HBS business needs for future "Business needs" can be described as the explicit or implicit expectations of all stakeholders in the area of HBS within the ESS. These are - on the one side - users of those statistics like the general public, the policy makers or the research community. On the other side, it concerns also the needs of the producers of the HBS data and statistics, so mainly the NSIs and Eurostat. For this TF the producer needs–(the NSIs and Eurostat needs) are more in the focus Erika Taidre Eurostat, Unit F4 TF Innovative tools & sources for HBS 12-13 December 2017

Outline HBS data HBS developments Business needs for future HBS Business needs for HBS The first I will describe HBS data (Eurobase datasets, HBS 2015 data structure and classifications used for HBS). Then I will talk about HBS developments for 2020 and 2025 as much we are aware at the moment. Having presented these items we should be ready to describe and discuss the future needs for HBS.

HBS data on the Eurostat website (1988, 1994, 1999, 2005, 2010) So I will start with the HBS data: HBS data is published on Eurostat website in folder POPULATION AND SOCIAL CONDITIONS – CONSUMPTION EXPENDITURE OF PRIVATE HOUSEHOLD (HBS) There you can find data for HBS 1988, 1994, 1999, 2005, 2010 (5 waves) HBS 2015 wave data will be published the nearest future (but not with all the countries)

HBS data on the Eurostat website From Eurostat website you can find 3 types of tables: 1 Type: Mean consumption expenditures by different characteristics ( f.e. By household type, income quintile, socio-economic status of referent person so, 1 table is in 3 different currencies EUR, NAC ,PPS (purchasing power standard) (1 PPS can buy the same amount of goods and services in each country) Other tables in expenditures in PPS per household and adult equivalent

HBS data on the Eurostat website 2. Group – Structure of mean consumption expenditures in per mille ( parts per thousand) (structure in thousands)

HBS data on the Eurostat website 3. Group - household characteristics , description on countries surveys Samples

HBS microdata access (2010) http://ec. europa HBS 2010 Microdata is available for scientific use. 2015 wave is planned to publish at the end of 2018. wave. Big intrest, more than 50 applicants

HBS 2015 data structure - basic variables at household member level Countries: EU28 +MK, ME, RS, XK, TR, NO 4 micro-data files for every country: - basic variables at household level - basic variables at household member level - derived variables - food-quantity variables If we want to define future business needs for a survey, we also should know how the actual structure of the data looks like. For this I would like to give you a short overview of the HBS 2015 data what we should have received from NSIs. All EU28 countries + Makedonia, Montenegro, Serbia, Kosovo, Turkey and Norway Data quality differentness lot between countries. Developing new innovative tools the better data quality is really important issue.

HBS 2015 variables Also in context of developing innovative tools we have to keep in mind, that datasets are really large Expenditures – monetary form, non-monetary form and TOTAL ( 631+475+475) = 1581 variables DE sample 52 000 HH = more than 82 million values for one country Poland 38 000 HH = more than 60 million values

Standard nomenclatures and classifications for the HBS CONCEPT TO BE BROKEN DOWN BY THE PROPOSED CLASSIFICATIONS COICOP 5-DIGIT 2013 Consumption expenditure of households NUTS 2013 (1- & 2-digit level ) Territorial units and regions ISCED-2011 Education level ISCO08 Occupation ISO 3166 Codes for the Country names NACE rev 2 Economic Sector in Employment These 6 classifications are used for HBS. For the next waves the most resent versions of the standard nomenclatures and classifications will be in use.

HBS 2020 developments First version of HBS 2020 Transmission Document is planned to present in HBS WG meeting in Oct 2018 The main change is that Transmission Document will be adapted to include the standardised / core variables which relate to the HBS survey. Now we will discuss about HBS future developments It is planned to implement HBS regulated under IESS in 2025. This means that the next 2020 round will remain under the current gentlemen agreement framework The biggest change will be that HBS 2020 wave Guidelines will be adapted to include the standardised / core variables which relate to the HBS survey. It was decided by the 'HBS Working Group in September 2017

Standardisation of Social Variables It means that 23 core variables should be adapted for HBS 2020 wave. From these 2 files you can find the list of variables and level of detail for HBS, Most of these variables are already existing in current HBS but several of them need rewording, and there are new ones also. More exact document of "Standardisation of Social Variables" you can find in CIRCABC HBS 2017 WG papers. First draft of HBS 2020 Transmission document will be prepared for HBS WG meeting in Oct 2018.

Standardisation of Social Variables

HBS 2025 developments It is planned to implement HBS regulated under IESS in 2025 It's possible that the COICOP will change New needs (new variables, e-commerce) - ? Now about HBS 2025 developments. It is planned to implement HBS regulated under IESS in 2025. It's possible that the COICOP will change 2025 New needs (new variables, e-commerce) - ?

COICOP revision Number of divisions, groups, classes and sub-classes Level COICOP 1999 ECOICOP 2012 UN COICOP 2018 XX 12 13 XX.Y 47 52 XX.Y.Z 117 145 XX.Y.Z.A N/A 303 299 For 2010 wave COICOP 1999 was used 2015 wave ECOICOP 2012 2020 wave ECOICOP 2012 2025 - ????

COICOP revision The COICOP 2018 will be presented to the 49th Session of the UN Statistical Commission (March 2018) for endorsement Correspondence table between ECOICOP and COICOP 2018 is under preparation Revision of ECOICOP starting in 2018 Global worldwide COICOP – this information is from EUROSTAT COICOP team. PP presentation you can from CIRABC find from HBS 2016 and 2017 WG folder At the moment we don’t exactly know when Eurostat starts to use new COICOP and will at all? But most probably not before 2025 wave.

Discussion: Outcome (1) Business needs for future HBS? General public Policy makers Research community NSIs / Eurostat Others (?) "Business needs" again here: these are the explicit or implicit expectations of the important stakeholders in the area of HBS. After this overview we should be able to formulate the business needs for future HBS So we could distinguish the following stakeholder groups for example: General public / Policy makers / Research community / NSIs / Eurostat. My first question maybe here: Did I forget an important stakeholder group that should be explicitly mentioned here?

Discussion: Outcome (2) Business needs for future HBS? General public - Good comparability over time and countries - Uncomplicated, easy understandable and relevant results - … Expectations of the of general public are - Good comparability over time and countries - Uncomplicated, easy understandable and relevant results ….

Discussion: Outcome (3) Business needs for future HBS? Policy makers - Comparability over time and countries - Poverty indicators - Food consumption - … Expectations of the policy makers are - Comparability over time and countries - Poverty indicators - Food consumption indicators

Discussion: Outcome (4) Business needs for future HBS? Research community - Comparability over time, countries & collection modes - Detailed metadata information - Good data quality - Uncomplicated microdata access - … Expectations of the research community are: - Comparability over time, countries & collection modes - Detailed metadata information - Good data quality - Uncomplicated microdata access …...

Discussion: Outcome (5) Business needs for future HBS? NSI / Eurostat: - Motivate countries to participate with robust solutions; - Take into account changes in society & technology; - 'Harmonised' search for new data sources and tools - Reduce / minimise costs of survey - Reduce burden of respondents / fight low response rates - … Expectations of the NSI / Eurostat are: Motivate countries to participate with robust solutions; - Take into account changes in society & technology; - 'Harmonised' search for new data sources and tools - Reduce / minimise costs of survey - Reduce burden of respondents / fight low response rates …..

Thank for your attention! Erika Taidre European Commission Eurostat Unit F4 L-2920 Luxembourg Erika.Taidre@ec.europa.eu