F4E(09)-GB I2-15Fina l 27/1 112009

FUSION FOR ENERGYThe European Joint Undertaking for ITERand theDevelopment of Fusion EnergyTH E G OVERNING BOARO

DEC ISION OF THE GOVERNING BOARD ON THE 2010 BUDGET OF THE EUROPEANJOINT UNDERTAKING FOR IT ER AND THE DEVELOPMENT OF FUSION ENERGY

THE GOVERNING BOARD OF FUSION FOR ENERGY,

HAVING REGARD to the Statutes annexed to the Council Decision (Euratom) No 198/2007 of 27March 2007 establishing the European Joint Undertaking for ITER and the Development of FusionEnergy (hereinafter "Fusion for Energy") and conferring advantages upon it' (hereinafter "theStatutes") and in particular Article 6(3)(e) thereof,

HAVING REGARD to the Financial Regulation of Fusion for Energy' adopted by theGoverning Board on 22 nd October 2007, last amended on 18th December 20073 (hereinafter"the Financial Regulation"), and in particu lar Title III thereof;

HAVING REGARD to the Implem enting Ru les of the Financial Regulation" adopted by theGovern ing Board on 22nd October 2007 last ame nded on the 8th Ju ly 20085 (hereinafter "theImpl em enting Rules") and in particul ar Title III thereof;

HAVING REGARD to the Project Plan and Resources Estimates Plan adopted by the GoverningBoard on 26th November 2009;

HAVING REGARD to the 20 10 Work Programme adopted by the Governing Board on 26th

November 2009;

HAVING REGARD to the comments and recommendations of the Executive Committee on theproposal for the 20 I 0 Budget at its meeting of 4_5'h November 20096

,

WHEREAS:

( I)

(2)

(3)

6

The Director should, in accordance with Article 8(4)(e) of the Statutes, draw up the annualbudget;

The Executive Committee should, in accordance with Article 7(3)(b) of the Statutes, commenton and make recommendat ions to the Governing Board on the proposal for the annual budget;

The Governing Board should adopt the annual budget.

OJ . L 90 , 30.03.2007, p. 58.F4E(07)-GB03-11 Adopted2211012007F4E(07)-GB04-06Adopted 18/1212007F4E(07)-GB03-12Adopted 22/10/2007F4E(08)-GB06-06aAdopted 08/0712008F4E(09)-ECI7-Summary Adopted 0511 1/2009

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F4E(09)-GB 12-15Final 27111/2009

HAS ADOPTED THIS DECISION:

Article 1

The 2010 Budget of Fusion for Energy annexed to this Decision is herehy adopted.

Article 2

The Governing Board authorises the Director to modify the establishment plan by up to 10% of theposts authorised, suhject to the conditions stipulated in Article 34 of the Financial Regulation.

Article 3

This Decision shall have immediate effect.

Done at Barcelona, 27th November 2009

For the Governing Board

Carlos Varandas

Chair ofthe Governing Board

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F4E(09)-GB12-15Fina127111/2009

ANNEX

2010 BUDGET OF THE EUROPEAN JOINT UNDERTAKING FOR ITER AND THEDEVELOPMENT OF FUSION ENERGY

1. INTRODUCTION

The European Joint Undertaking for ITER and the Development of Fusion Energy (Fusionfor Energy) is a Joint Undertaking created under the Euratom Treaty by a decision of theCouncil of the European Union.

Its annual budget is the main instrument which forecasts and authorises the annual revenueand expenditure considered necessary for the Joint Undertaking, on the basis of the FinancialRegulation 7 and Implementing Rules' adopted by the Governing Board on 22 October 2007the former being last amended on 18 December 2007'.

This Annual Budget is established in accordance with the Resource Estimates Plan.

In summary, the budget shall comprise:

Revenues made up of:

• Euratom (hereinafter "the Community") contribution as a participation in the financing ofthe Fusion for Energy in accordance with Article 4 of the Constituent instrument" andArticle 12 of the Statues";

• annual membership contributions from other members than Euratom in accordance withArticle 4 of the Constituent instrument and Article 12 and Annex II of the Statutesannexed thereto;

• the financial contribution of the ITER Host State in accordance with Article 4 of theConstituent instrument and Article 12 of the Statues;

• own revenue consisting of all fees and charges which 'Fusion for Energy' is authorised tocollect by virtue of the tasks entrusted to it;

• revenue assigned to specific items ofexpenditure;

• additional revenues received under terms approved by the Governing Board inaccordance with Article 12 of the Statutes;

• any other revenue.

7

8

9

10

II

F4E(07)-GB03-11 of22/10/2007F4E(07)-GB03-12 0[22/10/2007F4E(07)-GB04-06 of 18112/2007Constituent decision shall mean the Council Decision (Euratom) No 19812007 of 27 March 2007 establishing theEuropean Joint Undertaking for ITER andthe Development of Fusion Energy and conferring advantages uponit.OJ L 90, 30.3.2007, p. 58.Statutes shall mean the Statutes of the Joint Undertaking annexed to theCouncil Decision (Euratom) No 198/2007of 27 March 2007 establishing the European Joint Undertaking for ITER and the Development of Fusion Energyand conferrlng advantages uponit.

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F4E(09)-GBI2-15Final 27/1112009

Expenditure made up of:

• Operational expenditure, necessary for the pursuit of its tasks and activities in accordancewith Article 4 of the Constituent instrument;

• Administrative expenditure, necessary for the functioning of Fusion for Energy, inparticular costs of personnel and infrastructure.

2. REVENUE 2010

Legal basis

Council Decision (Euratom) No 198/2007 of 27 March 2007 establishing the European JointUndertaking for ITER and the Development of Fusion Energy and conferring advantagesupon it. 12

12 OJ L 90, 30.3.2007. p. 58

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Table 1: Fusion for Energy Draft Budgetfor 2010· Statement of Revenue (euro)

Title Budget 2010 BUdget2009(*) Outtum 2008 rJChapter

HeadingCommibnent Payment Commitment Payment Commitment Payment

1-1 PARTICIPATION FROM EUROPEAN COMMUNITY........

1-1 1 PARTICIPATION FROM EUROPEAN COMMUNflY 343,340,00< 193,700,00 258,100,00< 107,000,00 115,210,00 96,000,00

I· 1 2 REVENUE FROM ADMINISTRATIVE EXPENDITURE 34,200,00 34,200,00 32,928,0. 32,928,00< 26,457,29 26,457,29

Title 1-1 - Total 377,540,000 227,900,000 291,028,00 139,928,OOC 141,667,297 122,457,29

1-2 ANNUAL MEMBERSHIP CONTRIBUTIONS, -~""-~ ..~.,,-.~--..~----_._- ~-~.•~ - ....~_."

1- 2 1 ANNUAL MEMBERSHIP CONTRIBUTIONS 3,400,00 3,400,00 2,900,00 3,285,00 2,683,00( 2,298,10

Title1- 2 - Total 3,400,000 3,400,000 2,900,00 3,285,OOC 2,683,000 2,298,10

I· 3ASSIGNED REVENUE ACCRUING FROM THECONTRIBUTION OFITERHOST STATE

..........., .... -- -- ---- ........_.- ~...23,SOO,OOC 61,200,00< 47,800,OOC 24,000,00<I· 3 1 CONlRIBUTION FROMITER HOSTSTATE 66,500,00 30,400,00

Titlel-3-Total 66,500,000 23,600,000 61200,00 30,400,OOC 47,800,000 24,000,00

1·4 REVENUE FROM FEES ANDCHARGES..............

- 4 1 FROM FEES ANDCHARGES p.m. p.m p.m. p.m. p.m. p.m1- 4 2 ADDmONAL REVENUE ... '

p.m. p.m. p.m. p.m. p.m. p.m1~4 3 OlHER REVENUE p.m. p.m. p.m p.m. 148,68 148,68

Titlel-4-Total nm. e.m. nm. nm. 148,683 148,68

1·5OTHER ASSIGNED REVENUE TOSPECIFIC ITEM OFEXPENDITURE.. , .._"".."",-""~....,,,,------------ -~ -

978,00C- 5 1 ASSIGNED REVENUE TO SPECIFIC IlEM OF EXPENDITURE p.m. p.m. p.m. p.m. 865,00

Title 1-5 - Total o.m. p.m. p.m, p.m. 978,000 865.00TOTAL 447,440,000 254,900,000 365,128,000 173,613,000 193,276,980 148,769,080

J?'"'"'"9.or

(*) budget 2009-presented to the GBon26f11/09 (*) 2008budget implementation basedonAnnual accounts 2:008

"r:I12_. trI;:l~

'" 0-""N~--..) ,~Cl:::tl:I~-NN0,0-

"" v.

r»\01

13

14

F4E(09)-GB 12-15Final 27111/2009

TITLE I - I: PARTICIPATION FROM THE EUROPEAN ATOMIC ENERGYCOMMUNITY

Title Appropriations 2010 Appropriatlons2009 Outtum 2008Chaplor

HeadingCommitmoot CommitmOl1t CommitmontPalment "",...,. Paymllrlt

r .1 PARTICIPATION FROM EUROPEAN COMMUNITY

1·11 PARTICIPATION FROM EUROPEAN COMMJNITY 343,340,00 193,700,OOC 258,100.00 107,000.001 115.210,00 96.000,00

1- 1 2 REVENUE FROMADMNISTRATIVE EXPENDITURE 34,200,00 34,200,00< 32,928,0 32,928,0 26,457,29 26,457,29

Title 1.1 • Total 377,540,000 22.7,900,000 291,028,000 139,928,00 141,667,297 122,457,297

Specific legal basis

Council Decision 2006/970lEuratom of 18 December 2006 concerning the SeventhFramework Programme of the European Atomic Energy Community (Euratom) for nuclearresearch and training activities (2007 to 2011) 13•

Council Decision 2006/976/Euratom of 19 December 2006 concerning the SpecificProgramme implementing the Seventh Framework Programme of the European AtomicEnergy Community (Euratom) for nuclear research and training activities (2007 to 2011)14.

Remarks

The revenue from the Euratom contributions is provided from the Seventh EuratomFramework Programme.

This contribution is confirmed annually with the adoption of the general budget of the ED inparticular the Research/Fusion budget

The Euratom contribution also makes a distinction between the operational andadministrative budget which is related to the operational and administrative expenditure ofFusion for Energy.

TITLE I - 2: ANNUAL MEMBERSHIP CONTRIBUTIONS

TlIleHeading

Approprilllions 2010 Approprla:llon'2009 Oultum2008Chapter Commitment Payment commltmont Payment Commitment Payment

r-a ANNUAL MEMBERSHIPCONTRIBUTlONS

1-2 1 ANNUALMEM8ERSHIPCONTRI8UT1ONS 3,400.oo( 3.400,00 2,900,00 3,295,0 2,693,00 2.299.1

Title I ·2· Total 3,400,000 3,400,000 2,900,000 3,285,000 2,683,000 2,298,100

Revenue resulting from the contribution of the Members of 'Fusion for Energy', other thanEuratom, is defined in Annex III of the Statutes.

These Membership contributions are calculated on the basis of 10% of the administrativeexpenditure budgeted in title 1 and 2 of the Statement of Expenditure.

TITLE I - 3: CONTRIBUTION FROM ITER HOST STATE

Tillo Appropriations 2010 Applopriatlons2009 Olrttum20M

Cl>aplarHaadlng

Commitment commitment Commltmen!Paymont Paymont PaY"'l'lnt

1·3ASSIGNEDREVENUEACCRUINGFROMlHECONTRIBUTlONOF ITERHOST STATE

1_3 1 CONTRlllUTION FROM ITER HOST STATE 66.500.00{ 23.600,00 61,200,00 30,400,00{ 47,900,00 24,000,001

rtue I. 3 • Total 66,500,000 23,600,000 61,200,000 30,400,000 47,800,000 24,000,000

OJ L 400,30.12,2006, p. 60OJ L 400,30,12.2006, p. 404

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F4E(09)-GB12-15Final 27/1l/2009

Revenue made up of financial contributions from the ITER Host State corresponds to thecommitment to cover 9.09% of the total costs of the ITER construction phase, or 20% of theEU contribution valued at 1788.85kIUA.

TITLE I - 4: REVENUE FROM FEES AND CHARGES

rtueHoadlng

~proprlatlon8 2010 Ailproprlallons20011 Oullum 2008Chapttlf Commltmoot ,~- Commitment Paymanl Comm~ment Paymonl

'·4 ReVENUEFROMFEESAND CHARGES

1-4 1 REVENUE FROMFEESAND CHAAGl:S ,m ,m p.m. ,m ,m p.en

1-4 .2 ADDITIONAL REVENUE ,m ,m ,m ,m ,m p.m

1_4 3 OTHERREVENUE ,m ,m ,m ,m 148.68 148,68

TItlal·4.Total p.m. p.m p.m. p.m. 146,68 148,683

Revenue made up of financial fees and charges received by Fusion for Energy and othermiscellaneous revenue.

TITLE I - 5: OTHER ASSIGNED REVENUE TO SPECIFIC ITEM OF EXPENDITURE

Title ApproprlalloM 2(10) Approprlatlon.me Outtum2008Chapter

HOldingCommitment Commttmant Psymoot CommttmentPayment Payrrwnt

1·5 OlliER ASSiGNEDREVENUE TO SPECIFICITEMOFeXPENOlTURE

1-6 1 ASSIGNED REVENUETO SPECIFICITEMOF EXPENDITURE ,m ,m pm p.m 878,00 865.01)(

Titlel-5-Total p.m. p.m p.m. p.m. 878.000 666,00

Revenue from third parties, in particular the ITER Organisation, assigned to specific items ofexpenditure to cover tasks implemented by Fusion for Energy at the request ofa third party.

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{ } 2008 budget implementation based on Annual accounts 2008( ) budget 2009 presented to the GB on 26111/09

Table 2: Fusion for Energy Draft Budget for 2010 - Statement of Expenditure (euro)

Trtl. Appropriations 2010 Approprlatlons2009 (") Outtum 2008("*)

ChapterHeading

Commitment Payment Commitment Payment Commitment Payment

A -1 STAFF EXPENDITURE

IA-~11 STAFF EXPENDITURE iN THE ESTABLISHMENT PLANI

18,500,00 18,500,00 13,475,00 13,475,OOC 5',693,'1'4:<- 5,693,14<

A-12EXTERNAL STAFF EXPENDITURE (CONTRACT AGENTS,

6,383,00 6,383,00 5,033,00 5,033,00 1,541,69 1,541,6~INTERIM STAFF AND NATIONAL EXPERTS)

A-i3 MISSIONS AND DUTY TRAVEL 1,790,00{ 1,790,OOC 1,695,00 1,695,00 1,956,00( 1,956,00<

A-14MISCELLANEOUS EXPENDITURE ON STAFF RECRUITMENT

893,60 893,60 1,811,00 1,811,00 1,229,05 1,229,05AND TRANSFER

A-iS REPRESENTATION 25,00( 25,00 20,00 20,00 20.00< 20,00

A-i6 TRAINiNG 430,00 430,OOC 414,00 414,00 116,24 116,24

-17 OTHER STAFF MANAGEMENT EXPENDITURE 149,40 149,40 220,00 220,00 557,401 557,401

A·18 TRAINEESHIPS 227,OOC 227,00 44,00(

~Title 1· Total 2839800 283980 2271200 2271 1111353 11113

A-2BUILDINGS, EQUIPMENT AND MISCELLANEOUS

IA"~-21---'---OPERAl1NG EXPENDITURE

I""._--"...--_." ......."-_.._..",,"',,---_......... --,,.._- -848',00{ 848,OOC 881,OOCBUILDINGS AND ASSOCIATED COSTS 881,00 697,80 697,80

A·22 INFORMATION AND COMMUNICATION TECHNOLOGIES 3,094,OOC 3,094,OOC 4,OOO,OOC 4,000,00 2,806,32 2,806,32

A-23 MOVA8lE PROPERTY AND ASSOCIATED COSTS 227,00 227,00 355,OOC 355,OOC 623,50< 623,50

A-24 EVENTS AND COMMUNICATION 300,OOC 300,00 200,OOC 200,OOC 80,64 80,64

A-25 CURRENT ADMINISTRATIVE EXPENDITURE 624,OOC 624,00 706,OOC 706,OOC 737,40< 737,40

A·26 POSTAGE AND TELECOMMUNICATIONS 280,OOC 280,00 256,OOC 256,OOC 299,60< 299,60

A-27 EXPENDITURE ON FORMAL AND OTHER MEETINGS 429,00 429,00 228,OOC 228,OOC 266,50( 266,50

Title 2 - Total 5,802,00 5,802,00 6,626,00 6,626,00 5,511,770 5,511,n

8-3 OPERA110NAL EXPENDITUREI ..... ---------------------"-------.--.._.-----,,..8-31

ITER CONSTRUCTION330,930,00 176,970,00 238,095,OOC 110,193,00{ 114,525,051 82,677,60

INCLUDING THE ITER SITE PREPARATION

B-32 TECHNOLOGY FOR ITER 13,890,00 15,570,OOC 15,285,OOC 2,550,00 4,427,83

8-33 TECHNOLOGY FOR BROADER APPROACH AND DEMO 620,00 3,260,OOC 10,210,OOC 132,00 111,71 111,71

8-34 OTHER EXPENDITURE 1,300,OOC 1,300,00 1,OOO,OOC 1,000,00 500,0 84,55

8-35ITER CONSTRUCTION - APPROPRIATION ACCRUING FROM

66,500,00 23,600,0{){ 61,200,0{){ 30,400,00{ 47,800,00(THE ITER HOST STATE CONTRIBUTION

8-3.6APPROPRIATION ACCRUING FROM THIRD PARTIES TOSPECIFIC ITEM OF EXPENDITURE

p.m. p.m. p.m. p.m.

Title 3 - Total 413,240,00 220700,00 325,790,000 144,275,00 167,364,593 82,873,86

TOTA 447,440,00 254,900,00 355,128,00 173,613,00 183,989,89 99,499,171

.-

F4E(09)-GB12-15Final 27111/2009

TITLE 1: STAFF EXPENDITURE

Legal basis

Staff Regulations of Officials of the European Communities and the Conditions ofemployment ofother servants of the European Communities 15

Chapter 11: STAFF IN THE ESTABLISHMENT PLAN EXPENDITURE

TllloChapw

A-11

H....dlnll

STAFF EXPENDITURE IN THE ESTABLISHMENT PLAN

Remarks

This appropriation is intended to cover the cost of remuneration of Officials and Temporarystaff, in accordance with the Staff Regulations of Official and conditions of Employment ofOther Servants of the Europeau Communities and in particular remunerations, weightingsand adjustment to remuneration (Articles 62 to 66 thereof), family allowances (Articles 67and 68 thereof), expatriation allowances (Article 69), death grants (Article 70) , birth grants(Article 74), fees related to death (Article 75) and household allowance, child allowanceeducation allowance (Articles 1 to 3) ,annual travel expenses (Article 8) and entertainmentfees (Article 14 ofAnnex VII for Officials, Article 19 to 27 for Temporary Staff).

This appropriation is also intended to cover the costs of the employers' social securitycontributions in accordance with the Staff Regulations of Official and conditions ofEmployment of Other Servants of the European Communities in particular (Article 72, 73 )and any other related staff expenditure.

Additional comments:

The Establishment Plan of 'Fusion for Energy' detailed in point 4 of this document contains62 permanent posts and 172 temporary posts.

The budget takes into consideration the full cost for the authorised posts from the 2009budget and a reduced cost for the new posts, to be filled in gradually during the financialyear 2010.

Chapter 1 2: EXTERNAL STAFF EXPENDITURE (CONTRACT AGENTS, INTERIMSTAFF AND NATIONAL EXPERTS)

",,, Appropriations 2010 APprOPjtlOnS2GOO Outtum 2008Chapter

HeadingCommitmGl'lt . I Paym0nt Commitmont PO}ffilltll commitmofltf Pa~ont

A-12 ~:~~";T~~~F~~;~~~~~~~~:'CTAGENTS,6.363.001 6,383.01J1. 5,033,001 5.033,00 1,541,61 1,541,694

Remarks

This appropriation is intended to cover the remuneration for Contract staff in accordancewith the relevant provisions in the conditions of Employment of Other Servants of theEuropean Communities in particular Article 92 to 94.

This appropriation is also intended to cover the costs of the employers' social securitycontributions in accordance with the Staff Regulations of Official and conditions of

15 OJ L 56, 4.3.1968, p. 1. as amended by Regulation (CE, Euratom) no. 723/2004 of 22 March 2004 (OJ L 124,27.4.2004) and as last amended by Corrigendum (OJ L 051, 24/02/2005 p. 0028)

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F4E(09)-GBI2-15Final 27/11/2009

Employment of Other Servants of the European Communities in particular (Article 72, 73 )and any other related staff expenditure.

Additional comments:

As for Official and Temporary staff, the budget foresees a full cost for the external staff inplace and a reduced cost for the additional post to befilled gradually.

There are three groups ofexternal staff:

Contractual agents

Seconded National Experts according to the Decision of the Governing Board ofFusionFor Energy GB03-17 of22-10-07

Interim staff

This appropriation corresponds to the cost of about 130 man-years of contractual staff, 25man-years ofseconded national experts and 25 man-years Interim staff

Chapter I 3: MISSIONS AND DUTY TRAVEL

TitloChaj!iar

A- 1 3

HlllIdlng

MISSIONSAND DUTY TRAVEL

Remarks

This appropriation is intended to covel' expenditure on transport, the payment of dailymission allowances and the ancillary 01' exceptional expenses incurred by staff of 'Fusion forEnergy' in the interest of the service, in accordance with the provisions of the StaffRegulations of Officials and other servants of the European Communities and the rulesapplicable to Seconded National Experts.

Chapter I 4: MISCELLANEOUS EXPENDITURE ON STAFF RECRUITMENT ANDTRANSFER

Title Appropriations 2010 Approprlatlons2009 Outtum2008Chaplor

HeadingCemmitnlllnt I POjllOOnt Commitment 1 P/l;m<'lnt Commltmeflt I Pll}m{lnt

A· 1 4MISCELLAI£OUSEXPENDITURE ON STAFF RECRUITMENT 893,6°i 893,60 1,811,0°1 1,811,0 1,229,054 1,229,05ANOTRANSFER

Remarks

This appropriation is intended to covel' the expenditure involved in selection and recruitmentprocedures (Articles 27 to 31 and 33 of the Staff Regulations of Official and relevantprovisions of the conditions of Employment of Other Servants) and the medical visit beforerecruitment, the travel expenses of staff (including their families) entering or leaving theservice (Articles 20 and 71 thereof and Article 7 of Annex VII thereto), the installationallowances for staff obliged to change residence after taking up their appointment or whenthey definitively cease their duties and settle elsewhere (Articles 5 and 6 of Annex VIIthereto) and the daily subsistence allowances due to staff able to prove that they wereobliged to change their place of residence after taking up their duties (including transfer)(Articles 20 and 71 thereof and Article 10 of Annex VII thereto).

Additional comments:

Fusion for Energy will complete its process ofbuilding-up and still foresees here exceptionalbut decreasing expenses linked to recruitment.

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Chapter 15: REPRESENTATION

A-15

Heading

REPRESENTATION

Remarks

This appropriation is intended to cover expenses incurred by authorised officials or otherFusion for Energy servants in respect of representation in the interest of the service.

Chapter 1 6: TRAINING

TO.Chapler

A-16

Heading

TRAlNING

Remarks

This appropriation is intended to cover the training expenses for the staff of 'Fusion forEnergy' in accordance with the relevant provisions of the Staff Regulations and in particularArtiele 24 a thereo f.

These expenses are in particular incurred in designing, developing, holding, evaluating andmonitoring the results for training courses organised by the Joint Undertaking in the form ofcourses, seminars and conferences, organized internally or outsourced.

Chapter 1 7: OTHER STAFF MAN AGEMENT EXPENDITURE

Titleeh.aptor

Hoadlng

OTHERSTI'FF MANAGEMENT EXPENDITURE

Remarks

This appropriation is intended to cover the costs of the annual medical check-up of staff andassociated analyses required, complementary health insurance and schooling.

It includes the cost for social, cultural and artistic events, sporting clubs and culturalassociations etc.

It includes other staff management expenditure for assistance to staff or grants for staff thatare in particularly difficult circumstances.

CHAPTER 1.8 - TRAINEESHIPS

TitleChapter

A-18 TRAINEESHIPS

Heading

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This appropriation is intended to cover the costs of in-service traineeships and is designed toprovide them with an overview of the objectives set and the challenges faced by theEuropean Union, an insight into how its institutions work and an opportunity to enhancetheir knowledge through work experience at Fusion for Energy. This appropriation coversthe payment of grants and other related costs-if applicable- (accidents, reimbursement oftravelling costs arising from the traineeship, particularly at the start and the close of thetraineeship, etc).

The selection of trainees is based on objective, transparent criteria and reflects ageographical balance.

TITLE 2: BUILDINGS, EQUIPMENT AND MISCELLANEOUS OPERATINGEXPENDITURE

This appropriation is mainly dedicated to Barcelona building and activities but also includesthe expenses linked to the site services and other support costs of the JT60SA Home Team ofFusion for Energy at Garching (Germany) 16 and F4E offices in Cadarache (France).

Chapter 21: BUILDINGS AND ASSOCIATED COSTS

TitleChapt<'lt

A·21

Heading

BUILDINGS AND ASSOCIATED COSTS

Remarks

This appropriation is intended to cover the payment of additional space rent, water, gas,electricity and air conditioning charges, maintenance costs, the costs of cleaning, upkeep andthe fitting-out of the premises and repairs in respect of the buildings or parts of buildingsoccupied by the Joint Undertaking. It also includes security and safety of the building andinsurances.

Additional comments:The Host Agreement provided F4E with five fioors of temporary office accommodation freeof charge. Spain has already accepted to offer F4E and additional floor (2nd floor) andadditional parking place free ofcharge and F4E considers now opportune, in particular inview of the ongoing discussions on the permanent F4E building, to accept to cover the costfor the renting of the ground floor for meetings and venue purposes bearing in mind that itrepresents a minor additional costs for a limited period till the permanent premises becomeavailable.

Chapter 2 2: INFORMATION AND COMMUNICATION TECHNOLOGIES

TilloCllaptcr

A-22

Hooding

INFORM~TION />ND COMMJNICATION TECHNOLOGIES

16

Remarks

F4E(08)-OBWP-03 Adopted 2110412008

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This appropriation is intended to cover the purchase or leasing of computing and othersimilar electronic office equipment and hardware as well as the installation, configurationand maintenance of said equipment; the procurement and maintenance of program packagesand software necessary for the normal operation of the Joint Undertaking; the expenditureon services contracts for analysis, programming and technical assistance necessary for theJoint Undertaking, the cost of external services contracts to manage and maintain the dataand systems, the help desk, and user support activities.

Additional comments:

The IT budget could be broken down in 3 parts

40% for IT infrastructure, including hardware and software procurement andmaintenance, networking, security and IT business continuity and recovery services

It<ladlng

- 30% for the development and implementation of the Management Systemsmanagement, Project management, Reporting ...J

- 30%for IT external services and support

Chapter 2 3: MOVABLE PROPERTY AND ASSOCIATED COSTS

TitleChapt&r

A - 2 3 MOVABLEPROPERTY N4D ASSOCIATEDCOSTS

Remarks

(Contract

This appropriation is intended to cover the purchase, maintenance or renting of officefurniture and specialised furniture, including ergonomic furniture and CAD furniture,shelving for archives, material for storing documents, handling mail, telephones,photocopiers, fax machines, other telecommunication equipment and any other technicalinstallation, the purchase of vehicles for transportation needs and their associated costs.

This chapter is also intended to cover the costs of documentation and library (i.e, thepurchase of books), documents and other publications, acquisition of special equipment forlibraries, subscriptions to newspapers and periodicals in line with the Joint Undertaking'sown needs and other costs essential for the upkeep ofbooks and periodicals.

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Chapter 2 4: EVENTS AND COMMUNICATION

TitleChapror

A·24

Heading

EVENTSAND COMMUNICATION

Remarks

This appropriation is intended to cover the cost for the production of written and audiovisualmaterial targeting different audiences.

It also intended to cover the cost for the production of marketing material, media trips, pressevents, conferences, exhibitions and seminars and visits.

Furthermore, this budgetary line will be used to establish collaboration with third parties forthe organisation ofevents, press relations and media monitoring.

Chapter 2 5: CURRENT ADMINISTRATIVE EXPENDITURE

rereChapter

A·25

Hoadlng

CVRRENT ADMNISTRI\TIVE EXPENDITURE

Remarks

This appropriation is intended to cover the purchase of paper and office supplies, bankcharges, exchange rate loss incurred by the Joint Undertaking in the execution of its budgetand other financial charges.

It also covers preliminary legal costs and the services of lawyers or other experts, generalservice contracts, rental expenses for vehicles and taxis, expenses for insurances, damagesand the cost of settling claims against the Joint Undertaking (civil liability), ordinary printshop expenses and expenses for the publication in the Official Journal of the EuropeanUnion.

Furthermore, the fees and expenses related to the Service-Level Agreements signed withother European Community Institutions or offices (e.g. Paymaster's Office, Translationservice, DO ADMIN, DO BUDO for the accounting system - ABAC, etc) or Host State arecovered by this appropriation.

Chapter 2 6: POSTAGE AND TELECOMMUNICATIONS

nueChapter

A-26

Hoadlng

POSTAGE ANDTELECOMMUNICATiONS

Remarks

This appropriation is intended to cover expenditure on postal and delivery charges, includingany type of parcels sent by post or specialised companies; the communication cost of

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F4E(09)-GBI2-15Final 27/11/2009

telephone, internet, faxes, videoconferences and data transmission, including renting ofequipment.

Chapter 27: EXPENDITURE ON FORMAL AND OTHER MEETINGS

TI110Cllaplof

A-27

H~dlng

EXPENDITURE ONFORMAL ANDOTHERMEETINGS

l?IS

Remarks

This appropriation is intended to cover the travel, subsistence and other visiting expenses andthe costs of other formalities incurred by experts, in particular the Chair of the GoverningBoard, the members of the Executive Committee and the Technical Advisory Panel. It is alsointended to cover the costs connected with the organisation of meetings. Furthermore, itintends to cover travel and subsistence costs incurred by EU-Officials non Fusion for EnergyStaff invited as experts in meetings.

TITLE 3: OPERATIONAL EXPENDITURE

Council Decision (Euratom) No 198/2007 of27 March 2007 establishing the European JointUndertaking for ITER and the Development of Fusion Energy and conferring advantagesupon itl?

Chapter 31: ITER CONSTRUCTION INCLUDING ITER SITE PREPARATlON

Tm. Appropriations 2010 Appropriations2009 Outtum 2008Chapter

HeadingCommttment Payment Commitment Payment Commitment Payment

B-31ITER CONSTRUCTION 330,930,OOC 176,970,001 238,095,00 110,183,0" 114,525,051 82,677,60INCLUDING THE ITER SITE PREPARATION

Specific Legal basis

Agreement on the Establishment of the ITER International Fusion Energy Organization forthe Joint Implementation of the ITER Project"

Remarks

This appropriation is intended to cover all expenses related to the construction of ITER.

It includes:

The in kind contributions to the construction of ITER which are to be procured by F4Eand those which are in charge ofthe Host State

The contribution in cash to the ITER organisation for the management of ITER andresearch and development and participation to the ITER fund;

OJ L 90, 30.3.2007 p. 58OJ L 358, 16.12,2006, p. 62

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F4E(09)-GB12-15Final 27111/2009

- The contribution in cash to Japan through ITER organisation according to the agreementon transfer of procurement responsibilities from Euratom to Japan;

The ITER site preparation in addition to the ED procurement for ITER.

Chapter 32: TECHNOLOGY FOR ITER

Title AppropriatIons 20ll! Appropriations2009 OU!t1lm2008

ChapterHeading

Commitment I Payment Commitment I Payment Commitment I Payment

B·32 TECHNOlOOY FOR ITER 13,890,~ 15,570,01)( 15,285,~ 2,550,00 4,42J,83~

Remarks

This appropriation is intended to cover all the expenses for design and R&D for ITER.

It includes:

Specific activities in support of ITER construction such as risk assessment and costanalysis;

Chapter 3 3: TECHNOLOGY FOR BROADER APPROACH AND DEMO

Ti6eHeading

Appropriations 2010 Appropriallons2009 Outtum2008Chapter Commitment I Payment Commltmenl I Payment Commitment I Payment

8-33 TECHNOLOGY FOR BRQADERAPPROACH AND DEMO 620,OOCj 3,"',01)( 1O,210,OOCj 132," 111,71' 111,71

Remarks

This appropriation is intended to cover expenses to provide the Euratom contribution toBroader Approach activities in coordination with Japan for the rapid realisation of fusionenergy and corresponding to activities delegated to Euratom by the Broader ApproachSteering Committee through the Work Programme.

It includes:

IFMIF-EVEDA project;IFERC at Rokkasho;

- Satellite Tokamak (JT-60SA) activities.

Research actions in support ofDEMO

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F4E(09)-GB 12-15Final 27/ll/2009

Chapter 3 4: OTHER EXPENDITURE

Tille Appropria1ions 2010 Appropriations2009 Ollltum 2008

Chapler HeadingCommitment I Payment Commitment I Payment Commitment I Payment

8-34 OTHER EXPENDlruRE 1,300,00~ 1,300,00< 1,OOO,ooq 1,000,0. 500,00<1 M,55

Remarks

This appropriation is intended to cover miscellaneous expenditure, in particular ofadministrative nature but directly linked to ITER, the Broader Approach or DEMO.

Also entered against this item, the funding of high-level scientific and technological analysesand evaluations carried out on behalfof 'Fusion for Energy'.

Chapter 3 5: ITER CONSTRUCTION

Title Appropriations 2010 Appropriatlons2009 Outtum20fJ8

ChapterHeading

Commitment PaymentPayment Commttmenl Commitment Payment

8-35ITER CONSTRUCTION ·APPROPRIATION ACCRUING FROM 66,500,0. 23,600.00 61,200,00 30,400,", 47,800,00 24.000,00THE ITER HOST STATE .CONTRIBUTION

Remarks identical to Chapter 31

This appropriation accrued from the ITER host state contribution is specifically assigned tothe ITER Construction cost; except the ITER site preparation.

The expenditure covered under this chapter is identical to chapter 3.1.

Chapter 3 6: APPROPRIATION ACCRUING FROM THIRD PARTIES TO SPECIFICITEM OF EXPENDITURE

rrlle Appropriations 2010 Approprialions2009 Outtum 2008

ChapterHeading

Commibnenl Pa)lllont Commitment Commitment PaymentPayment

8-3.6APPROPRJATlON ACCRUING FROM THIRD PARTIES TO prn p.m. p.m. p.m. 976,", 865,0.SPECIFIC ITEM OF EXPENDITURE

Remarks

This appropriation is intended to cover tasks implemented by Fusion for Energy on the basisof revenue from third parties, in particular ITER Organisation, in respect of goods, servicesor work supplied at their request.

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F4E(09)-GB1 2-15Fina127/1112009

4. ESTABLISHMENT PLAN 2010

The F4E Establishment Plan is identical to that adopted by the European Commission in thepreliminary draft budget of the European Union for 2010.

Table 7: StaffEstablishment Plan/or 2009 and 2010Posts Authorised 2009 Posts occupied 2009 Posts Authorised 2010 ('j

Categoryand grade Permanent Temporary Permanent Temporary Permanent Temporary

Posts Posts Posts Posts Posts Posts

AD16AD15AD14 1 1 1AD13 1 1 2 1AD12 8 8 15 3 15 8AD11 12 7 7AD10 4 10 4 20AD9 10 38 4 28 10 28AD8 4 1 4AD7 10 1 1 20AD6 2 47 53 2 67AD5 4 3 2 4

Total grade 41 119 31 88 44 149

AD160 119 193

AST11 1 2AST10 1 1 2AST9 1 2 4AST8 1 1AST7 1 1AST6 1 2 1AST5 6 3 2ASH 2 1 2 3AST3 1 25 18 3 18AST2AST1 1

Total grade14 25 9 18 18 23

ASTTotal grade

39 27 41AST

Total 55 144 40 106 62 172

general199 146 234

(*) The decision of the EU budgetary authority Is foreseen end of November/December of 2009

Page 18 of 18