European Commission

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Socrates- GrundtvigGuidelines for
applicants SOCRATES Guidelines for Applicants
general framework (2000/2006)SOCRATES General
Call for Proposals 2003 specific priorities for
the year
European Commission
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Socratesobjectives and activities

• Strengthen European dimension in education
• Improve the knowledge of languages and the
  understanding of different culture
• Promote co-operation with transnational
  partnership
• Promote transnational mobility of persons
• Encourage innovation in educational practices
• Develop the use of ICT in education
• Observe and analyse education systems and policies

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Grundtvig 4 2003 Priorities

• Grundtvig 4 General Commission priorities
  General Socrates priorities plus the following
• Identifiying Needs
• Stimulating demand
• Valuing Learning
• Guidance Counselling
• Financing LLLL
• Parental / family education
• Senior citizens
•  Disadvantaged  groups (disabled, rural areas,
  migrants, etc.)

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Grundtvig 4 2003 Priorities
Grundtvig 4 Networks should demonstrate their
capacity to Strenghten the links between the
AE actors Improve the quality of AE in an
European context develop courses / produce
material support the European activities of AE
actors Disseminate information on and facilitate
access to learning opportunities and
resources European activities / projects Improve
Stimulating demand
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Grundtvig 4 2003 Priorities
Grundtvig 4 Networks must be geographically
broad-based and inclusive composed of strong and
representative organisations sustainable
 Disadvantaged  groups (disabled, rural
areas, migrants, etc.)
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Eligible countries

• 15 member states Belgium, Denmark, Germany,
  Greece, Spain, France, Ireland, Italy, Luxemburg,
  the Netherlands, Austria, Portugal, Finland,
  Sweden and the United Kingdom.
• EFTA countries Iceland, Liechtenstein, Norway.
• Accession candidate countries
• Associated countries Bulgaria, the Czech
  Republic, Estonia, Hungary, Latvia, Lithuania,
  Poland, Romania, Slovakia, Slovenia.
• Cyprus, Malta

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Selection process

• 2 phase selection
• Pre-proposals 1 NOV 2003 - Proposals 1 MARCH 2003
• Projects received at TAO (centralised action)
  March 2003
• NAs positions (Not for Grundtvig 4)
• Technical and financial analysis March -
  mid-April 2003
• Independent experts analysis April 2003
• Commission proposition - Mid-Mai 2003
• Socrates committee - Mid-June 2003
• European Parliament - July 2003
• Commission decision (decision list) - July 2003
• Contractualisation - September 2003

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Selection Criteria

• Rules regarding pre-proposals and proposals
• Respect of deadlines
• Form to be completed in one of the 11 official
  languages
• Application must be typewritten or word-processed
• Original forms with original signature of the
  person legally authorised to sign and original
  stamp of the institution.
• The signed original and 4 copies sent in the same
  envelope.
• Selection according to eligibility and quality
  criteria.

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General selection criteria

• Criteria relating to the relevance of the topic
• Contribution to enhance quality and promote
  innovation
• Relevance of the themes and activities chosen
• Added value of the project in European terms
  (impact, expertise, dissemination)
• Balanced representation (geography, type of
  institutions)
• Promotion of equality, equal opportunities for
  disabled persons, and fight against racism

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General selection criteria

• Criteria relating to the relevance of the topic
• Clarity of objectives
• Consistency of general design
• Identification of learning needs
• Experience of the participating organisations and
  combined added value.
• Quality of the management arrangements for the
  project
• Quality of the proposals for monitoring and
  evaluation
• Quality of the arrangements for disseminating
  results, multiplier effect, visibility/transferabi
  lity.

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Application form

• Project Title
• Maximum of 12 words start with an acronym or
  abbreviation, if applicable.
• Summary of the project
• Identify clearly, in a maximum of 200 words, the
  following aspects of your project Objectives,
  Target groups, Main activities and Expected
  outputs.
• If successful, this summary will be used as the
  description of the project (compendium and press
  purposes)

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Application form

• Duration and languages
• 12/24 or 36 months
• 11 official languages
• English, French and German summaries
• Financial support from the European Community
• Necessary to indicate if there are other
  financial supports
• Already been supported in the past by the
  European Community?
• Currently being supported under the SOCRATES
  Programme or some other European Community
  programme?
• Currently the subject of any other application
  for support from the European Community?

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Application form

• Partnership
• Legal representative, Coordinator, Partners

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Application form

• Budget
• In Euros for the whole duration of the project

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Application form

• Budget

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Application form

• Other Budget information requested
• Specification for contribution per institution
• Explanation for allocation of grant per
  institution
• Specification for staff costs
• Specification for direct costs
• Subdivision of costs according to work plan

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Project Description

• Typology
• Sector addressed by the project
• General or unspecified, migrants / ethnic or
  other minorities, unemployed persons, persons in
  prison or ex-offenders, young persons
  (approximately 16-25 age range) at risk of social
  marginalisation, adult learners in rural areas,
  disabled persons, other economically or socially
  disadvantaged groups, senior citizens, young and
  adult female persons , young and adult male
  persons

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Project Description

• Rationale, Objectives and Target Groups
• Rationale Background to the project
• Define the concrete aims and objectives of the
  project
• What is considered to be innovative about the
  project
• Indicate the main pedagogical and didactical
  approaches
• Specify the categories of persons who will
  directly use or implement the outputs
• Specify the nature and size of the target groups
  which the project is designed to benefit

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Project Description

• Envisaged outputs
• Describe precisely the envisaged outputs of the
  project
• Specify in each case the nature, volume,
  structure, content and language envisaged
• Indicate for each output the categories of
  persons who will directly use it
• Indicate the ultimate target groups
• Indicate how and to what extent the organisations
  participating would implement the outputs

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Project Description

• Evaluation
• Describe how the progress and functioning of the
  project will be monitored
• Describe the evaluation strategies
• Explain if evaluation will be carried out
  internally or by an external evaluator
• Specify the focus of this evaluation.
• Dissemination
• Describe how the experiences and outputs of the
  project (process and product) are to be
  disseminated in the countries participating in
  the project and beyond

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Project Description

• Partnership composition and contribution
• Provide for the coordinating institution and each
  of the other institutions participating in the
  project
• type of institution (legal status)
• size of institution in terms of the total number
  of personnel and learners, and the number of
  personnel directly involved in adult education,
  expertise of the institution in the field covered
  by the project and experience in cooperation at
  local, regional, national and trans-national
  level
• the specific tasks to be assigned each
  institution within the project

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Project Description

• Partnership composition and contribution
• Number of personnel (in absolute numbers and as
  full-time equivalents) to be involved in the
  project.
• Project management, distribution of work packages
  and responsabilities or involvement of partners.
• Cooperation and communication between partner
  institutions, language(s) to be used, specific
  arrangements envisaged for resolving any
  conflicts
• List other institutions which will participate
  actively in the project without receiving support
  from Socrates grant

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Project Description

• Planning of activities
• Describe and justify the overall working methods
  the partnership intends to use
• Indicate the working methods envisaged in order
  to produce the outputs
• Justify in overall terms the duration of the
  project
• Describe any plans you may have for establishing
  links with other projects
• When the financial support from Grundtvig is
  finished, indicate a sustainability strategy

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Project Description

• Planning of activities
• Dividing the project into relevant stages

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Project Description

• Contribution to transversal policies
• Specify where applicable how and to what extent
  the project will actively
• Promote equal opportunities between women and men
• Promote equal opportunities for disabled persons
• Contribute to the fight against racism and
  xenophobia
• Promote social and economic cohesion
• Promote language learning and teaching

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Accomodation and subsistence rates
If there is no overnight stay, the amounts are
reduced by 50
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According to the International Standard
Classification of Occupations (ISCO-88
(COM))Maximum daily rates
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• STAFF CATEGORY 3
• 300 Technicians and associate professionals
• 310 Physical and engineering science associate
  professionals
• 330 Teaching associate professionals
• 340 Other associate professionals
• STAFF CATEGORY 4
• 400 Clerks
• 410 Office clerks
• 420 Customer services clerks

• STAFF CATEGORY 1
• 100 Legislators, senior officials and managers
• 120 Corporate managers
• 121 Directors and chief executives
• 130 Managers of small enterprises
• STAFF CATEGORY 2
• 210 Physical, mathematical and engineering
  science professionals
• 220 Life science, Health professionals
• 230 Teaching professionals

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Contractual Life of your Project

• Selection results
• Issuing contract
• Interim Report for multi-annual contracts
• Final Report

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Contractual Relationship

• Commission / Beneficiary organisation
• Duration of the contract (12, 24 or 36 months)
• Beneficiary obligations
• respect of contractual objectives
• informing on changes
• information on results use of Community grant
  (Interim Report Final Report)

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Contractual timetable