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Document 01962R0031-20220101
Regulation No 31 (EEC), 11 (EAEC), laying down the Staff Regulations of Officials and the Conditions of Employment of Other Servants of the European Economic Community and the European Atomic Energy Community
Consolidated text: Regulation No 31 (EEC), 11 (EAEC), laying down the Staff Regulations of Officials and the Conditions of Employment of Other Servants of the European Economic Community and the European Atomic Energy Community
Regulation No 31 (EEC), 11 (EAEC), laying down the Staff Regulations of Officials and the Conditions of Employment of Other Servants of the European Economic Community and the European Atomic Energy Community
01962R0031 — EN — 01.01.2022 — 021.003
This text is meant purely as a documentation tool and has no legal effect. The Union's institutions do not assume any liability for its contents. The authentic versions of the relevant acts, including their preambles, are those published in the Official Journal of the European Union and available in EUR-Lex. Those official texts are directly accessible through the links embedded in this document
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REGULATION No 31 (EEC), 11 (EAEC), (OJ P 045 14.6.1962, p. 1385) |
Amended by:
Corrected by:
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Consolidated text of corrigenda to instruments published in Special Editions 1952-72, p. 4 (31/1962) |
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(*) |
This act was never published in English. |
REGULATION No 31 (EEC), 11 (EAEC),
laying down the Staff Regulations of Officials and the Conditions of Employment of Other Servants of the European Economic Community and the European Atomic Energy Community
Sole Article
The Staff Regulations of officials and the Conditions of Employment of other servants of the European Economic Community and the European Atomic Energy Community are laid down in the Annex, which forms an integral part of this Regulation.
This Regulation shall enter into force on 1 January 1962.
This Regulation shall be binding in its entirety and directly applicable in all Member States.
STAFF REGULATIONS OF OFFICIALS OF THE EUROPEAN UNION
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CONTENTS |
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TITLE I. |
General provisions 1-10c |
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TITLE II. |
Rights and obligations of officials 11-26a |
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TITLE III. |
Career of officials |
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Chapter 1: |
Recruitment 27-34 |
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Chapter 2: |
Administrative Status 35 |
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Section 1: |
Active employment 36 |
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Section 2: |
Secondment 37-39 |
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Section 3: |
Leave on personal grounds 40 |
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Section 4: |
Non-active status 41 |
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Section 5: |
Leave for military service 42 |
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Section 6: |
Parental or family leave 42a-42b |
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Section 7: |
Leave in the interests of the service 42c |
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Chapter 3: |
Reports, advancement to a higher step and promotion 43-46 |
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Chapter 4: |
Termination of service 47 |
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Section 1: |
Resignation 48 |
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Section 2: |
Compulsory resignation 49 |
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Section 3: |
Retirement in the interests of the service 50 |
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Section 4: |
Procedures for dealing with incompetence 51 |
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Section 5: |
Retirement 52-53 |
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Section 6: |
Honorary rank 54 |
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TITLE IV. |
Working conditions of officials |
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Chapter 1: |
Hours of work 55-56c |
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Chapter 2: |
Leave 57-60 |
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Chapter 3: |
Public holidays 61 |
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TITLE V. |
Emoluments and social security for officials |
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Chapter 1: |
Remuneration and expenses |
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Section 1: |
Remuneration 62-70 |
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Section 2: |
Expenses 71 |
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Chapter 2: |
Social security benefits 72-76a |
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Chapter 3: |
Pensions and invalidity allowance 77-84 |
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Chapter 4: |
Recovery of overpayments 85 |
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Chapter 5: |
Subrogation in favour of the Union 85a |
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TITLE VI. |
Disciplinary measures 86 |
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TITLE VII. |
Appeals 90-91a |
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TITLE VIIIa. |
Special provisions applicable to the EEAS 95 |
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TITLE VIIIb. |
Special and exceptional provisions applicable to officials serving in a third country 101a |
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TITLE IX. |
Transitional and final provisions |
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Chapter 1: |
Transitional provisions 107a |
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Chapter 2: |
Final provisions 110-113 |
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ANNEX I |
A — Types of posts in each function group, as provided for in Article 5(4) |
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B — Multiplication rates for guiding average career equivalence |
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ANNEX II |
Composition and procedure of the bodies provided for in Article 9 of the Staff Regulations |
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ANNEX III |
Competitions |
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ANNEX IV |
Allowance under Articles 41 and 50 of the Staff Regulations |
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ANNEX IVa |
Part-time work |
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ANNEX V |
Leave |
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ANNEX VI |
Compensatory leave and remuneration for overtime |
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ANNEX VII |
Remuneration and reimbursement of expenses |
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ANNEX VIII |
Pension scheme |
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ANNEX IX |
Disciplinary proceedings |
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ANNEX X |
Special and exceptional provisions applicable to officials serving in a third country |
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ANNEX XI |
Rules for implementing articles 64 and 65 of the staff regulations |
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ANNEX XII |
Rules for implementing article 83a of the Staff Regulations |
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ANNEX XIII |
Transitional measures applicable to officials of the Union (Article 107a of the Staff Regulations) |
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ANNEX XIII.1 |
Types of posts during the transitional period |
TITLE I
GENERAL PROVISIONS
Article 1
These Staff Regulations shall apply to officials of the ►M128 Union ◄ .
Article 1a
Article 1b
Save as otherwise provided in these Staff Regulations,
the European External Action Service (hereinafter referred to as the EEAS),
the European Economic and Social Committee,
the Committee of the Regions,
the European Ombudsman, and
the European Data Protection Supervisor
shall, for the purposes of these Staff Regulations, be treated as institutions of the ►M128 Union ◄ .
Article 1c
Any reference in these Staff Regulations to a person of the male sex shall be deemed also to constitute a reference to a person of the female sex, and vice-versa, unless the context clearly indicates otherwise.
Article ►M112 1d ◄
For the purposes of these Staff Regulations, non-marital partnerships shall be treated as marriage provided that all the conditions listed in Article 1(2)(c) of Annex VII are fulfilled.
A person with a disability meets the conditions laid down in point (e) of Article 28 if he can perform the essential functions of the job when reasonable accommodation is made.
‘Reasonable accommodation’, in relation to the essential functions of the job, shall mean appropriate measures, where needed, to enable a person with a disability to have access to, participate in, or advance in employment, or to undergo training, unless such measures would impose a disproportionate burden on the employer.
The principle of equal treatment shall not prevent the appointing authorities of the institutions from maintaining or adopting measures providing for specific advantages in order to make it easier for persons with disabilities to pursue a vocational activity or in order to prevent or compensate for disadvantages in their professional careers.
Article 1e
Article 2
▼M112 —————
Article 3
The instrument appointing an official shall state the date on which the appointment takes effect; this date shall not be prior to the date on which the official takes up his duties.
Article 4
No appointment or promotion shall be made for any purpose other than that of filling a vacant post as provided in these Staff Regulations.
Vacant posts in an institution shall be notified to the staff of that institution once the appointing authority decides that the vacancy is to be filled.
If the vacancy cannot be filled by transfer, appointment to a post in accordance with Article 45a or promotion, it shall be notified to the staff of the other institutions, and/or an internal competition shall be organised.
Article 5
Appointment shall require at least:
in function group AST ►M131 and function group AST/SC ◄ :
a level of post-secondary education attested by a diploma, or
a level of secondary education attested by a diploma giving access to post-secondary education, and appropriate professional experience of at least three years, or
where justified in the interests of the service, professional training or professional experience of an equivalent level.
in function group AD for grades 5 and 6:
a level of education which corresponds to completed university studies of at least three years attested by a diploma, or
where justified in the interest of the service, professional training of an equivalent level.
in function group AD for grades 7 to 16:
a level of education which corresponds to completed university studies attested by a diploma when the normal period of university education is four years or more, or
a level of education which corresponds to completed university studies attested by a diploma and appropriate professional experience of at least one year when the normal period of university education is at least three years, or
where justified in the interests of the service, professional training of an equivalent level.
Article 6
Article 7
An official may apply for a transfer within his institution.
The duration of a temporary posting shall not exceed one year, except where, directly or indirectly, the posting is to replace an official who is seconded to another post in the interests of the service, called up for military service or absent on protracted sick leave.
Article 8
An official seconded to another institution of the ►M128 European Union ◄ may, after a period of six months apply to be transferred to that institution.
If the parent institution of the official and the institution to which he has been seconded both consent, to the transfer, the official shall be deemed to have served his entire service career in the ►M128 Union ◄ in the latter institution. He shall not receive by virtue of such transfer any of the financial benefits which an official is entitled to receive under these Staff Regulations on termination of service with one of the institutions of the ►M128 Union ◄ .
If the decision granting the application involves establishment in a grade higher than that occupied in the parent institution, this shall count as promotion; such decision may be taken only in accordance with the terms of Article 45.
Article 9
Without prejudice to paragraph 1a, there shall be set up within each institution:
which shall perform the functions assigned to them by these Staff Regulations.
The agencies may derogate from the provisions of Article 1 of Annex II regarding membership of Staff Committees to take into account the composition of their personnel. The agencies may decide not to appoint alternate members in the Joint Committee or Committees provided for in Article 2 of Annex II.
The staff of the institution shall be notified of the list of members of these bodies.
It shall bring to the notice of the competent bodies of the institution any difficulty having general implications concerning the interpretation and application of these Staff Regulations. It may be consulted on any difficulty of this kind.
The Committee shall submit to the competent bodies of the institution suggestions concerning the organisation and operation of the service and proposals for the improvement of staff working conditions or general living conditions.
The Committee shall participate in the management and supervision of social welfare bodies set up by the institution in the interests of its staff. It may, with the consent of the institution, set up such welfare services.
The opinion of the Reports Committee shall be sought:
on action following completion of probationary service; and
on the selection of staff to be affected by any reduction in the establishment.
It may be instructed by the Appointing Authority to ensure that the periodic reports on staff members are made in a uniform manner within the institution.
Article 10
A Staff Regulations Committee shall be set up consisting of representatives of the institutions of the ►M128 Union ◄ and an equal number of representatives of their Staff Committees. The procedure for appointing members of the Staff Regulations Committee shall be decided by common accord of the ►M131 appointing authorities of the institutions ◄ . The agencies shall be jointly represented in accordance with rules to be fixed by agreement between them and the Commission.
The Committee shall be consulted by the Commission on all proposals to revise the Staff Regulations; it shall deliver its opinion within the time set by the Commission. In addition to the functions conferred upon the Committee by these Staff Regulations, it may put forward suggestions for revising the Staff Regulations. The Committee shall meet at the request of its Chairman, an institution or the staff committee of an institution.
Minutes of the meetings of the Committee shall be communicated to the appropriate bodies.
Article 10a
The institution shall prescribe the periods within which the Staff Committee, the Joint Committee or the Staff Regulations Committee must deliver opinions requested of them; these periods shall not be less than fifteen working days. If no opinion has been delivered within the period prescribed the institution shall take its decision.
Article 10b
The trade unions and staff associations referred to in Article 24b shall act in the general interest of the staff, without prejudice to the statutory powers of the staff committees.
The Commission proposals referred to in Article 10 may be the subject of consultations by representative trade unions and staff associations.
Article 10c
Each institution may conclude agreements concerning its staff with its representative trade unions and staff associations. Such agreements may not entail amendment of the Staff Regulations or any budgetary commitments, nor may they affect the working of the institution concerned. The representative trade unions and staff associations which are signatories shall operate in each institution subject to the statutory powers of the staff committee.
TITLE II
RIGHTS AND OBLIGATIONS OF OFFICIALS
Article 11
An official shall carry out his duties and conduct himself solely with the interests of the Union in mind. He shall neither seek nor take instructions from any government, authority, organisation or person outside his institution. He shall carry out the duties assigned to him objectively, impartially and in keeping with his duty of loyalty to the Union.
An official shall not without the permission of the appointing authority accept from any government or from any other source outside the institution to which he belongs any honour, decoration, favour, gift or payment of any kind whatever, except for services rendered either before his appointment or during special leave for military or other national service and in respect of such service.
Before recruiting an official, the appointing authority shall examine whether the candidate has any personal interest such as to impair his independence or any other conflict of interest. To that end, the candidate, using a specific form, shall inform the appointing authority of any actual or potential conflict of interest. In such cases, the appointing authority shall take this into account in a duly reasoned opinion. If necessary, the appointing authority shall take the measures referred to in Article 11a(2).
This Article shall apply by analogy to officials returning from leave on personal grounds.
Article 11a
Article 12
An official shall refrain from any action or behaviour which might reflect adversely upon his position.
Article 12a
Article 12b
Article 13
If the spouse of an official is in gainful employment, the official shall inform the appointing authority of his institution. Should the nature of the employment prove to be incompatible with that of the official and if the official is unable to give an undertaking that it will cease within a specified period, the appointing authority shall, after consulting the Joint Committee, decide whether the official shall ►M112 continue in his post or be transferred to another post. ◄
▼M112 —————
Article 15
An official who intends to stand for public office shall notify the Appointing Authority. The Appointing Authority shall decide, in the light of the interests of the service, whether the official concerned:
should be required to apply for leave on personal grounds, or
should be granted annual leave, or
may be authorised to discharge his duties on a part-time basis, or
may continue to discharge his duties as before.
Article 16
An official shall, after leaving the service, continue to be bound by the duty to behave with integrity and discretion as regards the acceptance of certain appointments or benefits.
Officials intending to engage in an occupational activity, whether gainful or not, within two years of leaving the service shall inform their institution thereof using a specific form. If that activity is related to the work carried out by the official during the last three years of service and could lead to a conflict with the legitimate interests of the institution, the appointing authority may, having regard to the interests of the service, either forbid him from undertaking it or give its approval subject to any conditions it thinks fit. The appointing authority shall, after consulting the Joint Committee, notify its decision within 30 working days of being so informed. If no such notification has been made by the end of that period, this shall be deemed to constitute implicit acceptance.
In the case of former senior officials as defined in implementing measures, the appointing authority shall, in principle, prohibit them, during the 12 months after leaving the service, from engaging in lobbying or advocacy vis-à-vis staff of their former institution for their business, clients or employers on matters for which they were responsible during the last three years in the service.
In compliance with Regulation (EC) No 45/2001 of the European Parliament and of the Council ( 8 ), each institution shall publish annually information on the implementation of the third paragraph, including a list of the cases assessed.
Article 17
Article 17a
Where the Appointing Authority is able to demonstrate that the matter is liable seriously to prejudice the legitimate interests of the ►M128 Union ◄ , the Appointing Authority shall inform the official of its decision in writing within 30 working days of receipt of the information. If no such decision is notified within the specified period, the Appointing Authority shall be deemed to have had no objections.
Article 18
Article 19
An official shall not, without permission from the appointing authority, disclose on any grounds whatever, in any legal proceedings, information of which he has knowledge by reason of his duties. Permission shall be refused only where the interests of the Union so require and such refusal would not entail criminal consequences as far as the official is concerned. An official shall continue to be bound by this obligation after leaving the service.
The provisions of the first paragraph shall not apply to an official or former official giving evidence before the Court of Justice of the European Union or before the Disciplinary Board of an institution on a matter concerning a servant or former servant of the European Union.
Article 20
An official shall reside either in the place where he is employed or at no greater distance there from as is compatible with the proper performance of his duties. ►M112 The official shall notify the Appointing Authority of his address and inform it immediately of any change of address. ◄
Article 21
An official, whatever his rank, shall assist and tender advice to his superiors; he shall be responsible for the performance of the duties assigned to him.
An official in charge of any branch of the service shall be responsible to his superiors in respect of the authority conferred on him and for the carrying out of instructions given by him. The responsibility of his subordinates shall in no way release him from his own responsibilities.
▼M112 —————
Article 21a
Article 22
An official may be required to make good, in whole or in part, any damage suffered by the ►M128 Union ◄ as a result of serious misconduct on his part in the course of or in connection with the performance of his duties.
A reasoned decision shall be given by the appointing authority in accordance with the procedure laid down in regard to disciplinary matters.
The Court of Justice of the ►M128 European Union ◄ shall have unlimited jurisdiction in disputes arising under this provision.
Article 22a
Information mentioned in the first subparagraph shall be given in writing.
This paragraph shall also apply in the event of serious failure to comply with a similar obligation on the part of a Member of an institution or any other person in the service of or carrying out work for an institution.
Article 22b
An official who further discloses information as defined in Article 22a to the President of the Commission or of the Court of Auditors or of the Council or of the European Parliament, or to the European Ombudsman, shall not suffer any prejudicial effects on the part of the institution to which he belongs provided that both of the following conditions are met:
the official honestly and reasonably believes that the information disclosed, and any allegation contained in it, are substantially true; and
the official has previously disclosed the same information to OLAF or to his own institution and has allowed OLAF or that institution the period of time set by the Office or the institution, given the complexity of the case, to take appropriate action. The official shall be duly informed of that period of time within 60 days.
Article 22c
In accordance with Articles 24 and 90, each institution shall put in place a procedure for the handling of complaints made by officials concerning the way in which they were treated after or in consequence of the fulfilment by them of their obligations under Article 22a or 22b. The institution concerned shall ensure that such complaints are handled confidentially and, where warranted by the circumstances, before the expiry of the deadlines set out in Article 90.
The appointing authority of each institution shall lay down internal rules on inter alia:
Article 23
The privileges and immunities enjoyed by officials are accorded solely in the interests of the ►M128 Union ◄ . Subject ►M15 to the Protocol on ◄ Privileges and Immunities, officials shall not be exempt from fulfilling their private obligations or from complying with the laws and police regulations in force.
When privileges and immunities are in dispute, the official concerned shall immediately inform the appointing authority.
The laissez-passer provided for in the Protocol on Privileges and Immunities shall be issued to heads of unit, to officials in grade AD12 to AD16, to officials serving outside the territory of the European Union and to other officials for whom this is required in the interest of the service.
Article 24
►M15 The ►M128 Union ◄ shall assist any official ◄ , in particular in proceedings against any person perpetrating threats, insulting or defamatory acts or utterances, or any attack to person or property to which he or a member of his family is subjected by reason of his position or duties.
►M15 It shall jointly and severally compensate ◄ the official for damage suffered in such cases, in so far as the official did not either intentionally or through grave negligence cause damage and has been unable to obtain compensation from the person who did cause it.
Article ►M112 24a ◄
►M112 The ►M128 Union ◄ ◄ shall facilitate such further training and instruction for officials as is compatible with the proper functioning of the service and is in accordance with its own interests.
Such training and instruction shall be taken into account for purposes of promotion in their careers.
Article ►M112 24b ◄
Officials shall be entitled to exercise the right of association; they may in particular be members of trade unions or staff associations of European officials.
Article 25
Officials may submit requests concerning issues covered by these Staff Regulations to the Appointing Authority of their institution.
Any decision relating to a specific individual which is taken under these Staff Regulations shall at once be communicated in writing to the official concerned. ►C1 Any decision adversely affecting an official shall state the grounds on which it is based. ◄
Specific decisions regarding appointment, establishment, promotion, transfer, determination of administrative status and termination of service of an official shall be published in the institution to which the official belongs. The publication shall be accessible to all staff for an appropriate period of time.
Article 26
The personal file of an official shall contain:
all documents concerning his administrative status and all reports relating to his ability, efficiency and conduct;
any comments by the official on such documents.
Documents shall be registered, numbered and filed in serial order; the documents referred to in subparagraph (a) may not be used or cited by the institution against an official unless they were communicated to him before they were filed.
The communication of any document to an official shall be evidenced by his signing it or, failing that, shall be effected by registered letter ►M112 to the last address communicated by the official ◄ .
An official's personal file shall contain no reference to his political, trade union, philosophical or religious activities and views, or to his racial or ethnic origin or sexual orientation.
The preceding paragraph shall not however prohibit the insertion in the file of administrative acts and documents known to the official which are necessary for the application of these Staff Regulations.
There shall be only one personal file for each official.
An official shall have the right, even after leaving the service, to acquaint himself with all the documents in his file ►M112 and to take copies of them ◄ .
The personal file shall be confidential and may be consulted only in the offices of the administration ►M112 or on a secure electronic medium ◄ . It shall, however, be forwarded to the Court of Justice of the ►M128 European Union ◄ if an action concerning the official is brought ►M112 ————— ◄ .
Article 26a
Officials shall have the right to acquaint themselves with their medical files, in accordance with arrangements to be laid down by the ►M131 appointing authorities of the institutions. ◄
TITLE III
CAREER OF OFFICIALS
CHAPTER 1
Recruitment
Article 27
Recruitment shall be directed to securing for the institution the services of officials of the highest standard of ability, efficiency and integrity, recruited on the broadest possible geographical basis from among nationals of Member States of the Union. No posts shall be reserved for nationals of any specific Member State.
The principle of the equality of Union's citizens shall allow each institution to adopt appropriate measures following the observation of a significant imbalance between nationalities among officials which is not justified by objective criteria. Those appropriate measures must be justified and shall never result in recruitment criteria other than those based on merit. Before such appropriate measures are adopted, the appointing authority of the institution concerned shall adopt general provisions for giving effect to this paragraph in accordance with Article 110.
After a three-year period starting on 1 January 2014, the Commission shall report to the European Parliament and to the Council on the implementation of the second paragraph.
In order to facilitate recruitment on the broadest possible geographical basis, the institutions shall strive to support multilingual and multicultural education for the children of their staff.
Article 28
An official may be appointed only on condition that:
he is a national of one of the Member States of the ►M128 Union ◄ , unless an exception is authorized by the appointing authority, and enjoys his full rights as a citizen;
he has fulfilled any obligations imposed on him by the laws concerning military service;
he produces the appropriate character references as to his suitability for the performance of his duties;
he has, subject to Article 29 (2), passed a competition based on either qualifications or tests, or both qualifications and tests, as provided in Annex III;
he is physically fit to perform his duties; and
Article 29
Before filling a vacant post in an institution, the appointing authority shall first consider:
whether the post can be filled by:
transfer, or
appointment in accordance with Article 45a, or
promotion
within the institution;
whether requests for transfer have been received from officials of the same grade in other institutions, and/or
if it was not possible to fill the vacant post through the possibilities mentioned in points (a) and (b), whether to consider lists of suitable candidates within the meaning of Article 30, where appropriate, taking into account the relevant provisions concerning suitable candidates in Annex III and/or
whether to hold a competition internal to the institution, which shall be open only to officials and temporary staff as defined in Article 2 of the Conditions of Employment of Other Servants of the European Union;
or follow the procedure for competitions on the basis either of qualifications or of tests, or of both qualifications and tests. Annex III lays down the competition procedure.
The procedure may likewise be followed for the purpose of constituting a reserve for future recruitment.
While maintaining the principle that the vast majority of officials are to be recruited on the basis of open competitions, the appointing authority may decide, by way of derogation from point (d) and only in exceptional cases, to hold a competition internal to the institution which shall also be open to contract staff as defined in Articles 3a and 3b of the Conditions of Employment of Other Servants of the European Union. That latter category of staff shall be subject to restrictions with regard to that possibility as laid down in Article 82(7) of the Conditions of Employment of Other Servants of the European Union and with regard to the specific tasks it was entitled to perform as contract staff.
These competitions will be open only to members of the temporary staff of that institution engaged in accordance with Article 2(c) of the Conditions of Employment of other Servants of the ►M128 European Union ◄ . The institutions shall require as minimum qualifications for these competitions at least ten years of service as a temporary servant and having been recruited as a temporary servant on the basis of a selection procedure which ensured the application of the same standards as for the selection of officials in conformity with Article 12(4) of the Conditions of Employment of other servants. By derogation from paragraph (1)(a) of this Article, the Appointing Authority of the institution that engaged the temporary servant shall, before filling a vacant post in that institution, consider transfers of officials within the institution in parallel with successful candidates from these internal competitions.
Article 30
For each competition, a selection board shall be appointed by the appointing authority. This board shall draw up a list of suitable candidates.
The appointing authority shall decide which of these candidates to appoint to the vacant posts.
These candidates shall have access to adequate information on appropriate vacancies published by the institutions and agencies.
Article 31
►M131 Without prejudice to Article 29(2), officials shall be recruited only at grades SC 1 to SC 2, AST 1 to AST 4 or AD 5 to AD 8. ◄ The grade of the competition notice shall be determined by the institution in accordance with the following criteria:
the objective of recruiting officials of the highest standard as defined in Article 27;
the quality of the professional experience required.
To address specific needs of the institutions, labour market conditions prevailing in the ►M128 Union ◄ may also be taken into account when recruiting officials.
Article 32
An official shall be recruited at the first step in his grade.
The Appointing Authority may allow additional seniority up to a maximum of 24 months to take account of his professional experience. General implementing provisions shall be adopted to give effect to this Article.
Members of the temporary staff graded in accordance with the grading criteria adopted by the ►M131 appointing authority of each institution ◄ shall retain the ►C10 seniority in the step ◄ acquired in that capacity if they are appointed officials in the same grade immediately following the period of temporary service.
Article 33
Before appointment, a successful candidate shall be medically examined by one of the institution's medical officers in order that the institution may be satisfied that he fulfils the requirements of Article 28 (e).
Where a negative medical opinion is given as a result of the medical examination provided for in the first paragraph, the candidate may, within 20 days of being notified of this opinion by the institution, request that his case be submitted for the opinion of a medical committee composed of three doctors chosen by the appointing authority from among the institutions' medical officers. The medical officer responsible for the initial negative opinion shall be heard by the medical committee. The candidate may refer the opinion of a doctor of his choice to the medical committee. Where the opinion of the medical committee confirms the conclusions of the medical examination provided for in the first paragraph, the candidate shall pay 50 % of the fees and of the incidental costs.
Article 34
Where, during his probationary period, an official is prevented, by sickness, maternity leave under Article 58, or accident, from performing his duties for a continuous period of at least one month, the appointing authority may extend his probationary period by the corresponding length of time. The total length of the probationary period shall in no circumstances exceed 15 months.
That report shall be communicated to the person concerned, who shall have the right to submit his comments in writing within eight working days. The report and the comments shall be transmitted immediately by the probationer's immediate superior to the appointing authority, which shall, within three weeks, obtain the opinion of the Joint Reports Committee on the action to be taken. The appointing authority may decide to dismiss the probationer before the end of the probationary period, giving him one month's notice, or to assign the official to another department for the remaining time of the probationary period.
Should it recommend dismissal or, in exceptional circumstances, extension of the probationary period in accordance with paragraph 1, the report and the comments shall be transmitted immediately by the probationer's immediate superior to the appointing authority, which shall, within three weeks, consult the Joint Reports Committee on the action to be taken.
A probationer whose work or conduct has not proved adequate for establishment in his post shall be dismissed.
CHAPTER 2
Administrative status
Article 35
Officials shall be assigned one of the following administrative statuses:
Active employment;
Secondment;
Leave on personal grounds;
Non-active status;
Leave for military service;
Parental leave or family leave;
Leave in the interests of the service.
Section 1
ACTIVE EMPLOYMENT
Article 36
An official having active status is one who is performing the duties pertaining to the post to which he has been appointed or temporarily assigned as provided in Title IV.
Section 2
SECONDMENT
Article 37
An official on secondment ►M56 is an established official who ◄ , by decision of the appointing authority
has been directed in the' interests of the service:
has at his own request:
An official on secondment shall continue to enjoy all his rights under the conditions provided in Articles 38 and 39 and shall remain subject to all his obligations as an official of his parent institution. ►M23 Subject to the provisions of the third paragraph of Article 77 concerning pension, however, the provisions which apply to the official during the secondment referred to in the second indent of (a) in the first paragraph shall be those applicable to an official of the same grade as that assigned to him in the post to which he is seconded. ◄
Any official in active employment or on leave on personal grounds may apply for, or be offered, secondment in the interests of the service. Once the official is seconded, the leave on personal grounds shall be terminated.
Article 38
Secondment in the interests of the service shall be governed by the following rules:
the decision on secondment shall be taken by the appointing authority after hearing the official concerned;
the duration of secondment shall be determined by the appointing authority;
at the end of every six months, the official concerned may request that his secondment be terminated;
an official on secondment pursuant to the first indent of Article 37 (a) shall be entitled to a salary differential where the total remuneration carried by the post to which he is seconded is less than that carried by his grade and step in his parent institution; he shall likewise be entitled to reimbursement of all additional expenses entailed by his secondment;
an official on secondment pursant to the first indent of Article 37 (a) shall continue to pay pension contributions based on the salary for active employment carried by his grade and step in his parent institution;
an official on secondment shall retain his post, his right to advancement to a higher step and his eligibility for promotion;
when his secondment ends an official shall at once be reinstated in the post formerly occupied by him.
Article 39
Secondment at an official's own request shall be governed by the following rules:
the decision on secondment shall be taken by the appointing authority who shall determine its duration;
within six months of taking up his new duties an official may request that his secondment be terminated; he shall then be reinstated at once in the post formerly occupied by him;
at the end of this period of six months, another person may be appointed to his post;
during the period of secondment, pension contributions and any pension rights shall be calculated by reference to the salary for active employment carried by his grade and step in his parent institution .
However, an official on secondment under the second indent of Article 37 (1) (b) who acquires pension rights in the body to which he is seconded shall cease to be affiliated to the pension scheme in his original institution for the duration of this secondment.
An official who becomes an invalid while on secondment within the meaning of Article 37 (1) (b), second indent, and the dependents of an official who dies during the same period, shall be entitled under these Staff Regulations to ►M112 the invalidity allowance or survivor's pension ◄ less any amounts paid to them on the same grounds and for the same period by the body to whom the official was seconded.
This provision shall not result in the official or his dependants being entitled to a total pension higher than the maximum amount he would have received pursuant to these Staff Regulations;
during the period of secondment, the official shall retain his right to advancement to a higher step;
when his secondment ends an official must be reinstated in the first post corresponding to his grade which falls vacant in his ►M112 function group ◄ provided that he satisfies the requirements for that post. If he declines the post offered to him he shall retain his right to reinstatement when the next vacancy corresponding to his grade occurs in his ►M112 function group ◄ , subject to the same proviso; if he declines a second time, he may be required to resign after the Joint Committee has been consulted. Until effectively reinstated he shall continue to be on secondment but unpaid.
Section 3
LEAVE ON PERSONAL GROUNDS
Article 40
Extensions may be for periods not exceeding one year. The total length of leave on personal grounds may not exceed ►M131 12 years ◄ in the course of the official's entire career.
If, however, an official applies for such leave in order to be able:
to bring up a child considered as a dependant of the official within the meaning of Article 2(2) of Annex VII and who suffers from a serious mental or physical handicap recognised by the medical officer of the institution and who requires constant care or supervision; or
to follow his spouse, the latter also being an official or other servant of the Union required in the course of his duties to establish his habitual residence at such a distance from the place of employment of the applicant official that the establishment of their conjugal home in such a place would inconvenience the applicant official in the performance of his duties; or
to assist his spouse, a relative in the ascending line, a relative in the descending line, a brother or a sister in the case of medically certified serious illness or disability,
the leave may be extended without limits, provided that, at the time of each extension, the conditions which warranted the grant of the leave continue to be fulfilled.
►M112 However, an official who is not engaged in a gainful activity may, not later than one month following that in which the leave on personal grounds begins, apply to continue to be covered in accordance with those articles, provided that he bears half the cost of the contributions required to cover the risks referred to in Articles 72(1) and 73(1) for the first year of the leave on personal grounds and the full cost during the remainder of such leave. Cover in accordance with Article 73 shall be available only if cover has been obtained in accordance with Article 72. The contributions shall be calculated by reference to the official's last basic salary. ◄ Moreover, the official who proves that he cannot acquire pension rights for another pension scheme may apply to continue to acquire further pension rights for a maximum of one year, provided that he bears the cost of the contribution equal to three times the rate laid down ►M56 in Article 83 (2); the contributions shall be calculated by reference to the basic salary for the official's grade and step ◄ .
Leave on personal grounds shall be governed by the following rules:
it shall be granted at the request of the official concerned by the appointing authority;
application for extension shall be made two months before the leave expires;
another person may be appointed to the post occupied by the official;
on the expiry of his leave an official must be reinstated in the first post corresponding to his grade which falls vacant in his ►M112 function group ◄ , provided that he satisfies the requirements for that post. If he declines the post offered to him, he shall retain his right to reinstatement when the next vacancy corresponding to his grade occurs in his ►M112 function group ◄ , subject to the same proviso; if he declines a second time, he may be required to resign after the Joint Committee has been consulted. Until effectively reinstated ►M112 or placed on secondment ◄ he shall remain on unpaid leave on personal grounds.
Section 4
NON-ACTIVE STATUS
Article 41
The appointing authority shall, after consulting the Joint Committee, decide what types of posts are to be affected by such measures.
The appointing authority shall draw up a list of the officials to be affected by such measures, after consulting the Joint Committee, taking into account the officials' ability, efficiency, conduct in the service, family circumstances and seniority. Any official occupying one of the posts referred to in the preceding subparagraph who expresses the wish to be assigned non-active status shall automatically be entered on this list.
Officials whose names appear on this list shall be declared to have non-active status by decision of the appointing authority.
For a period of two years from the date of being assigned non-active status an official shall have priority for reinstatement in any post in his ►M112 function group ◄ corresponding to his grade which may fall vacant or be created, provided that he has the necessary qualifications.
An official placed on non-active status shall receive an allowance calculated in accordance with Annex IV.
Income received by the official from any new employment during this period shall be deducted from the allowance provided for in the preceding subparagraph in that income and the allowance together exceed the total remuneration last received by the official, calculated by reference to the table of salaries applicable on the first day of the month for which the allowance is to be paid.
The official shall furnish such written proof as may be required and inform the institution of any facts liable to affect his entitlement.
No correction coefficient shall be applicable to the allowance.
However, the allowance and the total remuneration last received, as referred to in the fourth subparagraph of this Article, shall be subject to the ►C17 weighting referred to in point (a) of Article 3(5) of Annex XI, ◄ at the rate fixed for the Member State where the recipient proves he has his residence, provided that Member State was the recipient's last place of employment. In such cases, if the currency of the Member State is not the euro, this allowance is calculated on the basis of the exchange rates provided for in Article 63 of these Staff Regulations.
Section 5
LEAVE FOR MILITARY SERVICE
Article 42
An official who is called up for military service or for reserve training or is recalled to serve in the armed forces shall be assigned the special status ‘leave for military service’.
An official who is called up for military service shall cease to receive his remuneration but shall retain his right to advancement to a higher step and promotion under these Staff Regulations. He shall also continue to enjoy retirement pension rights in respect of his period of service in the armed forces if, after completing it, he pays up his pension contributions.
An official who is called up for reserve training or recalled to serve in the armed forces shall, during the period of training or recall, continue to receive his remuneration subject to deduction of an amount equal to his service pay.
Section 6
PARENTAL OR FAMILY LEAVE
Article 42a
An official shall be entitled to up to six months of parental leave without basic salary for every child, to be taken during the first twelve years after the birth or adoption of the child. The duration of the leave may be doubled for single parents recognised under general implementing provisions adopted by the appointing authority of each institution and for parents of dependent children with a disability or a severe illness recognised by the institution's medical officer. The minimum leave taken at any one time shall not be less than one month.
During parental leave, the official's membership of the social security scheme shall continue; the acquisition of pension rights, dependent child allowance and education allowance shall be maintained. The official shall retain his post, and continue to be entitled to advancement to a higher step or promotion in grade. The leave may be taken as full-time or half-time leave. Where parental leave is taken in the form of half-time leave, the maximum period provided for in the first paragraph shall be doubled. During parental leave, an official shall be entitled to an allowance of ►M151 EUR 1 075,51 ◄ per month, or 50 % of such sum if on half-time leave, but may not engage in any other gainful employment. The full contribution to the social security scheme provided for in Articles 72 and 73 shall be borne by the institution and calculated on the basis of the basic salary of the official. However, in the case of half-time leave this provision shall apply only to the difference between the full basic salary and the proportionally reduced basic salary. For the part of the basic salary actually received, the official's contribution shall be calculated by using the same percentages as if he were in full-time employment.
The allowance shall be ►M140 ►M151 EUR 1 434,02 ◄ for single parents ◄ per month, or 50 % of such sum if the official is on half-time leave, for the single parents and parents of dependent children with a disability or a severe illness recognised by the medical officer referred to in the first paragraph and during the first three months of parental leave where such leave is taken by the father during maternity leave or by either parent immediately after maternity leave or during or immediately after adoption leave.
Parental leave may be extended for a further six months with an allowance limited to 50 % of the amount referred to in the second paragraph. For single parents as referred to in the first paragraph, parental leave may be extended for a further twelve months with an allowance limited to 50 % of the amount referred to in the third paragraph.
The amounts mentioned in this Article shall be updated in line with remuneration.
Article 42b
In the case of medically certified serious illness or disability of an official's spouse, relative in the ascending line, relative in the descending line, brother or sister, the official shall be entitled to a period of family leave without basic salary. The total period of such leave shall not exceed nine months over the official's entire career.
The second paragraph of Article 42a shall apply.
Section 7
LEAVE IN THE INTERESTS OF THE SERVICE
Article 42c
At the earliest five years before the official's pensionable age, an official with at least ten years of service may be placed by decision of the appointing authority on leave in the interests of the service for organisational needs linked to the acquisition of new competences within the institutions.
The total number of officials placed on leave in the interests of the service each year shall not be higher than 5 % of the officials in all institutions who retired the previous year. The total number thus calculated shall be allocated to each institution according to their respective numbers of officials at 31 December of the preceding year. The result of such allocation shall be rounded up to the nearest whole number in each institution.
Such leave shall not constitute a disciplinary measure.
The duration of the leave shall correspond in principle to the period until the official reaches pensionable age. However, in exceptional situations, the appointing authority may decide to put an end to the leave and reinstate the official.
When the official placed on leave in the interests of the service reaches pensionable age, he shall automatically be retired.
Leave in the interests of the service shall be governed by the following rules:
another official may be appointed to the post occupied by the official;
an official on leave in the interests of the service shall not be entitled to advancement to a higher step or promotion in grade.
An official thus placed on leave shall receive an allowance calculated in accordance with Annex IV.
At the official's request, the allowance shall be subject to contributions to the pension scheme, calculated on the basis of that allowance. In such a case, the period of service as an official on leave in the interests of the service shall be taken into account for the purpose of calculating years of pensionable service within the meaning of Article 2 of Annex VIII.
The allowance shall not be subject to a correction coefficient.
CHAPTER 3
Reports, advancement to a higher step and promotion
Article 43
The ability, efficiency and conduct in the service of each official shall be the subject of an annual report as provided for by the appointing authority of each institution in accordance with Article 110. That report shall state whether or not the performance level of the official has been satisfactory. The appointing authority of each institution shall lay down provisions conferring the right to lodge an appeal within the reporting procedure, which has to be exercised before the lodging of a complaint as referred to in Article 90(2).
As of grade AST 5, the report may also contain an opinion as to whether the official, on the basis of his performance, has the potential to carry out an administrator's function.
The report shall be communicated to the official. He shall be entitled to make any comments thereon which he considers relevant.
Article 44
An official who has been at one step in his grade for two years shall automatically advance to the next step in that grade, unless his performance has been evaluated as unsatisfactory pursuant to the last annual report referred to in Article 43. An official shall advance to the next step in his grade after no later than four years, unless the procedure laid down in Article 51(1) is applied.
If an official is appointed head of unit, director or director-general in the same grade, and provided that his performance has been satisfactory within the meaning of Article 43 during the first nine months following his appointment, he shall retroactively benefit from advancement by one step in that grade at the time the appointment comes into effect. This advancement shall lead to an increase in his basic monthly salary corresponding to the percentage between the first and the second step in each grade. If the increase is less or if the official at that time is already in the last step of his grade, he shall receive an increase in basic salary ensuring the increase between the first and second step until his next promotion comes into effect.
Article 45
Article 45a
By way of derogation from Article 5 (3) (b) and (c), an official in function group AST may, from grade 5, be appointed to a post in function group AD, on condition that:
he has been selected in accordance with the procedure laid down in paragraph 2 of this Article to take part in a compulsory training programme as set out in point (b) of this paragraph,
he has completed a training programme defined by the Appointing Authority comprising a set of compulsory training modules, and
he is on the list drawn up by the Appointing Authority of candidates who have passed an oral and written examination demonstrating that he has successfully taken part in the training programme mentioned under point (b) of this paragraph. The contents of this examination shall be determined in accordance with Article 7(2)(c) of Annex III.
This committee may hear officials who have applied to take part in the aforesaid training programme, and representatives of the Appointing Authority. It shall, by a majority vote, deliver a reasoned opinion on the draft list proposed by the Appointing Authority. The Appointing Authority shall adopt the list of officials who are entitled to take part in the aforesaid training programme.
Article 46
An official appointed to a higher grade in accordance with Article 45 shall be placed in the initial step in that grade. However, officials in grades AD 9 to AD 13 carrying out the duties of head of unit who are appointed to a higher grade in accordance with Article 45 shall be placed in the second step of the new grade. The same arrangement shall apply to any official:
who upon promotion is appointed director or director-general, or
who is director or director-general and to whom the last sentence of the second paragraph of Article 44 applies.
CHAPTER 4
Termination of service
Article 47
Services shall be terminated by:
resignation;
compulsory resignation;
retirement in the interests of the service;
dismissal for incompetence;
removal from post;
retirement; or
death.
Section 1
RESIGNATION
Article 48
An official wishing to resign shall state unequivocally in writing his intention to leave the service of the institution definitively.
The appointing authority shall give its decision confirming the definitive resignation within one month of receiving the letter of resignation. ►M23 The appointing authority may, however, refuse to accept the resignation if disciplinary proceedings against the official are in progress at the date of receipt of the letter of resignation or if such proceedings are started within the following thirty days. ◄
Resignation shall take effect on the date specified by the Appointing Authority; that date shall not be more than three months after the date proposed by the official in his letter of resignation in the case of officials in function group AD, and not more than one month in the case of officials in ►M131 function groups AST and AST/SC. ◄
Section 2
COMPULSORY RESIGNATION
Article 49
An official may be required to resign only where he ceases to fulfil the conditions laid down in Article 28 (a), or ►M23 in the cases provided for in Articles ►M112 ————— ◄ 39, 40 and 41 (4) and (5) and in the second paragraph of Article 14 of Annex VIII. ◄
Reasoned decisions requiring officials to resign shall be taken by the appointing authority after consulting the Joint Committee and hearing the official concerned.
Section 3
RETIREMENT IN THE INTERESTS OF THE SERVICE
Article 50
►M112 A senior official as defined in Article 29(2) ◄ may be retired in the interests of the service by decision of the appointing authority.
Such retirement shall not constitute a disciplinary measure.
An official thus retired who is not assigned to another post ►M112 ————— ◄ corresponding to his grade shall receive an allowance calculated in accordance with Annex IV.
Income received by the official from any new employment during this period shall be deducted from the allowance provided for in the preceding paragraph if that income and the allowance together exceed the total remuneration last received by the official calculated by reference to the table of salaries applicable on the first day of the month for which the allowance is to be paid.
The person concerned shall be required to provide on request written proof and to notify his or her institution of any factor that may affect entitlement to the benefit.
The allowance shall not be subject to a correction coefficient.
Article 45, third, fourth and fifth paragraphs, of Annex VIII shall apply by analogy.
When the official's entitlement to the allowance ceases, he shall be entitled, provided he has attained the age of ►M131 fifty-eight ◄ years, to receive payment of pension without applying the reduction laid down in Article 9 of Annex VIII.
Section 4
PROCEDURES FOR DEALING WITH INCOMPETENCE
Article 51
When adopting internal provisions, the appointing authority of each institution shall respect the following requirements:
an official who, on the basis of three consecutive unsatisfactory annual reports as referred to in Article 43, still shows no progress in his professional competence shall be downgraded by one grade. If the following two annual reports still show unsatisfactory performance, the official shall be dismissed;
any proposal to downgrade or dismiss an official shall set out the reasons on which it is based and shall be communicated to the official concerned. The proposal from the appointing authority shall be referred to the Joint Advisory Committee provided for in Article 9(6).
The allowance shall not be paid if the official resigns after the start of the procedure referred to in paragraphs 1 and 2 or if he is entitled to the immediate payment of a full pension. If he is entitled to unemployment benefit under a national unemployment scheme, the amount of that benefit shall be deducted from the above allowance.
The period during which the payments referred to in paragraph 5 are to be made shall be:
three months where the official has completed less than five years’ service at the date on which the dismissal decision is taken;
six months where the official has completed at least five years’ service but less than 10;
nine months where the official has completed at least 10 years’ service but less than 20;
12 months where the official has completed at least 20 years’ service.
Section 5
RETIREMENT
Article 52
Without prejudice to the provisions of Article 50, an official shall be retired:
either automatically on the last day of the month in which he reaches the age of 66, or
at his own request on the last day of the month in respect of which the request was submitted where he has reached pensionable age or where he is between 58 and pensionable age and satisfies the requirements for immediate payment of a pension in accordance with Article 9 of Annex VIII. The second sentence of the second paragraph of Article 48 shall apply by analogy.
However, an official may at his own request, and where the appointing authority considers it justified in the interests of the service, carry on working until the age of 67, or exceptionally, until the age of 70, in which case he shall be retired automatically on the last day of the month in which he reaches that age.
Where the appointing authority decides to authorise an official to remain in service beyond the age of 66, that authorisation shall be granted for a maximum duration of one year. It may be renewed at the official's request.
Article 53
An official to whom the Invalidity Committee finds that the provisions of Article 78 apply ►M62 shall automatically be retired on the last day of the month in which the appointing authority recognizes his permanent incapacity to perform his duties ◄ .
Section 6
HONORARY RANK
Article 54
On termination of service an official may be given an honorary rank in either his ►M112 grade or the next higher grade ◄ , by decision of the appointing authority.
No pecuniary benefits shall attach to such honorary rank.
TITLE IV
WORKING CONDITIONS OF OFFICIALS
CHAPTER 1
Hours of work
Article 55
An official ►M31 ————— ◄ may, moreover, be required because of exigencies of the service or safety rules to remain on standby duty at his place of work or at home outside normal working hours. ►M131 The appointing authority of each institution shall lay down detailed rules for the application of this paragraph after consulting the Staff Committee. ◄
◄
Article 55a
The Appointing Authority may grant such authorisation if this is compatible with the interests of the service.
The official shall be entitled to authorisation in the following cases:
to care for a dependent child under 9 years of age,
to care for a dependent child aged between 9 and 12, if the reduction in working time is no more than 20 % of normal working time,
to care for a dependent child until he reaches the age of 14 when the official is a single parent,
in cases of serious hardship, to care for a dependent child until he reaches the age of 14 if the reduction in working time is no more than 5 % of normal working time. In that case, the first two paragraphs of Article 3 of Annex IVa shall not apply. Where both parents are employed in the service of the Union, only one shall be entitled to such reduction,
to care for a seriously ill or disabled spouse, relative in the ascending line, relative in the descending line, brother or sister,
to take part in further training, or
as of the age of 58 during the last three years before he reaches pensionable age.
Where part-time is requested in order to take part in further training, or during the last three years before reaching pensionable age, but not before the age of 58, the appointing authority may refuse authorisation or postpone its date of effect only in exceptional circumstances and for overriding service-related reasons.
Where such entitlement to authorisation is exercised to care for a seriously ill or disabled spouse, relative in the ascending line, relative in the descending line, brother or sister, or to take part in further training, the total of all such periods shall not exceed five years over the official's career.
Article 55b
An official may request authorisation to work half-time in the form of job-sharing in a post identified by the Appointing Authority as appropriate for that purpose. The authorisation to work half-time by job-sharing shall not be limited in time. It may, however, be withdrawn by the Appointing Authority in the interests of the service giving the official six months' notice. Likewise, the Appointing Authority may, on application of the official concerned and giving at least six months' notice, withdraw the authorisation. In this case, the official may be transferred to a different post.
Article 59a and, except for the third sentence of paragraph 2, Article 3 of Annex IVa shall apply.
The Appointing Authority may lay down detailed rules for the application of this Article.
Article 56
An official may not be required to work overtime except in cases of urgency or exceptional pressure of work; night work, and all work on Sundays or public holidays, may be authorised only in accordance with the procedure laid down by the appointing authority. ►M23 The total overtime which an official may be asked to work shall not exceed 150 hours in any six months. ◄
Overtime worked by officials in ►M112 function group AD, and in function group AST 5 to 11. ◄ shall carry no right to compensation or remuneration.
As provided in Annex VI, overtime worked by officials in grades SC 1 to SC 6 and grades AST 1 to AST 4 shall entitle them either to compensatory leave or to remuneration where requirements of the service do not allow compensatory leave during two months following that in which the overtime was worked.
Article 56a
An official ►M30 ————— ◄ who is expected to work regularly at night, on Saturdays, Sundays or public holidays shall, be entitled to special allowances when doing shiftwork which is required by the institution because of the exigencies of the service or safety rules and which is regarded by it as a regular and permanent feature.
After consulting the Staff Regulations Committee, the Commission shall determine, by means of delegated acts in accordance with Articles 111 and 112, the categories of officials entitled to such allowances, the conditions for granting the allowances and the rates thereof.
The normal working hours of an official on shiftwork must not exceed the annual total of normal working hours.
Article 56b
An official ►M31 ————— ◄ ►C21 shall be entitled to special allowances when regularly required in accordance with a decision taken by the appointing authority because of the exigencies of the service or safety rules to remain on standby duty at his place of work or at home outside normal working hours. ◄
After consulting the Staff Regulations Committee, the Commission shall determine, by means of delegated acts in accordance with Articles 111 and 112, the categories of officials entitled to such allowances, the conditions for granting the allowances and the rates thereof.
Article 56c
Special allowances may be granted to certain officials to compensate for particularly arduous working conditions.
After consulting the Staff Regulations Committee, the Commission shall determine, by means of delegated acts in accordance with Articles 111 and 112, the categories of officials entitled to the special allowances, the conditions for granting such allowances and the rates thereof.
CHAPTER 2
Leave
Article 57
Officials shall be entitled to annual leave of not less than twenty-four working days nor more than thirty working days per calendar year, in accordance with rules, to be laid down by common accord of the ►M131 appointing authorities of the institutions ◄ of the ►M128 Union ◄ , after consulting the Staff Regulations Committee.
Apart from this annual leave an official, on application may, exceptionally be granted special leave. The rules relating to granting such leave are laid down in Annex V.
Article 58
Pregnant women shall, in addition to the leave provided for in Article 57, be entitled on production of a medical certificate to 20 weeks of leave. The leave shall start not earlier than six weeks before the expected date of confinement shown in the certificate and end not earlier than 14 weeks after the date of confinement. In the case of multiple or premature birth or the birth of a child with a disability or serious illness, the duration shall be 24 weeks. Premature birth for the purposes of this provision is a birth taking place before the end of the 34th week of pregnancy.
Article 59
The official concerned shall notify his institution of his incapacity as soon as possible and at the same time state his current address. He shall produce a medical certificate if he is absent for more than three days. This certificate must be sent on the fifth day of absence at the latest, as evidenced by the date as postmarked. Failing this, and unless failure to send the certificate is due to reasons beyond his control, the official's absence shall be considered as unauthorised.
The official may at any time be required to undergo a medical examination arranged by the institution. If the examination cannot take place for reasons attributable to the official, his absence shall be considered as unauthorised as from the date that the examination is due to take place.
If the finding made in the examination is that the official is able to carry out his duties, his absence shall, subject to the following subparagraph, be regarded as unjustified from the date of the examination.
If the official considers the conclusions of the medical examination arranged by the Appointing Authority to be unjustified on medical grounds, he or a doctor acting on his behalf may within two days submit to the institution a request that the matter be referred to an independent doctor for an opinion.
The institution shall immediately transmit the request to another doctor agreed upon by the official's doctor and the institution's medical officer. Failing such agreement within five days of the request, the institution shall select a person from a list of independent doctors to be established for this purpose each year by common consent of the Appointing Authority and the Staff Committee. The official may within two working days object to the institution's choice, whereupon the institution shall choose another person from the list, which choice shall be final.
The independent doctor's opinion given after consultation of the official's doctor and the institution's medical officer shall be binding. Where the independent doctor's opinion confirms the conclusion of the examination arranged by the institution, the absence shall be treated as unjustified from the date of that examination. Where the independent doctor's opinion does not confirm the conclusion of that examination, the absence shall be treated for all purposes as having been justified.
In cases of dispute, the procedure laid down in the fifth to seventh subparagraphs of paragraph 1 shall apply.
In the latter case, the practitioner's fees shall be payable by the institution up to a maximum amount fixed for a period of no more than three years by the Appointing Authority after consulting the Staff Regulations Committee.
Article 59a
The annual leave of an official who is authorised to work part time shall, for as long as he is so authorised, be reduced proportionally.
Article 60
Except in case of sickness or accident, an official may not be absent without prior permission from his immediate superior. Without prejudice to any disciplinary measures that may apply, any unauthorised absence which is duly established shall be deducted from the annual leave of the official concerned. If he has used up his annual leave, he shall forfeit his remuneration for an equivalent period.
If an official wishes to spend sick leave elsewhere than at the place where he is employed he shall obtain prior permission from the appointing authority.
CHAPTER 3
Public holidays
Article 61
Lists of public holidays shall be drawn up by agreement between the appointing authorities of the institutions of the Union after consulting the Staff Regulations Committee.
TITLE V
EMOLUMENTS AND SOCIAL SECURITY FOR OFFICIALS
CHAPTER 1
Remuneration and expenses
Section 1
REMUNERATION
Article 62
In accordance with Annex VII and save as otherwise expressly provided, an official who is duly appointed shall be entitled to the remuneration carried by his grade and step.
An official may not waive his entitlement to remuneration.
Remuneration shall comprise basic salary, family allowances and other allowances.
Article 63
Officials’ remuneration shall be expressed in euros. It shall be paid in the currency of the country in which the official performs his duties or in euros.
Remuneration paid in a currency other than euros shall be calculated on the basis of the exchange rates used for the implementation of the general budget of the European Union on 1 July of that year.
Every year the exchange rates shall be updated retroactively at the time of the annual update of remuneration provided for in Article 65.
Article 64
An official's remuneration expressed in euros shall, after the compulsory deductions set out in these Staff Regulations or in any implementing regulations have been made, be weighted at a rate above, below or equal to 100 %, depending on living conditions in the various places of employment.
The correction coefficients shall be created or withdrawn as well as annually updated in accordance with Annex XI. With respect to the update, all values shall be understood as reference values. The Commission shall publish the updated values within two weeks after the update in the C series of the Official Journal of the European Union for information purposes.
No correction coefficient shall be applicable in Belgium and Luxembourg, having regard to the special referential role of those places of employment as principal and original seats of most of the institutions.
Article 65
The amounts referred to in the second and third paragraphs of Article 42a, Articles 66 and 69, Articles 1(1), 2(1), 3(1) and (2), 4(1), 7(2), 8(2), 10(1) of Annex VII and Article 8(2) of Annex XIII, and in the former Article 4a of Annex VII to be updated in accordance with Article 18(1) of Annex XIII, the amounts referred to in Article 24(3), the second subparagraph of Article 28a(3), Articles 28a(7), 93, 94, the second subparagraph of Article 96(3) and Articles 96(7), 133, 134 and 136 of the Conditions of Employment of Other Servants, the amounts referred to in the first subparagraph of Article 1(1) of Council Regulation (ECSC, EEC, Euratom) No 300/76 ( 9 ) and the coefficient for the amounts referred to in Article 4 of Council Regulation (EEC, Euratom, ECSC) No 260/68 ( 10 ) shall be updated annually in accordance with Annex XI. The Commission shall publish the updated amounts within two weeks after the update in the C series of the Official Journal of the European Union for information purposes.
Article 65a
The rules for implementing Articles 64 and 65 are set out in Annex XI.
Article 66
Basic monthly salaries are for each grade and step in function groups AD and AST as provided in the following table:
|
1.1.2022 |
STEPS |
||||
|
GRADES |
1 |
2 |
3 |
4 |
5 |
|
16 |
19 958,49 |
20 797,17 |
21 671,09 |
|
|
|
15 |
17 639,97 |
18 381,23 |
19 153,62 |
19 686,51 |
19 958,49 |
|
14 |
15 590,76 |
16 245,92 |
16 928,59 |
17 399,57 |
17 639,97 |
|
13 |
13 779,65 |
14 358,68 |
14 962,04 |
15 378,33 |
15 590,76 |
|
12 |
12 178,90 |
12 690,67 |
13 223,96 |
13 591,86 |
13 779,65 |
|
11 |
10 764,11 |
11 216,42 |
11 687,75 |
12 012,93 |
12 178,90 |
|
10 |
9 513,69 |
9 913,45 |
10 330,05 |
10 617,43 |
10 764,11 |
|
9 |
8 408,50 |
8 761,84 |
9 130,04 |
9 384,03 |
9 513,69 |
|
8 |
7 431,71 |
7 744,00 |
8 069,41 |
8 293,92 |
8 408,50 |
|
7 |
6 568,39 |
6 844,41 |
7 132,01 |
7 330,44 |
7 431,71 |
|
6 |
5 805,35 |
6 049,31 |
6 303,50 |
6 478,88 |
6 568,39 |
|
5 |
5 130,98 |
5 346,58 |
5 571,25 |
5 726,26 |
5 805,35 |
|
4 |
4 534,93 |
4 725,47 |
4 924,05 |
5 061,05 |
5 130,98 |
|
3 |
4 008,09 |
4 176,54 |
4 352,05 |
4 473,11 |
4 534,93 |
|
2 |
3 542,50 |
3 691,35 |
3 846,47 |
3 953,49 |
4 008,09 |
|
1 |
3 130,98 |
3 262,54 |
3 399,63 |
3 494,24 |
3 542,50 |
Basic monthly salaries are for each grade and step in function group AST/SC as provided in the following table:
|
1.1.2022 |
STEPS |
||||
|
GRADES |
1 |
2 |
3 |
4 |
5 |
|
6 |
5 090,25 |
5 304,16 |
5 527,04 |
5 680,79 |
5 759,29 |
|
5 |
4 498,93 |
4 687,98 |
4 885,67 |
5 020,88 |
5 090,25 |
|
4 |
3 976,31 |
4 143,39 |
4 317,51 |
4 437,63 |
4 498,93 |
|
3 |
3 514,38 |
3 662,06 |
3 815,97 |
3 922,11 |
3 976,31 |
|
2 |
3 106,12 |
3 236,66 |
3 372,68 |
3 466,50 |
3 514,38 |
|
1 |
2 745,30 |
2 860,67 |
2 980,88 |
3 063,79 |
3 106,12 |
Article 66a
The base for the solidarity levy shall be the basic salary used to calculate remuneration, minus:
social security and pension contributions and the tax, before solidarity levy, payable by an official in the same grade and step without dependants within the meaning of Article 2 of Annex VII, and
an amount equal to the basic salary of an official in grade AST 1, step 1.
The components used to determine the base for the solidarity levy shall be expressed in euro and weighted at 100.
Article 67
Paragraphs 2 and 3 shall apply where family allowances are paid to such a person.
Article 68
The family allowances specified in Article 67 (1) shall continue to be payable where the official is entitled to allowance under Article 41 or under Article 34 or 42 of the former Staff Regulations of the European Coal and Steel Community.
The person concerned shall declare allowances of like nature which he receives from other sources for the same child; such allowances shall be deducted from those paid under Articles 1, 2 and 3 of Annex VII.
Article 68a
An official who is authorised to work part time shall be entitled to remuneration calculated as provided for in Annex IVa.
Article 69
The expatriation allowance shall be equal to 16 % of the total of the basic salary, ►M25 household allowance ◄ and dependent child allowance to which the official is entitled. The expatriation allowance shall be not less than ►M151 EUR 596,18 ◄ per month.
Article 70
In the event of an official's death, the surviving spouse or dependent children shall receive the deceased's full remuneration until the end of the third month after the month in which the death occurred.
In the event of the death of a person entitled to a pension or invalidity allowance, the above provisions shall apply in respect of the deceased's pension or allowance.
▼M112 —————
Section 2
EXPENSES
Article 71
An official shall be entitled, as provided in Annex VII, to reimbursement of expenses incurred by him on taking up appointment, transfer, or leaving the service, and also to expenses incurred by him in the course of or in connection with the performance of his duties.
CHAPTER 2
Social security benefits
Article 72
The unmarried partner of an official shall be treated as the spouse under the sickness insurance scheme, where the first three conditions in Article 1(2)(c) of Annex VII are met.
The ►M131 appointing authorities of the institutions ◄ may, under the rules referred to in the first subparagraph, confer on one of their number the power to lay down the rules governing the reimbursement of expenses in accordance with the procedure laid down in Article 110.
One-third of the contribution required to meet such insurance cover shall be charged to the official but so that the amount charged to him shall not exceed 2 % of his basic salary.
By decision of the appointing authority taken after consulting the institution's medical officer, the period of one month for making application and the six months' limit specified in the preceding paragraph shall not apply where the person concerned is suffering from a serious or protracted illness which he contracted before leaving the service and of which he notified the institution before the end of the six months' period specified in the preceding subparagraph, provided that the person concerned undergoes a medical examination arranged by the institution.
Those benefits shall also apply to the person entitled to survivor's pension following the death of an official who was in active employment or who remained in the service of the ►M128 Union ◄ ►M131 until pensionable age ◄ , or the death of a person entitled to an invalidity allowance. The amount of contribution shall be calculated by reference to the amount of the survivor's pension.
The following shall likewise be entitled to the benefits provided for in paragraph 1, on condition that they are not in gainful employment:
The contribution referred to in paragraph 1 shall be calculated by reference to the former official's pension before application, where appropriate, of the reduction coefficient provided for in Article 9 of Annex VIII to the Staff Regulations.
However, persons entitled to an orphan's pension shall not receive the benefit provided for in paragraph 1 unless they apply for it. The contribution shall be calculated by reference to the orphan's pension.
Where the total which they would receive by way of reimbursement exceeds the sum of the reimbursements provided for in paragraph 1, the difference shall be deducted from the amount to be reimbursed pursuant to paragraph 1, with the exception of reimbursements obtained under a private supplementary sickness insurance scheme covering that part of the expenditure which is not reimbursable by the sickness insurance scheme of the ►M128 Union ◄ .
Article 73
Such rules shall specify which risks are not covered.
The benefits payable shall be as follows:
In the event of death:
Payment to the persons listed below of a lump sum equal to five times the deceased's annual basic salary calculated by reference to the amounts of salary received during the twelve months before the accident:
In the event of total permanent invalidity:
Payment to the official of a lump sum equal to eight times his annual basic salary calculated on the basis of the amounts of salary received during the twelve months before the accident.
In the event of partial permanent invalidity:
Payment to the official of a proportion of the sum provided for in subparagraph (b), calculated by reference to the scale laid down in the rules referred to in paragraph 1.
As provided in these rules an annuity may be substituted for the payments provided for above.
The benefits listed above may be paid in addition to the benefits provided for in Chapter 3.
Reimbursement shall, however, only be made where the amount paid to the officials under Article 72 does not fully cover the expenditure incurred.
▼M62 —————
Article 74
The same grant shall be paid to an official who adopts a child who is less than five years of age and is a dependant within the meaning of Article 2 (2) of Annex VII.
Article 75
In the event of the death of an official, an official's spouse or dependent child, or any other dependent person within the meaning of Article 2 of Annex VII who lived as part of the official's household, the institution shall reimburse the costs involved in transporting the body from the official's place of employment to his place of origin.
However, in the event of an official's death during a mission, the institution shall bear the costs involved in transporting the body from the place where death occurs to the official's place of origin.
Article 76
Gifts, loans or advances may be made to officials, former officials or where an official has died, to those entitled under him who are in a particularly difficult position as a result of serious or protracted illness or by reason of ►M112 a disability or ◄ family circumstances.
Article 76a
A surviving spouse who has a serious or protracted illness or who is disabled may receive financial aid increasing the pension from the ►M131 appointing authorities of the institutions ◄ for the duration of the illness or disability on the basis of an examination of the social and medical circumstances of the person concerned. Rules implementing this Article shall be fixed by common accord between the institutions, after consulting the Staff Regulations Committee.
CHAPTER 3
Pensions and invalidity allowance
Article 77
An official who has completed at least ten year's service shall be entitled to a retirement pension. He shall, however, be entitled to such pension, irrespective of length of service, if he is over pensionable age, if it has not been possible to reinstate him during a period of non-active status or in the event of retirement in the interests of the service.
The maximum retirement pension shall be 70 % of the final basic salary carried by the last grade in which the official was classified for at least one year. 1,80 % of that final basic salary shall be payable to an official for each year of service reckoned in accordance with Article 3 of Annex VIII.
However, in the case of officials who have been assisting a person holding an office provided for in the Treaty on European Union or the Treaty on the Functioning of the European Union, the elected President of one of the institutions or organs of the Union or the elected Chairman of one of the political groups in the European Parliament, the entitlement to pensions corresponding to the years of pensionable service acquired while working in that capacity shall be calculated by reference to the final basic salary received during that time if the basic salary received exceeds that taken as reference for the purposes of the second paragraph of this Article.
The amount of the retirement pension must not be less than 4 % of the minimum subsistence figure per year of service.
The pensionable age shall be 66 years.
The pensionable age shall be assessed every five years starting on 1 January 2014 on the basis of a report by the Commission to the European Parliament and to the Council. The report shall examine, in particular, the evolution of pensionable age for staff in the civil services of the Member States and the evolution of life expectancy of officials of the institutions.
Where appropriate, the Commission shall make a proposal amending the pensionable age in line with the conclusions of that report, paying particular attention to developments in the Member States.
Article 78
An official shall be entitled, in the manner provided for in Articles 13 to 16 of Annex VIII, to an invalidity allowance in the case of total permanent invalidity preventing him from performing the duties corresponding to a post in his function group.
Article 52 shall apply by analogy to recipients of an invalidity allowance. If the recipient of an invalidity allowance retires before the age of 66 without having reached the maximum pension entitlement, the general rules on retirement pensions shall be applied. The amount of the retirement pension shall be based on the salary for the grade and step occupied by the official when he became an invalid.
The invalidity allowance shall be equal to 70 % of the official's last basic salary. However, it may not be less than the minimum subsistence figure.
The invalidity allowance shall be subject to contributions to the pension scheme, calculated on the basis of that allowance.
Where the invalidity arises from an accident in the course of or in connection with the performance of an official's duties, from an occupational disease, from a public-spirited act or from risking his life to save another human being, the invalidity allowance may not be less than 120 % of the minimum subsistence figure. In such cases, moreover, contributions to the pension scheme shall be paid in full from the budget of the institution or body referred to in Article 1b.
Article 79
The ►M112 surviving spouse ◄ of an official or of a former official shall be entitled in the manner provided in chapter 4 of Annex VIII to a survivor's pension equal to ►M5 60 % ◄ of the retirement or disability pension which was paid to ►M112 the deceased ◄ , or which, irrespective of length of service ►M62 or of age ◄ , would have been payable to him if he had qualified for it at the time of his death.
The amount of the survivor's pension payable to the ►M112 surviving spouse ◄ of an official who has died while in one of the administrative statuses specified in Article 35, ►M62 ————— ◄ , shall be neither less than the minimum subsistence rate nor less than ►M23 35 % ◄ of the last basic salary received by the official.
This amount shall not be less than 42 % of the final basic salary received by the official where death is due to one of the circumstances set out in ►M112 the fifth paragraph of Article 78 ◄ .
▼M112 —————
Article 80
Where an official or person entitled to a retirement pension or invalidity allowance dies leaving no spouse entitled to a survivor's pension, the children dependent on the deceased within the meaning of Article 2 of Annex VII at the time of his death shall be entitled to orphans' pension in accordance with Article 21 of Annex VIII.
The same pension entitlement shall apply to children who fulfill the above conditions in the event of the death or remarriage of the ►M62 spouse in receipt of ◄ a survivor's pension.
Where an official or person entitled to ►M112 a retirement pension or invalidity allowance ◄ dies but the conditions set out in the first paragraph are not satisfied, the dependent children within the meaning of Article 2 of Annex VII shall be entitled to orphan's pension in accordance with Article 21 of Annex VIII; the pension shall, however, be equal to half the pension calculated in accordance with that Article.
For persons treated as dependent children within the meaning of Article 2(4) of Annex VII, the orphan's pension may not exceed an amount equal to twice the dependent child allowance.
Where a child has been adopted, the death of the natural parent who has been replaced by the adoptive parent shall not give rise to payment of an orphan's pension.
Entitlement as provided for in the first, second and third paragraphs shall apply in the event of the death of a former official entitled to an allowance under Article 50 of the Staff Regulations, Article 5 of Council Regulation (EEC, Euratom, ECSC) No 259/68 ( 11 ), Article 3 of Council Regulation (Euratom, ECSC, EEC) No 2530/72 ( 12 ) or Article 3 of Council Regulation (ECSC, EEC Euratom) No 1543/73 ( 13 ) and in the event of the death of a former official who left the service before reaching pensionable age and requested that his retirement pension be deferred until the first day of the calendar month following that in which he reached pensionable age.
Persons in receipt of an orphan's pension may not receive more than one such pension from the ►M128 Union ◄ . Where a surviving child has entitlement to more than one ►M128 Union ◄ pension, he shall receive the pension providing the higher or highest amount.
Article 81
A person entitled to a retirement pension or to an invalidity allowance, or to a survivor's pension shall be entitled, under the conditions laid down in Annex VII, to the family allowances specified in Article 67; the household allowance shall be calculated by reference to the pension or the allowance of the recipient. These allowances shall be paid to recipients of a survivor's pension only in respect of the children dependent on the deceased official or former official at the time of death.
The amount of the dependent child allowance payable to the person entitled to a survivor's pension shall, however, be twice the amount of the allowance provided for in Article 67 (1) (b).
Article 81a
Notwithstanding any other provisions, notably those concerning the minimum amounts payable to persons entitled to a survivor's pension, the total amount payable by way of survivor's pension plus family allowances less tax and other compulsory deductions to the widow and other entitled persons may not exceed the following:
in the event of the death of an official having one of the administrative statuses set out in Article 35, the amount of the remuneration which the official would have received in the same grade and step if he had still been in the service, plus any family allowances received by him in that case and less tax and other compulsory deductions;
for the period following the date on which the official referred to in (a) above would have reached the ►M131 age of 66 ◄ , the amount of the retirement pension to which he would have been entitled thereafter, had he been alive, based on the same grade and step at the time of death, plus any family allowances which he would have received, less tax and other compulsory deductions;
in the event of the death of a former official entitled to a retirement pension or to an ►M112 invalidity allowance ◄ , the amount of the pension to which he would have been entitled, had he been alive, subject to the allowances and deductions referred to in (b);
in the event of the death of a former official who left the service before reaching pensionable age and requested that his retirement pension be deferred until the first day of the calendar month following that in which he reached pensionable age, the amount of the retirement pension to which he would have been entitled at pensionable age had he been alive, subject to the allowances and deductions referred to in point (b);
in the event of the death of an official or a former official entitled, on the day of his death, to an ►M131 allowance under Article 41, 42c or 50 ◄ of these Staff Regulations, Article 5 of Regulation (EEC, Euratom, ECSC) No 259/68, Article 3 of Regulation (Euratom, ECSC, EEC) No 2530/72, Article 3 of Regulation (ECSC, EEC, Euratom) No 1543/73, Article 2 of Regulation (ECSC, EEC, Euratom) No 2150/82 or Article 3 of Regulation (ECSC, EEC, Euratom) No 1679/85, the amount of the allowance to which he would have been entitled, had he been alive, subject to the allowances and deductions set out in (b);
for the period following the date on which the former official referred to in (e) would have ceased to be entitled to the allowance, the amount of the retirement pension to which he would have been entitled on that date, had he been alive and satisfied the relevant age requirements for the grant of pension rights, subject to the allowances and deductions set out in (b).
The second, ►M112 and third ◄ subparagraphs of Article 82 (1) shall apply to the amounts thus apportioned.
Article 82
No correction coefficient shall be applicable to pensions.
Pensions expressed in euro shall be paid in one of the currencies referred to in Article 45 of Annex VIII to the Staff Regulations.
Article 83
▼M131 —————
▼M112 —————
Article 83a
Article 84
Detailed rules governing the foregoing pension scheme are contained in Annex VIII.
CHAPTER 4
Recovery of overpayments
Article 85
Any sum overpaid shall be recovered if the recipient was aware that there was no due reason for the payment or if the fact of the overpayment was patently such that he could not have been unaware of it.
The request for recovery must be made no later than five years from the date on which the sum was paid. Where the Appointing Authority is able to establish that the recipient deliberately misled the administration with a view to obtaining the sum concerned, the request for recovery shall not be invalidated even if this period has elapsed.
CHAPTER 5
Subrogation in favour of the ►M128 Union ◄
Article 85a
The subrogation provided for by paragraph 1 shall extend inter alia to the following:
TITLE VI
DISCIPLINARY MEASURES
Article 86
▼M112 —————
TITLE VII
APPEALS
Article 90
Any person to whom these Staff Regulations apply may submit to the appointing authority a complaint against an act affecting him adversely, ◄ either where the said authority has taken a decision or where it has failed to adopt a measure prescribed by the Staff Regulations. The complaint must be lodged within three months. The period shall start to run:
The authority shall notify the person concerned of its reasoned decision within four months from the date on which the complaint was lodged. If at the end of that period no reply to the complaint has been received, this shall be deemed to constitute an implied decision rejecting it, against which an appeal may be lodged under Article 91.
▼M112 —————
Article 90a
Any person to whom these Staff Regulations apply may submit to the Director of OLAF a request within the meaning of Article 90(1), asking the Director to take a decision relating to him in connection with investigations by OLAF. Such person may also submit to the Director of OLAF a complaint within the meaning of Article 90(2) against an act adversely affecting him in connection with investigations by OLAF.
Article 90b
Any person to whom these Staff Regulations apply may submit to the European Data Protection Supervisor a request or a complaint within the meaning of Article 90(1) and (2), within his sphere of competence.
Article 90c
Requests and complaints relating to the areas to which Article 2(2) has been applied shall be lodged with the Appointing Authority entrusted with the exercise of powers.
Article 91
An appeal to the Court of Justice of the ►M128 European Union ◄ shall lie only if:
Appeals under paragraph 2 shall be filed within three months. The period shall begin:
Article 91a
Any appeals relating to the areas in which Article 2(2) has been applied shall be made against the institution to which the Appointing Authority entrusted with the exercise of powers is answerable.
▼M131 —————
TITLE VIIIa
SPECIAL PROVISIONS APPLICABLE TO THE EEAS
Article 95
For the purposes of the application of Article 43 the Commission shall be consulted.
Article 96
Notwithstanding Article 11, a Commission official working in a Union delegation shall take instructions from the Head of Delegation in accordance with the latter’s role as provided for in Article 5 of Council Decision 2010/427/EU of 26 July 2010 establishing the organisation and functioning of the European External Action Service ( 14 ).
An EEAS official who has to carry out tasks for the Commission as part of his duties shall take instructions from the Commission with regard to those tasks, in accordance with Article 221(2) of the Treaty on the Functioning of the European Union.
The detailed arrangements for implementing this Article shall be agreed between the Commission and the EEAS.
Article 97
Until 30 June 2014, with regard to those officials who have been transferred to the EEAS pursuant to Decision 2010/427/EU, by way of derogation from Articles 4 and 29 of these Staff Regulations and under the conditions set out in Article 7(1) thereof, the Appointing Authorities of the institutions concerned may in exceptional cases, acting by common agreement and solely in the interest of the service, after having heard the official concerned, transfer such an EEAS official from the EEAS to a vacant post of the same grade in the General Secretariat of the Council or in the Commission without notifying the staff of the vacant post.
Article 98
However, in exceptional cases and after having exhausted the possibilities to recruit in accordance with these provisions, the Appointing Authority may decide to recruit from outside the sources listed in the first sentence of the first subparagraph technical support staff at AD level necessary for the good functioning of the EEAS, such as specialists in the areas of crisis management, security and IT.
As from 1 July 2013, the Appointing Authority shall also consider the applications of officials from institutions other than those referred to in the first subparagraph without giving priority to any of those categories.
Article 99
Pending the establishment of the Disciplinary Board for the EEAS, the two additional members referred to in Article 5(2) of Annex IX shall be appointed from amongst EEAS officials. The Appointing Authority and the Staff Committee referred to in Articles 5(5) and 6(4) of Annex IX shall be those of the EEAS.
TITLE VIIIb
SPECIAL AND EXCEPTIONAL PROVISIONS APPLICABLE TO OFFICIALS SERVING IN A THIRD COUNTRY
Article 101a
Without prejudice to the other provisions of the Staff Regulation, Annex X lays down the special and exceptional provisions applicable to officials serving in a third country.
TITLE IX
TRANSITIONAL AND FINAL PROVISIONS
CHAPTER 1
Transitional provisions
▼M112 —————
▼M23 —————
▼M62 —————
▼M112 —————
Article 107a
Transitional provisions are set out in Annex XIII.
▼M23 —————
CHAPTER 2
Final provisions
Article 110
Such implementing rules shall enter into force at the agencies nine months after their entry into force at the Commission or nine months after the date on which the Commission informed the agencies of the adoption of the respective implementing rule, whichever is later. Notwithstanding the foregoing, an agency may also decide that such implementing rules are to enter into force at an earlier date.
By way of derogation, an agency may, before the expiry of the nine-month period referred to in the second subparagraph of this paragraph and after consulting its Staff Committee, submit to the Commission for its agreement implementing rules which are different from those adopted by the Commission. Under the same conditions, an agency may request the agreement of the Commission to the non-application of certain of those implementing rules. In the latter case, the Commission may, instead of accepting or rejecting the request, require the agency to submit for its agreement implementing rules which are different from those adopted by the Commission.
The nine-month period referred to in the second subparagraph of this paragraph shall be suspended from the date on which the agency has requested the Commission's agreement until the date on which the Commission has expressed its position.
An agency may also, after consulting its Staff Committee, submit to the Commission for its agreement implementing rules which concern subjects other than the implementing rules adopted by the Commission.
For the purposes of the adoption of implementing rules, the agencies shall be represented by the management board or the equivalent body referred to in the Union act establishing them.
Article 111
The Commission shall be empowered to adopt delegated acts in accordance with Article 112 concerning certain aspects of working conditions, certain aspects of the implementation of the rules on remuneration and the social security scheme.
Article 112
Article 113
The Commission shall, by 31 December 2020, submit a report to the European Parliament and to the Council assessing the functioning of these Staff Regulations.
ANNEX I
A. Types of posts in each function group, as provided for in Article 5(4)
1. Function group AD
|
Director-General |
AD 15 - AD 16 |
|
Director |
AD 14 - AD 15 |
|
Adviser or equivalent |
AD 13- AD 14 |
|
Head of unit or equivalent |
AD 9 - AD 14 |
|
Administrator |
AD 5 - AD 12 |
2. Function group AST
|
Senior assistant Carrying out administrative, technical or training activities requiring a high degree of autonomy and carrying significant responsibilities in terms of staff management, budget implementation or political coordination |
AST 10 – AST 11 |
|
Assistant Carrying out administrative, technical or training activities requiring a certain degree of autonomy, in particular with regard to the implementation of rules and regulations or general instructions or as personal assistant of a Member of the institution, of the Head of a Member's private office or of a (Deputy) Director-General or an equivalent senior manager |
AST 1 – AST 9 |
3. Function group AST/SC
|
Secretary/Clerk Carrying out clerical and secretarial tasks, office management and other equivalent tasks requiring a certain degree of autonomy (1) |
SC 1 – SC 6 |
|
(1)
The number of posts of Parliamentary ushers in the European Parliament shall not exceed 85. |
|
B. Multiplication rates for guiding average career equivalence
1. Multiplication rates for guiding average career equivalence in function groups AST and AD:
|
Grade |
Assistants |
Administrators |
|
13 |
— |
15 % |
|
12 |
— |
15 % |
|
11 |
— |
25 % |
|
10 |
20 % |
25 % |
|
9 |
8 % |
25 % |
|
8 |
25 % |
33 % |
|
7 |
25 % |
36 % |
|
6 |
25 % |
36 % |
|
5 |
25 % |
36 % |
|
4 |
33 % |
— |
|
3 |
33 % |
— |
|
2 |
33 % |
— |
|
1 |
33 % |
— |
2. Multiplication rates for guiding average career equivalence in function group AST/SC:
|
Grade |
Secretaries / Clerks |
|
SC 6 |
— |
|
SC 5 |
12 % |
|
SC 4 |
15 % |
|
SC 3 |
17 % |
|
SC 2 |
20 % |
|
SC 1 |
25 % |
ANNEX II
Composition and procedure of the bodies provided for in Article 9 of the Staff Regulations
|
CONTENTS |
|
|
Section 1: |
Staff Committee 1 |
|
Section 2: |
Joint Committee 2-3a |
|
Section 3: |
Invalidity Committee 7-9 |
|
Section 4: |
Reports Committee 10-11 |
|
Section 5: |
Joint advisory committee for professional incompetence 12 |
Section 1
STAFF COMMITTEE
Article 1
The Staff Committee shall comprise the members thereof, together with their alternates if any, whose term of office shall be three years. The ►M131 appointing authority of each institution ◄ may, however, decide to fix a shorter term of office, which may not be less than one year. Every official of the institution shall be entitled to vote and stand for election.
The conditions for election to the Staff Committee if it is not organized in local sections, or to the local section, if the Staff Committee is organized in local sections, shall be laid down by the general meeting of officials of the institution in service at the relevant place of employment. ►M131 However, the appointing authority of each institution may decide that the conditions for election are to be determined in accordance with the preference of the staff of the institution as expressed in a referendum. ◄ Election shall be by secret ballot.
If the Staff Committee is organized in local sections, the manner in which the members of the Central Committee are appointed for each place of employment shall be laid down by the general meeting of officials of the institution in service at the relevant place of employment. Only members of the local section concerned may be appointed members of the General Committee.
Membership of the Staff Committee if it is not organized in local sections, or of the local section if the Staff Committee is organized in local sections, shall be such as to ensure the representation of ►M131 the three function groups ◄ provided for in Article 5 of the Staff Regulations and also of the servants referred to in the first paragraph of Article 7 of the Conditions of Employment of other servants of the ►M128 Union ◄ . The Central Committee of a Staff Committee organized in local sections shall be validly constituted upon appointment of a majority of its members.
Elections to the Staff Committee if it is not organized in local sections, or to the local section if the Staff Committee is organized in local sections, shall be valid only if two thirds of the officials entitled to vote take part. However, if this proportion is not attained, the second vote shall be valid if the majority of those entitled take part.
The duties undertaken by members of the Staff Committee and by officials appointed by the Committee to organs set up under the Staff Regulations or by the institution shall be deemed to be part of their normal service in their institution. The fact of performing such duties shall in no way be prejudicial to the person concerned.
Section 2
JOINT COMMITTEE
Article 2
The Joint Committee or Committees of an institution shall consist of:
The common Joint Committee for two or more institutions shall consist of:
The procedures for instituting the common Joint Committee shall be adopted by agreement between the institutions represented on the common Joint Committee, after consulting their Staff Committee.
An alternate shall vote only in the absence of a member.
Article 3
The Joint Committee shall meet when convened by the appointing authority or at the request of the Staff Committee.
The proceedings of the Committee shall be valid only if all full members or, in their absence, their alternates are present.
The chairman of the Committee shall not vote save on questions of procedure.
▼M23 —————
►M23 The opinion of the Committee ◄ shall be communicated in writing to the appointing authority and to the Staff Committee within five days of its adoption.
Any member of the Committee may require that his views be recorded in the opinion.
Article 3a
The common Joint Committee shall meet at the request either of the appointing authority referred to in ►M112 Article 2(2) ◄ of the Staff Regulations or of an appointing authority or a Staff Committee of one of the institutions represented on that Joint Committee.
The proceedings of the common Joint Committee shall be valid only if all members or their alternates are present.
The Chairman of the common Joint Committee shall not vote save on questions of procedure.
The opinion of the common Joint Committee shall be communicated in writing to the appointing authority within the meaning of ►M112 Article 2(2) ◄ of the Staff Regulations, to the other appointing authorities and to their Staff Committees within five days of its adoption.
Any member of the common Joint Committee may require that his views be recorded in the opinion of the Joint Committee.
Section 3
INVALIDITY COMMITTEE
Article 7
The Invalidity Committee shall consist of three doctors:
Should the official concerned fail to appoint a doctor, the President of the Court of Justice of the ►M128 European Union ◄ shall appoint one.
In the event of failure to agree on the appointment of a third doctor within two months of the appointment of the second doctor, the third shall be appointed by the President of the Court of Justice of the ►M128 European Union ◄ at the request of one of the parties concerned.
Article 8
Expenses incurred in connection with the proceedings of the Invalidity Committee shall borne by the institution to which the official concerned belongs.
Where the doctor appointed by the official concerned is resident elsewhere than at the place where the official is employed, the official shall bear the cost of the additional fees entailed, with the exception of first-class travel expenses, which shall be refunded by the institution.
Article 9
The official may submit to the Invalidity Committee any reports or certificates from his regular doctor or from any other medical practitioners whom he may have consulted.
The Invalidity Committee's conclusions shall be communicated to the appointing authority and to the official concerned.
The proceedings of the Committee shall be secret.
Section 4
REPORTS COMMITTEE
Article 10
Members of the Report Committee shall be appointed each year by the Appointing Authority and the Staff Committee, each appointing the same number from among officials of the institution in function group AD. The Committee shall elect its chairman. Members of the Joint Committee shall not be members of the Reports Committee.
Where the Report Committee is called upon to make a recommendation concerning an official whose immediate superior is a member of the Committee, that member shall not take part in the consideration of his case.
Article 11
The proceedings of the Reports Committee shall be secret.
Section 5
JOINT ADVISORY COMMITTEE FOR PROFESSIONAL INCOMPETENCE
Article 12
The Joint Advisory Committee for professional incompetence shall comprise a chairman and at least two members, who shall be officials of grade AD 14 at least. The chairman and the members shall be appointed for a period of three years. Half of the members shall be designated by the Staff Committee and half by the Appointing Authority. The chairman shall be appointed by the Appointing Authority from a list of candidates drawn up in concertation with the Staff Committee.
When the case concerns an official in grade AD 14 or lower, the Joint Advisory Committee shall include two further members from the same function group and of the same grade as the official in question, designated in the same way as the permanent members.
Where the Joint Advisory Committee is called upon to examine the case of a senior management official within the meaning of Article 29(2) of the Staff Regulations, a special ad hoc Joint Advisory Committee shall be set up, comprising two members appointed by the Staff Committee and two members appointed by the Appointing Authority, who shall be of a grade at least equal to that of the official concerned.
The Appointing Authority and the Staff Committee shall agree on an ad hoc procedure to designate the further members referred to in the second paragraph who shall sit for cases involving an official posted to a country outside the Union or a member of the contract staff.
ANNEX III
Competitions
Article 1
The notice shall state:
the nature of the competition (competition internal to the institution, competition internal to the institutions, open competition ►M85 , where appropriate, common to two or more institutions ◄ );
the kind of competition (whether on the basis of either qualifications or tests, or of both qualifications and tests);
the type of duties and tasks involved in the posts to be filled ►M112 and the function group and grade offered ◄ ;
►M112 in accordance with Article 5(3) of the Staff Regulations, ◄ the diplomas and other evidence of formal qualifications or the degree of experience required for the posts to be filled;
where the competition is on the basis of tests, what kind they will be and how they will be marked;
where applicable, the knowledge of languages required in view of the special nature of the posts to be filled;
where appropriate, the age limit and any extension of the age limit in the case of servants of the ►M128 Union ◄ who have completed not less than one year's service;
the closing date for applications;
any exceptions pursuant to Article 28 (a) of the Staff Regulations.
Notice of open competitions common to two or more institutions shall be drawn up by the appointing authority referred to in ►M112 Article 2(2) ◄ of the Staff Regulations, after consulting the common Joint Committee.
Article 2
Candidates shall complete a form prescribed by the appointing authority.
They may be required to furnish additional documents or information.
Article 3
The Selection Board shall consist of a chairman designated by the Appointing Authority and of members designated by the Appointing Authority and the Staff Committee, each designating the same number.
For open competitions common to two or more institutions, the Selection Board shall consist of a chairman appointed by the appointing authority referred to in ►M112 Article 2(2) ◄ of the Staff Regulations and of members appointed by the appointing authority referred to in ►M112 Article 2(2) ◄ of the Staff Regulations on a proposal from the institutions, as well as of members appointed by agreement between the Staff Committees of the institutions, in such a way as to ensure equal representation.
The Selection Board may, for certain tests, be assisted by one or more examiners serving in an advisory capacity.
Members of the Selection Board shall be chosen from officials whose ►M112 function group and ◄ grade is at least equal to that of the post to be filled.
If a selection board consists of more than four members, it shall comprise at least two members of each gender
Article 4
The appointing authority shall draw up a list of candidates who satisfy the conditions laid down in Article 28 (a), (b) and (c) of the Staff Regulations and shall send it, together with the candidates' files, to the chairman of the Selection Board.
Article 5
After examining these files, the Selection Board shall draw up a list of candidates who meet the requirements set out in the notice of competition.
Where the competition is on the basis of tests, all candidates on the list shall be admitted to the tests.
Where the competition is on the basis of qualifications, the Selection Board shall, after determining how candidates' qualifications are to be assessed, consider the qualifications of the candidates appearing on the list provided for in the first paragraph.
Where the competition is on the basis of both tests and qualifications, the Selection Board shall state which of the candidates on the list shall be admitted to the tests.
On completion of its proceedings, the Selection Board shall draw up the list of suitable candidates provided for in Article 30 of the Staff Regulations; the list shall wherever possible contain at least twice as many names as the number of posts to be filled.
The Selection Board shall forward this list to the appointing authority, together with a reasoned report by the Selection Board including any comments its members may wish to make.
Article 6
The proceedings of the Selection Board shall be secret.
Article 7
The Office's task shall be to:
organise, at the request of individual institutions, open competitions;
provide, at the request of individual institutions, technical support for internal competitions organised by them;
determine the contents of all examinations organised by the institutions in order to ensure that the requirements of Article 45a(1)(c) of the Staff Regulations are met in a harmonised and consistent manner;
assume general responsibility for the definition and organisation of the assessment of linguistic ability in order to ensure that the requirements of Article 45(2) of the Staff Regulations are met in a harmonised and consistent manner.
ANNEX IV
Allowance under Articles 41 and 50 of the Staff Regulations
Sole Article
An official to whom Article 41 or Article 50 of the Staff Regulations is applied shall be entitled:
for three months, to a monthly allowance equal to his basic salary;
for a period varying with his age and length of service in accordance with the table shown in paragraph 3, to a monthly allowance equal to:
The allowance shall cease from the day on which the official reaches the ►M131 age of 66 years ◄ .
▼M131 —————
The basic salary for the purposes of this Article shall be that shown in the table in Article 66 of the Staff Regulations which is in force on the first day of the month for which the allowance is to be paid.
The period for which the official is to receive the allowance provided for in Article 41 or 50 the Staff Regulations shall be determined by multiplying his length of service by the appropriate percentage for his age as shown in the following table; this period shall, where requisite be rounded off to the month next below.
|
Age |
% |
|
20 |
18 |
|
21 |
19·5 |
|
22 |
21 |
|
23 |
22·5 |
|
24 |
24 |
|
25 |
25·5 |
|
26 |
27 |
|
27 |
28·5 |
|
28 |
30 |
|
29 |
31·5 |
|
30 |
33 |
|
31 |
34·5 |
|
32 |
36 |
|
33 |
37·5 |
|
34 |
39 |
|
35 |
40·5 |
|
36 |
42 |
|
37 |
43·5 |
|
38 |
45 |
|
39 |
46·5 |
|
40 |
48 |
|
41 |
49·5 |
|
42 |
51 |
|
43 |
52·5 |
|
44 |
54 |
|
45 |
55·5 |
|
46 |
57 |
|
47 |
58·5 |
|
48 |
60 |
|
49 |
61·5 |
|
50 |
63 |
|
51 |
64·5 |
|
52 |
66 |
|
53 |
67·5 |
|
54 |
69 |
|
55 |
70·5 |
|
56 |
72 |
|
57 |
73·5 |
|
58 |
75 |
|
►M131 59 to 65 ◄ |
►M23 76·5 ◄ |
At the end of the period referred to in the first subparagraph and on the conditions laid down therein, the official concerned may, at his request, continue to receive the benefits under the said sickness insurance scheme on condition that he bears the whole of the contribution referred to in Article 72 (1) of the Staff Regulations.
When the official's entitlement to the allowance ceases, his contribution shall be calculated by reference to the monthly allowance last received.
Where the official has started to draw a pension under the pension scheme provided for in the Staff Regulations, he shall, for the purposes ofArticle 72 of the Staff Regulations, be treated in the same way as an official who has remained in the service until the ►M131 age of 66 years ◄ .
ANNEX IVa
Part-time work
Article 1
The request for authorisation to work part time shall be submitted by the official through the official's immediate superior at least two months before the requested date, except in duly justified urgent cases.
Authorisation may be granted for a minimum of one month and a maximum of three years, without prejudice to the cases referred to in Article 15 and ►M131 point (g) of Article 55a(2). ◄
The authorisation may be renewed on the same terms. Applications for renewal shall be made by the official concerned at least two months before expiry of the period for which the authorisation was granted. Part-time work may not be less than half the normal working time.
A period of part-time work shall start on the first day of a month, except in duly justified cases.
Article 2
The Appointing Authority may, at the request of the official concerned, withdraw the authorisation before expiry of the period for which it is granted. The date of withdrawal may not be more than two months after the date proposed by the official or four months after that date if the part-time work was authorised for more than one year.
The Appointing Authority may, in exceptional cases and in the interests of the service, withdraw the authorisation before the expiry of a period for which it is granted, giving the official two months' notice.
Article 3
An official shall be entitled, during the period for which part-time work is authorised, to a percentage of his remuneration corresponding to the percentage of the normal time worked. However, the percentage shall not be applied to the dependent child allowance, the basic amount of the household allowance or the education allowance.
Contributions to the sickness insurance scheme shall be calculated by reference to the basic salary payable to an official working full time. Contributions to the pension scheme shall be calculated by reference to the basic salary received by an official working part time. The official may also request that contributions to the pension scheme be calculated by reference to the basic salary payable to an official working full time, in accordance with Article 83 of the Staff Regulations. Acquired pension rights, for the purposes of Articles 2, 3 and 5 of Annex VIII, shall be calculated in proportion to the percentage of contributions paid.
During the period of part-time work, the official may not work overtime or engage in any gainful activity, other than an activity in accordance with Article 15 of the Staff Regulations.
Article 4
Notwithstanding the first sentence of the first paragraph of Article 3, ►M131 officials authorised, in accordance with point (g) of Article 55a(2) of the Staff Regulations, to work half time ◄ shall receive a reduced basic salary equal to the higher of the two amounts obtained by applying the following percentages to the full-time basic salary:
either 60 %;
or the percentage corresponding to years of service within the meaning of Articles 2, 3, 4, 5, 9 and 9a of Annex VIII at the beginning of the period of half-time work, plus 10 %.
Officials who make an application under this Article shall be required, when they cease to work half-time, either to retire or to repay the amount exceeding 50 % of the basic salary received during the period of half-time work.
Article 5
The Appointing Authority may lay down detailed rules for the application of these provisions.
ANNEX V
Leave
|
CONTENTS |
|
|
Section 1: |
Annual leave 1-5 |
|
Section 2: |
Special leave 6 |
|
Section 3: |
Travelling time 7 |
Section 1
ANNUAL LEAVE
Article 1
In the year in which an official enters or leaves the service, he shall be entitled to two working days' leave per complete month of service, to two working days for an incomplete month consisting of more than fifteen days and to one working day for an incomplete month of fifteen days or less.
Article 2
Annual leave may be taken all at once or in several periods as desired by the official and according to the requirements of the service. It must, however, include at least one period of two consecutive weeks. An official entering the service shall be granted annual leave only after completing three months' duty; leave may be approved earlier than this in exceptional cases for reasons duly substantiated.
Article 3
If, during annual leave, an official contracts an illness which would have prevented him from attending for duty if he had not been on leave, his annual leave shall be extended by the duration of his incapacity, subject to production of a medical certificate.
Article 4
Where an official, for reasons other than the requirements of the service, has not used up all his annual leave before the end of the current calendar year, the amount of leave which may be carried over to the following year shall not exceed twelve days.
Where an official at the time of leaving the service has not used up all his annual leave, he shall be paid compensation equal to one-thirtieth of his monthly remuneration at the time of leaving the service for each day's leave due to him.
A sum calculated in the manner provided for in the preceding paragraph shall be deducted from payment due to an official who at the time of leaving the service has drawn annual leave in excess of his entitlement up to that date.
Article 5
Where an official is recalled to duty for service reasons while on annual leave or has had his leave cancelled, any costs incurred by him shall be reimbursed, subject to production of appropriate evidence, and travelling time shall be granted afresh.
Section 2
SPECIAL LEAVE
Article 6
In addition to annual leave, an official may, on application, be granted special leave. In particular, in the following cases special leave shall be granted as shown:
The institution may also grant special leave in the case of further training and instruction, within the limits laid down in the further training and instruction programme drawn up by the institution pursuant to Article 24a of the Staff Regulations.
Special leave may furthermore be granted to officials on an exceptional basis in the case of exceptional work which goes beyond an official's normal obligations. Such special leave shall be granted at the latest three months after the appointing authority has taken a decision on the exceptional character of the work of the official.
For the purposes of this Article, the unmarried partner of an official shall be treated as the spouse where the first three conditions in point (c) of Article 1(2) of Annex VII are met.
Where special leave is granted pursuant to this section, any travelling time shall be fixed by special decision taking into account particular needs.
Section 3
TRAVELLING TIME
Article 7
Officials who are entitled to the expatriation or foreign residence allowance shall be entitled to two and a half days of supplementary leave every year, for the purpose of visiting their home country.
The first paragraph shall apply to officials whose place of employment is within the territories of the Member States. If the place of employment is outside those territories, the duration of the home leave shall be fixed by special decision taking into account particular needs.
ANNEX VI
Compensatory leave and remuneration for overtime
Article 1
Within the limits laid down in Article 56 of the Staff Regulations, overtime worked by an official in grade SC 1 to SC 6 or grade AST 1 to AST 4 shall entitle him to compensatory leave or to remuneration as follows:
for each hour of overtime, he shall be entitled to one hour and a half off as compensatory leave; if the hour of overtime is worked between 22:00 hours and 07:00 hours or on a Sunday or on a public holiday, the entitlement to compensatory leave shall be two hours off; in the granting of compensatory leave, account shall be taken of the requirements of the service and the preference of the official concerned;
where the requirements of the service do not permit compensatory leave to be taken during two months following that during which the overtime was worked, the appointing authority shall authorise remuneration for uncompensated hours of overtime at the rate of 0,56 % of the monthly basic salary for each hour of overtime on the basis set out in point (a);
to qualify for compensatory leave or remuneration for one hour's overtime, the extra time worked must have been more than thirty minutes.
Article 2
If an official is travelling on mission, the time taken to reach the place of assignment shall not be treated as overtime for the purposes of this Annex. As regards hours worked at the place of assignment in excess of the normal number of working hours, compensatory leave or remuneration, as the case may be, may be allowed by decision of the appointing authority.
Article 3
Notwithstanding the foregoing provisions of this Annex, remuneration for overtime worked by certain groups of officials in grades SC 1 to SC 6 and grades AST 1 to AST 4 in special conditions may be paid in the form of a fixed allowance the amount and terms of which shall be determined by the appointing authority after consulting the Joint Committee.
ANNEX VII
Remuneration and reimbursement of expenses
|
CONTENTS |
|
|
Section 1: |
Family allowances 1-3 |
|
Section 2: |
Expatriation allowance 4 |
|
Section 3: |
Reimbursement of expenses |
|
A — |
Installation allowance 5 |
|
B — |
Resettlement allowance 6 |
|
C — |
Travel expenses 7-8 |
|
D — |
Removal expenses 9 |
|
E — |
Daily subsistence allowance 10 |
|
F — |
Mission expenses 11-13a |
|
G — |
Fixed reimbursement of expenses 14-15 |
|
Section 4: |
Payment of sums due 16-17 |
Section 1
FAMILY ALLOWANCES
Article 1
The household allowance shall, be granted to:
a married official;
an official who is widowed, divorced, legally separated or unmarried and has one or more dependent children within the meaning of Article 2 (2) and (3) below;
an official who is registered as a stable non-marital partner, provided that:
the couple produces a legal document recognised as such by a Member State, or any competent authority of a Member State, acknowledging their status as non-marital partners,
neither partner is in a marital relationship or in another non-marital partnership,
the partners are not related in any of the following ways: parent, child, grandparent, grandchild, brother, sister, aunt, uncle, nephew, niece, son-in-law, daughter-in-law,
the couple has no access to legal marriage in a Member State; a couple shall be considered to have access to legal marriage for the purposes of this point only where the members of the couple meet all the conditions laid down by the legislation of a Member State permitting marriage of such a couple;
If, however, the official's children are in the care of several different persons, the household allowance shall be divided among them according to the number of children in their care.
If the person eligible by virtue of the foregoing to receive the household allowance paid in the official's name is also eligible to receive this allowance by reason of his or her own status as official or other member of staff, that person shall receive the higher of the two allowances only.
Article 2
The same shall apply to a child for whom an application for adoption has been lodged and the adoption procedure started.
Any child whom the official has a responsibility to maintain under a judicial decision based on Member States' legislation on the protection of minors shall be treated as a dependant child.
The allowance shall be granted:
automatically for children under eighteen years of age;
on application, with supporting evidence, by the official for children between eighteen andtwenty-six who are receiving educational or vocational training.
Article 3
Entitlement to that allowance shall commence on the first day of the month in which the child begins to attend a primary educational establishment and shall cease at the end of the month in which the child finishes its education or at the end of the month in which the child reaches the age of twenty-six, whatever is the earliest.
The allowance paid shall be subject to a ceiling of twice the maximum prescribed in the first subparagraph for:
The requirement of attendance at a school that charges fees shall not apply to payments under the third subparagraph.
If custody of the child in respect of whom the education allowance is paid has been entrusted by law or by an order of court or of the competent administrative authority to another person, the education allowance shall be paid to that person in the name and on behalf of the official. In such case, the distance of at least 50 km referred to inthe preceding paragraph shall be calculated from the place of residence of the person having custody of the child.
Section 2
EXPATRIATION ALLOWANCE
Article 4
An expatriation allowance equal to 16 % of the total of the basic salary, ►M25 household allowance ◄ and dependent child allowance ►M25 ►C23 paid to the official ◄ ◄ shall be paid:
to officials:
to officials who are or have been nationals of the State in whose territory the place where they are employed is situated but who during the ten years ending at the date of their entering the service habitually resided outside the European territory of that State for reasons other than the performance of duties in the service of a State or of an international organisation.
The expatriation allowance shall be not less than ►M151 EUR 596,18 ◄ per month.
▼M25 —————
▼M112 —————
Section 3
REIMBURSEMENT OF EXPENSES
A.
Installation allowance
Article 5
In cases where a husband and wife who are officials ►M112 or other servants ◄ of the ►M128 European Union ◄ are both entitled to the ►M112 installation ◄ allowance, this shall be payable only to the person whose basic salary is the higher.
The installation allowance shall be weighted at the rate fixed for the place where the official is employed.
The installation allowance shall be paid on production of documents establishing the fact that the official, together with his family if he ►M25 is entitled to the household allowance ◄ , has settled at the place where he is employed.
B.
Resettlement allowance
Article 6
For the purpose of calculating his service, account shall be taken of years spent in any administrative status listed in Article 35 of the Staff Regulations other than leave on personal grounds.
This minimum period shall not apply in the case of retirement in the interests of the service.
The resettlement allowance shall be weighted at the rate fixed for the place where the official was last employed.
Resettlement of an official or of the family of a deceased official shall take place within three years of the date of termination of his service.
This time limit shall not apply as against persons entitled under him who can prove that they were unaware of the foregoing provisions.
C.
Travel expenses
Article 7
An official shall be entitled to a flat-rate payment corresponding to the cost of travel for himself, his spouse and his dependants actually living in his household:
on taking up his appointment, from the place where he was recruited to the place where he is employed;
on termination of service within the meaning of Article 47 of the Staff Regulations, from the place where he is employed to the place of origin as defined in paragraph 4 of this Article;
on any transfer involving a change in the place where he is employed.
In the event of the death of an official, the surviving spouse and the dependants shall be entitled to the flat rate payment under the same conditions.
Travel expenses for children aged less than two years during the entire calendar year shall not be reimbursed.
The kilometric allowance shall be:
|
0 -200 km |
0,0000 |
|
201 -1 000 km |
0,2217 |
|
1 001 -2 000 km |
0,3697 |
|
2 001 -3 000 km |
0,2217 |
|
3 001 -4 000 km |
0,0738 |
|
4 001 -10 000 km |
0,0356 |
|
Over 10 000 km |
0,0000 |
To the above kilometric allowance shall be added a flat-rate supplement amounting to:
The above kilometric allowances and flat-rate supplements shall be updated every year in the same proportion as remuneration.
The effect of such a change shall not, however, be such as to recognise as the centre of the official's interests a place which is outside the territories of the Member States of the Union as well as outside the countries and territories listed in Annex II to the Treaty on the Functioning of the European Union and the territories of the Member States of the European Free Trade Association.
Article 8
Where a husband and wife are both officials of the European Union, each has the right in respect of himself or herself and in respect of dependants to the flat-rate payment of travelling expenses, in accordance with the above provisions; each dependant shall be entitled to one payment only. The payment in respect of dependent children is fixed at the request of the husband or wife, on the basis of the place of origin of one or other of them.
Where an official marries during a given year and thereby becomes entitled to the household allowance, the travel expenses payable for the spouse shall be calculated in proportion to the period from the date of the marriage to the end of the year.
Any alteration to the basis of calculation which may arise from changes in family status after the date of payment of the sums in question shall not render the official concerned liable to make repayment.
Travel expenses for children aged less than two years during the entire calendar year shall not be reimbursed.
Where the place of origin as defined in Article 7 is outside the territories of the Member States of the Union as well as outside the countries and territories listed in Annex II to the Treaty on the Functioning of the European Union and the territories of the Member States of the European Free Trade Association, the flat-rate payment shall be based on an allowance per kilometre of geographical distance between the official's place of employment and the capital city of the Member State whose nationality he holds. Officials whose place of origin is outside the territories of the Member States of the Union as well as outside the countries and territories listed in Annex II to the Treaty on the Functioning of the European Union and the territories of the Member States of the European Free Trade Association and who are not nationals of one of the Member States shall not be entitled to the flat-rate payment.
The kilometric allowance shall be:
|
EUR 0 for every km from |
0 to 200 km |
|
EUR 0,4471 for every km from |
201 to 1 000 km |
|
EUR 0,7452 for every km from |
1 001 to 2 000 km |
|
EUR 0,4471 for every km from |
2 001 to 3 000 km |
|
EUR 0,1489 for every km from |
3 001 to 4 000 km |
|
EUR 0,0719 for every km from |
4 001 to 10 000 km |
|
EUR 0 for every km over |
10 000 km |
To the above kilometric allowance a flat-rate supplement shall be added, amounting to:
The above kilometric allowances and flat-rate supplements shall be updated every year in the same proportion as remuneration.
The flat-rate payment shall be based on the cost of air travel in economy class.
D.
Removal expenses
Article 9
The ceilings shall take into account the official's family situation at the time of the removal, and the average costs of removal and associated insurance.
General implementing provisions shall be adopted by the appointing authority of each institution to give effect to this paragraph.
E.
Daily subsistence allowance
Article 10
Where an official furnishes evidence that a change in the place of residence is required in order to comply with Article 20 of the Staff Regulations, such official shall be entitled for a period specified in paragraph 2 of this Article to a subsistence allowance per calendar day as follows:
The above scale shall be reviewed each time remuneration are revised pursuant to Article 65 of the Staff Regulations.
The period in respect of which the daily subsistence allowance is granted shall be as follows:
In cases where a husband and wife who are officials ►M112 or other servants ◄ of the ►M128 European Union ◄ are both entitled to the basic subsistence allowance, the period in respect of which it is granted as laid down in (b)shall apply to the person whose basic salary is the higher. The period laid down in (a) shall apply to the other person.
In no case shall the daily subsistence allowance be granted beyond the date on which the official removes in order to satisfy the requirements of Article 20 of the Staff Regulations.
▼M112 —————
F.
Mission expenses
Article 11
▼M112 —————
Article 12
1. Travel by rail
Travel expenses for missions carried out by rail shall be reimbursed on presentation of supporting documents on the basis of the cost of transport in first class by the shortest route between the place of employment and the place of the mission.
2. Travel by air
Officials shall be authorised to travel by air if the outward and return journeys by rail would total at least 800 kilometres.
3. Travel by sea
The Appointing Authority shall authorise in each case and on the basis of the length and cost of the journey the classes to be used and the cabin supplements which may be reimbursed.
4. Travel by car
Travel costs shall be reimbursed in the form of a lump sum based on the rail cost, in accordance with point 1; no other supplement shall be paid.
In the case of an official travelling on mission in special circumstances, however, the Appointing Authority may decide to grant that official an allowance per kilometre covered instead of the reimbursement of travel costs provided for above, if the use of public transport presents clear disadvantages.
Article 13
The scale for the Member States is as follows:
|
Destination |
Hotel ceiling |
Daily allowance |
|
Belgium |
148 |
102 |
|
Bulgaria |
135 |
57 |
|
Czech Republic |
124 |
70 |
|
Denmark |
173 |
124 |
|
Germany |
128 |
97 |
|
Estonia |
105 |
80 |
|
Ireland |
159 |
108 |
|
Greece |
112 |
82 |
|
Spain |
128 |
88 |
|
France |
180 |
102 |
|
Croatia |
110 |
75 |
|
Italy |
148 |
98 |
|
Cyprus |
140 |
88 |
|
Latvia |
116 |
73 |
|
Lithuania |
117 |
69 |
|
Luxembourg |
148 |
98 |
|
Hungary |
120 |
64 |
|
Malta |
138 |
88 |
|
Netherlands |
166 |
103 |
|
Austria |
132 |
102 |
|
Poland |
116 |
67 |
|
Portugal |
101 |
83 |
|
Romania |
136 |
62 |
|
Slovenia |
117 |
84 |
|
Slovak Republic |
100 |
74 |
|
Finland |
142 |
113 |
|
Sweden |
187 |
117 |
|
United Kingdom |
209 |
125 |
Where an official on mission is provided with a meal or accommodation free of charge or reimbursed by one of the institutions of the ►M128 Union ◄ , an administration or outside body, this must be declared. A corresponding deduction will then be made.
The scale for missions in countries outside the European territory of the Member States shall be fixed and adjusted periodically by the Appointing Authority.
Article 13a
Detailed rules for the application of Articles 11, 12 and 13 of this Annex shall be laid down by the ►M131 appointing authorities of the various institutions ◄ under the general implementing provisions.
G.
Fixed reimbursement of expenses
Article 14
In special cases, the appointing authority may in addition decide that part of the cost of accommodation for the officials concerned also be borne by the institution.
▼M112 —————
Article 15
By decision of the appointing authority, ►M112 senior management staff within the meaning of Article 29(2) of the Staff Regulations ◄ who do not have an official car at their disposal may receive a fixed allowance not exceeding ►M97 EUR 892,42 ◄ a year to cover normal travel within the boundaries of the town where they are employed.
The allowance may, by reasoned decision of the appointing authority, be granted to an official whose duties constantly require him to make journeys for which he is authorised to use his own car.
Section 4
PAYMENT OF SUMS DUE
Article 16
Where remuneration is not due in respect of a complete month, the amount shall be divided into thirtieths, and
where the actual number of days payable is fifteen or less, the number of thirtieths due shall equal the actual number of days payable;
where the actual number of days payable is more than fifteen, the number of thirtieths due shall equal the difference between the actual number of days not payable and thirty.
Article 17
Under the conditions laid down in rules fixed by the appointing authorities of each institution by common consent after consulting the Staff Regulations Committee, officials may apply for special regular transfer of part of their remuneration.
◄
Under the preceding provision the following may be transferred, separately or in combination:
for children attending an education establishment in another Member State, a maximum amount per dependent child equal to the amount of the education allowance actually received for that child;
on production of valid supporting documents, regular payments to all other persons residing in the relevant Member State to whom the official provides evidence of having an obligation by virtue of a decision of the courts or the competent administrative authority.
The transfers referred to in point (b) may not exceed 5 % of the official's basic salary.
ANNEX VIII
Pension scheme
|
CONTENTS |
|
|
Chapter 1: |
General provisions 1 |
|
Chapter 2: |
Retirement pension and severance grant |
|
Section 1: |
Retirement pension 2-11 |
|
Section 2: |
Severance grant 12 |
|
Chapter 3: |
Invalidity allowance 13-15 |
|
Chapter 4: |
Survivor's pension 17-29 |
|
Chapter 5: |
Provisional pensions 30-33 |
|
Chapter 6: |
Pension increases in respect of dependent children 34-35 |
|
Chapter 7: |
|
|
Section 1: |
Funding of the pension scheme 36-38 |
|
Section 2: |
Calculation of pension 40-44 |
|
Section 3: |
Payment of benefits 45-46 |
|
Chapter 8: |
Transitional provisions 48-51 |
CHAPTER 1
General provisions
Article 1
The official may appeal against such decision to the Invalidity Committee.
CHAPTER 2
Retirement pension and severance grant
Section 1
RETIREMENT PENSION
Article 2
A retirement pension shall be payable on the basis of the total number of years of pensionable service acquired by the official. Each year of service reckoned as provided in Article 3 shall entitle him to one year of pensionable service and each complete month to one-twelfth of a year of pensionable service.
The maximum number of years of pensionable service which may be taken into account for the calculation of retirement pension rights shall be ►M112 the number necessary to achieve the maximum pension, within the meaning of the second paragraph of Article 77 of the Staff Regulations ◄ .
Article 3
Provided that the servants concerned have paid their shares of the pension contributions in respect of the periods of service concerned, the following shall be taken into account for the purpose of calculating years of pensionable service within the meaning of Article 2:
the period of service as an official of one of the institutions in one of the administrative statuses set out in Article 35(a), (b), (c), and (e) and (f) of the Staff Regulations. However, officials covered by Article 40 of the Staff Regulations shall be subject to the conditions laid down in the last sentence of the second subparagraph of paragraph 3 thereof;
periods of entitlement to the allowance ►M131 under Articles 41, 42c and 50 ◄ of the Staff Regulations, up to a maximum of five years;
periods of entitlement to an invalidity allowance;
periods of service in any other capacity in accordance with the Conditions of Employment of other servants. However, where members of the contract staff within the meaning of those Conditions of Employment become officials, the years of pensionable service they have acquired as members of the contract staff shall, up to the number of years of actual service, entitle them to a number of years of pensionable service as officials calculated on the basis of the ratio between the last basic salary received as a member of the contract staff and the first basic salary received as an official. The surplus contributions, if any, corresponding to the difference between the number of years of pensionable service calculated and the number of years of actual service, shall be reimbursed to the person concerned on the basis on the last basic salary received as a member of the contract staff. This provision shall, with the necessary changes, apply where officials become members of the contract staff.
Article 4
An official who having previously completed a period of activity in the service of one of the institutions either as an official, as a member of the temporary staff or as a member of the contract staff resumes active employment with a ►M128 Union ◄ institution shall acquire further pension rights. He may request that, in accordance with Article 3 of this Annex, for the purpose of calculating his pension rights, the whole of the period of service as an official, a member of the temporary staff or a member of the contract staff for which contributions have been paid be taken into account, subject to:
repayment of the severance grant paid under Article 12, plus compound interest at a rate of ►M145 2,9 % ◄ per annum. Where Article 42 or 112 of the Conditions of Employment of other servants has been applied in the case of the official concerned, the latter shall also be required to repay the amount paid under that Article, plus compound interest at the abovementioned rate;
having an amount set aside for this purpose, before calculation of the credited contribution years provided for in Article 11(2) and providing the official has requested and obtained the application of that Article after resuming service, equal to the part of the amount transferred to the ►M128 Union ◄ pension scheme that corresponds to the actuarial equivalent calculated and transferred to the scheme of origin pursuant to Article 11(1) or Article 12 (1) (b), plus compound interest at a rate of ►M145 2,9 % ◄ per annum.
Where Article 42 or 112 of the Conditions of Employment of other servants has been applied in the case of the official concerned, the calculation of the amount to be set aside shall also take account of the amount paid under those Articles, plus compound interest at ►M145 2,9 % ◄ per annum.
Where the amount transferred to the ►M128 Union ◄ scheme is insufficient to make up the pension rights covering the previous period of employment in full, the official shall be authorised, on request, to make the amount up to that defined at point (b) of the first paragraph.
Article 5
Notwithstanding the provisions of Article 2 of this Annex, officials who remain in service after pensionable age shall be entitled to an increase of their pension equal to 1,5 % of the basic salary taken into account for the calculation of their pension per year worked after that age, with the proviso that the total of their pension plus the increase does not exceed 70 % of their final basic salary as referred to in the second or third paragraph, as the case may be, of Article 77 of the Staff Regulations.
Such increase shall likewise be payable in the event of death of an official who has remained in the service after pensionable age.
Article 6
The minimum subsistence figure for the purpose of calculating pension benefits shall correspond to the basic salary of an official in ►M112 at ►M131 the first step of grade AST 1 ◄ ◄ .
▼M112 —————
Article 8
Actuarial equivalent of the retirement pension means the capital value of the benefits accruing to the official by reference to the mortality table referred to in Article 9 of Annex XII and subject to ►M145 2,9 % ◄ interest per annum, which rate may be revised in accordance with the rules laid down in Article 10 of Annex XII.
Article 9
An official leaving the service before reaching pensionable age may request that his retirement pension:
be deferred until the first day of the calendar month following that in which he reaches pensionable age; or
be paid immediately, provided that he is not less than 58 years of age. In that case, the retirement pension shall be reduced by an amount calculated by reference to the official's age when he starts to draw his pension.
The pension shall be reduced by 3,5 % for every year before the one in which the official would become entitled to a retirement pension within the meaning of Article 77 of the Staff Regulations. If between the age at which entitlement to a retirement pension is acquired within the meaning of Article 77 of the Staff Regulations and the age of the person concerned at the time, the difference exceeds an exact number of years, an extra year shall be added to the reduction.
Article 9a
For the purposes of determining the reduced pension of officials who have acquired pension rights exceeding the equivalent of 70 % of their final basic salary and who request immediate payment of their retirement pension in accordance with Article 9, the reduction under Article 9 shall be applied to a notional figure corresponding to the years of pensionable service rather than to an amount capped at 70 % of the final basic salary. In no case, however, may the reduced pension thus calculated exceed 70 % of the last basic salary within the meaning of Article 77 of the Staff Regulations.
Article 10
The right to receive payment of retirement pension shall have effect from the first day of the calendar month following that in which the official, whether automatically or at his own request, becomes eligible for that pension; he shall continue to receive his remuneration until his pension becomes payable.
Article 11
An official who leaves the service of the ►M128 Union ◄ to:
shall be entitled to have the actuarial equivalent of his retirement pension rights ►M112 updated to the actual date of transfer, ◄ in the ►M128 Union ◄ transferred to the pension fund of that administration or organization or to the pension fund under which he acquires retirement pension rights by virtue of the activity pursued in an employed or self-employed capacity.
An official who enters the service of the ►M128 Union ◄ after:
shall be entitled, after establishment but before becoming eligible for payment of a retirement pension within the meaning of Article 77 of the Staff Regulations, to have paid to the ►M128 Union ◄ the capital value, updated to the date of the actual transfer, of pension rights acquired by virtue of such service or activities.
In such case the ►M131 appointing authority of the institution ◄ in which the official serves shall, taking into account the official's basic salary, age and exchange rate at the date of application for a transfer, determine by means of general implementing provisions the number of years of pensionable service with which he shall be credited under the ►M128 Union ◄ pension scheme in respect of the former period of service, on the basis of the capital transferred, after deducting an amount representing capital appreciation between the date of the application for a transfer and the actual date of the transfer.
Officials may make use of this arrangement once only for each Member State and pension fund concerned;
Section 2
SERVERANCE GRANT
Article 12
An official aged less than the pensionable age whose service terminates otherwise than by reason of death or invalidity and who is not entitled to an immediate or deferred retirement pension shall be entitled on leaving the service:
where he has completed less than one year's service and has not made use of the arrangement laid down in Article 11(2), to payment of a severance grant equal to three times the amounts withheld from his basic salary in respect of his pension contributions, after deduction of any amounts paid under Articles 42 and 112 of the Conditions of Employment of Other Servants;
in other cases, to the benefits provided under Article 11(1) or to the payment of the actuarial equivalent of such benefits to a private insurance company or pension fund of his choice, on condition that such company or fund guarantees that:
the capital will not be repaid;
a monthly income will be paid from age 60 at the earliest and age 66 at the latest;
provisions are included for reversion or survivors’ pensions;
transfer to another insurance company or other fund will be authorised only if such fund fulfils the conditions laid down in points (i), (ii) and (iii).
▼M112 —————
CHAPTER 3
Invalidity allowance
Article 13
The recipient of the allowance shall be required to provide on request any written proof which may be requested and to notify his or her institution of any factor that may affect entitlement to the allowance.
Article 14
The right to receive payment of ►M112 invalidity allowance ◄ shall have effect from the first day of the calendar month following the official's retirement under Article 53 of the Staff Regulations.
When ►M62 the former official ◄ ceases to satisfy the requirements for payment of the ►M112 allowance ◄ he must be reinstated in the first post corresponding to his career bracket which falls vacant in his category or service, provided that he satisfies the requirements for that post. If he declines the post offered to him, he shall retain his right to reinstatement when the next vacancy corresponding to his career bracket occurs in his category or service subject to the same proviso; if he declines a second time, he may be required to resign ►M112 ————— ◄ .
Where ►M62 a former official ◄ in receipt of ►M112 invalidity allowance ◄ dies, entitlement to ►M112 allowance ◄ shall cease at the end of the calendar month during which he died.
Article 15
While ►M62 a former official ◄ drawing invalidity ►M112 allowance ◄ is aged less than ►M131 the pensionable age ◄ , the institution may have him medically examined periodically to ascertain that he still satisfies the requirements for payment of the pension.
▼M112 —————
CHAPTER 4
Survivor's pension
Article 17
►M23 Where an official dies having one of the administrative statuses set out in Article 35 of the Staff Regulations ►M112 the surviving spouse ◄ shall be entitled ◄ , ►M112 provided that the couple were married ◄ for at least one year at the time of his death and subject to the provisions of Article 1 (1) and Article 22, to a ►M112 survivor's pension ◄ equal to ►M5 60 % ◄ of the retirement pension which the official would have been paid if he had qualified, irrespective of length of service ►M62 or of age ◄ , for such pension at the time of death.
The duration of the marriage shall not be taken into account if there are one or more children of the marriage or of a previous marriage of the official provided that ►M112 the surviving spouse ◄ maintains or has maintained those children, or if the official's death resulted either from physical disability or sickness contracted in the performance of his duties or from accident.
Article 17a
Subject to Article 1 (1) and Article 22, ►M112 the surviving spouse ◄ of a former official who was removed from his post orwhose service was terminated by virtue of Regulation (EEC, Euratom, ECSC) No 259/68, (Euratom, ECSC, EEC) No 2530/72 or (ECSC, EEC, Euratom) No 1543/73 and who died whilst in receipt of a monthly allowance under Article 50 of the Staff Regulations or under one of the abovementioned Regulations shall be entitled, ►M112 provided that the couple were already married before the official left the service of an institution and that the marriage had lasted at least one year ◄ , to a ►M112 survivor's pension ◄ equal to 60 % of the retirement pension to which ►M112 the spouse ◄ would have been entitled if he had qualified, irrespective of length of service or of age, for such pension at the time of death.
The amount of the ►M112 survivor's pension ◄ provided for in the first paragraph shall not be less than the amount provided for in the second paragraph of Article 79 of the Staff Regulations. The amount of the ►M112 survivor's pension ◄ shall in no case, however, exceed the amount of the first payment of the retirement pension to which the former official would have been entitled assuming that, had he stayed alive and exhausted his rights to one or other of the abovementioned allowances, he would have been entitled to a retirement pension.
The duration of the marriage specified in the first paragraph shall not be taken into account if there are one or more children of a marriage contracted by the official before he left the service, provided that ►M112 the surviving spouse ◄ maintains or has maintained such dependent children within the meaning of Article 2 (2) of Annex VII.
Nor shall the duration of the marriage be taken into account if the former official's death occurs in one of the circumstances described in the second paragraph of Article 17.
Article 18
Where a former official was in receipt of retirement pension the surviving spouse shall be entitled, provided that the couple were already married before the official left the service of an institution and that the marriage had lasted at least one year, and subject to the provisions of Article 22, to a survivor's pension equal to 60 % of the retirement pension which he was receiving at the time of his death. The minimum survivor's pension shall be 35 % of the last basic salary; the amount of the survivor's pension shall in no case, however, exceed the amount of the retirement pension which the spouse was receiving at the time of death.
The duration of the marriage shall not be taken into account if there are one or more children of a marriage contracted by the official before he left the service, provided that the surviving spouse maintains or has maintained those children.
Article 18a
►M112 The surviving spouse ◄ of a former official who left the service before reaching the ►M131 pensionable age ◄ and requested that his retirement pension be deferred until the first day of the calendar month following that during which he reached the ►M131 pensionable age ◄ shall be entitled, ►M112 provided that the couple were already married before the official left the service of an institution and that the marriage had lasted at least one year. ◄ , and subject to the provisions of Article 22, to a ►M112 survivor's pension ◄ equal to 60 % of the retirement pension which would have been payable to ►M112 the spouse ◄ at the ►M131 pensionable age ◄ . ►C22 The minimum survivor's pension shall be 35 % of the last basic salary; the amount of the pension shall in no case, however, exceed ◄ the amount of the retirement pension to which the official would have been entitled at the ►M131 pensionable age ◄ .
The duration of the marriage shall not be taken into account if there are one or more children of a marriage contracted by ►M62 the former official ◄ before he left the service provided that ►M112 the surviving spouse ◄ maintains or has maintained those children.
Article 19
Where a former official was in receipt of invalidity allowance the surviving spouse shall be entitled, subject to the provisions of Article 22 of this Annex, provided that the couple were married when the official became eligible for the allowance, to a survivor's pension equal to 60 % of the invalidity allowance which the spouse was receiving at the time of death.
The minimum survivor's pension shall be 35 % of the final basic salary; the amount of the survivor's pension shall in no case, however, exceed the amount of the invalidity allowance which the spouse was receiving at the time of death.
Article 20
►M62 For the purpose of Articles 17a, 18, 18a, and 19 ◄ the duration of the marriage shall not be taken into account where the marriage, though contracted after termination of the official's service, has lasted at least five years.
Article 21
It shall not be less than the minimum subsistence figure, subject to the provisions of Article 22.
Orphans shall be entitled to education allowance in accordance with Article 3 of Annex VII.
Article 22
Where an official leaves ►M112 a surviving spouse ◄ and also orphans of a previous marriage or other persons entitled under him, the total pension, calculated as if for ►M112 a surviving spouse ◄ having all these persons dependent on her, shall be apportioned among the various persons concerned in proportion to the pensions which would have been payable to each category of them if treated separately.
Where an official leaves orphans of different marriages, the total pension, calculated as though all the children were of the same marriage, shall be apportioned among the various persons concerned in proportion to the pensions which would have been payable to each category of them if treated separately.
For the purposes of calculating this apportionment, children of a previous marriage of either spouse who are recognised as dependants within the meaning of Article 2 of Annex VII to the Staff Regulations shall be included in the category of children of the marriage to the official ►M62 or former official in receipt of ►M112 a retirement pension or invalidity allowance ◄ ◄ .
In the case envisaged in the second paragraph, ascendants who are recognized as being dependants as provided in Article 2 of Annex VII to the Staff Regulations shall be treated in the same way as dependent children and, for the purpose of calculating the apportionment, included in the category of descendants.
▼M62 —————
Article 24
The right to receive payment of survivor's pension shall have effect from the first day of the calendar month following that in which the official ►M62 or former official in receipt of ►M112 a retirement pension or invalidity allowance ◄ ◄ died. ►M23 However, where the payment provided for in Article 70 of the Staff Regulations is made on the death of the official or of the person entitled to a pension, such right shall take effect on the first day of the fourth month following that in which death occurred. ◄
The right to receive payment of survivor's pension shall cease at the end of the calendar month in which the recipient of the pension dies or ceases to satisfy the requirements for payment of the pension. ►M112 Similarly the right to an orphan's pension shall cease if the recipient ceases to be regarded as a dependent child within the meaning of Article 2 of Annex VII. ◄
Article 25
Where the difference in age between the deceased official ►M62 or former official in receipt of ►M112 a retirement pension or invalidity allowance ◄ ◄ and his surviving spouse, less the length of time they have been married, is more than ten years, the survivor's pension, calculated in accordance with the preceding provisions, shall be subject to a reduction, per full year of difference, amounting to:
Article 26
►M112 A surviving spouse's ◄ entitlement to survivor's pension shall cease on remarriage. ►M112 He or she shall be entitled ◄ to immediate payment of a capital sum equal to twice the annual amount of her survivor's pension, provided that the second paragraph of Article 80 of the Staff Regulations does not apply.
Article 27
The divorced spouse of an official or a former official shall be entitled to a survivor's pension, as defined in this Chapter, provided that, on the death of the former spouse, he/she can justify entitlement on his/her own account to receive maintenance from him by virtue of a court order or as a result of an officially registered settlement in force between himself/herself and his/her former spouse.
The survivor's pension may not, however, exceed the amount of maintenance paid at the time of death of the former spouse, the amount having been ►M131 updated ◄ in accordance with the procedure laid down in Article 82 of the Staff Regulations.
The divorced spouse's entitlement shall cease if he or she remarries before the former spouse dies. Article 26 shall apply in the event of remarriage after the death of the former spouse.
Article 28
Where the deceased official leaves more than one ►M112 divorced spouse ◄ entitled to survivor's pension or one or more ►M112 divorced spouses ◄ and ►M112 a surviving spouse ◄ entitled to a survivor's pension, that pension shall be divided in proportion to the respective duration of the marriages. The provisions of the second and third paragraphs of Article 27 shall apply.
If any of the persons entitled to pension dies or renounces ►M112 his or her share, that share ◄ shall accrue to the shares of the other persons, except where there are orphans' rights under the second paragraph of Article 80 of the Staff Regulations.
Reductions in respect of difference in age, as provided in Article 25, shall be applied separately to pensions divided in accordance with this Article.
Article 29
Where under Article 42 ►M112 the divorced spouse ◄ ceases to be entitled to a pension, the total pension shall be payable ►M112 to the surviving spouse ◄ , provided the second paragraph of Article 80 of the Staff Regulations does not apply.
CHAPTER 5
Provisional pensions
Article 30
The spouse of persons recognised as dependants of an official ►M62 having one of the statuses listed in Article 35 of the Staff Regulations ◄ whose whereabouts are unknown for more than one year may provisionally receive the survivor's pension to which they would be entitled under this Annex.
Article 31
The spouse or persons recognised as dependants ►M62 of a former official ◄ in receipt of ►M112 retirement pension or invalidity allowance ◄ whose whereabouts are unknown for more than one year may provisionally receive the survivor's pension to which they would be entitled under this Annex.
Article 31a
The spouse or persons recognized as dependants of a former official within the meaning of Article 18a of Annex VIII, or of a former official entitled to an allowance either under Article 50 of the Staff Regulations ►M112 or under Regulation (EEC) No 1857/89 ( 15 ), Regulation (EC, Euratom) No 1746/2002 ( 16 ), Regulation (EC, Euratom) No 1747/2002 ( 17 ) or Regulation (EC, Euratom) No 1748/2002 ( 18 ) ◄ may, if the former official's whereabouts are unknown for more than one year, provisionally receive a survivor's pension to which they would be entitled under this Annex.
Article 32
The provisions of Article 31 shall apply to persons recognised as a dependant of a person in receipt of or entitled to a survivor's pension whose whereabouts are unknown for more than one year.
Article 33
Provisional pensions under Articles 30, 31 ►M62 , 31a ◄ and 32 shall be converted into definitive pensions when the death of the official ►M62 or former official ◄ has been duly confirmed or he has been legally declared missing, presumed dead.
CHAPTER 6
Pension increases in respect of dependent children
Article 34
The provisions of the second paragraph of Article 81 of the Staff Regulations shall apply to persons in receipt of a provisional pension.
Articles 80 and 81 of the Staff Regulations shall also apply to children born less than 300 days after the death of the official or former official in receipt of a retirement pension or invalidity allowance.
▼M23 —————
Article 35
The award ►M112 of a retirement or survivor's pension or of an invalidity allowance ◄ or of a provisional pension shall not entitle the pensioner to expatriation allowance.
CHAPTER 7
Section 1
FUNDING OF THE PENSION SCHEME
Article 36
Salaries ►M112 and invalidity allowances ◄ shall in all cases be subject to deduction of the contribution to the pension scheme provided for in Articles 77 to 84 of the Staff Regulations.
Article 37
An official on secondment shall continue to pay the contribution referred to in the preceding Article on the basis of the salary carried by his step and grade. This shall also apply, up to a maximum of five years as provided in Article 3, to officials receiving the allowance provided for in respect of non-active status or retirement in the interests of the service ►M39 and to officials on leave on personal grounds who are continuing to acquire further pension rights on the conditions laid down in Article 40 (3) of the Staff Regulations. ◄ .
All benefits to which any such official or those entitled under him may be entitled under this pension scheme shall be calculated on the basis of such salary.
Article 38
Contributions properly deducted shall not be refunded. Contributions wrongly deducted shall not confer the right to receive a pension; they shall be reimbursed without interest at the request of the official concerned or of those entitled under him.
▼M112 —————
Section 2
CALCULATION OF PENSION
Article 40
The institution in which the official was serving at the time when his active employment ended shall be responsible for calculating the amount of ►M112 retirement, or survivor's or provisional pension or invalidity allowance ◄ . A detailed statement of the calculation shall be communicated to the official or to those entitled under him and to the ►M128 European Commission ◄ , which is the paying agency, at the same time as the decision awarding the pension.
A retirement pension or invalidity allowance shall not be paid concurrently with the salary payable from the general budget of the European Union or by one of the agencies nor with the allowance payable under Articles 41 and 50 of the Staff Regulations. Similarly, they shall be incompatible with any remuneration derived from a post in one of the institutions or agencies.
Article 41
The amount of pension may at any time be calculated afresh if there has been error or omission of any kind.
They shall be liable to modification or withdrawal if the award was contrary to the provisions of the Staff Regulations or of this Annex.
Article 42
Where an official ►M62 or former official in receipt of ►M112 a retirement pension or invalidity allowance ◄ ◄ dies and those entitled under him do not apply for their pension ►M112 or allowance ◄ within one year from the date of his death, they shall lose their entitlement, save where force majeure is duly established.
Article 43
►M62 A former official ◄ or those entitled under him in favour of whom benefits arise under this pension scheme shall furnish such written proof as may be required and inform the institution referred to in the second paragraph of Article 45 of any facts liable to affect their entitlement.
Article 44
Where an official has been ►M112 temporarily ◄ deprived, in whole or in part, of his pension rights ►M112 under Article 9 of Annex IX ◄ , he shall be entitled to claim reimbursement in proportion to the amount by which his pension has been reduced of the pension contributions he has paid.
Section 3
PAYMENT OF BENEFITS
Article 45
Benefits under this pension scheme shall be paid monthly in arrears.
These benefits shall, ►M15 on behalf of the ►M128 Union ◄ ◄ , be provided by the institution designated by the budgetary authorities; no other institution may, under any description whatsoever, pay out of its own funds benefits provided for under this pension scheme.
For pensioners residing in the European Union, benefits shall be paid in euro into a bank in the ►M131 European Union. ◄
For pensioners residing outside the European Union, pensions shall be paid, in euro into a bank ►M131 in the European Union or ◄ in the country of residence. The pension may by way of exception be paid ►M131 ————— ◄ in foreign currency in the country of residence of the pensioner, converted at the most up-to-date exchange rates used for the implementation of the general budget of the European Union.
This Article shall apply by analogy to the recipients of an invalidity allowance.
▼M62 —————
Article 46
Any sums due from an official ►M62 or former official in receipt ►M112 of a retirement pension or invalidity allowance ◄ ◄ to ►M15 the ►M128 Union ◄ ◄ at the date when a benefit is payable under this pension scheme shall be deducted from the amount of his benefit or from the benefits payable to those entitled under him. The deduction may be spread over a number of months.
▼M62 —————
CHAPTER 8
Transitional provisions
Article 48
An official to whom the Staff Regulations are applied pursuant to the transitional provisions shall be entitled to pension rights computed from the date of his joining the temporary joint provident scheme of the institutions of the ►M128 Union ◄ .
If an official so requests, his pension rights shall, notwithstanding any provisions to the contrary in the Staff Regulations, be computed from the date on which he entered the service of an institution of ►M128 the European Union ◄ in any capacity whatever. Where during the whole or part of his previous service he had not contributed under the provident scheme, he shall be entitled, by payment in instalments, to buy in the pension rights for which he had been unable to contribute. The amounts contributed by the official, together with the corresponding amounts contributed by the institution, shall be deemed to have been standing to the official's credit under the temporary provident scheme at the date of entry into force of these Staff Regulations.
Article 49
Where an official has exercised his option to withdraw from his account with the temporary joint provident scheme of the institutions of the ►M128 Union ◄ sums which he was required to contribute in his country of origin in order to maintain his pension rights there, his pension rights shall, in respect of the period when he was a member of the temporary provident scheme, be reduced in proportion to the sums withdrawn from his account.
The preceding paragraph shall not apply where an official has asked, within three months of the Staff Regulations being applied to him, to be allowed to repay those sums plus compound interest at the rate of 3·5 % per annum.
Article 50
An official to whom the Staff Regulations are applied pursuant to the transitional provisions shall be entitled, if he leaves the service at the age of sixty-five years without having completed the ten years required under the first paragraph of Article 77 of the Staff Regulations, to opt for payment of a grant calculated in accordance with Article 12 of this Annex or for a proportionately reduced pension calculated in accordance with the second paragraph of Article 77 of the Staff Regulations.
Article 51
This pension scheme shall apply to the widow of and those entitled under any servant of the ►M128 Union ◄ who died while in active employment before the entry into force of the Staff Regulations and to any servant of the ►M128 Union ◄ who, before the entry into force of the Staff Regulations, was suffering from total permanent invalidity within the meaning of Article 78 of the Staff Regulations, subject to the transfer to the ►M128 Union ◄ of the amounts standing to his credit under the temporary joint provident scheme of the institutions of the ►M128 Union ◄ . The ►M128 Union ◄ shall assume the liability for payment of the benefits provided for in this pension scheme.
ANNEX IX
Disciplinary proceedings
Section 1
General provisions
Article 1
Article 2
Article 3
On the basis of the investigation report, after having notified the official concerned of all evidence in the files and after hearing the official concerned, the Appointing Authority may:
decide that no case can be made against the official, in which case the official shall be informed accordingly in writing; or
decide, even if there is or appears to have been a failure to comply with obligations, that no disciplinary measure shall be taken and, if appropriate, address a warning to the official; or
in the case of failure to comply with obligations within the meaning of Article 86 of the Staff Regulations:
decide to initiate the disciplinary proceedings provided for in Section 4 of this Annex, or
decide to initiate disciplinary proceedings before the Disciplinary Board.
Article 4
An official who, for objective reasons, cannot be heard under the provisions of this Annex may be asked to comment in writing or may be represented by a person of his choice.
Section 2
Disciplinary board
Article 5
Article 6
The two members of the Board as enlarged in accordance with Article 5(2) of this Annex shall be appointed in the following manner:
the Appointing Authority shall draw up a list containing, if possible, the names of two officials in each grade in each function group. At the same time, the Staff Committee shall send the Appointing Authority a list drawn up on the same basis;
within ten days of the notification of the report on which the decision to open disciplinary proceedings or the procedure laid down in Article 22 of the Staff Regulations is based, the chairman of the Board, in the presence of the person concerned, shall draw by lot from the abovementioned lists the names of the two Board members, one member being drawn from each list. The chairman may decide that the secretary is to replace him in this procedure. The chairman shall notify the official concerned and the individual members of the Board of its complete composition.
Within the same time limit, Board members may ask to be excused from duty for legitimate reasons and shall withdraw if a conflict of interests exists.
If necessary, the chairman of the Board shall draw new lots to replace the members appointed in accordance with paragraph 4.
Article 7
The Board shall be assisted by a secretary appointed by the Appointing Authority.
Article 8
Section 3
Disciplinary measures
Article 9
The Appointing Authority may impose one of the following penalties:
a written warning;
a reprimand;
deferment of advancement to a higher step for a period of between one and 23 months;
relegation in step;
temporary downgrading for a period of between 15 days and one year;
downgrading in the same function group;
classification in a lower function group, with or without downgrading;
removal from post and, where appropriate, reduction pro tempore of a pension or withholding, for a fixed period, of an amount from an invalidity allowance; the effects of this measure shall not extend to the official's dependants. In case of such reduction however, the former official's income may not be less than the minimum subsistence figure laid down in Article 6 of Annex VIII, with the addition of any family allowances payable.
Article 10
The severity of the disciplinary penalties imposed shall be commensurate with the seriousness of the misconduct. To determine the seriousness of the misconduct and to decide upon the disciplinary penalty to be imposed, account shall be taken in particular of:
the nature of the misconduct and the circumstances in which it occurred,
the extent to which the misconduct adversely affects the integrity, reputation or interests of the institutions,
the extent to which the misconduct involves intentional actions or negligence,
the motives for the official's misconduct,
the official's grade and seniority,
the degree of the official's personal responsibility,
the level of the official's duties and responsibilities,
whether the misconduct involves repeated action or behaviour,
the conduct of the official throughout the course of his career.
Section 4
Disciplinary proceedings not involving the disciplinary board
Article 11
The Appointing Authority may decide on the penalty of a written warning or reprimand without consulting the Board. The official concerned shall be heard before such action is taken by the Appointing Authority.
Section 5
Disciplinary proceedings before the disciplinary board
Article 12
Article 13
Article 14
If, in the presence of the Chairman of the Board, the official concerned acknowledges misconduct on his part and accepts unreservedly the report referred to in Article 12 of this Annex, the Appointing Authority may, in accordance with the principle of proportionality between the nature of the misconduct and the penalty being considered, withdraw the case from the Board. Where a case is withdrawn from the Board the Chairman shall deliver an opinion on the penalty considered.
Under this procedure the Appointing Authority may, by derogation from Article 11 of this Annex, impose one of the penalties provided for in Article 9(1) (a) to (d) of this Annex.
The official concerned shall be informed before acknowledging his misconduct of the possible consequences of such acknowledgement.
Article 15
Before the first meeting of the Board, the chairman shall give one of its members the task of preparing a general report on the matter and shall inform the other members of the Board accordingly.
Article 16
Article 17
Article 18
After consideration of documents submitted and having regard to any statement made orally or in writing and to the results of any investigation undertaken, the Board shall, by majority vote, deliver a reasoned opinion as to whether the facts complained of are established and as to any penalty to which those facts should give rise. This opinion shall be signed by all the members of the Board. Each member may attach to the opinion a divergent view. The Board shall transmit the opinion to the Appointing Authority and to the official concerned within two months of the date of receipt of the report of the Appointing Authority, provided that this time limit is commensurate with the degree of complexity of the case. Where an investigation has been held at the Board's initiative, the time limit shall be four months, provided that this period is commensurate with the degree of complexity of the case.
Article 19
Article 20
The secretary shall draw up minutes of meetings of the Disciplinary Board. Witnesses shall sign the minutes recording their evidence.
Article 21
Article 22
Section 6
Suspension
Article 23
Article 24
Section 7
Parallel criminal prosecution
Article 25
Where the official is prosecuted for those same acts, a final decision shall be taken only after a final judgment has been handed down by the court hearing the case.
Section 8
Final provisions
Article 26
The decisions referred to under Articles 11, 14, 22 and 23 of this Annex shall be sent for information to OLAF in cases where an investigation was initiated by the Office.
Article 27
An official against whom a disciplinary penalty other than removal from post has been ordered may, after three years in the case of a written warning or reprimand or after six years in the case of any other penalty, submit a request for the deletion from his personal file of all reference to such measure. The Appointing Authority shall decide whether to grant this request.
Article 28
Where new facts supported by relevant evidence come to light, disciplinary proceedings may be reopened by the Appointing Authority on its own initiative or on application by the official concerned.
Article 29
If no case has been made against the official pursuant to Articles 1(3) and 22(2) of this Annex, the official shall be entitled to request that the damage suffered should be made good through suitable publicity for the decision of the Appointing Authority.
Article 30
Without prejudice to Article 2(3), the appointing authority of each institution shall, if it sees fit, adopt implementing arrangements for this Annex after consulting the Staff Committee.
ANNEX X
Special and exceptional provisions applicable to officials serving in a third country
CHAPTER 1
GENERAL PROVISIONS
Article 1
This Annex lays down the special and exceptional provisions applicable to officials of the ►M128 European Union ◄ serving in a third country.
Only nationals of Member States of the ►M128 Union ◄ may be recruited to serve in such a country, the appointing authority not being permitted to invoke the exception provided for in Article 28 (a) of the Staff Regulations.
General implementing provisions shall be adopted in accordance with Article 110 of the Staff Regulations.
Article 2
By decision of the appointing authority in the interests of the service, officials shall be transferred periodically, if necessary without regard to vacant posts.
The Appointing Authority shall make such transfers by a specific procedure referred to as the ‘mobility procedure’, for which it shall lay down detailed implementing rules, after consulting the Staff Committee.
Article 3
►M112 Under the mobility procedure, an official assigned to a third country may, by decision of the Appointing Authority, be reassigned temporarily with his post to the seat of the institution or any other place of employment in the ►M128 Union ◄ ; such assignments, which shall not be preceded by a vacancy notice, may not be for more than four years. ◄ By way of derogation from the first subparagraph of Article 1, the appointing authority may decide, on the basis of general implementing provisions, that the official shall remain subject to certain provisions of this Annex for the duration of this temporary assignment, excluding Articles 5, 10 and 12 thereof.
CHAPTER 2
OBLIGATIONS
Article 4
An official shall carry out his duties at the place to which he is assigned on recruitment or on transfer in the interests of the service following the mobility procedure.
Article 5
CHAPTER 3
WORKING CONDITIONS
Article 6
An official shall, per calendar year, be entitled to annual leave of two working days for each month of service.
Notwithstanding the first paragraph of this Article, officials posted already in a third country on 1 January 2014 shall be entitled to:
Article 7
In the year in which an official takes up or ceases to perform his duties in a third country, he shall be entitled to two working days leave for each complete month of service, to two working days for an incomplete month consisting of more than 15 days and to one working day for an incomplete month of 15 days or less.
Where an official, for reasons other than the requirements of the service, has not used up his annual leave before the end of the current calendar year, the amount of leave which may be carried over to the following year shall not exceed 14 working days.
Article 8
By way of exception, the appointing authority may, by special reasoned decision, grant an official rest leave on account of particularly difficult living conditions at his place of employment. For each such place, the appointing authority shall determine the town(s) where rest leave may be taken.
Officials who take part in professional training courses pursuant to Article 24a of the Staff Regulations and who have been granted rest leave pursuant to the first paragraph of this Article shall undertake, where appropriate, to combine their periods of professional training with their rest leave.
Article 9
The period of rest leave shall be extended by the addition of travelling time calculated in accordance with Article 7 of Annex V to the Staff Regulations.
Article 9a
During parental and family leave as provided for in Articles 42a and 42b of the Staff Regulations, Articles 5, 23 and 24 of this Annex shall continue to apply for a cumulative maximum period of six months within each two-year period of assignment to a third country, and Article 15 of this Annex shall continue to apply for a cumulative maximum period of nine months within each two-year period of assignment to a third country.
CHAPTER 4
EMOLUMENTS AND SOCIAL SECURITY BENEFITS
Section 1
EMOLUMENTS AND FAMILY ALLOWANCES
Article 10
Where an official is employed in a country in which living conditions can be deemed equivalent to those normally obtaining in the European Union, no such allowance shall be payable.
In the case of other places of employment, the allowance for living conditions shall be fixed taking into account, inter alia, the following parameters:
The allowance for living conditions fixed for each place of employment shall be reviewed and, where appropriate, adjusted each year by the appointing authority after the opinion of the Staff Committee has been obtained.
The appointing authority may decide to grant a supplementary premium in addition to the allowance for living conditions in cases where an official has had more than one assignment to a place of employment considered difficult or very difficult. That supplementary premium shall not exceed 5 % of the reference amount referred to in the first subparagraph and the appointing authority shall duly substantiate its individual decisions in order to respect equality of treatment, basing itself on the level of difficulty of the previous assignment.
If living conditions at the place of employment are such as to put the official at personal risk, a temporary additional allowance shall be paid to him by special reasoned decision of the appointing authority. That allowance shall be fixed as a percentage of the reference amount referred to in the first subparagraph of paragraph 1:
In duly justified cases, the appointing authority may also determine that a post is a non-family posting. The above-mentioned allowance shall be paid to staff members who respect that determination.
Article 11
Remuneration, as also the allowances referred to in Article 10, shall be paid in ►M94 euros ◄ in ►M131 the European Union ◄ . They shall be subject to the weighting applicable to the remuneration of officials employed in Belgium.
Article 12
At the request of the official, the appointing authority may decide to pay all or part of his remuneration in the currency of the country of employment. In that event, it shall be subject to the weighting for the place of employment and shall be converted on the basis of the corresponding exchange rate.
In duly substantiated exceptional cases, the appointing authority may make all or part of this payment in a currency other than that of the country of employment in such a way as to maintain purchasing power.
Article 13
In order to ensure as far as possible that officials enjoy equivalent purchasing power irrespective of their place of employment, the weighting referred to in Article 12 shall be updated once a year in accordance with Annex XI. With respect to the update, all values shall be understood as reference values. The Commission shall publish the updated values within two weeks after the update in the C series of the Official Journal of the European Union for information purposes.
Where, however, in the case of a given country, the variation in the cost of living measured on the basis of the weighting and the corresponding exchange rate is found to have exceeded 5 % since the last update, an interim update of the weighting in accordance with the procedure laid down in the first paragraph shall take place.
Article 14
The Commission shall submit an annual report to the Council on the application of this Annex and in particular on the fixing of the rate of the allowance for living conditions as provided for in Article 10.
Article 15
On the conditions laid down by the appointing authority, the official shall receive an education allowance to cover the actual education costs incurred, payment of the allowance being made on the production of supporting documents. Except in cases deemed exceptional by the appointing authroity, this allowance shall not exceed three times the doubled maximum education allowance.
Article 16
Reimbursements due to officials shall be paid in ►M112 euro, in the currency of the country of employment or in the currency in which the expenditure was incurred ◄ , on the basis of a reasoned request from the official.
Officials may opt to have installation or resettlement allowances paid in either ►M94 euros ◄ or the currency of the place of installation or resettlement; in the latter case, they shall be subject to the weighting fixed for the place in question and converted at the corresponding exchange rate.
Section 2
RULES RELATING TO THE REIMBURSEMENT OF EXPENSES
Article 17
An official ►M112 provided accommodation pursuant to Article 5 or 23 of this Annex and ◄ who, for reasons beyond his control, is obliged to change his residence at the place of employment shall, by special reasoned decision of theappointing authority, be reimbursed the expenses incurred in respect of removal of furniture and personal effects, on production of supporting documents and in accordance with the rules on removals.
In such cases, he shall have ►M112 the other expenses incurred by this change of residence ◄ reimbursed on production of supporting documents, subject to a ceiling equal to half the installation allowance.
Article 18
An official who, at his place of employment, is staying at a hotel because the accommodation provided for in Article 5 cannot yet be allocated to him or is no longer available to him or who, for reasons beyond his control, has not been able to take possession of his accommodation shall be reimbursed the hotel expenses of himself and his family on production of the hotel bills, after prior authorization by the appointing authority.
The official shall also receive the daily allowance provided for in Article 10 of Annex VII, less 50 %, except in cases of force majeure to be determined by the Appointing Authority.
Where hotel accommodation cannot be provided, the official shall be entitled to reimbursement of the actual cost of renting temporary accommodation, after prior approval by the appointing authority.
Article 19
An official who does not have access to a staff car for travel on official business directly connected with the performance of his duties shall receive a mileage allowance for the use of his own car. The amount of the allowance shall be fixed by the Appointing Authority
Article 20
An official shall be entitled to travel expenses for rest leave from his place of employment to the authorized place of leave for himself and, if he is entitled to the household allowance, for his spouse and dependents if they live with him.
Where travel by train is impossible or impracticable, reimbursement shall be by special decision on production of the air tickets, whatever the distance.
Article 21
Where an official is obliged to change his place of residence in order to comply with Article 20 of the Staff Regulations on taking up his appointment or on transfer, the institution shall, subject to the conditions laid down by the Appointing Authority and depending on the type of accommodation that can be provided for him at the place of employment, bear the cost of:
moving part or all of his furniture and personal effects from their location at the time to the place of employment and of transporting his personal effects, in the event that unfurnished accommodation is provided;
transporting his personal effects and of storage of his furniture and personal effects in the event that furnished accommodation is provided.
In the event of termination of service or death, the institution shall, subject to the conditions laid down by the appointing authority, bear the actual cost of moving an official's furniture and personal effects from their location at the time to his place of origin or of transporting his personal effects from the place of employment to his place of origin. Reimbursement may be made for any or all of these costs.
In the event of the death of an unmarried official, reimbursement shall be made to those entitled under him.
Article 22
The temporary accommodation allowance and the cost of transporting the personal effects of his spouse and dependants shall be advanced to a probationer official by the institution.
In the event of the probationer official not being established at the end of his probationary period, the institution may in exceptional cases take steps to recover up to half of these sums on the basis of the provisions laid down by the appointing authority.
Article 23
On the basis of a list of countries to be defined by the appointing authority, and where the official is not provided with accommodation by the institution, the appointing authority shall either pay the official an accommodation allowance or reimburse the rent paid by the official.
The accommodation allowance shall be paid upon presentation of a tenancy agreement unless the appointing authority waives that obligation for duly justified reasons linked to practices and local conditions in the place of employment in the third country concerned. The accommodation allowance shall be calculated depending primarily on the official's level of duties and subsequently on the composition of his dependent family.
The rent shall be reimbursed, provided that the accommodation has been expressly authorised by the appointing authority and corresponds primarily to the official's level of duties and subsequently to the composition of his dependent family.
Detailed rules for the application of this Article shall be laid down by the appointing authority. The accommodation allowance shall not in any case exceed the costs incurred by the official.
Section 3
SOCIAL SECURITY BENEFITS
Article 24
The official, his spouse, his children and other persons dependent on him shall be covered by supplementary sickness insurance for the difference between expenditure actually incurred and payments from the scheme provided for in Article 72 of the Staff Regulations; no reimbursement shall be made under Article 72 (3).
Half the premium shall be paid by the official and half by the institution. However, the official's contribution shall not exceed 0,6 % of his basic salary, any balance shall be paid by the institution.
The official, his spouse, his children and other persons dependent on him shall be insured for repatriation on health grounds in the case of an emergency or extreme emergency; the premium shall be paid entirely by the institution.
Article 25
The spouse, children and other persons dependent on the official shall be insured against accidents occurring outside the ►M128 Union ◄ in the countries appearing on a list adopted for this purpose by the appointing authority.
Half the premium shall be paid by the official and half by the institution.
▼M112 —————
ANNEX XI
RULES FOR IMPLEMENTING ARTICLES 64 AND 65 OF THE STAFF REGULATIONS
CHAPTER 1
ANNUAL UPDATE OF REMUNERATION PROVIDED FOR IN ARTICLE 65(1) OF THE STAFF REGULATIONS
Factors determining annual updates
Article 1
1. Report from the Statistical Office of the European Union (Eurostat)
For the purposes of the update provided for in Article 65(1) of the Staff Regulations and in Article 13 of Annex X, Eurostat shall draw up every year before the end of October a report on changes in the cost of living in Belgium and Luxembourg, the economic parities between Brussels and certain places in the Member States and in third countries where necessary, and changes in the purchasing power of salaries in national civil services in central government.
2. Changes in the cost of living in Belgium and Luxembourg
Eurostat shall draw up an index to measure changes in the cost of living for officials of the Union in Belgium and Luxembourg. That index (hereinafter the ‘Joint Index’) shall be calculated by weighting national inflation (as measured by the Harmonised Indices of Consumer Prices (HICP) in the case of Belgium and the Consumer Prices Index (CPI) in the case of Luxembourg) between June of the previous year and June of the current year according to the distribution of the staff serving in those Member States.
3. Changes in the cost of living outside Brussels
Eurostat shall, in agreement with national statistical institutes or other appropriate authorities in the Member States as defined in Regulation (EC) No 223/2009 of the European Parliament and of the Council ( 19 ) (hereinafter ‘national statistical institutes or other appropriate authorities in the Member States’), calculate the economic parities which establish the equivalence of purchasing power:
of the salaries of officials of the Union serving in the capitals of the Member States, except for the Netherlands where The Hague is used instead of Amsterdam, and in certain other places of employment with reference to Brussels,
of the pensions of officials paid in the Member States with reference to Belgium.
The economic parities shall refer to the month of June each year.
The economic parities shall be calculated in such a way that each basic component can be updated twice per year and checked by a direct survey at least once every five years. Eurostat shall update the economic parities using the change in the Harmonised Index of Consumer Prices of the Member States and the most appropriate indices as defined by the Working Group on Articles 64 and 65 of the Staff Regulations referred to in Article 13.
Outside Belgium and Luxembourg, changes in the cost of living during the reference period shall be measured by the implicit indices. Those indices are calculated by multiplying the Joint Index by the change in the economic parity.
4. Changes in the purchasing power of salaries of national civil servants in central government (specific indicators)
For the purpose of measuring the percentage change, either upward or downward, in the purchasing power of salaries in the national civil services, Eurostat shall, on the basis of information supplied before the end of September by the national statistical institutes or other appropriate authorities in the Member States, calculate specific indicators reflecting changes in the real remuneration of civil servants in central government, between the month of July of the previous year and the month of July of the current year. The two should include one twelfth of all annually-paid elements.
The specific indicators shall take two forms:
one indicator for each of the function groups as they are defined in the Staff Regulations,
an average indicator weighted to reflect the number of national civil servants corresponding to each function group.
Each of those indicators shall be established in real gross and real net terms. For the transition from gross to net, account shall be taken of statutory deductions and general taxation factors.
To establish the gross and net indicators for the European Union total, Eurostat shall use a sample composed of the following Member States: Belgium, Germany, Spain, France, Italy, Luxembourg, Netherlands, Austria, Poland, Sweden and United Kingdom. The European Parliament and the Council, acting on a Commission proposal under Article 336 of the Treaty on the Functioning of the European Union, may adopt a new sample which represents at least 75 % of the Union gross domestic product (GDP) and which will apply from the year following its adoption. The results per country shall be weighted in proportion to the appropriate national GDP aggregate measured using purchasing power parities as shown in the most recent statistics published in accordance with the national accounts definitions in the European System of Accounts currently in force.
At the request of Eurostat, the national statistical institutes or other appropriate authorities in the Member States shall supply it with the additional information which it considers necessary in order to draw up a specific indicator accurately measuring changes in the purchasing power of national civil servants.
If, after further consultation of the national statistical institutes or other appropriate authorities in the Member States, Eurostat finds statistical anomalies in the information obtained or finds it impossible to draw up indicators which measure with statistical accuracy the changes in the real income of civil servants in a given Member State, it shall report to the Commission and provide it with all the material it needs to make an assessment.
Besides the specific indicators, Eurostat shall calculate appropriate control indicators. One such indicator shall be in the form of data on real per capita emoluments in central government, drawn up in accordance with the national accounts definitions in the European System of Accounts currently in force.
The Eurostat report on the specific indicators shall be accompanied by comments on the differences between those indicators and the control indicators referred to in this point.
Article 2
For the purposes of Article 15 of this Annex the Commission shall regularly survey the recruitment needs of the institutions.
Arrangements for the annual update of remuneration and pensions
Article 3
1. Under Article 65 of the Staff Regulations, on the basis of the criteria set out in Section 1 of this Annex, the remuneration and pensions shall be updated before the end of each year, with effect from 1 July.
2. The amount of the update shall be obtained by multiplying the Joint Index by the specific indicator. The update shall be in net terms as a uniform across-the-board percentage.
3. The amount of the update thus fixed shall be incorporated, in accordance with the following method, in the basic salary tables appearing in Article 66 of the Staff Regulations and in Annex XIII to the Staff Regulations and in Articles 20, 93 and 133 of the Conditions of Employment of Other Servants:
the net remuneration and net pension without correction coefficient shall be increased or reduced by the update referred to above,
the new table of basic salaries shall be drawn up by calculating the gross amount which, after deduction of tax having regard to paragraph 4 and compulsory deductions for social security and pension contributions, corresponds to the net amount,
the conversion of net amounts into gross amounts shall be based on the situation of an unmarried official who does not receive the allowances provided for in the Staff Regulations.
4. For the purposes of applying Regulation (EEC, Euratom, ECSC) No 260/68, the amounts in Article 4 of that Regulation shall be multiplied by a factor composed of:
the factor resulting from the previous update, and/or
the rate of update of remuneration referred to in paragraph 2.
5. No correction coefficient shall be applicable in Belgium and Luxembourg. The correction coefficients applicable:
to the salaries of officials of the European Union serving in the other Member States and in certain other places of employment,
by way of derogation from Article 82(1) of the Staff Regulations, to European Union pensions paid in the other Member States for the part corresponding to the rights acquired before 1 May 2004,
shall be determined on the basis of the ratios between the corresponding economic parities referred to in Article 1 of this Annex and the exchange rates specified in Article 63 of the Staff Regulations for the relevant countries.
The procedures laid down in Article 8 of this Annex concerning the retrospective application of correction coefficients in places of employment with a high rate of inflation shall apply.
6. The institutions shall make the corresponding positive or negative update to the remuneration and pensions of the officials, former officials and other persons concerned with retroactive effect for the period between the effective date and the date of entry into force of the next update.
If that retroactive update necessitates the recovery of sums overpaid, such recovery may be spread over a period of not more than 12 months from the date of entry into force of the next annual update.
CHAPTER 2
INTERMEDIATE UPDATES OF REMUNERATION AND PENSIONS (ARTICLE 65(2) OF THE STAFF REGULATIONS)
Article 4
1. An intermediate update of remuneration and pensions pursuant to Article 65(2) of the Staff Regulations, taking effect on 1 January, shall be effected in the event of a substantial change in the cost of living between June and December (by reference to the sensitivity threshold defined in Article 6 of this Annex) and with due allowance being made for the forecast of the change in purchasing power during the current annual reference period.
2. Such intermediate updates shall be taken into account in the annual salary update.
Article 5
1. In March each year Eurostat shall make a forecast of changes in purchasing power over the period concerned on the basis of the information supplied at the meeting provided for in Article 13 of this Annex.
If that forecast produces a negative percentage, half of that percentage shall be taken into account in the calculation of the intermediate update.
2. The change in the cost of living for Belgium and Luxembourg shall be measured by the Joint Index for the period from June to December of the previous calendar year.
3. For each place for which a correction coefficient has been set (other than Belgium and Luxembourg), an estimate for December of the economic parities mentioned in Article 1(3) shall be calculated. The change in the cost of living shall be calculated in accordance with the rules set out in Article 1(3).
Article 6
1. The sensitivity threshold for the six-month period mentioned in Article 5(2) of this Annex shall be the percentage corresponding to 6 % for a 12-month period.
2. The threshold shall be applied in accordance with the following procedure, subject to application of the second subparagraph of Article 5(1) of this Annex:
if the sensitivity threshold is reached or exceeded in Belgium and Luxembourg (as measured by the Joint Index between June and December), the remuneration for all places shall be updated following the annual update procedure,
if the sensitivity threshold is not reached in Belgium and Luxembourg, only the correction coefficients of places where the change in the cost of living (as measured by the implicit indices between June and December) has exceeded the threshold shall be updated.
Article 7
For the purposes of Article 6 of this Annex:
The amount of the update shall be the Joint Index, multiplied, where appropriate, by half of the specific indicator forecast if this is negative.
Correction coefficients shall be the ratio between the relevant economic parity and the exchange rate provided for in Article 63 of the Staff Regulations, multiplied, if the update threshold is not reached for Belgium and Luxembourg, by the value of the update.
CHAPTER 3
DATE ON WHICH A CORRECTION COEFFICIENT COMES INTO EFFECT (PLACES OF EMPLOYMENT WITH A HIGH COST-OF-LIVING INCREASE)
Article 8
1. For places with a high cost-of-living increase (as measured by the change in the implicit indices), the correction coefficient shall come into effect before 1 January in the case of the intermediate update, or 1 July in the case of the annual update. This is so as to bring the loss in purchasing power into line with what it would be in a place of employment where the change in the cost of living corresponded to the sensitivity threshold.
2. The effective dates for the annual update shall be as follows:
16 May for places of employment having an inflation rate higher than 6 %, and
1 May for places of employment having an inflation rate higher than 10 %.
3. The effective dates for the intermediate update shall be as follows:
16 November for places of employment having an inflation rate higher than 6 %, and
1 November for places of employment having an inflation rate higher than 10 %.
CHAPTER 4
CREATION AND WITHDRAWAL OF CORRECTION COEFFICIENTS (ARTICLE 64 OF THE STAFF REGULATIONS)
Article 9
1. The appropriate authorities of the Member States concerned, the administration of an institution of the Union or the representatives of officials of the Union in a given place of employment can request the creation of a correction coefficient specific to that place.
Such a request should be supported by objective factors revealing an appreciable difference over some years in the cost of living between that place of employment and the capital of the Member State concerned (except for the Netherlands, where The Hague is used instead of Amsterdam). If Eurostat confirms that the difference is appreciable (more than 5 %) and sustainable, the Commission shall enact, by means of delegated acts in accordance with Articles 111 and 112 of the Staff Regulations, a correction coefficient for that place.
2. The Commission shall decide, by means of delegated acts in accordance with Articles 111 and 112 of the Staff Regulations, to withdraw the application of a correction coefficient specific to a certain place. In that case the decision shall be based on one of the following:
a request by the appropriate authorities of the Member State concerned, the administration of an institution of the Union or the representatives of officials of the Union in a given place of employment showing that the cost of living in that place is no longer significantly different (less than 2 %) from that in the capital of the Member State concerned. Such convergence should be sustainable and validated by Eurostat,
the fact that there are no longer any officials and temporary staff of the Union employed in that place.
CHAPTER 5
MODERATION AND EXCEPTION CLAUSES
Article 10
The value of the specific indicator used for the annual update shall be subject to an upper limit of 2 % and a lower limit of – 2 %. If the value of the specific indicator exceeds the upper limit or is below the lower limit, then the value of the limit shall be used to calculate the update value.
The first paragraph shall not apply when Article 11 applies.
The remainder of the annual update resulting from the difference between the update value calculated with the specific indicator and the update value calculated with the limit shall be applied as from 1 April of the following year.
Article 11
1. If there is a decrease in the real Union GDP for the current year as forecast by the Commission and the specific indicator is positive, only part of the specific indicator shall be used to calculate the value of the update. The remainder of the update value corresponding to the remainder of the specific indicator shall be applied as from a later date in the following year. That remainder of the update value shall not be taken into account for the purposes of Article 10. The value of the Union GDP, the consequences in terms of split of the specific indicator, and the application date are defined in accordance with the following table:
|
Union GDP |
Consequences on the specific indicator |
Date of payment of the second part |
|
[– 0,1 %; – 1 %] |
33 %; 67 % |
1 April of year n + 1 |
|
[– 1 %; – 3 %] |
0 %; 100 % |
1 April of year n + 1 |
|
below – 3 % |
0 % |
— |
2. Where there is a gap between the forecast mentioned under paragraph 1 and the final data on Union GDP made available by the Commission and those final data would modify the consequences as laid down in the table under paragraph 1, the necessary corrections, including retroactive adjustments, either positive or negative, shall take place in accordance with the same table.
3. Any updated reference amount resulting from a correction shall be published by the Commission within two weeks from the correction in the C series of the Official Journal of the European Union for information purposes.
4. When the application of paragraph 1 or 2 has led to the fact that the value of the specific indicator did not serve the update of the remunerations and the pensions, that value shall form the basis of the calculation of a future update once the cumulative increase of the Union GDP measured from the year in which paragraph 1 or 2 was applied becomes positive. In any case the value mentioned in the first sentence shall be subject by analogy to the limits and the principles laid down in Article 10 of this Annex. The evolution of the Union GDP shall be regularly measured by Eurostat for this purpose.
5. If relevant, the legal consequences resulting from the application of Article 10 and this Article shall continue to have full effect even after the date of expiry of this Annex as referred to in Article 15.
CHAPTER 6
ROLE OF EUROSTAT AND RELATIONS WITH THE NATIONAL STATISTICAL INSTITUTES OR OTHER APPROPRIATE AUTHORITIES OF THE MEMBER STATES
Article 12
It shall be the task of Eurostat to monitor the quality of basic data and statistical methods used to work out the factors taken into account for the update of remuneration. In particular, it shall make any assessments or carry out any studies required for such monitoring.
Article 13
In March each year Eurostat shall convene a meeting of a working group composed of experts from the national statistical institutes or other appropriate authorities in the Member States, to be known as the ‘Working Group on Article 64 and 65 of the Staff Regulations’.
At that meeting, the statistical methodology and its implementation concerning specific and control indicators, the joint index and economic parities shall be examined.
The information required to produce a forecast of changes in purchasing power for the purposes of the intermediate update of remuneration shall also be provided, together with the data on working hours in central government departments.
Article 14
At the request of Eurostat, Member States shall inform Eurostat of any factors having a direct or indirect impact on the composition and changes in the remuneration of central government civil servants.
CHAPTER 7
FINAL PROVISION AND REVIEW CLAUSE
Article 15
1. The provisions of this Annex shall apply from 1 January 2014 to 31 December 2023.
2. Before 31 March 2022 the Commission shall submit a report to the European Parliament and the Council. That report shall have regard to the survey conducted under Article 2 of this Annex and shall assess whether, in particular, the evolution of purchasing power of remuneration and pensions of Union officials is in accordance with the changes in the purchasing power of salaries in national civil services in central governments. On the basis of that report, if appropriate, the Commission shall submit a proposal to amend this Annex as well as Article 66a of the Staff Regulations on the basis of Article 336 of the Treaty on the Functioning of the European Union.
3. As long as the European Parliament and the Council have not adopted a Regulation on the basis of a Commission proposal, this Annex and Article 66a of the Staff Regulations shall continue to apply provisionally beyond the expiry dates laid down in paragraph 1 of this Article and in Article 66a of the Staff Regulations.
4. At the end of 2018 the Commission shall submit an interim report to the European Parliament and the Council on the application of this Annex and of Article 66a of the Staff Regulations.
ANNEX XII
Rules for implementing Article 83a of the Staff Regulations
CHAPTER 1
GENERAL PRINCIPLES
Article 1
Article 2
CHAPTER 2
ASSESSMENT OF THE ACTUARIAL BALANCE
Article 3
The five-yearly actuarial assessments shall lay down the conditions for balance by taking into account, as charges on the scheme, the retirement pension as defined in Article 77 of the Staff Regulations, the invalidity allowance as defined in Article 78 of the Staff Regulations, survivors' pensions as defined in Articles 79 and 80 of the Staff Regulations.
Article 4
In determining the actuarial values:
the future changes in each official's basic salary between the calculation date and the assumed retirement age shall be taken into account;
the pension rights earned before the calculation date (the past service liability) shall not be taken into account.
Article 5
The service cost shall be the sum of:
the retirement service cost (detailed in Article 6 of this Annex), i.e. the actuarial value of the pension rights that will be earned during year n, including the value of the portion of that pension that will become payable to the surviving spouse and/or dependent children upon the death of the official after retirement (reversion);
the invalidity service cost (detailed in Article 7 of this Annex), i.e. the actuarial value of the pension rights that will become payable to the active officials who are expected to become invalids during year n; and
the survivor's service cost (detailed in Article 8 of this Annex), i.e. the actuarial value of the pension rights that will become payable on behalf of active officials who are expected to die during year n.
These annuities shall give the actuarial present value of EUR 1 per year, taking into account the interest rate, the rate of annual change in the salary scales and the probability to be still alive at the age of retirement.
Article 6
If the cumulated pension rights (rights from the recruitment, including transfers) credited to the official at 31 December of year n-1 are at least 70 % he will deemed not to have acquired any right to pension during year n.
The projected basic salary (PS) at retirement shall be calculated starting from the basic salary at 31 December of the previous year and taking into account the rate of annual increase in the salary scales and the estimated annual rate of increase due to seniority and promotions as follows:
where:
|
SAL |
= |
present salary |
|
GSG |
= |
estimated annual rate of General Salary Growth, (the rate of annual change in the salary scales) |
|
ISP |
= |
estimated annual rate of Increase due to Seniority and Promotions |
|
m |
= |
difference between the assumed age of retirement (r) and the official's present age (x) |
Since the calculations shall be made in real terms, net of inflation, the rate of annual change in the salary scales and the annual rate of increase due to seniority and promotions shall be rates of increases net of inflation.
On the basis of the calculation of the pension rights earned by a given official, the actuarial value of those pension rights (and of the reversionary pensions linked to them) shall be calculated by multiplying the annual pension rights as defined above by the sum of:
an immediate deferred annuity at age x, deferred m years:
where:
|
x |
= |
official's age at 31 December of year n-1 |
|
τ |
= |
interest rate |
|
kpx |
= |
probability of a person of age x still being alive in k years |
|
m |
= |
difference between the assumed age of retirement (r) and the official's present age (x) |
|
GSG |
= |
estimated annual rate of General Salary Growth, (the rate of annual change in the salary scales) |
|
ω |
= |
ceiling of the mortality table; |
and
an immediate deferred reversionary annuity at ages x and y, where y is the assumed age of the spouse. This latter annuity shall be multiplied by the probability of the official of being married and by the applicable reversion rate established in accordance with Annex VIII:
where:
|
x |
= |
official's age at 31 December of year n-1 |
|
y |
= |
age of the official's spouse at 31 December of year n-1 |
|
τ |
= |
interest rate |
|
kpx |
= |
probability of an official of age x still being alive in k years |
|
kpy |
= |
probability of a person of age y (spouse of the official of age x) still being alive in k years |
|
m |
= |
difference between the assumed age of retirement (r) and the official's present age (x) |
|
GSG |
= |
estimated annual rate of General Salary Growth, (the rate of annual change in the salary scales) |
|
ω |
= |
ceiling of the mortality table. |
The calculation of the service cost for retirement shall take into account:
the accrual incentive for officials remaining in service after the pensionable age;
the reduction coefficient for officials leaving the service before the pensionable age.
Article 7
In calculating the actuarial value of the invalidity allowances first becoming payable in year n, the following annuities shall be used:
an immediate temporary annuity at age x:
where:
|
x |
= |
official's age at 31 December of year n-1 |
|
τ |
= |
interest rate |
|
kpx |
= |
probability of a person of age x still being alive in k years |
|
m |
= |
difference between the assumed age of retirement (r) and the official's present age (x) |
|
GSG |
= |
estimated annual rate of General Salary Growth, (the rate of annual change in the salary scales), |
and
an immediate reversionary annuity. This latter annuity shall be multiplied by the probability of the official of being married and by the applicable reversion rate:
where:
|
x |
= |
official's age at 31 December of year n-1 |
|
y |
= |
age of the official's spouse at 31 December of year n-1 |
|
τ |
= |
interest rate |
|
kpx |
= |
probability of a person of age x still being alive in k years |
|
m |
= |
difference between the assumed age of retirement (r) and the official's present age (x) |
|
kpy |
= |
probability of a person of age y (spouse of the person of age x) still being alive in k year |
|
GSG |
= |
estimated annual rate of General Salary Growth, (the rate of annual change in the salary scales). |
Article 8
In calculating the actuarial value of the pension rights that will become payable to survivors during year n, an immediate annuity shall be used. This annuity shall be multiplied by the probability that the official is married:
where:
|
y |
= |
age of the official's spouse at 31 December of year n-1 |
|
τ |
= |
interest rate |
|
kpy |
= |
probability of a person of age y (spouse of the person of age x) still being alive in k years |
|
GSG |
= |
estimated annual rate of General Salary Growth, (the rate of annual change in the salary scales) |
|
ω |
= |
ceiling of the mortality table. |
CHAPTER 3
SYSTEM OF COMPUTATION
Article 9
From the observation of this population shall be deduced in particular the structure of the population, the average age of retirement and the invalidity table.
Article 10
Article 11
Article 11a
Until 2020, for the application of Articles 4(6), 10(2) and 11(2) of this Annex, the moving average shall be calculated on the basis of the following time scale:
Article 12
The rate in Articles 4 and 8 of Annex VIII for the calculation of compound interest shall be the effective rate referred to in Article 10 of this Annex and shall, if necessary, be updated on the occasion of the five-yearly actuarial assessments.
With respect to the update, the rate referred to in Articles 4 and 8 of Annex VIII shall be understood as a reference rate. The Commission shall publish the updated effective rate within two weeks after the update in the C series of the Official Journal of the European Union for information purposes.
CHAPTER 4
IMPLEMENTATION
Article 13
CHAPTER 5
REVISION CLAUSE
Article 14
ANNEX XIII
Transitional measures applicable to officials of the ►M128 Union ◄ (Article 107a of the Staff Regulations)
Section 1
Article 1
For the period from 1 May 2004 to 30 April 2006 Article 5(1) and (2) of the Staff Regulations are replaced by the following:
The posts covered by the Staff Regulations shall be classified, according to the nature and importance of the duties to which they relate, in four categories A*, B*, C* and D*, in descending order of rank.
Category A* shall comprise twelve grades, category B* shall comprise nine grades, category C* shall comprise seven grades and category D* shall contain five grades.’
Article 2
On 1 May 2004, and subject to Article 8 of this Annex, the grades of officials having one of the administrative statuses set out in Article 35 of the Staff Regulations shall be renamed as follows:
|
Former grade |
New (intermediate) grade |
Former grade |
New (intermediate) grade |
Former grade |
New (intermediate) grade |
Former grade |
New (intermediate) grade |
|
A1 |
A*16 |
|
|
|
|
|
|
|
A2 |
A*15 |
|
|
|
|
|
|
|
A3/LA3 |
A*14 |
|
|
|
|
|
|
|
A4/LA4 |
A*12 |
|
|
|
|
|
|
|
A5/LA5 |
A*11 |
|
|
|
|
|
|
|
A6/LA6 |
A*10 |
B1 |
B*10 |
|
|
|
|
|
A7/LA7 |
A*8 |
B2 |
B*8 |
|
|
|
|
|
A8/LA8 |
A*7 |
B3 |
B*7 |
C1 |
C*6 |
|
|
|
|
|
B4 |
B*6 |
C2 |
C*5 |
|
|
|
|
|
B5 |
B*5 |
C3 |
C*4 |
D1 |
D*4 |
|
|
|
|
|
C4 |
C*3 |
D2 |
D*3 |
|
|
|
|
|
C5 |
C*2 |
D3 |
D*2 |
|
|
|
|
|
|
|
D4 |
D*1 |
Subject to the provisions of Article 7 of this Annex, basic monthly salaries shall be determined for each grade and step as provided for in the following tables (in euro):
|
Former grades |
New intermediate grade |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
|
A1 |
A*16 |
14 822,86 |
15 445,74 |
16 094,79 |
16 094,79 |
16 094,79 |
16 094,79 |
|
|
|
|
|
12 717,09 |
13 392,63 |
14 068,17 |
14 743,71 |
15 419,25 |
16 094,79 |
|
|
|
|
|
0,8579377 |
0,8670760 |
0,8740822 |
0,9160548 |
0,9580274 |
1,0 |
|
|
|
A2 |
A*15 |
13 100,93 |
13 651,45 |
14 225,11 |
14 620,87 |
14 822,86 |
15 445,74 |
|
|
|
|
|
11 285,38 |
11 930,01 |
12 574,64 |
13 219,27 |
13 863,90 |
14 508,53 |
|
|
|
|
|
0,8614182 |
0,8739006 |
0,8839749 |
0,9041370 |
0,9353053 |
0,9393224 |
|
|
|
A3 |
A*14 |
11 579,04 |
12 065,60 |
12 572,62 |
12 922,41 |
13 100,93 |
13 651,45 |
14 225,11 |
14 822,86 |
|
|
|
9 346,34 |
9 910,20 |
10 474,06 |
11 037,92 |
11 601,78 |
12 165,64 |
12 729,50 |
13 293,36 |
|
|
|
0,8071775 |
0,8213599 |
0,8330849 |
0,8541688 |
0,8855692 |
0,8911610 |
0,8948613 |
0,8968148 |
|
|
A*13 |
10 233,93 |
10 663,98 |
11 112,09 |
11 421,25 |
11 579,04 |
|
|
|
|
A4 |
A*12 |
9 045,09 |
9 425,17 |
9 821,23 |
10 094,47 |
10 233,93 |
10 663,98 |
11 112,09 |
11 579,04 |
|
|
|
7 851,92 |
8 292,03 |
8 732,14 |
9 172,25 |
9 612,36 |
10 052,47 |
10 492,58 |
10 932,69 |
|
|
|
0,8680864 |
0,8797751 |
0,8891086 |
0,9086411 |
0,9392638 |
0,9426565 |
0,9442490 |
0,9441793 |
|
A5 |
A*11 |
7 994,35 |
8 330,28 |
8 680,33 |
8 921,83 |
9 045,09 |
9 425,17 |
9 821,23 |
10 233,93 |
|
|
|
6 473,51 |
6 857,02 |
7 240,53 |
7 624,04 |
8 007,55 |
8 391,06 |
8 774,57 |
9 158,08 |
|
|
|
0,8097606 |
0,8231440 |
0,8341307 |
0,8545377 |
0,8852925 |
0,8902821 |
0,8934288 |
0,8948742 |
|
A6 |
A*10 |
7 065,67 |
7 362,57 |
7 671,96 |
7 885,41 |
7 994,35 |
8 330,28 |
8 680,33 |
9 045,09 |
|
|
|
5 594,32 |
5 899,56 |
6 204,80 |
6 510,04 |
6 815,28 |
7 120,52 |
7 425,76 |
7 731,00 |
|
|
|
0,7917607 |
0,8012909 |
0,8087633 |
0,8255804 |
0,8525121 |
0,8547756 |
0,8554698 |
0,8547179 |
|
|
A*9 |
6 244,87 |
6 507,29 |
6 780,73 |
6 969,38 |
7 065,67 |
|
|
|
|
A7 |
A*8 |
5 519,42 |
5 751,35 |
5 993,03 |
6 159,77 |
6 244,87 |
6 507,29 |
|
|
|
|
|
4 815,59 |
5 055,21 |
5 294,83 |
5 534,45 |
5 774,07 |
6 013,69 |
|
|
|
|
|
0,8724812 |
0,8789606 |
0,8834980 |
0,8984832 |
0,9246101 |
0,9241466 |
|
|
|
A8 |
A*7 |
4 878,24 |
5 083,24 |
5 296,84 |
5 444,21 |
5 519,42 |
|
|
|
|
|
|
4 258,95 |
4 430,71 |
|
|
|
|
|
|
|
|
|
0,8730505 |
0,8716311 |
|
|
|
|
|
|
|
|
A*6 |
4 311,55 |
4 492,73 |
4 681,52 |
4 811,77 |
4 878,24 |
|
|
|
|
|
A*5 |
3 810,69 |
3 970,82 |
4 137,68 |
4 252,80 |
4 311,55 |
|
|
|
|
(1)
The figures in italics in the tables refer to the former salaries as set out in Article 66 of the Staff Regulations before 1 May 2004. They are included in these tables merely for explanatory reasons and do not have any legal implication.
(2)
The figure on the third line corresponding to each step is a coefficient representing the ratio between the basic salary before and after 1 May 2004. |
|||||||||
|
Former grades |
New intermediate grade |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
|
|
B*11 |
7 994,35 |
8 330,28 |
8 680,33 |
8 921,83 |
9 045,09 |
|
|
|
|
B1 |
B*10 |
7 065,67 |
7 362,57 |
7 671,96 |
7 885,41 |
7 994,35 |
8 330,28 |
8 680,33 |
9 045,09 |
|
|
|
5 594,32 |
5 899,56 |
6 204,80 |
6 510,04 |
6 815,28 |
7 120,52 |
7 425,76 |
7 731,00 |
|
|
|
0,7917607 |
0,8012909 |
0,8087633 |
0,8255804 |
0,8525121 |
0,8547756 |
0,8554698 |
0,8547179 |
|
|
B*9 |
6 244,87 |
6 507,29 |
6 780,73 |
6 969,38 |
7 065,67 |
|
|
|
|
B2 |
B*8 |
5 519,42 |
5 751,35 |
5 993,03 |
6 159,77 |
6 244,87 |
6 507,29 |
6 780,73 |
7 065,67 |
|
|
|
4 847,05 |
5 074,29 |
5 301,53 |
5 528,77 |
5 756,01 |
5 983,25 |
6 210,49 |
6 437,73 |
|
|
|
0,8781810 |
0,8822781 |
0,8846160 |
0,8975611 |
0,9217181 |
0,9194688 |
0,9159029 |
0,9111280 |
|
B3 |
B*7 |
4 878,24 |
5 083,24 |
5 296,84 |
5 444,21 |
5 519,42 |
5 751,35 |
5 993,03 |
6 244,87 |
|
|
|
4 065,67 |
4 254,62 |
4 443,57 |
4 632,52 |
4 821,47 |
5 010,42 |
5 199,37 |
5 388,32 |
|
|
|
0,8334297 |
0,8369898 |
0,8389096 |
0,8509077 |
0,8735465 |
0,8711729 |
0,8675695 |
0,8628394 |
|
B4 |
B*6 |
4 311,55 |
4 492,73 |
4 681,52 |
4 811,77 |
4 878,24 |
5 083,24 |
5 296,84 |
5 519,42 |
|
|
|
3 516,44 |
3 680,31 |
3 844,18 |
4 008,05 |
4 171,92 |
4 335,79 |
4 499,66 |
4 663,53 |
|
|
|
0,8155860 |
0,8191701 |
0,8211393 |
0,8329679 |
0,8552101 |
0,8529580 |
0,8494989 |
0,8449312 |
|
B5 |
B*5 |
3 810,69 |
3 970,82 |
4 137,68 |
4 252,80 |
4 311,55 |
4 492,73 |
4 681,52 |
4 878,24 |
|
|
|
3 143,24 |
3 275,85 |
3 408,46 |
3 541,07 |
3 673,68 |
3 806,29 |
3 938,90 |
4 071,51 |
|
|
|
0,8248480 |
0,8249807 |
0,8237611 |
0,8326444 |
0,8520555 |
0,8472109 |
0,8413720 |
0,8346268 |
|
|
B*4 |
3 368,02 |
3 509,54 |
3 657,02 |
3 758,76 |
3 810,69 |
|
|
|
|
|
B*3 |
2 976,76 |
3 101,85 |
3 232,19 |
3 322,12 |
3 368,02 |
|
|
|
|
(1)
The figures in italics in the tables refer to the former salaries as set out in Article 66 of the Staff Regulations before 1 May 2004. They are included in these tables merely for explanatory reasons and do not have any legal implication.
(2)
The figure on the third line corresponding to each step is a coefficient representing the ratio between the basic salary before and after 1 May 2004. |
|||||||||
|
Former grades |
New intermediate grade |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
|
|
C*7 |
4 878,24 |
5 083,24 |
5 296,84 |
5 444,21 |
5 519,42 |
|
|
|
|
C1 |
C*6 |
4 311,55 |
4 492,73 |
4 681,52 |
4 811,77 |
4 878,24 |
5 083,24 |
5 296,84 |
5 519,42 |
|
|
|
3 586,63 |
3 731,26 |
3 875,89 |
4 020,52 |
4 165,15 |
4 309,78 |
4 454,41 |
4 599,04 |
|
|
|
0,8318656 |
0,8305106 |
0,8279127 |
0,8355595 |
0,8538223 |
0,8478411 |
0,8409561 |
0,8332470 |
|
C2 |
C*5 |
3 810,69 |
3 970,82 |
4 137,68 |
4 252,80 |
4 311,55 |
4 492,73 |
4 681,52 |
4 878,24 |
|
|
|
3 119,61 |
3 252,15 |
3 384,69 |
3 517,23 |
3 649,77 |
3 782,31 |
3 914,85 |
4 047,39 |
|
|
|
0,8186470 |
0,8190122 |
0,8180164 |
0,8270387 |
0,8465100 |
0,8418734 |
0,8362348 |
0,8296824 |
|
C3 |
C*4 |
3 368,02 |
3 509,54 |
3 657,02 |
3 758,76 |
3 810,69 |
3 970,82 |
4 137,68 |
4 311,55 |
|
|
|
2 910,01 |
3 023,56 |
3 137,11 |
3 250,66 |
3 364,21 |
3 477,76 |
3 591,31 |
3 704,86 |
|
|
|
0,8640121 |
0,8615260 |
0,8578323 |
0,8648224 |
0,8828349 |
0,8758292 |
0,8679526 |
0,8592873 |
|
C4 |
C*3 |
2 976,76 |
3 101,85 |
3 232,19 |
3 322,12 |
3 368,02 |
3 509,54 |
3 657,02 |
3 810,69 |
|
|
|
2 629,42 |
2 735,93 |
2 842,44 |
2 948,95 |
3 055,46 |
3 161,97 |
3 268,48 |
3 374,99 |
|
|
|
0,8833161 |
0,8820317 |
0,8794161 |
0,8876711 |
0,9071977 |
0,9009642 |
0,8937550 |
0,8856638 |
|
C5 |
C*2 |
2 630,96 |
2 741,52 |
2 856,72 |
2 936,20 |
2 976,76 |
|
|
|
|
|
|
2 424,48 |
2 523,83 |
2 623,18 |
2 722,53 |
|
|
|
|
|
|
|
0,9215191 |
0,9205951 |
0,9182489 |
0,9272291 |
|
|
|
|
|
|
C*1 |
2 325,33 |
2 423,04 |
2 524,86 |
2 595,11 |
2 630,96 |
|
|
|
|
(1)
The figures in italics in the tables refer to the former salaries as set out in Article 66 of the Staff Regulations before 1 May 2004. They are included in these tables merely for explanatory reasons and do not have any legal implication.
(2)
The figure on the third line corresponding to each step is a coefficient representing the ratio between the basic salary before and after 1 May 2004. |
|||||||||
|
Former grades |
New intermediate grade |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
|
|
D*5 |
3 810,69 |
3 970,82 |
4 137,68 |
4 252,8 |
4 311,55 |
|
|
|
|
D1 |
D*4 |
3 368,02 |
3 509,54 |
3 657,02 |
3 758,76 |
3 810,69 |
3 970,82 |
4 137,68 |
4 311,55 |
|
|
|
2 740,03 |
2 859,83 |
2 979,63 |
3 099,43 |
3 219,23 |
3 339,03 |
3 458,83 |
3 578,63 |
|
|
|
0,8135433 |
0,8148732 |
0,8147699 |
0,8245884 |
0,8447893 |
0,8408918 |
0,8359346 |
0,8300101 |
|
D2 |
D*3 |
2 976,76 |
3 101,85 |
3 232,19 |
3 322,12 |
3 368,02 |
3 509,54 |
3 657,02 |
3 810,69 |
|
|
|
2 498,38 |
2 604,79 |
2 711,20 |
2 817,61 |
2 924,02 |
3 030,43 |
3 136,84 |
3 243,25 |
|
|
|
0,8392951 |
0,8397537 |
0,8388121 |
0,8481361 |
0,8681718 |
0,8634835 |
0,8577585 |
0,8510926 |
|
D3 |
D*2 |
2 630,96 |
2 741,52 |
2 856,72 |
2 936,20 |
2 976,76 |
3 101,85 |
3 232,19 |
3 368,02 |
|
|
|
2 325,33 |
2 424,85 |
2 524,37 |
2 623,89 |
2 723,41 |
2 822,93 |
2 922,45 |
3 021,97 |
|
|
|
0,8838333 |
0,8844911 |
0,8836603 |
0,8936346 |
0,9148907 |
0,9100795 |
0,9041702 |
0,8972542 |
|
D4 |
D*1 |
2 325,33 |
2 423,04 |
2 524,86 |
2 595,11 |
2 630,96 |
|
|
|
|
|
|
2 192,47 |
2 282,38 |
2 372,29 |
2 462,20 |
|
|
|
|
|
|
|
0,9428640 |
0,9419476 |
0,9395718 |
0,9487849 |
|
|
|
|
|
(1)
The figures in italics in the tables refer to the former salaries as set out in Article 66 of the Staff Regulations before 1 May 2004. They are included in these tables merely for explanatory reasons and do not have any legal implication.
(2)
The figure on the third line corresponding to each step is a coefficient representing the ratio between the basic salary before and after 1 May 2004. |
|||||||||
Article 3
The step occupied by an official and the seniority acquired in grade and step shall not be affected by the procedure described in Article 2(1) of this Annex. Salaries shall be determined in accordance with Article 7 of this Annex.
Article 4
For the purposes of these provisions and for the period specified in the introductory sentence of Article 1 of this Annex:
the words ‘function group’ shall be replaced by ‘category’:
in the Staff Regulations in:
in Annex II to the Staff Regulations in the fourth paragraph of Article 1;
in Annex III to the Staff Regulations in:
in Annex IX to the Staff Regulations in:
the word ‘function group AD’ shall be replaced by ‘category A*’:
in the Staff Regulations in:
in Annex II to the Staff Regulations in the first paragraph of Article 10;
the words ‘function group AST’ shall be replaced by ‘categories B*, C* and D*’:
in the Staff Regulations in:
in Annex VI to the Staff Regulations in Articles 1 and 3;
the words ‘grade AST 1 to AST 4’ shall be replaced by ‘categories C* and D* grades 1 to 4’ in the Staff Regulations in the third paragraph of Article 56;
in Article 5(3)(a) of the Staff Regulations the words ‘function group AST’ are replaced by ‘categories B* and C*’;
Article 29(4) of the Staff Regulations is replaced by: ‘The European Parliament shall organise at least one competition for category C*, B* and A* before 1 May 2006.’;
in the second paragraph of Article 43 of the Staff Regulations the words ‘an administrator's function’ are replaced by ‘a function in the next higher category’;
in Article 45a(1) of the Staff Regulations, the words ‘function group AST may’ are replaced by ‘category B* may’ and the words ‘function group AD’ are replaced by ‘a post in category A*’;
in Article 46 of the Staff Regulations, the words ‘AD 9 to AD 14’ are replaced by ‘A *9 to A *14’.;
in paragraph 2 of Article 29 of the Staff Regulations, the words ‘grades AD 16 or AD 15’ are replaced by ‘grades A*16 orA*15’ and the words ‘grades AD 15 or 14’ by ‘grades A*15 or A*14’;
in the first paragraph of Article 12 of Annex II to the Staff Regulations, the words ‘AD 14’ are replaced by ‘A*14’;
in Article 5 of Annex IX to the Staff Regulations:
in paragraph 2, the words ‘AD 13’ are replaced by ‘A*13’;
in paragraph 3, the words ‘AD 14’ are replaced by ‘A*14 or higher’ and the words ‘AD 16 or AD 15’ by ‘A*16 or A*15’;
in paragraph 4, the words ‘AD 16’ are replaced by ‘A*16’ and the words ‘AD 15’ by ‘A*15’;
in the second paragraph of Article 43 of the Staff Regulations, the words ‘As of grade 4,’ are deleted;
in Article 5(4) of the Staff Regulations, the reference to ‘Annex I, point A’ are replaced by a reference to ‘Annex XIII.1’;
where in the text of the Staff Regulations reference is made to the basic monthly salary of an official in grade AST 1, this shall be replaced by a reference to the basic monthly salary of an official in grade D*1.
Article 5
Article 6
Without prejudice to Articles 9 and 10 of this Annex, for the first promotion of officials recruited before 1 May 2004, the percentages referred to in Article 6(2) of the Staff Regulations and in Annex I, point B to the Staff Regulations shall be adapted to comply with the arrangements in force in each institution prior to that date.
Where the promotion of an official takes effect prior to 1 May 2004, it shall be governed by the provisions of the Staff Regulations in force at the date on which the promotion takes effect.
Article 7
Basic monthly salaries of officials recruited before 1 May 2004 shall be determined in accordance with the following rules:
The renaming of grades pursuant to Article 2(1) of this Annex shall not lead to any changes in the basic monthly salary paid to each official.
For each official, a multiplication factor shall be calculated at 1 May 2004. This multiplication factor shall be equal to the ratio between the basic monthly salary paid to an official before 1 May 2004 and the applicable amount defined in Article 2(2) of this Annex.
The basic monthly salary paid to the official on 1 May 2004 shall be equal to the product of the applicable amount and the multiplication factor.
The multiplication factor shall be applied in order to determine the official's basic monthly salary following advancement in step or ►M131 update ◄ of remunerations.
Notwithstanding the foregoing provisions, for periods after 1 May 2004 the basic monthly salary paid to an official shall be not less than that he would have received under the system in force before that date through automatic advancement in step in the grade formerly occupied by him. For each grade and step, the former basic salary to be taken into account is equal to the applicable amount after 1 May 2004 multiplied by the coefficient defined in Article 2(2) of this Annex.
An official in grades A*10 to A*16 and AD 10 to 16 respectively who is on 30 April 2004 head of unit, director or director-general, or is subsequently appointed head of unit, director or director general and has performed his new duties satisfactorily during the first nine months, shall be entitled to an increase in the basic monthly salary corresponding to the percentage between the first and the second step in each grade as set out in the tables in Article 2(1) and Article 8(1) of this Annex.
Without prejudice to paragraph 3, for each official, the first promotion after 1 May 2004 shall, depending on the category occupied before 1 May 2004 and the step occupied at the time the promotion takes effect, lead to an increase in basic monthly salary to be determined on the basis of the following table:
|
Step |
||||||||
|
Grade |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
|
A |
13,1 % |
11,0 % |
6,8 % |
5,7 % |
5,5 % |
5,2 % |
5,2 % |
4,9 % |
|
B |
11,9 % |
10,5 % |
6,4 % |
4,9 % |
4,8 % |
4,7 % |
4,5 % |
4,3 % |
|
C |
8,5 % |
6,3 % |
4,6 % |
4,0 % |
3,9 % |
3,7 % |
3,6 % |
3,5 % |
|
D |
6,1 % |
4,6 % |
4,3 % |
4,1 % |
4,0 % |
3,9 % |
3,7 % |
3,6 % |
For the purpose of determining the applicable percentage, each grade shall be divided into notional steps corresponding to two months of service and into notional percentages reduced by one twelfth of the difference between the percentage for the step in question and that for the next higher step with each notional step.
For the purposes of calculating the salary before promotion of an official who is not in the last step of his grade, the value of the notional step shall be taken into account. For the purposes of this provision, each grade shall also be divided into notional salaries rising by one twelfth of the two-yearly increment for that grade throughout the span of the actual steps.
A new multiplication factor shall be determined upon this first promotion. That multiplication factor shall be equal to the ratio between the new basic salaries resulting from the application of paragraph 5 and the applicable amount in Article 2(2) of this Annex. Subject to paragraph 7, this multiplication factor shall be applied to the salary after advancement in step and adaptation of remunerations.
If, after promotion, the multiplication factor is less than 1, the official shall, by derogation from Article 44 of the Staff Regulations, remain in the first step of his new grade for as long as the multiplication factor remains below 1 or until he is promoted. A new multiplication factor shall be calculated to take account of the value of the advancement in step to which he or she would have been entitled under that Article. Once the factor rises to 1, the official shall start to advance in step in accordance with Article 44 of the Staff Regulations. If the multiplication factor is higher than one, any balance shall be converted into seniority in the step.
The multiplication factor shall be applied upon subsequent promotions.
Article 8
With effect from 1 May 2006, the grades introduced by Article 2(1) shall be renamed as follows:
|
Former (intermediate) grade |
New grade |
Former (intermediate) grade |
New grade |
|
A*16 |
AD 16 |
|
|
|
A*15 |
AD 15 |
|
|
|
A*14 |
AD 14 |
|
|
|
A*13 |
AD 13 |
|
|
|
A*12 |
AD 12 |
|
|
|
A*11 |
AD 11 |
B*11 |
AST 11 |
|
A*10 |
AD 10 |
B*10 |
AST 10 |
|
A*9 |
AD 9 |
B*9 |
AST 9 |
|
A*8 |
AD 8 |
B*8 |
AST 8 |
|
A*7 |
AD 7 |
B*7/C*7 |
AST 7 |
|
A*6 |
AD 6 |
B*6/C*6 |
AST 6 |
|
A*5 |
AD 5 |
B*5/C*5/D*5 |
AST 5 |
|
|
|
B*4/C*4/D*4 |
AST 4 |
|
|
|
B*3/C*3/D*3 |
AST 3 |
|
|
|
C*2/D*2 |
AST 2 |
|
|
|
C*1/D*1 |
AST 1 |
Without prejudice to the provisions of Article 7 of this Annex, basic monthly salaries shall be determined for each grade and step on the basis of the table in Article 66 of the Staff Regulations. For officials who have been recruited before 1 May 2004 and until their first promotion comes into effect after that date, the table shall be as follows:
|
1.1.2022 |
STEPS |
|||||||
|
GRADES |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
|
16 |
19 958,49 |
20 797,17 |
21 671,09 |
|
|
|
|
|
|
15 |
17 639,97 |
18 381,23 |
19 153,62 |
19 686,51 |
19 958,49 |
20 797,17 |
|
|
|
14 |
15 590,76 |
16 245,92 |
16 928,59 |
17 399,57 |
17 639,97 |
18 381,23 |
19 153,62 |
19 958,49 |
|
13 |
13 779,65 |
14 358,68 |
14 962,04 |
15 378,33 |
15 590,76 |
|
|
|
|
12 |
12 178,90 |
12 690,67 |
13 223,96 |
13 591,86 |
13 779,65 |
14 358,68 |
14 962,04 |
15 590,76 |
|
11 |
10 764,11 |
11 216,42 |
11 687,75 |
12 012,93 |
12 178,90 |
12 690,67 |
13 223,96 |
13 779,65 |
|
10 |
9 513,69 |
9 913,45 |
10 330,05 |
10 617,43 |
10 764,11 |
11 216,42 |
11 687,75 |
12 178,90 |
|
9 |
8 408,50 |
8 761,84 |
9 130,04 |
9 384,03 |
9 513,69 |
|
|
|
|
8 |
7 431,71 |
7 744,00 |
8 069,41 |
8 293,92 |
8 408,50 |
8 761,84 |
9 130,04 |
9 513,69 |
|
7 |
6 568,39 |
6 844,41 |
7 132,01 |
7 330,44 |
7 431,71 |
7 744,00 |
8 069,41 |
8 408,50 |
|
6 |
5 805,35 |
6 049,31 |
6 303,50 |
6 478,88 |
6 568,39 |
6 844,41 |
7 132,01 |
7 431,71 |
|
5 |
5 130,98 |
5 346,58 |
5 571,25 |
5 726,26 |
5 805,35 |
6 049,31 |
6 303,50 |
6 568,39 |
|
4 |
4 534,93 |
4 725,47 |
4 924,05 |
5 061,05 |
5 130,98 |
5 346,58 |
5 571,25 |
5 805,35 |
|
3 |
4 008,09 |
4 176,54 |
4 352,05 |
4 473,11 |
4 534,93 |
4 725,47 |
4 924,05 |
5 130,98 |
|
2 |
3 542,50 |
3 691,35 |
3 846,47 |
3 953,49 |
4 008,09 |
4 176,54 |
4 352,05 |
4 534,93 |
|
1 |
3 130,98 |
3 262,54 |
3 399,63 |
3 494,24 |
3 542,50 |
|
|
|
Article 9
From 1 May 2004 to 30 April 2011 and by derogation from Annex I, point B, to the Staff Regulations, with regard to officials in grades AD 12 and 13 and AST 10 the percentages referred to in Article 6(2) of the Staff Regulations shall be as follows:
|
Grade |
1 May 2004 until |
||||||
|
|
30.4.2005 |
30.4.2006 |
30.4.2007 |
30.4.2008 |
30.4.2009 |
30.4.2010 |
30.4.2011 |
|
A*/AD 13 |
- |
- |
5 % |
10 % |
15 % |
20 % |
20 % |
|
A*/AD 12 |
5 % |
5 % |
5 % |
10 % |
15 % |
20 % |
25 % |
|
B*/AST 10 |
5 % |
5 % |
5 % |
10 % |
15 % |
20 % |
20 % |
▼M131 —————
Article 11
Article 45(2) shall not apply to promotions that take effect prior to 1 May 2006.
Section 2
Article 12
Between 1 May 2004 and 30 April 2006, reference to grades in function groups AST and AD in paragraph 2 and 3 of Article 31 of the Staff Regulations shall be made as follows:
Officials who have been included in a list of suitable candidates before 1 May 2006 and are recruited between 1 May 2004 and 30 April 2006 shall:
|
Grade of the competition |
Grade of recruitment |
|
A8/LA8 |
A*5 |
|
A7/LA7 and A6/LA6 |
A*6 |
|
A5/LA5 and A4/LA4 |
A*9 |
|
A3/LA3 |
A*12 |
|
A2 |
A*14 |
|
A1 |
A*15 |
|
|
|
|
B5 and B4 |
B*3 |
|
B3 and B2 |
B*4 |
|
|
|
|
C5 and C4 |
C*1 |
|
C3 and C2 |
C*2 |
Article 13
Officials who have been included in a list of suitable candidates before 1 May 2006 and are recruited after that date shall be graded in accordance with the following table:
|
Grade of competition |
Grade of recruitment |
|
|
A8/LA8 |
A*5 |
AD 5 |
|
A7/LA7 and A6/LA6 |
A*6 |
AD 6 |
|
|
A*7 |
AD 7 |
|
|
A*8 |
AD 8 |
|
A5/LA5 and A4/LA4 |
A*9 |
AD 9 |
|
|
A*10 |
AD 10 |
|
|
A*11 |
AD 11 |
|
A3/LA3 |
A*12 |
AD 12 |
|
A2 |
A*14 |
AD 14 |
|
A1 |
A*15 |
AD 15 |
|
|
|
|
|
B5 and B4 |
B*3 |
AST 3 |
|
B3 and B2 |
B*4 |
AST 4 |
|
C5 and C4 |
C*1 |
AST 1 |
|
C3 and C2 |
C*2 |
AST 2 |
Section 3
▼M131 —————
Article 18
▼M131 —————
Article 19
Notwithstanding the provisions of Regulation (EU) No 1023/2013 of the European Parliament and of the Council ( 20 ), Articles 63, 64, 65, 82 and 83a of the Staff Regulations, Annexes XI and XII thereto and Articles 20(1), 64, 92 and 132 of the Conditions of Employment of Other Servants as in force before 1.11.2013 shall continue to be in force exclusively for the purpose of any adjustment required to comply with a judgment of the Court of Justice of the European Union under Article 266 of the Treaty on the Functioning of the European Union on the application of those articles.
Section 4
Article 20
The minimum applicable correction coefficient shall be 100.
If they establish their residence in a third country, the applicable correction coefficient shall be 100.
By way of derogation from Article 45 of Annex VIII, the pension of beneficiaries who reside in a Member State shall be paid in the currency of the Member State of residence under the conditions laid down in the second paragraph of Article 63 of the Staff Regulations.
▼M131 —————
For officials recruited before 1 May 2004 not receiving a pension as at 1 May 2004, the method of calculation of the preceding paragraphs shall apply at the time when pension rights are determined:
to years of pensionable service within the meaning of Article 3 of Annex VIII acquired before 1 May 2004, and
to years of pensionable service resulting from a transfer under Article 11 of Annex VIII concerning the pension rights acquired under the system of origin before 1 May 2004 by the official in service before 1 May 2004.
Their pensions shall be subject to the correction coefficient only if the residence of the official coincides with their last place of employment or with the country of their place of origin within the meaning of Article 7(4) of Annex VII. However, for family or medical reasons, officials receiving a pension may request the appointing authority to change their place of origin; the decision in that regard shall be taken on production by the official concerned of appropriate supporting evidence.
By way of derogation from Article 45 of Annex VIII, the pension of beneficiaries who reside in a Member State shall be paid in the currency of the Member State of residence under the conditions laid down in the second paragraph of Article 63 of the Staff Regulations.
Article 21
Notwithstanding the second sentence of the second paragraph of Article 77 of the Staff Regulations, officials who entered the service before 1 May 2004 shall be entitled to 2 % of their salary referred to therein for every year of pensionable service calculated in accordance with Article 3 of Annex VIII.
Officials who entered the service in the period from 1 May 2004 until 31 December 2013 shall be entitled to 1,9 % of their salary referred to therein for every year of pensionable service calculated in accordance with Article 3 of Annex VIII.
Article 22
Officials aged 35 years or more on 1 May 2014 and who entered the service before 1 January 2014 shall become entitled to a retirement pension at the age shown in the table below:
|
Age on 1 May 2014 |
Pensionable age |
Age on 1 May 2014 |
Pensionable age |
|
60 years and above |
60 years |
47 years |
62 years 6 months |
|
59 years |
60 years 2 months |
46 years |
62 years 8 months |
|
58 years |
60 years 4 months |
45 years |
62 years 10 months |
|
57 years |
60 years 6 months |
44 years |
63 years 2 months |
|
56 years |
60 years 8 months |
43 years |
63 years 4 months |
|
55 years |
61 years |
42 years |
63 years 6 months |
|
54 years |
61 years 2 months |
41 years |
63 years 8 months |
|
53 years |
61 years 4 months |
40 years |
63 years 10 months |
|
52 years |
61 years 6 months |
39 years |
64 years 3 months |
|
51 years |
61 years 8 months |
38 years |
64 years 4 months |
|
50 years |
61 years 11 months |
37 years |
64 years 5 months |
|
49 years |
62 years 2 months |
36 years |
64 years 6 months |
|
48 years |
62 years 4 months |
35 years |
64 years 8 months |
Officials aged less than 35 years on 1 May 2014 shall become entitled to a retirement pension at the age of 65 years.
However, for officials aged 45 years or more on 1 May 2014 who entered the service between 1 May 2004 and 31 December 2013, the pensionable age shall remain 63 years.
For officials in service before 1 January 2014 pensionable age to be taken into consideration for all references to the pensionable age in these Staff Regulations shall be determined in accordance with the above provisions, save as otherwise provided in these Staff Regulations.
However, for officials aged 50 years or over or with 20 or more years’ service on 1 May 2004, the increase in pension provided for in the previous subparagraph shall not be less than 5 % of the amount of the pension rights acquired at the age of 60.
The increase shall also be granted in the event of death, if the official has remained in service beyond the age at which he became entitled to a retirement pension.
If, pursuant to Annex IVa, an official who enters the service before 1 January 2014 and working part-time contributes to the pension scheme in proportion to the time worked, the increase in pension entitlements provided for in this Article shall be applied only in the same proportion.
However, above that age and up to the age of 65 years the official shall continue to receive the allowance until he reaches the maximum retirement pension unless Article 42c of the Staff Regulations applied.
Article 23
Notwithstanding Article 52 of the Staff Regulations, officials who entered the service before 1 January 2014 and who leave the service before the age at which they would have become entitled to a retirement pension in accordance with Article 22 of this Annex may request that point (b) of Article 9 of Annex VIII be applied
until 31 December 2015 as from the age of 55;
until 31 December 2016 as from the age of 57.
By way of derogation from the eighth paragraph of Article 50 of the Staff Regulations, an official who is retired in the interests of the service in accordance with the first paragraph of Article 50 of the Staff Regulations shall be entitled to receive the payment of a pension under Article 9 of Annex VIII in accordance with the table below:
|
Date of the decision under the first paragraph of Article 50 |
Age |
|
Until 31 December 2016 |
55 years |
|
After 31 December 2016 |
58 years |
Article 24
Notwithstanding the first subparagraph, recipients of an invalidity pension or a survivor's pension may ask to be covered by the provisions applicable as from 1 May 2004.
For the purposes of applying the first subparagraph, if the pension calculated on the basis of the provisions in force is less than the nominal pension as defined below, a compensatory amount equal to the difference shall be granted.
For recipients of a pension before 1 May 2004, the nominal pension shall be calculated each month taking into account the family situation and the country of residence at the time of calculation, and the Staff Regulations rules in force on the date preceding 1 May 2004.
For officials who retire between 1 May 2004 and 31 December 2007, the nominal pension shall be calculated each month taking into account family situation and country of residence at the time of calculation, and the Staff Regulations rules in force on the date when they retire.
In the event of the death after 1 May 2004 of a recipient of a pension determined before that date, the survivor's pension shall be determined taking into account the guaranteed nominal pension which the deceased was receiving.
Article 24a
In the case of a pension determined before 1 January 2014, the recipient's pension entitlement shall continue to be determined after that date in accordance with the rules applied when the entitlement was initially determined. The same applies to the cover under the joint sickness insurance scheme.
Article 25
The basic salary taken into account for determining the recipient's pension shall be equivalent to the salary in the table in Article 66 of the Staff Regulations for the new grade thus determined, at the same step, weighted by a percentage equivalent to the ratio of basic salary under the old scale to that under the scale in Article 66 of the Staff Regulations for the same step.
For steps under the old scale without correspondence in the scale in Article 66 of the Staff Regulations, the last step of the same grade shall be used as the reference for calculating the percentage referred to in the second subparagraph.
For steps in grade D4 under the old scale, the first step in the first grade shall be used as the reference for calculating the percentage referred to in the second subparagraph.
For steps under the old scale without correspondence in the scale in Article 66 of the Staff Regulations, the last step in the same grade shall be used as the reference for calculating the multiplication factor.
For retirement pensions and invalidity benefits determined between 1 May 2004 and 30 April 2006, Article 8(1) shall apply.
Article 26
Article 27
When the actuarial equivalent referred to in Article 11(1) and Article 12(1)(b) of Annex VIII to the Staff Regulations is calculated, officials and temporary staff shall be covered, for the portion of their rights relating to periods of service before 1 May 2004, by the provisions set out below.
The retirement pension actuarial equivalent may not be less than the sum of:
the amount of the sums deducted from basic salary as pension contributions, plus compound interest at the rate of 3,5 % a year;
a severance grant proportional to the length of service actually completed, calculated on the basis of one and a half months of final basic salary subject to deduction per year of service;
the total sum paid to the ►M128 Union ◄ in accordance with Article 11(2) of Annex VIII to the Staff Regulations, plus compound interest at the rate of 3,5 % a year.
Article 28
Article 29
For temporary servants engaged before 1 May 2004, in accordance with Article 2(c) of the Conditions of Employment of Other Servants, to assist a political group in the European Parliament the requirement laid down in Article 29(3) and (4) of the Staff Regulations that the temporary servant has passed a selection procedure in conformity with Article 12(4) of the Conditions of Employment shall not apply.
Section 5
Article 30
By way of derogation from Annex I, Section A, point 2, the following table of types of posts in function group AD shall apply to officials in service on 31 December 2013:
|
Director-General |
AD 15 – AD 16 |
|
Director |
AD 14 – AD 15 |
|
Head of unit or equivalent |
AD 9 – AD 14 |
|
Adviser or equivalent |
AD 13 – AD 14 |
|
Senior Administrator in transition |
AD 14 |
|
Administrator in transition |
AD 13 |
|
Administrator |
AD 5 – AD 12 |
With effect from 1 January 2014, the appointing authority shall classify officials in service on 31 December 2013 in function group AD in types of posts as follows:
Officials who were in grade AD 14 on 31 December 2013 and who were not Director or equivalent, Head of unit or equivalent or Adviser or equivalent shall be assigned to the type of post Senior Administrator in transition.
Officials who were in grade AD 13 on 31 December 2013 and who were not Head of unit or equivalent or Adviser or equivalent shall be assigned to the type of post Administrator in transition.
Officials who were in grades AD 9 to AD 14 on 31 December 2013 and who were Head of unit or equivalent shall be assigned to the type of post Head of unit or equivalent.
Officials who were in grades AD 13 or AD 14 on 31 December 2013 and who were Adviser or equivalent shall be assigned to the type of post Adviser or equivalent.
Officials who were in grades AD 5 to AD 12 on 31 December 2013 and who were not Head of unit or equivalent shall be assigned to the type of post Administrator.
By way of derogation from paragraph 5, the following provisions shall apply to officials in grade AD 12 holding a post of Administrator, who were recruited before 1 May 2004 and who have not been promoted between 1 May 2004 and 31 December 2013:
provided they satisfy the conditions laid down in the first paragraph of Article 44, officials in step 8 shall, as from 1 January 2016, receive an increase in basic salary equivalent to the difference between the salary corresponding to grade AD 12, step 4, and grade AD 12, step 3.
provided they benefit from the measure in point (a), officials in step 8 shall receive after two years an additional increase in basic salary equivalent to the difference between the salary corresponding to grade AD 12, step 5, and grade AD 12, step 4.
Article 31
By way of derogation from Annex I, Section A, point 2, the following table of types of posts in function group AST shall apply to officials in service on 31 December 2013:
|
Senior Assistant in transition |
AST 10 – AST 11 |
|
Assistant in transition |
AST 1 – AST 9 |
|
Administrative Assistant in transition |
AST 1 – AST 7 |
|
Support Agent in transition |
AST 1 – AST 5 |
With effect from 1 January 2014, the appointing authority shall classify officials in service on 31 December 2013 in function group AST in types of posts as follows:
Officials who were in grade AST 10 or AST 11 on 31 December 2013 shall be assigned to the type of post Senior Assistant in transition.
Officials not covered by point (a) who were before 1 May 2004 in the former category B or who were before 1 May 2004 in the former category C or D and have become a member of function group AST without restriction, as well as AST officials recruited since 1 May 2004, shall be assigned to the type of post Assistant in transition.
Officials not covered by points (a) and (b) who were before 1 May 2004 in the former category C shall be assigned to the type of post Administrative Assistant in transition.
Officials not covered by points (a) and (b) who were before 1 May 2004 in the former category D shall be assigned to the type of post Support Agent in transition.
By way of derogation from Article 6(1) of the Staff Regulations and from Annex I, Section B, the number of vacant positions in the next higher grade required for promotion purposes shall be calculated separately for Support Agents in transition. The following multiplication rates shall apply:
|
|
Grade |
Rate |
|
Support Agents in transition |
5 |
— |
|
4 |
10 % |
|
|
3 |
22 % |
|
|
2 |
22 % |
|
|
1 |
— |
As far as Support Agents in transition are concerned, comparative merits for the purposes of promotion (Article 45(1) of the Staff Regulations) shall be considered between eligible officials of the same grade and classification.
Article 32
By way of derogation from the first sentence of the fourth paragraph of Article 1 of Annex II to the Staff Regulations, the representation of the function group AST/SC need not be ensured in the Staff Committee until the next elections of a new Staff Committee at which the AST/SC staff can be represented.
Article 33
By way of derogation from Article 40(2) of the Staff Regulations, when an official has, on 31 December 2013, been on leave on personal grounds for more than 10 years over the entire career, the total length of leave on personal grounds may not exceed 15 years in the course of the official's entire career.
ANNEX XIII.1
Types of posts during the transitional period
Types of posts in each category, as provided for in Article 4(n) of this Annex.
|
Category A |
Category C |
||
|
A*5 |
Administrator/ |
C*1 |
Secretary/office clerk |
|
|
Research Administrator/ |
C*2 |
Secretary/office clerk |
|
|
Linguistic Administrator |
C*3 |
Secretary/office clerk |
|
A*6 |
Administrator/ |
C*4 |
Secretary/office clerk |
|
|
Research Administrator/ |
C*5 |
Secretary/office clerk |
|
|
Linguistic Administrator |
C*6 |
Secretary/office clerk |
|
A*7 |
Administrator/ |
C*7 |
Secretary/office clerk |
|
|
Research Administrator/ |
|
|
|
|
Linguistic Administrator |
|
|
|
A*8 |
Administrator/ |
|
|
|
|
Research Administrator/ |
|
|
|
|
Linguistic Administrator |
|
|
|
A*9 |
Head of unit/ |
|
|
|
|
Administrator/ |
|
|
|
|
Research Administrator/ |
|
|
|
|
Linguistic Administrator |
|
|
|
A*10 |
Head of unit |
|
|
|
|
Administrator/ |
|
|
|
|
Research Administrator/ |
|
|
|
|
Linguistic Administrator |
|
|
|
A*11 |
Head of unit |
|
|
|
|
Administrator/ |
|
|
|
|
Research Administrator/ |
|
|
|
|
Linguistic Administrator |
|
|
|
A*12 |
Head of unit |
|
|
|
|
Administrator/ |
|
|
|
|
Research Administrator/ |
|
|
|
|
Linguistic Administrator |
|
|
|
A*13 |
Head of unit |
|
|
|
|
Administrator/ |
|
|
|
|
Research Administrator/ |
|
|
|
|
Linguistic Administrator |
|
|
|
A*14 |
Research Administrator/ |
|
|
|
|
Linguistic Administrator |
|
|
|
|
Administrator/Head of unit |
|
|
|
|
Director |
|
|
|
A*15 |
Director/Director-General |
|
|
|
A*16 |
Director-General |
|
|
|
Category B |
Category D |
||
|
B*3 |
Assistant/Research assistant |
D*1 |
Employee |
|
B*4 |
Assistant/Research assistant |
D*2 |
Employee |
|
B*5 |
Assistant/Research assistant |
D*3 |
Employee |
|
B*6 |
Assistant/Research assistant |
D*4 |
Employee |
|
B*7 |
Assistant/Research assistant |
D*5 |
Employee |
|
B*8 |
Assistant/Research assistant |
|
|
|
B*9 |
Assistant/Research assistant |
|
|
|
B*10 |
Assistant/Research assistant |
|
|
|
B*11 |
Assistant/Research assistant |
|
|
CONDITIONS OF EMPLOYMENT OF OTHER SERVANTS OF THE EUROPEAN UNION
|
CONTENTS |
|
|
TITLE I. |
General provisions 1-7a |
|
TITLE II. |
Temporary staff |
|
Chapter 1: |
General provisions 8-10 |
|
Chapter 2: |
Rights and obligations 11 |
|
Chapter 3: |
Conditions of engagement 12-15 |
|
Chapter 4: |
Working conditions 16-18 |
|
Chapter 5: |
Remuneration and expenses 19-27 |
|
Chapter 6: |
Social security benefits |
|
Section A: |
Sickness and accident insurance, social security benefits 28-30 |
|
Section B: |
Insurance against invalidity and death 31-38a |
|
Section C: |
Retirement pension and severance grant 39-40 |
|
Section D: |
Funding of the invalidity and life assurance scheme and of the pension scheme 41-42 |
|
Section E: |
Settlement of claims by temporary staff 43 |
|
Section F: |
Payment of benefits 44 |
|
Section G: |
Subrogation in favour of the Union 44a |
|
Chapter 7: |
Recovery of overpayments 45 |
|
Chapter 8: |
Appeals 46 |
|
Chapter 9: |
Termination of employment 47-50a |
|
Chapter 10: |
Special provisions for members of temporary staff referred to in Article 2(e) 50b-50c |
|
Chapter 11: |
Special provisions for temporary staff referred to in Article 2(f) 51-56 |
|
TITLE IV. |
Contract staff |
|
Chapter 1: |
General provisions 79-80 |
|
Chapter 2: |
Rights and obligations 81 |
|
Chapter 3: |
Conditions of engagement 82-84 |
|
Chapter 4: |
Special provisions for members of the contract staff referred to in Article 3a 85-87 |
|
Chapter 5: |
Special provisions for members of the contract staff referred to in Article 3b 88-90 |
|
Chapter 6: |
Working conditions 91 |
|
Chapter 7: |
Remuneration and expenses 92-94 |
|
Chapter 8: |
Social security benefits |
|
Section A: |
Sickness and accident insurance, social security benefits 95-98 |
|
Section B: |
Insurance against the risk of invalidity and death 99-108 |
|
Section C: |
Retirement pension and severance grant 109-110 |
|
Section D: |
Funding of the invalidity and life assurance scheme and of the pension scheme 111-112 |
|
Section E: |
Settlement of claims by contract staff 113 |
|
Section F: |
Payment of benefits 114 |
|
Section G: |
Subrogation in favour of the Union 115 |
|
Chapter 9: |
Recovery of undue payment 116 |
|
Chapter 10: |
Appeals 117 |
|
Chapter 11: |
Special and exceptional provisions applicable to members of the contract staff serving in a third country 118 |
|
Chapter 12: |
Termination of employment 119 |
|
TITLE V. |
Local staff 120-122 |
|
TITLE VI. |
Special advisers 123-124 |
|
TITLE VII. |
Parliamentary assistants |
|
Chapter 1: |
General provisions 125-126 |
|
Chapter 2: |
Rights and obligations 127 |
|
Chapter 3: |
Conditions of engagement 128-130 |
|
Chapter 4: |
Working conditions 131 |
|
Chapter 5: |
Remuneration and expenses 132-134 |
|
Chapter 6: |
Social security benefits 135-136 |
|
Chapter 7: |
Recovery of undue payment 137 |
|
Chapter 8: |
Appeals 138 |
|
Chapter 9: |
Termination of employment 139 |
|
TITLE ►M124 VIII ◄ . |
Transitional provisions ►M124 140 ◄ |
|
TITLE ►M124 IX ◄ . |
Final provisions 141-142a |
|
Annex |
Transitional provisions applicable to the staff covered by the Conditions of Employment of other Servants |
TITLE I
GENERAL PROVISIONS
Article 1
These Conditions of Employment shall apply to servants engaged under contract by ►M15 the ►M128 Union ◄ ◄ . Such servants shall be:
▼M131 —————
▼M33 —————
Any reference in these Conditions of Employment to a person of the male sex shall be deemed also to constitute a reference to a person of the female sex, and vice-versa, unless the context clearly indicates otherwise.
Article 2
For the purposes of these Conditions of Employment, ‘temporary staff’ means:
staff engaged to fill a post which is included in the list of posts appended to the section of the budget relating to each institution and which the budgetary authorities have classified as temporary;
staff engaged to fill temporarily a permanent post included in the list of posts appended to the section of the budget relating to each institution;
staff, other than officials of the ►M128 Union ◄ , engaged to assist either a person holding an office provided for in ►M128 the Treaty on European Union or the Treaty on Functioning of the European Union, or the elected President of one of the institutions or organs of the Union ◄ ►M112 , or one of the political groups in the European Parliament or the Committee of the Regions, or a group in the European Economic and Social Committee ◄ ;
Staff engaged to fill temporarily a permanent post paid from research and investment appropriations and included in the list of posts appended to the budget relating to the institution concerned;
staff seconded from national diplomatic services of the Member States engaged to fill temporarily a permanent post in the EEAS;
staff engaged to fill a post which is included in the list of posts appended to the section of the budget relating to an agency as referred to in Article 1a(2) of the Staff Regulations and which the budgetary authorities have classified as temporary, except heads of agencies and deputy heads of agencies as referred to in the Union act establishing the agency and officials seconded in the interests of the service to an agency.
▼M131 —————
Article 3a
For the purposes of these Conditions of Employment, ‘contract staff’ means staff not assigned to a post included in the list of posts appended to the section of the budget relating to the institution concerned and engaged for the performance of full-time or part-time duties:
in an institution to carry out manual or administrative support service tasks,
in the agencies referred to in Article 1a(2) of the Staff Regulations,
in other entities inside the European Union created, after consultation of the Staff Regulations Committee, by specific legal act issued by one or more institutions allowing for the use of such staff,
in Representations and Delegations of ►M128 Union ◄ institutions,
in other entities situated outside the European Union.
Staff engaged for the performance of full-time or part-time duties in Union delegations may be temporarily assigned to the seat of the institution under the mobility procedure set out in Articles 2 and 3 of Annex X to the Staff Regulations.
Article 3b
For the purposes of these Conditions of Employment, ‘contract staff for auxiliary tasks’ means staff engaged in an institution ►C17 within the time limits set in Article 88 in one of the function groups referred to in Article 89: ◄
to perform full-time or part-time duties others than those referred to in Article 3a(1)(a), without being assigned to a post included in the list of posts appended to the section of the budget relating to the institution concerned,
to replace, after the possibilities of temporary posting of officials within the institution have been examined, certain persons who are unable for the time being to perform their duties, namely:
Officials or temporary staff in function groups AST/SC and AST;
exceptionally, officials or temporary staff in the function group AD occupying a highly specialised post, except Heads of Unit, Directors, Directors General and equivalent functions.
Except in the cases referred to in the second subparagraph of Article 3a(1), the use of contract staff for auxiliary tasks is excluded where Article 3a applies.
Article 4
For the purposes of these Conditions of Employment, ‘local staff’ means staff engaged in places outside the European Union according to local practice for manual or service duties, assigned to a post not included in the list of posts appended to the section of the budget relating to each institution and paid from the total appropriations for the purpose under that section of the budget. Staff engaged in places of employment situated outside the European Union for duties other than those mentioned above which, in the interests of the service, could not be assigned to an official or servant having another capacity within the meaning of Article 1, shall also be regarded as local staff.
Article 5
For the purposes of these Conditions of Employment, ‘special adviser’ means a person who, by reason of his special qualifications and notwithstanding gainful employment in some other capacity, is engaged to assist ►M15 one of the institutions of the ►M128 Union ◄ ◄ either regularly or for a specified period and who is paid from the total appropriations for the purpose under the section of the budget relating to the institution which he serves.
Article 5a
For the purposes of these Conditions of employment, ‘accredited parliamentary assistants’ means persons chosen by one or more Members and engaged by way of direct contract by the European Parliament to provide direct assistance, in the premises of the European Parliament at one of its three places of work, to the Member or Members in the exercise of their functions as Members of the European Parliament, under their direction and authority and in a relationship of mutual trust deriving from the freedom of choice referred to in Article 21 of Decision 2005/684/EC, Euratom of the European Parliament of 28 September 2005 adopting the Statute for Members of the European Parliament ( 23 ).
Article 6
Each institution shall determine who shall be authorised to conclude the contracts referred to in Article 1.
►M112 Article 1a(2), Article 1b ◄ and ►M112 Article 2(2) ◄ of the Staff Regulations shall apply by analogy.
Article 7
A servant whose contract is for more than one year or for an indefinite period shall be entitled to vote in elections and stand for election to the Staff Committee provided for in Article 9 of the Staff Regulations.
A servant whose contract is for less than one year shall also be entitled to vote if he has been employed for at least six months.
The Joint Committee provided for in Article 9 of the Staff Regulations may be consulted by the institution or by the Staff Committee on questions of a general nature relating to servants to whom Article 1 applies.
Article 7a
Article ►M112 24b ◄ of the Staff Regulations shall apply to the servants referred to in Article 1.
TITLE II
TEMPORARY STAFF
CHAPTER 1
General provisions
Article 8
Temporary staff to whom ►M131 Article 2(a) or Article 2(f) ◄ applies may be engaged for a fixed or indefinite period. The contracts of such staff who are engaged for a fixed period may be renewed not more than once for a fixed period. Any further renewal shall be for an indefinite period.
Temporary staff to whom Article 2(b) or (d) applies shall not be engaged for more than four years but their engagement may be limited to any shorter duration. Their contracts may be renewed not more than once for a maximum period of two years if the possibility of renewal has been provided for in the initial contract and within the limits provided for in that contract. At the end of that time, they shall no longer be employed as temporary staff under these provisions. On the expiry of their contracts, such servants may be assigned to established posts in the institutions only if they are appointed as officials in accordance with the Staff Regulations.
Temporary staff to whom Article 2(c) applies shall be engaged for an indefinite period.
Article 9
Temporary staff shall not be engaged for any purpose other than that of filling, in accordance with this Title, vacant posts included in the list of posts appended to the section of the budget relating to each institution.
Article 9a
The Commission shall provide a yearly report on the use of temporary staff including numbers of staff, level and type of posts, geographical balance and budgetary resources per function group.
Article 10
▼M131 —————
CHAPTER 2
Rights and obligations
Article 11
The provisions of ►M131 Articles 11 to 26a ◄ of the Staff Regulations, concerning the rights and obligations of officials, shall apply by analogy. However, where a member of the temporary staff holds a contract for a fixed period, the duration of leave on personal grounds referred to in the second paragraph of Article 15 of the Staff Regulations shall be limited to the remainder of the term of the contract.
Any decision requiring damage suffered by the ►M128 Union ◄ as a result of serious misconduct to be made good, as provided in Article 22 of the Staff Regulations, shall be taken by the authority referred to in the first paragraph of Article 6 after observing the formalities provided for in cases of dismissal for serious misconduct.
Decisions relating to individual members of the temporary staff shall be published as provided in the ►M131 third paragraph ◄ of Article 25 of the Staff Regulations.
CHAPTER 3
Conditions of engagement
Article 12
Temporary staff shall be selected without distinction as to race, political, philosophical or religious beliefs, sex or sexual orientation and without reference to their marital status or family situation.
No posts shall be reserved for nationals of any Member State. However, the principle of equality of the Union's citizens shall allow each institution to adopt appropriate measures following the observation of a significant imbalance between nationalities among temporary staff which is not justified by objective criteria. Those appropriate measures must be justified and shall never result in recruitment criteria other than those based on merit. Before such appropriate measures are adopted, the authority referred to in the first paragraph of Article 6 shall adopt general provisions for giving effect to this paragraph in accordance with Article 110 of the Staff Regulations.
After a three-year period starting on 1 January 2014, the Commission shall report to the European Parliament and to the Council on the implementation of the preceding subparagraph.
In order to facilitate engagement on the broadest possible geographical basis, the institutions shall strive to support multilingual and multicultural education for the children of their staff.
A member of the temporary staff may be engaged only on condition that:
he is a national of one of the Member States of the ►M128 Union ◄ , unless an exception is authorised by the authority referred to in the first paragraph of Article 6, and enjoys his full rights as a citizen;
he has fulfilled any obligations imposed on him by the laws concerning military service;
he produces the appropriate character references as to his suitability for the performance of his duties;
he is physically fit to perform his duties; and
Article 13
Before being engaged, a member of the temporary staff shall be medically examined by one of the institution's medical officers in order that the institution may be satisfied that he fulfils the requirements of Article 12 (2) (d).
Article 33 of the Staff Regulations shall apply by analogy.
Article 14
Where, during his probationary period, a member of the temporary staff is prevented, by sickness, maternity leave under Article 58 of the Staff Regulations, or accident, from performing his duties for a continuous period of at least one month, the authority referred to in the first paragraph of Article 6 may extend his probationary period by the corresponding length of time. The total length of the probationary period shall in no circumstances exceed 15 months.
That report shall be communicated to the person concerned, who shall have the right to submit his comments in writing within eight working days. The report and the comments shall be transmitted immediately by the immediate superior of the member of the temporary staff to the authority referred to in the first paragraph of Article 6. On the basis of the report, the authority referred to in the first paragraph of Article 6 may decide to dismiss the member of the temporary staff before the end of the probationary period, giving him one month's notice, or to assign the member of the temporary staff to another department for the remaining time of the probationary period.
Should it recommend dismissal or, in exceptional circumstances, extension of the probationary period in accordance with paragraph 1, the report and the comments shall be transmitted immediately by the immediate superior of the member of the temporary staff to the authority referred to in the first paragraph of Article 6.
A member of the temporary staff whose work or conduct has not proved adequate for establishment in his post shall be dismissed.
The final decision shall be taken on the basis of the report referred to in this paragraph as well as on the basis of elements available to the authority referred to in the first paragraph of Article 6 relating to the conduct of the member of the temporary staff with regard to Title II of the Staff Regulations.
Article 15
Where a member of the temporary staff is assigned to a post corresponding to a higher grade, as provided in the third paragraph of Article 10, his grading shall be determined in accordance with Article 46 of the Staff Regulations.
CHAPTER 4
Working conditions
Article 16
Articles 42a, 42b and 55 to 61 of the Staff Regulations, concerning leave, hours of work, overtime, shiftwork, standby duty at place of work or at home and public holidays, shall apply by analogy. Special leave and parental and family leave shall not extend beyond the term of the contract. In addition, Articles 41, 42, 45 and 46 of the Staff Regulations shall apply by analogy to the temporary servants referred to in Article 29 of Annex XIII to the Staff Regulations, irrespective of the date of their engagement.
The paid sick leave provided for in Article 59 of the Staff Regulations shall not, however, exceed three months or the length of time worked by the member of the temporary staff, where the latter is longer. The leave shall not extend beyond the term of his contract.
On expiry of those time limits, a servant whose contract is not terminated, notwithstanding that he is unable to resume his duties, shall be placed on unpaid leave.
However, where a servant contracts an occupational disease or sustains an accident in the performance of his duties, he shall continue to receive his full remuneration throughout the period during which he is incapable of working until such time as he is awarded an invalidity pension under Article 33.
Article 17
In exceptional circumstances a member of the temporary staff may at his own request be granted unpaid leave on compelling personal grounds. Article 12b of the Staff Regulations shall continue to apply during the period of unpaid leave on personal grounds.
The permission under Article 12b shall not be granted to a member of the temporary staff for the purpose of his engaging in an occupational activity, whether gainful or not, which involves lobbying or advocacy vis-à-vis his institution and which could lead to the existence or possibility of a conflict with the legitimate interests of the institution.
The authority referred to in the first paragraph of Article 6 shall determine the length of such leave, which shall not exceed one quarter of the length of time already worked by the servant or:
Any period of leave granted in accordance with the first paragraph shall not count for the purposes of the first paragraph of Article 44 of the Staff Regulations.
While a member of the temporary staff is on unpaid leave his membership of the social security scheme provided for in Article 28 shall be suspended.
However, a member of the temporary staff who is not gainfully employed may, not later than one month following that in which unpaid leave begins, apply to continue to be covered against the risks referred to in Article 28, provided that he bears half the cost of the contributions provided for in that Article for the duration of his leave; the contribution shall be calculated by reference to his last basic salary.
Moreover, a member of the temporary staff to whom Article 2(c) or (d) applies who proves that he cannot acquire pension rights under another pension scheme may apply to continue to acquire further pension rights throughout the period of unpaid leave, provided that he bears the cost of a contribution equal to three times the rate laid down in Article 41; the contributions shall be calculated by reference to the basic salary for his grade and step.
Women whose maternity leave begins before the end of their contract shall be entitled to maternity leave and maternity pay.
Article 18
A member of the temporary staff who is called up for military service, alternative services or reserve training or who is recalled to serve in the armed forces shall be assigned leave for national service; for temporary staff engaged for a fixed period such leave may in no circumstances exceed the duration of the contract.
A member of the temporary staff who is called up for military service or alternative service shall cease to receive his remuneration but shall retain his right under these conditions of employment to advancement to a higher step. He shall also retain his right to retirement pension if, after completing his military service or alternative service, he pays up his pension contributions retroactively.
A member of the temporary staff who is called up for reserve training or who is recalled to service in the armed forces shall, during the period of training or recall, continue to receive his remuneration subject to deduction of an amount equal to his service pay.
CHAPTER 5
Remuneration and expenses
Article 19
The remuneration of temporary staff shall comprise basic salary, family allowances and other allowances.
Article 20
Article 21
Articles 1, 2, ►M112 3 and 4 ◄ of Annex VII to the Staff Regulations, concerning payment of ►M112 family allowances and expatriation allowance ◄ , shall apply by analogy.
Article 22
Subject to Articles 23 to 26, a member of the temporary staff shall be entitled, in accordance with Articles 5 to 15 of Annex VII to the Staff Regulations, to reimbursement of expenses incurred by him on taking up appointment, transfer or leaving the service, and also to reimbursement of expenses incurred in the course of or in connection with the performance of his duties.
Article 23
A member of the temporary staff engaged for a fixed period of not less than twelve months, or deemed by the authority referred to in the first paragraph of Article 6 to be engaged for an equivalent period if his contract is for an indefinite period, shall, as provided in Article 9 of Annex VII to the Staff Regulations, be entitled to reimbursement of his removal expenses.
Article 24
A member of the temporary staff engaged for a fixed period of not less than one year, or deemed by the authority referred to in the first paragraph of Article 6 to be engaged for an equivalent period if his contract is for an indefinite period, shall receive an installation allowance as provided in Article 5 of Annex VII to the Staff Regulations amounting, for an expected period of service of:
|
not less than one year but less than two years, to one-third |
|
||
|
not less than two years but less than three years, to two-thirds |
|||
|
three years or more, to three-thirds |
However, the installation allowance provided for in paragraph 1 and the resettlement allowance provided for in paragraph 2 shall not be less than:
In cases where a husband and wife who are officials or other servants of the ►M128 Union ◄ are both entitled to the settlement allowance or resettlement allowance, this shall be payable only to the person whose basic salary is the higher.
Article 25
Article 10 of Annex VII to the Staff Regulations, concerning the daily subsistence allowance, shall apply. ►M60 However, a member of the temporary staff who is engaged for a fixed period of less than 12 months, or who is deemed by the authority referred to in the first paragraph of Article 6 to be engaged for an equivalent period if his contract is for an indefinite period, and who furnishes evidence that it is impossible for him to continue to live in his place of residence shall be entitled to the daily subsistence allowance for the duration of his contract or for a maximum of one year. ◄
Article 26
Article 8 of Annex VII to the Staff Regulations, concerning annual payment of travel expenses from place of employment to place of origin, shall apply only to temporary staff who have completed not less than nine months' service.
Article 27
Articles 16 and 17 of Annex VII to the Staff Regulations, concerning payment of sums due, shall apply by analogy.
CHAPTER 6
Social security benefits
Section A
SICKNESS AND ACCIDENT INSURANCE, SOCIAL SECURITY BENEFITS
Article 28
►M60 Articles 72 and 73 of the Staff Regulations, concerning sickness and accident cover, shall apply by analogy to temporary staff during the period of employment, during sick leave and during the periods of unpaid leave referred to in Articles 11 and 17 in accordance with the conditions laid down therein; Article 72 of the Staff Regulations, concerning sickness cover, shall apply by analogy to temporary staff in receipt of ►M112 invalidity allowance ◄ and to recipients of a survivor's pension. ◄ ►M33 Article 72 shall also apply to staff referred to in Article 39 (2) who are in receipt of a retirement pension. ◄
If, however, the medical examination provided for in Article 13 show the servant to be suffering from sickness or invalidity, the authority referred to in the first paragraph of Article 6 may decide that expenses arising from such sickness or invalidity are to be excluded from the reimbursement of expenditure provided for in Article 72 of the Staff Regulations.
If a member of the temporary staff proves that he cannot obtain cover under any other sickness insurance scheme provided for by law or regulation, he may, on application made at the latest within one month following the expiry of his contract, continue to benefit from the sickness cover provided for in the first paragraph, for a period of not more than six months after the expiry of his contract. The contributions provided for in Article 72 (1) of the Staff Regulations shall be based on his last basic salary and half thereof shall be charged to him.
The appointing authority may, after obtaining the advice of the institution's medical officer, decide that the one-month time limit within which the application must be made and the six-month limit provided for in the preceding paragraph shall not apply where the person concerned is suffering from a serious or protracted illness contracted during his employment, which he has reported to the institution before the end of the six-month period provided for in the preceding paragraph, on condition that the person concerned undergoes a medical examination arranged by the institution.
Article 28a
A former member of the temporary staff who is unemployed when his service with an institution of the ►M128 European Union ◄ has been terminated:
shall be eligible for a monthly unemployment allowance under the conditions laid down below.
Where he is entitled to unemployment benefits under a national scheme, he shall be obliged to declare this to the institution to which he belonged, which shall immediately inform the Commission thereof. In such cases, the amount of those benefits will be deducted from the allowance paid under paragraph 3.
To be eligible for this unemployment allowance, a former member of the temporary staff shall:
be registered, at his own request, as seeking employment with the employment authorities of the Member State in which he establishes his residence;
fulfil the obligations laid down by the law of that Member State for persons in receipt of unemployment benefits under that law;
forward every month to the institution to which he belonged, which shall immediately forward it to the Commission, a certificate issued by the competent national employment authority stating whether or not he has fulfilled the obligations and conditions referred to in (a) and (b).
The allowance may be granted or maintained by the ►M128 Union ◄ , even where the national obligations referred to under (b) have not been fulfilled, in cases of illness, accident, maternity, invalidity or a situation recognized as being similar or where the national authority, competent to meet those obligations, has given a dispensation.
The Commission shall, after obtaining the opinion of a Committee of experts, lay down such provisions as it deems necessary for applying this Article.
The unemployment allowance shall be set by reference to the basic salary attained by the former member of the temporary staff at the time of the termination of his service. The allowance shall be set at:
60 % of the basic salary for an initial period of 12 months,
45 % of the basic salary for the 13th to the 24th month,
30 % of the basic salary for the 25th to the 36th month.
Other than during an initial six-month period, in which the lower limit specified below is applicable but the upper limit is not, the amounts thus calculated may neither be less than ►M151 EUR 1 577,42 (lower limit) ◄ , nor exceed ►M151 EUR 3 154,84 (upper limit) ◄ . These limits shall be ►M131 updated, ◄ in the same way as the salary scales set out in Article 66 of the Staff Regulations, in accordance with Article 65 of the Staff Regulations.
The person concerned shall be obliged to declare any allowances of the same kind paid from other sources to himself or to his spouse; such allowances shall be deducted from those to be paid on the basis of this Article.
A former member of the temporary staff who is eligible for the unemployment allowance shall be entitled, as provided for in Article 72 of the Staff Regulations, to insurance cover against sickness without having to make any contribution.
Every two years the Commission shall present a report on the financial situation of the unemployment insurance scheme. Independently of that report, the Commission may, by means of delegated acts in accordance with Articles 111 and 112 of the Staff Regulations, adjust the contributions provided for in paragraph 7 of this Article if this is necessary in the interests of the balance of the scheme.
◄
Article 29
Article 74 of the Staff Regulations, concerning the birth grant, and Article 75 of the Staff Regulations, concerning the assumption of liability by the institution for the costs referred to therein, shall apply by analogy.
Article 30
Article 76 of the Staff Regulations, concerning gifts, loans or advances, shall apply by analogy to temporary staff during the term of their contract or after expiry of the contract where, as a result of serious illness contracted ►M112 or a disability ◄ , or of an accident sustained, during his employment, the servant is incapable of working and proves that such illness or accident is not covered by another social security scheme.
Section B
INSURANCE AGAINST INVALIDITY AND DEATH
Article 31
Temporary staff are insured in accordance with the following provisions against the risk of death and of invalidity occurring during their employment.
The payments and benefits provided for in this Section shall be suspended if the remuneration which a member of the Staff receives in respect of his employment is suspended pursuant to these Conditions of Employment.
Article 32
Where the medical examination made before a servant is engaged shows that he is suffering from sickness or invalidity, the authority referred to in the first paragraph of Article 6 may, in so far as risks arising from such sickness or invalidity are concerned, decide to admit him to guaranteed benefits in respect of invalidity or death only after a period of five years from the date of his entering the service of the institution.
The servant may appeal against this decision to the Invalidity Committee provided for in Article 9(1) of the Staff Regulations.
Article 33
Article 52 of the Staff Regulations shall apply by analogy to recipients of an invalidity allowance. If the recipient of an invalidity allowance retires before the ►M131 age of 66 ◄ without having reached the maximum pension entitlement, the general rules on retirement pensions shall be applied. The amount of the retirement pension shall be based on the salary for the grade and step occupied by the servant when he became an invalid.
The invalidity allowance shall be 70 % of the final basic salary of the member of the temporary staff. However, it shall not be less than the minimum subsistence figure, as defined in Article 6 of Annex VIII to the Staff Regulations. The invalidity allowance shall be subject to contributions to the pension scheme, calculated on the basis of that allowance.
Where the invalidity of the servant arises from an accident in the course of or in connection with the performance of his duties, from an occupational disease, from a public-spirited act or from risking life and limb to save another human being, the invalidity allowance shall not be less than 120 % of the minimum subsistence figure. In such cases the pension contributions shall be borne by the budget of the former employer.
In the case of invalidity deliberately brought about by the servant, the authority referred to in the first paragraph of Article 6 may decide that he should receive only the grant provided for in Article 39.
Persons entitled to an invalidity allowance shall also be entitled to the family allowances provided for in Article 67 of the Staff Regulations in accordance with Annex VII to the Staff Regulations; the household allowance shall be determined on the basis of the recipient's allowance.
However, if it proves impossible to employ the person concerned in the service of the ►M128 Union ◄ , the contract may be terminated subject to payment of an amount corresponding to the remuneration that would have been paid during the period of notice and, where applicable, to the compensation for termination of contract provided for in Article 47. Article 39 shall also apply.
Article 34
The persons entitled under a deceased servant, as defined in Chapter 4 of Annex VIII to the Staff Regulations, shall be entitled to the survivor's pension as provided for in Articles 35 to 38.
Where a former servant in receipt of an invalidity allowance or a former servant within the meaning of Article 2 (a), (c), (d), (e) or (f) who was in receipt of a retirement pension or who left the service before reaching pensionable age and requested that his retirement pension be deferred until the first day of the calendar month following that during which he reached pensionable age dies, the persons entitled under the deceased servant, as defined in Chapter 4 of Annex VIII to the Staff Regulations, shall be entitled to the survivor's pension as provided for in that Annex.
Where the whereabouts of a member of the temporary staff, or of a former member of temporary staff in receipt of an invalidity allowance or retirement pension, or of a former member of temporary staff who left the service before he reached pensionable age and who has requested that his retirement pension be deferred until the first day of the calendar month following that in which he reaches pensionable age, are unknown for more than one year, the provisions of Chapters 5 and 6 of Annex VIII to the Staff Regulations dealing with provisional pensions shall apply by analogy to his spouse and to persons recognised as his dependants.
Article 35
The right to receive payment of pension shall have effect from the first day of the month following that in which death occurred or, where applicable, on the first day of the month following the period which the deceased's ►M112 surviving spouse ◄ , orphans or dependants receive his emoluments under Article 70 of the Staff Regulations.
Article 36
The ►M112 surviving spouse ◄ of a servant shall be entitled to a ►M112 survivor's pension ◄ in accordance with Chapter 4 of Annex VIII to the Staff Regulations. The pension shall be not less than 35 % of the final basic monthly salary received by the servant, nor less than the minimum subsistance figure defined in Article 6 of Annex VIII to the Staff Regulations. Where a servant within the meaning of ►M131 Article 2 (a), (c), (d), (e) or (f) ◄ dies, the amount of the ►M112 survivor's pension ◄ shall be increased to 60 % of the retirement pension which the servant would have been paid if he had qualified, irrespective of length of service or of age, for such pension at the time of his death.
A person drawing ►M112 survivor's pension ◄ shall be entitled, under the conditions laid down in Annex VII to the Staff Regulations, to the family allowances specified in Article 67 of the Staff Regulations. However, the dependent child allowance shall be equal to twice the amount of the allowance provided for in Article 67 (1) (b) of the Staff Regulations.
▼M62 —————
Article 37
Where a servant or person entitled to a retirement pension or invalidity allowance dies leaving no spouse entitled to a survivor's pension, the children deemed to be dependent on him at the time of death shall be entitled to an orphan's pension in accordance with Article 80 of the Staff Regulations.
The same entitlement shall apply to children who fulfil the foregoing conditions in the event of death or remarriage of a spouse who is entitled to a survivor's pension.
Where a servant or a person entitled to a retirement pension or invalidity allowance dies but the conditions set out in the first paragraph are not satisfied, the provisions of the third paragraph of Article 80 of the Staff Regulations shall apply.
In the event of the death of a former member of the temporary staff within the meaning of ►M131 Article 2(a), (c), (d), (e) or (f) ◄ who leaves the service before reaching ►M131 the pensionable age ◄ and requests that his retirement pension be deferred until the first day of the calendar month following that in which he reaches ►M131 the pensionable age ◄ , children deemed to be his dependants in accordance with Article 2 of Annex VII to the Staff Regulations shall be entitled to an orphan's pension on the same terms as those set out in the preceding paragraphs.
The orphan's pension of a person treated as a dependent child as defined in Article 2(4) of Annex VII to the Staff Regulations may not exceed twice the dependent child allowance.
No orphan's pension shall be payable where a natural parent who has been replaced by an adoptive parent dies.
Orphans shall be entitled to an education allowance in accordance with Article 3 of Annex VII to the Staff Regulations.
Article 38
In the case of divorce or where there is more than one category of survivor who qualifies to claim a survivor's pension, such pension shall be apportioned in manner provided in Chapter 4 of Annex VIII to the Staff Regulations.
Article 38a
The rules relating to ceilings and apportionment set out in Article 81 a of the Staff Regulations shall apply by analogy.
Section C
RETIREMENT PENSION AND SEVERANCE GRANT
Article 39
Article 40
If a servant is appointed an official of ►M15 the ►M128 Union ◄ ◄ , he shall not receive the grant provided for in the first paragraph of Article 39.
Any period of service on the temporary staff of ►M15 the ►M128 Union ◄ ◄ shall be taken into account for the purpose of calculating years of pensionable service as provided in Annex VIII to the Staff Regulations.
Where a servant has exercised the option provided for in Article 42, his retirement pension rights shall be reduced proportionately in respect of the period in which the sums were withdrawn.
The preceding paragraph shall not apply to a servant who, in the three months following application of the Staff Regulations to him, asks to be allowed to repay such sums plus compound interest at the rate of ►M145 2,9 % ◄ per year, which may be revised following the procedure laid down in Article 12 of Annex XII to the Staff Regulations.
Section D
FUNDING OF THE INVALIDITY AND LIFE ASSURANCE SCHEME AND OF THE PENSION SCHEME
Article 41
As regards the funding of the social security scheme provided for in section B and C, the provisions of Article 83 ►M112 and Article 83a ◄ of the Staff Regulations and of Articles 36 and 38 of Annex VIII thereto shall apply by analogy.
Article 42
In accordance with conditions to be laid down by the authority referred to in the first paragraph of Article 6, a servant may request that authority to effect any payments which he is required to make in order to constitute or maintain pension rights in his country of origin.
Such payments shall not exceed ►M112 twice the rate provided for in Article 83(2) of the Staff Regulations ◄ and shall be charged to ►M15 the budget of the ►M128 Union ◄ ◄ .
Section E
SETTLEMENT OF CLAIMS BY TEMPORARY STAFF
Article 43
Articles 40 to 44 of Annex VIII to the Staff Regulations shall apply by analogy.
Section F
PAYMENT OF BENEFITS
Article 44
Articles 81a and 82 of the Staff Regulations and Article 45 of Annex VIII to the Staff Regulations, concerning the payment of benefits, shall apply by analogy.
Any sums due from a member of the temporary staff to the ►M128 Union ◄ under this insurance scheme at the date when the benefits are payable shall be deducted from the amount of his benefit or from the benefits payable to those entitled under him in a manner to be determined by the institution referred to in Article 45 of Annex VIII to the Staff Regulations. The deduction may be spread over a number of months.
Section G
SUBROGATION IN FAVOUR OF THE ►M128 UNION ◄
Article 44a
The provisions of Article 85a of the Staff Regulations, relating to subrogation in favour of the ►M128 Union ◄ shall apply by analogy.
CHAPTER 7
Recovery of overpayments
Article 45
Article 85 of the Staff Regulations, concerning the recovery of overpayments, shall apply.
CHAPTER 8
Appeals
Article 46
Title VII of the Staff Regulations, concerning appeals, shall apply by analogy.
CHAPTER 9
Termination of employment
Article 47
Apart from cessation on death, the employment of temporary staff shall cease:
at the end of the month in which the servant reaches the age of 66 or, where applicable, at the date fixed in accordance with the second and third paragraphs of Article 52 of the Staff Regulations; or
where the contract is for a fixed period:
on the date stated in the contract;
at the end of the period of notice specified in the contract giving the servant or the institution the option to terminate earlier. The period of notice shall not be less than one month per year of service, subject to a minimum of one month and a maximum of three months. For temporary staff whose contracts have been renewed the maximum shall be six months. The period of notice shall not, however, commence to run during pregnancy if confirmed by a medical certificate, maternity leave or sick leave, provided such sick leave does not exceed three months. It shall, moreover, be suspended during pregnancy if confirmed by a medical certificate, maternity or sick leave subject to the limits aforesaid. If the institution terminates the contract, the servant shall be entitled to compensation equal to one-third of his basic salary for the period between the date when his duties end and the date when his contract expires;
where the servant no longer satisfies the conditions laid down in point (a) of Article 12(2), subject to the possibility of authorising an exception under that provision. Should the exception not be authorised, the period of notice referred to in point (ii) shall apply; or
where the contract is for an indefinite period:
at the end of the period of notice stipulated in the contract; the length of the period of notice shall not be less than one month for each completed year of service, subject to a minimum of three months and a maximum of 10 months. The period of notice shall not, however, commence to run during pregnancy if confirmed by a medical certificate, maternity leave or sick leave, provided such sick leave does not exceed three months. It shall, moreover, be suspended during pregnancy if confirmed by a medical certificate, maternity or sick leave subject to the limits aforesaid; or
where the servant no longer satisfies the conditions laid down in point (a) of Article 12(2), subject to the possibility of authorising an exception under that provision. Should the exception not be authorised, the period of notice referred to in point (i) shall apply.
Article 48
Employment, whether for a fixed or for an indefinite period, may be terminated by the institution without notice:
during or at the end of the probationary period in accordance with Article 14;
▼M112 —————
if the servant is unable to resume his duties at the end of a period of paid sick leave as provided for in Article 16. In such case, the servant shall receive an allowance equal to this basic salary, plus family allowances at the rate of two days per month of service completed.
Article 48a
In any given parliamentary term, Article 50 of the Staff Regulations may be applied by analogy to a maximum of five members of senior temporary staff of political groups in the European Parliament who are in grade AD 15 or AD 16, provided that they have attained the age of fifty-five years and have twenty years of service in the institutions and at least 2,5 years of seniority in their last grade.
Article 49
Before his employment is teminated, a member of temporary staff may be suspended, in accordance with ►M112 Articles 23 and 24 of Annex IX to ◄ the Staff Regulations, which shall apply by analogy.
►M62 Where employment is terminated in accordance with paragraph 1, ◄ the authority referred to in the first paragraph of Article 6 may decide:
to limit the severance grant provided for in Article 39 to repayment of the contribution provided for in Article 83 of the Staff Regulations, plus compound interest at the rate of 3·5 % per annum;
to withhold in whole or in part the resettlement allowance provided for in Article 24 (2).
Article 50
The employment of a member of the temporary staff shall be terminated by the institution without notice if the authority referred to in the first paragraph of Article 6 finds:
that at the time of his engagement he deliberately furnished false information as to either his professional ability or the requirements of Article 12 (2); and
that the false information furnished was a determining factor in his being engaged.
Before his employment is terminated, a member of temporary staff may be suspended in accordance with ►M112 Articles 23 and 24 of Annex IX to ◄ the Staff Regulations, which shall apply by analogy.
The provisions of Article 49 (2) shall apply.
Article 50a
Without prejudice to Articles 49 and 50, any intentional or negligent failure by a member of the temporary staff or of a former member of the temporary staff to comply with his obligations under these conditions of employment shall render him liable to disciplinary action in accordance with Title VI of the Staff Regulations and where applicable Annex IX to the Staff Regulations, the provisions of which shall apply by analogy.
CHAPTER 10
Special provisions for members of temporary staff referred to in Article 2(e)
Article 50b
Article 50c
▼M131 —————
CHAPTER 11
Special provisions for temporary staff referred to in Article 2(f)
Article 51
Article 37, with the exception of point (b) of the first paragraph, and Article 38 of the Staff Regulations shall apply by analogy to the temporary staff referred to in Article 2(f).
Article 52
By way of derogation from the third paragraph of Article 17, the temporary staff referred to in Article 2(f) with a contract for an indefinite period may, irrespective of their seniority, be granted unpaid leave for periods not exceeding one year.
The total length of such leave may not exceed twelve years in the course of the staff member's entire career.
Another person may be engaged to the post occupied by the member of the temporary staff.
On the expiry of his leave a member of the temporary staff must be reinstated in the first post corresponding to his grade which falls vacant in his function group, provided that he satisfies the requirements for that post. If he declines the post offered to him, he shall retain his right to reinstatement when the next vacancy corresponding to his grade occurs in his function group subject to the same provisions; if he declines a second time, employment may be terminated by the institution without notice. Until effectively reinstated or placed on secondment he shall remain on unpaid leave on personal grounds.
Article 53
Temporary staff referred to in Article 2(f) shall be engaged on the basis of a selection procedure organised by one or more agencies. The European Personnel Selection Office shall, at the request of the agency or agencies concerned, provide assistance to the agencies, in particular by defining the contents of the tests and organising the selection procedures. The European Personnel Selection Office shall ensure the transparency of the selection procedures.
In the case of an external selection procedure, temporary staff referred to in Article 2(f) shall be engaged only at grades SC1 to SC2, AST 1 to AST 4 or AD 5 to AD 8. However, the agency may, where appropriate and in duly justified cases, authorise the engagement at grade AD 9, AD 10, AD 11 or, on an exceptional basis, at grade AD 12, for posts with corresponding responsibilities and within the limits of the approved establishment plan. The total number of engagements at grades AD 9 to AD 12 in an agency shall not exceed 20 % of the total number of engagements of temporary staff to the function group AD, calculated over a five-year rolling period.
Article 54
In the case of temporary staff referred to in Article 2(f), classification in the next higher grade shall be exclusively by selection from among staff members who have completed a minimum period of two years in their grade, after consideration of the comparative merits of such temporary staff and of the reports on them. The last sentence of Article 45(1) and Article 45(2) of the Staff Regulations shall apply by analogy. The multiplication rates for guiding average career equivalence, as set out for officials in Section B of Annex I to the Staff Regulations, may not be exceeded.
In accordance with Article 110 of the Staff Regulations, each agency shall adopt general provisions for the implementation of this Article.
Article 55
Where a member of the temporary staff referred to in Article 2(f) moves, following an internal publication of a post, to a new post within his function group, he shall not be classified in a lower grade or step than in his former post, provided that his grade is one of the grades set out in the vacancy notice.
The same provisions shall apply by analogy where the member of such temporary staff concludes a new contract with an agency immediately following a preceding contract for such temporary staff with another agency.
Article 56
In accordance with Article 110(2) of the Staff Regulations, each agency shall adopt general provisions on the procedures governing the engagement and use of temporary staff referred to in Article 2(f).
▼M131 —————
TITLE IV
CONTRACT STAFF
CHAPTER 1
GENERAL PROVISIONS
Article 79
Article 80
The types of duties and corresponding function groups shall be as shown in the following table:
|
Function group |
Grades |
Duties |
|
IV |
13 to 18 |
Administrative, advisory, linguistic and equivalent technical tasks, performed under the supervision of officials or temporary staff. |
|
III |
8 to 12 |
Executive tasks, drafting, accountancy and other equivalent technical tasks, performed under the supervision of officials or temporary staff. |
|
II |
4 to 7 |
Clerical and secretarial tasks, office management and other equivalent tasks, performed under the supervision of officials or temporary staff. |
|
I |
1 to 3 |
Manual and administrative support service tasks, performed under the supervision of officials or temporary staff. |
CHAPTER 2
RIGHTS AND OBLIGATIONS
Article 81
Article 11 shall apply by analogy.
CHAPTER 3
CONDITIONS OF ENGAGEMENT
Article 82
Recruitment as a member of the contract staff shall require at least:
in function group I, successful completion of compulsory education;
in function groups II and III:
a level of post-secondary education attested by a diploma, or
a level of secondary education attested by a diploma giving access to post-secondary education, and appropriate professional experience of at least three years, or
where justified in the interest of the service, professional training or professional experience of an equivalent level;
in function group IV:
a level of education which corresponds to completed university studies of at least three years attested by a diploma, or
where justified in the interest of the service, professional training of an equivalent level.
A member of the contract staff may be engaged only on condition that he:
is a national of one of the Member States, unless an exception is authorised by the authority referred to in the first paragraph of Article 6, and enjoys his full rights as a citizen;
has fulfilled any obligations imposed on him by the laws concerning military service;
produces the appropriate character references as to his suitability for the performance of his duties;
is physically fit to perform his duties; and
Article 83
Before being engaged, a member of the contract staff shall be medically examined by one of the institution's medical officers in order that the institution may be satisfied that he fulfils the requirements of Article 82(3)(d).
Article 33 of the Staff Regulations shall apply by analogy.
Article 84
Where, during his probationary period, a contract staff member is prevented by sickness, maternity leave under Article 58 of the Staff Regulations or accident from performing his duties for a continuous period of at least one month, the authority referred to in the first paragraph of Article 6 may extend his probationary period by the corresponding length of time. The total length of the probationary period shall in no circumstances exceed 15 months.
That report shall be communicated to the person concerned, who shall have the right to submit his comments in writing within eight working days. The report and the comments shall be transmitted immediately by the immediate superior of the contract staff member to the authority referred to in the first paragraph of Article 6. On the basis of the report, the authority referred to in the first paragraph of Article 6 may decide to dismiss the contract staff member before the end of the probationary period, giving him one month's notice, or to assign the contract staff member to another department for the remaining time of the probationary period.
Should it recommend dismissal or, in exceptional circumstances, extension of the probationary period in accordance with paragraph 1, the report and the comments shall be transmitted immediately by the immediate superior of the contract staff member to the authority referred to in the first paragraph of Article 6.
A contract staff member whose work or conduct has not proved adequate for establishment in his post shall be dismissed.
The final decision shall be taken on the basis of the report referred to in this paragraph as well as on the basis of elements available to the authority referred to in the first paragraph of Article 6 relating to the conduct of the contract staff member with regard to Title II of the Staff Regulations.
CHAPTER 4
SPECIAL PROVISIONS FOR MEMBERS OF THE CONTRACT STAFF REFERRED TO IN ARTICLE 3A
Article 85
Periods covered by a contract as a member of the contract staff referred to in Article 3b shall not be counted for the purposes of the conclusion or renewal of contracts under this Article.
Article 86
Contract staff referred to in Article 3a shall only be recruited
in grades 13, 14, or 16 for function group IV,
in grades 8, 9 or 10 for function group III,
in grades 4 or 5 for function group II,
in grade 1 for function group I.
The grading of such contract staff within each function group shall take account of the qualifications and experience of the persons concerned. To address specific needs of the institutions, labour market conditions prevailing in the ►M128 Union ◄ may also be taken into account. Within their grade, such contract staff shall be recruited in the first step. ►M131 However, the second paragraph of Article 32 of the Staff Regulations shall apply by analogy to contract staff recruited in grade 1. ◄
General implementing provisions shall be adopted to give effect to this paragraph in accordance with Article 110 of the Staff Regulations.
Where a member of such contract staff moves to a higher function group, he shall be classified at a grade and step such that his remuneration is at least equal to that to which he was entitled under the preceding contract.
The same provisions shall apply where the member of such contract staff concludes a new contract with an institution or body immediately following a preceding contract for such contract staff with a different institution or body
Article 87
CHAPTER 5
SPECIAL PROVISIONS FOR MEMBERS OF THE CONTRACT STAFF REFERRED TO IN ARTICLE 3B
Article 88
In the case of contract staff referred to in Article 3b:
contracts shall be concluded for a fixed period; they shall be renewable;
the actual period of employment within an institution, including any period under renewal, shall not exceed ►M131 six years ◄ .
Periods covered by a contract as a member of the contract staff referred to in Article 3a shall not be counted for the purposes of the conclusion or renewal of contracts under this Article.
Article 89
Article 90
By way of derogation from the provision of this title, conference interpreters engaged by the European Parliament or engaged by the Commission on behalf of the ►M128 Union ◄ institutions and bodies shall be subject to the conditions laid down in the Agreement of 28 July 1999 between the European Parliament, the Commission and the Court of Justice, on behalf of the institutions, on the one hand, and the associations representing the profession, on the other.
Amendments to that Agreement required by the entry into force of Council Regulation (EC, Euratom) No 723/2004 ( 24 ) shall be adopted before 31 December 2006 in accordance with the procedure laid down in Article 78. Amendments to that Agreement after 31 December 2006 shall be adopted by agreement between institutions.
CHAPTER 6
WORKING CONDITIONS
Article 91
Articles 16 to 18 shall apply by analogy.
The second sentence of Article 55(4) of the Staff Regulations shall not apply by analogy to the contract staff.
Overtime worked by the contract staff in function groups III and IV shall carry no right to compensation or remuneration.
Under the conditions laid down in Annex VI to the Staff Regulations, overtime worked by the contract staff in function groups I and II shall entitle them either to compensatory leave or to remuneration where requirements of the service do not allow compensatory leave during two months following that in which the overtime was worked.
CHAPTER 7
REMUNERATION AND EXPENSES
Article 92
Articles 19 to 27 shall apply by analogy subject to the amendments set out in Articles 93 and 94.
Article 93
The scale of basic salaries shall be as provided for in the following table:
|
1.1.2022 |
STEPS |
|||||||
|
FONCTION GROUPS |
GRADES |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
|
IV |
18 |
6 880,19 |
7 023,27 |
7 169,31 |
7 318,41 |
7 470,61 |
7 625,96 |
7 784,54 |
|
|
17 |
6 080,90 |
6 207,34 |
6 336,43 |
6 468,21 |
6 602,72 |
6 740,02 |
6 880,19 |
|
|
16 |
5 374,44 |
5 486,20 |
5 600,30 |
5 716,76 |
5 835,66 |
5 957,02 |
6 080,90 |
|
|
15 |
4 750,06 |
4 848,84 |
4 949,69 |
5 052,62 |
5 157,70 |
5 264,95 |
5 374,44 |
|
|
14 |
4 198,24 |
4 285,54 |
4 374,67 |
4 465,64 |
4 558,54 |
4 653,29 |
4 750,06 |
|
|
13 |
3 710,50 |
3 787,67 |
3 866,43 |
3 946,85 |
4 028,92 |
4 112,71 |
4 198,24 |
|
III |
12 |
4 750,00 |
4 848,77 |
4 949,62 |
5 052,53 |
5 157,59 |
5 264,84 |
5 374,33 |
|
|
11 |
4 198,21 |
4 285,49 |
4 374,61 |
4 465,57 |
4 558,44 |
4 653,23 |
4 750,00 |
|
|
10 |
3 710,49 |
3 787,65 |
3 866,41 |
3 946,82 |
4 028,89 |
4 112,68 |
4 198,21 |
|
|
9 |
3 279,45 |
3 347,65 |
3 417,26 |
3 488,34 |
3 560,88 |
3 634,91 |
3 710,49 |
|
|
8 |
2 898,49 |
2 958,77 |
3 020,30 |
3 083,09 |
3 147,22 |
3 212,66 |
3 279,45 |
|
II |
7 |
3 279,38 |
3 347,60 |
3 417,21 |
3 488,28 |
3 560,86 |
3 634,91 |
3 710,50 |
|
|
6 |
2 898,36 |
2 958,62 |
3 020,17 |
3 082,99 |
3 147,10 |
3 212,56 |
3 279,38 |
|
|
5 |
2 561,58 |
2 614,85 |
2 669,24 |
2 724,77 |
2 781,43 |
2 839,29 |
2 898,36 |
|
|
4 |
2 263,94 |
2 311,03 |
2 359,11 |
2 408,18 |
2 458,26 |
2 509,39 |
2 561,58 |
|
I |
3 |
2 789,00 |
2 846,88 |
2 905,98 |
2 966,28 |
3 027,83 |
3 090,68 |
3 154,84 |
|
|
2 |
2 465,60 |
2 516,77 |
2 569,00 |
2 622,32 |
2 676,75 |
2 732,31 |
2 789,00 |
|
|
1 |
2 179,70 |
2 224,95 |
2 271,11 |
2 318,24 |
2 366,36 |
2 415,47 |
2 465,60 |
Article 94
Notwithstanding Article 24(3), the installation allowance provided for in paragraph 1 and the resettlement allowance provided for in paragraph 2 of that Article shall not be less than:
CHAPTER 8
SOCIAL SECURITY BENEFITS
Section A
Sickness and accident insurance, social security benefits
Article 95
Article 28 shall apply by analogy. However, Article 72(2) and (2a) of the Staff Regulations shall not apply to a member of the contract staff who has remained in the service of the ►M128 Union ◄ until the ►M131 pensionable age, ◄ unless he has been employed for more than 3 years as a member of such staff.
Article 96
A former member of the contract staff who becomes unemployed when his service with an institution of the ►M128 Union ◄ is terminated, and:
who is not in receipt of a retirement pension or invalidity allowance from the ►M128 Union ◄ ,
whose service is not terminated by resignation or by cancellation of the contract for disciplinary reasons,
who has completed a minimum of six months' service,
who is resident in a Member State,
shall be eligible for a monthly unemployment allowance under the conditions laid down below.
Where he is entitled to unemployment benefits under a national scheme, he shall be obliged to declare this to the institution to which he belonged, which shall immediately inform the Commission thereof. In such cases, the amount of those benefits shall be deducted from the allowance paid under paragraph 3.
To be eligible for this unemployment allowance, a former member of the contract staff shall:
be registered, at his own request, as seeking employment with the employment authorities of the Member State in which he establishes his residence;
fulfil the obligations laid down by the law of that Member State for persons in receipt of unemployment benefits under that law;
forward every month to the institution to which he belonged, which shall immediately forward it to the Commission, a certificate issued by the competent national employment authority stating whether or not he has fulfilled the obligations and conditions referred to in (a) and (b).
The allowance may be granted or maintained by the ►M128 Union ◄ , even where the national obligations referred to under (b) have not been fulfilled, in cases of illness, accident, maternity, invalidity or a situation recognised as being similar or where the national authority, competent to meet those obligations, has given a dispensation.
The Commission shall, after obtaining the opinion of a committee of experts, lay down such provisions as it deems necessary for applying this Article.
The unemployment allowance shall be set by reference to the basic salary attained by the former member of the contract staff at the time of the termination of his service. The allowance shall be set at:
60 % of the basic salary for an initial period of 12 months,
45 % of the basic salary for the 13th to the 24th month,
30 % of the basic salary for the 25th to the 36th month.
Other than during an initial six-month period, in which the lower limit specified below is applicable but the upper limit is not, the amounts thus calculated may neither be less than ►M151 EUR 1 183,06 (the lower limit) ◄ , nor exceed ►M151 EUR 2 366,10 (the upper limit) ◄ . These limits shall be ►M131 updated, ◄ in the same way as the salary scales set out in Article 66 of the Staff Regulations, in accordance with Article 65 of the Staff Regulations.
The person concerned shall be obliged to declare any allowances of the same kind paid from other sources to himself or to his spouse; such allowances shall be deducted from those to be paid on the basis of this Article.
A former member of the contract staff who is eligible for the unemployment allowance shall be entitled, as provided for in Article 72 of the Staff Regulations, to insurance cover against sickness without having to make any contribution.
Article 97
Article 74 of the Staff Regulations, concerning the birth grant, and Article 75 of the Staff Regulations, concerning the assumption of liability by the institution for the costs referred to therein, shall apply by analogy.
Article 98
Article 76 of the Staff Regulations, concerning gifts, loans and advances, shall apply by analogy to contract staff during the term of their contract or after expiry of the contract where, as a result of serious protracted illness contracted, or a disability, or an accident sustained, during his employment, the contract staff member is incapable of working and proves that such illness or accident is not covered by another social security scheme.
Section B
Insurance against the risk of invalidity and death
Article 99
Contract staff shall be insured in accordance with the following provisions against the risk of death or invalidity occurring during their employment.
The payments and benefits provided for in this Section shall be suspended if the remuneration which a member of such staff receives in respect of his employment is suspended under these conditions of employment.
Article 100
Where the medical examination made before a member of the contract staff is engaged shows that he is suffering from sickness or invalidity, the authority referred to in the first paragraph of Article 6 may, in so far as risks arising from such sickness or invalidity are concerned, decide to grant him guaranteed benefits in respect of invalidity or death only after a period of five years from the date of his entering the service of the institution.
The contract staff member may appeal against this decision to the Invalidity Committee provided for in paragraph 1(b) of Article 9 of the Staff Regulations.
Article 101
Article 52 of the Staff Regulations shall apply by analogy to recipients of an invalidity allowance. If the recipient of an invalidity allowance retires before the ►M131 age of 66 ◄ without having reached the maximum pension entitlement, the general rules on retirement pensions shall be applied. The amount of the retirement pension shall be based on the salary for the grade and step occupied by the member of the contract staff when he became an invalid.
Article 102
However, if it proves impossible to employ the person concerned in the service of the ►M128 Union ◄ , the contract may be terminated subject to payment of an amount corresponding to the remuneration that would have been paid during the period of notice and, where applicable, to the compensation for termination of contract provided for in Article 47. Article 109 shall also apply.
Article 103
Article 104
The right to receive payment of pension shall have effect from the first day of the month following that in which death occurs or, where applicable, on the first day of the month following the period during which the deceased's surviving spouse, orphans or dependants receive his emoluments under Article 70 of the Staff Regulations.
Article 105
The surviving spouse of a contract staff member shall be entitled to a survivor's pension in accordance with Chapter 4 of Annex VIII to the Staff Regulations. The pension shall not be less than 35 % of the final basic monthly salary received by the contract staff member, nor less than the basic monthly salary of contract staff in function group I, grade 1, step 1. Where a contract staff member dies, the amount of the survivor's pension shall be increased to 60 % of the retirement pension which the contract staff member would have been paid if he had qualified, irrespective of length of service or of age, for such pension at the time of death.
A person drawing a survivor's pension shall be entitled, on the conditions laid down in Annex VII to the Staff Regulations, to the family allowances specified in Article 67 of the Staff Regulations. However, the dependent child allowance shall be double that provided for in Article 67(1)(b) of the Staff Regulations.
Article 106
Article 107
In the case of divorce or where there is more than one category of survivor who qualifies to claim survivor's pension, such pension shall be apportioned in the manner provided for in Chapter 4 of Annex VIII to the Staff Regulations.
Article 108
The rules relating to ceilings and apportionment set out in Article 81a of the Staff Regulations shall apply by analogy.
Section C
Retirement pension and severance grant
Article 109
Article 110
Any period of service on the contract staff of ►M128 the Union ◄ shall be taken into account for the purpose of calculating years of pensionable service as provided for in Annex VIII to the Staff Regulations.
Section D
Funding of the invalidity and life assurance scheme and of the pension scheme
Article 111
As regards the funding of the social security scheme provided for in Sections B and C, the provisions of Articles 83 and 83a of the Staff Regulations and Articles 36 and 38 of Annex VIII thereto shall apply by analogy.
Article 112
In accordance with conditions to be laid down by the institution, a member of the contract staff may request the institution to effect any payments which he is required to make in order to constitute or maintain pension rights, unemployment insurance, invalidity insurance, life insurance and sickness insurance in the country where he has last been covered by such schemes. During the period of these contributions, the contract staff member shall not benefit from the ►M128 Union ◄ sickness insurance scheme. Moreover, for the period corresponding to these contributions, the contract staff member shall not be covered by the ►M128 Union ◄ life assurance and invalidity schemes and shall not acquire rights under the ►M128 Union ◄ unemployment insurance and pension schemes.
The actual period of such payments for any contract staff member shall not exceed six months. However, the institution may decide to extend this period to one year. The payments shall be charged to the budget of the ►M128 Union ◄ . Payments to constitute or maintain pension rights shall not exceed twice the rate provided for in Article 83(2) of the Staff Regulations
Section E
Settlement of claims by contract staff
Article 113
Articles 40 to 44 of Annex VIII to the Staff Regulations shall apply by analogy.
Section F
Payment of benefits
Article 114
Section G
Subrogation in favour of the ►M128 Union ◄
Article 115
The provisions of Article 85a of the Staff Regulations, relating to subrogation in favour of the ►M128 Union ◄ , shall apply by analogy.
CHAPTER 9
RECOVERY OF UNDUE PAYMENT
Article 116
The provisions of Article 85 of the Staff Regulations on the recovery of undue payment shall apply.
CHAPTER 10
APPEALS
Article 117
The provisions of Title VII of the Staff Regulations on appeals shall apply by analogy.
CHAPTER 11
SPECIAL AND EXCEPTIONAL PROVISIONS APPLICABLE TO MEMBERS OF THE CONTRACT STAFF SERVING IN A THIRD COUNTRY
Article 118
Annex X to the Staff Regulations shall apply by analogy to contract staff serving in third countries. However, Article 21 of that Annex shall only apply if the duration of the contract is for a period of not less than one year.
CHAPTER 12
TERMINATION OF EMPLOYMENT
Article 119
Articles 47 to 50a shall apply by analogy to contract staff.
In the event of disciplinary proceedings against a contract staff member, the Disciplinary Board referred to in Annex IX to the Staff Regulations and in Article 49 of these Conditions of Employment shall meet with two additional members from the same function group and grade as the contract staff member concerned. These two additional members shall be appointed according to an ad hoc procedure agreed upon by the authority referred to in the first paragraph of Article 6 of these Conditions of Employment and the Staff Committee.
TITLE ►M112 V ◄
LOCAL STAFF
Article ►M112 120 ◄
Subject to the provisions of this Title, the conditions of employment of local staff, in particular:
the manner of their engagement and termination of their contract;
their leave; and
their remuneration
shall be determined by ►M131 the authority referred to in the first paragraph of Article 6 ◄ in accordance with current rules and practice in the place where they are to perform their duties.
Article 121
As regards social security, the institution shall be responsible for the employer’s share of the social security contributions under current regulations in the place where the servant is to perform his duties, unless the seat agreement provides otherwise. The institution shall set up an autonomous or complementary system of social security for countries where coverage by the local system either does not exist or is insufficient.
Article 122
Any dispute between the institution and a member of the local staff serving in a third country shall be submitted to an arbitration board on the conditions defined in the arbitration clause contained in the local staff member's contract.
TITLE ►M112 VI ◄
SPECIAL ADVISERS
Article ►M112 123 ◄
Before the contract is finally concluded there shall be an exchance of views with the competent budgetary authority on the proposed remuneration if within one month following the date of notification a member of that authority or the institution concerned so requests.
Article 124
Articles 1c, 1d, 11, 11a, 12 and 12a, the first paragraph of Article 16, Articles 17, 17a, 19, 22, 22a and 22b, ►M128 Article 23 ◄ and the second paragraph of Article 25 of the Staff Regulations, concerning the rights and obligations of officials, and Articles 90 and 91 of the Staff Regulations, concerning appeals, shall apply by analogy.
▼M112 —————
TITLE VII
PARLIAMENTARY ASSISTANTS
CHAPTER 1
General provisions
Article 125
Article 126
By way of derogation from Article 7, the arrangements relating to the autonomous representation of accredited parliamentary assistants shall be laid down by the implementing measures referred to in Article 125(1) taking into account that a formal link shall be established between the statutory representation of staff and the autonomous representation of assistants.
CHAPTER 2
Rights and obligations
Article 127
Articles 11 to 26a of the Staff Regulations shall apply by analogy. Having strict regard, in particular, to the specific nature of the functions and duties of accredited parliamentary assistants and the mutual trust which has to characterise the working relationship between them and the Member or Members of the European Parliament whom they assist, the implementing measures relating to this area, adopted pursuant to Article 125(1), shall take account of the specific nature of the working relationship between Members and their accredited parliamentary assistants.
CHAPTER 3
Conditions of engagement
Article 128
An accredited parliamentary assistant shall be selected by the Member or Members of the European Parliament whom he is to assist. Without prejudice to any additional requirements which may be laid down in the implementing measures referred to in Article 125(1), the assistant may be engaged only on condition that he:
is a national of one of the Member States of the ►M128 Union ◄ , unless an exception is authorised by the authority referred to in the first paragraph of Article 6, and enjoys his full rights as a citizen;
has fulfilled any obligations imposed on him by the laws concerning military service;
produces the appropriate character references as to his suitability for the performance of his duties;
is physically fit to perform his duties;
has completed:
a level of post-secondary education attested by a diploma;
a level of secondary education attested by a diploma giving access to post-secondary education, and appropriate professional experience of at least three years; or
where justified in the interest of the service, professional training or professional experience of an equivalent level.
Article 129
Article 130
CHAPTER 4
Working conditions
Article 131
CHAPTER 5
Remuneration and expenses
Article 132
Save as otherwise provided in Articles 133 and 134, Article 19, Article 20(1) to (3) and Article 21 of these Conditions of employment and Article 16 of Annex VII to the Staff Regulations (remuneration and expenses) shall apply by analogy. The arrangements for reimbursement of mission expenses shall be laid down in the implementing measures referred to in Article 125(1).
Article 132a
In accordance with the implementing measures referred to in Article 125(1) and upon express request of the respective Member or Members whom they support, accredited parliamentary assistants may be paid only once either an installation allowance or a resettlement allowance paid out from the respective Member's parliamentary assistance allowance based on evidence that a change of the place of residence was required. The amount of the allowance shall not exceed one month's basic salary of the assistant.
Article 133
The scale of basic salaries shall be as provided for in the following table:
|
1.1.2022 |
|
||||||
|
Grade |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
|
Full-time basic salary |
1 982,70 |
2 309,85 |
2 504,34 |
2 715,24 |
2 943,88 |
3 191,81 |
3 460,59 |
|
Grade |
8 |
9 |
10 |
11 |
12 |
13 |
14 |
|
Full-time basic salary |
3 752,04 |
4 067,98 |
4 410,54 |
4 781,95 |
5 184,66 |
5 621,25 |
6 094,62 |
|
Grade |
15 |
16 |
17 |
18 |
19 |
|
|
|
Full-time basic salary |
6 607,85 |
7 164,31 |
7 767,63 |
8 421,72 |
9 130,95 |
|
|
Article 134
By way of derogation from the last subparagraph of Article 4(1) of Annex VII to the Staff Regulations, the expatriation allowance shall not be less than ►M151 EUR 428,58 ◄ .
CHAPTER 6
Social security benefits
Article 135
Save as otherwise provided in Article 136, Articles 95 to 115 (social security) shall apply by analogy.
Article 136
CHAPTER 7
Recovery of undue payment
Article 137
The provisions of Article 85 of the Staff Regulations on the recovery of undue payment shall apply mutatis mutandis.
CHAPTER 8
Appeals
Article 138
The provisions of Title VII of the Staff Regulations on appeals shall apply by analogy. The implementing measures referred to in Article 125(1) may lay down complementary rules on the internal procedures.
CHAPTER 9
Termination of employment
Article 139
Apart from cessation on death, the employment of the accredited parliamentary assistant shall cease:
on the date stated in the contract as provided for in Article 130(1);
at the end of the month in which the accredited parliamentary assistant reaches the age of 66 years or, on an exceptional basis, at the date fixed in accordance with the second and third paragraphs of Article 52 of the Staff Regulations;
in the case of an assistant engaged to assist only one Member of the European Parliament pursuant to Article 128(2), at the end of the month in which that Member's term of office ends, whether by death or resignation or for any other reason;
taking into account the fact that trust is the basis of the working relationship between the Member and his accredited parliamentary assistant, at the end of the period of notice specified in the contract, which shall give the accredited parliamentary assistant or the European Parliament, acting at the request of the Member or Members of the European Parliament whom the accredited parliamentary assistant was taken on to assist, the right to terminate the contract before its expiry. The period of notice shall not be less than one month per year of service, subject to a minimum of one month and a maximum of three months. The period of notice shall not, however, start to run during pregnancy if confirmed by a medical certificate, maternity leave or sick leave, provided such sick leave does not exceed three months. It shall, moreover, be suspended during pregnancy if confirmed by a medical certificate, maternity or sick leave subject to these limits;
where the accredited parliamentary assistant no longer satisfies the conditions laid down in Article 128(2)(a), subject to any authorisation of an exception pursuant to that provision. Should an exception not be authorised, the period of notice referred to in point (d) shall apply.
Specific provisions relating to the disciplinary procedure shall be laid down in the implementing measures referred to in Article 125(1).
TITLE ►M124 VIII ◄
TRANSITIONAL PROVISIONS
▼M112 —————
Article ►M124 140 ◄
Without prejudice to the other provisions of the Conditions of Employment, the Annex hereto lays down the transitional provisions applicable to staff engaged under contract covered by these Conditions of Employment.
TITLE ►M124 IX ◄
FINAL PROVISIONS
Article ►M124 141 ◄
►M124 Subject to Article 142 ◄ , the general provisions for giving effect to these Conditions of Employment shall be adopted by ►M131 the authority referred to in the first paragraph of Article 6 ◄ after consulting its Staff Committee and the Staff Regulations Committee provided for in Article 10 of the Staff Regulations.
The administrations of the institutions of the ►M128 Union ◄ shall confer for the purpose of securing uniform application of these Conditions of Employment.
Article ►M124 142 ◄
The general provisions for giving effect to the Staff Regulations, referred to in Article 110 of those Regulations, shall apply to servants covered by these Conditions of Employment where by virtue of these Conditions of Employment the provisions of the said Regulations apply to those servants.
Article 142a
The Commission shall, by 31 December 2020, submit a report to the European Parliament and to the Council assessing the functioning of these Conditions of Employment of Other Servants.
ANNEX
Transitional provisions applicable to the staff covered by the Conditions of Employment of other Servants
Article 1
For the period from 1 May 2004 to 30 April 2006, in the Conditions of Employment of other servants:
in the first indent of point (b) of Article 3, ‘assistants function group (AST)’ is replaced by ‘categories B and C’;
in the second indent of point (b) of Article 3, ‘the administrators’ function group (AD) is replaced by ‘category A’, ‘AD 16 or AD 15’ is replaced by ‘A*16 or A*15’ and ‘AD 15 or AD 14’ is replaced by ‘A*15 or A*14’.
Article 2
Article 3
For five years after 1 May 2004, local staff or contract staff of the Secretariat General of the Council who had the status of local staff of that Secretariat General before 1 May 2004 may take part in internal competitions of the Council on the same terms as officials and temporary staff of the institution.
Article 4
Fixed-term contracts of temporary staff covered by Article 2(d) of the Conditions of Employment current on 1 May 2004 may be renewed. Where the contract has already been renewed once, the new contract shall be for an indefinite period. Current contracts for an indefinite period of temporary staff covered by Article 2(d) of the Conditions of Employment shall be unaffected.
Article 5
Article 6
With effect from 1 January 2014, contracts of temporary staff to whom Article 2(a) of the Conditions of Employment of Other Servants applies and who are in service on 31 December 2013 in an agency shall be transformed, without selection procedure, into contracts under point (f) of Article 2 of these Conditions of Employment. The conditions of the contract shall remain unchanged for the rest. This Article does not apply to contracts of temporary staff engaged as heads of agencies or deputy heads of agencies as referred to in the Union act establishing the agency or to officials seconded in the interests of the service to an agency.
( 1 ) Eurostat Report on the 2014 actuarial assessment of the Pension Scheme for European Officials of 1 September 2014.
( 2 ) Eurostat Report on the 2016 actuarial assessment of the Pension Scheme for European Officials of 1 September 2016.
( 3 ) Eurostat Report on the 2018 actuarial assessment of the Pension Scheme for European Officials of 1 September 2018.
( 4 ) Eurostat Report on the 2018 actuarial assessment of the Pension Scheme for European Officials of 1 September 2018.
( 5 ) Eurostat Report on the 2019 actuarial assessment of the Pension Scheme for European Officials of 1 September 2019.
( 6 ) Eurostat Report on the 2020 actuarial assessment of the Pension Scheme for European Officials of 1 September 2020.
( 7 ) According to the Eurostat Report reference Ares(2022)3565929 dated 10 May 2022 on the intermediate update of remuneration and pensions of EU officials.
( 8 ) Regulation (EC) No 45/2001 of the European Parliament and of the Council of 18 December 2000 on the protection of individuals with regard to the processing of personal data by the Community institutions and bodies and on the free movement of such data (OJ L 8, 12.1.2001, p. 1).
( 9 ) Council Regulation (ECSC, EEC, Euratom) No 300/76 of 9 February 1976 determining the categories of officials entitled to allowances for shift work, and the rates and conditions thereof (OJ L 38, 13.2.1976, p. 1).
( 10 ) Council Regulation (EEC, Euratom, ECSC) No 260/68 of 29 February 1968 laying down the procedure and the conditions for applying the tax for the benefit of the European Communities (OJ L 56, 4.3.1968, p. 8.)
( 11 ) Council Regulation (EEC, Euratom, ECSC) No 259/68 of 29 February 1968 laying down the Staff Regulations and the Conditions of Employment of Other Servants of the European Communities and instituting special measures temporarily applicable to officials of the Commission (OJ L 56, 4.3.1968, p. 1).
( 12 ) Council Regulation (Euratom, ECSC, EEC) No 2530/72 of 4 December 1972 introducing special and temporary measures applicable to the recruitment of officials of the European Communities in consequences of the accession of new Member States, and for the termination of service of officials of those Communities (OJ L 272, 5.12.1972, p. 1).
( 13 ) Council Regulation (ECSC, EEC Euratom) No 1543/73 of 4 June 1973 introducing special measures temporarily applicable to officials of the European Communities paid from research and investment funds (OJ L 155, 11.6.1973, p. 1).
( 14 ) OJ L 201, 3.8.2010, p. 30.
►M112 ( 15 ) OJ L 181, 28.6.1989, p. 2. Regulation as amended by Regulation (EC, ECSC, Euratom) No 2458/98 (OJ L 307, 17.11.1998, p. 1).
( 16 ) OJ L 264, 2.10.2002, p. 1.
( 17 ) OJ L 264, 2.10.2002, p. 5.
( 18 ) OJ L 264, 2.10.2002, p. 9. ◄
( 19 ) Regulation (EC) No 223/2009 of the European Parliament and of the Council of 11 March 2009 on European Statistics and repealing Regulation (EC, Euratom) No 1101/2008 of the European Parliament and of the Council on the transmission of data subject to statistical confidentiality to the Statistical Office of the European Communities, Council Regulation (EC) No 322/97 on Community Statistics, and Council Decision 89/382/EEC, Euratom establishing a Committee on the Statistical Programmes of the European Communities (OJ L 87, 31.3.2009, p. 164).
( 20 ) Regulation (EU) No 1023/2013 of the European Parliament and of the Council of 22 October 2013 amending the Staff Regulations of Officials of the European Union and the Conditions of Employment of Other Servants of the European Union (OJ L 287, 29.10.2013, p. 15)
( 21 ) OJ L 280, 23.11.1995, p. 1. Regulation as amended by Regulation (EC, ECSC, Euratom) No 2458/98 (OJ L 307, 17.11.1998, p. 1).
( 22 ) OJ L 280, 23.11.1995, p. 4. Regulation as amended by Regulation (EC, ECSC, Euratom) No 2458/98.
( 23 ) OJ L 262, 7.10.2005, p. 1.
( 24 ) OJ L 124, 27.4.2004, p. 1.