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Finance Helpdesk Newsletter #18

Upcoming Open Workshops

New Marie Curie Service

Personal Finance Helpdesk Workshops

Finance Helpdesk Auditor List

Participant funding in JTI projects

New Executive agencies

Latest Updated Version (1.12) of Myer Morron’s FP7 Book available now


Upcoming Open Workshops:

Please note that there a few last minute places still available for next week’s 3 day Marie Curie Workshop:


13-15 May 2008     3 Day Marie Curie Financial Workshop in Brussels, Belgium.  


03 June 2008    3 Day in-depth FP7 Financial Workshop in Brussels, Belgium.


New Marie Curie Service:

As a result of numerous requests, The Finance Helpdesk will start a new Marie Curie Service over the next two weeks.

The Free services offered will include a new section of the Finance Helpdesk Website dealing with Marie Curie and an FAQ section.

Currently the Finance Helpdesk holds 1 Day and 3 day Marie Curie Workshops. The Finance Helpdesk Helpline is open – free of charge – for Marie Curie Questions from participants in our Marie Curie Workshops only.


Personal Finance Helpdesk Workshops:

Subject to available resources, The Finance Helpdesk is able to come to your premises and give personally tailored workshops for your organisations.

We currently give Workshops on the Following Topics:

¬       On Proposal writing (1 and 2 days)

¬       Contract negotiation (1 day)

¬       Financial Workshops (1, 2 and 3 Days)

¬       SME Measures (1 day)

¬       Marie Curie (1 & 3 day)

¬       Proposers Workshop (1 day)


For a typical 1 day tailored workshop we would charge €3,500 + Travel Costs for 1 Lecturer.

If you wish a combination of workshops or one of our 2 or 3 day workshops then our daily charges are lowered.


If you would like some more information then please email us.


Finance Helpdesk Auditor List:

The Finance Helpdesk plans to maintain a public list of FP6 and FP7 experienced Auditors. It is our intention to add to the Helpdesk Website a country by country Auditor list.


If you are an Auditor and are interested in having your organisation included in the list please download further details here.


It has been brought to our attention that some auditors are uncomfortable with providing copies of their audit certificates. We assure total confidentiality of any material that is submitted to us. If you have any concerns, please contact us directly and we can come up with a solution.


Participant funding in JTI projects:

The three ICT Joint Undertakings are currently launching calls for proposal (ENIAC, Artemis and AAL)

There are two basic situations for partners belonging to a FP7 Member State or Associated country: their country is a Member state of the particular JU or not. Please note that the two different uses of the term “Member State”.

For JU Member State participants, they will receive up to 50% funding of their R&D with approximately 1/6th from the JU and an additional 1/3rd from their own national funding direct.

For participants from a country that is not a member of the JU (but are a FP7 Member State or Associated country) then they will only receive the 1/6th funding from the JU. There is also a situation that a country can be a Member State of a JU but commit zero funding in a particular year. Note that they could then, in theory, receive an additional 1/3rd from their own country without them being a member of the JU. This situation is similar to a “project by project” type of participation. However in a recent decision by the Council this was made illegal for EU member States. This ruling would therefore not apply to participants from states associated to the Framework Program. However, in this case that country would not be able to participate in the JU management or supervision activities.

Please also note that a maximum of 10% of the JU resources was forecasted for participants from non-JU Member States or member States not contributing to the budget. This is done because if a country does not provide resources to the call, it also does not leverage extra EC money.


Note that one implication of the R&D funding rules implies that if a particular JU member state has insufficient participation from that country, then the overall funding available to the JU will be reduced.


New Executive agencies:

The European Commission wishes to offload non-political programs such as FP7 and CIP to newly setup Executive agencies. Project officers will be moving from the European Commission to theses new Executive agencies.


The task of executive agencies is to manage (literally to execute) specific activities that would normally have been carried out by specific departments within the European Commission. As they concentrate on this management role, and have no policy remit, executive agencies can be more effective and more efficient in addressing the needs of their client base (in this case the research communities).


The setup of these new agencies will create a major disturbance for all at the end of this year when the transfer is due to take place.


Executive agencies are new organisations established by the European Commission which will be entrusted with certain tasks relating to the management of one or more Community programmes.


These agencies are set up for a fixed period. Their location has to be at a seat of the European Commission (Brussels or Luxembourg).


Latest Updated Version (1.12) of Myer Morron’s FP7 Book available now:

Includes various editing changes and in particular the following more substantive changes:

Updated FP7 reporting requirements 9.4

New section on Project reviews – see 9.5

Updates on JTI funding and process 11.7 and 11.8

Added high level material into Section 17 on People Program


To download please click here.



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