#  Article 1. Introduction

The present Data Management Plan (DMP) concerns data management and
intellectual property rights with respect to the EC Horizon 2020 CSA Project
BENEFIT (Grant Agreement No. 635973). This document should be considered in
combination with:

▪ Articles 8.2.2, 8.2.3, 9.1, 9.2, Attachment 1 and Attachment 3 of the
Consortium Agreement ▪ Section 3 (Articles 23, 24, 25, 26, 27, 28, 29, 30 and
31) of the Grant Agreement No.

635973

The Plan is organised per project task in order to concretely describe the
contribution of each project partner to the final outcome as well as the spin-
off potential of each activity.

The scope of the BENEFIT project as described in its proposal and subsequent
grant agreement is as follows:  
  
<table>  
<tr>  
<th>

BENEFIT takes an innovative approach by analysing funding schemes within an
inter-related system. Funding schemes are successful (or not) depending on the
Business Model that generates them. The performance of the Business Model is
effected by the implementation and the transport mode context. It is matched
successfully (or not) by a financing scheme. Relations between actors are
described by a governance model (contracting arrangements). These are key
elements in Transport Infrastructure Provision, Operation and Maintenance, as
illustrated in figure 1

Figure 1: BENEFIT Key Elements in Transport Infrastructure Provision,
Operation and Maintenance

Success is a measure of the appropriate matching of elements. Within BENEFIT
funding and financing schemes are analysed in this respect. Describing these
key elements through their characteristics and attributes and clustering each
of them into **typologies** is the basis of, first, developing a generic
framework. Identifying best matches in their inter-relations ( **matching
principles** ) leads to move from a generic framework to a powerful decision
making one ( **Decision Matching Framework** ) that is developed to guide
_policy makers and providers of funding_ (and financing) _extensive
comparative information on the advantages and limitations of different funding
schemes for transport infrastructure projects and improve the awareness of
policy makers on the needs of projects serving an efficient and performing
transport network within the horizon 2050._

</th> </tr> </table>

Besides, the framework allows policy makers to identify changes that may be
undertaken in order to improve the potential of success, such as improving the
value proposition of the business model.

In developing this framework, BENEFIT takes stock of case studies known to its
partners in combination with a meta-analysis of relevant EC funded research
and other studies carried out with respect to funding schemes for transport
(and other) infrastructure and direct contact with key stakeholder groups.
More specifically, BENEFIT uses the **published** case study descriptions of
**seventy-five** transport infrastructure projects funded and financed by
public and private resources from **nineteen** European and **four**
non–European Countries covering all modes of transport. It also exploits
**twenty-four** European country profiles with respect to contextual issues
(institutions, regulations, macroeconomic and other settings) influencing
funding and financing of transport infrastructure. This data has been produced
within the framework of activities undertaken by the OMEGA Centre for Mega
Projects in Transport and Development and the COST Action TU1001 on Public
Private Partnerships in Transport: Trends and Theory. In addition, BENEFIT,
through its partnership and respective experts, consolidates almost **twenty**
years of successful European Commission research with respect to issues
related to transport infrastructure and planning, assessment and pricing of
transport services. Therefore, its approach is supported by the **tacit**
knowledge and insights of the BENEFIT partnership with respect to
infrastructure projects in transport.

By applying the Decision Matching Framework, BENEFIT will undertake:

  * An ex-post analysis and assessment of _alternative funding schemes (public, PPP and other) based on existing experiences in different transport sectors and geographical areas and their assessment with respect to economic development, value for public money, user benefits, lifecycle investment, efficiency, governance and procurement modalities, etc_ .; and, provide _lessons learned, identification of the limitations of the various schemes and the impact of the economic and financial crisis_ 1  . 

  

  * An ex-ante (forward) analysis and assessment of _the potential of transport investments and the related funding schemes, including innovative procurement schemes still in a pilot phase, to contribute to economic recovery, growth and employment, in view of future infrastructure needs with a 2050 horizon_ for modern infrastructure, smart pricing and funding. 

  

Finally, the BENEFIT partnership covers twelve EU countries and includes
fourteen partner institutes. Eleven of these partner institutes are members of
the Management Committee and Working Groups of the abovementioned COST Action
TU1001 (more specifically, the chair, vicechair and the working group
leaders). BENEFIT also benefits from the contribution of three more partners
(2 transport consultancy SMEs), who extend and support its expertise and
competence to enrich the partnership with new insights and market views.
Besides, an International Advisory board of prominent academics and
international institutions provide guidance and support. Public sector
authorities responsible for transport infrastructure, financiers, transport
operators and sponsors, innovation providers will also be consulted throughout
this Coordination and Support Action.

BENEFIT is concluded within **twenty one months** and bears the following
innovative aspects:  
  
<table>  
<tr>  
<th>

•

</th>  
<th>

**Transport infrastructure business models** and their **project** **rating:**
Improved value propositions lead to funding schemes with enhanced
creditworthiness enabling viable financing, balancing of project

</th> </tr>  
<tr>  
<td>

</td>  
<td>

financing and funding risks, increasing the value basis of stakeholders and
highlighting the _potential of transport investments_ .

</td> </tr>  
<tr>  
<td>

•

</td>  
<td>

**Transferability of findings** with respect to _lessons learned, limitations
and the impact of the economic_

</td> </tr>  
<tr>  
<td>

</td>  
<td>

_and financial crisis_ through the introduction of typologies _._

</td> </tr>  
<tr>  
<td>

•

</td>  
<td>

**Open-access case study database** in a wiki format, allowing for continuous
updates and providing a

</td> </tr>  
<tr>  
<td>

</td>  
<td>

knowledge base serving both practitioners and researchers.

</td> </tr> </table>

The project concept has been developed by the project coordinator and
published in: Athena Roumboutsos (2015) “Case studies in transport Public
Private Partnerships: transferring Lessons learnt”, TRB 2015, Washington DC.

#  Article 2. DMP of WP 1: Management and Coordination

This work package concerns the management and coordination of all BENEFIT
Project activities. No data issues and property rights are related to this
work package.

#  Article 3. DMP of Task 2.2: BENEFIT Database

The BENEFIT database is a combination of existing and new data collected
describing case studies. Additional data is also collected with respect to
existing case study data.

##  3.1 Data types

Data generated and used in this project include the following data types.

###  3.1.1 Existing Data  
  
<table>  
<tr>  
<th>

**Dataset**

**Description**

</th>  
<th>

COST Action TU1001

</th>  
<th>

COST Action TU1001

</th>  
<th>

COST Action TU1001

</th>  
<th>

OMEGA Center, UCL

</th> </tr>  
<tr>  
<td>

**Contact**

</td>  
<td>

Athena

Roumboutsos, Un.

of the Aegean

</td>  
<td>

Koen Verhoest, Un. of Antwerp

</td>  
<td>

Champika

Liyanage,

UCLAN

</td>  
<td>

OMEGA Center, UCL

</td> </tr>  
<tr>  
<td>

**Data**

**Volume**

</td>  
<td>

49 Case study descriptions

</td>  
<td>

23 Country

Profiles

</td>  
<td>

30 Case study performance assessments

</td>  
<td>

13 Case studies

</td> </tr>  
<tr>  
<td>

**Data Format**

</td>  
<td>

Hard/electronic copy (word doc) in templates

</td>  
<td>

Hard/electronic copy (word doc) in templates

</td>  
<td>

Electronic copy (xls) in templates

</td>  
<td>

Hard/electronic copy (word doc) and additional support materials (eg. reports
and interview data)

</td> </tr>  
<tr>  
<td>

**Delivery Date**

</td>  
<td>

2013 - 2014

</td>  
<td>

2013 - 2014

</td>  
<td>

2013-2014

</td>  
<td>

2006 - 2011

</td> </tr>  
<tr>  
<td>

**Preservation Plan**

</td>  
<td>

Transfer to electronic database.

</td>  
<td>

Transfer to electronic database.

</td>  
<td>

Transfer to electronic database.

</td>  
<td>

\-

</td> </tr> </table>  
<table>  
<tr>  
<th>

**Public**

**Availability**

</th>  
<th>

The narratives of all case studies are published in:

Roumboutsos, A.,

Farrell, S.,

Liyanage, C. L. and Macário, R. (2013) _COST_

_Action TU1001_

_Public Private_

_Partnerships in_

_Transport: Trends_

_ & Theory P3T3, _

_2013 Discussion_

_Papers Part II_

_Case Studies_ ,

ISBN 978-88-

97781-61-5 Available at _http://www.ppptra_

_nsport.eu_

Roumboutsos, A.,

Farrell, S.,

Verhoest, K.

(2014) (Eds.)

(2014). _COST_

_Action TU1001 –_

_Public Private_

_Partnerships in_

_Transport: Trends & Theory: 2014 _

_Discussion Series:_

_Country Profiles_

_ & Case Studies _ ;

ISBN 978-88-

6922-009-8,

COST Office, Brussels Available at:

_http://www.ppptra_

_nsport.eu_

</th>  
<th>

The narratives of all country profiles are published in:

Verhoest K.,

Carbonara N.,

Lember V.,

Petersen O.H., Scherrer W. and van den Hurk M (eds)., _COST_

_Action TU1001_

_Public Private_

_Partnerships in_

_Transport: Trends_

_ & Theory P3T3, _

_2013 Discussion_

_Papers Part I_

_Country Profiles_ ,

ISBN: 978-88-

97781-60-8,

COST Office, Brussels Available at:

http://www.ppptra nsport.eu.

Roumboutsos, A.,

Farrell, S.,

Verhoest, K.

(2014) (Eds.)

(2014). _COST_

_Action TU1001 –_

_Public Private_

_Partnerships in_

_Transport: Trends & Theory: 2014 _

_Discussion Series:_

_Country Profiles_

_ & Case Studies _ ;

ISBN 978-88-

6922-009-8,

COST Office, Brussels Available at:

_http://www.ppptra_

_nsport.eu_

</th>  
<th>

Data is published in journals and other open access documents by COST Action
TU1001 working group

(performance) members.

</th>  
<th>

The narratives of all case studies in summary and full

report are publically aavailable at:

http://www.omega centre.bartlett.ucl. ac.uk

</th> </tr>  
<tr>  
<td>

**Issues**

</td>  
<td>

Case studies “owners” are to be referenced based on the above publications.
The case study owners have reserved no further rights.

Contact is a member of the BENEFIT Project Consortium and obliged to share
this data in the project.

</td>  
<td>

Case studies “owners” are to be referenced based on the above publications.
The case study owners have reserved no further rights.

Contact is a member of the BENEFIT Project Consortium and obliged to share
this data in the project.

</td>  
<td>

Case studies “owners” are to be referenced based on COST Action TU1001

publications. The case study owners have reserved no further rights.

Contact is a member of the BENEFIT Project Consortium and obliged to share
this data in the project.

</td>  
<td>

Acknowledgment of IP.

Contact is a member of the BENEFIT Project Consortium and obliged to share
this data in the project.

</td> </tr> </table>

**3.1.2 New data generated in the course of the BENEFIT project**

New data generated concerns the following:

  1. New case studies and other information collected based on BENEFIT requirements New data will be collected by BENEFIT partners. This data will in inserted in the BENEFIT Database part of the BENEFIT Portal operated by the University of the Aegean. 

  

  2. Updating of existing data to the BENEFIT project requirements. 

  

  

Existing data will be updated to include information required by the BENEFIT
Project. Existing data will be updated by the data “owners”. If data “owners”
are not part of the BENEFIT project consortium, data will be updated by
members of the consortium. If this is not possible, data for these cases will
be used in their existing form and version. The OMEGA Center case studies will
be transferred to the structure of the database to secure compatibility.

Data collected (case study data) will always belong to the “owner” (provider
of the data). The data “owner” contributes the data to the BENEFIT project by
supplying the BENEFIT database. “Owner” Name and Affiliation are registered in
the database.

Data storage and back-up strategy follows the general rules for data security
followed by the University of the Aegean network services.

##  3.2 Data Organisation, Documentation and Metadata

Data is organized in a database and documented in a standardized way to
register:

  1. “Owners” 

  

  2. Revisions and Updates 

  

  

Values and indicators included in the case study description may be aggregated
into indicators required by the BENEFIT project. These indicators will be
included in the dataset accompanying the particular case study entry.

##  3.3 Data Access and Intellectual Property

Access to the database will be provided to only one member per partner. Access
to the database and downloads or export of datasets will be automatically
monitored by the University of the Aegean.

This information will be made released to the BENEFIT consortium on a monthy
basis. It will be used for self-regulation of usage safequarding against
abuse.

A narrative of the new data collected will be:

  1. Published in an edited ISBN e-book and made available on the BENEFIT portal free of charge. 

  

  2. Contributed to the BENEFIT wiki and made available on the BENEFIT portal. 

  

  

Existing data and their updates/revised narratives will be contributed to the
BENEFIT wiki.

Permissions with respect to “owners” of existing data belonging to the BENEFIT
project consortium and new data “owners” are not required as this is part of
the BENEFIT grant agreement.

Permissions with respect to “owners” of existing data not belonging to the
BENEFIT project consortium will be requested. If permission is not granted,
this data (case studies) will not feature in the BENEFIT wiki.

Finally, permissions with respect to the collection of data (eg. permission to
use interview data as requested by the EC) will be uploaded in the dataset per
case.

##  3.4 Data sharing and Reuse

All partners will have access to data during the project period as described
in section 2.3.

Following the completion of the BENEFIT project, rights will be established
based on each “owner’s” contribution to the database. These rights also
include the rights of “owners” who are not members of the BENEFIT project
consortium. The concrete algorithm with respect to ownership rights will be
established once the data collection period is concluded.

Two months before the end of the project period, a business plan will be
prepared to analyse and structure the potential exploitation of the database.

Potential reuse of data may be for future and further research and educational
purposes.

“Owners” or group of “Owners” may use their owned data to produce/publish
research academic papers or for teaching purposes. In all cases they are
obliged to:

  1. Reference the publication where the data is first published (COST Action TU1001 Discussion Series, BENEFIT e-book etc.) 

  

  2. Reference the BENEFIT project in accordance to EC Grant rules 

  

  3. Reference the BENEFIT Database and the University of the Aegean. 

  

  

The publication schedule is outlined in section 16 of the Data Management
Plan.

##  3.5 Data Preservation and Archiving

The database will be accessible through the BENEFIT portal for five years
following the end of the project. During this period, unless otherwise decided
by the consortium members under section 2.4, the database functionality will
remain the same as during the project duration.

Following, this 5-year period and if no other decision has been made with
respect to the database by the consortium members, the datasets will be
attached to the BENEFIT wiki for open-access.

#  Article 4\. DMP Task 2.2: Funding Schemes & Business Models

This is a theory-consolidating task. Dimensions, Types and Indicators
generated concern the contributions of partners as follows:

  1. business models – UAEGEAN, UT 

  

  2. funding schemes - TIS 

  

  3. transport mode context – UA 

  

  4. implementation context – UA, IBDIM, UCLAN. 

  

  

**4.1 Data types**

No data is generated in this task.

##  4.2 Data Organisation, Documentation and Metadata

Theory generated in this task is reported in the respective BENEFIT project
deliverable. As noted in the Quality Assurance Plan, Quality is controlled by
the Task Leader, the Work Package Leader and the Project Coordinator. The task
deliverable is “Public” and will feature on the BENEFIT Portal.

##  4.3 Data Access and Intellectual Property

There is no issue with respect to access to data.

With respect to intellectual property rights, contributors are encouraged to
publish their work following the publication schedule in section 16 of the
DMP.

With respect to intellectual property rights these are shared as follows per
subtasks:

  1. business models – UAEGEAN: 50%, UT:50% 

  

  2. funding schemes – TIS: 100% 

  

  3. transport mode context – UA :100% 

  

  4. implementation context – UA:50%, IBDIM:20%, UCLAN:30%. 

  

  

The task leader, based on actual contribution may propose a different share of
ownership. This share should be approved by task members.

##  4.4 Data sharing and Reuse

There is no data sharing issue. Results are made publically available through
the BENEFIT report.

Publications or any other use of this output should reference the BENEFIT
project in accordance to EC Grant rules and the respective deliverable –
report.

The publication schedule is outlined in section 16 of the Data Management
Plan.

##  4.5 Data Preservation and Archiving

The respective report and all other publications generated within this
activity will be made available on the BENEFIT Portal. The portal will be
active for 5 years following the end of the project.

#  Article 5. DMP of Task 2.3: Financing Schemes

This is a theory-consolidating task. Dimensions, Types and Indicators
generated concern the contributions from the following partners: KIT, UAEGEAN,
UCL, TRT, FCE.

**5.1 Data types**

No data is generated in this task.

##  5.2 Data Organisation, Documentation and Metadata

Theory generated in this task is reported in the respective BENEFIT project
deliverable. As noted in the Quality Assurance Plan, Quality is controlled by
the Task Leader, the Work Package Leader and the Project Coordinator. The task
deliverable is “Public” and will feature on the BENEFIT Portal.

##  5.3 Data Access and Intellectual Property

There is no issue with respect to access to data.

With respect to intellectual property rights, contributors are encouraged to
publish their work following the publication schedule in section 16 of the
DMP.

With respect to intellectual property rights these are shared equally between
partners (20% each). The task leader, based on actual contribution may propose
a different share of ownership. This share should be approved by task members.

##  5.4 Data sharing and Reuse

There is no data sharing issue. Results are made publically available through
the BENEFIT report.

Publications or any other use of this output should reference the BENEFIT
project in accordance to EC Grant rules and the respective deliverable –
report.

The publication schedule is outlined in section 16 of the Data Management
Plan.

##  5.5 Data Preservation and Archiving

The respective report and all other publications generated within this
activity will be made available on the BENEFIT Portal. The portal will be
active for 5 years following the end of the project.

#  Article 6\. DMP of Task 2.4: Governance, Procurement and Contractual
Agreement

This is a theory-consolidating task. Dimensions, Types and Indicators
generated concern the contributions from the following partners: Univ. of
Twente, UCL, UCLAN, IBDIM, IST and KIT.

**6.1 Data types**

No data is generated in this task.

##  6.2 Data Organisation, Documentation and Metadata

Theory generated in this task is reported in the respective BENEFIT project
deliverable. As noted in the Quality Assurance Plan, Quality is controlled by
the Task Leader, the Work Package Leader and the Project Coordinator. The task
deliverable is “Public” and will feature on the BENEFIT Portal.

##  6.3 Data Access and Intellectual Property

There is no issue with respect to access to data.

With respect to intellectual property rights, contributors are encouraged to
publish their work following the publication schedule in section 16 of the
DMP.

With respect to intellectual property rights these are shared equally between
partners. The task leader, based on actual contribution may propose a
different share of ownership. This share should be approved by task members.

##  6.4 Data sharing and Reuse

There is no data sharing issue. Results are made publically available through
the BENEFIT report.

Publications or any other use of this output should reference the BENEFIT
project in accordance to EC Grant rules and the respective deliverable –
report.

The publication schedule is outlined in section 16 of the Data Management
Plan.

##  6.5 Data Preservation and Archiving

The respective report and all other publications generated within this
activity will be made available on the BENEFIT Portal. The portal will be
active for 5 years following the end of the project.

#  Article 7. DMP of Task 3.1: Matching Principles

This is a theory-building task. Contributors are:

Framework Building: UCL and UAEGEAN (key contributors); IST, TIS, ULPGC
(contribution)

Receiving/ Giving Input: UA, KIT, UT, TRT, UCLAN

**7.1 Data types**

No data is generated in this task.

##  7.2 Data Organisation, Documentation and Metadata

Theory generated in this task is reported in the respective BENEFIT project
deliverable. As noted in the Quality Assurance Plan, Quality is controlled by
the Task Leader, the Work Package Leader and the Project Coordinator. The task
deliverable is “Public” and will feature on the BENEFIT Portal.

##  7.3 Data Access and Intellectual Property

There is no issue with respect to access to data.

With respect to intellectual property rights, contributors are encouraged to
publish their work following the publication schedule in section 16 of the
DMP.

With respect to intellectual property rights these are shared as follows:

UCL: 35%; UAEGEAN: 35%; IST: 10%; TIS: 10%; ULPGC: 10%

The task leader, based on actual contribution may propose a different share of
ownership. This share should be approved by task members.

##  7.4 Data sharing and Reuse

There is no data sharing issue. Results are made publically available through
the BENEFIT report.

Publications or any other use of this output should reference the BENEFIT
project in accordance to EC Grant rules and the respective deliverable –
report.

The publication schedule is outlined in section 16 of the Data Management
Plan.

##  7.5 Data Preservation and Archiving

The respective report and all other publications generated within this
activity will be made available on the BENEFIT Portal. The portal will be
active for 5 years following the end of the project.

#  Article 8\. DMP of Task 3.2: Policy Tool & Rating Methodology

This is a theory-building task. Contributors are:

Framework Building/ Methodology: UAEGEAN and UCL

Receiving/ Giving Input: KIT, UT, TRT

**8.1 Data types**

No data is generated in this task.

##  8.2 Data Organisation, Documentation and Metadata

Theory generated in this task is reported in the respective BENEFIT project
deliverable. As noted in the Quality Assurance Plan, Quality is controlled by
the Task Leader, the Work Package Leader and the Project Coordinator. The task
deliverable is “Public” and will feature on the BENEFIT Portal.

##  8.3 Data Access and Intellectual Property

There is no issue with respect to access to data.

With respect to intellectual property rights, contributors are encouraged to
publish their work following the publication schedule in section 16 of the
DMP.

With respect to intellectual property rights these are shared as follows:

UAEGEAN: 50% and UCL: 50%.

The task leader, based on actual contribution may propose a different share of
ownership. This share should be approved by task members.

##  8.4 Data sharing and Reuse

There is no data sharing issue. Results are made publically available through
the BENEFIT report.

Publications or any other use of this output should reference the BENEFIT
project in accordance to EC Grant rules and the respective deliverable –
report.

The publication schedule is outlined in section 16 of the Data Management
Plan.

##  8.5 Data Preservation and Archiving

The respective report and all other publications generated within this
activity will be made available on the BENEFIT Portal. The portal will be
active for 5 years following the end of the project.

#  Article 9. DMP of Task 4.1: Lessons Learned

This is a study task. Contributors are: TRT, UAEGEAN, UA, OULU, CEREMA, KIT,
IBDIM, IST, TIS, ULPGC, FCE, and UCL.

**9.1 Data types**

No data is generated in this task.

##  9.2 Data Organisation, Documentation and Metadata

The study is reported in the respective BENEFIT project deliverable. As noted
in the Quality Assurance Plan, Quality is controlled by the Task Leader, the
Work Package Leader and the Project Coordinator. The task deliverable is
“Public” and will feature on the BENEFIT Portal.

##  9.3 Data Access and Intellectual Property

There is no issue with respect to access to data.

With respect to intellectual property rights, contributors are encouraged to
publish their work following the publication schedule in section 16 of the
DMP.

With respect to intellectual property rights these are equally shared. The
task leader, based on actual contribution may propose a different share of
ownership. This share should be approved by task members.

##  9.4 Data sharing and Reuse

There is no data sharing issue. Results are made publically available through
the BENEFIT report.

Publications or any other use of this output should reference the BENEFIT
project in accordance to EC Grant rules and the respective deliverable –
report.

The publication schedule is outlined in section 16 of the Data Management
Plan.

##  9.5 Data Preservation and Archiving

The respective report and all other publications generated within this
activity will be made available on the BENEFIT Portal. The portal will be
active for 5 years following the end of the project.

#  Article 10\. DMP of Task 4.2: Limitations and Tolerance to Change

This is a study task and a pilot test to the matching principles framework
(task 3.1). Contributors are: UCLAN, UAEGEAN, UA, OULU, CEREMA, TRT, IST, TIS,
ULPGC, UCL, FCE.

**10.1 Data types**

No data is generated in this task.

##  10.2 Data Organisation, Documentation and Metadata

The study is reported in the respective BENEFIT project deliverable. As noted
in the Quality Assurance Plan, Quality is controlled by the Task Leader, the
Work Package Leader and the Project Coordinator. The task deliverable is
“Public” and will feature on the BENEFIT Portal.

**10.3 Data Access and Intellectual Property** There is no issue with respect
to access to data.

With respect to intellectual property rights, contributors are encouraged to
publish their work following the publication schedule in section 16 of the
DMP.

With respect to intellectual property rights these are equally shared. The
task leader, based on actual contribution may propose a different share of
ownership. This share should be approved by task members.

##  10.4 Data sharing and Reuse

There is no data sharing issue. Results are made publically available through
the BENEFIT report.

Publications or any other use of this output should reference the BENEFIT
project in accordance to EC Grant rules and the respective deliverable –
report.

The publication schedule is outlined in section 16 of the Data Management
Plan.

##  10.5 Data Preservation and Archiving

The respective report and all other publications generated within this
activity will be made available on the BENEFIT Portal. The portal will be
active for 5 years following the end of the project.

#  Article 11\. DMP of Task 4.3: Effects of Recent Economic and Financial
Crisis

This is a study task and a pilot test to the matching principles framework
(task 3.1). Contributors are: FCE, UAEGEAN, UA, OULU, CEREMA, KIT, TRT, IBDIM,
IST, ULPGC, UCLAN, UCL

**11.1 Data types**

No data is generated in this task.

##  11.2 Data Organisation, Documentation and Metadata

The study is reported in the respective BENEFIT project deliverable. As noted
in the Quality Assurance Plan, Quality is controlled by the Task Leader, the
Work Package Leader and the Project Coordinator. The task deliverable is
“Public” and will feature on the BENEFIT Portal.

**11.3 Data Access and Intellectual Property** There is no issue with respect
to access to data.

With respect to intellectual property rights, contributors are encouraged to
publish their work following the publication schedule in section 16 of the
DMP.

With respect to intellectual property rights these are equally shared. The
task leader, based on actual contribution may propose a different share of
ownership. This share should be approved by task members.

##  11.4 Data sharing and Reuse

There is no data sharing issue. Results are made publically available through
the BENEFIT report.

Publications or any other use of this output should reference the BENEFIT
project in accordance to EC Grant rules and the respective deliverable –
report.

The publication schedule is outlined in section 16 of the Data Management
Plan.

##  11.5 Data Preservation and Archiving

The respective report and all other publications generated within this
activity will be made available on the BENEFIT Portal. The portal will be
active for 5 years following the end of the project.

#  Article 12\. DMP of Task 5.1: Potential of Investments in Transport
Infrastructure

This is a study task and an application of the policy tool (task 3.2).
Contributors are: UT, UAEGEAN, UA, OULU, CEREMA, KIT, TRT, IBDIM, IST, TIS,
UCL.

**12.1 Data types**

No data is generated in this task.

##  12.2 Data Organisation, Documentation and Metadata

The study is reported in the respective BENEFIT project deliverable. As noted
in the Quality Assurance Plan, Quality is controlled by the Task Leader, the
Work Package Leader and the Project Coordinator. The task deliverable is
“Public” and will feature on the BENEFIT Portal.

**12.3 Data Access and Intellectual Property** There is no issue with respect
to access to data.

With respect to intellectual property rights, contributors are encouraged to
publish their work following the publication schedule in section 16 of the
DMP.

With respect to intellectual property rights these are equally shared. The
task leader, based on actual contribution may propose a different share of
ownership. This share should be approved by task members.

##  12.4 Data sharing and Reuse

There is no data sharing issue. Results are made publically available through
the BENEFIT report.

Publications or any other use of this output should reference the BENEFIT
project in accordance to EC Grant rules and the respective deliverable –
report.

The publication schedule is outlined in section 16 of the Data Management
Plan.

##  12.5 Data Preservation and Archiving

The respective report and all other publications generated within this
activity will be made available on the BENEFIT Portal. The portal will be
active for 5 years following the end of the project.

#  Article 13. DMP of Task 5.2: Policy Dialogues

This is a consulting task. Contributors are: IST, UAEGEAN, UA, OULU, CEREMA,
KIT, TRT, UT, TIS, ULPGC.

**13.1 Data types**

Policy opinions are registered.

##  13.2 Data Organisation, Documentation and Metadata

Opinions are reported in the respective BENEFIT project deliverable. As noted
in the Quality Assurance Plan, Quality is controlled by the Task Leader, the
Work Package Leader and the Project Coordinator. The task deliverable is
“Public” and will feature on the BENEFIT Portal.

**13.3 Data Access and Intellectual Property** There is no issue with respect
to access to data.

With respect to intellectual property rights, contributors are encouraged to
publish their work following the publication schedule in section 16 of the
DMP.

With respect to intellectual property rights these are equally shared. The
task leader, based on actual contribution may propose a different share of
ownership. This share should be approved by task members.

##  13.4 Data sharing and Reuse

There is no data sharing issue. Results are made publically available through
the BENEFIT report.

Publications or any other use of this output should reference the BENEFIT
project in accordance to EC Grant rules and the respective deliverable –
report.

The publication schedule is outlined in section 16 of the Data Management
Plan.

##  13.5 Data Preservation and Archiving

The respective report and all other publications generated within this
activity will be made available on the BENEFIT Portal. The portal will be
active for 5 years following the end of the project.

#  Article 14\. DMP of Task 5.3: Policy Guidelines and Recommendations

This is a study task. Contributors are: UAEGEAN, UA, OULU, CEREMA, KIT, TRT,
UT, IST, TIS, ULPGC.

**14.1 Data types**

No data is generated.

##  14.2 Data Organisation, Documentation and Metadata

The study is reported in the respective BENEFIT project deliverable. As noted
in the Quality Assurance Plan, Quality is controlled by the Task Leader, the
Work Package Leader and the Project Coordinator. The task deliverable is
“Public” and will feature on the BENEFIT Portal.

**14.3 Data Access and Intellectual Property** There is no issue with respect
to access to data.

With respect to intellectual property rights, contributors are encouraged to
publish their work following the publication schedule in section X of the DMP.

With respect to intellectual property rights these are equally shared. The
task leader, based on actual contribution may propose a different share of
ownership. This share should be approved by task members.

##  14.4 Data sharing and Reuse

There is no data sharing issue. Results are made publically available through
the BENEFIT report.

Publications or any other use of this output should reference the BENEFIT
project in accordance to EC Grant rules and the respective deliverable –
report.

The publication schedule is outlined in section 16 of the Data Management
Plan.

##  14.5 Data Preservation and Archiving

The respective report and all other publications generated within this
activity will be made available on the BENEFIT Portal. The portal will be
active for 5 years following the end of the project.

#  Article 15. DMP of WP 6: Dissemination & Exploitation

This work package concerns the dissemination of all BENEFIT Project findings.
No data issues and property rights are related to this work package. Issues of
exploitation are addressed in the respective sections.

#  Article 16. Publications and Publication Schedule

The major foreseen output of the project are scientific publications.
Consortium members are encouraged to publish BENEFIT project findings as well
as spin-off concepts that develop from the research within the BENEFIT
project.

The partners are entitled to publish research results and development results
obtained from BENEFIT in the usual scientific form. However, all publications
must be put on the website and submitted to all Partners together with a
request for permission to publish. Requests for such permission to publish
shall be responded to within one month of receipt thereof. Agreement is
considered to have been granted, if no objection is raised within a period of
one month after submission of the manuscript to all partners. Such permission
shall not be withheld longer than it is needed to enable arising intellectual
property to be protected and, in any case, not longer than 6 months from the
date of the request to publish. Finally, the participating academic Partners
are entitled to use knowledge or results from the project that either have
been published or have been declassified for research and teaching purposes.
Appropriate reference will be made to the project’s funding (Horizon 2020).
The same applies to the use of knowledge in consultancy studies.

Scheduled publications and dissemination concern:

  * Newsletters: Brief quarterly e-newsletter including BENEFIT findings addressing the points of interest and also relevant trends and evolutions in various parts of Europe and the world. The BENEFIT work programme is setup so as to coincide with the ability of quarterly reporting. Brief surveys will be conducted to monitor the level of satisfaction of context and its usefulness, so as to allow for improvements over the course of the project. 

  

In support of this activity:

  * Task leaders will provide highlights of their findings 

  

  * Advisory and Consultation Groups will be asked for news they would like to have posted 

  

  * Abstracts/highlights of scientific publications (relevant and generated from the BENEFIT project) will be provided 

  

  * Briefs of Targeted reports 

  

  * Future activities will be announced. 

  

  * Targeted Reports: BENEFIT is setup to address key issues in the White Paper and Horizon 2020 Strategy. To this effect it will provide reports targeting specific issues of interest such as 

  

on transport infrastructure charging, promotion of the adoption of innovation
in infrastructure, new financing instruments, project rating and means of
enhancement and others. These are envisaged to be produced at the end of each
task to provide highlights to policy makers, providers of funding and finance,
EC officials, institutions and the relevant consultation group members.
BENEFIT will seek feedback so as to improve the usability of these reports.

  * Publications (scientific articles, publications, press releases, conference papers etc) will be archived on the BENEFIT portal. Furthermore, disseminating key BENEFIT findings to the academic community will form a special issue in the “Case Studies in Transport Policy”, Elsevier Journal. Publications are expected to be produced through-out the course of BENEFIT. 

  

  * Final book publication “Post-Crisis PPP models” 

  

#  Article 17\. Patents & Protection of Intellectual Property

No patents or other form of intellectual property protection are expected to
be produced by the BENEFIT project. However, should such opportunity arise,
each partner is obligated to fully inform the Dissemination/exploitation
manager and the project coordinator of the filing of protection applications
of knowledge or results created in the field of the project within two weeks
of the date of filing. Results (resulting from the project) shall be made
available free of charge to BENEFIT partners of the consortium for the
implementation of the project, following the common rules of acknowledging the
project source, authors and EC funding. Results (resulting from the project)
owned by one or more of the partners shall be licensed to other partners of
the consortium on Fair and Reasonable conditions to if Needed to enable these
partners to exploit their own results following the procedures in the BENEFIT
Grant Agreement and Consortium Agreement. Use of Results for non-commercial
research shall be royalty free.

#  Article 18. Updates and Revision

The DMP may be updated mid-term and project closing. It may be updated and
revised, if issues arise that have not been foreseen.

#  Article 19. Miscellaneous

##  19.1 Language

This Data Management Plan is drawn up in English, which language shall govern
all documents, notices, meetings, arbitral proceedings and processes relative
thereto.

##  19.2 Applicable law

This Data Management Plan shall be construed in accordance with and governed
by the laws of Belgium excluding its conflict of law provisions.

##  19.3 Settlement of disputes

The parties shall endeavour to settle their disputes amicably.

All disputes arising out of or in connection with this Data Management Plan,
which cannot be solved amicably, shall be finally settled under the Rules of
Arbitration of the International Chamber of Commerce by one or more
arbitrators appointed in accordance with the said Rules.

The place of arbitration shall be Brussels if not otherwise agreed by the
conflicting Parties.

The award of the arbitration will be final and binding upon the Parties.

Nothing in this Data Management Plan shall limit the Parties' right to seek
injunctive relief in any applicable competent court.

#  Article 20. Signatures

**AS WITNESS:**

The Parties have caused this Data Management Plan to be duly signed by the
undersigned authorised representatives (e-signature), the Project Coordinator
and the responsible to enforce the Data Management Plan.

Dr. Athena Roumboutsos, BENEFIT project Coordinator

Signature

Name

Title

Date

Dr. Thierry Vaneslander, responsible within the consortium of enforcing the
DMP

Signature

Name

Title

Date

**PANEPISTHMIO AIGAIOU [UAEGEAN],**

Signature(s)

Name(s)

Title(s)

Date

**UNIVERSITEIT ANTWERPEN [UA]**

Signature(s)

Name(s)

Title(s)

Date

**OULUN YLIOPISTO [OULUN YLIOPISTO]**

Signature(s)

Name(s)

Title(s)

Date

##  CENTRE D ETUDES ET D EXPERTISE SUR LES RISQUES L ENVIRONNEMENT LA

**MOBILITE ET L AMENAGEMENT [CEREMA]**

Signature(s)

Name(s)

Title(s)

Date

**KARLSRUHER INSTITUT FUER TECHNOLOGIE [KIT]**

Signature(s)

Name(s)

Title(s) Date

**TRT TRASPORTI E TERRITORIO SRL [TRT]**

Signature(s)

Name(s)

Title(s)

Date

**UNIVERSITEIT TWENTE [UNIVERSITEIT TWENTE]**

Signature(s)

Name(s)

Title(s)

Date

**INSTYTUT BADAWCZY DROG I MOSTOW [IBDIM]**

Signature(s)

Name(s)

Title(s)

Date

**INSTITUTO SUPERIOR TECNICO [IST]**

Signature(s)

Name(s)

Title(s) Date

**TIS PT, CONSULTORES EM TRANSPORTES, INOVACAO E SISTEMAS, SA [TISPT]**

Signature(s)

Name(s)

Title(s)

Date

##  UNIVERSIDAD DE LAS PALMAS DE GRAN CANARIA [UNIVERSIDAD DE LAS

**PALMAS DE GRAN CANARIA]**

Signature(s)

Name(s)

Title(s)

Date

**UNIVERSITY COLLEGE LONDON [UNIVERSITY COLLEGE LONDON]**

Signature(s)

Name(s)

Title(s)

Date

**UNIVERSITY OF CENTRAL LANCASHIRE [UCLAN]**

Signature(s)

Name(s)

Title(s) Date

**FACULTY OF CIVIL ENGINEERING [FACULTY OF CIVIL ENGINEERING]**

Signature(s)

Name(s)

Title(s)

Date