TABLE OF CONTENTS CHAPTER HOUSEHOLD EXPENDITURES IN THE EU SUMMTAARY

							                                                                TABLE OF CONTENTS


CHAPTER 1 HOUSEHOLD EXPENDITURES IN THE EU 1999: SUMMTAARY OF MAIN FINDINGS. 5
   1.1        OVERVIEW .................................................................................................................................................. 5
   1.2        STRUCTURE OF EXPENDITURES ................................................................................................................... 6
CHAPTER 2.SCOPE............................................................................................................................................... 7

CHAPTER 3 OBJECTIVES, USES AND USERS................................................................................................ 9
   3.1        NATIONAL PERSPECTIVE.............................................................................................................................. 9
   3.2        EU PERSPECTIVE ................................................................................................................................. 10
CHAPTER 4 CONCEPTS, DEFINITIONS AND CLASSIFICATIONS.......................................................... 15
   4.1     MAIN CONCEPTS AND DEFINITIONS .............................................................................................. 15
      4.1.1    DEFINITION OF THE HOUSEHOLD ............................................................................................ 15
      4.1.2    MEMBERS OF A HOUSEHOLD..................................................................................................... 17
      4.1.3    HEAD OF HOUSEHOLD AND REFERENCE PERSON ................................................................ 20
      4.1.4    CHILD-ADULT DEFINITION......................................................................................................... 22
   4.2     THE ESA 95 CONCEPT OF FINAL HOUSEHOLD CONSUMPTION EXPENDITURE ........................................... 22
   4.3     THE CONCEPT OF NET INCOME ....................................................................................................... 26
      4.3.1. THE TREATMENT OF TAXES AND COMPULSORY SOCIAL CONTRIBUTIONS................. 27
      4.3.2. NON-MONETARY COMPONENTS OF INCOME ......................................................................... 28
      4.3.3. PROPERTY INCOME AND RENTALS ........................................................................................... 28
      4.3.4. OTHER TRANSFERS........................................................................................................................ 28
      4.3.5. INDIVIDUAL INCOME AND HOUSEHOLD INCOME ................................................................... 29
   4.4     BORDERLINE CASES ........................................................................................................................... 29
      4.4.1    GOODS OR SERVICES RETAINED FOR OWN FINAL CONSUMPTION .................................... 30
      4.4.2    LEASING AND HIRE PURCHASES................................................................................................ 38
      4.4.3    TRANSACTIONS IN EXISTING GOODS .................................................................................. 39
      4.4.4    HEALTH AND EDUCATION CONSUMPTION EXPENDITURES.......................................... 40
      4.4.5    OTHER ITEMS................................................................................................................................. 44
CHAPTER 5 MAIN UNITS AND VARIABLES: THE HARMONISATION PROGRAMME ..................... 47
   5.1     CONTEXT ............................................................................................................................................... 47
   5.2     COICOP-HBS 1999 ................................................................................................................................. 47
   5.3     MAIN VARIABLES................................................................................................................................ 48
      5.3.1   MAIN BASIC VARIABLES ............................................................................................................... 48
      5.3.2   MAIN DERIVED VARIABLES ......................................................................................................... 52
CHAPTER 6 SAMPLE DESIGN ......................................................................................................................... 55
   6.1. COVERAGE ..................................................................................................................................................... 55
   6.2. SAMPLE SIZE .................................................................................................................................................. 55
   6.3. SAMPLING ...................................................................................................................................................... 56
   6.4. SAMPLE ALLOCATION ..................................................................................................................................... 57
      6.4.1.    MULTI-STAGE SAMPLING ............................................................................................................ 57
      6.4.2.    ULTIMATE SAMPLING UNIT......................................................................................................... 58
   6.5. SAMPLING FRAME .......................................................................................................................................... 59
      6.5.1. BASING THE HBS SAMPLE ON ANOTHER, LARGER SAMPLE ....................................................... 59
      6.5.2.    MASTER SAMPLES ......................................................................................................................... 60
      6.5.3.    TWO-PHASE SAMPLING................................................................................................................ 61
   6.6. STRATIFICATION............................................................................................................................................. 61
   6.7. RESPONSE RATE ............................................................................................................................................. 62
   6.8. SUBSTITUTION................................................................................................................................................ 62
CHAPTER 7 SURVEY STRUCTURE AND CONTENT .................................................................................. 64
   7.1. RECORDING PERIOD ....................................................................................................................................... 64
   7.2. SURVEY INSTRUMENTS .................................................................................................................................. 68


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   7.3. SURVEY INTERVIEWS ..................................................................................................................................... 70
   7.4. QUESTIONNAIRES ........................................................................................................................................... 70
   7.5. DIARIES.......................................................................................................................................................... 71
   7.6. REFERENCE PERIODS ...................................................................................................................................... 75
      7.6.1.   FIXED VERSUS MOVING REFERENCE PERIODS ...................................................................... 75
      7.6.2.   THE LAST PAYMENT APPROACH ................................................................................................ 76
      7.6.3.   REFERENCE PERIOD FOR AGGREGATED DATA...................................................................... 76
CHAPTER 8CHECKING AND WEIGHTING OF DATA................................................................................ 79
   8.1. CHECKING DATA FROM THE HOUSEHOLD BUDGET SURVEY ........................................................................... 79
      8.1.1. CHECK PROGRAM CARRIED OUT BY THE COUNTRIES................................................................ 79
      8.1.2. CHECK PROGRAM CARRIED OUT BY EUROSTAT .......................................................................... 81
   8.2. TREATMENT OF MISSING DATA ....................................................................................................................... 82
   8.3. WEIGHTING OF DATA...................................................................................................................................... 82
CHAPTER 9 TABULATION PLAN.................................................................................................................... 84
   9.1. THE LEVELS OF CONSUMPTION EXPENDITURE ................................................................................................ 84
   9.2. THE STRUCTURE OF CONSUMPTION EXPENDITURE ......................................................................................... 85
   9.3. HOUSEHOLD CHARACTERISTICS ..................................................................................................................... 85
   9.4. SUMMARY: LIST OF TABLES............................................................................................................................ 86

   ANNEX 1: SURVEY PROFILES OF MEMBER STATES AND EFTA COUNTRIES .......................................................... 88
   ANNEX 2: EUROPEAN CODES FOR ALL THE VARIABLES AND UNITS ..................................................................... 141
   ANNEX 3: COICOP-HBS 1999 WITH EXPLANATORY NOTES .............................................................................. 166
   ANNEX 4: SURVEY PROFILES OF EFTA COUNTRIES ............................................................................................ 209
   ANNEX 5: REFERENCES ...................................................................................................................................... 216




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