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EDUCATIONAL PARTNERSHIPS PROGRAM
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for Project Directors > Project
Administration
Project Directors' Handbook
> Getting
Your Educational Partnerships Program Started: Information and Suggestions
> Health
Insurance
> DS-2019 forms, J visas, and
Exchange Visitor Visa Tracking Systems
> Fly America Act
> Money Transfers
> Orientation for Exchange
Participants
> Classroom
Dynamics and Academic Resources
> Maximizing
Impact
> Computer
Equipment Purchases
> Bureau
of Educational and Cultural Affairs Contacts
> Grant
Changes and Amendments
> Reporting
Requirements
> Alumni
Website Membership
> Recommendations
from Former Project Directors
> Conclusion
Getting Your Educational Partnerships Program Started:
Information and Suggestions
We look forward to working with you during your project. The information
below is being provided to assist you in getting your program started
and background information that may be helpful in handling the business
aspects of the project. We include information on health insurance, visas,
the Fly America Act, money transfers, participant orientation, classroom
dynamics and academic resources, maximizing impact, computer equipment
purchases, Department of State contacts, and grant changes and amendments.
grant reporting requirements, and foreign visitor departures from the
United States. You and your project administrative staff should be familiar
with this material. The final sections include information on alumni website
membership and recommendations from previous project directors that you
might find helpful.
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Health Insurance
Projects must ensure that all foreign exchange participants are covered
by a comprehensive health insurance plan. Health insurance coverage for
foreign exchange participants is an eligible program expense and can be
charged to your grant. J visa regulations require that at minimum, insurance
must cover: (1) medical benefits of at least $50,000 per person per accident
or illness; (2) repatriation of remains in the amount of $7,500; (3) expenses
associated with the medical evacuation of the exchange visitor to his
or her home country in the amount of $10,000; and (4) a deductible that
does not exceed $500 per accident or illness. Please refer to Exchange
Visitor Program regulations, 22 CFR 62.14, for complete details: http://exchanges.state.gov/education/jexchanges/administration.htm#insurance.
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DS-2019 forms, J visas, and Exchange Visitor Visa
Tracking Systems
DS-2019 form completion
Foreign participants must travel to the United States under a J visa
during exchange visits funded by this program. Other types of visas cannot
be utilized. Grantee colleges/universities are required to prepare DS-2019
(formerly known as IAP-66) forms for all foreign participants who will
be visiting the United States as part of this program. The DS-2019 form
is a recommendation that certifies to a U.S. consular office that a
J-1 visa applicant will be participating in a U.S. educational program
with the support described on the completed form. It is not a visa application,
but a certification of eligibility for a visa and functions as a recommendation
to the consular officer who reviews the participant's visa application.
The completed DS-2019 form should be sent directly to the participant,
not to the U.S. Embassy or Consulate in the country where the participant
is applying for the visa, unless your program officer has advised you
otherwise. Faxes are not acceptable. If you need assistance obtaining
or completing the DS-2019 form, go to the person responsible for J-1 visas
in your college or university. Generally, a centralized office (often
the International Studies/Students Office) at a college/university has
the authority to issue and sign these forms. The DS-2019 is a controlled
form (each one is individually numbered and organizations with the authority
to issue them must account for each individual form) so you will need
to coordinate with your J-1 visa office. U.S. embassies do not issue DS-2019
forms.
It is absolutely crucial that all information on the DS-2019 forms match
the details in the exchange visitor's passport. This is especially important
in countries where there are differing transliterations of the spelling
of names from the native language into English. If the DS-2019 form and
the applicant's passport contain different details, the visa application
will be rejected. It is often a good idea to get a faxed or photocopied
version of the applicant's passport before filling out the DS-2019 in
order to guarantee that the information will be correct.
In the past, there has been some confusion on the part of the U.S. project
directors about whether to prepare the visa paperwork indicating that
the University or the U.S. Government is the sponsor for the applicant.
With partnership program participants, the University acts as the sponsor
and fills out the sponsorship section of the DS-2019 form with their designated
Exchange Visitor Program (J visa) number. This number begins with the
letter "P" which indicates private, rather than government,
sponsorship. When filling out the form, it is important to indicate in
the pull-down computer menu that the program sponsor has received funding
from the U.S. government. The consular officer may consider this information
in deciding whether to grant a visa. In section 5 of the DS-2019 form,
text should be included stating that support for this visitor comes from
the Department of State.
Please also note that there is a two-year home residency requirement
placed on recipients of J visas. The home residency requirement states
that after visiting the U.S. on a J visa, participants are required to
spend two years in their home countries before being eligible to apply
to return to the U.S. on either an immigrant visa or a work visa. Waivers
of this two-year requirement are rarely granted (even in cases of marriage
to a U.S. citizen). The INS restriction does "not" prevent J
recipients from returning to the U.S. on other types of visas (J visas,
student visas, tourist visas) although individual consular offices may
have their own policies or practices.
Visa Interviews
All J visa applicants are now required to undergo personal interviews
as part of the visa application process. Once the participant has received
the completed DS-2019 form from you, it may be a good idea for him/her
to contact the Public Affairs Section at the appropriate Embassy or Consulate
prior to submitting the visa application to confirm that he/she has all
the necessary documentation and discuss the process of scheduling the
visa interview. You may also want to contact the embassy to let them know
that you are in the process of requesting visas for partnership participants.
Please check with your program officer to get the current contact details
for the relevant person at the embassy and encourage foreign participants
to make appointments for their visa interviews with the appropriate consular
authority as soon as possible. Please note that due to increased security
screenings and a new requirement that all visa applicants undergo a personal
interview, visa applications may now take up to three months to process.
It is crucial that all paperwork is prepared and sent well in advance
of the proposed visit. There is little that can be done to expedite the
process so it is important to allow time for potential delays. You should
book travel on tickets that can be re-booked or refunded in the event
that travel cannot take place as scheduled. Since many countries are tightening
their transit visa policies for foreigners traveling to and from the United
States, grant administrators should stay informed of transit visa requirements.
Information on visa processing wait times is available on the Department
of State's Bureau of Consular Affairs' newly redesigned travel web site:
http://travel.state.gov. You can
visit http://travel.state.gov/visa/tempvisitors_wait.php
to obtain wait time estimates for visa interviews and visa processing.
The site also provides links to each consulate's web site, where information
on local procedures and instructions is available. The information can
be useful in determining the amount of lead time needed to obtain proper
visas to travel to the United States for exchange visits.
SEVIS
Recent legislation requires that student and exchange visitor visas be
tracked electronically in a database. The Student and Exchange Visitor
Information System (SEVIS), which was introduced in 2002, is an electronic
database and information tracking system that must now be used to generate
the DS-2019 forms and track and verify the subsequent visa application
process. The SEVIS system allows U.S. consular officers abroad as well
as immigration officers at the point of entry to verify the authenticity
of the DS-2019 form and the visa application. The International Studies/Students
office at your institution should be familiar with this system and should
be able to enter the necessary details on behalf of your exchange visitors.
Additional details on SEVIS and the SEVIS fee can be found on the U.S.
Immigration and Customs Enforcement's Student and Exchange Visitor Program
web site, http://www.ice.gov/graphics/sevis/index.htm.
Visa-related fees
Prior to going to the U.S. embassy or consulates for their visa interviews,
applicants for
J-1 visas, with a few exceptions, were required to pay as of September
1, 2004 a $100 SEVIS registration fee by mail or electronically to cover
the administrative costs of that system. This fee is in addition to the
existing visa application fees. For information on Sevis, see: http://www.ice.gov/graphics/sevis/index.htm.
It also is likely the foreign participants will have to pay for their
visas. The costs of visas vary, depending on the nationality of the applicant,
the duration of the stay and the number of entries. A complete index of
visa charges by nationality can be found at: http://10.8.40.7/ReciprocityWeb/index.htm.
New regulations requiring personal interviews for all U.S. visa applicants
mean that exchange participants from outside of capital cities may incur
costs related to travel for the visa interview. Costs related to SEVIS
registration and the visa application process can be charged to the grant.
Please contact your program officer with any questions.
Foreign Visitor Departures from the United States
Foreign participants are subject to monitoring by the Student and Exchange
Visitor Exchange System (SEVIS) during their exchange visits. When exchange
visitors arrive at your institution, please ask them to provide you with
a copy of any paperwork they receive from the Department of Homeland Security
or other U.S. government agencies for your review. You may be able to
prevent misunderstandings about foreign participant registration requirements
and exit interviews required by the immigration officers when the participants
depart from the United States.
Please note: A U.S. Immigration and Customs Enforcement Fact Sheet issued
by the National Security Entry-Exit System (NSEERS) states: "Some
individuals will require additional scrutiny and will have to provide
additional information under the National Security Entry-Exit Registration
System, or NSEERS . . .. Anyone could be subject to additional scrutiny
and should follow the directions of the Customs and Border Protection
Officer if additional information regarding itinerary, length of stay,
or other security questions is required. A packet of information will
be available at the port of entry explaining the registration procedure."
Since, as stated above, any participant can be subject to NSEERS, ask
your participants if they were interviewed, fingerprinted, and given a
packet at the airport when they arrived. More information can be found
at: http://www.dhs.gov/us-visit
.
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Fly America Act
Both U.S. and foreign participants traveling on grant funds must comply
with the Fly America Act. Please see the Fly America Act guidelines regarding
flight availability. For flights that are code-shared, it is important
that the ticket reflect the flight's designation as being on a U.S. carrier
(not whatever is written on the side of the airplane or the nationality
of the crew.) If you are facing unusual circumstances that might require
an exception to the Fly America Act, please contact your program officer
to discuss the details.
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Money Transfers
Some means of transferring money to the partner location to pay for goods
and services there is generally needed. There are a variety of means to
effect these transfers, each with its own pluses and minuses.
There are instances in which U.S. grantees formally sub-contract with
their foreign partners. The U.S. organization's grant from the Department
of State would need to be amended to reflect this subcontract (unless
it is reflected in the original grant) and the Grants Officer will need
a copy of such subcontracts. Many grantees disburse funds in the host
country (such as local purchases or salaries) directly rather than through
a formal subcontracting arrangement.
Some grantees have wire-transferred money to their partners as part of
a subcontract agreement. Questions to ask when contemplating such a transfer
include: does the partner department or faculty have a bank account? Are
the banks in the partner country reliable? Will the host government tax
the transfer? If the partner is using an account belonging to the university
or some independent organization, will the account owner claim overhead?
Are there restrictions about withdrawing money that is wired (e.g. must
accounts be held in the - sometimes rapidly depreciating - local currency)?
Wire transfers can be processed through banks as well as through companies
such as Western Union.
In some cases it may be possible to use credit cards (e.g. to purchase
computers or plane tickets). For large equipment purchases, it may be
possible to identify a local supplier with ties to western companies and
to work out an arrangement whereby payment is made to a bank account in
a third country and computers with service contracts are delivered locally.
Under such an arrangement, it may be possible to have a signed contract
in advance of payment to make the accountants happy.
Some individual exchange participants have used ATM cards to meet their
living expenses. With both ATMs and credit cards you should be aware of
the potential for identity theft and fraud.
In some cases goods may be purchased in the United States and sent to
the foreign partner. Most commonly airplane tickets fall into this category
(although there are reports that tickets may be substantially cheaper
in foreign countries). Some grantees request that foreign exchange participants
purchase their own tickets and receive reimbursement. This can be a financial
challenge for some partners; it is also necessary to make sure that the
partners clearly understand Fly America provisions.
Some projects rely on individuals to hand carry funds to the partner
country. This does place a large responsibility on the individuals so
tasked.
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Orientation for Exchange Participants
Providing pre-departure or post-arrival orientation for all exchange participants
can make a substantial difference in preparing the travelers to make the
most of their experience abroad. The International Studies/Students Office
at your institution should be able to provide materials and ideas for
orientation sessions for participants arriving from abroad. Orientations
can address issues such as:
- Overview of the country/culture/institution that the exchange participants
will be visiting;
- Goals of the exchange and the role that the participants are expected
to fulfill, including an overview of trip reports, progress reports,
syllabi, or any other types of documentation that the participants will
be expected to produce;
- Information about how to negotiate public transportation/restaurants/stores
in the host city;
- Overview of culture shock and cultural adjustment theory;
- Information on who to turn to if assistance is needed while abroad;
- Discussion of potential differences in academic environment, student/teacher
interactions and interactions with foreign colleagues in the partner
university.
- Overview of any relevant visa tracking/registration or entry/exit
regulations based on new policies from the Department of Homeland Security.
Orientations can be planned for groups or individuals and can consist
of any combination of the above and other topics. Written orientation
materials, which the participants can refer to at a later date, can also
be a useful resource.
We are providing, for your reference, a sample Orientation Guidebook,
developed by a current Educational Partnerships Program project director.
Although this guide pertains specifically to exchanges with Ukraine, it
serves as an excellent example of the types of issues that can be covered
by orientation materials.
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Classroom Dynamics and Academic Resources
Many partnership projects propose to introduce more active teaching methods
at the foreign partner institution. In attempting to introduce new teaching
methods, it is important to consider the relationship of teaching methods,
the availability of resources, and the structure of existing curricula.
Traditionally, academic systems in many countries have focused on classes
in which lectures are read to students in a large classroom, there is
little student-teacher interaction and students are tested on their ability
to reproduce the content of the lectures, verbatim. Students generally
spend many, sometimes up to 30 or 35 hours weekly in class and have little
homework to do outside of class. Additionally, students often hold part-time
jobs to support themselves and their families, further reducing the time
they have available to focus on their studies.
The lack of resources such as textbooks, journals, or Internet access,
which would allow the students to prepare readings or research outside
of class, has contributed to this approach to education in which the class
lecture is the primary source on information. It is not possible to assign
readings to the students if there are no books or journals available from
which to take articles.
Many of the projects supported by the Educational Partnerships Program
have budgeted funds to provide new educational resources to the foreign
partner universities. These materials can have a dramatic impact on the
institutions that receive them. In spite of this, however, it is useful
to keep in mind that the students and faculty with whom you will be working
are likely to be relatively time and resource poor, which will affect
how much you can realistically accomplish in the limited time that you
are working with them.
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Maximizing Impact
Participants in Educational Partnerships Program project can be excellent
resource persons. Please encourage foreign participants in particular
to share their experiences with colleagues in their home institutions
and communities after returning from the United States. In addition, please
look for opportunities to enable your institution and community to benefit
from the presence of your foreign visitors. Please look for opportunities
to introduce them to persons or groups during their exchange visits, and
suggest that they look for opportunities to talk about their U.S. experiences
after they return to their countries.
In your proposals, many of you listed "internationalization"
of your institutions as one of the goals of the partnership proposal.
One way to promote greater awareness of this international partnership
is by developing a project web page which includes information on the
goals of the partnership, tracks progress toward the accomplishment of
the goals, includes pictures of trips to the foreign partner campus or
visits from exchange participants, highlights new courses, revised syllabi,
a calendar of partnership related events, etc. Examples of such websites
can be found at:
Monmouth University and the Higher School of Social Work Social Pegagogics
"Attistiba" Latvia:
http://bluehawk.monmouth.edu/~swork/Latvia_MU_Web/home/index.shtml
University of Georgia, West Visayas State University, and Western Mindanao
State University, the Philippines:
http://www.coe.uga.edu/stc
If you do develop a project website, please remember to share the address
with your program officer. From time to time, you may wish to consult
the Educational Partnerships Programs' website for information on the
activities of other institutional linkages: http://exchanges.state.gov/education/partnership
.
When you visit your partner institution abroad, we ask that you arrange
to meet with the cultural or public affairs officer at the U.S. Embassy
to discuss your project. This can provide an opportunity to learn how
your project fits into the larger context of U.S. government-supported
educational exchange efforts and whether there are other resources or
information that could be useful to the project. Continued support for
Educational Partnerships depends on the Embassy's knowledge of the impact
and accomplishments of projects like yours. In addition, please let us
know about any publicity the project receives or project-related events
that the Department of State might help to publicize.
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Computer Equipment Purchases
If computer equipment purchases have been approved for your project, you
may purchase computers in either the U.S. or the country of the partner
institution or a third country. Challenges associated with purchasing
computers in the United States include: the additional cost of shipping;
the murky issue of what (if any) duties will be imposed and how to request
waiver of such duties on humanitarian donations; the difficulty of obtaining
appropriate service contracts. Because of these challenges many grantees
find that it makes more sense to purchase computers locally. The principal
challenge involved with purchasing computers locally at the partner site
is transfer of funds. In some cases, some types of equipment (or books,
for example) may not be available for local purchase and will have to
be shipped in.
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Bureau of Educational and Cultural Affairs Contacts
Every Bureau grant has both a Grants Officer and a Program Officer. Programmatic
issues, such as changes in planned activities or participants, should
be addressed to the Program Officer. Required reports should be submitted
- in duplicate - to the Grants Officer (see "Reporting Requirements"
section below for more detail). Issues of a contractual nature, including
amendment requests or budget reallocations, should be addressed to the
Grants Officer (although it will expedite the process if the Program Officer
is copied on amendment requests). Financial issues, such as grant disbursement
or reimbursement, should be addressed to the Grants Officer. (Also see
the "Grant Amendments" section below for additional guidance.)
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Grant Changes and Amendments
You should keep a copy of the FY04 Educational Partnerships Program
Request for Grant Proposal (RFGP) and Program Objectives, Goals and Implementation
document (POGI) in your files. These documents include administrative
requirements that apply throughout the grant period. Please contact your
program officer to discuss any changes to the budget, grant period, or
programmatic content of your project. In some cases, a formal grant amendment
is required before such changes can be made.
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