ERASMUS MUNDUS

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Education, Audiovisual Culture EXECUTIVE AGENCY
ERASMUS MUNDUS Action 2- Partnerships Paris -
30 november 2009
Anila Troshani Erasmus Mundus External
Cooperation Window Executive Agency for
Education, Audiovisual and Culture
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Presentation outlines

• EM external cooperation window facts and figures
• Erasmus Mundus 1 programme 2 mobility actions
• Call for proposals EACEA 2009
• 4. Application and selection procedures

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Erasmus Mundus I Objectives

• Promoting the quality offer in higher education
  with a distinct European added value
• Encouraging incoming mobility of third-country
  graduate students and scholars
• Fostering structured co-operation with
  third-country higher education institutions
• Enhancing the profile, visibility and
  accessibility of European higher education in the
  world

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External Cooperation Window objectives

• Promoting institution-based cooperation in the
  field of higher education between the EU and
  third countries
• Improving transparency and mutual recognition of
  studies and qualifications for study periods
  abroad
• Enhancing the capacity and employability for EU
  and third-country academic staff and students
• Building on the experience, broadening the
  scope,
• combining excellence and coperation

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• EMECW is
  
• 55
  partnerships
• 71 mobility
  schemes
• involving more than
  724 HEIs
• implementing more than 13.000
  mobilities

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• EMECW in France is
• 95 partners
• 6 partnerships cooordinated by FR
• 95 HEIs participation as partner
• 71 outcoging mobility
• 670 incoming mobility

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ERASMUS MUNDUS II The Programme
Erasmus Mundus 2009-2013
Action 1 Joint Master and Doctoral Programmes
implemented by EU and non EU universities with
scholarships/fellowships for EU and non EU
students/doctoral candidates and scholars for the
entire duration of the joint programme
Action 2 Large partnerships of EU and targetted
non EU universities with scholarships for EU and
non EU individuals at all levels of higher
education, in a variety of disciplines and
variable duration
Action 3 - Attractiveness Projects, - Studies
and - Information activities of EM National
structures
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One programme, two mobility actions

• Action
• Specificities
• Small partnerships
• All 3C
• Only postgrad (master / doctorate)
• All countries (EU and 3C)
• Specific discipline
• Full course/programme duration
• Multiple mobility
• Selection on academic credentials only
• 5 years Framework Agreement
• Minimun double degree

• Common aspects
• Joint partnerships EU/3C
• Staff and student mob.
• Funding by lump sum / Unit costs
• Full recognition

• Action 2 Specificities
• Large partnerships
• Targeted 3C
• All levels (in accordance with lot)
• Specific countries EU / 3C
• All disciplines
• Short and long duration
• Single mobility
• Selection in favour of disadvantaged groups
• Yearly Agreement
• Recognition by home or host institution

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A variety of actors
EM National Structures National Tempus Offices
(NTO)
Commission
EU / 3C Partnerships
EU Delegations
Erasmus Mundus Alumni Association (EMA)
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Erasmus Mundus Action 2 Programme budget
2009-2013

• For the period 2009 2013
• Action 2 budget 460 m
• Approximately 100 cooperation partnerships

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Erasmus Mundus Action 2Main features 2009-2013

• Funded by different financial instruments
  amounting to 460 million EUR
• EMA2-STRAND1 gt development
• ENPI, European Neighbourhood Policy Instrument,
  DG AIDCO and External Relations
• DCI, Development Cooperation Instrument, DG AIDCO
  and DG External Relations
• EDF, European Development Fund, DG Development
• IPA, Instrument for Pre-Accession Assistance, DG
  Enlargement
• EMA2-STRAND2 contribution to excellence
• ICI, Industrialised Countries Instrument, DG
  External Relations

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Erasmus Mundus Action 2Main features 2009-2013

• Fosters
• structured co-operation between HEIs in Europe
  and specific targeted geographical regions of the
  world
• with the objective of implementing bilateral
  exchanges of students and university staff
  between Europe and these regions
• Award of mobility scholarships at all levels
  (undergraduate, master, doctorate,
  post-doctorate, academic and administrative
  staff), for variable durations, in a variety of
  disciplines
• Priorities defined in consultation with the third
  countries concerned
• Special attention paid to socio-economically
  disadvantaged groups and populations in a
  vulnerable situation (all except ICI)

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Erasmus Mundus Action 2 eligible regions

ICI strand 2 7.5M, 150 sch
Yemen, Iran, Iraq 3M, 110 sch
Asia region 24.75M, 1100 sch
South Africa 4.8M, 150 sch
Argentina 4.4M 130 sch

• Identification of thematic fields of study on the
  basis of regional and country needs

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Erasmus Mundus Action 2 eligible regions
Lots with ICI

• 17 Partner Countries
• North America (USA, Canada)
• Pacific (Australia, New Zealand)
• East Asia (Japan, Republic of Korea)
• South Asia (Brunei, Macau, Hong Kong, Singapore,
  Chinese Taipei)
• Gulf Countries (Bahrain, Kuwait, Oman, Qatar,
  Saudi Arabia, United Arab Emirates)

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Erasmus Mundus Action 2 eligible participants

• Who can participate?
• European HEIs holding an Erasmus Charter
  (coordinator/partner)
• Third-countries HEIs registered and recognised in
  one of the country of the Call (partner)
• Other organisations (associate)
• European students and staff registered in one of
  the universities member of the partnership (TG1)
  
• Third country students and staff ( in general 70
  of total mobility)
• - nationals registered
  in a partner HEI of the partnership (TG1)
• - nationals not registered
  in a partner HEIs in the partnership and having
  obtain the degree in a HEI in the countries
  of the partnership(TG2)
• - nationals of the
  Third-countries of lot who are in particularly
  vulnerable situations, for political or
  economic reasons or because of physical
  disabilities (TG3).

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Erasmus Mundus Action 2 eligible mobility

• What type of mobility , distribution, duration?
• Undergraduates 30-40
  1 sem. to 1 acad year
  
• Masters 20-30
  1 sem. to 2 acad years
• Doctorates 15-20 6 - 34
  months
• Post-doctorate fellowships 5-15
  6 - 10 months
• Staff 5-15
  1 - 3 months (only TG1)
• The distribution of the mobility varies according
  to the geographical windows/lot
• Respect the distribution

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Erasmus Mundus Action 2 eligible partnership

• Partnership
• Minimum 5 EU HEIs from at least 3 EU countries
• 
  
• TC HEI depending in the lot
  at least one HEI
• Maximum size
• EMA2-STRAND1- 20 eligible
  partners (incl. the applicant)
• EMA2-STRAND1- 12 eligible
  partners (incl. the applicant)
• - Minimum size of the partnership varies
  according to the geographical windows/lot

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Erasmus Mundus Action 2 eligible activities
Organisation of mobility

• Memorandum of Understanding
• role and involvement of partners
• specific academic arrangements
• procedures for selection of candidates

• Visibility and communication strategy
• Identification of Target Groups
• Identification of appropriate measures, inside
  and outside the partnership, to attract potential
  candidates

Transparent and fair selection mechanisms
Respecting Equal opportunities, academic merit,
gender-balance Participation of disadvantaged
groups Providing Selection timing, guidelines
for selection of students, documents to be
submitted, admission criteria

• Academic recognition
• Diplomas and degree recognition
• Diploma Supplement
• Credit transfer (ECTS) or other compatible system

• Sustainability strategy
• Impact on target groups
• Multiplier effects and capitalisation of project
  results and dissemination activities
• Strategy for brain drain prevention

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Erasmus Mundus Action 2 eligible activities
Implementation of the individual mobility

• The implementation refers to the students/staff
  individual mobility. It coincides with the period
  spent at the hosting universities in order to
  undertake the foreseen studies and to follow the
  academic planning.
• Project start 15/06/2010
• Latest possible start 31/12/2011
• For staff throughout eligible period

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Erasmus Mundus Action 2 financing
Financial

• Lump sum for organisation of the mobility(Flat
  rate of 10.000 per eligible participating
  institution)
• Unit costs to cover the implementation of the
  mobility
• Travel costs (in accordance with distance from
  250 to 2,500 )
• Monthly allowance (from 1,000 to 2,500 )
• Tuition fees (from  fee waiver  to 5,000 /
  academic year)
• Insurance costs (75 / month abroad)

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Erasmus Mundus Action 2 Selection criteria

• Financial capacity
• Stable and sufficient sources of finance to
  maintain the activity throughout the period
  during which the action is being carried out and,
  where appropriate, to participate in its funding
• Technical capacity
• Management capacity, professional competencies
  and qualifications required to successfully
  complete the proposed action. This also applies
  to any partner of the partnership

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EM Action 2 STRAND1Award criteria

• Relevance (25)
• potential to foster structured cooperation, to
  develop higher education teaching and learning
  capacity and to build the management capacity of
  HEIs in the third countries
• needs and constraints of the target groups and
  country/countries
• thematic needs and how they fit into the
  development strategies and the impact on HEIs in
  third countries
• cross-cutting issues such as equal opportunities,
  gender balance, social equity and the programme's
  possible brain-drain effects.

The proposal fully addresses the specific
objectivesit is comprehensively explained how
the project will work at academic level as well
as to contribute to the socio-economic
development backed by the commitment of the
local HE authorities  action opposing the
risk of brain-drain 
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EM Action 2 STRAND1Award criteria

• 2. Quality (65)
• 2,1 - Partnership composition and cooperation
  mechanisms (20)
• applicant and partners operational capacity,
  their experience in the management of
  international projects
• partners' level of involvement and participation
  distribution of the mobility activities
• quality and reliability of the cooperation and
  communication mechanisms (Memorandum of
  Understanding).

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EM Action 2 STRAND1Award criteria

• - 2,2 Organisation and implementation of the
  mobility (25 )
• internal management for implementation of
  mobility cost /effectiveness balance
• relation between the mobility flows and the
  thematic expertise of the partner institutions
  the profile of the students
• academic recognition quality assurance
  monitoring quality control
• procedures and criteria for the selection of
  students
• visibility awareness rising

transparent structure in operational level and
decision making more information on management
strategy is needed Specific tasks of the
partners well defined Comprehensive
description of application and selection
procedures
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EM Action 2 STRAND1Award criteria

• 2,3 Student / staff facilities and follow-up
  (20)
• Student agreement
• Learning agreement describing the programme of
  study abroad and how its existence facilitates
  academic recognition
• Practical arrangements for the reception of
  incoming students and staff
• Integration of staff in the study programme and
  training plans

the partnership has agreed to develop a learning
Platform which may be really helpful for
students the partnership has foreseen
intercultural and language session in order to
facilitate the integrati on of students
tutoring system is foreseen for the students
in all hosting institutions
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EM Action 2 STRAND1Award criteria

• 3. Sustainability (10)
• Impact on its target groups and at institutional
  level
• Multiplier effects and plan for capitalisation of
  the project results and dissemination activities
• Potential to continue activities after EU
  financing

the commitment of governmental institutions and
prominent associates ensures impact at individual
institutional level clear strategy for
dissemination of project results and important
role of associates in this framework The
measures proposed to limit the risk of brain
drain seem effective and reasonable
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EM Action 2 STRAND2Award criteria

• 1. Relevance (25)
• Geographical coverage of the partnership
• Significance for the relationship between
  European Union and the Third-Countries/Territories
  (see thematic fields of the respective
  Guidelines to the Call for proposals).

The proposal fully addresses the specific
objectivesit is comprehensively explained how
the project will work at academic level as well
as to contribute to the socio-economic
development the project tackles all thematic
fields identified for the region
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EM Action 2 STRAND2Award criteria

• Contribution to excellence (25)
• contribution to educational quality, excellence
  and transfer of knowledge and know-how
• potential to foster institutional cooperation,
  to develop higher education teaching and learning
  capacity of students , researchers in view of
  further study professional opportunities
• strategy for covering different thematic fields,
  and the impact on the participating institutions
  in these countries

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EM Action 2 STRAND2Award criteria

• 2. Quality (5O)
• 2,1 - Partnership composition and cooperation
  mechanisms (15)
• applicant and partners operational capacity,
  their experience in the management of
  international projects
• partners' level of involvement and participation
  distribution of the mobility activities
• quality and reliability of the cooperation and
  communication mechanisms (Memorandum of
  Understanding).

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Erasmus Mundus Action 2 Award criteria

• - 2,2 Organisation and implementation of the
  mobility (20 )
• internal management for implementation of
  mobility cost /effectiveness balance
• relation between the mobility flows and the
  thematic expertise of the partner institutions
  the profile of the students
• academic recognition quality assurance
  monitoring quality control
• procedures and criteria for the selection of
  students
• visibility Awareness rising
• Sustainability strategy

transparent structure in operational level and
decision making more information on management
strategy is needed Comprehensive description
of application and selection procedures the
partnership has agreed to develop a learning
Platform which may be really helpful for
students
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EM Action 2 STRAND1Award criteria

• 2,3 Student / staff facilities and follow-up
  (15)
• Student agreement
• Learning agreement describing the programme of
  study abroad and how its existence facilitates
  academic recognition
• Practical arrangements for the reception of
  incoming students and staff
• Integration of staff in the study programme and
  training plans

the partnership has agreed to develop a learning
Platform which may be really helpful for
students the partnership has foreseen
intercultural and language session in order to
facilitate the integrati on of students
tutoring system is foreseen for the students
in all hosting institutions
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Erasmus Mundus Action 2 application and
selection procedure

• Implementation Principles
• Programme Guide Annual Calls for Proposals
  Annual Guidelines to the Call
• . Strong support role of Erasmus Mundus
  National Structures, EC Delegations
• Involvement of a variety of actors
• The Executive Agency checks eligibility and
  selection criteria
• The EU Delegations in third countries
• check the eligibility status of the third country
  HEIs involved (in Action 1 and 2 proposals)
• Assess the relevance of the proposals in
  accordance with the regional priorities
• Independent Experts assess the quality of the
  proposal in relation with the award criteria

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The Application and selection procedure

• Peer Review
• Proposal assessed by independent experts
• Selected from the Agencys Call for expression of
  Interest
• Two individual assessments followed by a
  reconciliation (/joint/consolidated assessment)
  and, if divergence between the two experts, the
  involvement of a third expert
• Experts expertise in international cooperation
  in HE involvement of experts from the target
  countries
• Evaluation committee composed from EACEA and DG
  respsonsible, EC delegations who helps in the
  evaluation

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The Application and selection procedure

• Transparent and Objective
• Proposals assessment based exclusively on the
  selection and award criteria (eligibility and
  exclusion criteria must be fulfilled in order for
  the proposal to be assessed)
• Experts Assessment Manual published on the Agency
  website prior to the experts panel
• Communication of assessment results and experts
  comments to all applicants

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The Application and selection procedure
Phase 1
Receive application
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Tips an Advices

• Success can not be guaranteed, but ..
• Focus mainly in the thematic fields defined in
  the Call although the needs of partners might
  slightly differ
• Be aware of management capacity, academic offers
  of the partners while designing the mobility
  flows
• Explain cooperation mechanisms among the partners
  , explore synergies and complementarities and
  make them explicit so that added value of the
  cooperation becomes clear
• 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 countries HEIs to
  manage international projects

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Tips an Advices

• Have your project clearly in mind before
• starting to read the Guide in detail
• starting to complete the application form
• Submitting a good proposal is the easy part.
  Implementing an excellent trans-national mobility
  it is more difficult.
• Ensure you have the full support of your
  institutions
• Ensure a good balance of responsibilities and
  tasks between partners.
• Get advice from colleagues experienced in
  managing inernational programmes (in EM or other
  programmes)
• Pay attention to the details
• Be concrete / give examples / avoid vague
  statements
• Do not assume what is in your mind and not in
  the application cannot be assessed.
• Use tables, graphics, flowcharts to illustrate
  your programme structure, the mobility tracks,
  the organisational aspects, etc.

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A good proposal is

• Coherent in its entirety (contradictions are
  lethal!)
• Simple a few well chosen words can often
  replace a long and vague explanation
• Evidence Based use examples, justify your needs
  analysis, bring proofs
• Clear the expert should not end his/her reading
  with an headache ! Follow the application form
  questions and answer them in the right order
• Explicit do not take anything for granted
  experts cannot read your mind
• Rigorous the application is the basis on which
  your joint programme will be build and monitored
  it is also the cornerstone of your institutional
  commitment
• Circumscribed stick to what is asked.
• Complete ensure (twice) you have followed all
  the submission instructions attached to the
  application and that the form is duly signed IN
  ORIGINAL

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EM ECW Management experiences

• ? Changing geographical priorities require
  flexibility of the applicant
• Promoting regional cooperation as defined in the
  Calls is challenging
• Addressing target group 2 and 3 requires
  engagement and support of all partners involved
• Size of partnerships is complex and requires
  close follow up
• Selection procedures for applicants must be
  transparent
• Distribution of mobility flows need to be
  balanced
• Deadline to start mobility flows have to be
  adjusted to academic years of numerous HEI
  systems worldwide
• Mobility flows per type may change during the
  implementation phase
• Recognition of study period abroad needs to be
  formalised.

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Help and offer
support
Executive Agency for Education,
Culture and Audiovisual
EACEA-EM-PARTNERSHIPS_at_ec.europa.eu
http//eacea.ec.europa.eu//erasmus
mundus DEADLINE 30 April 2010
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Education, Audiovisual Culture EXECUTIVE AGENCY

• THANK YOU !