QUALITY REPORT ESSPROS CORE SYSTEM MEMBER STATE:

Transcription

1 QUALITY REPORT ESSPROS CORE SYSTEM (according to Commission Regulation (EC) No 1322/2007 of 12 November 2007, published in OJ L294, , p.5) MEMBER STATE: Portugal REFERENCE YEAR: 2010

2 1. Accuracy and Reliability / Geographical coverage 1.1 Coverage of data source*- (part 1) Name of data source National Health Service - Serviço Nacional de Saúde (SNS e SRS) National Institute for Medical Emergencies - Instituto Nacional de Emergência Médica (INEM) Reduction in Rates of Transport - Redução de Tarifas (Rodoviária de Lisboa) Institute of Employment and Vocational Training - Instituto do Emprego e Formação Profissional (IEFP) Accidents at Work - Acidentes de Trabalho and Pension Funds - Fundos de Pensões (Instituto de Seguros de Portugal - ISP) Central Administration - Administração Central and Local Administration - Administração Local (Contas Nacionais National Accounts) Health Assistance for the Army and Paramilitary Forces - Assistência na Doença aos Militares e Paramilitares (ADMP) Type of data source used (1) (see regulation point ) Frequency of the data source in months (2) (see regulation point ) Time lag in months (2)(3) (see regulation point ) Administrative data 12 months 17 months 2 Administrative data 12 months 11 months 4 Administrative data 12 months 10 months 7 Administrative data 12 months 12 months 9 Administrative data 12 months 13 months 13 and 59 National accounts 12 months 16 months 15 and 17 Administrative data 12 months 14 months 16 Schemes covered (please indicate which scheme numbers are covered by this data source) (see regulation point ) Quality Report ESSPROS core system Page 2 of 13

3 Civil Service Health Care System - Assistência na Doença aos Servidores do Estado (ADSE) Services of Medical Assistance - Serviços de Assistência Médico Social (SAMS) Mutualists - Associações de Socorros Mútuos (ASM) Benefits paid directly by the employer Prestações Directas da Entidade Patronal (Portugal Telecom - PT); (Correios de Portugal - CTT); (Companhia Carris de Ferro de Lisboa Carris); (Caminhos de Ferro Portugueses - CP); (Imprensa Nacional Casa da Moeda - INCM); (Gabinete de Estratégia e Planeamento GEP/MTSS) Social services (Public servants) - Serviços Sociais (Ministérios, PSP, GNR, CGD, IASFA, PL) Welfare System of Ministry of Finance - Cofre de Previdência do Ministério das Finanças Association of the Disabled of the Armed Forces - Associação dos Deficientes das Forças Armadas (ADFA) Lisbon Holy House of Mercy - Santa Casa da Misericórdia de Lisboa (SCML) Charities - Instituições Particulares de Solidariedade Social (IPSS; IGFSS) Administrative data 12 months 11 months 22 Administrative data 12 months 12 meses 32 Survey 12 months 17 months 42 Administrative data 12 months 17 months 43 Administrative data 12 months 16 months 44 Administrative data 12 months 11 months 45 Administrative data 12 months 14 months 55 Administrative data 12 months 13 months 56 Estimative 12 months 14 months 57 Quality Report ESSPROS core system Page 3 of 13

4 Social Security Welfare and Social Protection System - Sistemas Previdencial e de Protecção Social da Segurança Social (Instituto de Gestão Financeira da Segurança Social - IGFSS) Public Capitalization System - Regime Público de Capitalização (Instituto de Gestão de Fundos - IGFCSS) Civil Service Retirement System - Caixa Geral de Aposentações (CGA) Administrative data 12 months 14 months 63 Administrative data 12 months 11 months 64 Administrative data 12 months 11 months 65 * Please be exhaustive by mentioning all schemes. 1. Please specify: "Administrative data", "Register based data", "National Accounts", "Survey", "Census", "Other". For category "Other", please specify the type. 2. Please specify: "3 months", "6 months", or "12 months" or etc. 3. The time lag is the period between reference year (31st of December of reference year) and the moment in which data sources are available. 1.1 Coverage of data sources (part 2) please note that part 1 and part 2 is in fact one table and have only been separated to facilitate the completion of the table Name of data source (Please indicate the same data sources as in table 1.1 part 1) National Health Service - Serviço Nacional de Saúde (SNS e SRS) National Institute for Medical Emergencies - Instituto Nacional de Emergência Médica (INEM) Reduction in Rates of Transport - Redução de Tarifas (Rodoviária de Lisboa) Institute of Employment and Vocational Training - Instituto do Emprego e Formação Profissional (IEFP) Any additional information regarding this data source (i.e. reports on problems -including delays- which lead to estimation of data) (4) (see regulation point ) Geographical coverage (i.e. which parts of the country are covered by this data source) (5) Grande Lisboa. (see regulation point 1.2.1) Quality Report ESSPROS core system Page 4 of 13

5 Accidents at Work - Acidentes de Trabalho and Pension Funds - Fundos de Pensões (Instituto de Seguros de Portugal - ISP) Central Administration -Administração Central and Local Administration - Administração Local (Contas Nacionais National Accounts) Health Assistance for the Army and Paramilitary Forces - Assistência na Doença aos Militares e Paramilitares (ADMP) Civil Service Health Care System - Assistência na Doença aos Servidores do Estado (ADSE) Services of Medical Assistance - Serviços de Assistência Médico Social (SAMS) Mutualists - Associações de Socorros Mútuos (ASM) Benefits paid directly by the employer Prestações Directas da Entidade Patronal (Portugal Telecom - PT); (Correios de Portugal - CTT); (Companhia Carris de Ferro de Lisboa Carris); (Caminhos de Ferro Portugueses - CP); (Imprensa Nacional Casa da Moeda - INCM); (Gabinete de Estratégia e Planeamento GEP/MTSS) Social services (Public servants) - Serviços Sociais (Ministérios, PSP, GNR, CGD, IASFA, PL) Welfare System of Ministry of Finance - Cofre de Previdência do Ministério das Finanças Association of the Disabled of the Armed Forces - Associação dos Deficientes das Forças Armadas (ADFA) Lisbon Holy House of Mercy - Santa Casa da Misericórdia de Lisboa (SCML) Some expenditures accounts were estimated because the source information document usually prepared by the Ministry of Solidarity and Social Security (Relatório Único) is not available yet. Quality Report ESSPROS core system Page 5 of 13

6 Charities - Instituições Particulares de Solidariedade Social (IPSS; IGFSS) Social Security Welfare and Social Protection System - Sistemas Previdencial e de Protecção Social da Segurança Social (Instituto de Gestão Financeira da Segurança Social - IGFSS) Public Capitalization System - Regime Público de Capitalização (Instituto de Gestão de Fundos - IGFCSS) Civil Service Retirement System - Caixa Geral de Aposentações (CGA) Similarly to previous years, data was estimated using annual on transfers from Social Security to non-profit organizations. 4. Please fill in this column only in cases of: delays, data source containing estimations, incomplete coverage for some schemes. In cases of incomplete schemes, please specify the code of Expenditure, Receipts, and Benefits that are not covered. 5. Please indicate "Full coverage" if the data source covers the whole country. If the data source contains data for some regions only, please specify the region. 1.2 Where appropriate (e.g. if cross-sources are used), please indicate the benefits concerned by the different types of data sources (see regulation point ) Scheme concerned Benefit concerned Data sources cross-covering the benefits (please, specify at least two data sources) 1.3 Geographical comparability* (see regulation point 1.2.1) Degree of coverage in terms of schemes (6) (if there are cases of schemes only partially covered or schemes missed or not available) Degree of coverage in terms of receipts, expenditure and detailed benefits (if part of expenditures, receipts or detailed benefits are not available) Cases of non-application of the ESSPROS methodology in the form of a comprehensive list (whether there are cases (both schemes and benefits) of possible non-adherence with the ESSPROS methodology: provision from specific sources, for example, could imply the use of definitions and methodologies not in line with our Manual) * Please note that this table is referred to coverage and consistency with ESSPROS methodology of final figures. 6. If a scheme is completely missing in the final figures; please specify its number in the first column and in the second column specify "Missing". If only some expenditures, receipts or benefits of a certain scheme are missing in the final figures, please specify in the first column the number of the scheme and in the second column the codes of items that are missing. Quality Report ESSPROS core system Page 6 of 13

7 2. Methodologies and assumptions used in the estimates of statistics (see regulation point ) Scheme Estimates for schemes on which no data are available (7) (please explain methodologies used for all estimations) Estimates for missing receipts, expenditure and detailed benefits, if: (a) data are completely lacking 7 Estimation of receipts: Expenditures = Receipts The value of total receipts was allocated to the total of expenditures in account Estimation of receipts: Expenditures = Receipts The value of total receipts was allocated to the total of expenditures in account and 17 Estimation of receipts: Expenditures = Receipts Breakdown of total expenditure between accounts and Estimation of receipts: Expenditures = Receipts The value of total receipts was allocated to the total of expenditures in account Some data were estimated because the source information document usually prepared by the Ministry of Solidarity and Social Security (Relatório Único) is not available. The ESSPROS accounts were estimated by the increase rate of social payroll related liabilities between 2009 and 2010, as recorded in the IES Informação Empresarial Simplificada (in english, Simplified Business Information). The IES is a systematic procedure of electronic data collection of Estimated of receipts: Expenditures = Receipts Breakdown of total expenditure between accounts , and (please explain methodologies used for all estimations) (b) the breakdown for one benefit or group of benefit is missing (8) Quality Report ESSPROS core system Page 7 of 13

8 55 57 the annual financial accounts of Portuguese business units. Estimation of receipts: 1)the total of annual transfers from Social Security to charities i.e transfers from other schemes (a) is obtained subtracting the value of transfers to mutualists from the total of annual transfers related to cooperation agreements of social action established between Social Security and charities and mutualists; 2) the value of other receipts (b) is estimated by the proportion of other receipts to total receipts in previous year as applied to the value of current year transfers from other schemes (a); 3)the estimation of each category of other receipts of charities is estimated by its proportion on the total of receipts of charities in previous year, which is applied to the value of other receipts (b). Estimation of expenditures: 1)the total of current expenditures is estimated by the rate of increase of the total of annual transfers from Social Security to charities as applied to the total of expenditures in previous year 2)the estimation of each category of the expenditures of charities is estimated by its proportion on the total of expenditures of charities in previous year, which is applied to the total of current expenditures. Estimation of receipts: Expenditures = Receipts The value of total receipts was allocated to the total of expenditures in account Estimation of receipts: Quality Report ESSPROS core system Page 8 of 13

9 Expenditures = Receipts The value of total receipts was allocated to the total of expenditures in account If a scheme is completely estimated, please specify the methodology in the second column. If only some expenditures, receipts or benefits of one scheme are estimated, please specify the methodology in the third or fourth column. 8. E.g. breakdown of one benefit into means-tested and non-means-tested benefit or breakdown of cash benefit specific to one function into several detailed benefits. 3. Revision of statistics (In the first column, please indicate the scheme involved, in the second column, the items involved, then thick with an 'X' the column that corresponds to the type of the revision and, where it is the case, please describe in the last column each revision with a few words, specifying if it is extraordinary (very rare) or ordinary (it can happen regularly). (see regulation point 2.1.3) Type of revision Scheme Items Changes in the data sources used (9) Changes in the methods used for estimating data (10) Revisions of data due to conceptual adjustments (11) Revisions of data due to availability of final statistics (12) Other revisions of data (e.g. due to quality review actions) Details on the revision Nothing to report. Nothing to report. Nothing to report. Nothing to report. Nothing to report. Nothing to report. Nothing to report. 9. E.g. changes in the set of the data sources (new data sources, disappearing of an old one); additional information supplied by certain data sources; other changes in data sources. 10. E.g. changes in the methods used, revised methods to put the information supplied by data sources in line with the ESSPROS methodology or other changes in methods. 11. E.g. changes in the ESSPROS methodology; in the social protection system; in classifications or definitions other than ESSPROS; etc. 12. E.g. final figures are provided by the data sources; or provisional estimation are replaced by information that was missing in the last data collection; etc. 4. Other information related to Quality 4.1 Quantitative data Temporal analysis of receipts: Quality Report ESSPROS core system Page 9 of 13

10 A surplus of MEUR was estimated for the difference between social protection receipts and expenditures in 2010, in line with the tendency for the last 6 years, The total of social protection receipts in Portugal increased +2.2% between 2009 and 2010, while the total of expenditures increased by +2.5%. The largest variations on receipts were identified in accounts , , and : The Central government social contributions recorded a decrease of -45.0% in 2010 when compared to This decrease is mainly explained by variations in schemes 16, 22 and 44, respectively -30.3%, -56.5% and -18.9%. The reductions in scheme 16 and in scheme 22 are explained by the fact that from January 1, 2010 both schemes were transformed in supplementary schemes, leading to the payment of services provided by SNS (scheme 2) to the beneficiaries of the Civil Service Health Care System (scheme 22) and to the beneficiaries of the Health Assistance for Army and Paramilitary Forces (scheme 16) by the SNS itself. The decrease in scheme 44 was due to the reduction of public expenditures related to the Social Services of Ministry of Justice Central government contributions - This account shows a decrease of -41.7% in 2010 when compared to 2009, due to the elimination of these contributions in scheme 65 as foreseen by Law nº 39/2005 of 24 June defining its provisional nature Other receipts recorded a decrease of -36.0% in 2010 when compared to 2009, due to the reduction in scheme 2 (from MEUR in 2009 to 629 MEUR in 2010), duly confirmed by the data provided by the information provider of the scheme This account of other receipts recorded an increase of %, in 2010 when compared to 2009, mainly due to the increase of 215 MEUR to 547 MEUR in this account, between 2009 and 2010 in scheme 65. This information was duly confirmed in the accounting information submitted by the information provider of the scheme. Temporal analysis of expenditure: Total expenditure of social protection in Portugal increased +2.5% between 2009 and The expenditure on social benefits increased +2.0% in the same period, accounting for 92.1% of total expenditure in 2010, while the other expenditures increased +9.6%, accounting for 7.9% of total value of expenditure in The most relevant aspects concern: Quality Report ESSPROS core system Page 10 of 13

11 The increase in Other expenditures is explained by the variation on Others (account ), increasing +23.1%, from MEUR in 2009 to MEUR in This is mainly explained by the variation in scheme 63 (+19.8%), from MEUR in 2009 to MEUR in 2010, dully confirmed by the information provider of the scheme. The expenditure on social protection benefits showed a general increase (+2.0%), although reductions were identified for Sickness (-1.7%), Disability (-0.4%) and Housing (-16.5%) functions. The analysis by function in 2010 highlights the following aspects: - Sickness ( ) - This function accounts for 27.4% of the total expenditure on social protection benefits in Portugal in 2010, being the second more important function in terms of social expenditure. In 2010, it decreased -1.7% when compared to Direct provision, non means-tested The expenditure on this benefit decreased -50.0% in 2010 when compared to This is explained by reasons previously clarified in account , specifically the change in nature of schemes 16 and 22 and its impact on expenditures paying actors (leading to variations on this account of -56.3% and -83.8% respectively), and the reduction in scheme 44 (-38.1%). In 2010, this account did not record any flow in scheme 63, although its erratic nature prevents its elimination from qualitative information Reimbursement, non means tested - This expenditure has increased +15.7% between 2009 and This is mainly explained by scheme 22 (from 10 MEUR in 2009 to 13 MEUR in 2010), duly confirmed by the data provided by the information provider of the scheme Other benefits in kind, non means-tested - This benefit shows an increase of +42.6% in 2010, when compared to This is mainly explained by scheme 2 (from 760 MEUR in 2009 to MEUR in 2010), specifically in account as previously explained. The increase of % in scheme 4 in this expenditure is explained by the improvement of information available from the information provider of the scheme. - Disability ( ) - This function has kept its importance (8%) in the overall value of expenditure on social protection benefits, although recording a slight decrease of -0.4% in 2010 when compared to Benefit was abolished in scheme 22, dully confirmed by the information provider of the scheme. Quality Report ESSPROS core system Page 11 of 13

12 - Old age ( ) - This is the most important function in the total expenditure on social protection benefits in Portugal, accounting for 44.4% in The variation between 2009 and 2010 was +4.0% Anticipated old age pension, non means-tested - This benefit shows an increase of +14.1% in 2010, when compared to 2009, mainly explained by scheme 63 (from 492 MEUR in 2009 to 616 MEUR in 2010), dully confirmed by the information provider of the scheme Other cash lump sum benefits, non means tested - This benefit increased of +22.0% in 2010 when compared to 2009, mainly explained by scheme 42 (from the 173 MEUR in 2009 to 211 MEUR in 2010), dully confirmed by the information providers of the scheme Other cash periodic benefits, means tested - The increase in this benefit of +15.6% in 2010 when compared to 2009, is mainly due to scheme 63 (from 238 MEUR in 2009 to 275 MEUR in 2010), because the increase of beneficiaries requesting the Old-age Solidarity supplement continued to increase during Survivors ( ) - This function represents 7.3% of total expenditure on social protection benefits in Portugal, increasing +3.4% from 2009 to Family ( ) - This function represent 5.7% of the total expenditure on social protection benefits. In 2010 there was a slight increase of +0.4% over The increase in account in scheme 63 (+14.2%) and the increase in account in scheme 43 (+66.4%) were dully confirmed, as well as the decrease of % in account in scheme Unemployment ( ) - This function accounts for 5.7% of the total expenditure on social protection benefits in Portugal, registering an increase of +8.3% in 2010 when compared to Partial unemployment benefit, non means tested - This benefit decreased -66.6% in 2010 when compared to 2009, fully explained by the reduction of 17 MEUR in 2009 to 6 MEUR in 2010 in scheme 63, dully confirmed by the information provider of the scheme Other cash lump sum benefits, non means-tested - This benefit registered an increase (+35.3%) in 2010 when compared to 2009, due to the increase of 82 MEUR in 2009 to 110 MEUR in 2010 in scheme 63. This value was confirmed by the information provider of the scheme Vocational training, non means-tested - This benefit registered an increase of +70.4% in 2010 when compared to 2009, due to the increase 3 MEUR in 2009 to 5 MEUR in 2010 in scheme 56. This value was confirmed by the information provider of the scheme. Quality Report ESSPROS core system Page 12 of 13

13 Housing ( ) - This function decreased -16.5% between 2009 and The decreased in item Other rent benefit, means tested, was due to reductions in schemes 44 and 63, respectively -20.6% and -16.5%. Social Exclusion ( ) - This function accounts for 1.3% of the total expenditure on social protection benefits. In the 2010 it has observed an increase of +2.1% when compared to Qualitative information* All items of social benefits ESSPROS core system are available in the qualitative information 2010, being updated every year. *E.g. If there are some items not covered by QI, please specify the reason and, if it is possible, their relative importance in respect to the total expenditure, etc. 4.3 Dissemination policy in the country* Are these data published in your country? (13) At what timeliness? (in months) (14) State any specific publication (and eventually the link) Are they part of regular publications? (yes or not) Yes, but not in the ESSPROS format. The dissemination relates to the total of all schemes, at the level of receipts categories, other expenses and social benefits expenditure by functions. 22 months. Social Protection Indicators in the Portuguese Official Website; Statistical Yearbook of Portugal; Social Indicators (publication). Yes. *Optional 13. Please specify "yes everything", "yes, only the following part ", "yes, but not in the ESSPROS format" or no". In case of "yes, but not in the ESSPROS format", please explain. 14. Please specify how many months after the period of reference the data are published (the period of reference for this collection was 31 st December of reference year). Quality Report ESSPROS core system Page 13 of 13