Índice Intro Speaker Objetivos - Vicerrectoría de Relaciones
Transcription
Índice Intro Speaker Objetivos - Vicerrectoría de Relaciones
28/11/2014 Índice "Oportunidades de financiación de actividades en el ámbito de la educación superior para instituciones de educación superior centroamericanas. Programas de la Unión Europea" Roberto Escarré Director de la Oficina de Gestión de Proyectos Internacionales Universidad de Alicante Intro Speaker • • • Roberto Escarré tiene un postgrado en Relaciones Internacionales por la Amsterdam School of International Relations y otro en Innovación por la OEI y la Universidad de Oviedo. También cursó un Master en Estudios Internacionales en la Universidad de Alicante, donde se licenció en Geografía e Historia en 1991. En los últimos 15 años ha coordinado más de 50 proyectos internacionales en ámbitos de la gestión de la educación superior (internacionalización, cooperación universidad-industria, gestión de la investigación, etc.) en más de 60 países. Escarré ha colaborado como experto y evaluador para distintas organizaciones internacionales como la Unión Europea, la Oficina Europea de Patentes o la consultora EFMD. • • • • Intro Speaker Objetivos de la videoconferencia Fundraising – Introducción Oportunidades de financiación o Horizonte 2020 o Erasmus+ • Conclusiones Objetivos • El objetivo principal de la videoconferencia es ofrecer una orientación a gestores e investigadores de IES de la Red INCA, en lo relativo a la identificación de oportunidades de financiación disponibles para IES centroamericanas. El entorno en el cual se desarrollará la ponencia es el marco de ayudas que la Unión Europea; ofrece aterceros países. 1 28/11/2014 Fundraising / Proyectos… COOPERACIÓN ACADÉMICA COOPERACIÓN CIENTÍFICA MOVILIDAD Fundraising Intro INFRAESTRUCTURAS BÚSQUEDA DE OPORTUNIDADES LOBBYING/Cabildeo GESTIÓN DE PROYECTOS VIAJES NETWORKING/Redes EXPLOTACIÓN RESULTADOS TERMINOLOGÍA PROYECTOS MARCO LÓGICO Análisis de necesidades REDACCIÓN DE PROPUESTAS Antecedentes Impacto Metodología Sostenibilidad Rationale ¿PORQUÉ FINANCIAN ACTIVIDADES DE EDUCACIÓN SUPERIOR LAS ORGANIZACIONES INTERNACIONALES? ¿CUÁL ES EL FUNDAMENTO PRINCIPAL DE LAS ACTIVIDADES DE COOPERACIÓN INTERNACIONAL? Indicadores Objetivos Control de Calidad Metas Plan de trabajo Diseminación de resultados A. LUCHA CONTRA LA POBREZA FUNDAMENTO / JUSTIFICACIÓN… ¿QUÉ PAPEL JUEGA LA EDUCACIÓN SUPERIOR EN EL DESARROLLO SOCIO-ECONÓMICO DE UN PUEBLO? …….. DISTINGUIR: LUCHA CONTRA LA POBREZA COOPERACIÓN CIENTÍFICA INTERNACIONAL 2 28/11/2014 B. COOPERACIÓN CIENTÍFICA INTERNACIONAL CONCEPTO/S FUNDAMENTO / JUSTIFICACIÓN… ¿QUÉ PAPEL JUEGA LA COOPERACIÓN CIENTÍFICA INTERNACIONAL EN EL DESARROLLO CIENTÍFICO? ….. … BASICS • El FUNDRAISING implica VENDER Vender una idea/proyecto Vender una institución/imagen/ reputación • VENDER implica…. Conocer/Entender el tema (A/B) Conocer/Entender el sector Conocer/Entender al cliente Conocer/Entender a los competidores • Fundraising or fund raising (also development) is the process of soliciting and gathering voluntary contributions as money or other resources, by requesting donations from individuals, businesses, charitable foundations, or governmental agencies (see also crowd funding). • “Fundraising is the noble art of teaching people the pleasure of giving” • “People do not give to people. They give to people with causes. They give to people who ask on behalf of causes.” … BASICS REDACCIÓN DE LA PROPUESTA • Antes de empezar a VENDER debemos.. Invertir… Establecer una estrategia Crear una cultura Desarrollar políticas / normativa (incentivos) Aplicar técnicas de venta REDACCIÓN DE LA PROPUESTA 3 28/11/2014 EL TEMA KEYWORDS HORIZONTAL TOPICS HIGHER EDUCATION INTERNATIONAL SCIENTIFIC COOPERATION SOCIO-ECONOMIC DEVELOPMENT/CAPACITY DEVELOPMENT VERTICAL TOPICS “SCIENTIFIC TOPIC”: NANOTECHNOLOGY, ENVIRONMENT, CLIMATE CHANGE, …. = TRANSDICIPLINARY APPROACH “CAPACITY BUILDING”: UNIVERSITY-INDUSTRY COOPERATION, SOCIAL INNOVATION, QUALITY AND ACCREDITATION, INTERNATIONALISATION, …. HIGHER EDUCATION & DEVELOPMENT • “Higher education (HE), including research carried out in universities, has a crucial role in development. It helps generate the human capital needed in key areas such as health, agriculture and engineering, and builds a country's capability for selfreliance” – Sian Lewis • Skilled labor + Technological capability = > productivity = > competitiveness 4 28/11/2014 HEIs FUNDRAISING SOURCES HEIs FUNDRAISING SOURCES NACIONAL INTERNACIONAL • Financiación Estatal (Universidades públicas) • Financiación Pública (nacional/regional); • Cursos o Congresos Internacionales; • Convocatorias de organizaciones internacionales (EC, World Bank, etc.); • Convocatorias de Fundaciones de carácter internacional (Ford, Rockefeller, Bill & Melinda Gates, etc.); • Otras fuentes internacionales; o Convocatorias competitivas en I+D+i; o Otro tipo de convocatorias; • • • • • Financiación de Fundaciones Privadas; Matrícula de los estudiantes; Contratos con empresas; Contratos de Consultoría de profesores; Cursos para la industria local, etc… ENTENDIENDO EL NEGOCIO… OFERTA • El entorno de acceso a la financiación en proyectos internacionales son las convocatorias competitivas; • Para participar debemos de: o Buscar oportunidades o Redactar proyectos (incluye búsqueda de socios) o Si tenemos éxito… Gestionar proyecto y tener el mayor impacto posible = construir una imagen o Empezar como socio, seguir como coordinador • Fuera de ese ámbito operativo existen pocos atajos…. ¿Funciona el LOBBYING en proyectos iinternacionales? ¿COMPETIR O COOPERAR? ¿qué actores hay en este negocio? • • • • • • • • UNIVERSIDADES, con sus distintos perfiles; CENTROS DE INVESTIGACIÓN; GOBIERNOS (Nacionales, regionales, locales); EMPRESAS (SMEs, spin-offs, empresas, multinacionales); NGOs (en educación, en otras áreas,…); Asociaciones empresariales (multiplicadores); Asociaciones de consumidores; Etc…. 5 28/11/2014 AUTODIAGNÓSTICO ¿Cómo está mi universidad en relación a la captación de proyectos internacionales? ¿Cuáles son las ventajas/desventajas comparativas de mi institución? ¿Cuáles son las ventajas/desventajas comparativas del sistema de educación superior de mi país? ¿Cuáles son los obstáculos que me impiden presentar más propuestas y con más éxito? ¿Qué cuestiones de mi entorno pueden influir negativamente en mi participación en proyectos internacionales? …….. Oportunidades WORKFLOW WORKFLOW € Search for Opportunities Searching skills Networking Lobbying Marketing skills Drafting Proposals Experience Expertise Project Management Knowledge Transfer Knowledge Management Experience + Expertise PM + IT Organizational skills 6 28/11/2014 SE Financian UNA MULTITUD DE ACTIVIDADES Financiación de la cooperación internacional A TRAVÉS DE DIFERENTES PROGRAMAS. OFERTA EN EL ÁMBITO DE LA UNIÓN EUROPEA Actividades/Acciones Programas DG Educación Movilidad, Cooperación académica C Building DG Cooperación – EuropeAid Servicios Contratos, otros I+D+i DG Investigación – Programa Marco I+D • I+D+i:. INVESTIGACIÓN Y DESARROLLO Horizonte 2020 dotado con 80.000 millones de euros. Horizonte 2020 es una inversión en el futuro de la Unión Europea centrado en apoyar las mejores líneas de investigación para ofrecer importantes oportunidades de negocio y mejorar la vida de los ciudadanos. IBEROEKA I+D enfoque en competitividad, principalmente empresas Financiación de la cooperación internacional EN EL ÁMBITO DE LA UNIÓN EUROPEA Horizon 2020 • Asistencia, contratos, suministros, obras: EuropeAid convocatorias específicas (contratos, subvenciones, convocatorias, obras, suministros, etc.) • Cooperación académica (relaciones Universidad-Empresa): ALFA, EDULINK, ERASMUS MUNDUS Erasmus+: Reemplaza 7 Programas de cooperación existentes en los temas de educación, formación, juventud, y está dotado con €19 mil millones de Euros, de los que €1.8 mil millones están destinados a la cooperación internacional. 7 28/11/2014 Horizon 2020 Horizon 2020 MSCA –10 Key Features 1 Open to all domains of research and innovation 2 Bottom-up approach 3 Support to researchers at all stages of their career 4 Open to all institutions from all countries. 5 Opening research careers at European and international level 6 Excellent employment and working conditions, in line with the EU Charter and Code for Researchers 7 Gender balance and equal opportunities 8 Mobility is the key requirement, triple “I””: inter-national, inter-sectorial and inter-disciplinary 9 Plan suitable outreach activities: dissemination and public engagement. 10. Open Research Data Pilot FP7-PEOPLE VS MSCA-H2020 Innovative Training Networks ITN IEF IOF IIF CIG IAPP IRSES COFUND Action 1 ITN Early-stage Researchers Support for doctoral and early-stage training European Training Networks, European Industrial Doctorates, European Joint Doctorates Action 2 IF Experienced Researchers Individual Fellowships Support for experienced researchers undertaking international and inter-sector mobility: European Fellowships and Global Fellowships Dedicated support for career restart and reintegration Action 3 RISE Exchange of Staff Action 4 COFUND Also: Researchers’ Night Research and Innovation Staff Exchange International and inter-sector cooperation through the exchange of staff Co-funding of regional, national and international programmes - Doctoral programmes - Fellowship programmes 8 28/11/2014 MSCA – Call Timetable MSCA useful links Marie Curie Actions Website http://ec.europa.eu/mariecurieactions Call Opens Closes COFUND 2014 10 April 2014 2 Oct 2014 80 M ITN 2015 2 Sep 2014 13 Jan 2015 370 M Horizon 2020 http://ec.europa.eu/research/horizon2020 Budget RISE 2015 6 Jan 2015 28 Apr 2015 80 M IF 2015 12 Mar 2015 10 Sept 2015 215 M COFUND 2015 14 Apr 2015 1 Oct 2015 80 M Calls : http://ec.europa.eu/research/participants/portal/ EURAXESS mobility portal (current opportunity for researchers) http://ec.europa.eu/euraxess/index_en.cfm Marie Curie Alumni Association https://www.mariecuriealumni.eu/ Erasmus+ Capacity Building in Higher Education A streamlined architecture : 3 Key actions Existing programmes Lifelong Learning Programme Grundtvig Education and Culture Date: in 12 pts Leonardo Comenius Erasmus+ 1. Learning Mobility Erasmus Information Day on the external dimension of Erasmus+ Brussels, 4 February 2014 A single integrated programme International higher education programmes: Erasmus Mundus, Tempus, Alfa, Edulink, Bilateral Programmes 2. Co-operation projects 3. Policy Support Youth in Action Programme Specific activities: Education and Culture • Jean Monnet Date: in 12 pts • Sport 9 28/11/2014 KA2 Cooperation for innovation - Higher Education 1. Strategic Partnerships: more intense cooperation between institutions. 2. Knowledge Alliances: structure partnerships between HEI and businesses 3. Capacity Building in HE for neighbourhood countries, Western Balkans and the rest of the world (Asia, Latin America & ACP) Education and Culture What is it about ? (1) HE Strategic Partnerships Raise HEIs capacity to modernise 2 different starting points: Knowledge Alliances University-business cooperation for more innovation Capacity Building in HE Partnerships between HEIs from Programme Countries and Partner Countries for exchange and transfer of experience + Additional MOBILITY STRAND (neighbouring countries) for students and staff Date: in 12 pts 1 - continuation and expansion of the current success stories (Alfa in Latin America, Edulink in ACP countries, Tempus for the neighbouring countries) 2 - a funding mechanism to support cooperation projects between Europe and eligible Partner Countries in Higher Education Education and Culture What is it about ? (2) How does it work? (1) Objectives of the action: - Support the development / modernisation / reform of HE in Partner Countries; - Promote cooperation between Europe and Partner Countries (as well as among Partner Countries); - Promote voluntary convergence with EU developments in HE; - Promote people-to-people contacts, intercultural awareness and understanding Education and Culture Date: in 12 pts Date: in 12 pts - Short and mid-term projects (2 or 3 years) - … put forward by consortia of institutions from Europe AND the Partner Countries - … selected on the basis of open and highly competitive calls for proposal (success rate: approx. 15%) - Each project is coordinated / represented by a coordinating HEIs from Europe or the Partner Countries (power of attorney) Education and Culture Date: in 12 pts 10 28/11/2014 34 Programme Countries from Europe collaborating with… …150 Beneficiary / target / Partner Countries -Neighbourhood countries -Russian Federation -Western Balkans -Asia and Central Asia -Middle East* & South Africa -Latin America -ACP countries How does it work? (2) 5 main principles: - Targets: institutions and systems rather than individuals (not directly a mobility action) - Relevance to needs of countries/institutions - International cooperation as a means (exchange of experience & practice, peer learning inspite of diversity) - Bottom-up approach (voluntary process, grass root initiatives, creating innovation hubs) - Emphasis put on institutional cooperation (institutional commitment, structural & sustainable impact) * Iran, Iraq, Yemen Education and Culture Date: in 12 pts Education and Culture How does it work? (3) 2 categories of projects: Joint Projects: operate at micro level and target higher education institutions in the eligible Partner Countries Structural Projects: operate at macro level and target national higher education systems and policies in the eligible Partner Countries Projects may involve one or more Partner Countries (from the same or different regions) Projects must involve at least 3 different Programme Countries (3 HEIs) Education and Culture Date: in 12 pts Date: in 12 pts How does it work? (4) Type of activities 3 main topics: - Curriculum development activities - Reform of university governance and management - Strengthening relations between HE and the wider socioeconomic environment Main activities: - Training, lecturing - Study visits - Meetings & conferences - Publications, text books - Design of procedures / methodologies, etc. Education and Culture Date: in 12 pts 11 28/11/2014 How does it work? (5) How to apply? Type of funding: the grant is intended to support the - Annual Calls - Apply directly to the Executive Agency in Brussels - Only HEIs can apply on behalf of the consortium costs related to the implementation of the project: - Staff costs Travel costs and costs of stay Equipment costs Other direct and indirect costs First Call launched October 2014 Deadline 10/2 / 2015 - Mobility grants for staff and students in the neighbouring countries Education and Culture Date: in 12 pts Education and Culture Date: in 12 pts Extra Slides by Roberto !!! Education and Culture Date: in 12 pts Education and Culture Date: in 12 pts 12 28/11/2014 Eligible To be considered… countries This action contributes to the development of sustainable and inclusive socio-economic growth in Partner Countries and should ensure development and EU external actions objectives and principles, including national ownership, social cohesion, equity, proper geographical balance and diversity. Special attention will be given to the least developed countries as well as to disadvantaged students from poor socio-economic backgrounds and to students will special needs Education and Culture Education and Culture Date: in 12 pts WHAT IS A CAPACITY BUILDING PROJECT WHAT IS A CAPACITY BUILDING PROJECT • • • Capacity Building Projects are transnational cooperation projects based on multilateral partnerships primarily between higher education institutions (HEIs) from Programme and eligible Partner Countries financed through the above mentioned instruments. They can also involve non-academic partners to strengthen the links with society and business and to reinforce the systemic impact of the projects. Through structured cooperation, exchange of experience and good practices and individuals' mobility, CapacityBuilding Projects aim to: Education and Culture Date: in 12 pts Date: in 12 pts • • • • • support the modernisation, accessibility and internationalisation of the higher education field in the eligible Partner Countries; support eligible Partner Countries to address the challenges facing their higher education institutions and systems, including those of quality, relevance, equity of access, planning, delivery, management, governance; contribute to cooperation between the EU and the eligible Partner Countries (and amongst the eligible Partner Countries); promote voluntary convergence with EU developments in higher education; promote people to people contacts, intercultural awareness and understanding. Education and Culture Date: in 12 pts 13 28/11/2014 WHAT IS A CAPACITY BUILDING PROJECT These objectives are pursued in the eligible Partner Countries, through actions that: improve the quality of higher education and enhance its relevance for the labour market and society; improve the level of competences and skills in HEIs by developing new and innovative education programmes; enhance the management, governance and innovation capacities, as well as the internationalisation of HEIs; increase the capacities of national authorities to modernise their higher education systems, by supporting to the definition, implementation and monitoring of reform policies foster regional integration and cooperation across different regions of the world through joint initiatives, sharing of good practices and cooperation Education and Culture Date: in 12 pts JOINT PROJECTS aimed at producing outcomes that benefit principally and directly the organisations from eligible Partner Countries involved in the project. These projects will typically focus on 3 different types of activities: curriculum development; modernisation of governance, management and functioning of HEIs; strengthening ofrelations between HEIs and the wider economic and social environment. Education and Culture Date: in 12 pts STRUCTURAL PROJECTS aimed at producing an impact on higher education systems and promoting reforms at national and/or regional level in the eligible Partner Countries. These projects will typically focus on 2 different categories of activities: * In the case of CapacityBuilding Projects targeting the eligible Partner Countries from Regions 1, 2 and 3 (see section "Eligible Countries" in Part A of this Guide), both categories of projects (Joint Projects and Structural Projects) may include, in addition, a Special Mobility Strand modernisation of policies, governance and management of higher education systems; strengthening of relations between higher education systems and Education and Culture Date: in 12 pts Education and Culture Date: in 12 pts 14 28/11/2014 ACTIVITIES JP ACTIVITIES JP development, testing and adaptation of: • curricula, courses, learning materials and tools; • learning and teaching methodologies and pedagogical approaches, especially those delivering key com-petences and basic skills, language skills, entrepreneurship education and focusing on the use of ICT; • new forms of practical training schemes and study of real-life cases in business and industry; • university-enterprise cooperation, including the creation of business start-ups; • new forms of learning and providing education and training, notably strategic use of open and flexible learning, virtual mobility, open educational resources and better exploitation of the ICT potential; • guidance, counselling and coaching methods and tools; • tools and methods for professionalization and professional development of academic and administrative staff; Education and Culture new governance and management systems and structures; modern university services e.g. for financial management, international relations, student counselling and guidance, academic affairs and research; strengthening of the internationalisation of HEI and the capacity to network effectively in research, scientific and technological innovation (international openness of curricula, student services, inter-institutional mobility schemes, scientific cooperation and knowledge transfer…); upgrading of facilities necessary to the implementation of innovative practices (e.g. for new curriculum and teaching methods, for the development of new services, etc.); organisation of staff trainings involving teaching and support staff, technicians as well as university administrators and managers. • • Education and Culture Date: in 12 pts Date: in 12 pts ACTIVITIES SP * Curriculum reform projects, in particular, are expected to include training for teaching staff and address related issues such as quality assurance and employability of graduates through links to the labour market. Study Programmes must be officially accredited before the end of the project time life. The teaching of new or updated courses must start during the life time of the project with an adequate number of students and retrained teachers and has to take place during at least one third of the project duration. Training during curriculum reform projects can also target administrative personnel such as library staff, laboratory staff and IT staff. Education and Culture Date: in 12 pts • strengthening of internationalisation of higher education systems; introduction of Bologna-type reforms (three-level cycle system, quality assurance, evaluation, etc.); implementation of transparency tools such as credit systems, accreditation procedures, guidelines for the recognition of prior and nonformal learning etc.; establishment of National Qualification Frameworks; development and implementation of internal and external quality assurance systems/guidelines; development and implementation of new approaches and tools for policy making and monitoring, including the establishment of representative bodies, organisations or associations; strengthening the integration of education, research and innovation. Education and Culture Date: in 12 pts 15 28/11/2014 ACTIVITIES SP ROLE OF ORGANISATIONS…. • In more concrete terms, these activities can include: surveys and studies on specific reform issues; policy and expert advice; organisation of conferences, seminars, workshops, round tables (which should result in operational conclusions and recommendations); organisation of staff trainings on policy issues; organisation of staff trainings (which may include the production of training manuals and guidelines) involving teaching and support staff, technicians as well as university administrators and managers; organisation of awareness-raising campaigns. Education and Culture Date: in 12 pts • • Depending on their objectives, Capacity Building Projects should involve the most appropriate and diverse range of partners in order to benefit from their different experiences, profiles and specific expertise and to produce relevant and high quality project results It will be important to ensure an equitable and active involvement of the different partners based on a suitable distribution of tasks and a clear demonstration of networking capacities and in order to increase impact, to be able to draw on all the different levels of the partnership and not just on individual participation…. HEIs from the eligible Partner Countries are encouraged to act as applicants, providedthat they have the financial and operational capacity required. Education and Culture ELIGIBILITY CRITERIA ELIGIBILITY CRITERIA ? any public or private organisation offering higher education degrees or other rec-ognised tertiary education level qualifications (defined as higher education institution and recognised as such by the competent authority) ? any public or private organisation active in the labour market or in the fields of education ,training and youth. • Education and Culture Date: in 12 pts Date: in 12 pts The following types of participating organisations can apply for a grant: a higher education institution; an association or organisation of higher education institutions; only for Structural Projects: a legally recognized national or international rector, teacher or student organization. established in a Programme or in an eligible Partner Country. This organisation applies on behalf of all participating organisations involvedin the project. Education and Culture Date: in 12 pts 16 28/11/2014 Nº & PROFILE OF PARTICIPANTS • • • Consortia must include at least as many Partner Country HEIs as there are Programme CountryHEIs; At least one eligible Partner Country must be involved in the project. If the project involves more than one eligible Partner Country, these countries can be from the same region99 or from different regions covered by the Action; Projects involving partners from Region 8 (Latin America), must involveat least two Partner Countries from that region in the project. Minimum two HEIs from each of the eligible Partner Countries taking part in the project; In Partner Countries where the number of higher education institutions is lower than 5 or in cases where one single institution represents more than 50% of the overall student population of the country, a derogation to the rule will be applied and applications counting only one HEI for those countries will be accepted; At least three Programme Countries with minimum one HEI from each of the Education Programme Countries taking part in the project. Date: in 12 pts and Culture Nº & PROFILE OF PARTICIPANTS Only for Structural Projects: In addition to the requirements above, Structural Projects must also involve, as part-ners, the Ministries responsible for higher education in each of the eligible Partner Countries targeted by the project. Education and Culture DURATION • • DEADLINE Capacity Building Projects can last 2 or 3 years. The duration must be chosen at application stage, based on the objective of the project and on the type of activities foreseen over time. As a general rule, no extensions to the eligibility period beyond the defined duration will be granted. However, if after the signing of the agreement and the start of the project it becomes impossible for the coordinator, for fully justified reasons, to complete the project within the scheduled period, an extension (maximum 12 additional months) to the eligibility period may be exceptionally granted. Extensions of the eligibility period will only be granted once. Education and Culture Date: in 12 pts Date: in 12 pts 10/2/2014 Education and Culture Date: in 12 pts 17 28/11/2014 PRIORITIES • • • PRIORITIES Depending on the countries involved in the project, national, regional or cross cutting priorities may be defined for both categories of projects (Joint Projects and Structural Measures). Should this be the case, projects will have to demonstrate how and to which extent they address these priorities. Proposals not respecting the national and/or regional and crosscutting priorities will not be considered for fund-ing. Four categories of national/regional priorities are proposed, covering the following areas: The detailed list of priorities applying to Capacity Building projects…... A maximum of three project proposals per applicant organisation will be recommended for funding. Subject areas (for curriculum development); Improving quality of education and training; Improving management and operation of higher education institutions; Developing the higher education sector within society at large. Education and Culture Date: in 12 pts Education and Culture Date: in 12 pts Conclusiones • El Fundraising debe de tener un enfoque institucional; • Las principales oportunidades de cooperación internacional se encuentran en la marco de los programas de la Unión Europea; • H2020 es el cauce natural para desarrollar actividades de cooperación científica internacional; • Erasmus+ es el cauce natural para desarrollar actividades de fortalecimiento internacional Education and Culture Date: in 12 pts 18 28/11/2014 GRACIAS 19