Erasmus Mundus masters en PhDs by liuqingyan

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									       Erasmus Mundus II
          Voorlichtingsdag Actie 1

         Nuffic, Utrecht: 3 Maart 2009

Koen NOMDEN – Programme Coordinator Erasmus Mundus
  Education, Audiovisual and Culture Executive Agency
           Presentation Overview


• Erasmus Mundus I (2004-2008)
• Erasmus Mundus II (2009-2013):
  – Aims/objectives
  – New features
  – Programme Guide/Call Action 1: Joint Masters and
    Joint Doctorates




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           Erasmus Mundus I Actions


• Action 1: Erasmus Mundus Masters Courses
• Action 2: Scholarships
• Action 3: Partnerships with Third-Country Higher
  Education Institutions
• Action 4: Enhancing Attractiveness
• Total Budget: 230 Million EUR (+70 million for
  additional scholarships for students from
  targeted countries/regions)


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              EM I Main results (2004-2008)

Number of Masters Courses: 103 (468 EU HEI in 24 EU countries)
Number of non European Students: 6000
                                                      1957
Number of non European Scholars : 1000 1 8 2 5
Number of Partnerships : 40 (involving
31 non-EU countries)           1377
                                                       412


54 “Attractiveness” projects
                                          273

                              231
                    808


                    133



       140
              28

        19          36        57          80          103
       2004         2005      2006        2007        2008




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           Erasmus Mundus II

• Erasmus Mundus II (2009-2013)
  integrates:
  – Erasmus Mundus 2004-2008
  – Erasmus Mundus External Cooperation
    Window
• And adds some new features


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            EM II Aims

• Promoting European higher education
• Helping improving and enhancing the
  career prospects of students
• Promoting intercultural understanding
  through cooperation with third countries
  in the field of Higher Education

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                                        6
             EM II Specific Objectives
• To promote structured cooperation between HEIs
  and to promote an offer of high quality in higher
  education with a distinct European added value
• To contribute to the mutual enrichment of societies
  by developing the qualifications of men and women
• To contribute towards the development of human
  resources and the international cooperation
  capacity of HEIs in third countries
• To improve accessibility and enhance the profile
  and visibility of European higher education in the
  world
    3/3/09                                         7
                                                   7
           EM II Actions

• Action 1 : joint masters and joint doctoral
  programmes (former Actions 1, 2 and 3)
• Action 2: structured partnerships between
  EU and targeted non European countries
  (the current ECW)
• Action 3: promotion of European higher
  education (former Action 4)


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            ERASMUS MUNDUS II
            What is new?

• Wider scope: inclusion of external policy
  objectives -> overarching programme in the field of
  HE cooperation with non European countries
• Joint doctoral programmes + fellowships
• Inclusion of non European HEIs in joint masters
  and doctoral programmes
• Role of associated Members in EMMC and
  EMJD
• Scholarships for EU students
• Information Grants for National Structures
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                                                  9
           EM II Key figures


• Overall Budget of almost 1 billion euros
  – 493.69 Million EUR for Actions 1 and 3 (from the EU’s
    Education Budget)
  – About 460 Million EUR for Action 2 (from different
    funding instruments: ENPI, DCI, IPA, ICI, EDF)
• Output objectives (Action 1)
  –   150 joint Masters Courses
  –   35 Joint Doctorate programmes
  –   8.500 student scholarships (60% non European)
  –   4.000 grants for scholars
  –   750 fellowships for doctoral candidates
  3/3/09                                               10
             Action 1: Joint Masters (EMMC)

• Offered by HEIs in at least 3 EU countries
• HEIs in Third Countries may participate
• Joint admission, selection and exam criteria
• Award of double, multiple or joint degrees
• Selected for 5 years
• Increased weight on quality assurance and monitoring
• Obligatory mobility for students
• Student scholarships for non European and European
  students (min 1 max 2 years)
• Fellowships for non European and European scholars (3
  months max)
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            Obligations of EMMC


• Be fully developed at the time of the application and
  ready to run for 5 consecutive editions as from 2010/11
• Provide for the use of at least two European languages
  spoken in the countries where the study/research is
  carried out
• Provide insurance coverage
• Sign a consortium agreement between the partners
• Support third country candidates in obtaining their visas
  and residence permits
• Take measures to recruit top class students / doctoral
  candidates / scholars

   3/3/09
               EMMC scholarship amounts
• Scholarship Calculation:
    3C Students    1,000 € / month for costs of living
                   4,000 € for travel and installation costs per year
    EU Students    500 € / month for costs of living
                   3,000 € in case of non-EU mobility
    Scholars       1,200 € / week (duration: 2 weeks – 3 months)

• Maximum contribution to fees and other participation costs:
   • 8,000 € per year for non European students
   • 4,000 € per year for European students
   • A fee waiver should be granted by the consortium if tuition fees are
     higher
• Integration of insurance costs in fee contribution
• Annual flat rate contribution to the Masters Course: 30,000 €
     3/3/09                                                             13
            EMMC – Number of scholarships


• A constant number of students scholarships per Masters
  programme during the first 4 editions of the programme (17)
• A reduction as from the 5th edition for reasons of
  sustainability of the EMMC (7 in the 10th edition)
• Between 43 and 50% of scholarships for European students
• 3 or 4 scholarships for non European scholars (standard
  duration: 3 months, with some flexibility)
• 3 or 4 scholarships for European scholars, provided that non
  European HEI are part of the consortium (standard duration:
  3 months, with some flexibility)


   3/3/09                                                14
            EMMC Scholarships - Eligibility


• Category A Scholarships: non European
  students who are not residents nor have carried
  out their main activity for more than a total of 12
  months over the last five years in a participating
  country
• Category B scholarships:
   – All other students (mainly Europeans)
   – Study periods must be spent in at least two different
     countries than the country in which the last university
     degree was obtained


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           EMMC Scholarships – other aspects


• Obligation for signature of a Student agreement
• If a TC partner is involved in the consortium:
  – Category A: possibility to spend a period up to 3
    months/15 ECTS in the TC for study/fieldwork under
    the supervision of the partner(s) concerned (not in the
    student's country of origin)
  – Category B: possibility to spend between two months
    and half of the Masters duration under the supervision
    of the partner(s) concerned


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           EMMC Award Criteria


• Academic quality: 25%
• Course integration: 25%
• Course management, visibility and
  sustainability measures: 20%
• Students’ facilities and follow-up: 15%
• Quality assurance and evaluation: 15%


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            Academic quality (25 %)


• Needs analysis and added value of the integrated study
  programme both on national and international level
• The adequacy of the partnerships to the objectives of the
  programme (capacity, expertise and experience and quality of
  the teaching staff)
• The quality and relevance of the learning outcomes, acquired
  competences and professional outcomes
• Work placements and/or research activities, interrelation with
  business including the role of associated members
• EMMC structure (including including mobility mechanisms)
  and its relevance for its academic and professional objectives
• If relevant, the level and appropriateness of Third-Country
  partner(s) contribution to the EMMC

   3/3/09                                                     18
                  Academic quality – expert comments




“the Consortium made a survey on existing        “The objectives of the Course are quite
   European training programmes at the         general … no comparison to other courses
        Masters level in the field”           that already exist in the same field in Europe
“Linkage between research, education and      “The academic quality and added value of the
practice offered by a consortium, which has    programme can hardly be assessed, as the
credentials on excellence and composed by       structure of the study programme is only
     partners that are complementary”                 described along general lines”
“The competences and learning outcomes         “Very confused programme presented with
are very well described and were designed
            after consultation”                   participation of excellent universities”




       3/3/09                                                                          19
            Course Integration (25%)


• Integration of the Masters Course (jointly developed by the
  consortium partners, full recognition of the programme by all
  participating HEIs); if relevant, integration of the Third-Country
  partner HEIs
• Common student application, selection, admission and examination
  procedures
• Financial arrangements among the partner institutions (calculation
  and distribution of fees among participating institutions)
• Use of ECTS or other compatible mechanisms (including the
  “grading scale”)
• Degree(s) awarded and, if applicable, the measures taken by the
  consortium to deliver a joint degree
• Diploma Supplement (if possible jointly issued)

   3/3/09                                                          20
                  Course integration – expert comments




“The final degree awarded already exists     “The proposal mainly focuses on the separate
 and double degrees agreements have          Masters Courses that are being taught at each
         already been provided”               partner University. The study programme is
                                                       not really fully integrated
“The proposed Course is modularised and
  the ECTS credit allocation is done in a    “Tuition fees depend on the Universities where
              proper way”                             the students choose to study”
“The application procedure will be on-line    “The role of each institution in awarding this
  and common to all students, and the            degree is not at all clear, neither is the
selection process will be very transparent     project's strategy for the recognition of the
       and will pass different filters”                       Master degree”




      3/3/09                                                                           21
            Management, visibility,
            sustainability (20%)

• The quality of the cooperation mechanisms within the
  consortium
• Financial and human resources dedicated by the
  consortium to the EMMC implementation
• Strategy and measures to ensure the visibility and
  worldwide promotion of the EMMC
• Sustainability plan (involving all partners, associated
  members, other organisations)
• Complementary funding sources (availability of
  additional scholarships to participating students)

   3/3/09                                                   22
                     Management, visibility, sustainability –
                     expert comments




   “detailed description of the cooperation
mechanisms to be created: Board of Directors,
  External Advisory Board, Admissions and            “A real coordination among partners is
 Quality Committee, Secretariat and Students       lacking. A lot of tasks will be done by the
                 Checkpoint”                                   coordinator alone”

“The partners have a very extensive world-wide        “No mention of funding sources that
    network useful to attract students and              ensure the course sustainability”
                  scholars”
                                                   “The publicity of the Master is more based
  “A report on all the financial aspects will be      on the partner's existing contact with
  presented at every meeting of the Board of        institutions of the third-countries than on
  Directors, which adds a control value to the                 an integrated policy ”
     financial management of scholarships”




        3/3/09                                                                            23
            Students’ facilities and follow up
            (15%)

• The existence of a Student Agreement
• The nature and quality of the services provided to host
  students/scholars including the insurance scheme
  proposed to cover the non European students during
  their EMMC studies and services available to grantees
  with family or with special needs
• EMMC language policy and linguistic facilities offered
• Arrangements to facilitate networking among EMMC
  students (e.g. Alumni Association)



   3/3/09                                                   24
                  Students’ facilities and follow up – expert
                  comments




 “the Consortium has agreed to develop a
   learning Platform which may be really         “there is no mention about support activities
            helpful for students”                     for visas and other arrangements ”
  “The language policy is clearly presented      “The information provided about the services
(language diversity, language of instruction,      offered to the students (welcome, hosting
    languages of examination, language            etc.) are very general, no reference is given
         learning support offered)”             about what exactly one or the other institution
                                                                    can offer”
  “All course documents will be available
  online. Linguistic, cultural preparation,      “No information is provided on the linguistic
coaching and counselling, housing facilities                  services offered ”
      and social activities are planned




      3/3/09                                                                              25
            Quality Assurance and Evaluation
            (15%)

• Internal (e.g. student/scholar feed-back systems, etc.)
  and external quality assurance (by e.g. national,
  international or professional bodies) mechanisms
• If applicable, the involvement of associated members are
  in course monitoring
• Measures taken to allow balanced gender participation
  and to facilitate access to students/scholars with special
  needs




   3/3/09                                                 26
                  Quality Assurance and Evaluation – expert
                  comments




“The students will have the opportunity to   “No external QA is foreseen and no criteria or
 evaluate teachers and courses, also non                 indicators are listed ”
 academic aspects such as infrastructure
       and organisational points ”              “The answer refers to the coordination
                                                 mechanisms and barely to the quality
     “A quality assurance committee                    assurance mechanism”
  (international panel) will intervene to
         monitor the programme”               “no formal and anonymous involvement of
                                                    students or staff is mentioned “
 “The evaluation of the Programme by its
  success in terms of completion of the
   Masters Course: time to get the first
employment, career performance... is also
                relevant’”


      3/3/09                                                                          27
         Action 1: Joint Doctorates (EMJD)


     • Same features as joint masters
       programmes +:
         – Fellowships for a period of 36 months
           (employment contracts or stipends)
         – Obligatory mobility of 6 months (over
           the 3-year period)
         – Focus on inter-disciplinarity and
           innovation
         – Participation of research institutes +
           industry (associated members)
         – “Co-tutelle” for thesis
3/3/09                                              28
                                                         28
              EMJD fellowship amounts

• Fellowship Calculation:
   Category A      2,800 € / month (employment contract) or 1,400 €
                   month (stipend) for costs of living
                   7,500 € for travel and installation costs
   Category B      2,800 € / month (employment contract) or 1,400 €
                   month (stipend) for costs of living
                   3,000 € for travel and installation (in case of non-
                   EU mobility)
   Participation   Max 300 € / month for non laboratory based and
   costs contr.    Max 600 € / month for laboratory based EMJD

• Fellowships paid for a duration of 36 months
• Annual flat rate contribution to the EMJD: 50,000 €
     3/3/09                                                               29
           EMJD Fellowships - Eligibility


• Category A Fellowships: non European
  doctoral candidates who are not residents nor
  have carried out their main activity for more than
  a total of 12 months over the last five years in a
  participating country (exception: former EMMC
  scholarship holders)
• Category B Fellowships:
  – All other doctoral candidates (mainly Europeans)
  – Research periods to be spent in at least two different
    countries than the country in which the last university
    degree was obtained

  3/3/09                                                  30
              EMJD Fellowships – other aspects


• Mobility:
   – Training/research in at least two countries for min 6 months
     (cumulative or consecutive)
   – At least two thirds of the doctoral programme must be spent in
     Europe
   – In case of TC partner instutitions in the consortium:
        • Cat A: can spend a period of max 6 months (cumulative or
          consecutive) in the relevant TC
        • Cat B: can spend a period of max 1 year (cumulative or
          consecutive) in the relevant TC
• Obligation for signature of a Doctoral candidate
  agreement
• Every edition of the EMJD: between 6 and 10 fellowships
  (for Category A and B together)

   3/3/09                                                             31
           EMJD- Award Criteria


• Academic and Research quality: 20%
• Partnership experience and composition: 20%
• European integration and functioning of the
  programme: 20%
• Provisions for candidates granted an EMJD
  fellowship: 20%
• Management, sustainability and Quality
  Assurance of the programme: 20%


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            Academic and research quality
            (20%)

• Needs analysis (including a socio-economic perspective) and
  objectives of the EMJD (including those relating to inter/multi-
  disciplinary, inter-sectoral and/or newly emerging fields)
• Contribution to European education, research excellence and
  competitiveness, added value, expected educational,
  scientific and innovative outcomes
• Scientific quality of the education, training and research
  programme, existence of training activities, articulation
  between education/training and research, participation of
  industry (where relevant)
• Inter-sectoral and inter-organisation collaboration and mobility
  (such as placements), graduate employability

   3/3/09                                                       33
            Partnership experience and
            composition (20%)

• Partners’ capacity, expertise and experience
• Diversity (countries/regions, type of organisations),
  complementarities and synergies between partners; their
  track records in joint cooperation activities and their level
  of internationalisation
• The appropriateness of industry (or other types of
  partners) participation (e.g. co-funding, co-supervision,
  intellectual property rights, publishing possibilities,
  quality assurance, etc.) + their formalisation in
  agreements
• If relevant, the level and appropriateness of the Third-
  Country partner(s) contribution to the EMJD

   3/3/09                                                    34
            European integration and
            functioning of the programme (20%)

• Organisational structure + integration of the EMJD
  programme: research environment
  (doctoral/graduate/research schools or “co-tutelle”
  arrangements), recognition (ECTS or other in-built
  mechanisms)
• Relevance and organisation of the mandatory mobility
  periods
• Joint mechanisms for the selection, supervision/monitoring
  and assessment of doctoral candidates
• Financial arrangements among partners including the
  participation costs to the EMJD, co-funding possibilities in
  particular for candidates without EMJD fellowships
• Degree(s) awarded and the extent to which the consortium
  aims to deliver fully recognised and accredited joint
  degrees
   3/3/09                                                    35
            Provisions for EMJD candidates
            and fellowship holders (20%)

• Information and marketing strategy
• Use of employment contracts
• Implementation of the principles of the European Charter for
  Researchers and the Code of Conduct for the Recruitment of
  Researchers; the Doctoral Candidate Agreement
• The administrative arrangements to cover the fellowship
  holder's rights (e.g. health care, social security and pension
  rights, etc.), the mechanisms for the delivery and financial
  management of the fellowship scheme, the distribution of
  grantees between institutions
• The services provided to EMJD candidates (housing,
  coaching, visas, candidates with a family or special needs),
  language policy and linguistic facilities
• The arrangements concerning the candidate’s career
  (prospects, monitoring after graduation)
   3/3/09                                                      36
           Programme Management and
           Quality Assurance (20%)

• The organisational arrangements and
  cooperation mechanisms within the consortium
  and the specific role played by each of its
  members
• The development and sustainability plan
• Internal and external evaluation quality
  assurance mechanisms
• Gender balance, access for disadvantaged
  students (for economic, racial, religious or any
  other reason) and for students with special
  needs

  3/3/09                                             37
           Selection procedure (EMMC + EMJD)



• Prior eligibility check by the Agency
• Expert assessment procedure:
   – Two individual expert assesments of each proposal
   – Consensus discussions between the two experts on
     each proposal; if necessary a third expert will assess
   – The best proposals are submitted to the sectoral and
     general panels
• Selection Board (composed of high standing
  academic personalities):
   – Selection proposals on the basis of the experts’
     analyses
  3/3/09                                                  38
            Submission of proposals -
            Important points

• Respect of all formal eligibility criteria (e.g. deadline,
  signatures etc.)
• Coverage of all questions of the application form
• Be clear, simple, coherent and explicit
• Use examples to demonstrate evidence
• Provide crosschecked information regarding degree
  recognition
• Elaboration of methodology (not only « Where » and
  « When » but also « How »)
• Clear information about the role of the coordinator and
  the partners in the consortium
• Provision of supporting information where necessary

   3/3/09                                                      39
           Selection of EMMC + EMJD in 2009


• Publication of Programme Guide and Call for
  Proposals on 6 February
• Selection of EMMC and EMJD to start in the
  academic year 2010-2011
• EMMC:
  – Selection of at least 15 new EMMC
  – Possible reselection of 2004 (19) and 2005 (17)
    consortia
  – Same assessment for existing EMMC and new
    proposals
• Selection of 10 EMJD
  3/3/09                                              40
            EMMC + EMJD: Timetable


• Submission of summary sheet: 31 March (only EMJD, no eligibility
  criterion)
• Deadline for Application: 30 April
• Assessment by external experts: May
• Selection Board: June
• Selection Decision: July
• Communication of results (including experts’ comments):
  September
• Framework partnership agreement: Autumn 2009
• Submission of student and doctoral candidate lists:
   – Cat A: Late Jan 2010
   – Cat B: May 2010
• Specific agreements: Spring 2010
• Start of the EMMC and EMJD: academic year 2010-2011


   3/3/09                                                        41
           Management of EMMC and EMJD
           by the Agency

• Conclusion of a 5-year « framework partnership
  agreement » between the coordinating institution
  and the Agency
• Conclusion of annual specific agreements with each
  consortium for the duration of the EMMC or EMJD
• Payments to the coordinating institution
• Day-to-day contacts with the consortia
• Analysis of progress and final reports
• Monitoring visits
• Organisation of coordinators meetings
• Possibility for audits

  3/3/09                                           42
           Further Information


• Erasmus Mundus Website:
http://ec.europa.eu/education/external-
  relation-programmes/doc72_en.htm

• koen.nomden@ec.europa.eu




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