Item 2.3

1. Item 2.3 SILC implementing regulation Annex 1-definitions WORKING GROUP ON LIVING CONDITIONS/ ILC

2. 'private household' means a person living alone or a group of persons who live together, providing oneself or themselves with the essentials of living, being either: a one-person household, i.e. a person who usually resides alone in a separate housing unit or who occupies, as a lodger, a separate room or rooms of a housing unit but does not join with any of the other occupants of the housing unit to form part of a multi-person household as defined below,

3. or a multi-person household, i.e. a group of two or more persons who: (i) are usually residing together in the whole or part of a housing unit (also referred to as household home), and (ii) provide themselves with food and other essentials for living, and (iii) are sharing income or household expenses with other household members;

4. (b) 'private household member' means the usual resident of a private household; (c) 'sharing household income' means contributing to the household income and/or benefitting from the household income; (d) 'household expenses' means expenses incurred by the household members in relation to providing themselves with the essentials for living and daily life.

5. (d) 'household expenses' means …. They include house-related expenses (i.e. rent, house or apartment charges and housing insurance) as well other expenses related to daily functioning such as: purchase of food, garments and hygiene products, purchase of house furniture, equipment and utensils, expenditure for commute and transportation, medical and insurance costs, education and training expenses, leisure and sport activities, holiday expenditure etc.;

6. (e) 'sharing expenses' means paying part of the overall costs of a particular expense item jointly with other person(s); (f) 'institution', also referred to as an 'institutional household' means a legal body providing housing for the purpose of long-term inhabitation as well as provision of amenities and services for daily life to a group of persons. The majority of institutional households fall under the following categories: - Hospitals, hospices, convalescent homes, establishments for the disabled, psychiatric institutions, old people’s homes and nursing homes - Assisted living facilities and welfare institutions including those for the homeless, asylum seekers or refugees - Military barracks and camps - Correctional and penal institutions, retention premises - Certain religious institutions;

7. B) Characteristics of the statistical populations and of the observation units 1. The statistical population shall consist of all persons having their usual residence in private households in each Member State. The Framework regulation defines usual residence as follows: "Usual residence" means the place where a person normally spends the daily period of rest, regardless of temporary absences for purposes of recreation, holidays, visits to friends and relatives, business, medical treatment or religious pilgrimage.

8. B) Characteristics of the statistical populations and of the observation units The following persons alone shall be considered to be usual residents of a specific geographical area: (i) those who have lived in their place of usual residence for a continuous period of at least 12 months before the reference time; or (ii) those who arrived in their place of usual residence during the 12 months before the reference time with the intention of staying there for at least one year. Where the circumstances described in point (i) or (ii) cannot be established, 'usual residence' can be taken to mean the place of legal or registered residence;

9. B) Characteristics of the statistical populations and of the observation units 2. Where a person regularly lives in more than one residence during a given year, the residence where one spends the majority of the year shall be taken as one's place of usual residence, regardless of whether it is located elsewhere within the country or abroad. 3…. the particular cases shall be treated as follows: (a) Person who works away from household home during the week and who returns to the household home at weekends, shall consider the household home to be his/her place of usual residence, regardless of whether his/her place of work is elsewhere in the country or abroad. (b) Primary and secondary school pupils and students who are away from household home during the school term shall consider their household home to be their place of usual residence regardless of whether they are pursuing their education elsewhere in the country or abroad.

10. B) Characteristics of the statistical populations and of the observation units 3…. the particular cases shall be treated as follows: (c) Persons who live outside their household home for an extended period of time for the purpose of work, regardless of whether elsewhere in the country or abroad, shall consider their household home to be their place of usual residence in case they contribute to the household income. (d) Tertiary students who are away from household home while at college or university, regardless of whether elsewhere in the country or abroad, shall consider their household home to be their place of usual residence in case they benefit from the household income.

11. B) Characteristics of the statistical populations and of the observation units 3…. the particular cases shall be treated as follows: (e) In case of dependent child alternating between two places of residence, where an equal amount of time is spent with both legal guardians/parents, the place of usual residence shall be the place of residence of the legal guardian who receives the child benefits (if applicable), or, the place of residence of the legal guardian who contributes more towards the child-related costs. If neither of the conditions is fulfilled, the place where the dependent child is found at the reference date (as defined for a specific data collection) shall be considered as its usual residence. In the latter case and in case of longitudinal surveys, the children alternating between two places of residence shall be considered at the same place of residence over different survey waves (unless there was a change in life situation).

12. B) Characteristics of the statistical populations and of the observation units 4. Persons living (as usual residents) in hotels, boarding houses or temporary accommodation dwellings are part of the private household population. 5. Private households exclude persons whose need for shelter and subsistence is being provided by an institution and who at the reference date (as defined for a specific data collection) have spent, or are likely to spend, 12 months or more living there. 6. Persons doing compulsory military service (conscripts) are excluded from the private household population in case the duration of their service is longer than 12 months. By derogation, for the purposes of data collection under the labour force domain, all conscripts shall be excluded from the private household population.

13. B) Characteristics of the statistical populations and of the observation units 7. All people who are usually resident, whether related or not related to other members of the private household, are to be considered as members of a private multi-person household if they share household income or household expenses with other household members. 8. Flatmates or housemates who occupy a housing unit on a house-sharing basis and share mainly house-related expenses, but not income, shall not be considered as part of a multi-person household, even in case where they share some household expenses.

14. B) Characteristics of the statistical populations and of the observation units 9. In case of inability to clearly establish the criteria for one-person or multi-person household, opinion of the interviewee concerning one's situation in relation to the other household members shall be considered. 10. In case multiple households exist within one address, Member States shall aim to record data for all the households existing under a given address. 11. In any case the Member States shall aim to avoid double recording of the same persons. Do we need more for SILC?

15. Annex 1-definitions Employers' social insurance mandatory contributions (PY030G) Employers' contributions are defined as payments made, during the income reference period, by employers for the benefits of their employees to insurers (social security funds and private funded schemes) covering statutory, conventional or contractual contributions in respect of insurance against social risks. They cover traditionally legal old age pension schemes, legal health insurance, unemployment.

16. Annex 1-definitions Employers' social insurance mandatory contributions (PY030G) These contributions are common to most employed persons and can be deduced from wages received according to published rules; The variable includes: — employers' contributions to government insurance (social security) schemes (including payroll taxes levied for social insurance purposes). — employers' contributions to private retirement (pension) plans, that are element of defined insurance system in a country (e.g. II pension insurance pillar),

17. Annex 1-definitions Employers' social insurance mandatory contributions (PY030G) The variable includes: — statutory employers' contributions to other private retirement (pension) plans, — statutory or conventional employers' contributions to private health insurance, — statutory or conventional employers' contributions to life insurance, — statutory or conventional employers' contributions to other employer insurance schemes (e.g. disability), The variable does not include contributions that are voluntary to the employer

18. Annex 1-definitions Pensions received from individual private optional plans (other than those covered under ESSPROS) (PY080) Regular pensions from private plans (other than those covered under ESSPROS) refer to pensions and annuities received, during the income reference period, in the form of interest or dividend income from individual private insurance plans, i.e. fully organised schemes where contributions are at the discretion of the contributor independently of their employers or government.

19. Annex 1-definitions Pensions received from individual private optional plans (other than those covered under ESSPROS) (PY080) It includes: Old age, survivors, sickness, disability and unemployment pensions received as interest or dividends from individual insurance private plans. It excludes: Pensions from mandatory government schemes; Pensions from employer-based schemes.