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Household Budget Surveys Working Group - 5-6 May 2003

The Household Budget The Household Budget Surveys in the Candidate Surveys in the Candidate

CountriesCountries

Item V.3.b) of the agenda

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Household Budget Surveys Working Group - 5-6 May 2003

The Household Budget Surveys in the Candidate Countries

1. Introduction

2. Main characteristics of the HBS in the Candidate Countries

3. Conclusion

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1. Introduction

Two types of actions are being carried out: To develop ad-hoc projects in order to fill current gaps of statistical information of the CC To prepare the integration of the CC in the ESS as fully active members before they become Member States

In this context, since June 2002 Eurostat has gathered different types of information about the HBS on the CC. Part of this information is presented here

The process of enlargement of the EU has created new requests for statistical information about the Candidate Countries

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1. Introduction

The methodological information presented in this document has two main purposes:

To allow the assessment of the comparability of the data tables supplied by the CC for the reference year 1999 To supply essential information required to plan the integration of the CC to the next round of HBS (for the r.y. 2005)

The information presented here is provisional because it is still under elaboration

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2. Main characteristics of the HBS in the Candidate Countries

Main objectivesCountry Aims of the survey

Bulgaria Estimation of Household income, expenditure, food consumptionCyprus Information of the consumption structure for the revision of the

weights of CPICzech Republic Detailed view of spending patterns of various kinds of householdsEstonia Information about the economic situation of households, calculation of

socio-economic indicatorsHungary To provide CPI weights, data source of NA household consumption

sideLatvia Information on qualitative and quantitative indicators of the standard

of livingLithuania Information on the income and expenditure of the populationMalta Updating the weights for CPI, research studiesPoland To provide data for CPI calculations and NARomania Poverty measurement and social protectionSlovak Republic Data for social politics, price statistics and NASlovenia Calculation of weights for CPI, NA, poverty analysisTurkey Determination of base year weights for CPI, indication of structural

changes in consumption patterns of private households, NA

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2. Main characteristics of the HBS in the Candidate Countries

Frequency

Country Frequency of the surveyBulgaria AnnualCyprus Every 5 yearsCzech Republic Continuous, annualEstonia AnnualHungary AnnualLatvia Continuous, annualLithuania QuarterlyMalta Every 5 yearsPoland AnnualRomania AnnualSlovak Republic AnnualSlovenia ContinuousTurkey Annual beginning from 2002

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2. Main characteristics of the HBS in the Candidate Countries

Sampling frame

Country Sampling frameBulgaria 10% master sample from the Census from 1992Cyprus List of households from the Census from 1992Czech Republic :Estonia Population register (minimum 15 years)Hungary Updated census dataLatvia Population register – more than 99% of the whole population of LatviaLithuania Population registerMalta Electoral database of Malta – people eligible to vote in Maltese electionsPoland Register prepared by the National CensusRomania Master sample based on Census from 1992Slovak Republic Population Census from 1991 and micro-census from 1996Slovenia Central Population RegisterTurkey Census Enumeration Sheets from 1990

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2. Main characteristics of the HBS in the Candidate Countries

Sample design

Country Sampling designBulgaria Two stage probability selectionCyprus Stratified systematic samplingCzech Republic Quota samplingEstonia Systematic random samplingHungary Stratified probability samplingLatvia Stratified probability samplingLithuania Stratified probability samplingMalta Systematic random samplePoland Random probability sampleRomania Systematic selection for the master sample and random selection for the

second stageSlovak Republic Quota samplingSlovenia Random probability sampleTurkey :

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2. Main characteristics of the HBS in the Candidate Countries

Response rates and representativityCountry Response rates Representativity

Bulgaria 1999: 60,3% :Cyprus 93,9% No categories underrepresentedCzech Republic Not applicable :Estonia 1999: 54% Very rich households are

underrepresentedHungary 1998: 57,6% after, 51,5 % before

substitutionUnderrepresented: - very old and young households - very rich households - urban households - households of self-employees

Latvia 1999: 76% after substitution No categories underrepresentedLithuania 77% Very rich and poor households are

underrepresentedMalta 38% :Poland 1999: 61,1% No categories underrepresentedRomania 1999: 88,4% No categories underrepresentedSlovak Republic Not applicable Very low and high income households

are underrepresentedSlovenia 81% :Turkey Not specified :

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2. Main characteristics of the HBS in the Candidate Countries

Definition of household

Country Commondwelling

Sharedincome

Sharedexpenditure

Shared mealsand/orkitchen

Personalties

Other

Bulgaria X X XCyprus X XCzech Republic X X XEstonia X XHungary X XLatvia X X XLithuania X X X X XMalta X XPoland X X XRomania X X XSlovak Republic X XSlovenia X XTurkey X X X X X

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2. Main characteristics of the HBS in the Candidate Countries

Definition of household membership

BG CY CZ EE HU LV LT ML PL RO SK SI TR

Normal resident, related to head/spouse X X X X X X X X X X X X XResident employee, domestic servant living in household X X X X X X X XResident border, tenant X X X X X X XLong term absentee present during recording period X X X X X X XVisitor X X X X XResident temporarily away X X X X X X X X XLong term absence with household ties: - students, boarding school pupils X X X X X X X X X - hospitalised persons etc. X X X X X X X X X

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2. Main characteristics of the HBS in the Candidate Countries

Head of householdCountry Head of household

Bulgaria Person chosen by the household membersCyprus Depends on the decision of the household membersCzech Republic In complete families always the adult maleEstonia Person with the highest incomeHungary One-family household: husband or male partner

Multiple family household: the oldest family headLatvia Person which contributes most to the household budgetLithuania Person with the highest incomeMalta Person contributing mostly to the budget of the householdPoland Person with the highest incomeRomania Based exclusively on the decision of the household membersSlovak Republic Person with the highest incomeSlovenia Person with the highest incomeTurkey Person which manage the household incomes and expenditures

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2. Main characteristics of the HBS in the Candidate Countries

Child-adult definitionCountry Child-adult definition

Bulgaria Persons younger than 18 are childrenCyprus Child-adult definition can be adapted to the purpose of the analysisCzech Republic All under 16 or students under 26 are childrenEstonia Children are household members aged 1-15Hungary Dependent persons under 20 attending school are childrenLatvia Persons younger than 18 are childrenLithuania Persons younger than 18 are childrenMalta Persons younger than 18 are childrenPoland Persons under 25 unmarried and without own incomeRomania Persons younger than 18 are childrenSlovak Republic Persons younger than 15 are children, if students under 28Slovenia Children are persons with under 14 yearsTurkey No distinct child-adult, everybody over 12 years has been asked at the

questionnaire

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2. Main characteristics of the HBS in the Candidate Countries

Concept of consumption expenditure

Country Actual finalconsumption

Final consump-tion expenditure

Monetaryconsumptionexpenditure

Other

Bulgaria X XCyprus XCzech Republic - - - -Estonia X XHungary XLatvia X XLithuania XMalta XPoland XRomania XSlovak Republic X X (in kind)Slovenia XTurkey X (1994) X (2002)

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2. Main characteristics of the HBS in the Candidate Countries

Evaluation of goods and services for own final consumption

Country Household Evaluation Evaluation Includedquestioned Method of price at time of

Bulgaria All households Average price quantity At purchaser’s price ConsumptionCyprus All households Average price quantity At purchaser’s price ConsumptionCzech Republic All households Average price quantity At purchaser’s price ConsumptionEstonia All households Evaluation by the household At purchaser’s price ConsumptionHungary All households Average price quantity At purchaser’s price Production

ConsumptionLatvia All households Evaluation by the household At producers price

At purchaser’s priceConsumption

Lithuania All households Evaluation by the household At purchaser’s price ConsumptionMalta Not measured Not measured Not measured Not measuredPoland All households Evaluation by the household At purchaser’s price ConsumptionRomania All households Average price quantity At purchaser’s price ConsumptionSlovak Republic All households Evaluation by the household

Average price quantityAt purchaser’s price Consumption

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2. Main characteristics of the HBS in the Candidate Countries

Evaluation of imputed rents for owners-occupiersCountry Categories Method used Stratification variables

Bulgaria - - -Cyprus - - -Czech Republic - - -Estonia - - -Hungary - - -Latvia - - -Lithuania Tenants-free rental

Tenants-reduced rentalSelf-assessment

Malta OwnedRented furnished

Rented unfurnishedWith emphyteusis

Used free-of-charge

User-cost method -

Poland - - -Romania - - -Slovak Republic Tenants-free rental

Tenants-reduced rentalSelf-assessment

Slovenia Tenants-free rentalOwners-occupiers

Self-assessment

Turkey Tenants-free rentalTenants-reduced rental

Owners-occupiers

Self-assessmentStratificationExtrapolation

SizeLocation

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2. Main characteristics of the HBS in the Candidate Countries

Transactions in existing goods

Country Transactions in existing goodsBulgaria -Cyprus Recorded for both the receiving and selling householdsCzech Republic Treated as gifts given and receivedEstonia Second-hand goods are treated as other goodsHungary Accounted as sales of propertyLatvia -Lithuania -Malta Impossible to identify except of second-hand carsPoland Included in Final Consumption ExpenditureRomania -Slovak Republic -Slovenia -Turkey Included in the total expenditure if coming from the same

month

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2. Main characteristics of the HBS in the Candidate Countries

Recording of health, education and other social benefitsCountry Concept selected for

health and educationexpenditure

Recording principle Other social benefits in kind

Bulgaria Net expenditure Non-monetary incomeCyprus Net expenditure -Czech Republic Gross expenditure -Estonia Net expenditure Some included into the income in kindHungary Net expenditure -Latvia Gross expenditure Evaluated services received from social

assistanceLithuania Actual final

consumptionNet expenditure Included into the consumption

expenditure in kindMalta Impossible to identify - ExcludedPoland No government transfers includedRomania Actual final

consumptionTogether with other goods and servicesreceived free of charge

Slovak Republic Actual finalconsumption

Net expenditure -

Slovenia Gross expenditure Layette assistance for a new born childTurkey Net expenditure 1994: Covered both consumption

expenditures and disposable income2003: excluded from the expenditure

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3. Conclusion

Strong points:

All CC conduct HBS regularly Generally, HBS in the CC are well organised and have good quality Surveys are annual in 11 countries Availability to participate in the EU HBS project

Weak points:

Problems of harmonisation No imputed rents for housing in eight countries