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For any question on data and metadata, please contact: Eurostat user support |
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1.1. Contact organisation | National Statistical Institute |
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1.2. Contact organisation unit | Consumer Prices, Housing prices and PPP Department |
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1.5. Contact mail address | 2 Panayot Volov Str. 1038 Sofia Bulgaria |
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2.1. Metadata last update | 26/01/2024 | ||
2.2. Metadata last certified | 26/01/2024 | ||
2.3. Metadata last posted | 26/01/2024 |
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3.1. Data description | |||
The OOHPI is based on the ‘net acquisitions’ approach, which measures changes in prices paid by households for the acquisition of dwellings that are new to the household sector and changes in other costs related to the ownership, and transfer of ownership, of dwellings. |
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3.2. Classification system | |||
The OOHPI is broken down into the following expenditure categories:
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3.3. Coverage - sector | |||
Households which are owner occupiers. |
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3.4. Statistical concepts and definitions | |||
The main statistical variables are price indices. |
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3.5. Statistical unit | |||
The basic unit of statistical observation are transaction prices of dwellings new to the household sector and of other products that the households acquire in their role as owner-occupiers. |
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3.6. Statistical population | |||
Expenditures of private domestic and non-domestic households for the acquisition of newly build or new for the households’ sector dwellings on the territory of the country, or for the services that individuals had to pay as owner-occupiers of residential properties. |
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3.7. Reference area | |||
OOHPI covers the territory of the entire country. No regional indices are calculated. |
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3.8. Coverage - Time | |||
OOHPI are available since 2010. Nevertheless experimental pilot OOHPI are available since the last quarter of year 2008. |
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3.9. Base period | |||
2015=100 |
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The following units are used:
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OOHPI is a quarterly statistics. |
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6.1. Institutional Mandate - legal acts and other agreements | |||
EU legal acts:
All relevant regulations as well as further methodological details can be found in the Housing Price Statistics section on Eurostat’s website under => Legislation.
Bulgarian legal acts and other agreements:
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6.2. Institutional Mandate - data sharing | |||
Not applicable for OOHPI. |
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7.1. Confidentiality - policy | |||
Regulation (EC) No 223/2009 of the European Parliament and of the Council, of 11 March 2009, on the transmission of data subject to statistical confidentiality to the Statistical Office of the European Communities;
Statistics Act | National statistical institute (nsi.bg) The confidentiality of the HPI data set is treated in respect of national legislation: Law of Statistics, Chapter 6 ‘Protection of secrecy’, Articles 25, 26, 26a, 27 and 27a. Art. 25 stipulates that individual data (‘individual data’ are data about a specific statistical unit) received and collected through statistical surveys shall constitute a statistical secret and may be used only for statistical purposes. Individual data received for the purposes of statistical surveys may not be used as evidence before the bodies of the executive and the judiciary. The NSI and statistical authorities and their staff may not disclose or provide:
The individual data may be provided only if:
Individual anonymous data is provided for the purposes of scientific research to higher schools or legal entities, whose main activity is scientific research, with a permission of the Chairperson of the National Statistical Institute. According to the Law of statistics the receipt, processing, usage and storage of statistical data representing statistical secret is carried out in a procedure set out in a regulation endorsed by the President of the National Statistical Institute. The Section 3 of the Rules for Dissemination of Statistical Products and Services endorsed by the President of the NSI regulate the protection of secrecy of individual data. The Rules for Provision of Anonymised Individual Data for Scientific and Research Purposes endorsed by the President of the NSI regulate the relations in terms of provision of anonymised individual data by the NSI for scientific and research purposes and the order of their receipt by the users. |
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7.2. Confidentiality - data treatment | |||
Data are treated in respect of national legislation: Individual data are not published in accordance with article 25 of the Law on Statistics. The publishing of individual data can be performed only in accordance with article 26 of the same law. Statistics Act | National statistical institute (nsi.bg) Specific rules for treating the data set with regard to statistical confidentiality are applied according to the Rules for Provision of Anonymised Individual Data for Scientific and Research Purposes endorsed by the President of the NSI. In case of data anonymisation, the following requirements are applied:
In case of records in which some of the characteristics do not fulfilled these rules, the directorates responsible for the preparation of the data shall decide whether they should be completely deleted or to delete the data only in the cells of these characteristics or to take other appropriate solutions for protection of individual data. |
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8.1. Release calendar | |||
The release of the Bulgarian OOHPI follows a preannounced official Release Calendar presenting the results of the statistical surveys carried out by the National Statistical Institute. The Release Calendar is publicly accessible on NSI’s website. |
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8.2. Release calendar access | |||
The calendar is available on the NSI website: |
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8.3. Release policy - user access | |||
OOHPI are published on the NSI website, in section Housing price statistics in accordance with the Law on Statistics and the European Statistics Code of Practice respecting the professional independence and aimed at objectivity, transparency and equal treatment of all consumers. |
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Quarterly (OOHPI) and annually (weights) |
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10.1. Dissemination format - News release | |||
Not available. |
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10.2. Dissemination format - Publications | |||
OOHPI table data are available on NSI’s website, theme Housing price statistics: Housing price statistics | National statistical institute (nsi.bg) |
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10.3. Dissemination format - online database | |||
On-line database on NSI’s website, Information System INFOSTAT: |
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10.4. Dissemination format - microdata access | |||
In principle, there is no access to microdata. The microdata, as long as it is not confidential, could be provided to users on request without a breach of the confidentiality principle. |
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10.5. Dissemination format - other | |||
Not relevant. |
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10.6. Documentation on methodology | |||
The OOHPI metadata is available on NSI’s website: Owner occupied housing price index (OOHPI) | National statistical institute (nsi.bg) |
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10.7. Quality management - documentation | |||
The OOHPI Quality Reports is available on NSI’s internet site: Owner occupied housing price index (OOHPI) | National statistical institute (nsi.bg) |
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11.1. Quality assurance | |||
All data are checked for completeness and consistency with statistical concepts and definitions. OOHPI are produced in compliance with OOH methodological requirements of the Owner-Occupied Technical Manual. Automatic quality controls have been implemented within the production process in order to detect and correct errors. Outliers are excluded from calculations. |
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11.2. Quality management - assessment | |||
The OOHPI Quality Reports following the ESS Standard for Quality Reports Structure (ESQRS) are produced and are updated each year. The OOHPI Quality Reports is available on NSI’s internet site: Owner occupied housing price index (OOHPI) | National statistical institute (nsi.bg) |
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12.1. Relevance - User Needs | |||
The main national users could be classified as follows:
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12.2. Relevance - User Satisfaction | |||
NSI conducts an annual online statistical survey "Users' satisfaction" which covers all statistical domains. It aims to assess user satisfaction in NSI data provision and to outline the recommendations for future development of statistical system according to the needs of the users. Analysis of the last survey conducted in 2022 are available on the following link: User satisfaction |
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12.3. Completeness | |||
OOH sub-index 'O.1.1.2 Existing dwellings new to households' is still excluded from index calculation due to insufficient number of transactions. The series for the sub-index 'O.1.1.1.2. Self-build dwellings and major renovations' currently are not compiled. The sub-index for 'O.1.2.2 Insurance connected with dwellings' is not compiled due to the low share (under the threshold) in households' expenditures. |
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13.1. Accuracy - overall | |||
Statistical data are with good accuracy. The accuracy of OOHPI is assured by strictly following Eurostat's methodological recommendations and regulations. There is a variety of data sources both for weights (NA data, Property Register, construction statistics, annual reporting of the enterprises, statistics on housing fund, etc.) and prices (administrative data, survey data, construction companies, real estate agents, municipalities, etc.) for compilation of OOHPI sub-indices. In cases where surveys are used the type of survey and the price collection methods are designed to ensure sufficient coverage and timeliness. |
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13.2. Sampling error | |||
Sampling error is not calculated for the OOHPI sub-indices and for OOHPI as a whole. |
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13.3. Non-sampling error | |||
Non-sampling errors are not quantified for the OOHPI. NSI tries to reduce non-sampling errors through continuous methodological improvements, survey process improvements and validation methods, which can help us to avoid coding and typing errors. |
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14.1. Timeliness | |||
The time lag between the end of the quarter to which the OOHPIs relate and their national publication is usually 82-85 calendar days. |
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14.2. Punctuality | |||
Data are sent according to Regulation 2016/792: 85 days after the end of the reference period (indexes) and no later than June 15th of the year following the reference year (weights). |
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15.1. Comparability - geographical | |||
Not relevant. The OOHPI regional data are not produced. |
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15.2. Comparability - over time | |||
Since first quarter of 2015 until fourth quarter of 2021 OOHPI are fully comparable over time. Due to transition towards administrative data source for calculation of “Purchase of new dwellings”, a break in time series should be considered in the first quarter of 2022. |
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15.3. Coherence - cross domain | |||
Not applicable. There is only one set of OOHPIs available. The OOHPI partly overlaps the scope of the HPI. However, both indexes cover a different set of transactions and any comparison of the two indices should be done with this in mind. |
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15.4. Coherence - internal | |||
OOHPI are internally coherent. Higher level aggregations are derived from detailed indices in accordance with strictly defined procedures. |
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According to the budget estimates of the National Statistical Programme for 2022, the total cost of HPI, HIS and OOHPI production is 867.202 thousand euros. |
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17.1. Data revision - policy | |||
The OOHPI series, including back data, is revisable under the terms set in Articles 27-29 of Commission Implementing Regulation (EU) 2023/1470. |
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17.2. Data revision - practice | |||
No revisions to report. |
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18.1. Source data | |||
See below. |
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18.1.1. Prices | |||
The Bulgarian OOHPI price data is based on the following multiple data sources:
The Purchases of newly built dwellings sub-index is compiled using the administrative sources:
The Other services related to the acquisition of dwellings and the Other services related to ownership of dwellings sub-indices are compiled using the data from multiple data sources – administrative data and survey data.
The Major repairs and maintenance sub-index is based on survey data for producer prices in major repairs and maintenance of dwellings and residential buildings produced by Short-term Business Statistics and Transport Statistics Department of NSI. |
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18.1.2. Weights | |||
The use of National Accounts data complemented with combined information from the Property Register (PR) and the Cadastral Administrative-Information System (CAIS) are used as main sources for derivation of OOHPI weights.
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18.2. Frequency of data collection | |||
Quarterly, except for the Other services related to ownership of dwellings sub-index for which data is collected annually. |
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18.3. Data collection | |||
Data are collected from administrative data sources, by questionnaires or via Internet.
Purchases of new dwellings The compilation is based on the combined information from the Property Register (PR), maintained by the Registry Agency (RA) and the Cadastral Administrative-Information System (CAIS) by the Geodesy, Cartography and Cadastre Agency data:
Other services related to the acquisition of dwellings The following information is collected from administrative data, from the survey on real estates’ fees and via Internet:
Major repair and maintenance Data are based on the survey ‘Producer prices in major repairs and maintenance of dwellings and residential buildings’ conducted by Short-term Business Statistics and Transport Statistics Department of NSI. The Regional Statistical Offices (RSO) of NSI are responsible for data collection. The central office of NSI is responsible for index calculation.
Other services related to ownership of dwellings This component includes the cost of 'annual property tax' which is derived by a flat rate (in thousands) applied to the tax valuation of a property for each individual dwelling and is defined each year by local tax authority according the Local Taxes and Fees Act. The Regional Statistical Offices (RSO) of NSI are responsible for data collection. The central office of NSI is responsible for index calculation. |
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18.4. Data validation | |||
Administrative data Validations include rules for automatic quality controls of prices and property’s area. They are done on two stages:
- extreme values of prices by strata; - extreme values of area - below 20 sq.m and above 250 sq.m (for apartments) or above 350 sq.m (for single-family house). Extreme values are identified and eliminated. Variables available in both registers (RA and CAIS) pass through pre-defined validation rules during the merging process in order to investigate and remove incorrect interpretation of properties’ characteristics.
Survey data First validation is done when data are received. There is no automatic rejection of records, each problematic record is considered individually and any necessary modifications are made only based on relevant information.
Major repair and maintenance Automatic quality controls have also been implemented in the Information System used for “Producer prices in major repairs and maintenance of dwellings and residential buildings” calculation. When recording the data, the Information system “Business cycles” carries out obligatory and recommended controls according to set with validation rules. In case there are errors, the system displays a warning dialog error in the report. The system does not allow completion of the report until these errors have been corrected. Data editing is carried out at the level of specification prices, if quarterly price movements (compare to the previous quarter) are outside the range of -15% to + 15% the electronic system automatically warns the responsible expert and these movements must be especially conformed by the enterprises with explanations. |
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18.5. Data compilation | |||
See below. |
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18.5.1. Calculation and Aggregation | |||
See below. |
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18.5.1.1. Index formulae | |||
OOHPI is a Laspeyres-type price index. |
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18.5.1.2. Aggregation method | |||
Purchases of newlybuilt dwellings Aggregation steps from bottom up:
Other services related to the acquisition of dwellings / Other services related to ownership of dwellings Aggregation steps from bottom up:
Major repair and maintenance Aggregation steps from bottom up:
2. Calculation of the elementary aggregates’ indices of typical activities on major repair and maintenance as ration of geometric mean prices. 3. Calculation of the higher level indices as weighted average of the low level indices with corresponding weights. |
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18.5.1.3. Derivation of sub-index and elementary aggregate weights | |||
OOHPI sub-indices and elementary aggregates weights are based on data on National Accounts (NA) data complemented with combined information from the Property Register (PR) and the Cadastral Administrative-Information System (CAIS). National Accounts elaborate the necessary estimates on the base of comparison of the different data sources: dwellings capital stocks, their consumption of fixed capital, data for completed dwellings, annual report on revenue and expenditure of enterprises, report on revenues of construction enterprises by type of construction activities. OOHPI weights for index calculations in year (t) reflect the average annual value of households' expenditures calculated from the preceding three years: (t-3), (t-2) and (t-1), price updated to the fourth quarter of (t-1). OOHPI weights are updated annually.
Purchases of newly built dwellings The NA data in combination with Property Register (PR) data and Cadastral Administrative-Information System (CAIS) are the sources that are used for derivation of the sub-index weights. Detailed weights are constructed using the information from the PR and CAIS.
Other services related to the acquisition of dwellings The sub-index weights is estimated using the average rates of the corresponding services and the expenditure on purchases of dwellings derived from PR and CAIS.
Other services related to ownership of dwellings The sub-index weights are based on NA data derived from Consolidated Fiscal Program (Ministry of finance) and estimates based on the average rates of the corresponding services and the expenditure on purchases of dwellings derived from PR and CAIS.
Major repairs and maintenance The use of National Accounts (NA) data (average of the last three years, price updated to fourth quarter of t-1) in combination with data from annual reporting of enterprises are used for derivation of Major repair & maintenance weights. At highest level of aggregation NA, use data from HBS complemented with expert estimation. No distinction between major renovations and major repairs and maintenance is done. On the detailed level, the annual reporting of enterprises is used. Enterprises from the sample have to report the amount of receipt of sales from the different maintenance and major repairs of own occupied dwelling and houses. This information is used to construct the weights for calculation the total price index. |
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18.5.1.4. Price updating | |||
OOHPI weights for index calculations in year (t) reflect the average annual value of households' expenditures calculated from the preceding three years: (t-3), (t-2) and (t-1), price updated to the fourth quarter of (t-1). |
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18.5.1.5. Chaining and linking method | |||
Purchases of newly built dwellings Other services related to the acquisition of dwellings Other services related to ownership of dwellings Each year indices are calculated using fourth quarter of the previous year=100 as base reference period and are rebased to 2015=100 using the chain linked method.
Major repairs and maintenance Each year indices are calculated using 2015=100 as base reference period. |
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18.5.2. Other processing issues - OOH sub-indices for purchases of newly built dwellings and existing dwellings new to households | |||
See below. |
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18.5.2.1. Timing for pricing | |||
Transaction prices are recorded after the transfer of the ownership, when the legal act is entered into the Property register. |
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18.5.2.2. Treatment of VAT | |||
VAT is included in the price of newly built dwellings. |
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18.5.2.3. Treatment of other taxes | |||
Taxes other than VAT are not included in the price of dwellings. |
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18.5.2.4. Treatment of government subsidies | |||
Government subsidies are set up in the law on the settlement of the rights of citizens with multi-annual housing deposits. Deposits are derived from 'points', which are calculated by an initial amount of money placed on bank deposit by a citizen, and the number of years passed until a dwelling is purchased. In such cases dwelling are purchased at market prices and the deposit is refunded to the person after the transaction. Hence, those transactions are covered by OOHPI in full transaction price, and the subsidies are not reflected. Other form of subsidies are dwellings sold by municipalities to households in need. Prices are set up in the ordinance issued by each municipality. Those dwellings are treated as 'existing dwellings new to households' sector' but due to their limited number of transactions index for 'O.1.1.2. Existing dwellings new to households' is not calculated and this component is not included in OOHPI. |
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18.5.2.5. Treatment of land | |||
The price of land is included in prices. The price of land is excluded in weights. |
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18.5.2.6. Housing cooperatives | |||
Housing cooperatives are not covered in the OOHPI. |
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18.5.2.7. Treatment of non-market transactions | |||
‘Non-market’ transactions are identified by the type of the registration act entered in the Property Register. ‘Non-market’ transactions are excluded from calculations. |
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18.5.2.8. Treatment of multi-object transactions | |||
The multi-object transactions are treated as one transaction if included properties belong to the same settlement. |
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18.5.2.9. Treatment of fractional transactions | |||
The fractional transactions are treated as separate transaction. |
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18.5.3. Other processing issues - OOH sub-indices other than OOH sub-indices for purchases of newly built dwellings and existing dwellings new to households | |||
See below. |
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18.5.3.1. Elementary aggregate formulae | |||
Other services related to the acquisition of dwellings Other services related to the ownership of dwellings For compilation of price indices for elementary aggregates, the ratio of geometric mean or arithmetic mean prices is used.
Major repairs and maintenance For compilation of price indices for elementary aggregates, the ratio of geometric mean or arithmetic mean prices is used. |
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18.5.3.2. Replacements | |||
Other services related to the acquisition of dwellings Other services related to the ownership of dwellings When replacing a product-offer by a new one, the following rules is applied:
When replacing an outlet/enterprise, price collectors are told to choose a new one, which has to be:
Major repairs and maintenance When a specific product subject to price monitoring, stop producing, is replaced with a new product in the same product group/enterprise, which will replace approximately the oldest product on the market (similarity of the quality). |
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18.5.3.3. Quality adjustment | |||
Other services related to the acquisition of dwellings Other services related to the ownership of dwellings The prices are tariffs and the traditional tariff method of matched pairs is used.
Major repairs and maintenance The replacement rules ensure that there is no difference between a replaced product and its replacement in terms of their specifications and the direct comparison is used. |
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18.5.3.4. Missing prices | |||
Other services related to the acquisition of dwellings (real estate fees) The main reasons for failing to collect some prices is temporally non-availability of the product-offers on the market and missing reports (non-response). Prices for temporarily missing products are handled by one of following methods: (1) asking the enterprise to estimate the missing price, (2) imputing the missing price by the price change for the prices that are available from the same enterprise (3) imputing the missing price by the price change for a particular comparable product from similar enterprise, and (4) imputing the missing price by the price change for the prices that are available in the elementary aggregates.
Major repairs and maintenance The main reasons for failing to collect some prices is temporally non-availability of the product-offers on the market and missing reports (non-response). Prices for temporarily missing products are handled by one of following methods: (1) asking the enterprise to estimate the missing price, (2) imputing the missing price by the price change for the prices that are available from the same enterprise (3) imputing the missing price by the price change for a particular comparable product from similar enterprise, and (4) imputing the missing price by the price change for the prices that are available in the elementary aggregates. |
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18.5.3.5. Discounts and inducements | |||
Generally, the discounts and inducements are taken into account in the index if they are: - applied to a specific product (an individual good and service); - claimed at the time of purchase. |
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18.5.3.6. Zero prices | |||
No cases where a product related to the acquisition or the ownership of dwellings is made available free of charge and a price is subsequently charged. No cases where a product is made available for a price and is subsequently made available for free. |
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18.5.3.7. Treatment of VAT | |||
Where the VAT is applicable, it is included in the observed prices. |
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18.6. Adjustment | |||
No seasonal adjustment is made. |
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None. |
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