Template explanation by latenite1002

VIEWS: 7 PAGES: 25

									Template explanation - Please read this first

This budget Excel template contains 9 different sheets (excluding this sheet) for calculating the EC requested contribu

1. FC total                           Automatic calculation of total requested contribution on the basis of the remaining sheets
2. Person months RTD                  Calculation of person-months for RTD activities
3. Person months per WP               Distribution of person-months per work package
4. Other RTD                          Calculation of other costs relating to RTD activities
5. Running costs                      Calculation of running costs related to RTD activities
6. Subcontracting RTD                 Calculation of subcontracting relating to RTD activities
7. Training                           Calculation of costs relating to Training activities
8. Management                         Calculation of costs relating to Demonstration activities
9. Demonstration                      Calculation of costs relating to Management activities

Information relating to all sheets:
Yellow cells are automatic calculations - please do not insert anything
Blue cells are for your person-months and costs - please insert your figures where applicable

There are no pre-defined cost categories for FP 7 but costs must be eligible:
Actual: they must be incurred during the lifetime of the project and determined according to usual accounting and management principles/p
Economic: consistent with the principles of economy efficiency and effectiveness (refer to the standard of "good housekeeping" in spending
Necessary: used solely to achieve project objectives (necessary for carrying out the project and directly linked to the subject matter and sco
Free of non-eligible costs: ineligible costs include, but are not limited to, VAT and other indirect taxes, exchange rate losses,
ating the EC requested contribution:

 basis of the remaining sheets




ounting and management principles/practices
d of "good housekeeping" in spending public money effectively)
y linked to the subject matter and scope foreseen in it).
rect taxes, exchange rate losses, reckless and excessive expenditure
IP budget calculation - Full Cost Model: Euro
Automatic calculation - DO NOT INSERT
Euro exchange rate - DO NOT CHANGE      7.5
                                              Year 1        Year 2        Year 3        Year 4        Year 5        Total        First 18 months
RTD costs                                              0             0             0             0             0            0               0
Indirect cost                                           0             0             0             0             0           0               0
Subcontracting RTD                                      0             0             0             0             0            0              0
Total RTD costs                                         0             0             0             0             0            0              0
EU request R&I (up to 75%)                              0             0             0             0             0            0              0

Training Costs                                         0             0             0             0             0            0              0
Indirect costs                                         0             0             0             0             0            0              0
Subcontracting                                         0             0             0             0             0            0              0
Total Training costs                                   0             0             0             0             0            0              0
EU request Training (up to 100%)                       0             0             0             0             0            0              0

Management *                                           0             0             0             0             0            0              0
Indirect costs                                         0             0             0             0             0            0              0
Subcontracting                                         0             0             0             0             0            0              0
Total Management cost                                  0             0             0             0             0            0              0
EU request (up to 100%)                                0             0             0             0             0            0              0

Demonstration costs                                    0             0             0             0             0            0              0
Indirect costs                                         0             0             0             0             0            0              0
Subcontracting                                         0             0             0             0             0            0              0
Total Demonstration costs                              0             0             0             0             0            0              0
EU Request (up to 50%)                                 0             0             0             0             0            0              0

Total costs                                            0             0             0             0             0            0              0
Total Requested contribution                           0             0             0             0             0            0              0
Calculation of person-months for RTD activities
1. Insert the requested person-months per year (blue cells, top table)
2. Insert the corresponding monthly rate in NOK, including all social costs (blue cells, bottom table)
3. The personnel costs per year will be calculated automatically using a given Euro exchange rate and a 3% increase in wages per year
4. Please check that the person-months given in this sheet corresponds with the person-months given in any other part of the contract


Person-months for type of Personnel
                                                                          Y1         Y2         Y3         Y4         Y5         total         First 18 months

Professor                                                                                                                                0.0            0.0
Post doc                                                                                                                                 0.0            0.0
Senior Researcher                                                                                                                        0.0            0.0
Researcher (stipendiat)                                                                                                                  0.0            0.0
Technician                                                                                                                               0.0            0.0
Total person months                                                            0.0        0.0        0.0        0.0        0.0           0.0            0.0

Calculation of personnel costs        NOK                      Euro
                                      Monthly rate inkl. all
                                      social costs
Professor                                                             0          0          0          0          0          0             0             0
Post doc                                                              0          0          0          0          0          0             0             0
Senior Researcher                                                     0          0          0          0          0          0             0             0
Researcher (stipendiat)                                               0          0          0          0          0          0             0             0
Technician                                                            0          0          0          0          0          0             0             0
Total personnel cost                                                             0          0          0          0          0             0             0
First 18 months
Person-months per work package
1. Distribute the person-months given in sheets 2, 6, 7 and 8 on the corresponding work package (blue cells)
2. Add work packages to the table if necessary
3. Please check that the person-months given in this sheet corresponds with the person-months given in any other pa

Work package                  Y1              Y2             Y3             Y4             Y5

WP1
WP2
WP3
WP4
WP5
WP6
WP7
WP8




Total person-months                     0.0            0.0            0.0            0.0        0.0

Cross check person-months
Sum of person-months given in sheets 2, 7, 8, and 9. Must be equal to cell G23 in this sheet
work package (blue cells)

 son-months given in any other part of the contract

             total          First 18 months

                      0.0            0.0
                      0.0            0.0
                      0.0            0.0
                      0.0            0.0
                      0.0            0.0
                      0.0            0.0
                      0.0            0.0
                      0.0            0.0
                      0.0            0.0
                      0.0            0.0
                      0.0            0.0
                      0.0            0.0
                      0.0            0.0
                      0.0            0.0
                      0.0            0.0


                      0.0
Calculation of other RTD costs
1. Insert any costs for durable equipment and research costs, per year in NOK (blue cells)
2. Running costs will be automatically inserted from sheet 5.
3. Research costs can be adjusted according to the price-index
4. Other total R&I costs will be calculated using a given Euro exchange rate

                                              Y1                 Y2              Y3
Durable equipment and Running costs:
Equipment cost > NOK 30 000 *
Running costs (inserted from sheet 5)
Total durable equipment NOK                                  0               0             0
Total durable equipment EURO                                 0               0             0

Research costs:
Consumables
Innovation costs **
Travel and subsitence
Other (please specify)


Total research costs NOK                                     0               0             0
Total research costs EURO                                    0               0             0

Total other R&I costs                                        0               0             0

*) Equipment that costs under NOK 30 000 is according to the accounting rules at UiB/Unifob not considered as durable equipmen
and is included under research costs

*) Innovation costs can be used for:
- protection of knowledge resulting from the project incl. patent filing of patent (or other IPR)
- dissemination activities beyond the consortium: publications, conferences, workshops
and web-based activities aiming at dissem. the know. & techn. produced studies on soci-economic aspects
- activities promoting the exploitation of the results
                     Y4              Y5            Total       First 18 months

                                                           0             0
                                                           0             0
                                 0             0           0             0
                                 0             0           0             0


                                                           0             0
                                                           0             0
                                                           0             0
                                                           0             0
                                                           0             0
                                                           0             0
                                 0             0           0             0
                                 0             0           0             0

                                 0             0           0             0

rules at UiB/Unifob not considered as durable equipment




udies on soci-economic aspects
Running costs - To be developed

Use of laboratoires, equipment etc.
Calculation of subcontracting on RTD activities

1. Please read the explanation regarding subcontracting given below the tables
2. Specify the subcontractor (s) relating to core elements of the work and insert the costs, per year in NOK (blue cells in top table)
3. Specify any minor subcontractor (s) and insert the costs, per year in NOK (blue cells in bottom table)
4. Subcontracting costs will be calculated using a given Euro exchange rate


                                     Y1              Y2            Y3            Y4             Y5            Total         First 18 months

Subcontracting related to core elements for the work (must be specified in Annex I):
                                                                                                                        0              0
                                                                                                                        0              0
                                                                                                                        0              0
                                                                                                                        0              0
Total NOK                                        0             0             0              0             0             0              0
Total EURO                                       0             0             0              0             0             0              0

Minor subcontracting/external consultation or services (not related to core elements of the work):
                                                                                                                        0              0
                                                                                                                        0              0
                                                                                                                        0              0
                                                                                                                        0              0
Total NOK                                       0             0              0             0             0              0              0
Total EURO                                      0             0              0             0             0              0              0

Total Subcontracting                            0             0              0             0             0              0              0


Subcontracting:
Subcontracting is any service related to carrying out the project
Subcontracting can be related to carrying out core elements of the scientific work or minor services not related as such.
Subcontracting is regulated by specific rules, so if subcontracting is required please read the contract.
In general:
Subcontracting related to core elements of the work must be approved before one enters into the contract and specified in Annex I (a public tender is usually required)
Minor subcontracting can be difficult to foresee, and does not necessarily have to be budgeted
Subcontracting should in most cases not exceed 20% of your costs, and is not subject to overhead (indirect costs)
sually required)
Calculation of costs relating to Training activities

1. Insert the type of personnel and requested person-months per year (blue cells, top table)
2. Insert the corresponding monthly rate in NOK, including all social costs (blue cells, second table)
3. The personnel costs per year will be calculated automatically using a given Euro exchange rate and a 3% increase in wages per year
4. Insert any other costs relating to training activities, per year in NOK (blue cells, third table)
5. Insert any subcontracting relating to training activities, per year in NOK (blue cells, subcontracting). Please read note on subcontracting in sheet 6 "Subcontracting R
6. Total costs for Training activities will be calculated using a given Euro exchange rate

                                                                                    Y1         Y2         Y3         Y4         Y5           Total
Type of personnel, please insert *)
                                                                                                                                                     0.0
                                                                                                                                                     0.0
Total person months training                                                             0.0        0.0        0.0        0.0         0.0            0.0

Type of personnel - List below must be in   NOK Monthly rate inkl. all
accordance with list in table above:        social costs
                                                                         Euro

                                                                                0         0           0          0          0            0            0
                                                                                0         0           0          0          0            0            0
Total personnel training cost                                                             0           0          0          0            0            0

Other training costs:
Arrangement of workshop-courses                                                                                                                       0
Travel and Subsistence for Trainees                                                                                                                   0
Other costs (please specify):                                                                                                                         0
                                                                                                                                                      0
                                                                                                                                                      0
Other training costs NOK                                                                   0          0          0          0            0            0
Other training costs EURO                                                                  0          0          0          0            0            0

Total Training costs ex. subcontracting EURO                                               0          0          0          0            0             0

Subcontracting:
                                                                                                                                                       0
                                                                                                                                      0
Subcontracting NOK                                                                       0              0              0      0   0   0
Subcontracting EURO                                                                      0              0              0      0   0   0

TOTAL TRAINING COSTS EURO                                                                0              0              0      0   0   0

*) Personnel costs for the persons receiving the training is not an eligible cost, nor is wages for PhD student or Post.Doc
ng in sheet 6 "Subcontracting RTD"


             First 18 months


                      0.0
                      0.0
                      0.0




                       0
                       0
                       0


                       0
                       0
                       0
                       0
                       0
                       0
                       0

                       0


                       0
0
0
0

0
Calculation of costs relating to Management activities

1. Insert the type of personnel and requested person-months per year (blue cells, top table)
2. Insert the corresponding monthly rate in NOK, including all social costs (blue cells, second table)
3. The personnel costs per year will be calculated automatically using a given Euro exchange rate and a 3% increase in wages per year
4. Insert any other costs relating to management activities, per year in NOK (blue cells, third table)
5. Insert any subcontracting relating to management activities, per year in NOK (blue cells, subcontracting). Please read note on subcontracting in sheet 6 "Subcontract
6. Total costs for Management activities will be calculated using a given Euro exchange rate

                                                                                    Y1         Y2         Y3         Y4         Y5         Total
Type of personnel, please insert:
Adminstrative personnel                                                                                                                            0.0
Professor                                                                                                                                          0.0
Total person-months management                                                           0.0        0.0        0.0        0.0        0.0           0.0

Type of personnel - List below must be in   NOK Monthly rate inkl. all
accordance with list in table above:        social costs
                                                                         Euro

Administratvie personnel                                                        0          0          0          0          0          0             0
Professor                                                                       0          0          0          0          0          0             0
Total personnel management cost                                                            0          0          0          0          0             0

Other management costs:
Meetings/Workshops *                                                                                                                                0
Travel and subsistence                                                                                                                              0
Other costs (please specify)                                                                                                                        0
                                                                                                                                                    0
                                                                                                                                                    0
Total other management costs NOK                                                          0          0          0          0          0             0
Total other management costs EURO                                                         0          0          0          0          0             0

Total Management costs ex. subcont. EURO                                                   0          0          0          0          0             0

Subcontracting **:
Certificate on the financial statement                                                                                                               0
                                                                                                                                                     0
Subcontracting/audit certificates NOK                                           0             0       0   0   0
Subcontracting/audit certificates EURO                                          0             0   0   0   0   0

TOTAL MANAGEMENT COSTS EURO                                                     0             0   0   0   0   0

*) Meetings/ workshops costs can also be given under R&I-travel/subsistence if applicable
**) Audit certificate produced by an external auditing company is considered subcontracting
subcontracting in sheet 6 "Subcontracting RTD"


             First 18 months

                      0.0
                      0.0
                      0.0




                       0
                       0
                       0


                       0
                       0
                       0
                       0
                       0
                       0
                       0

                       0


                       0
                       0
0
0

0
Calculation of costs relating to demonstration activities

1. Insert the type of personnel and requested person-months per year (blue cells, top table)
2. Insert the corresponding monthly rate in NOK, including all social costs (blue cells, second table)
3. The personnel costs per year will be calculated automatically using a given Euro exchange rate and a 3% increase in wages per year
4. Insert any other costs relating to demonstration activities, per year in NOK (blue cells, third table)
5. Insert any subcontracting relating to demonstration activities, per year in NOK (blue cells, subcontracting). Please read note on subcontracting in sheet 6 "Subcontrac
6. Total costs for demonstration activities will be calculated using a given Euro exchange rate

                                                                            Y1         Y2         Y3         Y4           Y5           Total
Type of personnel, please insert:
                                                                                                                                               0.0
                                                                                                                                               0.0
Total person-months demonstration                                                0.0        0.0        0.0          0.0          0.0           0.0

                                              NOK Monthly rate
Type of personnel - List below must be in
accordance with list in table above:
                                              inkl. all social   Euro
                                              costs
                                                                        0         0           0          0            0            0            0
                                                                        0         0           0          0            0            0            0
Total personnel training cost                                                     0           0          0            0            0            0

Other demonstration costs:
Prototype design and assembly                                                                                                                   0
Test bench validation                                                                                                                           0
Large infrastructure use for testing                                                                                                            0
Pre-certification for testing purpose, etc.                                                                                                     0
                                                                                                                                                0
Total other demonstration costs NOK                                               0          0          0             0            0            0
Total other demonstration costs EURO                                              0          0          0             0            0            0

Total demonstration costs ex.subcontr. EURO                                       0          0          0             0            0            0

Subcontracting
                                                                                                                                                 0
                                                                                                                                                 0
Subcontracting/audit certificates NOK    0   0   0   0   0   0
Subcontracting/audit certificates EURO   0   0   0   0   0   0

TOTAL DEMONSTRATION COSTS                0   0   0   0   0   0
bcontracting in sheet 6 "Subcontracting RTD"


             First 18 months

                      0.0
                      0.0
                      0.0




                       0
                       0
                       0


                       0
                       0
                       0
                       0
                       0
                       0
                       0

                       0


                       0
                       0
0
0

0

								
To top