Annexes to COM(2016)551 - Common framework for European statistics relating to persons and households, based on data at individual level collected from samples - Main contents

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dossier	COM(2016)551 - Common framework for European statistics relating to persons and households, based on data at individual level collected ...
document	COM(2016)551
date	October 10, 2019

ANNEX I

Topics to be covered

Domain	Topic	Detailed topics
For all domains	Technical items	Data collection information
Identification
Weights
Interview characteristics
Localisation
Person and household characteristics	Demography
Citizenship and migrant background
Household composition
Health: status and disability, access to and availability and use of health care and health determinants	Disability and other elements of Minimum European Health Module
Labour market participation	Main activity status (self‐defined)
Elementary job characteristics
Educational attainment and background	Educational attainment level
Labour force	Person and household characteristics	Household composition ‐ additional specific details
Stay in the country
Reason for migration
Labour market participation	Employment status
Duration of contract
Details of contract
Full‐ or part‐time status ‐ reason
Dependent self‐employment
Supervisory responsibilities
Establishment size
Workplace
Working at home
Search for employment
Willingness to work
Availability
Second or multiple job(s)
Search for another job
Underemployment
Reconciliation of work and family life
Young people on the labour market
Labour market situation of migrants and their immediate descendants
Pension and labour market participation
Care needs
Job tenure, work biography and previous work experience	Start of job
Way job found
Career continuity and breaks
Elementary characteristics of the last job
Working conditions including working hours and working time arrangements	Working hours
Working time arrangements
Work organisation and working time arrangements
Educational attainment and background	Educational attainment ‐ details, including education interrupted or abandoned
Participation in education and training	Participation in formal and non‐formal education and training (4 weeks)
Participation in formal and non‐formal education and training (12 months)
Health: status and disability, access to and availability and use of health care and health determinants	Accidents at work and other work‐related health problems
Elements of the Minimum European Health Module
Income, consumption and elements of wealth, including debts	Income from work
Income from unemployment allowances
Income and living conditions	Person and household characteristics	Household composition ‐ additional specific details
Duration of stay in the country
Participation in education and training	Participation in formal education activities (current)
Educational attainment and background	Educational attainment ‐ details, including education interrupted or abandoned
Labour market participation	Characteristics of the workplace
Duration of contract
Employment status
Detailed labour market situation
Supervisory responsibilities
Job tenure, work biography and previous work experience	Previous work experience
Working conditions including working hours and working time arrangements	Calendar of activities
Working hours
Health: status and disability, access to and availability and use of health care and health determinants	Minimum European Health Module
Details on health status and disability
Children health
Access to health care
Health care
Access to health care (children)
Health determinants
Quality of life, including social, civil, economic and cultural participation, inclusion and wellbeing	Quality of life
Social and cultural participation
Wellbeing
Living conditions, including material deprivation, housing, living environment, access to services	Material deprivation
Children‐specific deprivation
Main housing characteristics
Housing conditions details, including deprivation and imputed rent
Housing costs including reduced utility costs
Living environment
Housing difficulties (including renting difficulties) and reasons
Use of services, including care services and services for independent living
Affordability of services
Unmet needs and reasons
Childcare
Income, consumption and elements of wealth, including debts	Income from work
Income from social transfers
Income from pensions
Other incomes, including income from property and capital and inter‐household transfers
Taxes and contributions actually paid after reductions
Total annual income at the level of persons and households
Over‐indebtedness, including reasons
Arrears
Elements of wealth, including dwelling ownership
Elements of consumption
Intergenerational transmission of advantages and disadvantages
Assessment of own needs
Health	Health: status and disability, access to and availability and use of health care and health determinants	Minimum European Health Module
Diseases and chronic conditions
Accidents and injuries
Pain
Mental health, including addictions
Functional limitations
Difficulties in personal care activities
Difficulties in household activities
Temporary limitation in activity (due to health problems)
Barriers to participation in specific life domains
Use of health and long‐term care
Medicine use
Preventive care
Access to health care
Height and weight
Physical activity
Nutritional habits
Smoking
Alcohol consumption
Social and environmental factors
Income, consumption and elements of wealth, including debts	Total household monthly income
Education and training	Person and household characteristics	Duration of stay in the country
Job tenure, work biography and previous work experience	Start of job
Labour market participation	Establishment size
Educational attainment and background	Educational attainment ‐ details, including education interrupted or abandoned
Educational background
Self‐reported skills
Participation in education and training	Access to information on learning possibilities and guidance (12 months)
Participation in formal education activities (12 months)
Most recent formal education activity ‐ details (12 months)
Use of information and communication technologies in most recent formal education (12 months)
Reasons for participating in most recent formal education (12 months)
Payment and hours of most recent formal education (12 months)
Outcomes and use of skills from most recent formal education (12 months)
Participation in non‐formal education activities (12 months)
Non‐formal education activities ‐ details (12 months)
Use of information and communication technologies in non‐formal education activities (12 months)
Reasons for participating in non‐formal education activities (12 months)
Payment and hours of non‐formal education activities (12 months)
Outcomes and use of skills from non‐formal education activities (12 months)
Obstacles to participation in education and training (12 months)
Informal learning
Income, consumption and elements of wealth, including debts	Total monthly household income
Use of information and communication technologies	Information society participation	Access to information and communication technologies
Use and frequency of use of information and communication technologies
Barriers and problems to use
Effect of use
Security, privacy, trust
Connection to the internet from anywhere
Digital skills
Internet activities
e‐Commerce
Interaction with public authorities
Income, consumption and elements of wealth, including debts	Total monthly household income
Time use	Person and household characteristics	Household composition ‐ details
Participation in education and training	Participation in formal education activities (current)
Health: status and disability, access to and availability and use of health care and health determinants	Minimum European Health Module
Living conditions, including material deprivation, housing, living environment, access to services	Possession of durable goods
Childcare
Care for sick and elderly
Working conditions including working hours and working time arrangements	Working hours
Working time arrangements
Income, consumption and elements of wealth, including debts	Production for self‐consumption and sell, reparations
Income from work
Total household monthly income
Allocation of time	Time use, types of activities
Parallel activities
Place of activity
Presence of others during the activity
Assessment of activity
Consumption	Person and household characteristics	Household composition ‐ additional specific details
Living conditions, including material deprivation, housing, living environment, access to services	Main housing characteristics
Participation in education and training	Participation in formal education activities (current)
Labour market participation	Duration of contract
Income, consumption and elements of wealth, including debts	Total annual income at the level of persons and households
Main income components
Taxes and contributions
Income in kind from non‐salaried activities
Imputed rent
Main source of income
Elements of wealth, including dwelling ownership
Debts
Arrears
Consumption by the classification of individual consumption by purpose (COICOP)
Cross‐border consumption expenditure by COICOP
Own consumption

ANNEX II

Precision requirements

Precision requirements for all data sets are expressed in standard errors and are defined as continuous functions of the actual estimates and of the size of the statistical population in a country or in a NUTS 2 region.

The estimated standard error of a particular estimate shall not be bigger than the following amount:

The function f(N) shall have the form of f(N)=a√N+b

The following values for parameters N, a and b shall be used:

	N	a	b
Labour force domain: precision requirements
Estimated (national) quarterly unemployment‐to‐population 15‐74 ratio	Country population aged 15‐74 residing in private households, in million persons and rounded to 3 decimal digits	7800	‐4500
Estimated (national) quarterly employment‐to‐population 15‐74 ratio	Country population aged 15‐74 residing in private households, in million persons and rounded to 3 decimal digits	7800	‐4500
Estimated quarterly unemployment‐to‐population 15‐74 ratio in each NUTS 2 region	Population aged 15‐74 in the NUTS 2 region residing in private households, in million persons and rounded to 3 decimal digits	See point 6
Income and living conditions domain
Ratio at‐risk‐of‐poverty or social exclusion to population	Number of private households in the country in millions and rounded to 3 decimal digits	900	2600
Ratio of at‐persistent‐risk‐of‐poverty over four years to population	Number of private households in the country in millions and rounded to 3 decimal digits	350	1000
Ratio at‐risk‐of‐poverty or social exclusion to population in each NUTS 2 region (see point 7)	Number of private households in the NUTS 2 region in millions and rounded to 3 decimal digits	600	0
Health domain
Percentage of population severely limited in usual activities because of health problems (age 15 years or over)	Country population aged 15 years or over residing in private households, in million persons and rounded to 3 decimal digits	1200	2800
Education and Training domain
Participation rate in formal education and training (age 18‐24)	Country population aged 18‐24 residing in private households, in million persons and rounded to 3 decimal digits	200	1500
Participation rate in non‐formal education and training (age 25‐69)	Country population aged 25‐69 residing in private households, in million persons and rounded to 3 decimal digits	400	2000
Use of information and communication technology domain
Percentage of individuals who ordered goods or services over the Internet for private use in the last year	Country population aged 16‐74 residing in private households, in million persons and rounded to 3 decimal digits	400	1300
Time use domain
Percentage of population aged 15 and over spending daily on average more than 10 % of time working in paid work	Country population aged 15 years or over residing in private households, in million persons and rounded to 3 decimal digits	900	3500
Consumption domain
Percentage of households whose expenditure on housing‐related categories including water, electricity, gas and other fuels, are more than 50 % of the total expenditure (See point 8)	Number of private households in the country, in millions and rounded to 3 decimal digits	600	1600

Where countries obtain negative f(N) values with the parameters expressed above, they shall be exempted from the corresponding requirement.

For the estimated unemployment‐to‐population 15‐74 ratio in each NUTS 2 region, the function f(N) is defined as follows:

For the estimated ratio at‐risk‐of‐poverty or social exclusion to population in each NUTS 2 region, those requirements are not compulsory for NUTS 2 regions with less than 0,500 million inhabitants, provided that the corresponding NUTS 1 region complies with this requirement. NUTS 1 regions with less than 100 000 inhabitants are exempt from the requirement.

For the time use and consumption domains, the precision requirements may be reached by combining microdata concerning a maximum of three successive years of observations. For those domains precision may be estimated and assessed using relevant alternative methods.

ANNEX III

Sample characteristics

Sample characteristics of the labour force domain shall include:

(a)

the national sample for the reference quarter (aggregation of consecutive reference weeks) shall be distributed uniformly in all the weeks of the quarter. The sample for the reference quarter (in each NUTS 2 region) shall be distributed in the 3 months proportionally to the number of weeks in each month;

(b)	the sample shall have an infra‐annual rotation scheme. There must be a minimum sample overlap of 20 % between the same quarters in consecutive years and of 50 % between consecutive quarters without taking into account attrition.

Without prejudice to point (e) of Article 7(1), data shall be provided for the full sample.

Sample characteristics of the income and living conditions domain shall include:

(a)	the sample shall have a minimum four‐year rotation scheme. If considered possible by the Member State, the sample shall have a six‐year or more rotation scheme;

(b)	without taking into account attrition, the sample shall be equally distributed over the years of the rotation scheme, except during the period of changes of the sample size.

Sample characteristics of the time use domain shall include: the reporting periods allocated to the sample units shall:

(a)	be distributed over a consecutive twelve‐month period;

(b)	include non‐working days;

(c)	be based on a random sample.

Sample characteristics of consumption domain shall include: the reporting periods allocated to the sampled units shall be distributed over a consecutive twelve‐month period.

ANNEX IV

Periodicity

For the labour force domain, the data shall be collected quarterly, annually, every two years and every eight years. Data on variables relating to ad‐hoc subjects shall be collected every four years.

For the income and living conditions domain, the data shall be collected annually, every three years and every six years. Data on variables relating to ad‐hoc subjects shall be collected every two years.

For the health domain, the data shall be collected every six years.

For the education and training domain, the data shall be collected every six years.

For the use of information and communication technologies domain, the data shall be collected annually.

For the time use domain, the data shall be collected every 10 years.

For the consumption domain, the data shall be collected every five years.

In order to avoid overloading some periods of data collection, the multiannual rolling planning established in Article 4 shall, where relevant, depart for a maximum of one year from the data collection periods for the domains mentioned in points 3, 4, 6 and 7 of this Annex.

ANNEX V

Data transmission deadlines

The Member States shall transmit the required data to the Commission (Eurostat) in accordance with the deadlines set out in this Annex.

For the labour force domain:

(1)

the Member States shall transmit pre‐checked microdata without direct identifiers, according to the following two‐step procedure:

(a)

during the first three years of implementation of this Regulation, as provided for in Article 11(4):

—	for quarterly data: within ten weeks of the end of the reference period,

—	for other data: by 31 March of the following year;

(b)

from the fourth year of implementation as follows:

—	for quarterly data: within eight weeks of the end of the reference period,

—	for other data regularly transmitted: by 15 March of the following year,

—	for other data concerning ad‐hoc subjects: by 31 March of the following year.

Where those deadlines fall on a Saturday or Sunday, the effective deadline shall be the following Monday.

The detailed topic income from work may be transmitted to the Commission (Eurostat) within fifteen months of the end of the reference period.

(2)	the Member States shall transmit aggregated results for the compilation of monthly unemployment statistics within 25 days of the reference or calendar month, as appropriate. If the data are transmitted in accordance with the ILO definition, that deadline may be extended to 27 days.

For income and living conditions domain, the Member States shall transmit pre‐checked microdata without direct identifiers, in accordance with the following deadlines:

(a)	concerning the variables for the data collection of year N, by the end of the year N, but in exceptional cases, provisional microdata concerning income may be transmitted by the end of year N and revised data, by 28 February of the year N+1;

(b)	concerning the variables related to the observation covering the years of the rotation scheme ending in year N, by 31 October of the year N+1.

For the health domain, the Member States shall transmit the pre‐checked microdata without direct identifiers within nine months of the end of the national data collection period.

For the education and training domain, the Member States shall transmit the pre‐checked microdata without direct identifiers within six months of the end of the national data collection period.

For the use of information and communication technologies domain, the Member States shall transmit pre‐checked microdata without direct identifiers by 5 October of the survey year N.

For the time use domain, the Member States shall transmit the pre‐checked microdata without direct identifiers within fifteen months of when the fieldwork is finished.

For the consumption domain, the Member States shall transmit the pre‐checked microdata without direct identifiers within fifteen months of the end of the reference year.