### (25) achieving union objectives regarding a clean , circular and climate neutral economy by 2050 calls for a deep transformation of the union economy. consistently with the 8th environmental action programme , operators of installations covered by directive 2010/75/eu should therefore be required to include transformation plans in their environmental management systems. such transformation plans will also complement the corporate sustainability reporting requirements under directive 2013/34/eu of the european parliament and of the council75 by providing a means for concrete implementation of these requirements at installation level. the first priority is the transformation of energy-intensive activities listed in annex i. therefore , the operators of energy-intensive installations should produce transformation plans by 30 june 2030. operators of installations carrying out other activities listed in annex i should be required to produce transformation plans as part of the permit reconsideration and update following the publication of decisions on bat conclusions published after 1 january 2030. whilst the transformation plans should remain indicative documents prepared under the responsibility of the operators , the audit organisation contracted by the operators as part of their environmental management systems should check that they contain the minimum information to be set by the european commission in an implementing act , and the operators should make the transformation plans public. ### (25) achieving union objectives regarding a clean , circular and climate neutral economy by 2050 calls for a deep transformation of the union economy. consistently with the 8th environmental action programme , operators of installations covered by directive 2010/75/eu should therefore be required to include transformation plans in their environmental management systems. such transformation plans will also complement the corporate sustainability reporting requirements under directive 2013/34/eu of the european parliament and of the council75 by providing a means for concrete implementation of these requirements at installation level. the first priority is the transformation of energy-intensive activities listed in annex i. therefore , the operators of energy-intensive installations should produce transformation plans at company level by 30 june 2030. operators of installations carrying out other activities listed in annex i should be required to produce transformation plans as part of the permit reconsideration and update following the publication of decisions on bat conclusions published after 1 january 2030. whilst the transformation plans at company level should remain indicative documents prepared under the responsibility of the operators , the audit organisation contracted by the operators as part of their environmental management systems should check that they contain the minimum information to be set by the european commission in an implementing act , and the operators should make the transformation plans public.


### (29) in order to ensure that directive 2010/75/eu continues meeting its objectives to prevent or reduce emissions of pollutants and achieve a high level of protection of human health and the environment , the power to adopt acts in accordance with article 290 tfeu should be delegated to the commission to supplement that directive in order to establish operating rules containing requirements for activities relating to rearing of poultry , pigs and cattle , and to amend annexes i and ia to that directive by adding an agro-industrial activity to ensure that it meets its objectives to prevent or reduce pollutants emissions and achieve a high level of protection of human health and the environment. it is of particular importance that the commission carry out appropriate consultations during its preparatory work , including at expert level , and that those consultations be conducted in accordance with the principles laid down in the interinstitutional agreement on better law-making of 13 april 201677 . in particular , to ensure equal participation in the preparation of delegated acts , the european parliament and the council receive all documents at the same time as member states' experts , and their experts systematically have access to meetings of commission expert groups dealing with the preparation of delegated acts. ### (29) in order to ensure that directive 2010/75/eu continues meeting its objectives to prevent or reduce emissions of pollutants and achieve a high level of protection of human health and the environment , the power to adopt acts in accordance with article 290 tfeu should be delegated to the commission to supplement that directive in order to establish operating rules containing requirements for activities relating to rearing of poultry and pigs. it is of particular importance that the commission carry out appropriate consultations during its preparatory work , including at expert level , and that those consultations be conducted in accordance with the principles laid down in the interinstitutional agreement on better law-making of 13 april 201677 . in particular , to ensure equal participation in the preparation of delegated acts , the european parliament and the council receive all documents at the same time as member states' experts , and their experts systematically have access to meetings of commission expert groups dealing with the preparation of delegated acts.


### it also lays down rules designed to prevent or , where that is not practicable , to reduce emissions into air , water and land and to prevent the generation of waste , in order to achieve a high level of protection of human health and the environment taken as a whole.. ### it also lays down rules designed to prevent or , where that is not practicable , to reduce emissions into air , water and land and to prevent the generation of waste , in order to achieve a high level of protection of human health and the environment taken as a whole. in addition , it lays down rules designed to improve resource efficiency in order to reduce the use of water , energy , and raw materials.


### (3) ‘installation’ means a stationary technical unit within which one or more activities listed in annex i , in annex ia or in part 1 of annex vii are carried out , and any other directly associated activities on the same site which have a technical connection with the activities listed in those annexes and which could have an effect on emissions and pollution;; ### (3) ‘installation’ means a stationary technical unit within which one or more activities listed in annex i , in annex ia or in part 1 of annex vii are carried out , and any other directly associated activities on the same site which have a technical connection with the activities listed in those annexes and which could have an effect on emissions , pollution consumption of natural resources including water , energy and raw materials.;


### (12) ‘bat conclusions’ means a document containing the parts of a bat reference document laying down the conclusions on best available techniques , their description , information to assess their applicability , the emission levels associated with the best available techniques , the environmental performance levels associated with the best available techniques , the minimum content of an environmental management system including benchmarks associated with the best available techniques , associated monitoring , associated consumption levels and , where appropriate , relevant site remediation measures;; ### (12) ‘bat conclusions’ means a document containing the parts of a bat reference document laying down the conclusions on best available techniques , their description , information to assess their applicability , the emission levels associated with the best available techniques , the environmental performance levels associated with the best available techniques , the minimum content of an environmental management system including benchmarks associated with the best available techniques , associated monitoring , associated consumption levels of water , energy , and raw materials and , where appropriate , relevant site remediation measures;;


### (13a) ‘environmental performance levels associated with the best available techniques’ means the range of environmental performance levels , except emission levels , obtained under normal operating conditions using a bat or a combination of bats;. ### (13a) ‘environmental performance levels associated with the best available techniques’ means the range of environmental performance levels , which shall include consumption , efficiency , and reuse level of water , energy , raw materials as well as waste levels , except emission levels , obtained under normal operating conditions using a bat or a combination of bats;.


### (23b) ‘cattle’ means domestic animals of the species bos taurus; ### deleted


### ‘livestock unit’ or ‘lsu’ means the grazing equivalent of one adult dairy cow producing 3 000 kg of milk annually , without additional concentrated foodstuffs , which is used to express the size of farms rearing different categories of animals , using the conversion rates , with reference to actual production within the calendar year , set out in annex ii to commission implementing regulation (eu) no 808/2014**’. ### deleted


### (51) ‘environmental performance levels associated with emerging techniques’ means the range of environmental performance levels , except emission levels , obtained under normal operating conditions using an emerging technique or a combination of emerging techniques; ### (51) ‘environmental performance levels associated with emerging techniques’ means the range of environmental performance levels , which shall include consumption , efficiency , and reuse level of water , energy , raw materials as well as waste levels , except emission levels , obtained under normal operating conditions using an emerging technique or a combination of emerging techniques;


### (53) ‘‘benchmarks’ means the indicative range of environmental performance levels associated with best available techniques , other than emission levels , and may include: ### (53) ‘‘benchmarks’ means the indicative range of environmental performance levels associated with best available techniques , other than emission levels , and will include , at least , but without being limited to:


### consumption levels; ### consumption levels of water , energy and raw materials;


### resource efficiency levels and reuse levels covering materials , water and energy resources; ### resource efficiency levels of water , energy and raw materials;


### ‘by way of derogation from the first subparagraph , member states may set a procedure for the registration of installations covered only by chapter v or chapter via.’. ### ‘by way of derogation from the first subparagraph , member states may set a procedure for the registration of installations for the production of hydrogen from water-electrolysis and installations covered only by chapter v or chapter via.’.


### member states shall ensure that permits granted pursuant to this article are made available on the internet , free of charge and without restricting access to registered users. in addition , a summary of each permit shall be made available to the public under the same condtions. that summary shall include at least the following: ### member states shall ensure that permits granted pursuant to this article are made available on the internet , free of charge and without restricting access to registered users but only to the extent that trade and business secrets are protected. in addition , a summary of each permit shall be made available to the public under the same conditions. that summary shall include at least the following:


### member states shall ensure that permits granted pursuant to this article are made available on the internet , free of charge and without restricting access to registered users. in addition , a summary of each permit shall be made available to the public under the same condtions. that summary shall include at least the following: ### member states shall ensure that permits granted pursuant to this article are made available on the internet , free of charge and without restricting access to registered users , no later than a month after its signature by competent authorities. in addition , a summary of each permit shall be made available to the public under the same conditions. that summary shall include at least the following:


### (7) in article 9 , paragraph (2) is deleted. ### deleted


### (fa) material resources and water are used efficiently , including through re-use; ### deleted


### (fb) the overall life-cycle environmental performance of the supply chain is taken into account as appropriate; ### deleted


### (iii) the following point (aa) is inserted: ### deleted


### (ba) appropriate requirements for an environmental management system as laid down in article 14a;; ### deleted


### (vi) the following point (bb) is inserted: ### deleted


### a chemicals inventory of the hazardous substances present in the installation as such , as constituents of other substances or as part of mixtures , a risk assessment of the impact of such substances on human health and the environment and an analysis of the possibilities to substitute them with safer alternatives; ### deleted


### a transformation plan as referred to in article 27d. ### a transformation plan at company level as referred to in article 27d.


### the competent authority shall set the strictest possible emission limit values that are consistent with the lowest emissions achievable by applying bat in the installation , and that ensure that , under normal operating conditions , emissions do not exceed the emission levels associated with the best available techniques (bat-aels) as laid down in the decisions on bat conclusions referred to in article 13(5). the emission limit values shall be based on an assessment by the operator analysing the feasibility of meeting the strictest end of the bat-ael range and demonstrating the best performance the installation can achieve by applying bat as described in bat conclusions. the emission limit values shall be set through either of the following: ### the competent authority shall set the strictest possible emission limit values that are consistent with the lowest emissions achievable by applying most effective bat(s) in the installation , and that ensure that , under normal operating conditions , emissions do not exceed the emission levels associated with the best available techniques (bat-aels) as laid down in the decisions on bat conclusions referred to in article 13(5). the emission limit values shall be based on an assessment by the operator analysing the technical non-feasibility of meeting the strictest end of the bat-ael range and demonstrating the best performance the installation can achieve by applying most effective bat(s) as described in bat conclusions. the emission limit values shall be set through either of the following:


### the competent authority shall set the strictest possible emission limit values that are consistent with the lowest emissions achievable by applying bat in the installation , and that ensure that , under normal operating conditions , emissions do not exceed the emission levels associated with the best available techniques (bat-aels) as laid down in the decisions on bat conclusions referred to in article 13(5). the emission limit values shall be based on an assessment by the operator analysing the feasibility of meeting the strictest end of the bat-ael range and demonstrating the best performance the installation can achieve by applying bat as described in bat conclusions. the emission limit values shall be set through either of the following: ### the competent authority shall set emission limit values that are achievable by applying bat in the installation , and that ensure that , under normal operating conditions , emissions do not exceed the emission levels associated with the best available techniques (bat-aels) as laid down in the decisions on bat conclusions referred to in article 13(5). the emission limit values shall be based on an assessment by the operator of the whole bat-ael range analysing the feasibility of meeting the lowest possible emission limit values that the installation can achieve under normal operating conditions by applying bat as described in bat conclusions. the emission limit values shall be set through either of the following:


### setting emission limit values expressed for the same or shorter periods of time and under the same reference conditions as the emission levels associated with the best available techniques; or ### setting emission limit values expressed for the same or shorter periods of time and under the same reference conditions as the emission levels associated with the most effective best available techniques; or


### 3a. the competent authority shall set environmental performance limit values that ensure that , under normal operating conditions , such performance limits values do not exceed the environmental performance levels associated with bats as laid down in the decisions on bat conclusions referred to in article 13(5). ### deleted


### 3a. the competent authority shall set environmental performance limit values that ensure that , under normal operating conditions , such performance limits values do not exceed the environmental performance levels associated with bats as laid down in the decisions on bat conclusions referred to in article 13(5). ### 3a. the competent authority shall set the strictest possible environmental performance values that are consistent with the best performances achievable by applying most effective bat(s) in the installation , and that ensure that , under normal operating conditions , such performance limits values do not exceed the strictest environmental performance levels associated with bats as laid down in the decisions on bat conclusions referred to in article 13(5).


### member states shall require that by 30 june 2030 the operator includes in its environmental management system referred to in article 14a a transformation plan for each installation carrying out any activity listed in points 1 , 2 , 3 , 4 , 6.1 a , and 6.1 b of annex i. the transformation plan shall contain information on how the installation will transform itself during the 2030-2050 period in order to contribute to the emergence of a sustainable , clean , circular and climate-neutral economy by 2050 , using the format referred to in paragraph 4. ### member states shall require that by 30 june 2030 the operator includes in its environmental management system referred to in article 14a a transformation plan for each installation carrying out any activity listed in points 1 , 2 , 3 , 4 , 6.1 a , and 6.1 b of annex i. the transformation plan shall contain information on how the installation will transform itself during the 2030-2050 period in order to contribute to the emergence of a sustainable , clean , circular and climate-neutral economy by 2050 , using the format referred to in paragraph 4. the transformation plan shall include specific information on how the installation plans to become more energy , water , and resource efficient by laying down the measures that will be implemented to reduce the overall consumption and improve the efficiency of its operations.


### member states shall require that by 30 june 2030 the operator includes in its environmental management system referred to in article 14a a transformation plan for each installation carrying out any activity listed in points 1 , 2 , 3 , 4 , 6.1 a , and 6.1 b of annex i. the transformation plan shall contain information on how the installation will transform itself during the 2030-2050 period in order to contribute to the emergence of a sustainable , clean , circular and climate-neutral economy by 2050 , using the format referred to in paragraph 4. ### member states shall require that by 30 june 2030 the operator includes in its environmental management system referred to in article 14a a transformation plan for the companies´ activity listed in points 1 , 2 , 3 , 4 , 6.1 a , and 6.1 b of annex i. the transformation plan shall contain information on how the company will transform itself during the 2030-2050 period in order to contribute to the emergence of a sustainable , clean , circular and climate-neutral economy by 2050 , using the format referred to in paragraph 4.


### member states shall require that , as part of the review of the permit conditions pursuant to article 21(3) following the publication of decisions on bat conclusions after 1 january 2030 , the operator includes in its environmental management system referred to in article 14a a transformation plan for each installation carrying out any activity listed in annex i that is not referred to in paragraph 1. the transformation plan shall contain information on how the installation will transform itself during the 2030-2050 period in order to contribute to the emergence of a sustainable , clean , circular and climate-neutral economy by 2050 , using the format referred to in paragraph 4. ### member states shall require that , as part of the review of the permit conditions pursuant to article 21(3) following the publication of decisions on bat conclusions after 1 january 2030 , the operator includes in its environmental management system referred to in article 14a a transformation plan for each installation carrying out any activity listed in annex i that is not referred to in paragraph 1. the transformation plan shall contain information on how the installation will transform itself during the 2030-2050 period in order to contribute to the emergence of a sustainable , clean , circular and climate-neutral economy by 2050 , using the format referred to in paragraph 4. the transformation plan shall include specific information on how the installation plans to become more energy , water , and resource efficient by laying down the measures that will be implemented to reduce the overall consumption and improve the efficiency of its operations.


### member states shall require that , as part of the review of the permit conditions pursuant to article 21(3) following the publication of decisions on bat conclusions after 1 january 2030 , the operator includes in its environmental management system referred to in article 14a a transformation plan for each installation carrying out any activity listed in annex i that is not referred to in paragraph 1. the transformation plan shall contain information on how the installation will transform itself during the 2030-2050 period in order to contribute to the emergence of a sustainable , clean , circular and climate-neutral economy by 2050 , using the format referred to in paragraph 4. ### member states shall require that , as part of the review of the permit conditions pursuant to article 21(3) following the publication of decisions on bat conclusions after 1 january 2030 , the operator includes in its environmental management system referred to in article 14a a transformation plan at company level of any activity listed in annex i that is not referred to in paragraph 1. the transformation plan shall contain information on how the company will transform itself during the 2030-2050 period in order to contribute to the emergence of a sustainable , clean , circular and climate-neutral economy by 2050 , using the format referred to in paragraph 4.


### 3. the operator shall make its transformation plan as well as the results of the assessment referred to in paragraphs 1 and 2 public , as part of the publication of its environmental management system. ### 3. the operator shall make its transformation plan as well as the results of the assessment referred to in paragraphs 1 and 2 public taking into account the confidentiality of trade and business secrets , as part of the publication of its environmental management system.


### 4. the commission shall by 30 june 2028 , adopt an implementing act establishing the format for the transformation plans. this implementing act shall be adopted in accordance with the examination procedure referred to in article 75(2).. ### 4. the commission shall by 30 june 2028 , adopt an implementing act establishing the format for the reporting of the elements included in the transformation plans. this implementing act shall be adopted in accordance with the examination procedure referred to in article 75(2)..


### special provisions for rearing poultry , pigs and cattle ### special provisions for rearing poultry and pigs


### if two or more installations are located close to each other and if their operator is the same or if the installations are under the control of operators who are engaged in an economic or legal relationship , the installations concerned shall be considered as a single unit for the purpose of calculating the capacity threshold referred to in article 70a. ### deleted


### 2. in order to allow the provisions of this directive to meet its objectives to prevent or reduce pollutants emissions and achieve a high level of protection of human health and the environment , the commission shall be empowered to adopt a delegated act , in accordance with article 76 , to amend annex i or annex ia by including in those annexes an agro-industrial activity that meets the following criteria: ### deleted


### 3. the commission shall carry out appropriate consultation with stakeholders before adopting a delegated act in accordance with this article. ### deleted


### 4. where there is a claim for compensation in accordance with paragraph 1 , supported by evidence from which a causality link may be presumed between the damage and the violation , member states shall ensure that the onus is on the person responsible for the violation to prove that the violation did not cause or contribute to the damage. ### deleted


### (34) annex ia as set out in annex ii to this directive is inserted. ### deleted


### 2.7. manufacture of lithium-ion batteries (including assembling battery cells and battery packs) , with a production capacity of 3 ,5 gwh or more per year.; ### deleted


### 3.6. extraction and treatment (operations such as comminution , size control , beneficiation and upgrading) of the following non-energy minerals: ### deleted


### (27) in light of the high number of rearing installations that should be included within the scope of directive 2010/75/eu , and the relative simplicity of the processes and emissions patterns of such installations , it is appropriate to set out specific administrative procedures for issuing permits and for the operation of the relevant activities which are adapted to the sector , without prejudice to requirements related to public information and participation , montoring and compliance. ### (27) in light of the high number of rearing installations that might be included within the scope of directive 2010/75/eu , of the relative simplicity of the processes and emissions patterns of such installations , of the specificities of production processes that include living animals and of the limited human resources that farms are able to dedicate to such a procedure , it is appropriate to set out specific administrative procedures for issuing permits and for the operation of the relevant activities which are adapted to the sector , without prejudice to requirements related to public information and participation , montoring and compliance.


### (6) the communication from the commission of 19 february 2020 entitled ‘shaping europe’s digital future’ presents europe’s digital strategy and focuses on few key objectives to ensure that digital solutions help europe to pursue its own way towards a digital transformation that works for the benefit of people. among the key actions it proposes is to invest in building and deploying cutting-edge joint digital capacities , including in supercomputing and quantum technologies , and to expand europe’s supercomputing capacity to develop innovative solutions for medicine , transport and the environment. ### (6) the communication from the commission of 19 february 2020 entitled ‘shaping europe’s digital future’ presents europe’s digital strategy and focuses on few key objectives to ensure that digital solutions help europe to pursue its own way towards a digital transformation that works for the benefit of people. among the key actions it proposes is to invest in building and deploying cutting-edge joint digital capacities , including in supercomputing and quantum technologies , and to expand europe’s supercomputing capacity to develop innovative solutions across all economic sectors , such as industrial activities , manufacturing , cybersecurity , health and medicine , transport and sustainable mobility , and environment and climate change.


### (11) global events such as the covid-19 pandemic have shown the importance of investing in high performance computing and health-related modelling platforms and tools , as they are playing a key role in the fight against the pandemic , often in combination with other digital technologies such as big data and artificial intelligence. high performance computing is being used to accelerate the identification and production of treatments , to predict the virus’ spread , to help plan the distribution of medical supplies and resources , and to simulate post-epidemic exit measures in order to evaluate different scenarios. high performance computing modelling platforms and tools are critical tools for the current and future pandemics , and they will play a key role in health and personalised medicine. ### (11) global events such as the covid-19 pandemic have shown the importance of investing in high performance computing and health-related modelling platforms and tools , as they are playing a key role in the fight against the pandemic , often in combination with other digital technologies such as big data , artificial intelligence and computer modelling and simulation. high performance computing is being used to accelerate the identification and production of treatments , to predict the virus’ spread , to help plan the distribution of medical supplies and resources , and to simulate post-epidemic exit measures in order to evaluate different scenarios. high performance computing modelling platforms and tools are critical tools for the current and future pandemics , and they will play a key role in health and personalised medicine.


### (14) in order to equip the union with the computing performance needed to maintain its research and industrial capacities at a leading edge , the member states investment in high performance computing and quantum computing should be coordinated and the industrial and market take-up of high performance computing and quantum computing technologies be reinforced both in the public and private sectors. the union should increase its effectiveness in turning the technology developments into demand-oriented and application-driven european high performance computing and quantum computing systems of the highest quality , establishing an effective link between technology supply , co-design with users , and a joint procurement of world-class systems , and creating a world-class ecosystem in high performance computing and quantum computing technologies and applications. at the same time , the union should provide an opportunity for its supply industry to leverage on such investments , leading to their uptake in large-scale and emerging application fields such as personalised medicine , climate change , connected and automated driving or other lead markets that are underpinned by artificial intelligence , blockchain technologies , edge computing or more broadly by the digitalisation of the european industry. ### (14) in order to equip the union with the computing performance needed to maintain its research and industrial capacities at a leading edge , the member states investment in high performance computing and quantum computing should be coordinated and the industrial and market take-up of high performance computing and quantum computing technologies be reinforced both in the public and private sectors. the union should increase its effectiveness in turning the technology developments into demand-oriented and application-driven european high performance computing and quantum computing systems of the highest quality , establishing an effective link between technology supply , co-design with users , and a joint procurement of world-class systems , and creating a world-class ecosystem in high performance computing and quantum computing technologies and applications. at the same time , the union should provide an opportunity for its supply industry to leverage on such investments , leading to their uptake in large-scale and emerging application fields such as personalised medicine , climate change , connected and automated driving or other lead markets that are underpinned by artificial intelligence , blockchain technologies , computer modelling and simulation , edge computing or more broadly by the digitalisation of the european industry.


### (15) in order for the union and its member states to reach technological autonomy in key digital technologies such as high performance computing and quantum computing , they should invest in next generation low-power supercomputing technologies , innovative software and advanced supercomputing systems for exascale and post-exascale computing and quantum computing , and for innovative supercomputing and data applications for medicine , the environment , manufacturing and engineering. this should allow the european supply industry to thrive in a wide range of key technology and application areas that reach beyond high performance computing and quantum computing and , in the long run , feed broader ict markets with such technologies. it would also support the high performance computing and quantum computing science and user industry to undergo a digital transformation and boost its innovation potential. ### (15) in order for the union and its member states to reach digital sovereignty in a self-determined and open manner in key digital technologies such as high performance computing and quantum computing , they should invest , regardless of origin , in next generation low-power , supercomputing technologies , innovative software and advanced supercomputing systems for exascale and post-exascale computing and quantum computing , and for innovative supercomputing and data applications for medicine , the environment , manufacturing and engineering. high performance computing should be actively supported in all fields of research , including social sciences and humanities. investments are also needed in developing relevant competences. this should allow the european supply industry to thrive in a wide range of key technology and application areas that reach beyond high performance computing and quantum computing and , in the long run , feed broader ict markets with such technologies. it would also support the high performance computing and quantum computing science and user industry to undergo a digital transformation and boost its innovation potential.


### (16) pursuing a common strategic eu vision in high performance computing and quantum computing is essential for realising the union’s and its member states’ ambition to ensure a leading role and strategic autonomy in the digital economy. the objective would be to establish in europe a world leading hyper-connected , federated and secure high performance computing and quantum computing service and data infrastructure ecosystem , and be in a position to produce innovative and competitive high performance computing and quantum computing systems based on a supply chain that will ensure components , technologies and knowledge limiting the risk of disruptions. ### (16) pursuing a common strategic eu vision in high performance computing and quantum computing is essential for realising the union’s and its member states’ ambition to ensure a leading role and digital sovereignty in a self-determined and open manner in the digital economy. the objective would be to establish in europe a world leading hyper-connected , federated and secure high performance computing and quantum computing service and data infrastructure ecosystem , and be in a position to produce innovative and competitive high performance computing and quantum computing systems based on a supply chain that will ensure components , technologies and knowledge limiting the risk of disruptions.


### (17) a joint undertaking represents the best instrument capable to implement the strategic eu vision in high performance computing and quantum computing , ensuring that the union enjoys world-class supercomputing , quantum computing and data capabilities according to its economic potential , matching the needs of european users , and with the required strategic autonomy in critical high performance computing and quantum computing technologies. the joint undertaking is the best instrument to overcome the present limitations , as described in the staff working document accompanying this regulation , while offering the highest economic , societal , and environmental impact and best safeguarding the union’s interests in high performance computing and quantum computing. it can pool resources from the union , the member states and countries associated to horizon europe and the digital europe programme or the connecting europe facility and the private sector. it can implement a procurement framework and operate world-class high performance computing and quantum computing systems. it can launch research and innovation programmes for developing european technologies and their subsequent integration in world-class supercomputing systems. ### (17) a joint undertaking represents the best instrument capable to implement the strategic eu vision in high performance computing and quantum computing , ensuring that the union enjoys world-class supercomputing , quantum computing and data capabilities according to its economic potential , matching the needs of european users , and with the required digital sovereignty in a self-determined and open manner in critical high performance computing and quantum computing technologies , while preserving an open economy. the joint undertaking is the best instrument to overcome the present limitations , as described in the staff working document accompanying this regulation , while offering the highest economic , societal , and environmental impact and best safeguarding the union’s interests in high performance computing and quantum computing. it can pool resources from the union , the member states and countries associated to horizon europe and the digital europe programme or the connecting europe facility and the private sector. it can implement a procurement framework and operate world-class high performance computing and quantum computing systems. it can launch research and innovation programmes for developing european technologies and their subsequent integration in world-class supercomputing systems.


### (18) the eurohpc joint undertaking is part of the institutionalised partnerships portfolio under horizon europe which should strive to strengthen eu scientific capacities to deal with emerging threats and future challenges in a reinforced european research area; secure sustainability-driven eu value chains and eu strategic autonomy in key technologies and industries; and enhance the uptake of innovative solutions addressing climate , environmental , health and other global societal challenges in line with union strategic priorities , including to reach climate neutrality in the union in 2050. ### (18) the eurohpc joint undertaking is part of the institutionalised partnerships portfolio under horizon europe which should strive to strengthen eu scientific capacities to deal with emerging threats and future challenges in a reinforced european research area; secure sustainability-driven eu value chains and eu digital sovereignty in a self-determined and open manner in key technologies and industries; and enhance the uptake of innovative solutions addressing climate , environmental , health and other global societal challenges in line with union strategic priorities , including to reach climate neutrality in the union in 2050.


### (26) the joint undertaking should contribute to reducing the specific skills gap across the union by engaging in awareness raising measures and assisting in the building of new knowledge and human capital. ### (26) the joint undertaking should contribute to reducing the specific skills gap across the union by engaging in awareness raising measures and assisting in the building of new knowledge and human capital , including by building competences in procurements made in the framework of this regulation. this should all be part of a coordinated effort on outreach to inform potential users on the possibilities that hpc and quantum computing can offer.


### (30) in order to achieve its objectives to design , develop and use the most innovative technologies in high performance computing and quantum computing , the joint undertaking should provide financial support in particular in the form of grants and procurement following open and competitive calls for proposals and calls for tenders based on annual work programmes. such financial support should be targeted in particular at proven market failures that prevent the development of the programme concerned , should not crowd-out private investments and should have an incentive effect in that it changes the behaviour of the recipient. ### (30) in order to achieve its objectives to design , develop and use the most innovative technologies in high performance computing and quantum computing , the joint undertaking should provide financial support in particular in the form of grants and procurement following open , transparent and competitive calls for proposals and calls for tenders based on annual work programmes. such financial support should be targeted in particular at proven market failures that prevent the development of the programme concerned , should not crowd-out private investments and should have an incentive effect in that it changes the behaviour of the recipient.


### (33) the joint undertaking should hyper-connect all the supercomputers and data infrastructures it will own or co-own with state-of-the-art networking technologies , making them widely accessible across the union , and should interconnect and federate its supercomputing and quantum computing data infrastructure , as well as national , regional and other computing infrastructures with a common platform. the joint undertaking should also ensure the interconnection of the federated , secure supercomputing , and quantum computing service and data infrastructures with the common european data spaces and federated , secure cloud infrastructures announced in the communication from the commission of 19 february 2020 on ‘a european strategy for data’ , for seamless service provisioning to a wide range of public and private users across europe. ### (33) the joint undertaking should hyper-connect all the supercomputers and data infrastructures it will own or co-own with state-of-the-art networking technologies , making them widely accessible across the union , especially smes , start-ups in r&d phase and researchers , and should interconnect and federate its supercomputing and quantum computing data infrastructure , as well as national , regional and other computing infrastructures with a common platform. the joint undertaking should also ensure the interconnection of the federated , secure supercomputing , and quantum computing service and data infrastructures with the common european data spaces , european open science cloud , gaia-x , and federated , secure cloud infrastructures announced in the communication from the commission of 19 february 2020 on ‘a european strategy for data’ , for seamless service provisioning to a wide range of public and private users across europe.


### (34) horizon europe and the digital europe programme should respectively contribute to the closing of the research and innovation divide within the union and to deploying wide-range supercomputing capabilities by promoting synergies with the european structural and investments funds (esif). therefore , the joint undertaking should seek to develop close interactions with the esif , which can specifically help to strengthen local , regional and national research and innovation capabilities. ### (34) horizon europe and the digital europe programme should respectively contribute to the closing of the research and innovation divide within the union and to deploying wide-range supercomputing capabilities by promoting synergies with the european structural and investments funds (esif) and the recovery and resilience facility (rrf). therefore , the joint undertaking should seek to develop close interactions with the esif and the rrf , which can specifically help to strengthen local , regional and national research and innovation capabilities.


### (35) the joint undertaking should provide a favourable framework for participating states that are member states to use their esif for the acquisition of high performance computing and quantum computing and data infrastructures and their interconnection. the use of esif in the joint undertaking activities is essential for developing in the union an integrated , federated , secure and hyper-connected world-class high performance computing , quantum computing service and data infrastructure , since the benefits for such infrastructure extend well beyond the users of the member states. if member states decide to use esif for contributing to the acquisition costs of the supercomputers and quantum computers of the joint undertaking , the joint undertaking should take into consideration the union's share of esif of this member state , while accounting only the national esif share as national contribution to the budget of the joint undertaking. ### (35) the joint undertaking should provide a favourable framework for participating states that are member states to use their financial contributions to esif and rrf for the acquisition of high performance computing and quantum computing and data infrastructures and their interconnection. the use of esif and rrf in the joint undertaking activities is essential for developing in the union an integrated , excellence-based , federated , secure and hyper-connected world-class high performance computing , quantum computing service and data infrastructure , since the benefits for such infrastructure extend well beyond the users of the member states. if member states decide to use esif and the rrf for contributing to the acquisition costs of the supercomputers and quantum computers of the joint undertaking , those contributions should be considered national contributions the budget of the joint undertaking provided that article 106 and other applicable provisions of the common provisions regulation and the fund-specific regulations are complied with..


### (40) the joint undertaking should be able to acquire together with the private members or a consortium of private partners industrial-grade supercomputers. the operation of each such supercomputer should be entrusted to an existing hosting entity. the hosting entity should be able to associate itself with the private members or the consortium of private partners for the acquisition and operation of such supercomputer. the joint undertaking should own the part that corresponds to the union's share of financial contribution to the acquisition costs from digital europe programme funds. the hosting entity and its associated private members or consortium of private partners should be selected by the governing board following a call for expression of interest evaluated by independent experts. the share of the union's access time to such supercomputer should be directly proportional to the financial contribution of the union from digital europe programme funds to the acquisition costs of that industrial-grade supercomputer. the joint undertaking should be able to reach an agreement with the private members or the consortium of private partners to sell such supercomputer to another entity or decommission it. alternatively , the joint undertaking should be able to transfer the ownership of such supercomputer to the private members or the consortium of private partners. in this case or when the joint undertaking is being would-up , the private members or the consortium of private partners should reimburse the joint undertaking the residual value of the union’s share of the supercomputer. in the case the joint undertaking and the private members or the consortium of private partners decide to proceed to the decommissioning of the supercomputer after the full depreciation of its operation , such costs should be covered by the private members or the consortium of private partners. ### (40) the joint undertaking should be able to acquire together with the private members or a consortium of private partners industrial-grade supercomputers , that are at least mid-range. the operation of each such supercomputer should be entrusted to an existing hosting entity. the hosting entity should be able to associate itself with the private members or the consortium of private partners for the acquisition and operation of such supercomputer. the joint undertaking should own the part that corresponds to the union's share of financial contribution to the acquisition costs from digital europe programme funds. the hosting entity and its associated private members or consortium of private partners should be selected by the governing board following a call for expression of interest evaluated by independent experts. the share of the union's access time to such supercomputer should be directly proportional to the financial contribution of the union from digital europe programme funds to the acquisition costs of that industrial-grade supercomputer. the joint undertaking should be able to reach an agreement with the private members or the consortium of private partners to sell such supercomputer to another entity or decommission it. alternatively , the joint undertaking should be able to transfer the ownership of such supercomputer to the private members or the consortium of private partners. in this case or when the joint undertaking is being would-up , the private members or the consortium of private partners should reimburse the joint undertaking the residual value of the union’s share of the supercomputer. in the case the joint undertaking and the private members or the consortium of private partners decide to proceed to the decommissioning of the supercomputer after the full depreciation of its operation , such costs should be covered by the private members or the consortium of private partners.


### (44) user allocation of access time to the supercomputers of the joint undertaking should be free of charge for public users. it should also be free of charge for private users for their applications related to research and innovation activities funded by horizon europe or the digital europe programme , as well as for private innovation activities of smes , where appropriate. such allocation of access time should primarily be based on open calls for expression of interest launched by the joint undertaking and evaluated by independent experts. with the exception of sme users undertaking private innovation activities , all users benefiting from free-of-charge access time to the supercomputers of the joint undertaking should adopt an open science approach and disseminate knowledge gained through this access , in accordance with the horizon europe regulation. user allocation of access time for economic activities other than private innovation activities of smes (which face particular market failures) , should be granted on a pay-per-use basis , based on market prices. allocation of access time for such economic activities should be allowed but limited and the level of the fee to be paid should be established by the governing board. the access rights should be allocated in a transparent manner. the governing board should define specific rules to grant access time free of charge , where appropriate , and without a call for expression of interest to initiatives that are considered strategic either by the union or by the governing board. representative examples of strategic initiatives of the union include: destination earth , the human brain project flagship , the “1+ million genomes” initiative , the common european data spaces operating in domains of public interest , and in particular the health data space , the high performance computing centres of excellence and competence centres , the digital innovation hubs , etc. upon union’s request , the joint undertaking should grant direct access time on a temporary or permanent basis to strategic initiatives and existing or future application platforms that it considers essential for providing health-related or other crucial emergency support services for the public good , to emergency and crisis management situations or to cases that the union considers essential for its security and defence. the joint undertaking should be allowed to carry out some limited economic activities for commercial purposes. access should be granted to users residing , established or located in an eu member state or a country associated to the digital europe programme and to horizon europe. the access rights should be equitable to any user and allocated in a transparent manner. the governing board should define and monitor the access rights to the union's share of access time for each supercomputer. ### (44) user allocation of access time to the supercomputers of the joint undertaking should be free of charge for public users. it should also be free of charge for private users for their applications related to research and innovation activities , as well as for private innovation activities of smes , where appropriate. such allocation of access time should primarily be based on open calls for expression of interest launched by the joint undertaking and evaluated by independent experts. with the exception of sme users undertaking private innovation activities , all users benefiting from free-of-charge access time to the supercomputers of the joint undertaking should adopt an open science approach and disseminate knowledge gained through this access , in accordance with the horizon europe regulation. user allocation of access time for economic activities other than private innovation activities of smes (which face particular market failures) , should be granted on a pay-per-use basis , based on market prices. allocation of access time for such economic activities should be allowed but limited and the level of the fee to be paid should be established by the governing board. the access rights should be allocated in a transparent manner. the governing board should define specific rules to grant access time free of charge , where appropriate , and without a call for expression of interest to initiatives that are considered strategic either by the union or by the governing board. representative examples of strategic initiatives of the union include: destination earth , the human brain project flagship , the “1+ million genomes” initiative , the common european data spaces operating in domains of public interest , and in particular the health data space , the high performance computing centres of excellence and competence centres , the digital innovation hubs , etc. upon union’s request , the joint undertaking should grant direct access time on a temporary or permanent basis to strategic initiatives and existing or future application platforms that it considers essential for providing health-related or other crucial emergency support services for the public good , to emergency and crisis management situations or to cases that the union considers essential for its security and defence. the joint undertaking should be allowed to carry out some limited economic activities for commercial purposes. access should be granted to users residing , established or located in an eu member state or a country associated to the digital europe programme and to horizon europe. the access rights should be equitable to any user and allocated in a transparent manner. the governing board should define and monitor the access rights to the union's share of access time for each supercomputer.


### (50) to foster an innovative and competitive european high performance computing and quantum computing ecosystem of recognised excellence , the joint undertaking should make appropriate use of the procurement and grant instruments , including joint procurement , pre-commercial procurement and public procurement of innovative solutions. ### (50) to foster an innovative , competitive , and resilient european high performance computing and quantum computing ecosystem of recognised excellence , the joint undertaking should make appropriate use of the procurement and grant instruments , including joint procurement , pre-commercial procurement and public procurement of innovative solutions. the joint undertaking will take into consideration the possibility of upgrading existing facilities to guarantee state-of-the-art technologies and a world-class ecosystem in high performance computing and quantum computing technologies and applications


### (16) ‘industrial-grade supercomputer’ means a supercomputer specifically designed with security , confidentiality and data integrity requirements for industrial users that are more demanding than for a scientific usage; ### (16) ‘industrial-grade supercomputer’ means an at least mid-range supercomputer specifically designed with security , confidentiality and data integrity requirements for industrial users that are more demanding than for a scientific usage;


### (20) ‘national high performance computing competence centre’ means a legal entity established in a participating state that is a member state , associated with the national supercomputing centre of that member state , providing users from industry , including smes , academia , and public administrations with access on demand to the supercomputers and to the latest high performance computing technologies , tools , applications and services , and offering expertise , skills , training , networking and outreach; ### (20) ‘national high performance computing competence centre’ means a legal entity established in a participating state that is a member state , associated with the national supercomputing centre of that member state , providing users from industry , especially smes and start-ups , academia , and public administrations with access on demand to the supercomputers and to the latest high performance computing technologies , tools , applications and services , and offering expertise , skills , training , networking and outreach;


### (1) the mission of the joint undertaking shall be to develop , deploy , extend and maintain in the union a world leading federated , secure and hyper-connected supercomputing , quantum computing , service and data infrastructure ecosystem; support the production of innovative and competitive supercomputing systems based on a supply chain that will ensure components , technologies and knowledge limiting the risk of disruptions and the development of a wide range of applications optimised for these systems; and , widen the use of this supercomputing infrastructure to a large number of public and private users , and support the development of key skills for european science and industry. ### (1) the mission of the joint undertaking shall be to develop , deploy , extend and maintain in the union a world leading federated , secure and hyper-connected supercomputing , quantum computing , service and data infrastructure ecosystem; support the production of innovative and competitive supercomputing systems ideally within the european union , based on a supply chain that will ensure components , technologies and knowledge limiting the risk of disruptions and the development of a wide range of applications optimised for these systems; and , widen the use of this supercomputing infrastructure to a large number of public and private users , including smes and start-ups in r&d phase , and support the development of key skills for european science and industry.


### to further develop and support a highly competitive and innovative supercomputing and data ecosystem in europe contributing to the standing and technological autonomy of the union in the digital economy , capable to autonomously produce computing technologies and architectures and their integration on leading computing systems , and advanced applications optimised for these systems; ### to further develop and support a highly competitive , innovative and secure supercomputing and data ecosystem in europe contributing to the standing and digital sovereignty in a self-determined and open manner of the union in the digital economy , capable to autonomously produce world-class computing technologies and architectures and their integration on leading computing systems , and advanced applications optimised for these systems;


### to widen the use of supercomputing services and the development of key skills that european science and industry need. ### to promote , facilitate and widen the use of supercomputing services in all sectors and to contribute to the development of key skills that european science and industry need.


### (3) the joint undertaking shall contribute to safeguarding the interests of the union when procuring supercomputers and supporting the development of high performance computing technologies , systems and applications. it shall enable a co-design approach for the acquisition of world-class supercomputers , while safeguarding the security of the supply chain of procured technologies and systems. it shall contribute to the union’s technological autonomy by supporting the development of technologies and applications reinforcing the european hpc technology supply chain and promoting their integration in supercomputing systems that address a large number of societal and industrial needs. ### (3) the joint undertaking shall contribute to safeguarding the interests and digital sovereignty in a self-determined and open manner of the union when procuring supercomputers and supporting the development of high performance computing technologies , systems and applications. it shall enable a co-design approach for the acquisition of world-class supercomputers , while safeguarding the security of the supply chain of critical raw materials , procured technologies and systems. it shall contribute to the union’s technological autonomy by supporting the development of technologies and applications reinforcing the european hpc technology supply chain and promoting their integration in supercomputing systems that address a large number of societal and industrial needs.


### infrastructure pillar , encompassing the activities for the acquisition , deployment , and operation of the secure , hyper-connected world-class supercomputing , quantum computing and data infrastructure , including the promotion of the uptake and systematic use of research and innovation results generated in the union. ### infrastructure pillar , encompassing the activities for the acquisition , deployment , and operation of the secure , hyper-connected world-class supercomputing , quantum computing and european data infrastructure , including upgrading the existing infrastructure and the promotion of the uptake and systematic use of research and innovation results generated within the union.


### technology pillar , addressing the activities for supporting an ambitious research and innovation agenda for developing a world-class , competitive and innovative supercomputing ecosystem addressing hardware and software technologies , and their integration into computing systems , covering the whole scientific and industrial value chain , for ensuring technological autonomy of the union. focus shall be on energy-efficient high performance computing technologies. activities shall address inter alia: ### technology pillar , addressing the activities for supporting an ambitious research and innovation agenda for developing a world-class , competitive and innovative supercomputing ecosystem addressing hardware and software technologies , and their integration into computing systems , covering the whole scientific and industrial value chain , for ensuring the digital sovereignty in a self-determined and open manner of the union. focus shall be on energy-efficient high performance computing technologies. activities shall address inter alia:


### widening usage and skills pillar , aiming at fostering excellence in supercomputing , quantum computing , and data use and skills taking into account synergies with other programs and instruments , in particular digital europe program , widening the scientific and industrial use of supercomputing resources and data applications and fostering the industrial access and use of supercomputing and data infrastructures for innovation adapted to industrial needs; and providing europe with a knowledgeable leading scientific community and a skilled workforce for scientific leadership and digital transformation of industry , including the support and networking of national high performance computing competence centres and high performance computing centres of excellence ### widening usage and skills pillar , aiming at fostering excellence in supercomputing , quantum computing , and data use and skills , including skills for procurements made in the framework of this regulation , taking into account synergies with other programs and instruments , in particular digital europe program , widening the scientific and industrial use of supercomputing resources and data applications and fostering the industrial access and use of supercomputing and data infrastructures for innovation adapted to industrial needs; and providing europe with a knowledgeable leading scientific community and a skilled workforce , for scientific leadership and digital transformation of industry , including the support and networking of national high performance computing competence centres and high performance computing centres of excellence. special attention should be paid to the existing gender gap in the ict sector , especially in hpc and quantum computing , and encourages the creation of specific programmes to promote the presence of women and reduce the additional barriers they face.


### (1) the union financial contribution to the joint undertaking including efta appropriations shall be up to eur [xxxxx] , including up to eur [xxxxx] for administrative costs , distributed as follows: ### (1) the union financial contribution to the joint undertaking including efta appropriations shall be up to eur [xxxxx] , including up to eur [xxxxx] including up to 4% for administrative costs and technical assitance , distributed as follows:


### (3) additional union funds complementing the contribution referred to in paragraph 1 may be allocated to the joint undertaking to support activities for the research and innovation and deployment of innovative solutions. ### (3) additional union funds complementing the contribution referred to in paragraph 1 may be allocated to the joint undertaking to support activities for the research and innovation and deployment of innovative solutions within the union.


### (6) the union's financial contribution referred to in point (a) of paragraph 1 shall be used for the joint undertaking to provide financial support to indirect actions as defined in article xxx of the horizon europe regulation , corresponding to the research and innovation agenda. ### (6) the union's financial contribution referred to in point (a) of paragraph 1 shall be used for the joint undertaking to provide financial support to indirect actions as defined in article xxx of the horizon europe regulation , corresponding to the research and innovation agenda and through an open and transparent procedure.


### (7) the union's financial contribution referred to in point (b) of paragraph 1 shall be used for capability building across the whole union , including the acquisition , and operation of high performance computers , quantum computers or quantum simulators , the federation of the high performance computing and quantum computing service and data infrastructure and the widening of its use , and the development of advanced skills and training. ### (7) the union's financial contribution referred to in point (b) of paragraph 1 shall be used for capability building across the whole union , including the acquisition , operation and upgrades of high performance computers , quantum computers or quantum simulators , the federation of the high performance computing and quantum computing service and data infrastructure and the widening of its use , and the development of advanced skills and training.


### (1) the participating states shall make a total contribution of at least equal to the amount of the union contribution referred to in article 5 of this regulation , including up to eur [xxxxx] contribution for administrative costs[equal to the amount of the union contribution for administrative costs referred to in article 5 of this regulation]. the participating states shall arrange among them how they will deliver their collective contribution. ### (1) the participating states shall make a total contribution of at least equal to the amount of the union contribution referred to in article 5 of this regulation , including up to 4% for administrative costs[equal to the amount of the union contribution for administrative costs referred to in article 5 of this regulation] and technical assistance. the participating states shall arrange among them how they will deliver their collective contribution.


### quality of the hosting facility's physical and it infrastructure , its security and its connectivity with the rest of the union; ### quality of the hosting facility's physical and it infrastructure , its carbon footprint , its security and its connectivity with the rest of the union;


### (3) the selection of the supplier of the high-end supercomputer shall address the security of the supply chain. ### (3) the selection of the supplier of the high-end supercomputer shall assess compliance with the general system specifications , uphold the concept of excellence , and ensure that user needs in europe are met and the security of the supply chain is given.


### (3) the selection of the supplier of the quantum computers and quantum simulators shall address the security of the supply chain. ### (3) the selection of the supplier of the quantum computers and quantum simulators shall assess compliance with the general system specifications , uphold the concept of excellence , and ensure that user needs in europe are met and the security of the supply chain is given.


### (1) the joint undertaking shall acquire together with the private members , or a consortium of private partners , supercomputers , or partitions of eurohpc supercomputers , primarily destined for use by industry , and shall own them or co-own them with the private members or a consortium of private partners. ### (1) the joint undertaking shall acquire together with the private members , or a consortium of private partners , at least mid-range supercomputers , or partitions of eurohpc supercomputers , primarily destined for use by industry , and shall own them or co-own them with the private members or a consortium of private partners.


### (3) the selection of the supplier of an industrial-grade eurohpc supercomputer shall address the security of the supply chain. ### (3) the selection of the supplier of an industrial-grade eurohpc supercomputer shall assess compliance with the general system specifications , uphold the concept of excellence , and ensure that user needs in europe are met and the security of the supply chain is given.


### (3) the selection of the supplier of the mid-range supercomputer shall address the security of the supply chain. ### (3) the selection of the supplier of the mid-range supercomputer shall assess compliance with the general system specifications , uphold the concept of excellence , and ensure that user needs in europe are met and the security of the supply chain is given.


### (3) the access time allocated to commercial services shall not exceed 20% of the union's total access time of each eurohpc supercomputer. the governing board shall decide on the allocation of the union's access time for the users of commercial services , taking into account the outcome of the monitoring referred to in article 15(10). ### (3) the access time allocated to commercial services shall in principle not exceed 20% of the union's total access time of each eurohpc supercomputer. the governing board shall decide on the maximum allocation of the union's access time for the users of commercial services , taking into account the outcome of the monitoring referred to in article 15(10).


### (4) the commission shall carry out an interim evaluation of each joint undertaking as part of the horizon europe interim evaluation , as specified in article 47 of regulation (eu) no xxx establishing horizon europe. this evaluation shall be performed with the assistance of independent experts on the basis of a transparent process once there is sufficient information available about the implementation of horizon europe , but no later than four years after the start of horizon europe implementation. the evaluations shall examine how the joint undertaking fulfils its mission according to its economic , technological , scientific , societal and policy objectives , including climate-related objectives , and evaluate the effectiveness , efficiency , relevance , coherence , and union added value of its activities as part of horizon europe , its synergies and complementarities with relevant european , national and , where relevant , regional initiatives , including synergies with other parts of horizon europe (such as missions , clusters or thematic/specific programmes). impacts achieved at union and national level , taking into account the component of synergies and policy retrofitting will be given particular attention. the evaluations shall , where relevant , also include an assessment of the long-term scientific , societal , economic and policy-relevant impact of the joint undertaking and shall include an assessment of the most effective policy intervention mode for any future action , as well as the positioning of any possible renewal of the joint undertaking in the overall european partnerships landscape and its policy priorities. ### (4) the commission shall carry out an interim evaluation of each joint undertaking as part of the horizon europe interim evaluation , as specified in article 47 of regulation (eu) no xxx establishing horizon europe. this evaluation shall be performed with the assistance of independent experts on the basis of a transparent process once there is sufficient information available about the implementation of horizon europe , but no later than four years after the start of horizon europe implementation. the evaluations shall examine how the joint undertaking fulfils its mission according to its economic , technological , scientific , societal and policy objectives , including climate-related objectives , and evaluate the effectiveness , efficiency , relevance , coherence , and union added value of its activities as part of horizon europe , its synergies and complementarities with relevant european , national and , where relevant , regional initiatives , including synergies with other parts of horizon europe (such as missions , clusters or thematic/specific programmes). impacts achieved at union and national level , taking into account the component of synergies and policy retrofitting will be given particular attention. the evaluations shall , where relevant , also include an assessment of the long-term scientific , societal , economic and policy-relevant impact of the joint undertaking , an assessment of the outreach and awareness raising progress (such as number of users) and shall include an assessment of the most effective policy intervention mode for any future action , as well as the positioning of any possible renewal of the joint undertaking in the overall european partnerships landscape and its policy priorities.


### (2) the research and innovation advisory group shall consist of no more than ten members , which shall be appointed by the private members taking into account their commitments to the joint undertaking. ### (2) the research and innovation advisory group shall consist of no more than twelve members , whereas no more than half which shall be appointed by the private members taking into account their commitments to the joint undertaking and no more than half shall be appointed by the governing board.


### (3) the infrastructure advisory group shall consist of ten members. the governing board shall establish the specific criteria that will be considered for selecting the members of the infrastructure advisory group. the chair and vice chair of the governing board shall appoint the members of the infrastructure advisory group , following inputs received from the governing board and the executive director. ### (3) the infrastructure advisory group shall consist of twelve members. the governing board shall establish the specific criteria that will be considered for selecting the members of the infrastructure advisory group. the chair and vice chair of the governing board shall appoint the members of the infrastructure advisory group , following inputs received from the governing board and the executive director.


### establish design and production capabilities in europe for strategic application areas; ### support research and innovation for establishing design and production capabilities in europe for strategic application areas;


### build a dynamic union-wide ecosystem based on digital value-chains with simplified access to newcomers; ### build a dynamic union-wide ecosystem based on digital value-chains with simplified access to newcomers start-ups and smes;


### the private members consisting of the following industrial associations and their constituent entities: the aeneas association , registered under french law , with its registered office in paris , france; the artemis industry association (artemisia) registered under dutch law , with its registered office in eindhoven , the netherlands; the eposs e.v. association , registered under german law , with its registered office in berlin , germany. ### the private members consisting of the following industrial associations representing their constituent entities: the aeneas association , registered under french law , with its registered office in paris , france; the artemis industry association (artemisia) registered under dutch law , with its registered office in eindhoven , the netherlands; the eposs e.v. association , registered under german law , with its registered office in berlin , germany.


### align strategic roadmaps of a wider range of industrial players , including not only the telecommmunication industry , but also actors from the internet of things , cloud , as well as components and devices; ### align strategic roadmaps of a wider range of industrial players , including start-ups and smes and including not only the telecommmunication industry , but also actors from the internet of things , cloud , as well as components and devices;


### ensure close and timely monitoring of the progress of the joint undertaking’s research and innovation programme and individual actions in relation to the priorities of the commission and the strategic research and innovation agenda and take corrective measures where needed to ensure that the joint undertaking meets its objectives; ### ensure close and timely monitoring of the progress of the joint undertaking’s research and innovation programme and individual actions in relation to the priorities of the union and the strategic research and innovation agenda and take corrective measures where needed to ensure that the joint undertaking meets its objectives;


### adopt by the end of 2022 a plan for the phasing-out of the joint undertaking from horizon europe funding upon recommendation of the executive director; ### adopt by the end of 2025 a plan for the phasing-out of the joint undertaking from horizon europe funding upon recommendation of the executive director;


### 2. there shall be a balanced representation of experts among the members of the scientific advisory body , within the scope of the activities of the joint undertaking , including with respect to gender balance. collectively , the members of the scientific advisory body shall have the necessary competences and expertise covering the technical domain in order to make science-based recommendations to the joint undertaking , taking into account the socio-economic impact of such recommendations and the objectives of the joint undertaking. ### 2. there shall be a balanced representation of experts among the members of the scientific advisory body , within the scope of the activities of the joint undertaking , including with respect to gender balance. collectively , the members of the scientific advisory body shall have the necessary competences and expertise covering the technical domain in order to make science-based recommendations to the joint undertaking , taking into account the socio-economic impact , including impact on competitiveness and technological sovereignty , of such recommendations and the objectives of the joint undertaking.


### 5. the chairperson of the states’ representatives group may invite other persons to attend its meetings as observers , in particular representatives of relevant federal or regional authorities within the union , representatives of sme associations and representatives of other bodies of the joint undertaking. ### 5. the chairperson of the states’ representatives group may invite other persons to attend its meetings as observers , in particular representatives of relevant federal or regional authorities within the union , representatives of industry and sme associations and representatives of other bodies of the joint undertaking.


### 1. the joint undertaking shall provide the union institutions and union bodies , offices or agencies access to all information related to the indirect actions it funds. such information shall include results of beneficiaries participating in indirect actions of the joint undertaking or any other information deemed necessary for developing , implementing , monitoring and evaluating union policies or programmes. such access rights are limited to non-commercial and non-competitive use and shall comply with applicable confidentiality rules. ### 1. the joint undertaking shall provide the union institutions and union bodies , offices or agencies access to all information related to the indirect actions it funds. such information shall include results of beneficiaries participating in indirect actions of the joint undertaking or any other information deemed necessary for developing , implementing , monitoring and evaluating union policies or programmes. such access rights are limited to non-commercial and non-competitive use and shall comply with applicable confidentiality rules as well as the principles of necessity and proportionality.


### 2. the technical committee shall be co-chaired by a representative of the founding members , rotating on a two-yearly basis , and the commission. it shall report to the governing board and its secretariat shall be provided by the clean aviation joint undertaking’s programme office. ### 2. the technical committee shall be chaired by a representative of the founding members , and shall be co-chaired by a representative of the commission. it shall report to the governing board and its secretariat shall be provided by the clean aviation joint undertaking’s programme office.


### (3) to deliver on priorities and impact , european partnerships should be developed through a broad involvement of relevant stakeholders across europe including industry , research organisations , bodies with a public service mission at local , regional , national or international level , and civil society organisations such as foundations that support and/or carry out research and innovation. they should also be one of the measures to strengthen cooperation between private and/or public sector partners at the international level including by joining up research and innovation programmes and cross-border investment in research and innovation bringing mutual benefits to people and businesses while ensuring that the union can uphold its interests in strategic areas. ### (3) to deliver on priorities and impact , european partnerships should be developed through a broad involvement of relevant stakeholders across europe including industry , smes and start-ups , research organisations , bodies with a public service mission at local , regional , national or international level , and civil society organisations such as foundations that support and/or carry out research and innovation. they should also be one of the measures to strengthen cooperation between private and/or public sector partners at the international level including by joining up research and innovation programmes and cross-border investment in research and innovation bringing mutual benefits to people and businesses while ensuring that the union can develop its strategic autonomy alongside an open economy.


### (12) following the identification of synergies between them , joint undertakings should aim to determine budget shares which should be used for complementary or joint activities between joint undertakings. moreover , this regulation aims at achieving improved efficiencies and harmonisation of the rules through intensified operational collaboration and by exploring economies of scale , including the establishment of a common back office , which should provide horizontal support functions to the joint undertakings. the common back office should make it easier to achieve greater impact and harmonisation on common points while retaining a certain degree of flexibility to meet the specific needs of each joint undertaking. the structure should be established using service level agreements to be concluded jointly by the joint undertakings. the common back office functions should cover coordination and administrative support functions in areas where its screening has proved efficient and cost-effective and should take into account the compliance with the requirement of accountability of each individual authorising officer. the legal setup should be designed to best serve the common needs of the joint undertakings , to ensure their close collaboration and to explore all possible synergies among the european partnerships and , as a consequence , between the various parts of the horizon europe programme as well as between the other programmes managed by the joint undertakings. ### (12) following the identification of synergies between them , joint undertakings should aim to determine budget shares which should be used for complementary or joint activities between joint undertakings. moreover , this regulation aims at achieving improved efficiencies and harmonisation of the rules through intensified operational collaboration and by exploring economies of scale , including the possibility of establishing common back office functions , which should provide horizontal support functions to the joint undertakings. the common functions should make it easier to achieve greater impact and harmonisation on common points while retaining a certain degree of flexibility to meet the specific needs of each joint undertaking. the structure should be established using service level agreements to be concluded jointly by the joint undertakings. the common back office functions should cover coordination and administrative support functions in areas where its screening has proved efficient and cost-effective and should take into account the compliance with the requirement of accountability of each individual authorising officer. the legal setup should be designed to best serve the common needs of the joint undertakings , to ensure their close collaboration and to explore all possible synergies among the european partnerships and , as a consequence , between the various parts of the horizon europe programme as well as between the other programmes managed by the joint undertakings.


### (14) horizon europe introduces a more strategic , coherent and impact-driven approach to european partnerships , building on the lessons learned from the horizon 2020 interim evaluation. in line with the new ambition , this regulation aims at a more effective use of institutionalised european partnerships notably by focusing on clear objectives , outcomes and impact that can be achieved by 2030 , and by ensuring a clear contribution to the related union policy priorities and policies. close collaboration and synergies with other relevant initiatives at union , national and regional level , in particular with other european partnerships , are key in achieving greater impact and ensuring take up of results. in assessing the overall impact , broader investments beyond the contributions from partners and triggered by the joint undertakings that contribute to achieving their objectives should be taken into account. ### (14) horizon europe introduces a more strategic , coherent and impact-driven approach to european partnerships , building on the lessons learned from the horizon 2020 interim evaluation. in line with the new ambition , this regulation aims at a more effective use of institutionalised european partnerships notably by focusing on clear objectives , outcomes and impact that can be achieved by 2030 , and by ensuring a clear contribution to the related union policy priorities and policies. the joint undertaking should implement their missions and objectives in a clear , simple and flexible way in order to increase attractiveness towards industry , smes , research organisations and all relevant stakeholders. close collaboration and synergies with other relevant initiatives at union , national and regional level , in particular with other european partnerships , are key in achieving greater impact and ensuring take up of results. in assessing the overall impact , broader investments beyond the contributions from partners and triggered by the joint undertakings that contribute to achieving their objectives should be taken into account.


### (15) this regulation is based on the principles and criteria set out in the horizon europe regulation , including openness and transparency , a strong leverage effect and long-term commitments of all the involved parties. one of the objectives of this regulation is to ensure the openness of the initiatives to a broad range of entities , including newcomers. the partnerships should be open to any entity that is willing and capable to work towards the common goal , and promote broad and active participation of stakeholders in their activities , membership and governance , and to ensure that the results would be for the benefit of all europeans , notably through a broad dissemination of results and pre-deployment activities across the union. ### (15) this regulation is based on the principles and criteria set out in the horizon europe regulation , including excellence , openness and transparency , a strong leverage effect and long-term commitments of all the involved parties. one of the objectives of this regulation is to ensure the openness of the initiatives to a broad range of entities , including newcomers. the partnerships should be open to any entity that is willing and capable to work towards the common goal , and promote broad and active participation of stakeholders in their activities , membership and governance , and to ensure that the results would be for the benefit of all europeans , notably through a broad dissemination of results and pre-deployment activities across the union.


### (18) in line with the ambitions set out in the horizon europe regulation , one of the preconditions of setting up institutionalised partnerships is ensuring partner’s contributions throughout the lifetime of the initiatives. in this context , private partners should deliver a significant part of their contributions in the form of in-kind contributions to operational costs of the joint undertaking. joint undertakings should be able to seek measures to facilitate these contributions through their work programmes , notably by reducing funding rates. these measures should be based on the specific needs of a joint undertaking and the underlying activities. in justified cases , it should be possible to introduce additional conditions that require the participation of a member of the joint undertaking or their constituent or affiliated entities , targeting activities where the industrial partners of the joint undertaking can play a key role , such as large-scale demonstrations and flagship projects , and contribute more via lower funding rates. the level of participation of members should be monitored by the executive director in order to empower the governing board to take appropriate actions , ensuring a balance between commitment from partners and openness. in duly justified cases , the capital expenditure for , e.g. , large scale demonstrators or flagship projects , may be considered as an eligible cost in line with the applicable legal framework. ### (18) in line with the ambitions set out in the horizon europe regulation , one of the preconditions of setting up institutionalised partnerships is ensuring partner’s contributions throughout the lifetime of the initiatives. in this context , private partners should deliver a significant part of their contributions in the form of in-kind contributions to operational costs of the joint undertaking. joint undertakings should be able to seek measures to facilitate these contributions through their work programmes. these measures should be based on the specific needs of a joint undertaking and the underlying activities. in justified cases , it should be possible to introduce additional conditions that require the participation of a member of the joint undertaking or their constituent or affiliated entities , targeting activities where the industrial partners of the joint undertaking can play a key role , such as large-scale demonstrations and flagship projects , and contribute more via lower funding rates. the level of participation of members should be monitored by the executive director in order to empower the governing board to take appropriate actions , ensuring a balance between commitment from partners and openness. in duly justified cases , the capital expenditure for , e.g. , large scale demonstrators or flagship projects , may be considered as an eligible cost in line with the applicable legal framework.


### (19) in line with the principle of fair sharing of contributions among the members of joint undertakings , financial contributions to the administrative costs of the joint undertakings should be divided equally between the union and the members other than the union. deviations from that principle should only be considered in exceptional and duly justified cases such as where the size or the membership structure of a member of the joint undertaking other than the union would result in contributions per constituent or affiliated entity , in particular small and medium-sized enterprises (smes) , of such a high level that they would seriously jeopardise the incentive to become or remain a constituent or affiliated entity of the member of the joint undertaking. in such cases , the minimum percentage of annual financial contribution to the administrative costs of the joint undertaking from members other than the union should be 20% of the total annual administrative costs and the contributions from smes should be significantly lower than those from larger constituent or affiliated entities. once a critical mass of membership that allows for a contribution higher than 20% of the total annual administrative costs is reached , annual contributions per constituent or affiliated entity should be maintained or increased with the aim to gradually increase the share of the members other than union in the overall contribution to the annual administrative costs of the joint undertaking. the members of the joint undertaking other than the union should endeavour to increase the number of constituent or affiliated entities in order to maximise the contribution to 50% of the administrative costs of the joint undertaking over its lifetime. ### (19) in line with the principle of fair sharing of contributions among the members of joint undertakings , financial contributions to the administrative costs of the joint undertakings should be divided equally between the union and the members other than the union. members other than union should agree among themselves on the fair distribution of administrative expenses of their respective joint undertakings. administrative expenses for the joint undertakings should not exceed 5% of their budget. deviations from that principle should only be considered in exceptional and duly justified cases such as where the size or the membership structure of a member of the joint undertaking other than the union would result in contributions per constituent or affiliated entity , in particular small and medium-sized enterprises (smes) , of such a high level that they would seriously jeopardise the incentive to become or remain a constituent or affiliated entity of the member of the joint undertaking. in such cases , the minimum percentage of annual financial contribution to the administrative costs of the joint undertaking from members other than the union should be 20% of the total annual administrative costs and the contributions from smes should be significantly lower than those from larger constituent or affiliated entities. once a critical mass of membership that allows for a contribution higher than20% of the total annual administrative costs is reached , annual contributions per constituent or affiliated entity should be maintained or increased with the aim to gradually increase the share of the members other than union in the overall contribution to the annual administrative costs of the joint undertaking. the members of the joint undertaking other than the union should endeavour to increase the number of constituent or affiliated entities in order to maximise the contribution to 50% of the administrative costs of the joint undertaking over its lifetime