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1 Erasmus+: Knowledge Alliances and Sector Skills Alliances Infoday 12 November 2014

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Page 1: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

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Erasmus+: Knowledge Alliances and Sector Skills Alliances

Infoday 12 November 2014

Page 2: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

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Submission of Proposals and Selection Procedures

Bernadette Forsthuber, Renata Russell

Education, Audiovisual and Culture Executive Agency

Page 3: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

Purpose of the presentation

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Maximise your chances of submitting a high quality application by:

1. Identifying key innovations and important issues in the application, selection procedures

2. Identifying and locating essential information and using it

3. Selection of applications

4. Some advice/tips for preparing your application

Page 4: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

1. Key innovations and important issues

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• Participating countries (Programme/ Partner countries)

• Registration of all organisations in the Participant portal

• Partner search tool, open access to results, Compendia (approved projects)

• Award criteria and scoring mechanism

• New Programme Guide

• Unit cost

Page 5: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

1. Key innovations and important issues

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A. Participating Countries - Programme Countries

The following countries can fully take part in all Actions of the Erasmus+ Programme:

Member States of the European Union (EU)

Belgium Greece Lithuania Portugal

Bulgaria Spain Luxembourg Romania

Czech Republic France Hungary Slovenia

Denmark Croatia Malta Slovakia

Germany Italy Netherlands Finland

Estonia Cyprus Austria Sweden

Ireland Latvia Poland United Kingdom

Page 6: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

1. Key innovations and important issues

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A. Participating Countries - Programme Countries

The following countries can fully take part in all Actions of the Erasmus+ Programme:

Non EU Programme Countries

Former Yugoslav Iceland Norway

Republic of Macedonia

Liechtenstein Turkey

Page 7: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

B. Participating Countries - Partner Countries

Countries which do not participate fully in the Erasmus+ Programme, but which may take part (as partners or applicants) in certain Actions of the Programme.

The list of Erasmus+ Partner Countries is described in Part A of the Programme Guide, section 'Who can participate in the Erasmus+ Programme'.

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1. Key innovations and important issues

Page 8: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

1. Key innovations and important issues

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Registration in Participant Portal

Only needed if you do not have a PIC number already.

1. ECAS - European Commission Authentification Service https://webgate.ec.europa.eu/cas/eim/external/register.cgi

Page 9: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

1. Key innovations and important issues

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Registration in Participant Portal

2. Register in Participant portal and get PIC http://ec.europa.eu/education/participants/portal/desktop/en/organisations/register.html

Page 10: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

2. Important reference documents and tools

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A. Project Compendia –

Description of approved projects

from the last call – http://eacea.ec.europa.eu/erasmus-plus/library_en

B. Partner Search Tool

Open until deadline

26/2/2015 http://infodaykassatool.teamwork.fr/

Page 11: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

3. Identifying and locating essential information and using it

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Orientation

• Step 1 Understand Erasmus+ (general, specific issues)

• Step 2 Locate key information and register in Participant portal

• Step 3 Complete the application package

• Step 4 Send the application package

• Step 5 Prepare for the next stage (after approval of application)

Page 12: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

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Step 1 Understand general issues on Erasmus+

A. Project content B. Importance of criteria

- Transnational impact General (for Erasmus+)

- Programme objectives - Exclusion criteria

- Selection criteria

- Organisational capacity

C. Selection management - Financial capacity

- Selection methodology Specific (for Knowledge Alliances - Equal treatment and Sectors Skills Alliances)

- all applicants - Eligibility criteria - those who decided not to apply - Award criteria

Page 13: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

Step 1 Understand specific issues on Erasmus+

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EACEA web page

• Call • Link to ECAS • Link to Participant Portal • Application package • Instructions for

completing consortium • Partner Search Tool • Programme Guide

Programme Guide Knowledge Alliances: p123-131 Sector Skills Alliances: p132-144 • Start date • Maximum duration • Objectives • Maximum grant • Minimum consortium • Type of organisations in

consortium • Target groups • Scope and type of activity • Eligibility and award criteria

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Step 1 Understand specific issues on Erasmus+

Programme Guide

Page 16: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

Step 2 Locate key information

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Education, Audiovisual and

Culture Executive Agency (EACEA)

Non-policy documents

(application etc.)

http://eacea.ec.europa.eu/erasmus-plus/funding_en

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Step 2 Locate key information

Education, Audiovisual and Culture Executive Agency's (EACEA) web

Results of selection, description of selected applications

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Step 3 Complete the application package

• What - Application package = eForm + Attachments/Annexes

Detailed project description (Word) Declaration of

Budget and Gantt honour

chart (Excel)

• How - eForm User Guide

- Instructions for completing the Application Package

Page 19: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

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Step 3 Complete the application package Detailed project description (Word)

Page 20: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

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Step 3 Complete the application package Detailed project description (Word)

Part 0. Profile of the consortium and involvement in previous relevant projects

0.1. Please provide a short summary of the main features of your project

0.2. Involvement in previous projects

Part I. Project relevance

I.1. Why has the consortium decided to undertake this project?

I.2. Analysis of the subject area (current state of the art) and innovative character

I.3. Aims and objectives

I.4. European added value

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Step 3 Complete the application package Detailed project description (Word)

Part II. Quality of the project design and implementation

II.1. Methodology

II.2. Overall project management

II.3. Quality assurance, evaluation and monitoring

II.4. Recognition and validation (when appropriate)

II.5. Budget and cost effectiveness

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Step 3 Complete the application package Detailed project description (Word document)

Part III. Quality of the partnership, the team and the cooperation arrangements

III.01 and III.02 composition of the consortium

III.1. Rationale for setting-up the partnership

III.2. Description of the partners (aims, roles, capacity)

III.3. Cooperation arrangements across the partnership

III.4. Partner country participation (where applicable)

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Step 3 Complete the application package Detailed project description (Word)

Part IV. Impact, dissemination, exploitation, and sustainability

IV.1. Target groups

IV.2. Sustainability and impact

IV.3. Dissemination and exploitation strategy

IV.4. Open access to the educational resources

Part VI. Work plan and work packages

Part VII. Specific arrangements regarding mobility (if applicable)

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Step 3 Complete the application package

• eForm

• eForm User Guide

• Instructions for completing application package

To be published in December 2014

Page 25: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

Overview of the Unit cost financing mechanism

A. Principles

• The EU grant for Sector Skills and Knowledge Alliances is based on:

– A unit cost contribution 16 separate unit staff costs - 4 groups of countries on the basis of their respective GDP per capita, and to each group is allocated a unit staff cost for the 4 distinct personnel categories.

– Related to staff working days Staff working days x unit cost = EU Grant (contribution for implementing the project)

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Page 26: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

Overview of the Unit cost financing mechanism

• The resulting EU grant is the EU contribution to cover all activities/costs of the project, whatever their nature:

– Nature: staff; travel and subsistence; subcontracting;

equipment; direct and indirect costs – Activity directly linked: project management, project meetings,

intellectual outputs , IT tools, analyses, studies, dissemination, participation in events, conferences, travel, etc.

B. Optional funding Mobility activities:

- Short term mobility of learners and staff in order to support or complement the other activities of the Alliance

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Amounts in euros per day

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Unit cost financing mechanism Staff working days • Related to permanent, temporary, and interim staff employed by

partner organisations and listed in the detailed project description - section III.2.3, with an employment contract and assigned to the project implementation in accordance with the provisions of the grant agreement.

• Learners, volunteers and persons working through subcontracting (e.g. freelancers, self-employed person, sole traders) cannot be considered as staff member.

• Unit rate cost linked to staff days includes all costs.

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Page 29: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

Financial aspects linked to the application

Accurate estimation of working days considering: • Appropriate number of people involved in the implementation of

project/work package in coherence with project objectives.

• Cost efficiency of the profile/competence requested for a good implementation of the project in coherence with project objectives.

• When considering the cost benefit ratio, please keep in mind that the unit rate includes all costs.

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Step 4 Send the application package (eForm and annexes)

No paper version.

In case of technical problems always contact HELPDESK before the deadline and explain reasons of problems.

Deadline: 26 February 2015 12 midday Brussels time. Online submission only.

Start date of projects: 1 November 2015

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Step 5 Prepare for the next stage (after approval of application)

Month (approximately)/2015 Action

July/August Results of selection

September Collection of additional documents (e.g. Mandate letters from partners)

September/October EACEA will send you a contract

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3. Selection of applications

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A. Formal check (Eligibility, Selection, Exclusion criteria – EACEA)

B. Quality check (Award criteria - 2 independent evaluators)

C. Selection (Ranking list - Evaluation Committee)

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3. Selection of applications

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B. Quality check (Award criteria - 2 independent evaluators)

Guide for Experts on Quality Assessment document will be published in December 2014/January 2015.

Experts

• Common briefing

• 2 Individual assessments

• Consensus

• Feedback to applicants

• Applicants have access to same information as experts

(no secret documents)

Page 34: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

3. Selection of applications

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B. Quality check (Award criteria - 2 independent evaluators)

Award criteria

Title Maximum points

Threshold

Relevance 25 13

Quality of project design and implementation 30 16

Quality of project team and cooperation arrangements

25 13

Impact and dissemination 20 11

TOTAL 100 70

Page 35: Infoday - Europa · 20 Step 3 Complete the application package Detailed project description (Word) Part 0. Profile of the consortium and involvement in previous relevant projects

4. Advice/tips for preparing your application

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A strong proposal/application

• Coherent (problems, solutions, target groups, activities, budget, ambitions/resources/competence)

• Simple (objectives, approach)

• Evidence based (ex-ante needs analysis, state of art)

• Clear (identifying the need for such a proposal, solutions, and outputs)

• Rigorous in its planning (which activities, when, for how long, and with what resources)

• Explicit (do not take for granted any information, if it is not in the application it cannot be taken into account)

• Circumscribed (a proposal is not about solving the world’s problems, but about solving a specific issue)