1. 17th Task Force on the revision of the EU-SILC legal basis
Item 3.2 Nucleus variables

2. Outline Aim of the excel List of topics and detailed topics – changes
Nucleus variables- issues still to discuss
Standardised variables P3
Comparison of current nucleus with the revised nucleus
Next steps

3. Aim of the excel file
Base for Annex 2 of the EU-SILC implementing regulation
To present differences between current and revised EU-SILC
To present what data should be collected in 2021
To have a general overview on the contents of EU-SILC based on topics and detailed topics

4. List of topics and detailed topics - changes
Detailed topics showed during WG
Detailed topics as introduced by parliament and agreed by Bulgarian Presidency
Household composition-details
Household composition – additional specific details
Minimum European Health Module
Disability and Minimum European Health Module
Health status and disability
Details on health status and disability
Child deprivation
Children-specific deprivation
Use of services, including care services
Use of services, including care services and services for independent living
Affordability
Affordability of services
Income from allowances
Income from social transfers
Other incomes
Other incomes, including income from property and capital and inter-household transfers
Taxes and contributions
Taxes and contributions actually paid after reductions
Total income
Total annual income at household and respondent level
Over-indebtedness
Over-indebtedness including reasons
Wealth
Elements of wealth, including dwelling ownership
Main consumption components
Elements of consumption
Intergenerational transmission of disadvantages
Intergenerational transmission of advantages and disadvantages

5. List of topics and detailed topics - changes
Detailed topics showed during WG
Detailed topics as introduced by parliament and agreed by Bulgarian Presidency
Housing cost
Housing costs including reduced utility costs
Educational attainment- details
Educational attainment- details, including education interrupted or abandoned
Assessment of own needs
Housing difficulties (including renting difficulties) and reasons

6. Consequences of changes in topics and detailed topics
Need for additional variables:
Education interrupted or abounded
Reduced utility bills
Renting difficulties
As 'Assessment of own needs' would be proposed variable HS130 Lowest monthly income to make ends meet

7. Education interrupted or abandoned
Before detailed topic: 'Educational attainment-details' had only 1 variable - 'PE030 Year when highest level of education was attained'
It was planned to be collected annually
Now detailed topic: 'Educational attainment - details, including education interrupted or abandoned' with 2 variables- 'PE030 Year when highest level of education was attained' and 'Education interrupted or abandoned'
Need to decide on frequency of collecting this information

8. Education interrupted or abandoned
In excel it is proposed by Eurostat to be collected every 3-years OR
Collected annually but only from respondents within certain age range

9. Education interrupted or abandoned
Information collected in LFS ad-hoc module 2016 on young people on the labour market
Use of several variables:
Level of additional formal education (that person started after reaching highest level of education)
Reason for dropping out
Date of living formal education
Reason for not continuing education

10. Education interrupted or abandoned
Do TF have experience of collecting information on education interrupted or abandoned?
Should in SILC this information be collected for everyone or limited to persons of certain age?
To collect abandoned education could ask if respondent started additional formal education after reaching highest level of education.
What's the best way to collect information on interrupted education?

11. Reduced utility bills
Would be collected under detailed topic 'Housing cost including reduced utility costs', this topic is annual
Collected together with variables:
Current rent related to occupied dwelling
Total housing cost
Mortgage principal repayment

12. Reduced utility bills
Should it be collected every year or only in the first wave?
Do TF members already collect this information and can propose how to collect this?

13. Renting difficulties
Eurostat asked to create new detailed topic to accommodate 5 variables on Housing difficulties
A topic 'Housing difficulties (including renting difficulties) and reasons' was proposed by the parliament and agreed by the Bulgarian Presidency
Consequently there is a need to collect information on renting difficulties
The information would be collected every 6 years

14. Renting difficulties
Do TF members already collect this information and can propose how to collect this?
Eurostat would propose one simple variable e.g. 'Burden of paying rent'?

15. Variables still to be discussed
Change in income compared to previous year
Reason for decrease in income
Reason for increase in income
Future income
Tested in 2019
Eurostat proposes to collect in annually in the revised EU-SILC

16. Variables still to be discussed
Labour variables for persons currently not working (needed by Euromod)
Duration of the most recent spell of unemployment Status in employment (last job)
Occupation (ISCO-08 (COM)) Last job
NACE Rev.2 - Last job
Harmonisation between LFS and EU-SILC

17. Standardised variables P3
Work on P3 variables is ongoing.
WGs were consulted in May/June
Following comments from WGs some modifications are currently being introduced
Currently its uncertain when it will be discussed with DSS

18. Standardised variables P3
Existence of previous work experience
Size of the local unit for main job
Year when the highest level of education was successfully completed
Field of the highest level of education successfully completed
Interviewing mode used
Nature of participation in the survey
Stratum
Primary sampling unit

19. Standardised variables P3
Currently in SILC: RB260: Type of interview
1 face to face interview-PAPI
2 face to face interview-CAPI
3 CATI, telephone interview
4 self-administered by respondent
5 proxy interview

20. Standardised variables P3
Interviewing mode used
Interviewing mode used
Paper assisted personal interview (PAPI)
Computer assisted personal interview (CAPI)
Computer assisted telephone interview (CATI)
Computer assisted web-interview (CAWI)
Other
Not applicable

21. Standardised variables P3
Nature of participation in the survey
Nature of participation in the survey
Direct participation without assistance by another person
Direct participation with assistance by another person
Indirect participation
Not stated
Not applicable

22. Standardised variables P3
Eurostat proposes to introduce without waiting for the DSS decision the following variables:
- Interviewing mode used
- Nature of participation in the survey
Proposes deleting variable RB260 Type of interview
Proposes modifying answer categories according to P3 and in coordination with other surveys in particular LFS
In case DSS introduces any changes we will adjust variables in the regulation accordingly

23. Nucleus variables
Currently divided into variables collected in questionnaire (from respondents), metadata, technical data and variables for which countries know or derive information

24. Comparison of current nucleus with revised- number of variables
SILC year 2019
SILC revised
Variables collected from a responding unit
  142
126
Technical variables
    45 51
Metadata
  265 (8 variables + flags)
6 variables + flags
Variables known by the NSI or derived
   51 61
TOTAL
  270 (527 with flags)
244 (without flags)

25. Comparison of current nucleus with revised- number of variables
Variables collected from a responding unit – 126
This includes variables still being discussed:
- Change in income compared to previous year
- Reason for decrease in income
Reason for increase in income
Future income
Gross monthly earnings for employees
Current income
Status in employment (last job)
Occupation (ISCO-08 (COM))
NACE Rev.2 - Last job

26. Comparison of current nucleus with revised- number of variables
Technical variables – 51
Includes variables which would be delivered only by countries having a 6 year panel
Includes new technical variables agreed during past meetings:
- Interview wave
- Computational strata
Still includes RB260 and doesn't take into consideration changes proposed as result of P3

27. Comparison of current nucleus with revised- number of variables
Metadata – 6
Fewer variables as it has been agreed to delete:
Person 1 responsible for the accommodation
Person 2 responsible for the accommodation

28. Comparison of current nucleus with revised- number of variables
Variables known by the NSI or derived – 61
Includes variables:
Household type
Household size
Partners living in the same household
Age in completed years
Father ID
Mother ID
Spouse/Partner ID

29. Comparison of current nucleus with revised- Main changes
Some of the variables will be collected in modules
Information about non-current household members will not be collected
Some variables will be introduced as required by Standardised variables
Some variables was agreed to be deleted for different reasons
Some agreed to be added during past meetings
Some variables are still under discussion

30. Comparison of current nucleus with revised- Variables moved to modules
Imputed rent
Actively looking for a job
Available for work
Worked at least one hour during the previous week
Reason for working less than 30h
Number of persons working at the local unit
Change of job since last year
Reason to change

31. Comparison of current nucleus with revised - Variables moved to modules
Bath or shower in dwelling
Lowest monthly income to make ends meet
Financial burden of the total housing cost
Problems with the dwelling: Too dark, not enough light
Noise from neighbours or from the street
Pollution, grime or other environment problems
Crime, violence or vandalism in the area

32. Comparison of current nucleus with revised - Variables about non-current household members deleted
Month moved out or died
Year moved out or died
Number of months in household during the income reference period
Main activity status during the income reference period
Month moved in
Year moved in

33. Comparison of current nucleus with revised - Variables introduced because of standardised variables
Country of birth of mother
Country of birth of father
Duration of stay in the country of residence in completed years
Passing of birthday at the time of the interview
Full or part time main job
Grid
Current income (?)

34. Comparison of current nucleus with revised - other variables agreed to be deleted
Optional employer's social insurance contributions
Person 1 responsible for the accommodation
Person 2 responsible for the accommodation
Year of contract or purchasing or installation
Year of immigration

35. Comparison of current nucleus with revised - still under discussion but included in the list
Labour variables needed for Euromod:
Duration of the most recent unemployment spell
Status in employment(last job)
Occupation (ISCO-08 (COM)) Last job
NACE Rev.2 - Last job

36. Comparison of current nucleus with revised - other variables agreed to be added to nucleus
Trust in others
Overall life satisfaction
Taxes paid on ownership of household main dwelling

37. TF Members are asked to:
Review the excel file
Check allocation of variables to topics and detailed topics (taking into account periodicity)
Comment on answer modalities of nucleus variables
Check the mode of data collection and reference period

38. Action plan
Eurostat will prepare taking into consideration comments of the TF updated version of the excel file for the WG meeting
The list of nucleus variables together with its:
Modalities
Reference periods
Modes of data collection
Flags
Will need to be ready for DSS meeting in March.