
Article 1 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Article 2 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Article 3 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Article 4 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Article 5 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Article 6 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Article 7 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Article 8 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Article 9 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Article 10 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Article 11 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Article 12 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
ANNEX I
1.  1.1. 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 1.2. 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 1.3. 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 1.4.  1.4.1. 
Social benefits are defined as current transfers received by households during the income reference period and intended to relieve them of the financial burden of certain risks or needs, made through collectively organised schemes, or outside such schemes by government units and non-profit institutions serving households.

Social benefits include the value of any social contributions and income tax payable on the benefits by the beneficiary to social insurance schemes or to tax authorities.

To be classed as a social benefit, a transfer must meet one of two criteria:


— coverage is compulsory (under a law, regulation or collective bargaining agreement) for the group in question,
— it is based on the principle of social solidarity (i.e. if it is an insurance-based pension, the premium and entitlements are not proportional to the individual exposure to risk of the people protected).

Social benefits are broken down into:


((1)) Family/children-related allowances (HY050G);
((2)) Housing allowances (HY070G);
((3)) Unemployment benefits (PY090G);
((4)) Old-age benefits (PY100G);
((5)) Survivors’ benefits (PY110G);
((6)) Sickness benefits (PY120G);
((7)) Disability benefits (PY130G);
((8)) Education-related allowances (PY140G);
((9)) Social exclusion allowances/benefits not classified elsewhere (HY060G).

Social benefits are classed as means-tested or non-means-tested benefits, and as contributory or non-contributory.

Contributory schemes are social protection schemes that require the payment of contributions, by the protected persons or by other parties on their behalf, in order to secure individual entitlement to benefits.

Non-contributory schemes are social protection schemes in which eligibility to benefits is not conditional on the payment of contributions by the protected persons or by other parties on their behalf.

Means-tested social benefits are social benefits which are explicitly or implicitly conditional on the beneficiary’s income or wealth, or both, falling below a specified level.

Non means-tested social benefits are social benefits which are not conditional on the beneficiary’s income or wealth, or both, falling below a specified level.

Social benefits do not include:


— benefits paid from schemes into which the recipient has made voluntary payments only, independently of his/her employer or government (which are included under ‘Pensions from individual private plans (other than those covered under ESSPROS)’ (PY080G)).
 1.4.1.1. 
The family/children function refers to benefits that:


— provide financial support to households for bringing up children,
— provide financial assistance to people supporting relatives other than children.

It includes:


— income maintenance benefit in the event of childbirth: flat-rate or earnings-related payments intended to compensate the parent for loss of earnings due to absence from work in connection with childbirth for the period before or after confinement, or both, or in connection with adoption,
— birth grant: benefits normally paid as a lump sum or by instalments in the case of childbirth or adoption,
— parental leave benefit: benefit paid to either the mother or the father in the event of interruption of work or reduction of working time in order to bring up a child, normally of a young age,
— family or child allowance: periodical payments to a member of a household with dependent children to help with the costs of bringing them up,
— or support paid by government (central or local) if the spouse for some reason does not pay the alimony/or child support. The amount paid by the government should not be recorded in variables HY080 and HY081,
— other cash benefits: benefits paid independently of family allowances to support households and help them meet specific costs, such as costs arising from the specific needs of lone-parent families or families with disabled children. These benefits may be paid periodically or as a lump sum.

The term does not include:


— payments made by employers to an employee in lieu of wages and salaries through a social insurance scheme when the employee is unable to work because of maternity leave, where such payment cannot be separately and clearly identified as social benefits (these payments are included under ‘Gross cash or near-cash employee income’ (PY010G)),
— additional payments made by employers to an employee to supplement the maternity leave pay entitlement from a social insurance schemes, where such payments cannot be separately and clearly identified as social benefits (these payments are included under ‘gross cash or near-cash employee income’ (PY010G)).
 1.4.1.2. 
The housing function refers to interventions by public authorities to help households meet the cost of housing. An essential criterion for defining the scope of a housing allowance is the existence of a qualifying means-test for the benefit.

Housing allowances include:


— rent benefit: a current means-tested transfer granted by a public authority to tenants, temporarily or on a long-term basis, to help with rent costs,
— benefits payable to owner-occupiers: a means-tested transfer by a public authority to owner-occupiers to alleviate their current housing costs: in practice often to help with paying mortgages or interest, or both.

The term does not include:


— social housing policy organised through the fiscal system (i.e. tax benefits),
— all capital transfers (in particular investment grants).
 1.4.1.3. 
Unemployment benefits refer to benefits that replace, in whole or in part, income lost by a worker through the loss of gainful employment; provide a subsistence (or better) income for individuals entering or re-entering the labour market; compensate for loss of earnings owing to partial unemployment; replace in whole or in part income lost by an older worker who retires from gainful employment before the legal retirement age because of job reductions for economic reasons; contribute to the cost of training or retraining people looking for employment; or help unemployed people meet the cost of travelling or relocating to obtain employment.

The term includes:


— full unemployment benefits: benefits compensating for loss of earnings where a person is capable of working and available for work but is unable to find suitable employment, including persons who have not previously been employed,
— partial unemployment benefits: benefits compensating for the loss of wages or salary as a result of formal short-time working arrangements or intermittent work schedules, or both, irrespective of their cause (business recession or slow-down, breakdown of equipment, climatic conditions, accidents and so on), and where the employer/employee relationship continues,
— early retirement for labour-market reasons: periodic payments to older workers who retire before reaching standard retirement age because of unemployment or job reductions caused by economic measures such as the restructuring of an industrial sector or of a business enterprise. These payments normally cease when the beneficiary becomes entitled to an old-age pension,
— vocational training allowance: payments by social security funds or public agencies to targeted groups of people in the labour force who take part in training schemes intended to develop their potential for employment,
— mobility and resettlement: payments by social security funds or public agencies to unemployed persons to encourage them to move to another locality or change their occupation in order to seek or to obtain work,
— severance and termination payments (benefits compensating employees for employment ending before they reach the normal retirement age for the job concerned),
— redundancy compensation: capital sums paid to employees who have been dismissed through no fault of their own by an enterprise that is ceasing or scaling down its activities,
— other cash benefits: other financial assistance, particularly payments to the long-term unemployed.

It does not include:


— family allowances paid for dependent children (included under ‘Family/children-related allowances’ (HY050G)).
 1.4.1.4. 
The old-age function refers to the provision of social protection against the risks linked to old age: loss of income, inadequate income, lack of independence in carrying out daily tasks, reduced participation in social life, and so on.

Old-age benefits cover benefits that provide a replacement income when an elderly person retires from the labour market or that guarantee a certain income when an elderly person has reached a prescribed age.

The term includes:


— old-age pensions: periodic payments intended to maintain the income of the beneficiary after retirement from gainful employment at the standard age or to support old people’s income,
— early old-age pensions: periodic payments intended to maintain the income of beneficiaries who retire before the standard age as defined in the relevant scheme or in the scheme of reference. This may occur with or without a reduction in the normal pension,
— partial retirement pensions: periodic payment of a portion of the full retirement pension to older workers who continue to work but reduce their working hours or whose income from a professional activity is below a defined ceiling,
— care allowances: benefit paid to old people who need frequent or constant assistance to help them meet the additional costs of obtaining care that is required to assist them in old age (other than medical care) when the benefit is not a reimbursement of certified expenditure,
— disability cash benefits paid after the standard retirement age,
— lump-sum payments at the normal retirement date,
— other cash benefits: other periodic and lump-sum benefits paid upon retirement or on account of old age, such as capital sums paid to people who do not fully meet the requirements for a periodic retirement pension, or who were members of a scheme designed to provide only capital sums at retirement.

Old-age benefits do not include:


— family allowances for dependent children (included under ‘Family/children-related allowances’ (HY050G)),
— early retirement benefits paid for labour-market reasons or in the case of reduced capacity to work (they are included under ‘Unemployment benefits’ (PY090G) or ‘Disability benefits’ (PY130G) respectively),
— benefits paid to old people who need frequent or constant assistance to help them meet the extra costs of attendance when the benefits are reimbursed against a certified expenditure.
 1.4.1.5. 
Survivors’ benefits refer to benefits that provide a temporary or permanent income for people below retirement age after the death of their spouse, partner or next-of-kin, usually when that person was the main breadwinner.

Survivors eligible for benefit may be the spouse or ex-spouse of the deceased person, or his or her children, grandchildren, parents or other relatives. In some cases, the benefit may also be paid to someone outside the family.

A survivors’ benefit is normally granted on the basis of a derived right, that is, a right originally belonging to another person whose death is a condition for granting the benefit.

Survivors’ benefit includes:


— survivors’ pension: periodic payments, even after the standard retirement age, to people whose entitlement derives from their relationship with a deceased person protected by a scheme (widows, widowers, orphans and similar),
— death grant: a single payment to someone whose entitlement derives from their relationship with a deceased person (widows, widowers, orphans and similar),
— other cash benefits: other periodic or lump-sum payments made by virtue of a survivor’s derived right.

It does not include:


— family allowances for dependent children (these benefits are included under ‘Family/children-related allowance’ (HY050G)),
— funeral expenses,
— additional payments made by employers to other eligible persons to supplement the survivors’ benefits pay entitlement from a social insurance scheme, where such payments cannot be separately and clearly identified as social benefits (those payments are included under ‘Gross cash or near-cash employee income’ (PY010G)).
 1.4.1.6. 
Sickness benefits refer to cash benefits that replace, in whole or in part, loss of earnings during temporary inability to work owing to sickness or injury.

Sickness benefits include:


— paid sick leave: flat-rate or earnings-related payments intended to compensate the protected person in full or in part for the loss of earnings caused by temporary inability to work owing to sickness or injury. These benefits may be paid by autonomous social protection schemes, but they may also be provided by the employer in the form of the continued payment of wages and salaries during the period of sickness,
— paid leave in the event of the sickness or injury of a dependent child,
— other cash benefits: miscellaneous payments made to protected people in connection with sickness or injury.

The term does not include:


— cash benefits that replace loss of earnings during temporary inability to work as a result of pregnancy (these benefits are included under ‘Family/children-related allowance’ (HY050G)),
— cash benefits that replace loss of earnings during temporary inability to work as a result of disability (these benefits are included under ‘Disability benefits’ (PY130G)),
— payments made by employers to an employee in lieu of wages and salaries through a social insurance scheme when the employee is prevented from working through sickness, where such payment can not be separately and clearly identified as a social benefit (these payments are included under ‘Gross cash or near-cash employee income’ (PY010G)),
— additional payments made by employers to an employee to supplement the sickness leave pay entitlement from a social insurance scheme, where such payments can not be separately and clearly identified as social benefits (those payments are included under ‘Gross cash or near-cash employee income’ (PY010G)).
 1.4.1.7. 
Disability benefits refer to benefits that provide an income for people below standard retirement age whose ability to work and earn is impaired by a physical or mental disability, beyond a minimum level laid down by legislation.

Disability is the full or partial inability to engage in economic activity or to lead a normal life, owing to a physical or mental impairment that is likely to be either permanent or to persist beyond a minimum prescribed period.

Disability benefits include:


— disability pension: periodic payment intended to maintain or support the income of someone below standard retirement age who suffers from a disability which impairs his or her ability to work or earn beyond a minimum level laid down by legislation,
— early retirement in the event of reduced ability to work: periodic payments to older workers who retire before reaching standard retirement age as a result of reduced ability to work. These pensions normally cease when the beneficiary becomes entitled to an old-age pension,
— care allowance: benefit paid to disabled people below standard retirement age who need frequent or constant assistance to help them meet the extra costs of attendance (other than medical care). The benefit must not be a reimbursement of certified expenditure,
— economic integration of the disabled: allowances paid to disabled people when they undertake work adapted to their condition, normally in a sheltered workshop, or when they undergo vocational training,
— disability benefits to disabled children in their own right, irrespective of dependency,
— other cash benefits: periodic and lump-sum payments not falling under the above headings, such as occasional income support.

Disability benefits do not include:


— benefits provided to replace in whole or in part earnings during temporary incapacity to work due to sickness or injury (these benefits are included under ‘Sickness benefits’ (PY120G)),
— family allowances paid to recipients of disability benefits (these benefits are included under ‘Family/children related allowances’ (HY050G)),
— benefits paid to the surviving dependants of disabled people, such as pensions (these benefits are included under ‘Survivors benefits’ (PY110G)),
— benefits that are a reimbursement of certified expenditure,
— disability cash benefits paid after the standard retirement age (these benefits are included under ‘Old-age benefits’ (PY100G)),
— payments made by employers to an employee or former employee in lieu of wages and salaries through a social insurance scheme when that employee or former employee is unable to work as a result of disability, where such payment cannot be separately and clearly identified as social benefits (these payments are included under ‘Gross cash or near-cash employee income’ (PY010G)),
— additional payments made for employers to an employee or former employee to supplement the disability leave pay entitlement from a social insurance scheme, where such payments cannot be separately and clearly identified as social benefits (those payments are included under ‘Gross cash or near-cash employee income’ (PY010G)).
 1.4.1.8. 
Education allowances refer to grants, scholarships and other help for educational purposes received by students.
 1.4.1.9. 
Social benefits in the function ‘social exclusion not classified elsewhere’ refer to the ‘socially excluded’ or to ‘those at risk of social exclusion’. The general target group includes destitute people, migrants, refugees, drug addicts, alcoholics and victims of criminal violence.

The term encompasses:


— income support: periodic payments to people with insufficient resources. Conditions for entitlement may be related not only to personal resources but also to nationality, residence, age, availability for work and family status. Benefits may be of limited or unlimited duration; they may be paid to the individual or to the family and may be provided by central or local government,
— other cash benefits: support for destitute and vulnerable persons to help alleviate poverty or assist in difficult situations. These benefits may be paid by private non-profit organisations.
 1.4.2. 
Regular inter-household cash transfers received refer to regular monetary amounts received, during the income reference period, from other households or persons.

‘Regular’ does not imply precise timing and does not require strong periodicity. It can correspond to one of two different timescales:


— it could refer to an annual amount received every year or over several years,
— alternatively, it could refer to periodic (e.g. monthly) receipts over a short period embedded in the income reference period (e.g. six months).
 1.4.2.1 
Regular inter-household cash transfers received refer to regular payments received, even if only once a year, which are available to finance (regular) consumption expenditure.

The term encompasses:


— compulsory alimony and child support,
— voluntary alimony and child support received on a regular basis,
— regular cash support from persons other than household members,
— regular cash support from households in other countries.

It does not include:


— Free or subsidised housing provided by another household (which is included under the concept of Imputed rent),
— Inheritances and other capital transfers, i.e. transfers received from other households which the household does not consider as being wholly available for consumption within the income reference period,
— Gifts and other large, one-off and unexpected cash flows, such as lump sums to buy a car, a house, or the like, or to be saved for long-term consumption (more than one year ahead),
— Alimonies or support paid by government (central or local) if, for some reason, the spouse does not pay alimony/child support. The amount paid by the government should be recorded in the family allowances (variable HY050).
 1.4.2.2 
Alimonies include:


— Compulsory alimony and child support;
— Voluntary alimony and child support received on a regular basis.

Alimonies refer to receipts for children and/or former spouse, which can come from within the same country or from another country.

Alimonies exclude:


— Regular cash support (other than alimonies) from persons other than household members;
— Regular cash support (other than alimonies) from households in other countries;
— Free or subsidised housing provided by another household (which is included under the concept of Imputed rent);
— Inheritances and other capital transfers, i.e. transfers received from other households which the household does not consider as being wholly available for consumption within the income reference period;
— Gifts and other large, one-off and unexpected cash flows, like lump sums to buy a car or a house, or to be saved for long term consumption (more than one year ahead);
— Alimonies or support paid by government (central or local) if, for some reason, the spouse does not pay the alimony/child support. The amount paid by the government should be recorded in the family allowances (variable HY050).
 1.5.  1.5.1. 
Income received by people aged under 16 is defined as gross income received by all household members aged under 16 during the income reference period.

It does not include:


— transfers between household members,
— income collected at household level (i.e. variables HY040G, HY050G, HY060G, HY070G, HY080G and HY090G).
 1.6.  1.6.1. 
Interest paid on mortgage refers to the total gross amount, before deducting any tax credit or tax allowance, of mortgage interest on the main household residence during the income reference period.

It does not include:


— any other mortgage payments, either interest or principal, made at the same time, such as mortgage protection insurance or home and contents insurance,
— payments on re-mortgages to obtain money for housing purposes (e.g. repairs, renovations or maintenance) or for non-housing purposes,
— re-payments of the principal or capital sum.
 1.7. 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2. 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3.  3.1. 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 3.2. 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 3.3. 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 3.4. 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 3.5. 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 3.6. 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4.  4.1. 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

ANNEX II

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

ANNEX III (1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 (2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 (3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 (1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 (2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 (3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 (4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

ANNEX IV
Member States shall include the following specific information in the quality report on the income and living conditions domain.


— Sample size by rotational group and allocation criteria
— Weightings (design factor, non-response adjustments, adjustments to external data (level, variables used and sources))
— Final cross-sectional and longitudinal weight
— Substitutions if applied in cases of unit non-response, method of selection of substitutes, main characteristics of substituted units compared to original units, by region (NUTS 2), distribution of substituted units by record of contact at address, household questionnaire result and household interview acceptance of the original units for each rotational group and total

Description of the sampling units.

Description of each individual source and of how they are combined.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

The different sources of measurement errors likely to be found in the survey shall be described. This includes a description of the questionnaire design, the use of a cognitive laboratory (if applicable), field testing of the questionnaire, the effect of its design, content and wording, information on the intensity and efficiency of interview training: number of training days, skills testing before starting the fieldwork (rate of success and so on), information on studies to check the impact of the interviewer, such as re-interviews, record check studies, or split-sample experiments (if available), and results from models (if available). Proxy interview rates shall be provided.

The following information shall be provided for the achieved sample size:


((a)) For each wave the number of households for which an interview is accepted for the database by rotational group breakdown and total,
((b)) For each wave, the number of persons aged 16 or older who are members of the households for which an interview is accepted for the database, and who underwent a personal interview, by rotational group breakdown and total,
((c)) For each wave, the number of selected respondents (if applicable) who are members of the households for which an interview is accepted for the database, and who underwent a personal interview, by rotational group breakdown and total.

For each wave, the following shall be reported: the distribution of households (original units and substituted units, if applicable) by ‘record of contact at address’, by ‘household questionnaire result’ and by ‘household interview acceptance’.

For the first wave the unit non-response rate shall be provided in accordance with the formulas set out below.

For the total sample, the unit non-response shall be calculated by removing, from the numerator and the denominator of the formulas set out below, those units that are out of scope, according to the follow-up rules.


— Household non-response rates (NRh) shall be computed as follows:
NRh = (1-(Ra * Rh)) * 100
Where:
 Ra = Number of addresses successfully contacted/Number of valid addresses selected
 Ra is the address contact rate
 Rh = Number of household interviews completed and accepted for database/Number of eligible households at contacted addresses. Rh is the proportion of complete household interviews accepted for the database.

For those Member States where substitutions are made in case of unit non-response, non-response rates shall be calculated before and after substitutions.


— Individual non-response rates (NRp) shall be computed as follows:
NRp=(1-(Rp)) * 100
Where:
 Rp = Number of personal interviews completed/Number of eligible individuals in the households whose interviews were completed and accepted for the database. Rp is the proportion of complete personal interviews within the households accepted for the database.
— Overall individual non-response rates (*NRp) shall be computed as follows:

* NRp = (1-(Ra * Rh * Rp)) * 100

For those Member States where substitutions are made in cases of unit non-response, non-response rates shall be calculated before and after substitutions.

For those Member States where a sample of persons rather than a sample of households (addresses) was selected, the individual non-response rates shall be calculated for ‘the selected respondent’, for all individuals aged 16 or older and for the non-selected respondent.

For the second and subsequent waves, the following information shall be provided:


— The distribution of persons by membership status

Response rate for the sample for households


— Wave response rate

Percentage of households successfully interviewed which were passed on to wave t (from wave t-1) or newly created or added during wave t, excluding those out of scope (under the rules on follow up) or non-existent.


— Longitudinal follow-up rate

Percentage of households which are passed on to wave t+1 for follow-up within the households received into wave t from wave t-1, excluding those out of scope (under the rules on follow up) or non-existent.


— Follow-up ratio

Number of households passed on from wave t to wave t+1 in comparison to the number of households received for follow-up at wave t from wave t-1.


— Achieved sample size ratio

Ratio of the number of households accepted for the database in wave t to the number of households accepted for the database in wave t-1.

Response rate for the sample of persons


— Wave response rate

Percentage of sample persons successfully interviewed among those passed on to wave t (from wave t-1) or newly created or added during wave t, excluding those out of scope (under the rules on follow up).

Percentage of co-residents selected in wave 1 successfully interviewed among those passed on to wave t (from wave t-1).


— Longitudinal follow-up rate

Percentage of sample persons successfully interviewed in wave t out of all sample persons selected, excluding those who have died or been found ineligible (out of scope), breakdown by causes of non-response.


— Achieved sample size ratio

Ratio of the number of completed personal interviews in wave t to the number of completed personal interviews in wave t-1. This ratio shall be defined for sample persons and for all persons including non-sample persons aged 16+ and for co-residents aged 16+ selected in the first wave.


— Response rate for non-sample persons

Ratio of the number of completed personal interviews of non-sample persons aged 16+ in wave t to all non-sample persons aged 16+ listed in the households accepted for the database in wave t or listed in the most recently conducted household interviews for households, which were forwarded from wave t-1 to wave t for follow-up, but could not be successfully interviewed in wave t.

For non-response or attrition in some sub-populations (e.g. young people in selected-respondent countries, other households difficult to reach), for each sub-population concerned:

Description of any measures taken to correct for non-response or attrition.

Evaluation of the impact of any such measures, i.e. how far they correct for non-response or attrition; indicator: share of the subpopulation in the achieved sample vs share of the subpopulation in the sampling frame/initial sample.

Evaluation of any difficulties such measures may indirectly involve (e.g. calibration involving high and volatile weights).

For income variables the following information shall be provided for each wave:


— Percentages of households (per income components collected or compiled at household level)/persons (per income components collected or compiled at personal level) having received an amount for each income component,
— Percentage of missing values for each income component collected or compiled at household/personal level,
— Percentage of partial information for each income component collected or compiled at household/personal level.

The data entry controls, coding controls and the editing system applied to the data shall be described. An account shall be given of the main errors detected in the post-data-collection process, and the list of editing rules for income for income variables shall be provided.

Procedures for implementing the follow up rules (in accordance with Article 8).

Re-interview rates between wave 1 and each of the subsequent waves (to take re-entries into account too), bearing the out-of-scope rate in mind as well (i.e. among those interviewed at wave 1, the percentages at wave t of (a) individuals in interviewed households, (b) individuals out of scope and (c) individuals not interviewed for reasons other than their being out of scope).

Re-interview rates (from wave t-1 to t) for people leaving their original household, broken down by sex.

Re-interview rates (from wave t-1 to t) for young people (16-35) leaving home, broken down by sex.

Information shall be provided about any policy designed to ensure the transparency of disseminated data, whereby the preliminary data compiled are subsequently revised. If data are revised, this shall be reported.

Schedule for revisions

Main reasons for revisions and their nature (new source data available, new methods, etc.)

Average size of revisions and their direction

Explanation of any difference between provisional and final data

Date of dissemination of national results.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
