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SHARE Conference
Paris, 17-18 March 2010
Welcome
Axel Börsch-Supan
Introduction, State of the SHARE projects, Budget
Kathrin Axt: Budget, ContractsEva Schneider: Family list, Conferences
© SHARE-Consortium
Purpose
• Get wave 4 going: Discuss pilot results and continue preparation of wave 4
• Substantive research! Go through all papers of FRB3
• Business:
• Report on state of SHARE projects State of ESFRI process (coordinator, countries) To do list for countries
• Refresher sample set up
• Data dissemination and publication policy (FRB3!)
• Budget matters (PREP-LIFE-LEAP-M4) and related contracts
SHARE Conference
Paris, 17-18 March 2010
State of the SHARE projects
Axel Börsch-Supan
Introduction, State of the SHARE projects, Budget
© SHARE-Consortium
What is happening in 2010?
Wave 4 surveyinstrument (LEAP)
Wave 4 surveyagencies
Wave 4 pilots and tests
Concrete long term arrangements
Actual money on the table for wave 4
Wave 3 final data collection (LIFE)
Start setting up data (LIFE)
Analyses: FRB
Wave 1-2 data base maintenance (LEAP, M4)
Memorandum of Understanding (PREP)
Basic engagement
SHARE-ERIC Statutes:Center, Countries, To Dos
© SHARE-Consortium
Agenda
• Business:
• Report on state of SHARE projects State of ESFRI process (coordinator) Draft Statutes 6.0c: Presubmission OK, Article 1 (3) deleted, VAT exemption from Germany State of ESFRI process (countries) To do list for countries
• Refresher sample set up
• Data dissemination and publication policy (FRB3)
• Budget matters (PREP-LIFE-LEAP-M4) and related contracts
© SHARE-Consortium
ERIC-Statutes
Article 1
Establishment of a SHARE-ERIC
(1) There shall be a distributed European Research Infrastructure called the Survey of Health,
Ageing and Retirement in Europe (SHARE).
(2) SHARE shall obtain the legal form of a European Research Infrastructure Consortium
(ERIC) incorporated under the provision of Council Regulation 723/2009 of 25 June 2009
and be named “SHARE-ERIC” (hereafter also referred to as “the Organisation”).
(3) SHARE-ERIC shall be an international body within the meaning of Article 151(1)(b) of
Directive 2006/112/EC, and an international organisation within the meaning of the second
indent of Article 23(1) of Directive 92/12/EEC and of Article 15(c), of Directive 2004/18/EC.
© SHARE-Consortium
• Business:
• Report on state of SHARE projects State of ESFRI process (coordinator) Draft Statutes 6.0c: Presubmission OK Article 1 (3) will probably be deleted Still needed: VAT exemption from Germany two more countries‘ OK State of ESFRI process (countries) To do list for countries
• Refresher sample set up
• Data dissemination and publication policy (FRB3)
• Budget matters (PREP-LIFE-LEAP-M4) and related contracts
Agenda
IE
PLCZ
IL
ES
PT
SVHU
SE
DK
DE
CH
ATFR
SP IT
GR
BENL
LUX
Memo of Understanding: Warsaw
Austria, Belgium, Czech Republic, Estonia, France, Germany, Israel, Italy, Portugal, Spain, Switzerland, and The Netherlands,
IE
PLCZ
IL
ES
PT
SVHU
SE
DK
DE
CH
ATFR
SP IT
GR
BENL
LUX
Memo of Understanding: Paris
Austria, Belgium, Czech Republic, Estonia, France, Germany, Israel, Italy, Portugal, Spain, Switzerland, and The Netherlands, U
K
© SHARE-Consortium
• Business:
• Report on state of SHARE projects State of ESFRI process (coordinator) Draft Statutes 6.0c: Presubmission OK, Article 1 (3) deleted, Still needed: VAT exemption from Germany two more countries´ OK
State of ESFRI process (countries) To do list for countries : Statutes translated, Statutes accepted
• Refresher sample set up
• Data dissemination and publication policy (FRB3)
• Budget matters (PREP-LIFE-LEAP-M4) and related contracts
Agenda
© SHARE-Consortium
Countries
• Statutes translated? Statutes formally accepted? Money on the table?
• SE, DK, EE
• BE, NL, LUX, FR
• DE, CH, AT
• PL, CZ, SV, HU
• PT, ES, IT, GR, IL
• IE, UK
© SHARE-Consortium
• Business:
• Report on state of SHARE projects State of ESFRI process (coordinator) Draft Statutes 6.0c: Presubmission OK, Article 1 (3) deleted, Still needed: VAT exemption from Germany two more countries´ OK
State of ESFRI process (countries) To do list for countries : Statutes translated, Statutes accepted
• Refresher sample set up
• Data dissemination and publication policy (FRB3)
• Budget matters (PREP-LIFE-LEAP-M4) and related contracts
Agenda
© SHARE-Consortium
Countries
• Refresher sample: individuals plus partners (not households), oversampling of cohorts 57-60, get gross sample ex ante!
• New possibilities to draw? How large (money on the table)?
• SE, DK, EE
• BE, NL, LUX, FR
• DE, CH, AT
• PL, CZ, SV, HU
• PT, ES, IT, GR, IL
• IE, UK
© SHARE-Consortium
• Business:
• Report on state of SHARE projects State of ESFRI process (coordinator) Draft Statutes 6.0c: Presubmission OK, Article 1 (3) deleted, Still needed: VAT exemption from Germany two more countries´ OK
State of ESFRI process (countries) To do list for countries : Statutes translated, Statutes accepted
• Refresher sample set up
• Data dissemination and publication policy (FRB3)
• Budget matters (PREP-LIFE-LEAP-M4) and related contracts
Agenda
© SHARE-Consortium
SHARE-M4Multinational Advancement ofResearch Infrastructures on Ageing
WP1: Management of the contract
WP4: Multi-country
data basemaintenance
WP8: Response behaviour
WP9: Multi-modeinterviewing
facility
WP10: Biomarkers
WP5: User trainingand feedback
WP11: European
healthmodule
WP3: Standards and procedures
WP7: Global access
WP12: Social and
familialembedding
WP13: European
pension claimsdata base
WP15: European time usemodule
WP16: European 50+ exclusion module
WP17: Transnational access services
ScienceInfrastructure service
Management
WP2: Conferences and communication
WP6:Interviewer training and
quality control
WP14: Harmonized
incomemeasures
Pillar 3:
4 years
8 mio €
17 WPs
12 partners
30% cut?
© SHARE-Consortium
• Business:
• Report on state of SHARE projects State of ESFRI process (coordinator) Draft Statutes 6.0c: Presubmission OK, Article 1 (3) deleted, Still needed: VAT exemption from Germany two more countries´ OK
State of ESFRI process (countries) To do list for countries : Statutes translated, Statutes accepted
• Refresher sample set up
• Data dissemination and publication policy (FRB3)
• Budget matters (PREP-LIFE-LEAP-M4) and related contracts
Agenda
- release 0 strictly internal
- release 1 in November
- no publications with release 0
- FRB short articles based on release 0
- conference presentations only with disclaimer: „preliminary-not for quotation“ (verbally and on paper)
- acknowledments to sponsors (EU, NIA, national funds), methodology book
- Springer?
SHARE Conference: Data dissemination and publication policy
Paris, 17 March 2010
SHARE Conference
Paris, 17-18 March 2010
Budget matters
Axel Börsch-Supan
Introduction, State of the SHARE projects, Budget
© SHARE-Consortium
• Business:
• Report on state of SHARE projects State of ESFRI process (coordinator) Draft Statutes 6.0c: Presubmission OK, Article 1 (3) deleted, Still needed: VAT exemption from Germany two more countries´ OK
State of ESFRI process (countries) To do list for countries : Statutes translated, Statutes accepted
• Refresher sample set up
• Data dissemination and publication policy (FRB3)
• Budget matters (PREP-LIFE-LEAP-M4) and related contracts
Agenda
Payment plan to survey agencies for Dec 2009
Still to pay ded advance Still to pay RestSubCon WP8 Status Verification(rest of FW) NIA LIFE LEAP
AT 43.027€ 43.027€ 26.425€ 16.602€
BE_FR 52.835€ 52.835€ 32.449€ 20.386€
BE_NL 88.353€ 88.353€ 54.262€ 34.091€
CH 146.811€ 146.811€ 90.164€ 56.647€
CZ 40.784€ 40.784€ 25.047€ 15.736€
DE 46.378€ 46.378€ 28.483€ 17.895€
DK 58.997€ 58.997€ 36.233€ 22.764€
ES 160.015€ 100.000 60.015€ 36.858€ 23.157€
FR 101.091€ 101.091€ 62.085€ 39.006€
GR 147.305€ 100.000 47.305€ 29.052€ 18.253€
IT 96.882€ 96.882€ 59.500€ 37.382€
NL 106.701€ 106.701€ 65.530€ 41.170€
PL 66.419€ 66.419€ 40.791€ 25.628€Total 1.155.597€
SE 1.179.243,32 SEK
115.554 € 60.000 55.554€ 34.119€ 21.435€adjustments 4.760€
TOTAL 1.271.151€ 260.000€ 1.011.151€ 621.000€ 394.911€
Budget 621.000€ 691.851€Leftover 0€ 296.940€at risk 49.400€
1. still to pay after NIA
2. divide leftover LIFE subcons in
proportion to what is left to pay3. rest out of LEAP
spent in Dec. 09
WP6 Pilots&Pretest Blue: in own budget as personnelYellow: in budget Tilburg Orange: In own budget as subcontracting
pilot pretest leftovers total budget
Austria 30.000
Belgium 15.000 28.500 0 43.500 € 30.547,52
BE-NL need to share BE money
Switzerland 45.000
Czech Rep. 0 0 0 0
Germany 0 0 15.000 15.000
Denmark 45.233 € 45.233,36
Spain 10.000 30.750 40.750
France 27.634 € 12.692,18
Greece 25.000
Italy 32.050
Netherlands 12.900 20.500 33.400
Poland 8.415 25.000
Sweden 42.222 € 42.221,86should be adjusted b/o doesn't do pilot
Total 362.567€ 296.940€ available in LEAP
Ireland 0 € 51.698,00 use for HACs?
Israel 45.892 € 45.891,67 adjustment?
Slovenia 41.155 € 41.154,79 adjustment?Total 0€ 0€ 0€ 449.614€ 435.685€ available in LEAP
NIA fundingMar2010 Jun2010 Sep2010 Sep2011 TOTAL
Agencies US$ 21.546 43.092 1.073.150 728.414 1.866.2031,40 € 15.390 30.780 766.536 520.296 1.333.002
NIA fundingMar2010 Jun2010 Sep2010 Sep2011 TOTAL
Agencies US$ 21.546 43.092 1.073.150 728.414 1.866.2031,40 € 15.390 30.780 766.536 520.296 1.333.002
© SHARE-Consortium
Countries
• Costs for pilot – pretest – any remaining panel care
• Paid by country (part of ESFRI deal)?
• SE, DK, EE
• BE, NL, LUX, FR
• DE, CH, AT
• PL, CZ, SV, HU
• PT, ES, IT, GR, IL
• IE, UK
WP6 Pilots&Pretest Blue: in own budget as personnelYellow: in budget Tilburg Orange: In own budget as subcontracting
pilot pretest leftovers total budget
Austria 30.000
Belgium 15.000 28.500 0 43.500 € 30.547,52
BE-NL need to share BE money
Switzerland 45.000
Czech Rep. 0 0 0 0
Germany 0 0 15.000 15.000
Denmark 45.233 € 45.233,36
Spain 10.000 30.750 40.750
France 27.634 € 12.692,18
Greece 25.000
Italy 32.050
Netherlands 12.900 20.500 33.400
Poland 8.415 25.000
Sweden 42.222 € 42.221,86should be adjusted b/o doesn't do pilot
Total 362.567€ 296.940€ available in LEAP
Ireland 0 € 51.698,00 use for HACs?
Israel 45.892 € 45.891,67 adjustment?
Slovenia 41.155 € 41.154,79 adjustment?Total 0€ 0€ 0€ 449.614€ 435.685€ available in LEAP
© SHARE-Consortium
• Business:
• Report on state of SHARE projects State of ESFRI process (coordinator) Draft Statutes 6.0c: Presubmission OK, Article 1 (3) deleted, Still needed: VAT exemption from Germany two more countries´ OK
State of ESFRI process (countries) To do list for countries : Statutes translated, Statutes accepted
• Refresher sample set up
• Data dissemination and publication policy (FRB3!)
• Budget matters (PREP-LIFE-LEAP-M4) and related contracts
Agenda