Housing Maintenance and Improvement Work Index / IPEA

Sources
Dernière mise à jour le : 12/07/2017

Présentation de l'opération

Organisme producteur :

Insee. Direction des statistiques d'entreprises (DSE)

Type d'opération :

Prices Index
The aim of this survey is to establish the quarterly price indices covering the different activities required for the maintenance and improvement of housing.
These indices can be used to analyze the activity of the sector (division "43 - specialized construction", with the exception of group "43.1 - Demolition and site preparation"), as economic indicators or as deflators for national accounts. They can also be used to index contracts.

Objectifs :

The aim of this survey is to establish the quarterly price indices covering the different activities required for the maintenance and improvement of housing.

These indices can be used to analyze the activity of the sector (division "43 - specialized construction", with the exception of group "43.1 - Demolition and site preparation"), as economic indicators or as deflators for national accounts. They can also be used to index contracts.

Thèmes abordés :

Only one "market" is covered, limited to housing and the maintenance and improvement. An extension to non-residential buildings and work in new construction is planned. 

Champ de l'opération

Champ géographique :

Metropolitan France

Champ(s) statistique(s) couvert(s) :

The housing maintenance and improvement work index (IPEA) is a quarterly index measuring evolution of price excluding taxes charged by construction enterprises (including artisanals), for their maintenance and improvement of existing housing in the quarter observation. The index BT50 "renovation - maintenance all trades" of the building reflects the evolution of the costs payed by companies in a similar field (mainly on their expeditures for wages and materials).
Insee realise a survey from a sample of enterprises selected among those declaring intervene in the renovation of residential housing at the annual structural survey (ESA) in the construction sector.
The following activities are excluded :
- new construction work;
- work of major renovation or rehabilitation related to it (ie made after almost total demolition);
- work in non-residential buildings (offices, shops, factories, etc.).
- work of transformation into housing of local previously reserved for another use;
- work that does not lead to market prices between the performing company and the final customer, in particular the work provided in subcontracted by another company;
- work not involving both the supply and installation of materials: the only supply of materials is an activity of commerce.

Caractéristiques techniques

Unité statistique enquêtée :

Enterprise branch (product)

Périodicité de l'opération :

Quarterly

Période et mode de collecte :

Online questionnaire or paper

Historique :

Quarterly price indices from this survey are relatively recent. The first index on painting work was in 1993.
Indices of four families of work have been published since the fourth quarter of 1997. Two new families are disseminated from the fourth quarter of 1998. Since 1999, nine families are disseminated.
SOeS in Ministry of ecology, sustainable development and energy was in charge of price indices of maintenance and improvement until the second quarter of 2013, then it was transferred to INSEE.

Plan de sondage :

The sample group consists of 1,018 enterprises which remain in the sample group for three years. The sample is built on the basis of three stratification criteria: the main activity; the category for the number of salaried staff in the enterprise (0 employee, 1 to less than 20 employees, 20 employees and over); location (Ile-de-France and other regions).
The survey is exhaustive with regard to the part of the sample concerning enterprises with over 20 employees, derived from the Annual Business Survey (EAE). For enterprises with less than 20 employees, the sample is taken from the SIRENE register by random sampling. 120 enterprises are regularly surveyed in each family. Each quarter, 300 to 600 prices are recorded for each family.

Méthodologie :

The scope of maintenance and improvement of housing was divided into nine families work covering most of this activity:

1. masonry, reinforced concrete, stone floor;
2. painting, wall covering, supple floor covering ;
3. carpentry of wood and PVC;
4. climatic engineering;
5. sanitary plumbing
6. roofing, zinguerie;
7. electricity ;
8. metallic carpentry, locksmithery;
9. plastering.

Inside these families, categories of work whose prices evolve similarly are grouped, and we retain a standard service of the class of work performed regularly represents the largest share of the turnover of the family. Typically this is a quotation with all technical and commercial characteristics of the site.
These nine indices and IPEA are Laspeyres fixed base whose weights are usually updated every five years.
The indices are expressed in reference 100 in 2010. More precisly, Laspeyres " elementary " are calculated from the prices of standard services. If, for a given quarter, the price of a service can not be observed, the evolution of this price is estimated by the weighted average of evolutions in the price of services belonging to the same stratum of calculation. Using weighted arithmetic, we aggregate these elementary indices to obtain indices by category of work, then by families of work, and finally synthetic IPEA index. Individual weighting of a service is the turnover that the company generates in the category of work in which the service is connected. The weights of the categories of work within families work and family work in the global IPEA, are provided by the amounts of turnover observed in the annual structural survey in the construction sector. 

Autres spécifications :

The survey takes place in two phases:

The survey takes place in two phases:· The first phase sets out to renew one fifth of the sample group of enterprises which will be surveyed on a quarterly basis. These enterprises receive a visit from an investigator in order to define their representative services and determine the associated weighting for calculating the price trends;
· The second phase consists of a quarterly survey of the prices applied to the several services defined by the investigator.