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

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.