1. Ag 8.3-8.4 Family Budget Survey
Doc. A6465/18/07-08
Ag Family Budget Survey
Working Group on Articles 64 and 65 of the Staff Regulations
Meeting in Luxembourg March 2018

2. Content of this presentation
Purpose and background of FBS
Recent and planned FBS
Response rates and feedback, FBS
Data processing tool
Data protection notification

3. Purpose & background
Family Budget Surveys (FBS) are conducted every 5-7 years (EU Staff Regulations Annex XI) in each duty-station
Information compiled to reflect the average household expenditure pattern for the 80 basic headings (food, drinks, clothing etc.)
Result values are used as aggregation weights for calculation of the Joint Belgium-Luxembourg Index (JBLI) and Correction Coefficients (CC).

4. Latest FBS integrated for CC production
Year
Country coverage
and 2014
EU27 staff
(each year: target locations with 1,000 to 10,000 people)
- Brussels 2010 (30,000 people)
- DE, FR, NL, UK [integrated for July 2014&15 CC]
2013
EU28 pensioners [integrated for July 2016 CC]
(19,000 people)
2015
No surveys [no changes to weights for July 2017 CC] 4

5. Recent surveys Planned surveys
Spring 2016: 2: BG, HR Autumn 2016: 5: EL, ES, IT, AT, PT Spring 2017: (a) 6: DK, EE, LV, LT, FI, SE (b) 8: CZ, CY, HU, MT, PL, RO, SI, SK Autumn 2017: 1: BE
To be integrated for the 2018 calculations
Planned surveys
: DE (2012), IE (2013), FR (2012), NL (2013), UK (2012)
RETIRED staff (EU28) (2013)
Extra-EU (144 duty stations) (2010)

6. Spring 2016 FBS surveys 2016 BG HR Total Staff 35 15 50 Replies 8 7
Response rate
22.9%
46.7%
30.0%
BG: previous survey 2010.
HR: no previous survey (joined 2013).

7. EU Organisations in FBS autumn 2016
Greece
7 cities
EC, EP, FRONTEX, EU-Turkey Statements, CEDEFOP, EASO, ENISA, EU School
Italy
8 cities
EC, EP, EASO, EFSA, ETF, EUI, ERKC, FRONTEX, JRC, EU School
Spain
5 cities
EC, EP, EFCA, EU-OSHA, EUIPO, F4E, JRC, SatCen, EU School
Austria
Vienna
EC, EP, FRA
Portugal
Lisbon
EC, EP, EMSA, EMCDDA

8. 2016 FBS survey population & repliesEL IT
Varese ES AT PT
Total
Staff
932
540
1880
1696 24
379
5451
Replies 74 40
116
254 18
130
632
Response rate 8% 7% 6%
15%
75%
34%
12%
Additional replies CO staff 46 23 9 11
109
235
395
1000
840 36
430
2936
replies 82 32
319 85 2 67
587
35%
32%
10%
16% 34 19 53

9. EU Organisations in FBS spring 2017CZ
Prague
EC, EP, GSA DK
Copenhagen
EC, EP, EEA, EU School EE
Tallinn
EC, EP, EU-Lisa, EU School CY
Nicosia
EC, EP LV
Riga
EC, EP, BEREC LT
Vilnius
EC, EP, EIGE HU
Budapest
EC, EP, CEPOL, EIT MT
Valletta
EC, EP, EASO PL
Warsaw, Wroclaw
EC, EP, FRONTEX RO
Bucharest SI
Ljubljana
EC, EP, ACER SK
Bratislava FI
Helsinki
EC, EP, ECHA, EU School SE
Stockholm
EC, EP, ECDC

10. 2017 FBS survey population & replies
Total-14 population 2336
Total-14 replies 632
= Response rate 27%
2017 FBS survey population & replies

11. 1192 replies FBS BELGIUM autumn 2017
staff (multiple organisations) … large and complex! Pre-launch to staff: 4 October (Intranet + with link to example survey questionnaire) Formal launch: 23 November (Ares, to all staff) On-line Survey: same as some improvements Deadline: 22 December
1192 replies

12. Used for first calculations
Processing of FBS (ongoing) will combine with ISRP/CO results for calculation 1st July 2018
Country BE BG CZ DK EE EL ES HR IT
Varese CY LV
Staff
35000 35
135
219 65
932
1696 15
540
1880 14 38
Replies
1192 8 46 30 31 74
254 7 47
116 4 10
Response rate 3%
23%
34%
14%
48% 8%
15%
47% 7% 6%
29%
26%
Used for first calculations
1151 29 68
252 40 98 9

13. Used for first calculations
Processing of FBS (ongoing) will combine with ISRP/CO results for calculation 1st July 2018
Country LT LU HU MT AT PL PT RO SI SK FI SE
Staff 65
12000
136
139 24
478
379 25 97
586
314
Replies 16
232 54 61 18
144
130 5 42 15
159 44
Response rate
25% 2%
40%
44%
75%
30%
34%
20%
43%
60%
27%
14%
Used for first calculations
206 53 57 17
141
120 39 14
156

14. Some possible reasons for rejections
- More than 50% of questions were left blank - Expenditure in relation to income is very high - Double recording - Extreme values recorded for individual items - Total expenditure is very low - More than 10 members in the household - Reside outside duty station - Dwelling unusually small (<20m2) or large (>500m2)

15. Updates made to the questionnaire in 2017
2 new questions added for the BE survey
11 Are non-alcoholic beverages expenditures (Q11) included in food expenditures (Q10 - Food) ? Yes/No
- 88a Do you receive an education allowance from your Organisation ? Yes/No

16. Data processing tool Lots of efforts to improve the validation tool
Updated to be in line with the questionnaire
Now LIVE for processing of data

17. Data protection notification
Reference DPO-202.9
Secretariat-General maintains central register
Eurostat Data Protection Officer new request
Text update provided October 2017
Now clarifies treatment of FBS data

18. Thank you for your attention!