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European Education and Culture Executive Agency

Capacity-building in the Field of Higher Education 2015

Erasmus+  - EAC/A04/2014

Years
2015
EACEA Erasmus Plus Actions 2014-2020
Key Action 2: Cooperation for innovation and the exchange of good practicesCapacity Building in the field of higher education

Call for proposals

Selection results

Beneficiaries space

Project Management

Project management tools and documents

Projects (Joint Projects and Structural Projects)

  1. Guidelines for the Use of the Grant  EN (Version 2) - Updated 02/05/2016 NEW!
  2. Guidelines for the Capacity Building Partnership Agreement EN
  3. Note on Staff Costs CBHE  EN (Uploaded 24/03/2017)
  4. List of Project Officers at the Agency responsible for the monitoring of the projects  

Special Mobility Strand (SMS) Component

  1. Guidelines for the Use of the Grant EN  (version 3) - Updated 24/10/2016
  2. Inter-Institutional Agreement EN
  3. Grant Agreement for students mobility under SMS EN

       i.    Learning Agreement for studies (Annex) EN Updated 19/05/2016
          - Guidelines on how to use the Learning Agreement for Studies  EN
       ii.    Learning Agreement for traineeships (Annex) EN Updated 19/05/2016
             - Guidelines on how to use the  Learning Agreement for traineeships  EN
   4. Grant Agreement for  staff mobility under SMS EN
       i.    Mobility Agreement for teaching (Annex) EN  Updated 19/05/2016
       ii.    Mobility Agreement for training (Annex) EN  Updated 19/05/2016
   5. Erasmus+ Student Charter EN

Contractual Documents

1. Grant Agreement (projects without SMS) EN
    i. Annexes EN

2. Grant Agreement (projects with SMS) EN
    i. Annexes EN

Reporting

Reporting documents and templates

Instructions for Operational & Financial Reporting

The use of the forms and templates below is mandatory.

Reporting forms

1.    Financial Statements (including 'Statement of the costs incurred and Request for Payment' and 'Final Financial Statement') EN

This xls file should be downloaded once at the beginning of the project and be used all along the project lifecycle for both the on-going monitoring of the use of the grant by the partnership and for reporting to the Agency at mid-term and after the end of the project.

2.    Technical Implementation Report

The Technical Implementation Report has to be filled in and submitted via the eReports system, which is an online tool available on the Participant Portal. Note that on the Participant Portal two possibilities are available:

Technical Report (it means 'Technical Implementation Report' without request for 2nd pre-financing)
Interim Report 1 (it means 'Technical Implementation Report' with request for 2nd pre-financing).

Please choose the appropriate version (see article I.4.1 of your Grant Agreement for further information on the request for 2nd pre-financing).

The eReports User Guide  EN will provide you with detailed instructions on how to complete and submit a Project Report using eReports.

The CBHE e-Reports Explanatory Note EN will provide you with content related information and guiding questions on the different tabs of the eReport.

Before completing and submitting the eReport, read carefully Chapter 2.1 and 2.2 of the CBHE Guidelines for the use of the Grant.

Annexes to be attached electronically to the Technical eReport:

a)    Financial Statements (see point 1 above) in ".xls" format
b)    Declaration of honour EN
c)    Table of achieved / planned results EN
d)    Dissemination plan (if available)
e)    Quality assurance plan (if available)
f)    Report on the 'Special Mobility Strand':  EN this document is applicable and compulsory only for projects including a Special Mobility Strand component.
g)    Only for "Interim Report 1" (see II. above): a duly signed pdf version of the "Statement of the costs incurred and request for 2nd prefinancing": this document corresponds to the spreadsheet "Cost incurred & 2nd pre-financing"  included in the "Financial Statements" (see point 1 of the reporting forms above). Detailed instructions are included in the CBHE e-Reports Explanatory Note.

3. Final report on implementation of the action

The Final Report has to be filled in and submitted via the eReports system, which is an online tool available on the Participant Portal.
The eReports  User Guide    will provide you with detailed instructions on how to complete and submit a Project Report using eReports.

The CBHE Final Report Explanatory Note EN  (Updated 21/06/2018) will provide you with content related information and guiding questions on the different tabs of the Final Report (eReport).

Before completing and submitting the Final Report (eReport), read carefully Chapter 2.1 and 2.2 of the CBHE Guidelines for the use of the Grant.

Annexes to be attached to the Final Report:

a) Financial Statements (see point 1 above) in ".xls" format

b) Declaration of honour  EN

c) Table of achieved results  EN

d) Report on the 'Special Mobility Strand':  EN this document is applicable and compulsory only for projects including a Special Mobility Strand component.

e) A duly signed pdf version of the "Final financial statement": this document corresponds to the spreadsheet "Final financial statement" in the Financial Statements xls file (see point 1 of the reporting forms above).

f) Audit Certificate. Please see point 4 below


4. (Audit) Certificate on the financial statements and underlying accounts (Report of Factual Findings on the Final Financial Report – Type II) EN

Other documents

1.    CBHE Joint Declaration EN  (Updated 27/03/2017) This document replaces the "Staff Convention" and has to be used for the formal registration of staff working for the project.
2.    Individual Travel Report  EN (Updated 18/05/2016)
3.    Time-Sheet EN  (Updated 04/09/2017)

 To open the documents "Time-Sheet" and “Financial Statements”, please right click on the words "en" and select "save target as" or "save link as" to download the document. When saving the file on your hard disk, please choose the file extension .xlsm to activate the macros necessary to add/delete rows in the file.

Dissemination and Visual Identity

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