People Legal

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People Legal Financial

• Michael Schijns
• 13 december 2007

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Agenda

• After submission
• Marie Curie agreements
• Reporting
• EC contribution
• Eligible costs
• Payments
• Financial audits
• Consortium agreement

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After submission
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Marie Curie agreements

• Grant Agreement
• Between EC and hosting organisation (beneficiary)
• Single or multi beneficiary
• The agreement
• Between hosting organisation and researcher

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Grant Agreement (1)

• Between EC and hosting organisation
• Core Grant Agreement
• Project duration, reporting periods
• EC contribution
• Description of work (Annex I)
• Project plan, technical content
• Management, resources, budget

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Grant Agreement (2)

• Between EC and hosting organisation
• General Conditions (Annex II)
• Project implementation, financial provisions, IPR
• Specific provisions (Annex III)
• Obligations and relationship host/researcher
• Content of the agreement
• Financial allowances and eligible expenses

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The agreement

• Between researcher and host organisation
• Obligations of both parties
• Amounts to be received by researcher (allowances)
• Social security
• Intellectual property rights (IPR)
• Personal Career Development Plan (IEF, IOF, ITN)

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Reporting

• Hosting organisation submits periodicscientific
  report to EC
• Hosting organisation submits periodicfinancial
  management report to EC
• Reporting period is mostly one year

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Contribution tothe researcher

• Exclusively for the benefit of the researcher
• Living allowance (A)
• Mobility allowance (A)
• Travel allowance (B)
• Career exploratory allowance (C)
• Contribution to participation expenses (D)

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Contribution tohosting organisation (1)

• 100 contribution to eligible costs of
• Execution of partnership (E),(research,
  training, transfer of knowledge)
• Organisation of international conferences,
  workshops, events (F)

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Contribution tohosting organisation (2)

• 100 contribution to eligible costs of
• Management, incl. audits (G)
• up to 3 of EC contribution for single
  beneficiary
• up to 7 of EC contribution for multi beneficiary
• Overheads (H), 10 flat rate of direct costs
• Other types of eligible expenses / specific
  conditions (I)

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Eligible costs

• Eligible costs
• Direct, examples
• Personnel
• Travel
• Consumables
• Equipment
• Subcontracting
• Overheads (10 of above), examples
• Secretariate, administration
• Housing, office supplies, lab

• Non-eligible costs
• Identifiable indirect taxes, incl. VAT
• Duties
• Interest owed
• Provisions for future losses or charges
• Exchange losses, cost related to return on
  capital
• Costs declared/incurred/reimbursed in another EC
  project
• Debt and debt service charges, excessive or
  reckless expenditure

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General cost principles

• Costs must be
• Actual
• Incurred by the participant, during the project
• Determined in accordance with the usual
  accounting and management principles and
  practices of the participant
• EC contribution shall not give rise to a profit

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Payments

• Hosting organisation receives pre-financingfrom
  EC at project start
• Hosting organisation pays researcher
• Costs must be declared yearly to EC,using
  Financial Statement form-C (Annex VI)
• Pre-financing is followed by interim payments and
  final payment

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Financial audits

• Certificate on the financial statements must be
  added to Financial statement form when the EC
  contribution, including the previous statemens,
  exceeds 375.000
• Financial audit will de carried out by an
  external auditor and reported in Certificate
  according toAnnex VII, form D

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Consortium Agreement

• Between hosting organisations
• Organisation, management, financial, IPR
• EC is not a party
• Model consortium agreements exist
• DESCA, http//www.desca-fp7.eu
• EICTA, http//www.eicta.org/index.php?id32id_art
  icle163

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Annexes toGrant Agreement

• Annex I Description of work
• Annex II General Conditions
• Annex III Specific provisions
• Annex IV Accession form A
• Annex V Accession form B
• Annex VI Financial statement form C
• Annex V Form D / E, Model Certificates
• Special clauses
• Annex 3 to People Work Programmeallowances and
  eligible expenses

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More information?

• Michael Schijns
• m.schijns_at_egl.nl
• Jessica de Waal
• j.de.waal_at_egl.nl
• Zweitze Hofma
• z.hofma_at_egl.nl
• Tel [phone]