Housing conditions of the households and availability of durables


INCOME, EXPENDITURE AND CONSUMPTION OF HOUSEHOLDS - Income, expenditure and consumption of households
Contact
Contact organisation

National Statistical Institute

Contact organisation unit

"Households Income, Expenditure Statistics and Quality of Life" Department

Contact name

Rositsa Balakova

Contact person function

State expert

Contact mail address

2, P. Volov Str.; 1038 Sofia, Bulgaria

Contact email address

[email protected]

Contact phone number

+359 2 9857 654

Contact fax number
Metadata update
Metadata last certified14 November 2014
Metadata last posted14 November 2014
Metadata last update14 November 2014
Statistical presentation
Data description

The main objective of the household budget survey is to get reliable and scientifically founded data on the income, expenditure, consumption and other elements of the living standard of the population as well as changes which have occurred during the years.

· Household income includes all receipts of the household and its members during the surveyed period. The income is estimate in total and monetary form. Monetary income includes regular receipts from: wages and salaries, other earnings, entrepreneurship, property, pensions, social benefits, regular inter-household transfers, as well as sale of property and other irregular receipts. Total income includes monetary and valued income in kind.

· Household expenditure includes all resources spend by the household and its members during the surveyed period. The expenditures are estimated in total and monetary form. Monetary expenditure includes consumer expenditure on foods and non-alcoholic beverages; alcoholic beverages and tobacco; clothing and footwear; housing, water, electricity, gas and other fuels; furnishing and maintenance of the house; health; transport; communication; recreation, culture and education; miscellaneous goods and services; as well as taxes, social insurance, regular intro-household transfers and other non-consumer expenditure. Total expenditure includes monetary and valued expenditure in kind.

Variables of household incomes and expenditures are estimated average per household and per person and as structure.

  • Household consumption includes the quantities of main foods and beverages consumed at home. The catering data are not included. The variables are estimated by the household budget survey are calculated by balance method and are presented average per person.
  • Housing conditions variables are: type of dwelling, number of rooms, availability of water supply system, sewerage, electricity, bath and toilet.
  • Durables ? observed durables are: cars, TV sets, washing machines, refrigerators and freezers, telephones, computers, air-conditioners and others.

Based on the Council of Ministers methods data from the regular HBS is used for calculation of poverty indicators and official country poverty line.

Classification system

· Classification on household income. Since 2008 updated and harmonized regarding the Eurostat requirements for EU-SILC.

· Classification of Individual Consumption by Purpose (COICOP/HBS);

· Classification of Individual Consumption by Purpose, at five-digit level;

· International Standard Classification of Education, version 1997 (ISCED 2011);

· National Classification of Occupations and Duties-2011 (NCOD-2011);

· Classification of Economic Activities (CEA-2008, for international use NACE.BG-2008);

· Classification of territorial units for statistical purposes in Bulgaria (NUTS).

Sector coverage

The Household Budget Survey is a sample survey by implementation of two stage cluster. The general population from which the sample for the survey is formed comprises all the households in the country. Institutional households are not studied by the household budget survey. The unit of observation is every randomly chosen ordinary household irrespective of the number of members and their material and personal status. The sample size for the 2002 - 2009 period is 3000 households and since 2010 ?. - 3060 households each quarter.

Statistical concepts and definitions

Gross income

Gross household income is aggregated value of all regular incomes of the household and its members during the surveyed period from wages and salaries, other earnings, entrepreneurship, property, pensions, social benefits and regular inter-household transfers.

Net income

Net household income is calculated from gross income after deduction of tax and contribution to social insurance.

Consumer expenditure

The consumer expenditure of a household includes the expenditure done by the household for satisfaction of the necessities of the household as a whole or some household members.

Household

A private household consists of two or more persons living in a dwelling or part of dwelling and sharing common budget, having their meals together, no matter relatives or not.

One person living in a dwelling, separate room or part of room on his/her own budget also is considered a household.

Equivalent unit

For calculation of poverty indicators the total equivalised net income is used. The equivalence scales are applied to correct income for the household composition. The OECD modified scale is used giving a weight of 1.0 to the first member of the household aged 14 or more, 0.5 to each additional member aged 14 or more and 0.3 to each member aged less than 14 years old. The total net household income is divided by the equivalence scale that weights different members within the household with different weights according to their ages and the result is the total equivalised net income.

Statistical unit

Household (ordinary household).

Statistical population

The general population from which the sample is formed comprises all ordinary households in the country.

Institutional households are not studied by the HBS.

Reference area

According to the Classification of territorial units for statistical purposes in Bulgaria (NUTS).

Time coverage

2001 ? 2009 (Monthly and yearly data), since 2010 - quarterly and yearly data.

Base period

Not applicable.

Unit of measure

BGN, per cent (%), kg, litre, number, number of persons, ccal

Reference period

Month (before 2009); Quarter (since 2010); Year

Institutional mandate
Legal acts and other agreements

Gentlemen agreement with Eurostat.

Data sharing

Not applicable.

Confidentiality
Confidentiality - policy
  • Law on Statistics;

· Regulation (EC) No 223/2009 on European statistics (recital 24 and Article 20(4)) of 11 March 2009 (OJ L 87, p. 164), stipulates the need to establish common principles and guidelines ensuring the confidentiality of data used for the production of European statistics and the access to those confidential data with due account for technical developments and the requirements of users in a democratic society.

Confidentiality - data treatment

Individual data are not published in accordance with article 25 of the Law on Statistics. The publishing of individual data can be performed only in accordance with article 26 of the same law.

Release policy
Release calendar

Dates for release are defined in the Release Calendar presenting the results of the statistical surveys carried out by the National Statistical Institute. Quarterly data on household income, expenditure and consumption is available 45 days after the reference period and annual data ? in April of the year following the reference year.

Release calendar access

The calendar is available on the NSI website: http://www.nsi.bg/en/node/480

User access

Data is published on the NSI website, section Households Income and Expenditure in accordance with the Law on Statistics and the European Statistics Code of Practice respecting the professional independence and aimed at objectivity, transparency and equal treatment of all consumers.

Frequency of dissemination

Monthly (to 2009), Quarterly (since 2010), Annual

Accessibility and clarity
News release

Household income, expenditure and consumption ? quarterly and yearly

Publications

· Publication "Household Budgets in the Republic of Bulgaria" - detailed annual data for different household groups (by place of residence, by number of household members, by number of employed persons, by number of children under 18, by total annual income per person in the household, by presence of pensioners, by professional and economic status of the household head, by decile groups);

· Booklet ?Household Budget Survey?;

· General Publications of the NSI.

On-line database

Detailed results on Household Budgets are available to all users of the NSI website under the heading Households Income and Expenditure: http://www.nsi.bg/en/node/5640

Micro-data access

Anonymised individual data can be provide for scientific and research purposes, and for individual request according to the Rules for the provision of anonymised individual data for scientific and research purposes.

Other

Information service on request, according to the Rules for the dissemination of statistical products and services in NSI.

Documentation on methodology

· Methodology and organisation of the household budgets survey:

http://www.nsi.bg/sites/default/files/files/metadata/HH_HBS_Metodology_en.pdf

· Instruction for interviewers of Household budget survey.

Quality documentation

National quality reports for 2005 and 2010. Eurostat?s quality report of the Household Budget Surveys in EU countries, 2005.

Quality management
Quality assurance

Through checking on field work and control of the thoroughness of the records in the diaries.

Quality assessment
Relevance
User needs

The data is of interest to a wide number of users - state authorities, public and international organizations (Eurostat, UN, UNICEF, ILO, etc), students and others.

User satisfaction

No user' satisfaction surveys are carried out.

Completeness
Accuracy and reliability
Overall accuracy

Maximal errors of main variables are between 2-5%.

Sampling error

The data are burdened with a certain stochastic error due to the sample character of the survey. The sampling errors calculated for main variables are published in annual publication "Household Budgets in the Republic of Bulgaria".

Non-sampling error

The number of replacements of the households and the reasons that the households do not take part in the survey are described in the methodological notes in the publication ?Household budgets in the Republic of Bulgaria?.

Timeliness and punctuality
Timeliness

Quarterly data are published 45 days after the reference period.

Annual data are published in April of the year following the reference year.

Punctuality

The terms in 15.1 are observed.

Coherence and comparability
Comparability - geographical

Not applicable.

Comparability - over time

Long time series.

Coherence - cross domain

Household expenditure survey is in accordance with the following surveys: Consumer Price Indices, National Accounts, Purchasing Power Parity.

Coherence - internal
Cost and burden

Every household receive 20 BGN per month of participation. It take part in the survey 4 months per year, average 2-3 hour per month.

Data revision
Data revision - policy

Not applicable.

Data revision - practice

Not applicable.

Statistical processing
Source data

Main documents of the Household budget survey are:

· Household dairy;

· Five questionnaires.

Frequency of data collection

Monthly (to 2009), quarterly (since 2010)

Data collection

The households keep a regular record in the Household Diary on:

· monetary and in-kind receipts, since 2010 and some irregular incomes for previous two months;

· monetary and in-kind expenditure, since 2010 and some irregular expenditures for previous two months.

The interviewers visit the household twice a month. During these visits they have a detailed conversation with the members of the household, check the completeness and reliability of the data entered into the diary and questionnaries.

Data validation

Logical control of data is happened at the time when the information is introduced.

Data compilation

The data are calculated by means of specialized software on a PC.

Adjustment

Not applicable.

Comment
Metadata Structure Definition: ESMS_MSD+BNSI+2.0+SDMX.2.0.xml
  • Housing conditions of the households
  • Availability of durables
  • Friday, 14 August 2015 - 11:00

    The total income average per household member during the second quarter of 2015 is 1 203 BGN and increases by 3.7% compared to the same quarter of 2014.

    The total expenditure per household member during the second quarter of 2015 is 1 093 BGN and increases by 7.9% in comparison with the same quarter of 2014.

    The consumption of main food products average per household member does not change considerable during the second quarter of 2015 compared to the same quarter of 2014.

  • Friday, 15 May 2015 - 11:00

    The total income average per household member during the first quarter of 2015 is 1 187 BGN and increases by 0.8% compared to the same quarter of 2014.

    The total expenditure per household member during the first quarter of 2015 is 1 099 BGN and increases by 6.8% in comparison with the same quarter of 2014.

    The consumption of main food products average per household member decreases during the first quarter of 2015 compared to the same quarter of 2014.

  • Thursday, 16 April 2015 - 11:00

    The annual total income average per household member in 2014 is 4 813 BGN or the same compared to 2013.

    Bulgarian households are spent 4 509 BGN per person in 2014, which is 1.0% more compared to 2013.

    The consumption of main food products average per household member decreases in 2014.

  • Monday, 16 February 2015 - 11:00

    The total income average per household member during the fourth quarter of 2014 is 1 227 BGN and remains the same compared to the fourth quarter of 2013.

    The total expenditure per household member during the fourth quarter of 2014 is 1 171 BGN and increases by 3.1% in comparison with the same quarter of 2013.

    The consumption of main food products average per household member decreases during the fourth quarter of 2014 compared to the same quarter of 2013.

  • Friday, 14 November 2014 - 11:00

    The total income average per household member during the third quarter of 2014 is 1 195 BGN and decreases by 3.7% compared to the same period of 2013.

    The total expenditure average per household member during the third quarter of 2014 is 1 147 BGN and remains almost the same in comparison to the same quarter of 2013.

    The consumption of main food products average per household member decreases during the third quarter of 2014 compared to the same quarter of 2013.

  • Thursday, 14 August 2014 - 11:00
    The total income average per household member during the second quarter of 2014 is 1160 BGN. 
    Wages and salaries continue to be the main source of household income - 55.2% from the total income. 
     
    The total expenditure per household member during the second quarter of 2014 is 1012 BGN and it decreases by 4.4% in relation to the same quarter of 2013.
     
    The consumption of main food products average per capita decreases during the second quarter of 2014 compared to the second quarter of 2013.
     
  • Thursday, 15 May 2014 - 11:00

    The total income average per household member during the first quarter of 2014 is 1177 BGN or by 6.2% more compared to the same quarter of 2013.

    The total expenditure per household member during the first quarter of 2014 is 1030 BGN and it is the same in relation to the first quarter of 2013.

    The consumption of some main food products average per capita changes during the first quarter of 2014 compared to the first quarter of 2013.

  • Wednesday, 16 April 2014 - 11:00
  • Friday, 14 February 2014 - 11:00

    The average quarterly total income average per household member during the fourth quarter of 2013 is 1228 BGN or by 6.1% more compared to the same quarter of 2012.

    The total expenditure per household member during the fourth quarter of 2013 is 1136 BGN and it increases by 7.4% in relation to the same quarter of 2012.

    The consumption of main food products average per capita doesn’t change vastly during the fourth quarter of 2013 compared to the fourth quarter of 2012.

  • Friday, 15 November 2013 - 11:00

    The average quarterly total income average per household member during the third quarter of 2013 is 1242 Levs or by 10.9% more compared to the same quarter of 2012.

    The total expenditure per household member during the third quarter of 2013 is 1145 Levs and it increases by 10.8% in relation to the same quarter of 2012.

    The consumption of main food products average per capita doesn’t change vastly during the third quarter of 2013 compared to the third quarter of 2012.

Pages

  • Statistical Yearbook 2012
    Statistical Yearbook 2012
    The National Statistical Institute (NSI) has the pleasure to submit to the attention of national and foreign users of statistical information the 80th edition of the ‘Statistical Yearbook of the Republic of Bulgaria’ in printed and electronic format.
    It provides current statistical information about the demographic, economic and social development of the country for the 2007 - 2011 period in different territorial and classification aggregations and breakdowns.
  • Average Prices and Purchased Quantities of Main Foods and Non-Foods by Households for the 2001 - 2012 Period
    Average Prices and Purchased Quantities of Main Foods and Non-Foods by Households for the 2001 - 2012 Period
    The National Statistical Institute presents to users of statistical information the electronic bilingual (Bulgarian/English) publication Average Prices and Purchased Quantities of Main Foods and Non-Foods by Households for the 2001 - 2012 Period.
  • Household budgets in the Republic of Bulgaria 2012
    Household budgets in the Republic of Bulgaria 2012
    The National Statistical Institute presents to users of statistical information the electronic bilingual (Bulgarian/English) publication Household budgets in the Republic of Bulgaria 2012.
  • Household budgets in the Republic of Bulgaria 2011
    Household budgets in the Republic of Bulgaria 2011
    The National Statistical Institute presents to users of statistical information the electronic bilingual (Bulgarian/English) publication Household budgets in the Republic of Bulgaria 2011.
  • Average Prices and Purchased Quantities of Main Foods and Non-Foods by Households for the 2001 - 2011 Рeriod
    Average Prices and Purchased Quantities of Main Foods and Non-Foods by Households for the 2001 - 2011 Рeriod
    The National Statistical Institute presents to users of statistical information the electronic bilingual (Bulgarian/English) publication Average Prices and Purchased Quantities of Main Foods and Non-Foods by Households for the 2001 - 2011 Period.
  • Statistical Yearbook 2011
    Statistical Yearbook 2011
    The National Statistical Institute (NSI) has the pleasure to submit to the attention of national and foreign users of statistical information the 79th edition of the ‘Statistical Yearbook of the Republic of Bulgaria’ in printed and electronic format.
    It provides current statistical information about the demographic, economic and social development of the country for the 2005 - 2010 period in different territorial and classification aggregations and breakdowns.
  • Household budgets in the Republic of Bulgaria 2010
    Household budgets in the Republic of Bulgaria 2010
    The National Statistical Institute presents to users of statistical information the electronic bilingual (Bulgarian/English) publication Household budgets in the Republic of Bulgaria 2010.
  • Average Prices and Purchased Quantities of Main Foods and Non-Foods by Households for the 2001 - 2010 рeriod
    Average Prices and Purchased Quantities of Main Foods and Non-Foods by Households for the 2001 - 2010 рeriod
    The National Statistical Institute presents to users of statistical information the electronic bilingual (Bulgarian/English) publication Average Prices and Purchased Quantities of Main Foods and Non-Foods by Households for the 2001 - 2010 Period.
  • Statistical Yearbook 2010
    Statistical Yearbook 2010
    The National Statistical Institute (NSI) has the pleasure to submit to the attention of national and foreign users of statistical information the 78th edition of the ‘Statistical Yearbook of the Republic of Bulgaria’ in printed and electronic format.
    It provides current statistical information about the demographic, economic and social development of the country for the 2004 - 2009 period in different territorial and classification aggregations and breakdowns.
  • Statistical Yearbook 2009
    Statistical Yearbook 2009
    The National Statistical Institute (NSI) has the pleasure to submit to the attention of national and foreign users of statistical information the 77th edition of the ‘Statistical Yearbook of the Republic of Bulgaria’ in printed and electronic format. The issue is published in 2010, which marks 130 years since the establishment of a statistical institution in Bulgaria and 100 years since publishing of the first ‘Statistical Yearbook of the Bulgarian Kingdom’ in 1910.

Pages