EGI Resources & Finance

1. EGI Resources & Finance Michael Wilson STFC, UK EGI_DS project

2. Business Case for EGI • To enable the ICT of international research projects to interoperate • Avoid each project or discipline establishing its own collaborative technologies • Cost saving at national level, not at project or facility level • Audience for argument – National Funding Body, EiroForum lab. Council member www.eu-egi.org

3. user communities new infrastructures - PRACE Integration of the e-Infrastructure Support actions virtual labs Deployment of e-Infrastructure for scientific communities Scientific Digital Reposit. Scientific Data Infrast. EGI data e-Science grid Infrast. middleware GÉANT network www.eu-egi.org After Mario Campolargo -Jan‘08

4. Sustainable organisational scheme • Central organisation EGI.org • Co-ordinating NGI for international collaboration • Different from EGEE • EGI.org will not collaborate with resource providers directly • No 2 year project funding cycle www.eu-egi.org

5. EGI Funding & Reporting Cycle resources money Register, Use resources NGI VO EGI.org report SLA Allocate resources, report money report membership Scientific User Resource Centre: Compute, Storage money money report report National Funding body www.eu-egi.org

6. Proposed EGI Organisation EGI.org member observer NGI International Interoperation EiroForum & ESFRI facilities PRACE NGI International Interoperation NGI International Interoperation DEISA NGI International Interoperation Local Resource Centre National Supercomputer ESA Resource Centre NGI National Coordination ESO Resource Centre NGI National Coordination National Supercomputer CERN Resource Centre NGI National Coordination National Supercomputer NGI National Coordination National Supercomputer Local Resource Centre Local Resource Centre Local Resource Centre Local Resource Centre ONLY FINANCES OF BLUE CONSIDERED All Green are nationally funded Lo cal Resource Centre www.eu-egi.org

7. Principles behind EGI resource management • Encourage: • Small countries to join • New scientific disciplines to join • New users to join • New resource providers to join • Charging reflects usage • Minimise accounting and billing costs www.eu-egi.org

8. EGI Resource Allocation • Resource Centres provide resources to NGI • NGI allocate resources to VO • NGI inform EGI • EGI monitor resource usage and report www.eu-egi.org

9. Long Term Vision • The EGI will be financially self sustaining for operations • Innovation and NGI expansion will be funded by projects – EU and others www.eu-egi.org

10. EGI Funding Model Membership fees Service Charges Project Funds INCOME Service Provisioning General Central Projects COST CENTERS COSTS COVERED Coordination Operations Projects Notinitially applied www.eu-egi.org

11. Estimated EGI Costs (FTE) www.eu-egi.org

12. NGI national costs • NGI will have to raise costs of running national infrastructure locally • Some NGI funding for international collaboration may be available from EU www.eu-egi.org

13. Membership Fees • Cover central co-ordination costs • EGI.org Management and Administration • All EGI member NGI pay fee • Fee set by EGI Council annually • Annual fee calculated to cover next annual costs • Approx. estimated annual total - €2m • TERENA charging metric • 8 Bands of NGI • GNI based bands www.eu-egi.org

14. Comparison of charging metrics • Population & area are dominated by Russia • GNI/GDP fee detailed per country, varies annually in detail • TERENA banding reflects GNI, but more stable • In the long term, a mixed membership and usage fee may be required www.eu-egi.org

15. Project Funding • Cover innovation costs • Initially cover operational costs • EU regional & structural funds • NGI bid themselves or in federations • EU DG INFSO fund EGEE approx €16million pa • EU DG INFSO continue for initial EGI period • EGI coordinate proposal by all NGI • To sustain EU funding the EGI MUST: • Sustain innovation, European integration • Increase user count • Increase scientific disciplines supported • Make significant contribution to scientific achievement • Report significant achievements www.eu-egi.org

16. Service Charges • NOT to be used initially for NGI • Resuorces Are already paid for by NGI/resource centres • EGI Service charges Required for (own CA) • International Facilities • Users from non-EGI countries • Available Measures • Processing used (by VO) • Data Storage used (by VO) • Job Submission count (by CA) - pilot jobs • Michael’s Proposed Measure • Sum across all international VO (Proc usage per VO / NGI CA proportion of VO membership) • Need to test reliability & accuracy • Need to negotiate acceptability with customers www.eu-egi.org

17. EGI Reporting • EGI.org reports to: • NGI • VO • Reports provide basis for reporting to Funding Bodies: • Resources provided by NGI • Resources consumed by VO • NGI CA users in VO • During EGEE III accounting system will migrate to produce these reports www.eu-egi.org

18. EGI Resources & Usage www.eu-egi.org

19. EGI Council Voting • Proposed Council voting follows TERENA precedent • Votes allocated to bands of NGI based on World Bank GNI • The majority is balanced between small and large countries www.eu-egi.org

20. Next EGI_DS Actions • EGI_DS to produce document templates: • Agreement for a VO to use EGI.org – including policies for users to join the VO • Agreement for an NGI to join EGI.org – including policies on resource providers. • Agreement for an International Facility to use and provide resources to EGI.org • Annual agreement for an NGI or International Facility to provide resources and funding to EGI.org • Annual report from EGI.org to a VO • Annual report from EGI.org to an NGI • MoU with non-European countries www.eu-egi.org

21. Questions ? www.eu-egi.org