Erasmus+ international dimension credit mobility

1. The International Dimension
in Higher Education:
‘Europe and Beyond’
Welcome from the
British Council and the
UK International Unit

2. Agenda - morning
1000 Welcome and Introduction
Erasmus+ UK National Agency and UK International Unit
1010 The EU context: the development of Erasmus+
Roisin McCabe, European Commission
1025 Jean Monnet – Roisin McCabe
1045 International Credit Mobility - David Hibler, British Council
1145 Refreshments
1200 Case study: Erasmus Mundus Action 2 - Anna Dukes, Cardiff
Metropolitan University
1230 Questions and answers
1300 Lunch

3. Agenda - afternoon
1345 Capacity Building in Higher Education - Roisin McCabe
1430 Case study: Tempus - Peter Popov, City University London
1500 Refreshments
1515 Joint Master Degrees - Roisin McCabe and David Hibler
1600 Conclusion and close

4. 4
Erasmus+:
The EU Programme for Education,
Training, Youth and Sport
Erasmus+ Information Day on
the International Dimension for Higher Education
London
8 December 2014

5.  Erasmus+: Why a New Approach?
• Economic Crisis and high youth unemployment
• The internationalisation of education: a global competition for talent
• Need for closer links with the world of work
• A changing social-economic context
5

6. EU Policy Context
 Closer links between the programme and policy-making
 Europe 2020 targets : raising higher education attainment for 32%  Stronger international dimension, particularly in higher education.
 Erasmus+ used by EU external relations and development cooperation
Policies to achieve policy-objectives in these fields
6

7. What’s New?
 A single integrated programme covering four sectors
 7 existing programmes brought into an existing framework
 EU added-value needs to be clear. Systemic impact
 Greater synergies between formal/informal and non-formal learning
7

8. What’s New?
 Fewer Calls for Proposal
 More user-friendly – one integrated programme with same
rules and procedures
 Simplified financial management with greater use of unit costs
 40% increase in the budget by using external funding
instruments
 Increased funding for the external action
8

9. Facts and Figures for International
Dimension
Almost EUR 16.5 billion will cover the programme as a whole for the
period 2014-2020. More than 17% of this will be dedicated to the four
international components of the programme described in this brochure.
This budget will fund the following key results of international
cooperation:
• 350 new Erasmus Mundus Joint Master Degrees
• 30 000 scholarships for Joint Master Degree students and staff
(minimum 75% for individuals from Partner Countries)
• 130 000 credit mobility scholarships for individuals to move between
higher education institutions in Partner Countries and Programme
Countries
• 1 000 capacity-building projects for higher education
• 2 000 Jean Monnet projects

10. Jean Monnet Activities
in Erasmus+ Programme
Education, Audiovisual and Culture Executive Agency
Erasmus+

11. Jean Monnet Activities
• Jean Monnet Programme 1989
Introduction of European
integration studies in
universities
• dedicated to the memory of
Jean Monnet (1888-1979)
• Jean Monnet continues under
Erasmus+ as a separate
activity
• Managed centrally
Erasmus+

12. Jean Monnet a worldwide Network 1989 - 2014
Erasmus+
78 countries throughout the world
more than 800 universities offering Jean
Monnet courses as part of their curricula
Over 4,200 projects in the field of European
integration studies
more than 1,700 professors
265,000 students every year

13. Jean Monnet in brief
• Focus on EU studies to promote excellence in
teaching and research on the European
integration process in various disciplines
• European Union studies comprise the study on
Europe in its entirety with particular emphasis on
the European Integration process in both its
internal and external aspects
Erasmus+

14. Erasmus+
Objectives
• Promote excellence in teaching and research in the field of
European Union Studies worldwide
• Foster the dialogue between the academic world and policy-makers
• Equip students and young professionals with knowledge of
European Union subjects relevant for their academic and
professional lives and enhance their civic skills
• Promote innovation and teaching and research (e.g. cross-sectoral
and /or multi-disciplinary studies, open education,
networking with other institutions)
• Improve the quality of professional training on EU subjects

15. Jean Monnet: how does it work?
Project grants to promote excellence through:
• Teaching and research (Modules, Chairs, Centres
of E xcellence)
• Policy debate with academic world (Networks,
Projects)
• Support to activities of institutions or associations
Erasmus+

16. Erasmus+
Project grants:
Teaching and research in the field of EU-studies
Aims to support:
MODULES 40h teaching programme (max grant: 30,000 €)
CHAIRS 90h teaching posts (max grant: 50,000 €)
CENTRES OF EXCELLENCE focal points of competence & knowledge
(max grant 100,000 €)
Main activities:
- teaching in European integration studies embodied in an official curriculum of
a HEI;
- conduct, monitor and supervise research on EU subjects, also for other
educational levels such as teacher training and compulsory education;
- organise and coordinate human and documentary resources related to
European Union studies;
- Enhancing the debate and exchange of experience about the EU (think-thank
function)
- Systematic publication of the results of research activities.

17. Project grants:
Policy debate and exchanges
Aims to support:
NETWORKS: foster creation, development of consortia of international
players (HEIs, Centres of Excellence, departments,etc.) in area of EU studies.
Involvement of minimum 5 partner institutions from 5 different countries,
duration up to 3 years; (max grant:300,000€)
PROJECTS: support innovation, cross-fertilisation, the spread of the EU
content. Involvement of other partners possible, duration between 12 – 24
months; (max grant:60,000 €)
Main activities:
• Gathering and promoting information and results on methodologies applied to high-level
Erasmus+
research and teaching on EU-studies;
• Enhancing cooperation between different HEIs and other relevant bodies throughout
Europe and around the world;
• Innovation projects explore new angles and different methodologies in view of making EU
subjects more attractive, adopted to various kinds of target populations;
• Cross-fertilisation projects promote discussion and reflection on EU issues, enhance
knowledge about the Union and its processes;
• Spread content projects mainly concern information and dissemination activities.

18. Project grants:
Support to Institutions or Associations
Aims to support:
INSTITUTIONS: to enhance teacher and training activities on EU subject areas
Erasmus+
(no max grant)
ASSOCIATIONS: contribute to the study of the EU integration process
(max grant: 50,000€)
Main activities:
For Institutions:
• collect, elaborate, analyse and disseminate European Union facts and knowledge
• organise Master level courses on European Union issues or professional
advanced training
For Associations:
• organise and carry out statutory activities of associations dealing with European
Union studies
• publicize European Union facts among a wider public enhancing active citizenship

19. Maximum community grant by activity type
Activity Erasmus+
Min. N° of
countries
Duration
Jean Monnet Modules 30,000 €
Jean Monnet Chairs 50,000 € 1 3 years
Centres of Excellence 100,000 €
Jean Monnet Networks
300,000 €
5
3 years
Jean Monnet Projects 60,000 € 1 12-24 months
Support to Institutions No ceiling 1 3 years
Support to Associations 50,000 € 1 3 years
Maximum community grants (of total eligible budget): 75% - 80%
19

20. Jean Monnet: how to apply?
• Annual Calls for Proposals issued by EU
• Applications may be from a HEI institution or
Association/Institution in any country of the world
• Only one applicant institution is required (except for
Networks)
• Proposals assessed by experts on basis of relevance,
quality of design, quality of team, impact and
dissemination
• Apply directly to Executive Agency (EACEA)
Erasmus+

21. Call 2015 Jean Monnet Activities
• Call 2015: published on 02/10/2014
• Deadline for applications: 26/02/2015
• Starting date of projects remains: 01/09/2015
Erasmus+

22. More information – Jean Monnet
• Jean Monnet Activities: http://eacea.ec.europa.eu/erasmus-plus/
Erasmus+
actions/jean-monnet_en
• Erasmus+ Programme Guide: all details
http://eacea.ec.europa.eu/erasmus-plus_en
• 2015 General Call for proposals
http://eur-lex.europa.eu/legal-content/
EN/TXT/?uri=uriserv:OJ.C_.2014.344.01.0015.01.ENG
• Funding - Jean Monnet Activities within Erasmus+
http://eacea.ec.europa.eu/erasmus-plus/funding_en

23. International Credit Mobility

24. Introduction
• Context and opportunity
• Budgets and finance
• Regulation and balance
• Application and assessment

25. Context and opportunity

26. What is International Credit Mobility?
• Credit mobility between Programme and Partner Countries
• For students and staff
• Decentralised action managed by National Agencies
located in Europe
• Use of Erasmus Quality Framework
• Emphasis on inbound mobility

27. Student and Staff Mobility
• Erasmus-like conditions:
– inter-institutional agreements
– academic recognition
• All levels (short cycle, Bachelor, Master, PhD), recent
graduates and all disciplines
• three to twelve months for studies
• two to twelve months for traineeships
(from 2016/17 for Partner countries)
• Up to 12 months per study cycle
• For staff – from five days to two months

28. Erasmus Quality Framework
• Erasmus Charter for Higher Education – for Partner
Countries, the principles of the Charter are embedded in
the Inter-institutional Agreements
• Inter-institutional Agreements to set mobility flows and
preconditions - signed before mobility begins
• Learning Agreement for students

29. Call 2015: the international dimension
• All regions except African, Caribbean and Pacific Group
(ACP)
Three centralised actions
• Capacity building for higher education: 10 February
• Jean Monnet: 26 February
• Joint Master Degrees: 4 March
One decentralised action
• International credit mobility: 4 March

30. Budgets and finance

31. Scale and budget 2015/16
• Deadline: 4 March 2015
• 20,000 mobilities for 2015/16 academic year between
Programme and Partner countries, of which
• c1570 mobilities between UK and Partner countries
• €121 million, of which €9.8m for UK<-> Partner countries
• NAs will publish budgets and projected number of
mobilities funded on their websites

32. Instruments and Envelopes
2015 Call - €121.3 million
4 Instruments
10 Budget envelopes
• European Neighbourhood Instrument: South
Mediterranean, Eastern Partnership, Russian Federation (3)
• Development Cooperation Instrument: Latin America,
Asia, Central Asia, South Africa (4)
• Instrument for Pre-Accession: Western Balkans (1)
• Partnership Instrument: Industrialised Americas,
Industrialised Asia (2)

33. 10 Budget Envelopes in 2015
Budget % by envelope
22%
16%
4% 5%
5% 10%
1%
18%
4% 14%
ENP SOUTH
ENP EAST
Total Russia
Latin America
Asia
Central Asia
South Africa
IPA
USA Canada
Asia industrialised

34. UK Budget Allocation
UK (8.1%)
Instrument / Region Credit mobility (€) 2015 Number of credit mobilities 2015
ENI SOUTH 2,138,723 342
ENI EAST 1,615,419 258
Total Russia (ENI & PI)* 1,001,661 160
DCI Latin America 452,833 72
DCI Asia 1,392,461 223
DCI Central Asia 391,700 63
DCI South Africa 126,793 20
IPA 1,808,318 289
PI USA Canada 430,194 69
PI Asia industrialised,
Australia, New Zealand
456,439 73
9,814,541 1,570

35. Student unit costs
Group Countries Incoming/
month
Outgoing/
month
1: higher
living costs
DK, IE, FR, IT, AT,
FI, SE, UK, LI, NO
€850 €650
2: medium
living costs
BE, CZ, DE, EL,
ES, HR, CY, LU,
NL, PO, SI, IS, TR
€800 €650
3: lower living
costs
BG, EE, LV, LT,
HU, MT, PL, RO,
SK, FYROM
€750 €650

36. Staff Unit Costs
Receiving Country Per day
DK, IE, NL, SE, UK €160
BE, BG, CZ, EL, FR, IT,
CY, LU, HU, AT, PL, RO,
FI, IS, LI, NO, TR
€140
DE, ES, LV, MT, PO, SK,
FYROM €120
EE, HR, LT, SI €100
Partner Countries €160

37. Travel
Travel distances
(km)
Amount (€) /
participant
100 - 499 180
500 - 1999 275
2000 - 2999 360
3000 - 3999 530
4000 - 7999 820
More than 8000 1100

38. Regulation and balance

39. Specific budgetary regulation I: ENI countries
(not Russian Federation)
• Applies to ENI Eastern Partnership and ENI South
Mediterranean
• Outgoing mobility not to exceed 10%
• Applies to National Agency over each three year planning
period
• Restrictions may be applied at time of assessment

40. Specific budgetary regulation II: DCI countries
• Applies to DCI Asia, DCI Central Asia, DCI Latin
America, DCI South Africa
• No short-cycle, BA or MA outgoing mobility from DCI
budget
• NA may elect to use ‘Heading 1’ budget to fund this
• Limit of 20% of relevant DCI envelope
• UK provision of €472,757 for DCI outward mobility
for cycles 1 and 2

41. General Budgetary Regulation
• Aims to achieve geographical balance
• Minima and maxima specified for DCI Asia (max 30%
India and China; min 25% least developed countries)
and DCI Latin America (max 35% Brazil and Mexico; min
25% least developed countries)
• Enforced at EC level
• NAs required to take corrective measures during
evaluation to distribute budget as widely as possible
• No rules for incoming vs outgoing mobility for IPA or PI

42. Application and Assessment

43. The Application Form
• Annotated pdf format available on-line:
http://ec.europa.eu/programmes/erasmus-plus/
discover/guide/documents-applicants_en.htm
http://ec.europa.eu/programmes/erasmus-plus/
documents/form/mobility-programme-partner-countries_
en.pdf
• On-line form to be ready in January 2015

44. Structure of the application form
• Information on applicant
• Information on mobility flows foreseen
• Budget per item (individual support, organisational
support, travel)
• Quality questions
• Checklist / Data protection Notice
• Declaration of honour

45. Categories of assessment
Relevance of mobility project
• Internationalisation strategy
• Types of mobility
Quality of cooperation
• Previous experience
• Definition of responsibilities & tasks
Quality of project design & implementation
• Selection, support and recognition
Impact & dissemination
• Impact on different levels
• Dissemination measures

46. Relevance of mobility project
• Internationalisation strategy 30pts
• Types of mobility
• How Partner Country fits applicant's
internationalisation strategy
• How project reinforces capacities and international
scope of participants. How mobility fits
internationalisation/ development strategy(ies) of
specific Partner Country HEIs chosen
• Explanations for requested incoming and outgoing
mobility flows of staff (training/ teaching) and/or
students (different cycles) with regard to
internationalisation strategies of HEIs

47. Quality of cooperation
• Previous experience 30pts
• Definition of responsibilities & tasks
• Planned cooperation arrangements. Previous mobility
project with chosen Partner Country is an advantage,
regardless supported by EU (e.g. Erasmus Mundus) or
other funds
• Existence of previous or running cooperation
agreements between applicant HEI and partners setting
out respective roles and tasks

48. Quality of project design & implementation
• Selection, support and recognition 20pts
• Practical implementation of mobilities
• Clarity, completeness & quality (prep., implementation
and follow-up)
• Participant selection incl. equal opportunities and
promotion of disadvantaged persons
• Information and support prior to mobility, e.g.
accommodation, agreements, insurance, visa, etc.
• Recognition mechanisms envisaged for learning
outcomes (e.g. ECTS or other)
• How HEIs recognise and reward outgoing staff mobility

49. Impact & dissemination
• Impact on different levels 20pts
• Dissemination measures
The evaluator will assess potential impact and
dissemination of mobility flows with a given Partner
Country in terms of:
• potential impact on individuals and HEIs, during and
after project lifetime
• results dissemination at faculty and institution level, for
all participants
• strategy for monitoring and evaluating the outcomes

50. Thresholds for eligibility
• At least 70% of total available marks (100) per set of
mobility flows by Partner Country
• At least half of maximum points per award criterion

51. Expert Tasks
• Flag ineligible flows
• Score each set of mobility flows per Partner Country
according to four quality criteria
• Give a range of advice to NA

52. Expert Recommendations
• Retention of entire set of mobility flows for a Partner
Country.
• Retention of only certain mobility flows
• Reduction of some/all mobility flows
• Rejection of entire set of mobility flows for a Partner
Country

53. Selection process
• Each NA produces 10 ranking lists (one per budget
envelope)
• Evaluation committee makes proposal for flows to be
accepted, partially accepted, rejected
• Funding allocated according to available budget by
envelope in order of merit – exceptions to be duly
justified

54. Reminder!
• Bear in mind limited budgets and flows
• Prioritise existing partnerships
• Give names of intended partners
• Consider 24 month contract

55. Erasmus Mundus Action 2
at
Cardiff Metropolitan University
Anna Dukes
International Development Manager

56. Aims of the Session
• Cardiff Met University Erasmus Mundus Involvement
• Cardiff Met Erasmus Mundus in Practice
• Challenges & Benefits
• Why Erasmus Mundus
/ Erasmus+?

57. EU Funded Internationalisation Projects at
Cardiff Met
• Erasmus Mundus Action 2: the basis for enhancing academic
cooperation and exchanges of students and academics, contributing
to the socio-economic development of non-EU countries targeted by
EU external cooperation policy
• Tempus: seek to contribute to the development and reform of
education institutions and systems at a national level in the Partner
Countries. They address issues linked to the reform of governance
structures and systems, and enhance the links between higher
education and society – building capacity
• Cardiff Met’s overall funding is circa €27 million, with a portfolio of:
– 6 coordinated Erasmus Mundus projects
– 12 partner Erasmus Mundus projects
– 2 coordinated Tempus projects

58. Erasmus Mundus Action 2
• Support for the establishment of cooperation partnerships
between European higher education institutions and higher
education institutions from targeted Third Countries with the
objective of organising and implementing structured individual
mobility arrangements between the European and Third Country
partners.
• Scholarships of various lengths - depending on the priorities
defined for the Third Country concerned, the level of studies or the
particular arrangements agreed within the partnership - for
European and Third-Country individuals (students, scholars,
researchers, professionals).

59. EU Funded Project Activity at Cardiff Met
EMECW EM / TEMPUS ERASMUS+
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
FFEEBB 1
TEMPUS LHEM
FFEEBB 2
EMA2
Coordinator
EMA2 Partner
TEMPUS
Coordinator
ELEMENT
ARCADE
AVEMPACE
EU-METALIC
EPIC
AVEMPACE II
HERITAGE
Join EU-SEE
WEBB
TEMPUS BUCUM
EU-METALIC II
BE MUNDUS
DREAM
INTERWEAVE
JOIN EU-SEE PENTA
MEDEA
WEBB

60. Erasmus Mundus Action 2 Activity
As Coordinating Institution:
FFEEBB 1 – Flow by Flow EU-Egypt Bridge Building Project 1 (2009)
FFEEBB 2 – Flow by Flow EU-Egypt Bridge Building Project 2 (2010)
ELEMENT – Egypt Lebanon EU Mobility Exchange NeTwork (2011)
EU-METALIC – EU-Morocco-Egypt-Tunisia-Algeria-Libya International
Cooperation (2012)
EPIC – EU Partnerships & International Cooperation with JO, LB, SY &
PS (2012)
EU-METALIC II - EU-Morocco-Egypt-Tunisia-Algeria-Libya International
Cooperation (2013)
ENPI South Objective: Cross-Border Cooperation

61. Erasmus Mundus Action 2 Activity
• As a Partner Institution:
 Avempace – Jordan & Syria (2011)
 Avempace II – Jordan, Lebanon, Syria & Palestine (2012)
 Avempace III - Jordan, Lebanon, Syria & Palestine (2013)
 ARCADE – Kazakhstan, Kyrgyzstan, Tajikistan, Uzbekistan, Turkmenistan (2011)
 BE Mundus – Brazil (2013)
 DREAM – Angola, Cape Verde, Ethiopia, Fiji, Gabon, Madagascar, Mozambique,
Nigeria, Timor-leste, Trinidad & Tobago, Zambia (2013)
 HERITAGE – India (2012)
 INTERWEAVE – Afghanistan, Bhutan, Nepal, Pakistan, Bangladesh, Sri Lanka,
India, Indonesia, Malaysia, Maldives, Philippines, Thailand, China, North Korea
(2013)
 Join EU-SEE – Western Balkans (2012)
 Join EU-SEE – P.E.N.T.A - Western Balkans (2013)
 MEDEA – Armenia, Azerbaijan, Georgia, Belarus, Moldova, Ukraine (2013)
 WEBB – Azerbaijan, Belarus, Georgia, Moldova, Ukraine (2012)

62. Creating an International Profile through Erasmus
Mundus

63. Erasmus Mundus Action 2 In Practice
• Project Duration – 4 years
• Lot / Region specific
• Multilateral Partnership of up to 20 partners
• Student / Staff scholarships to mobilise between the project partners
under 3 categories:
– TARGET GROUP 1 – Students, and staff registered in one of the Higher Education
Institutions that is a member of the partnership.
– TARGET GROUP 2 – Nationals of the Lot / EU countries who are registered in a
higher education institution of these countries that is not included in the partnership
(students and staff), or who have obtained a university degree or equivalent by an
institution of these countries (students only).
– TARGET GROUP 3 – Nationals of the Lot countries concerned by the geographical
lot who are in particularly vulnerable situations, for social and political reasons.
• Exchange Mobility / Degree Seeking scholarships across 5 levels:
– Undergraduate
– Masters
– Doctorate
– Post-Doctorate
– Staff (Academic & Administrative)

64. Erasmus Mundus Action 2 In Practice
• Financial Regulations
1. Subsistence Allowance:
 Undergraduate & Master: 1.000 euro
 Doctorate: 1.500 euro
 Post-Doctorate: 1.800 euro
 Staff: 2.500 euro
2. Travel Costs: Up to 1.500 euro
3. Participation Costs : 3.000 euro for student mobilities of at least 10 months
4. Insurance: 75 euro per month
• Varying Contractual Obligations relating to mobility flows, levels,
nationalities:
– EU to Lot Region = 30% of mobilities
– Lot Region to EU = 70% of mobilities

65. Erasmus Mundus Action 2 In Practice
Undergraduate
273
Staff
139
Doctorate
Post-
152
Doctorate
85
Master
250
400
350
300
250
200
150
100
50
0
Degree
Seeking
Exchange
Mobility
Degree
Seeking
Exchange
Mobility
Female Male
TG 3 8 8 17 31
TG 2 40 34 72 69
TG 1 32 257 52 279
Number of Nominated Scholars
Mobility Type vs Target Group
per Gender

66. Erasmus Mundus Action 2 In Practice

67. Erasmus Mundus Action 2 In Practice

68. Erasmus Mundus Action 2 In Practice
Benefits of International Credit Mobility:
 Upskill graduate Body (academically, culturally and linguistically)
 Internationalise student / staff body, campus services, curricula
and enhance research activities
 Create / enhance international profile and reputation
 Narrowing the gap of academic recognition between differing HE
systems
 Opens doors to Institutional Collaboration and development of long-standing
relationships
 Joint Research Activities
 Information Sharing; transfer of know-how; building capacity

69. Erasmus Mundus Action 2 In Practice
Challenges to International Credit Mobility
 Higher Education Institution Compatibility
 Academic Calendars
 Programme Structure
 Catalogue of Programmes taught in English; language requirements for applicants
 Academic Recognition – Establish tools and involve key actors on Day 1; learn about each
others HE systems to find solutions; develop common ground and timeframe for recognition
process
 Selection Process – Fair /transparent, high volume of applications.
 Visa / Immigration – Dissemination through EU Delegation, embassies etc.
 Adapting to new culture, education system etc.
 Finance Issues – Insufficient Grants
 External factors (i.e. Political Situation) – Importance of strong communication
mechanism within the Partnership.
 Quality, Sustainability & Impact – Awareness, preparation and planning
 Brain Drain

70. Why Erasmus Mundus?
INTERNATIONALISATION
Internationalisation focuses on preparing the University to be a
responsive global citizen to fulfil a society need by equipping
graduates to be active global citizens.

71. Why Erasmus Mundus?
Status in 2009
• 12% circa of the student population from in excess of 50 different
countries outside of Europe
– 70% postgraduate taught
– 65% of overseas students on 6 programmes
– 70% in one School
– 65% from one country

72. Internationalisation Strategy
1. To enhance student employability through the
internationalisation of curricula
2. To promote the recruitment of staff from outside of
the UK
3. To develop a more balanced distribution of overseas
students between Schools & programmes, and
increase the number of non-UK EU students
4. To expand TNE collaborative provision activity within
a robust quality environment
5. To encourage international research activity amongst
staff and doctoral students
6. To deliver enterprise services to non UK-based
customers

73. Internationalisation Strategy
ERASMUS
MUNDUS
ACTION 2

74. Erasmus Mundus Action 2 In Practice
Benefits to Cardiff Met:
 Institutional Cooperation in other EU funding streams
 MoUs; cooperation agreements outside of EU funding
 Developed links between research centres for enhanced
academic cooperation
 Broader opportunities for outward student mobility
 Enhanced employability of graduates – improves university
statistics for recruitment and rankings
 Capacity building – training and development to support future
mobility projects….Erasmus+!

79. Plaid Cymru MEP praises work of
Cardiff Metropolitan University
November 14th 2012
Jill Evans MEP, President of Plaid Cymru, today met
Professor Antony Chapman, the Vice Chancellor of
Cardiff Metropolitan University to discuss the excellent
work done by the university, particularly on the Erasmus
Mundus Programme.
On a visit to the Llandaf campus, Ms. Evans spoke to
the Vice Chancellor, the Pro Vice-Chancellor, Professor
Mohamed Loutfi, and the university’s Director of
Development, Andrew Walker, about the projects that
help international students study in Cardiff and how this
enhances the university’s name abroad and promotes
Wales.
"I was incredibly impressed with the success of
Cardiff Metropolitan University in gaining European
Union support which has enabled so many Welsh
students to study in other countries and students
from all over the world to come to Cardiff. It is a
showcase for the Erasmus Mundus programme. The
Cardiff project links fifty three universities in over
twenty three countries. The aim of these European
funded programmes is to do exactly that: to create
real partnership between countries.

81. Thank you for listening.

82. 82
Erasmus+
Capacity Building in Higher
Education (CBHE)

83. What information will you have at the end
of the presentation?
General
Overview of the
programme
The consortia
and the
financing rules
The application
and assessment
steps
83

84. PART I
General Overview of the programme
84

85. Partner and
Programme
Countries?
Background?
What
for?
How?
Who can
participate?
85
=> Capacity-Building
Projects are transnational
cooperation projects based on
multilateral partnerships
primarily between higher
education institutions (HEIs)
from Programme and eligible
Partner Countries
BHE

86. Part I: Programme/Partner Countries
33 PROGRAMME COUNTRIES
Contribute financially to ERASMUS+
 EU Member States +
 Turkey, Iceland, Liechtenstein,
Norway, Former Yugoslav Republic of Macedonia
ELIGIBLE PARTNER COUNTRIES
>150
Target Beneficiaries

87. Part I: Programme/Partner Countries
Partner Countries
Neighbouring the EU
Western
Balkans
Eastern
Partnership
countries
South-
Mediterranean
countries
Russia
[as recognised
by international
law]
Other Partner Countries
ACP Call
2016
Asia
Central
Asia
South
Africa
Iran,
Iraq,
Yemen
Latin
America

88. Part of Erasmus+ Successor of Tempus,
Alfa and Edulink
EU External Policies
Internationalisation
and Modernisation of
Universities
88
Part I: Background

89. Institutiona
l-
Systemic
approach
Bottom-up
programm
e
Involvement
of national
authorities
Strong
emphasis on
disseminatio
n
sustainabilit
y and
exploitation
of results
Structural
Impact
89
Part I: Background - Approaches

90. Part I: Background – Where to find CHBE in
Erasmus+
2007-2014 2014-2020: 3 Key actions
90
Tempu
s
Industrialise
d Countries
Erasmus
Mundus
Ed
uli
nk
Alf
a
Youth
in
action
Grundtvi
g
Erasmu
s
Leonardo
Comeniu
s
1
Learning
Mobility
2
Institution
al
Cooperatio
n
3
Policy
Suppor
t
Internation
al
Erasmus
+
EU-EU
Jean Monnet
Sport
BHE

91. Improve the
modernisation and
quality of HE and
relevance for the
labour market and
society
Improve the
competences and
skills in HEIs via
innovative education
programmes
Enhance the
management,
governance and
innovation
capacities, as well as
the
internationalisation
of HEIs
Increased capacities
of national authorities
to modernise their
higher education
systems
Foster regional
integration+
cooperation
between different
regions of the world
91
Part I: What for? - Objectives

92. Joint Projects:
=> Impact
Institutions
curriculum
development
university governance
& management
Links between HE
institutions and the
wider economic and
social environment
Structural
Projects:
=> Impact
Systems
modernisation of policies,
governance and management of
higher education systems
Links between HE systems and
the wider economic and social
environment
92
Part I: How? – Types of Projects

93. Part I: How ?- Joint Projects – Example of Activities
Development,
testing and
adaptating of
tools and
methods
Staff Training
(academic and
non-academic)
Strengthening
internationalisati
on and promoting
the Knowledge
Triangle
Upgrading
facilities
necessary
to
implement
innovative
practices
93

94. Part I: How? Structural Projects – Example of
Activities
Internationalisation and
Bologna Process
ECTS, 3 cycles, recognition of
degrees etc.
Quality
Frameworks, assurance
systems/guidelines
Innovation
policy making + monitoring
(including the establishment of
representative bodies,
organisations or associations)
94

95. Part I: How?
Western Balkans, South-Mediterranean
and Eastern Partnership countries ONLY
Complementary for Joint and Structural projects
Additional to the core budget
For whom? Students registered in HEIs involved in project consortia
Staff employed in a HEI or enterprise in project consortia
Programme Country to Programme Country flows are
ineligible
95
Special
Mobility
Strand

96. Conditions:
• Mobility should be instrumental and integrated in projects objectives (no
mobility on its own)
• Added value and/or innovative character of the activities proposed (approx.
40% of the selected projects will receive additional funding)
• Comply with provisions of Erasmus Charter for Higher Education
96
Compulsory:
Inter-institutional
agreements between
institutions
Learning / mobility
agreements for students and
staff
Exemption of fees
Part I: How? -
Special
Mobility
Strand

97. Part I: How?
Students
Activities: Study periods (3-12 months)/traineeships-work placement. (2-12
months)
Charactericistics: - covers all cycles (BA, MA, PhD); corresponds to study
area/academic discipline addressed by the project
- Students from HEIs of the consortia can study at partner HEI or
do a traineeship at a consortia country institution
97
Special
Mobility
Strand

98. Part I: How?
Staff
Activities: teaching & training periods (5 days to 2 months)
Charactericistics:
teaching period=> HEI teaching staff /staff from enterprises to teach at a partner
HEI abroad
training period=> HEI teaching and non-teaching staff can attend:
a) structured courses/training events (conferences excluded);
b) job shadowing/observation periods/trainings at a
partner HEI/, relevant organisation abroad.
at partner HEI or any other relevant organisation in a
consortia country
98
Special
Mobility
Strand

99. 99
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

100. 100
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

101. •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
101
– Structure ?
Part I : Who can pEarltiigciipbaltee ?P -a Arstsnoecriast?e d Partners

102. Part II – The Consortia and the financing
rules
102

103. Consortia
Priorities
Budget and
Duration
How to
calculate the
budget
Partnership
Agreement
103
BHE

104. Min. 3 countries
min. 1 HEI each
STRUCTURAL
PROJECTS:
Partner
Country
Ministries
for HE must
participate
Min. 1 country
min. 2 HEIs /each
At least as many
Partner Country HEIs as
Programme Country HEIs
104
Part II: Consortia Structure
Main
Principles
Partnership
Agreement
s
PROGRAMME COUNTRIES PARTNER COUNTRIES

105. Ex.1a : minimum consortia: national project (6 HE
institutions)
Min. 1 Partner Country: at
least as many HEIs as in the
Programme Countries
Military
Technical
College
University
Cairo
University
Alexandria
Min. 3 Programme Countries
min. 1 HEI each
105
Bonn
University
Rome
University
UK
London
University

106. 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
Catholic
University
University of
the Republic
University
Montevideo
Min. 3 Programme Countries
min. 1 HEI each
106
Bonn
University
Rome
University
UK
London
University

107. Ex.2: minimum consortia: multi-country project (7 institutions)
Min. 2 Partner Countries
Min. 2 HEIs each
Belgrade
University
Novi Sad
University
Durazzo
University
Tirana
University
Min. 3 Programme Countries:
Min. 1 HEI each
107
Paris
University
London
Universit
y
Tu
rk
ey
Ankara
Universit
y

108. Example 3: consortia composition (multi-country project)
2 partner countries 3 programme countries
108
Ukra
ine
S
p
ai
n
It
al
y
Kazakh
Universit
y
Abai
Universit
y
Madrid
Universit
y
Wien
Uni.
Linz
Uni.
Salzbur
g Uni.
Turin
Uni.
Roma
Uni.
Genoa
Uni.
Cherkasy
Uni.
Kiew
Uni.
Nizhyn
Uni.
Bukovin
a Uni.
Lviv
Uni.

109. Part II: Priorities & Types of projects
National Priorities defined by the Ministries of Education in close consultation
with the EU Delegations
109
Regional priorities defined by the Commission and based on EU's external
policy priorities
National Projects Multi-Country Projects
National projects must address:
National Priorities set for Partner
Country in Regions 1, 2, 3, 7, 10
Regional Priorities for the
regions where no national priorities
are established: Regions 4, 6, 8, 9
Regional priorities apply to multi-country
projects in the same region
Combination of regional + national
priorities common to all partner
countries may also be accepted
(in particular for cross-regional projects)

110. 110
Part II: Priorities – Categories/Types of
Activities
Types of Activities
Categories of Priorities
Curriculum
Development
Governance
and
Management
Higher Education
and Society
A. Subject Areas X
B. Improving quality of
education and training
X X X
C. Improving Management
and operation of HEIs
X
D. Developing the HE sector
within society at large
X

111. Budget
Allocation
2015
(in Million €)
111
Part II: Budget and Duration
Region
Indicative budget
Million €
1 Western Balkans 12,67
2 Eastern Partnership
countries
13,66
3 South-Mediterranean
countries
28,06
4 Russia [as recognised by
international law]
6,72
6 Asia 33,46
7 Central Asia 8,68
8 Latin America 12,26
9 Iran, Iraq, Yemen 1,85
10 South Africa 3,42
TOTAL 120,78

112. Duration 24
or 36
Months
Min.
500,000
Euros -
Max.
1,000,000
Euros
Real Costs
and Unit
Costs
5 Budget
Headings
112
Part II: Budget and Duration-
Overview
Excluding
mobility
strand

113. 113
Part II: How to calculate the budget -
Categories
Staff costs (max 40%)
4 Staff Categories (Manager,
Researcher/ Teacher/Trainer, Technician,
Administrator)
Travel costs
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.
Costs of stay
Subsistence, accommodation, local and
public transport, personal or optional
health insurance.
Equipment (max 30%)
Purchased exclusively for the benefit of
HEIs in the Partner Countries
Sub-contracting (max
10%)
Exceptional for services related to
competences that can't be found in the
consortia

114. Part II: How to calculate the budget -Methods
5 Budget
Categories
Staff - UC
Travel – UC
Cost of Stay – UC
Equipment – RC
Sub-contracting –
RC
2 Allocation
/
Justification
Methods
Real Costs
(RC)
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.
114

115. 115
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.

116. 116
Part II: How to calculate the budget –Unit
Costs
 Real costs: How did you use the grant ?
=> input based
=>Expenses incurred, supporting documents
Unit costs: what did you achieve with the grant ?
=>output based
=>No need to prove the actual expenditure but
you need to show the "triggering event" (i.e.:
the fact the activity was indeed properly
implemented (e.g. teaching, training)

117. 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"
117
Use of the Grant
internal decision
of the partnership
(in coherence with
application)

118. 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
Max. 40% of
the total
grant
per researcher/ teacher/trainer
involved per day
per technician involved per day
per administrative staff involved per
day
118
Part II: How to calculate the budget - STAFF
COSTS

119. Part II: How to calculate the budget Travel/Cost of
DAYS STAFF STUDENTS
1-14 120€ 55€
15-60 70€ 40€
61 - 180
50€ n.a.
Distance Bands Unit Cost
100-499 km 180€
500-1999 km 275€
2000-2999 km 360€
3000-3999 km 530€
4000-7999 km 820€
8000 km and
more
1.100€
119
Unit costs per day Stay
Unit costs (return-trip for
travel)
Costs of Stay
(see Programme Guide page 159)
Travel Costs
(see Programme Guide page 158)
for eligible activities please refer to page 287-288

120. Part II: How to calculate the budget - Travel/Cost of
Stay
http://ec.europa.eu/programmes/erasmus-plus/
tools/distance_en.htm
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 €
Calculation (unit-costs):
Travel Costs: 180 €
Costs of Stay: 2 x 120 € =240 €
Total unit-costs: 420 €
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 €
120
Calculation (unit-costs):
Travel Costs: 275 €
Costs of Stay: 2 x 120 € =240 €
Total unit-costs: 515 €

121. Max. 80% of the total EU grant awarded for the joint or
structural project (excluding the mobility strand)
(see Programme Guide page 162-165)
121
Part II: How to calculate the budget -
Travel costs
Cost of Stay
Special
Mobility
Strand

122. Part II: How to calculate the budget -
Distance Bands Unit Cost
100-499 km 180€
500-1999 km 275€
2000-2999 km 360€
3000-3999 km 530€
4000-7999 km 820€
8000 km and
more
1.100€
122
Unit costs per day Unit costs (return-trip for
travel)
Travel
Costs
Special
Mobility
Strand

123. Part II: How to calculate the budget
STUDENTS - Cost of Stay
Costs of St a y €/Month
123
Students from
Programme
Countries
Irrespective of hosting country
650 €
Students from
Partner countries
Country
group 1
hosting
Country
group 2
hosting
Special
Mobility
Strand
Country
group 3 + 4
hosting
850 € 800 € 750 €

124. Part II: How to calculate the budget
STAFF Costs of Stay
Cost of Stay €/Day
Staff from Partner Countries
Special
Mobility
Strand
Cost of Stay €/Day
Staff from Programme Countries
124
Days
Countr
y
group
1
hosting
Country
group 2
hosting
Country
group 3
hosting
Country
group 4
hosting
1-14 160 € 140 € 120 € 100 €
15-
60
112 € 98 € 84 € 70 €
Days
Irrespective of
hosting
country
1-14 160 €
15-60 112 €

125. • 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
125
Part II: Partnership Agreement

126. Part III – The application and
Selection procedure
126

127. How and what
do I submit?
What is
assessed-criteria?
By whom -
Selection
Process?
Continuity
and
Changes
127
BH
E

128. Part III- Application and Selection procedure
Indicative roadmap for selection process-CBHE
Steps Date
Publication of the Call for Proposals Oct. 2014
Deadline for submission of
applications
10 February 2015
Expert assessment March-April 2015
Consultation of local/regional
May-June 2015
stakeholders
Award Decision July 2015
Notification of applicants and
Publication of results on EACEA web
site
July-August 2015
Preparation and signature of grant
agreements
August –September 2015
Start of Eligibility Period 15 October 2015 128

129. Part III: How and what do I submit? - General
When? How? Where?
 One deadline - One-phase submission - on-line to EACEA
 Application form = unique reference information for the
submission deadline.
What?
 Specific application form:
eForm: project data – parts A, B, C
+ compulsory annexes:
 Detailed project description (Word doc) – parts D, E, F, G, H, I, J
 Budget tables (Excel doc)
 Declaration of Honour+ Mandates (in one single PDF doc)
129
Pre-filled with info
from Participant
Portal - PIC

130. 130
Part III: How and what do I submit ?
Application form - structure & contents
eForm (PDF Adobe doc)
A. Identification of the applicant and other partners
B. Description of the project (summary information)
C. Specific information related to CBHE
Detailed project description (Word doc. Attached to eForm)
D. Quality of the project team and the cooperation arrangements
E. Project characteristics and relevance
F. Quality of the project design and implementation
G. Impact, dissemination and exploitation, sustainability; LFM;
Workplan
H. Work packages
I. Special Mobility Strand (where applicable)
J. Other EU Grants

131. Eligibility
Criteria
Exclusion
&
Selection
Criteria
Award
Criteria
131
Part III: What is assessed?
Assessment of CBHE Projects

132. 132
Part III: What is assessed?
Eligibility Criteria
Formal submission requirements
Grant size and duration
Applicant, Partners and Partnership
requirements (number of partners, status
of the grant applicant & partners, etc.)

133. Part III: What is assessed? Exclusion and Selection
Criteria
The institution is not in one of the situations described in
section C. Exclusion criteria of the Guidelines (such as
bankruptcy, professional misconduct, subject of fraud, corruption,
administrative penalties, conflict of interest, etc.)
Legal person status of the applicant organisation
Financial capacity to complete the proposed activities (private
entities only)
Operational capacity to complete the proposed activities
133
Based on supporting and administrative
documents, like the declaration of honour,
legal entity form, profit and loss accounts...

134. 134
Part III: What is assessed? Award Criteria
Relevance
(30 points)
Quality of
Design +
Implementation
(30 points)
Quality of
Team +
Cooperation
arrangements
(20 points)
Impact and
Sustainability
(20 points)
To be considered for funding, proposals must score
at least 60 points in total and - out of these points at least 15 points for
"Relevance"

135. Part III: What is assessed?
Award Criterion 1 – Relevance
DEFINITION
• The project
contributes to the
achievement of the
policy objectives of
the participating
partners
• It is based on and
addresses real needs
& problems of the
target groups
CONTENT
• How clearly the project
addresses the Programme
objectives and priorities
(annual, thematic,
geographical priorities)
• Needs analysis and
presentation of specific
problems addressed
• Definition of target groups
• What is innovative or
complementary to other
initiatives
• How the project was
prepared

136. DEFINITION
• The activities
proposed are
appropriate to
achieve the specific
and wider objectives
• It uses the most
appropriate
methodology
• It demonstrates a
logical and sound
planning capacity
CONTENT
Description of the project
as a whole, including:
• specific objectives
• activities, expected
outcomes, wider and
specific objectives
• academic content and
pedagogical approach
• involvement of
academics, students and
stakeholders at large
• quality control
processes
136
Part III: What is assessed ?
Award Criterion 2 -
Quality of Design and Implementation

137. DEFINITION
• The partnership
includes all the
skills, recognised
expertise and
competences
required
• Suitable distribution
of tasks
• Sound
communication and
coordination
CONTENT
• Presentation of the
partners competences
and roles in the project
• Description of any
complementary skills,
expertise and
competences directly
relating to the planned
project activities
• ensure regional
dimension
• Planned measures to
ensure effective
communication
137
Part III: What is assessed?
Award Criterion 3 - Quality Team and Cooperation

138. DEFINITION
• Information/outcome
s of the project are
made available to
groups not directly
involved (multiplier
effect)
• Optimal use of the
results during &
beyond the project
lifetime
• Expected impact will
be substantial and
sustainable in the
long term (financial,
institutional and
policy level)
CONTENT
• Expected impact at
different levels
• Dissemination strategy:
outputs to be disseminated,
target groups,
dissemination tools &
activities
• Measures planned to
ensure the sustainability of
project outcomes and
outputs at three levels:
financial, institutional and
political
• Evidence of impact on HE
at institutional / national
level in PCs
138
Part III: What is assessed?
Award Criterion 4 - Impact and Sustainability

139. Part III: What is assessed?
Quality
Design & Implementation
DEFINITION
• Full contribution to
the achievement of
the related project
and added value of
the project
• Transparent
procedures selection
of participants
• Quality systems
CONTENT
Relevance of the mobility
strand for the project
Well-articulated with the
project; demonstrated
added value
Demonstration of positive
impact for individual and
institutions
Validation and
recognition at institutional
level
139
Additiona
l Award
Criteria
Special
Mobility
Strand

140. Part III: What is assessed? - Selection Process
EACEA
Eligibility check
Assessment by
Independent
experts
Ranking on
QUALITY based
on award criteria
Consultation: EU
Delegations, PC
authorities, NEOs
EACEA
Evaluation
Committee
EACEA, DGs,
EEAS Final ranking
list
Grant Award
Decision
EACEA
Project
Proposa
l

141. EACEA takes
decision based
on:
Evaluation
Committee's
recommendation
, taking into
account:
ranking list on quality established by
external experts
the results from the consultation process
the budget available for each region
the need to achieve a geographical balance
within a region
sufficient coverage of the priorities
141
Part III: What is assessed? - Award Decision

142. Local Support
Centrally managed (EACEA) but local support :
International E+ Contact Points (ICPs) in Programme Countries
https://eacea.ec.europa.eu/erasmus-plus/contacts/international-erasmus-plus-contact-
points_en
National Erasmus+ Offices (NEOs) in certain Partner Countries
(PCs)
https://eacea.ec.europa.eu/erasmus-plus/contacts/national-erasmus-plus-offices_
en
Other useful links:
Erasmus+ website - EACEA
http://eacea.ec.europa.eu/erasmus-plus_en
Programme Guide Version 3 (2015): 14/11/2014
http://ec.europa.eu/programmes/erasmus-plus/documents/erasmus-plus-programme-guide_
en.pdf
Relevant pages in the Programme Guide: PP 145-165; PP 287-295; Part C
Erasmus+ website – EU Commission
142

143. 143
NEW
TEMPU
S
Part III: Continuity with the past but new
elements:
• Partnership criteria and compulsory Partnership
agreement
• Geographical scope (28 -> 33 Programme Countries AND
27 -> 150 Partner Countries)
• Special Mobility Strand & related requirements
• Introduction of Unit Costs
• Size of Grant - 500.000-1 Million € (excluding the mobility
strand)
• Participant Portal (registration)

144. 144
NEW
ALFA
Part III: Continuity with the past but new
elements:
• Management of the action by EACEA
• Different partnership requirements (smaller) and introduction of
a compulsory partnership agreement
• Duration (24 or 36 months)
• a wider geographical scope (from 28 EU countries to 33
programmes countries and from 18 LA countries to more than 150
PCs).
• Introduction of unit costs
• No more contingency reserve
• No more obligation to spend 70% of the budget in LA or for
the benefit of LA partners
• Smaller size of the grant (in particular max amount reduced from
max. 3M to 1 million)
• Application procedure (one single step procedure)
• Compulsory registration of the participating institutions in the
participant portal (PIC)

145. 145
NEW
EDULIN
K
Part III: Continuity with the past but new
elements:
• Management of the action by EACEA
• Different partnership requirements (requirement of Programme
Country Partners) and introduction of a compulsory partnership
agreement
• a wider geographical scope (33 programmes countries and more
than 150 PCs)
• Introduction of unit costs
• Application procedure (one single step procedure)
• Compulsory registration of the participating institutions in the
participant portal (PIC)

146. 146

147. Case study of Tempus –
a precursor to CBHE
Peter Popov
Reader
City University London

148. Case study of Tempus – a precursor to CBHE
Peter Popov
Reader
Centre for Software Reliability
Department of Computer Science
City University London
p.t.popov@city.ac.uk
College Building, City University London
Northampton Square, EC1V 0HB
Tel: +44 207 040 8963 (direct)
+44 207 040 8420 (sec. CSR)

149. 149
Talk outline
• Contacts and context
• Tempus Projects on Curriculum Development
– MASTAC
– SAFEGUARD
– SEREIN
• Benefits for UK and other member states Universities
– Recognition of own research contributions
– Work with highly motivated MSc and PhD students
– Joint publications
• Benefits for the partners from non-member states
– Benefits for the academic partners
– Benefits for industrial partners
• The Future
ERASMUS+ Higher Education Event on the International Dimension
8th December 2014, Spring Gardens, London

150. 150
Contacts and Context
• Initial contact made back in 2004
– Professor Vyacheslav Kharchenko, DSc, a head
of Computer Systems and Networks in the
National Aviation University, KhAI, of Ukraine
visited the UK with funding from the British
Council
– Invitation made by Prof. Alexander
Romanovsky, from the Department of
Computing Science at Newcastle University
– Prof. Kharchenko visited the Centre for
Software Reliability at City University London
to present his work.
• We embarked on joint research immediately
• The first joint publication appeared in 2004.
• Newcastle University coordinated the
first TEMPUS project, MASTAC, which
started in 2006
– The scope of the work was harmonising the
MSc curriculum taught ay KhAI with
contributions from European partners.
ERASMUS+ Higher Education Event on the International Dimension
8th December 2014, Spring Gardens, London

151. 151
Tempus Projects: MASTAC
TEMPUS 26008 – 2005 “MSc qnd PhD Studies in
Aerospace Critical Computing ” (Sept 2006 – Oct 2009)
– Partners
• The University of Newcastle upon Tyne, UK
• Centre for Software Reliability, City University, London
• Abo Academy University, Finland
• National Aerospace University “KhAI”, Kharkiv, Ukraine and another 3
Ukrainian organisations
– Scope
• PhD programme “Formal Methods of Critical Software Development”
• PhD Programme “Modelling of Dependable Systems and Networks”
• MSc Programme “Multi-version systems and technologies for critical
applications”
• MSc Programme “Fault-Tolerant Embedded PLD-systems”
• MSc Programme “Dependable Systems, Networks and Services”
• MSc Programme “Software Quality Assessment and Expertise”
– Contribution by City
• Many research papers by City were used to develop teaching
materials. Significant part of the MSc on Multi-version systems and
technologies – contributed by City
• Review of the drafts of the textbooks (in English) before they went to
print
• Guest lectures to staff and MSc students.
• Consultation of PhD students.
– Currently all programmes taught at KhAI.
ERASMUS+ Higher Education Event on the International Dimension
8th December 2014, Spring Gardens, London

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Tempus Projects: SAFEGUARD
158886-TEMPUS “National Safeware Engineering
Network of Centres of Innovative Academia-Industry
Handshaking” (Jan 2010 - Jan 2013)
– Partners
• Newcastle Universrity
• Abo Academi University, Turku (FI)
• Adelard LLP, London (UK)
• City University, London (UK)
• ISTI-CNR, Pisa (IT)
• University of Naples (IT)
• ISTI – CNR Pisa, Italy
• 9 organisation from Ukraine.
– Scope
• PhD programme “Safeware Engineering”
• MSc Programme “Safeware Engineering”
• Training Programme for Ukrainian organisations working in
safety critical area
• Establish national network of training centres for training in the
area of safeware engineering.
• Mobility between European and Ukrainian stakeholders
– Contribution by City
• Many research papers by City were used to develop teaching
materials. Significant part of the
• MSc on Multi-version systems and technologies – contributed
by City
• Review of the drafts of the textbooks (in English) before they
went to print
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8th December 2014, Spring Gardens, London

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Tempus Projects: SEREIN
543968-TEMPUS “Modernisation of Postgraduate
Studies on Security and Resilience for Human and
Industry Related Domains” (Jan 2014 - Dec 2016)
– Partners
• Tallinn University of Technology, Estonia
• City University London, UK
• Royal Institute of Technology, SE
• CINI Consortium, IT
• IICT, Bulgarian Academy of Science, BG
• 11 Ukrainian organisations
– Scope
• PhD modules on cyber security assessment and
management
• MSc modules on cyber security assessment and
management
• Training course on cyber security assessment and
management (City is leader)
– Contribution by City
• Contributed to the MSc teaching materials and training
course
• Review of the drafts of the textbooks (in English) before
they went to print
ERASMUS+ Higher Education Event on the International Dimension
8th December 2014, Spring Gardens, London
Department of
Computer Systems and
Networks
Center for Safety
Infrastructure-
Oriented Research and
Analysis

154. 154
Benefits to Ukrainian partners
• Attractive offerings to the local students and also to students
from 3rd countries
– For a long time KhAI have had MSc programmes (and BSc programmes, of
course) popular in Africa, India and the Middle East countries
• Staff and the brightest students are motivated to do well and to
work with leading experts from European countries
• Benefits for the members of the academic staff in Ukraine are
very significant
– Attending events in Europe . Project meetings in London were scheduled
to coincide with InfoSec Europe
– Joint publications in prestigious conferences . They appreciate our effort to
work with them publish their results
– Co-Supervision of PhD students
– Joint MSc programme “Computing for Critical Applications” between KhAI
and City is being finalised
• Partly delivered at KhAI
• Partly delivered at City
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155. 155
Benefits to UK partners
• Recognition of own work
– Teaching materials based on our research.
– Invitations to deliver invited talks at conferences held in Eastern Europe
– Invitations on PC and editorial boards of technical journals published in Ukraine
• Work with very good MSc and PhD students
– At City we currently employ young Ukrainians, whose PhD work had been co-supervised
by us
– Topics for MSc dissertations offered and co-supervised jointly with colleagues from
KhAI. Results presented at conferences.
• Source of good students on an MSc programmes taught at City and of good PhD
candidates
– Grants from the Ukrainian President for MSc studies abroad
• Teaching materials prepared by partners may be very comprehensive
– Ready for use in courses taught in the UK (at City).
• Useful contacts for the City University International Office
Last but not least:
We have had very good time, especially visiting Ukrainian
cities.
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156. 156
The Future
• TEMPUS-SEREIN project is under way.
– The project addresses a very interesting and important topic – cyber
security in safety critical applications.
– Teaching materials in this area is very scarce. We can benefit from the joint
work for own courses, taught at City
• The Joint MSc in Computing for Critical application has been
approved and the institutional links between KhAI and City
University will strengthen as a result
– The political situation in Ukraine is not ideal...
– SEREIN has been an important channel of expressing solidarity with the
Ukrainian colleagues
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In Conclusion
We have been quite fortunate to have worked in TEMPUS projects with very
organised and competent colleagues! Good luck to all of you with your own projects!
ERASMUS+ Higher Education Event on the International Dimension
8th December 2014, Spring Gardens, London

158. 158
Questions
ERASMUS+ Higher Education Event on the International Dimension
8th December 2014, Spring Gardens, London

159. Erasmus
Mundus Joint
Master Degrees
(EMJMDs)
Date: in 12 pts Education
and Culture
A. Tsirakidis (EACEA A3)

160. 
ERASMUS+
Key Action 1
 Selected and supported by the European Commission
Learning mobility of individuals
- Higher Education -
MOBILITY - OPEN TO THE WORLD
Degree mobility
Joint Master Programmes of excellent quality
offered by a consortium of Universities
to attract the very best students worldwide

161. Erasmus Mundus Joint Master Degrees are
Highly integrated international master programmes
 Supported & Selected and by the European Commission/EACEA
 Developed & delivered by a consortium of Programme country
& if relevant also Partner country universities
 That include a mandatory study period in at least two different
Programme Countries (EU 28 + EEA + MK + TK)
 That lead to the award of fully recognised joint or multiple degrees

162. Taking part as an organisation
 EMJMDs are open to any public or private organisation located in
Programme or Partner Countries
 Higher Education Institutions (HEIs)
 Non-academic partners (enterprises, non-profit
organisations, NGOs, foundations, etc.)
 Applicant must be a HEI established in a Programme Country.
The HEI applies on behalf of the JMD consortium
 Minimum consortium composition: at least 3 HEIs as full
partners from at least 3 different Programme Countries
 Associated partners (optional): contribute indirectly to the
implementation of specific tasks/activities, e.g. dissemination,
knowledge and skills transfer, complementary courses or
possibilities for secondment or placement.
For contractual management issues: not considered as part of the
EMJMD consortium

163. Financial Support will be awarded for:
 The management of the consortium and the implementation of
the EMJMD for 3 consecutive intakes
 Fixed total budget for the 3 intakes
(between 13-20 scholarships per intake  39-60 per grant agreement
 Supporting the costs of invited scholars/guest lecturers
contributing to the delivery and the excellence of the EMJMD
 High level students scholarships awarded to the best
master students worldwide

164. Student Scholarship holders will:
 Receive a full scholarship covering their tuition fees,
travel and living costs
 Be covered by health and accident insurance
 Study (perform research, undergo a placement) in at least
two different Programme Countries of the EMJMD consortium
 Be awarded a fully recognised joint or multiple degree
(comprising a Joint Diploma Supplement) after having successfully
completed their master
 Join the Erasmus+ Student and Alumni Association
 Students apply directly to the Higher Education Institutions

165. Grant – Budget for
Organisation & Individual
 EU Grant will be indicatively around 3 million EUR
 EU Grant is paid to the selected Applicant = Coordinator =
Beneficiary
1. To the attention of the Organisation - HEI
 Lump sum for consortium management (including invited
scholars/guest lecturers; at least 4 invited scholars/guest
lecturers per intake, during a period of min. 8 weeks)
 170 000 EUR => 20 000 EUR for the preparatory
year + 50 000 EUR per intake

166. Grant – Budget for Organisation & Individual
2. To the attention of the Individual = Student (1/2)
- maximum 25 000 EUR per academic year and per scholarship
- actual amount of the individual scholarships will vary in
accordance with
a) the EMJMD length (60, 90 or 120 ECTS)
b) the student country/region of residence
c) the EMJMD participation costs

167. Grant – Budget for Organisation & Individual
2. To the attention of the Individual = Student (2/2)
Practically student scholarships include:
Type of allowance Amount
Travel allowance 1 000 to 3 000 EUR per academic year
Installation allowance 1 000 EUR (Partner Country students only)
Fixed monthly
allowance
1 000 EUR - all students
Participation
costs/Tuition fees
• MAX. 9 000 EUR / year (Partner Country
student)
• 4 500 EUR / year (Programme Country
student)

168. EMJMD Award Criteria
Projects will be assessed against the following criteria:
 Relevance of the project (max 30 points)
 Quality of the project design and implementation (max 25 points)
 Quality of the project team & the cooperation arrangements (max
20 pts)
 Impact and dissemination (max 25 points)
To be considered for funding, proposals must score at least 70 points
overall
&
 First step: 75% (22,5 points) of the maximum allocated points for
"relevance"
 Second step: 60% of the maximum allocated points for each of the
remaining award criteria

169. Additional Award Criteria for
Additional Scholarships
ADDITIONAL MOBILITY SCHEMES FOR STUDENTS FROM SPECIFIC (SUB-)
REGIONS OF THE WORLD – ADDITIONAL BUDGET (DEDICATED TO EU
EXTERNAL ACTIONS TOWARDS DEVELOPMENT)
"HEADING 4 OF THE EU BUDGET PERSPECTIVES"
The applicants may apply for additional scholarships for one or
more regions / sub regions / countries) of the world:
Asia, Central Asia, Middle East, South Africa, Latin America,
Eastern - Southern neighbours, Gulf countries
 Only projects that have passed the first step of the selection will be assessed
against the additional criterion, which will be addressed per region.

170. Additional Award Criteria for Additional
Scholarships
 Indicatively, the consortia may receive up to 4 additional
student scholarships per intake - per EMJMD edition (3
intakes/editions per contract  indicatively up to 12 scholarships)
 ADDITIONAL AWARD CRITERION
Relevance of the project in the targeted region
(maximum 5 points / per region)
 to be considered for funding must score at least 2.5 points (for the
region concerned)
 TOTAL ADDITIONAL BUDGET: AROUND 25 MIO €.

171. Ahead of us
 04.03.2015 – 12:00 CET:
deadline for 2nd E+:EMJMD call for proposals
 indicatively 18 JMD projects;
 Approximately 34 650 000 EUR + 25 000 000 EUR (Heading 4
funds)
 2015: end Q2/Q3:
 selection decision for newly selected EMJMDs

172. Applying
 EMJMD
o http://eacea.ec.europa.eu/erasmus-plus/funding_en
o http://eacea.ec.europa.eu/erasmus-plus/
funding/key-action-1-joint-master-degrees_en
Applications to be submitted using an eForm with
attachments
1. Register the partnership's organisations in the Participant Portal
and receive a Participant Identification Code (PIC)
2. Create your electronic application form using your PICs
3. Fill in the eForm
4. Attach completed versions of the attachments within the eForm
5. Submit the eForm on-line
Best practices in joint programmes
o http://eacea.ec.europa.eu/erasmus_mundus/tools/good_practices
_en.php

173. Thank you!
02920 92 4311
erasmus@britishcouncil.org
www.erasmusplus.org.uk
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