7B Appendix 8 Recognition Partnership Development Proposal

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APPENDIX 8 – RECOGNITION PARTNERSHIP DEVELOPMENT PROPOSAL (PDP)
FOR INTERNAL USE ONLY. This template should be read and completed alongside 7B – Partnership
Approvals: Policy and Procedure. Please complete all relevant sections of the Form. If the relevant sections
are not completed, the PDP will be returned by Academic Partnerships.
PART A
SECTION A1. DETAILS OF BU LEAD ACADEMIC SPONSOR
Faculty
Lead Faculty Contact
Other Faculties Involved
SECTION A2. DETAILS OF PROPOSED PARTNER
Choose an item.
Type of Organisation
Registered Name of Partner Organisation (please
include name in native language if different)
Registered Address
Name
Title
Details of Lead Contact at
Designation
Partner
Email
Phone
Date of Planning/ Exploratory Visit by BU to
Partner (projected date if necessary)
Date of Planning/ Exploratory Visit by Partner to
BU (projected date if necessary)
Does BU have a Current or Archived Partnership
Agreement with this partner
If Yes, please specify the Current or Archived
partnership model (s):
Visit Conducted by
Hosted by
☐ Research/Staff Exchange
☐ Erasmus+:
Staff Exchange ☐
Student Exchange ☐
☐ Student Exchange
☐ Other (give details)
Please provide an Executive Summary (no more
than 300 words) of the proposed partnership
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7B - Partnership Approval: Policy and Procedure
☐ Recognition
☐ Endorsement
☐ Validation
☐ Franchise
☐ Off-Campus Delivery
☐ Shared/Delivery Programme
SECTION A3. THE PROPOSAL - RECOGNITION
Suggested term of Contract (one/three/five years)
Partner Underpinning Programme(s) (list all)
BU Programme(s) (Receiving Programmes) (list all)
Expected date of first enrolment at BU
Initial curriculum mapping
Expected date of FASC (or
complete (yes/no)
sub-group) meeting:
Recognition for Entry with
If Yes- specify entry level
Advanced standing? (yes/no)
(FHEQ Level 4/5/6)
Please provide details about the realistic expected outcomes for the partnership (these will be used for monitoring)
Year 1
Year 2
Year 3
Number of students from the
partner that will enrol with BU
Additional Programmes added
to the Recognition Agreement
BU Faculties involved
Are there opportunities to develop another partnership
model with the proposed partner?
☐ Research/Staff Exchange
☐ Erasmus+:
Staff Exchange ☐
Student Exchange ☐
☐ Student Exchange
☐ Other (give details)
Have you discussed the proposal with the International
Marketing and Student Recruitment Team (IMSRT)?
(Please provide details)
Which other BU Faculties may be interested in developing
this partnership in the future?
PART B – To be completed in consultation with your Faculty Executive Team
SECTION B1. ALIGNMENT WITH DELIVERY PLANS AND BU2018
Does the Proposal Align with the Faculty Delivery
Plan? (Yes/No)
Please provide details of how
Does the Proposal Align with BU2018 Vision and
Values? (Yes/No)
Please provide details of how
International partners only: does the Proposal Align
with the Global Engagement Plan? (Yes/No)
Please provide details of how
International partners only: have you obtained
market intelligence from the International Marketing
Student Recruitment Team (Yes/No) (If yes attach the
feedback to the PDP)
Please specify what marketing support will be
required (if any):
SECTION B2. FUNDING
Please Indicate the BU funding available to support this partnership
(external funding should be described in section 4-7 above with details of the proposal)
Source
Amount
£
Source
Amount
£
Source
Amount
£
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7B - Partnership Approval: Policy and Procedure
☐ Recognition
☐ Endorsement
☐ Validation
☐ Franchise
☐ Off-Campus Delivery
☐ Shared/Delivery Programme
SECTION B3. RISK ASSESSMENT
Risk Assessment – please complete the relevant parts and total the scores
Part B – Academic Institutions only
Part A - All partners
BU Partner status
Existing partner for over 4 years
Existing partner of 1-3 years
Former partner (expired)
New partner or previous issues with BU
Proposed partnership
Initial agreement, Research, Staff Exchange, Recognition,
Endorsement
Erasmus+ Student Exchange
Non-Erasmus+ Student Exchange
Off-campus delivery, Articulation
Franchise, Validation, Shared delivery/programme, other
proposals
Partner quality assurance processes
Transparent, well-defined and robust
Processes exist, concerns raised
No clear quality assurance processes in place or not
known
Partner collaboration with UK HEIs
Significant experience (3 or more partners, most active,
long term arrangements)
Some experience (at least 2 partners, one active for more
than 2 years)
Little experience (only recent partners or little activity)
No experience, or not known
Score
1
2
3
4
Select score
Score
Level 4 or 5
1
2
3
4
Level 6
Level 7 or 8
2
3
Select score
Select score
Score
1
3
4
Select score
Score
1
2
2
3
4
Select score
Part E – Government Bodies/Charities Only
Partner Funding
Publicly funded organisation – well funded
Private organisation – well funded
Private organisation - limited funding
No information available
Total for Part B
5
Score
1
Private company, profitable
Not profitable or marginal profitability
No information available
FHEQ Level or equivalent (use highest)
Score
1
2
3
4
Select score
Score
1
3
4
Select score
Total for Part A
Part D – Commercial entities only
Partner Funding
Stock exchange listed, profitable
Partner Funding
Publicly funded institution – well funded
Profitable private institution
Limited public funding
Private institution with limited funding
Score
1
2
3
4
Select score
Part C - International partners only
Partner location
EU/EEA, US, Canada, Australia, New Zealand
Other developed country
Developing country (Developing Country List)
BU experience in partner’s country
Score
1
2
3
Select score
Score
Significant experience (3 or more partners, most
1
active, long term arrangements)
Little experience (recent partners or not active)
3
No experience, or not known
4
Select score
Total for Part C
Experience of partnership model
Score
Significant (3 or more partners, most active long
1
term arrangements)
Some (2 partners, one active for 2 years)
2
Little (only recent partners or little activity)
3
No experience, or not known
4
Select score
Total for Part D
Experience of partnership model
Score
Significant (3 or more partners, most active long
1
term arrangements)
Some (2 partners, one active for 2 years)
2
Little (only recent partners or little activity)
3
No experience, or not known
4
Select score
Total for Part E
Total Score: Insert total from relevant parts
This risk assessment is a high-level tool; further risk assessment may be required later.
Select Risk rating (see guide below)
Select rating
UK academic
Low
8 or below
International
Low
12 or below
institution
Medium
9 to 14
academic institution
Medium
13 to 23
High
15 or above
High
24 or above
UK commercial
Low
10 or below
International
Low
15 or below
partner/Government Medium
11 to 14
commercial
Medium
16 to 22
Bodies/Charities
High
15 or above
partner/Government
High
23 or above
Bodies/Charities
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7B - Partnership Approval: Policy and Procedure
SECTION B4. REFERENCES FOR PARTNERS
Please list all known UK HEI partners. References will be taken up before or after the Stage One approval, depending on the risk
assessment and initial due diligence.
Partner
Type of partnership (i.e. Model)
Length of partnership
SECTION B5. TRAVEL AND SAFETY ISSUES – Complete for international partners only
Please review current FCO advice and consider other information. This review must be updated before any travel (staff or student)
takes place. Additional insurance requirements/restrictions may apply
Travel/safety issues (FCO or other)
Yes/No
Provide details
Only general issues noted
Specific local advice (e.g. crime, safety, weather)
Specific risk of natural disaster or disease
Specific risk of civil unrest or security incident
Serious risk of terrorism including kidnapping
Advise against all travel/all but essential travel
SECTION B6. SUPPORTING DOCUMENTATION
Note any supporting documentation you have attached to the PDP. In the case of Recognition partnerships for example, you
must attach the completed Recognition Arrangement Proposal Form and appropriate course mapping to provide evidence
that the Recognition arrangements are appropriate.
List supporting documentation attached to this proposal (if applicable):
Partnership Model
Document required
Recognition Arrangement Proposal Form
Recognition Partnerships
Provided Y/N
Curriculum Mapping (for Recognition for Entry with Advanced
Standing)
SECTION B7. FACULTY APPROVAL
Please confirm all relevant sections have been completed (Yes/No)
Signature of Lead Academic:
Date:
Signature of Dean:
Date:
Date approved by Faculty Executive team
Date Submitted to Academic Partnerships:
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7B - Partnership Approval: Policy and Procedure
Received:
PART C - For completion by Academic Partnerships after completion of due diligence
OUTCOME OF AP REVIEW
Date of Review
Reviewer
Reviewer Comment
Requirements Identified
Further information required from Faculty
Consult other Faculties before proceeding
Further Due Diligence required
Recommendation
Recommend for stage one approval by PVC (Global
Engagement)
Recommend referring to IUPC for stage one approval
OUTCOME OF LEGAL SERVICES REVIEW
Date of Review
Reviewer
Recommendation
Recommend for stage one approval by PVC (Global
Engagement)
Recommend referring to IUPC for stage one approval
Pro Vice-Chancellor (Global Engagement) Consideration
Date of Review
Decision Made
Refer back to Faculty for further information
Further Due Diligence Required
Refer to IUPC for stage one approval
Not approved – proposal not to be progressed
further
Stage one approval given
Comment
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7B - Partnership Approval: Policy and Procedure
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