Presentation on theme: "Key Action 2 HE Guidance on applications"— Presentation transcript:
1 Key Action 2 HE Guidance on applications David HiblerJoanna CollinsFHL
2 Overall objectivesBoost skills, employability, labour market relevanceModernise education, training, youth workFocus on young peopleSee
3 Key facts Simpler, cross-sectoral structure based on ‘Key Actions’ Worth €940m to UK over seven yearsReplaces Lifelong Learning Programme, Youth in Action and other EU programmesAddresses EU agenda for modernisation of HE
4 Erasmus+ is ‘the new EU programme for education, training, youth and sport’ KA2 HE intensive programmes but not stand alone; centralised actions (which);
5 European policy context EU Youth Strategy (2009)Developing European Dimensions in Sport (2011)ET2020(2012)Rethinking Education (2012)European Structural & Investment Funds (2014)
6 Key Actions Key Action 1: Learning Mobility of Individuals Key Action 2: Co-operation for Innovation and Exchange of Good PracticesKey Action 3: Support for Policy ReformSome activities managed centrally, not by National AgenciesOrganisation, not individual applicationsNo funding for preparatory visits
7 Key Action 2 Strategic Partnerships (by sector and cross- sectoral) Knowledge Alliances and Sector Skills AlliancesCapacity Building ProjectsSupport to IT PlatformsBroadly, absorbs Tempus within changed focusTempus – not yet
8 Key Action 2 Strategic partnerships Development, transfer and/or implementation of innovative practice (incl. mobility) and development of labour market skillsPartnership size and type flexibleHE, VET, schools, adult education, youth and cross-sectoralFunding based on unit costsRound 1 “countries” = programme countries
10 Basic criteriaWide variety of organisations: public or private, professional bodies, NGOs etc, in programme countries; sectoral, cross-sectoralParticipating HEIs - Erasmus Charter for Higher Education (ECHE)Minimum 3 organisations from 3 programme countriesUp to €150,000 per year2 or 3 years: duration depends on objectives and activitiesOverall budget less for UK, expect much competitionObjectives and activities ie looking for well-structured project.
11 DEADLINE 30 APRIL 12.00 CENTRAL EUROPEAN TIME (11.00 BST) Application deadlineDEADLINE30 APRIL12.00 CENTRAL EUROPEAN TIME(11.00 BST)
12 Possible Strategic Partnerships themes Transversal skillsEmployability entrepreneurshipInnovationValidation of competencesRegional cooperationActive citizenship
13 Priorities for KA2 HEEnhance quality and relevance of learning, attainment levelsKey skills: entrepreneurship, languages, digitallabour market relevance: links with workNon traditional approaches, virtual mobility, use of ICTProfessional developmentCapacity building, Organisational developmentEquity and inclusionPursue EC priorities for modernisation of HEAttainment levels
14 Projects Address policy objectives Foster transversal (cross-cutting) skills for employabilityPromote practical experience, work-based learningProfessional development in using ICT, support for OERDevelop innovative curriculaValidation of non-formal and informal learning and connection with formal; transition to new levels with European tools, link with national recognition systemsCareer guidance and counsellingPriorities:
15 Activities Very flexible to deliver project objectives Separate budget lines:Project management and meetingsIntellectual outputsMultiplier eventsTeaching, training and learning activitiesLinguistic supportDissemination of results
16 Award criteriaRelevance: policy; needs; objectives; synergies between fields; innovative or complementary; added EU valueDesign and implementation : work programme phases; consistency; methodology; quality control; VFM; appropriate T&L if any; recognition of learning outcomesQuality of team and cooperation: participating organisation skills and competencies ; tasks and responsibilities; management arrangementsImpact & dissemination: evaluation; impact; dissemination; sustainabilityProgramme Guide pages 99 to 100
17 The application eform Completed online Guidelines on NA website“Declaration of Honour” to be signed off by legal representative of institution (download for signature, scan, upload)IT issues - to Erasmus helpdesk
18 AdviceRead relevant sections of Programme Guide, especially objectives and priorities for KA2 (pages 93 to 96); award criteria (pages 99 to 100); examples of projects (page 243)See project examplesGuidance on using the eforms is atRead full application form and guidance before completing the form
19 The application form content overview Context: backgroundParticipating organisations: basic informationDescription of the project: rationale for project and partnership, objectivesPreparation and project management: including m&e; target groupsProject activities: details of all outputs and activities
20 The application form content overview Follow-up: dissemination, use of results, sustainabilityBudget: management and activitiesProject summaryFormal aspects: data protection, sign off
21 Context and participating organisations Basic informationNA – select UK1Details fill in automatically when PIC inputHEIs – accredited (ECHE), do not have to add further information to show eligibilitySummary of background and experiencePartners – as aboveNeed to know partner PICs
22 Description of the project, objectives Rationale, issues and needs ie why this project?Innovative or complementary: how fits with other activity?Partners: how chosen? skills, knowledge, experience? New partners? EU added valueCommunication and meetings, partners and stakeholdersPriorities (cf EU priorities) - overall objectives eg partnerships between education and employmentTopics - eg regional dimension; environment; disciplineResults: outputs, products, changes; people trained, skills, knowledge, cultural awareness, languagesNB not outputs covered below under “activities”.Rationale and needs: In context of EU priorities as laid out in Programme Guide p and evidence of needs eg needs analysisinnovative or complementary – this or other organisations, why new, no overlap (docs mention rights)Partners in context of objectives. New – because more impact on them.Priorities and Topics CHECKNot intellectual outputs, multiplier events, T&L,
23 Preparation and project management Preparation: analyses, planning, building engagement, possibly before funding starts (cf. “activities”)Budget and timelines: management and monitoring budget between partners, monitoring timelines, rectifyingQuality of activities: monitoring quality of delivery; who, how, when? (cf. “activities”)Risks: internal and external, how monitored and mitigatedAssessing achievement: qualitative and quantitative indicators and activities (outputs, results, objectives) cf. “activities” and “impact” belowPreparation – expected to be included under activities but could also be beforeInclude simple work programme/ timeline as annex – EC may provide a template.
24 ImplementationOrganisation of activities: who, what, where, how coordinated, timelines (template annex promised)Target groups: who? cf. “needs”, aboveParticipants with fewer opportunities: number; proportion of participantsSupport for themDifficulties in participation
25 Project activities (and outputs) Divided into typesFor each type (eg intellectual outputs, events, mobility) :Phase of the project: Preparation; Implementation; Follow-up; Dissemination; ClosureTitleDescriptionTasksEstimated start and end datesOrganisation leading the activityOther participating organisations.
26 Intellectual outputsPublications e.g. academic papers; policy recommendations at different levels; curricula , course materials; training materials; assessment methods, materials; handbooks, advice, guidance; case studies ; good practice; websites; innovative uses of IT anddifferent media; softwareTypeLanguagesMedia
27 Multiplier events Emphasis on visibility and dissemination in Erasmus+ Beyond participating individuals and organisationsEvent typeIntellectual outputs covered
28 Learning, teaching and training activities Must contribute to overall objectives of projectEligibility criteria and funding different from mobility in KA1: quality criteria (eg recognition) the sameStudents: blended mobility i.e. up to 2 months physical mobility with virtual mobilityStaff teaching and training: 2 to 12 monthsIntensive programmes of 5 days to two monthsShort – term joint staff training events: 5 days to 2 monthsLearning outcomes are recognised and validated in the same way as under KA1 and in line with the ECHE. ECTS recommended for recognition.
29 Learning, teaching and training activities Activity type – click as appropriateActivity descriptionNumber of participantsParticipants with special needs: even if you are not sure of the details, included any anticipated participation by people with special needs.Accompanying persons – as aboveLong (months) or short term (days) – as appropriate.Participating organisations
30 Follow up - impactImpact (effects, results, changes) on participating individuals and organisations and other stakeholdersImpact beyond the project, local, regional, national, EuropeanMeasurement – who, what, how“substantial positive impact” on participating organisations, staff and learners – occurring during and remaining after the project.Outside the organisations ie could be transferred and used in other European countries. Incl, innovation at systems level, input to policy. (proportionality) scaleability
31 Follow up - dissemination Important in Erasmus+ - added value of EU funding, wider reach and impactCommunicating successes and results widely: for use by others including other sectors; to influence policy; into the futureMeasureable, realistic objectivesTimetableResource planningInvolvement of target groups if possibleQuality of plan – appropriateness eg of target groups for dissemination of specific results; will ensure best use of results; adequate resources.
32 Follow up - dissemination Target audiences, different levelsResponsibilities, skills of teamAccessibility, mediaMonitoringIf relevant, open access to materials, documents, media,
33 Sustainability Of project activities and results Resources – financial, other (eg institutional support)In context going beyond project plans for a multiplier effect;If relevant, integrated in management and pedagogy of participating organisationsParticipating organisations can if relevant attract cofunding or other support to ensure sustainability of activities and continued use of outputs and results.
34 Budget (summary)Different activities: different funding levels and structuresMost payments conditional on justification in applicationUnit costs and lump sums, with ceilingsProject management per month for coordinating; 250 per month for participatingTransnational project meetings (must be justified) per participant and distance travelledIntellectual outputs per day and staff role (manager, researcher/teacher/trainer, technician, administrator)
35 Budget (summary)Multiplier events related to intellectual outputs: per local and foreign participantLearning, teaching, training: travel by distance, and subsistence per participant by day or monthLinguistic support: lump sum per participant in 2 to 12 months mobilitySpecial needs: actuals – costs included in applicationExceptional costs: 75% actuals , subcontracted goods and services which partners cannot provide
36 Project SummarySynopsis: to be used for publicity, uploaded to EC dissemination platformContextObjectivesParticipantsActivitiesMethodologyResults, impact, longer term benefitsSummary of participating organisations and budgetNA responsible for quality so may edit.
37 ECAS and PICs Need PIC http://www.erasmusplus.org.uk/how-to-apply HEIs ask Erasmus coordinatorOther organisations: register on the European Commission Authentication Service (ECAS), seeLog in to Participant Portal with ECAS account details, see EC Participant Portal User ManualRegister on the Unique Registration Facility (URF)You will receive a PIC.
38 Further information Call for Proposals and Programme Guide UK NA website#erasmusplusuk – BC/Ecorys hashtagErasmus Helpdesk (detail)Examples of centralised projects under LLP