HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN"L 71/20
EN
Official Journal of the European Union
18.3.2011
COMMISSION DECISION
of 17 March 2011
setting up the SHARE-ERIC
(2011/166/EU)
THE EUROPEAN COMMISSION,
(6)
SHARE-ERIC is expected to become an important asset
to other major European research and innovation
Having regard to the Treaty on the Functioning of the European
initiatives on population ageing such as the proposed
Union,
Joint Programming Initiative more years — better lives,
The Ambient Assisted Living Joint Programme and the
Having regard to Council Regulation (EC) No 723/2009 of
European Innovation Partnership on Active and Healthy
25 June 2009 on the Community legal framework for a
Ageing,
European Research Infrastructure Consortium (ERIC) ( 1 ),
HAS ADOPTED THIS DECISION:
Whereas:
Sole Article
(1) Regulation (EC) No 723/2009 empowers the
Commission to set up European Research Infrastructure
Establishment of the SHARE-ERIC
Consortia (hereinafter referred to as ‘ERICs’).
1. A
European
Research
Infrastructure
Consortium
for
the
Survey of Health, Ageing and Retirement in Europe named
(2) The
Czech
Republic,
the
Federal
Republic
of
Germany, SHARE-ERIC is hereby set up according to Regulation (EC)
the Kingdom of the Netherlands and the Republic of
No 723/2009.
Austria have on 14 December 2010 requested the
Commission to set up the Survey of Health, Ageing
SHARE-ERIC shall have legal personality as of the date this
and Retirement in Europe as a European Research Infra
Decision takes effect and it shall enjoy, in each of the
structure Consortium (SHARE-ERIC), the Kingdom of
Member States, the most extensive legal capacity accorded to
Belgium has joined this request on 21 January 2011,
legal entities under the law of that Member State. It may, in
and Switzerland has requested to be included as
particular, acquire, own and dispose of movable, immovable
observer in the SHARE-ERIC.
and intellectual property, conclude contracts and be a party
to legal proceedings.
(3) The
Kingdom
of
the
Netherlands
has
provided
a
declaration recognising SHARE-ERIC as international
body in the sense of Articles 143(g) and 151(1)(b) of
2. The
statutes
of
SHARE-ERIC,
as
agreed
between
its
Council Directive 2006/112/EC of 28 November 2006
members, are annexed to this Decision. Their amendment is
on the common system of value added tax (
subject to the provisions in the statutes and to Article 11 of

2 ) and an
international organisation in the sense of the second
Regulation (EC) No 723/2009. The Statutes shall be publicly
indent of Article 23(1) of Council Directive 92/12/EEC
available on the website of the ERIC and at its statutory seat.
of 25 February 1992 on the general arrangements for
products subject to excise duty and on the holding,
3. This
Decision
shall
enter
into
force
on
the
third
day
movement and monitoring of such products ( 3 ) as of
following its publication in the Official Journal of the European
its setting up.
Union.
(4)
The Commission, in response to its obligations set out in
4. It
shall
be
binding
in
its
entirety
and
directly
applicable
in
Article 5(2) of Regulation (EC) No 723/2009 has
all Member States.
assessed the application and concluded that it meets
the requirements set out in Regulation (EC) No
723/2009.
Done at Brussels, 17 March 2011.
(5)
In accordance with Article 6(1) and Article 20 of Regu
lation (EC) No 723/2009 the committee set up under
For the Commission
Article 20 of that Regulation has been consulted for its
opinion on the setting-up of the SHARE-ERIC and has
The President
delivered a favourable opinion.
José Manuel BARROSO
( 1 ) OJ L 206, 8.8.2009, p. 1.
( 2 ) OJ L 347, 11.12.2006, p. 1.
( 3 ) OJ L 76, 23.3.1992, p. 1.

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EN
18.3.2011 Official
Journal
of
the
European
Union L
71/21
ANNEX
STATUTES OF THE SHARE-ERIC
Concerning the Building Up and Operation of the Survey of Health, Ageing and Retirement in Europe (SHARE)
Content
Article 1: Establishment of a SHARE-ERIC
Article 2: Statutory Seat and Working Language
Article 3: Tasks
Article 4: Principles
Article 5: Organs of the Organisation and Scientific Partner Institutions
Article 6: The Council
Article 7: The Management Board
Article 8: Coverage
Article 9: Contributions
Article 10: Liability and Insurance
Article 11: Intellectual Property
Article 12: Dissemination and Use of the SHARE Data
Article 13: Procurement and Tax Exemptions
Article 14: Employment
Article 15: Amendments
Article 16: Accession
Article 17: Duration of the Organisation
Article 18: Availability of these Statutes
Annex 1: Scientific Partner Institutions and Country Team Leaders
Annex 2: Scientific Monitoring Board
Annex 3: Estimated Survey and Operating Costs
Annex 4: Restricted Procurement Procedure
The Republic of Austria
The Kingdom of Belgium
The Czech Republic
The Federal Republic of Germany
The Kingdom of the Netherlands
Hereinafter referred to as ‘the Contracting Parties’,
DESIRING to further strengthen Europe’s and the Contracting Party countries’ position in research in the world, and to
intensify scientific cooperation across disciplinary and national boundaries;
CONSIDERING a report by the European Commission to the European Council of 2001(Council Document 6997/01)
which identifies population ageing and its social and economic challenges to growth and prosperity to be among the
most pressing challenges of the 21st century in Europe, which points out serious infrastructure gaps in understanding
individual and population ageing, and which then calls to ‘examine the possibility of establishing, in cooperation with
Member States, a European Longitudinal Ageing Survey’ in order to foster European research on ageing;
BUILDING on the current prototype of a Survey of Health, Ageing and Retirement in Europe (SHARE) which has been
selected by the ESFRI roadmap process to be upgraded as one of the central research infrastructures of the European
Research Area;
RECOGNISING that this new interdisciplinary, international, and longitudinal survey with unprecedented quality regarding
coherence, breadth and international comparability will in the future be of great significance in many different fields of
fundamental and applied sciences such as demography, economics, epidemiology, gerontology, biology, medicine,
psychology, public health, health policy, sociology and statistics;
RECOGNISING that evidence-based public policy making requires an up-to-date data infrastructure;
EXPECTING other countries to participate in the activities undertaken together under the following Statutes;

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L 71/22
EN
Official Journal of the European Union
18.3.2011
HAVE AGREED AS FOLLOWS:
Article 1
Establishment of a SHARE-ERIC
(1) There
shall
be
a
distributed
European
Research
Infrastructure
called
the
Survey
of
Health,
Ageing
and
Retirement
in
Europe (SHARE).
(2) SHARE
shall
have
the
legal
form
of
a
European
Research
Infrastructure
Consortium
(ERIC)
incorporated
under
the
provision of Regulation (EC) No 723/2009 and be named ‘SHARE-ERIC’ (hereafter also referred to as ‘the Organisation’).
Article 2
Statutory Seat and Working Language
(1) The Statutory Seat of the Organisation shall be in Tilburg, the Netherlands.
(2) The Contracting Parties agree to initiate, as soon as the necessary declaration according to Article 5(1)(d) of
Regulation (EC) No 723/2009 is provided by the German authorities, an amendment of the Statutes in order to
transfer the Statutory Seat to Germany. Such amendment shall not enter into force before the end of Phase I as
defined in Article 8.
(3) The
working
language
of
the
Organisation
shall
be
English.
Article 3
Tasks
(1) SHARE-ERIC shall build an infrastructure of micro data of households and individuals necessary to understand
individual and societal ageing (hereinafter also referred to as ‘the Survey’). Its main tasks are:
(a) to design a core survey instrument which captures the essential information on the economic, health, and family/
social conditions of life of individuals aged 50 and older and their partners;
(b) to administer this survey instrument every two years to a panel of respondents in each participating countries and to
maintain contact to all panel members between panel waves;
(c) to assemble the collected information in a user-friendly data base accessible to all scientific researchers subject to
applicable data confidentiality restrictions and to maintain this data base including basic data cleaning, imputation,
and documentation.
(2) The
current
prototype
of
SHARE
shall
be
upgraded
along
three
dimensions:
(a) prolong SHARE over time in order to generate a genuine panel that follows individuals as they age and react to the
changes in the social and economic environment. The upgrade will add seven further waves every two years in three
phases as defined in Article 8;
(b) expand SHARE to include all EU Member States;
(c) increase sample size of SHARE in order to make the Survey usable also for with-in-country analyses. In general, the
target sample size shall be 6 000 individuals aged 50 and older in each member country.
(3) The
SHARE-ERIC
shall
pursue
its
tasks
on
a
non-economic
basis.
Article 4
Principles
(1) SHARE
shall
be
designed
by
researchers
for
researchers.
Excellence
in
research
is
paramount
to
all
other
considerations. The scientific excellence of SHARE shall be monitored by an independent Scientific Monitoring Board
(Annex 2).
(2) SHARE shall be a supranational survey. Cross-national comparability within SHARE shall govern all design
decisions. In addition, comparability with its sister surveys, notably the U.S. Health and Retirement Study and the
English Longitudinal Study of Ageing, shall inform the design decisions of SHARE. Topics with supranational research
potential shall have priority over topics applicable to single countries.
(3) SHARE
shall
integrate
economics,
health,
and
social
science.
Topics
with
interdisciplinary
research
potential
shall
have priority over topics applicable to single disciplines.
(4) SHARE
shall
be
a
longitudinal
survey,
following
individuals
as
they
age.
Topics
with
longitudinal
research
potential
shall have priority over topics applicable to single points in time.

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EN
18.3.2011 Official
Journal
of
the
European
Union L
71/23
(5) Research
based
on
SHARE
shall
facilitate
evidence-based
EU
policies,
such
as
the
Europe
2020
Innovation
Union
Initiative, to help meeting the challenges of population ageing in all countries of the EU.
Article 5
Organs of the Organisation and Scientific Partner Institutions
(1) The organs of the Organisation shall be the General Assembly, hereinafter referred to as ‘the Council’ (Article 6),
and the Management Board (Article 7).
(2) Upon proposition of the Management Board and in view of the Principles laid down in Article 4, each Contracting
Party shall select a research institution which is responsible for carrying out the scientific tasks of the SHARE-ERIC in its
country (hereinafter referred to as ‘Scientific Partner Institution’).
(3) If the Principles laid down in Article 4 are violated by one of the Scientific Partner Institutions, the Contracting
Party may replace the Scientific Partner Institution upon proposition of the Management Board.
(4) The Management Board shall seek the advice of the Scientific Monitoring Board (Annex 2) when proposing or
replacing a Scientific Partner Institution.
(5) The
current
Scientific
Partner
Institutions
are
listed
in
Annex
1.
Article 6
The Council
(1)
Each Contracting Party shall be represented in the Council by up to two delegates. Delegates to the Council shall be
appointed and have their appointments terminated by the Contracting Party. Each Contracting Party shall inform the
Chairperson of the Council in writing of any appointment or termination of appointments of its delegates to the Council
without undue delay.
(2) Each
Contracting
Party
has
one
single
vote
in
the
Council.
Decisions
shall
be
taken
by
simple
majority
voting
unless otherwise determined in these Statutes. In case of a tie, the vote of the Host Country shall break that tie.
(3) The Council shall elect a Chairperson and a Vice-Chairperson from the delegations of the Contracting Parties for a
period of two years. With their election the Chairperson and Vice-Chairperson become supra partes and leave their
delegations. The Contracting Parties affected by these departures appoint another delegate to represent them in the
Council.
(4) The Council meets at least once a year. Meetings of the Council shall be convened by the Chairperson of the
Council. Meetings of the Council shall also be convened at the request of at least two Contracting Parties. Extraordinary
meetings of the Council may also be convened at the request of the Coordinator (Article 7) if it is required in the interest
of the Organisation.
(5) The Council receives and approves the annual report, the financial statement and the annual spending plan
submitted by the Management Board. The Council shall review at least annually the actual and forecasted survey and
operating costs. The Council acting unanimously may approve a modification of the contribution to those other common
costs in the annual spending plan that are not covered by any other funding source (Article 9(5)).
(6)
The Council receives and acknowledges the annual activity plan which contains the broad scientific aims of SHARE,
the survey emphasis of the next wave, the certification process and the survey and dissemination schedule. Every two
years, it receives a report by the Scientific Monitoring Board.
(7) The Council elects with a qualified vote (at least two-thirds of the Contracting Parties) the Coordinator, the Area
Coordinators and other members of the Management Board according to Article 7 upon nomination by the Scientific
Partner Institutions.
(8) Countries that have committed to SHARE-ERIC through signing the Memorandum of Understanding on Preparing
the Survey of Health, Ageing and Retirement in Europe (15 July 2009) may become non-voting members of the Council
as observers until they have acceded to SHARE-ERIC according to Article 16.
Article 7
The Management Board
(1) The
Management
Board
is
composed
of
up
to
six
members,
including:
(a) the Director of SHARE (herein referred to as ‘the Coordinator’);
(b) three Area Coordinators representing the three scientific areas of SHARE (economics, health, and social/family
networks);
(c) if appropriate, other scientists representing an important scientific field or an important operational centre of SHARE.
(2) Members
of
the
Management
Board
must
be
internationally
reputable
researchers
with
experience
in
research
on
ageing and/or survey management.

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L 71/24
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Official Journal of the European Union
18.3.2011
(3) The Management Board proposes all strategic and budgetary decisions to the Council. It is responsible for all
financial and governance processes which maintain scientific integrity, cross-national comparability, and an overall
balance of the SHARE survey design. Specifically, it is accountable for the SHARE-ERIC’s finances and deliverables,
and for observing legal requirements such as data confidentiality and safety regulations at the European level.
(4) The Management Board provides an annual report on the state of the Survey to the Council, proposes an annual
spending and activity plan to the Council, and prepares the financial statement.
(5) The Coordinator leads the Management Board and is the legal representative of the SHARE-ERIC. The Coordinator
is responsible for implementing the Survey and for maintaining the same high methodological standards in all partici
pating countries.
(6) The Area Coordinators are responsible for the scientific excellence of the Survey in their respective scientific areas.
Specifically, they are responsible for the questionnaire design in their respective areas and for the integrity of the data
delivered to the scientific public.
(7) The Management Board shall seek advice of outside experts and establish a Board of scientists who give advice in
all scientific matters (the ‘Scientific Monitoring Board’). Such Board shall be independent from the Organisation (Annex 2).
(8) Relations
between
the
Management
Board
and
the
Scientific
Partner
Institutions
shall
be
governed
by
a
consortium
agreement.
Article 8
Coverage
(1) The Organisation shall cover a survey period of seven panel waves divided into three phases:
(a) During Phase I the Organisation shall conduct an initial full-scale survey wave in 2010 and 2011 based on the design
developed in the preparatory phase.
(b) During Phase II the Organisation shall conduct three additional full-scale survey waves in years 2012/13, 2014/15
and 2016/17, update the design to maintain state-of-the-art, and disseminate the data.
(c) Upon successful scientific evaluation, the Organisation shall conduct during Phase III another three full-scale survey
waves in years 2018/19, 2020/21 and 2022/23, update the design to maintain state-of-the-art, and disseminate the
data.
Article 9
Contributions
(1) Contributions by the Contracting Parties shall cover the costs of running the seven waves of the Survey in each
country plus coordination and common costs such as the costs for updating the design, disseminating the data associated
with the seven waves of data collection, and budgets for the Coordinator, the Area Coordinators, and the Scientific
Monitoring Board.
(2) Contributions
by
the
Contracting
Parties
shall
cover
four
types
of
costs:
(A)
survey
costs
in
each
country,
(B)
operating costs to run the survey in each country, (C) coordination costs, and (D) other common costs to the extent that
these costs are not covered by other funding sources. A table showing preliminary estimates of these costs during Phase I
is attached as Annex 3.
(3) Each Contracting Party shall make available to the SHARE-ERIC, either directly or through the Scientific Partner
Institution for which it is responsible, funds covering the Country’s share of the survey costs (Column A of the
preliminary estimates in Annex 3).
(4) Each Contracting Party shall make available to the Scientific Partner Institution for which it is responsible funds
covering the Country’s share of the operating costs (Column B of the preliminary estimates in Annex 3).
(5) The Federal Republic of Germany shall finance the coordination costs of the Survey (Column C of the preliminary
estimates in Annex 3).
(6)
Each Contracting Party shall make contributions to the SHARE-ERIC for the part of the other common costs of the
Survey that is not covered by any other funding source. Each Contracting Party’s share shall be in proportion to the gross
national income per capita most recently reported by Eurostat with the proviso that no Contracting Party’s share shall be
smaller than 0,5 times and larger than 1,5 times the average share. The composition of the other common costs shall be
detailed in the annual spending plan (Column D of the preliminary estimates in Annex 3).
(7) The SHARE-ERIC or the Scientific Partner Institutions, as a consortium, may react to calls from the European
Commission, the U.S. National Institute on Aging, and other supranational and national funding organisations providing
funds for the project as a whole, among those parts or all of the common costs mentioned in Column D, Annex 3.

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EN
18.3.2011 Official
Journal
of
the
European
Union L
71/25
Article 10
Liability and Insurance
(1) The financial liability of the members for the debts of the ERIC shall be limited to their respective contributions
provided to the SHARE-ERIC and agreed upon in the annual spending plans.
(2)
The SHARE-ERIC shall take appropriate measures to insure the risks specific to building up and operating a survey.
Article 11
Intellectual Property
(1) In accordance with the objects of the present Statutes the term ‘Intellectual Property’ will be understood according
to Article 2 of the Convention Establishing the World Intellectual Property Organisation signed on 14 July 1967.
(2) The SHARE-ERIC is the owner of the Survey and of all intellectual property rights emanating from setting up the
Survey.
(3) With
respect
to
questions
of
Intellectual
Property,
the
relations
between
the
Contracting
Parties
will
be
governed
by
the national legislation of the Contracting Parties.
Article 12
Dissemination and Use of the SHARE Data
(1) The SHARE-ERIC shall disseminate the collected data after data cleaning, imputation, and documentation without
delay to the scientific community.
(2) Use of the SHARE data shall be free of charge to the entire scientific community. The Management Board shall set
up a Users’ Council representing the interest of the scientific user community taking into account the advice of the
Scientific Monitoring Board.
(3) Use and collection of the SHARE data is subject to European and national laws of data privacy. Use of the SHARE
data by users who are not subject to EU legislation shall be conditional on signing a declaration of data confidentiality
according to the form provided by the European Commission (OJ L 6, 10.1.2002, p. 52).
Article 13
Procurement and Tax Exemptions
(1) The
SHARE-ERIC
shall
treat
procurement
candidates
and
tenderers
equally
and
in
a
non-discriminatory
way,
independent of whether or not they are based in the European Union. All procurement shall follow the principles of
transparency, non-discrimination and competition.
(2) In general, procurement by the SHARE-ERIC shall be subject to Directive 2004/18/EC of the European Parliament
and of the Council of 31 March 2004 on the coordination of procedures for the award of public works contracts, public
supply contracts and public service contracts ( 1 ), with the thresholds amended by Commission Regulation (EC) No
1422/2007 ( 2 ) or any further amendments, and the national procurement regulations which apply.
(3) For the procurement of survey research and survey development services where the benefits accrue to the entire
scientific community and which are wholly remunerated by the SHARE-ERIC, Article 16(f) of Directive 2004/18/EC shall
be applied through a restricted procedure (Annex 4). In such restricted procedures, negotiated procedures with publication
of a contract notice and in the competitive dialogue procedure, contracting authorities may limit the number of suitable
candidates they will invite to tender, to negotiate or to conduct a dialogue with, provided a sufficient number of suitable
candidates is available.
(4) Tax exemptions following from Directive 2006/112/EC shall be limited to the value added taxes for such survey
research and survey development goods and services which are for official use, exceed the value of EUR 250, benefit the
entire scientific community, and are wholly remunerated by the SHARE-ERIC. No further limits apply.
Article 14
Employment
(1) The SHARE-ERIC is an equal opportunity employer. Employment contracts shall follow the national laws of the
country in which the staff is employed.
(2) Subject
to
the
requirements
of
national
legislation,
each
Contracting
Party
shall
within
its
jurisdiction
facilitate
the
movement and residence of nationals of the Contracting Party countries involved in the tasks of the SHARE-ERIC and of
the family members of such nationals.
( 1 ) OJ L 134, 30.4.2004, p. 114.
( 2 ) OJ L 317, 5.12.2007, p. 34.

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L 71/26
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Official Journal of the European Union
18.3.2011
Article 15
Amendments
(1) The
Council
shall
have
the
power
to
change
these
Statutes
and
its
annexes
by
a
qualified
vote.
A
two
thirds
majority shall be required to amend any of these articles and annexes. The date of any amendments shall be recorded in
these Statutes.
(2) The Statutes of the SHARE-ERIC shall at all times comply with Regulation (EC) No 723/2009 on the Community
legal framework for a European Research Infrastructure and all other applicable European Laws and Regulations.
Article 16
Accession
(1) After the entry into force of these Statutes, any Government may accede thereto with the consent of two thirds of
the Contracting Parties in the Council upon the conditions negotiated. The conditions of accession shall be the subject of
an agreement between the Contracting Parties and the acceding Government or group of Governments.
(2) Upon proposition of the Management Board and in view of the Principles laid down in Article 4, the accessing
Contracting Party shall select a research institution which is responsible for carrying out the scientific tasks of the SHARE-
ERIC in this country.
(3) The
Management
Board
shall
seek
the
advice
of
the
Scientific
Monitoring
Board
when
proposing
a
Scientific
Partner
Institution.
Article 17
Duration of the Organisation
(1) The Organisation is set up for a period up to 31 December 2024. It shall include Phases I, II and III as defined in
Article 8.
(2) A
Contracting
Party
may
withdraw
from
the
Organisation
after
Phase
I
or
Phase
II.
(3) A motion, specifying the procedure and timeframe, if approved by the Council by a two thirds majority, can wind
up the Organisation, in particular if the decision not to pursue the Phase III is taken by the Organisation.
(4) The European Commission shall be notified of any such decision within 10 days of it being made, pursuant with
Article 16 of Regulation (EC) No 723/2009.
Article 18
Availability of these Statutes
These Statutes shall be made publicly available through the SHARE-ERIC website, pursuant with Article 10 of Regulation
(EC) No 723/2009.

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EN
18.3.2011 Official
Journal
of
the
European
Union L
71/27
ANNEX 1
SCIENTIFIC PARTNER INSTITUTIONS AND COUNTRY TEAM LEADERS
Country Participating
Organisations Short
description
Austria University
of
Linz,
Dept.
The Department of Economics at the University of Linz directs the
of Economics
Austrian participation in the SHARE project. Its research focus being is
labour economics, public economics and problems of pension reform
as well environmental economics. It will be represented by the Rudolf
Winter-Ebmer, Professor of Economics and specialist in empirical
labour economics.
Belgium University
of
Antwerp,
CSP’s principal objective has been to study the adequacy of social
CSP
policies. Its research is mainly based on large-scale socioeconomic
surveys of households. Karel van den Bosch, senior researcher, will
lead the Belgian country team.
Belgium University
of
Liège,
CREPP CREPP’s main fields of specialisation are social security, retirement
behaviour, and well-being among the elderly and intergenerational
transfers. Sergio Perelman is in charge of the SHARE project
coordination in the Belgian French speaking community.
Czech Rep. CERGE-EI,
Prague CERGE-EI
is
fully
accredited
in
both
the
United
States
and
the
Czech
Republic. Its main expertise is in social, economic and political tran
sition in the Central and Eastern European countries and in the former
Soviet Union region. Radim Bohacek will lead the Czech country
team.
Germany University
of
Mannheim,
MEA is a world-renowned centre of excellence for the economics of
Mannheim Res. Inst. for ageing. Research areas are savings, social insurance and public policy;
the Economics of Aging macroeconomic implications of population ageing; and public health.
(MEA)
MEA is represented by Axel Brsch-Supan, director, who has
coordinated the SHARE family of projects.
The Netherlands University
of
Tilburg, Netspar is a scientific Network for studies on Pensions, Aging and
Netspar
Retirement connected to the Faculty of Economics and Business
Administration of Tilburg University. Its general director, Frank van
der Duyn Schouten, will lead the Dutch SHARE country team.

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Official Journal of the European Union
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ANNEX 2
SCIENTIFIC MONITORING BOARD
Article 1
Establishment
The Management Board will constitute an advisory board of at least six eminent, independent and experienced scientists
(hereinafter referred to as ‘the Scientific Monitoring Board’) to provide an external advising role for the benefit of the
Survey so as to check the quality of the work of the research consortium and to provide periodic advice to the Council
and the research consortium.
Article 2
Independence
The Scientific Monitoring Board shall be independent from the SHARE-ERIC.
Article 3
Tasks
(1) The main task of the Scientific Monitoring Board is to monitor the scientific quality of SHARE. It should give
feedback to the Management Board and the research consortium at least once per year.
(2) Every two years, the Scientific Monitoring Board shall issue a written report to the Council of the SHARE-ERIC.
This report shall also assess the services offered to the users of the SHARE data.
(3) Initially
and
after
about
three
years,
the
Scientific
Monitoring
Board
shall
set
up
a
thorough
review
of
the
scientific
strategy of SHARE, thereby exploring innovative fields and modes of data collection.
Article 4
Members
(1) The
members
of
the
Scientific
Monitoring
Board
select
new
members
as
they
feel
appropriate
to
sufficiently
represent all scientific areas covered by SHARE.
(2) At least one member shall be an investigator of the English Longitudinal Study of Ageing to ensure close
cooperation with this survey and to give additional advice and guidance from their experience.
(3) At least one member shall be an investigator of the U.S. Health and Retirement Study to ensure close cooperation
with this survey and to give additional advice and guidance from their experience.
(4) The
current
chairperson
of
the
Scientific
Monitoring
Board
is
Arie
Kapteyn.
(5) The
other
current
members
and
the
fields
they
are
representing
are
Orazio Attanasio (income, consumption, savings)
Lisa Berkman (social epidemiology and biomarkers)
Nicholas Christakis (medical sociology and administrative data)
Mick Couper (survey methods, data dissemination methods, and new technology)
Michael Hurd (savings and health, data access and quality; harmonisation with HRS)
Daniel McFadden (survey methodology)
Norbert Schwarz (survey psychology and data access methodology)
Andrew Steptoe (biomarkers, harmonisation with ELSA)

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EN
18.3.2011 Official
Journal
of
the
European
Union L
71/29
Article 5
Budget
(1)
The chairperson of the Scientific Monitoring Board receives a budget according to Article 9(1) of the Statutes of the
SHARE-ERIC for travel expenses and honoraria of Board’s members. The Chairperson of the Scientific Monitoring Board
has full discretion how to spend the budget.
(2) The current annual budget is EUR 30 000. The technical administration of the budget obliges to the staff of the
Management Board.

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L 71/30
EN
Official Journal of the European Union
18.3.2011
ANNEX 3
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 est