Transcript Developing a TEMPUS application Alan Hopkinson Technical Manager (Library Services) Learning Resources Middlesex University Preamble • Learning Resources is Library, Student Computing Advisory Service, and English Language Support •

Developing a
TEMPUS
application
Alan Hopkinson
Technical Manager (Library Services)
Learning Resources
Middlesex University
Preamble
• Learning Resources is Library, Student Computing
Advisory Service, and English Language Support
• My speciality is library automation.
• I have participated in 5 TEMPUS projects of which I led
the bids for 2
• I have bid for 2 unsuccessfully and participated in 2
other unsuccessful bids
• 1 successful bid is curricular reform and the rest have
been “University Management and Services for
Students” (within Governance Reform)
New Masters Programme for LIS (NMPLIS)
• Ref. No. 145021-TEMPUS-2008-UK-JPCR
• Now starting 2nd year of 3-year project to develop a
new Library and Information Studies curriculum for
Armenia, Georgia and Uzbekistan
• Lecturers now in the middle of attending Masters LIS
course at Robert Gordon University, Aberdeen for 3
months
• Librarians will visit in both directions, from the east to
do internships and from west to east to run courses
What should be in place to enable an
applicant to place a TEMPUS bid?
• Assumption that the applicant has an idea for a project,
ideally proposed by, or together with. a partner country
• International Office with staff member knowledgeable
or prepared to learn about TEMPUS regulations and
inform Finance Department and University Director
about requirements
• WARNINGS: if you are successful:
• you may have problems with dealing with the grant within your
institution AND if you don’t follow the TEMPUS requirements you
may not receive the amount you spent
Further hints
• Learn the jargon!
• Ideally make contacts with previous bidders
• Forms for TEMPUS are quite different from previous
years and require much more detail but are similar to
European
Commission
Seventh
Framework
Programme (FP7) so assistance could be sought from
colleagues who have applied to FP7.
• E.g. the projects are divided into Workpackages and one of the partners
leads on each
Ensure the idea will be acceptable



Assumption is that the staff member has
appropriate contacts in a qualifying country
Ensure that project fits country or regional
priorities – Annexes 7-10 of Third Call
Application Guidelines
Ensure that National TEMPUS Office in
partner country or each NTO in each country
proposed in a region are consulted
Joint Project or Structural Measures?
—
—
You need to decide whether your project is a
Joint Project or a Structural Measure since
priorities are different for each
You may have to go for one rather than the
other if the national/regional priorities demand it
Joint Project or Structural Measures?
• Joint Projects: projects with a ‘bottom-up’ approach
aiming at modernisation and reform on an institutional
level. Joint Projects aim at transferring knowledge
between universities .. from the EU and from the
partner countries and between partner country entities.
• Structural Measures: seek to contribute to the
development and reform of HE systems in partner
countries, as well as enhance quality and relevance
and increase convergence with EU developments...
interventions designed to support structural reform of
HE systems and the strategic framework development
at national level.
Additional condition for SM / Duration
• For Structural Measures, there is an additional
condition: The Ministry/ies of (Higher) Education in the
partner country/ies must be involved as partner/s in a
Structural Measures project.
• The maximum duration of projects is 24 months or
36 months
Single or Multi- country project?
—
—
Single country projects with multiple partners in
one country are easier
Why choose multi-country?
•
•
•
Preference may be given to multi-country
projects
One country may not have enough institutions
to make a project viable
A project may fit regional rather than national
projects
Selection of partners for consortium
• Preferably people in institutions that you have dealt with and
believe to be competent and serious
• Ensure a good contact person in one of the partner country
institutions. Could lead a co-oordination work package.
• If you do not have enough partners:
 Subscribe to TEMPUS-TALK and check requests for partners
 If necessary advertise through National TEMPUS Office
 If you can’t find good partners, give up or wait for a future call
How many partners do you need?
• For national projects, proposals must be submitted by
groupings of institutions involving:
— at least three higher education institutions from a
partner country (only one required from Kosovo and
Montenegro)
— at least three higher education institutions from the
EU, each from a different EU Member State.
Partners in multi-country projects
• For multi-country projects, proposals must be
submitted by groupings of institutions involving:
— at least two higher education institutions, from each of
the participating partner countries (minimum two
partner countries) involved in the proposal (with the
exception of Kosovo and Montenegro where the
requirement is one higher education institution from
each),
— at least three higher education institutions, each from
a different EU Member State.
Writing a bid
• Ideally the bid should be written by the partner
country contact person. They know exactly
what they want
• Get from each partner the information about
the participating departments and describe
their role in the consortium
• See successful bids for ideas (but I have only ever
seen one bid other than the ones I have been in!)
Bid - Workpackages
• Divide the tasks into work packages, in addition to
management and coordination, dissemination and
quality control
• Identify Needs
• Development of infrastructure (i.e. Procurement of Equipment)
• Curriculum development
• Pilot new course
• Ensure that everything in the bid is clear (more
explanation rather than less)
Further advice!
• Read carefully the section on how the projects are
selected
• Read carefully and in good time
http://eacea.ec.europa.eu/tempus/funding/2009/doc
uments/28-2009/instructions_en.pdf
• Start filling in the application form in good time (this
year it is different). Available from:
http://eacea.ec.europa.eu/tempus/funding/2009/call
_eacea_28_2009_en.php
Calculation of the budget
• The EACEA have identified the budget as one of the
worst completed sections of the application in the last
application round, along with sustainability and
dissemination, outcomes and activity tables and quality
control and monitoring
• Remember The minimum grant for both Joint Projects
and Structural Measures is €500,000. The maximum
grant €1,500,000. For national projects in Kosovo and
Montenegro the minimum grant is €300,000.
Key area: Calculation of the budget
• Put in as much detail as you can (this is old style)
1 IT and 1 UK (RGU) to AM,GE, and UZ for 2 weeks.
Staff costs: 2 academic staff for 2 weeks each plus 2
weeks preparation and report writing time. (Meeting
representatives in EU will be combined with
management meeting). 1 LV to AM,GE and UZ for 2
weeks. Staff costs. IT: € 262 x 20 days = 5240€; LV:
84€ x 20 days = 1680€. [Co-financing staff costs for UK
academic 200x20=4000€] Travel 1500€ x 3 = 4500,
Stay 2 weeks 1600€ x 3 = 4800€; 9 visas=450€.
Staff costs
Travels (formerly mobilities)
Warning
• More information is required now:
 you have to allocate staff costs to the appropriate
institution but the new forms help
 You have to be specific about the type of staff
member
 Compared with bidding prior to TEMPUS IV, you
need to allocate the funds to each beneficiary
when you put in the bid
Sustainability and dissemination, quality
control and monitoring
• Sustainability: demonstrate how the work achieved will
continue after the project life-time
• Dissemination: plan courses and conferences to
ensure your work is known widely in the country(ies) in
question and others where it would apply
• Quality control: demonstrate how you will ensure the
objectives you plan are reached and effective
• Monitoring: use an external consultant or
Inter-TEMPUS coaching
Comparison of successful / unsuccessful
Assumption: bids comply with the priorities and have
requisite number of institutions in consortium
• Best bids from a technical viewpoint can be given lower
priority or even rejected by partner country
Ensure NTOs are fully involved in ALL partner countries in multi-country
projects. This requires cooperation of the partner country lead persons
• Consortium may not seem viable
• Ensure the projects are supported fully by the managers in the
participating institutions particularly in the Partner Countries
bids technically can be given lower priority or even rejected by par
Good practice
• Ensure NOW you have correct version of Adobe
• Follow the instructions rigorously
• Get the mandates signed in good time (they have to be
posted with documentation on closing date). They need
signatures so have to be sent by mail from partners
• Prepare all the documentation for submission in good
time
• DON’T wait until 10.59am on 9 March 2010
Best of luck!