2

Erasmus MundusCall for Proposals 2010

UK Erasmus Mundus II Workshop, London, 27 January 2010

Adrian VealeEducation, Audiovisual and Culture Executive Agency

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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

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Promotion of European

HigherEducation

Promote intercultural understandi

ng

Improved career

prospects of students

Erasmus Mundus

Programme

EUExternal RelationPolicies

Bologna

Lisbon Europe 2020

Erasmus Mundus – the policy context

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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

Action 3 - Attractiveness Projects

-Studies- Erasmus Mundus Alumni Association

- Information activities of EM National structures

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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

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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)

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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

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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

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Erasmus Mundus Call for Proposals (Official Journal)

• Brief programme description• Targets and/or budget per Action• Summary of award criteria• Submission deadlines

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

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Action 1

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Action 1

• Erasmus Mundus Joint Masters Courses• Erasmus Mundus Joint Doctorate Programmes• Full-study scholarships for non-EU and EU

students and academics

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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

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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

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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

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EMMC/EMJD main featuresAn 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

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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

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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

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EMMC scholarships Category A scholarships

Category B scholarships

Scholars scholarships

I Contribution to travel and any other types of personal costs

€ 4 000 /

per year

€ 3 000 - only if mobility to a Third-

Country partner

II Contribution to participation costs (incl. insurance)

Max € 4 000

/ semester

Max € 2 000

/ semester

III Monthly allowance € 1 000

/ month

€ 500

/ month

IV Living allowance (incl. travel costs)

€ 1 200 / week for a maximum duration of 3 months per scholar

TOTAL € 24 000

/ per year

€ 10 000 per year

( + € 3 000 if travel)

€ 14 400 for a 3-month stay max

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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

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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

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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.

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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

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EMJD fellowships Contribution for a 3-year doctoral fellowship

Category A Category B

I Travel, installation and other personal costs

€ 7 500 € 3 000

(if mobility to a third-Country partner)

II EMJD participation costs •€ 300 per month (€ 10 800 for 36 months) for non-laboratory-based EMJDs or • € 600 per month (€ 21 600 for 36 months) for laboratory-based EMJDs

III Fixed living allowance (36 months in total)

•€ 2 800 per month (i.e. € 100 800 for 36 months) for an employment contract•€ 1 400 per month (i.e. € 50 400 for 36 months) for a stipend

Maximum fellowship amount Between EUR 61 200 and EUR 129 900 (depending on category, lab., or type of recruitment)

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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

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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

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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

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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

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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

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Key aspects of a good proposalCOHERENT

SIMPLEEVIDENCE-BASED

CLEAREXPLICIT

RIGOROUSTO THE POINT

COMPLETE

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Key words or key qualities

INTEGRATIONINSTITUTIONAL COMMITMENT

ADDED VALUEINNOVATION

QUALITY ASSURANCESUSTAINABILITYEMPLOYABILITY

VISIBILITY

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Action 1 in the UK

2004 2005 2006 2007 2008 2009

Coordi-nator

2 1 2 2 1

Partner 8 9 7 8 3 10 MC5 JD

53 UK HEIs involved in EMMCs 5 UK HEIs involved in in EMJDs

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Action 2

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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

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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)

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Action 2 – the External Cooperation Window legacy

• 63 partnerships managing 78 mobility schemes• Involving more than 750 HEIs• Implementing 13,500 mobility flows

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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

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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

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S. Med, E.Europe & Russia

33M, 1165 sch

Middle East3M, 100 sch

South Africa4.8M, 150 sch

Argentina4.4M, 130 sch

ACP6M, 200 sch

W. Balkans12M, 720 sch

Action 2: Regions and Lots (Strand 1)Budget (EUR) and min. scholarships

Central Asian Republics

9.75 M, 350 sch

5

3

53

5

2

1+

3

1

1

11

1

1

11

ENPIDCI EDF IPAn = n° of projects to be selected

Asia Regional24.75 M, 1100 sch

4141

US & CANEUR 1 m20 sch

Action 2: Regions and Lots (Strand 2)

GulfEUR 2.1 m

50 sch

JPN & KOREUR 1.5 m

30 sch

SE AsiaEUR 1.4 m

35 sch

AUS & NZEUR 1.5 m

30 schICI

EUR 7.5M, 165 scholarships

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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

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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

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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

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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

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Action 2 award criteria: Strand 11: 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%)

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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%)

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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

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Action 2 selection processAssessment 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

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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

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Tips

• Ensure commitment at high level of the HEIs • 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-country HEIs to manage international projects

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Action 2 in the UK

2007 2008 2009

Coordinator 1 1

Partner 3 8 6

19 UK HEIs involved in Action 2 (ECW) projects

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Erasmus Mundus website

http://eacea.ec.europa.eu/erasmus_mundus/index_en.php

Infoday site (with presentations and videos)

http://eacea.ec.europa.eu/erasmus_mundus/events/infoday_2010_en.php