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2016 Start-up workshop Strategic Partnerships for Schools only (KA219)

2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

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Page 1: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

2016 Start-up workshop

Strategic Partnerships for Schools only (KA219)

Page 2: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Erasmus+

Page 3: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Welcome and Overview

@erasmusplusUK

Page 4: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

EU Referendum update • Submitted on June 28, 2016 - 13:40

• There is no immediate change to the UK’s participation

in the Erasmus+ programme following the EUreferendum result and the UK National Agency willcontinue to manage and deliver the programme acrossthe UK.

• All participants and beneficiaries should continue withtheir Erasmus+ funded activities and preparation for thepublished application deadlines in 2016 and 2017.

Page 5: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Your project in 30 seconds

• Your name

• Your school

• 30 second project overview

• What are you are hoping to learn today?

Page 6: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

The UK National Agency

• The Erasmus+ UK National Agency is a partnershipbetween the British Council and Ecorys UK

• Higher education• Schools• Youth Key Action 1

British Council

• Vocational education and training• Adult education• Youth Key Actions 2 and 3

Ecorys UK

Page 7: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

The Role of the National Agency • 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

Page 8: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

The Role of the Beneficiary • Responsible for project implementation, monitoring,

reporting• Ensuring a strong, committed project is in place• Ensuring placement content is relevant and objectives

defined• Ensuring appropriate participant selection, preparation,

support, and contractual systems in place• On-going evaluation• Dissemination of results

Page 9: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Managing your Grant & Contract

Page 10: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation
Page 11: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Article I.6.2 – Communication details of the NA • Any communication addressed to the NA shall be sent to the

following address:

Erasmus+ National Agency British Council Wales 1 Kingsway Cardiff CF10 3AQ

E-mail address: [email protected]

Page 12: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Grant Agreement

Page 13: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Grant Agreements Type:

• Mono-beneficiary agreements

• The school becomes the single beneficiary of the agreement

• Each school contracts with their own National Agency, gets theirown contract and own payments

Structure:

• Part I: Special Conditions (Tailored to your project)

• Part II: General Conditions (Fixed and on our website)

• Annexes (Integral part of Grant Agreement)

Page 14: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Part 2: General Conditions Specific Articles of the Grant Agreement Part 2 of your grant agreement can be found under the manage your grants section of our website

Schools only partnerships

Part II General Conditions Mono-beneficiaries GA

Page 15: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Grant Agreement Annexes Annexes:

• Annex I General Conditions

• Annex II Description of the Project; Estimated budget of the project

• Annex III Financial and contractual rules

• Annex IV Applicable rates

• Annex VIII Bank Details

Page 16: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Carole’s Top Tips

Grant Agreement

• Only sign the ‘for the beneficiary’ side

• Only the legal representative printed can sign

• Please write name, job role, LOCATION & Date

Bank Details Form

• Bank details MUST be on school letter head paperand be completed in full

• Don’t forget the full project reference number!• WET INK SIGNATURES on everything

Page 17: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Validity and duration of the Grant Agreement

Grant Agreement is a legal document between UK National Agency and your school (it is our contract) and is valid once it is countersigned by the UK National Agency British Council.

The earliest projects start date is on 1 September 2016 The latest project start date is 31 December 2016 Projects must end no later than 31 August 2019

Projects can last from a minimum of 24 months with a maximum of 36 months. This is detailed in your grant agreement

Page 18: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Article I.2 Entry Into Force Of The Agreement And Duration

• This section details your project start and end date. All activity

must take place within these dates for it to be eligible forErasmus+ funding.

Page 19: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

• Grants are paid in Euros (€)• Paid in 2 or 3 instalments depending on the length of your

project

• Final payment: You will receive final payment after your final reporthas been submitted and assessed. This will be a payment of anybalance due. If the total amount of received payments is larger than thecontracted grant amount you will receive an invoice for sums owed.

Grant Payment

Three Year Projects

40% Pre-financing payment 40% Pre-financing payment 20% Final payment

Two Year Projects

70% Pre-financing payment 30% Final payment

Page 20: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Article I.3 Maximum Amount and Form of the Grant

• This section details your maximum amount of your grant

• This amount can not be increased

• This amount could be reduced following reporting if you do not

carry out activities that you were funded to do

Page 21: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Grant Budgets • Grant agreements are final - budgets can not be

increased during the project

• Budget categories are found in Annex II

• Rules of budget transfers are in Article I.3.3 of your agreement.

• Please read grant agreements and annexes carefully!

Page 22: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation
Page 23: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Expenditure &

Ineligible Costs

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Article II.19.4 Ineligible costs • a) return on capital and dividends paid by the beneficiary;

• (b) debt and debt service charges;

• (c) provisions for losses or debts;

• (d) interest owed;

• (e) doubtful debts;

• (f) exchange losses;

• (g) costs of transfers from the Commission charged by the bank ofthe beneficiary;

Page 25: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Article II.19.4 Ineligible costs

• (h) costs declared by the beneficiary under another actionreceiving a grant financed from the Union budget.

• (i) contributions in kind from third parties;

• (j) excessive or reckless expenditure;

• (k) deductible VAT.

• Activities that take place outside of the contract period.

Page 26: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Article II.16 – Eligible Costs • General provisions:

• Activity within eligible period - project start & end date• Necessary for implementing the Project• No overlap between unit costs and actual costs

Page 27: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Unit Costs vs Real Costs • Unit costs are based on flat rates

• provided that a triggering event happens and supportingdocumentation is retained as evidence

• Real costs are based on actual expenditure• 100% special needs support• 75% of eligible costs under exceptional costs• receipts and invoices are required as evidence for real cost

expenditure

Page 28: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Unit Costs Example

Flight Tickets: €100

Subsistence: €100

Local Travel: €50

Insurance: €20

Hotel: €230

Actual Expenditure Total = €500 Eligible Unit Cost = €575

Surplus (eligible to keep) = €75

Meeting took place

Participant Attended

Supporting documentation retained

Reported into Mobility Tool+

Page 29: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Budget Structure

Recap

Page 30: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Types of Costs Unit Costs (lump sums/fixed rates): • Project management and Implementation

• Transnational Project Meetings

• Learning, Teaching and Training Activities• Travel, Individual Support and Linguistic Support

Actual Costs (real costs): • Special Needs Support

• Exceptional Costs

Page 31: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation
Page 32: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

For Each Budget Category your grant agreement details…

• (a) Calculation of grant amount• (b) Triggering Event• (c) Supporting Documentation• (d) Reporting

• Please check this information carefully in Annex III‘financial and contractual rules’

Page 33: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Example

Page 34: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Project Management and Implementation

Project management e.g. Planning, finances, coordination and communication between partners, attendance to National Agency run start-up workshops

Small scale learning/teaching/training materials, tools, approaches

Virtual cooperation and local project activities e.g. class-room project work with learners, organisation and mentoring of embedded learning/training activities, etc.

Information, promotion and dissemination Brochures, leaflets, web information, etc

Page 35: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Article II.2 A - Supporting Documentation Project Management and Implementation

• Narrative in final report, and overall project qualityscore

proof of activities undertaken and outputs produced will be provided in the form of a description of these activities and outputs in the final report. In addition, outputs produced will be uploaded by the coordinator in the Erasmus+ Project Results Platform and, depending on their nature, available for checks and audits at the premises of the beneficiary

• Reportingon behalf of the Project as a whole, the coordinating organisation shall report on undertaken activities and results.

Page 36: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Transnational Project Meetings • Participation in meetings between project partners and hosted

by one of the participating organisations for implementationand coordination purposes.

• Contribution to travel and subsistence costs (Once combinedunit cost)

• No minimum or maximum duration

• Your organisation must be able to demonstrate the formal linkwith the persons participating in the transnational projectmeetings, whether they are staff of pupils.

• Do not confuse Transnational Project Meetings with LearningTeaching Training Activities.

Page 37: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Article II.2 B - Supporting Documentation Transnational Project Meetings

• Declaration signed by receiving organisation and participants

• Detailed Agenda

For travel taking place between the sending organisation and the receiving organisation: proof of attendance of the activity in the form of a declaration signed by the receiving organisation specifying the name of the participant, the purpose of the activity, as well as its starting and end date;

Proof of attendance of the transnational project meeting in the form of a participants list signed by the participants and the receiving organisation specifying the name, date and place of the transnational project meeting, and for each participant: name, e-mail address and signature of the person, name and address of the sending organisation of the person;

Detailed agenda and any documents used or distributed at the transnational project meeting.

Page 38: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Bethan’s Top Tip Save time and use our templates for

supporting documentation. Templates are available on the TwinSpace and

‘Schools manage your grant’ page of our

website

Page 39: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Learning Teaching Training Activities (3 Budget Categories)

• Funded by one or more of budget categories Travel, Individual Support and Linguistic Support

• They have minimum and maximum durations and further rules. Please see page 278-280 of the 2016 Programme Guide

• At the application stage you had to justify that mobility activities are necessary to achieve the objectives and results of the project.

Blended mobility of learners Short-term exchanges of groups of pupils

Short-term joint staff training events Long-term study mobility of pupils

Long-term teaching or training assignments

Page 40: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Learning Teaching Training Activities: Travel

• Contribution to the travel costs of participants, includingaccompanying persons, from their place of origin to thevenue of the activity

• Travel distances must be calculated using the distancecalculator supported by the European Commission

Page 41: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Learning Teaching Training Activities: Individual Support

• Unit cost per day covering the subsistence ofparticipants, including accompanying persons during theactivity

• If necessary, the beneficiary may add one day for traveldirectly before the first day of the activity abroad and oneday for travel directly following the last day of the activityabroad; these extra days for travel will be considered forthe calculation of the individual support.• These travel days do not count as activity days to meet the

minimum eligibility criteria

Page 42: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Article II.2 C - Supporting Documentation Learning Teaching Training Activities: Travel and Individual Support

• Declaration (Certificate of Attendance)

For travel taking place between the sending organisation and the receiving organisation: proof of attendance of the activity in the form of a declaration signed by the receiving organisation specifying the name, the e-mail address of the participant, the purpose of the activity, as well as its starting and end date;

In case of travel from a place different than that where the sending organisation is located and/or travel to a place different than that where the receiving organisation is located which leads to a change of distance band, the actual travel itinerary shall be supported with travel tickets or other invoices specifying the place of departure and the place of arrival. In duly justified exceptional cases when the third party evidence cannot be provided the beneficiary and the receiving organisation can sign a declaration specifying the place of departure and the place of arrival.

Page 43: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Learning Teaching Training Activities: Linguistic Support

• Costs linked to the support offered to participants inorder to improve the knowledge of the language ofinstruction or work

• Only for mobility activities lasting between 2 and 12months:

• 150 EUR per participant needing linguistic support

Page 44: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Article II.2 C - Supporting Documentation Learning Teaching Training Activities (Linguistic Support)

• Certificate of Attendance / Invoice / Participant Declaration

Proof of attendance of courses in the form of a declaration signed by the course provider, specifying the name of the participant, the language taught, the format and duration of the linguistic support provided, or

Invoice for the purchase of learning materials, specifying the language concerned, the name and address of the body issuing the invoice, the amount and currency, and the date of the invoice, or

In case the linguistic support is provided directly by the beneficiary: a declaration signed and dated by the participant, specifying the name of the participant, the language taught, the format and duration of the linguistic support received.

Page 45: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Article II.16.3 - Supporting Documentation (Actual Costs)

• Costs must be incurred by your school (the beneficiary)

• The costs must be incurred within your project start and end date

• Actual costs must be previously approved by the UK NationalAgency

• Costs must be identifiable and verifiable, in particular beingrecorded in the accounting records of your school

• Actual costs should comply with the requirements of applicable taxand social legislation

• Actual costs must be reasonable and justified

• Actual costs must not be covered by money from budget categoriesbased on unit contributions

Page 46: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Special Needs Support • Additional costs directly related to participants with

disabilities

• Including costs directly related to participants withspecial needs and accompanying persons taking part intransnational teaching, training and learning activities.

• This may include costs related to travel andsubsistence, if justified and as long as a grant forthese participants is not requested through budgetcategories "travel" and "individual support

Page 47: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Article II.16.4.3 - Supporting Documentation Special Needs Support

• Invoice

Invoices of the actual costs incurred, specifying the name and address of the body issuing the invoice, the amount and currency, and the date of the invoice.

Page 48: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Exceptional Costs • Pre-approved at the application stage

• Contribution to real costs related to subcontracting orpurchase of goods and services.

• reimbursement of 75% of the eligible costs actuallyincurred

• Conditional: subcontracting has to be related to servicesthat cannot be provided directly by the participatingorganisations for duly justified reasons. Equipmentcannot concern normal office equipment or equipmentnormally used by the participating organisations.

Page 49: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Article II.16.4.3 - Supporting Documentation Exceptional Costs

• Sub-contracting: invoices of the actual costs incurred, specifying the nameand address of the body issuing the invoice, the amount and currency, andthe date of the invoice.

• Financial guarantee: proof of the cost the financial guarantee issued by thebody providing the guarantee to the beneficiary, specifying the name andaddress of the body issuing the financial guarantee, the amount andcurrency of the cost of the guarantee, and providing the date and signatureof the legal representative of the body issuing the guarantee.

• Depreciation costs: proof of the purchase, rental or lease of theequipment, as recorded in the beneficiary’s accounting statements,

justifying that these costs correspond to the period set out in Article I.2.2and the rate of actual use for the purposes of the action may be taken intoaccount.

Page 50: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

For Each Budget Category your grant agreement details…

• (a) Calculation of grant amount• (b) Triggering Event• (c) Supporting Documentation• (d) Reporting

• Please check this information carefully in Annex III‘financial and contractual rules’

Page 51: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Article I.3.2 Budget transfers

• Not considered as an amendment of the agreement.

• Transfers to/from budget categories of unitcontributions are percentage based.

• Unit contribution rates apply after budget transfer.

Page 52: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Recap: Budget Transfers Project Management and Implementation

Transnational Project Meetings

Learning / Teaching / Training Activities

Special Needs Support

Exceptional Costs

Transnational Project Meetings

Learning / Teaching / Training Activities

Special Needs Support

Project Management and Implementation Can not transfer to this category

Even if no funds were requested for SNS

Can not transfer to a category where 0 was awarded Can not increase a budget category by more than 20% Can not reduce a budget category by more than 20% Special needs exception – please see Article I.3.2

Page 53: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation
Page 54: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Bethan’s Top Tip

Use Mobility Tool+ as your project progresses. This helps to track how

much money your project is eligible for.

Add transnational project meeting / learning teaching training information

before individuals travel. You then know how much money each individual has to

spend on their trip!

Mobility Tool+ also helps you to track any budget category transfers

Page 55: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Article II.27.2 Duty to keep documents

• The beneficiary shall keep all original documents,especially accounting and tax records, stored on anyappropriate medium, including digitalised originals whenthey are authorised by its national law.

• Beneficiaries obligated to keep documents for:• 5 years if grant amount more than €60,000• 3 years if grant amount not more than €60,000

Page 56: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Article I.4.9 Currency for requests for payments and conversion into euro

• When submitting receipts you must convert theamounts from GBP to Euro

• Any conversion into euro of costs incurred in othercurrencies shall be made by the beneficiary at themonthly exchange rate established by theCommission and published on its website applicableon the day when the bank account of the beneficiaryis credited.

• http://ec.europa.eu/budget/contracts_grants/info_contracts/inforeuro/index_en.cfm

Page 57: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Important Articles

Page 58: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

• ‘Force majeure’: any unforeseeable, exceptional situation or eventbeyond the control of the parties that prevents either of them fromfulfilling any of their obligations under the Agreement, which is notattributable to error or negligence on their part or on the part of thesubcontractors affiliated entities or third parties in receipt of financialsupport and which proves to be inevitable despite their exercisingdue diligence.

• The following cannot be invoked as force majeure: labour disputes,strikes, financial difficulties or any default of a service, defect inequipment or materials or delays in making them available, unlessthey stem directly from a relevant case of force majeure;

Article II.1 — Definitions: Force Majeure

Page 59: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Annex III: IV Rules and conditions for grant reduction for poor, partial or late implementation

• Poor, partial or late implementation of the Project may beestablished by the NA on the basis of:

• The final report submitted by the coordinator and partner organisations;

• The products and outputs produced by the project;

• The NA may consider also information received from any otherrelevant source, proving that the Project is not implemented inaccordance with the contractual provisions. Other sources ofinformation may include monitoring visits, desk checks or on thespot checks undertaken by the NA.

Page 60: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Article II.5 — Conflict Of Interests

• The beneficiary must take all necessary measures toprevent any situation of conflict of interests.

• The beneficiary must inform the Commission withoutdelay of any situation constituting or likely to lead to aconflict of interests. It must take immediately all thenecessary steps to rectify this situation.

• The Commission may verify that the measures taken areappropriate and may require additional measures to betaken by a specified deadline.

Page 61: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

• Amendments can be broken down into 2 groups

Amendments to the Agreement

Change Requested

Permitted

Not Permitted Notification only

(project change)

Significant change

(formal request)

Contact person X

Legal signatory X

Bank details X

Organisation name X

Participant/ accompanying person

flows

X X

European partner X

European country X

Beneficiary organisation X

Page 62: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Supporting

Participants

Page 63: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Article I.12 – Support to Participants

Where the implementation of the project requires giving support to

participants, you can do the following:

1. Full transfer: the beneficiary transfers the full funds to the participants to

make suitable arrangements (applying the rates for unit contributions)

2. Provide the support in the form of provision required: the beneficiary

makes suitable arrangements for the participant. Services must meet the

necessary quality and safety standards

3. Form of a refund: the participant makes suitable arrangements

themselves without pre-financing and then reimbursed by the beneficiary

Page 64: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

• The beneficiary shall have in place effective procedures andarrangements to provide for the safety and protection of theparticipants in their project.

• The beneficiary shall ensure that insurance coverage isprovided to participants involved in mobility activities abroad.

Article 1.14.4 Health and Safety • The beneficiary shall take all necessary measures to comply with

the requirements of the Health and Safety at work Act 1974 (or anyequivalent legislation in any applicable jurisdiction) and any otheracts, orders, regulations and codes of practice (including, withoutlimitation, any approved codes of practice) relating to health andsafety, which may apply to the performance of this Agreement.

Article I.7 – Protection and safety of participants

Page 65: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

• Please consult this article carefully and consider how you willsafeguard children and vulnerable adults both in local andtransnational project activities, including virtual and/or online projectactivities.

Article 1.13 – Parental / guardian Consent • The beneficiary must obtain the Parental/Guardian consent for

participants of minor age prior to their participation in any pupilmobility activity

Article I.14.3 Protection of Children and Vulnerable Adults

Page 66: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Impact and Dissemination

Page 67: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

• Since the referendum of the European Union and the 2008global economic crisis in, public sector finances in MemberStates across Europe have been under pressure.

• Erasmus+ Programme has clear objectives and desiredoutcomes. (Key Action 2 Horizontal and sectoral priorities)

• One of the assessment criteria's for Key Action 2 is‘Relevance of the project’

• In this context, the importance of demonstrating thepurpose and value for money of public spending is vital.

Page 68: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Thinking about project results

Tangible Results Intangible Results

An approach to a model to solve a problem

Knowledge and experience gained by participants, learners or staff

Practical tool or product (e.g.) handbook, curricula

Increased skills / achievements

Research reports / studies Improved cultural awareness

Evaluation reports Improved language skills

Recognition certificates

Newsletters or information leaflets

Page 69: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Increasing impact in house • Implement change as a result of your project

• Share knowledge and experience

• Up skill other Teachers / Staff / Departments

• Student ambassadors

• Continue project activity after funding has finished• eTwinning

• local project activities

Page 70: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Increasing Impact Local / National / Going Global

• Make your project results public and share good practice

• Host training sessions or events for external professionals /stakeholders

• Attend or present at conferences and events

• Mentor other schools / professionals

• Offer Job Shadow at your school

• locally, nationally or internationally (advertise on SchoolEducation Gateway and eTwinning)

• Teaching assignments in other schools / international exchange

Page 71: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Erasmus+ Project working towards integrating ICT into

science lessons

Dissemination Platform

Lesson resources and teaching materials uploaded. Schools

around the world can use this to deliver their own science lessons.

Teaching Teachers

Twilight session about best practice and

innovative lesson delivery

Job Shadow

Schools outside of the project apply for Key

Action 1 funding. Teachers job shadow

innovative science lessons.

* Lesson Plans Created* Teachers observed best practice teaching*Students take part in joint project science

activities

Page 72: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Impact Activity

(15 Minutes)

Page 73: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

• Learners

• Staff

• Whole School (and partner schools)

• Local Community

• Wider School Network (Regional, National, Global)

What impact will your projects have?

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Celebrating your success

Page 75: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

When should you disseminate? Before the project starts: • Draft dissemination and exploitation plan• Definition of expected impact and deliverables• Consider how and to whom outcomes will be disseminated

During the project: • Update the dissemination platform• Contact relevant media (at local or regional level)

After the project: • Develop ideas for future cooperation• Evaluate achievements and impact• Contact relevant media

Page 76: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Share Your Success! In House • Erasmus+ Logo – be proud to have received funding!• Inform all stakeholders, parents, other teachers, pupils, governors,

inspectors, local authorities, other schools• Newsletters / Website / Assemblies / Social Media / Audio-visual media

– shout about your project and experiences!• Websites and Social Media

Local / National / Global • Media Coverage – positive publicity for your school (press release etc.)• EU Dissemination Platform• Information sessions / workshops / training sessions / peer reviews• Public Events

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• Beneficiaries are obligated to acknowledge the contribution of the

European Union programme funding.

• Two Commission documents with guidance on displaying the

European Union emblem.

• Example of standard text for a Disclaimer: “This publication has been

produced with the support of the Erasmus+ Programme of the

European Union. The contents of this publication are the sole

responsibility of <name of the beneficiary> and can in no way betaken to reflect the views of the NA and the Commission."

Visibility of Union Funding

Page 78: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

How we can help You With Promotion and Dissemination

• Showcase your project case studies• Feature these in our newsletters and publications• Help promote them on Twitter, Facebook, YouTube and

more.

Page 79: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Case Studies

If you would like to write a case study to share the story of your Erasmus+ experience, to feature in

our marketing and promotional materials, please complete the case study pro-forma

Page 80: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

School Education Gateway

Page 81: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

School Education Gateway • The website provides clear information on education

initiatives across Europe.

• Aimed primarily at teachers and school staff across Europe, as well as experts and organisations working in the education sector.

• Existing eTwinning logins can be used to access it

• www.schooleducationgateway.eu

Page 82: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

School Education Gateway

• Three tools to support applications for the Erasmus+Programme:

• Course Catalogue for teachers’ professional development (see

Erasmus+ Key Action 1)

• Mobility Opportunities including teaching assignments and jobshadowing offers (see Erasmus+ Key Action 1)

• Strategic Partnership requests to connect partners for StrategicPartnerships (see Erasmus+ Key Action 2)

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Reporting and Monitoring

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Reporting

Page 85: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Your responsibilities • The project partnership

• Participants

• The mobilities

• The budget

• Ongoing evaluation

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Reports (Projects 25 months+) Progress Report

• Progress report after year 1 – project check in to letus know how the project is progressing

• Date for submission of progress report can be foundin your grant agreement

Interim Report (6 months later) • This will trigger the second 40% payment - only if you

have spent 70% of the initial 40% payment• Mobility Tool+ must be up-to-date at this stage

Page 87: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Reports • Beneficiary (Final) report

• Applicable to all projects• Submitted after project end date• Covers qualitative and financial information• Accessed from the Mobility Tool+• Online Submission

Page 88: 2016 Call Key Action 2 school-only Strategic Partnership project start-up presentation

Final (Beneficiary) Report The final report, products and outputs will be assessed by the NA using a common set of quality criteria focusing on:

• The extent to which the project was implemented in line with the approved grant application

• The quality of the activities undertaken and their consistency with the project objectives

• The quality of the products and outputs produced

• The learning outcomes and impact on participants

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Final (Beneficiary) Report • The extent to which the project proved to be innovative /

complementary to other initiatives

• The extent to which the project proved to add value atEU level

• The extent to which the project implemented effectivequality measures as well as measures for evaluating theproject outcomes

• The impact on the participating organisations

• The quality and scope of the dissemination activitiesundertaken

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Final (Beneficiary) Report • In case of learning, teaching training activities: the

quality of the practical arrangements provided in supportof the mobility, in terms of preparation, monitoring andsupport to participants during their mobility activity, thequality arrangements for the recognition/validation of thelearning outcomes of participants

• The potential wider impact of the project on individualsand organisations beyond the beneficiaries

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Article I.10.1 – Mobility Tool+ The beneficiary is required to make use of the web based Mobility Tool to record all information in relation to the mobility activities undertaken, including activities with a zero grant from EU funds for the entire mobility period, and to complete and submit the Interim and Final reports.

Article 1.10.2 - Dissemination Platform The beneficiary shall input the deliverables of the Project in the programme Dissemination Platform on the website http://ec.europa.eu/programmes/erasmus-plus/projects/ in accordance with the instructions provided in the Dissemination Platform.

The approval of the final report will be subject to the upload of the Project deliverables in the Dissemination Platform by the time of submission of the final report.

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Article I.4.6 – Language of requests for payments and reports

• The beneficiary shall submit all requests for paymentsand reports in English

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Article I.4.5 - Non-submission of documents

• Where the beneficiary has failed to submit an interim report due offinal report the NA shall send a formal reminder within 15 calendardays of the deadline

• If the beneficiary still fails to submit such report within 30 calendardays following this reminder, the NA reserves the right to terminatethe Agreement in accordance with Article II.15.2.1(b), and requestthe reimbursement of the full amount of pre-financing payments inaccordance with Article II.19.

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Project Quality • If your final report is awarded less than 50 points our of

100 National Agency will decrease the amount of thefinal payment. This can be due to lateness of activities,not undertaking all of the activities included in the grantapplication or delay in delivery of the project, even if allthe activities did take place.

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Erasmus+ Project

Results

Platform

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Date: in 12 pts

Erasmus+

Project Results Platform (VALOR)

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Date: in 12 pts Education and Culture

WHY?

HOW?

WHAT?

WHEN?

WHAT is

the Erasmus+ Project Results Platform?

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Date: in 12 pts Education and Culture

WHY?

HOW?

WHAT?

WHEN?

The Commission's database

of all Erasmus+ projects

More than 27,000 Erasmus+ projects

but also

Almost 5,000 Lifelong Learning projects

Some 2,000 Youth in Action

projects

and

Good practic

es

Success stories

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Date: in 12 pts

PCICFHE International cooperation

WHY use it?

Share results

Inspire and get

inspired

Be Visible

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Date: in 12 pts Education and Culture

WHY?

HOW?

WHAT?

WHEN?

WHO should be using it?

KA2 beneficiaries – this is compulsory

KA1 and KA3 beneficiaries – this is recommended, but remains optional

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Date: in 12 pts

WHEN to use it ? Before submitting your application, if you are

looking for partners working in fields that are of interest to you

After signing the grant agreement with your

NA, to gradually upload results, if any At the end of the project, to submit the

results for validation/publication by your NA officer

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Date: in 12 pts Education and Culture

WHY?

HOW?

WHAT?

WHEN?

HOW to use it?

Before submitting your application:

• Look for inspiration and potential partners by

using the search criteria (programme, year, country, field of activity, keyword) available on the public interface

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Date: in 12 pts Education and Culture

WHY?

HOW?

WHAT?

WHEN?

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Date: in 12 pts Education and Culture

WHY?

HOW?

WHAT?

WHEN?

HOW to use it?

After signature of your grant agreement:

• You'll receive an automatic e-mail notification

to connect to your Dashboard, with all the relevant links and explanations on how to log in

• Log in and choose whether or not to display the contact details of your organisation and those of your partners

• Start uploading your logo, website address, results of the project

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Date: in 12 pts Education and Culture

WHY?

HOW?

WHAT?

WHEN?

This is what your dashboard looks like (with some slight improvements)

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Date: in 12 pts Education and Culture

WHY?

HOW?

WHAT?

WHEN?

HOW to use it?

After the end of your project:

• You'll receive an automatic e-mail notification

inviting you to submit results for validation by an NA officer and publication on the platform

• Follow the instructions in the e-mail notification and log in to your Dashboard again to submit your logo, website address and results of the project

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Date: in 12 pts Education and Culture

WHY?

HOW?

WHAT?

WHEN?

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

Change lives, open minds

Be

visible

Inspire and

get inspired

Share results

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Refresher Activity

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Monitoring and Compliance

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Introduction • Compliance and Quality Assurance function is performed by

joint National Agency (British Council and Ecorys) and European Commission

• As per contract with European Commission, UK National Agency is obliged to monitor the use of EU grants. Therefore there are several checks which can be undertaken during and after the project implementation

• Main principles are to: • Establish whether the activities and mobilities actually took place (travel,

stay abroad) • Check whether activities and mobilities undertaken fit the rules of the

programme (e.g. eligible countries, duration, type of participants) • Check the quality of undertaken activities

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Overview of types of Checks Check

Interim and Progress reports – three year projects

Final reports – all beneficiaries

Desk Checks

On-the-spot – during and / or after project implementation

Monitoring visits – in conjunction with an on-the-spot check

Audit visits performed by European bodies

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Desk Checks • A Desk Check is an in-depth check which requests

additional supporting documentation as evidence for unit costs and real cost for activities that have been reported in the Final Report.

• Conducted at Final Report stage • Original documents must be submitted to the NA for

assessment

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Monitoring visits • Sample of projects selected at random• Aim to support, counsel and advise beneficiaries• Reviews the progress of the project against the original

objectives set out in the application• Opportunity for National Agency staff to understand

institutional practices, issues and contexts and to gatherand disseminate good practice.

• Contribute to collecting information on qualitativeaspects of programme management and impact withinthe beneficiary organisation

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On the Spot Check • A random sample of projects will also include an on the

spot check • Four areas which On the Spot Check aims to investigate:

• Eligibility of participants for the action • Coherence of participants with application • Eligibility of activities • Quality of mobility activities

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Audit visits by European bodies

• External audits can be performed by European Court of Auditors

• National Agency is only informed about the check before and does not have access to any selection list

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What to expect? • Each check has a different timeline• In general:

• Beneficiary usually has at least 3 weeks to providedocumentation

• NA has up to 30 days to prepare a draft report• Beneficiary has up to 30 days to reply• Remediation timeline is specified for individual project

and depends on volume/severity of findings• In case of financial error rate exceeding 2% of total

grant amount further checks will be performed

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Best Practice

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List of Travellers • We issue the List of Travellers form in the UK, for school

trips to countries in the European Union (EU) for pupils onthe trip who are of a non-EU nationality.

• The List of Travellers form allows the pupils to go on thetrip without getting a visa.

• You may also hear it referred to as a ‘Visa Waiver Form’.

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List of Travellers • The use of the List of Travellers form has been officially

accepted by the following countries:

• For more information please visit our website here.

Austria Belgium Croatia Cyprus Czech Republic

Denmark Estonia Finland France Germany

Greece Hungary *Iceland Ireland Italy

Latvia Lithuania Luxembourg Malta Netherlands

*Norway Poland Portugal Romania Slovakia

Slovenia Spain Sweden **Switzerland

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eTwinning

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eTwinning is a free, flexible and safe resource which allows teachers from across Europe to collaborate with each other.

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All images © Mat Wright

www.britishcouncil.org/eTwinning @eTwinningUK

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All images © Mat Wright

www.britishcouncil.org/eTwinning @eTwinningUK

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All images © Mat Wright

www.britishcouncil.org/eTwinning @eTwinningUK

RESOURCES

SUPPORT

WORKSHOPS

WEBINARS

ERASMUS+ TWINSPACE

MAP TWINSPACE

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Contact

[email protected]

www.etwinning.net

@etwinningUK

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British Council

Schools Online

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www.britishcouncil.org 178

Bring the world into your classroom John Rolfe [email protected]

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www.britishcouncil.org 179

Schools Online What has Schools Online got to offer?

• Free classroom resources

• British Council opportunities for schools

• International School Award

• Partnership finding tool

• Guidance on building internationalpartnerships

• Global online teachers’ network

Visit our dedicated international learning site:

http://schoolsonline.britishcouncil.org/content/uk-home-page

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Free classroom resources

• Designed by leading educational professionals

• Suitable for schools with or without an international partnership

• Age specific activities for 4-18 year olds

• Multimedia resources on topical, curriculum-related subjects

Find the resources relevant to you:

http://schoolsonline.britishcouncil.org/classroom-Resources

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Schools Online

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Form your first international partnership

Using our partnership finding tool you can easily connect with:

• More than 101,000 educational professionals

• Over 75,000 schools

• Teachers in 183 different countries

Tap into the British Council’s partnership finding tool:

http://schoolsonline.britishcouncil.org/schoolsearch

www.britishcouncil.org 182

Schools Online

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Guidance to help you build your international partnership

• Starter activities to help unite new partners

• Online courses and face-to-face workshops

• Inspiring case studies

• Links to e-Twinning site

• Recognition for international activity (ISA)

• Project templates on global themes

Access the support available to you:

http://schoolsonline.britishcouncil.org/content/developing-your-partnership

www.britishcouncil.org 183

Schools Online

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Forums and project spaces

• Engage with counterparts from all over the world

• Scope possible partnerships

• Share project ideas and what has worked well in the past

• Collaborate on different projects with global network of schools

• Network with other educational professionals

Visit the forum homepage:

https://schoolsonline.britishcouncil.org/phpbbforum

www.britishcouncil.org 185

Schools Online

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Schools Online

www.britishcouncil.org 186

https://schoolsonline.britishcouncil.org

Start your journey now

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International Schools Award

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Agenda

• What is the International School Award?• What are the benefits?• 3 Levels of Recognition• Foundation + Intermediate• Accreditation + Reaccreditation• Design your international activity• What support is available?

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What is the International School Award?

– prepares young people for life in a global society by increasing their understanding of other countries and cultures

– provides a motivational framework for teachers to develop themselves professionally

– recognises a school’s commitment to developing global citizenship in

young people, and gives opportunities to raise the schools’ profile through local and national media.

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What are the benefits?

– Printed certificate (can request in Welsh)

– School Award Mark (Accreditation and Reaccreditation only, valid for 3 years)

– Media pack including press release template – International activity expert feedback + on-going support and advice

– Schools Online newsletter

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OFSTED

‘During the last week of the Summer term, we were

visited by Ofsted! We received an outstanding grade, in all areas. ‘Global Citizenship’ including International links, was

graded as ‘exceptional’ and ‘outstanding.' Ladybarn PS

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3 Levels of Recognition

Foundation certificate (does NOT expire)

Intermediate certificate (does NOT expire)

Accreditation certificate (in order to retain the status a school needs to reapply during

its 3rd year of accreditation)

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Foundation Beginning the journey into the international work, looking

to establish partnerships and introducing global themes to the classroom

- at least 1 International activity Retrospective award

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Intermediate

Enriching education, encouraging global citizenship, established partners overseas, worked on collaborative projects with them, shared practise

- at least 3 International activities - at least 1 activity with a partner overseas

Retrospective award

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Foundation + Intermediate: Application process

NO deadline Retrospective award - international activities where at least a

part of the activity took place within the past 12 months from the date of submission.

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Accreditation

- at least 7 International activities - at least 3 activities with a partner/s overseas - at least 1 language learning activity - a whole school approach

2 step application process (forward heading)

Embedded international learning and fostered a culture of global citizenship

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Reaccreditation

Reaccreditation will have not only embedded but also disseminated its international learning to other schools. - at least 7 International activities - at least 3 activities with a partner/s overseas - at least 1 language learning activity - a whole school approach - Ambassadorial role - supports other schools with international work

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Accreditation + Reaccreditation: Application process

1. Step Statement of Intent (throughout the academic year) - shortcut OR Action Plan (deadline) – if expert feedback required 2. Step

Impact Evaluation (deadline)

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International Activity

– international focus (eTwinning, Erasmus+, etc.)

– genuine classroom activities spread throughout the whole academic year

– show awareness of other cultures and countries

– broad range of subjects

– majority of young people involved

– a collaboration between your pupils and teachers with overseas partner/s showing exchange of information between both parties (Intermediate, Accreditation levels only)

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International Activity Example

Become an Estate Agent Entrepreneur as part of Erasmus+ Project ‘My house , my culture’

Every pupil involved created a BILINGUAL Virtual tour of their house.

Having been taught the relevant vocabulary in French and/or Spanish and having been trained on the necessary technology, pupils involved created a bilingual tour of their house to which subtitles, using the app ‘subtitle me’, was added. These were uploaded to the blog and saved on the school shared area.

The aim of this activity was to introduce the houses and cultures of the pupils in the 5 International Schools to each other. Other aims included those mentioned above such as digital and communication skills.

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Get in touch

Thank you for attending!

Please get in touch with the ISA team with any queries 020 7389 4620 or [email protected]

https://schoolsonline.britishcouncil.org

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Other Erasmus+ Opportunities

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Key Action 1

School staff mobility

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Key Action 1 is the biggest part of theprogramme

63% of education, training and youth budget allocated

Focus on increasing mobility and skills

Organisations apply for funding to providemobility opportunities

Key Action 1: Learning Mobility of Individuals

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Staff Mobility Teachers School Leaders Other School Education Staff

Teaching Assignments

Abroad

Staff Training Structured courses Training Events Job shadowing Observations in Partner School

Opportunities in the Schools Sector under Key Action 1

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German Language Training Teacher to attend intensive language training course in Germany in

order to introduce 2nd MFL to the school

Job Shadowing at Denmark SEN specialist school Funding to job shadow and observe creative outdoor play. Funding to

visit Denmark and gain insight into good practice.

Sending staff to conference tackling school dropouts Aim to reduce young people's non-completion of upper secondary

vocational education

Examples of KA1 projects

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What support do we provide

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Erasmus+ Helpline • Helpline: Monday – Friday 08.30 – 17.30• T +44 (0) 161 957 7755

For general enquiries: [email protected]

For project specific enquiries: [email protected]

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Community Events and Webinars

Learning Networks

Annual Conference

Support webinars

Sector Specific Events

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Erasmus+ website

www.erasmusplus.org.uk

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E-newsletter- sign up now!

• Receive the latest Erasmus+and sector specific news

• Stay up-to-date with deadlinereminders, online booking forevents and webinars

• Feature your project news.

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

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Social media channels

Follow us on Twitter:

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

Like us on Facebook:

https://www.facebook.com/ukerasmusplus

View our YouTube channel:

http://www.youtube.com/erasmusplusuk

Follow us on Storify:

https://storify.com/erasmusplusuk

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Post Card Activity &

Evaluation Forms

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Post Card Activity- Notes to self! • Is Mobility Tool+ up-to-date?

• Let the UK National agency know if the school contactdetails have changed

• Have we been in touch with project partners recently?

• Don’t forget to start working on the interim report

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Remember ….• Read your Grant Agreement and Annexes carefully

• Involve other members of staff in the projectmanagement and application

• Keep everything, record everything!

• Don’t leave things until the last minute before

deadlines

• Comply with your Grant Agreement, Annexes andProgramme Guide

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• Record everything as your project progresses

• Utilise the Mobility Tool+ and keep it up-to-date

• Notify us of any changes to the project

• Submit reports on time and to a good standard

Remember ….

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Thank you and Good Luck Helpline: Monday – Friday 08.30 – 17.30

T +44 (0) 161 957 7755 E [email protected] W www.erasmusplus.org.uk/

@erasmusplusuk

www.facebook.co.uk/ukerasmusplus