Changes in the Overview matrix

Transcription

1 Changes in the Overview matrix This note describes the changes introduced in the overview matrix comparing to the version distributed during the Working group on Social Protection in April DSIs In the overview matrix the DSIs numbers have been changed to the names. Eight new DSIs have been defined in edamis for the SDMX data transmission. Five will be used to transmit the data files related to the 5 DSDs: SCHEMES RECEIPT EXPEND NETBEN NRBENEF ESSPROS Classification of Scheme ESSPROS Receipts data collection ESSPROS Expenditure data collection ESSPROS NET Benefits data collection ESSPROSS Number of beneficiaries data collection Three additional DSIs have been defined for the transmission of the metadata (and supplementary data for Pension Beneficiaries) currently included in the Excel questionnaires and not included in the above mentioned DSDs. Please refer to the item in red in the table 1 of the WG document DOC_SP Annex2_SDMX_framework_for_ESSPROS_including_DSD) They are: CSTEMP BENTEMP NETTEMP ESSPROS Classification of Pension Schemes and Core System footnotes ESSPROS Pension beneficiaries supplementary information and footnotes ESSPROS NET Benefits footnotes The format is EXCEL for the transmission of this information. Please find attached the templates for each of the 3 files (BENTEMP_template.xls, CSTEMP_template.xls, NETTEMP_template.xls) The DSIs for the transmission of the EXCEL questionnaires remain unchanged (QUANTI, QUALI, QUALREP, BENEF, QRPENB, NET, and QRNET).

2 DSD SCHEME : The dimension TIME_PERIOD has been dropped and consequently the TIME_FORMAT attribute. 2 measure dimension have been introduced (ACTIVE_FROM, ACTIVE_TO) replacing the former ACTIVE. The accepted values for the ACTIVE_FROM and ACTIVE_TO are years in the 4 digit format (YYYY). Use 9999 as value for the ACTIVE_TO measure dimension in case of active schemes. The Classification of Schemes must be valid at any time for the complete time series. The TIME_PERIOD as reference year of the data collection is not a relevant information, on the opposite, it could be misleading. The relevant information to be transmitted is the range of years in which the Scheme is active. In order to make significant this information the rule of never reuse a Scheme number must be respected. The DSI to be used for transmitting the classification of schemes is SCHEMES. DSD REC : Split of Corporations in Financial and Non Financial corporation has been introduced in the code list for dimension CL_SECTOR as suggested by France, supported by other countries. However the transmission of this detailed information is only VOLUNTARY as described in the overview matrix with the introduction of the thematic unit 2bis. Unit multiplier fixed to 6 (Million) The DSI to be used for transmitting receipts data is RECEIPT. DSD EXP : Counterpart sector has been fixed to the constant S14 (Households) for benefits as we assume that the benefits are granted to Households. For expenditure to resident and non resident units and for the Expenditure overview data can be S14 or _T (Total). Function has been fixed to _T (Total) for expenditure to resident and non resident units. Detailed benefit has been fixed to _T (Total) for expenditure to resident and non resident units. Counterpart area is not a constant (_T) for the EXP DSD as it includes other transfer to other resident schemes. Unit multiplier fixed to 6 (Million) The DSI to be used for transmitting expenditure data is EXPEND.

3 DSD "NET" (NEW): Introduction of a new DSD for NET Benefits data. Introduction of 2 new thematic units to cover the possible (VOLUNTARTY) transmission of AITR and AISCR also for supplementary data. During the Social protection WG, Norway suggested to introduce a flag to describing if a benefit is taxable or not. This information is relevant only for NET benefits data collection and for this reasons the former DSD EXP has been split in EXP and NET. The DSD NET has the same structure of the DSD EXP except the attribute TAX_STATUS. Counterpart sector has been fixed to the constant S14 (Households). Only exception is for the Net benefits overview data (S14, _T) that include also the expenditure for which the counterpart sector is _T (Total). Counterpart area has been fixed to All countries (_T). Tax status has been fixed to _Z (not applicable) for Net benefits overview data, AITR, AISCR and Fiscal benefits. Unit multiplier fixed to 6 (Million) except for AITR and AISCR for which is 0. The DSI to be used for transmitting Net Benefits data is NETBEN. DSD BENEF : Counterpart sector has been fixed to the constant _Z (not applicable) as it is not relevant for this dataset. Unit multiplier fixed to 0 (Units) Decimals fixed to 0 The DSI to be used for transmitting pension beneficiaries data is NRBENEF. File format : The file format you can use for SDMX data transmission are SDMX-ML (XML) and SDMX-CSV (Comma separated file using the SDMX coding). In case of use of CSV file, please use the following order of dimensions in the data files: Dataset SCHEMES FREQ;REF_AREA;CUSTOM_BREAKDOWN;PROTECTION_LEVEL;SCOPE;ENTITLEMENT;LEG_ENFO RCEMENT;DEC_MAKING;ACTIVE_FROM;ACTIVE_TO;TIME_FORMAT;CUST_BREAKDOWN_LBL;C UST_BREAKDOWN_LBL_EN

4 Dataset RECEIPT FREQ;REF_AREA;COUNTERPART_AREA;FLOW;COUNTERPART_SECTOR;REC_TYPE; CUSTOM_BREAKDOWN;MEASURE;TIME_PERIOD;OBS_VALUE;COMMENT_OBS;CONF_STATUS; OBS_STATUS;TIME_FORMAT;CUST_BREAKDOWN_LBL;CUST_BREAKDOWN_LBL_EN;DECIMALS ;UNIT;UNIT_MULT Dataset EXPEND FREQ;REF_AREA;COUNTERPART_AREA;FLOW;COUNTERPART_SECTOR;EXP_TYPE;FUNCTION;M EANS_TEST;BENEFIT_PAYMENT;DETAILED_BENEFIT;CUSTOM_BREAKDOWN;MEASURE;TIME_P ERIOD;OBS_VALUE;COMMENT_OBS;CONF_STATUS;OBS_STATUS;TIME_FORMAT;CUST_BREAK DOWN_LBL;CUST_BREAKDOWN_LBL_EN;DECIMALS;UNIT;UNIT_MULT Dataset NETBEN FREQ;REF_AREA;COUNTERPART_AREA;FLOW;COUNTERPART_SECTOR;EXP_TYPE;FUNCTION;M EANS_TEST;BENEFIT_PAYMENT;DETAILED_BENEFIT;CUSTOM_BREAKDOWN;MEASURE;TIME_P ERIOD;OBS_VALUE;COMMENT_OBS;CONF_STATUS;OBS_STATUS;TAX_STATUS;TIME_FORMAT ;CUST_BREAKDOWN_LBL;CUST_BREAKDOWN_LBL_EN;DECIMALS;UNIT;UNIT_MULT Dataset NRBENEF FREQ;REF_AREA;COUNTERPART_AREA;COUNTERPART_SECTOR;EXP_TYPE;FUNCTION;MEANS_ TEST;BENEFIT_PAYMENT;DETAILED_BENEFIT;CUSTOM_BREAKDOWN;SEX;MEASURE;TIME_PE RIOD;OBS_VALUE;COMMENT_OBS;CONF_STATUS;OBS_STATUS;TIME_FORMAT;CUST_BREAK DOWN_LBL;CUST_BREAKDOWN_LBL_EN;DECIMALS;UNIT;UNIT_MULT The delimiter to be used in the CSV files is semicolon ( ; ). Please send the CSV files INCLUDING the header (name of dimensions). Missing/zero values: Only MISSING values because NOT YET available should be reported. The missing values should be represented as empty (no special characters, no blank). Empty obs_value L obs_status (Missing value; data exist but were not collected) According to the ESSPROS Manual an estimates should be provided for missing values. So the number of this kind of cells should be limited. All the records NOT reported (not included in the transmitted file) are assumed to be zero (0).

5 No distinction between zero or missing and not applicable. Also not applicable values will be considered as zero. The missing values should be represented as empty (no special characters, no blank). Ex. CSV file: A;LV;_T;EXP;S14;SPR;EXC;NMT;CASH_LUMP;_T;SCH014;EXP_NET;2011;;;F;L;;P1Y;Atbalsts ÄŒAES seku likvidä tä jiem un viå u Ä imenä m (AÄŒAESSLÄ );Support to liquidators of the Chernobyl nuclear accident consequences and their families;2;lvl;6 - <ess:series FREQ="A" REF_AREA="LV" COUNTERPART_AREA="_T" FLOW="EXP" COUNTERPART_SECTOR="S14" EXP_TYPE="SPR" FUNCTION="EXC" MEANS_TEST="NMT" BENEFIT_PAYMENT="CASH_LUMP" DETAILED_BENEFIT="_T" CUSTOM_BREAKDOWN="SCH014" MEASURE="EXP_NET" CUST_BREAKDOWN_LBL="Atbalsts ČAES seku likvidētājiem un viņu ģimenēm (AČAESSLĢ)" CUST_BREAKDOWN_LBL_EN="Support to liquidators of the Chernobyl nuclear accident consequences and their families" DECIMALS="2" UNIT="LVL" UNIT_MULT="6"> <ess:obs TIME_PERIOD="2011" OBS_VALUE="" CONF_STATUS="F" OBS_STATUS="L" /> </ess:series>