Commission Implementing Regulation (EU) 2024/2915 of 25 November 2024 specifying technical items of data sets of the sample survey in the income and living conditions domain on over-indebtedness, consumption and wealth pursuant to Regulation (EU) 2019/1700 of the European Parliament and of the Council, and amending Commission Implementing Regulation (EU) 2021/2052
This is the act as published. Later amendments are not folded into the text below: each one is a separate act in this repository and an entry in this law's history.
| Image omitted; see official source | Official Journal of the European Union | EN L series |
| --- | --- | --- |
| 2024/2915 | 26.11.2024 |
THE EUROPEAN COMMISSION,
Having regard to the Treaty on the Functioning of the European Union,
Having regard to Regulation (EU) 2019/1700 of the European Parliament and of the Council of 10 October 2019 establishing a common framework for European statistics relating to persons and households, based on data at individual level collected from samples, amending Regulations (EC) No 808/2004, (EC) No 452/2008 and (EC) No 1338/2008 of the European Parliament and of the Council, and repealing Regulation (EC) No 1177/2003 of the European Parliament and of the Council and Council Regulation (EC) No 577/98 1, in particular Article 7(1) thereof,
Whereas:
- (1) To ensure that the implementation of the income and living conditions domain is conducted accurately, the Commission should specify the technical items of the data sets on over-indebtedness, consumption and wealth.
- (2) The income and living conditions domain provides the information required by the European Semester and the European Pillar of Social Rights, in particular on income distribution, poverty and social exclusion. It also provides information for other EU policies related to living conditions and poverty. There is a strong policy need for detailed information on over-indebtedness, consumption and wealth, in particular on reasons for over-indebtedness, elements of consumption and wealth, and the assessment of own needs. The data set provides information on material inequality and poverty and helps monitor transport poverty. Moreover, it allows statistical matching of data between income and the living conditions and consumption domains.
- (3) To ensure that policy needs for better measuring energy poverty, especially household energy costs, are fulfilled, Commission Implementing Regulation (EU) 2021/2052 2 should be amended accordingly. The detailed topics ‘employment status’ and ‘housing conditions details, including deprivation and imputed rent’ should be amended to respond to new data needs.
- (4) The measures provided for in this Regulation are in accordance with the opinion of the European Statistical System Committee established under Article 7 of Regulation (EC) No 223/2009 of the European Parliament and of the Council 3,
HAS ADOPTED THIS REGULATION:
Article 1
Technical items of data sets of the sample survey in the income and living conditions domain on over-indebtedness, consumption and wealth
The technical characteristics of the data sets in the income and living conditions domain as regards the detailed topics ‘over-indebtedness, including reasons’, ‘elements of wealth, including dwelling ownership’, ‘elements of consumption’, ‘assessment of own needs’ shall be as set out in Annex I. They shall refer to:
- (a) the variable’s identifier;
- (b) the variable’s name;
- (c) the modality label and code;
- (d) the collection unit;
- (e) the reference period.
Article 2
Amendments to Implementing Regulation (EU) 2021/2052
Regulation (EU) 2021/2052 is amended as follows:
- (1) in Article 1, point (e) is deleted;
- (2) the Annex is replaced by the text in Annex II to this Regulation.
Article 3
Entry into force and date of application
This Regulation shall enter into force on the twentieth day following that of its publication in the Official Journal of the European Union.
This Regulation shall be binding in its entirety and directly applicable in all Member States.
Done at Brussels, 25 November 2024.
For the Commission
The President
Ursula VON DER LEYEN
Commission Implementing Regulation (EU) 2021/2052 of 24 November 2021 specifying technical items of data sets of the sample survey in the income and living conditions domain on Labour market and housing, Intergenerational transmission of advantages and disadvantages, Housing difficulties, and the 2023 ad hoc subject on Households energy efficiency pursuant to Regulation (EU) 2019/1700 of the European Parliament and of the Council (OJ L 420, 25.11.2021, p. 23, ELI: http://data.europa.eu/eli/reg_impl/2021/2052/oj).
Regulation (EC) No 223/2009 of the European Parliament and of the Council of 11 March 2009 on European statistics and repealing Regulation (EC, Euratom) No 1101/2008 of the European Parliament and of the Council on the transmission of data subject to statistical confidentiality to the Statistical Office of the European Communities, Council Regulation (EC) No 322/97 on Community Statistics, and Council Decision 89/382/EEC, Euratom establishing a Committee on the Statistical Programmes of the European Communities (OJ L 87, 31.3.2009, p. 164, ELI: http://data.europa.eu/eli/reg/2009/223/oj).
ANNEX I
Technical characteristics of variables
| Variable identifier | Variable name | Modality code | Modality label | Collection unit | Reference period |
|---|---|---|---|---|---|
| Detailed topic: Over-indebtedness, including reasons | Detailed topic: Over-indebtedness, including reasons | Detailed topic: Over-indebtedness, including reasons | Detailed topic: Over-indebtedness, including reasons | Detailed topic: Over-indebtedness, including reasons | Detailed topic: Over-indebtedness, including reasons |
| HI022 | Arrears on non-housing bills | 1 | Yes, once | Household | Last 12 months |
| HI022 | Arrears on non-housing bills | 2 | Yes, twice or more | Household | Last 12 months |
| HI022 | Arrears on non-housing bills | 3 | No | Household | Last 12 months |
| HI022_F | Arrears on non-housing bills (flag) | 1 | Filled | ||
| HI022_F | Arrears on non-housing bills (flag) | -1 | Missing | ||
| HI022_F | Arrears on non-housing bills (flag) | -2 | N/A (no non-housing bills) | ||
| HI022_F | Arrears on non-housing bills (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HI090 | Number of loans (excluding mortgages on purchase of main residence) | 00-99 | Number (2 digits) | Household | Current |
| HI090_F | Number of loans (excluding mortgages on purchase of main residence) (flag) | 1 | Filled | ||
| HI090_F | Number of loans (excluding mortgages on purchase of main residence) (flag) | -1 | Missing | ||
| HI090_F | Number of loans (excluding mortgages on purchase of main residence) (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HI101 | Loans on Property (incl. household furniture, appliances and interior decoration and excluding mortgages on purchase of main residence) | 1 | Yes | Household | Current |
| HI101 | Loans on Property (incl. household furniture, appliances and interior decoration and excluding mortgages on purchase of main residence) | 2 | No | Household | Current |
| HI101_F | Loans on Property (incl. household furniture, appliances and interior decoration and excluding mortgages on purchase of main residence) (flag) | 1 | Filled | ||
| HI101_F | Loans on Property (incl. household furniture, appliances and interior decoration and excluding mortgages on purchase of main residence) (flag) | -1 | Missing | ||
| HI101_F | Loans on Property (incl. household furniture, appliances and interior decoration and excluding mortgages on purchase of main residence) (flag) | -2 | N/A (HI090 (number of loans) = 0) | ||
| HI101_F | Loans on Property (incl. household furniture, appliances and interior decoration and excluding mortgages on purchase of main residence) (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HI102 | Loans on car, motorcycle, caravan, van, bike or other means of transport | 1 | Yes | Household | Current |
| HI102 | Loans on car, motorcycle, caravan, van, bike or other means of transport | 2 | No | Household | Current |
| HI102_F | Loans on car, motorcycle, caravan, van, bike or other means of transport (flag) | 1 | Filled | ||
| HI102_F | Loans on car, motorcycle, caravan, van, bike or other means of transport (flag) | -1 | Missing | ||
| HI102_F | Loans on car, motorcycle, caravan, van, bike or other means of transport (flag) | -2 | N/A (HI090 (number of loans) = 0) | ||
| HI102_F | Loans on car, motorcycle, caravan, van, bike or other means of transport (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HI103 | Loans on healthcare | 1 | Yes | Household | Current |
| HI103 | Loans on healthcare | 2 | No | Household | Current |
| HI103_F | Loans on healthcare (flag) | 1 | Filled | ||
| HI103_F | Loans on healthcare (flag) | -1 | Missing | ||
| HI103_F | Loans on healthcare (flag) | -2 | N/A (HI090 (number of loans) = 0) | ||
| HI103_F | Loans on healthcare (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HI104 | Loans on education | 1 | Yes | Household | Current |
| HI104 | Loans on education | 2 | No | Household | Current |
| HI104_F | Loans on education (flag) | 1 | Filled | ||
| HI104_F | Loans on education (flag) | -1 | Missing | ||
| HI104_F | Loans on education (flag) | -2 | N/A (HI090 (number of loans) = 0) | ||
| HI104_F | Loans on education (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HI105 | Loans to cover daily expenses | 1 | Yes | Household | Current |
| HI105 | Loans to cover daily expenses | 2 | No | Household | Current |
| HI105_F | Loans to cover daily expenses (flag) | 1 | Filled | ||
| HI105_F | Loans to cover daily expenses (flag) | -1 | Missing | ||
| HI105_F | Loans to cover daily expenses (flag) | -2 | N/A (HI090 (number of loans) = 0) | ||
| HI105_F | Loans to cover daily expenses (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HI106 | Loans on other purposes (excluding mortgages on purchase of main residence) | 1 | Yes | Household | Current |
| HI106 | Loans on other purposes (excluding mortgages on purchase of main residence) | 2 | No | Household | Current |
| HI106_F | Loans on other purposes (excluding mortgages on purchase of main residence) (flag) | 1 | Filled | ||
| HI106_F | Loans on other purposes (excluding mortgages on purchase of main residence) (flag) | -1 | Missing | ||
| HI106_F | Loans on other purposes (excluding mortgages on purchase of main residence) (flag) | -2 | N/A (HI090 (number of loans) = 0) | ||
| HI106_F | Loans on other purposes (excluding mortgages on purchase of main residence) (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HI120 | Amount due last month on loans (excluding mortgages on purchase of main residence) | 1-99 999 999,99 | Amount (national currency) | Household | Last month |
| HI120_F | Amount due last month on loans (excluding mortgages on purchase of main residence) (flag) | 1 | Filled | ||
| HI120_F | Amount due last month on loans (excluding mortgages on purchase of main residence) (flag) | -1 | Missing | ||
| HI120_F | Amount due last month on loans (excluding mortgages on purchase of main residence) (flag) | -2 | Not applicable (number of loans = 0) or no payments due | ||
| HI120_F | Amount due last month on loans (excluding mortgages on purchase of main residence) (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HI111 | Loans (excluding mortgages on purchase of main residence) taken from bank or other financial institution (e.g. credit union, microcredit provider) | 1 | Yes | Household | Current |
| HI111 | Loans (excluding mortgages on purchase of main residence) taken from bank or other financial institution (e.g. credit union, microcredit provider) | 2 | No | Household | Current |
| HI111_F | Loans (excluding mortgages on purchase of main residence) taken from bank or other financial institution (e.g. credit union, microcredit provider) (flag) | 1 | Filled | ||
| HI111_F | Loans (excluding mortgages on purchase of main residence) taken from bank or other financial institution (e.g. credit union, microcredit provider) (flag) | -1 | Missing | ||
| HI111_F | Loans (excluding mortgages on purchase of main residence) taken from bank or other financial institution (e.g. credit union, microcredit provider) (flag) | -2 | N/A (HI090 (number of loans) = 0) | ||
| HI111_F | Loans (excluding mortgages on purchase of main residence) taken from bank or other financial institution (e.g. credit union, microcredit provider) (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HI112 | Loans (excluding mortgages on purchase of main residence) taken from payday loan company or pawnbroker/cash converter | 1 | Yes | Household | Current |
| HI112 | Loans (excluding mortgages on purchase of main residence) taken from payday loan company or pawnbroker/cash converter | 2 | No | Household | Current |
| HI112_F | Loans (excluding mortgages on purchase of main residence) taken from payday loan company or pawnbroker/cash converter (flag) | 1 | Filled | ||
| HI112_F | Loans (excluding mortgages on purchase of main residence) taken from payday loan company or pawnbroker/cash converter (flag) | -1 | Missing | ||
| HI112_F | Loans (excluding mortgages on purchase of main residence) taken from payday loan company or pawnbroker/cash converter (flag) | -2 | N/A (HI090 (number of loans) = 0) | ||
| HI112_F | Loans (excluding mortgages on purchase of main residence) taken from payday loan company or pawnbroker/cash converter (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HI113 | Loans (excluding mortgages on purchase of main residence) taken from private sourced (e.g., family, friends) | 1 | Yes | Household | Current |
| HI113 | Loans (excluding mortgages on purchase of main residence) taken from private sourced (e.g., family, friends) | 2 | No | Household | Current |
| HI113_F | Loans (excluding mortgages on purchase of main residence) taken from private sourced (e.g., family, friends) (flag) | 1 | Filled | ||
| HI113_F | Loans (excluding mortgages on purchase of main residence) taken from private sourced (e.g., family, friends) (flag) | -1 | Missing | ||
| HI113_F | Loans (excluding mortgages on purchase of main residence) taken from private sourced (e.g., family, friends) (flag) | -2 | N/A (HI090 (number of loans) = 0) | ||
| HI113_F | Loans (excluding mortgages on purchase of main residence) taken from private sourced (e.g., family, friends) (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HI114 | Loans (excluding mortgages on purchase of main residence) taken using buy now pay later or -in store credit/loan instalment purchase from the seller | 1 | Yes | Household | Current |
| HI114 | Loans (excluding mortgages on purchase of main residence) taken using buy now pay later or -in store credit/loan instalment purchase from the seller | 2 | No | Household | Current |
| HI114_F | Loans (excluding mortgages on purchase of main residence) taken using buy now pay later or -in store credit/loan instalment purchase from the seller (flag) | 1 | Filled | ||
| HI114_F | Loans (excluding mortgages on purchase of main residence) taken using buy now pay later or -in store credit/loan instalment purchase from the seller (flag) | -1 | Missing | ||
| HI114_F | Loans (excluding mortgages on purchase of main residence) taken using buy now pay later or -in store credit/loan instalment purchase from the seller (flag) | -2 | N/A (HI090 (number of loans) = 0) | ||
| HI114_F | Loans (excluding mortgages on purchase of main residence) taken using buy now pay later or -in store credit/loan instalment purchase from the seller (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HI115 | Loans (excluding mortgages on purchase of main residence) taken from other sources | 1 | Yes | Household | Current |
| HI115 | Loans (excluding mortgages on purchase of main residence) taken from other sources | 2 | No | Household | Current |
| HI115_F | Loans (excluding mortgages on purchase of main residence) taken from other sources (flag) | 1 | Filled | ||
| HI115_F | Loans (excluding mortgages on purchase of main residence) taken from other sources (flag) | -1 | Missing | ||
| HI115_F | Loans (excluding mortgages on purchase of main residence) taken from other sources (flag) | -2 | N/A (HI090 (number of loans) = 0) | ||
| HI115_F | Loans (excluding mortgages on purchase of main residence) taken from other sources (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| Detailed topic: Consumption | Detailed topic: Consumption | Detailed topic: Consumption | Detailed topic: Consumption | Detailed topic: Consumption | Detailed topic: Consumption |
| HC310 | Food or drink at home | 0-999 999,99 | Amount (national currency) | Household | Typical month |
| HC310_F | Food or drink at home (flag) | 1 | Filled | ||
| HC310_F | Food or drink at home (flag) | -1 | Missing | ||
| HC310_F | Food or drink at home (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HC320 | Food or drink outside home | 0-999 999,99 | Amount (national currency) | Household | Typical month |
| HC320_F | Food or drink outside home (flag) | 1 | Filled | ||
| HC320_F | Food or drink outside home (flag) | -1 | Missing | ||
| HC320_F | Food or drink outside home (flag) | -2 | Not applicable (no food or drink outside) | ||
| HC320_F | Food or drink outside home (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HC330 | Public transport | 0-999 999,99 | Amount (national currency) | Household | Typical month |
| HC330_F | Public transport (flag) | 1 | Filled | ||
| HC330_F | Public transport (flag) | -1 | Missing | ||
| HC330_F | Public transport (flag) | -2 | Not applicable (no public transport used) | ||
| HC330_F | Public transport (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HC340 | Private transport | 0-999 999,99 | Amount (national currency) | Household | Typical month |
| HC340_F | Private transport (flag) | 1 | Filled | ||
| HC340_F | Private transport (flag) | -1 | Missing | ||
| HC340_F | Private transport (flag) | -2 | Not applicable (no private transport) | ||
| HC340_F | Private transport (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HC350 | Savings (in a typical month) | 1 | Household puts money aside | Household | Typical month |
| HC350 | Savings (in a typical month) | 2 | Household needs to draw on savings | Household | Typical month |
| HC350 | Savings (in a typical month) | 3 | Household needs to borrow money | Household | Typical month |
| HC350 | Savings (in a typical month) | 4 | Household neither puts money aside nor needs to draw on savings to borrow | Household | Typical month |
| HC350_F | Savings (in a typical month) (flag) | 1 | Filled | ||
| HC350_F | Savings (in a typical month) (flag) | -1 | Missing | ||
| HC350_F | Savings (in a typical month) (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| Detailed topic: Wealth, including dwelling ownership | Detailed topic: Wealth, including dwelling ownership | Detailed topic: Wealth, including dwelling ownership | Detailed topic: Wealth, including dwelling ownership | Detailed topic: Wealth, including dwelling ownership | Detailed topic: Wealth, including dwelling ownership |
| HV010 | Value of the main residence | 0-99 999 999,99 | Amount (national currency) | Household | Current |
| HV010_F | Value of the main residence (flag) | 1 | Filled | ||
| HV010_F | Value of the main residence (flag) | -1 | Missing | ||
| HV010_F | Value of the main residence (flag) | -2 | Not applicable (not an owner HH021 ≠ 1 or 2) | ||
| HV010_F | Value of the main residence (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HV070 | Total left to repay for the mortgage on main residence | 0-99 999 999,99 | Amount (national currency) | Household | Current |
| HV070_F | Total left to repay for the mortgage on main residence (flag) | 1 | Filled | ||
| HV070_F | Total left to repay for the mortgage on main residence (flag) | -1 | Missing | ||
| HV070_F | Total left to repay for the mortgage on main residence (flag) | -2 | Not applicable (no mortgage on main residence HH021 ≠ 2) | ||
| HV070_F | Total left to repay for the mortgage on main residence (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘ultiannual rolling planning’) | ||
| HV020 | Possession of real estate other than main residence | 1 | Yes | Household | Current |
| HV020 | Possession of real estate other than main residence | 2 | No | Household | Current |
| HV020_F | Possession of real estate other than main residence (flag) | 1 | Filled | ||
| HV020_F | Possession of real estate other than main residence (flag) | -1 | Missing | ||
| HV020_F | Possession of real estate other than main residence (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| HV080 | Ability to maintain the same standard of living using savings | 1 | < 3 months | Household | Current |
| HV080 | Ability to maintain the same standard of living using savings | 2 | 3-6 months | Household | Current |
| HV080 | Ability to maintain the same standard of living using savings | 3 | 6-12 months | Household | Current |
| HV080 | Ability to maintain the same standard of living using savings | 4 | > 12 months | Household | Current |
| HV080_F | Ability to maintain the same standard of living using savings (flag) | 1 | Filled | ||
| HV080_F | Ability to maintain the same standard of living using savings (flag) | -1 | Missing | ||
| HV080_F | Ability to maintain the same standard of living using savings (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) | ||
| Detailed topic: Assessment of own needs | Detailed topic: Assessment of own needs | Detailed topic: Assessment of own needs | Detailed topic: Assessment of own needs | Detailed topic: Assessment of own needs | Detailed topic: Assessment of own needs |
| HS130 | Lowest monthly income to make ends meet | 0-99 999 999,99 | Amount (national currency) | Household | Current |
| HS130_F | Lowest monthly income to make ends meet (flag) | 1 | Filled | ||
| HS130_F | Lowest monthly income to make ends meet (flag) | -1 | Missing | ||
| HS130_F | Lowest monthly income to make ends meet (flag) | -7 | Not applicable (Not collected according to the implementation of the ‘multiannual rolling planning’) |
ANNEX II
‘ANNEX
Technical characteristics of variables
Reading this document does not replace reading the official text published in the Official Journal of the European Union. We assume no responsibility for any inaccuracies arising from the conversion of the original to this format.
This text is published under EUR-Lex's own terms of reuse, not a Legalize or public-domain licence.
EUR-Lex
Creative Commons Attribution 4.0 International (CC BY 4.0)
© European Union, https://eur-lex.europa.eu — Source: EUR-Lex (Publications Office of the European Union). Reused under the Creative Commons Attribution 4.0 International (CC BY 4.0) licence. Only EU legislation published in the printed Official Journal of the European Union is deemed authentic; consolidated texts are reproduced here for documentation purposes and have been reformatted to Markdown.