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National Information Day
Homs, 1 March 2009
Deirdre Lennan, DG Education and Culture
PRESENTATION IN THREE PARTSPRESENTATION IN THREE PARTS
1. Part I: Basic features of Tempus IV
2. Part II: Results of the First Call
3. Part III: Second Call Parameters
4. Part IV: Main Novelties in Second Call
BASIC FEATURES (I)BASIC FEATURES (I)
Objectives:
To establish an area of cooperation and modernisation in higher education between the European Union (EU) and the partner countries in the surrounding area, including Central Asia.
Strong linkage with EU higher education
policies (Lisbon and Bologna).
BASIC FEATURES (II)BASIC FEATURES (II)
Focus on:
Institutional cooperation.
Strong involvement of national authorities (in the definition of priorities, the selection of projects and during impact assessment).
Strong linkage with EC Delegations in partner countries (liaising with authorities, selection of projects).
BASIC FEATURES (III)BASIC FEATURES (III)
Approach:
Bottom-up programme mainly implemented through calls for proposals seeking projects targeting reforms in higher education institutions and/or systems.
Strong accent on relevance, dissemination, sustainability and exploitation of results.
Complements Erasmus Mundus and External Cooperation Window (mobility programme).
BASIC FEATURES (IV)BASIC FEATURES (IV)
Local Support:
National Contact Points in EU Member States
National Tempus Offices in Partner Countries (PCs)
Teams of Higher Education Reform Experts in partner countries are part of new strategic activities launched to support and facilitate institutional reforms in PCs
Out of 530:
13% Structural Measures (new parameters, ambitious objectives, need more coordination with national authorities)
87% Joint Project (most familiar & interesting for academics)
52% = Joint Projects curricular reform
42% National projects (i.e. involving only 1 Partner Country)
58% Multi-country projects (i.e. involving more than one Partner Country. JEP 2006 = 10% Multi Country)
First Call in 2008: Type of Proposals
Joint Projects Curriculum Reform: academic disciplines balanced between soft sciences/humanities & hard sciences.
Structural Measures; few submitted, difficult
aim of reforming HE at national level, need strong support and involvement from ministry responsible for HE
High regional and cross-regional cooperation in multi-country proposals; even among partner countries in politically difficult situations
First Call: Type of proposals
530 proposals (average grant = 1 m €)
85 not eligible (new parameters)
262 passed academic assessment (50%)
160 passed technical assessment (30%)
126 in consultation (24%) (avg = €1 m budget, 10 partners)
76 projects funded (overall success rate: 15%)
First Call: Selection Statistics
First Call: Overview of selection progress
530
445
262
195160
126
76
0
100
200
300
400
500
600
1
Proposals Received
Underwent AcademicAssessment
Passed AcademicAssessment
Underwent TechnicalAssessment
Passed both assessements
Sent to consultation
Likely to fund
First Call: External Assessors’ Feedback
Part of application best completed?
Logical Framework Matrix
Work Plan
Needs analysis
Description of partner institutions
Project summary
First Call: External Assessors’ Feedback
Part of application worst completed?
Sustainability & dissemination
Outcome & activity tables
Quality control, monitoring and management
Budget
First Call: External Assessors’ Feedback
What was most difficult to assess?
Value for money
Appropriate equipment
Academic content is relevant and up-to-date
Are technologies really necessary
Ownership of project and high motivation of partners
Conclusion
Important in Second Call:
Relevance
Sustainability
Impact
Mandatory involvement of ministry of education in SM projects
Cost effectiveness (staff cost ceiling, increase in co-financing)
The Syrian 1st call successes
University Chair on Innovation in 5 MEDA countries (Aleppo University)
Advanced Curriculum on Intelligent Transport System by means of ICT (Al-Baath University, Aleppo University, Damascus University, Tishreen University, Mamoun Private University for Science and Technology, Ministry of Transportation, Syrian Engineering Association, Municipalities of Homs and Aleppo)
Assurance Qualité dans les Instituts intermédiaires en Syrie (Al-Baath University, Aleppo University, Damascus University, Tishreen University, Ministry of Higher Education)
2 Joint Projects and 1 Structural Measures
Part II: SECOND CALLPart II: SECOND CALL
A range of themes are defined based on the EU higher education modernisation agenda.
The Tempus IV themes concentrate on higher education curriculum reform, governance and links with society.
National and Regional priorities are selected from the list of themes.
THEMESTHEMES
Curricular reform: ECTS, 3 cycles, diploma supplement
Governance reform University management; quality assurance; autonomy & accountability; equal access to HE; international relations.
Higher Education and Society Training; partnerships with enterprises; knowledge triangle; lifelong learning; qualifications frameworks
PRIORITIES PRIORITIES
National priorities Defined by the Ministries of Education and
selected from the overall programme themes
Regional Priorities for multi-country Extracted from strategic documents of
European Commission regarding region and/or Partner Countries
New element introduced in Second Call
PRIORITIES (II)PRIORITIES (II)
Strict adherence to eligibility criteria re priorities:
National priorities for national projects (projects involving one single PC)
Regional priorities for multi-country projects (projects involving at least two PCs)
Multi country projects are also eligible if they address a theme which is a national or regional priority that is common to all participating PCs. i.e. Lifelong Learning in AZ (regional) & TJ (national)
National Priorities – Joint Projects
CURRICULAR REFORM GOVERNANCE REFORM HIGHER EDUCATION AND SOCIETY
Intro
du
ction o
f 3 cycle syste
m
EC
TS
and
reco
gn
ition o
f deg
ree
s
Mo
de
rnisa
tion
of curricu
la
Discip
line
s
Unive
rsity ma
nag
em
en
t and
stude
nt service
s
Intro
du
ction o
f qua
lity assura
nce
Institu
tion
al an
d fin
an
cial au
tono
my a
nd
acco
un
tability
Equ
al a
nd tra
nsp
are
nt acce
ss to h
igh
er ed
ucatio
n
Deve
lop
me
nt of in
tern
atio
nal re
latio
ns
Train
ing
of no
n-u
nive
rsity tea
che
rs
Deve
lop
me
nt of p
artn
ersh
ips with e
nte
rprise
s
Kno
wle
dge
triang
le: ed
uca
tion-in
nova
tion-re
search
Train
ing
cou
rses fo
r pub
lic service
s (min
istries, reg
ion
al/lo
cal au
tho
rities)
Deve
lop
me
nt of life
long
lea
rning
in so
ciety at la
rge
Qua
lificatio
ns fram
ew
orks
Partner country
Partn
er Co
un
try
Syria x x x x x
National Priorities – Structural MeasuresNational Priorities – Structural Measures
GOVERNANCE REFORM HIGHER EDUCATION AND SOCIETY
University
management and student services
Introduction of
quality
assurance
Institutional and financial autonom
y and accounta
bility
Equal and
transparent access
to higher
education
Development of
internatio
nal relations
Training of non-
university teachers
Development of
partnerships with
enterprises
Knowledge
triangle: educatio
n-innovatio
n-research
Training courses for
public services
(ministries, regional/loc
al authorities)
Development of
lifelong
learning in society at large
Qualifications
frameworks
Partner Country
SYRIA X X x X x
Regional Priorities – Joint Projects (I)
Curricula reform (modernisation of curricula (w/l ECTS structure)
Western Balkans (IPA)
Education/pedagogy (incl. Primary and secondary teacher training), vocational education and training, rural development, law and good governance (incl. Human rights)
Eastern Neighbouring Area (ENPI East)
Law and good governance (incl. Human rights), health, education, energy, environment (inc. Climate change), transport, information society, business and entrepreneurship, tourism
Southern Neighbouring Area (ENPI South)
Law and good governance (incl. Human rights), health, education, energy, environment (inc. Climate change), transport, information society, business and entrepreneurship, tourism
Central Asia (DCI)
Education/pedagogy, Law, Good governance, Water, Energy, Environment
Regional Priorities – Joint Projects (II)
REGIONAL
PRIORITIES
Region
Western Balkans (IPA) X X X X X X X
Eastern Neighbouring Area (ENPI East)
X X X X X X
Southern Neighbouring Area (ENPI South)
X X X X X X
Central Asia (DCI) X X X X X
Dev
elop
men
t of i
nter
natio
nal
rela
tions
Intr
oduc
tion
of q
ualit
y as
sura
nce
Inst
itutio
nal a
nd fi
nanc
ial
auto
nom
y an
d ac
coun
tabi
lity
Uni
vers
ity m
anag
emen
t and
st
uden
t ser
vice
s
Equ
al a
nd tr
ansp
aren
t acc
ess
to h
ighe
r ed
ucat
ion
GOVERNANCE REFORM HIGHER EDUCATION AND SOCIETY
Dev
elop
men
t of l
ifelo
ng
lear
ning
in s
ocie
ty a
t lar
ge
Qua
lific
atio
ns fr
amew
orks
Kno
wle
dge
tria
ngle
: edu
catio
n-in
nova
tion-
rese
arch
Tra
inin
g co
urse
s fo
r pu
blic
se
rvic
es (
min
istr
ies,
re
gion
al/lo
cal a
utho
ritie
s)
Tra
inin
g of
non
-uni
vers
ity
teac
hers
Dev
elop
men
t of p
artn
ersh
ips
with
ent
erpr
ises
xx
Regional Priorities – Structural Measures
REGIONAL
PRIORITIES
Region
Western Balkans (IPA) X X X X X X X
Eastern Neighbouring Area (ENPI East)
X X X X X X X
Southern Neighbouring Area (ENPI South)
X X X X X X X
Central Asia (DCI) X X X X X X
Dev
elop
men
t of i
nter
natio
nal
rela
tions
Intr
oduc
tion
of q
ualit
y as
sura
nce
Inst
itutio
nal a
nd fi
nanc
ial
auto
nom
y an
d ac
coun
tabi
lity
Uni
vers
ity m
anag
emen
t and
st
uden
t ser
vice
s
Equ
al a
nd tr
ansp
aren
t acc
ess
to h
ighe
r ed
ucat
ion
GOVERNANCE REFORM HIGHER EDUCATION AND SOCIETY
Dev
elop
men
t of l
ifelo
ng
lear
ning
in s
ocie
ty a
t lar
ge
Qua
lific
atio
ns fr
amew
orks
Kno
wle
dge
tria
ngle
: edu
catio
n-in
nova
tion-
rese
arch
Tra
inin
g co
urse
s fo
r pu
blic
se
rvic
es (
min
istr
ies,
re
gion
al/lo
cal a
utho
ritie
s)
Tra
inin
g of
non
-uni
vers
ity
teac
hers
Dev
elop
men
t of p
artn
ersh
ips
with
ent
erpr
ises
2 TYPES OF ACTIONS2 TYPES OF ACTIONS
Joint Projects, implemented at institutional level to reform curricula, improve university governance, create more links with society.
Structural Measures, implemented at national level for the development and reform of national higher education structures and systems in PC (Ministries must
be “associated partners” – can only receive travel costs &
per diems)
Joint Project ActivitiesJoint Project Activities
CURRICULAR REFORM
Adapt, modernise and restructure existing curricula with a focus on content, structure, teaching methods and the use of new teaching materials.
Establish study programmes with a double or multiple degree or a joint degree;
Establish links with the labour market.
GOVERNANCE REFORM Modernise the capacity, management and
governance of higher education institutions
Promote a quality assurance culture
HIGHER EDUCATION AND SOCIETY
Strengthen the role of higher education institutions in society at large
Address the "knowledge triangle" of education, research and innovation (project must not focus on research)
Encourage links between higher education
institutions and the labour market
Joint Project Activities (II)Joint Project Activities (II)
Structural Measures ActivitiesStructural Measures Activities
GOVERNANCE REFORM Licensing, Accreditation, Qualification frameworks, Quality assurance, Autonomy
HIGHER EDUCATION AND SOCIETY Links between different sectors of education, Links with the world of work, Capacity building for public administration
GRANT SIZE = € 500 000 to € 1 500 GRANT SIZE = € 500 000 to € 1 500 500500
for both Joint Projects and Structural Projects. Need to prove cost effectiveness!
Minimum grant size for national projects from Central Asia, Montenegro and Kosovo lowered to € 300,000.
PROJECT DURATION = up to 36 PROJECT DURATION = up to 36 monthsmonths
ELIGIBLE PARTNERSHIPSELIGIBLE PARTNERSHIPS
National projects: minimum of 6 HE institutions 3 from Partner countries, 3 from 3 different EU countries.
Multi-country projects: minimum of 7 HE institutions 2 from each Partner country (minimum 2 PC
x 2) 3 from 3 different EU countries
Exception: Montenegro and Kosovo only 1 HE institution
ELIGIBLE APPLICANTSELIGIBLE APPLICANTS
Joint Projects: State-recognised public or private HE institutions
(either in EU or PC) Associations, organisations or networks of HE
institutions
Structural Measures: State-recognised public or private HE institutions
(either in EU or PC) Associations, organisations or networks of HE
institutions Rector/teacher/student organisations (not
ministries)
ELIGIBLE PARTNERS ELIGIBLE PARTNERS
State-recognised public or private HE institutions (either in EU or PC)
Associations, organisations or networks of HE institutions
Rector/teacher/student organisations Non-governmental organisations Social partner and their training organisations Private and public enterprises Research institutions Public administrations, ministries or
national/regional authorities, as “Associated Partners”
ELIGIBLE COSTSELIGIBLE COSTS
Staff costs: max 40% of total eligible direct costs for academic and admin staff use maximum
daily rates (see tables in Annexes 1 & 2 of Call)
Travel and subsistence: Student mobility – up to 3 months (see tables in Annex 3 with cost of stay)
Equipment and supplies: max. 30% of total direct costs
Printing and publishing & “other costs”
FINANCINGFINANCING
Tempus grant:
Up 90% of total eligible direct costs Up to 7% of total eligible direct costs
Co-Financing from consortium resources:
At least 10 % of total eligible direct costs
NB: Percentage calculations are always based on total eligible direct costs.
AVAILABLE BUDGET
Southern Mediterranean (ENPI South): € 11.4 million
Eastern Europe/Caucasus (ENPI East): € 11.4 million
Bilateral allocation for Russia: € 8 million.
Western Balkans (IPA): € 17.7 million
Central Asia (DCI): € 4.5 million
NB: No individual country allocation except for bilateral allocation to Russian Federation
PRIORITY GIVEN TO PROJECTS THAT:PRIORITY GIVEN TO PROJECTS THAT:
Demonstrate a wider impact on higher education institutions and systems - Structural Measures
Involve a representative number of higher education institutions from a partner country
Promote regional cooperation
Involve non-academic consortium members.
Demonstrate a strong institutional and individual capacity building process.
Demonstrate that they actively involve students
Award CriteriaAward Criteria
Relevance (25 points)
Financial and operating capacity (20 points)
Methodology (25 points)
Sustainability (10 points)
Cost effectiveness (20 points)
Different Partnership requirements (increased / simplified)
Regional priorities are introduced
Ministries can be “associated partners” but not applicants or partners (can receive limited costs)
Co-financing increased to 10% of total direct costs
Ceiling for staff costs of 40% of total direct costs
Part III: Main Novelties (I)
Strict adherence to either national or regional priorities
Ministries responsible for Higher Education must be involved in Structural Measures projects as “Associated Partner”
Slightly different evaluation criteria
Emphasis placed on relevance, impact, cost- effectiveness and sustainability
Main novelties (II)
2nd Call: Selection Schedule
28 January Publication of call for proposals
28 April Proposal reception and response to questions
Beg May Reception notices sent to applicants; verification of data and duplicates
June - July Single Assessment by external assessors (from EU and partner countries)
End August Launch of consultation of short-listed projects with Tempus Offices, EC Delegations, Ministries
Mid Sept Feedback from ministries, Delegations, NTOs
Sept - Oct Preparation for selection panels & final decision on funding projects
Nov - Dec Preparation and sending of grant agreements
THANK YOU FOR YOUR ATTENTION!
TEMPUShttp://ec.europa.eu/tempus
Send your questions to: [email protected]
ERASMUS MUNDUS /
EXTERNAL COOPERATION WINDOW
ERASMUS MUNDUS/ EXTERNAL COOPERATION WINDOW
OBJECTIVES Mobility programme to promote institutional
cooperation in higher education between EU and third-countries
To improve transparency and mutual recognition of studies and qualifications for study periods abroad
To enhance academic staff and students capacities and employability
ERASMUS MUNDUS/ EXTERNAL COOPERATION WINDOW
ACTIVITIES FINANCED
Organisation of mobility and transfer of know-how and best practices
Implementation of individual mobility for students (undergraduate, Master, Doctorate, Post-graduate) and academic staff for the purpose of studying, teaching, training and research abroad
Two-way mobilities (to and from the Partner Countries)
ERASMUS MUNDUS/ EXTERNAL COOPERATION WINDOW
Partnership requirements
At least 5 European HEI (holding an Erasmus Charter) + 1 HEI from each of the third-countries covered in the geographical lot (exceptions for lots with particular difficulties)
Maximum 20 eligible partners (incl. the applicant)
The same partnership can apply to 4 lots max
ERASMUS MUNDUS/ EXTERNAL COOPERATION WINDOW
Planned duration Planned duration of projects: max 48 months
Preparatory activities: from 15 July 2009
Mobility up to 34 months
All individual mobilities must start at the latest by 1st September 2010
List of selected students and academic staff to be provided by 1st April 2010
ERASMUS MUNDUS/ EXTERNAL COOPERATION WINDOW
2009 CALL FOR PROPOSALS: M€ 163,5
Targeted third countries: Neighbourhood countries M€ 29 Western Balkans M€ 8,5 Middle-East M€ 3 Central Asia M€ 5 Asia: Regional Asia (2O), India (19) and China (26)
Latin America: Brazil (9,3), Argentina (2,1), Regional Latin America (41,6)
ERASMUS MUNDUS/ EXTERNAL COOPERATION WINDOW
FINANCINGFinancing for consortia: from 2,1 to 5,3 million Euros:
Organisation of mobility: 10,000€ per university, per lot Scholarships: travel, living allowance, full insurance, fees
(limited or Erasmus fee waiver) Undergraduate + Master scholarship: € 1000/month + tuition
fees (€3.000) + insurance (€75/ month) Doctorate scholarship: € 1500/month + tuition fees (€3.000)
+ insurance (€75/ month) Post doctorale scholarship: € 1800/month + tuition fees
(€5.000) + insurance (€75/ month) Academic staff fellowship: € 2500/month + insurance (€75/
month)
ERASMUS MUNDUS/ EXTERNAL COOPERATION WINDOW
TARGET GROUPS TARGET GROUP 1: Students and academic staff
registered in a university member of selected consortium
TARGET GROUP 2: Nationals of an eligible third country, enrolled in (or having obtained a university degree from) a university of these countries, but not member of the selected consortium
TARGET GROUP 3: Nationals of an eligible third country in a particularly vulnerable situation (e.g refugees, asylum seekers)
ERASMUS MUNDUS/ EXTERNAL COOPERATION WINDOW
How to obtain a scholarship
Selection of students & academic staff is the responsibility of the selected partnerships
The student / scholars selection criteria must: be common to all members of the partnership be communicated to potential applicants in
advance comply with the principles of transparency and
equality of treatment
ERASMUS MUNDUS/ EXTERNAL COOPERATION WINDOW
2009 CALL FOR PROPOSALS
Budget : EUR 163.5 M Mobility: approx. 6000 students Publication: December 2008Submission of proposals: 13 March 2009
http://eacea.ec.europa.eu/extcoop/call/2008/index_en.htm_
ERASMUS MUNDUS II
Erasmus Mundus II (2009-2013) will integrate: Erasmus Mundus Erasmus Mundus External Cooperation Window
Erasmus Mundus II will fund: Action 1 : joint masters and joint doctoral
programmes Action 2: mobility scheme between EU and
targeted non European countries (the current External Cooperation Window)
Action 3: projects to enhance the attractiveness of EU Higher Education in the world
ERASMUS MUNDUS II
Action 1: Scholarships (1)
Offered in at least 3 EU countries Mobility: study period in at least two institutions Scholarships for non EU students: max 24,000 €
per year Scholarships for EU students: max 13,000 € per
year Mobility grants for scholars: max 14,400 € for a 3
month stay Doctoral fellowship: between € 61 200 and €129
900 (depending on category, lab. or type of recruitment
ERASMUS MUNDUS II
Action 1: Scholarships (2)
Joint doctoral programmes + fellowships Joint admission, selection and exam criteria Inclusion of non EU universities in joint masters
and doctoral programmes Obligatory mobility Award of double, multiple or joint degrees Selected for five years Deadline for submission of proposals: 30 April 09 List of selected Masters (for students to apply):
http://ec.europa.eu/education/programmes/mundus/projects_en.html
ERASMUS MUNDUS II
Action 2: Partnerships (ex- « External Cooperation Window »)
Scholarships for non EU and EU nationals of varying length (3 months to 3 years)
Scholarships for bachelor, master, doctorate and post-doctorate students and HE staff (training, teaching, research)
Mobility not linked to specific programmes (all programmes on offer in partnerships can be followed)
Use of Erasmus mobility features and instruments Selection by universities
ERASMUS MUNDUS II
Action 3: Promotion of European Higher Education
Projects aimed at enhancing the attractiveness, profile, image, visibility and accessibility of EU HE
Projects relating to the international dimension of HE (promotion, QA, credit recognition, mutual recognition of qualifications, curriculum development, mobility, quality of services…)
Promotion of the programme and its outputs Conferences, seminars, workshops, studies,
analyses, pilot projects, prizes, international networks Public/private bodies active in HE
(EU and non-EU)
THANK YOU FOR YOUR ATTENTION!
TEMPUShttp://ec.europa.eu/tempus Send your questions to: [email protected]
ERASMUS MUNDUS/ EXTERNAL COOPERATION WINDOWhttp://eacea.ec.europa.eu/extcoop/call/index.htm
ERASMUS MUNDUS IIhttp://eacea.ec.europa.eu/static/en/mundus/erasmus_mundus_2009_2013_en.htm
Send your questions to:[email protected]