Annexes to COM(2006)11 - European system of integrated social protection statistics (ESSPROS)

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dossier COM(2006)11 - European system of integrated social protection statistics (ESSPROS).
document COM(2006)11 EN
date April 25, 2007
ANNEX I

ESSPROS CORE SYSTEM

1. Quantitative data by scheme and detailed benefits

Data transmitted

With reference to aggregated classification, transmitted data will cover:

Expenditure

1.1.1.1.   Social protection benefits classified by:

(a)function (corresponding to each risk or need);

and

(b)for each function by dual breakdown: means-tested versus non-means-tested, and cash benefits (breakdown by periodic and lump sum benefits) versus benefits in kind.

1.1.1.2.   Administration costs

1.1.1.3.   Transfers to other schemes

1.1.1.4.   Other expenditure

Receipts

1.1.2.1.   Social contributions

1.1.2.2.   General government contributions

1.1.2.3.   Transfers from other schemes

1.1.2.4.   Other receipts

Data covered (with reference to detailed classification) will be provided in accordance with the regulatory procedure with scrutiny laid down in Article 8(3).

1.2.   Data provision

Statistics will be provided annually. Data will refer to the calendar year according to national practices. The deadline for the transmission of data for the year N, together with any revision of previous years, is 30 June of the year N + 2.

1.3.   Dissemination

The Commission (Eurostat) will publish data on social protection expenditure at total scheme level for the year N by 31 October of the year N + 2. The Commission (Eurostat) will, at the same time, disseminate detailed data by scheme to specific users (national institutions compiling ESSPROS data, Commission departments and international institutions). These specific users will only be allowed to publish groups of schemes.

2. Qualitative information by scheme and detailed benefits

2.1.   Subjects covered

For each scheme, qualitative information will include a general description of the scheme, a detailed description of the benefits and information on recent changes and reforms.

2.2.   Data provision and updating of qualitative information

Annual updating of a complete set of qualitative information already provided will be limited to changes in the social protection system and will be transmitted together with quantitative data.

2.3.   Dissemination

The Commission (Eurostat) will disseminate qualitative information at scheme level by 31 October of the year N + 2.


ANNEX II

MODULE ON PENSION BENEFICIARIES

1. Categories of benefits covered

This module covers data on pension beneficiaries, who are defined as recipients of one or more of the following periodic cash benefits of a social protection scheme:

(a)disability pension;

(b)early retirement benefit due to reduced capacity to work;

(c)old-age pension;

(d)anticipated old-age pension;

(e)partial pension;

(f)survivor's pension;

(g)early retirement benefit due to labour market reasons.

2. Data provision

Statistics will be provided annually. Data will be stock data referring to the end of the calendar year. The deadline for the transmission of data for the year N is 31 May of year N + 2, broken down as follows:

(a)by social protection scheme;

(b)by gender for the total of the schemes.

3. Dissemination

The Commission (Eurostat) will publish data for all schemes for the year N by 31 October of the year N + 2. The Commission (Eurostat) will, at the same time, disseminate detailed data by scheme to specific users (national institutions compiling ESSPROS data, Commission departments and international institutions). These specific users will only be allowed to publish groups of schemes.

The Commission (Eurostat) will publish and disseminate to specific users (national institutions compiling ESSPROS data, Commission departments and international institutions) the total of each of the seven categories for the year N by 31 October of the year N + 2.


ANNEX III

PILOT DATA COLLECTION ON NET SOCIAL PROTECTION BENEFITS

1. Subjects covered

This collection covers the calculation of ‘net social protection benefits’.

2. Data provision

The appropriate fraction of personal income tax and social contributions levied on social protection benefits for the year 2005 must be indicated according to the different types of cash social protection benefits, preferably further subdivided for particular groups of homogenously taxed schemes. In difficult cases, results may be reported by appropriate groups of benefits, e.g. the total of the seven pension categories listed in Annex II or the total of the cash benefits of a specific function. Fiscal benefits will be provided for each item separately using the revenue forgone method.