Data collection and SPF indicators Issues for discussion Inter-agency meeting 22-23 November 2010, ILO Geneva ILO, WHO and OECD Social Security Department International Labour Office

Suggested issues open for discussion 1. Objectives: Why do we want data and indicators? Purposes of data and indicators: Diagnosis of existing SP provision (base line), needs, gaps, costing, monitoring, impact? Expected output: practical tools, international database, coordination in the field of data and indicators, etc? Users? 1.Objectives 2. Data and indicators needs? Practical “tools” needs? Coordination needs ? Etc. 2.Needs 3. What data, which sources and what tools exist already? Inventory of existing data and databases, including data collection, storage and dissemination tools and process Practical tools in relevant areas (diagnosis, implementation, monitoring) Respective area of responsibilities, existing organisational process, networks, opportunities for joint activities, etc. Resources: human and financial, etc. 3.Existing 4. Identification of gaps: what are the uncovered needs? 4.Gaps 5. What’s next and how to go ahead? Set up realistic objectives Responsible organisation by area, issue, thematic Working process: a group with focal points? Any other? 5.Next

Suggested "Minimum" set of information to collect (for discussion) Simplified version 8

Suggested "Minimum" set of information to collect (for discussion) Purpose ? Suggested guidelines: a basis for discussion A diagnosis of existing social protection schemes and gaps A monitoring tool for the extension of coverage and investments What? A transcription of the TORs of the Assessment Based National Dialogue (ABND) Data collection tool to measure actual coverage and investment in existing social protection schemes, including SPF components Features? A « simplified » version of the Social security inquiry and some optional more extended tables 9

Suggested "Minimum" set of information to collect (for discussion) Table 1 Inventory of existing social protection schemes/ programmes in the country and definition of each scheme Identification of SPF components and main characteristics Part A Quantitative information at the scheme level Coverage data: Target population of the scheme; protected population (affiliated and active contributors) Financial data: expenditure and revenue Part B Identify and define benefits provided by each scheme Expenditure at the benefit level Actual beneficiaries of the benefit Benefit level 10

SSI | The ILO Social Security Inquiry www.ilo.org/dyn/ilossi/

SSI | Why? The ILO Social Security Inquiry Main objective Building a knowledge base at the global level Objective: Collect, store and disseminate, on a regular and sustainable basis, comparable statistics on the financing, expenditure, benefit levels & coverage of social protection systems/programmes. Rationale: Address the lack of (comparable) social protection statistics outside the OECD world Collected information should Allow calculation of indicators for specific social security schemes & selected aggregate indicators at national level for as many countries as possible (including decent work indicators with respect to its social security dimension); Constitute a basis for analysis within the framework of studies and research work; (e.g. the World Social Security Report) Possibly contribute to practical tools such as the SPF rapid assessment (overview of SP activities at the national level) Be accessible to internal and external users (but regulated) 12 12

SSI | What ? The ILO Social Security Inquiry Scope Covers both statutory schemes and some non-statutory schemes Covers both private and public schemes Type of data | Mainly administrative from social security institutions which administer the scheme: administrative. Household survey data for a few (too few) countries Functions covered Old age; disability; survivors; sickness and health; unemployment; employment injury & occupational disease; family/children, and maternity (C102). Supplemented by housing; other income support and assistance (n.e.c.) /social exclusion Compatibility | Systematic approach compatible with existing statistical frameworks used in the EU (ESSPROS) and the OECD Focus on developing countries (EU and OECD countries being covered by existing databases — expenditure data at least) 13 13

Automatic calculation of national aggegate indicators SSI | Screen shots: “a guided tour in the inquiry” Levels of information & sources What? Economic & financial information Population & Employment Used as denominator for indicators Social security expenditure & revenue (IMF, ESSPROS) Sources International data sources (automatic insertion) National sources National level SSI Core data Social security scheme data, including SPF components Data entry online possible Scheme level Automatic calculation of national aggegate indicators Diagnosis, monitoring 1. Data availability in SSI Thailand & main limitations 2. Main social security institutions websites, statistical office, Gess country profile if any, etc. 14 14

Step 2 | Individual scheme information SSI | Screen shots: “a guided tour in the inquiry” Thailand - An Inventory of schemes Step 2 | Individual scheme information Qualitative & Quantitative Step 1 | Inventory of social security schemes & definition of each scheme First part | Textual information & direct links Description of the scheme including information from SSPTW First part | Textual information & direct links Description of the scheme including information from SSPTW Step 3 | Inventory of benefits provided by the scheme & data collection (beneficiaries, expenditure and benefit level Second part | Quantitative information at the scheme level Target group, Affiliated | active contributors, expenditure & revenue 15 15 15

What. | Thailand – Unemployment benefit scheme What? | Thailand – Unemployment benefit scheme SSO Unemployment benefit 3. | Beneficiaries, if possible by sex & age group 2. | Expenditure at the benefit level 1. | Definition of benefit: function, periodicity, cash or in-kind, means tested of not A benefit is defined by: The function covered: old age, survivors, maternity, etc. Basic or supplementary benefit The periodicity: (periodic or not) The type: cash or in kind Beneficiaries: individuals or households Means-tested or not 16 16 16

What for? | Indicators at the national level Systematic calculation of a set of aggregate indicators Expenditure indicators (30 indicators in total), such as Total social protection expenditure as a percentage of GDP Expenditure by branch Coverage indicators by function (or branch) – around 10 indicators per branch Protection indicators (contributors and affiliated), such as: Trends in the number of active contributors in proportion of the working age (or economically active population) by function Recipients indicators (beneficiaries) Trends in the number of beneficiaries for a given contingency (e.g. Old age pensioners — at all ages or above retirement age) as a proportion of elderly population (%) Benefit level indicators under development Coverage indicators Depending on data availability and type of indicators Trends from 2000 to 2009 (especially for old age & unemployment) Results for total and by sex 17 17

What for? | Aggregate indicators online Option 2 Consultation of All countries for a given indicator: Share of unemployed receiving unemployment benefits Option 1 All indicators for a given country China | View all available indicators (2000 to 2008) View all indicators for this country Indicators section 18 18 18

Gess and Statistics | Useful links @ Non-ILO databases ILO databases The social security inquiry Public access | Admin | More… World social security report, statistics & indicators, etc. 19 19

WSSR | The World Social Security Report 2010/11 Providing coverage in times of crisis and beyond The first in a series of World Social Security Reports Objectives To present the knowledge available on social protection coverage worldwide; and identify existing coverage gaps; To provide a factual basis which helps to monitor the global progress on social protection coverage and thus support the ILO’s & national campaigns to extend coverage Deals with i) the scope, extent and level of coverage; ii) scale of countries investment in social protection and… One specific topic in each new edition, “the crisis” in 2010/11 and “Social security and women in rural areas in 2012/13” A complete set of resources: data, graphs & databases available online A Workspace in Gess provides access to the book in pdf, original sources, graphs and figures A Book Specific focus every two years 20 20

Gess and Statistics | The World Social Security Report Tables Graphs