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Monitoring and Evaluation of Public Employee Retirement System (PERS)

The objective of the technical cooperation is to contribute to a larger effort of building a system to monitor and evaluate the Public Employee Retirement System (PERS) in Brazil. The technical cooperation will contribute to the organization and construction of the data necessary to design and conduct pilot studies needed to develop the monitoring and evaluation system of Public Employee Retirement System (PERS) of Brazilian state and local governments (SLGs) based on administrative data produced by various entities of the federation. The technical cooperation contributes to the construction of a centralized system at the Secretary of Pensions that will provide actuarial evaluations for about 2100 PERS and compare the numbers with the actuarial evaluations sent by SLGs to the numbers produced by the federal government. This technical cooperation will provide the Secretary of Pensions with the tool it needs to ensure that it can effectively evaluate the actuarial situation of the pension funds and ensure the sustainability of the pension system that has more than 2100 funds. Importantly, this role of the Secretary of Pension regarding the sustainability of the system is fundamental as it affects directly the fiscal situation of states and municipalities. Furthermore, the technical cooperation will elaborate a detailed guideline for PERS with technical instructions for the elaboration of annual actuarial evaluations according to the requirements of the federal government.

Project Detail

Country

Brazil

Project Number

BR-T1357

Approval Date

November 22, 2017

Project Status

Closed

Project Type

Technical Cooperation

Sector

SOCIAL INVESTMENT

Subsector

PENSIONS & SOCIAL SECURITY

Lending Instrument

-

Lending Instrument Code

-

Modality

-

Facility Type

-

Environmental and Social Impact Category (ESIC)

Category C: Likely to cause minimal or no negative environmental and associated social impacts

Total Cost

USD 120,000.00

Country Counterpart Financing

USD 0.00

Original Amount Approved

USD 120,000.00

Financial Information
Operation Number Lending Type Reporting Currency Reporting Date Signed Date Fund Financial Instrument
ATN/OC-16497-BR Sovereign Guaranteed USD - United States Dollar Ordinary Capital Nonreimbursable
Operation Number ATN/OC-16497-BR
  • Lending Type: Sovereign Guaranteed
  • Reporting Currency: USD - United States Dollar
  • Reporting Date:
  • Signed Date:
  • Fund: Ordinary Capital
  • Financial Instrument: Nonreimbursable

Can’t find a document? Request information

Implementation Phase
https://www.iadb.org/document.cfm?id=EZSHARE-1084346316-13
Approved TC document
Solicitud del cliente.pdf
Dec. 20, 2017
English
https://www.iadb.org/document.cfm?id=EZSHARE-1084346316-14
Approved TC document
Terminos de Referencia BRT1357.pdf
Dec. 20, 2017
English
https://www.iadb.org/document.cfm?id=EZSHARE-1084346316-23
Approved TC document
Request from the client 2.pdf
Dec. 20, 2017
English
https://www.iadb.org/document.cfm?id=EZSHARE-1084346316-24
Approved TC document
Matriz de resultados BRT1357.xlsx
Dec. 20, 2017
English
https://www.iadb.org/document.cfm?id=EZSHARE-1084346316-27
Approved TC document
TC document BRT1357 public.pdf
Dec. 20, 2017
English
https://www.iadb.org/document.cfm?id=EZSHARE-1084346316-29
Approved TC document
BR-T1357_SSF.pdf
Jan. 24, 2018
English
https://www.iadb.org/document.cfm?id=EZSHARE-1084346316-30
Approved TC document
BR-T1357_SPF.pdf
Jan. 24, 2018
English
https://www.iadb.org/document.cfm?id=EZSHARE-1084346316-7
Approved TC document
Plan de Adquisiciones BRT1357.xlsx
Dec. 20, 2017
English
https://www.iadb.org/document.cfm?id=EZSHARE-242111225-5
Approved TC document
BR-T1357_SPF_20171025_1623.pdf
Jan. 24, 2018
English
https://www.iadb.org/document.cfm?id=EZSHARE-242111225-6
Approved TC document
BR-T1357_SSF_20171025_1623.pdf
Jan. 24, 2018
English
Preparation Phase
https://www.iadb.org/document.cfm?id=EZSHARE-1084346316-15
TC Abstract
TC abstract BRT1357.pdf
Nov. 06, 2017
English

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