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Erasmus+ Social Inclusion

Infoday 25 April 2017

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How to prepare an application?

Erik Ballhausen

Project Adviser - EACEA A1 –

Erasmus+: Support for Policy Reform and Online Linguistic Support

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EACEA/07/2017

• Call documentation

• Evaluation Process

• Some tips

Key Action 3 - Support for Policy Reform

Process Schedule

Call documentation

Useful Documents

• Guidelines for Applicants

• Instructions for Applicants

• eForm User Guide (Version 1.4 – 24/03/2017)

• EULogin & Participant Portal

User Guides

ApplicationProcess

Steps 1 & 2 Registration: EULogin & PIC

Step 3 create eForm; select action, language & input PICs of partnership

Step 4 Fill in eForm

Step 5 Fill in & attach annexes to eForm

Step 6 Validate the eForm

Step 7 Submit the eForm

ApplicationProcess

Preliminary checks

Eligibility

Exclusion criteria

Expert evaluation

Individual

Consensus

Commission selection

Selection of Projects

Funding available

Selection criteria

Eligibility

Applicants

Activities & duration

Capacity

• The minimum partnership requirement is 4

organisations from 4 different programme

countries.

• The 28 Member States of the European Union

• the EFTA/EEA countries: Iceland, Liechtenstein,

and Norway

• EU candidate countries: the FYR of Macedonia

and Turkey

Partnership criteria

Partnership

• Regular partners

• Affiliated partners

• Associated partners

• National Agencies

• Networks

Partners Partners Partner-

ship?

Partners Partners Partner-

ship?

Affiliated: lead & affiliates mandated

Associated: no grant

National Agencies: not the E+ part

Networks: at least 2 non-members

Partnership

What do we ask them to do?

Expert evaluation

Individual

Consensus

• Understand the call and all its procedures

• Read the briefing material

• Follow remote briefings

• Perform a guided & overlooked exercise

evaluation of a mock-application

• Write individual assessments (remotely;

no contacts in-between them)

• Reach consensus (on comments &

scores)

• Attend consolidation & final panel

meeting

Award Criteria

Relevance

• Purpose • Consistency • Upscaling • EU added

value

Quality designs implementation

• Strategic plan • Structure • Management • Evaluation

Partnership cooperation

• Configuration • Commitment • Cooperation

Impact dissemination

• Dissemination • Exploitation • Impact • Sustainability

30 30 20 20

Relevance of the project

• The application is relevant to the chosen general and specific

objectives;

• The project is based on analysis of challenges and needs;

• Address issues relevant to participating organisations &

chosen target groups

• Potential for scaling up good practice(s) at different levels

• Potential potential to feed into the relevant EU policy agendas

Quality of project design & implementation

• Includes plans for making any produced materials accessible through open licenses;

• demonstration that the selected best practice(s) can be successfully disseminated and scaled up, create a wider impact and influence systemic change;

• The project management plan is sound with adequate resources allocated to different tasks

• Specific measures for evaluation of processes and deliverables

Quality of partnership & cooperation arrangements

• The partnership is capable of ensuring full achievement of the objectives

• Potential for strong dissemination and up scaling involving major players and policy makers

• Each participating organisation demonstrates full involvement

• Results and benefits should be sustained and up-scaled beyond the project lifetime;

Impact, dissemination and sustainability

• The partnership is capable of ensuring full achievement of the objectives

• Potential for strong dissemination and up scaling involving major players and policy makers

• Each participating organisation demonstrates full involvement

• good balance between analysis work and exploitable outputs for dissemination, scaling up and policy making

ApplicationProcess

Commission selection

Selection of Projects

Funding available

• At least 60% total score & 50% of

each award criterion

• No duplication

• No double funding

• Selection taking into account the

call priorities and objectives

• According to available funding

• Possible reserve list

Step 2 Participant Portal

Required Documents: 1. Legal entity form 2. Financial identification form 3. VAT registration (if applicable)

eForm

Part A - Identification of the applicant and other organisations participating in the project Part A.1 - Organisation Part A.2 - Contact Person Part A.3 - Legal Representative

Part B – Description of the project Part B.1 – Structure Part B.2 – Aimes & objectives Part B.3 – Other EU Grants

eForm

Part C – Dates, budget & description Projects

Part C.1 Dates start (duration = 24 or 36 month)

Part C.2 Summery budget

Part C.3 Summary of the project (will be published if application is selected)

eForm

• Same language as in eForm

• Fill in all text fields

• Respect the word limits

• Limit the use of images (the maximum capacity of the eForm + annexes = 10 MB)

Detailed Description of the Project

PART 1. Call objectives, Lots PART 2. Presentation, role & operational capacity by organisation PART 3. Award Criteria PART 4. Work plan and work packages PART 5. Overview of partners & working hours PART 6. Logical framework matrix

Detailed Description of the Project

Applicants have to indicate, which general and specific objectives, and which lot the project proposal addresses.

1. General objectives of the Call

2. Specific Objectives of the Call

3. Lots of the Call

PART 1 - Call objectives

Objectives

Disseminating and/or scaling up good practices on inclusive

learning initiated in particular at local level. In the context of the

present call, scaling up means replicating good practice on a wider

scale or transferring it to a different context or implementing it at a

higher/systemic level;

Developing and implementing innovative methods and practices to

foster inclusive education and/or youth environments in specific

contexts.

PART 2 –Presentation of partnership

1 – Aims & activities 2 – Role of partner(s) in the project 3 – Operational capacity 4 – List of associated partners

1. Relevance 2. Quality of projects design and

implementation 3. Quality of partnership and the

cooperation arrangements 4. Impact, dissemination and

sustainability

PART 3 - Award Criteria

PART 4 - Work plan & work packages • Work package type • List of activities • Contributing partners • Balanced attribution • Outputs • Description and envisaged results • Upscaling • Dissemination • Target groups • Expenditure

PART 4 & 5 & 6 Tables to be filled out

PART 4 - Work plan & workp akages

• Consistency • Coherence • Well thought through structure • Clear purpose • Succinct formulation

PART 5 – Overview of partners

• Coherence with eForm • Complete • Well planned • Expertise • Meaningful contributions

PART 4 & 5 & 6 Tables to be filled out

PART 6 – Logical framework matrix 1. Project general objectives 2. Projects specific objectives 3. Results 4. Activities • Intervention or logic • Indicators of achievement • Indicator measurement • Assumptions & risks

Should provide a comprehensive overview!

PART 4 & 5 & 6 Tables to be filled out

Some Tips

• Coherent • Simple and clear • Evidence based • Rigorous in its planning • Explicit • Clearly-Defined

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For content questions:

EACEA-Policy-Support@ec.europa.eu

For technical questions:

EACEA-helpdesk@ec.europa.eu

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Thank You!

& Good Luck