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Samhalls kärnuppdrag som en tjänst av allmänt ekonomiskt intresse?

Sjögren, Henrik LU (2013) JURM02 20132
Department of Law
Abstract (Swedish)
Samhall har utfört sitt kärnuppdrag, att utveckla och rehabilitera personer med funktionshinder, sedan innan Sverige gick med i EU, och det är inte förvånade att det finns frågetecken kring hur den merkostnadsersättning företaget erhåller förhåller sig till EU:s statsstödsregler. De EU-rättsliga kraven på stöd som medlemsstaterna utger har vidare utvecklats och preciserats under de senaste åren, speciellt genom det regelpaktet för stöd till tjänster av allmänt ekonomiskt intresse som kommissionen antog under 2011 och 2012. Hur Samhalls kärnuppdrag och merkostnadsersättning förhåller sig till begreppet tjänster av allmänt ekonomiskt intresse och de regelverk som växt fram rörande dessa tjänster är en mycket intressant fråga, och att besvara... (More)
Samhall har utfört sitt kärnuppdrag, att utveckla och rehabilitera personer med funktionshinder, sedan innan Sverige gick med i EU, och det är inte förvånade att det finns frågetecken kring hur den merkostnadsersättning företaget erhåller förhåller sig till EU:s statsstödsregler. De EU-rättsliga kraven på stöd som medlemsstaterna utger har vidare utvecklats och preciserats under de senaste åren, speciellt genom det regelpaktet för stöd till tjänster av allmänt ekonomiskt intresse som kommissionen antog under 2011 och 2012. Hur Samhalls kärnuppdrag och merkostnadsersättning förhåller sig till begreppet tjänster av allmänt ekonomiskt intresse och de regelverk som växt fram rörande dessa tjänster är en mycket intressant fråga, och att besvara denna är syftet med denna uppsats.

Att Samhalls kärnuppdrag kan klassificeras som en tjänst av allmänt ekonomiskt intresse går med stor säkerhet att fastställa. Mer specifikt faller Samhalls verksamhet in i undergruppen sociala tjänster av allmänt ekonomiskt intresse. Kommissionen har anfört att dessa tjänster bland annat inkluderar verksamhet som syftar till att utsatta grupper integreras i samhället och på arbetsmarknaden, något som stämmer väl överens med Samhalls verksamhetssyfte. Två centrala villkor för att en tjänst ska kunna klassificeras som av ”allmänt intresse” är att tjänsten har särskilda karaktärsdrag jämfört med annan ekonomisk verksamhet, samt att marknaden inte själv kan tillhandahålla tjänsten. Båda dessa villkor är uppfyllda i Samhalls fall.
Genom sin mycket viktiga dom i Altmark har EU-domstolen fastställt fyra kriterier som ska vara uppfyllda för att ersättning till en tjänst av allmänt ekonomiskt intresse enbart är att betrakta som ersättning för utförandet av en tjänst och inte utgör statligt stöd. Med utgångspunkt i dessa kriterier har kommissionen antagit ett beslut samt publicerat rambestämmelser som anger de villkor under vilka ersättning som ej uppfyller alla kriteriet i Altmark kan anses förenligt med statsstödsreglerna. I dagsläget kan det konstateras att Samhall inte till fullo uppfyller något av de regelverk som existerar rörande finansering av tjänster av allmänt ekonomiskt intresse. Det största problemet är att Samhall i sin redovisning inte redogör för de kostnader och intäkter som är hänförliga till kärnuppdraget. Kan Samhall i framtiden redovisa detta skulle dock den merkostnadsersättning Samhall erhåller från staten kunna anses vara förenlig med EU:s statsstödsregler (Less)
Abstract
Samhall has been carrying out its main assignment to provide development opportunities for and rehabilitate people with disabilities since before Sweden became a member of the EU. With that in mind it is hardly surprising that there are questions as to whether the aid that Samhall receives for carrying out this assignment complies with the EU state aid laws. In recent years the concept services of general economic interest have emerged as a fundamental part of the EU, and as a new way for member states to organize and finance services they consider are of special importance to their citizens. This essay aims to shed light on whether the main assignment of Samhall can be designated as a service of general economic interest, and if so, what... (More)
Samhall has been carrying out its main assignment to provide development opportunities for and rehabilitate people with disabilities since before Sweden became a member of the EU. With that in mind it is hardly surprising that there are questions as to whether the aid that Samhall receives for carrying out this assignment complies with the EU state aid laws. In recent years the concept services of general economic interest have emerged as a fundamental part of the EU, and as a new way for member states to organize and finance services they consider are of special importance to their citizens. This essay aims to shed light on whether the main assignment of Samhall can be designated as a service of general economic interest, and if so, what consequence such a designation will have on the aid Samhall receives from the government.

After an examination its seems to be clear that Samhall can be regarded as a social service of general economic interest, a subgroup to services of general economic interest. According to the commission social services of general economic interest include services which aim to integrate vulnerable groups into society and into the labor market, which is well in line with the purpose of Samhalls main assignment. Two major conditions for the classification as a service of “general interest” is (1) that the service has specific characteristics compared to other economic activities and (2) that the services cannot be provided by the market. The operations of Samhall meet both these conditions.

With its pivotal judgment in Altmark, the ECJ has clarified four conditions which need to be med if aid to services of general economic interest is to be regarded as compensation for a service, and fall outside the scope of the state aid rules. The commission built upon these conditions when it published a Decision and a Framework which clarifies under what conditions state aid may be deemed compatible with the state aid rules.

The aid Samhall receives was not designed with any of these rules in mind and the aid does not fulfil all requirements necessary to be deemed compatible with the state aid rules, the main problem being that Samhall does not monitor the income and the costs related to its main assignment. However, if Samhall would make some changes, most notably in its accounting, the aid Samhall receives from the state might be deemed compatible with EU:s state aid rules. (Less)
Please use this url to cite or link to this publication:
author
Sjögren, Henrik LU
supervisor
organization
alternative title
Samhall as a Service of General Economic Interest?
course
JURM02 20132
year
type
H3 - Professional qualifications (4 Years - )
subject
keywords
EU-rätt, EU LAW, tjänster av allmänt ekonomiskt intresse, Services of General Economic Interest
language
Swedish
id
4230913
date added to LUP
2014-01-27 08:47:54
date last changed
2014-01-27 08:47:54
@misc{4230913,
  abstract     = {Samhall has been carrying out its main assignment to provide development opportunities for and rehabilitate people with disabilities since before Sweden became a member of the EU. With that in mind it is hardly surprising that there are questions as to whether the aid that Samhall receives for carrying out this assignment complies with the EU state aid laws. In recent years the concept services of general economic interest have emerged as a fundamental part of the EU, and as a new way for member states to organize and finance services they consider are of special importance to their citizens. This essay aims to shed light on whether the main assignment of Samhall can be designated as a service of general economic interest, and if so, what consequence such a designation will have on the aid Samhall receives from the government. 

After an examination its seems to be clear that Samhall can be regarded as a social service of general economic interest, a subgroup to services of general economic interest. According to the commission social services of general economic interest include services which aim to integrate vulnerable groups into society and into the labor market, which is well in line with the purpose of Samhalls main assignment. Two major conditions for the classification as a service of “general interest” is (1) that the service has specific characteristics compared to other economic activities and (2) that the services cannot be provided by the market. The operations of Samhall meet both these conditions.

With its pivotal judgment in Altmark, the ECJ has clarified four conditions which need to be med if aid to services of general economic interest is to be regarded as compensation for a service, and fall outside the scope of the state aid rules. The commission built upon these conditions when it published a Decision and a Framework which clarifies under what conditions state aid may be deemed compatible with the state aid rules.

The aid Samhall receives was not designed with any of these rules in mind and the aid does not fulfil all requirements necessary to be deemed compatible with the state aid rules, the main problem being that Samhall does not monitor the income and the costs related to its main assignment. However, if Samhall would make some changes, most notably in its accounting, the aid Samhall receives from the state might be deemed compatible with EU:s state aid rules.},
  author       = {Sjögren, Henrik},
  keyword      = {EU-rätt,EU LAW,tjänster av allmänt ekonomiskt intresse,Services of General Economic Interest},
  language     = {swe},
  note         = {Student Paper},
  title        = {Samhalls kärnuppdrag som en tjänst av allmänt ekonomiskt intresse?},
  year         = {2013},
}