BUILDING OPPORTUNITIES THROUGH WORKPLACE LEARNING BOWL Monitoring

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BUILDING OPPORTUNITIES THROUGH WORKPLACE
LEARNING(BOWL) Monitoring Record Keeping
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• Introduction to DP
• BOWL
• Lead Partner Trades Union Congress
• Partners UFI, BSA, Leeds College of Technology,
  National LSC, TUC Educational Trust

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• Monitoring and Record keeping
• why is it important?
• ESF requirements
• To meet the needs of the Support Unit
• Claim process easier
• Getting a grip on the DP 2 tier

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• Monitoring and Record keeping
• What needs to be monitored?
• What records need to be kept?
• DP specific
• Monitored beneficiaries, overall DP expenditure,
  partner expenditure, overall DP progress, partner
  progress
• Records as above

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• Monitoring and Record keeping
• How to approach?
• Some Practical Points
• Designated person/s responsible for monitoring
  and record keeping
• Designated person/s responsible for transnational
  monitoring and record keeping
• Deal with partners early Lack of ESF experience,
  one to one visits, timetables
• Customised forms to capture essential DP info
  mini claims

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• Monitoring and Record keeping
• How to approach?
• Some Practical Points
• Setting up systems expenditure and progress
  overview -
• DP wide plus for individual partners, keeps
  track of project, alerts to whether significant
  changes are needed and other issues
• Always an agenda item at quarterly DP meetings
  individual partner meetings held too

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• Monitoring and Record keeping
• How to approach?
• Some Practical Points
• Stressing the importance from the start of the
  monitoring and record keeping function
• Keep in touch with the Support Unit with regards
  to changes to what is required

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• Good Practice
• Support Unit Good Practice Guide
• Support Unit seminars
• Support Unit helpline
• Regular communication with partners
• Time-bound work-plans and expenditure profiles
  for partners
• DP customised beneficiary and other forms
• Databases
• Filing and Archiving!

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• Challenges
• Innovative ideas that work
• Different partners Different approaches
• Support Unit deadlines
• Lead partners laying down the law
• Lead partners information, advice and guidance

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• Some issues to consider
• Ideas for managing partners
• Payment to partners
• Central costs overheads, apportionment
• Ineligible expenditure
• Communication with Support Unit

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BOWL Contact Details

• Tanya Ofonagoro
• Funding Administrator
• TUC Learning Services
• Tel [phone]
• Fax [phone]
• tofonagoro_at_tuc.org.uk

• Joe Fearnehough
• EQUAL Project Manger
• TUC Learning Services
• Tel [phone]
• Fax [phone]
• jfearnehough_at_tuc.org.uk