2010 - Neue modernisierte Sozialrechtskoordinierung
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2010 - Neue modernisierte Sozialrechtskoordinierung
- 1. Neue modernisierte Sozialrechtskoordinierung Anwendbare Rechtsvorschriften und zukünftige Entwicklungen Jörg TAGGER trESS Seminar Salzburg, 29. Juni 2010 DG Employment, Social Affairs and Equal Opportunities
- 2. Überblick • Ausgewählte Neuerungen im Bereich der anwendbaren Rechtsvorschriften • Ergebnisse der Verhandlungen auf Ratsebene • Zukünftige Entwicklungen DG Employment, Social Affairs and Equal Opportunities 2
- 3. Zur Erinnerung: Schwerpunkte der neuen Sozialrechtskoordinierung • Aktualisierung • Vereinfachung • Verbesserter Rechtsschutz • Klarstellung • Stärkung und Verbesserung der Verwaltungsverfahren 3
- 4. Anwendbare Rechtsvorschriften • Vereinfachung (eigene Kategorien nur mehr für Seeleute und Gemeinschaftsbedienstete) • Grundprinzip des lex loci laboris beibehalten • Nichtaktive: Wohnsitzstaat • Besondere Regeln für Entsendung und Beschäftigung in mehreren Mitgliedstaaten DG Employment, Social Affairs and Equal Opportunities 4
- 5. Beschäftigung in einem anderen als dem Wohnsitzstaat A Anwendbare RV = Mitgliedstaat B Anwendbare RV = Mitgliedstaat B B 5
- 6. Entsendung • Beschluss A2 • Überarbeiteter Entsendeleitfaden (“Praktischer Leitfaden”) Voraussetzungen: • Entsendezeitraum nicht über 24 Monate • Bezug zum System des Sendestaates • Beschäftigung für den Arbeitgeber • Kein Ersatz eines anderen Arbeitnehmers • Dokument A1 6
- 7. Entsendung – bis zu 24 Monate A Anwendbare RV = MS A Anwendbare RV = MS A B 7
- 8. Beschäftigung in mehreren Mitgliedstaaten Ein Arbeitgeber: • Ein wesentlicher Teil der Beschäftigung muss im Wohnsitzstaat ausgeübt werden, damit dieser zuständig wird. Mehrere Arbeitgeber mit Sitz in mehreren Staaten : • RV des Wohnsitzstaates 8
- 9. Beschäftigung in 2 oder mehr Mitgliedsstaaten für denselben Arbeitgeber A Anwendbare RV = Member State A Anwendbare RV = Member State A B Nur wenn wesentlicher Teil der Beschäftigung im Wohnsitzstaat 9
- 10. Beschäftigung in 2 oder mehreren MS für 2 oder mehr Arbeitgeber/Unternehmen mit Sitz oder Wohnsitz in verschiedenen Mitgliedstaaten A C Anwendbare RV = Member State A Anwendbare RV = Member State A B Bei 2 oder mehr Arbeitgebern mit Sitz in verschiedenen MS = Wohnsitzstaaten 10
- 11. Beschäftigung in 2 oder mehr MS für 2 oder mehr Arbeitgeber (auch im Wohnsitzstaat) A Anwendbare RV = Member State A Anwendbare RV = Member State A B Bei 2 oder mehr Arbeitgebern: Wohnsitzstaat ACHTUNG: Änderung beabsichtigt 11
- 12. Übergangsvorschriften Artikel 87 Abs 7 VO 883/2004 • Anwendbarer RV unter 1408/71 gelten weiter – Solange sich der vorherrschende SV nicht ändert – Bis max. 10 Jahre • Betroffene kann jederzeit einen Wechsel zu anwendbaren RV nach VO 883 beantragen DG Employment, Social Affairs and Equal Opportunities 12
- 13. Dialog- und Vermittlungsverfahren Zweifel an der Gültigkeit eines Dokuments/ Meinungsverschiedenheiten zwischen MS Zweifel an der Gültigkeit eines Dokuments/ Meinungsverschiedenheiten zwischen MS Richtigkeit der anzuwendendenBeweismittel Richtigkeit im Bereich unterstüzenden Rechtsvorschriften im Bereich der anzuwendendenBeweismittel unterstüzenden Rechtsvorschriften Innerhalb 3 Montate + 3 Monate Innerhalb 3 Montate + 3 Monate
- 14. Dialog- und Vermittlungsverfahren Einigung Innerhalb 3 Monate + 3 Monate Innerhalb 3 Monate + 3 Monate
- 15. Dialog- und Vermittlungsverfahren Keine Einigung Innerhalb 3 Monate Within 3 months + 3 months Monate Innerhalb 3 Monate Within 3 months + 3 months Monate
- 16. Dialog- und Vermittlungsverfahren Einigung Innerhalb 3 Monate Innerhalb 3 Monate + 3 Monate + 3 Monate OPTIONAL Innerhalb 6 Wochen Innerhalb 6 Wochen
- 17. Dialog- und Vermittlungsverfahren Vermittlungs- ausschuss Keine Einigung Innerhalb3 months Within 3 Monate + 3 months Monate Innerhalbweeks Within 6 6 Wochen Innerhalb3 months Within 3 Monate + 3 months Monate Innerhalbweeks Within 6 6 Wochen
- 18. Dialog- und Vermittlungsverfahren Vermittlungs- ausschuss Einigung Innerhalb 3 Monate Within 3 months Innerhalb 3 Monate Within 3 months + 3 months Monate + 3 months Monate Within 6 weeks Innerhalb 6 Wochen Within 6 weeks Innerhalb 6 Wochen OPTIONALMonate Innerhalb 6 Monate Innerhalb 6
- 19. Ergebnisse der Verhandlungen auf Ratsebene (Ratssitzung vom 7. Juni 2010) • Vorschlag einer Verordnung zur Ausdehnung der VO 883 auf Drittstaatsanghörige • Assoziationsratsbeschlüsse betreffend Marokko, Tunesien, Algerien, Kroatien, Mazedonien und Israel • Vorschlag einer Richtline zur Patientenmobilität 19
- 20. Assoziationsratsbeschlüsse Ergebnissse der Verhandlungen • Neu Rechtsgrundlage: Artikel 72 (2) (b) i.V.m. Artikel 218 des Vertrages • Gleichbehandlungsgrundsatz in allen Beschlüssen • Aufhebung von Wohnsitzklauseln für den Export von Renten • Umfassende Zusammenarbeitsvorschriften DG Employment, Social Affairs and Equal Opportunities 20
- 21. Zukünftige Entwicklungen – Überblick • Konsolidierung der neuen Verordnungen • Volle Umsetzung von EESSI • Mitteilung der Kommission zu “Highly Mobile” Arbeitnehmern • Mitteilung der Kommission zur internationalen Dimension der Sozialrechtskoordinierung • Pflegeleistungen • Patientenmobilität • Renten-”Grünbuch” und der Anwendungsbereich der Verordnung 883/2004 DG Employment, Social Affairs and Equal Opportunities 21
- 22. Über 50 Jahre Sozialrechtskoordinierung _______________________________ ____________________________ _______________________ ____________________ VO 883/04 VO 987/09 Kons. VO VO 1408/71 VO 574/72 Verordnungen 3 & 4 1959 1972 1997 2010 22
- 23. Zukünftige Entwicklungen - Konsolidierung der neuen Verordnungen • Klarstellung offener Interpretationsfragen – Leitfäden (z.B. « Praktischer Leitfaden ») – Neue Beschlüsse der VK (z.B. zur Anwendung von Artikel 6 VO 883/2004) – Zusätzliche « Erläuternde Mitteilungen » • Verschiedene Änderungen 2010 • Ausdehnung der VO 883/2004 auf die Schweiz • Ausdehnung der VO 883/2004 auf die EWR Länder Island, Norwegen und Liechtenstein DG Employment, Social Affairs and Equal Opportunities 23
- 24. Neue Website zur Sozialrechtskoordinierung 24
- 25. Link zu länderspezifischen Informationen 25
- 26. Förderung länderübergreifender Initiativen Initativen: • Verbesserung des Informationsaustauches und der Zusammenarbeit zwischen Trägern, und/oder • Verbesserung der Information der Bürger über ihre Rechte • Förderung bis zu 80% • Erste Ausschreibung Mitte Mai 2010 • Weitere Ausschreibung in 2011 DG Employment, Social Affairs and Equal Opportunities 26
- 27. Zukünftige Entwicklungen - Volle Umsetzung von EESSI MAY DEC. MAY 2010 2010 2011 2012 EESSI FULLY OP PAPER E-FORM PAPER SED'S ________ ________ ________ ……..…... ………..... NATIONAL APPL. AS E-FORMS __ ________ ________ ________ ………..... FINAL SED'S ………….. ………….. ………….. ________ ________ SED = Structured Electronic Documents DG Employment, Social Affairs and Equal Opportunities 27
- 28. Zukünftige Entwicklungen - Mitteilung der Kommission zu “Highly Mobile” Arbeitnehmern • Präsentation voraussichtlich im Fruehjahr 2011 • Inhalt: – Begriffsbestimmung von “Highly Mobile” Arbeitnehmern – Bestandsaufnahme (einschliesslich Forschern und Künstlern) – Beschreibung bestehender Instrumente und Verfahren – Empfehlungen DG Employment, Social Affairs and Equal Opportunities 28
- 29. Zukünftige Entwicklungen - Mitteilung der Kommission zur internationalen Dimension der Sozialrechtskoordinierung • Präsentation voraussichtlich im Frühjahr 2011 • Inhalt: – Analyse der bestehenden bilateralen Abkommen (externe Studie) – Untersuchung möglicher Synergien eines mehr koordinerten Vorgehens – Empfehlungen zu überarbeiteten Standardbestimmungen in Gemeinschaftsinstrumenten (wie Assoziationsabkommen) DG Employment, Social Affairs and Equal Opportunities 29
- 30. Zukünftige Entwicklungen - Pflegeleistungen • Keine Einigung über neues Kapitel bei Verhandlungen zu VO 883/2004 • Neue Überlegungen nach Rechtssprechung des EUGH in Rs C-299/05 • VK Ad hoc Gruppe zu den Auswirkungen des Urteils DG Employment, Social Affairs and Equal Opportunities 30
- 31. Zukünftige Entwicklungen - Patientenmobilität • Rat vom 7. Juni 2010: Politische Einigung zur Patientenrichtlinie • Trilog Rat/Europäisches Parlament/Kommission • Begleitende Diskussion in der Verwaltungskommission DG Employment, Social Affairs and Equal Opportunities 31
- 32. Zukünftige Entwicklungen - Renten-”Grünbuch” und der Anwendungsbereich der Verordnung 883/2004 • Renten-”Grünbuch” (Verabschiedung Anfang Juli 2010) • Fragen des Anwedungsbereiches der VO 883/2004 im Rentenbereich • Untersuchung neuer Trends im Rentenbereich und der Auswirkungen auf die Sozialrechtskoordinierung (vor allem hinsichtlich der 2. Säule Systeme) • Diskussion über die Ergebnisse einer Studie in der VK in 2011 DG Employment, Social Affairs and Equal Opportunities 32
- 33. 33
Notes de l'éditeur
- Shortly introduce yourself [what you do; your background, etc.] Working for the Unit dealing with Social security coordination and free movement of workers – social security coordination sector… Before starting with my presentation, I would like to express my deep condolences to Poland for the passing away of President Kaczyński, his wife and all those with them under such tragic circumstances . My colleagues from t he European Commission join me in the expression of sympathy and tribute.
- [Prepare a personal introduction. … Exciting time After 10 years of intensive negotiations the new harmonised rules on coordination will enter into force on … … ] First, we will look at the more general picture of the modernisation of the coordination rules to understand better the changes in the [insert the topic of the seminar] sector. Then, provide an update on recent and and future developments. The first part of the presentation will end with a brief overview of the Commission’s newly-developed information tools . In the second part of the presentation , we will look at the specific changes in the [insert the topic of the seminar] field.
- Key themes of the modernisation: Updating so rules correspond with current social practices (eg. Provision for child-raising periods) – this is self-explanatory. The Regulations have been modernised to take account of social developments in the law of the Member States – so for examples, the inclusion of art. 44 of the new IR to allow the coordination rules to take into account child-raising periods. Simplification (eg. Personal scope) - Simplification was one of the motors of the modernisation project. The Regulations remain complex, but we can point out certain significant simplifications, such as the simplification of the personal scope to “all persons who are or have been subject to the legislation of one or more Member States” in art. 3 of Regulation 883/04. Some examples of simplification: One single definition in Article 2 setting out the personal scope of the Regulation (old Annex 1 deleted) – applies to all EU nationals Common principles grouped together in Title I and no longer repeated for specific risks (Articles 5 and 6 – Assimilation of facts and Aggregation of periods) One set of provisions on applicable legislation Improved protection of rights (eg. – improved information and assistance to citizens– Articles 2 & 3(1) IR ). The new Regulations provide better protection for citizen’s rights. Of particular significance is the new Article 3(1) IR for the provision of information to citizens to enable them to assert their rights under the Regulations. This has to be read in conjunction with Article 2(1) IR. It sets out the standards that institutions should achieve: in particular, the requirement that exchanges with citizens shall be based on principles of efficiency, active assistance and rapid delivery. These principles were of great importance to the EP. Some examples: New rules to make a person provisionally subject to legislation of one Member State where disagreement between institutions (Article 6 IR) Personal scope widened by including also non-active persons (Article 2 BR) Equal Treatment principle extended by Article 5 BR (assimilation of facts) Clarification – incorporation of ECJ case-law in a range of areas. Over the last decades the Court has issued a number of rulings in the social security field. The Regulations have incorporated the case-law of the Court of Justice of the EU. So, for example, the principle of assimilation of facts and events as developed by the Court is now incorporated into Article 5 of Regulation 883/2004. For example: C-55/00 G ottardo – see Article 4 BR C-290/00 Duchon – see Article 5 BR C-368/98 Vanbraeckel – see Article 26(7) NIR C-178/97 Banks – see Articles 5(1) and Article 6(3) NIR Strengthened and Streamlined institutional procedures (Art. 4 IR – electronic data exchange). This underlines all of the modernisation project. The aim of the modernised Regulations is to put in place more efficient procedures: improved reimbursement procedures; strengthened cooperation; faster exchange of information. This introduction of the electronic exchange of social security information (EESSI) is a central part of this. A team of colleagues in the EC, together with the national experts selected by the national institutions, are working to make EESSI project a success.
- Strengthening of “lex loci laboris” principle Economically active people subject to legislation of MS of work Activity as employed or self-employed person Art. 1(a) and (b) BR: any activity or equivalent situation treated as such for the purpose of social security legislation of the MS in which such activity or equivalent situation exists Exceptions: Civil servants: legislation of MS to which administration which employs him is subject Non-active people (e.g. retired): subject to legislation of MS of residence Unemployed persons frontier worker (who receives unemployment benefit in that state): subject to legislation of MS of residence
- If there is not substantial part of activities in the MS of residence – the legislation of the MS where the employer has registered office or place of business applies.
- in the future: only if substantive activity
- Third country nationals: The Commission’s proposal (COM(2007)439), which aimed at extending the provisions of Regulations 883/2004 and Implementing Regulation 987/2009 to third country nationals who are not yet covered by these provision solely on the ground of their nationality, did not achieve agreement within the Council in 2009. Discussions on the proposals continues in 2010. For the time being, the Regulations 1408/71 and 574/72 (respectively Reg. 859/2003) will therefore apply for third country nationals legally residing in the EU and being in cross-border situation. ES Presidency aims to adopt the Common stand point of the Council at the meeting of 7 June (remark: no more derogation for family benefits in DE and AT) 2 nd reading expected in autumn 2010 Remark: DK is not taking part in this instrument according to the specific protocol; IE has opted in; UK has not excercised to opt-in Association Council Decisions: Proposals for Decisions of the respective Association Council with regard to the implementation of the provisions in the field of social security as contained in the agreements with Marocco, Tunesia, Algeria, Israel, FYROM and Croatia With QMV we could foresee to have agreement on 7 June
- As the illustration shows, the EU Coordination Regulations are living instruments . They started as Regulations 3 and 4 of the European Coal and Steel Community in 1959 and were then replaced with Regulations 1408/71 and 574/72 in 1972. The Regulations have not stood still – they have gradually evolved through a series of amendments. The legislative process on the new Regulations 883/2004 and 987/2009 started back in 1998 when the Commission presented a proposal to simplify and modernise Regulation 1408/71. On 29 April 2004, the EP and the Council agreed on a complete review of the coordination system by adopting Regulation (EC) 883/2004, which entered into force on 20 May 2004. However, it shall apply from the date of entry into force of the implementing Regulation (EC) 987/2009 – 1 May 2010 = the date of the entry into force of this legislative package (883/2004, as amended by Regulation 988/2009, and implemented by Regulation 987/2009). In the meantime, 12 new member states accessed the EU. Although one Regulation is called “Basic Reg.” (883) and the other “Implementing Reg.” (987), both Regulations have equal value. Cannot apply one without the other. [If asked: in case of a conflict of the wording of the two Regulations, such as on the electronic data exchange, the more recent Regulation 987 prevails.] Unlike the relation between existing Regs 1408/71 and 574 where 1408 set up the basic principles and 574 serves rather as a user manual on how to apply 1408, the situation with the new Regulations is slightly different. Due to a long legislative process and 5 years delay between finalising of the basic regulation and implementing regulation, some new important principles have been introduced into the Implementing Reg. When applied in practice, it is therefore important to consult the relevant provisions in both Regulations and keep in mind that they have the same legal value and need to be applied in conjunction. Based on the same fundamental principles which have been working for the past 50 years, the modernised coordination rules focus on making the system work more efficiently and on better information for citizens. However, as we work with constantly evolving instruments, we expect the Regulations to keep on growing . The objective of the EU social security coordination can be achieved only if the EU coodination provisions are well adjusted and in coherence with the economic and social developments in the national social security legislation it aims to coordinate. Other legal instruments are related to the co-ordination system such as international agreements concluded by the EU. Regulation 883/2004 which replaces Reg 1408/71 Reg 987/2009 replaces Reg 574/72 Pending Proposal for a Regulation replacing Reg 859/2003 extending the provisions of Regulation 883/04 to nationals third country nationals
- A redesigned, improved and updated website: – as from 1 May 2010 Other languages will be available later in May. Structure of the website follows structure of the Regulations. User-friendly language. Links with TRESS, Direct Europe, EURES, EHIC, ... Part of the website is dedicated to specialised information for the institutions and will contain: Legislation Other official documents (e.g. AC decisions and other agreements) General presentation of portable documents General presentation on EESSI Information about support tools (e.g. call for proposals; trESS network)
- Access to national information page: By the end of 2010, a new updated version will be available (to be updated by MISSOC). Links to national websites
- Dissemination of information is one of the most important challenges for the success of modernised coordination. The wider public, but also the national or regional administrations applying the EU coordination rules have to receive the necessary information for their correct national implementation. First time in 2010, the European Commission has published a call for proposals to financially support transnational actions: promoting the administrative exchange of social security information among Member States, with a view to assisting them in their implementation of Regulations (EC) No 883/2004 and 987/2009; promoting transnational cooperation between institutions dealing with social security, exchanges of experience, dissemination of best practices and training initiatives developed at the national level; raising awareness and providing a better service to the public; improving citizens' knowledge on their rights, on free movement and on the coordination of social security schemes. In 2010, deadline for submitting proposals is: 17/05/2010 The call will be again published in 2011.
- EESSI implementation - as regards the exchange of information between institutions, there is a transitional period of 24 months, within which the Member States may prepare themselves for the electronic exchange of social security information. This period will begin when the new Regulations enter into force and thus will end on 30 April 2012. Decision on transitional period for EESSI (Decision E1) Para 1 of Decision E1: “Guiding principle shall be good cooperation between institutions, pragmatism and flexibility.” Safeguarding of citizen’s rights No « Big Bang » Phasing in sector-by-sector (as becoming EESSI-enabled via Access Point(s)) Member State may also choose to join EESSI only when all sectors are enabled Principle of no “mix and match” Exchange between Member States during TP: either inside or outside of EESSI No « Mix and Match »: only EESSI enabled sectors can exchange information via EESSI Without prejudice to bilateral arrangements (e.g. joint testing, training, etc.)
- What lies ahead? Training Experiencing Adapting Making new system work to the citizen's benefit