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Appendix ANNEX 3

United Kingdom

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PRELIMINARY COST ESTIMATES DURING PHASE I (WAVE 4)

This Annex gives preliminary cost estimates for running wave 4 of SHARE in 2010 and 2011, i.e., during Phase I according to Article 8(1). The cost categories refer to Article 9 (‘Contributions’). This Annex is not the annual spending plan required by Article 6(5) but serves as a starting point for such a plan which will be set up by the Management Board once the SHARE-ERIC is established.

(A)
  • Preliminary estimates of survey cost estimates have been generated by the SHARE management team based on the 2006 and 2008 survey costs. For new countries, preliminary estimates are based on the costs in comparable countries.

  • (B)
  • Preliminary estimates of operating costs are based on two full-time-equivalent staff in each country with salaries according to the EU Marie-Curie-Programme and estimates of travel, subsistence and overhead costs in each country based on the 2006 and 2008 waves.

    Preliminary operating cost estimates for Austria, the Czech Republic, France, Germany and Poland were supplied by these countries. Their estimated operating costs may involve more or less personnel than assumed in the estimates provided by the SHARE management.

  • (C)
  • Coordination costs for Germany have been estimated based on the 2006 and 2008 waves.

  • (D)
  • The countries’ contribution to all other common costs have been estimated based on the 2006 and 2008 waves and allocated to each country according to Article 9(5). They may, however, be substantially lower or even zero if other funding organisations such as the European Commission or the U.S. National Institute on Aging contribute to these costs via grants or separate contracts.

  • Estimated costs for wave 4 (2010-11) by country and source

    (in thousand EUR)
    (Α)Survey costs for a sample of 6 000 individuals(B)Operating costs (staff, travel, and overheads)(C)Coordination costs(D)Maximum share of other common costsTotal
    Austria 1 006322109 1 438
    Belgium 77831899 1 194
    Czechia 33816771 576
    Denmark 892409105 1 406
    Estonia 46024359 761
    France 1 02432797 1 448
    Germany 7843141 887102 3 087
    Greece 60228584 971
    Hungary 46024355 758
    Ireland 1 024339126 1 490
    Israel 60228579 966
    Italy 78232288 1 191
    Luxembourg 1 556358145 2 059
    Netherlands 794314117 1 224
    Poland 45322650 730
    Portugal 60228566 953
    Slovenia 46024379 781
    Spain 78630091 1 177
    Sweden 1 024339107 1 471
    Switzerland 1 556358122 2 036
    TOTAL 15 983 5 997 1 887 1 851 25 719