QUALITY REPORT ESSPROS CORE SYSTEM REFERENCE YEAR: 2012 REPORT ISSUED:

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: 2012 REPORT ISSUED: ESSPROS CORE SYSTEM - Quality report 1 th August, 2014

2 1. Accuracy and Reliability / Geographical coverage 1.1 Coverage of data source*- (part 1) Name of data source 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 ) Schemes covered (please indicate which scheme numbers are covered by this data source) (see regulation point ) 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 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) Civil Service Health Care System - Assistência na Doença aos Servidores do Estado (ADSE) Administrative data 12 months 16 months 2 Administrative data 12 months 11 months 4 Administrative data 12 months 16 months 7 Administrative data 12 months 15 months 9 Administrative data 12 months 9 months 13 and 59 National accounts 12 months 17 months 15 and 17 Administrative data 12 months 15 months 16 Administrative data 12 months 11 months 22 Services of Medical Assistance - Serviços de Assistência Médico Social (SAMS) Administrative data 12 months 11 months 32 Mutualists - Associações de Socorros Mútuos (ASM) Survey 12 months 17 months 42 Quality Report ESSPROS core system Page 2 of 12

3 Benefits paid directly by the employer Prestações Diretas da Entidade Patronal (Portugal Telecom - PT); (Correios de Portugal - CTT); (Companhia Carris de Ferro de Lisboa - Carris); (Comboios de Portugal - CP); (Imprensa Nacional Casa da Moeda - INCM); (Gabinete de Estratégia e Planeamento - GEP/MSESS) 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 (II, IP; IGFSS) Administrative data 12 months 17 months 43 Administrative data 12 months 14 months 44 Administrative data 12 months 10 months 45 Administrative data 12 months 15 months 55 Administrative data 12 months 13 months 56 Administrative data 12 months 16 months 57 Social Security Welfare and Social Protection System - Sistemas Previdencial e de Proteção 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 14 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. Quality Report ESSPROS core system Page 3 of 12

4 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) Any additional information regarding this data source (i.e. reports on problems -including delayswhich lead to estimation of data) (4) (see regulation point ) 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 Institute of Employment and Vocational Training - Instituto do Emprego e Formação Profissional (IEFP) Accidents at Work - Acidentes de Trabalho e Pension Funds - Fundos de Pensões (Instituto de Seguros de Portugal - ISP) Central Administration -Administração Central e 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) Enlargement of geographical coverage, with the increase of information providers. Geographical coverage (i.e. which parts of the country are covered by this data source) (5) Mainland. Mutualists - Associações de Socorros Mútuos (ASM) Benefits paid directly by the employer Prestações Diretas da Entidade Patronal (Portugal Telecom - PT); (Correios de Portugal - CTT); (Companhia Carris de Ferro de Lisboa - Carris); (Comboios de Portugal - CP); (Imprensa Nacional Casa da Moeda - INCM); (Gabinete de Estratégia e Planeamento - GEP/MSESS) Some expenditures accounts were estimated because the source information document usually prepared by the Ministry of Solidarity, Employment and Social Security (Relatório Único) is not available yet. (see regulation point 1.2.1) Quality Report ESSPROS core system Page 4 of 12

5 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 (II, IP; IGFSS) Social Security Welfare and Social Protection System - Sistemas Previdencial e de Proteção 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) Enlargement of benefits provided by the information provider. 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) Quality Report ESSPROS core system Page 5 of 12

6 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. 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: (please explain methodologies used for all estimations) (a) data are completely lacking 7 Estimation of receipts: Receipts=Expenditures The value of total receipts was allocated to the total of expenditures in account Estimation of receipts: Receipts=Expenditures The value of total receipts was allocated to the total of expenditures in account (b) the breakdown for one benefit or group of benefit is missing (8) Quality Report ESSPROS core system Page 6 of 12

7 15 and 17 Estimation of receipts: Receipts=Expenditures Breakdown of total expenditure between accounts and Estimation of receipts: Receipts=Expenditures The value of total receipts was allocated to the total of expenditures in account and Some data were estimated because the source information document usually prepared by the Ministry of Solidarity, Employment and Social Security (Relatório Único) is not available. The ESSPROS accounts were estimated by the increase rate of social payroll related liabilities between 2011 and 2012, as recorded in the Integrated business accounts system SCIE - Sistema de Contas Integradas das Empresas. Estimated of receipts: Receipts=Expenditures Breakdown of total expenditure between accounts , and Estimation of receipts: Receipts=Expenditures 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. Quality Report ESSPROS core system Page 7 of 12

8 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) 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 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: A surplus of MEUR was estimated for the difference between social protection receipts and expenditures in 2012, in line with the tendency for the last 8 years. The total of social protection receipts in Portugal decreased 3.9% between 2011 and 2012, while the total of expenditures decreased by 2.1%. The largest variations on receipts were identified in accounts of Other receipts : and Other receipt, other, central, regional and local government When compared to 2011, these receipts recorded decreases of 53.5% and 39.1% in 2012, respectively. The decrease in account was mainly explained by schemes 22 (-27.1%) and 65 (-96.1%), and in account by scheme 57 (-39.5%). These values were duly confirmed by the information providers of these schemes. Quality Report ESSPROS core system Page 8 of 12

9 - Temporal analysis of expenditure: Total expenditure on social protection in Portugal decreased 2.1% between 2011 and The expenditure on social benefits decreased 1.6% in the same period, accounting for 91.9% of total expenditure in 2012, while the other expenditures decreased 5.9%, accounting for 8.1% of total value of expenditure in The most relevant aspects concern: The decrease in Other expenditures which is explained by the variation on Others expenditures, others (account ), decreasing 10.6%, from MEUR in 2011 to MEUR in This behaviour is explained by the decrease in several schemes, such as scheme 2 (-22.7%), 13 (-36.8%), 57 (-27.3%) and 63 (-8.2%), dully confirmed by the information providers of these schemes. The expenditure on social protection benefits showed a general decreased, except for Survivors (+0.1%), Unemployment (+21.8%) and Housing (+6.9%) functions The analysis by function in 2012 highlights the following aspects: - Sickness ( ) - This function accounted for 25.0% of the total expenditure on social protection benefits in Portugal in 2012, being the second most important function in terms of social expenditure. In 2012, it decreased 1.9% when compared to Benefits and were abolished in scheme 32 and 56, respectively Direct provision, non means-tested - This benefit recorded an increase (+28.0%) in 2012 when compared to 2011, from MEUR in 2011 to MEUR in This situation is mainly explained by scheme 2 (+44.2%) and scheme 22 (+23.2%). This increased was dully confirmed by the information providers of these schemes Direct provision of pharmaceutical products, non means-tested This benefit recorded a decrease (-20.2%) in 2012 when compared to 2011, from MEUR in 2011 to MEUR in This situation is mainly explained by scheme 2 (-20.3%).The decrease was associated to the overall reduction of health public expenditures, in pharmaceutical products in particular Other benefits in kind, non means-tested - This benefit recorded an increase (+49.5%) in 2012 when compared to 2011, from MEUR in 2011 to MEUR in This situation is mainly explained by scheme 2 (+60.7%), dully confirmed by the information providers of this scheme. Quality Report ESSPROS core system Page 9 of 12

10 - Disability ( ) - This function accounts for 7.4% of the total expenditure on social protection benefits in Portugal in 2012, recording a decrease of 11.8% in 2012 when compared to Disability pension, non means-tested - This benefit decreased 13.5% in 2012 when compared to 2011 (from MEUR in 2011 to MEUR in 2012). This situation is mainly explained by scheme 59 (-76.5%) and scheme 65 (-12.0%). In case of scheme 59 the decrease was associated to the transfer of the banking sector base pension funds to the Social Security Other benefits in kind, non means-tested - This benefit increased 308.2% in 2012 when compared to 2011 (from 0.3 MEUR in 2011 to 1.2 MEUR in 2012). This situation is mainly explained by scheme 55, with its scope enlarged in Other benefits in kind, means-tested This benefit shows an increase of 31.3% in 2012 when compared to 2011 (from 27.8 MEUR in 2011 to 36.5 MEUR in 2012). This situation is mainly explained by scheme 63 (+45.5%), associated to the enlargement of scope the Social Emergency Program (PES) for people with disabilities. - Old age ( ) This function remained the most important function in the total expenditure on social protection benefits in Portugal, accounting for 47.2% in The variation between 2011 and 2012 was -2.8%, decreasing in the majority of old age social protection benefits Anticipated old age pension, non means-tested - This benefit decreased 19.0% in 2012 when compared to 2011 (from MEUR in 2011 to MEUR in 2012). This situation is mainly explained by scheme 59 (-57.4%), recording relevant decreases in this benefit as well in old age pension (-28.4%), due to the transfer of the banking sector base pension funds to the Social Security Other benefits in kind, means-tested This benefit shows a decrease of 22.9% in 2012 when compared to 2011 (from MEUR in 2011 to MEUR in 2012). This situation is mainly explained by scheme 63 (-35.1%), dully confirmed by the information providers of this scheme. - Survivors ( ) - This function represents 7.5% of total expenditure on social protection benefits in Portugal, increasing 0.1% from 2011 to Death grant, non means-tested This benefit shows a decrease of 12.7% in 2012, when compared to 2011 (from MEUR in 2011 to MEUR in 2012). This situation is mainly explained by schemes 63 (-9.9%) and 65 (-36.9%), due to the change of qualifying criteria for the granting of this benefit which now has a maxim limit of six times the value of the Indexation Mechanism for Social Supports (IAS), as indicated in Qualitative information Quality Report ESSPROS core system Page 10 of 12

11 - Family ( ) - This function represents 4.9% of the total expenditure on social protection benefits. In 2012 there was a decrease of 1.1% when compared to Benefit was abolished in scheme Other benefits in kind, means-tested This benefit increased 19.6% in 2012 when compared to 2011 (from MEUR in 2011 to MEUR in 2012). This situation is mainly explained by scheme 63 (17.7%) due to the enlargement of the Social Emergency Program (PES) for family function. This benefit was included for the first time in the context of enlargement of scheme 7. - Unemployment ( ) - This function accounts for 6.8% of the total expenditure on social protection benefits in Portugal, recording an increase of 21.8% in 2012 when compared to 2011, increasing in the majority of unemployment social protection benefits Full unemployment benefit, non means-tested This benefit increased 26.2% in 2012 when compared to 2011, from MEUR in 2011 to MEUR in This situation is fully explained by scheme 63, due to the the change of qualifying criteria for the granting of this benefit, combined with the increase in unemployment which led to increase the beneficiaries of this benefit Partial unemployment benefit, non means tested This benefit increased 161.0% in 2012 when compared to 2011, from 4.0 MEUR in 2011 to 10.4 MEUR in This situation is fully explained by scheme 63, which occurred in the same conditions of Full unemployment benefit Full unemployment benefit, means-tested - This benefit increased 17.2% in 2012 when compared to 2011, from MEUR in 2011 to MEUR in This situation is fully explained by scheme 63, which occurred in the same conditions of Full unemployment benefit, non means-tested. Housing ( ) - This function increased 6.9% between 2011 and The increase in item Other rent benefit, means tested is explained by the increases in schemes 44 and 63, respectively +20.6% and +6.8%. Social Exclusion ( ) - This function accounted for 1.1% of the total expenditure on social protection benefits in n 2012, decreasing by 3.5% when compared to Other benefits in kind, means-tested This benefit increased 14.1% in 2012 when compared to 2011, from 63.5 MEUR in 2011 to 72.5 MEUR in This situation is mainly explained by scheme 63 (+68.9%) due to the inclusion of new benefits such as the Social Emergency Program (PES) and the Extraordinary Social Support to Consumers Energy (ASECE). Quality Report ESSPROS core system Page 11 of 12

12 4.2 Qualitative information* All items of social benefits ESSPROS core system are available in the Qualitative information 2012, which is 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. Statistical Yearbook of Portugal; Social Protection Indicators in Statistics Portugal Website. 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 12 of 12