29 5,64 6,00 7
TOTAL 131,47 138,68 136,15 156
*An additional allocation for Tunisia might become available subject to the relevant Commission decisions being taken.
** Calculated on the average grant/project recorded in 2016.
Indicative budget Call for Proposals 2018
44
No Special Mobility Strand Subject
Only 3 thematic priority areas
Only 2 Programme Countries needed
Start of the eligibility period:
- 15 November 2018 or
- 15 January 2019
Call for Proposals 2018 Novelties
45
Attention to eligibility criteria
Diversification of projects in terms of objectives activities, target groups and consortium composition
New national and regional priorities
High cross-cutting priority - proposals addressing Refugees
Relevance of cross-regional applications?
Call for Proposals 2018 Key messages
• Avoid overlapping with existing projects in the same subject area/priorities
• Ensure to bring an innovative approach: be innovative in the content and methodologies described in your application.
• Work out possible synergies to be developed in the project implementation
• Invest on the ownership of the projects objectives and results: need to empower the Partner Country partners from the early stages of the proposal preparation
KEY MESSAGE
Steps Date
Publication Erasmus+ CBHE Call for Proposals 2nd half of October 2017
Deadline for submission of applications 8th February 2018
Verification of eligibility of project proposals February – March 2018
Assessment of projects by experts (remotely) March – May 2018
Consultation procedure June 2018
Evaluation Committee for selection of projects July 2018
Sending for signature of Award decision by Agency AO July 2018
Notification of applicants & publication of results July 2018
Preparation and signature of grant agreements August-September 2018
Start of eligibility period Autumn 2018
Erasmus+
Call for Proposals 2018 Indicative Roadmap
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