Key Action 2 VET, Adult education & Youth. Start-up Seminar 29 January 2015

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1 Key Action 2 VET, Adult education & Youth Start-up Seminar 29 January 2015

2 Welcome and introductions

3 Morning Agenda 10:45 a.m. Overview of the 2014 Call 11:00 a.m. Managing your Grant (Grant Agreement & its annexes, consortium management) 11:45 a.m. Coffee break 12:00 noon Managing your Grant (budget, grant changes, monitoring & reporting) 12:45 p.m. Mobility Tool+ & VALOR 1:00 p.m. Lunch and networking

4 Afternoon Agenda 1:50 p.m. Support Networks (ECVET, EPALE) 2:10 p.m. Impact Assessment 2:25 p.m. Coffee break 2:45 p.m. Panel Discussion 3:30 p.m. Dissemination 4:00 p.m. Close (Use of Social Media)

5 Overview of Erasmus+ and 2014 Call

6 Erasmus+ is for Vocational education and training Higher education Youth Adult education Schools Sport

7 Strategic Partnerships - Key Characteristics Enhanced role of the coordinating organisation Broad consistency in approach across all fields Variations in Youth (deadlines and project duration) Flexibility supported by a range of cost headings Working with partners in Europe and beyond Cross-field Strategic Partnerships

8 Strategic Partnership Project Activities Curriculum/course development Learning, teaching, training, youth work methods, approaches and tools Collaboration and peerlearning Capacity building and networking Information, advice and guidance activities Surveys, evidence gathering, case studies Development of standards and profiles Improvement of qualification frameworks Teaching, training and learning activities

9 Strategic Partnerships in 2014 Field No. of applications No. of approved projects % of approved projects VET % Adult ed % Youth %

10 The Role of the NA To promote the Erasmus+ programme in the UK To provide information, advice and guidance To manage project assessment and selection To make payments to projects and conduct audits To undertake on-going monitoring of projects To disseminate and exploit results

11 The Role of the Beneficiary Responsible for project implementation, monitoring, reporting Ensuring a strong, committed partnership Ensuring project outcomes are consistent with those initially defined On-going evaluation Dissemination of results

12 Your Grant Agreement and Annexes Jessica Keller Senior Project Manager

13 Overview Grant Agreement and Structure Part 1: Key Articles of the Grant Agreement Part 2: Key Articles of the Grant Agreement Grant Agreement Annexes

14 Type Grant Agreement Multi-beneficiary agreements All partners of the consortium are beneficiaries of the agreement Structure: Part I: Special Conditions Part II: General Conditions Annexes (Tailored) (Fixed) (Integral part of Grant Agreement)

15 Part I: Special Conditions Key Articles of the Grant Agreement

16 Article I.3.2 Budget Transfers Offer some flexibility to transfer budget between headings Are not considered a formal amendment to the Grant Agreement Conditions and restrictions apply! Article I.4 Reporting and Payments Reporting deadlines and requirements Timescales and conditions for payment Penalties for failing to meet the reporting deadlines Rules around currency conversion

17 Article I.9 - Use of Results and IPR Article II.8 Rights and Ownership Beneficiaries own rights to project results but are required to: Provide free, open, online access to any educational materials produced by the project List all rights of ownership, including any pre-existing IPR, and disclose the list to the National Agency Ensure you have all the rights to use any pre-existing IPRs Grant the Union and the NA the right to use the results of the project and any pre-existing IPR

18 Mobility Tool: Article I.10 Use of IT Tools Reporting tool for all actions For interim and final reports Dissemination Platform (VALOR): Compulsory upload of project results by coordinator Limited editing rights Publication by NA

19 Article I.XX Additional Provisions Required by National Law Beneficiaries are expected to follow these policies throughout the lifetime of the project. Data Protection Equal Opportunities Health and Safety Protection of Children and Vulnerable Adults

20 Part II: General Conditions Key Articles of the Grant Agreement

21 Article II.1 Roles and Obligations Beneficiaries must: Make internal arrangements to ensure the successful delivery of the project, e.g. partnership agreements Keep the coordinator informed of any changes or issues that could impact on delivery Submit any documents or information required by the coordinator without delay Coordinator must: Ensure the project is implemented in line with the terms of the Agreement Be the intermediary between the beneficiaries and the NA Make payments to other beneficiaries without unnecessary delay Provide all necessary documents in the event of checks or audits

22 Article II.7 Visibility of Union Funding Beneficiaries must acknowledge European funding and display the EU logo on project publications, results or materials The grant agreement includes links to EC guidelines on use of the logo and graphic identity All project materials and publications produced by the project must include a disclaimer to indicate that the contents reflect only the views of the author and not of the NA or EC.

23 Article II.12 Assignment of Claims for Payments to Third Parties Claims for payments from third parties should be made to the coordinator/beneficiary Any third party claim for payment to the NA should be duly justified and must be accepted by the NA If accepted by the NA, the beneficiary/coordinator is still responsible for complying with the requirements of the Agreement

24 Article II.14 Suspension of the Project Suspension of the project can be initiated by either the NA or the beneficiary, in the circumstances outlined in the agreement Either party must formally notify the other, explaining the reasons and the conditions/likely timescales for resuming the project Costs incurred during the period of suspension will not be covered by the grant If the project resumes, beneficiaries must request an amendment to the Grant Agreement and the NA will need to approve the changes

25 Article II.15 Termination of the Agreement The Agreement with one or more beneficiaries can be terminated by the coordinator or the NA Any request for termination by the coordinator must be duly justified and accepted by the NA If the NA decides to terminate the agreement, the coordinator will be formally notified and can submit observations If the NA decides to pursue the termination, the coordinator will be advised of the reasons, the date of termination and the effects/any action required

26 Grant Agreement Annexes Annex I: Description of the Project Annex II: Estimated budget Annex III: Financial and Contractual rules Annex IV: Templates beneficiary/participant agreements (if applicable) Annex V Mandates Annex VI List of other beneficiaries

27 CONSORTIUM MANAGEMENT BEST PRACTICES William Robb A Coordinator s Experience

28 KEY CONSIDERATIONS

29 PROJECT 1 - BRIEF OVERVIEW A UK Leonardo project submission was approved in 2009 and successfully developed with project partners and contributing voluntary partners the Evaluation and Implementation of Chainsaw Operators Certification through to completion in 2011.

30

31 Total partners - 9 eight core partners, one associated partner from 6 countries: UK, DK, BE, DE, ES, NL 2 partners from BE merged together before start of the project effect changed budget & contract for partners, total number of partners: 8 One partner did not want to specify tasks in the partner agreement During the beginning of the project the representative of DK partner was seriously ill effect changed allocation of tasks Allocation of WP2 (research), WP6 (QA) re-allocation of tasks

32 Planned meetings - 7 (4 management; 1 technical; 1 dissemination; 1 meeting with NA) Actual meetings - 17 (8 management; 4 technical; 5 dissemination) includes virtual partner meetings

33 CONFLICT RESOLUTION Some partners did not contribute to the WP2 (research, analysis). Some partners requested a budget amendment to support those with the extra workload which was agreed at a management meeting & with the UK NA. The main problem encountered was gaining full partner agreement on the most appropriate structure for the organisation to act as an umbrella body for chainsaw skills certification. The external evaluator raised a discussion paper on a 2nd option. Unfortunately this led to a strong difference in opinions within the partnership. This was finally resolved within the partnership following an extra management meeting hosted in London after consultation with the UK NA Project Officer. A tentative agreement was reached in time before the final meetings in September 2011 and allowing them to progress smoothly.

34 Not all partners contributed adequately to the progress, interim, final reports. Templates circulated, reviewed & updated regularly. Post-project due to failure in the London agreement some of the partners continued with the development of the organisational structure proposed by the external evaluator & ABA International was founded in 2012 as a result This has continued the sustainability of the project products and has been highly successful with current involvement from VET organisations representing over 20 different countries including Canada. E-tools developed include an international skills passport (e-passport) for certificate holders (not only chainsaw awards) and development of a new electronic knowledge hub (e-hub) as a resource for skills trainers & assessors.

35 e-hub e-passport

36 PROJECT 2 - BRIEF OVERVIEW A UK Leonardo project submission was approved in 2011 and successfully developed with project partners and contributing voluntary partners the Development of European occupational training & assessment standards for registered Independent LOLER inspectors in the workplace (LOLER) through to completion in 2013.

37

38 Total partners 6 partners changed to 7 partners during the project (due to no contribution from one partner & resultant delay in expected outcomes) from countries: UK, CZ, DK, IE, IT, ES Allocation of WP2 (research) effect changed allocation of tasks and budget Lessons learned: Partner selection needs to consider motivation, relevant skills and most importantly commitment to the project

39 Planned meetings - 8 (4 management; 3 technical; 1 dissemination) Actual meetings - 16 (4 management; 7 technical; 5 dissemination) includes virtual partner meetings

40 Partner Agreements Only with one partner who requested it (University) Lessons learned: It is good practice to sign agreements with all partners & discuss details with each individually Other: One partner had an undeclared conflict of interest relating to some of the product research Lessons learned: A face to face meeting was organised with the legal representative of the partner and the issue was solved. Critical point here was that the research IPR was covered in the contract

41 RESULTS LOLER certification & products have been integrated into the ABA International framework and adopted by partners this includes City & Guilds following acceptance by the UK Health & Safety Executive therefore sustainability is ongoing Recently trained instructor/assessors include representatives from Poland, Latvia, Slovenia, Ireland, Croatia & requests from instructors from African universities New Rope Inspector device due for production in 2015: will improve current inspection methods

42 TIPS FOR COORDINATORS Select the right partners AND ALWAYS CHASE THEM Sign partner contracts which contain clear roles, responsibilities AND TASKS Ensure budget distribution for partners is based on their workload and contribution to the project activities and results. Don t be scared to make amendments where necessary Ensure partners get involved in the WORKLOAD REQUIRED TO COMPLETE the progress/interim/final reports Ensure regular contact is maintained with PARTNERS & the UK NA PROJECT OFFICER

43 CONSTANTLY evaluate & record feedback Develop a Project Steering Committee to maintain oversight & share responsibility Stick to your Management Plan & Application Form but don t be scared to CHANGE the MP where necessary & REVIEW it at each partner meeting Identify potential problems at an early stage & always inform the UK NA Project Manager Use a Bite Size management approach. Break the project down into a serious of smaller outcomes, use focus groups & deadlines

44 GOOD LUCK!

45 Financial Management Francesca Menozzi Project Manager

46 Overview Financial management of your project Eligibility of expenses (eligible and ineligible costs) Budget categories and required documentation

47 General Principles of Financial Management

48 Reference Documents 2014 Erasmus+ Programme Guide Grant Agreement (GA) GA Annexes: o II Estimated budget o III Financial and Contractual rules o IV Templates for agreements between beneficiaries and participants (if applicable)

49 Your KA2 Grant Stated in Annex II and Article I.3.I Made up of unit contributions and reimbursement of eligible costs actually incurred Non retroactivity, non-cumulative, no-profit and cofinancing All grant payments from the NA are in Euros

50 Annex II Budget items Total per project, in Euros Project management and Implementation 36, Transnational project meetings 22, Intellectual Outputs 66, Multiplier events 25, Travel 4, Subsistence 8, Linguistic support 0.00 Special Needs Support 0.00 Exceptional Costs 10, Total Calculated 173, Total Granted 173,087.00

51 General Principles of Financial Management General obligations and role of beneficiaries (Art. II.1.1, II.1.2, II.1.3) Checks and audit provisions, including duty to keep documents (Art. II.20) Economy, efficiency, best value for money, etc. Sound internal financial monitoring/reporting and maintaining financial records and supporting documents

52 Eligible Costs Incurred by the beneficiary Incurred during the project lifetime (Art. I.2.2) Indicated in Annex II (or eligible following budget transfers) Necessary for the project implementation Identifiable and verifiable No overlapping between unit costs and actual costs Pre-financing guarantee and VAT if not recoverable under applicable national legislation

53 Ineligible Costs Debt and debt service charges Interest owed Exchange losses Costs of opening and operating bank accounts Costs declared within another project receiving a grant from EU budget Contributions in kind from third parties VAT, when is recoverable under the applicable national VAT legislation

54 Budget Categories

55 Project Management and Implementation Transnational Project Meetings Unit costs Intellectual Outputs (if applicable) Multiplier Events (if applicable) Training, Teaching and Learning Activities (if applicable) Special Needs Support (if applicable) Exceptional Costs (if applicable) Real costs

56 Project Management and Implementation Eligible Costs Financing Mechanism Project management Small scale learning/teaching/training materials, tools, approaches etc. Virtual cooperation and local project activities information, promotion and dissemination Max 2,750 per month Unit costs Calculation Total number of months of the project multiplied by applicable unit contribution : 500 for Co-ordinator 250 for Partner Triggering Event Activities and outputs were developed/produced as planned and approved by NA Supporting Docs Description of undertaken activities and produced outputs in final report Outputs uploaded in the Dissemination Platform and, depending on nature, available for checks and audits at the premises of the beneficiaries

57 Transnational Project Meetings Eligible Costs Financing Mechanism Calculation Triggering Event Supporting Docs Partnership meetings, hosted by one of participating organisations Need for meetings (including number) and number of participants to be justified Max 23,000 per year (pro-rata adjustment for shorter projects) Unit costs Number of participants multiplied by applicable unit contribution: 575 for 100 to 1999KM 760 for 2000KM or over EC distance calculator: ec.europa.eu/programmes/erasmus-plus/tools/distance_en.htm The participant actually participated in the meeting and undertook reported travel. A. Travel between sending and receiving organisation: declaration signed by receiving organisation with participant name, activity purpose and starting/end date B. Travel from/to a different location of sending/receiving organisation: as above plus travel itinerary tickets or other invoices specifying place of departure and arrival reason provided

58 Intellectual Outputs (IOs) Eligible Costs Financing Mechanism Calculation Triggering Event Supporting Docs IOs approved by NA in Annex I Attention to manager and administrative costs Tangible deliverables, substantial in quality and quantity Unit costs Number of staff days of work multiplied by applicable unit contribution (per category/country) See Annex III for rates. IO was produced as planned and is of an acceptable quality level, as per NA evaluation IOs uploaded in Dissemination Platform and, depending on nature, available for checks and audits at the premises of the beneficiaries Time sheet per person: name, category of staff, dates, total n. of days of work Type of employment contract, voluntary work, etc., as registered in the organisation s official records

59 Multiplier Events Eligible Costs Financing Mechanism Calculation Triggering Event Supporting Docs Multiplier events approved by NA in Annex I National and transnational conferences/seminars/events to share and disseminate IOs Taking place in organisations Programme Countries Max 30,000 per project Unit costs Number of participants from organisations other than participating organisations multiplied by applicable unit contribution: 100 for local participants 200 for international participants Multiplier event took place as planned and is of an acceptable quality level, as per NA evaluation Description of the event in the final report Participants list signed by the participants with: - name, date and place of event - for each participant: name, , signature, name/address of organisation Detailed agenda and documents used and/or distributed at the event

60 Training, Teaching and Learning activities Eligible Costs Activities approved by NA in Annex I Blended mobility combining short-term physical mobility (5 days to 2 months) with virtual mobility; long-term mobility of youth workers (2 to 12 months); short-term joint staff training events (5 days to 2 months). Taking place in in organisations countries, but activities of learners and long-term activities of staff or youth workers from/to Partner Countries not eligible. Participants need a direct formal link with the organisation and this needs to be demonstrated but such formal link is not required for young people in blended mobility and youth workers in short-term staff training events. Financing Mechanism Unit costs

61 Training, Teaching and Learning Activities Travel Individual support Linguistic support Calculation Number of participants multiplied by applicable unit contribution: 275 for 100 to 1999KM 360 for 2000KM or over EC distance calculator number of days/months per participant multiplied by applicable unit contribution (per day/month, type of participant and host country) total number of participants multiplied by applicable unit contribution: 150 per participant See annex III for rates. Triggering Event The participant has actually undertook the reported travel The participant has actually undertook the activity abroad The participant actually undertook an activity abroad over 2 months and language preparation in the language of instruction or work abroad

62 Training, Teaching and Learning Activities Travel Individual support Linguistic support Supporting Docs A. Travel between sending and receiving organisation: declaration signed by receiving organisation with participant name, activity purpose and starting/end date. B. Travel from/to a different location of sending/receiving organisation: as above plus travel itinerary tickets or other invoices specifying place of departure and arrival reason provided Declaration signed by receiving organisation with participant name, activity purpose and starting/end date Declaration signed by course provider with participant name, language taught, format and duration of support or Invoice for purchase of learning materials with: language, name/address of the body issuing the invoice, amount and currency, date of invoice or if support provided directly by organisation declaration signed dated by the participant with name, language taught, format and duration of support

63 Special Needs Support Eligible Costs Financing Mechanism Calculation Costs directly related to participants with disabilities, indispensable to allow them to participate in the project Additional to costs supported by a unit contributions Accompanying persons Real costs Reimbursement of 100% of the eligible costs actually incurred Supporting Docs Invoices of the actual costs incurred with: name and address of body issuing the invoice amount and currency date of invoice

64 Exceptional Costs Eligible Costs Sub-contracting and purchase of goods/services as approved by the NA in Annex II Financial guarantee, if required Cost related to depreciation costs of equipment or other assets (new or second-hand) as recorded in the accounting statements of beneficiary, under conditions Financing Mechanism Calculation Supporting Docs Real costs Reimbursement of 75% of eligible costs actually incurred or (excluding costs of financial guarantee, if required) - whichever is the lowest Sub-contracting: invoices of actual costs incurred with name/address of body issuing the invoice, amount and currency, date of invoice Financial guarantee: proof of the cost the financial guarantee issued by body providing the guarantee, specifying name/ address of the body, amount and currency, date and signature of legal representative of the body Depreciations costs: proof of the purchase, rental or lease of the equipment, as recorded in organisation s accounting statements, justifying that these costs correspond to the project period and rate of actual use for project purposes

65 Other Provisions

66 Sub-contracting Procurement rules are outlined in Article II.9 Subcontracts should be awarded on the basis of best value for money and where there is no conflict of interest All documents must be retained for possible audits and checks The sub-contracting of project and financial management activities are not eligible

67 Suggestions for Good Financial Management Use a project specific Euro bank account Outline financial arrangements in partnership agreements Appoint a Financial Officer Develop internal financial monitoring systems Maintain all financial records and audit trail Contact your Project Officer if in doubt.

68 Changes to your Grant Gavin Askew Project Manager

69 Amendments to the Agreement Amendments can be broken down into two groups Change Requested Minor Significant change Contact person Legal signatory Bank details Beneficiary Organisation name & address Project activities European partner withdrawal Project duration Reporting schedule Project budget (when outside of the parameters set out in Article 1.3)

70 Budget Transfers (Article 1.3) Transfer up to 20% of allocated funds from all budget headings to any other budget category with the exception of budget categories Project Management and Implementation and Exception Costs. Budget transfers shall result in an increase of maximum 20% of the amount awarded to that budget category as specified in Annex II Funds can be transferred to the Special Needs support, even when nothing has been previously allocated as per Annex II

71 It s important to remember... Changes to your project should be kept to a minimum Any changes to the project or the consortium should not substantially change the quality and viability of the project or the project objectives Any changes must be made inline with the relevant contractual rules outlined in your Grant Agreement and its annexes Contact your Project Officer if in doubt to prevent any changes being deemed ineligible.

72 Instructions for Quiz URL: Room Number: 62596c4d Include your name Questions are multiple choice or true/false Some questions have more than one correct answer! Have fun!

73 Monitoring and Reporting Menzi Sigelagelani Project Manager

74 Monitoring Overview Your Monitoring Responsibilities National Agency Monitoring Activities Monitoring Calls and Visits

75 Your Monitoring Responsibilities As Coordinator you are required to: Ensure the project is implemented in accordance with the Grant Agreement Be the intermediary for all communications between the beneficiaries and the NA Provide all necessary documents in the event of any NA checks and audits

76 National Agency Monitoring Activities Mobility Tool+ Monitoring Calls Monitoring Visits Checks and Audits

77 Monitoring Calls & Visits Monitoring Calls Check progress of the project Identify any changes or difficulties Monitoring Visits Reviews the progress of the project against the original objectives set out in the application Covers key areas of the project implementation

78 Reporting

79 Reporting Overview Types of Reports Submission of Reports Checks and Audits Non-submission of Documents Final Report Scoring Key Points

80 Progress Reports Interim Reports Final Reports Types of Reports

81 Submission Dates Progress Reports are due 30 days after the reporting period as identified in the Grant Agreement Interim reports are due 60 days after the halfway point of project Final reports are due 60 days after the end date of the project

82 Non-submission of Documents 1st stage: The NA shall send a formal reminder within 15 calendar days of any deadline missed regarding the Progress, Interim or Final report. 2nd stage: Failure to submit such a request within 30 calendar days following this reminder may result in the NA terminating the Agreement and request a refund.

83 Checks and Audits A sample of projects will be selected for additional checks and audits Checks involve a financial review on project activities For checks and audits the coordinator must supply supporting documents in original, including supporting documents for partners

84 Final Report - Scoring Score Corresponding reduction in total final amount of eligible expenses % % %

85 Reporting Key Points Familiarise yourself with the reporting requirements for your project All reports must be completed in English and submitted to the UK National Agency Work with your partners to complete reports Ask us if you are unsure about anything!

86 IT Tools: Mobility Tool+ Kim Whitehall Project Manager

87 What is the MT+? Mobility Tool+ is an online system for management of projects that receive an EU grant under the Lifelong Learning and Erasmus+ Programmes. MT+ will be used to: provide all the information about projects identify participants and any mobilities complete and update budget information generate and follow up participants reports if required generate and submit interim and final reports to the National Agency

88 Accessing the MT+ Accessed through ECAS The ECAS account needs to be registered to the project contact person s address You will receive an from the MT+ and then you can log in with your ECAS password at

89 Home Search = Ctrl-F

90 Project Details

91 Organisations

92 Contacts

93 Import Export

94 Your MT+ responsibilities Creating and managing your ECAS account Accurately reporting project activities in MT+ Alerting the NA to any problems completing the MT+ Completing Interim and Final reports

95 IT Tools: VALOR Kristina Lukacova Assistant Project Manager

96

97

98 Dissemination Platform Website address: Article I.10.2 outlines project requirements for the Dissemination Platform Project results must be uploaded FAQs are available and further instructions and guidance will be provided by the NA.

99 EPALE Kathleen Wabrowetz Theme Project Manager, EPALE NSS

100 EPALE eplatform for Adult Learning in Europe 29 January 2015, Kathleen Wabrowetz With the support of the Erasmus+ Programme of the European Union

101 What is EPALE? A new multilingual community of adult learning professionals An online resource of adult learning material An area to share and exchange best practice with other adult education professionals in Europe A networking tool Funded by European Commission

102 EPALE Objectives EPALE is designed to become the reference point on adult learning in Europe, and should become essential to any professional in the field. With the support of the Erasmus+ Programme of the European Union

103 Who is it for? Professionals involved in organising, funding or delivering adult education Providers and their staff National associations of AE Universities / researchers Media / journalists Policy-makers Local administrations EPALE is not. Targeted at adult learners Just about LLP or Erasmus+ projects and stakeholders With the support of the Erasmus+ Programme of the European Union

104 What it offers Main pages (home, about, user directory) Open membership Calendar of events Newsroom (blog) EPALE glossary Interactive FAQs enewsletter Resource centre With the support of the Erasmus+ Programme of the European Union

105 Why register? Meet and exchange with other adult learning professionals Access to high quality tools and resources Learn about events, news and latest developments in the adult learning sector Participate in online theme based discussions Search for Erasmus+ project partners With the support of the Erasmus+ Programme of the European Union

106 EPALE Themes With the support of the Erasmus+ Programme of the European Union

107 Join the EPALE community! ec.europe.eu/epale For any questions or queries, contact our helpline: Phone: With the support of the Erasmus+ Programme of the European Union

108 With the support of the Erasmus+ Programme of the European Union Any questions?

109 ECVET Katherine Latta Head of European Programmes, UK NARIC

110 Recognition of Learning Outcomes: Europass and ECVET Katherine Latta Head of European Programmes, UK NARIC and member of the UK team of ECVET Experts

111 Europass Portfolio Curriculum Vitae Language Passport Europass Mobility Diploma Supplement Certificate Supplement

112 Europass Mobility Often used to record work placements abroad and Erasmus+ placements Completed by the organisations responsible for organising and hosting the experience Helps individuals to identify key skills when applying for work and study Intended for any person undergoing a mobility experience whatever their age or level of education

113 Europass Mobility 1 2 Sending Organisation ( Sending Partner ) Registers at the Europass Mobility Registration page at org.uk/mobility/ 3 Partially completed Europass Mobility documents are automatically ed to the Sending Organisationinstructions for completing the document are attached 7 The Sending Organisation stamps or signs the Europass Mobility Document before issuing it to the holder in paper and/or electronic form and stores the completed document as appropriate The Sending Organisation completes sections 1 to 4 of the Europass Mobility Document (where it has not automatically been completed as part of the online registration) 6 4 The Host Organisation ( Host Partner ) returns the Europass Mobility Document to the Sending Organisation ( Sending Partner ) The Sending Organisation sends the Europass Mobility Document to the Host Organisation and the individual participants take part in the mobility programme. 5 The Host Organisation completes either section 5a or 5b of the Europass Mobility document and signs or stamps the document

114 Europass Certificate Supplement A supplement to a vocational qualification certificate Specific to the qualification rather than the individual Can be issued in paper format on graduation, or made available from an online database Provides additional information on the qualification, in particular: Content, key skills and grading, Level with in the NQF and information on the issuing awarding body, The function of the qualification and any professional status. Aids recognition of qualifications Helps employers and education providers understand the level and content of qualifications

115 ECVET the European Credit System for VET VET programme in the UK Placement in the Netherlands Memorandum of Understanding (agreement between competent institutions) Learning Agreement (based on units of Learning Outcomes (LOs)) Validation of LOs Recognition of LOs Accumulation of LOs Learners Personal Transcript (Europass) Assessment of LOs Credit for LOs

116 ECVET: the building blocks ECVET is based on Learning outcomes: Statements of what a learner knows, understands and is able to do on completion of a learning process Unit: Components of qualifications. A coherent set of knowledge, skills and competence that can be assessed and validated Credit: For units which have been assessed, and which can be accumulated towards a qualification or transferred to other learning programmes or qualifications

117 ECVET steps for mobility From (2013)

118 ECVET tools for recognition

119 Questions? Katherine Latta Head of European Programmes, UK NARIC For further information and guidance:

120 Erasmus+ UK Programme Impact Assessment Steven Murray Erasmus+ Impact Assessor

121 Overview 1. What is Impact Assessment? 2. Impact Assessment at the NA 3. NA Impact Assessment and Projects

122 What is Impact Assessment?

123 What is Impact Assessment? The process of examining the effect of a Programme or activity on individuals, organisations or society. These effects may be positive or negative, intentional or accidental, short or long-term. Assessing Impact allows us to judge whether an intervention has been successful, to what extent and in what way.

124 NA Impact Assessment Activities

125 Impact Assessment at the NA Logic Model & Indicator Framework Research & Evaluation projects Programme statistics Cooperation with other NAs and the EC

126 What is a Logic Model? a systematic and visual way to present and share your understanding of the relationships among the resources you have to operate your program, the activities you plan, and the changes or results you hope to achieve. Source: W.K. Kellogg Foundation

127 Example Source: W.K. Kellogg Foundation

128 Indicator Framework An essential part of the Logic Model. Demonstrates how we will measure outputs, outcomes and impacts. Clearly demonstrates the [assumed] links between outputs, outcomes and impacts. Allows us to build a clear picture of, and track, the intended impacts. Helps identify potential gaps in our evidence gathering.

129

130 NA Impact Assessment & Projects

131 Impact Assessment & Projects Projects are expected to measure their own impact but they re not required to do additional activity specifically for National Agency Impact Assessment activities. We would like you to align your Impact Assessment with the UK Erasmus+ Logic Model and Indicator Framework where possible. We may ask you to share your Impact Assessment reports with us or to participate in some of our research projects.

132 Impact Assessment & Projects Online information & resources at UK Erasmus+ Programme Logic Model and Indicator Framework Programme statistics Reports & research tools Links to research and evaluation resources

133 Contact

134 Contact Details Steven Murray Erasmus+ Impact Assessor T: E:

135 Dissemination and Communication Resources Jonathan Lear Communications Assistant Project Manager

136 Promotion and dissemination Congratulations on starting your successful project How we can help? National Agency communications resources and activities.

137 Erasmus+ website

138 How we can help Showcase your project case studies Feature these in our newsletters and publications Help promote them on Twitter, Facebook, YouTube and more.

139 E-newsletter- sign up now! Receive the latest Erasmus+ and sector specific news Stay up-to-date with deadline reminders, online booking for events and webinars Feature your project news.

140

141 Social media channels Follow us on / Like us on Facebook: View our YouTube channel: Follow us on Storify:

142 Community events and webinars Learning Networks Support webinars Annual Conference

143 Thank you!

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