1. Cover sheet

Final Report

Contract number: 0101-L012/32

Co-ordinating institution: Technical University of Budapest

Project title: SANDWICH

Name of the author: Dr. Peter Moson, co-ordinator of the project

Phone: 36-1-463-26-90.

Fax: 36-1-463-12-91

email: moson@tutor.nok.bme.hu , www: http://tutor.nok.bme.hu

Author of the financial part: Ildikó Varga, assistant co-ordinator

Phone: 36-1-463-23-97

Fax: 36-1-463-25-61

Date: August 31, 1998

Introduction

The aim of this project is the establishment of the structure of long cycle alternating higher educational forms in engineering leading to diploma, based on the adaptation of international experiences (especially apprenticeship - CNAM, France), and real demands of Hungarian enterprises. The realization is carried out through pilot modules.

The work in the project was divided in 9 sub-modules (Information technology, General management of the project, Professional /4 technical and 3 human type education/ modules). A more detailed description please find on the Internet: http://tutor.nok.bme.hu. (In the table below we often refer to a linked /with hot word technique/ document).

CHAPTER I. (Activities between March 1, 98 - August 31, 98)

The activities in this additional Working Period followed the plans elaborated in the Report of Working period 4. We remind the corresponding part of Report 4. (February 28, 1998):

"Activities planned by the end of the project: The academic activity will go on (in this sense - even if there is no continuation - the end is in summer 1999). TUB is willing to open new modules. The consortium members continue the activities to the extension. Evidently all reports, presentations required by Phare will be prepared."

I.A. Table of realized activities

Activities realized in the period 28.02.98-31.08.98

Activities

Time

Document

4.1. Extension - enterprises (needs analysis, answers) 02.98-08.98
4.2. Extension - ministry (reports, proposals) 03.98-06.98
4.3. Extension - students, universities (publicity - papers, meetings eg. Hungarian Rectors' Conference, Phare Conference) 03.98-08.98
4.4. Extension - projects (TEMPUS, Leonardo) 03.98

I.B. Detailed description of Activities

The basic activities of this period were:

1. Industrial period for the students of 4 modules (10th semester: environmental technics - management, steel structures, process engineering, 8th semester: steel structures, architecture)

  1. Development of organizational structure. The alternating education is integrated into the TUB TANOK (Tanfolyami és Nemzetközi Oktatási Központ - director Dr. A. Penninger). Creation of the office for alternating education at TUB (director-coordinator - M. Perger).

3. Actions for sustainability, extension (esp. financial type. proposals to the ministry, Phare, OECD experts to create the legal and financial background of long term functioning; further applications to EU /TEMPUS, LEONARDO/ to help in the transitory phase; to other enterprises carried out by Dunaferr; to other universities carried out mainly by TUB with the participation of other consortium partners).

Please find a detailed description of activities below.

Summary of activities (February, 98 - August 98):

March 6, 98. Meeting at TUB. Participants: A. Penninger (TUB TANOK director), L. Dunai, P. Moson, M. Perger, I. Varga. The questions of continuation and extension of alternating education activities were discussed. A. Penninger informed the participants about his decision to create an organisational unit to deal with the alternating education.

March 7, 98. The coordinator took part and delivered a lecture at the meeting of young Hungarian economists "EDUCATION AND ECONOMIC DEVELOPMENT".

01-05, 98. Investigation of legal, financial background of the alternating education.

1. Mr. I. Horváth Chairman of the Board, General Director of the Dunaferr Ironworks CO has prepared a document summarizing the experience obtained at this company in alternating education and formulated some proposals for the future.

The first part of the document (5 pages) evaluates the project as a success and describes the general principles of this educational experience, and the details of first industrial period (work done by the students, tutorship, evaluation).

The second part (4 pages) raises the questions to decide from legal, financial, organizational viewpoints. It contains proposals as well.

The document has been sent to the Ministry of Culture and Public Education.

2. Mr. E. Udvardi Lakos counselor of the ministry above has prepared a document (11.03.98) about the financing of enterprise - higher education cooperation. The basic variants of this proposal are:

- to allow to use a part (0.2-0.5%) of the professional education tax (1.5% of total salary amount) for higher education as well,

- To increase the tax above by 0.5% specially dedicated to this objective,

- to introduce some tax reduction at the enterprises, which have similar activities.

The topics has been discussed on ministry and governmental level. In May Mr. L. Dinya, vice secretary of state (Ministry of Culture and Education) visited the Dunaferr Company and discussed the questions above with Mr. I. Horváth, president director general.

March 98. Further participation in EU projects

There is an intensive work in preparation of LEONARDO (CNAM, Mr. Laulan, Sol) and TEMPUS project (TUB Mr. .Moson). The plans are discussed among the partners (CNAM, Dunaferr, TUB, German, Hungarian partners).

There is an intensive work (mainly done by Dunaferr) to involve other enterprises, chambers etc. Several positive reflections were received.

The coordinator regularly informs other organizations interested (Hungarian, French TEMPUS Office, Hungarian Rectors' Conference /on March 31, 1998/ etc).

The future students are informed by different ways as well (e.g. a paper published in the TUB students' journal: Jövő mérnöke /Engineer of the Future/

April 15, 1998. Report of Working Period 4, Information material for Phare conference (June 12-13, 98).

April 21, 1998.

Steve Roberts and Elisabeth Siklos (The external monitoring and assessment service for the Phare programme) visited the project. The coordinator and financial coordinator informed them about the objectives , results of activities. Mr. Roberts underlined the importance of financial issues, plans, cost analysis in case of regular work (after the pilot stage).

May 6, 1998. Visit of the Phare evaluators (Dr. F. Tátrai /PMU/, Dr. L. Hollán /EU expert/, Dr. G. Agg /HU expert/). The general evaluation was positive (See reports attached). The members of the committee asked for a detailed investigation of the sustainability of the project (taking into account the tasks, responsibilities of the main partners: ministry, enterprises, university, students etc.) in the final report.

June 12-13, 98. Balatonszéplak, Hungary. Presentation of the project at the Phare Conference by Ms. T. Zupkó (director, Dunaferr Human Institute) and Ms. M. Perger (Head of TUB Alternating Education Office). The summary and proposals of the 1st subproject were formulated by P. Moson (coordinator) the chairman of the session (see the full summary attached in Hungarian - main proposals will be included in the final report).

July 7, 98. Paris. Ch. Sol and P. Moson discussed the recent extension type activities, esp. the the preparation of the visit of I. Horváth (Dunaferr PDG), Gy. Hatvani (director general of Hungarian Energy Office, co-chairman of the Round Table of Industrialists), A. Penniger (Director, TUB TANOK), M. Perger to France /October 19-20, 1998/.

CHAPTER II.

Section 1. Overall assessment of the project

Here we give brief answers for the questions formulated in Phare document ANNEX3a.More detailed descriptions can be found in the earlier reports and in the Timetable attached in an APPENDIX 1.

Fall 95. Application procedure, organization of the consortium.

January 96. Training of the TUB staff at CNAM, determination of the modular structure, beginning of previous activities:

- 1. Information technology - Á. Nagy,

- 2. General management - common activities - P. Moson,

- 3. Architecture module - T.Matuscsák, R..Klujber,

- 4. Environment module - T. Lajos, M. Parti,

- 5. Process engineering module - P. Arató, I. Loványi,

- 6. Steel structure module - M. Iványi, L. Dunai,

- 7. English communication module - J. Sárvári,

- 8. Native communication module - É. Kelemen, M. Perger,

- 9. Management module - J. Hóka.

June 96. Official beginning of the project. Elaboration of the organizational structure of management (2 coordinators P. Moson - Ch. Sol, Steering Committee, 6 members committee at TUB etc.).

August 96. Elaboration of legal background of alternating education on TUB level.

September 96. Beginning of the first academic period in modules 4-6.

October 96. Installation and beginning of the regular work of project information system.

Fall 96. Elaboration of the final variant of curriculum in modules 4-9 (by university and enterprise specialists), acceptance on faculty level. (In module 3. the corresponding work was carried out in Spring 97.)

November 96, January 97. Tutors' training (industrial and university) by CNAM. Preparation (deadlines, documentation etc.) of the industrial period.

February 97. Beginning of the first industrial period based on the new methodology.

July, September 97. Conferences to evaluate the students' professional achievements in the first year.

September 97. Beginning of the academic period.

November 97. Final evaluation conference, proposals for the future (with participation of all interested bodies - consortium members, representatives of ministry, Phare, students etc.)

February 98. Beginning of industrial period.

Winter, Spring 98. Presentation of the results on different meetings, conferences. Extension and sustainability activities.

Continuously. Investigation of methodological, legal, final conditions of the alternating education. Information about the results achieved.

CO-OPERATION

Name of institution/organisation/consultant

Business

Town

Country

Technical University of Budapest (TUB) education Budapest Hungary
Conservatoire National des Arts et Metiers (CNAM) education Paris France
INGENIEURS 2000 foundation Champs/Marne France
Hungarian Round Table of Industrialists (HRTI) foundation Budapest Hungary
National Union of Building Industry Entrepreneurs (Építési Vállalkozók Országos Szakszövetsége - ÉVOSZ) chamber Budapest Hungary
Budapest Foundation For Enterprise Promotion (BVA) foundation Budapest Hungary
IBISTRA (Business and continuing training Ltd) company Berlin Germany
Dunaferr Rt. company Dunaújváros Hungary
Civil Buildings Construction Ltd. (Középületépítő Rt.) company Budapest Hungary
HDSys Ltd. (Apple Computer IMC Hungary) company Budapest Hungary

Group 1. Dunaferr, CNAM, Ingénieurs 2000, TUB. Strong cooperation, participation in all activities. Dunaferr took part in the following main tasks: (i) adaptation of French technology based on their earlier experience; curriculum, material development; (ii) education, professional work, evaluation in the industrial period; (iii) extension to other enterprises; (iv) investigation of legal, financial background of the project. CNAM, Ingénieurs 2000: (i) know-how of alternating education; (ii) Training of specialists (managers, human resources specialists, tutors etc.); (iii) evaluation, (iv) international component, involvement of foreign enterprises. TUB: (i) adaptation of French technology; (ii) curriculum, material development; (iii) education, evaluation in the academic, industrial periods; (iii) extension to other universities, enterprises; (iv) investigation of legal, financial background of the project; (v) project management.

Group 2. Ibistra, Hungarian Round Table of Industrialists (GVK) active participation in the work of consortium, special work for the project: Ibistra - information and investigation of the participation of German enterprises; GVK - information of Hungarian enterprises.

Group 3. The other consortium partners were informed about the activities. Their participation was mainly on module level.

Section 2. Subject specific features of the project

Section 3. Financial evaluation.

Section 4. CONCLUSIONS

General remarks.

  1. Initiation of longer 4-6 years projects, programs (Then the whole life cycle of a training could be seen, it would take into account the Hungarian realities, eg. the work of the Hungarian Accreditation Committee).
  2. More information about the realized projects (to avoid parallel development, better use of results).
  3. Sustainability. Transitory (smaller) financial support for successful projects. Another summarizing conference in 2 years time (it could motivate the continuation of other projects as well).
  4. Support to enterprises on legal, governmental level (possibility of use of a part /0.2-0.5%/ of total salary fund for higher educational purposes). The aim is the support of projects, creation of the financial background of newly formed cooperations.

Remarks concerning the Phare programme (which could be useful in case of organization of similar programs).


APPENDIX 1.