Key Action 2 HE Guidance on applications David Hibler Joanna Collins FHL

Overall objectives Boost skills, employability, labour market relevance Modernise education, training, youth work Focus on young people See http://ec.europa.eu/education/policy/strategic-framework/index_en.htm

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

Erasmus+ is ‘the new EU programme for education, training, youth and sport’ KA2 HE intensive programmes but not stand alone; centralised actions (which);

European policy context EU Youth Strategy (2009) Developing European Dimensions in Sport (2011) ET2020 (2012) Rethinking Education (2012) European Structural & Investment Funds (2014)

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

Key Action 2 Strategic Partnerships (by sector and cross- sectoral) Knowledge Alliances and Sector Skills Alliances Capacity Building Projects Support to IT Platforms Broadly, absorbs Tempus within changed focus Tempus – not yet

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 Round 1 “countries” = programme countries

Strategic partnerships in HE

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 Objectives and activities ie looking for well-structured project.

DEADLINE 30 APRIL 12.00 CENTRAL EUROPEAN TIME (11.00 BST) Application deadline DEADLINE 30 APRIL 12.00 CENTRAL EUROPEAN TIME (11.00 BST)

Possible Strategic Partnerships themes Transversal skills Employability entrepreneurship Innovation Validation of competences Regional cooperation Active citizenship

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 Attainment levels

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 Priorities:

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

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

The application eform Completed online Guidelines on NA website www.erasmusplus.org.uk “Declaration of Honour” to be signed off by legal representative of institution (download for signature, scan, upload) IT issues - to Erasmus helpdesk Erasmus@britishcouncil.org

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 http://eacea.ec.europa.eu/llp/project_reports/project_reports_erasmus_en.php Guidance on using the eforms is at www.erasmusplus.org.uk Read full application form and guidance before completing the form

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

The application form content overview Follow-up: dissemination, use of results, sustainability Budget: management and activities Project summary Formal aspects: data protection, sign off

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 Need to know partner PICs

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”. 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 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 Preparation – expected to be included under activities but could also be before Include simple work programme/ timeline as annex – EC may provide a template.

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

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.

Intellectual outputs Publications e.g. 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  

Multiplier events Emphasis on visibility and dissemination in Erasmus+ Beyond participating individuals and organisations Event type Intellectual outputs covered

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 Learning outcomes are recognised and validated in the same way as under KA1 and in line with the ECHE. ECTS recommended for recognition.

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

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 “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

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 Quality of plan – appropriateness eg of target groups for dissemination of specific results; will ensure best use of results; adequate resources.

Follow up - dissemination Target audiences, different levels Responsibilities, skills of team Accessibility, media Monitoring If relevant, open access to materials, documents, media,

Sustainability Of project activities and results Resources – financial, other (eg institutional support) 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.

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 Transnational project meetings (must be justified) per participant and distance travelled Intellectual outputs per day and staff role (manager, researcher/teacher/trainer, technician, administrator)

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

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 NA responsible for quality so may edit.

ECAS and PICs Need PIC http://www.erasmusplus.org.uk/how-to-apply HEIs ask Erasmus coordinator Other organisations: register on the European Commission Authentication Service (ECAS), see http://www.erasmusplus.org.uk/how-to-apply 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.

Further information Call for Proposals and Programme Guide http://ec.europa.eu/programmes/erasmus-plus/index_en.htm UK NA website www.erasmusplus.org.uk #erasmusplusuk – BC/Ecorys hashtag Erasmus Helpdesk (detail) erasmus@britishcouncil.org Examples of centralised projects under LLP http://eacea.ec.europa.eu/llp/project_reports/project_reports_erasmus_en.php