Item 3.5 MODERNISATION OF SOCIAL STATISTICS: Roadmaps for SILC, LFS, Education/Health and Population

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1 EUROPEAN COMMISSION EUROSTAT Directorate F: Social statistics Doc. Eurostat/F/14/DSS/01/3.5 EN Corrected version Pages 7 and 8 Item 3.5 MODERNISATION OF SOCIAL STATISTICS: Roadmaps for SILC, LFS, Education/Health and Population MEETING OF THE EUROPEAN DIRECTORS OF SOCIAL STATISTICS LUXEMBOURG, 3 4 APRIL 2014 BECH BUILDING, ROOM QUETELET

2 1. Introduction The aim of this document is to inform DSS members of the next steps for the modernisation of some social surveys (EU LFS, EU-SILC and surveys in the fields of education and health) and for the modernisation of population statistics. 2. Modernisation of social surveys The scope of the modernisation of social surveys correspond to the scope of the current LFS, SILC, AES, EHIS, ICT (HH), HBS and TUS. Both LFS and SILC have embarked on revision processes since some years and the deliverables of both review projects must be streamlined into the modernisation of social statistics, together with improvements from other social surveys, and the timing must be co-ordinated. As described under agenda item 3.3, the is to move towards a Framework Regulation for an Integrated System of Social Surveys (European Parliament and Council regulation) to be submitted to the Council and the EP no later than by end 2016 It will refer to data sources and introduce principles that countries might find useful for their statistical production. The framework regulation will basically describe the modalities for implementing the technical packages. It will not include detailed variables to be collected or methodological issues, which will be dealt through Commission delegated or implementing acts ( technical packages ). We think this is the correct layer where technical should take place, it provides more flexibility to the system, and it goes along the main orientations defined in the Lisbon Treaty. In terms of calendar, the aim is to finalise the technical s for LFS, SILC, surveys on education and health, and standardisation and harmonisation of variables by the end of 2014 so that a complete set (framework regulation and implementing provisions for the technical packages) is brought to DSS and ESSC early 2016 before it goes to the Commission for adoption (in the meantime an impact assessment will be carried out 1 ). Taking into account at the Council and EP, it is not likely that it is in place before The roadmaps on EU-SILC, EU LFS and surveys on education and health 2 are all distinguishing between three packages with different timing. A first package of key elements to be covered by the Framework Regulation for social surveys will be finalised by December The proposed package will be submitted to the spring 2015 DSS meeting. A second package would consist of elements which will not be in the Framework Regulation but will probably be dealt with through Commission delegated or 1 This impact assessment would also be required if the basic legislation (LFS or SILC) would be revised as well. So the fact of moving towards framework legislation does not add extra delay. 2 The roadmap for health will be provided through an up-dated version of this document. 2

3 implementing acts ( technical packages ). The target is for the elements of this package to be ready at the end of Work on a third package of issues not to be included in legal acts can go on till the end of 2016 or the beginning of Modernisation of population statistics For the modernisation of population statistics, the proposed strategy relates to the long term (i.e. after 2020). A single legal basis for population statistics (including demography; population and housing census and migrations) based on a single population definition is proposed. Included are the tentative legal solution timetables for: The 2021 census (transitory solution). Data collection from administrative sources related to asylum, immigration enforcement, residence permits and similar. 3

4 Roadmap for the LFS review (1/2) Roadmap for the LFS review List of EU LFS modules J F M A M J J A S O N D J F M A M J J A S O N D Package I (elements to be covered by the Framework Regulation) Precision requirement for EU LFS (including mandatory infra-annual rotation pattern) Timeliness of data transmission System of programming of SAMs Quality reporting for EU LFS (and MIP) TF to meet in March and possibly in May LAMAS: first LAMAS: adoption of final Use of administrative data in EU LFS Data collection modes ESSnet multi-mode data collection Modularisation - sub-sampling List of EU LFS variables (consistent with the List of modules of package I) - labour market variables - income variable(s) - education variables - other variables (hh composition; health) Operational definition of employment unemployment - including new ILO employment and unemployment definitions Package II (elements to be covered by Delegated Act/Implementing Measure) Written consultations of LAMAS + TF on working time in May Discussion group Written consultation follow-up ICLS LAMAS: first LAMAS: Testing LAMAS: adoption of final (but income) Testing LAMAS: decision on income variables

5 Roadmap for the LFS review (2/2) J F M A M J J A S O N D J F M A M J J A S O N D Package III (technical elements outside legal framework) Model questionnaire on employment and unemployment - including new ILO employment and unemployment definitions Model questionnaire on working time Written consultation follow-up ICLS TF to meet in May. Revised model questionnaire based on tests results LAMAS: Revised model questionnaire based on tests results, meeting TF HMEU and ICLS LAMAS: of test results LAMAS: possibly decision on more testing LAMAS: new - adoption planned in 2016 Methodological solutions for the production of flow estimates Harmonisation of variables Explanatory notes for EU LFS variables TF to meet in May 2nd TF meeting LAMAS: first 3rd TF meeting LAMAS: first LAMAS: final agreement Calculation of non-response indicators Testing Testing 5

6 Timeliness of EU-SILC data transmission List of EU SILC modules - nucleus, every 3- year, every 6-year Quality reporting for EU SILC Precision requirement for EU SILC (cross sectional and longitudinal components), including regional dimension Longitudinal component Use of administrative data in EU SILC Data collection modes for EU SILC List of EU SILC variables (consistent with the List of modules of package I): - nucleus June Nov-Dec J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D Package I (elements to be covered by the Framework Regulation) first very first for written comments DSS: support DSS: more work to be done TF 12/2013: final early SILC data on +/- 20 MS TF to meet in March: further s decision further presentation and decision Roadmap for the SILC review final elements concerning EU SILC for framework regulation Roadmap for the SILC review more early data and full -cross-sectional< July TF to meet in September and possibly December as well as spring 2015: final s TF to meet in September and possibly December as well as spring 2015: further s decision further presentation and Package II (elements to be covered by Delegated Act/Implementing Measure) final elements concerning EU SILC for framework regulation Further work TF, including outcomes from tests (see Package III) TF 12/2013: first TF 03/2014: possibly - health every 3-year module TF 09/2014: final s for delegated/implementing acts revised last decisions (possibly after testing) - children and housing conditions every 3- TF 12/2013: first TF 09/2014: revised TF spring 2015: final after testing further decision year module (from ahm 2012, homeless) presentation - labour and child-care every 3-year TF 12/2013: first TF 09/2014: revised TF spring 2015: final and module (from Euromod input) TF 03/2014: - every 6-year modules development phase and testing (with TF SILC revision and ad hoc TFs) rules, topics decision decision* early data and full -cross-sectional < July nearly all MS final elements concerning EU SILC for framework regulation *: WG written consultation or special meeting s for delegated/implementing acts grants for testing, worshops on best practices, building capacities for timeliness and regionalisation (possibly others in 2015 / 2016) Harmonisation of variables Explanatory notes for EU SILC variables and other methodological manuals adaptation production IT tools June Nov-Dec J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D Package III (technical elements outside legal framework) call for work on HH variables information starting 1st workshop Lisbon DSS Roadmap for the SILC review ongoing ongoing 1st interim reports input for for framework regulation state of play second workshop decision 2nd interim reports input for s for acts / regulation included in s for delegated/implementing acts first final reports progressively prepared for adoption in 2017 by WG progressive development (already ongoing for timeliness and reconciliation cross sectional and longitudinal files) input for decisions third workshop input for s for delegated/implementing acts 6

7 ROADMAP FOR EDUCATION New table NB: If new framework regulation is not adopted in 2019, AES 2021 will then take place within existing EP & Council Regulation 452/2008 Roadmap AES beyond new framework regulation on social statistics Q1 Q2 Q3 Q4 Package I: AES input into framework regulation for social statistics Scope: statistical unit, population covered (age range), proxy answers to be avoided List of modules = AES modules Data source: sample survey, administrative data may be used to reduce burden Periodicity: every 4 years, next implementation 2020 Sampling and precision requirements Quality reporting (ESQRS)* Deadline for data transmission * Data transmission (single entry point services)* Data collection mode** List of AES variables for the 'modules' Data collection period Reference period Reference to AES manual European standard questionnaire AES manual Discussion at the AES TF (May) for AES 2021 First to the ETS WG (June) for AES 2021 Final, agreement of ETS WG in written procedure (October) for AES 2021 Package II: elements covered by the delegated act / implementing measure Preparation of AES 2021 Package III: technical elements outside the legal framework Adoption of AES 2021 Preparation of AES 2021 manual & questionnaire * according to the current legal framework (Regulation (EC) No 452/2008), this item is defined at the level of the implementing measure (Commission Regulation) ** new item 7

8 ROADMAP FOR HEALTH New table Roadmap EHIS beyond the 2014 round - new framework regulation on social statistics NB: EHIS 2019 will not take place within new framework regulation as implementing measures for EHIS 2019 have to be adopted in 2017 (in 2017 the new framework regulation will not be adopted). However the roadmap shows steps for Aim: collect detailed information on health status and determinants Scope: statistical unit **, population covered **, proxy answers to be avoided Subjects covered = EHIS modules * Final sample size ** Sampling and precision requirements ** Quality reporting (ESQRS) * Data transmission delays (micro-data and quality report) ** Data transmission (single entry point services) ** Data collection mode List of EHIS and disability variables for the 'modules' ** Data collection period Reference period Reference to EHIS manual European standard questionnaire EHIS manual EHIS 2019 to be adopted within EP & Council Regulation 1338/2008, in addition to steps for EHIS Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Package I: EHIS input into framework regulation for social statistics Written First consulta tion of WG for EHIS Public 2024 to HIS Health on TG EHIS 2024 HIS Technical Group: first for EHIS 2019 HIS Technical Group: final for EHIS 2019 Public Health WG: adoption of EHIS 2019 Adoption of implementing regulation regarding EHIS 2019 Package II: elements covered by the delegated act / implementing measure Package III: technical elements outside the legal framework Preparation of EHIS 2019 manual Preparation of EHIS 2024 Adoption of EHIS 2024 Preparation of EHIS 2024 manual * this item is defined within the current legal framework (Regulation (EC) No 1338/2008), ** according to the current legal framework (Regulation (EC) No 1338/2008), this item is defined at the level of the implementing measure (Commission Regulation) 8

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