CASE STUDY Solution CASE STUDY Solution 1/8 Main characteristics: A - - PowerPoint PPT Presentation

CASE STUDY Solution

CASE STUDY ‐ Solution 1/8

A multi‐site ITN of 8 partners (coordinated by the organisation KIWI) proposes to provide: ‐ initial training of 36 months to 11 ESRs (total 396 person months) and ‐ complementary training to 4 ERs (total 42 person months). A senior visiting scientist (VS) will be recruited by KIWI to share his knowledge and skills during the workshop and summer school organised in year 3 (recruitment for 1 period of 2 months). A conference will be organised in year 3 by KIWI. The event is programmed to run over 2 days and it is expected that 40 external researchers will attend. 25 of these external researchers will be paying their attendance themselves, whilst additional funding from the Commission is sought for the remaining 15 researchers. Thus support for a total of 30 external researcher days is requested. KIWI will host: ‐ N° of ESR: 2 * 36 months (Laboratory based research project) ‐ N° of ER: 1 * 12 months (Laboratory based research project) ‐ N° of Sr VS: 1 * 2 months ‐ will organise the workshop in year 3

Main characteristics:

Organisation: KIWI

Country: Germany Main characteristics:

ESR

Employment contract

ER

Employment contract

VS

Fixed amount fellowship

Living allowance (A) Correction factor = 101,5% 34.500 53.000 51.675 Mobility allowance (A) Correction factor = 101,5% 500

Without family

• bligations

800

With family

• bligations

800

With family

• bligations

Travel allowance (B) ‐ yearly Based on direct distance between place of origin and host institution 750 500 1.000 Career exploratory allowance (C) 2000 € for each researcher with a stay of at least 1 year. Contribution to the participation expenses of eligible researchers (D) Table 1

CASE STUDY ‐ Solution 2/8

Activities: 1. Complete the following table 2 with the missing data 2. Calculate the overall KIWI’s budget as per table 3 3. During the project implementation KIWI decided to not take the ER and to use the money allocated to the researcher to increase the budget for the organisation of a large international event. What is the procedure that KIWI should follow to change his budget? 4. KIWI plans to transfer the “Travel allowance” to the ESRs at the end of all the mobility period (so at the end of the 36 months). How KIWI should report this change in the Form C? 5. Due to project’s unexpected situation, the ER will not be able to go to KIWI for his/her mobility period. Is it possible to change such man/month with ESR, and which should be the procedures to follow? 6. In order to be fair KIWI decides to apply the same contract and salary levels for the Marie Curie fellows as the other researchers in its organization, meaning €32.500, for the ESR, and €57.000, for the ER. Is this possible? 7. KIWI provides intensive coaching to the fellows with its own personnel. E.g. Senior Research Manager Silvio Berlusconi will dedicate 1 day a month to coaching, equaling € 17230, of

• salary. In which category should this costs be declared?

CASE STUDY ‐ Solution 3/8

Organisation: KIWI Country: Germany Main characteristics:

ESR

Employment contract

ER

Employment contract

VS

Fixed amount fellowship

Living allowance (A) Correction factor = 101,5%

34.500 53.000 51.675

Mobility allowance (A) Correction factor = 101,5%

500

Without family obligations

800

With family obligations

800

With family obligations

Total Living + Mobility 2*(34.500*3+500*36)*101,5% = 246.645 (53.000+800*12)*101.5% =63.539 (51.675*2/12+800*2)*101,5% =10.366 Travel allowance (B) ‐ yearly Based on direct distance between place of origin and host institution 750 x 3 years x 2 ESR = 4.500 500 x 1 year = 500 1.000 x 1 year = 1.000 Career exploratory allowance (C) 2000 € for each researcher with a stay

• f at least 1 year.

2.000 x 2 ESR = 4.000 2.000 x 1 ER = 2.000 Contribution to the participation expenses of eligible researchers (D) 600 x 36 months x 2 ESR = 43.200 600 x 12 months = 7.200

Table 1

CASE STUDY ‐ Solution 4/8

Table 2

Fellow s Months Number of researchers Fellow s Months Number of researchers Person Months Number of scientists Person Months Number of scientists KIWI 72 2 12 1 2 1 30 1 Participant Number of researcher days for researhers from outside the netw ork Number of events Initial Training 0-5 years Visiting Scientists Open training events and conferences Early-Stage Researchers Experienced Researchers Visiting Scientists (<10 years) Visiting Scientists (>10 years)

CASE STUDY ‐ Solution 5/8

Table 3 A B C D E F G H I Total

Monthly living and mobility allowance Travel Allowance Career exploratory allowance Contribution to the participation expenses of eligible researchers Contribution to the researcher/training/transfer

• f knowledge programme

expenses Contribution to the

• rganisation of international

conferences, workshops and events Management activities (including certification on financial statements) Contribution to overheads Other types of eligible expenses /specific conditions A+B+C+D+E+F+G+H+I

320.550 6.000 6.000 50.400 51.600 9.000 37.003 48.055 528.608 320.550 6.000 6.000 50.400 51.600 9.000 37.003 48.055 528.608 320.550 6.000 6.000 50.400 51.600 9.000 37.003 48.055 528.608 528.608

Requested EC contribution Lump sums/flat-rate Direct actual costs Subcontracting Indirect costs Total Maximum EC contribution

CASE STUDY ‐ Solution 6/8

• Q. During the project implementation KIWI decided to not take the ER and to use the money

allocated to the researcher to increase the budget for the organisation of a large international

• event. What is the procedure that KIWI should follow to change his budget?

A. By derogation from Article 4.2, transfers of budget from the allowances allocated for the activities carried out by the researcher to the amounts allocated for the activities carried out by the beneficiary are not allowed.

• Q. KIWI plans to transfer the “Travel allowance” to the ESRs at the end of all the mobility period

(so at the end of the 36 months). How KIWI should report this change in the Form C? A. The travel allowance must be paid yearly, usually at the beginning of each mobility year.

• Q. Due to project’s unexpected situation, the ER will not be able to go to KIWI for his/her mobility
• period. Is it possible to change such man/month with ESR, and which should be the procedures

to follow? A. Before to do this kind of change is fundamental to inform the Project Officer. In theory it’s possible to do the change and the remaining money of Living allowance could be used for example to extend the mobility period of the ESR

Questions and Answers

CASE STUDY ‐ Solution 7/8

• Q. In order to be fair KIWI decides to apply the same contract and salary levels for the Marie Curie

fellows as the other researchers in its organization, meaning €32.500 of organisation costs for the ESR, and €57.000, for the ER. Is this possible? A. It’s not possible to reduce the salary of the MC researchers, the Living Allowance of the ESR (without family) can not be less of 34.000 euro. Oppositely, please notice that it is possible to increase the salary of the researchers, for example, the Living Allowance of the ER (with family) is € 53.000 and in this case could be increased to € 57.000, nevertheless, please notice that the eligible cost for the EC is only € 53.000, the difference should be paid by the hosting organisation.

• Q. KIWI provides intensive coaching to the fellows with its own personnel. E.g. Senior Research

Manager Silvio Berlusconi will dedicate 1 day a month to coaching, equaling € 17.230, of salary. In which category should this costs be declared? A. To be investigated! The cost of Silvio Berlusconi (own personnel of KIWI) for coaching sessions, may be declared under the cost category “D ‐ Contribution to the participation expenses of eligible researchers”, even if this category of cost is a fixed amount of 600 euro per researcher‐ month (for laboratory research projects)

Questions and Answers

CASE STUDY ‐ Solution 8/8

Carolina SALAS

carolina.salas@pnoconsultants.com Phone: +39 06 33268972 Fax: +39 06 33267022

THANKS FOR YOUR ATTENTION!

Ron WEERDMEESTER

ron.weerdmeester@pnoconsultants.com Phone: +39 085 77547 Fax: +39 085 77547