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  1. Erasmus MundusCall for Proposals 2010 UK Erasmus Mundus II Workshop, London, 27 January 2010 Adrian Veale Education, Audiovisual and Culture Executive Agency

  2. Erasmus Mundus aims • Promote European higher education • Improve and enhance students’ career prospects • Promote intercultural understanding through cooperation with third countries • Contribute to the sustainable development of third countries in the field of higher education

  3. Erasmus Mundus – the policy context Promotion of European Higher Education Lisbon  Europe 2020 Bologna Erasmus Mundus Programme Improved career prospects of students Promote intercultural understanding EU External Relation Policies

  4. One programme, three actions Action 1 Joint Master and Doctoral Programmes - implemented by EU and non EU universities - scholarships for non EU and EU students for the entire duration of the joint study programme Action 2 Partnership projects Scholarships for EU and non EU students at all higher education levels in a variety of disciplines • Action 3 • - Attractiveness Projects • Studies • Erasmus Mundus Alumni Association • - Information activities of • EM National structures

  5. EM Call for Proposals 2010 • One programme, three actions = one Call • Call published 3 December 2009 • Deadline 30 April 2010, Selection July 2010 • Key documents: • Programme Guide • Guidelines for Applicants (Action 2) • Call for Proposals

  6. Erasmus Mundus Programme Guide • For project beneficiaries and scholarship grantees • Programme objectives, activities, eligibility criteria, conditions for support • Valid for 2009-2013 period • For use with individual Calls for Proposals documents and Guidelines for Applicants (Action 2)

  7. Erasmus Mundus Programme Guide – what’s new • Harmonised Call timetables • New or clearer glossary entries; tightening of definitions • New section on Action 2 (two strands: ex-ECW; ICI) • Rules on application and management for “branded” EMMCs (pilot phase) • Summary sheet for EMMCs as well as EMJDs • New weighting of award criteria

  8. Erasmus Mundus Guidelines(Action 2) • Lists geographical lots • Budget per lot  minimum mobility flows • Thematic priorities (disciplines) • Specific criteria for partners/partnerships • Types of mobility funded and duration

  9. Erasmus Mundus Call for Proposals (Official Journal) • Brief programme description • Targets and/or budget per Action • Summary of award criteria • Submission deadlines

  10. Call for Proposals on the web http://eacea.ec.europa.eu/erasmus_mundus/funding/2010/call_eacea_29_09_en.php

  11. Action 1

  12. Action 1 • Erasmus Mundus Joint Masters Courses • Erasmus Mundus Joint Doctorate Programmes • Full-study scholarships for non-EU and EU students and academics

  13. Action 1 – facts & figures so far • 116 Masters courses with scholarships in 2010 • 133 Masters courses selected since the start of the programme • 13 Joint Doctorates • 699 HEIs • 7976 student scholarships 2004-2009 • 1614 scholar scholarships 2004-2009

  14. EM Call 2010 – Action 1 • Action 1 Call targets • EMMCs: 36 Masters courses to be selected • (15 new Masters, up to 21 renewals) • EMJDs: 12 new Doctorates • E-forms available for final applications • Summary sheets (on paper version) by 31 March 2010

  15. EMMC/EMJD main features An EM Masters Course or Joint Doctoral Programme must: • be coordinated by an eligible European HEI applicant • with min 2 EU partners: additional partners may be from EU or third countries • be an integrated programme in all its aspects • be based on consortium agreement signed by the governing bodies of the partner HEIs (signed before signature of specific grant agreement) • include a mandatory mobility component • be fully recognised by June 2011 • be fully developed at the time of the application and ready to run for 5 consecutive editions as from 2011/12

  16. EMMC/EMJD main features An EM Masters Course or Joint Doctoral Programme must: • lead to the award of a fully recognised double, multiple or joint degree • provide for the use of at least two European languages spoken in the countries where the study/research is carried out • attract and recruit top class students / doctoral candidates / scholars • support third-country candidates in obtaining their visas and residence permits • provide insurance coverage • sign agreements with the student / doctoral candidate on rights and obligations of each of the two parties

  17. EMMCs/EMJDs: common features • Framework partnership agreement covering five consecutive editions • Financial support for: • the management of the joint programme (flat rate amount - EUR 30,000 for EMMCs, EUR 50,000 for EMJDs) • a fixed number of individual scholarships / fellowships • Two types of scholarships / fellowships • Category A: third country individuals, not resident, and have not carried out their main activity in Europe for more than 12 months over the last 5 years • Category B: any individual who does not fulfil category A requirement

  18. EMMCs: specific features • All partners must be able to act as host institution and deliver part of the curriculum • min. 20 ECTS (for one year EMMCs) or 30 ECTS (for longer EMMCs) for European HEIs • min. 15 ECTS for third country HEIs • The EMMC must last between 1 (60 ECTS) and 2 academic years (120 ECTS) • final examination results to be known at the latest in October of the year in which the EMMC finishes • The consortium is free to define its participation costs amounts but: • amounts must be transparent and clear to applicants • there can be two different amounts for European and third country students • EU contribution to participation costs: EUR 8000/yr (Cat. A), EUR 4000/yr (Cat. B) • Fee waiver considered good practice

  19. EMMC scholarships

  20. EMMC award criteria • A1: Academic quality – course content (30%) • A2: Course integration (25%) • A3: Course management, visibility and sustainability (20%) • A4: Students’ services and facilities (15%) • A5: Quality assurance and evaluation (10%) • Award criteria published on web with questions to help applicants formulate their answer

  21. EMJD main features • Based on the EMMCs model and on the experience of Marie Curie fellowship • Focus of Marie Curie on individual research of grantees • EMJDs emphasis on a structured inter-university cooperation model and on the implementation of an integrated doctoral programme • A double objective • Shape doctoral studies in the European Area of Higher Education by promoting innovative models of joint governance between the university, research and professional sectors • Support researchers from European and third countries in a framework of excellence

  22. EMJD main features • Organisations other than HEIs can be formal partners of the consortium • providing teaching, training or research opportunities • recruiting, employing, hosting doctoral candidates • Finalization of EMJD within a maximum duration of 4 years • fellowships for max 3 years • For each EMJD edition • start of individual research activity at the latest in March of the academic year concerned • finalization of EMJD activities: final results for candidates in October of the fourth year at the latest • Training / research for a minimum total of 6 months in at least two of the consortium countries.

  23. EMJD main features • Clear definition and justification of the thematic area(s) covered by the EMJD • Recruitment of doctoral candidates under an employment contract unless prohibited by national regulation • Follow the principles of the European Charter for Researchers and the Code of Conduct for the recruitment of Researchers for the recruitment, enrolment and monitoring of doctoral candidates • Free determination of participation costs but • must be transparent and clear to potential candidates • there can be two different amounts for laboratory and non laboratory based research • the amounts proposed should take into account the fixed contribution to these costs included in the individual doctoral candidate fellowship

  24. EMJD fellowships

  25. EMJD award criteria • Academic and research quality (25%) • Partnership experience and composition (25%) • European integration and functioning of the programme (20%) • Provisions for candidates awarded an EMJD fellowship (15%) • Management, sustainability and quality assurance (15%) • Award criteria published on web with questions to help applicants formulate their answer

  26. Action 1 selection process • Agency checks eligibility and selection criteria • EM National structures check eligibility of • European HEIs without an Erasmus Mundus Charter • Recognition of degrees awarded under Action 1 programmes • EU Delegations check eligibility of third-country HEIs involved

  27. Action 1 selection process Assessment by external experts • Selected by Agency after Call for expression of interest • Two individual assessments are consolidated. If significant divergence, a third assessment • Expertise in international HE cooperation plus thematic for Action 1(experience in assessment of RTD FP projects for joint doctoral programmes) • Summary sheets help pre-select experts in correct fields

  28. Action 1 selection process • Selection Board (high-level academic authorities) assists selection of EMMCs and EMJDs • Evaluation Committee (European Commission DG EAC with EACEA) • Selection results late July 2010

  29. Tips • Read all documents (Programme Guide) in detail • Ensure support of all partners and your own departments • Strive for good balance of tasks and responsibilities • Seek advice from National Structure and experienced colleagues: consult good practice http://ec.europa.eu/education/erasmus-mundus

  30. COHERENT SIMPLE EVIDENCE-BASED CLEAR EXPLICIT RIGOROUS TO THE POINT COMPLETE Key aspects of a good proposal

  31. Key words or key qualities INTEGRATION INSTITUTIONAL COMMITMENT ADDED VALUE INNOVATION QUALITY ASSURANCE SUSTAINABILITY EMPLOYABILITY VISIBILITY

  32. Action 1 in the UK 53 UK HEIs involved in EMMCs 5 UK HEIs involved inin EMJDs

  33. Action 2

  34. Action 2 - Partnerships • Large partnerships between higher education institutions in EU and third countries in a specific region • Countries / regions covered by the EU’s external co-operation instruments • Erasmus-style co-operation mechanisms, transfer of know-how • Definition of priorities according to the needs of third countries involved

  35. Action 2 – Mobility • Scholarships of varying length (3 months to 3 years) • Bachelor, master, doctorate and post-doctorate students and HE staff (training, teaching, research activities) • Mobility not linked to specific programmes • Special attention paid to socio-economically disadvantaged groups and populations in a vulnerable situation (Strand 1 only)

  36. Action 2 – the External Cooperation Window legacy • 63 partnerships managing 78 mobility schemes • Involving more than 750 HEIs • Implementing 13,500 mobility flows

  37. EM Call 2010 – Action 2 Action 2: Strand 1 (former ECW instruments) • 15 Lots for countries covered by ENPI, DCI, EDF, IPA • 35 projects expected • Total budget EUR 97.7 million • Mobility for at least 3,716 individuals

  38. EM Call 2010 – Action 2 Action 2: Strand 2 (Industrialised Countries Instrument) • 5 Lots for countries covered by ICI • 5 projects expected • Total budget EUR 7.5 million • Mobility for at least 165 individuals

  39. 5 Action 2: Regions and Lots (Strand 1) Budget (EUR) and min. scholarships S. Med, E.Europe & Russia 33M, 1165 sch W. Balkans 12M, 720 sch 3 1 ACP 6M, 200 sch Middle East 3M, 100sch 3 1 1 1 1 1 5 1 Central Asian Republics 9.75 M, 350 sch 5 1 Argentina 4.4M, 130sch South Africa 4.8M, 150 sch 3 2 + 1 Asia Regional 24.75 M, 1100 sch = n° of projects to be selected n IPA DCI EDF ENPI

  40. Action 2: Regions and Lots (Strand 2) US & CANEUR 1 m20 sch JPN & KOREUR 1.5 m30 sch GulfEUR 2.1 m50 sch SE AsiaEUR 1.4 m35 sch AUS & NZEUR 1.5 m30 sch ICI EUR 7.5M, 165 scholarships 41

  41. Action 2 shape and finance • Composition • At least 5 European HEIs from at least 3 EU countries • At least 1 HEI from each country of the Lot (S1) • At least 3 HEIs from two countries of the Lot (S2) • Maximum eligiblity period: 48 months • EUR 10,000 flat rate per partner for partnership management • Individual scholarships using flat rates cover: • Travel • Subsistence costs • Fees • Insurance and visa costs

  42. Action 2 individual mobility • 5 possible levels of higher education: • Undergraduate – Masters - Doctorate - Post-Doctorate • Staff • Variable length mobility: • 1 – 34 months for both degree-seeking and other students • 3 target groups • Target Group 1: students/staff from partners institutions • Target Group 2: other nationals from third countries • Target Group 3: national of third countries in lot in vulnerable situation

  43. Action 2 individual mobility • Strand 1 • TG 1 at least 50% of individual mobility • Third-country mobility at least 70% of individual mobility • European mobility maximum 30% of individual mobility • Strand 2 • Only TG 1: no undergraduate level • European mobility at least 60% of individual mobility • Third-country mobility to Europe no higher than 40% of individual mobility

  44. Action 2: common & specific elements • Common to all Action 2 lots • A range of target groups for mobility • A range of duration for mobility • Up to 5 levels of higher education covered • Project must start operations in year of selection (year ‘n’) • Mobility must start as from year ‘n’ and year ‘n’ + 1 • Specific to individual lots (See Guidelines) • Which target groups covered by mobility • Which levels of higher education covered • Thematic fields of study • Partnership composition

  45. Action 2 award criteria: Strand 1 1: Relevance (25%) 2: Quality (65% total) • 2.1. Partnership composition and cooperation mechanisms (20%) • 2.2. Organisation & implementation of mobility (25%) • 2.3. Student/staff facilities and follow-up (20%) 3: Sustainability (10%)

  46. Action 2 award criteria: Strand 2 1: Relevance (25%) 2: Contribution to excellence (25%) 3: Quality (50% total) • 3.1. Partnership composition and cooperation mechanisms (15%) • 3.2. Organisation & implementation of mobility (20%) • 3.3. Student/staff facilities and follow-up (15%)

  47. Action 2 selection process • Agency checks eligibility and selection criteria • EU Delegations check • eligibility of third-country HEIs involved • Assess relevance of proposals in accordance with regional priorities • External experts assess quality of proposal in relation to award criteria

  48. Action 2 selection process Assessment by external experts • Selected by Agency after Call for expression of interest • Expertise in international HE cooperation plus geographic knowledge of target countries • Two individual assessments are consolidated • If significant divergence, a third assessment

  49. Tips • Be aware of management capacity, academic offers of the partners while designing the mobility flows • Explain partner cooperation mechanisms • Explore synergies and complementarities to bring out added value • Focus on Call’s thematic fields – though partner needs may differ