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!  ADMIN
 !  Management structure and board creation
   "  PMB
   "  TMB
 !  Quality Assurance
 !  Report creation
 !  PD Ecosystem
 !  PD Programs
 !  Communication
!  FINANCES


                          11-Oct-10
                                               Slide 2 of 25
                   Kick-off, Mallorca, Spain
GA: PC (chair) + 1 delegate of each core partner

  PC Dieter Fensel                           PMB: PC (chair), SC, PM + 1 rep of each
                                                          core partner
 SC Elena Simperl
                                            TMB: PC, SC (chair), Activity 1-3 Leaders,
PM: Alice
Carpenier
                      FM: Leo Garcia                     WP1-7 leaders
  Gregoris Antoniou                    Karl Aberer                   John Domingue   Dieter Fensel




    WP1: CWI
                                   WP4: FBU                           WP6: IJS
     WP2: KIT                                                                        WP8: UIBK
                                   WP5: EPFL                          WP7: STI2
    WP3:FORTH




                                                      11-Oct-10
                                                                                               Slide 3 of 25
                                               Kick-off, Mallorca, Spain
!  PC (chair)
!  SC
!  PM
!  1   rep of each core partner
  !  CWI:
  !  EPFL:
  !  FORTH:
  !  FUB:
  !  IJS:
  !  KIT
  !  STI2
                http://planet-data-wiki.sti2.at/index.php/Boards



                                   11-Oct-10
                                                                   Slide 4 of 25
                            Kick-off, Mallorca, Spain
!    PC (chair)
!    SC
!    Activity Leaders A1-A3
     !  A1: Gregoris Antoniou
     !  A2: Karl Aberer
     !  A3:John Domingue
!    WP leaders WP1-7
     !  WP1:
     !  WP2:
     !  WP3:
     !  WP4:
     !  WP5:
     !  WP6
     !  WP7
                    http://planet-data-wiki.sti2.at/index.php/Boards



                                       11-Oct-10
                                                                       Slide 5 of 25
                                Kick-off, Mallorca, Spain
3 weeks before the deadline
4 weeks before the deadline       The deliverable is revised by
The reviewers receive the         the authoring team according
deliverable from the              to the review reports.             2 weeks before the deadline
coordinating author (email        The work package leader            A final quality check is           1 week before the deadline
attachment, link, etc.).          supervises this process in order   undertaken by the Activity
The coordinating author           to ensure that the deliverable     Leader.                            The Project Manager ensures
                                  implements the reviewer’s                                             that the deliverable is
uploads the deliverable to the                                       The coordinating author
                                  comments.                                                             submitted on time to the EC
wiki.                                                                submits the final version to the
                                                                                                        and (if public) is uploaded to
The reviewers produce detailed    Upon completion the revised        Project Manager.                   the project Web site
reviews using a template, send    deliverable is sent to the         The coordinator author uploads
the reviews to the coordinating   Activity Leader.                   the final version to the wiki
author and upload them to the     The work package leader
wiki.                             uploads the deliverable to the
                                  wiki.




                                     http://planet-data-wiki.sti2.at/index.php/
              Quality_Assurance_procedure:_detailed_decription_of_roles_and_responsibilities#Schedule


                                                             11-Oct-10
                                                                                                                         Slide 6 of 25
                                                      Kick-off, Mallorca, Spain
4 weeks before
                                                      2 weeks before
the deadline            3 weeks before
                                                      the deadline             1 week before
WP leaders request      the deadline
                                                      Activity Leader          the deadline
info from WP            Project Manager
                                                      checks activity          Scientific
members, compile        compiles
                                                      section of               Coordinator final-
WP report and           Management
                                                      Management               checks report
submit it to Project    Report
                                                      Report
Manager




            http://planet-data-wiki.sti2.at/index.php/Creation_Schedule#Management_Reports



                                              11-Oct-10
                                                                                             Slide 7 of 25
                                       Kick-off, Mallorca, Spain
Core partners




Organisations
                                  Associate
 outside the
                                  partners
 PD network




                 11-Oct-10
                                              Slide 8 of 25
          Kick-off, Mallorca, Spain
!    Organisations outside the PD network
     !  Access to research, and data provisioning and
        management results
     !  Ability to participate in training, dissemination and
        community building events
     !  Access to open training infrastructure
     !  Ability to submit proposals to PD Programs
!    Associate partners
     !  All rights of organizations outside the PD network
     !  Ability to submit proposals to PD Programs
     !  Partner logo listed on PD website
     !  Early access to ongoing PD results through participation
        in PD meetings
     !  Opportunity to shape the results and topics of the PD
        Programs through contribution of requirements and use
        cases

                                   11-Oct-10
                                                                Slide 9 of 25
                            Kick-off, Mallorca, Spain
!    PD consortium issues invitation for associate
     partners on a yearly basis (with the first call
     being issued prior to the start of the project)
!    interested parties submit membership
     request to PC by submitting a membership
     application that documents the organization’s
     interest in large-scale data management and
     what they believe they can bring to the PD
     network
!    three-step approval process:
     !  PC referees applications
     !  PC makes recommendations to the PMB
     !  PMB takes the final decision


                               11-Oct-10
                                                    Slide 10 of 25
                        Kick-off, Mallorca, Spain
- 45 days,
              • draft call announcement text
 15-Feb-11




              • communicate call announcement text to
 - 30 days,
01-March 11
                Project Officer

              • upload full call details on website
 - 10 days,
21-March-11   • communicate full call details to Project Officer

              • publish full call details in print media/on
-/+ 0 days,
01-April-11
                website


                                     11-Oct-10
                                                              Slide 11 of 25
                              Kick-off, Mallorca, Spain
• close call
 + 5 weeks,
 11-May-11




               • finalize evaluation preparations
               • communicate names of experts to commission/PO
 Week 6+7,
16-27 May 11
               • conduct evaluation



               • submit evaluation report to Project Officer
  Week 10,     • request accession of the new beneficiary(ies)
13-17 May 11




               • Project Officer approves accession of new beneficiary(ies) to grant agreement
  Week 17      • communicate the result of each proposal to the proposer
01-05 Aug 11




                              http://planet-data-wiki.sti2.at/index.php/Planetdata_programs



                                                       11-Oct-10
                                                                                              Slide 12 of 25
                                                Kick-off, Mallorca, Spain
!  Mailing   list
  !  planetdata@lists.sti2.at
!  Wiki
  !  http://planet-data-wiki.sti2.at/index.php/
     Main_Page
!  Website
  !  http://www.ics.forth.gr/isl/PlanetData/




                            11-Oct-10
                                                  Slide 13 of 25
                     Kick-off, Mallorca, Spain
1. Eligible costs of the project
 a) they must be actual
 b) they must be incurred by the beneficiary
 c) they must be incurred during the duration
 of the project, with the exception of costs
 incurred in relation to final reports or reports
 corresponding to the last period (financial
 audit certificates, final review travel costs,
 etc.) which may be incurred during the period
 of up to 60 days after the end of the project.



                          11-Oct-10
                                               Slide 14 of 25
                   Kick-off, Mallorca, Spain
d) they must be determined in accordance
with the usual accounting and
management principles and practices of
the beneficiary
e) they must be used for the sole purpose
of achieving the objectives of the project,
consistent with the principles of economy,
efficiency and effectiveness
f) they must be recorded in the accounts
of the beneficiary

                       11-Oct-10
                                            Slide 15 of 25
                Kick-off, Mallorca, Spain
g) They must be indicated in the
estimated overall budget in Annex I




                      11-Oct-10
                                           Slide 16 of 25
               Kick-off, Mallorca, Spain
a)    identifiable indirect taxes including value
      added tax,
b)    duties,
c)    interest owed,
d)    provisions for possible future losses or
      charges,
e)    exchange losses, cost related to return on
      capital,
f)    costs declared or incurred, or reimbursed in
      respect of another project,
g)    debt and debt service charges, excessive or
      reckless expenditure


                            11-Oct-10
                                                 Slide 17 of 25
                     Kick-off, Mallorca, Spain
-    a pre-financing of 1.057.000 EUR was paid to the
     coordinator within the 45 days limit following the
     date of entry into force of the grant agreement.

-    5% of the total project Financial Contribution
     (151.000 EUR) was kept by the Commission as a
     Guarantee Fund and will be distributed with the
     final payment.

-    Project partners were asked to provide their bank
     details and the transfers were processed as
     shown in the following table:


                              11-Oct-10
                                                   Slide 18 of 25
                       Kick-off, Mallorca, Spain
11-Oct-10
                            Slide 19 of 25
Kick-off, Mallorca, Spain
- Financial reporting periods:
        P1: from month 1 to month 12
        P2: from month 13 to month 24
        P3: from month 25 to month 36
        Final period: from month 36 to month 48

-    Schedule: within 60 days after each reporting period end date,
     the coordinator will ask each beneficiary to provide the following
     financial inputs for the periodic management report:

          1. Explanation of the use of the resources
          2. Financial Statements – Forms C
          3. Financial Certificates on the Financial Statement

-     The Financial Statement – Form C figures will be keyed by each
     beneficiary in the NEF system, a Web-based online tool for
     completing and submitting forms C via the Participant Portal:
     http://ec.europa.eu/research/participants/portal

                                     11-Oct-10
                                                                 Slide 20 of 25
                              Kick-off, Mallorca, Spain
explanation of personnel costs, subcontracting
and any major costs incurred by each
beneficiary, such as the purchase of important
equipment, travel costs, large consumable items,
etc., linking them to work packages.




                         11-Oct-10
                                              Slide 21 of 25
                  Kick-off, Mallorca, Spain
11-Oct-10
                            Slide 22 of 25
Kick-off, Mallorca, Spain
A certificate on the financial
statements shall be submitted for claims
of interim payments and final payments
when the amount of the financial
contribution claimed by a beneficiary is
equal to or superior to EUR 375 000




                      11-Oct-10
                                           Slide 23 of 25
               Kick-off, Mallorca, Spain
-    after each submission and approval of the Financial
     Statements (FORM C), the commission will transfer
     the amount accepted for the reporting period.

-    Shall the 90% ceiling Maximum community Financial
     Contribution be reached, a deduction will be made.

-    the final payment will take into account the pre-
     financing amount paid at the start of the project. For
     each beneficiary, the financial contribution cannot
     exceed in any circumstances the maximum amount of
     their agreed contractual financial contribution.




                                11-Oct-10
                                                     Slide 24 of 25
                         Kick-off, Mallorca, Spain
PlanetData Management Overview

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PlanetData Management Overview

  • 1.
  • 2. !  ADMIN !  Management structure and board creation "  PMB "  TMB !  Quality Assurance !  Report creation !  PD Ecosystem !  PD Programs !  Communication !  FINANCES 11-Oct-10 Slide 2 of 25 Kick-off, Mallorca, Spain
  • 3. GA: PC (chair) + 1 delegate of each core partner PC Dieter Fensel PMB: PC (chair), SC, PM + 1 rep of each core partner SC Elena Simperl TMB: PC, SC (chair), Activity 1-3 Leaders, PM: Alice Carpenier FM: Leo Garcia WP1-7 leaders Gregoris Antoniou Karl Aberer John Domingue Dieter Fensel WP1: CWI WP4: FBU WP6: IJS WP2: KIT WP8: UIBK WP5: EPFL WP7: STI2 WP3:FORTH 11-Oct-10 Slide 3 of 25 Kick-off, Mallorca, Spain
  • 4. !  PC (chair) !  SC !  PM !  1 rep of each core partner !  CWI: !  EPFL: !  FORTH: !  FUB: !  IJS: !  KIT !  STI2 http://planet-data-wiki.sti2.at/index.php/Boards 11-Oct-10 Slide 4 of 25 Kick-off, Mallorca, Spain
  • 5. !  PC (chair) !  SC !  Activity Leaders A1-A3 !  A1: Gregoris Antoniou !  A2: Karl Aberer !  A3:John Domingue !  WP leaders WP1-7 !  WP1: !  WP2: !  WP3: !  WP4: !  WP5: !  WP6 !  WP7 http://planet-data-wiki.sti2.at/index.php/Boards 11-Oct-10 Slide 5 of 25 Kick-off, Mallorca, Spain
  • 6. 3 weeks before the deadline 4 weeks before the deadline The deliverable is revised by The reviewers receive the the authoring team according deliverable from the to the review reports. 2 weeks before the deadline coordinating author (email The work package leader A final quality check is 1 week before the deadline attachment, link, etc.). supervises this process in order undertaken by the Activity The coordinating author to ensure that the deliverable Leader. The Project Manager ensures implements the reviewer’s that the deliverable is uploads the deliverable to the The coordinating author comments. submitted on time to the EC wiki. submits the final version to the and (if public) is uploaded to The reviewers produce detailed Upon completion the revised Project Manager. the project Web site reviews using a template, send deliverable is sent to the The coordinator author uploads the reviews to the coordinating Activity Leader. the final version to the wiki author and upload them to the The work package leader wiki. uploads the deliverable to the wiki. http://planet-data-wiki.sti2.at/index.php/ Quality_Assurance_procedure:_detailed_decription_of_roles_and_responsibilities#Schedule 11-Oct-10 Slide 6 of 25 Kick-off, Mallorca, Spain
  • 7. 4 weeks before 2 weeks before the deadline 3 weeks before the deadline 1 week before WP leaders request the deadline Activity Leader the deadline info from WP Project Manager checks activity Scientific members, compile compiles section of Coordinator final- WP report and Management Management checks report submit it to Project Report Report Manager http://planet-data-wiki.sti2.at/index.php/Creation_Schedule#Management_Reports 11-Oct-10 Slide 7 of 25 Kick-off, Mallorca, Spain
  • 8. Core partners Organisations Associate outside the partners PD network 11-Oct-10 Slide 8 of 25 Kick-off, Mallorca, Spain
  • 9. !  Organisations outside the PD network !  Access to research, and data provisioning and management results !  Ability to participate in training, dissemination and community building events !  Access to open training infrastructure !  Ability to submit proposals to PD Programs !  Associate partners !  All rights of organizations outside the PD network !  Ability to submit proposals to PD Programs !  Partner logo listed on PD website !  Early access to ongoing PD results through participation in PD meetings !  Opportunity to shape the results and topics of the PD Programs through contribution of requirements and use cases 11-Oct-10 Slide 9 of 25 Kick-off, Mallorca, Spain
  • 10. !  PD consortium issues invitation for associate partners on a yearly basis (with the first call being issued prior to the start of the project) !  interested parties submit membership request to PC by submitting a membership application that documents the organization’s interest in large-scale data management and what they believe they can bring to the PD network !  three-step approval process: !  PC referees applications !  PC makes recommendations to the PMB !  PMB takes the final decision 11-Oct-10 Slide 10 of 25 Kick-off, Mallorca, Spain
  • 11. - 45 days, • draft call announcement text 15-Feb-11 • communicate call announcement text to - 30 days, 01-March 11 Project Officer • upload full call details on website - 10 days, 21-March-11 • communicate full call details to Project Officer • publish full call details in print media/on -/+ 0 days, 01-April-11 website 11-Oct-10 Slide 11 of 25 Kick-off, Mallorca, Spain
  • 12. • close call + 5 weeks, 11-May-11 • finalize evaluation preparations • communicate names of experts to commission/PO Week 6+7, 16-27 May 11 • conduct evaluation • submit evaluation report to Project Officer Week 10, • request accession of the new beneficiary(ies) 13-17 May 11 • Project Officer approves accession of new beneficiary(ies) to grant agreement Week 17 • communicate the result of each proposal to the proposer 01-05 Aug 11 http://planet-data-wiki.sti2.at/index.php/Planetdata_programs 11-Oct-10 Slide 12 of 25 Kick-off, Mallorca, Spain
  • 13. !  Mailing list !  planetdata@lists.sti2.at !  Wiki !  http://planet-data-wiki.sti2.at/index.php/ Main_Page !  Website !  http://www.ics.forth.gr/isl/PlanetData/ 11-Oct-10 Slide 13 of 25 Kick-off, Mallorca, Spain
  • 14. 1. Eligible costs of the project a) they must be actual b) they must be incurred by the beneficiary c) they must be incurred during the duration of the project, with the exception of costs incurred in relation to final reports or reports corresponding to the last period (financial audit certificates, final review travel costs, etc.) which may be incurred during the period of up to 60 days after the end of the project. 11-Oct-10 Slide 14 of 25 Kick-off, Mallorca, Spain
  • 15. d) they must be determined in accordance with the usual accounting and management principles and practices of the beneficiary e) they must be used for the sole purpose of achieving the objectives of the project, consistent with the principles of economy, efficiency and effectiveness f) they must be recorded in the accounts of the beneficiary 11-Oct-10 Slide 15 of 25 Kick-off, Mallorca, Spain
  • 16. g) They must be indicated in the estimated overall budget in Annex I 11-Oct-10 Slide 16 of 25 Kick-off, Mallorca, Spain
  • 17. a)  identifiable indirect taxes including value added tax, b)  duties, c)  interest owed, d)  provisions for possible future losses or charges, e)  exchange losses, cost related to return on capital, f)  costs declared or incurred, or reimbursed in respect of another project, g)  debt and debt service charges, excessive or reckless expenditure 11-Oct-10 Slide 17 of 25 Kick-off, Mallorca, Spain
  • 18. -  a pre-financing of 1.057.000 EUR was paid to the coordinator within the 45 days limit following the date of entry into force of the grant agreement. -  5% of the total project Financial Contribution (151.000 EUR) was kept by the Commission as a Guarantee Fund and will be distributed with the final payment. -  Project partners were asked to provide their bank details and the transfers were processed as shown in the following table: 11-Oct-10 Slide 18 of 25 Kick-off, Mallorca, Spain
  • 19. 11-Oct-10 Slide 19 of 25 Kick-off, Mallorca, Spain
  • 20. - Financial reporting periods: P1: from month 1 to month 12 P2: from month 13 to month 24 P3: from month 25 to month 36 Final period: from month 36 to month 48 -  Schedule: within 60 days after each reporting period end date, the coordinator will ask each beneficiary to provide the following financial inputs for the periodic management report: 1. Explanation of the use of the resources 2. Financial Statements – Forms C 3. Financial Certificates on the Financial Statement - The Financial Statement – Form C figures will be keyed by each beneficiary in the NEF system, a Web-based online tool for completing and submitting forms C via the Participant Portal: http://ec.europa.eu/research/participants/portal 11-Oct-10 Slide 20 of 25 Kick-off, Mallorca, Spain
  • 21. explanation of personnel costs, subcontracting and any major costs incurred by each beneficiary, such as the purchase of important equipment, travel costs, large consumable items, etc., linking them to work packages. 11-Oct-10 Slide 21 of 25 Kick-off, Mallorca, Spain
  • 22. 11-Oct-10 Slide 22 of 25 Kick-off, Mallorca, Spain
  • 23. A certificate on the financial statements shall be submitted for claims of interim payments and final payments when the amount of the financial contribution claimed by a beneficiary is equal to or superior to EUR 375 000 11-Oct-10 Slide 23 of 25 Kick-off, Mallorca, Spain
  • 24. -  after each submission and approval of the Financial Statements (FORM C), the commission will transfer the amount accepted for the reporting period. -  Shall the 90% ceiling Maximum community Financial Contribution be reached, a deduction will be made. -  the final payment will take into account the pre- financing amount paid at the start of the project. For each beneficiary, the financial contribution cannot exceed in any circumstances the maximum amount of their agreed contractual financial contribution. 11-Oct-10 Slide 24 of 25 Kick-off, Mallorca, Spain