Project Methodology Deliverable 1.2
Deliverable 1.2 Project Methodology Version 2 (last updated March, 2013) List of Participants: AASI, ALL List of Authors: S. López (AASI), ALL Abstract: This document is intended to be a manual for guiding the Consortium in the general management tasks of the Project EFFINET. This document introduces project methodology as described in Project Consortium Agreement and Grand Agreement. The research leading to these results has received funding from the European Union Seventh Framework Programme (FP7/2007-2013) under grant agreement nº 318556.This publication reflects only the author s views and the European Union is not liable for any use that he made of the information contained therein. 2
Contents 1 OBJECTIVE... 4 2 CONSORTIUM STRUCTURE... 4 3 CONSORTIUM CONTACTS... 6 4 MONITORING OF THE PROJECT... 7 5 TECHNICAL REPORTING... 10 5.1. TECHNICAL REPORTING TO THE EC... 10 5.2. DELIVERABLES... 11 6 FINANCIAL REPORTING... 13 7 SCHEDULE OF MEETINGS... 13 8 MANAGEMENT OF DYSFUNCTION OR DISPUTE... 14 9 DISSEMINATION OF THE PROJECT... 14 10 LIST OF TEMPLATES... 15 3
1 OBJECTIVE This document is intended to be a manual for guiding the Consortium in the general management tasks of the Project EFFINET. Being a project co-funded by its partners and by the 7 th Framework Program of the European Commission, this document also aims at clarifying the main obligations each partner has in terms of reporting its activities and expenses. The first version of this document is extracted from the Consortium Agreement, although it is live document in nature, as it will adapt to any structural changes the project may undergo. 2 CONSORTIUM STRUCTURE The following figure shows the organization chart of the Project, which is based on the interaction between the 7 th Framework Programme and the Project Consortium, with the technical support of the Advisory Board. WP1 WP2 WP3 WP4 WP5 WP6 WP7 Figure 1 Consortium structure 4
The coordinating beneficiary is the intermediary between the Associated Beneficiaries and the European Commission for all issues. AQUALOGY Aqua Ambiente will therefore represent and communicate all the Consortium needs. The following table displays the number and the short name of each partner, to be used for convenience when necessary: Figure 2 EFFINET partners The organizational structure of the Consortium shall comprise the following Consortium Bodies as well as any other managing body that with relation to any particular Work Package is identified in Annex I of the EC-GA: Executive Board (EB) as the ultimate decision-making body of the Consortium. It will consist of one representative from each partner and it will be chaired by the Project Coordinator. Executive Board will gather results from the Work Packages Committees and the Advisory Board. Meetings are organized and chaired by the Project Manager. It consists of the following members: Ben. Nº Partner shortname Contact Person Project Coordinator (Chairperson) AASI Silvia López 1 AASI Vicente Gómez 2 CET Josep María Mirats 3 CSIC Gabriela Cembrano 4 IMTL Pantelis Sopasakis 5 UCY Christos Panayiotou 6 SGAB Ramón Ariño 7 WBL Solomos Charalambous 8 CIN Antonio López 9 SG Marios Millis Figure 3 Executive Board The Project Coordinator is the legal entity acting as the intermediary between the Parties and the European Commission. The Coordinator shall, in addition to its 5
responsibilities as a Party, perform the tasks assigned to it as described in the EC-GA and this Consortium Agreement. The Project Scientific and Technical Supervisor is the person in charge of knowledge management, overseeing the scientific and societal context related to the project, encouraging the publication of project results, evaluation transferability and qualitycontrolling all project Deliverables. The nominated person is Prof. Dr. Gabriela Cembrano. Advisory Board (AB). It will consist of external experts in drinking water management, control theory, and economic science. The Project Work Packages are organised: Work Package Committee (WPC) will coordinate the execution of Work Package tasks defined in the Implementation Plan. It will consist of one representative from each partner participating in the WP. Work Package Leader (WPL) as the chairperson at WPC meetings. WPL will act as the intermediary between the EB and WP participants. Task Leader (TL) appointed for every task into a WP. TL will be responsible to organize and chair Task meetings and report the WPL. Project Management Team (PMT) will carry out tasks of project coordination. PMT will be formed by the Project Coordinator, the project scientific and technical supervisor and the administrative manager. Exploitation Committee (ExC) as a management body in charge of dissemination and exploitation. It will be formed by one representative of each partner, and lead by the Project Coordinator. 3 CONSORTIUM CONTACTS The coordination of the project is carried out by AQUALOGY Aqua Ambiente, the Coordinating Beneficiary. The coordinating beneficiary main representative is Mrs. Silvia López. Main contact information for each partner is indicated below. Contacts are divided in technical and administrative representatives showing all persons actively involved in the project. 6
Ben nº Partner Name Mail address Name Mail address 1 AASI Boris Pelletier / bpelletier@aqualogy.net / Alfredo Lobato / alobato@aqualogy.net / Silvia López slopezm@aqualogy.net Silvia López slopezm@aqualogy.net 2 CET Josep Maria Mirats / jmirats@cetaqua.com / Clara Mut / cmut@cetaqua.com / Montse Termes mtermes@cetaqua.com Xavier Roca xroca@cetaqua.com 3 CSIC Gabriela Cembrano / Vicenç Puig / Joseba Quevedo cembrano@iri.upc.edu / vicenc.puig@upc.edu / Joseba.Quevedo@upc.edu Ana Canales acanales@iri.upc.edu 4 IMTL 5 UCY 6 SGAB Pantelis Sopasakis / Alberto Bemporad / Daniele Bernardini Christos Panayiotou / Marios M. Polycarpou Ramón Ariño / Ramón Creus pantelis.sopasakis@imtlucca.it / alberto.bemporad@imtlucca.it / daniele.bernardini@imtlucca.it christosp@ucy.ac.cy / mpolycar@ucy.ac.cy rarinota@agbar.es / rcreusro@agbar.es 7 WBL Solomos Charalambous Solomos@wbl.com.cy 8 CIN 9 SG Antonio López / Thomas Weisshaupt Marios Millis / Tasos Kounoudes / Antonis Kalis TECHNICAL CONTACT Manuella Corsini Kalina Georgiades / Christos Panayiotou Ramón Ariño Solomos Charalambous / Georgia Theodorou antonio.lopezm@gemalto.com / Dagmar Petracek Thomas.Weisshaupt@gemalto.com dagmar.petracek@cinterion.com marios.milis@signalgenerix.com / tasos@signalgenerix.com / akal@signalgenerix.com Marios Millis / Tasos Kounoudes / Theodore Pananos Figure 4 EFINET Partners contacts detail. ADMINISTRATIVE CONTACT manuela.corsini@imtlucca.it georgiades.kalina@ucy.ac.cy / christosp@ucy.ac.cy rarinota@agbar.es Solomos@wbl.com.cy / g.theodorou@wbl.com.cy marios.milis@signalgenerix.com / tasos@signalgenerix.com / thpananos@signalgenerix.com 4 MONITORING OF THE PROJECT The EFFINET Project is organized in 7 Work Packages shown below: WP Type of Lead Personmonth month month Start End WP Title number activity beneficiary WP1 Project management MGT 1 22 1 36 WP2 Real-time operational control RTD 4 68 1 34 WP3 Network monitoring RTD 5 47 1 34 WP4 Demand forecasting and demand management RTD 2 64 1 34 WP5 Development of an integrated real-time efficient management software RTD 1 100 6 34 WP6 Demonstration of the EFFINET software solution DEM 6 55,5 9 36 WP7 Dissemination and exploitation of results MGT 4 24,5 2 36 381 Figure 5 EFFINET Work packages. The project compromises 15 milestones that can be seen as indicators of completion of the project. A Milestone not achieved could lead to the need to readapt the Actions in the project to a new situation. New situations not foreseen in this proposal could lead, eventually, to a request of modification of the proposal, which would be agreed by the Executive Board. The planned Milestones are the following: MS. number Milestone name WP number Lead beneficiary Delivery date from Annex I Expected date (1st Periodic Report) Delay (months) Comments in Annex I Comments in 1st Periodic Report MS1 MS12 Kick-off meeting Website of EFFINET project 1 1 1 1 0 Minutes accepted 7 1 6 6 8 Website online. Periodic update 7
MS6 MS13 MS4 MS5 MS14 Performance assessment of demand forecasting for on-line control and monitoring PhD School on control of water networks Performance assessment of mass balance realtime monitoring algorithms for leak detection Performance assessment of water quality realtime monitoring algorithms for quality fault detection Workshop, presenting results of the project to the scientific and industrial communities 2 2 13 13 0 This assessment involves 7 4 15 10-5 PhD School organized by the Consoritum and wel attended by PhD students from different countries, positive feedback collected via a questionnaire 5 5 15 15 0 Performance assessment can be carried out using advanced platforms as MATLAB/SIM ULINK 5 5 17 17 0 Performance assessment can be carried out using advanced platforms as MATLAB/SIM ULINK 7 4 18 24 6 Workshop held and well attended. It cannot be achieved until T4.4 and T4.5 are both finished. It seems to be an error in Annex I project calendar. Arranged in July 2013. 5 months ahead scheduled milestone. MS4 cannot be achieved until T4.4 is finished. MS5 cannot be achieved until T4.4 and MS4 are finished. Proposal to postpone workshop and organize it as a common event for 3 projects coordinated in Spain (meeting to discuss it to be held April 2014). It cannot be achieved until project results have been produced (results on integrated software platform). Place: Barcelona (Museum of Water). Figure 6 EFFINET Milestones. Milestones amendment after 1 st evaluation, February 2014. 8
MS3 MS15 MS8 MS7 MS10 MS9 Performance assessment of real-time operational control algorithms Disseminatio n material Developmen t assessment of EFFINET software solution using off-line data New demand management policies and their impact in the consumer demand Configuratio n and demonstrati on of EFFINET software solution in Lemesos water network Configuratio n and demonstrati on of EFFINET software solution in Barcelona water network 4 4 18 18 0 Performance assessment can be carried out using advanced platforms as MATLAB/SIM ULINK 7 1 20 20 0 Disseminatio n material prepared 1 1 24 24 0 EFFINET software solution will be tested in order to avoid development errors 2 2 30 30 0 6 6 33 33 0 A real-time assessment of EFFINET will be carried out considering Lemesos case of study 6 6 33 33 0 A real-time assessment of EFFINET will be carried out considering Barcelona case of study MS2 Final report 1 1 36 36 0 Report delivered The schedule and progress of the Work Packages will be monitored by regular updating of the Gantt Chart of the project, as well as by the monitoring of the degree of achievement of each Milestone and each Deliverable. Project calendar has been updated after 1 st evaluation review. 9
6 7 8 EFFINET PROJECT 1 2 3 4 5 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 WP1: Project Management T1_1 T1_2 T1_3 T1_4 Coordination Management of legal aspects Management of financial aspects Management of administrative aspects Deliverables WP2: Real-time operational control D1.1 D1.2 D1.3 D1.4 D1.5 D1.6 T2_1 T2_2 T2_3 Control oriented modelling Real-time control algorithms for optimal operational management Economic and technical assessment of operational management algorithms...................................... Deliverables D2.1 D2.2 D2.3 WP 3: Network Monitoring T3_1 Statement of the real-time network monitoring problem T3_2 Sensor placement for network monitoring.......... T3_3 T3_4 T3_5 Monitoring the mass balance in order to detect and isolate leaks Monitoring the water quality to detect and isolate contaminations Sensor data validation/reconstruction........................................................................................ Deliverables WP4: Demand Forecasting and Management D3.1 D3.3 D3.2 D3.4 T4_1 T4_2 T4_3 T4_4 T4_5 T4_6 T4_7 T4_8 T4_9 Assessment of the available metering facilities Design and development of advanced metering devices Optimal placement of metering devices for demand monitoring Demand pattern estimation in DMAs Short-term demand forecasting for on-line control and monitoring Evaluation of the water demand models Development of profiles of consumers based in real time monitoring distinguishing indoors and outdoors Development of new water demand management policies Assessment of social and economic impact...................................................................................................... Impact of the water demand management in the user T4_10 awareness Deliverables D4.1 D4.2 D4.3 D4.4 WP 5: Development of EFFINET Software Solution T5_1 T5_2 Design of the Software Architecture Development of the Water Network Optimal Control Module...................................... T5_3 Development of the Water Network Monitoring Module...................................... T5_4 Development of the Demand Monitoring and Management Module...................................... T5_5 Platform integration........................... Deliverables D5.1 D5.2 D5.3 WP6: Demonstration T6_1 T6_2 T6_3 T6_4 Specific site sensor selection and placement Diagnosis of leaks, quality breaches and faults affecting sensors/actuators in water supply networks Implementation of the real-time operational control module Demand management through AMR technologies T6_5 Demonstration of the EFFINET Platform Deliverables 6.1 (prelimi nary) D6.1 (final) D6.2 D6.3 WP 7: Project Dissemination and Exploitation of Results T7_1 T7_2 Dissemination of results Project logo and templates T7_3 Web 2.0 T 7_4 Dissemination material for the project Publications in international journals and presentations T 7_5 in conferences T 7_6 Project Event Organization T 7_8 Exploitation Plan............................................ Deliverables D7.1 D7.1 updated D7.2 D7.1 D7.3 Milestones Milestones M1 M12 M6 M4 M13 M5 M3 M15 M8 M14 M7 M9 M10 M2.... Feedback and needed adjustments from Demonstration experiences Figure 7 EFFINET tasks schedule. Calendar to be modified after 1 st Evaluation, February 2014. 5 TECHNICAL REPORTING Monitoring of technical progress will be implemented through the following items: 5.1. TECHNICAL REPORTING TO THE EC The technical part of all reports to EC will be produced following the guidelines and templates of the FP7. It will be lead by the partner responsible of the deliverable, reviewed by the Scientific and Technical Supervisor and eventually by the Coordinating Beneficiary prior to submission to EC project mailing list. 10
5.2. DELIVERABLES The deliverables, as described in the project proposal, are to be written in English and formatted in EFFINET Deliverable template. An A4 template and a Latex one have been produced. Lead beneficiary of deliverable is in charge of producing it and collecting all partners contributions. Deliverable will be shared among partners when a first draft is ready. It will be shared with partners at least 15 ahead scheduled deadline. At the same time it has to be sent to the Scientific and Technical Project Coordinator to review it complies with expected content and quality standards. The deliverables will be reviewed by partners and scientific and technical coordinator; the deliverable leader will be notified of any comments and will then resubmit the new version if necessary. Deliverable versions will be shared in a common cloud database. http://82.223.130.177/owncloud. Project coordinator will forward deliverables on due time to EC Project mailing list. 11
Deliverable Number Deliverable Title WP leader Lead beneficiary DOW Delivery Date Expected Date Delay (months) Comments D1.1 Consortium Agreement 1 1 1 1 0 D1.2 Project methodology 1 1 3 3 0 D3.1 Statement of the real time network monitoring problem D2.1 Control-oriented modelling for operational management of urban water networks D3.3 Sensor data validation/reconstruction 3 5 3 3 0 2 4 9 9 0 3 5 9 9 0 D4.1 Advanced metering 4 1 10 10 0 device design specifications D1.3 Project periodic report 1 1 12 12 0 D7.1 Dissemination and exploitation strategies 7 1 12 12 0 D5.1 Validation plan: scenarios, methodology and software requirements D2.2 Model predictive control algorithms for operational management of urban water networks D3.2 Network monitoring: sensor placement, mass balance and water quality D4.2 Demand monitoring: optimal placement of meters, pattern demand estimation and shortterm forecasting D2.3 Economic and technical evaluation of operational management algorithms 5 1 10 16 6 Deliverable date delayed. 2 3 18 18 0 3 3 17 20 3 4 3 21 21 0 Task 4.1 will be reported in D4.2 2 4 22 22 0 D6.1 General guidelines for sensor placement, optimal control and demand management strategies 6 2 28 22-6 A preliminary version to be provided within 2nd reporting period (requested by EC). D1.4 Project periodic report 1 1 24 24 0 D5.2 Technical design: 5 1 24 24 0 platform and software modules (real-time control, network monitoring, demand mgmt) D4.3a Water demand models 4 2 24 27 3 Due to the delay (3 months) in T4.7 and T4.8, deliverable date has to be modified accordingly. Change of lead beneficiary D4.3b New tariffs for demand management 4 2 24 27 3 Due to the delay (3 months) in T4.7 and T4.8, deliverable date has to be modified accordingly. Change of lead beneficiary D5.3 Assessment of integrated real-time efficient management software solution 5 1 28 28 0 12
D6.2 Configuration and calibration of the modules for the demonstration sites D3.4 Network monitoring algorithms modifications after demonstration phase 6 2 32 32 0 3 5-34 Proposal of new deliverable. WP3 has no reporting document of results and validation on pilots due for 3rd reporting period. D7.3 Feedback from 7 1 35 35 0 collaboration panel D1.5 Project periodic report 1 1 36 36 0 D4.4 Social and economic impact of the water demand management, monitoring and control solutions D6.3 Results of pilot implementation in Barcelona and Lemesos D7.2 Report on dissemination activities 4 2 30 36 6 6 6 36 36 0 7 4 36 36 0 Figure 8 List of EFFINET deliverables. Amendment February 2014. 6 FINANCIAL REPORTING Monitoring of financial status will be implemented through the calendar stated by the EC. Prior to EC submission partners will submit interim financial report to EB. Financial Reports will conform to the requirements of the EC and will contain the relevant cost statements for each participant, together with the necessary audit certificates, bringing together the costs incurred by the consortium and the requested financial contribution, as well as its allocation by partners and by WP. At the completion of the project, a Final Report will be delivered to present the results of the project and to assess the fulfillment of the agreed objectives. The Final Report will also include an analysis of the potential economic and social impact of the technologies concerned, the factors involved in their successful exploitation and future plans regarding the use and dissemination of knowledge for new activities. 7 SCHEDULE OF MEETINGS The Executive Board (EB) will meet twice a year at different project locations. EB will meet at any time upon written request of 1/3 of the Members of the Executive Board. One of the EB meetings will take place right prior to EC annual review (place to be determined) to optimize travel budget. It will gather project results from the Work Package Committees and the Advisory Board. The Advisory Board (AB) will consist of external experts in drinking water management, control theory, and economic science. It will ensure the scientific and technical quality 13
of the project. Frequent interaction will be sought between the EB and the AB in order to gain insights on the evolutions in the state of the art and to obtain validation of the methodologies adopted. Progress reports will be sent to the AB as well to obtain feedback about project results during the implementation. The AB will meet once a year (at advisors and partners convenience) with the EB for discussion of findings, challenges and opportunities. Up to date EFFINET project counts with CSIRO (Australia) and MEKOROT (Israel) as Advisor entities. Work Package Committees (WPC) will ensure the implementation of the project by executing the tasks defined in the Implementation Plan. Meetings of each WPC will be organized to suit the specific needs and schedule of each WP. The Exploitation Committee (ExC) will meet annually and will report to the EB as the rest of WPC. 8 MANAGEMENT OF DYSFUNCTION OR DISPUTE For a detailed review of management of dysfunction or dispute refer to Section 4 (Responsibilities of Parties) and Section 5 (Liability towards each other) in the Consortium Agreement (D1.1). For any decision to be made in the consortium each participant will have one vote at the EB. Decisions will be approved by a double-majority criterion: more than 50% of votes and more than 50% of the budget represented by such votes will be required to validate a decision. Participants unable to attend a coordination meeting may send a representative or delegate their vote to another participant. Each consortium body must have two-thirds of its members present or represented in order to deliberate and decide validly. Defaulting parties will not have a vote. Additionally, decisions may be taken without a meeting if the Project Coordinator circulates to all participants a written document, which is eventually signed by the above-mentioned criterion of double-majority. Meetings of consortium bodies may also be held by teleconference if agreed by its members. 9 DISSEMINATION OF THE PROJECT The dissemination plan will define specific steps for disseminating results in the academic community, disseminating results to water utilities and to industry, and collecting feedback to research teams. For an updated project dissemination plan refer to deliverable 7.1. Dissemination is regulated by FP7 Grant Agreement - Annex II General Conditions II.30. Dissemination. The Commission shall be authorised to publish, in whatever form and on or by whatever medium, some information specified in the grant agreement. 14
In order to facilitate their identification by the public and the Commission, dissemination materials (e.g. publications, websites, etc.) concerning results from FP7 projects need to contain the following specific sentence, included in the Grant Agreement (Article 45 RfP Article II.30.4 of GA): The research leading to these results has received funding from the European Union's Seventh Framework Programme (FP7/2007-2013) under grant agreement n 318556. For any dissemination and use of foreground of the project refer to EC support guidelines and documents available at https://ec.europa.eu/research/participants/portal/desktop/en/funding/reference_doc s.html#fp7. Refer to Intellectual property rules. Any dissemination action has to be reported to the Coordinator and Scientific coordinator for its review and approval. Actions will be updated on a monthly basis. 10 LIST OF TEMPLATES The table below shows the different templates that the partners of the project will need to use for project management. These templates will be provided by the coordinating beneficiary. They will include a mention of the 7 FP financial support, as well as the logo of the project. 1. Logo, concept, fonts and colors. 2. Presentation template. 3. A4 document. 4. A1/A0 document. 5. Horizontal document. 6. Pamphlet template. 7. Header/footer. 15
Logo, colors and fonts LOGO Concept EFFINET is able to control and monitor water networks to reduce water losses and optimize energy usage. Figure 9 EFFINET concept This concept is achieved using a telescopic sight glass synthesizing as controller, and the pictogram of a drop of water to symbolize the element to be monitored and controlled. Main LOGO Figure 10 EFFINET Logo 16
Figure 11 Positive black logo Figure 12 Main logo and catchword 17
Figure 13 Main logo. Negative and catchword. Figure 14 Main logo. Negative colors. 18
Figure 15 Main logo and catchword. Negative colors. Vertical version Figure 16 Main logo. Vertical version. 19
Font Figure 17 Main logo and catchword. Vertical version. Bebas Neue (modified for project design). Version: 1.101. OpenType, PostScript. Figure 18 Font 20
Colors Figure 19 Main logo and templates. Colors. 21
1. Presentation template (ppt) Figure 20 Presentation template. 22
2. A4 document 3. A1/A0 Poster Figure 21 A4 document template. Figure 22 A1/A0 Poster template. 23
4. Horizontal Report 5. Brochure template Figure 23 Horizontal report template. 24
Figure 24 Brochure template. 6. Footer/Header Figure 25 Footer/Header template. 25
The research leading to these results has received funding from the European Union Seventh Framework Programme (FP7/2007-2013) under grant agreement nº 318556. This publication reflects only the author s views and the European Union is not liable for any use that he made of the information contained therein. 26