Transcript No Slide Title

CARERA
THE IMPACT OF CAP REFORM ON THE
EMPLOYMENT LEVELS IN RURAL AREAS
Kick off meeting
CRETE; 16 – 17 March 2006
Martin Greimel
Project Officer
European Commission
Directorate-General Research
Directorate E: Biotechnology, Agriculture and Food
RTD/E.2/JL
1
Project Officer
•
•
•
•
Organize the evaluation of proposals
Contract negotiation
Project management and monitoring
Specific tasks on Unit level
– Interservice consultation, reports
– Cost Technical Committee
– Preparation of FP7, TP on Forestry
• Organization of workshops,
conferences, etc.
RTD/E.2/JL
2
My job is to catalyze the interactions
between the Consortium and the
European Commission
• Ensure that the Consortium fulfills the
contract with the EC (deliverables)
• Ensure that money is transferred as
quickly as possible
RTD/E.2/JL
3
You will be doing scientific
research and results cannot be
predicted
Thus:
• Changes are expected
• Changes will be accepted
BUT
RTD/E.2/JL
- Inform the EC as early as possible
- Suggest what should be done to
compensate
4
Project Monitoring
• By Commission Project Officer
• New philosophy:
– FP5: detailed monitoring of inputs
– FP6: strategic monitoring of outputs
• Review schedule
– Periodic report (yearly)
– Final report
• Financial audit (at the end of the
project)
RTD/E.2/JL
5
Periodic Report
Delivery and Approval
Delivery –
Calendar days after end of
reporting period
45
Normally 45 (90=tacit approval)
Periodic management report
45
Normally 45
Periodic report on the distribution
of the Community’s contribution
45
N/A
Interim science and society
reporting questionnaire *
45
Normally 45
Interim reporting questionnaire on
workforce statistics*
45
Normally 45
Interim socio-economic reporting
questionnaire *
45
Normally 45
Delivery
Periodic activity report
Approval –
Calendar days after arrival
* Only in the first periodic report
RTD/E.2/JL
6
Periodic Activity Report
• Front page (Guidelines for reporting, Appendix 3)
• Publishable executive summary
• Project objectives and major achievements
during the reporting period
• Workpackage progress of the period (incl. Appendix
2; Tables 1&2 on Deliverables and Milestones)
RTD/E.2/JL
7
Forms
(see guidelines for reporting)
Appendix 2
Table 1: Deliverables List
List all deliverables, giving date of submission and any proposed revision to plans.
Del.
no.
Deliverable name
Workpackage
no.
Date due
Actual/Forecast
delivery date
Estimated
indicative
personmonths *)
Used
indicative
personmonths *)
Lead
contracto
r
*) if available
Table 2: Milestones List
List all milestones, giving date of achievement and any proposed revision to plans.
Milestone
no.
RTD/E.2/JL
Milestone name
Workpackage
no.
Date due
Actual/Forecast
delivery date
Lead contractor
8
Periodic Activity Report
•
•
•
•
•
•
•
•
••
••
•
Front page (Guidelines for reporting, Appendix 3)
Front page
Publishable executive summary
Publishable executive summary
Project objectives and major achievements
Project objectives and major achievements
during the reporting period
during the reporting period
Workpackage progress of the period (incl. Appendix
Workpackage
of and
the Milestones)
period
2; Tables 1&2 onprogress
Deliverables
Consortium
Consortium management
management
Other
issues
as ethics)
Plan for
using(such
and disseminating
the knowledge
(see
reporting,
Appendix the
1) knowledge
Planguidelines
for usingfor
and
disseminating
–
–
RTD/E.2/JL
• Exploitableresults
knowledge and its use
Publishable
• Dissemination of knowledge
Non-publishable results
• Publishable results
9
Periodic Management Report
• Front page (Guidelines for reporting, Appendix 3)
• Justification of costs and resources
– Brief description of work performed by each contractor
– Budgeted vs. actual costs by contractor and major
cost items (Appendix 2; table 3)
– Budgeted vs. actual person-months by contractor and
work package (Appendix 2; table 4)
– Explanation of deviations
RTD/E.2/JL
10
Budgeted vs. actual costs by
contractor and major cost item
(Appendix 2; Table 3)
Cost Budget Follow-up Table
T YP E o f
E X P E N D IT UR E
( a s de f ine d by
pa rt ic ipa nt s )
P e rio d 1 P e rio d 2 P e rio d 3 P e rio d 4
a1
b1
c1
d1
T o tal
e1
T o tal
R e m a ining
B udge t
( E UR )
a1+b1+c1+d1/ e
e-e1
T o t al Per so n- mo nt h
0
0%
0
Personnel costs
0
0%
0
M ajor cost item 'x'
0
0%
0
M ajor cost item 'y'
0
0%
0
Other costs ('the rest')
0
0%
0
0
0%
0
T o t al C o st s
RTD/E.2/JL
P ct.
s pe nt
A C T UA L C O S T S
( E UR )
B UD G E T
e
Par t . 1………
Date:
Acronym :
Contract N°:
P A R T IC IP A N T S
*) t o t a l budge t f igure s - no t E C f unding
0
0
0
0
0
11
Budgeted vs. actual person-months
by contractor and work package
(Appendix 2; Table 4)
AC partic. y
0
Workpackage 3:
Workpackage 4:
Workpackage 5:
Workpackage 6:
Title
Actual WP total:
0
0
Planned WP total:
0
0
Title
Actual WP total:
0
0
Planned WP total:
0
0
Title
Actual WP total:
0
0
Planned WP total:
0
0
Title
Actual WP total:
0
0
Planned WP total:
0
0
Title
Actual WP total:
0
0
Planned WP total:
0
0
Actual total:
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Total Project Person-month
Planned total:
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
RTD/E.2/JL
etc…
0
Partic. 3
Planned WP total:
Partic. 2
0
Partic. 1
AC partic. x
Workpackage 2:
Title
Coord.
Actual WP total:
TOTALS
Workpackage 1:
AC TOTALS
PERIOD:
Update w ith end of period WP totals
0
12
Periodic Management Report
• Front page (Appendix 3)
• Justification of costs and resources
– Brief description of work performed by each contractor
– Budgeted vs. actual costs by contractor and major
cost items (Appendix 2; table 3)
– Budgeted vs. actual person-months by contractor and
work package (Appendix 2; table 4)
– Explanation of deviations
• Financial statement by activity by contractor
(Appendix 7)
• Summary financial report (Appendix 7)
RTD/E.2/JL
13
Financial statement by activity by
contractor for a STREP (App. 7)
Research and
Technological
Development /
Innovation
(A)
Contrac
tor
Third
Party(ie
s)
Demonstration
(B)
Contrac
tor
Third
Party(ie
s)
Training
(C)
Contrac
tor
Third
Party(ie
s)
Management of
the Consortium
(D)
Contrac
tor
Third
Party(ie
s)
Other Specific
Activities
(E)
Contrac
tor
Third
Party(ie
s)
Total
(F) =
(A)+(B)+(C)+(D)+(E)
Contrac
tor
Third
Party(ie
s)
Direct costs
Of which
subcontracting
Indirect costs
Adjustments to
previous
period(s)
Total costs
The summary financial report collates this information into one sheet.
RTD/E.2/JL
14
Cost statements
• The costs should be in accordance with
the budget – check this before cost
statements are submitted to coordinator
• You have some flexibility to change the
balance between personnel costs and
other costs without informing EC first
• Major (20%??) changes must be approved
by EC (beforehand)
RTD/E.2/JL
15
Reporting Guidelines
http://cordis.europa.eu.int/fp6/projectmanagement.htm
• Details on elements of the periodic
reports (activity and management)
• Templates to be used
RTD/E.2/JL
16
You are collectively
responsible for this project
• You are collectively responsible for the
deliverables
• Resources can be reallocated among
partners in order to reach the deliverables
• Nobody gets a single Euro before the
scientific report and cost statements
from all partners are approved
RTD/E.2/JL
17
Please direct all questions you have
to the EC via the coordinator
• the coordinator can probably answer some
questions without contacting EC
• The coordinator might think the other
partners should be informed about the
question and the answer
RTD/E.2/JL
18
RTD/E.2/JL
19