EU Postal Legislation
Introduction
The purpose of Community policy in the postal sector is to complete the
internal market for postal services and to ensure, through an appropriate
regulatory framework, that efficient, reliable and good-quality postal services
are available throughout the European Union to all its citizens at affordable
prices. The importance of postal services both for the economic prosperity and
social well-being and cohesion of the EU make this a priority area for Community
action.
Objectives of Community Postal Policy Framework

To achieve this broad purpose a number of specific objectives for action at
Community level have been identified:
- To define at Community level a universal postal service, conceived as a
right of access to postal services for users, encompassing a minimum range
of services of specified quality which must be provided in all Member States
at affordable prices for the benefit of all users, irrespective of their
geographical location
- To set a common maximum limit to the extent of the postal reserved areas
which each Member State may grant to its provider(s) of the universal
service, in order to ensure the economic and financial viability of the
provision of the universal service
- To develop a process of gradual and controlled market opening to
competition while giving the Member States means to ensure that the
provision of universal service is guaranteed on a lasting basis
- To improve the quality of postal services by setting at Community level
common quality of service standards for intra-Community cross-border mail
and ensuring that standards for national mail are set and publicised (in
line with those intra-Community standards), and that performance results are
published
- To establish the principle that tariffs should be related to costs and
to ensure that the financing of the provision of universal service is
carried out in a transparent manner compatible with Community law
- To encourage harmonisation of technical standards, taking users'
interests into account
- To ensure that fair conditions of competition exist outside the reserved
sector
- To encourage and assist the postal sector to adapt rapidly and
effectively to technological progress and changes in demand
- To ensure that the needs of users, the interests of employees and the
general importance of the postal sector for the economic, cultural and
social development and cohesion of the Community (including the special
difficulties encountered by remote regions) are taken into account when
regulating the sector
- To co-ordinate the development of postal policy with other Community
policies and to ensure a consistent approach to overlapping issues
- To adopt an approach to international postal traffic (in particular in
relation to the
EFTA countries and the countries of Central and Eastern Europe,
particularly in the light of the EU enlargement) which is consistent with
the above objectives and reflects the same priorities, in co-operation with
third countries and international bodies
Directive 97/67/EC

The above mentioned Community objectives for postal services have been
implemented in Community law through a Framework Postal Directive which
established a complete regulatory framework for European postal services.
Directive 97/67/EC of the European Parliament and of the Council of 15
December 1997 on common rules for the development of the internal market of
Community postal services and the improvement of quality of service.
Inter alia, the Postal Directive:
- defines the minimum characteristics of the universal service to be
guaranteed by each Member State (on its territory);
- sets common limits for reserved services which may be reserved for the
universal service provider(s) in each Member States and a timetable for
further gradual and controlled liberalisation; lays down the principles to
govern the authorisation/licensing of non-reserved services;
- defines the tariff principles applicable to the universal service as well
as the transparency of the accounts of the universal service providers;
- governs the setting of quality of service standards for national and
intra-Community cross-border services and envisages that Member States will
do the same at national level;
- confirms the mechanisms to encourage technical harmonisation in the postal
sector (see CEN activities described below);
- deals with the consultation of interested parties;
- requires the creation of national regulatory authorities independent of
the postal operators.
Directive 2002/39/EC

On 10 June 2002, the European Parliament and the Council formally adopted the
Postal Directive
2002/39/EC, which amends the initial Postal Directive (97/67/EC) by defining
further steps in the process of gradual and controlled market opening and
further limiting the service sectors that can be reserved.
According to the Directive, Member States must exempt from competition items of
correspondence:
weighing less than 100 gr and costing less than three times the
basic tariff as from 1 January 2003
(i.e. an estimated 9 % market opening to competition);
weighing less than 50 gr and costing less than two-and-a-half times
the basic tariff as from 1 January 2006
(i.e. an estimated additional 7 % market opening to competition).
Furthermore, all outgoing cross-border mail is open to competition since 1
January 2003 (i.e. an additional estimated 3 % market opening to competition),
although exceptions will be possible where these are necessary to maintain the
universal service - for example if revenue from cross-border mail is necessary
to finance the domestic universal service - or where the national postal service
in a given Member State has particular characteristics.
Finally, the Directive sets 1 January 2009 as a possible date for the full
accomplishment of the Internal Market for postal services, to be confirmed (or
changed) by co-decision procedure: in other words with the agreement of both the
European Parliament and the Council. The Directive envisages that the Commission
will present a proposal based on a study assessing, for each Member State, the
impact on universal service of further opening up of the postal market.
In the meantime, the Commission will keep the European Parliament and the
Council informed about the development of the Internal Market for postal
services. In practical terms, the new Directive requires the Commission to
submit regularly, (every two years), a report on the application of the Postal
Directive including the appropriate information about developments in the sector
- particularly economic, social, employment and technological aspects - as well
as about the quality of service.
Directive 2008/6/EC
On 20 February, the European Parliament and the Council formally adopted the Directive
2008/06/EC, which amends the initial Postal Directive (97/67/EC) as amended by Directive
2002/39/EC by defining 2010, and for some Member States 2012, as a final step in the process of gradual market opening.
According to the Directive, Member States must abolish any remaining reserved areas by 2010, with the possibility for some Member States to postpone full market opening by two further years as a maximum. A temporary reciprocity may apply to those Member States that make use of the transitional period.
In the meantime, the Commission will actively assist Member States in transposing the new Postal Directive, while at the same time closely monitoring the market and regulatory developments in the postal sector in order to safeguard the objectives of the EU postal policy. To this end, the Commission will also prepare its 4th Application Report by the end of 2008 to keep the European Parliament and the Council informed about the latest developments in the sector.
Legislative and regulatory timetable for market
opening process

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