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EUROMOD Cross Country Microsimulation Course

Join the InGRID Autumn School and learn about cross-country microsimulation using EUROMOD. Topics include reforming social assistance in Bulgaria, health tax reform in Denmark, and income support for families with children in Croatia.

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EUROMOD Cross Country Microsimulation Course

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  1. Exercise 4 • Reforming social assistance in Bulgaria

  2. Exercise 5 • Reforming the health tax in Denmark

  3. Exercise 6 • Adding a new means-tested income support benefit for families with children in compulsory education in Croatia

  4. End of session

  5. InGRID autumn school in ‘Cross country microsimulation’Day 3 Miko Tammik, Andrea Papini, Kostas Manios, Diego Collado ISER, University of Essex 21-23 May 2018 Course based on EUROMOD v. H1.0+

  6. Outline: Day 3 • Morning (9:30-12:30 with a break at 11:00) • Assessment (tax) units in EUROMOD • Hands-on practice: Exercise 7 • Afternoon (14:00-17:00 with a break at 15:30) • Hands-on practice: Exercises 8 & 9 • Presentations by participants • Using EUROMOD after the course • Q&A

  7. Assessment (Tax) Unit

  8. Assessment Unit Unit: group of household members to be considered together Function DefTU, used at policy TUDef_cc or anywhere Defined the first time it is used by the model (see func_UpdateTU) Name convention: tu_xxxxxx_cc defined 8

  9. Types of assessment units 9 • Parameter type: defines the composition of the tax unit • HH: all individuals of the household are in the same unit. • IND: each individual of the household forms its own unit. • SUBGROUP: individuals determined by parameter members form an unit. The household may be split into several units of different size. • Micro data used by EUROMOD- • sample of households • all individuals in a selected household • if assessment unit includes individuals outside the household cannot be reconstructed exactly Subgroup Household Individual

  10. Some examples of assessment units 10

  11. Head of a tax unit The head of a tax unit is the richest member of the unit (System Configuration: Income for Head Definition) the oldest the lowest idperson ExtHeadCond: further conditions (e.g., female) 11

  12. Members of a tax unit (1) members usually defines relations with respect to the head of the unit possible values Partner Children (Own/ Loose, dependent...etc) Dependent parents Dependent Relatives status of each member (i.e. Partner, OwnDepChild…) is defined by a xxxCond parameter PartnerCond OwnChildCond DepChildCond OwnDepChildCond LooseDepChildCond DepParentCond DepRelativeCond 12

  13. Members of a tax unit (2) • Condition parameters and default values fully documented in Help

  14. Members of a tax unit (3) head: subsequent variable refers to the head of the unit partner:subsequent variable refers to the partner of the head of the unit {default} default setting, can be combined with further specifications 14

  15. Members of a tax unit (4) DepChildCond:determines who is dependent children OwnDepChild: “a son or daughter”. See OwnChildCond LooseDepChild: “someone who is depend child but doesn’t cohabit with parent/s” 15

  16. Avoiding to split up families 16

  17. Using conditions which refer to income If the assessment unit is bigger than the individual, the level of interpreting monetary variables or income lists must be considered carefully (using footnotes) Queries can be used to define income conditions (e.g. GetParentIncome, GetCoupleIncome, …) 17

  18. Updating assessment units The tax unit is defined/ calculated the first time it is used by the model: household members are assigned to respective units once an assessment unit is first used. This assignment is not changed with subsequent uses, even if circumstances change. However, the reassessment of the units can be enforced by using the function UpdateTU. 18

  19. Tax unit in output file

  20. Exercise 7 • Reforming the UK Child Benefit by narrowing its age condition

  21. End of session

  22. Exercise 8 • Introducing an in-work benefit in Cyprus

  23. Exercise 9 • Introducing the Belgian social insurance contributions for pensioners & survival pensioners in the UK

  24. Presentation by participants

  25. Using EUROMOD after the course

  26. Model access • Web https://www.euromod.ac.uk/ • Statistics on the distribution and decomposition of disposable income • Country Reports • Working Papers • Model is freely available for non-commercial use • contact euromod@essex.ac.uk to obtain the link for downloading (incl. manuals)

  27. Data Access conditions Data access is subject to conditions set by the original data provider • EU-SILC UBD • Access depends on being in an institution recognised by Eurostat as a “research entity”. For more info see http://ec.europa.eu/eurostat/documents/203647/771732/How_to_apply_for_microdata_access.pdf • In a second stage you need to be part of a “research proposal” accepted by Eurostat that includes the use of EUROMOD • When you are ready to submit the second stage proposal contact euromod@essex.ac.uk • Allow at least 4 months for the whole process • Other data: relatively straightforward procedures

  28. Responsibilities of EUROMOD hand-on users • Respect data access rules and conditions • Acknowledge EUROMOD when it is used • Submit all papers using EUROMOD for inclusion in the WP series • Take responsibility for your own use of the model • Tell us about bugs or errors • Keep us informed about what you are working on and when you are working actively: that way we can keep you informed of relevant changes

  29. Q&A

  30. End of session

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