Zasady realizacji i finansowania projektów typu Budowanie potencjału szkolnictwa wyższego w krajach partnerskich Erasmus+

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1 Zasady realizacji i finansowania projektów typu Budowanie potencjału szkolnictwa wyższego w krajach partnerskich Erasmus+ Anna Bielecka Spotkanie informacyjne, Warszawa 8 stycznia 2015 r.

2 Zasady realizacji i finansowania CBHE - Typy projektów: wspólne i strukturalne - Projekty krajowe i regionalne - Priorytety krajowe i regionalne - Specjalny komponent mobilności - Skład konsorcjum (minimalne wymagania) - Umowa partnerska - Rodzaje mobilności - Czas trwania projektów - Budżet i zasady finansowe charakterystyka

3 Part I: Who can Participate? - Eligible Applicants State-recognised public or private Higher Education Institutions Associations/ Organizations of Higher Education Institutions Only for Structural Projects: recognized national or international rector, teacher or student organisations. Each applicant organisation must be located in a Programme or in a Partner country 3

4 Part I: Who can Participate? - Eligible Partners State-recognised public or private HEIs Any public or private organisation active in the labour market or in the fields of education, training and youth (e.g. enterprise, NGO etc.) Associations or organisations of HEIs with main focus on HE International governmental organisation (self-financing basis) Each participating organisation must be located in a Programme or in an eligible Partner country 4

5 Eligible Partners? Part I: Who can participate? - Associated Partners Contribute indirectly Associated partners are not considered as part of the consortium and therefore cannot benefit from any financial support from the project Ex: non-academic partners providing placement opportunities 5

6 Part II: Consortia Structure Main Principles Partnership Agreements PROGRAMME COUNTRIES Min. 3 countries min. 1 HEI each PARTNER COUNTRIES Min. 1 country min. 2 HEIs /each STRUCTURAL PROJECTS: Partner Country Ministries for HE must participate At least as many Partner Country HEIs as Programme Country HEIs Exceptions: -Region 8 (Latin America) - smaller countries 6

7 Ex.1a : minimum consortia: national project (6 HE institutions) Min. 1 Partner Country: at least as many HEIs as in the Programme Countries Min. 3 Programme Countries min. 1 HEI each Military Technical College Bonn University University Cairo London University Rome University University Alexandria UK 7

8 Ex.1b: minimum consortia: ineligible national project/latin America(6 HEIs) Min. 1 Partner Country: at least as many HEIs as in the Programme Countries Min. 3 Programme Countries min. 1 HEI each Catholic University Bonn University University of the Republic London University Rome University University Montevideo UK 8

9 Ex.2: minimum consortia: multi-country project (7 institutions) Min. 2 Partner Countries Min. 2 HEIs each Min. 3 Programme Countries: Min. 1 HEI each Belgrade University Paris University Novi Sad University London Universit y Durazzo University Tirana University Ankara Universit y Tu rk ey 9

10 Example 3: consortia composition (multi-country project) 2 partner countries 3 programme countries Abai Universit y Kazakh Universit y S p ai n Madrid Universit y Wien Uni. Kiew Uni. Bukovin a Uni. Ukra ine Cherkasy Uni. Lviv Uni. Nizhyn Uni. Turin Uni. It al y Genoa Uni. Roma Uni. Linz Uni. Salzbur g Uni. 10

11 Uczelnie z krajów programu muszą posiadać ECHE!

12 Part II: Partnership Agreement Mandatory To be submitted to the Agency within 6 months of the signature of grant contract (Signed by the legal rep.) Joint (one doc signed by all partners) or Bilateral (partner A + coordinating inst.) Template available to be adapted to specific needs of partnership Comprehensive : covering all aspects of the project: The partners role and responsibilities; Financial Management; Project Management; Project Quality Assurance; Student issues Decision/Conflict resolution mechanisms 12

13 Part II: Budget and Duration-Overview Duration 24 or 36 Months Min. 500,000 Euros - Max. 1,000,000 Euros Excluding mobility strand Real Costs and Unit Costs 5 Budget Headings 13

14 Part II: How to calculate the budget -Categories Staff costs (max 40%) Travel costs Costs of stay Equipment (max 30%) Sub-contracting (max 10%) 4 Staff Categories (Manager, Researcher/ Teacher/Trainer, Technician, Administrator) Students/staff from partners in countries involved in the project from their place of origin to the venue of the activity and return. Activities and related travels must be carried out at project beneficiaries organisation. Subsistence, accommodation, local and public transport, personal or optional health insurance. Purchased exclusively for the benefit of HEIs in the Partner Countries Exceptional for services related to competences that can't be found in the consortia 14

15 Koszty wynagrodzenia Managers (staff category 1)(including legislators, senior officials and managers) carry out top managerial activities related to the administration and coordination of project activities. Researchers, teachers and trainers(rtt) (staff category 2)typically carry out academic activities related to curriculum/training programme development, development and adaptation of teaching/training materials, preparation and teaching of courses or trainings. Technical staff(staff category 3)(including technicians and associate professionals) carries out technical tasks such as book-keeping, accountancy, translation activities. External translation services and external language courses provided by sub-contracted non-consortium members should be classified as Sub-contracting costs. Administrative staff(staff category 4)(including office and customer service clerks) carries out administrative tasks such as secretarial duties.

16 Koszty podróży i utrzymania Wyjazdy wynikające z zaplanowanych działań projektowych STAFF Teaching/training assignments; Training and retraining purposes (only eligible for staff from Partner Countries); Updating programmes and courses; Practical placements in companies, industries and institutions(only eligible for staff from Partner Countries); Project management related meetings (e.g. for management, coordination, planning, monitoring and quality control activities purposes); Workshops and visits for result dissemination purposes. STUDENTS Study periods in a Partner Country institution; Study periods in a Programme Country institution (only for students from Partner Countries); Participation in intensive courses organised in a Programme orpartner Country institution; Pratical placements, internships in companies, industries or institutions in a Partner Country; Pratical placements, internships in companies, industries or institutions in a Programme Country (only for students from Partner Countries). Min 2 weeks - Max 2 months Participation in short-term activities linked to the management of the project (steering committees, coordination meetings, quality control activities, etc.). Max 1 week

17 Koszty podróży i utrzymania Rodzaje mobilności w ramach specjalnego komponentu mobilności STAFF Staff Mobility: from 5 days to 2 months, excluding travel time. In addition, in all cases a teaching activity has to comprise of a minimum 8 hours of teaching per week (or any lower period of stay). STUDENTS Study periods: from 3 to 12 months (including a complementary traineeship period, if planned). Traineeships: from 2 to 12 months. The same student may participate in mobility periods totalling up to 12 months maximum per each cycle of study, independently from the number and type of mobility activities.

18 Wyposażenie Tylko dla uczelni z krajów partnerskich, które są członkami konsorcjum realizującego projekt. Sprzęt musi zostać zinwentaryzowany w instytucji, dla której został zakupiony. Jego zakup musi być niezbędny do osiągnięcia celów projektu. Zakup sprzętu powyżej w oparciu o przetarg, w ramach którego wymaga się zebrania min. 3 ofert.

19 Podwykonawstwo Podwykonawstwo to te działania/usługi, których partnerzy nie są w stanie samodzielnie zrealizować. Koszty wynagrodzenia ekspertów zewnętrznych. Przykładowe usługi: - ewaluacja projektu - audyt finansowy - kursy językowe - druk materiałów i działania promocyjne - tłumaczenia - zaprojektowanie strony internetowej i jej obsługa Jeśli koszt przewyższa należy zorganizować przetarg, w ramach którego wymaga się zebrania min. 3 ofert.

20 Part II: How to calculate the budget -Methods 5 Budget Categories Staff - UC Travel UC Cost of Stay UC Equipment RC Sub-contracting RC Real Costs (RC) Allocation / Justification Methods Unit Costs (UC) Other types of costs (ex.: dissemination, publishing, overheads costs, etc.) are not considered for the calculation of the grant. >>> Expected to be covered by co-funding. 20

21 Part II: How to calculate the budget Unit Costs A unit cost is a fixed contribution which is multiplied by the specific number of units to cover the costs linked to the implementation of a specific activity or task. EU Grants : 2 important principles. Non profit Co-funding How to respect these principles under a "unit cost" approach? E+ Unit Cost amounts are the result of a statistical analysis carried out on real project costs from previous generation of programmes (LLP, Erasmus Mundus, Jean Monnet, Tempus, etc.) For CBHE, the simulation carried out on former Tempus projects showed that "statistically" the combination of real and unit costs corresponded +/- to 90% of their total eligible costs. 21

22 Part II: How to calculate the budget Unit Cost Unit Costs Grant Allocation Volume (/nature) of activities proposed in the application Grant Justification (final report) Eligibility verification of the "triggering event" Use of the Grant internal decision of the partnership (in coherence with application) 22

23 Part II: How to calculate the budget - STAFF COSTS Financing mechanism for staff costs (see Programme Guide page 158, 160 and page 161 Table A and B) Amount Unit costs Subdivided in 4 categories and country groups (4 groups for Programme and 4 groups for Partner Countries) per manager involved per day per researcher/ teacher/trainer involved per day per technician involved per day per administrative staff involved per day Max. 40% of the total grant 23

24 Part II: How to calculate the budget Travel/Cost of Stay Costs of Stay (see Programme Guide page 159) Travel Costs (see Programme Guide page 158) for eligible activities please refer to page DAYS STAFF STUDENTS Distance Bands Unit Cost km km km n.a km km km and more

25 Part II: How to calculate the budget - Travel/Cost of Stay Example 1: Staff Trip: From Paris to Bxl (308 KM) Duration 2 days Real expense: Travel Costs :120 Hotel + Subsistence Costs (250 ) Total real expenses: 370 Example 2 : Staff Trip: From Paris to Berlin (771 KM) Duration 2 days Real expense: Travel Costs :250 Hotel + Subsistence Costs (300 ) Total real expenses: 550 Calculation (unit-costs): Travel Costs: 180 Costs of Stay: 2 x 120 =240 Total unit-costs: 420 Calculation (unit-costs): Travel Costs: 275 Costs of Stay: 2 x 120 =240 Total unit-costs:

26 Part II: How to calculate the budget - Special Mobility Strand Max. 80% of the total EU grant awarded for the joint or structural project (excluding the mobility strand) (see Programme Guide page ) Travel costs Cost of Stay 26

27 Part Unit II: costs How per day to calculate the Unit budget costs (return-trip - for Travel Costs Distance Bands Unit Cost km km km km km 820 Special Mobility Strand 8000 km and more

28 Part II: How to calculate the budget STUDENTS - Cost of Stay Special Mobility Strand Costs of Stay /Month Students from Programme Countries Irrespective of hosting country Students from Partner countries Country group 1 hosting Country group 2 hosting Country group hosting

29 Cost of Stay /Day Staff from Partner Countries Part II: How to calculate the budget STAFF Costs of Stay Cost of Stay /Day Special Mobility Strand Staff from Programme Countries Days Countr y group 1 hosting Country group 2 hosting Country group 3 hosting Country group 4 hosting Days Irrespective of hosting country

30 Budżet projektu Min Max The word "grant should not be mistaken with the total costs of a project.

31 Wkład własny Wymagany! Brak określonego minimum. Informacja zbierana do celów statystycznych.

32 Dziękuję za uwagę! W prezentacji wykorzystano fragmenty prezentacji EACEA na temat CBHE wyświetlanych podczas Erasmus+ Info Days w 2014 r.