Problemy transakcji offsetowych

• Autorzy: Ewa Baranowska-Prokop
• Języki publikacji: PL

Abstrakty

Ukazano istotę i genezę transakcji offsetowych oraz dokonano przeglądu najczęściej przywoływanych w literaturze definicji offsetu oraz ich podziału na typy i kategorie. Przedstawiono offset w ujęciu teorii kosztów transakcyjnych, a także zanalizowano koszty offsetu dla sprzedającego. Zbadano zależności między niedoskonałością rynku a transakcjami offsetowymi. Omówiono strategie cenowe stosowane przez offsetodawcę i offsetobiorcę zwracając szczególną uwagę na stosowanie przez sprzedawcę praktyk dyskryminacji cenowej. Zaprezentowano ramy analizy modelowej optymalnego wyboru strategii offsetowych oraz praktyki offsetowe w wybranych państwach.

Słowa kluczowe

PL

Handel międzynarodowy; Transakcje wiązane; Wymiana handlowa; Strategia cen; Infrastruktura obronna; Przemysł obronny; Przegląd literatury

EN

International trade; Tie-in transaction; Trade exchange; Pricing strategies; Defense infrastructure; Defense industry; Literature review

• Czasopismo: Monografie i Opracowania / Szkoła Główna Handlowa
• Rocznik: 2009
• Numer: nr 567
• Strony: 289

Twórcy

autor

Ewa Baranowska-Prokop

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• Akty prawne
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• Code of Conduct on Offsets, European Defence Agency, Bruksela, 24.10.2008, http://www.eda.europa.eu/ofFsets/.
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• Defense Production Act Amendment, Public Law 102-558 by the 102nd Congress at the United States, 1992.
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• Rozporządzenie Rady Ministrów z dnia 17 września 1999 r. w sprawie wykazu, spółek, przedsiębiorstw państwowych i jednostek badawczo-rozwojowych prowadzących działalność na potrzeby obronności i bezpieczeństwa państwa (Dz.U. nr 95, poz. 1102 ze zm.).
• Rozporządzenie Rady Ministrów z dnia 1 sierpnia 2000 r. w sprawie szczegółowych zasad zaliczania zobowiązań offsetowych zagranicznego dostawcy uzbrojenia lub sprzętu wojskowego na poczet wartości umowy offsetowej i wielkości mnożników dla zobowiązań offsetowych bezpośrednich i pośrednich (Dz.U. nr 66, poz. 792).
• Rozporządzenie Rady Ministrów z dnia 1 sierpnia 2000 r. w sprawie regulaminu organizacyjnego Komitetu do Spraw Umów Offsetowych (Dz.U. nr 66, poz. 793 ze zm.).
• Rozporządzenie Rady Ministrów z dnia 1 lutego 2002 r. w sprawie wykazu przedsiębiorców o szczególnym znaczeniu gospodarczo-obronnym (Dz.U. nr 13, poz. 122 ze zm.).
• Rozporządzenie Rady Ministrów z dnia 2 lipca 2002 r. w sprawie szczegółowych zasad zaliczania zobowiązań offsetowych zagranicznego dostawcy uzbrojenia lub sprzętu wojskowego na poczet wartości umowy offsetowej (Dz.U. nr 100, poz. 907).
• Rozporządzenie Rady Ministrów z dnia 20 sierpnia 2004 r. w sprawie wykazu przedsiębiorców o szczególnym znaczeniu gospodarczo-obronnym (Dz.U. nr 192, poz. 1965).
• Rozporządzenie Rady Ministrów z dnia 18 maja 2007 r. w sprawie szczegółowych zasad zaliczania zobowiązań offsetowych zagranicznego dostawcy uzbrojenia lub sprzętu wojskowego na poczet wartości umowy offsetowej (Dz.U. nr 91, poz. 612).
• Rozporządzenie Rady Ministrów z dnia 24 sierpnia 2007 r. w sprawie regulaminu organizacyjnego Komitetu do Spraw Umów Offsetowych (Dz.U. nr 158, poz. 1107).
• Rozporządzenie Rady Ministrów z dnia 9 listopada 2007 r. w sprawie wykazu przedsiębiorców o szczególnym znaczeniu gospodarczo-obronnym (Dz.U. nr 214, poz. 1571).
• Rozporządzenie Ministra Obrony Narodowej z dnia 13 grudnia 2007 r. w sprawie wykazy uzbrojenia i sprzętu wojskowego, którego zakup jest objęty obowiązkiem zawarcia umowy offsetowej (Dz.U. nr 242, poz. 1775).
• Ustawa z dnia 22 stycznia 1999 r. o ochronie informacji niejawnych (Dz.U. z 2005 nr 196, poz. 1631 ze zm.).
• Ustawa z dnia 10 września 1999 r. o niektórych umowach kompensacyjnych zawieranych w związku z umowami dostaw na potrzeby obronności i bezpieczeństwa państwa (Dz.U. nr 80, poz. 903 ze zm.).
• Ustawa z dnia 7 października 1999 r. o wspieraniu restrukturyzacji przemysłowego potencjału obronnego i modernizacji technicznej Sił Zbrojnych Rzeczpospolitej Polskiej (Dz.U. nr 83, poz. 932 ze zm.).
• Ustawa z dnia 22 czerwca 2001 r. o wykonywaniu działalności gospodarczej w zakresie wytwarzania i obrotu materiałami wybuchowymi, bronią, amunicją oraz wyrobami i technologią o przeznaczeniu wojskowym lub policyjnym (Dz.U. nr 67, poz. 679 ze zm.).
• Ustawa z 23 sierpnia 2001 r. o organizowaniu zadań na rzecz obronności państwa realizowanych przez przedsiębiorców (Dz.U. nr 122, poz. 1320 ze zm.).
• Ustawa z dnia 6 września 2001 r. o dostępie do informacji publicznej (Dz.U. nr 112, poz. 1198 ze zm.).
• Ustawa z dnia 7 czerwca 2002 r. o zmianie ustawy o niektórych umowach kompensacyjnych zawieranych w związku z umowami dostaw na potrzeby obronności i bezpieczeństwa państwa (Dz.U. nr 81, poz. 733).
• Ustawa z dnia 23 listopada 2002 r. o zmianie ustawy o wspieraniu restrukturyzacji przemysłowego potencjału obronnego i modernizacji technicznej Sił Zbrojnych Rzeczpospolitej Polskiej (Dz.U. nr 240, poz. 2053).
• Ustawa z dnia 29 stycznia 2004 r. - Prawo zamówień publicznych (Dz.U. z 2007 r. nr 223, poz. 1655 ze zm.), a przed dniem 2 marca 2004 r. ustawa z dnia 10 czerwca 1994 r. o zamówieniach publicznych (Dz.U. z 1998 r. nr 119, poz. 773 ze zm.).
• Ustawa z dnia 2 lipca 2004 r. o swobodzie działalności gospodarczej (Dz.U. z 2007 r. nr 155 poz. 1095 ze zm.), a poprzednio ustawa z dnia 19 listopada 1999 r. - Prawo działalności gospodarczej (Dz.U. nr 101, poz. 1178 ze zm.).
• Ustawa z dnia 8 grudnia 2006 r. o zmianie ustawy o niektórych umowach kompensacyjnych zawieranych w związku z umowami dostaw na potrzeby obronności i bezpieczeństwa państwa (Dz.U. nr 251, poz. 1845).