ERASMUS+ FOR HIGHER EDUCATION

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1 ERASMUS+ FOR HIGHER EDUCATION Research and Innovation Services Henna Gustafsson, Funding Advisor

2 Outline Overview for Eramus+ for Higher Education Erasmus+ KA2:Strategic partnerships Erasmus+ KA2:Knowledge Alliances Erasmus+ JEAN MONNET Erasmus+ SPORT Erasmus+ application procedures and budgeting

3 Erasmus+ Programme Previous programmes : Lifelong learning, Comenius, Erasmus, Grundtvig, Leonardo, Jean Monnet Youth in Action, Alfa, Edulink, Eramus Mundus, Tempus Key Action 1: Learning mobility of individuals (at least 63% of the budget) Erasmus+ ( ) Key Action 2: Key Action 3: Cooperation for Support for policy innovation and reform (at least 4% good practices (at of the budget) least 28% of the budget) Special Action: Jean Monnet and Sport and Cooperation with industrialised countries

4 Key Action 1 Key Action 1 Learning Mobility of Individuals (KA1) Action Mobility of Learners and Staff Joint Master Degrees Student Loan Guarantee Activities Student mobility of studies Student placements Teaching assingments Staff training Master courses Master courses

5 Key Action 2 Key Action Action Activities Management Strategic Partnerships Structured strategic cooperation among European HEIs and with key stakeholders e.g. enterprises, NGOs, public authorities CIMO Cooperation for Innovation and Good practices (KA2) Knowledge Alliances Capacity Building Large scale projects between HEIs and enterprises for more innovation Joint and Structural projects for Capacity Building of "Partner Countries". Joint projects with integrated student and staff mobility EACEA EACEA

6 Erasmus budget frame The total budget earmarked for this call is estimated at 1 871,1 M : Education and Training: 1 645,6 M Youth: 186,7 M Jean Monnet: 11,4M Sport: 27,4 M

7 Priorities of the Erasmus+ for HE Education and training 2020 strategic objectives Making lifelong learning and mobility a reality Improving the quality and efficiency of education and training Promoting equity, social cohesion and active citizenship Enhancing creativity and innovation at all levels of education and training (incl.entrepreneurship) More information on Strategic Framework Education and Training policy

8 Higher Education Modernisation Agenda Key priorities of the EU Agenda for the Modernisation of HE Increasing tertiary attainment levels Improving quality and relevance of HE Strengthening quality through mobility and cross-border cooperation Linking HE, research and business for excellence and regional development Improving governance and funding More information on Supporting growth and jobs an agenda for the modernisation of Europe's higher education systems

9 For Erasmus+ applicants Find 2016 call for proposal Erasmus+ Programme Guide Finnish version of the Programme Guide Documents, Application Forms: CIMO s e-forms (incl. Links to EACEA forms) EACEA s e-forms Link to JYU Erasmus Policy Statement in applications JYU Erasmus Charter number LA FI- E4AKA1-ECHE and JYU PIC number are needed in applications Previous experience of JYU Eramus+ or previous programmes: Ask list from RIS ture@jyu.fi

10 Erasmus+ Programme Guide - Hefty information package Part A: General overview of the programme Part B: Specific information on key actions Part C: Detailed information in procedures for grant application and selection of projects, financial provisions and administrative provisions Priorities of actions Activities support Eligibility Criteria Award Criteria, maximum awards, financial mechanisms Annex I: Additional rules and information relating to actions Annex II: Dissemination Guidelines for beneficiaries Annex III: Glossary of the key terms Annex IV: Useful references and contact details

11 Participating and partner countries Participating countries (34) EU member states Enlargement countries: Turkey, Iceland, Macedonia EFTA countries: Liechtenstein, Norway Partner countries Countries financed by external instruments, about 150 countries (see Erasmus+ Programme Guide for list of partner countries)

12 Participation of Partner Countries in KA 2 projects? All partner countries can participate in Strategic partnerships or Knowledge alliances as partners Partner countries should bring an essential added value to the project. Partner country partner: Should be really unique. Cannot be replaced by a European partner (participating country partner). Gives input to achieving all the project outputs and results.

13 Eligible participating organisations Strategic partnerships and Knowledge Alliances projects (and others): HEIs (Erasmus Charter for HE (ECHE) requirement) A school, institute, educational centre A non-profit organisation, association, NGO A public or private, SME or large enterprise A public body at local, regional or national level A social partner or other representative of working life (chambers of commerce, industry, professional associations, trade unions, ect.) A research institute, a foundation A cultural organisation, library, museum A body provinding career guidance A body validating knowledge, skills and competences A European Youth NGO

14 Relevance Assessment Criteria Quality of the project design and implementation Quality of the project team and the cooperation arrangements Impact and Dissemination Assessment procedure:» Equal treatment of applicants» External evaluators: a pool of experts» 2 independent assessments for an application» Scoring p within 4 assessment criteria

15 Is your project idea is suitable for E+? YES + Benefits the HE field + International Cooperation + Involvement of relevant stakeholders + Development of education + The results are defined / The results are measurable + Meets the priorities and objectives of the Erasmus+ NO Not clearly defined what will be done and achieved during the project Will be planned during the implementation of the project. Organisation/implementation of primary/basic activities of the organisation with project funding. Salaries for project personnel (full-time, new personnel)

16 What is the right size for your project? What you want to change or improve? How do you want to make the change? How do you achieve the desired impact? How straightforward vs. complicated is your project? How many partners? How many countries? How many languages? How many beneficiary groups? How may stakeholders? How many products / results / outputs? How many mobility activities? How many project meetings? Etc.» How big is our project budget??

17 Dissemination of the result and sustainability of the project All Erasmus+ project outputs must be freely available = Open Access Requirement Publicity, digitalisation, open license principle, distribution online» Enables wider community to benefit from work that has received EU funding» Promotes organisations effort towards the Erasmus+ objectives The project plan should indicate the impact of the project» To whom? Where? How?» How to identify and measure the impact of the project? Impact and implementation have a significant role in assessment up to 30% of points For more information in dissemination and exploitation of results from Erasmus+ Programme Guide / Annex II

18 2016 Erasmus+ application round Action Deadline Managed by KA1 Mobility CIMO KA2 Capacity building for HE EACEA KA1 Erasmus Mundus Joint Master Degrees EACEA Jean Monnet EACEA KA2 Knowledge Alliances EACEA KA2 Strategic Partnerships CIMO Sport: Collaborative Partnerships (2 nd round 2016) EACEA

19 JYVÄSKYLÄN YLIOPISTO Erasmus+ KA2:Strategic partnerships

20 What are E+ Strategic Partrnerships? Flexible projects focused on actual needs and results. Transfer, design and implementation of innovative practices aim for concrete and sustainable results Links with EU HE modernisation strategy and HEI s own strategy Projects between different education sectors are possible E+ for HE Strategic Partnerships projects are Strategic Partnerships supporting innovation type Projects must address» At least one horizontal priority or» At one field-specific priority

21 Horizontal Priorities Improve achievement in relevant competences (lifelong learning perspective) Inclusive education Open and innovative education Support for educators Transparency and recognition of skills and qualifications Sustainable investments, performance and efficiency

22 Field-specific priorities: HE EU Modernisation Strategy Increasing attainment levels Improving the quality and relevance of HE Strengthening quality through mobility and cross-border cooperation Making the knowledge triangle work Including be inter-disciplinary cooperation Improving governance and funding Communication on opening-up education Promoting the development of the new modes of delivery and exploiting and responding to new technologies in learning and teaching

23 What are intellectual outputs? Result Capacity building, changes in the mindset and working habits, increasing quality, etc.» Intangible results Output Method, guide, model, study module, survey, specific software, etc.» Tangible results = intellectual outputs Emphasis on the outputs and results» Challenge: to draw coherent and clear work program for the project GANTT-chart (or equivalent) as an annex to indicate timetable for project activities is mandatory.

24 General conditions for Strategic Partnerships Minimum partnership: 3 organisations from 3 participating countries In addition to HEIs enterprises, public authorities and associations Organisations from third countries may also participate if they bring clear added value to the project. Project duration 2-3 years, funding max / 3 years De-centralised administration = Applications in Finland to CIMO Budget is constructed of 7 cost items (items according to project activities) Management and implementation Transnational project meetings Intellectual outputs Multiplier events Transnational learning / teaching / training activities Exceptional costs (e.g. subcontracting) Special needs support

25 What budget covers? Self-financing share? For Strategic Partnerships Eligible period for costs 24 months or 36 months from onwards Total budget / year, max / 3 years -> flexibility between years Support up to 10 organisations EU support will not cover all the costs, participating organisation must include their own funding to implementation. Self-financing / in-kind share in not defined and organisations do not have to indicate the share in application nor reporting.» Make a shadow budget with real estimated costs for the project

26 Challenges for applying Tough competition! Level of funding is moderate Size of the country defines the level of funding» Finland is a small country, thus we have small budget In Strategic Partnerships for HE the overall budget for Finland is ca » For 2-3 projects

27 JYVÄSKYLÄN YLIOPISTO Erasmus+ KA2:Knowledge Alliances

28 What are Knowledge Alliances? Large scale cooperation projects between HEIs and enterprises Open to all disciplines, sectors and to cross-sectoral cooperation Goals: To increase innovation potential and long-term cooperation between education and working life Exchange information and transfer of innovations Develop new, innovative and multidisciplinary approaches to teaching and learning Stimulate entrepreneurship and entrepreneurial skills

29 Examples of activities in Knowledge Alliances projects Development of teaching methods, multi-disciplinary curricula and joint degree programmes in cooperation with enterprises Support for and development of multi-disciplinary, student-centered and problem-oriented studies Entrepreneurship education in any discipline Schemes of transversal skills learning in cooperation with enterprises Project may include small scale mobility if it supports the goals for the project.

30 Challenge and eligibility for applying Tough competition! Funding for million Max 20 projects / year in Europe (2016)» Funding max 1 million / project Centralised action, managed by Education, Audiovisual and Culture Executive Agency EACEA Minimum partnerships: 6 organisations from 3 participating countries; 2 HEIs and 2 enterprises required All types of organisations can participate and be applicants May include organisations from partner countries if they bring added value to the project For more information, tips on applications, proposal forms, etc. from EACEA website.

31 JYVÄSKYLÄN YLIOPISTO Erasmus+ JEAN MONNET

32 Jean Monnet in brief Focus on EU studies Objectives: Promote excellence in teaching and research in the field of EU studies worldwide Foster dialogue between the academic world and policymakers Equip students and young professionals with knowledge of EU subjects relevant for their academic and professional lives and enhance their civic skills Promote innovation and teaching and research Improve the quality of professional training in EU subjects For more information EACEA / Jean Monnet

33 How does Jean Monnet work? Project grants to promote excellence through: Teaching and research Policy debate with academic world Jean Monnet Modules Jean Monnet Chairs Jean Monnet Centres of Excellence Networks Projects Support to activities of associations Application from HEIs all over world Only one applicant (in most cases) Good European brand, prestige Good success rate: % New focus in Erasmus+ Diversification and mainstreaming EU related subjects More balanced geographical scope

34 Budget for Jean Monnet actions Funding for 2016: 12 million Max. community grants (of total budget): % * Flat rate financial system Centralised action, managed by Education, Audiovisual and Culture Executive Agency EACEA Activity Amount in Min. partners Duration Jean Monnet Modules* years Jean Monnet Chairs* years Centres of Excellence years Jean Monnet Networks years Jean Monnet Projects* years Support to associations years

35 JYVÄSKYLÄN YLIOPISTO Erasmus+ SPORT

36 Aim: Sport To tackle cross-border threats to the integrity of sport at grass-root level (doping,match-fixing, violence, intolerance, discrimination) To promote and support good governance in sport and dual career of athletes To promote voluntary activities, social inclusion and equal opportunities, together with the awareness of the importance of health-enhancing physical activity (HEPA), and equal access to sport for all To support grass-rool level networking, developing and testing new implementation methods and sharing good practices Who can participate? Different kind of organisations operating in sports and physical activity Public organisations, such as cities and municipal units Players associations and Sport Clubs Natioal Olympic committees Schools and Education providers, organisations, assocications, etc. working and operating with physical activity Funding is granted for collaborative partnerships and not-for-profit sports events. Centralised administration, managed by Education, Audiovisual and Culture Executive Agency EACEA

37 Sport for Collaborative partnerships Collaborative Partnerships European networks in the field of sport Opportunity for cooperation among stakeholders (not existed without EU action) for innovative practices Foster synergies with, and between, local, regional, national and international policies to promote sport and physical activities Support the testing and development of new project formats and new forms of transnational cooperation Collaborative Partnerships - Activities Networking among key stakeholders Development, identification and sharing of good practices Implementation, development and implementation of training educational modules and tools Activities to increase the competences of multipliers in the field of sport and to develop monitoring and benchmarking of indicators Awareness-raising activities on the added value of sport and physical activity in relation to the personal, social and professional development of individuals; Activities to promote innovative synergies between the field of sport and the fields of health, education, training and youth; Activities to improve the evidence-base of sport to tackle societal and economic challenges Conferences, seminars, meetings, events and awareness-raising actions underpinning the aforementioned activities.

38 Sport for Collaborative partnerships Eligibility Criteria Non-profit organisations and public bodies At least 5 organisations from 5 different Programme Countries 1 st round of the year (related to the 2016 European Week of Sport): maximum 18 months. 2 nd second round of the year (not related to the 2016 European Week of Sport): from 12 to 36 months. Funding: 1 st round applications ( ) max (max 80%) 2 nd round applications ( ) max (max 80%)

39 Aim: Sport for Small Collaborative partnerships offer the opportunity to conceive, implement and transfer innovative practices in different areas relating to sport and physical activity between various organisations Encourage social inclusion and equal opportunities in sport, especially by supporting the implementation of EU strategies, notably the EU Gender Equality Strategy and the EU Disability Strategy; Promote European traditional sports and games; Support the mobility of volunteers, coaches, managers and staff of nonprofit sport organisations; Protect athletes from health and safety hazards by improving training and competition conditions. Promote the creation and development of transnational networks in the field of sport. Foster synergy with, and between, local, regional, national and international policies to promote sport and physical activity and to address sport-related challenges.

40 Sport for Small Collaborative partnerships Eligibility Criteria Non-profit organisations and public bodies At least 3 organisations from 3 different Programme Countries Duration, 12, 18, 24 months Funding max (max 80%)

41 JYVÄSKYLÄN YLIOPISTO Erasmus+ application procedures and budgeting

42 Application quality A strong proposal is: Coherent (problems, solutions, target groups, activities, budget, ambitions/resources/competence) Simple (objectives, approach) Evidence based (needs analysis, state of art) Clear (identifying the need for such proposal, the solutions, and the outputs) Rigorous in its planning (which activities, when, for how long, and with what resources) Explicit (do not take for granted any information, if it is not in the application it cannot be taken into account) Circumscribed (a proposal is not about solving the world s problems, but about solving a specific issue)

43 Electronic Submission Register in the Participant portal Create individual ECAS account (if you have participated in FP7 programme, you have already an account) You will need our university s PIC code, both applicant and partner organisations need PIC Download of e-forms no paper version!» Different e-forms and annexes for different actions (CIMO and EACEA); MAKE SURE YOU USE THE RIGHT E-FORM! Save e-form on your local computer, does not work online (Adobe Reader 9.1, pdf-file) Annexes to application: Mandate letter from partners: signed and scanned (template from CIMO) Declaration of Honour from applicant: signed by rector /legal representative and scanned Timetable / Gantt-chart of equivalent

44 Calculating the project budget In KA2 projects BUDGET is based on UNIT COSTS Management: unit cost per month per organisation Project meetings: number of mobilities concerning project partner meetings; max 40 mobilities per year Number of intended working days needed to produce intellectual outputs; 4 staff categories, 4 country categories Organisational costs of multiplier events based on number of participants (domestic and foreign) Number of mobilities planned for learing / teaching / training activities (duration 5-14 days, days, 61 days 12 months)» In the final report no real cost have to reported, but how activities, mobilities, events have been carried out.» Budget WILL NOT cover all costs occurred by implementation of Erasmus+ project» Calculate a shadow budget with real costs!

45 Budgeting: Strategic Partnerships 1. Project management and implementation Costs of management and implementation of the project: e.g. development and design, communication with project partners, small scale data production, financial management On-line meetings, local activities Dissemination: www-pages, brochures, social media Management support to coordinator: 500 / month = / year Management support to partner: 250 / month = / year Max. 10 partner (1-9) = 2750 / month = / year

46 Budgeting: Strategic Partnerships 2. Transnational project meetings Travel to partner meetings: amount covers costs of subsistence and travel Number of meetings and participants have to be justified Cost are based on distance of travel: short distance travel ( km): 575 /participant/travel long distance travel (2000 km -): 760 /participant/travel travel less than 100 km is not supported Use EC/Erasmus + Distance calculator to calculate travel support: Max / year (40 trips when all are short distance). Duration of travel or meetings is not limited.

47 Budgeting: Strategic Partnerships 3. Intellectual outputs Salary costs for production of intellectual outputs. 4 salary and 4 country categories: Categories for Finnish organizations: Manager: 280 /day Researcher/teacher/trainer/youth worker: 214 /day Technician: 162 /day Administrative: 131 /day Salaries are according to persons position in their own organization, not in the project. NOTE! manager- level salary is only for management, in practice most salaries are budgeted according to teacher/researcher or technician -categories

48 Budgeting: Strategic Partnerships 4. Multiplier events Events to disseminate and communicate intellectual outputs and sharing best practices Targeted for audience outside partner consortium Can be national or international Support according to number of participants, support is used for organization of event: venue, catering, materials, travel and accommodation of speakers, etc. Participants from organizing country: 100 /person Participants from other countries: 200 /person Partner costs for traveling to Multiplier events is budgeted under transnational project meetings category NOTE! If you organize an event solely on-line (webinar) costs are covered from Project management -category. Support for Multiplier events is max /project, regardless of project duration or number of partners.

49 Budgeting: Strategic Partnerships 5. Transnational learning/teaching/training activities Activity must be justified and relevant to achievement of project goals Participants are teachers, staff and/or students/learners NOTE! No activities outside Erasmus+ participating countries 2 categories: Short term up to 60 days Long term 61 days to 12 months 3 costs categories: A. Travel B. Individual support (accommodation and stay) C. Linguistic support (only for long term with justification)

50 Budgeting: Strategic Partnerships 5. Transnational learning/teaching/training activities A. Travel costs: based on distance of travel: short distance travel 275 ( km) long distance travel 360 (2000 km - ) No support for travel under 100 km B. Individual costs: according to target country short term up 60 days» Teachers depending on duration of stay» Learners /students depending on duration of stay Long term mobility 61 days to 12 months: according to subsistence table C in Erasmus+ Programme Guide C. Linguistic support (2-12 month stay / long term): 150 /person

51 Budgeting: Strategic Partnerships 6. Exceptional costs Subcontracting costs justified in implementation plan and budget table: E.g. external evaluator or other expertise not available in partner consortium Justified equipment, not basic infra or other equipment used by partner consortium Grant requested 75% of real costs, max , take into account VAT 7. Special needs support Support for persons requiring special need 100% of real costs Reporting according to real costs

52 More information Training and materials from CIMO (in Finnish) Mid-term evaluation by EC Training and contacts in Finnish Adobe Connect online työpaja (klo 12 14) Aiheita mm. budjetointi ja hakemuksen liitteet Sektorikohtaiset kyselytunnit Korkeakoulutus: klo Muu hakuprosessin aikainen tuki ja neuvonta: Ota yhteyttä oman sektorin yhteyshenkilöihin

53 2016 Erasmus+ application round Action Deadline Managed by KA1 Mobility CIMO KA2 Capacity building for HE EACEA KA1 Erasmus Mundus Joint Master Degrees EACEA Jean Monnet EACEA KA2 Knowledge Alliances EACEA KA2 Strategic Partnerships CIMO Sport: Collaborative Partnerships (2 nd round) EACEA

54 JYVÄSKYLÄN YLIOPISTO Thank for your attention! Any questions? Please contact: Research and Innovation Services Agora, 5th floor Henna Gustafsson, funding advisor tel