CGA overview

ORGANIC RELATIONSHIP

The Departamento de Apoio à Caixa Geral de Aposentações (DAC) is a Caixa Geral de Depósitos (CGD) department, what makes it structurally dependent of CGD Board of Directors. In what concerns its activity, it's the CGA Board that rules.

MAIN GOALS

  • To grant, on behalf of CGA, the following benefits:
    • Retirement pensions to civil servants;
    • Survivor pensions to their dependants;
    • Other minor pensions.
  • To manage and control employers and employees contributions;
  • To assist in the drafting of civil servants pension scheme regulations;
  • To provide all the necessary means to have CGA accounting done in accordance with the principles of sound financial management.

ORGANIGRAM

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Support division - NA

  • Technical / administrative and secretary support to the Executive Team;
  • Administrative support to Offices;
  • Maintenance of CGA library.

PLANNING AND FINANCE MANAGEMENT OFFICE - GAC-1

  • Prepares annual activity plans and budget and presents its reports;
  • Controls the use of budget appropriations and both expenditure and revenue in accordance with the principles of sound financial management;
  • Provides financial analysis and statistics about CGA pension scheme;
  • Supervision of the accounting division.

ACCOUNTING DIVISION

Transfers by Branch Subdivision

  • Classifies and registers expenditure and revenue documents received from Caixa Geral de Depósitos (CGD) branches;
  • Performs a monthly checking of CGA current account in what concerns debt payments and interests.

Current Accounts Subdivision

  • Controls current accounts;
  • Calculates interests on late payments;
  • Provides debt payment plans and controls its amortization;
  • Certifies the contributory situation of each scheme member.

Accounting Subdivision

  • Accounts all CGA operations - general and budget accounting;
  • Provides the necessary data for the elaboration of annual budget and budgetary corrections / for the estimation of the value to include in State Budget for civil servants pension scheme;
  • Organizes the accounting report files that are to be sent to the Court of Auditors;
  • Performs all other activities related to bookkeeping.

ORGANIZATION AND INFORMATICS OFFICE - GAC-2

  • Studies and makes suggestions about how to improve CGA services;
  • Development and implantation of computer systems (both hardware and software) convenient to CGA reality;
  • Provides software support;
  • Helps CGA personnel using the available informatic tools;
  • Studies and proposes pension claim forms and templates;
  • Ensures the necessary cooperation with other CGD departments, social security pension fund (manages private workers pension scheme) and other public entities.

LEGAL PORTUGUESE OFFICE - GAC-3

  • Provides in-house counsel / gives legal advisory services to other CGA offices and services;
  • Assists in the drafting of civil servants pension scheme regulations;
  • Represents CGA before judicial forums;
  • Maintains a database of national legislation and jurisprudence.

MEDICAL OFFICE - GAC-4

  • Evaluates scheme members requesting sick leave, process line of duty injuries, as well as disability pensions.

Medical commitee division

  • Administrative support to Medical office (ex: schedules medical committee meetings and communicates its results);
  • Manages the medical committee meetings.

RECEPTION DESK AND ENQUIRES AND COMPLAINTS SERVICE - SAC-1

  • Receives scheme members and pensioners;

Reception desk division

  • Receives scheme members and pensioners;
  • Answers to phone calls;
  • Accepts documents and provides statements emission.

Enquiries and complaints division - NER

  • Analysis and response to enquiries and complaints;
  • Provides statistics about frequently asked questions;
  • Manages the institutional mail box (cga@cgd.pt);
  • Studies and suggests adequate procedure changes to correct existing malfunctions.

REGISTRY SERVICE - SAC-2

  • Member registry;
  • Employer and employee contributions control;
  • Mail opening, digitizing, classification and distribution.

Mail opening division

  • Opens, digitizes, classifies and distributes mail;
  • General support functions.

Process opening subdivision

  • Classifies, manages files, receives and distributes mail.

Registry division

Registry 1.st and 3.rd subdivision

  • Updates the registry database;
  • Checks contributions;
  • Refunds undue contributions;
  • Corrects admittance forms incorrectly filled in / informs scheme members about forms filling and submitting procedures.

RETIREMENT AND MILITARY PENSION CLAIMS PROCESSING SERVICE - SAC-3

  • Processes retirement and military pension claims.

Retirement divisions I and II

Retirement I.1 to I.3 and II.1 to II.3

Retirement and military pensions division

Retirement and military pensions 1.st to 3.rd subdivisions

  • Performs reckonable period of membership final counting;
  • Checks if all the qualifying conditions are met and, if so, calculates the pension;
  • Changes pension value when due to causes other than ordinary update.

SURVIVOR PENSION AND RECKONABLE PERIOD OF MEMBERSHIP COUNTING CLAIMS PROCESSING SERVICE - SAC-4

  • Processes survivor pension claims;
  • Processes death benefit claims;
  • Processes retroactive admittance claims;
  • Processes reckonable period of membership counting claims.

Survivor pension and reckonable periods of membership counting processing divisions I and II

Survivor pension subdivisions I.1 to I.3 and II.1 to II.3

  • Processes survivor pension claims, checks survivor contribution debts and pays first monthly pension;
  • Processes death benefit claims;
  • Processes retroactive member admittance claims;
  • Processes retirement pension claims of migrant workers (Regulation EEC nº 1408/71);
  • Processes pension claims related to work accidents and occupational diseases;
  • Analyses issues related to survivor pension's former regime;
  • Processes reckonable period of membership previous counting claims;
  • Changes survivor pension value due to causes other than ordinary update.

Survivor pension and reckonable periods of membership counting processing division III

Survivor pension subdivisions III.1 to III.3

  • Processes survivor pension claims, checks survivor contribution debts and pays first monthly pension;
  • Processes retroactive member admittance claims;
  • Analyses issues related to survivor pension's former regime;
  • Processes reckonable period of membership previous counting claims;
  • Changes survivor pension value due to causes other than ordinary update;
  • Processes some special non-contributory pensions.

PENSION PAYING SERVICE - SAC-5

  • Pays retirement and survivor pensions, as well as special non-contributory pensions;
  • Prepares the list of new pensioners for publishing in the official newspaper;
  • Processes family allowances and death benefits (other than survivor pensions).

Pension paying division I

Pension paying subdivisions I.1 and I.2

  • Updates the scheme member's database concerning retirement pensions (new pensions, pensions changes, withholding, transfers by wire, discounts, pensions in debt, etc.);
  • Prepares the list of new pensioners for publishing in the official newspaper.

Pension paying and family allowances division II

Pension paying subdivision II

  • Updates the scheme members database concerning survivor pensions and similar (new pensions, pensions changes, withholding, transfers by wire, discounts, pensions in debt, etc.);
  • Pays survivor pensions and similar.

Family allowances subdivision

  • Processes family allowances claims;
  • Checks the maintenance of the qualifying conditions by the beneficiaries.

Pensions in debt subdivision

  • Processes pensions in debt claims.