QUALITY REPORT

ESSPROS PENSION BENEFICIARIES

(according to Commission Regulation (EC) No 1322/2007 of 12 November 2007, published in OJ L294, 13.11.2007, p.5)

MEMBER STATE: ROMANIA

REFERENCE YEAR: 2012

REPORT ISSUED: May 2014

CONTACT DETAILS:

NAME: CRISTINA AVRAM

INSTITUTION: NATIONAL INSTITUTE OF STATISTICS

E-MAIL ADDRESS: [email protected]

TELEPHONE NUMBER: 004021 317 77 69

POSTAL ADDRESS:

NATIONAL INSTITUTE OF STATISTICS, ROMANIA, BUCHAREST,

16TH LIBERTATII AV., COD 050706 1. Accuracy and Reliability / Geographical coverage

1.1 Coverage of data sources* (part 1)

Name of data source Type of data source used (1) Frequency of the data Time lag in months(2)(3) Schemes covered (please (2) (see regulation point 1.1.1.1) source (see regulation point 1.1.1.1) indicate which scheme (see regulation point 1.1.1.1) numbers are covered by this data source) (see regulation point 1.1.1.1) National House of Public - Administrative data: stock Monthly data collection at One month Scheme 21 (SPP): Pensions (CNPP) – data at 31st of December the administrative data (former National House - Estimates based on source level Stock data at 31st of December Scheme regarding the of Pensions and Other Household Budget Survey for previous year (N-1) is public system of pensions Social Insurance Rights) available at the end of January and other social other and Ministry of Culture current year (N). social insurance rights All necessary information for computing the estimates is available in the same time. Pensions House of - Administrative data: stock Monthly data collection at One month Scheme 22 (PAVOC): Lawyers data at 31st of December the administrative data - Estimates based on source level Stock data at 31st of December Scheme regarding the Household Budget Survey for previous year (N-1) is pension system of lawyers available at the end of January current year (N). All necessary information for computing the estimates is available in the same time. Ministry of Defence, - Administrative data: stock Monthly data collection at One month Scheme 23 (PMIL): Ministry of Interior and data at 31st of December the administrative data Administration, - Estimates based on source level Stock data at 31st of December Scheme regarding the Romanian Intelligence Household Budget Survey for previous year (N-1) is pensions of state military Service available at the end of January

Quality Report – ESSPROS pension beneficiaries Page 2 of 14 current year (N). All necessary information for computing the estimates is available in the same time. Ministry of Labour, - Administrative data: stock Monthly data collection at One month Scheme 38 (PENSOC): Family, Social Protection data at 31st of December the administrative data and Elderly, National - Estimates based on source level Stock data at 31st of December Social indemnity for House of Public Pensions Household Budget Survey for previous year (N-1) is pensioners (former (CNPP) (former National available at the end of January Minimum guaranteed House of Pensions and current year (N). social pension) Other Social Insurance All necessary information for Rights) computing the estimates is available in the same time. * Please be exhaustive by mentioning all pension schemes 1. Please specify: "Administrative data", "Register based data", "National Accounts", "Survey", "Census", "Other". For category "Other", please specify the type 2. Please specify: "12 months" or "6 months", etc. 3. The time lag is the period between the reference date (31st of December of reference year or 1st January of reference year + 1) 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 Any additional information regarding this data source (i.e. reports on Geographical coverage (i.e. which (4) (see regulation (Please indicate the same data sources as in table 1.1 problems -including delays- which lead to estimation of data) parts of the country are covered by (5) part 1) point 1.1.1.1) this data source) (see regulation point 1.2.1) Scheme 21 (SPP): Full coverage: Ministry of Labour, Family, Social Scheme regarding the public system of pensions and other social other Scheme 21 (SPP): Protection and Elderly, National social insurance rights Scheme regarding the public system House of Public Pensions (CNPP) of pensions and other social other (former National House of Pensions Not available data by gender and age groups for performing the transfer social insurance rights and Other Social Insurance Rights) of number of beneficiaries of disability pension over the standard and Ministry of Culture retirement age from disability function to old age function. In order to compute estimates, data from Household budget survey used. Pensions House of Lawyers Scheme 22 (PAVOC): Full coverage: Scheme regarding the pension system of lawyers Scheme 22 (PAVOC): Scheme regarding the pension

Quality Report – ESSPROS pension beneficiaries Page 3 of 14 Not available data by gender and age groups for performing the transfer system of lawyers of number of beneficiaries of disability pension over the standard retirement age from disability function to old age function. In order to compute estimates, data from Household budget survey used. Ministry of Defence, Ministry of Scheme 23 (PMIL): Full coverage: Interior and Administration, Scheme regarding the pensions of state military Scheme 23 (PMIL): Romanian Intelligence Service Scheme regarding the pensions of Not available data by gender and age groups for performing the transfer state military of number of beneficiaries of disability pension over the standard retirement age from disability function to old age function. In order to compute estimates, data from Household budget survey used. Ministry of Labour, Family, Social Scheme 38 (PENSOC): Full coverage: Protection and Elderly, National Social indemnity for pensioners (former Minimum guaranteed social Scheme 38 (PENSOC): House of Public Pensions (CNPP) pension). Social indemnity for pensioners (former National House of Pensions (former Minimum guaranteed social and Other Social Insurance Rights) Scheme 38 entered into force starting with February 2009. pension) Pension provided to the insured persons, beneficiaries of schemes 21, 22 and 23 whose level of pensions is below 350 RON (300 RON until October 2009).

This is determined as difference between the pension level in payment for those beneficiaries and the amount above received by the target group.

Not available data by gender and age groups for performing the transfer of number of beneficiaries of disability pension over the standard retirement age from disability function to old age function. In order to compute estimates, data from Household budget survey used.

4. Please fill in this column only in cases of: delays, data source contains estimates, incomplete coverage for some schemes. In cases of schemes not complete covered, please, specify the number of the scheme and the code of the item for which no data are available and estimations are needed. 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.

Quality Report – ESSPROS pension beneficiaries Page 4 of 14 1.2 Geographical comparability* (see regulation point 2.2)

Degree of coverage in terms of schemes(6) Degree of coverage in terms of beneficiaries Cases of non-application of the ESSPROS (if there are cases of schemes, to be potentially included in ESSPROS (whether for the schemes included that data provided are exhaustive or if methodology in the form of a comprehensive list that are completely or partially missed or not available) a number of pension beneficiaries are not available (partial return) (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) Scheme 21 (SPP): Exhaustive data for all schemes from primary No Scheme regarding the public system of pensions data source. and other social insurance rights - covered See also item 2.1 of quality report. Exhaustive data for all schemes from primary No Scheme 22 (PAVOC): data source. Scheme regarding the pension system of See also item 2.1 of quality report. lawyers- covered Scheme 23 (PMIL): Exhaustive data for all schemes from primary No Scheme regarding the pensions of state military- data source. covered See also item 2.1 of quality report

Scheme 38 (PENSOC): Exhaustive data for all schemes from primary No Social indemnity for pensioners (former data source. Minimum guaranteed social pension) - covered See also item 2.1 of quality report. * Please note that this table is referred to coverage and consistency with ESSPROS methodology of final figures. 6. If a scheme is completely missed in final figures please specify its number in the first column and in the second column specify "Missing". If only some items are missing, please specify in the first column the number of the scheme and in the second column the items that are missing.

2. Methodologies and assumptions used in the treatment of double counting and in estimates (please give details for all cases)

2.1 Estimates for schemes on which no data are available (see regulation point 2.1.2)

Schemes Items (7) Type of estimate (8) Summary of estimation procedure Scheme 21 (SPP): 1131111 - based on a survey According to the ESSPROS methodology, the number of Scheme regarding the pension beneficiaries who receive disability pension, but

Quality Report – ESSPROS pension beneficiaries Page 5 of 14 public system of who are over the standard retirement age have to be pensions and other included under old age function. social insurance rights Data by age groups is not available. This is the reason for which some estimates had to be performed while calculating the number of pension beneficiaries who receive disability pension, but who are over the standard retirement age. The following estimation method was used: - extracting from Household Budget Survey data on number of pension beneficiaries by types of pensions and by age groups; - computing, from the above mentioned selection, the number of disability pensioners over the standard retirement age out of the total number of disability pensioners; - applying the proportion mentioned-above to the number of disability pensioners collected from administrative data source and after - making the transfer of the value obtained from disability function to old age function. Scheme 22 (PAVOC): 1131111 - based on a survey The same estimation method used for Scheme 21. Scheme regarding the pension system of lawyers

Scheme 23 (PMIL): 1131111 -based on a survey The same estimation method used for Scheme 21. Scheme regarding the pensions of state military

Scheme 38 (PENSOC): 1132111 -based on a survey This pension is determined as difference between the Social indemnity for pension level in payment for the insured persons, pensioners (former beneficiaries of schemes 21, 22 and 23 whose level of Minimum guaranteed pensions is below 350 RON (300 RON until October

Quality Report – ESSPROS pension beneficiaries Page 6 of 14 social pension) 2009) and the amount above received by the target group.

According to the ESSPROS methodology, the number of pension beneficiaries who receive disability pension, but who are over the standard retirement age have to be included under old age function. Data by age groups is not available. This is the reason for which some estimates had to be performed while calculating the number of pension beneficiaries who receive disability pension, but who are over the standard retirement age. The following estimation method was used: - extracting from Household Budget Survey data on number of pension beneficiaries by types of pensions and by age groups; - computing, from the above mentioned selection, the number of disability pensioners over the standard retirement age out of the total number of disability pensioners; - applying the proportion mentioned-above to the number of disability pensioners collected from administrative data source and after - making the transfer of the value obtained from disability function to old age function.

7. Specify only the codes of the items concerned. In cases of breakdowns, please specify: "breakdown of a total by gender", or "breakdown of a total between MT and NMT pensions", etc. 8. Specify one of the following estimation methods: "based on known distributions", "based on previous data", "based on a hypothesis", "based on a survey", "based on extrapolation", and "other". For category "other", please specify the method.

2.2 Information on the treatment of double counting (please indicate all types of double counting occurring in your country and specify the treatment, if any, for each of these cases) (see regulation point 2.1.2)

Quality Report – ESSPROS pension beneficiaries Page 7 of 14 (a) for a pension category inside a single scheme

Item Scheme Treatment Type of treatment(9) Summary of the treatment (yes or not) 1121111 - No - - 1121112 - No - - 1122111 - No - - 1122112 - No - - 1131111 - No - - 1131112 - No - - 1131113 - No - - 1132111 - No - - 1132112 - No - - 1132113 - No - - 1141111 - No - - 1141112 - No - - 1161113 - No - - 1162113 - No - - 9. Specify one of the following methods: "using a personal identification number", "using micro level data", "estimation based on previously known data", "estimation based on a hypothesis", "estimation based on a survey", "other". For category "other", please specify the method.

Comments on this type of double counting:

No double counting: a person is not entitled (allowed) to receive more than one pension in the same time.

The only case of receiving two pensions is the case of beneficiaries of scheme 38 (PENSOC). The pension granted on the base of scheme 38 is provided to the insured persons, beneficiaries of schemes 21 or 22 or 23 whose level of pensions is below 350 RON. The exact number of pension beneficiaries entitled to scheme 38 (PENSOC) and also one of scheme 21, 22, 23 is known. Thus, no treatment of double counting needed but in order to avoid the double counting at total level, the number of beneficiaries of scheme 38 was not included (once again) in total schemes.

Quality Report – ESSPROS pension beneficiaries Page 8 of 14 For 2012, only some beneficiaries of scheme 21 (608465) had pensions below the established level.

(b) between schemes (a pension category for all schemes):

Item Schemes Treatment Type of treatment(10) Summary of treatment (yes or not) 1121111 - No - - 1121112 - No - - 1122111 - No - - 1122112 - No - - 1131111 - No - - 1131112 - No - - 1131113 - No - - 1132111 - No - - 1132112 - No - - 1132113 - No - - 1141111 - No - - 1141112 - No - - 1161113 - No - - 1162113 - No - - 10. Specify one of the following methods: "using a personal identification number", "using micro level data", "estimation based on previously known data", "estimation based on a hypothesis", "estimation based on a survey", "other". For category "other", please specify the method.

Comments on this type of double counting:

No double counting: a person is not entitled (allowed) to receive more than one pension in the same time.

Quality Report – ESSPROS pension beneficiaries Page 9 of 14 The only case of receiving two pensions is the case of beneficiaries of scheme 38 (PENSOC). The pension granted on the base of scheme 38 is provided to the insured persons, beneficiaries of schemes 21 or 22 or 23 whose level of pensions is below 350 RON. The exact number of pension beneficiaries entitled to scheme 38 (PENSOC) and also one of scheme 21, 22, 23 is known. Thus, no treatment of double counting needed but in order to avoid the double counting at total level, the number of beneficiaries of scheme 38 was not included (once again) in total schemes. For 2012, only some beneficiaries of scheme 21 (608465) had pensions below the established level.

(c) between non-means-tested and means-tested

Item Double counting Treatment Type of treatment (11) Summary of treatment (yes or not) (yes or not) 1121111 - 1122111 No No - - 1121112 - 1122112 No No - - 1131111 - 1132111 No No - - 1131112 - 1132112 No No - - 1131113 - 1132113 No No - - 1141111 - 1142111 No No - - 1161113 - 1162113 No No - - 11. Specify one of the following methods: "using a personal identification number", "using micro level data", "estimation based on previously known data", "estimation based on a hypothesis", "estimation based on a survey", "other". For category "other", please specify the method.

Comments on this type of double counting:

No double counting: a person is not entitled (allowed) to receive more than one pension in the same time.

The only case of receiving two pensions is the case of beneficiaries of scheme 38 (PENSOC). The pension granted on the base of scheme 38 is provided to the insured persons, beneficiaries of schemes 21 or 22 or 23 whose level of pensions is below 350 RON. The exact number of pension beneficiaries entitled to scheme 38 (PENSOC) and also one of scheme 21, 22, 23 is known. Thus, no treatment of double counting needed but in order to avoid the double counting at total level, the number of beneficiaries of scheme 38 was not included (once again) in total schemes. For 2012, only some beneficiaries of scheme 21 (608465) had pensions below the established level.

Quality Report – ESSPROS pension beneficiaries Page 10 of 14 (d) between categories in aggregation:

To obtain functions at "all schemes" level Item Double Treatment Type of treatment (12) Summary of treatment counting (yes or not) (yes or not) 1120111 – 1120112 No No - - 1130111 – 1130112 – 1130113 No No - -

To obtain the totals of survivors and old age pensioners and the total of pensioners in the country Item Double Treatment Type of treatment (12) Summary of treatment counting (yes or not) (yes or not) 1190110 No No - - 1120110 - 1130110 - 1140111 - 1160113 No No - - 12. Specify one of the following methods: "using a personal identification number", "using micro level data", "estimation based on previously known data", "estimation based on a hypothesis", "estimation based on a survey", "other". For category "other", please specify the method.

Comments on this type of double counting:

No double counting: a person is not entitled (allowed) to receive more than one pension in the same time.

The only case of receiving two pensions is the case of beneficiaries of scheme 38 (PENSOC). The pension granted on the base of scheme 38 is provided to the insured persons, beneficiaries of schemes 21 or 22 or 23 whose level of pensions is below 350 RON. The exact number of pension beneficiaries entitled to scheme 38 (PENSOC) and also one of scheme 21, 22, 23 is known. Thus, no treatment of double counting needed but in order to avoid the double counting at total level, the number of beneficiaries of scheme 38 was not included (once again) in total schemes.

For 2012, only some beneficiaries of scheme 21 (608465) had pensions below the established level.

Quality Report – ESSPROS pension beneficiaries Page 11 of 14 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)

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r Type of revision u o s

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Scheme Items t Details on the revision

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n i d o d f f v f n

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n l g r i o o R R n e t a c a h v t h a O C Scheme 21 1120111, No No No revision No No No revision performed this data collection. 1120112, revision. revision. performed revision revision. 1121111 , this data performed 1121112, collection. this data collection. 1130111, 1130112, 1130113, 1131111, 1131112, 1131113,

1140111, 1141111, 1141112 Scheme 22 1120111, No No No revision No No No revision performed this data collection. 1120112, revision revision performed revision revision

Quality Report – ESSPROS pension beneficiaries Page 12 of 14 1121111 , this data performed 1121112, collection. this data collection. 1130111, 1130112, 1130113 1131111, 1131112, 1131113,

1140111, 1141111, 1141112 Scheme 38 1120111, No No No revision No No No revision performed this data collection. 1120112, revision revision performed revision revision 1121111 , this data performed 1121112, collection. this data collection. 1130111, 1130112, 1130113 1131111, 1131112, 1131113,

1140111, 1141111, 1141112

13. 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. 14. E.g. changes in the methods used: to put in line information supplied by data sources with the ESSPROS methodology; to estimate the missing breakdown (or part of schemes) or other changes in methods. 15. E.g. changes in the ESSPROS methodology; in the social protection system; in classifications or definitions other than ESSPROS; etc. 16. 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.

Quality Report – ESSPROS pension beneficiaries Page 13 of 14 4. Other information related to quality

4.1 Dissemination policy in the country*

Are these data At what timeliness? State any specific publication (and eventually the link) Are they part of regular published in your (18) publications? (17) (in months) country? (yes or not) Yes, but not in the 3 months and Publication: Number of pensioners and the average pension (the yes ESSPROS format 12 months number of pensioners is disseminated only as average number; the breakdown is performed by type of pension and type of pension system).

*Optional 17. 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. 18 Please specify how many months after the period of reference the data are published (31st of December of reference year or 1st January of reference year + 1).

4.2 Other information

- For 2007 and 2008 there are no pension beneficiaries for items 1122111, 1132111, 1132112, 1132113 and 1142111, because the items mentioned above registered beneficiaries starting with February 2009 when entered into force scheme 38.

- Concerning the pensioners outside the country, for Romania, the administrative sources do not provide distinct data on national abroad pensioners - these data are not available.

Quality Report – ESSPROS pension beneficiaries Page 14 of 14