Key Reference Documents


FINANCIAL REGULATION

The Regulations below represent the main pieces of legislation that regulate F4E’s procurement and grants’ activity.

Please note that the documents provided below are consolidated versions and are published for information only.

- F4E Financial Regulation (entry into force 01.01.2020)PDF File
- General Financial Regulation PDF File


STANDARD DOCUMENTS FOR TENDER PREPARATION


The Annexes below are to be used in those procedures that require them as indicated in the Invitation. Please, consider that each call for tender requires different Annexes, not every and all of them are always applicable and/or needed. Consult the Invitation to see which Annexes are needed in each particular case. Annexes not listed below are obtainable as indicated in the related Invitation (for example, Annexes 01, 02, 11, 12 will be provided by other means).

Please, check which Annexes are applicable to the specific procedure in the related “Invitation” (to tender/to participate).


-Annex 03 Declaration on Acceptance of Contractual Conditions
-Annex 04 Declaration on Honour on Exclusion and Selection criteria
-Annex 05 Identification Form
-Annex 06 Legal Entity Form
-Annex 07 Financial Identification Form
-Annex 08 Agreement and Power of Attorney
-Annex 09 Technical Third-Party Undertaking Form
-Annex 10 Financial Third-Party Undertaking Form
-Annex 13 Technical Capacity Safety Criterion (Template)
-Annex 16 Letter of intent for subcontractors
-Annex 17 Declaration of background
-Annex 18 Transportation Services and related Insurance
-Annex 19 Model Transportation Contract
-Annex 20 Compliance Matrix of the Preferred Carrier
-Annex 21 F4E CL Direct Costs Table
-Annex 22 Payable Services Direct Costs


LISTS OF CONTRACTS

Find below the lists of contracts F4E entered into and with a value below Directive 2014/24 EU’s threshold and which are not published in the Official Journal.

- Annual List of Contracts 2018

- Annual List of Contracts 2019

- Annual List of Contracts 2020

- Annual List of Contracts 2021


F4E MODEL CONTRACTS FOR OPERATIONAL PROCUREMENT (SINCE 01/01/2020)

- Model General conditions for Purchase Order
- Model Direct Services Contract
- Model Direct Supply Contract
- Model Framework Contract for Services
- Model Low Value Contract (Supply)
- Daily subsistence allowances with overnight stay
- Daily subsistence allowances without overnight stay
- IP Provisions for model contract (joint ownership)
- IP Provisions for model contract (contractor’s ownership)
- IP Provisions for model contract (F4E’s ownership)

MODEL GENERAL TERMS AND CONDITIONS FOR ADMINISTRATIVE CONTRACTS

- General Conditions Framework Service Contracts
- General Conditions Framework Supply Contracts
- General Conditions Direct Service Contracts
- General Conditions Direct Supply Contracts
- General Conditions for Low value Contracts


MODEL GRANT AGREEMENTS

- Cost Reimbursement Model Grant Agreement for Single Beneficiary
- Cost Reimbursement Model Grant Agreement for Multiple Beneficiaries
- Framework Partnership Agreement for Single Beneficiary
- Framework Partnership Agreement for Multiple Beneficiaries
- Reimbursement Guidelines for Fusion for Energy (F4E) Grants - applying to grant agreements signed after 1 June 2016
- Reimbursement Guidelines for Fusion for Energy (F4E) Grants - applying to grant agreements signed before 1 June 2016 - Model report on use of resources - applying to grant agreements signed before 1 June 2016
- Commission Decision authorising the use of reimbursement of indirect costs on the basis of a maximum flat-rate of 25%


PROCUREMENT GUIDANCE DOCUMENTATION

QA and Nuclear Safety Documentation

- F4E Management and Quality Programme for ITER Project (EUDA QAP) (P-01.18) (F4E_D_22MCBA v3.0)
- QA-115 v4.4 Supplier Quality Requirements and applicable documents (for information purpose only)
- QA-115 v5.5 Supplier Project Management and Quality Requirements and applicable documents
- QA-113 v2.1 Supplier Nuclear Safety Management Requirements
- F4E Policy on Nuclear Safety Management



Guidance on supporting documentation for the Exclusion Criteria

- External Guidance on support documentation for the Exclusion Criteria PDF File

F4E Dimensional Metrology Handbook (DMH)

The purpose of this document is to supply information relating to dimensional metrology to all Fusion For Energy suppliers and project teams.

- Dimensional Metrology Handbook (DMH) PDF File



Personal data protection


Fusion for Energy processes the personal data in accordance with Regulation (EU) 2018/1725 on the protection of natural persons with regard to the processing of personal data by the Union institutions, bodies, offices and agencies and on the free movement of such data. The purpose of the processing, legal basis, rights of the individual experts, recipients and other aspects of the personal data processing in Fusion for Energy are provided in the following Privacy Notices

Among others, you can find there the following Privacy Notices:
- Industry Portal
- Procurement and Grant Procedures
- Contract and Grant Implementation (Excluding Claims)
- Experts (with and without contracts)
- Info Days and Market Survey

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