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Education, Audiovisual & Culture
EXECUTIVE AGENCY
ERASMUS MUNDUS
Action 2- Partnerships
Paris - 30 november 2009
Anila Troshani
Erasmus 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
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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 thirdcountry academic staff and students
Building on the experience, broadening the scope,
combining excellence and coperation
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EMECW is :
55 partnerships
71 mobility schemes
involving more than 724 HEIs
implementing more than 13.000 mobilities
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EMECW in France is :
95 partners
6 partnerships cooordinated by FR
95 HEIs participation as partner
71 outcoging mobility
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670 incoming mobility
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ERASMUS MUNDUS II
The Programme
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 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
Action 3
- Attractiveness Projects,
- Studies and
- Information activities of
EM National structures
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One programme, two mobility
actions
Action
Specificities
1. Small partnerships
• All 3C
2. 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
Common aspects
Action 2
Specificities
1. Joint partnerships EU/3C
2. Staff and student mob.
3. Funding by lump sum / Unit
costs
4. Full recognition
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2.
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Large partnerships
Targeted 3C
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
EM National Structures
National Tempus Offices (NTO)
Commission
EU / 3C
Partnerships
EU Delegations
Erasmus Mundus Alumni Association
(EMA)
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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 partnerships
Neighbourhood
ACP
140 m
30 m
Other developing countries 240 m
Enlargement
30 m
Industrialsed countries
20 m
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Erasmus Mundus Action 2
Main 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 2
Main 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);
Erasmus Mundus Action 2 : eligible regions
Neighbourhood
& Russia
33M, 1225 sch
W. Balkans
12M, 720 sch
ICI strand 2
7.5M, 150 sch
Yemen, Iran, Iraq
3M, 110 sch
ACP
6M, 200 sch
Argentina
4.4M 130 sch
Asia region
24.75M, 1100 sch
South Africa
4.8M, 150 sch
• Identification of thematic fields of study on the basis of
regional and country needs
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Erasmus Mundus Action 2 : eligible regions
Lots with ICI
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)
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Erasmus Mundus Action 2 –
eligible participants
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)
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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 mobility
What type of mobility , distribution, duration?
Undergraduates
Masters
Doctorates
Post-doctorate fellowships
Staff
30-40%
20-30%
15-20%
5-15%
5-15%
1 sem. to 1 acad year
1 sem. to 2 acad years
6 - 34 months
6 - 10 months
1 - 3 months (only TG1)
- The distribution of the mobility varies according to the
windows/lot
- Respect the distribution
geographical
Erasmus Mundus Action 2 –
eligible partnership
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 activities
Organisation of mobility
Memorandum of Understanding
• role and involvement of partners
• specific academic arrangements
• procedures for selection of candidates
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
Implementation of the individual mobility
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
Erasmus Mundus Action 2 –
financing
Financial
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
–
Monthly allowance (from 1,000 to 2,500 €)
–
Tuition fees (from « fee waiver » to 5,000 € / academic
–
Insurance costs (75 € / month abroad)
2,500 €)
year)
Erasmus Mundus Action 2 –
Selection criteria
 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
EM Action 2 – STRAND1
Award criteria
1. Relevance (25%)
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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.
“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 socioeconomic development”
“
“backed by the commitment of the local HE
authorities”
« …action opposing the risk of brain-drain »
“”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”
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EM Action 2 – STRAND1
Award criteria
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).
“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”
“
“European partners have a large experience,
but no details are provided for Asian
universities”
Transparent structure in operational level
and decision making
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EM Action 2 – STRAND1
Award criteria
- 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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“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”
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EM Action 2 – STRAND1
Award criteria
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 the
integrati on of students “
“tutoring system is foreseen for the students in
all hosting institutions”
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“More details needed about visa
procedures… and language provisions ”
“the partnership does not provide
suficient infromation about the students
agreements “
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EM Action 2 – STRAND1
Award criteria
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
“the commitment of governmental
institutions and prominent
associates ensures impact at individual
institutional level “
“
No information how the results will be
dissemiated ”
“clear strategy for dissemination of
project results and important role of
associates in this framework”
“The information provided about the impact
are very general, no reference is given about
what exactly one or the other institution can
offer”
“The measures proposed to limit the risk
of brain drain seem effective and
reasonable
“Brain drain is tackled but the general policy
is left in the hands of governments ”
”
“
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EM Action 2 – STRAND2
Award criteria
• 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).
“”several objectives of the call not mentioned”
“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 socioeconomic development”
“the project tackles all thematic fields
identified for the region
“”
“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”
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EM Action 2 – STRAND2
Award criteria
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
“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”
“
“European partners have a large experience,
but no details are provided for Asian
universities”
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EM Action 2 – STRAND2
Award criteria
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).
“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”
“
“European partners have a large experience,
but no details are provided for Asian
universities”
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Erasmus Mundus Action 2 –
Award criteria
- 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”
“
“No details about the distribution of grants
among the partners”
“Comprehensive description of application and
selection procedures”
“the process will be monitored and
evaluated only internally in each
institution”
“the partnership has agreed to develop a
learning Platform which may be really helpful
for students”
“More details needed about language
provisions ”
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EM Action 2 – STRAND1
Award criteria
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 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 the
integrati on of students “
“tutoring system is foreseen for the students in
all hosting institutions”
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“More details needed about visa
procedures… and language provisions ”
“the partnership does not provide
suficient infromation about the students
agreements “
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Erasmus Mundus Action 2 –
application and selection procedure
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
The 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
The Application and selection procedure
Phase 1
Consortium / Partnership
Students
Partners
Receive application
Applicant
Process / check eligibility
Expert
1
Expert
2
Experts’ Panel
Partnership
Promotion
Selection Decision /
Contractualisation
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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Tips an Advices
• 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.
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A good proposal is:
• 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
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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.
Help and offer support
Executive Agency for Education, Culture and Audiovisual
[email protected]
http://eacea.ec.europa.eu//erasmus –mundus
DEADLINE : 30 April 2010
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Education, Audiovisual & Culture
EXECUTIVE AGENCY
THANK YOU !
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