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Erasmus+

Social Inclusion

Welcome!

We will start at 14°°

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If you have questions during the session please send them to:

EACEA-Policy-Support@ec.europa.eu

We will answer questions live!

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Introduction

1. Introduction

2. Policy Context of the Call

3. How to Prepare an Application

4. How to submit & Some

Financial Aspects

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Policy

Policy Context of the Call Education & Training

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Erasmus+ Social Inclusion

INFODAY 11 December 2018

Renato Girelli

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Michela t

What I want is for Europe to have a social triple-A rating: that is just as important as an economic and financial triple-A rating.

October 2014

Jean Claude Junker

https://ec.europa.eu/commission/sites/beta-political/files/2-years-on-social-europe_en_0.pdf

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Social Summit for Fair Growth and Jobs

Gothenburg, 17th November 2017

http://www.government.se/socialsummit

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Strengthening European Identity through Education and Culture

Sets the vision of a European Education Area

Good quality and inclusive education from childhood on lays the groundwork for social cohesion, social mobility and an equitable society.

Education forms the basis for active citizenship, plays a pivotal role for people to experience what it means to be "European". It helps maintaining our cultural community, our common values and identity

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https://ec.europa.eu/commission/priorities/deeper-and-fairer-economic-and-monetary-union/european-pillar-social-rights_en

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EUROPEAN PILLAR OF SOCIAL RIGHTS

Equal opportunities and access to the labour market

1. Education, training and life-long learning : Everyone has

the right to quality and inclusive education, training and

life-long learning in order to maintain and acquire skills

that enable them to participate fully in society and manage

successfully transitions in the labour market.

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European Council 14th December 2017

http://www.consilium.europa.eu/media/32204/14-final-conclusions-rev1-en.pdf

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Our instruments

The European semester

The Policy dialogue

The EU programmes (Erasmus+)

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The European semester

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The European Semester As of 2010, it enables the EU MSs to coordinate their economic policies and address the challenges facing the EU.

The 2018 autumn package insists on:

………

• structural reforms that improve the business environment, ... supporting innovation,

• boosting investment, fighting corruption,

• strengthening education systems,

The European semester

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The European semester

• EARLY SCHOOL LEAVERS

• TERTIARY EDUCATION ATTAINMENT Labor markets and skills

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Europe 2020 strategy

2020:

decrease by 20.000.000

~ 1.7 points

10% early school leavers

40% Higher Education attainment

2020:

decrease by 20.000.000 ~ 1.7 points

10% early school leavers

40% Higher Education attainment

2015

201255

2015

201255

24%

at risk of poverty and exclusion

24%

at risk of poverty and exclusion

39.1%

Higher Education attainment

39.1%

Higher Education attainment

10.7 %

early school leavers

10.7 %

early school leavers

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23.5

22.5

2008 > 2017

GR + 0.8 => + 6.7%

SP + 1.5 => + 2.8%

IT + 2.4 => + 3.4%

NL + 0.4 => + 2.1%

At risk of poverty and exclusion

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https://ec.europa.eu/education/policy/strategic-framework/et-monitor_en

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EUROPE 2020 TARGETS

foreign born 19,7 > 19,4 women 9,2 > 8,9 – men 12,2 > 12,1

foreign born 35,3 > 36,3 women 43,9 > 44,9 – men 34,4 > 34,9

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EUROPE 2020 TARGETS

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The policy dialogue

• OMC: Working groups ET 2020

(promoting common values and inclusive education)

• Mutual learning: peer learning peer counselling

• Forum (meeting with the stakeholders)

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KA 3- Social inclusion through education, training Specific objectives of the current call

acquisition of social and civic competences, knowledge, understanding and ownership of common values and fundamental rights,

enhancing critical thinking and media literacy among learners, parents and educational staff,

The EU programmes (Erasmus+)

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promoting inclusive education in particular for disadvantaged learners,

supporting the inclusion of newly arrived migrants in good quality education,

fostering digital skills and competences of digitally excluded groups

The EU programmes (Erasmus+)

KA 3- Social inclusion through education, training Specific objectives of the current call

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Better knowledge and good practices and a wide dissemination.

Innovative approaches, implemented and assessed.

Educational staff and managers aware and willing to practice inclusive educational approaches.

New or updated mechanisms and services to support learning providers in implementing inclusive education approaches.

What we expect from projects

The EU programmes (Erasmus+)

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Thank you! Q & A

EACEA-Policy-Support@ec.europa.eu

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Application

How to Prepare an Application

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Erasmus+ Social Inclusion

INFODAY 11 December 2018

Erik Ballhausen

EACEA/10/2018

• Call documentation

• Evaluation Process

• Some tips

Key Action 3 - Support for Policy Reform

Planning

Stages Timing

Publication of the Call Online InfoDay

EACEA Funding Page 11th December 2018

Submission Deadline 26th February 2019 at 12:00 (noon Brussels time)

Evaluation period March – June

Notification of Results June/July

Project start dates 1st November or 1st December 2019 or 15th January 2020

Budget Amounts

Total Budget 10.000.000€

Education & Training (lot1) 10.000.000€

Maximum financing EU 80%

Maximum grant per project 500.000 €

Call documentation

ApplicationProcess

Steps 1 & 2 Registration: EULogin & PIC

Step 3 create eForm; select action, language & input PICs of partnership

Step 4 Fill in eForm

Step 5 Fill in & attach annexes to eForm

Step 6 Validate the eForm

Step 7 Submit the eForm

ApplicationProcess

Preliminary checks

Eligibility

Exclusion criteria

Expert evaluation

Individual

Consensus

Commission selection

Selection of Projects

Funding available

Selection criteria

Eligibility

Applicants

Activities & duration

Capacity

• The minimum partnership requirement is 4

organisations from 4 different programme

countries.

• The 28 Member States of the European Union

• the EFTA/EEA countries: Iceland, Liechtenstein,

and Norway

• EU candidate countries: the FYR of Macedonia

and Turkey

Partnership criteria

• Regular partners

• Associated partners

• National Agencies

• Networks

• Affiliated partners

Partners Partners Partner-

ship?

Partnership

Partners Partners Partner-

ship?

Associated: In general no grant

National Agencies:

Networks:

Affiliated:

Not the E+ part

At least 2 non-members

Lead & affiliates mandated

Partnership

What do we ask them to do?

Expert evaluation

Individual

Consensus

• Understand the call and all its procedures

• Read the briefing material

• Follow remote briefings

• Perform a guided & overlooked exercise

evaluation of a mock-application

• Write individual assessments (remotely; no

contacts in-between them)

• Reach consensus (on comments &

scores)

• Attend consolidation & final panel

meeting

Award Criteria

Relevance

• Purpose

• Consistency

• Upscaling

• EU added value

Quality designs implementation

• Strategic plan

• Structure

• Management

• Evaluation

Partnership cooperation

• Configuration

• Commitment

• Cooperation

Impact dissemination

• Dissemination

• Exploitation

• Impact

• Sustainability

30 30 20 20

Application Process

Commission selection

Selection of Projects

Funding available

• The Evaluation Committee decides

which projects will be funded

• At least 60% total score & 50% of

each award criterion

• No duplication

• No double funding

• Selection taking into account the

call priorities and objectives

• According to available funding

• Possible reserve list

Decide which general and specific objectives the project proposal addresses:

1. General objectives of the Call

2. Specific Objectives of the Call

PART 1 - Call objectives

Objectives

Disseminating and/or scaling up good practices on inclusive learning

initiated in particular at local level. In the context of the present call,

scaling up means replicating good practice on a wider scale or

transferring it to a different context or implementing it at a

higher/systemic level;

Developing and implementing innovative methods and practices to

foster inclusive education and/or youth environments in specific contexts.

1 – Aims & activities

2 – Role of partner(s) in the project

3 – Operational capacity

4 – List of associated partners

PART 2 –Presentation of partnership

1. Relevance

2. Quality of projects design and implementation

3. Quality of partnership and the cooperation arrangements

4. Impact, dissemination and sustainability

PART 3 - Award Criteria

PART 4 - Work plan & work packages

• Work package type

• List of activities

• Contributing partners

• Balanced attribution

• Outputs

• Description and envisaged results

• Upscaling

• Dissemination

• Target groups

• Expenditure

PART 4 & 5 & 6 Tables to be filled out

PART 4 - Work plan & work packages

• Consistency

• Coherence

• Well thought through structure

• Clear purpose

• Succinct formulation

PART 5 – Overview of partners

• Coherence with eForm

• Complete

• Well planned

• Expertise

• Meaningful contributions

PART 4 & 5 & 6 Tables to be filled out

PART 6 – Logical framework matrix

1. Project general objectives

2. Projects specific objectives

3. Results

4. Activities

• Intervention or logic

• Indicators of achievement

• Indicator measurement

• Assumptions & risks

Should provide a comprehensive overview!

PART 4 & 5 & 6 Tables to be filled out

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Thank you! Q & A

EACEA-Policy-Support@ec.europa.eu

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Application

Do's & dont's

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Erasmus+ Social Inclusion

INFODAY 11 December 2018

Erik Ballhausen

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Purpose of your project

Why? What? When? Who? Whom?

Innovate through FLC

Why

EU added

value Policy collaboration

Education,

Training & Youth

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Are you convincing?

Why? What? When? Who? Whom?

• Motivation

• Scope

• Expertise / Interest

• Need

• Timing

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The circumstances that form the

setting for a project and in terms of

which it can be fully understood.

Coherence - Context

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Analysis • Analysis of needs of target groups; of impact

Rational • Justified up-scaling or innovation

Provision • Evaluation to provide evidence to inform policy

Policy • Recommendations for improvements

Wider Context

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Scaling-up or Innovating

What ?

• Outcome

• Result

• Impact

When? How? Which level?

• Onset

• Peak

• End

• Vertical

• Horizontal

• Institutional

• Local

• Regional

• National

• EU

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Who?

• Ensure willingness & ability to participate

• Target Groups

• Participants

• Stakeholders

• Politicians

How ?

• Pre-define their roles & tasks

• Institution

• Organisation

• Public Body

• Ministry

When ?

• Evaluate at which stage which desired impact is expected.

• To be done before roll-out.

What ?

• Define expected outcomes.

• Measure them against the expected impact.

Scaling-up or Innovating

How?

• Pre-define their roles & tasks

• Institution

• Organization

• Public Body

• Ministry

Who?

• Ensure willingness & ability to participate

• Target groups

• Participants

• Stakeholders

• Politicians

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Relevant Methodology

• Focuses inquiry • Challenges

assumptions

• Opens new possibilities • Evokes more

questions

• Continuous evaluation process

SMART = specific => measurable => achievable => reliable => time framed

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Relevant Methodology

• Focuses inquiry • Challenges

assumptions

• Opens new possibilities • Evokes more

questions

• Continuous evaluation process

SMART = special => meaningful => attractive => reasonable => teaching & learning

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ACTIVITIES

OUTPUTS

OUTCOMES

IMPACT General Call Objectives

PARTNERSHIP

Specific Call Objectives

Operational Objectives

What is the expected impact, from Social Inclusion Call projects?

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Measuring Achievements

• Activities / policies improving ETY systems 3 countries or more;

• N° of new providers or new approaches mainstreamed in ETY

• N° of innovative approaches successfully piloted & upscaled;

• Methodologies / approaches / good practises agreed with respective policy-making institutions / decision takers

Improved Education Training & Youth Systems

• % reported increase of number of enrolled learners of disadvantaged backgrounds

• % reported increase of marginalised learners in the participating organisations with improved learning performance

• % reported increase of improved participation of disadvantaged learners in the life of learning communities

• % reduction of drop-outs in the participating ETY systems

Enhanced Quality of Education Training & Youth Systems

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Structural Indicators Monitoring Education and Training Systems in Europe

Which European countries provide specific guidelines and guaranteed places for early childhood education? Do schools receive additional resources for disadvantaged students? Where in Europe do teachers receive trainings to tackle students' early leaving and underachievement? Is informal learning recognized everywhere in Europe for entry into HE? How common are work placements as part of HE programs? The information covers 40 European education and training systems.

Early childhood education & care Achievement in basic skills Early leaving Education &T raining Higher Education Graduate Employability

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Evidence-based Policy-Making in Education

Support Mechanisms

This report describes the mechanisms and practices that support evidence-based policy-making in the education sector in Europe. It provides an initial mapping of a complex area. It compares institutions and practices in evidence-based policy-making, as well as the accessibility, and mediation, of evidence. The report also presents more detailed information, with specific examples of the use of evidence in policy formulation for each individual country. The report covers the 28 EU Member States as well as Bosnia and Herzegovina, Switzerland, Iceland, Liechtenstein, Montenegro, the FYR of Macedonia, Norway, Serbia, and Turkey.

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KISS

• Keep it short & simple

• To the point

• Organise & structure text

• Information / context

• Concrete / descriptive / defining

• Audience

• Proof reading

For content questions:

EACEA-Policy-Support@ec.europa.eu

For technical questions:

EACEA-helpdesk@ec.europa.eu

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Thank you! Q & A

EACEA-Policy-Support@ec.europa.eu

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Application

How to Submit & Some Financial Aspects

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Erasmus+ Social Inclusion

INFODAY 11 December 2018

Michela Beeati & Jehan Laroch

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Summary

1. Call page

2. Steps in the submission procedure

3. eForm & Annexes

4. Tips and hints

1. Detailed budget table

2. Questions & Answers session

Steps in the submission procedure

Financial Aspects

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If you have questions now you can send them to:

EACEA-Policy-Support@ec.europa.eu

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1. Call - EACEA/21/2018

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Timetable

Stages Date and Time or indicative period

1 Deadline for submitting applications 26th February 2019 at 12:00 (noon Brussels time)

2 Selection period March to June 2019

3 Information to applicants June to July 2019

4 Signature of gran agreement August to November 2019

5 Starting date of the action 1st of November 2019 , 1st December 2019 or 15th January 2020

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Before starting, read carefully: • Guidelines for Applicants EACEA/21/2019 • Instructions for Applicants • eForm User Guide

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2. Steps in the submission procedure

Steps 1 & 2: Register organisations (EU-

Login-PIC)

Step 3: Select programmme, funding and participants -> eForm

Step 4: Fill in the eForm

Step 5: Attach Annexes to the eForm

Step 6: Validate the eForm

Step 7: Submit the eForm

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Step 1 • Applicants must have an EU Login account.

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Step 2 • Each organisation must register in the Participants’ portal and receive a

Participant Identification Code (PIC).

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Compulsory documents to be uploaded in the Participants' portal:

1. Legal entity form. 2. Financial identification form. 3. Your VAT registration (when applicable)

Important! Each applicant organisation should use only one PIC code.

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Step 3 • Create your official electronic application form (eForm)

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How to create eForm 1. Create new application for funding

2. Select from drop-downs: Programme: Erasmus+

Funding opportunity: Call for Proposals 'EACEA-21-2019'

Language: English

List of participating organisations (PIC numbers)

3. Then create eForm Important! Once you have created your application form, it is not possible to switch the role of Applicant Organisation to a different organisation.

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Step 4

• Fill in the eForm

• Test your connection

Important! Save the eForm on every step of the process!

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• Attach the compulsory Annexes

• Note that the templates provided for this are compulsory

Step 5

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Step 6 • Test your connection

You can test your connectivity to verify if technically you can submit your eForm by clicking on the "Test your connection" button at any moment during the preparation of your application.

• Validate the eForm • The "Validate Form" button appears at the bottom of each page of the form.

• This allows you to check the validity of your data for each page as you fill it in.

• The errors will be highlighted in colour in the form.

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Step 7 • Submit the eForm

The "Submit this form" button turns from grey to green when validation has been

carried out successfully.

When you complete the process, the submission number will be added to the eForm:

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1. Call page

2. Steps in the submission procedure

3. eForm & Annexes

4. Tips and hints

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3.Electronic application Form - eForm (1/4) Part A - Identification of the applicant and other organisations participating in the project

- Part A.1 - Organisation

- Part A.2 - Person responsible for the management of the application (contact person)

- Part A.3 - Person authorised to represent the organisation in legally binding agreements (legal representative)

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3.Electronic application Form - eForm (2/4) Part B – Organisation and activities

- Part B.1 – Structure

- Part B.2 – Aims and activities of the organisation

- Part B.3 – Other EU grants

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Part C - Dates, Budget and Description of the Project

- Part C.1 - Dates and duration

- Part C.2 - Summary budget

- Part C.3 - Summary of the project

3.Electronic application Form - eForm (3/4)

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Part D - Erasmus+ Programme topics

3.Electronic application Form - eForm (4/4)

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Annexes:

• The Annexes are:

1. Detailed project description 2. Detailed budget table 3. & 4. Declaration on Honour and Mandate letters (as one single document)

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Annex 1. Detailed project description

• Applicants are recommended to read carefully the Guidelines and the Instructions before filling out the Detailed Project Description.

• Use the same language as in the eForm

• Respect the characters limit

• Limit the use of pictures and diagrams to avoid problems during submission (the maximum capacity of the Application Package (eForm + annexes = 10 MB)

Annex 2. Detailed budget table

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Annex 3. Declaration on honour • For applicant organisation only

• Attests to applicants' status as a legal person and to their financial and operational capacity to complete the proposed activities

Fill in: – the Legal representative name – details of the organisation (name, legal form, VAT, etc.) – the grant amount (not the whole application budget!) – project title – check in the "yes/no" boxes regarding the situation of exclusion – the Legal Representative name, function, signature, stamp of the

organisation and signature date

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Annex 4. Mandate letters

• Filled in by each organisation listed in the eForm, except the applicant organisation

• Give mandate to the applicant organisation for the Grant Agreement

• Signed and stamped by the Legal Representative of each partner organisation

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1. Overview call documentation

2. Steps in the submission procedure

3. eForm & Annexes

4. Tips and hints

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4. Tips and hints (1/3)

COHERENT in its entirety; avoid contradictions; avoid "patchwork"

SIMPLE: better a few well-chosen words than long/vague explanations

CONCRETE: use examples, justify your statements, bring proofs

CLEAR: Follow the questions and answer them in the right order

EXPLICIT: do not take anything for granted; don't assume: experts cannot read your mind; avoid abbreviations or explain them

RIGOROUS: the application is the basis on which your project will be implemented; it is also the cornerstone of your partnership commitment

FOCUSED: stick to what is asked

The project proposal

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4. Tips and hints (2/3)

Skilled project manager and team

Clear idea of the ideal mixture of skills to form partnership

Ensure that partners involvement in the project proposal (work packages and budget) has been fully discussed and agreed

Partners who provide low quality input to the drafting of the application may not provide high quality input into the project!

Co-operates on every step of the process

The partnership

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4. Tips and hints (3/3)

Have the project idea firmly in mind before completing the documentation

Take time to understand the different steps of submission, how the form and annexes are constructed

Allow time for drafting and reviewing and redrafting the texts

Test your draft application on an outsider

It is a time-intensive process and will require dedicated staff time

Don’t wait until the last minute of the last day before submitting the eForm!

Advice on completing the form

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Thank you! Q & A

EACEA-Policy-Support@ec.europa.eu

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Application

Some Financial Aspects

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Detailed budget table (1/3)

• Respect the rules in the instructions for applicants,

• Spend time on your budget,

• All figures must be presented in Euros,

• All figures must be entered manually into the budget table

(no copy/paste and linking of tables)

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Detailed budget table (2/3)

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Detailed budget table (3/3)

• Sheet 1: Consolidated Budget (summary sheet)

• Sheet 2: A. Staff (The number of working days will be validated)

• Sheet 3: B1. Travel & subsistence (for staff members)

• Sheet 4: B2. Equipment (rent, purchase, lease)

• Sheet 5: B3 Subcontracting (specific tasks not performed by the consortium)

• Sheet 6: B4 Other (Audit certificate, dissemination, T&S non-staff,…)

• Sheet 7: Indirect costs (flat rate up to 7% of the eligible costs)

• Sheet 8: Revenue

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Contact

For content questions: EACEA-Policy-Support@ec.europa.eu

For technical questions: EACEA-helpdesk@ec.europa.eu

Good luck with your application!

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Detailed budget table (1/3)

• Respect the rules in the instructions for applicants,

• Spend time on your budget,

• All figures must be presented in Euros,

• All figures must be entered manually into the budget table

(no copy/paste and linking of tables)

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Detailed budget table (2/3)

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Detailed budget table (3/3)

• Sheet 1: Consolidated Budget (summary sheet)

• Sheet 2: A. Staff (The number of working days will be validated)

• Sheet 3: B1. Travel and subsistence (for staff members)

• Sheet 4: B2. Equipment (rent, purchase, lease)

• Sheet 5: B3 Subcontracting (specific tasks not performed by the consortium)

• Sheet 6: B4 Other (Audit certificate, dissemination, T&S non-staff,…)

• Sheet 7: Indirect costs (flat rate up to 7% of the eligible costs)

• Sheet 8: Revenue

For content questions:

EACEA-Policy-Support@ec.europa.eu

For technical questions:

EACEA-helpdesk@ec.europa.eu

Thank you! Q & A

EACEA-Policy-Support@ec.europa.eu

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