Income and living conditions


Metadata
Period: Annual
Year: 2020

REFERENCE METADATA
01. Contact
02. Metadata update
03. Statistical presentation
04. Unit of measure
05. Reference Period
06. Institutional Mandate
07. Confidentiality
08. Release policy
09. Frequency of dissemination
10. Accessibility and clarity
11. Quality management
12. Relevance
13. Accuracy and reliability
14. Timeliness and punctuality
15. Coherence and comparability
16. Cost and Burden
17. Data revision
18. Statistical processing
19. Comment

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01. ContactTop
01.1. Contact organisation

Statistical Office of the Republic of Serbia

01.2. Contact organisation unit

Social Statistics Department / Living standard statistics unit

01.5. Contact mail address

Milana Rakića 5, Bеlgrade

01.6. Contact email address

silc@stat.gov.rs

01.7. Contact phone number

+381 11 2412922  ext. 242, 363


02. Metadata updateTop
02.1. Metadata last certified
10/12/2020
02.2. Metadata last posted
26/11/2021
02.3. Metadata last update
26/11/2021

03. Statistical presentationTop
03.1. Data description

The aim of the survey is to collect comparable data on people at risk of poverty or social exclusion, income distribution and monetary poverty, living conditions and material deprivation. Data are used to obtain structural social indicators at the level of the Republic of Serbia and are internationally comparable.

03.2. Classification system

The EU-SILC results are produced in accordance with the relevant international classification systems.

The main classifications used are:

  • ISCED 2011 for the level of education
  • ISCO 08(COM) for occupation
  • NACE Rev. 2 for economic activity.
03.3. Coverage - sector

Not applicable.

03.4. Statistical concepts and definitions

A household means any family or other community of persons who live together and jointly spend funds for meeting their basic life needs (food, housing, etc.), regardless of whether all members are permanently at the place where the household resides or some of them temporarily reside in some other place in the country or abroad on account of work, education or for some other reason.

Household type classification is constructed by reference to the numbers of adult members, their age and gender, and the numbers of dependent children living with them.

Type of household:

  1. Total
  2. All households without dependent children
  3. Single person household
  4. One adult male
  5. One adult female
  6. One adult older than 65 years
  7. One adult aged between 0 and 64 years
  8. Two adults, no dependent children, younger than 65 years
  9. Two adults, no dependent children, at least one aged 65 years and over
  10. Three or more adults, no dependent children
  11. All households with dependent children
  12. Single parent with a least one dependent child
  13. Two adults with one dependent child
  14. Two adults with two dependent children
  15. Two adults with three or more dependent children
  16. Three or more adults with dependent children

“Dependent children” relate to all persons under the age of 18, as well as persons aged from 18 to 24, living with at least one parent, and being economically inactive.

Equivalised disposable income is the total household disposable income evenly distributed among the members of the household according to the modified OECD (Organisation for Economic Co-operation and Development) equivalence scale. In accordance with this scale, first adult member of the household receives the value of 1, other adults aged 14 and over 0.5, and children under the age of 14, 0.3. Household income does not include income in kind.

The at-risk-of-poverty threshold (relative poverty line) represents 60% of the median equivalised disposable income and it is presented in dinars.nted in dinars.

The at-risk-of-poverty rate represents the share of persons whose equivalised disposable income is below relative poverty line. It does not show the actual number of poor people, but rather how many of them have an income below the at-risk-of-poverty threshold.

The at-risk-of-poverty or social exclusion rate (AROPE) shows the share of individuals who are at risk of poverty or are severely materially deprived or live in households with very low work intensity.

The relative at-risk-of-poverty gap represents the difference between the at-risk-of-poverty threshold and the median equivalised disposable income of the persons who are below the at-risk-of-poverty threshold.

The S80/S20 income quintile share ratio compares the total equivalised disposable income of the upper income quintile (20% of the population with the highest equivalised disposable income) with those from the lower income quintile (20% of the population with the lowest equivalised disposable income).

The Gini coefficient represents the measure of inequality in the distribution of income. The value of this coefficient goes within the interval from 0 to 100, where 0 represents perfect equality, i.e. each person has equal income. As the value of the coefficient grows, so grows the income inequality.

Persistent at-risk-of-poverty rate presents the percentage of persons who are at-risk-of-poverty in the current year and who have been in the same position for at least two of the three previous years. 

The dispersion around the at-risk-of-poverty threshold shows sensitivity of the at-risk-of-poverty rate to the selection of the poverty threshold – 40%, 50%, 70% of the median equivalised disposable income.

The most frequent activity  refers to the activity status which the person had for at least 7 months during the reference period. It is calculated for the persons aged 18 and over.

The following classification of most frequent activity status is established:

  1. Employed
  2. Employees
  3. Employed persons except employees
  4. Not employed
  5. Unemployed
  6. Retired
  7. Other inactive

The work intensity of the household refers to the number of months that all working age household members have been working during the income reference period as a proportion of the total number of months that could theoretically be worked within the household. The work intensity is defined as very low (0-0.20), low (0.20-0.45), medium (0.45-0.55), high (0.55-0.85) and very high (0.85-1). For example, low work intensity refers to households whose working-age members worked between 20% and 45% of the total number of months they could have possibly worked during a referent period.

The material deprivation of a household is an indicator of the material conditions that influence the quality of life of the household.

The material deprivation items are:

  1. inability of the household to keep its home adequately warm,
  2. inability of the household to afford the washing machine,
  3. inability of the household to afford a car,
  4. inability of the household to afford paying for one week annual holiday away from home,
  5. inability of the household to afford unexpected financial expenses,
  6. inability of the household to afford a telephone,
  7. inability of the household to afford a colour TV,
  8. inability of the household to afford a meal with meat, chicken, fish (or vegetarian equivalent) every second day,
  9. being in arrears with mortgage or rent payments, utility bills, hire purchase instalments or other loan payments.
The material deprivation rate is an indicator of the inability of a household to financially afford at least 3 out of 9 items of material deprivation.
 
The severe material deprivation rate is an indicator of financial inability of a household to afford at least 4 out of 9 items of material deprivation.

Subjective poverty rate (ability to make ends meet) represents a subjective feeling of the households about the difficulties faced in its attempt to pay all of its necessary costs taking into consideration the total income of that household.

Financial burden of the total housing cost refers to the subjective assessment of the household about the extent of the burden of the total housing costs. These expenditures include mortgage and rent payments, utility bills, and other expenditures related to housing.

 

03.5. Statistical unit

Households and household members.

03.6. Statistical population

EU-SILC survey includes households on the territory of the Republic of Serbia (permanent residents).

Every household chosen according to the sample plan is a survey unit.

The survey does not cover collective households (hospitals, prisons, monasteries, boarding schools, etc.). 

03.7. Reference area

Republic of Serbia

Since 1999, the Statistical Office of the Republic of Serbia doesn't dispose of certain data for AP Kosovo and Metohia, so they are not contained in the data coverage for the Republic of Serbia (total)

03.8. Coverage - Time

Data are available for the period from 2013. 

03.9. Base period

Not applicable.


04. Unit of measureTop
04. Unit of measure

Indicators are reported as rates and dinars (RSD).


05. Reference PeriodTop
05. Reference Period

EU-SILC uses the following reference periods:

  • The income reference period is the previous calendar year.
  • The reference period for material deprivation is the day of the interview.
  • Childcare reference period - the childcare reference period shall be a typical (usual) week around the interview. 

06. Institutional MandateTop
06.1. Institutional Mandate - legal acts and other agreements

National legislation:

  • Official Statistics Law
  • Resolution on the Programme of official statistics
  • Regulation on the Plan of official statistics for the current year
 
* The above documents are available at SORS website:  www.stat.gov.rs/en-US/o-nama/dokumenti
 
The EU-SILC (Statistics on Income and Living Conditions) instrument, operates under a framework Regulation of the Council and the Parliament (Regulation (EC) No 1177/2003) and a series of Commission implementing Regulations.

 

06.2. Institutional Mandate - data sharing

Not applicable.


07. Confidentiality Top
07.1. Confidentiality - policy

Data confidentiality is stipulated by:

 

07.2. Confidentiality - data treatment

Need to protect individual data is an extremely important issue. The results of the survey are published as aggregates, thus securing full confidentiality of information about households and individuals, according to the provisions of the Law on Official Statistics. Statistical micro-databases that are released for use for scientific research purposes contain reduced information about the respondents in order to prevent identification of the surveyed individuals or households.

 


08. Release policyTop
08.1. Release calendar
Calendar of releases is available at SORS website on the 1st day of December every year for the forthcoming year (http://www.stat.gov.rs/en-US/calendar).
 
All SORS releases are launched at 12.00.
Any divergence from the defined time schedule are announced in advance and explained in the Calendar.  

 

08.2. Release calendar access

Calendar of releases is available at SORS website:

http://www.stat.gov.rs/en-US/calendar

 

08.3. Release policy - user access

The data obtained through statistical surveys are released at: 

The results of official statistics are available at the same time to all users on impartial basis; any privileged access by external users before their release is not allowed.  
 
In line with the Community legal framework and the European Statistics Code of Practice, Eurostat disseminates EU-SILC statistics on Eurostat’s website: Income and living conditions

 


09. Frequency of disseminationTop
09. Frequency of dissemination

Annual


10. Accessibility and clarityTop
10.1. Dissemination format - News release

SILC data are published annualy in release “Poverty and Social Inequality".

10.2. Dissemination format - Publications

The Statistical Office of the Republic of Serbia publishes the following publications:

  • Statistical release PD10 “Poverty and Social Inequality”

The publications can be accessed through the link: http://www.stat.gov.rs/en-US/publikacije

10.3. Dissemination format - online database

SILC data are available in an online dissemination database of the Statistical Office of the Republic of Serbia and are located in section  Household budget Survey, Income and living conditions Survey / Income and living conditions: https://data.stat.gov.rs/?caller=SDDB&languageCode=en-US

Eurostat also disseminates EU-SILC statistics on Eurostat’s website, which can be accessed through the link: http://ec.europa.eu/eurostat/web/income-and-living-conditions/data/database

10.4. Dissemination format - microdata access
On request, the access to anonymized microdata is ensured to scientific and research institutions.
The request can be placed by email at stat@stat.gov.rs, or by regular mail addressed at 
5 Milana Rakića St, Belgrade.

 

10.5. Dissemination format - other
Submission of data at the request of users is performed in accordance with Rules on Dissemination of Statistical Data and Services of Statistical Office, in accordance with Articles 39 and 43 of the provision on data and information dissemination of the Official statistics law (‘Official Gazette of the Republic of Serbia, No. 104/09’):

 

 
When publishing results of research based on anonymized micro data of Statistical Office, it is necessary to specify Statistical Office as a data resource.

 

10.6. Documentation on methodology

Detailed guidelines of EU-SILC (Doc 065 Description of target variables: Reconsiled files) can be found on:

10.7. Quality management - documentation

Not applicable.


11. Quality managementTop
11.1. Quality assurance
The SORS quality management system is relied on the Serbian official statistics mission and vision, as well as on the European Statistics Code of Practice – CoP and the Total Quality Management – TQM principles, which together make the common quality framework of the European Statistical System (ESS).
 
For more information, please see the documents at http://www.stat.gov.rs/en-US/o-nama/sistem-upravljanja-kvalitetom.
 

SORS is working on improving the quality of the SILC by implementing the following EU regulations:

  • Regulation (EC) No 1177/2003 of the European Parliament and of the Council of 16 June 2003 concerning Community statistics on income and living conditions adopted on 16 June 2003
  • Regulation CE 1980/2003 on definitions published in the OJ on 21 October 2003
  • Regulation CE 1981/2003 on fieldwork aspect and imputation procedures published in the OJ on 21 October 2003
  • Regulation CE 1982/2003 on sampling and tracing rules published in the OJ on 21 October 2003
  • Regulation CE 1983/2003 on the list of target primary variables published in the OJ on 7 November 2003
  • Regulation CE 28/2004 on the content of intermediate and final quality reports published in the OJ on 5 January 2004

 

11.2. Quality management - assessment

According to Regulation on 'Quality Reports' (28/2004), along with the data, SORS transmit SILC quality reports to Eurostat, in which the accuracy, coherence and comparability of the data is analysed.

SILC quality reports for the Republic of Serbia are available on European Commission website: European Commission - CIRCABC

Documents are located in section Eurostat > EU-SILC > Quality assessment > Quality reports


12. Relevance Top
12.1. User needs
The SILC survey regularly provides data for monitoring and comparing income, poverty, social exclusion and living condition statistics.
 
In accordance with the research methodology, two types of data are provided annually:
  • Cross-sectional data - refer to a specific time or period of time, and provide information on income, social exclusion, poverty and living conditions
  • Longitudinal data - refers to changes at the individual level over time, observed periodically, over a four-year period.
Survey data are used for the analysis and research studies in standard of living, poverty etc.
 
The users of data are: Statistical Office of the Repubilc of Serbia,The Government of the Republic of Serbia and government institutions, scientific and research institutions, international institutions, students, journalists, legal entities and individuals.
 
 
12.2. User satisfaction

On biennial basis (once in two years), by the means of web interview, implemented is the User Satisfaction Survey. The survey results are available at SORS website: http://www.stat.gov.rs/en-US/o-nama/sistem-upravljanja-kvalitetom.

 

12.3. Completeness
EU-SILC is fully complied with the survey methodology defined by The European Commission regulations and Eurostat methodological standards. 
 

13. Accuracy and reliabilityTop
13.1. Overall accuracy

Like in any sample survey, the statistics generated from the SILC data may be liable to errors which are inherent in the survey method used. Usually, a sample of households is selected in a way that the probability of a household being selected is known. In this way, the results can be reliably projected from the sample to the household reference population with known levels of precision, i.e. standard errors and confidence intervals for survey estimates can be constructed.

13.2. Sampling error
In the case of the EU-SILC survey in the Republic of Serbia (RS) sampling errors for the indicators were calculated using the Bootstrap replication method.
 
Standard errors were calculated by using Bootstrap replication method, which represents type of repeated resampling method. The general characteristic of repeated resampling method and therefor also of Bootstrap is to draw (sub-) samples from the original sample and to calculate the population parameter of interest from each sample. The variance estimation is then based on the distribution of the several estimates.
 
The resampling methods have the major advantage of not requiring an explicit expression for the variance of each statistic. They are also more encompassing: by repeating the entire estimation procedure independently for each replication, the effect of various complexities, such as each step of a complex weighting procedure the impact of the sampling variability of the weights themselves can be incorporated into the variance estimates produced. Generally, this cannot be done with the linearization approach. The advantages of the replication methods are very relevant in the context of EU-SILC, because it has to deal with many statistics such as equivalized disposable income, Gini coefficient, poverty rates, etc., in their full complexity.
 
13.3. Non-sampling error
Non-sampling errors are basically of 4 types:
 
Coverage errors
Measurement errors
Processing errors
Non-response errors
 
Coverage errors include over-coverage, under-coverage and misclassification:
 
Over-coverage: relates either to wrongly classified units that are in fact out of scope, or to units that do not exist in practice
Under-coverage: refers to units not included in the sampling frame
Immigrants who came in Serbia before the survey;
Persons who moved from a household to create a new household;
Diplomats exempt from an inscription in the sample frame;
Refugees on a waiting list.
Misclassification: refers to incorrect classification of units that belong to the target population
Household who moved from a region in Serbia to another region of Serbia.
 
Measurement errors occur at the time of data collection. There are a number of sources for these errors such as the survey instrument, the information system, the interviewer and the mode of collection.
 
Processing errors occur in post-data-collection processes such as data entry, keying and editing.  There were many logical controls incorporated in the CAPI application including routings, ranges and inconsistences. 
 
Non-response errors are errors due to an unsuccessful attempt to obtain the desired information from an eligible unit. Two main types of non-response errors are considered:
 
Unit non-response, refers to absence of information of the whole units (households and/or persons) selected into the sample. The impact of unit non-response is reduced by attaching appropriate weights to the responding cases. 
Item non-response, refers to the situation where a sample unit has been successfully enumerated, but not all required information has been obtained. 
 

14. Timeliness and punctualityTop
14.1. Timeliness

Annual data are published once a year. Data gathered for year N are published by mid-October of year N+1 (where N = year of data collection).

14.2. Punctuality

The data is published on time and in accordance with Statistical calendar.


15. Coherence and comparabilityTop
15.1. Comparability - geographical
Since all definitions and procedures are laid down by the Eurostat, it makes the Survey suitable for both overall and very specific international comparisons of data and/or indicators.
15.2. Comparability - over time
Data comparability over time is ensured by using EU-SILC common framework, defined by harmonized lists of target primary and secondary variables, common concepts, a recommended design, classifications and common requirements (for imputation, weighting, sampling errors calculation).
 
Since 2013, EU-SILC data are comparable. 
15.3. Coherence - cross domain

The most important source against which data obtained through the Income and Living Conditions Survey can be compared is the Household Budget Survey (HBS). Considering that these are totally different instruments, with different methodologies, sources and even sometimes definitions, overall coherence is quite acceptable.

SILC is an annual survey conducted by the SORS to obtain information on income and poverty indicators for the population, different types of households, etc. The HBS also provides information on income, in relation to their household consumption expenditures.

Income data in the Income and Living Conditions Survey are recorded for the previous calendar year, while in the Household Budget Survey, this information refers to the month preceding the interview. As a result of different reference periods and definitions that are not fully harmonized, income data from these two sources are not directly comparable. 

15.4. Coherence - internal

Тhere is very good internal data coherence.


16. Cost and BurdenTop
16. Cost and Burden

SILC fieldwork organization, along with training interviewers and using CAPI method for collecting data, is aimed at minimizing non-response rate and total length of interviewing household. Average interview duration is about 60 minutes.


17. Data revisionTop
17.1. Data revision - policy

The main principles and standards of the revisions of released statistical data are defined by the General Revision Policy of the Statistical Office of the Republic of Serbia:  https://www.stat.gov.rs/media/2332/general-revision-policy.docx

The SORS general revision policy constitutes the global frame ensuring that each statistical domain shall define its own revision policy in compliance with its specific nature. 
 
The general SORS revision policy determines:
  • general rules of revisions of the published data
  • forms of informing users as regards the possible causes of revisions
  • categories of revisions
  • documents covering all aspects of revisions
 
The general SORS revision policy is available at http://www.stat.gov.rs/media/2332/general-revision-policy.docx.

 

17.2. Data revision - practice
Data for 2014, 2015 and 2016 were revised.
 
Revision was necessary because of applying innovative methods in data calculation contributed to improved quality of the calculated indicators.

18. Statistical processingTop
18.1. Source data

Тhe sampling frame is the The Census of Population, Households and Dwellings in the Republic of Serbia, carried out in 2011. Тarget population consists of all persons living in private households in the Republic of Serbia . Persons living in collective households and in institutions are generally excluded from the target population.

18.2. Frequency of data collection

Annually.

18.3. Data collection

Data collection in the EU-SILC survey is conducted face-to-face, using laptop computers (CAPI method).

18.4. Data validation

During initial interviews logical control in CAPI application is implemented to reduce as much as possible the number of errors in data entry. Complete logical control of fieldwork materials is then performed in the central database located on the server of the Statistical Office of the Republic of Serbia by statisticians. At the end data is submitted to Eurostat for validation, together with detailed quality report.

18.5. Data compilation
1. Calculation of the household design weights
 
Household design weight is calculated is the reciprocal of the probability of selection of the household, based on the probability proportional to the number of households in the enumerated areas at the first stage and random selection of the households at the second stage
 
2. Weight adjustments for non-response at household level
 
Household design weight is corrected for non-response in each enumerated area, using the model for data missing at random; eq. estimator is formed over the response set
18.6. Adjustment
According to the principles of the detailed methodology of EU-SILC (Doc. 065/2018) imputation for the case of item non-response is applied. The aim is to insert a value where the original data is missing due to item non-response. The inserted value is estimated on the basis of deterministic and/or stochastic methods.
 

19. CommentTop
19. Comment

Not applicable.