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