S C A N D I N A V I A N E X C E L L E N C E F R O M L U N D U N I V E R S I T Y

1. SCANDINAVIAN EXCELLENCEFROMLUNDUNIVERSITY

2. ”The future of the European co-operation – The new Integrated programme with special focus on Lifelong Learning, joint programmes and the example of Erasmus Mundus” Mathias.Johansson@intsek.lu.se

3. Structure of presentation • Short historic introduction to Socrates • Lifelong Learning Programme

4. SOCRATES II • Duration: • January 1 2000 to December 31 2006 • Budget: • EUR 1 850 million over seven years • Participating countries: • 25 European Union Member States: Austria, Belgium, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Poland, Portugal, Slovakia, Slovenia, Spain, Sweden, The Netherlands and United Kingdom • Three EFTA countries: Iceland, Liechtenstein and Norway; • Candidate countries: Bulgaria, Romania and Turkey

5. SOCRATES II - European Community action programme in the field of education • Aims to: • strengthen the European dimension of education at all levels • improve knowledge of European languages • promote cooperation and mobility throughout education • encourage innovation in education • promote equal opportunities in all sectors of education

6. SOCRATES II and LEONARDO DA VINCI SOCRATES Comenius Erasmus Grundtvig Lingua Minerva LEONARDO DA VINCI Observation and Innovation Joint Actions Accompanying Measures

7. SOCRATES II • Comenius • School education • Erasmus • Higher education • Grundtvig • Adult Education and other educational pathways • Lingua • Teaching and learning of languages • Minerva • Open and distance learning/Information and communication technologies in the field of education • Observation and Innovation • Observation of educational systems, policies and innovation/Innovatory initiatives responding to emerging needs • Joint Actions • Linking Socrates with other Community programmes • Accompanying Measures

8. Lifelong Learning Programme 2007-2013 (caution: all details are still provisional...)

9. Reasons for a new programme • Economic changes • Competition, globalization and knowledge-based economy • More flexible and demanding labour market • Social changes • Demographical movement • More diverse society & need for social inclusion • Wider Europe – a changing EU with new borders

10. Lifelong Learning Programme • In July 2004 the Commission adopted their proposal. • The aim of the new programme is to contribute through lifelong learning to the development of the Community as an advanced knowledge society, with sustainable economic development, more and better jobs and greater social cohesion. • The proposed budget is 13.6 billion EUR for the total period 2007-2013 (3.9 billion in 2000-2006)

11. More money (than now)

12. Less money (than requested) • Commission original proposal 13,6 billion EUR • In December 2005 Council reached Common Position and arrived at 5,4 billion EUR. • Figure revised to 6,2 billion EUR in April 2006. • Some actions ”on ice” for budget reasons

13. 2004 initial proposal Budget FP rev. Apr. 2006 FP Dec. 2005 2013 2006 2009 2011 2012 2005 2007 2008 2010 Year More money than now, but less than requested…

14. Original proposal Comenius 1 of 20 pupils Erasmus 3 million students 2011 Leonardo da Vinci 150 000 placements 2013 Grundtvig 25 000 individuals 2013 Amended proposal Comenius 3 million pupils Erasmus 3 million students 2012 Leonardo da Vinci 80 000 placements 2013 Grundtvig 7 000 individuals 2013 Lifelong Learning Programme – Quantified targets

15. Lifelong Learning Programme – What’s new in general? • Simplification • Proportionality in financial rules • Less detail in financial legislation • Decentralisation • More decision-making to be made at NA • 80 % of budget will be decentralised • 1% flexibility to involve partners from non-programme countries

16. Lifelong Learning Programme – What’s new in general? • Increased use of lump-sum funding for mobility, Intensive programmes, etc • Single contract for decentralised actions with scope for transfer between headings • Easier application forms and contracts

17. Lifelong Learning Programme – The proposal Lifelong Learning Programme Comenius School education Erasmus Higher Education & advanced training Leonardo da Vinci Initial and continuing VET Grundtvig Adult education Transversal Programme 4 key activities – Policy development; Language learning; ICT; Dissemination Jean Monnet Programme 3 key activities – Jean Monnet Action; European Institutions; European Associations

18. Lifelong Learning Programme – Erasmus scheme ERASMUS National Agency Commission Decentralised application and selection procedure Centralised application and selection procedure ? European Credit Transfer System (ECTS) Thematic networks (TN) Student mobility (SM) Multilateral projects Curriculum Development Modernisation (Bologna) University/Enterprise Virtual Campuses Teacher mobility (TS) Erasmus Intensive Language Course (EILC) Organisation of mobility (OM) Accompanying measures Intensive programmes (IP)

19. Lifelong Learning Programme – Erasmus – Decentralised actions ERASMUS Decentralised actions Student mobility Studies Placements Staff mobility Teaching assignments Staff training Intensive programmes Mobility support Organisation of mobility Intensive language courses(EILC)

20. Erasmus – Decentralised actions Student mobility - Studies • Offers the possibility of studying abroad in another European country for a period of between 3 and 12 months • An Erasmus agreement between home institution and receiving institution is needed. • Provides mobility grants to students - a contribution towards covering the extra costs involved in studying abroad

21. Erasmus – Decentralised actions Student mobility - Studies • Who can participate in Erasmus student mobility? • You are a student and enrolled in a formal programme of study at higher education level leading to a degree or a diploma (including doctoral level) in one of the participating countries. • You are a citizen of one the participating countries (or are recognised as having an official status of refugeee or stateless person or permanent resident). • You have completedat least the first year of your university studies.

22. Erasmus – Decentralised actions Student mobility - Studies • Do I have to pay university fees within the Erasmus programme? • No. Under the Socrates/Erasmus programme it’s a condition that no fees have to be paid to the host institution.

23. Erasmus – Decentralised actions Student mobility - Studies • The Erasmus grant • a contribution towards covering the extra costs involved in studying abroad, such as travel expenses, language preparation costs, higher general costs of living in the host country. • the application procedure for an Erasmus grant varies from country to country. • the awarded amount varies significantly from country to country.

24. Erasmus – Decentralised actions Student mobility - Studies • Higher student grant • from 150 euro/month to 250 euro/month at the end of the programme • Special mobility • Intended inter alia for students enrolled in Joint European Masters programmes

25. Erasmus – Decentralised actions Student mobility - Placements • From old Leonardo da Vinci • Placements in enterprise, training centre etc. • 3-12 months and student should be enrolled in second year • Applications either • 1. Directly by universities to NA • 2. Via certified intermediary organisation • Can be combined with mobility for studies

26. Erasmus – Decentralised actions Staff mobility – teaching assignments • Developed from existing ”TS” mobility • Minimum 5 teaching hours and max 6 weeks • The selection of teachers to participate in Erasmus is undertaken by the institutions at which they are employed. • Payment of grants and administration of Erasmus teaching assignments is undertaken by the entity which selects the teachers for mobility. • Long term teacher mobility • ”Erasmus sabbatical” – teaching periods of min. 1 semester and max. 1 year

27. Erasmus – Decentralised actions Staff mobility – Staff training • Mobility to/from enterprises • For seminars, workshops, courses, practical training, short secondments etc • Mobility of administrative staff to another university • For investigation and transfer of good practice via short secondments, job shadowing, study visits etc.

28. Erasmus – Decentralised actions Intensive programmes • An Intensive Programme is a short programme of study which brings together students and staff from universities in different participating countries • An IP can be a one-off activity or repeated over a number of years, provided that the contents are revised for each year • Grants for IPs are annual and, therefore, an application has to be presented annually. • Funding can be obtained for maximum three years. • IPs must last between 10 continuous working days (i.e., separated only by a weekend) and 3 months and must involve students and teaching staff from universities in at least three participating countries (including the co-ordinating institution). • The number of students from countries other than the country in which the Intensive Programme is taking place must not be less than 10.

29. Erasmus – Decentralised actions Mobility support – Organisation of mobility • Support for the creation of optimal conditions. • These optimal conditions include information, infrastructure and facilities, guidance, follow-up, involvement of local partners and facilities, guidance, follow-up, involvement of local partners and associations, etc. • The amount is based on past performance in student and teacher mobility.

30. Erasmus – Decentralised actions Mobility support – Intensive language courses • Specialised courses in the less widely used and less taught European Union languages and the languages of other countries participating in Erasmus. • The EILCs give Erasmus students the opportunity to study the language of the host country for 3-8 weeks, in the host country. • Grant of 150 euro/week.

31. Lifelong Learning Programme – Erasmus scheme ERASMUS National Agency Commission Decentralised application and selection procedure Centralised application and selection procedure ? European Credit Transfer System (ECTS) Thematic networks (TN) Student mobility (SM) Multilateral projects Curriculum Development Modernisation (Bologna) University/Enterprise Virtual Campuses Teacher mobility (TS) Erasmus Intensive Language Course (EILC) Organisation of mobility (OM) Accompanying measures Intensive programmes (IP)

32. Lifelong Learning Programme – Erasmus – Centralised actions ERASMUS Centralised actions Multilateral projects Curriculum Development Modernisation (Bologna) University/Enterprise Virtual Campuses Thematic Networks Accompanying Measures

33. Erasmus – Centralised actionsMultilateral projects – Curriculum Development • At least three establishments from different countries pool their resources to develop a programme of study, a module or a masters programme. • The financial support is for a maximum of three years. • A CD project should take into account the whole development of the curriculum from the early development phase until the subsequent implementation and dissemination. • The project contract can cover a period of up to three years in case of development of a whole study programme and a period of up to two years in the case of the development of a European module.

34. Erasmus – Centralised actionsMultilateral projects – Modernisation • Updating of curricula • Open learning centres • Diversifying funding • Governance • Enhancing quality • Accountability • Attracitiveness

35. Erasmus – Centralised actionsMultilateral projects – University/Enterprise • Curricular innovation aimed at enhancing employability of graduates • Intensification of exchange of practice • Recognition and quality assurance arrangements Note: Dissemination and exploitation of results to be built-in to all projects from the start

36. Erasmus – Centralised actionsThematic networks • A Thematic Network is a co-operation between departments of higher education institutions and other partners (e.g. academic organisations or professional bodies). • The main aim of the programme is to enhance quality and to define and develop a European dimension within a given academic discipline or study area. • It can take up a topic of an inter- or multidisciplinary nature, or other matters of common interest, such as university management or quality assurance.

37. Erasmus – Centralised actionsAccompanying measures The support measures cover a wide range of activities : • awareness-raising activities to promote cooperation in education (conferences and seminars); • the dissemination of project results; • improving programme implementation by providing training in project management or in tackling obstacles; • supporting synergy between the different actions of the programme; • ‘horizontal’ priorities such as the promotion of equal opportunities and intercultural education.

38. Erasmus – European Credit Transfer System • The European Credit Transfer and Accumulation System (ECTS) is a student-centred system based on the student workload required to achieve the objectives of a programme, objectives preferably specified in terms of the learning outcomes and competences to be acquired. • ECTS makes study programmes easy to read and compare for all students, local and foreign. • ECTS facilitates mobility and academic recognition • ECTS helps universities to organise and revise their study programmes. • There will be no ECTS and DS Label at European level in 2007. Instead the emphasis will be on local and national support for ECTS and DS implementation by ECTS/DS Counsellors, organised with the support of the Erasmus National Agencies

39. Erasmus – Conditions To participate in Erasmus activities, a university has to fulfil two conditions: • It has to be recognized by the national authorities as eligible for Erasmus activities • It has to have obtained an Erasmus University Charter from the European Commission

40. Erasmus –Erasmus University Charter (EUC) • The EUC is a certificate, signed by the European Commission, which sets out the fundamental principles underlying all Erasmus activities to be respected by the university. • Applications for the EUC can be made once a year. Once awarded, the EUC remains valid for the remainder of the Socrates programme period. • The EUC entitles the university to submit applications for any Erasmus activity.

41. European Policy Statement (EPS) • When applying for the EUC, the application must include an EPS. • It should address the following three main questions: • What is the current situation of your university's international co-operation in the context of current national, international and European developments? • Given the strengths and weaknesses of your university's present situation, define your university's aims and priorities for 2004/2005 - 2006/2007 with a special focus on promoting activities within the Socrates programme. Briefly describe how the EPS has been developed and how it will be implemented in your institution. • How will your institution ensure high quality in both student and staff mobility and within Erasmus co-operation projects?

42. Actions on ice for budget reasons… • Special whole-course mobility for Joint Masters students • Long-term teaching staff mobility, i.e. Erasmus sabbatical • Actions still included in legal base but cannot be funded without an increased programme budget

43. Timetable for adoption

44. Provisional operational timetable • Nov 06 Conditional call for proposals 2007 • Dec 06 Programme decision in force • Jan 07 Programme Committee confirms call • Feb 07 Deadline for EUC applications • 30 Mar 07 Deadline for Comenius, Erasmus, Leonardo, Grundtvig applications • 30 Apr 07 Deadline for Transversal Programme, Jean Monnet, Accompanying Measures • Jul 07 Selection decisions • Sept 07 Projects start

45. SCANDINAVIAN EXCELLENCEDEFINED IN LUND