Erasmus+ webinar presentation ka2 he jc


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Erasmus+, the new EC funding programme for education, training and sport.

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  • FHL
  • KA2 HE intensive programmes but not stand alone; centralised actions (which);
  • Tempus – not yet
  • Round 1 “countries” = programme countries
  • Objectives and activities ie looking for well-structured project.
  • Attainment levels
  • Priorities:
  • Need to know partner PICs
  • Rationale and needs: In context of EU priorities as laid out in Programme Guide p 26-27 and 93-94. evidence of needs eg needs analysis
    innovative 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 CHECK
    Not intellectual outputs, multiplier events, T&L,
  • Preparation – expected to be included under activities but could also be before
    Include simple work programme/ timeline as annex – EC may provide a template.
  • Learning outcomes are recognised and validated in the same way as under KA1 and in line with the ECHE. ECTS recommended for recognition.
  • “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
  • Quality of plan – appropriateness eg of target groups for dissemination of specific results; will ensure best use of results; adequate resources.
  • If relevant, open access to materials, documents, media,
  • In context going beyond project plans for a multiplier effect;
    If relevant, integrated in management and pedagogy of participating organisations
    Participating organisations can if relevant attract cofunding or other support to ensure sustainability of activities and continued use of outputs and results.
  • NA responsible for quality so may edit.
  • Erasmus+ webinar presentation ka2 he jc

    1. 1. Key Action 2 HE Guidance on applications David Hibler Joanna Collins
    2. 2. Overall objectives • Boost skills, employability, labour market relevance • Modernise education, training, youth work • Focus on young people • See
    3. 3. Key facts • Simpler, cross-sectoral structure based on ‘Key Actions’ • Worth €940m to UK over seven years • Replaces Lifelong Learning Programme, Youth in Action and other EU programmes • Addresses EU agenda for modernisation of HE
    4. 4. Erasmus+ is ‘the new EU programme for education, training, youth and sport’
    5. 5. European policy context
    6. 6. Key Actions • Key Action 1: Learning Mobility of Individuals • Key Action 2: Co-operation for Innovation and Exchange of Good Practices • Key Action 3: Support for Policy Reform • Some activities managed centrally, not by National Agencies • Organisation, not individual applications • No funding for preparatory visits
    7. 7. Key Action 2 • • • • • Strategic Partnerships (by sector and crosssectoral) Knowledge Alliances and Sector Skills Alliances Capacity Building Projects Support to IT Platforms Broadly, absorbs Tempus within changed focus
    8. 8. Key Action 2 Strategic partnerships • Development, transfer and/or implementation of innovative practice (incl. mobility) and development of labour market skills • Partnership size and type flexible • HE, VET, schools, adult education, youth and cross-sectoral • Funding based on unit costs
    9. 9. Strategic partnerships in HE
    10. 10. Basic criteria • Wide variety of organisations: public or private, professional bodies, NGOs etc, in programme countries; sectoral, cross-sectoral • Participating HEIs - Erasmus Charter for Higher Education (ECHE) • Minimum 3 organisations from 3 programme countries • Up to €150,000 per year • 2 or 3 years: duration depends on objectives and activities • Overall budget less for UK, expect much competition
    11. 11. Application deadline DEADLINE 30 APRIL 12.00 CENTRAL EUROPEAN TIME (11.00 BST)
    12. 12. Possible Strategic Partnerships themes
    13. 13. Priorities for KA2 HE • Enhance quality and relevance of learning, attainment levels • Key skills: entrepreneurship, languages, digital • labour market relevance: links with work • Non traditional approaches, virtual mobility, use of ICT • Professional development • Capacity building, Organisational development • Equity and inclusion • Pursue EC priorities for modernisation of HE
    14. 14. Projects • • • • • • Address policy objectives Foster transversal (cross-cutting) skills for employability Promote practical experience, work-based learning Professional development in using ICT, support for OER Develop innovative curricula Validation of non-formal and informal learning and connection with formal; transition to new levels with European tools, link with national recognition systems • Career guidance and counselling
    15. 15. Activities • Very flexible to deliver project objectives Separate budget lines: • Project management and meetings • Intellectual outputs • Multiplier events • Teaching, training and learning activities • Linguistic support • Dissemination of results
    16. 16. Award criteria • Relevance: policy; needs; objectives; synergies between fields; innovative or complementary; added EU value • Design and implementation : work programme phases; consistency; methodology; quality control; VFM; appropriate T&L if any; recognition of learning outcomes • Quality of team and cooperation: participating organisation skills and competencies ; tasks and responsibilities; management arrangements • Impact & dissemination: evaluation; impact; dissemination; sustainability • Programme Guide pages 99 to 100
    17. 17. The application eform • Completed on-line • 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. 18. Advice • Read 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 examples • Guidance on using the eforms is at [t.b.c.] • Read full application form and guidance before completing the form
    19. 19. The application form content overview • Context: background • Participating organisations: basic information • Description of the project: rationale for project and partnership, objectives • Preparation and project management: including m&e; target groups • Project activities: details of all outputs and activities
    20. 20. The application form content overview • • • • Follow-up: dissemination, use of results, sustainability Budget: management and activities Project summary Formal aspects: data protection, sign off
    21. 21. Context and participating organisations • • • • Basic information NA – select UK1 Details fill in automatically when PIC input HEIs – accredited (ECHE), do not have to add further information to show eligibility • Summary of background and experience • Partners – as above
    22. 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 value • Communication and meetings, partners and stakeholders • Priorities (cf EU priorities) - overall objectives eg partnerships between education and employment • Topics - eg regional dimension; environment; discipline • Results: outputs, products, changes; people trained, skills, knowledge, cultural awareness, languages NB not outputs covered below under “activities”.
    23. 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, rectifying • Quality of activities: monitoring quality of delivery; who, how, when? (cf. “activities”) • Risks: internal and external, how monitored and mitigated • Assessing achievement: qualitative and quantitative indicators and activities (outputs, results, objectives) cf. “activities” and “impact” below
    24. 24. Implementation • Organisation of activities: who, what, where, how coordinated, timelines (template annex promised) • Target groups: who? cf. “needs”, above • Participants with fewer opportunities: number; proportion of participants • Support for them • Difficulties in participation
    25. 25. Project activities (and outputs) • Divided into types • For each type (eg intellectual outputs, events, mobility) : – Phase of the project: Preparation; Implementation; Follow-up; Dissemination; Closure – Title – Description – Tasks – Estimated start and end dates – Organisation leading the activity – Other participating organisations.
    26. 26. Intellectual outputs • Publications eg 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 and different media; software • Type • Languages • Media  
    27. 27. Multiplier events • • • • Emphasis on visibility and dissemination in Erasmus+ Beyond participating individuals and organisations Event type Intellectual outputs covered
    28. 28. Learning, teaching and training activities • Must contribute to overall objectives of project • Eligibility criteria and funding different from mobility in KA1: quality criteria (eg recognition) the same • Students: blended mobility i.e. up to 2 months physical mobility with virtual mobility • Staff teaching and training: 2 to 12 months • Intensive programmes of 5 days to two months • Short – term joint staff training events: 5 days to 2 months
    29. 29. Learning, teaching and training activities • • • • Activity type – click as appropriate Activity description Number of participants Participants with special needs: even if you are not sure of the details, included any anticipated participation by people with special needs. • Accompanying persons – as above • Long (months) or short term (days) – as appropriate. • Participating organisations
    30. 30. Follow up - impact • Impact (effects, results, changes) on participating individuals and organisations and other stakeholders • Impact beyond the project, local, regional, national, European • Measurement – who, what, how
    31. 31. Follow up - dissemination • Important in Erasmus+ - added value of EU funding, wider reach and impact • Communicating successes and results widely: for use by others including other sectors; to influence policy; into the future • Measureable, realistic objectives • Timetable • Resource planning • Involvement of target groups if possible
    32. 32. Follow up - dissemination • • • • Target audiences, different levels Responsibilities, skills of team Accessibility, media Monitoring
    33. 33. Sustainability • Of project activities and results • Resources – financial, other (eg institutional support)
    34. 34. Budget (summary) • • • • Different activities: different funding levels and structures Most payments conditional on justification in application Unit costs and lump sums, with ceilings Project management - 500 per month for coordinating;250 per month for participating (all) • Transnational project meetings (must be justified) per participant and distance travelled • Intellectual outputs per day and staff role (manager, researcher/teacher/trainer, technician, administrator)
    35. 35. Budget (summary) • Multiplier events related to intellectual outputs: per local and foreign participant • Learning, teaching, training: travel by distance, and subsistence per participant by day or month • Linguistic support: lump sum per participant in 2 to 12 months mobility • Special needs: actuals – costs included in application • Exceptional costs: 75% actuals , subcontracted goods and services which partners cannot provide
    36. 36. Project Summary • Synopsis: to be used for publicity, uploaded to EC dissemination platform • Context • Objectives • Participants • Activities • Methodology • Results, impact, longer term benefits • Summary of participating organisations and budget
    37. 37. ECAS and PICs • Need PIC • HEIs ask Erasmus coordinator • Other organisations: register on the European Commission Authentication Service (ECAS), see • Log in to Participant Portal with ECAS account details, see EC Participant Portal User Manual • Register on the Unique Registration Facility (URF) • You will receive a PIC.
    38. 38. Further information • Call for Proposals and Programme Guide • UK NA website, • #erasmusplusuk – BC/Ecorys hashtag • Erasmus Helpdesk (detail) • Examples of centralised projects under LLP orts_erasmus_en.php