SHARE Conference
Paris, 17-18 March 2010
Welcome
Kathrin Axt: Budget, Contracts
Eva Schneider: Family list, Conferences
Axel Börsch-Supan
Introduction, State of the SHARE projects, Budget
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-Consortium
SHARE Conference
Paris, 17-18 March 2010
State of the
SHARE projects
Axel Börsch-Supan
Introduction, State of the SHARE projects, Budget
What is happening in 2010?
Wave 1-2 data base
maintenance (LEAP, M4)
Wave 3 final data
collection (LIFE)
Memorandum of
Understanding
(PREP)
Basic engagement
Start setting up data (LIFE)
SHARE-ERIC Statutes:
Center, Countries, To Dos
Analyses: FRB
Wave 4 survey
instrument (LEAP)
Wave 4 survey
agencies
Wave 4 pilots
and tests
© SHARE-Consortium
Actual money on the
table for wave 4
Concrete long term
arrangements
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
Agenda
• 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
© SHARE-Consortium
Memo of Understanding: Warsaw
Austria, Belgium, Czech
Republic, Estonia, France,
Germany, Israel, Italy,
Portugal, Spain,
Switzerland, and
The Netherlands,
SE
IE
DK
NL
BE DE
ES
PL
CZ
FR CH AT HU
SV
IT
LUX
PT
SP
GR
IL
Memo of Understanding: Paris
Austria, Belgium, Czech
Republic, Estonia, France,
Germany, Israel, Italy,
Portugal, Spain,
Switzerland, and
The Netherlands,
SE
IE
UK DK
NL
BE DE
ES
PL
CZ
FR CH AT HU
SV
IT
LUX
PT
SP
GR
IL
Agenda
• 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
© 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
Agenda
• 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
© 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
Agenda
• 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
© SHARE-Consortium
SHARE-M4
Multinational Advancement of
Research Infrastructures on Ageing
Management
Pillar 3:
WP1: Management of the contract
4 years
8 mio €
30% cut?
17 WPs
12
partners
WP3: Standards and procedures
WP2: Conferences and communication
WP7:
Global
access
WP8:
Response
behaviour
WP6:
Interviewer
training and
quality control
WP9:
Multi-mode
interviewing
facility
WP4:
Multi-country
data base
maintenance
WP5:
User training
and feedback
WP10:
Biomarkers
WP13:
European
pension claims
data base
© SHARE-Consortium
WP14:
Harmonized
income
measures
WP12:
Social and
familial
embedding
WP15:
European
time use
module
WP16:
European 50+ exclusion module
WP17:
Transnational access services
Infrastructure service
WP11:
European
health
module
Science
Agenda
• 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
© SHARE-Consortium
SHARE Conference:
Data dissemination and publication policy
Paris, 17 March 2010
- 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
Paris, 17-18 March 2010
Budget matters
Axel Börsch-Supan
Introduction, State of the SHARE projects, Budget
Agenda
• 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
© SHARE-Consortium
Still to pay
(rest of FW)
Payment plan to survey agencies for Dec 2009
ded advance Still to pay
RestSubCon WP8 Status Verific
NIA
LIFE
LEAP
spent in Dec. 09
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€
60.015€
36.858€
23.157€
FR
101.091€
101.091€
62.085€
39.006€
GR
147.305€
47.305€
29.052€
18.253€
100.000
100.000
IT
96.882€
96.882€
59.500€
37.382€
NL
106.701€
106.701€
65.530€
41.170€
66.419€
1.155.597€
66.419€
40.791€
25.628€
PL
Total
SE
adjustments
TOTAL
Budget
Leftover
at risk
1.179.243,32 SEK
115.554 €
60.000
55.554€
34.119€
1.271.151€
260.000€
1.011.151€
621.000€
21.435€
4.760€
394.911€
621.000€
0€
691.851€
296.940€
49.400€
1. still to pay after NIA
2. divide leftover LIFE subcons in
proportion to what is left to pay
3. rest out of LEAP
WP6 Pilots&Pretest
pilot
NIA funding
Agencies US$
1,40
€
Austria
Belgium
BE-NL
Switzerland
Czech Rep.
Germany
Denmark
Spain
France
Greece
Italy
Netherlands
Poland
Sweden
Blue: in own budget as personnel
Yellow: in budget Tilburg
Orange: In own budget as subcontracting
leftovers
total
budget
pretest
30.000
15.000
28.500
0
need to share BE money
45.000
0
0
0
0
0
0
15.000
15.000
45.233 € 45.233,36
10.000
Mar2010
21.546
15.390
12.900
30.750
40.750
27.634 € 12.692,18
Sep2010
Sep2011
1.073.150
728.414
25.000
766.536
520.296
32.050
Jun2010
43.092
30.780
20.500
TOTAL
1.866.203
1.333.002
33.400
8.415
25.000
42.222 € 42.221,86
should be adjusted b/o doesn't do pilot
362.567€
296.940€ available in LEAP
Total
0 € 51.698,00 use for HACs?
Ireland
Israel
Slovenia
Total
43.500 € 30.547,52
45.892 € 45.891,67 adjustment?
0€
0€
0€
41.155 € 41.154,79 adjustment?
449.614€
435.685€ available in LEAP
Countries
• Costs for pilot – pretest – any remaining panel care
• Paid by country (part of ESFRI deal)?
WP6 Pilots&Pretest
• SE, DK, EE
• BE, NL, LUX, FR
• DE, CH, AT
• PL, CZ, SV, HU
• PT, ES, IT, GR, IL
• IE, UK
pilot
Austria
Belgium
BE-NL
Switzerland
Czech Rep.
Germany
Denmark
Spain
France
Greece
Italy
Netherlands
Poland
Sweden
Blue: in own budget as personnel
Yellow: in budget Tilburg
Orange: In own budget as subcontracting
leftovers
total
budget
pretest
30.000
15.000
28.500
0
need to share BE money
45.000
0
0
0
0
0
15.000
10.000
30.750
15.000
40.750
27.634 € 12.692,18
25.000
12.900
32.050
33.400
20.500
8.415
25.000
42.222 € 42.221,86
should be adjusted b/o doesn't do pilot
362.567€
296.940€ available in LEAP
0 € 51.698,00 use for HACs?
Ireland
Israel
Slovenia
© SHARE-Consortium
0
45.233 € 45.233,36
Total
Total
43.500 € 30.547,52
45.892 € 45.891,67 adjustment?
0€
0€
0€
41.155 € 41.154,79 adjustment?
449.614€
435.685€ available in LEAP
Agenda
• 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
© SHARE-Consortium