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

Welcome and introductions

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

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

(Use of Social Media)

4:00 p.m. Close

Overview of Erasmus+ and 2014 Call

Erasmus+ is for…

Adult education

Youth

Sport

Higher education

Vocational education and

training

Schools

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

Strategic Partnership Project Activities

• Curriculum/course development

• Learning, teaching, training, youth work methods, approaches and tools

• Collaboration and peer-learning

• 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

Field No. of

applications

No. of approved projects

% of approved projects

VET 86 28 32.6%

Adult ed. 76 15 19.7%

Youth 31 4 12.9%

Strategic Partnerships in 2014

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

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

Your Grant Agreement and Annexes

Jessica Keller Senior Project Manager

Overview

• Grant Agreement and Structure

• Part 1: Key Articles of the Grant Agreement

• Part 2: Key Articles of the Grant Agreement

• Grant Agreement Annexes

Grant Agreement Type

Multi-beneficiary agreements

• All partners of the consortium are beneficiaries of the agreement

Structure:

• Part I: Special Conditions (Tailored)

• Part II: General Conditions (Fixed)

• Annexes (Integral part of Grant Agreement)

Part I: Special Conditions Key Articles of the Grant Agreement

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

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

Mobility Tool:

• 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

Article I.10 – Use of IT Tools

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

Part II: General Conditions

Key Articles of the Grant Agreement

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

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.

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

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

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

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

CONSORTIUM MANAGEMENT

BEST PRACTICES

A Coordinator’s Experience

William Robb

KEY CONSIDERATIONS

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.

• 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

• 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

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.

• 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 www.aba-skills.com . 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.

e-Passport

e-Hub

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.

• 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

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

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

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

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

• 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

GOOD LUCK!

Financial Management

Francesca Menozzi Project Manager

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

Overview

General Principles of Financial Management

• 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)

Reference Documents

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 co-

financing

• All grant payments from the NA are in Euros

Annex II

Budget items Total per project, in Euros

Project management and Implementation 36,000.00

Transnational project meetings 22,345.00

Intellectual Outputs 66,677.00

Multiplier events 25,000.00

Travel 4,065.00

Subsistence 8,500.00

Linguistic support 0.00

Special Needs Support 0.00

Exceptional Costs 10,500.00

Total Calculated 173,087.00

Total Granted 173,087.00

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

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

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

Budget Categories

Project Management and Implementation

Unit costs Transnational Project Meetings

Intellectual Outputs (if applicable)

Multiplier Events (if applicable)

Training, Teaching and Learning Activities (if applicable)

Special Needs Support (if applicable)

Real costs

Exceptional Costs (if applicable)

Project Management and Implementation

Eligible

Costs

• 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

Financing

Mechanism

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

Transnational Project Meetings

Eligible

Costs

• 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)

Financing

Mechanism

Unit costs

Calculation 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

Triggering

Event

The participant actually participated in the meeting and undertook reported travel.

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

Intellectual Outputs (IOs)

Eligible

Costs

• IOs approved by NA in Annex I

• Attention to manager and administrative costs

• Tangible deliverables, substantial in quality and quantity

Financing

Mechanism

Unit costs

Calculation Number of staff days of work multiplied by applicable unit contribution (per

category/country)

See Annex III for rates.

Triggering

Event

IO was produced as planned and is of an acceptable quality level, as per NA evaluation

Supporting

Docs

• 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

Multiplier Events Eligible

Costs

• 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

Financing

Mechanism

Unit costs

Calculation Number of participants from organisations other than participating organisations multiplied

by applicable unit contribution:

• 100 € for local participants

• 200 € for international participants

Triggering

Event

Multiplier event took place as planned and is of an acceptable quality level, as per NA

evaluation

Supporting

Docs

• 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, e-mail, signature, name/address of organisation

• Detailed agenda and documents used and/or distributed at the event

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

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)

See annex III for rates.

total number of

participants multiplied by

applicable unit

contribution:

• 150 per participant

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

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

Special Needs Support

Eligible

Costs

• 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

Financing

Mechanism

Real costs

Calculation 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

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

Real costs

Calculation Reimbursement of 75% of eligible costs actually incurred or € 50.000 (excluding costs of

financial guarantee, if required) - whichever is the lowest

Supporting

Docs

• 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

Other Provisions

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

(Art.I.11,II.1.3,II.9,II.10)

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.

Changes to your Grant

Gavin Askew Project Manager

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)

Amendments to the Agreement Amendments can be broken down into two groups

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

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.

Instructions for Quiz • URL: http://b.socrative.com/login/student/

• Room Number: 62596c4d

• Include your name

• Questions are multiple choice or true/false

• Some questions have more than one correct answer!

• Have fun!

Monitoring and Reporting

Menzi Sigelagelani Project Manager

• Your Monitoring Responsibilities

• National Agency Monitoring Activities

• Monitoring Calls and Visits

Monitoring Overview

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

Your Monitoring Responsibilities

National Agency Monitoring Activities

• Mobility Tool+ • Monitoring Calls • Monitoring Visits • Checks and Audits

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

Monitoring Calls & Visits

Reporting

Reporting Overview

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

Types of Reports

• Progress Reports • Interim Reports • Final Reports

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

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.

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

Final Report - Scoring

Score Corresponding reduction in total

final amount of eligible expenses

41 - 50 25%

26 - 40 50%

0 - 25 75%

• 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!

Reporting Key Points

IT Tools: Mobility Tool+

Kim Whitehall Project Manager

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

Accessing the MT+ • Accessed through ECAS

• The ECAS account needs to be registered to the project contact person’s email address

• You will receive an e-mail from the MT+ and then you can log in with your ECAS password at https://webgate.ec.europa.eu/eac/mobility

Home

Search = Ctrl-F

Project Details

Organisations

Contacts

Import – Export

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

IT Tools: VALOR

Kristina Lukacova Assistant Project Manager

Dissemination Platform • Website address:

http://ec.europa.eu/programmes/erasmus-plus/projects/

• 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.

EPALE

Kathleen Wabrowetz Theme Project Manager, EPALE NSS

EPALE – ePlatform for Adult Learning in Europe

With the support of the Erasmus+ Programme of the European Union

29 January 2015, Kathleen Wabrowetz

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

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

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

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

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

EPALE Themes

With the support of the Erasmus+ Programme of the European Union

Join the EPALE community!

ec.europe.eu/epale

With the support of the Erasmus+ Programme of the European Union

For any questions or queries, contact our helpline: Email: epaleuk@uk.ecorys.com Phone: 0121 212 8930

Any questions?

With the support of the Erasmus+ Programme of the European Union

ECVET

Katherine Latta Head of European Programmes, UK NARIC

Katherine Latta

Head of European Programmes, UK NARIC

and member of the UK team of ECVET Experts

Recognition of Learning Outcomes: Europass and ECVET

Curriculum Vitae

Language Passport

Europass Mobility

Diploma Supplement

Certificate Supplement

Europass Portfolio

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

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 Host Organisation (“Host Partner”) returns the Europass Mobility Document to the Sending Organisation (“Sending Partner”)

The Host Organisation completes either section 5a or 5b of the Europass Mobility document and signs or stamps the document

Sending Organisation (“Sending Partner”) Registers at the Europass Mobility Registration page at http://www.uknec.org.uk/mobility/

Partially completed Europass Mobility documents are automatically emailed to the Sending Organisation- instructions for completing the document are attached

3

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)

The Sending Organisation sends the Europass Mobility Document to the Host Organisation and the individual participants take part in the mobility programme.

4

5 1

2

6

7

2

1

Europass Mobility

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

ECVET – the European Credit System for VET

Learners’ Personal Transcript

(Europass) Validation of LOs Recognition of LOs

Accumulation of LOs

Learning Agreement (based on units of Learning Outcomes (LOs))

Memorandum of Understanding (agreement between competent institutions)

VET programme in the UK

Assessment of LOs Credit for LOs

Placement in the Netherlands

ECVET: the building blocks

• 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

ECVET is based on…

ECVET steps for mobility

From http://www.ecvet-toolkit.eu (2013)

ECVET tools for recognition

Questions?

Katherine Latta Head of European Programmes, UK NARIC katherine.latta@naric.org.uk For further information and guidance: www.naric.org.uk www.europass.org.uk www.ecvet.org.uk www.ecvetexperts.org.uk

Erasmus+ UK Programme Impact

Assessment

Steven Murray Erasmus+ Impact Assessor

1. What is Impact Assessment?

2. Impact Assessment at the NA

3. NA Impact Assessment and Projects

Overview

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.

What is Impact Assessment?

NA Impact Assessment Activities

• Logic Model & Indicator Framework

• Research & Evaluation projects

• Programme statistics

• Cooperation with other NAs and the EC

Impact Assessment at the NA

“…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

What is a Logic Model?

Example

Source: W.K. Kellogg Foundation

• 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.

Indicator Framework

NA 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.

Impact Assessment & Projects

• Online information & resources at

www.erasmusplus.org.uk – UK Erasmus+ Programme Logic Model and

Indicator Framework – Programme statistics – Reports & research tools – Links to research and evaluation resources

Impact Assessment & Projects

Contact

Steven Murray Erasmus+ Impact Assessor T: 0845 199 2929 E: steven.murray@uk.ecorys.com

Contact Details

Dissemination and Communication

Resources

Jonathan Lear Communications Assistant Project Manager

Promotion and dissemination

• Congratulations on starting your successful project • How we can help?

• National Agency communications resources and activities.

Erasmus+ website

www.erasmusplus.org.uk

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.

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.

https://erasmusplus.org.uk/subscribe-to-our-newsletter

Social media channels

Follow us on Twitter:

@erasmusplusuk / https://twitter.com/erasmusplusuk

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https://storify.com/erasmusplusuk

Community events and webinars

Learning Networks

Annual Conference

Support webinars

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Thank you!