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Legal aspects of administration of allowances for European Union agents and officers. What happens behind the curtains of the payroll process?

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Abstract

Administering allowances payable to European Union agents and officers is not a simple matter of reviewing requests, information and documentation provided by the potential beneficiaries of such allowances. It is actually a complex internal process, which requires from the administrators a thorough knowledge of the legal contexts that are specifically applicable and of a number of general principles governing European Union law. This expertise, accompanied by a clear and consistent approach regarding how to deal with actual cases can limit the number of mistakes made in final payments and thus reduce the risk of generating disputes with officials.

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Notes

  1. Case F-28/13 Lopez Cejudo, ECLI:EU:F:2014:55.

  2. Annex IV Allowance under Articles 41 and 50 of the Staff Regulations; Annex VII - and in any implementing regulations Article 110.

  3. For example EUSR Annex VII, Article 3, paragraph 1 foresee the need to approve rules fixed by common accord for the education related allowances.

  4. This according to the principle of autonomy as an employer recognised by Articles 13(2) of the Consolidated Version of the Treaty on European Union [2008] OJ C115/13 and Article 298 of the Consolidated versions of the Treaty on European Union and the Treaty on the Functioning of the European Union (TFEU) [2016] OJ C202/1.

  5. Spouses, registered partners, children or those who are assimilated to a dependent via the specific procedure set in place by each institution.

  6. See inter alia Case T-34/96 Connolly EU:T:1999:102 and Case F-128/12 CR EU:F:2014:38; and Case Neumann and Neumann-Schölles T-68/97 [1999] ECR-SC I-A-193 and II-1005.

  7. Case F-28/13 Lopez Cejudo ECLI:EU:F:2014:55 and Case F-100/07 Tsirimiagos EU:F:2009:21 and Case T-195/03 Thommes EU:T:2005:344.

  8. [2016] OJ C202/1.

  9. See inter alia Case T-58/05 Centeno Mediavilla and Others, EU:T:2007:218 and Case F-61/05 Dalmasso, EU:F:2008:47, Case F-145/07 Bosman, EU:F:2008:149.

  10. Seneca, Moral Essays: Volume III.

  11. Case F-84/10 Efstratios Chatzidoukakis, ECLI:EU:F:2012:73.

  12. Case C-106/76 Gelders-Deboeck, ECLI:EU:C:1977:151; C-14/77 Emer-van den Branden, ECLI:EU: C:1977:153; C-135/06 P Weißenfels, ECLI:EU:F:2012:73; Case T-117/89 Sens, ECLI:EU:T:1990:30; Case T-147/95 Pavan, ECLI:EU:T:1996:81; Case F-62/06 Guarneri, ECLI:EU:F:2007:24.

  13. Case F 42/14 EH, ECLI:EU:F:2014:250.

  14. See Case F-44/13 Michel, EU:F:2014:40.

  15. Case C-298/93 P Klinke v Court of Justice [1994] ECR I-3009, paragraph 38; Case T-133/89 Burban v Parliament [1990] ECR II-245, paragraph 27; and Joined Cases T-114/98 and T-115/98 Rodríguez Pérez and Others v Commission [1999] ECR-SC I-A-97 and II-529, paragraph 32).

  16. Case Berghmans, 142/78, EU:C:1979:233; Case F 18/08 Ritto, EU:F:2008:110; Case 252/78 Broe, EU:C:1979:186; Case T 205/01 Ronsse, EU:T:2002:269; Case T 195/03 Thommes, EU:T:2005:344; Case F 72/12 Roulet, EU:F:2008:110.

  17. Case T 324/04 F, EU:T:2007:140; Case 44/74, 46/74 and 49/74 Acton and Others, EU:C:1975:42; Case T-107/92 White, EU:T:1994:17; Case T-205/01 Ronsse, EU:T:2002:269.

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  1. Benefits and Payments Division, European Investment Bank, 6 Rue Knaeppchen, 8234, Mamer, Luxembourg

    Helga Serboni

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  1. Helga Serboni
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Correspondence to Helga Serboni.

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Serboni, H. Legal aspects of administration of allowances for European Union agents and officers. What happens behind the curtains of the payroll process?. ERA Forum 22, 475–486 (2021). https://doi.org/10.1007/s12027-021-00673-7

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