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Övgü Öztürk
SRDC
Welcome
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WHO IS AFRAID OF THE COMMISION!!!
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STEPS

• WHAT IS EUROPEAN UNION COMMISION ?
• MAIN INSTRUMENTS
• PROJECT COORDINATION
• Contract Structure
• Consortium Agreement
• Intellectual Property Rights
• Financial Issues
• Negotiation Process
• Meetings
• Reporting
• Technical Implementation Plan
• CONCLUSION

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EUROPEAN UNION

• The European Union is based on the rule of law
  and democracy.
• To raise standards of living, built an internal
  market, launched the euro and strengthened the
  Union's voice in the world.
• The European Union (EU) was set up after the 2nd
  World War.
• on 9 May 1950
• Belgium, Germany, France, Italy,
  Luxembourg and the Netherlands.

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The EU is run by five institutions

• European Parliament (elected by the peoples of
  the Member States)
• Council of the Union (composed of the governments
  of the Member States)
• European Commission (driving force and executive
  body)
• Court of Justice (compliance with the law)
• Court of Auditors (sound and lawful management of
  the EU budget).

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INFORMATION SOCIETY DIRECTORATE OF EUROPEAN
COMMISION

• Lisbon Strategy 2000
• to enforce research activities regarding
  Information Society technologies.
• to generate competition and stimulate the
  development of applications and content
• to supports initiatives that encourage and enable
  all European citizens to benefit from, and
  participate in, the Information Society.

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ORGANISATION STRUCTURE OF THE DIRECTORATE
Director General (Fabio COLASANTI )
C
. . . . .
Deputy Director General
Directorate R
Directorate A
Directorate F
Head Of Unit
Head Of Unit
Head Of Unit
Head Of Unit
Head Of Unit
Head Of Unit
eHealth
PO
PO
Project Officer
PO
PO
.
.
PO
Project Officer
PO
PO
. .
PO
PO
PO
PO
.
.
PO
.
Rosalie Zobel
PO
PO
Project Officer
PO
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• http//www.cordis.lu/en/home.html

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MAIN INSTRUMENTS
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CONTRACT STRUCTURE

• CORE CONTRACT
• -standard with specific of project
• Annex I
• -technical tasks
• Annex II
• -general conditions
• Part A. Implementation, Deliverables,
  Termination, Responsibility
• Part B. Financial Provisions
  ,Sanctions
• Part C. Intellectual Property
  Rights
• Annex III
• -instrument specific

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• Annex IV
• -form for consent of contractors for the
  contract
• Annex V
• - form for new legal entities
• Annex VI
• - financial statement forms

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GOOD NEWS
Commission
Co-ordinator
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Fixed-time limit to send the Accession Forms
30 days
Co-ordinator
Contractors
Contractors
Contractors
Contractors
Contractors
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CONSORTIUM AGREEMENT

• internally between the contractors
• before negotiation
• subject to change ammendments
• distribution of funds
• organisation of the work
• IPR ( Intellectual Property Rights )
• Global Risk Management ( collective
  responsibility, non-performance
• 
  financial issues)
• Management Committee , decision-making
  process

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INTELLECTUAL PROPERTY RIGHTS

• Commission has usage, dissemination, protection
  rights by default
• Prior Notice for transfer of owner-ship,
  publication of knowledge
• Access Rights
• Knowledge Royalty - free
• Pre-existing know - how Royalty
  free for project work

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FINANCIAL ISSUES

• Costs

• Direct Costs

Personel Durable Equipment Subcontracting Travel
Subsistence Consumables Computing Protection of
Knowledge Specific Costs(Conference,etc)

• Indirect Costs ( Overheads )

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Cost Models

• FC actual direct and indirect costs
• FCF actual direct costs flat rate for
  indirect costs
• AC actual additional non-recurring direct
  costs flat rate
• ! 20 of direct costs minus subcontracting
• Always same model

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COST REPORTING

• Cost Statements ( 2 signed copies )
• Integrated Cost Statement Forms
• Summary Sheet of Transfer
• Audit Certificates

In 30 days
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KEY POINTS

• At the end of the project the remaining amount is
  paid back
• Be careful about the last year
• Max Advance Payment 40
• Do financial checks more often among the
  partners

• Co-ordinator
• arrange the payment ratios during the project
• dont pay the non-working partner
• exchange rate
• transfer charge of money
• regulations for late submittion of cost
  statements

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KEY POINTS

• Transfer
• max 20 of eligible costs
• Between categories IPR
• Inform other partners
• Inform Project Officer
• about the changes in budget
• put some rules in Consortium Agreement

• Collective Financial Responsibility
• FORM A6 (initially coordinator)
• Financial Information( 12 months)

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NEGOTIATION

• Invitation Letter
• Preparations
• Bank Account
• Legal Registration Documents
• Draft CPF forms
• Draft Annex I( Description of Work, Technical
  Annex )
• Negotiation Meetings ( 1rst, if necessary 2nd)
• Final CPFs and Annex I
• (CPF Editor software tool)

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NEGOTIATION

• Contents
• based on evaluation results
• budget/funding
• timeframe for negotiation
• duration of the project

• Co-ordinators Responsibilities
• to lead the team of contractors
• to ensure consortium agreement during
  negotiations
• to send the related documents 5 days
  before negotiation to the PO

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MEETINGS

• Kick-off Meeting
• working relations
• personal commitment
• enthusiasm
• All partners PO

• Project Management Meeting
• common draft periodic report
  beforehand
• Technical Meetings
• Final Meeting

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REPORTING

• within 45 days of the end of the reporting
  period
• Documents
• Periodic Activity Report
• Periodic Management Report
• Distribution of Funds
• Audit Certificate
• Additional Technical Documents

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TECHNOLOGICAL IMPLEMENTATION PLAN

• Within the two months of the project close
• (mid-term TIP)
• Contents
• summary
• use of knowledge ( timetable, outline of
  resources )
• protection of knowledge
• differences with the original proposal

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CONCLUSION

• Comprehensive Consortium Agreement
• Regular Controls
• Keep contact with the PO
• Attend all the meetings regularly
• Collect All the

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Thank You!