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ERASMUS MUNDUS Powered By Docstoc
					International cooperation in
     Higher Education
Tempus, Erasmus Mundus, External Cooperation Window

EU Higher Education modernisation agenda (I)

•   At European level, education is not the subject of a « common
    European policy » : competence for the content and the organisation
    of studies remains at national level

•   The European Commission has a complementary role to play: to add
    a European dimension to education, help to develop quality education
    and encourage life-long learning

•   The Commission works with Member States and the higher education
    sector to help implement national reforms, through the Open Method
    of Coordination (clusters, peer learning, own initiatives and
    programmes, support to others)
EU Higher Education modernisation agenda (I)

•   At European level, education is not the subject of a « common
    European policy » : competence for the content and the organisation
    of studies remains at national level

•   The European Commission has a complementary role to play: to add
    a European dimension to education, help to develop quality education
    and encourage life-long learning

•   The Commission works with Member States and the higher education
    sector to help implement national reforms, through the Open Method
    of Coordination (clusters, peer learning, own initiatives and
    programmes, support to others)
EU Higher Education modernisation agenda (II)

The higher education policy of the European Commission aims at:

•       reforming higher education systems,

•       making them more coherent, more flexible,

•       and more responsive to the needs of society.

    European universities must face the challenges of globalisation, and
    reforms that are needed to release their full potential to help create
    more growth and jobs and make Europe's knowledge-based society a
    reality (Lisbon Strategy).                                          4
EU Higher Education modernisation agenda (III)

    Together with the Member States, the European Commission is
    pursuing three main areas for reform in higher education :

•      Curricular reform: The three cycle system, competence based
                learning, flexible learning paths, recognition, mobility

•      Funding reform: Diversified university income, tuition fees, grants
              and loans

•      Governance reform: University autonomy, strategic partnerships,
              quality assurance

The EU HE modernisation agenda covers the Bologna
Bologna objective:
   To make European Higher Education more compatible and
    comparable, more competitive and more attractive for European
    citizens and for citizens and scholars from other continents.

    A major effort should be made to achieve the core Bologna reforms
    by 2010:
•       comparable qualifications (short cycle, bachelor, master,

•      flexible, modernised curricula at all levels, and

•      trustworthy quality assurance systems                        6
EU Higher Education modernisation agenda: external

    The EU seeks to promote its internal policies through three external
    programmes for higher education cooperation:

•   TEMPUS: contributes to establishing an area of cooperation and
    modernisation in higher education between the European Union and
    the partner countries in the surrounding area, including Central Asia

•   ERASMUS MUNDUS: strengthens European co-operation and
    international links in higher education by supporting high-quality
    European Masters Courses,

•   ERASMUS MUNDUS/ External Cooperation Window: funds
    student and academic staff exchanges

Basic features (I)

•    Objective: to establish an area of cooperation and modernisation
     in higher education between the European Union and the partner
     countries in the surrounding area, including Central Asia

•    Geographical coverage: 27 partner countries in the Western
     Balkans, Eastern Europe, the Mediterranean and Central Asia

•    Programme focusing on institutional cooperation

•    Bottom-up programme mainly implemented through calls for
     proposals complemented by structural measures targeting higher
     education systems
                          Tempus IV
Basic features (II)

•   Strong involvement of national authorities in the definition
    of priorities and selection of projects

•   Programme supported by a network of National Contact
    Points in EU Member States and National Tempus Offices
    in partner countries

                          Tempus IV                        10
Basic features (III)

•   Tempus IV finances two types of projects through calls for

                •   Joint Projects
                •   Structural Measures

•   And one type of project through tenders/ framework

                •   Accompanying Measures

                         Tempus IV
Joint Projects (I)

Joint Projects implemented at institutional level can do the
1- Curricular reform:
•     adapt, modernise and restructure existing curricula with a
      focus on content, structure, teaching methods and the use
      of new teaching materials.
•     establish study programmes with a double or multiple
      degree or a joint degree;
•     establish links with the labour market.
                          Tempus IV
Joint Projects (II)

2- Governance reform:
•    modernise the capacity, management and governance
     of higher education institutions

•    promote a quality assurance culture

                       Tempus IV
Joint Projects (III)

3- Higher education and society:
•      strengthen the role of higher education institutions in
       society at large
•      address the "knowledge triangle" of education, research
       and innovation (project must not focus on research)
•      encourage links between higher education institutions and
       the labour market

4- Thematic networks:
•       facilitate the enlargement of "Thematic Networks" created
    under Socrates-Erasmus and the extension of their activities in
    partner countries
Structural Measures
   Projects implemented at national level for the development and
   reform of the national higher education structures and systems
   in the partner countries :

1- Governance reform (licensing, accreditation,
   qualification frameworks, quality assurance, autonomy…)

2- Higher education and society (links between
   different sectors of education, with the world of work, capacity
   building for public administration…)

                           Tempus IV
             Budget for the 2007 call
• Eastern Europe:     € 24 million (incl. 10 for Russia)

• Mediterranean region: € 14 million

• Western Balkans: € 19,55 million (Serbia: 7 – Fyrom:
   3.5 – Croatia: 3 – BiH: 2,4 – Kosovo: 1.8 – Albania:
   1.05 – Montenegro: 0.8

• Central Asia: € 5 million – 1 M€ per country
                         Tempus IV
Grant size and project duration
•   Both for Joint Projects and Structural Projects

•   From € 500,000 to € 1,500,000

•   Minimum grant size for countries with annual budgets below
    € 1 million: € 300,000 (Albania, Montenegro, Central Asia)

•   Project duration: from 24 to 36 months

                            Tempus IV                       17
New elements (I)
•   No longer a “Guide for Applicants” with four parts but one
    call for proposals with annexes
•   Guidance to fill in the application form (Part 4 of former
    Guide for Applicants) is now integrated into the application
•   No more Individual Mobility Grants
•   No more Complementary Measures
•   Larger projects with more partners (small projects targeting
    one university will not be funded anymore)  Increase of
    grant size
•   Introduction of a new type of Structural Measures for
    Ministries of Education only (direct grants – not subject of
    the call for proposals)                                  18
                        Tempus IV
New elements (II)
•      Programme-wide and national priorities are compulsory
•      New partner country: Israel
•      Participation on self-financing basis: Turkey and EFTA
       countries only
•      EU applicants must have adhered to the Erasmus
    University Charter
•      Universities in Partner Countries can act as grant applicants
•      Involvement of non academic partners is encouraged
•      Teacher and student organisations can be involved as
       partners and applicants
•      Involvement of students or their organisations throughout
       the project life is encouraged
                              Tempus IV                        19
New elements (III)
•   No threshold for staff costs anymomre: proof of cost-
    effectiveness instead
•   Student mobility: maximum 3 months to avoid overlap with
    Erasmus Mundus/ECW(mobility must be recognised)
•   More emphasis on dissemination and sustainability
•   Programme centrally managed by the Executive Agency for
    Education, Audiovisual and Culture in Brussels under the
    leadership of the European Commission
•   Executive Agency responsible for entire project cycle
    including contracts and payments

                       Tempus IV                       20
New elements (IV)
Conditions for non-eligibility have been reinforced:

•      legal entities which have managed a Tempus project in the
       past two years which has been terminated by the
       Commission may not apply for a grant;

•      proposals which are obviously "copied" and just include
       different partners and another partner country are not

                            Tempus IV
Programme priorities (I)
•   Strict adherence to national priorities for national projects
•   Programme-wide priorities and project types are defined
    around the EU higher education modernisation agenda (3
•   National priorities defined by the Ministries of Education
    (selected from the programme-wide priorities) both for
    Joint Projects and Structural Measures
•   Re Curricular development for Joint Projects, specific
    academic disciplines were identified

                         Tempus IV
Programme priorities (II)

Block 1: Curricular reform

•    Introduction of the three cycle system

•    ECTS and recognition of degrees

•    Modernisation of curricula (+national priorities for academic

                         Tempus IV                           23
Programme priorities (III)

Block 2: Governance reform

•   University management and services for students
•   Introduction of quality assurance
•   Institutional and financial autonomy and accountability
•   Equal and transparent access to higher education
•   Development of international relations

                        Tempus IV                             24
Programme priorities (IV)

Block 3: Higher education and society

•    Training of non-univerity teachers
•    Development of partnerships with enterprises
•    Knowledge triangle education-research-innovation
•    Training courses for public services (ministries,
     regional/local authorities)
•    Development of lifelong in society at large
•    Qualification frameworks

                        Tempus IV                        25
•   Dec. 2007: Publication of first call for proposals +
    application form in EN, FR, DE
•   April 2008: Deadline for the submission of proposals
•   June – July 2008: Evaluation procedure
•   Aug – Sept 2008: Consultation procedure
•   October 2008: Selection panel
•   November 2008: Publication of results (approx 80 projects
•   December 2008: Contracting and pre-financing

                       Tempus IV                          26
               Evaluation procedure

•   Quality and feasibility of proposals 
    evaluated by independant academic experts
•   Technical and financial evaluation 
    independant academic experts
•   Consultation of national authorities, EC Delegations,
    National Tempus Offices
•   Results of the evaluation procedure  final ranking, grant
    award decision

                        Tempus IV                          27
Priority given to proposals that:

•    Involve a representative number of higher education
     institutions from a partner country
•    Involve non-academic consortium members
•    Promote interregional cooperation activities
•    Demonstrate that they actively involve students or their
•    Demonstrate a strong institutional and individual capacity
     building process
•    Demonstrate a wider impact on higher education
     institutions and systems
                         Tempus IV
Eligible partnerships for national projects

•   At least two higher education institutions, each from a different
    EU Member State

•   At least one academic or non-academic partner from a third EU
    Member State (new)

•   At least three higher education institutions from the partner
    country (in the case of Montenegro, Kosovo and FYROM one
    institution is sufficient)

                            Tempus IV
Eligible partnerships for multi-country

•   At least two higher education institutions, each from a different
    EU Member State

•   At least one academic or non-academic partner from a third
    EU Member State (new)

•   At least one higher education institution from each partner

                            Tempus IV
                     Eligible partners
•   State-recognised higher education institutions from the EU and
    the partner countries
•   Associations and networks of higher education insitutions
•   Public authorities (ministries or national/regional
•   National and international rector, teacher and student
•   Non-governmental organisations
•   Social partner and their training organisations
•   Private and public enterprises

                           Tempus IV

•   Must prove their operational capacity: CVs of project team and
    list of projects already undertaken in the relevant field

•   Must prove their financial capacity: profit and loss accounts of
    the last three years (public bodies are excepted from this

                            Tempus IV
Eligible costs for Joint Projects and Structural

•   At least 5 % co-financing

Eligible costs:

•   Staff costs (no more ceiling) for academic and admin staff
•   Travel and subsistence
•   Equipment (max. 30%) and supplies
•   Printing and publishing
•   7% administrative costs

                           Tempus IV                             33
     Eligible activities for Structural Projects
•   Surveys and studies
•   Policy and expert advice;
•   Organisation of conferences, seminars, workshops, round
•   Staff training on policy issues
•   Awareness raising campaigns

The Ministry of Education must

•   Directly participate in the project, or
•   Formally endorse the projects’ objectives and activities

                            Tempus IV                          34
    Two other types of actions under Tempus IV

•    Direct support to the Ministries of Education to promote higher
     education reforms

•    Accompanying Measures
                 Funded through calls for proposals, calls for
                    tender or framework contracts
                 Dissemination and information activities such
                    as thematic conferences, studies

                            Tempus IV
                   ERASMUS MUNDUS
          First Phase 2004-2008: main outputs

   103 Erasmus Mundus Masters Courses
   6,000 grants for incoming third-country students
   1,000 grants for incoming third-country academics
   40 Partnerships
   4,000 grants for outgoing EU-students
   800 grants for outgoing EU-scholars
   40 attractiveness projects

                      Erasmus Mundus                    37
                 ERASMUS MUNDUS
           Message received from evaluation

 The programme is a success and should be continued
 Unanimous messages across all consultations

Main changes resquested:
 Increase scholarships for EU students
 Include joint doctoral programmes
 Better serve the needs of third-country universities, an
   include them in joint programmes

                      Erasmus Mundus                     38
                  ERASMUS MUNDUS II:
                  2009-2013 Objectives

 Enhance the quality of European higher education

 Promote dialogue and understanding between peoples and
  cultures through cooperation with third countries

 Promote EU external policy objectives and the sustainable
  development of higher education in third countries

                       Erasmus Mundus
                    ERASMUS MUNDUS
                      Three actions
 Action 1: Erasmus Mundus joint masters and joint doctoral
  programmes of outstanding academic quality, including a
  scholarship scheme
 Action 2: Partnerships between EU and third country HEI in
  specific regions as a basis for structural co-operation and
  mobility at all levels of higher education
 Action 3: Measures to enhance the attractiveness of the EU as
  an education destination
 Technical support measures (Executive Agency, studies,
  experts, etc)

                       Erasmus Mundus
                   ERASMUS MUNDUS
                    Action 1: Masters
 Joint masters programmes (expected output = 150)

                  Offered by HEIs in at least three EU
                  HEIs in third countries may participate
                  Joint admission, selection and exam criteria
                  Obligatory mobility
                  Award of double, multiple or joint degrees
                  Joint degrees are given priority (new!)
                  Selected for five years
                  Increased weight on quality assurance and
                   monitoring (new!)
                     Erasmus Mundus
                   ERASMUS MUNDUS
                Action 1: Doctoral studies

 Joint doctoral programmes (new!) (excepted output = 35)

                   Same features as joint masters programmes
                   Focus on inter-disciplinarity and innovation
                   Participation of industry, research centres etc
                   « Co-tutelle » for thesis
                   Possibility of a preparatory year

                      Erasmus Mundus                          42
                      ERASMUS MUNDUS
                     Action 1: Scholarships
Scholarship scheme linked to joint programmes (students and
   scholars must apply for schalarships to selected consortia)

 Full-study scholarships for students at master level
                - 2-year scholarships

 Full-study scholarships for students at doctorate level (new!)
              - 3-year scholarships

 Short-term scholarships for academics at master / doctorate level
              - 3 months to teach or do research

                          Erasmus Mundus                          43
                     ERASMUS MUNDUS
                Action 2: partnerships (new!)
 Continuation of present « External Cooperation Window »

                      Scholarships for scholars and students
                      1st Call in 2006 = 9 Lots (neighbours,
                       Mediterranean area, Central Asia), 9 projects
                      2nd Call in 2007 = 12 Lots (+ Balkans, Asia, ACP,
                       Latin America)

 Large partnerships between EU and third countries’ universities in
  specific regions

 Erasmus-style cooperation mechanisms, tranfer of know-how

 Priorities defined by the third countries concerned
                          Erasmus Mundus                            44
                     ERASMUS MUNDUS
                Action 2: partnerships (new!)
Scholarship scheme linked to partnerships (new!)

 Scholarships for third countries and EU nationals of varying length (3
  months to 3 years)

 Scholarships for bachelor, master, doctorate and post-doctorate
  students and HE staff (training, teaching, research)

 Mobility not linked to specific programmes

 Use of Erasmus mobility features and instruments

 Special attention paid to socio-economically disadvantaged groups
  and populations in a vulnerable situation
                          Erasmus Mundus
                     ERASMUS MUNDUS
              Action 3: enhance attractiveness
Projects to enhance the attractiveness of EU HE in the world

 Enhance the attractiveness, profile, image, visibility and accessibility
  of EU universities
 Projects relating to the international dimension of HE (promotion, QA,
  credit recognition, mutual recognition of qualifications, curriculum
  development, mobility, quality of services …)
 Promotion of the programme and its outputs
 Grants to National Structures for information and dissemination
  activities (new!)
 Conference, seminars, workshops, studies, analyses, pilot projects,
  prizes, international networks,
 Public / private bodies active in HE (Eu and non-EU)

                          Erasmus Mundus                            46
                   Implementation calendar

For Erasmus Mundus II:

•   Publication of 1st call for proposals Erasmus Mundus II: late 2008 for
    courses starting in the academic year 2009/2010

Remaining deadlines under Erasmus Mundus I:

•   Action 2 (scholarships): deadlines set by Masters Courses (normally
    January), selection May 2008, start academic year 2008/09

•   Action 4 (partnerships): deadline May 2008, selection October 2008,
    start November 2008

                           Erasmus Mundus
                  COOPERATION WINDOW
•   Complementarity with Tempus

•   National priorities defined by Ministries

•   Mobility programme for students and academic-staff

•   New action launched in 2006 with a budget of 36 M€ for the first call

•   1st call: 87 applications received, 9 selected

•   Grants awarded between EUR 1 M and EUR 6 M

•   Study level: Undergraduate, Postgraduate and Doctoral level

                    External cooperation window
                  COOPERATION WINDOW

Budget for the 2007 call: M€ 86
Geographical coverage for the 2007 call for proposals (12 lots in 2007):

•   Central & Eastern Europe + Russia
•   Mediterranean countries
•   Asia regional and one individual country: India
•   Central Asia
•   Yemen, Iran, Irak
•   Latin America: Brazil, Chile, Mexico
•   Africa, Caribbean and Pacific
•   Western Balkans

                   External cooperation window                       50
                 COOPERATION WINDOW

November 2007: Publication of the 2007 Call for Proposals

March 2008: Deadline for the submission of applications

June 2008: Grant Award Decision

June 2008 onwards: Selection of students & academic staff

September 2008 – April 2009: Start of student and academic staff

                   External cooperation window                     51
                   COOPERATION WINDOW
Financing for consortia: from 1 to 9,6 million Euros:

•   Organisation of mobility: 10,000€ per university, per lot
•   Scholarships: travel, living allowance, full insurance, fees (limited or
    Erasmus fee waiver)

                   •      Undergraduate scholarship: non consortium
                          members (max. 13,675 €), vulnerable students
                          (max. 45,550 €)
                   •      Master scholarship: Max. 30,650 €
                   •      Doctorate scholarship: Max. 64,050 €
                   •      Post doctorale scholarship: Max. 23,750
                   •      Academic staff fellowship: Max. 7,725 €

                       External cooperation window
                  COOPERATION WINDOW

Partnership requirements:

•   At least 5 European HEI (holding an Erasmus Charter) + 1 HEI from
    each of the third-countries covered in the geographical lot
    (exceptions for lots with particular difficulties)

•   Max. 20 eligible partners (incl. the applicant)

•   The same partnership can apply to 4 lots max

                    External cooperation window
                   COOPERATION WINDOW

Mobility grants for:

•   Undergraduate, master, doctorate, post-doctorate, academic staff
       1) students & scholars from the selected consortia
       2) or students outside the selected consortia
       3) or vulnerable students

•   Consortia selected by the Commission

•   Students and scholars selected by the universities

                       External cooperation window
      Thank you for your attention !

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