Consortium Agreement for the Project - HWF

Consortium Agreement for the Project
“Households, Work and Flexibility”
Agreed by the Consortium in June 2001
The purpose of the Consortium Agreement is to construct a document which
describes a voluntary agreement between the participants on the project
regarding the use of data, publication rights and the general management of the
project, both during the project lifetime and afterwards.
This Consortium Agreement was circulated and discussed between April and
June 2001 and confirmed at the project meeting in Sweden in June 2001.
1. Publications and Rights to publications
1. Working papers and project deliverables will in principle be published on the
website as well as working papers of the project. These should be acknowledged
as belonging to the HWF project with an acknowledgement in the form of words:
"Published as part of the Households, Work and Flexibility Project of the
European Union Fifth Framework Programme. Homepage www.hwf.at"
2. Each working paper and project deliverable shall have an author. National reports
should include the national teams. Comparative reports should include the main
author and then a list of all project partners who collected the data in the
acknowledgements.
3. Articles published in journals or books should include an acknowledgement to the
project as a whole.
4. Academic working papers arising from the project, but not directly a project
deliverable or workpackage, can be published elsewhere as long as the project is
acknowledged using the form of words recommended above.
5. Articles can be published at any time during and after the end of the project.
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6. There should be co-operation between the partners concerning reports using
comparison between countries and the acknowledgement above should be used.
In addition acknowledgement of the partners who contributed the relevant data.
7. If there is a book emerging from the project, all partners should be consulted.
8. Every partner has the right to use the data of the other partners, but he/she should
inform the relevant partner that his/her data is being used . Approval is needed
but there will be no veto.
9. Copies of articles/reports/conference papers should be sent to Claire Wallace in
Vienna for archiving and for use in project reports.
November 15, 2001
Rights to Data
Survey data
After the end of the project, the data from the project should be for the exclusive
use of project participants for a period of TWO YEARS after the end date of the
project. After that, it will be publicly archived and available for general use.
Before this period, people not involved in the project would need to get the
permission of the Consortium and would be allowed to publish material as long a
a member of the Consortium was involved.
Other data (e.g. Reports)
Once the deliverable is delivered, it becomes a public document and is available
for use by project participants and by the general public. However, it should be
acknowledged using the form of words above.
Co-operation
Co-operation between project partners and teams is desirable and to be
encouraged in whatever form it takes.
The use of data should also take into account the regulations on access to
knowledge enclosed in Annex 2 of the contract.
If a team leader or partner or team member leaves the project, the access to the
data remains with the rest of the consortium, as set out in Annex 2 of the
contract.
Note that the copyright for the data and publications lies with the individuals
involved in the Consortium and not with the institutions in which they work.
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November 15, 2001
Division of Tasks and Responsibilities
In general, the team leader in each country is responsible for the output and
conduct of research in that country, including co-ordinating their own national
team.
The team leader of each country is obliged to come to project meetings, or to
send a substitute.
If the team leader is for some reason unable to discharge their responsibilities,
they should contact the project co-ordinator and in consultation with them
develop some contingency plan as soon as possible. However, we should note
that all teams are responsible directly to the European Commission for the
conduct of the work.
The co-ordinator should be kept informed about any alternative arrangements to
those set out in the contract and agreed between partners at project meetings.
Problems should first of all be referred to the Co-ordinator and Management
Committee for internal consultation within the project before the matter is
referred to the Commission, at which stage the contract could be terminated (as
set out in Annex 2 of the contract).
If the team leader leaves the project for whatever reason, it is necessary to
contact the co-ordinator and to develop an alternative plan of action either
BEFORE they leave or WITHIN ONE MONTH after they have left.
In any dispute between project partners (between teams), the Management
Committee has final decision-making powers.
In any dispute within project teams, where it might affect the work of the project,
there should be some consultation with the Co-ordinator and the Management
Committee. Any changes that might affect the conduct of the project should be
notified to the co-ordinator as soon as possible (as set out in Annex 2 of the
contract).
Division of Responsibilities
There shall be a Management Committee which is responsible for resolving
disputes, dealing with problems, planning and co-ordinating the project beyond
the day-to-day responsibilities of the Co-ordinator.
There shall be a Technical Committee which is responsible for the technical
administration and construction of the questionnaire and the data analysis.
These committees will meet as necessary at times in addition to main project
meetings.
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Additional people can be co-opted on to these Committees as needed and
required.
Management Committee
The Management Committee consists of Claire Wallace and Christine Cousins.
The composition of the Management Committee can be changed at any time
following discussion at any of the full project meetings.
Technical Committee
The Technical Committee consists of Endre Sik, Jiri Vecernik, Annet Jager,
Claire Wallace, Ning Tang, Manuela Stanculescu, Sergej Nagaev and Mattias
Strandh. Each has a right to nominate another representative if they cannot
attend the meeting.
November 15, 2001
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November 15, 2001
Notation
WP 1-8 Workpackages
D1-15 Deliverables
M1-7 Meetings of the project team
R1-6 Six monthly reports to DGXll
T0-35 The months of the project (i.e. T0=month 1, T1=month 2 etc.)
Work packages
Workpackage No.1
Critical Review
Methods
Phase 1 T0-11
A critical review of the literature and debates
about flexibilisation in each country
a. Literature review
b. Review of policy documents
c. Consultations with different disciplinary specialists, expert interviews
d. Consideration of relevant surveys and secondary data
e. Listing of literature using standardised software (Pro-Cite)
f. Delivery of report for each country in English
Duration T0-T11
P2-P8. One senior and one junior researcher working together
Resource allocation:
P1 to co-ordinate and standardise
Report at T10 which will form the basis of Progress Report No.2 to
Deliverable
European Commission (D1)
Work package no. 1 will be the same for Partners 2-8
Workpackage No.2
Surveys (1)
Methods
Duration
Resource allocation:
Design and implementation of sample survey in each country
a. Development phase of survey
!"Engage survey organisations
!"Collect and screen appropriate question
b. Production of questionnaire in English and translation into different
languages
c. Fielding survey
d. Cleaning and preparation of results
e. Report of Survey in English from each partner
T0-T11
P2-P8. One senior and one junior researcher working together
Subcontractors (survey organisation in each country)
Co-ordination and standardisation by P1
Report at T10 which will form the basis of Progress Report No 2 to
Deliverable
European Commission (D2 and D3)
D3 Country level data set to be made available to all partners
The same workpackage for partners 2-8
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November 15, 2001
Workpackage No.3
Context Reports (1)
Methods
Duration
Resource allocation:
Deliverable
Phase 2 T12-23
Country Contextual Reports describing the policies and labour market
trends affecting flexibilisation
a. Agree and circulate guidelines for collection of information (to be agreed
at M3).
b. Write contextual reports including discussion at M3 and M4
c. Delivery of Reports in English
T12-T23
P2-P8 Senior and junior partners in each country working together
Co-ordination and standardisation by P1
Report of country context (D6) by T22 to form part of Progress Report no.
4 to European Commission at T23
Workpackage No. 4
Suvey analysis (2)
Methods
Duration T 12-T23
Resource allocation:
Analysis of national survey data sets
a. National level analysis of results to be discussed at M3 and M4
b. Draft reports to be circulated of analysis
c. Final reports to be delivered in English
d. Communication of national level results in national language
e. Results put on the web page
P2-P8 Junior and Senior researcher working together in each country
Co-ordination and standardisation P1
Workpackage No.5
Dissemination (1)
Methods
Duration
Resource allocation:
Deliverable
National level dissemination of results in the national language
1. Communication with relevant interest groups at national level T0-24
2. Construction of web page by T11
3. Presentations at conferences and seminars.
d. Meetings and policy briefings at national level
T11-T23
P2-P8. One senior and one junior researcher working together
P1 Co-ordinator to construct web page
Policy briefings in national languages (D10)
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November 15, 2001
Workpackage No. 6
Survey analysis (3)
Methods
Duration T 24-T35
Resource allocation:
P2-P8
Co-ordination P1
Deliverables
Workpackage No.7
Context Reports (2)
Methods
Duration T 24-T35
Resource allocation:
P2-P8
Co-ordination P1
Deliverable
Workpackage No.8
Dissemination (2)
Methods
Phase 3 T24-35
Comparative survey analysis of all countries
a. Bring together different survey data sets and combine into multinational
survey data set
b. Agree strategy for writing between partners at M5 c.Circulation and
discussion of draft report
d. Final Report Preparation
e. Final Report delivery
Multi-national data set D9
Draft Report of surveys combined D11
Final Report due T33 as basis of final report to the European Commission
T35 (D13)
Comparative analysis of flexibility trends and policies
a. Bring together country context reports
b. Circulation of draft report
c. Draft context report finished
d. Final Report preparation
e. final Report delivery
Draft Report (D12)
Final Report due T33 as basis of report to the European Commission T35
(D13)
International level dissemination of results
a. Contact with relevant interest groups
b. Meetings and policy briefings with relevant interest groups
c. Creation and up-dating of web-page and electronic newsletter
d.. Meeting in Brussels to report results
e. Reports at seminars and relevant international conferences
T11-T35
Duration
Resource allocation: P1 Co-ordinator in association with P2-8
Construction of Web page (D5)
Deliverable Policy briefings (D15)
Final Reports on Web page (D16)
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November 15, 2001
5. Deliverables, Milestones
Title A B
D1 Critical Review
Critical review of the main currents of thought and main issues of the
Tll
F
project, including country differences in ideas of flexibility
D2 Questionnaire in English
Questionnaire to be fielded agreed by all partners in English
T4
F
D3 Country data sets of survey data T9 D
D4 First Reports of Survey for each country T10 D
D5 Construction of web page and mailing list for disseminating main
results
T11
F
D6 Country context reports from each country T23 F
D7 Survey analysis results. Report of country analysis and information for
the web page
T23 F.
D8 Presentation of intermediary results in Brussels T23 D
D9 Data set of combined surveys T30 D
D10 Policy briefing about main survey results, national level T30 F
D11 Draft final report of survey analysis T30 D
D12 Draft final report of country context analysis T35 D
D13Final Report: surveys comparison T35 F
D14 Final Report country context reports comparison T35 F
D15Policy briefing about main survey results, international level T35 F
D16 Final Reports on the webpage T35 F
A=Delivery date; B=Draft of Final
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