Annex III EU/US ATLANTIS Programme Cooperation in Higher Education and Vocational Training 2010 PROGRESS REPORT for an Excellence in Mobility project PROJECT REFERENCE Agreement Number: Project Title: 200_ / EU lead institution: EU - partners involved: US lead institution: US partners involved:
General instructions 1. Overview The Progress Report for the project comprises the following parts: Part 1 Part 2 Part 3 Checklist for the filling-in of the progress report. A description of the project activities, products and results during the reporting period and schedule for the remaining period. The budget situation and financial plan for the remaining period. Two progress reports are required for agreements having an eligibility period of three years. Note: When you will be filling in the second progress report, you should use the first Progress report as a starting point. Add new information where appropriate, for example in italics, clearly showing where new information begins. 2. General guidance You should carefully read the Administrative and Financial Handbook annexed to the agreement before filling in the reporting form. The Progress Report is submitted by the Beneficiary on behalf of all the organisations participating in the project. The declaration on the following page confirms that a process of consultation and approval has been carried out throughout the partnership. It is therefore important that the required information should be collected in good time before the deadline for submission of the Progress Report. One original and two paper copies of the Report must be sent no later (as per postmark) than by the deadline specified in the agreement to: EDUCATION, AUDIOVISUAL AND CULTURE EXECUTIVE AGENCY TEMPUS and BILATERAL COOPERATION WITH INDUSTRIALISED COUNTRIES MAIL ADDRESS: Avenue du Bourget n 1 BOUR 02/17 B 1140 Brussels Send an electronic copy of the report to: EACEA-EU-US@ec.europa.eu When applicable, you have to attach to your Report two copies of outputs finalised during the reporting period. If you refer to web sites, User ID's and Passwords should be given for all private areas. You are strongly advised to send your Reports by registered post to ensure a record of postage. Additionally, you are advised to keep a copy of the full report, including any annexes. Please note that a late submission of the Report may result in penalties or even cancellation of the Financial Agreement, in accordance with the general conditions of the Agreement. 3. Notice The approval of the Progress Report by the Executive Agency is without prejudice to the Executive Agency's right to suspend the activities of a project, terminate an agreement or take any other appropriate step should subsequent verifications reveal problems or significant divergences from the work plan, the financial plan or the conditions of the agreement as approved. The financial part of this report is intended for information purposes only, to assist the overall monitoring of the project. Therefore, the approval of the Progress Report and payment of the relevant instalment of the pre financing, in accordance with the terms of the agreement, should under no circumstances be considered as indicating that the Executive Agency has accepted the declared expenditure. Detailed examination of the budget to identify the eligible expenditure and amount of the final grant will be carried out only at the final report stage. Please note that in case of any major changes to the work plan, products and results, or to the project budget, a formal request of amendment must be submitted. The Executive Agency reserves the right to modify this annex if necessary. Any such change will be notified to Beneficiaries in writing. 2
Part 1: Checklist Checklist PLEASE CHECK THE FOLLOWING POINTS BEFORE SUBMITTING YOUR PROGRESS R EPORT There are one original and two complete and securely bound paper copies of the Progress Report. An electronic copy has been sent to EACEA-EU-US@ec.europa.eu Two copies of the prototypes / interim versions of the products and results is included. The Declaration by the Beneficiary at the end of the report has been signed and stamped by the legal representative of the Beneficiary. One copy of the Progress Report bears an original signature You have answered all the questions in Part 2 of the Report. Section 2B has been read and approved by both the EU and the American lead coordinators. You have completed the summary table in Part 2C of the Report. Declaration of Expenditure All expenditure presented in Part 3 of the report is eligible. The expenditure is consistent with the activities undertaken during the reporting period. All tables have been completed in. The Declaration of Expenditure has been checked by the accounts or finance department of your institution The report has been signed by the legal representative (Part 3). 3
Part 2: Description of project activities, products and results This section describes the activities of the project. It is divided in three sections. Section 2A Summary of the activities undertaken during the reporting period. Summary of the activities to be undertaken during the rest of the project duration. Section 2B An overall description of the project activities, products and results. Section 2C A list of outputs. 4
Section 2A - Summary of the Activities Please describe clearly and briefly by using the two tables below the activities undertaken / to be undertaken during the project. Whenever possible, you are advised to divide the work in components as in the work plan of your original application (or as amended). Please include a copy of the original (or amended) work-plan. Table 2.1.a Project Activities already undertaken during the reporting period. COMPONENT OF THE PROJECT ACTIVITIES UNDERTAKEN. INDICATE ALSO ANY MAJOR DIVERGENCE FROM THE ORIGINAL WORK PLAN LEAD PARTNER, OTHER PARTNERS INVOLVED IN THE ACTIVITIES UNDERTAKEN PRODUCTS AND RESULTS SO FAR 1. Partnership cooperation agreement (memorandum of Understanding) 2. Development of innovative transatlantic curricula 3. Arrangements for academic credits 4. Development of organisational frameworks for student mobility 5. Development of language and cultural preparation and assessment 6. Joint development of a strong project dissemination plan 7. Joint development of a strong project evaluation plan 8. If applicable, structured exchanges and teaching assignments for teachers, trainers, administrators and other relevant specialists 9. If applicable, joint development and dissemination of web-based and computer-based technologies 10. Other (specify) Table 2.1 b- Project Activities to be undertaken during the rest of the project duration. 5
COMPONENT OF THE PROJECT ACTIVITIES TO BE UNDERTAKEN. INDICATE ALSO ANY FORESEEN MAJOR DIVERGENCE FROM THE ORIGINAL WORK PLAN LEAD PARTNER, OTHER PARTNERS TO BE INVOLVED IN THE ACTIVITIES TO BE UNDERTAKEN FORESEEN PRODUCTS AND RESULTS 1. Partnership cooperation agreement (memorandum of Understanding) 2. Development of innovative transatlantic curricula 3. Arrangements for academic credits 4. Development of organisational frameworks for student mobility 5. Development of language and cultural preparation and assessment 6. Joint development of a strong project dissemination plan 7. Joint development of a strong project evaluation plan 8. If applicable, structured exchanges and teaching assignments for teachers, trainers, administrators and other relevant specialists 9. If applicable, joint development and dissemination of web-based and computer-based technologies 10. Other (specify) 6
Table 2.2.a Partnership Meetings held during the reporting period COUNTRY CODE PLACE TOWN DATE PARTNERS ATTENDING PURPOSE OF THE MEETING KEY RESULTS (SUMMARY OF THE MINUTES) Table 2.2.b Partnership Meetings planned to be held during the rest of the project period COUNTRY CODE PLACE TOWN ESTIMATED DATE PARTNERS ATTENDING PURPOSE OF THE MEETING FORESEEN KEY RESULTS 7
Table 2.3 Student mobility during the reporting period and planned mobility Column 5 indicates the number of students mentioned in the application form In column 6 should mention the number of students already mobile (ongoing of finished mobility) at the end of the reporting period. In column 7 you should specify the number of students expected to go on mobility after this reporting period and before the end of the project SENDING INSTITUTIONS HOST INSTITUTIONS STUDENT MOBILITY DATA COUNTRY CODE (1) INSTITUTION'S NAME (2) COUNTR Y CODE (3) INSTITUTION'S NAME (4) N OF STUDENTS APPLIED FOR (5) N OF STUDENTS ALREADY MOBILE (6) N OF STUDENTS STILL TO BE MOBILE (7) EXPECTED TOTAL MOBILITY (6 + 7) US students EU students 8
Table 2.4 Faculty mobility during the reported period of the project Column 5 indicates the number of faculty members applied for In column 6 should mention the number of faculty members already mobile (ongoing of finished mobility) at the end of the reporting period. In column 7 you should specify the number of faculty members expected to go on mobility after this reporting period and before the end of the project SENDING INSTITUTIONS HOST INSTITUTIONS FACULTY MOBILITY DATA COUNTRY CODE (1) INSTITUTION'S NAME (2) COUNTRY CODE (3) INSTITUTION'S NAME (4) N OF FACULTY APPLIED FOR (5) N OF FACULTY ALREADY MOBILE (6) N OF FACULTY STILL TO BE MOBILE (7) EXPECTED TOTAL MOBILITY (6 + 7) US FACULTY EU FACULTY 9
Table 2.5: Transatlantic EU student mobility grants GENDER M/F Nº NAME OF THE STUDENT DATES (INCLUDING TRAVEL) FIRST NAME FAMILY NAME FROM (D/M/Y) TO (D/M/Y) DURATION IN MONTHS SENDING EU INSTITUTION HOSTING US INSTITUTIONS ECTS ACHIEVED FIELD OF STUDIES GRANT PER ONE MONTH GRANT (INCL TRAVEL)PAID DURING THE REPORTING PERIOD TOTAL 10
Table 2.6: Transatlantic US student mobility, (please complete this table with data concerning US students in relation to their study period in the EU) GENDE R M/F Nº NAME OF THE STUDENT DATES (INCLUDING TRAVEL) FIRST NAME FAMILY NAME FROM (D/M/Y) TO (D/M/Y) DURATION IN MONTHS SENDING US INSTITUTION HOSTING EU INSTITUTIONS ECTS ACHIEVED FIELD OF STUDIES 11
Table 2.7. Transatlantic EU Faculty mobility grants GEN DER M/F Nº EU SENDING INSTITUTION US HOST INSTITUTION NAME AND POSITION OF THE PERSON TRAVELLING DATES (INCLUDING TRAVEL) FROM (D/M/Y) TO (D/M/Y) DURATION IN WEEKS PURPOSE OF THE JOURNEY TRAVEL GRANT FACULTY MOBILITY GRANT FACULTY GRANTS PAID DURING THE REPORTING PERIOD 12
Section 2B Overall Description of the Project Description of Activities (maximum 10 pages) Please provide a short description, which gives an account of the project s work during the reporting period and summarises the foreseen activities during the rest of the project period. The report will be drafted with reference to the original proposal on the basis of which EU funding was granted or, if subsequently amended with Executive Agency s approval, to the amended proposal. You can annex various documents produced during the project work. When targets have not been achieved fully or in part, reports will: a) provide clear and concise explanations for not achieving them; b) propose appropriate remedy action and a timetable to meet them in the remaining duration of the project. Excellence in Mobility projects reports should cover, as appropriate, the following: Describe for the following aspects the activities and results that took place during the reporting period. 1. The objectives of the mobility project and its potential contribution to educational excellence and innovation, including the discipline. 2. The project s outcomes for improving teaching and student achievement. 3. The added value for the proposed discipline and profession and the proposed mobility project compared with courses and programmes that may already exist in the same fields at national and international levels. 4. The mobility programme and how it is integrated among the consortia institution (including its work placement and internship elements if any). 5. The commitment and the formal administrative arrangements for the mobility programme as evidenced by letters from the highest administrative and academic levels at the partner institutions. 6. The arrangement for academic credits, including, if applicable, the extent to which ECTS mechanisms such as the grading scale and other mechanisms for study periods compatible with ECTS has been/will be used. 7. The use of the Diploma Supplement (if applicable) and the plan to improve international transparency in order to facilitate academic and professional recognition of qualifications and accreditations received during the transatlantic study period 8. The cooperative mechanisms and administrative structure for institutionalization, meetings, roles for partners, and communications. 9. The arrangement for tuition and other fees. 10. The consortium structure and mechanisms for student and faculty mobility between hosting institutions. 11. The language plan, particularly, the use of training facilities, mentors and tutors, and local language resources. 12. The resources available for hosting foreign students and faculty, particularly, the availability of an office and persons dedicated to linguistic assistance, housing, coaching, visas and insurance, and activities for social integration. 13. The evaluation plan, including formative and summative evaluations, feedback mechanisms, and assessments by independent entities. 14. The plans and actions for promoting and disseminating the results of the project as well as for ensuring its sustainability after the end of the Atlantis funding. 13
The Section 2B of the Excellence in Mobility project report should be signed by the two lead parties: Name & Signature of the EU Project Lead coordinator NAME in capital letters : Name & Signature of the US Project Lead coordinator NAME in capital letters : SIGNATURE: SIGNATURE: Date Date 14
Section 2C List of outputs Table 2 C Summary table relating to project outputs Please list here all foreseen outputs of the project. Please indicate the degree of finalisation of the output by the end of the reporting period(100% - finalised; 0% - not yet started). If appropriate, attach to your Report two copies of the prototypes / interim versions of the outputs (book, CD-ROMs, conference/seminar/workshop programme, etc.). PROJECT'S WEBSITE ADDRESS : User - id PASSWORD N TYPE OF OUTPUT TITLE (IF APPLICABLE) 1 2 3 4 5 6 % OF REALISATION COMMENTS 15
Part 3 - Declaration of Expenditure (in Euro) Table 3. Financial balance and declaration (in ) CATEGORIES OF FUNDING TOTAL AMOUNT RECEIVED AS PRE-FINANCING (A) TOTAL AMOUNT SPENT SO FAR (B) PERCENTAGE OF FUNDS USED (B/A) 1. Flat-rate amount for European partners 2. Transatlantic EU student mobility 3. Transatlantic EU faculty mobility TOTAL Declaration by the Beneficiary I, the undersigned, hereby declare that the information contained in this Report is accurate and in accordance with the facts. In particular the financial data provided in this Report corresponds to the expenditure actually incurred by the European project partners for the execution of the project activities. This information has been checked and approved by the partners involved in the activities set out in this Report. In case the financial part of this Progress Report shows that at least 70% of the previous pre-financing instalment(s) paid by the Executive Agency for this project has been used up, I herewith request the payment of the second/third * pre-financing instalment, in accordance with the terms of the grant agreement. Signed in: on / / BENEFICIARY'S LEGAL REPRESENTATIVE: Seal/stamp of the organisation N AME IN CAPITAL LETTERS: FUNCTION IN CAPITAL LETTERS: S IGNATURE: * Delete as appropriate 16