Grant agreement 07112.2015.002-2015€¦ · REPUBLIC OF BULGARIA ... .347 In order to fulfill the...

NATIONAL STATISTICAL INSTITUTE REPUBLIC OF BULGARIA

www.nsi.bg

"Improvement of the use of administrative sources

(ESS.VIP ADMIN WP6 Pilot studies and applications)"

Grant agreement № 07112.2015.002-2015.347

In order to fulfill the main objectives of the action the following activities were undetaken:

Sub-action 1

1. Evaluation of the suitability and reliability of the administrative registers of MES

The existing registers of the Ministry of Education and Science were investigated in

details.

Administrative registers of Ministry of Education and Science were analyzed to judge their

quality in input data, production process and output. The relevance to the data needs of NSI was

investigated I detail. Information system was studied at first step – relevance of population and

units, relevant keys, relevance of variables, reference dates, rules for updates, usable statistical

domains. The cooperation with expert form MES, responsible for different registers was with

crucial importance. As a result a complete report describing information system (registers) was

prepared, containing the following information:

1. General Information on “Information System of Education” (2015/2016 Academic Year),

1.1. Type of Information System

1.2. Input Data Forms for Information System of Education

1.3. Elements of the Information System

1.4. Scope of Data

1.5. Frequency of Data Collection in the Modules

2. Module Admin С, Information on Kindergartens and Servicing Units.

2.1. Basics of Entering Data in Module Admin С

2.2. Key Identifiers, Type, Specifications, Limiters and Controls of the Information

Entered in Module Admin С

2.3. Data Checks in Module Admin С

3. Module L/PRO, Information on Secondary Education in the Movement of Children and

Students’ Register

3.1. Module Admin RS, Information on the Movement of Students

3.2. Module Admin RD, Register of Diplomas and Certificates

Ref. Ares(2017)512426 - 31/01/2017


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4. Module Admin О and ОМ, Information on the Servicing Units

5. Module Admin UNI, Higher Education Information

5.1. Source and Scope of Data

5.2. Updates

5.3. Specification of Register of Current and Discontinued Students and PhD students

5.4. Variables in Register of Current and Discontinued Students and PhD students

5.5. Type of data bases and Information Description

5.6. Access to the Register of Current and Discontinued Students and PhD students by

Level of Education and Professional Fields and Register of Universities

5.7. Annually Compiled Reports (Centre for Information Assurance Education)

6. Register of graduated students

6.1. Database 1 – University Data

6.2. Database 2 – Alumni Data

7.3. Database 3 - Data on Documents Issued to the registers

6.4. Database 4 – Data on the Scanned Images

ANNEXES:

Annex № 1 Data Description/Specification in the Information System of Education

Annex № 2 LIST - FORM № 1 Information on the School Activity Organization – Old Version

Annex № 3 Nomenclature Tables of Codes and Symbols in Admin M/PRO– New Version

Annex № 4 Register of Documents for Completed Education Level and Acquisition of

Professional Qualification

Annex № 5 Full Specification of the Register of Current and Discontinued Students and PhD

Students.

Annex № 6 Code table of the Current and Discontinued Students’ Register (incl. a full list of:

Specialty (Name and Code), Field of Higher Education, Professional Field, Educational

Qualification Degree and Type of Master)

The report and its annexes are available only on Bulgarian, but could be translated and provided

to Commission upon request.

At next step the project team analyzed microdata from the source – variables, possibilities for

statistical use, duplicates, missing or wrong values in the registers, over and under-coverage.

The following registers were approved for further use for the production of statistical

information:


www.nsi.bg

Register of institutions within the system of pre-primary, primary and secondary

education – public register of the institutions within the system pre-primary, primary and lower

secondary education containing information on each school, kindergarten or service units in the

Republic of Bulgaria, as well as the profiles and professions studied by settlements, type of

school and method of financing;

Register of children and pupils in pre-primary, primary and secondary education – contains personal data on children and pupils covered by the pre-primary, primary and lower

secondary education, as well as data on education conducted;

Register of certificates and diplomas issued for completion of lower secondary and

upper secondary education, as well as for the level of professional qualification acquired –

maintained for documents issued after 1 January 2007. Contains data on: Diplomas for upper

secondary education, Certificates for lower secondary education completed, Certificates for

professional qualification (issued after 1.06.2008), Duplicates of diplomas on secondary

education, Annexes to diplomas on secondary education according to modules under article 59,

Certificates for successfully passed exam on disciplines that are not part of the secondary

education diploma, Certificates for completed basic education, duplicates of Certificates for

completed basic education (issued after 1.06.2009);

Register of recognised documents of Bulgarian and foreign citizens for completion

of basic and secondary education

Register of teachers, directors and other pedagogic staff – contains personal data, data

on personnel category, type of employment, education completed and qualification acquired by

teachers, directors and other pedagogical specialists;

MES is responsible for organisation, maintenance and update of the tertiary education

information system. The last is updated based on data provided by the tertiary education

institutions. According to article 10, para 2, p. 3 of the Law on Tertiary Education, the following

registers are maintained:

Register of tertiary education institutions and scientific organisations – contains data

on main sections, branches and professional fields and specialties available, as well as on

information on estimates (rates) and recommendations based on accreditation procedures;

Register of academic staff at the tertiary education institutions – contains data on the

academic staff working under permanent or another labour contract (civil contract for example)

and foreign lecturers engaged for at least one semester. Data on the administrative staff will be

added at the following stages of Register development;

Register on students and PhD students (actual and with interrupted formal

education) – by educational grades and professional fields. Contains personal data and data on

educational characteristics of students and PhD students;

Register of graduated students and PhD students – contains data on students

graduated educational-qualification degrees “bachelor” or “master” after 1 January 2012, as well


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as educational and scientific degree “doctor”. Data is available on specialty followed,

professional field, type of education, as well as scanned diploma.

It was determined that the administrative registers generally are in compliance with the

requirements in respect reliability and accuracy, but also some problems were detected that could

hamper their use.

Pre-primary, primary and secondary education registers

Quality

factor

Register of institutions within

the system of pre-primary,

primary and secondary

education

Register of children and

pupils in pre-primary,

primary and secondary

education

Register of

certificates and

diplomas issued for

completion of

secondary education

Register of teachers,

directors and other

pedagogic staff

Relevance

of

population

and units

Institutions within the system

pre-primary, primary and

lower secondary education -

Schools, kindergartens or

service units in the Republic

of Bulgaria. Suitable for

statistical use.

Personal data on

children and pupils

covered by the pre-

primary, primary and

lower secondary

education. Suitable as

statistical units.

Issued diplomas and

certificates. Suitable

for statistical use.

Teachers, directors

and other pedagogic

staff. Suitable for

statistical use.

Relevant

keys

BULSTAT unique

identification key for legal

units. Suitable for integration.

Some incorrect UIN codes

was found and corrected in

the data source.

PIN (personal

identification number).

Suitable for integration.

Small number of

incorrect PINs was

detected.

PIN (personal

identification

number). Suitable

for integration.

PIN (personal

identification

number). Suitable

for integration.

Relevance

of variables

Profiles and professions

studied by settlements, type

of school and method of

financing. Suitable as

statistical variables.

Variables suitable for

statistical use: gender,

date of birth,

citizenship, level and

orientation of

programme enrolled,

specialty (profession)

studied, grade, mode of

attendance, residence ,

foreign languages learnt

and special educational

needs

Variables suitable

for statistical use:

gender, date of birth,

citizenship, level and

orientation of

programme

graduated, specialty

(profession) and

mode of attendance

Variables suitable


gender, age,

category personnel,

type of employment,

level of education


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Relevance

of reference

time

First data collection as of

15.09;

Second data collection as of

01.12;

Third data collection as of

05.02.

Due to the compromise the

second data collection (as of

01.12) could be chosen for

statistical use.

First data collection as

of 15.09;

Second data collection

as of 01.12;

Third data collection as

of 05.02.

Due to the compromise

the second data

collection (as of 01.12)

could be chosen for

statistical use.

On-going data

collection. For

statistical purposes it

is suitable to receive

data for calendar

year.

First data collection

as of 15.09;

Second data

collection as of

01.12;

Third data collection

as of 05.02.

Due to the

compromise the

second data

collection (as of

01.12) could be

chosen for statistical

use.

Study

domains

The source contains variables

that could be used for

Education and Health

statistics domains.

The source contains

variables that could be

used for Education

statistics, social surveys

and Census.

The source contains

variables that could

be used for

Education statistics,

social surveys and

Census.

The source contains


be used for

Education statistics

domain.

Updates

The structure and content of

the register is annually

updated before the start of the

first data collection.

The structure and

content of the register is

annually updated before

the start of the first data

collection.

The structure and

content of the

register is annually

updated before the

start of the school

year.

The structure and

content of the


updated before the

start of the school

year.

Delivery

time

Stipulated in the draft

agreement.


agreement.

Stipulated in the

draft agreement.

Stipulated in the

draft agreement.

Duplicates

in the

source No duplicates detected

There are automated

checks in data source

for identifying and

removing of duplicate

cases.

Further investigation

will be performed.

No duplicates

detected

Missing

values No missing values detected

No missing values

detected


will be performed.

No missing values

detected

Wrong

values

During the investigation

some incorrect referring of

branches of educational

institutions was detected.

Problem solved with changes

in the structure of the data

source database.

During the investigation

some deviations in

defining the orientation

of the educational

programme

(general/vocational) was

found.


will be performed.


will be performed.


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Under-

coverage in

the source

Some private kindergartens

are missing. Not detected.

Certificates for

completion of lower

secondary education

are not available in

the register.

Deputy directors

without educational

activity.

Over-

coverage in

the source

Some service units as centers

for children and interschool

centers provide day care, not

educational services.

Not detected. There are

a lot of additional

variables collected

within the register, but

not needed for statistical

purposes. Not detected. Not detected.

Tertiary education registers

Quality

factor

Register of tertiary education

institutions and scientific

organisations

Register on students and

PhD students

Register of

graduated students

and PhD students

Register of academic

staff at the tertiary

education institutions

Relevance

of

population

and units

Tertiary institutions on main

sections and branches.

Suitable for statistical use.

Personal data on

students and PhD

students, covered by

tertiary education.

Suitable as statistical

units.

Issued diplomas for

tertiary education.

Suitable for

statistical use.

Academic staff of the

tertiary institutions for

the academic year.

Suitable for statistical

use.

Relevant

keys

BULSTAT unique

identification key for legal

units. Suitable for integration.

Incorrect UIN codes was not

found in the data source.

PIN (personal


Suitable for integration.

Small number of

incorrect PINs was

detected.

PIN (personal

identification

number). Suitable

for integration.

PIN (personal


Suitable for

integration.


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Relevance

of variables

Type of tertiary school,

method of financing, location

of branches. Suitable as

statistical variables.



date of birth,

citizenship, educational

level, specialty studied,

mode of attendance,

country of prior

education, instruction

hours, residence, status,

second specialty.

Variables suitable


gender, date of birth,

citizenship,

educational level

graduated, specialty

and mode of

attendance.



age, scientific degree,

academic position,

type of labour contract.

.

Relevance

of reference

time

The start of current academic

year.


of 15.11;


as of 01.03.

The first data collection

(as of 15.11) is suitable

for statistical use.

On-going data

collection. For

statistical purposes it

is suitable to receive

data for calendar

year.


of 15.11;


as of 01.03.

The first data

collection (as of 15.11)

is suitable for

statistical use.

Study

domains

The source contain variables

that could be used for

Education statistics domain.

The source contain


used for Education

statistics, social surveys

and Census.

The source contain


be used for

Education statistics,

social surveys and

Census.

The source contain


used for Education

statistics domain.

Updates

The structure and content of

the register is annually

updated before the start of the

academic year.

The structure and

content of the register is

annually updated before

the start of the academic

year.

The structure and

content of the


updated before the

start of the academic

year.

The structure and

content of the register

is annually updated

before the start of the

academic year.

Delivery

time


agreement.


agreement.

Stipulated in the

draft agreement.


agreement.

Duplicates

in the

source No duplicates detected

There are automated

checks in data source

for identifying and

removing of duplicate

cases.


will be performed. No duplicates detected.

Missing

values No missing values detected


will be performed.


will be performed.

No missing values

detected

Wrong

values

Incorrect referring of

branches of two colleges.

Correction performed on

database (source). Not detected.


will be performed. Not detected.


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Under-

coverage in

the source

Three religious tertiary

schools, created under the

Law on Religions, is not

included in the administrative

registers.

PhD students from

specific scientific

organizations are not

included in the register.

Data on graduated

PhD students is not

compete. Missing

data from specific

scientific

organizations, as

well as some

universities.

Other personnel

despite academic staff:

management staff,

specialists helping the

education process,

administrative staff,

service and support

staff.

Over-

coverage in

the source Not detected.

Not detected. There are

a lot of additional

variables collected

within the register, but

not needed for statistical

purposes. Not detected. Not detected.

The main identified problematic issues were:

- Incorrect UINs. Any legal entity in Bulgaria has a unique identification number (UIN).

The same number is used in the statistical surveys as well as in all national registers in Bulgaria.

This allows linking the information from the statistical surveys with the information available in

the registers. Some educational institutions are given incorrect code according to UIN in the

administrative data base and the last cannot be linked to the statistical register. To achieve the

project goals, the Project team prepared and provided to the MES list containing the correct UIN

codes, which was used to correct the information in the MES database. It was agreed that in case

of emergency of new institutions the UIN codes is obligatory to be entered correctly and that NSI

will support updating of the list;

- Incorrect referring of branches of educational institutions was detected due to which the

enrolled and educational staff were referred to the location of main unit. Following the project

team suggestion, some changes were done in the database structure thus allowing branches of

educational institutions and data connected to them to be re-referred to the settlement of their

real location;

- Data on the existing three religious tertiary schools, created under the Law on Religions,

is not included in the administrative registers. Due to some legislative obstacles (only schools

registered according to the Law on Tertiary Education is provided to be included), at present the

last cannot be officially included in the administrative registers and that’s why no agreement is

achieved on their inclusion for the moment. A decision is taken that a compromise solution

should be searched;

- There is under-coverage of PhD students in the administrative register. The last is due to

the fact that some of the scientific institutions given a right to conduct education of PhDs during

the last year are not included in the register. Following the project team recommendation, the

missing scientific organisations were added to the register and during the next data collection,


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the respective PhD students will be included. It was taken into consideration that such cases

should be included in due time on a continuous basis.

2. Evaluation of the possibilities for using the MES registers for production of

statistical information for Educational statistics

Possibilities for using the MES registers for production of statistical information for Educational

statistics were evaluated. Currently the administrative registers could provide approximately

80% of the required data, under the Commission Regulation (EU) No 912/2013 of 23 September

2013 as regards statistics on education and training systems (UOE data collection). Thus NSI

could replace the conducted 5 exhaustive statistical surveys with administrative data. However

there are still some issues based on the problems with coverage described above, which should

be resolved. The reference dates for pre-primary and school education are the same for NSI’s and

MES’s data, but there is a difference in the reference periods for tertiary education. The project

team decided that the reference date from the administrative register could be used, as a

compromise, which would not impact significantly the time series.

The compliance with the UOE was checked and following methodological discrepancies were

identified:

А. Pre-primary and school education

Methodological difference

Proposal for overcoming

1. Different reference dates for determining the

number of the enrolled students.

National Statistical Institute accepted a proposal the reference date to become 1st

of December instead 1st of October.

2 The absence of entries, for the students in the

separate schools and kindergartens located in the

headquarters and their branches, in the registers

of the Ministry of education and science.

Adding new fields in the Ministry of education and science registers, for the

purpose of identification of the branches and the provision of regional data for

the enrolled children and students, based on location.

3. The absence of a record for an enrolled student

for the first time (only for high school course and

professional colleges).

Adding a new field, where to be recorded "NO" only for those students who

return after suspension.

4. The need for a new code of profession/specialty

by The List of occupations in professional

education and training, acting for the 2017/2018

school year.

The adaptation of "The List" in accordance with the International standard

classification of education SCED-F 2013 and Classification of the fields of

education and training – 2015 of National Statistical Institute.

5. The absence of a record for a degree of academic

employment of the student in relation to the daily

form of training based on the annual number of

school hours in curriculum - compulsory program

Adding a new field, in which students in different from daily form of training, is

entered a number from 0,1 to 1,0. The number of school hours for the year for

the relevant form of training is divided by the number of hours of the daily


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and compulsory-selectable program. training form. The private is introduced with an accuracy to 0,1.

6 The absence of entries, for the students who left

during the previous school year for reasons

defined by NSI, in the register of the Ministry of

education and science.

Adding a new field with code of the reason for leaving as follows:

1. Prolonged illness

2. He moved to another school, for which there’s no confirmation.

3. Reluctance of the parents or student to continue the studies

4. Family reasons

5. Left abroad.

7. The need for new code for acquired

profession/specialty in accordance with The List

of occupations in professional education and

training, acting for the 2017/2018 school year.

Adding a field for the code of specialty from the updated “List” in accordance

with the International standard classification of education ISCED-F from 2013

and The Classification of fields of education and training 2015 of NSI

8. Inconsistency of categories of staff in education

according to the Bulgarian and European

legislation, the need for additional category code

for staff according to the classification of

Eurostat.

Entering a field for category code for staff according to Eurostat - Management

staff (Director with teaching position, Director without teaching position,

Assistant Director with teaching position, Assistant Director without teaching

position), teachers, other pedagogics professionals (educators, psychologists,

pedagogics advisors, speech therapists, school counselors, rehabilitation of

hearing and speech, co-tutors, choreographers, coaches in different sports),

teacher's Assistant, administrative staff (Secretary, accountant, cashier, host),

medical personnel (doctor, dentist , nurse), service and support staff.

9. The absence of a record of completed educational

degree of the pedagogics staff.

Entering a field with code for the highest level of education degree for all

pedagogics personnel - Primary, Secondary, Secondary general/professional,

Professional Bachelor, Bachelor, Master, PhD.

10. The absence of a record for the level of

employment of the management staff of the

school and teachers.

Entering a field for the level of employment of the Management staff and

teachers in relation to the annual standard curriculum. The rate of employment is

determined on a scale of 0,1 to 1, where value of 1 means full employment.

11. The absence of a record for the primary

employment of the management staff of the

school and pedagogics specialists by levels and

stages of the education.

Entering a field with code for the main employment (over 50% of school hours)

in: initial stage, middle school stage, high school stage.

B. Tertiary education

B1. Students in educational qualification degrees “Bachelor” and “Master” and in “PhD” degree



1. Difference in the scope of the studies of the NSI

and the entries in the registers of the Ministry of

education and science concerning the higher

Including annual data for higher spiritual schools in a separate module in the

registers of the Ministry of education and science for students, graduates and

academic staff. The software of the Ministry of education and science is used


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spiritual schools. and NSI is collecting the data based on the Statistics law. The best option is a

legislative change whereby the higher spiritual schools will be required to be

accredited in accordance with The Law for higher education.

2. Difference in the scope of the studies of NSI and

the entries in the registers of the Ministry of

education and science concerning the scientific

organizations, mentoring doctoral students.

The data should be entered in the register of the Ministry of education and

science from each scientific organization, mentoring doctoral students, rather

than a summary of Bulgarian academy of science and the NCAS, as is the

current practice.

3. The absence of entries in the register of students

for the highest degree completed from prior

education of each student.

Adding a new field the following nomenclature:

1. Secondary school

2. Secondary school with a degree of professional qualification

3. Professional Bachelor

4. Bachelor degree

5. Master’s degree

6. PhD

4 The absence of entries in the register of students

/doctoral candidates/ for the country in which

they completed their highest degree of education

prior present degree application.

Adding a new field. Data is collected and recorded in the Master’s degree after

completion of Bachelor.


/doctoral candidates/ for the country in which

they completed their secondary education.

Adding a new field. Data is collected and recorded in the Master’s degree after

completion of Bachelor.


for their current student status till 15th of

November.

1. Acting students to 15.11

2. From them - gone for short-term study abroad.

3. From current students - graduates (within term)

4. Students who interrupted their studies 5. Graduates to 15.11, given the right to

graduate over a period of 1 year before 15.11

7. The absence of a record for participation of the

students / doctoral candidates in international

programs during the previous academic year.

Adding a new field

8. The name of the first studied specialty / for

students / and name of the specialty / doctoral

candidates/.

Adding a new field

9. Code of the first specialty in accordance with

Classification of areas of education from 2008

Adding a new field. Applicable only for students.

10. Code of the first specialty of the students and the

specialty of the doctoral candidates in accordance

with Classification of areas of education from

2015

Adding a new field. Applicable only for students and doctoral candidates.

11. Name of the second studied specialty. Adding a new field. Applicable only for students.

12. Code of the second specialty in accordance with




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13 Code of the second specialty in accordance with



14. The absence of a record for enrolled student in

educational qualification degrees/ educational

sciences degrees, which the student has already

completed

Adding a new field. It needs to be indicate in the cases when the student is

enrolled in EQD/ESD for which has already completed specialty.

15. Contact hours of the student from the first studied

specialty.

Number of school hours - lectures and exercises for the corresponding specialty

and training.

16. Type of educational degree /for students/. 1. Professional Bachelor

2. Bachelor

3. Masters after secondary school

4. Masters after graduated Bachelor

5. Masters after graduated Professional Bachelor

17. Absence of characteristics of the newly enrolled

students.

1. Newly enrolled student in first year

2. Student transferred from another university

4. Student who restored his/her student rights

5. Student transferred from one specialty to another in the same university

18. Records of participation in a program for credit

mobility during the previous academic year.

Adding a new field

19. Records of approved academic credits from

studies abroad during the previous academic

year.

Adding a new field

20. Records for duration of the studies abroad during

the previous academic year.

Adding a new field

21. Country in which they have acquired the

academic credits during the previous academic

year.

Adding a new field

22. Type of program for credit mobility during the

previous school year, according to the method of

financing

Adding a new field.

1. Programme, funded by the EU

2. Other international or national program

3. Another program

Б2. Graduated students in educational qualification degrees “Bachelor” and “Master”



1. Country in which was obtained the highest degree of

education prior to present education.

Adding a new field.

2. Participation in international programs during the

studies.

Adding a new field. The data is gathered from the register of the acting and

suspended students.


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3. Code of the specialty in accordance with CAE

/National Statistical Institute-2015/

Adding a new field

4. New specialty in the same CAE. Adding a new field. It needs to be indicate in the cases when the student is

enrolled in EQD for which has already completed specialty.

5. Participation of the student in program for credit

mobility during the studies.

Adding a new field where to be recorded "NO" or “YES”

6. Number of recognized academic credits from

education abroad.

Adding a new field

7. Duration of the education abroad, in months. Adding a new field

8. Country in which the student enrolled in a program

for obtaining academic credits.

Adding a new field

9. Type of the program for credit mobility according to

the method of financing.

Adding a new field

- Program, funded by the EU

- Other international or national program

- Another program

Б4. Academic staff and other categories personnel in the schools for higher education



1. Employment of the academic staff according to

their contract – full time or part time working

day.

Adding a new field

2. Contact hours of the academic staff for the

current academic year.

Adding a new field, Hours for the current academic year.

3. Difference in the personnel categories according

to the Eurostat methodology and the personnel

categories in the schools for higher education.

Implementation of new system nomenclature for the personnel categories by the

Eurostat methodology as it follows:

Management staff (Chancellor/Director with teaching position,

Chancellor/Director without teaching position, Assistant Chancellor, academic

staff, specialists helping the education process (librarian, co-tutors,

choreographers, coaches in different sports), administrative staff (secretary,

accountant, cashier, host), medical personnel (doctor, dentist , nurse), service

and support staff.


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The overall conclusion based on the review done is that the administrative registers can replace

partially the NSI surveys and are a basis for filling in the UOE questionnaires (Commission

Regulation (EU) No 912/2013 of 23 September 2013). For the purpose additional tests and

comparisons of data have to be done.

The following issues are to be solved soon:

- Inclusion of the three religious tertiary schools in the administrative registers;

- Adoption of the classification of fields of education and training;

- Addition of new fields in the administrative registers on personnel categories at tertiary

schools and credit student mobility.

Solving these problematic issues will make possible replacement of the NSI surveys with data

from administrative registers.

3. Integration the registers data into IS Demography

Information system Demography comprises the whole process of data collection, editing,

processing and storage of row data, as well as production of statistical outputs on population

number and structures and demographic events in the country (births, deaths, marriages,

divorces, internal and international migration, change of citizenship).

The information is organised in statistical registers of the demographic events. Individual

microdata from administrative sources is uploaded on a monthly basis. These are edited, coded

and validated following classifications, rules and checks settled in advance.

The system maintains a statistical register of persons initially created based on 1992 census data.

The validated microdata on demographic events automatically update persons’ records stored in

the statistical register of persons.

Linkage of data from separate registers is based on unique person identification – PIN (personal

identification number) for Bulgarian citizens and third country national granted long-term or

permanent residence in the country; PNF (personal number of foreigner) for third country

nationals granted continuous residence status; PN (personal number) for EU citizens.

Statistical data on population number and structures is derived from the Statistical register of

persons at 31 December of the reference year. Breakdowns by sex, age, citizenship, country of

birth, territorial distribution (LAU2) and juridical marital status are available.

After 2011 population and housing census, Statistical register of persons is updated with census

data. Variable “Level of education completed” is added, the last derived from the census

questionnaire and referred to the census reference date. Variable coding is done according to

ISCED 2011. Due to different administrative and bureaucratic obstacles, within the period

following the 2011 census up to present days, no possibility is ensured for annual update of the

variable.


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Investigation of available information in the information systems of Ministry of Education is

done within the project frame, as well as its usage for statistical purposes. The main results from

the investigation are as follows:

-General overview

Diplomas issued for secondary education (ISCED 3), vocational education after secondary

(ISCED 4) and for tertiary education (ISCED 6 and 7) are registered. Diplomas of Bulgarian

citizens, as well as of third country nationals and EU citizens who have completed secondary and

tertiary education in Bulgaria are registered. Diplomas/certificates issued for basic (ISCED 1)

and primary education (ISCED 2) are not registered.

Diplomas of Bulgarian citizens who have completed secondary and tertiary education abroad are

not registered. Institution responsible for official recognition of diplomas for tertiary education

completed abroad (apostil) is NACID (National Centre for Information and Documentation).

These diplomas are used at labour market and educational institutions. NACID can provide

information on annual basis, which to be used for updating persons’ educational status, but a

coverage problem prevents the last. The problem is due to the fact that official legalization of

diplomas issued abroad is not compulsory for private employers i.e. not all persons issued

diplomas abroad legalise their diplomas in Bulgaria and no information is available if such

legalisation is not done. For the regulated professions, legalisation of diplomas on education

completed is done by the respective ministry or institution (i.e. diplomas of medical doctors are

legalised by the Ministry of Health) and the last information is not available at NACID as well.

NACID maintains register of persons who have ISCED 8 level of education completed, but

personal identifier (PIN, PNF, PN) is not available in it. Due to the last persons’ records cannot

be linked to IS Demography. Meetings and discussions are conducted between experts working

on the project and representatives of NACID on possibility to include persons’ identifiers into

the register, but due to administrative obstacles the last cannot be realised at this stage. The

problem is expected to be discussed again in the future and in case the persons’ identifier is

included into the register, the last will be used to link information with NSI information systems.

Registers of diplomas operate since 2012 and the final data available in IS Demography are

based on 2011 population census, which reference date is 1 February, i.e. there is a period of 11

months, for which data on persons who have completed secondary and tertiary education is not

available.

-Timeliness

Possibility to update persons’ records in the Statistical register of population as of 31.12. is

investigated in order to ensure comparability over the time of variable “level of education

completed” with the rest available persons’ characteristics.

-Content

Persons’ identifier (PIN, PNF, PN) is maintained in the NACID register, allowing linkage of

administrative data on diplomas issued with data on the same persons in the IS Demography

Statistical register of population.


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Necessary data for elaboration of a statistical register of diplomas for education completed is

available. There is also coherence between the classifications used by both systems.

-Conclusions

Investigation results show that the information available in the registers maintained by the

Ministry of Education cannot be directly used for production of statistics on population by

education completed, due to lack of information for lowest and highest educational levels. That’s

why additional actions should be undertaken for estimation of missing data, searching of

additional data sources or application of other statistically meaningful methods.

Lacking some data could be also overcome through publication of aggregated information at

lowest and highest levels of education, but the last will decrease the accuracy of output data.

Nevertheless, Ministry of Education registers information will be integrated into IS

Demography. After signing and entry in force of an agreement between NSI and ME, the

following actions will be undertaken:

Data on registered diplomas within the period 2012 – 20хх will be analysed in advance

and processed to identify the highest level of education completed for each person.

Initial upload of the field “level of education completed” in the IS Demography

Statistical register of persons will be done based on data on diplomas registered up to the

moment. Procedure is already elaborated and tested.

Statistical register of diplomas of education completed will be elaborated containing

procedures for data validation, as well as functionality for updating of the field “level of

education completed” in the IS Demography Statistical register of population.

One of the main directions in the development of the national statistical system of the wider use

of data from administrative registers. Use of administrative data considerably decreases the

burden of national statistical offices as well as financial burden for conduction of surveys.

There is also an expected user need for more frequent census-like data, especially on population

topics. Integration of administrative data on registered diplomas on education completed into IS

Demography will contribute considerably provision of information on the population educational

status.

Successful integration of these data will also influence positively the social surveys in the

households and of persons, due to the fact that general population used as basis for sampling is

updated annually with data from IS Demography. Availability of data on education completed

and its annual update will lead to decrease the respondents’ burden and increase the quality of

output data.

4. Testing a procedure for implementing the administrative data on education as an

additional source of information in 2021 Census

In general, NSI of Bulgaria has an experience in usage of data form administrative registers from

2011 Census. During the census, the Population register data, data from registers of the National


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Social Insurance Institute and of the Ministry of Interior are used for checking and correction of

the census coverage, as well as for provision of information on economic activity and profession

topics.

In particular, Ministry of Education registers data is used for checking the definition on “Place of

usual residence” of some special population categories and namely “Primary and secondary

school pupils and students and Tertiary students”.

National Statistical Institute of Bulgaria is planning the next, 2021 census as a traditional one,

using two methods for registration - paper and on-line questionnaires.

Following provisions of Commission Regulation (EU) of implementing Regulation (EC) NO

763/2008 of the European Parliament and of the Council on population and housing Censuses as

the technical specifications of the topics and their breakdowns, topic “Education” will be

included in the census programme, covering the following questions:

Educational attainment - refers to the highest level successfully completed in the educational

system of the country where the education was received. All education which is relevant to the

completion of a level shall be taken into account even if this was provided outside schools and

universities.

ISCED level 0: Less than primary education;

ISCED level 1: Primary education;

ISCED level 2: Lower secondary education;

ISCED level 3: Upper secondary education;

ISCED level 4: Post-secondary non-tertiary education;

ISCED level 5: Short-cycle tertiary education

ISCED level 6: Bachelor’s or equivalent level;

ISCED level 7: Master’s or equivalent level;

ISCED level 8: Doctoral or equivalent level

A pupil/student is every person enrolled in an educational programme of formal education according

to ISCED irrespective of the mode of attendance. Formal education includes the educational

programmes implement in the legitimate educational institutions created according to the existing

legal order.

Are you studying at present? – provides information on persons (regardless studying only or

studying and working) enrolled in state, municipality or private educational establishments,

irrespective the mode of attendance who acquire an educational level and/or professional

qualification at its completion.

Are you studying in the settlement you are living in? – provides information on persons

travelling for study on a daily basis to a settlement different from their usual residence.


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Are you literate? – provides information on population literacy according to UN definition.

Based on the investigation of information available in the MES registers and possibilities the last

to be used for 2021 census purposes, the following can be concluded:

Regarding the question on “highest level of education completed”. Due to the limitations

detected and namely lack of information on the lowest and highest educational degrees, the

direct usage of MES registers as source of data is not seen as advisable and that is the reason to

decide inclusion of question into the census questionnaire.

Despite this limitation and in order to minimize the respondents burden, as well as to perform

control at self-completion of questionnaires, the question will be included in the on-line

questionnaire as the information will be prefilled in the application based on persons’ identifier.

Information will be used also for overall control of data collected through paper and on-line

questionnaires on the topic “education”.

Regarding the question „Are you studying at present?“ Information available in the MES

registers is quite enough, its coverage and quality are sufficient to identify persons who are

enrolled at educational establishment at the census reference date. The last is the ground to

suggest dropping out the question from the census questionnaire.

Regarding the question „Are you studying in the settlement you are living in?“ There is an

information in the registers on the address of educational establishment and the address of

persons’ residence, as well as on the mode of attendance. In theory, the last makes possible

identification of persons who are enrolled at educational establishment and travel on a daily basis

at the census reference date. Nevertheless, this information will not be gathered directly during

the 2021 census, due to necessity of additional investigation whether and to what extent the

registered residence of a person fulfills the usual residence definition.

Information will be used for overall control of data collected on location of educational

establishment reported by persons and the available data in MES registers.

Regarding the question „Are you literate?“ Even the question on literacy is a subjective one,

there is no other source of data on literacy existing in the country. The last, as well as the

necessity of comparable data between the censuses is the reason to keep the question in 2021

census.

In general, MES registers data will be used like during the previous census for checking

coverage and appropriate application of usually resident population definition for pupils and

students.

5. Testing a procedure for implementing the administrative data as an additional data

source for regular social surveys


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Detailed review of the possibilities to used MES registers in the social surveys is done in three

directions:

-public health statistics domain;

-statistical use for core variables in sample households surveys: Survey on income and living

conditions (SILC), Adult education survey, European helath interview and ICT (households);

-detailed review and testing of the procedure for EU-SILC.

5.1. Evaluation of the possibilities for using the MES registers for improving data

quality in the field of Public Health statistics

Bodies of Statistics in the field of public health statistics are the National Statistical Institute, the

National Center for Public Health and Analyses at the Ministry of Health and "Medical

Activities" Directorates of Regional Health Inspections. The activity is performed through

conducting statistical surveys by the two administrations as well as by their regional offices.

The surveys carried out by the two institutions ensure information on the main public health

statistics domains as defined in the Regulation (EC) No 1338/2008 of the European Parliament

and of Council of 16 December 2008 on Community statistics on public health and health and

safety at work:

Health Care Statistics (incl. Health expenditure)

Health status and Health determinants

Causes of Death Statistics.

Health care statistics – non-expenditure data: includes data on health care resources (staff and

facilities) and activities (hospital and ambulatory services). Data are provided to Eurostat in the

framework of Joint Data Collection on Non-monetary Health Care Statistics –

OECD/EUROSTAT/WHO-EUROPE questionnaire. A focal point and responsible institution on

providing data to the three organizations is the NSI. The public health statistics experts work

continuously and try to fill the data gaps on different indicators. Furthermore, continues the work on

improving the quality of statistical information in the field. In this respect different possibilities are

investigated and administrative data sources are studied.

Register of institutions within the system of pre-primary, primary and secondary education

– public register of the institutions within the system pre-primary, primary and lower secondary

education containing information on each school, kindergarten or service units in the Republic of

Bulgaria, as well as the profiles and professions studied by settlements, type of school and

method of financing;

The register was studied as data source on kindergartens in the country. All kindergartens have

medical personal employed, which have to be covered in order to provide data on practicing

physicians, midwifes, nurses.


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The NSI carried out an exhaustive survey ‘Crèches’ annually. Detached crèches as well as

groups in kindergartens are covered. Sources of data are detached crèches and groups in

kindergartens. Data on personnel, places in crèches and number of children as well as their

distribution by age as of 31.12. are collected. Crèches are set up to support families in raising

children up to the age of three years and to ensure their normal physical and mental development

in accordance with the Law on Health and Ordinance № 26/18.11.2008 of the Minister of Health.

Crèches are organizationally distinct structures, where medical and other specialists raise,

educate and train children aged from three months to three years. Groups for children aged

between 3 months and 3 years could be opened at daily and weekly kindergartens as the

organization of work there do not differ from the work of detached crèches.

The Register of institutions within the system of pre-primary, primary and secondary education

could be used in order to ensure complete coverage of the surveyed establishments.

The administrative data source was evaluated in respect to:

Coverage

Timeliness

Classifications used

Relevance

Conclusions

The presence of correct unique identification number (UIN) is the most important precondition

for usage of the register as described in details above (see Sub-action 1, 1.).

Coverage – in regard to the form of ownership of the kindergarten - all public kindergartens are

covered. Concerning private establishments - additional data source have to be used.

Timeliness – the register is updated yearly in September. This allows using it for quality and

timely preparation of the survey ‘Crèches’ for the reference year (the information is collected via

electronic form).

Classifications used – standard statistical classifications are not used, but through additional

processing data can be used.

Relevance - data can be used for checking coverage of the survey as well as for quality and

timely preparation of the electronic form concerning public kindergartens.

5.2. Evaluation of the possibilities for using the MES registers for core variables in sample

households surveys

Sample household surveys are conducted in the framework of the European Statistical System on

a harmonized basis and with a high degree of comparability among EU Member States. All of

them are stipulated in the Commission Regulation.


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All surveys’ questionnaire contain Background module on demography and socio-economic

status of the respondents. Information has to be collected on the so called Core variables. One of

them is the Highest level of education completed, based on ISCED-2011 classification

(Educational attainment - HATLEVEL).

Possible data sources on Core variable HATLEVEL from MES registers

HATLEVEL (Based on

ISCED-2011

classification)

Possible data source Statistical use

0 early childhood

development, pre-

primary education

Data is missing in MES registers

1 primary education

2 lower secondary

education

Register of certificates

and diplomas issued for

completion of lower

secondary and upper

secondary education, as

well as for the level of

professional qualification

acquired

PIN of persons is available. This

enables linkage of information

on respondents in the sample.

Possibilities for prefilling data.

Data on persons who have

completed their education prior

to 2011 is missing. Data on

completed lower secondary

education is not complete.

3 upper secondary

education

4 post-secondary but

non-tertiary education

5 tertiary education;

short-cycle Category does not exist in BG.


bachelor level

or equivalent Register of graduated

students and PhD

students




Possibilities for prefilling data.

Data on persons who have

completed their education prior

to 2011 and abroad is missing.


master level or

equivalent


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doctoral level or

equivalent




Under-coverage of the register

information is found.

Investigation results show that the information available in the registers maintained by the

Ministry of Education cannot be directly used for production of statistics on population by

education completed, due to lack of information for lowest and highest educational levels, which

is described in details above in this document (see section integration the registers data into IS

Demography). Additional actions should be undertaken for estimation of missing data, searching

of additional data sources or application of other statistically meaningful methods. However the

register data could be used for validation procedures (data checks) and as a source for data

imputations.

Further investigations of the data source will be performed in order to prepare procedure for

statistical use of the registers in sample household survey.

5.3 Evaluation of the possibilities for using the MES registers for EU-SILC

The project team choose EU-SILC (which periodicity is yearly) for more detailed review of

possibilities to use administrative data and to test procedures for implementing it.

It is identified that MES registers data can be used for EU-SILC purposes to receive data on the

following target variables:

• PE010: CURRENT EDUCATION ACTIVITY

• PE020: ISCED LEVEL CURRENTLY ATTENDED

• PE030: YEAR WHEN HIGHEST LEVEL OF EDUCATION WAS ATTAINED

• PE040: HIGHEST ISCED LEVEL ATTAINED

• PY140G/PY140N: EDUCATION-RELATED ALLOWANCES

Combined method for data collection is introduced in 2016 based on use of CAPI and PAPI

interview. All households and persons from the previous survey waves are interviewed using

electronic devices, representing about 70% of households and persons participating the survey.

At preparation of data entry programme (DEP), part of data from the previous survey waves is

uploaded at the database of the electronic devices. During the interview, the interviewers just

confirm the existing information or make a change if necessary. The availability of individual


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data from MES registers will make possible to upload the last in advance, which will be quite

useful in validation of information on income from scholarship received by respondents who

point the last as a source of income. Initial data will be processed and based on the last an

estimation of the reliability of data will be done. Based on this estimation, a decision will be

taken whether to keep questions on education (uploading them in advance for confirmation or

correction by the interviewers) or to drop them from the questionnaire and to use administrative

data instead. If the reliability of data is estimated as good, the administrative registers will be

used in other social survey also.

Usage of administrative data will increase data quality and decrease respondents burden.

Additionally registered data would be used for the special weighting procedure:

The education is one of the most correlated with poverty variables. For that reason, the persons’

education is quite important. The last is also involved in the EU-SILC weighting procedure.

Every person in cross-sectional sample should have an individual weight. For the purpose,

personal base weights need to be created. Calculation of personal base weights is based on the

last year base weights plus adjusting for attrition at individual level. To do the last, response

propensities for each successfully surveyed person must be known. Estimation of these

propensities is based on a logistic regression model and the educational level is one of the

independent variables in this model. In case the information on a person education is missing,

this person should be removed from model i.e. response propensities and weight for this person

will not be available. To solve the problem, the education of a person must be imputed. In such

cases, availability of data on education from administrative sources could be very useful for

correction of missing. This information can be used as an auxiliary variable for calibration of

weights to removing the difference between persons’ education from different surveys.

6. Preparation of agreement for strategic partnership between NSI and MES for the

usage of administrative data.

Draft version of the agreement for strategic partnership between NSI and MES for the usage of

administrative data was prepared and already first round of the coordination procedures was

held. The agreement is modelled as a bilateral contract between two institutions and will be

signed by the president of NSI and Minister of education and science. The agreement covers data

that will be provided from MES to NSI as well as data from NSI to MES. The second round of

the coordination procedures will be performed next month for the determination of the final

version of the agreement.

Sub-action 2


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1. Evaluation of the suitability and reliability of the administrative registers of NRA

and NSSI.

National Revenue Agency information systems were investigated, as well as applicability of data

for the statistical purposes. There is number of indicators and great amount of information stored

there, which can be used in different statistical fields. At the same time, it was determined that

the information available at the NRA databases is provided to the NSSI.

So, in order to spare resources, it was decided that the information needed for statistical purposes

will be derived from the NSSI registers thus avoiding double work of the experts from different

institutions.

That’s why finally data and indicators available at the registers of National Social Security

Institute were also investigated in details. Base on the last, it was decided that the following

information could be used for the NSI purposes:

1. Register of Insured persons

- PIN

- Reference year/month

- Demographic characteristics – age, sex

- Employment status of the insured person

- Sector of economic activity

- Profession

- Gross and net insurance income

- Benefits paid by type

- Taxable income

- Contributions on voluntary insurance

- Monthly tax

2. Register “Pensions”

- Person ID, sex

- Type of pension

- Country region

- Type of pension (personal/survivors)

- Basic pension amount

- Pension supplements (old age, survivors, etc.)

- Amount to be paid

- Amount to be paid plus supplements

- Total length of insurance

- Group of disability assigned

3. Register of benefits paid under Code of Social Insurance

Function “Unemployment”

- PIN/ foreigner number

- Address


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- Level and type of education

- Sector of economic activity

- Profession

- Length of insurance

- Start and final date of payment

- Benefit amount

Function “Maternity”

- PIN/ foreigner number (year, month, sex)

- Child rank


- Benefit amount paid for a given month

Function “Sickness”

- PIN/ foreigner number (year, month, sex)

- Reason for loosed working capacity


- Benefit amount paid for a given month

2. Evaluation of the possibilities for better usage of the NRA and NSSI registers for

production of statistical information. Evaluation of the possible usage of these

registers to replace collecting some variables in the traditional census with a register

based one.

The new agreement between NSI and NSSI was signed. It covers not only detailed list of

information to be exchanged, but also type of data exchange. It is envisaged that individual data

will be exchanged, based on person’s ID (PINs). No direct access to the respective databases is

envisaged, but preparation and upload of the necessary information. For the purpose, both

institution will maintain specialized servers, where the information will be uploaded in an agreed

date and format.

After investigation, the project team decide that admiistrtive registers could be used for checking

the census coverage wit a relative procedure. A comparison will be performed with data received

from the following administrative registers:

• Register of Insured Persons,

• Register of Pensions;

• Register of Unemployed.


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Information from those administrative registers will be processed as follows: merging in one

database; check and deletion of doubled records; check of codes according to NACE and ISCO

(national versions); checks of the nomenclatures and codes; re-coding if necessary; checks for

missing record’s elements.

The combined records from administrative registers will be compared with the census micro

database based on persons’ identifier and following predefined rules. As a result, a list of persons

who are not included in the census micro database will be created.

Administrative register will be also used for validation and imputation of the obligatory variables

“Occupation” and “Industry”.

Aditionally administrative data from NRA and NSSI could be used for estimation of the number

of practicing pharmacists in accordance with the Eurostat methodological guidelines and

definitions of the practicing medical specialists (Joint Data Collection on Non-monetary Health

Care Statistics – OECD/EUROSTAT/WHO-EUROPE questionnaire). Currently an exhaustive

annual survey ‘In-patient, outpatient and other health establishments’ is carried out by the

National Statistical Institute. The aim of this statistical survey is to provide data on health

network by type of health establishments, their regional distribution as well as on medical

personnel by specialty and categories. This survey provides information on pharmacists

practicing in health establishments, but all pharmacists practicing in pharmacies are not covered.

After first reciving of the individual data in accordance with the agreement, the possibility for

using a real data from the Register of Insured persons to estimate the number of practicing

pharmacists in the country will be studied in detail.

Furthermore, the data on number of all practicing medical specialist obtained through the NSI’s

exhaustive annual survey will be verified and the possibilities for improving the quality of the

statistical data will be investigated.

3. Testing a procedure for implementing the administrative data as an additional data

source of information for regular social surveys.

3.1. Evaluation of the possibilities for using the NRA and NSSI registers for core

variables in sample households surveys

The registers maintaned by the NRA and NSSI were investigated in order to use them to derived

information on some Core variables applied in population based sample surveys like EHIS,

AES, ICT-HH and SILC.

Core variables and possibilities to use administrative data sources

Variable Answer categories Possible Data source Assessment

Self-declared labour status

(MAINSTAT)

10 Carries out a job or

profession, including unpaid

work for a family business or

holding, including an

apprenticeship or paid

Register of Insured persons

Possible linkage of the

Register information with the

statistical data. Information

on economical activity of the


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traineeship, etc.

20 unemployed

31 pupil, student, further

training, unpaid work

experience

32 in retirement or early

retirement or has given up

business

33 permanently disabled

34 in compulsory military or

community service

35 fulfilling domestic tasks

36 other inactive person

Register of benefits paid

under Code of Social

Insurance

Function “Unemployment”

Register “Pensions”

Not applicable category

insured person is available at

the time of inclusion into the

Register. Statistical

classification NACE is not

updated for all records.

Information can be used for

validation and imputation and

after additional processing.




can be used for validation

and imputation.





and imputation and after

additional processing.

Full or part-time work

(FT_PT)

1 full-time

2 part-time

Information is missing in the

investigated administrative

registers.

Status in employment

(JOBSTAT)

10 self-employed

21 employee with a

permanent job/work contract

of unlimited duration

22 employee with a

temporary

job/work contract of limited

duration

Register of Insured persons Possible linkage of the




and imputation.

Occupation in employment

(JOBISCO)

ISCO-08 coded at 2- digit

level) Register of Insured persons Statistical classification

ISCO is not up-to-date for all


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records. ISCO 88 and ISCO

08 are used. Information can

be used for validation and

imputation.

Economic sector in

employment (LOCNACE)

NACE Rev. 2 - sections Register of Insured persons Statistical classification

NACE is not up-to-date for

all records. NACE Rev.1 and

NACE Rev.2 are used.

Information can be used for

validation and imputation.

Conclusions

The presence of correct unique identification number (UIN) is the most important precondition

for usage of all registers maintaned by NSSI as described in details above (see Sub-action 1, 1.).

Coverage – Full coverage of Register “Pensions” and „Register of benefits paid under Code of

Social Insurance“; Register of Insured persons – covers persons with registered labour contracts.

In thes respect, under-coverage is observed.

Timeliness – Registers are updated on continiuos basis, at event occurrence. Information from

Register “Pensions” and Register of Insured Persons is provided to NSI one month after the end

of reference year, the last considered fully satisfactory. As provided in the Agreement signed

between both institutions, preliminary data from the Register of Insured Persons will be provided

on a quarterly basis also. At present these data are not available due to problems with safety

connection between institutions. Timely provision of administrative data will make possible the

qualitative and timely preparation of the sample surveys, which mode of data collection is CAPI.

Classifications used – standard statistical classifications are used. Main disadvantage is the usage

of different NACE and ISCO Revisions in one field. In order to be used, the information have to

be additionally processed.

Relevance - Information can be used for validation and imputation.

As a general conclusion, linkage of information from the investigated NSSI registers and

statistical data is possible based on PINs. However, it have to be taken into account that

according to Core variables definitions, the information on economic activity of surveyed

persons should be collected based on self-determination. In other words, NSSI register data can

be used for validation and imputation of missing information.

Evaluation of the possibilities for using the NRA and NSSI registers for EU-SILC

The project team decide to to test the procedure for EU-SILC, as it collects data for income

(salary, benefits, penssions and other income).

Main purpose of EU-SILC is to collect information on persons and household income necessary

for calculation poverty and social inclusion indicators. In practice, part of the respondents is not

inclined to declare or misrepresent their income for the reference period. The last is mostly


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referring to self-employed persons and to employed pensioners. To improve the information

quality and to minimize lacking data, during the last years the NSI experts undertaken actions to

provide data from administrative registers of National Revenue Agency (NRA) and National

Social Security Institute (NSSI). For the purpose, an official letter is sent to both institutions,

requesting individual data. Information requested is as follow:

1. Annual data on retired persons (from register “Pensions” of the National Social Security

Institute)

• size of pensions received – by type and months;

• size of supplements to pensions – by type and months;

• size of extra benefits and allowances received – by type and months.

2. Annual data on persons receiving benefits and allowances under the Social Insurance Code

(register of benefits of the National Social Security Institute)

• size of benefits received – by type and months;

• size of allowances received – by type and months.

3. From the declaration “Data on insured person” by months

• type of the insured;

• economic activity of insured person;

• profession of insured person;

• gross remuneration;

• net remuneration;

• income on which social insurance contributions for the State Public Insurance are due;

• social insurance contributions

• due by the employer (to the State Public Insurance funds)

• due by the insured person (to the State Public Insurance funds)

• monthly tax charged

Data received is used for creation of the following target variables:

• PY010G/PY010N: EMPLOYEE CASH OR NEAR CASH INCOME

• PY030G: EMPLOYER'S SOCIAL INSURANCE CONTRIBUTION

• PY050G/PY050N: CASH BENEFITS OR LOSSES FROM SELF-EMPLOYMENT

• PY090G/PY090N: UNEMPLOYMENT BENEFITS

• PY100G/PY100N: OLD-AGE BENEFITS

• PY110G/PY110N: SURVIVOR’ BENEFITS


www.nsi.bg

• PY120G/PY120N: SICKNESS BENEFITS

• PY130G/PY130N: DISABILITY BENEFITS

• PY200G: GROSS MONTHLY EARNINGS FOR EMPLOYEES

Up to 2015 data received from NRA and NSSI registers is used for validation of information

gathered through paper questionnaire or to accomplish missing information. In 2016, at

introduction of the electronic interviewing, part of this information was uploaded in the database.

A message was also provided if data from administrative sources is available and the last was

only to be confirmed or corrected in case of discrepancy. Based on the interviewers’ feedback,

the information provided in advance has been used in great part of the interviews.

4. Enlarging the scope of the existing agreement between NSI and NRA, as well as

between NSI and NSSI, with inclusion of new data to be supplied by the two bodies

The agreement already signed between NSI and NSSI on provision the entire information

maintained in the NSSI registers will ensure regular information on persons receiving pensions

(by type and size), as well as information on insured persons (type of insured, insurance income,

size of contributions paid). Concerning the agreement with NRA, data based on the annual tax

declarations is envisaged to be received, thus increasing quality of data on income from rental of

a property or land and income from interest dividents, profit from capital investments in

unincorporated business.

ANNEXES:

1. Draft version of an agreement for strategic partnership between NSI and MES for

the usage of administrative data.

2. Revised agreement between NSI and NSSI for the usage of administrative data.

Grant agreement 07112.2015.002-2015€¦ · REPUBLIC OF BULGARIA ... .347 In order to fulfill the...

Documents

Transcript of Grant agreement 07112.2015.002-2015€¦ · REPUBLIC OF BULGARIA ... .347 In order to fulfill the...