Abstract

Household Income and Expenditure Survey (HIES) collects a wealth of information on HH income and expenditure, such as source of income by industry, HH expenditure on goods and services, and income and expenditure associated with subsistence production and consumption. In addition to this, HIES collects information on sectoral and thematic areas, such as education, health, labour force, primary activities, transport, information and communication, transfers and remittances, food expenditure (as a proxy for HH food consumption and nutrition analysis), and gender.

The Pacific Islands regionally standardized HIES instruments and procedures were adopted by the Government of Tokelau for the 2015/16 Tokelau HIES. These standards were designed to feed high-quality data to HIES data end users for:

1. deriving expenditure weights and other useful data for the revision of the consumer price index;
2. supplementing the data available for use in compiling official estimates of various components in the System of National Accounts;
3. supplementing the data available for production of the balance of payments; and
4. gathering information on poverty lines and the incidence of poverty in Tokelau.

The data allow for the production of useful indicators and information on the sectors covered in the survey, including providing data to inform indicators under the UN Sustainable Development Goals (SDGs). This report, the above listed outputs, and any thematic analyses of HIES data, collectively provide information to assist with social and economic planning and policy formation.

Geographic coverage

National coverage.

Analysis unit

Households and Individuals.

Universe

The universe of the 2015/16 Tokelau Household Income and Expenditure Survey (HIES) is all occupied households (HHs) in Tokelau. HHs are the sampling unit, defined as a group of people (related or not) who pool their money, cook and eat together. It is not the physical structure (dwelling) in which people live. The HH must have been living in Tokelau for a period of six months, or have had the intention to live in Tokelau for a period of twelve months in order to be included in the survey.

Household members covered in the survey include: -usual residents currently living in the HH; -usual residents who are temporarily away (e.g., for work or a holiday); -usual residents who are away for an extended period, but are financially dependent on, or supporting, the HH (e.g., students living in school dormitories outside Tokelau, or a provider working overseas who hasn't formed or joined another HH in the host country) and plan to return; -persons who frequently come and go from the HH, but consider the HH being interviewed as their main place of stay; -any person who lives with the HH and is employed (paid or in-kind) as a domestic worker and who shares accommodation and eats with the host HH; and -visitors currently living with the HH for a period of six months or more.

Kind of data

Sample survey data [ssd]

Sampling procedure

The 2015/16 Tokelau Household Income and Expenditure Survey (HIES) sampling approach was designed to generate reliable results at the national level. That is, the survey was not designed to produce reliable results at any lower level, such as for the three individual atolls. The reason for this is partly budgetary constraint, but also because the HIES will serve its primary objectives with a sample size that will provide reliable national aggregates.

The sampling frame used for the random selection of HHs was from December 2013, i.e. the HH listing updated in the 2013 Population Count.

The 2015/16 Tokelau HIES had a quota of 120 HHs. The sample covered all three populated atolls in Tokelau (Fakaofo, Nukunonu and Atafu) and the sample was evenly allocated between the three atoll clusters (i.e., 40 HHs per atoll surveyed over a ten-month period). The HHs within each cluster were randomly selected using a single-stage selection process.

In addition to the 120 selected HHs, 60 HHs (20 per cluster) were randomly selected as replacement HHs to ensure that the desired sample was met. The replacement HHs were only approached for interview in the case that one of the primarily selected HHs could not be interviewed.

Mode of data collection

Face-to-face [f2f]

Research instrument

The questionnaires for this Household Income and Expenditure Survey (HIES) are composed of a diary and 4 modules published in English and in Tokelauan. All English questionnaires and modules are provided as external resources.

Here is the list of the questionnaires for this 2015-2016 HIES: - Diary: week 1 an 2; - Module 1: Demographic information (Household listing, Demographic profile, Activities, Educational status, Communication status...); - Module 2: Household expenditure (Housing characteristics, Housing tenure expenditure, Utilities and communication, Land and home...etc); - Module 3: Individual expenditure (Education, Health, Clothing, Communication, Luxury items, Alcohonl & tobacco); - Module 4: Household and individual income (Wages and salary, Agricultural and forestry activities, Fishing gathering and hunting activities, livestock and aquaculture activities...etc).

Cleaning operations

All inconsistencies and missing values were corrected using a variety of methods: 1. Manual correction: verified on actual questionnaires (double check on the form, questionnaire notes, local knowledge, manual verifications) 2. Subjective: the answer is obvious and be deducted from other questions 3. Donor hot deck: the value is imputed based on similar characteristics from other HHs or individuals (see example below) 4. Donor median: the missing or outliers were imputed from similar items reported median value 5. Record deletion: the record was filled by mistake and had to be removed.

Several questions used the hotdeck method of imputation to impute missing and outlying values. This method can use one to three dimensions and is dependent on which section and module the question was placed. The process works by placing correct values in a coded matrix. For example in Tokelau the “Drink Alcohol” questions used a three dimension hotdeck to store in-range reported data. The constraining dimensions used are AGE, SEX and RELATIONSHIP questions and act as a key for the hotdeck. On the first pass the valid yes/no responses are place into this 3-dimension hotdeck. On the second pass the data in the matrix is updated one person at a time. If a “Drink Alcohol” question contained a missing response then the person's coded age, sex and relationship key is searched in the “valid” matrix. Once a key is found the result contained in the matrix is imputed for the missing value. The first preferred method to correct missing or outlying data is the manual correction (trying to obtain the real value, it could have been miss-keyed or reported incorrectly). If the manual correction was unsuccessful at correcting the values, a subjective approach was used, the next method would be the hotdeck, then the donor median and the last correction is the record deletion. The survey procedure and enumeration team structure allow for in-round data entry, which gives the field staff the opportunity to correct the data by manual review and by using the entry system-generated error messages. This process was designed to improve data quality. The data entry system used system-controlled entry, interactive coding and validity and consistency checks. Despite the validity and consistency checks put in place, the data still required cleaning. The cleaning was a two-stage process, which included manual cleaning while referencing the questionnaire, whereas the second stage involved computer-assisted code verification and, in some cases, imputation. Once the data were clean, verified and consistent, they were recoded to form a final aggregated database, consisting of: Person level record - characteristics of every (household) HH member, including activity and education profile; HH level record - characteristics of the dwelling and access to services; Final aggregated income - all HH income streams, by category and type; Final aggregated expenditure - all HH expenditure items, by category and type.

The cleaning was a two-stage process, which included manual cleaning while referencing the questionnaire, whereas the second stage involved computer-assisted code verification and, in some cases, imputation. Once the data were clean, verified and consistent, they were recoded to form a final aggregated database.

Response rate

Overall, 99% of the response rate objective was achieved.

Sampling error estimates

Refer to Appendix 2 of the Tokelau 2015/2016 Household Income and Expenditure Survey report attached as an external resource.

This data collection is comprised of responses from the March and April installments of the 2008 Current Population Survey (CPS). Both the March and April surveys used two sets of questions, the basic CPS and a separate supplement for each month.The CPS, administered monthly, is a labor force survey providing current estimates of the economic status and activities of the population of the United States. Specifically, the CPS provides estimates of total employment (both farm and nonfarm), nonfarm self-employed persons, domestics, and unpaid helpers in nonfarm family enterprises, wage and salaried employees, and estimates of total unemployment.In addition to the basic CPS questions, respondents were asked questions from the March supplement, known as the Annual Social and Economic (ASEC) supplement. The ASEC provides supplemental data on work experience, income, noncash benefits, and migration. Comprehensive work experience information was given on the employment status, occupation, and industry of persons 15 years old and older. Additional data for persons 15 years old and older are available concerning weeks worked and hours per week worked, reason not working full time, total income and income components, and place of residence on March 1, 2007. The March supplement also contains data covering nine noncash income sources: food stamps, school lunch program, employer-provided group health insurance plan, employer-provided pension plan, personal health insurance, Medicaid, Medicare, CHAMPUS or military health care, and energy assistance. Questions covering training and assistance received under welfare reform programs, such as job readiness training, child care services, or job skill training were also asked in the March supplement.The April supplement, sponsored by the Department of Health and Human Services, queried respondents on the economic situation of persons and families for the previous year. Moreover, all household members 15 years of age and older that are a biological parent of children in the household that have an absent parent were asked detailed questions about child support and alimony. Information regarding child support was collected to determine the size and distribution of the population with children affected by divorce or separation, or other relationship status change. Moreover, the data were collected to better understand the characteristics of persons requiring child support, and to help develop and maintain programs designed to assist in obtaining child support. These data highlight alimony and child support arrangements made at the time of separation or divorce, amount of payments actually received, and value and type of any property settlement.The April supplement data were matched to March supplement data for households that were in the sample in both March and April 2008. In March 2008, there were 4,522 household members eligible, of which 1,431 required imputation of child support data. When matching the March 2008 and April 2008 data sets, there were 170 eligible people on the March file that did not match to people on the April file. Child support data for these 170 people were imputed. The remaining 1,261 imputed cases were due to nonresponse to the child support questions. Demographic variables include age, sex, race, Hispanic origin, marital status, veteran status, educational attainment, occupation, and income. Data on employment and income refer to the preceding year, although other demographic data refer to the time at which the survey was administered.

The STAMINA study examined the nutritional risks of low-income peri-urban mothers, infants and young children (IYC), and households in Peru during the COVID-19 pandemic. The study was designed to capture information through three, repeated cross-sectional surveys at approximately 6 month intervals over an 18 month period, starting in December 2020. The surveys were carried out by telephone in November-December 2020, July-August 2021 and in February-April 2022. The third survey took place over a longer period to allow for a household visit after the telephone interview.The study areas were Manchay (Lima) and Huánuco district in the Andean highlands (~ 1900m above sea level).In each study area, we purposively selected the principal health centre and one subsidiary health centre. Peri-urban communities under the jurisdiction of these health centres were then selected to participate. Systematic random sampling was employed with quotas for IYC age (6-11, 12-17 and 18-23 months) to recruit a target sample size of 250 mother-infant pairs for each survey.Data collected included: household socio-demographic characteristics; infant and young child feeding practices (IYCF), child and maternal qualitative 24-hour dietary recalls/7 day food frequency questionnaires, household food insecurity experience measured using the validated Food Insecurity Experience Scale (FIES) survey module (Cafiero, Viviani, & Nord, 2018), and maternal mental health.In addition, questions that assessed the impact of COVID-19 on households including changes in employment status, adaptations to finance, sources of financial support, household food insecurity experience as well as access to, and uptake of, well-child clinics and vaccination health services were included.This folder includes the questionnaire for survey 3 in both English and Spanish languages.The corresponding dataset and dictionary of variables for survey 3 are available at 10.17028/rd.lboro.21741014

Abstract

THE CLEANED AND HARMONIZED VERSION OF THE SURVEY DATA PRODUCED AND PUBLISHED BY THE ECONOMIC RESEARCH FORUM REPRESENTS 50% OF THE ORIGINAL SURVEY DATA COLLECTED BY THE CENTRAL AGENCY FOR PUBLIC MOBILIZATION AND STATISTICS (CAPMAS)

The Household Income, Expenditure and Consumption Survey (HIECS) is of great importance among other household surveys conducted by statistical agencies in various countries around the world. This survey provides a large amount of data to rely on in measuring the living standards of households and individuals, as well as establishing databases that serve in measuring poverty, designing social assistance programs, and providing necessary weights to compile consumer price indices, considered to be an important indicator to assess inflation.

The HIECS 2008/2009 is the tenth Household Income, Expenditure and Consumption Survey that was carried out in 2008/2009, among a long series of similar surveys that started back in 1955.

The survey main objectives are: - To identify expenditure levels and patterns of population as well as socio- economic and demographic differentials. - To estimate the quantities, values of commodities and services consumed by households during the survey period to determine the levels of consumption and estimate the current demand which is important to predict future demands. - To measure mean household and per-capita expenditure for various expenditure items along with socio-economic correlates. - To define percentage distribution of expenditure for various items used in compiling consumer price indices which is considered important indicator for measuring inflation. - To define mean household and per-capita income from different sources. - To provide data necessary to measure standard of living for households and individuals. Poverty analysis and setting up a basis for social welfare assistance are highly dependant on the results of this survey. - To provide essential data to measure elasticity which reflects the percentage change in expenditure for various commodity and service groups against the percentage change in total expenditure for the purpose of predicting the levels of expenditure and consumption for different commodity and service items in urban and rural areas. - To provide data essential for comparing change in expenditure against change in income to measure income elasticity of expenditure. - To study the relationships between demographic, geographical, housing characteristics of households and their income and expenditure for commodities and services. - To provide data necessary for national accounts especially in compiling inputs and outputs tables. - To identify consumers behavior changes among socio-economic groups in urban and rural areas. - To identify per capita food consumption and its main components of calories, proteins and fats according to its sources and the levels of expenditure in both urban and rural areas. - To identify the value of expenditure for food according to sources, either from household production or not, in addition to household expenditure for non food commodities and services. - To identify distribution of households according to the possession of some appliances and equipments such as (cars, satellites, mobiles ...) in urban and rural areas. - To identify the percentage distribution of income recipients according to some background variables such as housing conditions, size of household and characteristics of head of household.

Compared to previous surveys, the current survey experienced certain peculiarities, among which: 1- Doubling the number of area segments from 1200 in the previous survey to 2526 segments with decreasing the number of households selected from each segment to be (20) households instead of (40) in the previous survey to ensure appropriate representatives in the society. 2- Changing the survey period to 15 days instead of one month in the previous one 200412005, to lighten the respondent burden and encourage more cooperation. 3- Adding some additional questions: a- Participation or the benefits gained from pension and social security system. b- Participation in health insurance system. 4- Increasing quality control Procedures especially for fieldwork to ensure data accuracy and avoid any errors in suitable time.

The raw survey data provided by the Statistical Agency were cleaned and harmonized by the Economic Research Forum, in the context of a major project that started in 2009. During which extensive efforts have been exerted to acquire, clean, harmonize, preserve and disseminate micro data of existing household surveys in several Arab countries.

Geographic coverage

Covering a sample of urban and rural areas in all the governorates.

Analysis unit

1- Household/family. 2- Individual/person.

Universe

The survey covered a national sample of households and all individuals permanently residing in surveyed households.

Kind of data

Sample survey data [ssd]

Sampling procedure

THE CLEANED AND HARMONIZED VERSION OF THE SURVEY DATA PRODUCED AND PUBLISHED BY THE ECONOMIC RESEARCH FORUM REPRESENTS 50% OF THE ORIGINAL SURVEY DATA COLLECTED BY THE CENTRAL AGENCY FOR PUBLIC MOBILIZATION AND STATISTICS (CAPMAS)

The sample of HIECS, 2008-2009 is a two-stage stratified cluster sample, approximately self-weighted, of nearly 48000 households. The main elements of the sampling design are described in the following.

1- Sample Size
It has been deemed important to retain the same sample size of the previous two HIECS rounds. Thus, a sample of about 48000 households has been considered. The justification of maintaining the sample size at this level is to have estimates with levels of precision similar to those of the previous two rounds: therefore trend analysis with the previous two surveys will not be distorted by substantial changes in sampling errors from round to another. In addition, this relatively large national sample implies proportional samples of reasonable sizes for smaller governorates. Nonetheless, over-sampling has been introduced to raise the sample size of small governorates to about 1000 households As a result, reasonably precise estimates could be extracted for those governorates. The over-sampling has resulted in a slight increase in the national sample to 48658 households.

2- Cluster size
An important lesson learned from the previous two HIECS rounds is that the cluster size applied in both surveys is found to be too large to yield an accepted design effect estimates. The cluster size was 40 households in the 2004-2005 round, descending from 80 households in the 1999-2000 round. The estimates of the design effect (deft) for most survey measures of the latest round were extraordinary large. As a result, it has been decided to decrease the cluster size to only 19 households (20 households in urban governorates to account for anticipated non-response in those governorates: in view of past experience non-response is almost nil in rural governorates).

A more detailed description of the different sampling stages and allocation of sample across governorates is provided in the Methodology document available among the documentation materials published in both Arabic and English.

Mode of data collection

Face-to-face [f2f]

Research instrument

Three different questionnaires have been designed as following: 1- Expenditure and consumption questionnaire. 2- Diary questionnaire for expenditure and consumption. 3- Income questionnaire.

In designing the questionnaires of expenditure, consumption and income, we were taking into our consideration the following: - Using the recent concepts and definitions of International Labor Organization approved in the International Convention of Labor Statisticians held in Geneva, 2003. - Using the recent Classification of Individual Consumption according to Purpose (COICOP). - Using more than one approach of expenditure measurement to serve many purposes of the survey.

A brief description of each questionnaire is given next:

1- Expenditure and Consumption Questionnaire

This questionnaire comprises 14 tables in addition to identification and geographic data of household on the cover page. The questionnaire is divided into two main sections.

Section one: Household schedule and other information. It includes: - Demographic characteristics and basic data for all household individuals consisting of 18 questions for every person. - Members of household who are currently working abroad. - The household ration card. - The main outlets that provide food and beverage. - Domestic and foreign tourism. - The housing conditions including 15 questions. - Means of transportation used to go to work or school. - The household possession of appliances and means of transportation. - This section includes some questions which help to define the social and economic level of households which in turn, help interviewers to check the plausibility of expenditure, consumption and income data.

Section two: Expenditure and consumption data It includes 14 tables as follows: - The quantity and value of food and beverages commodities actually consumed. - The quantity and value of the actual consumption of alcoholic beverages, tobacco and narcotics. - The quantity and value of the clothing and footwear. - The household expenditure for housing. - The household expenditure for furnishings, household equipment and routine maintenance of the house. - The household expenditure for health care services. - The household expenditure for transportation. - The household

Abstract

The main purpose of a Household Income and Expenditure Survey (HIES) survey was to present high quality and representative national household data on income and expenditure in order to update Consumer Price Index (CPI), improve statistics on National Accounts and measure poverty within the country. These statistics are a requirement for evidence based policy-making in reducing poverty within the country and monitor progress in the national strategic plan in place.

Geographic coverage

Urban (Funafuti) and rural areas (outer islands).

Analysis unit

Household and Individual.

Universe

Private households.

Kind of data

Sample survey data [ssd]

Sampling procedure

The sampling design of the Tuvalu 2022 HIES consists in the random selection of the appropriate numbers of households (within each strata urban and rural) in order to be able to disaggregate HIES results at the strata level (in addition to National level). The urban strata of Tuvalu is made of the island of Funafuti (as a whole) and the rest of the country (all outer islands) compose the rural strata. The statistical unit used to run this sampling analysis is the household. The sample procedure is based on the following steps: - Assessment of the accuracy of the previous 2015 HIES in terms of per capita total expenditure (variable of interest) and check whether the sample size at that time were appropriate and correctly distributed among both stratas, - Update this assessment process by using the most recent population count to get the new sample size and distribution, - Proceed to the random selection of households using this most recent population count. The sampling frame (most recent household listing and population count) used to update and select is the 2021 Tuvalu Household Listing conducted by the Central Statistics Division of Tuvalu. At the National level, the 2015 Tuvalu HIES reported a good accuracy of the per capita total expenditure (less than 5%) but the disaggregation results by strata showed a lower quality of the result in Tuvalu urban. The Tuvalu 2021 household listing provides the most recent distribution of the households across all the islands of Tuvalu. This step consists in updating the accuracy of the previous 2015 HIES by using this recent household count and get the appropriate RSE by changing the sample size. For budget constraint, the total sample size cannot get increased, as the funding situation does not allow higher sample size. It means that the only parameter that can be modified is the distribution of the sample across the strata. Sample size by stratum: -Urban: 350 (out of 1,010 urban households as per the 2021 listing) -Rural: 310 (out of 835 rural households as per the 2021 listing) -National: 660 (out of 1,845 total households as per the 2021 listing)

2015 per capita mean total expenditure (AUD): -Urban: 3,190 -Rural: 2,780 -National: 3,000

Relative Standard Error (RSE): -Urban: 5.1% -Rural: 4.1% -National: 3.3%

It results from this new sample design a new distribution that shows an increase in Funafuti urban, mainly due to: - The low quality of the survey results from the 2015 HIES, - The number of households that have increased by more than 15% between 2015 and 2020 in Tuvalu urban area.

The household selection process is based on a simple random procedure within each stratum: - The 350 households in Funafuti are selected using the same probability of selection across all villages of the islands - The 310 household in rural Tuvalu are distributed proportionally to the size of each rural island of Tuvalu. This proportional allocation of the sample across rural Tuvalu islands generates the best accuracy at the strata level.

Distribution of sample accross strata: Urban: Funafuti 350 Rural: Nanumea 42
Nanumaga 37 Niutao 46
Nui 39
Vaitupu 75
Nukufetau 45
Nukulaelae 23
Niukalita 4

Non-response is a problem in surveys, and it is crucial that the field teams interview the selected households (the location on the map and the name of the household head are used to help to determine the selected households). During the first visit, interviewers must do their best to convince the household head to participate in the survey (and get his/her approval to proceed to interview). It may happen in the field that the first visit results in: I. A refusal: the household head does not show any interest in the survey and is reluctant to participate, II. The house is empty (household members away at the time of the visit).

(I) Refusal: if the interviewer cannot convince the household head to participate, he has to liaise with the survey management, and the supervisor will help in the discussion to convince the household head to respond. In this case, it is important to mention that all responses are kept confidential and insist on the importance of it for the benefit of Tuvalu population. (II) Empty house: the interviewer must investigate (checking with neighbours) whether or not the house is still inhabited by the family: o If it is not the case, the dwelling is then vacant, and the replacement procedure must be activated. o If the dwelling is still occupied, interviewer must come back later the same day or the day after at different time

Only in extreme cases of persistent refusal or empty house (household members away during the time of the collection) the replacement procedure must be activated. The replacement procedure consists in changing the selected household to the closest neighbour who is available.

Mode of data collection

Computer Assisted Personal Interview [capi]

Research instrument

The 2022 Tuvalu Household Income and Expenditure Survey (HIES) questionnaire was developed in English language and it follows the Pacific Standard HIES questionnaire structure. It is administered on CAPI using Survey Solution, and the diary is no longer part of the form. All transactions (food, non food, home production and gifts) are collected through different recall sections during the same visit. The traditional 14 days diary is no longer recommended in the region. This new method of implementing the HIES present some interesting and valuable advantages such as: cost saving, data quality, time reduction for data processing and reporting. The 2022 HIES of Tuvalu was directly integrated to a census through a Long Form Census (LFC). The LFC was an experiment led by the World Bank and the Pacific Community to try and group a census and a HIES collection. All households were normally enumerated during the 2022 Census and households selected to participate to the HIES were then asked the HIES questions.

Below is a list of all modules in this questionnaire: -Household ID -Demographic characteristics -Education -Health -Functional difficulties -Communication -Alcohol -Other individual expenses -Labour force -Fisheries -Handicraft and home-processed food -Dwelling characteristics -Assets -Home maintenance -Vehicles -International trips -Domestic trips -Household services -Financial support -Other household expenditure -Ceremonies -Remittances -Food insecurity -Financial inclusion -Livestock & aquaculture -Agriculture parcel -Agriculture vegetables -Agriculture rootcrops -Agriculture fruits

The survey questionnaire can be found in this documentation.

Cleaning operations

Data was edited, cleaned and imputed using the software Stata.

Response rate

There was a total of 662 households from the original selection of the sample. 592 of them were contacted 528 accepted the interviews. The number of valid households is 464, or 70% of households before replacement. After replacement, 54 households were considered valid making the final completion rate at 78% (73% in urban and 85% in rural area).

Abstract

THE CLEANED AND HARMONIZED VERSION OF THE SURVEY DATA PRODUCED AND PUBLISHED BY THE ECONOMIC RESEARCH FORUM REPRESENTS 25% OF THE ORIGINAL SURVEY DATA COLLECTED BY THE DEPARTMENT OF STATISTICS OF THE HASHEMITE KINGDOM OF JORDAN

Surveys related to the family budget are considered one of the most important surveys types carried out by the Department Of Statistics, since it provides data on household expenditure and income and their relationship with different indicators. Therefore, most of the countries undertake periodic surveys on household income and expenditures. The Department Of Statistics, since established, conducted a series of Expenditure and Income Surveys during the years 1966, 1980, 1986/1987, 1992, 1997, 2002/2003, 2006/2007, 2008/2009, 2010/2011 and because of continuous changes in spending patterns, income levels and prices, as well as in the population internal and external migration, it was necessary to update data for household income and expenditure over time. Hence, the need to implement the Household Expenditure and Income Survey for the year 2013 arises.

The survey was then conducted to achieve the following objectives: 1. Provide data on income and expenditure to enable computation of poverty indices and determine the characteristics of the poor and prepare poverty maps. 2. Provide data weights that reflect the relative importance of consumer expenditure items used in the preparation of the consumer price index. 3. Provide the necessary data for the national accounts related to overall consumption and income of the household sector. 4. Provide the data necessary for the formulation, follow-up and evaluation of economic and social development programs, including those addressed to eradicate poverty. 5. Identify consumer spending patterns prevailing in the society, and the impact of demographic, social and economic variables on those patterns. 6. Calculate the average annual income of the household and the individual, and identify the relationship between income and different socio-economic factors, such as profession and educational level of the head of the household and other indicators. 7. Study the distribution of individuals and households by income and expenditure categories and analyze the factors associated with it.

The raw survey data provided by the Statistical Agency were cleaned and harmonized by the Economic Research Forum, in the context of a major project that started in 2009. During which extensive efforts have been exerted to acquire, clean, harmonize, preserve and disseminate micro data of existing household surveys in several Arab countries.

Geographic coverage

The General Census of Population and Housing in 2004 provided a detailed framework for housing and households for different administrative levels in the Kingdom. Where the Kingdom is administratively divided into 12 governorates, each governorate is composed of a number of districts, each district (Liwa) includes one or more sub-district (Qada). In each sub-district, there are a number of communities (cities and villages). Each community was divided into a number of blocks. Where in each block, the number of houses ranged between 60 and 100 houses. Nomads, persons living in collective dwellings such as hotels, hospitals and prison were excluded from the survey framework.

Analysis unit

1- Household/family. 2- Individual/person.

Universe

The survey covered a national sample of households and all individuals permanently residing in surveyed households.

Kind of data

Sample survey data [ssd]

Sampling procedure

THE CLEANED AND HARMONIZED VERSION OF THE SURVEY DATA PRODUCED AND PUBLISHED BY THE ECONOMIC RESEARCH FORUM REPRESENTS 25% OF THE ORIGINAL SURVEY DATA COLLECTED BY THE DEPARTMENT OF STATISTICS OF THE HASHEMITE KINGDOM OF JORDAN

The Household Expenditure and Income survey sample, for the year 2013, was designed to serve the basic objectives of the survey through providing a relatively large sample in each sub-district to enable drawing a poverty map in Jordan. A two stage stratified cluster sampling technique was used. In the first stage, a cluster sample proportional to the size was uniformly selected, where the number of households in each cluster was considered the weight of the cluster. At the second stage, a sample of 10 households was selected from each cluster, in addition to another 5 households selected as a backup for the basic sample, using a systematic sampling technique. Those 5 households were sampled to be used during the first visit to the block in case the visit to the original household selected is not possible for any reason. For the purposes of this survey, each sub-district was considered a separate stratum to ensure the possibility of producing results on the sub-district level. In this respect, the survey framework adopted that provided by the General Census of Population and Housing Census in dividing the sample strata. To estimate the sample size, the coefficient of variation and the design effect of the expenditure variable provided in the Household Expenditure and Income Survey for the year 2010 was calculated for each sub-district. These results were used to estimate the sample size on the sub-district level so that the coefficient of variation for the expenditure variable in each sub-district is less than 10%, at a minimum, of the number of clusters in the same sub-district (8 clusters). This is to ensure adequate presentation of clusters in different administrative areas to enable drawing an indicative poverty map. It should be noted that in addition to the standard non response rate assumed, higher rates were expected in areas where poor households are concentrated in major cities. Therefore, those were taken into consideration during the sampling design phase, and a higher number of households were selected from those areas, aiming at well covering all regions where poverty spreads.

Mode of data collection

Face-to-face [f2f]

Research instrument

To reach the survey objectives, 3 forms have been developed. Those forms were finalized after being tested and reviewed by specialists taking into account making the data entry, and validation, process on the computer as simple as possible.

(1) General Form/Questionnaire This form includes: - Housing characteristics such as geographic location variables, household area, building material predominant for external walls, type of tenure, monthly rent or lease, main source of water, lighting, heating and fuel cooking, sanitation type and water cycle, the number of rooms in the dwelling, in addition to providing ownership status of some home appliances and car. - Characteristics of household members: This form focused on the social characteristics of the family members such as relation to the head of the family, gender, age and educational status and marital status. It also included economic characteristics such as economic activity, and the main occupation, employment status, and the labor sector. To the additions of questions about individual continued to stay with the family, in order to update the information at the end of each of the four rounds of the survey. - Income section which included three parts · Family ownership of assets · Productive activities for the family · Current income sources

(2) Expenditure on food commodities form/Questionnaire This form indicates expenditure data on 17 consumption groups. Each group includes a number of food commodities, with the exception of the latter group, which was confined to some of the non-food goods and services because of their frequent spending pattern on daily basis like food commodities. For the purposes of the efficient use of results, expenditure data of the latter group was moved with the non-food commodities expenditure. The form also includes estimated amounts of own-produced food items and those received as gifts or in an in-kind form, as well as servants living with the family spending on themselves from their own wages to buy food.

(3) Expenditure on non-food commodities form/Questionnaire This form indicates expenditure data on 11 groups of non-food items, and 5 sets of spending on services, in addition to a group of consumption expenditure. It also includes an estimate of self-consumption, and non-food gifts or other items in an in-kind form received or sent by the household, as well as servants living with the family spending on themselves from their own wages to buy non-food items.

Cleaning operations

----> Raw Data

The data collection phase was then followed by the data processing stage accomplished through the following procedures: 1- Organizing forms/questionnaires A compatible archive system, with the nature of the subsequent operations, was used to classify the forms according to different round throughout the year. This is to effectively enable extracting the forms when required for processing. A registry was prepared to indicate different stages of the process of data checking, coding and entry till forms are back to the archive system. 2- Data office checking This phase is achieved concurrently with the data collection phase in the field, where questionnaires completed in the fieldwork are immediately sent to data office checking phase. 3- Data coding A team was trained to work on the data coding phase, which in this survey is only limited to education specialization, profession and economic activity. In this respect, international classifications were use, while for the rest of the questions, all coding were predefined

Abstract

The Survey on Income and Living Conditions, introduced as part of the European Union harmonisation efforts, aims to produce data on income distribution, relative poverty by income, living conditions and social exclusion comparable with European Union member states. The study which uses a panel survey method is repeated every year and monitors sample of household members for four years. Every year, the study attempts to obtain two datasets: cross-sectional and panel.

The Income and Living Conditions Survey has been conducted to provide annual and regular cross-sectional data to answer questions such as:

• How equally is the income in the country distributed and how has it changed as compared to the previous years?
• How many poor people are there in the country and how do they distribute across regions? How has this situation changed as compared to the previous years?
• Who is poor? Has there been a change over time?
• How has this gap between the poor and the rich evolved over time?
• What kind of a change or transition occurs in the incomes of individuals and households? How does the direction of this change depends on characteristics and circumstances, does it decline or grow?
• How is the income distributed across sectors, types of income and household characteristics?
• How do people's living conditions change or improve over time?
• The study also aims to provide panel data to calculate indicators such as persistent income poverty and to measure net changes over time.

The longitudinal database 2008-2011 is documented here.

Geographic coverage

All settlements within the borders of the Republic of Turkey have been included.

Universe

All household members living in households within the borders of the Republic of Turkey. However, the study excludes the population defined as institutional population living in hospices, elderly homes, prisons, military barracks, private hospitals and in childcare centres. Migrant population has also been excluded due to practical challenges.

Kind of data

Sample survey data [ssd]

Sampling procedure

Sampling method: Stratified, multi-stage, clustered sampling.

Sampling unit: Household.

Sampling framework: Sampling framework has been derived from two sources:

1. For the settlements with municipal status; General Building Census conducted in 2000 by TurkStat and Numbering Study (conducted in 2000) Form Population 1 data have been used.
2. For the settlements without municipal status (Villages); data of General Population Census conducted in 2000 have been used to select the blocks which constituted the sampling unit of the first stage.

Selection of sample households: for the purposes of the study which used a two-staged sampling design; entire Turkey has been divided into blocks which covered 100 households each.

• At the first stage, blocks were selected as the first stage sampling unit
• At the second stage, households were selected from among the previously selected blocks as the final sampling unit. Prior to the selection of sample households, addresses at the blocks were updated through an "address screening study"

Sample size: Annual sampling size is 13,414 households in respect of the estimation, objectives and targeted variables of the study and in consideration of the attritions in the sample.

Substitution principle: Substitution has not been used as the sample size had been calculated by taking account of non-response.

Mode of data collection

Computer Assisted Personal Interview [capi]

Research instrument

• Household registry form: The form filled at the beginning of the survey provides brief information on access to the address of the household, condition of the household and of the survey. Moreover, following the first field application, modalities are identified for filling in the monitoring forms if the households included in the panel survey move home.

• Personal registry form: These forms aim to identify basic demographic characteristics of the household members, changes that occur in the status of household membership of the individuals included in the panel survey, reasons for their leaving the household, the date of their departure etc. as well as individuals who join the household.

• Household and personal follow-up form: There is need for following up the households which have moved home and the sample individuals who have left the household to join or found another one. Household and personal follow-up forms are used to identify their new addresses and access their contact information.

• Household questionnaire: These forms attempt to collect information on the type of the occupied dwelling, status of ownership, information relating to the dwelling (number of rooms, the space actually used, heating system, dwelling facilities, goods owned etc), problems of the dwelling of the neighbourhood, status of indebtedness, rent payments, expenditures for the dwelling, the extent to which households are able to meet their general economic and basic needs and incomes earned at household level.

• Personal questionnaire: These forms attempt to collect information on education, health, employment and marital status of the household members aged 15 and over, as well as the dates of employment and incomes earned during the reference year.

Abstract

The Household Income and Expenditure Survey is a survey collecting data on income, consumption and expenditure patterns of households, in accordance with methodological principles of statistical enquiries, which are linked to demographic and socio-economic characteristics of households. A Household Income and expenditure Survey is the sole source of information on expenditure, consumption and income patterns of households, which is used to calculate poverty and income distribution indicators. It also serves as a statistical infrastructure for the compilation of the national basket of goods used to measure changes in price levels. Furthermore, it is used for updating of the national accounts.

The main objective of the NHIES 2009/2010 is to comprehensively describe the levels of living of Namibians using actual patterns of consumption and income, as well as a range of other socio-economic indicators based on collected data. This survey was designed to inform policy making at the international, national and regional levels within the context of the Fourth National Development Plan, in support of monitoring and evaluation of Vision 2030 and the Millennium Development Goals. The NHIES was designed to provide policy decision making with reliable estimates at regional levels as well as to meet rural - urban disaggregation requirements.

Geographic coverage

National Coverage

Analysis unit

Individuals and Households

Universe

Every week of the four weeks period of a survey round all persons in the household were asked if they spent at least 4 nights of the week in the household. Any person who spent at least 4 nights in the household was taken as having spent the whole week in the household. To qualify as a household member a person must have stayed in the household for at least two weeks out of four weeks.

Kind of data

Sample survey data [ssd]

Sampling procedure

The targeted population of NHIES 2009/2010 was the private households of Namibia. The population living in institutions, such as hospitals, hostels, police barracks and prisons were not covered in the survey. However, private households residing within institutional settings were covered. The sample design for the survey was a stratified two-stage probability sample, where the first stage units were geographical areas designated as the Primary Sampling Units (PSUs) and the second stage units were the households. The PSUs were based on the 2001 Census EAs and the list of PSUs serves as the national sample frame. The urban part of the sample frame was updated to include the changes that take place due to rural to urban migration and the new developments in housing. The sample frame is stratified first by region followed by urban and rural areas within region. In urban areas further stratification is carried out by level of living which is based on geographic location and housing characteristics. The first stage units were selected from the sampling frame of PSUs and the second stage units were selected from a current list of households within each selected PSU, which was compiled just before the interviews.

PSUs were selected using probability proportional to size sampling coupled with the systematic sampling procedure where the size measure was the number of households within the PSU in the 2001 Population and Housing Census. The households were selected from the current list of households using systematic sampling procedure.

The sample size was designed to achieve reliable estimates at the region level and for urban and rural areas within each region. However the actual sample sizes in urban or rural areas within some of the regions may not satisfy the expected precision levels for certain characteristics. The final sample consists of 10 660 households in 533 PSUs. The selected PSUs were randomly allocated to the 13 survey rounds.

Sampling deviation

All the expected sample of 533 PSUs was covered. However a number of originally selected PSUs had to be substituted by new ones due to the following reasons.

Urban areas: Movement of people for resettlement in informal settlement areas from one place to another caused a selected PSU to be empty of households.

Rural areas: In addition to Caprivi region (where one constituency is generally flooded every year) Ohangwena and Oshana regions were badly affected from an unusual flood situation. Although this situation was generally addressed by interchanging the PSUs betweensurvey rounds still some PSUs were under water close to the end of the survey period. There were five empty PSUs in the urban areas of Hardap (1), Karas (3) and Omaheke (1) regions. Since these PSUs were found in the low strata within the urban areas of the relevant regions the substituting PSUs were selected from the same strata. The PSUs under water were also five in rural areas of Caprivi (1), Ohangwena (2) and Oshana (2) regions. Wherever possible the substituting PSUs were selected from the same constituency where the original PSU was selected. If not, the selection was carried out from the rural stratum of the particular region. One sampled PSU in urban area of Khomas region (Windhoek city) had grown so large that it had to be split into 7 PSUs. This was incorporated into the geographical information system (GIS) and one PSU out of the seven was selected for the survey. In one PSU in Erongo region only fourteen households were listed and one in Omusati region listed only eleven households. All these households were interviewed and no additional selection was done to cover for the loss in sample.

Mode of data collection

Face-to-face [f2f]

Research instrument

The instruments for data collection were as in the previous survey the questionnaires and manuals. Form I questionnaire collected demographic and socio-economic information of household members, such as: sex, age, education, employment status among others. It also collected information on household possessions like animals, land, housing, household goods, utilities, household income and expenditure, etc.

Form II or the Daily Record Book is a diary for recording daily household transactions. A book was administered to each sample household each week for four consecutive weeks (survey round). Households were asked to record transactions, item by item, for all expenditures and receipts, including incomes and gifts received or given out. Own produce items were also recorded. Prices of items from different outlets were also collected in both rural and urban areas. The price collection was needed to supplement information from areas where price collection for consumer price indices (CPI) does not currently take place.

Cleaning operations

The questionnaires received from the regions were registered and counterchecked at the survey head office. The data processing team consisted of Systems administrator, IT technician, Programmers, Statisticians and Data typists.

Data capturing

The data capturing process was undertakenin the following ways: Form 1 was scanned, interpreted and verified using the “Scan”, “Interpret” & “Verify” modules of the Eyes & Hands software respectively. Some basic checks were carried out to ensure that each PSU was valid and every household was unique. Invalid characters were removed. The scanned and verified data was converted into text files using the “Transfer” module of the Eyes & Hands. Finally, the data was transferred to a SQL database for further processing, using the “TranScan” application. The Daily Record Books (DRB or form 2) were manually entered after the scanned data had been transferred to the SQL database. The reason was to ensure that all DRBs were linked to the correct Form 1, i.e. each household’s Form 1 was linked to the corresponding Daily Record Book. In total, 10 645 questionnaires (Form 1), comprising around 500 questions each, were scanned and close to one million transactions from the Form 2 (DRBs) were manually captured.

Response rate

Household response rate: Total number of responding households and non-responding households and the reason for non-response are shown below. Non-contacts and incomplete forms, which were rejected due to a lot of missing data in the questionnaire, at 3.4 and 4.0 percent, respectively, formed the largest part of non-response. At the regional level Erongo, Khomas, and Kunene reported the lowest response rate and Caprivi and Kavango the highest. See page 17 of the report for a detailed breakdown of response rates by region.

Data appraisal

To be able to compare with the previous survey in 2003/2004 and to follow up the development of the country, methodology and definitions were kept the same. Comparisons between the surveys can be found in the different chapters in this report. Experiences from the previous survey gave valuable input to this one and the data collection was improved to avoid earlier experienced errors. Also, some additional questions in the questionnaire helped to confirm the accuracy of reported data. During the data cleaning process it turned out, that some households had difficulty to separate their household consumption from their business consumption when recording their daily transactions in DRB. This was in particular applicable for the guest farms, the number of which has shown a big increase during the past five years. All households with extreme high consumption were examined manually and business transactions were recorded and separated from private consumption.

Annual Household income per capita and population share by socioeconomic status*.

Abstract

The Household Income, Expenditure and Consumption Survey (HIECS) is of great importance among other household surveys conducted by statistical agencies in various countries around the world. This survey provides a large amount of data to rely on in measuring the living standards of households and individuals, as well as establishing databases that serve in measuring poverty, designing social assistance programs, and providing necessary weights to compile consumer price indices, considered to be an important indicator to assess inflation. The first survey that covered all the country governorates was carried out in 1958/1959 followed by a long series of similar surveys. The current survey, HIECS 2012/2013, is the eleventh in this long series. Starting 2008/2009, Household Income, Expenditure and Consumption Surveys were conducted each two years instead of five years. This would enable better tracking of the rapid changes in the level of the living standards of the Egyptian households. CAPMAS started in 2010/2011 to follow a panel sample of around 40% of the total household sample size. The current survey is the second one to follow a panel sample. This procedure will provide the necessary data to extract accurate indicators on the status of the society. The CAPMAS also is pleased to disseminate the results of this survey to policy makers, researchers and scholarly to help in policy making and conducting development related researches and studies The survey main objectives are: - To identify expenditure levels and patterns of population as well as socio- economic and demographic differentials. - To measure average household and per-capita expenditure for various expenditure items along with socio-economic correlates. - To Measure the change in living standards and expenditure patterns and behavior for the individuals and households in the panel sample, previously surveyed in 2008/2009, for the first time during 12 months representing the survey period. - To define percentage distribution of expenditure for various items used in compiling consumer price indices which is considered important indicator for measuring inflation. - To estimate the quantities, values of commodities and services consumed by households during the survey period to determine the levels of consumption and estimate the current demand which is important to predict future demands. - To define average household and per-capita income from different sources. - To provide data necessary to measure standard of living for households and individuals. Poverty analysis and setting up a basis for social welfare assistance are highly dependent on the results of this survey. - To provide essential data to measure elasticity which reflects the percentage change in expenditure for various commodity and service groups against the percentage change in total expenditure for the purpose of predicting the levels of expenditure and consumption for different commodity and service items in urban and rural areas. - To provide data essential for comparing change in expenditure against change in income to measure income elasticity of expenditure. - To study the relationships between demographic, geographical, housing characteristics of households and their income. - To provide data necessary for national accounts especially in compiling inputs and outputs tables. - To identify consumers behavior changes among socio-economic groups in urban and rural areas. - To identify per capita food consumption and its main components of calories, proteins and fats according to its nutrition components and the levels of expenditure in both urban and rural areas. - To identify the value of expenditure for food according to its sources, either from household production or not, in addition to household expenditure for non-food commodities and services. - To identify distribution of households according to the possession of some appliances and equipments such as (cars, satellites, mobiles ,…etc) in urban and rural areas that enables measuring household wealth index. - To identify the percentage distribution of income earners according to some background variables such as housing conditions, size of household and characteristics of head of household. - To provide a time series of the most important data related to dominant standard of living from economic and social perspective. This will enable conducting comparisons based on the results of these time series. In addition to, the possibility of performing geographical comparisons.

Compared to previous surveys, the current survey experienced certain peculiarities, among which : 1) The total sample of the current survey (24.9 thousand households) is divided into two sections: a -A new sample of 16.1 thousand households. This sample was used to study the geographic differences between urban governorates, urban and rural areas, and frontier governorates as well as other discrepancies related to households characteristics and household size, head of the household's education status, etc.
b -A panel sample of 2008/2009 survey data of around 8.8 thousand households were selected to accurately study the changes that may have occurred in the households' living standards over the period between the two surveys and over time in the future since CAPMAS will continue to collect panel data for HIECS in the coming years.

2) Some additional questions that showed to be important based on previous surveys results, were added to the survey questionnaire, such as: a - The extent of health services provided to monitor the level of services available in the Egyptian society. By collecting information on the in-kind transfers, the household received during the year; in order to monitor the assistance the household received from different sources government, association,..etc. b - Identifying the main outlet of fabrics, clothes and footwear to determine the level of living standards of the household.

3) Quality control procedures especially for fieldwork are increased, to ensure data accuracy and avoid any errors in suitable time, as well as taking all the necessary measures to guarantee that mistakes are not repeated, with the application of the principle of reward and punishment.

Geographic coverage

National coverage, covering a sample of urban and rural areas in all the governorates.

Analysis unit

• Household/family
• Individual/person

Universe

The survey covered a national sample of households and all individuals permanently residing in surveyed households.

Kind of data

Sample survey data [ssd]

Sampling procedure

The sample of HIECS 2012/2013 is a self-weighted two-stage stratified cluster sample, of around 24.9 households. The main elements of the sampling design are described in the following:

Sample Size The sample has been proportionally distributed on the governorate level between urban and rural areas, in order to make the sample representative even for small governorates. Thus, a sample of about 24863 households has been considered, and was distributed between urban and rural with the percentages of 45.4 % and 54.6, respectively. This sample is divided into two parts: a) A new sample of 16094 households selected from main enumeration areas. b) A panel sample of 8769 households (selected from HIECS 2010/2011 and the preceding survey in 2008/2009).

Cluster Size The cluster size in the previous survey has been decreased compared to older surveys since large cluster sizes previously used were found to be too large to yield accepted design effect estimates (DEFT). As a result, it has been decided to use a cluster size of only 8 households (In HIECS 2011/2012 a cluster size of 16 households was used). While the cluster size for the panel sample was 4 households.

Core Sample The core sample is the master sample of any household sample required to be pulled for the purpose of studying the properties of individuals and families. It is a large sample and distributed on urban and rural areas of all governorates. It is a representative sample for the individual characteristics of the Egyptian society. This sample was implemented in January 2012 and its size reached more than 1 million household (1004800 household) selected from 5024 enumeration areas distributed on all governorates (urban/rural) proportionally with the sample size (the enumeration area size is around 200 households). The core sample is the sampling frame from which the samples for the surveys conducted by CAPMAS are pulled, such as the Labor Force Surveys, Income, Expenditure And Consumption Survey, Household Urban Migration Survey, ...etc, in addition to other samples that may be required for outsources.

New Households Sample: 1000 sample areas were selected across all governorates (urban/rural) using a proportional technique with the sample size. The number required for each governorate (urban/rural) was selected from the enumeration areas of the core sample using a systematic sampling technique.A more detailed description of the different sampling stages and allocation of sample across governorates is provided in the Methodology document available among external resources in Arabic.

Sampling deviation

Given the sample design, these weights will vary to some extent for the over-sampled governorates compared with the others. It is also important to calculate measures of sampling variability for key survey estimates.

Mode of data collection

Face-to-face [f2f]

Research instrument

Three different questionnaires have been designed as following: 1) Expenditure and Consumption Questionnaire. 2) Diary Questionnaire (Assisting questionnaire).

Abstract

The main purpose of the Household Income Expenditure Survey (HIES) 2016 was to offer high quality and nationwide representative household data that provided information on incomes and expenditure in order to update the Consumer Price Index (CPI), improve National Accounts statistics, provide agricultural data and measure poverty as well as other socio-economic indicators. These statistics were urgently required for evidence-based policy making and monitoring of implementation results supported by the Poverty Reduction Strategy (I & II), the AfT and the Liberia National Vision 2030. The survey was implemented by the Liberia Institute of Statistics and Geo-Information Services (LISGIS) over a 12-month period, starting from January 2016 and was completed in January 2017. LISGIS completed a total of 8,350 interviews, thus providing sufficient observations to make the data statistically significant at the county level. The data captured the effects of seasonality, making it the first of its kind in Liberia. Support for the survey was offered by the Government of Liberia, the World Bank, the European Union, the Swedish International Development Corporation Agency, the United States Agency for International Development and the African Development Bank. The objectives of the 2016 HIES were:

1. Update the Consumer Price Index (CPI): To obtain a new set of weights for the basket of goods and services that upgrade the Monrovia Consumer Price Index (MCPI) and the National Consumer Price Index (NCPI) and to revise the CPI basket of goods and services in Liberia to reflect the current consumption pattern of residence.
2. Improve National Accounts Statistics: To get information on annual household expenditure patterns in order to update the household component of the National Accounts.
3. Measure Poverty: To prepare robust poverty indices that enable the understanding of poverty dynamics across the country and of the factors influencing them.
4. Improve Agricultural Statistics: To obtain nationally representative and policy relevant agricultural statistics in order to undertake in-depth analysis of agricultural households.
5. Capture Socio-economic Impact of Ebola Virus Disease (EVD): To obtain a post-EVD dataset which allows for an in-depth analysis of the socioeconomic impact of EVD on households.
6. Benchmark Agenda for Transformation Indicators: To provide an update on selected socioeconomic indicators used to benchmark the government’s policies embedded within the Agenda for Transformation.
7. Develop Statistical Capacity: Emphasize capacity building and development of sustainable statistical systems through every stage of the project to produce accurate and timely information about Liberia.

Geographic coverage

National

Analysis unit

• Households
• Individuals

Kind of data

Sample survey data [ssd]

Sampling procedure

The original sample design for the HIES exploited two-phased clustered sampling methods, encompassing a nationally representative sample of households in every quarter and was obtained using the 2008 National Housing and Population Census sampling frame. The procedures used for each sampling stage are as follows:
i. First stage
Selection of sample EAs. The sample EAs for the 2016 HIES were selected within each stratum systematically with Probability Proportional to Size from the ordered list of EAs in the sampling frame. They are selected separately for each county by urban/rural stratum. The measure of size for each EA was based on the number of households from the sampling frame of EAs based on the 2008 Liberia Census. Within each stratum the EAs were ordered geographically by district, clan and EA codes. This provided implicit geographic stratification of the sampling frame.

ii. Second stage
Selection of sample households within a sample EA. A random systematic sample of 10 households were selected from the listing for each sample EA. Using this type of table, the supervisor only has to look up the total number of households listed, and a specific systematic sample of households is identified in the corresponding row of the table.

Mode of data collection

Face-to-face [f2f]

Research instrument

There were three questionnaires administered for this survey: 1. Household and Individual Questionnaire 2. Market Price Questionnaire 3. Agricultural Recall Questionnaire

Cleaning operations

The data entry clerk for each team, using data entry software called CSPro, entered data for each household in the field. For each household, an error report was generated on-site, which identified key problems with the data collected (outliers, incorrect entries, inconsistencies with skip patterns, basic filters for age and gender specific questions etc.). The Supervisor along with the Data Entry Clerk and the Enumerator that collected the data reviewed these errors. Callbacks were made to households if necessary to verify information and rectify the errors while in that EA.

Once the data were collected in each EA, they were sent to LISGIS headquarters for further processing along with EA reports for each area visited. The HIES Technical committee converted the data into STATA and ran several consistency checks to manage overall data quality and prepared reports to identify key problems with the data set and called the field teams to update them about the same. Monthly reports were prepared by summarizing observations from data received from the field alongside statistics on data collection status to share with the field teams and LISGIS Management.

Abstract

The Household Income and Expenditure Survey (NHIES) 2009 was a survey collecting data on income, consumption and expenditure patterns of households, in accordance with methodological principles of statistical enquiries, which were linked to demographic and socio-economic characteristics of households. A Household Income and expenditure Survey was the sole source of information on expenditure, consumption and income patterns of households, which was used to calculate poverty and income distribution indicators. It also served as a statistical infrastructure for the compilation of the national basket of goods used to measure changes in price levels. It was also used for updating the national accounts.

The main objective of the NHIES 2009-2010 was to comprehensively describe the levels of living of Namibians using actual patterns of consumption and income, as well as a range of other socio-economic indicators based on collected data. This survey was designed to inform policy making at the international, national and regional levels within the context of the Fourth National Development Plan, in support of monitoring and evaluation of Vision 2030 and the Millennium Development Goals (MDG's). The NHIES was designed to provide policy decision making with reliable estimates at regional levels as well as to meet rural - urban disaggregation requirements.

Geographic coverage

National

Analysis unit

• Individuals
• Households

Universe

Every week of the four weeks period of a survey round all persons in the household were asked if they spent at least 4 nights of the week in the household. Any person who spent at least 4 nights in the household was taken as having spent the whole week in the household. To qualify as a household member a person must have stayed in the household for at least two weeks out of four weeks.

Kind of data

Sample survey data [ssd]

Sampling procedure

The targeted population of NHIES 2009-2010 was the private households of Namibia. The population living in institutions, such as hospitals, hostels, police barracks and prisons were not covered in the survey. However, private households residing within institutional settings were covered. The sample design for the survey was a stratified two-stage probability sample, where the first stage units were geographical areas designated as the Primary Sampling Units (PSUs) and the second stage units were the households. The PSUs were based on the 2001 Census EAs and the list of PSUs serves as the national sample frame. The urban part of the sample frame was updated to include the changes that take place due to rural to urban migration and the new developments in housing. The sample frame is stratified first by region followed by urban and rural areas within region. In urban areas, further stratification is carried out by level of living which is based on geographic location and housing characteristics. The first stage units were selected from the sampling frame of PSUs and the second stage units were selected from a current list of households within each selected PSU, which was compiled just before the interviews.

PSUs were selected using probability proportional to size sampling coupled with the systematic sampling procedure where the size measure was the number of households within the PSU in the 2001 Population and Housing Census (PHC). The households were selected from the current list of households using systematic sampling procedure.

The sample size was designed to achieve reliable estimates at the region level and for urban and rural areas within each region. However, the actual sample sizes in urban or rural areas within some of the regions may not satisfy the expected precision levels for certain characteristics. The final sample consists of 10 660 households in 533 PSUs. The selected PSUs were randomly allocated to the 13 survey rounds.

Sampling deviation

All the expected sample of 533 PSUs was covered. However, a number of originally selected PSUs had to be substituted by new ones due to the following reasons.

Urban areas: Movement of people for resettlement in informal settlement areas from one place to another caused a selected PSU to be empty of households.

Rural areas: In addition to Caprivi region (where one constituency is generally flooded every year) Ohangwena and Oshana regions were badly affected from an unusual flood situation. Although this situation was generally addressed by interchanging the PSUs between survey rounds still some PSUs were under water close to the end of the survey period.

There were five empty PSUs in the urban areas of Hardap (1), Karas (3) and Omaheke (1) regions. Since these PSUs were found in the low strata within the urban areas of the relevant regions the substituting PSUs were selected from the same strata. The PSUs under water were also five in rural areas of Caprivi (1), Ohangwena (2) and Oshana (2) regions. Wherever possible the substituting PSUs were selected from the same constituency where the original PSU was selected. If not, the selection was carried out from the rural stratum of the particular region.

One sampled PSU in urban area of Khomas region (Windhoek city) had grown so large that it had to be split into 7 PSUs. This was incorporated into the geographical information system (GIS) and one PSU out of the seven was selected for the survey. In one PSU in Erongo region only fourteen households were listed and one in Omusati region listed only eleven households. All these households were interviewed and no additional selection was done to cover for the loss in sample.

Mode of data collection

Face-to-face [f2f]

Research instrument

The instruments for data collection were as in the previous survey the questionnaires and manuals. Form I questionnaire collected demographic and socio-economic information of household members, such as: sex, age, education, employment status among others. It also collected information on household possessions like animals, land, housing, household goods, utilities, household income and expenditure, etc.

Form II or the Daily Record Book is a diary for recording daily household transactions. A book was administered to each sample household each week for four consecutive weeks (survey round). Households were asked to record transactions, item by item, for all expenditures and receipts, including incomes and gifts received or given out. Own produce items were also recorded. Prices of items from different outlets were also collected in both rural and urban areas. The price collection was needed to supplement information from areas where price collection for consumer price indices (CPI) does not currently take place.

Cleaning operations

The data capturing process was undertaken in the following ways: Form 1 was scanned, interpreted and verified using the “Scan”, “Interpret” & “Verify” modules of the Eyes & Hands software respectively. Some basic checks were carried out to ensure that each PSU was valid and every household was unique. Invalid characters were removed. The scanned and verified data was converted into text files using the “Transfer” module of the Eyes & Hands. Finally, the data was transferred to a SQL database for further processing, using the “TranScan” application. The Daily Record Books (DRB or form 2) were manually entered after the scanned data had been transferred to the SQL database. The reason was to ensure that all DRBs were linked to the correct Form 1, i.e. each household's Form 1 was linked to the corresponding Daily Record Book. In total, 10 645 questionnaires (Form 1), comprising around 500 questions each, were scanned and close to one million transactions from the Form 2 (DRBs) were manually captured.

Response rate

Household response rate: Total number of responding households and non-responding households and the reason for non-response are shown below. Non-contacts and incomplete forms, which were rejected due to a lot of missing data in the questionnaire, at 3.4 and 4.0 percent, respectively, formed the largest part of non-response. At the regional level Erongo, Khomas, and Kunene reported the lowest response rate and Caprivi and Kavango the highest.

Data appraisal

To be able to compare with the previous survey in 2003/2004 and to follow up the development of the country, methodology and definitions were kept the same. Comparisons between the surveys can be found in the different chapters in this report. Experiences from the previous survey gave valuable input to this one and the data collection was improved to avoid earlier experienced errors. Also, some additional questions in the questionnaire helped to confirm the accuracy of reported data. During the data cleaning process it turned out, that some households had difficulty to separate their household consumption from their business consumption when recording their daily transactions in DRB. This was in particular applicable for the guest farms, the number of which has shown a big increase during the past five years. All households with extreme high consumption were examined manually and business transactions were recorded and separated from private consumption.

The 2015 American Housing Survey marks the first release of a newly integrated national sample and independent metropolitan area samples. The 2015 release features many variable name revisions, as well as the integration of an AHS Codebook Interactive Tool available on the U.S. Census Bureau We site. This data collection provides information on the characteristics of a national sample of housing units in 2015, including apartments, single-family homes, mobile homes, and vacant housing units. Data from the 15 largest metropolitan areas in the United States are included in the national sample survey (the AHS 2015 Metropolitan Data are also available as ICPSR 36805). The data are presented in three separate parts: Part 1, Household Record (Main Record), Part 2, Person Record, and Part 3, Project Record. Household Record data includes questions about household occupancy and tenure, household exterior and interior structural features, household equipment and appliances, housing problems, housing costs, home improvement, neighborhood features, recent moving information, income, and basic demographic information. The household record data also features four rotating topical modules: Arts and Culture, Food Security, Housing Counseling, and Healthy Homes. Person Record data includes questions about personal disabilities, income, and basic demographic information. Finally, the Project Record data includes questions about home improvement projects. Specific questions were asked about the types of projects, costs, funding sources, and year of completion.

Abstract

The survey was conducted during December 2006, following an initial mini census listing exercise which was conducted about two months earlier in late September 2006. The objectives of the HIES were as follows: a) Provide information on income and expenditure distribution within the population; b) Provide income estimates of the household sector for the national accounts; c) Provide data for the re-base on the consumer price index; d) Provide data for the analysis of poverty and hardship.

Geographic coverage

National coverage: whole island was covered for the survey.

Analysis unit

• Household;
• Individual.

Universe

The survey covered all private households on the island of Nauru. When the survey was in the field, interviewers were further required to reduce the scope by removing those households which had not been residing in Nauru for the last 12 months and did not intend to stay in Nauru for the next 12 months. Persons living in special dwellings (Hospital, Prison, etc) were not included in the survey.

Kind of data

Sample survey data [ssd]

Sampling procedure

The sample size adopted for the survey was 500 households which allowed for expected sample loss, whilst still maintaining a suitable responding sample for the analysis.

Before the sample was selected, the population was stratified by constituency in order to assist with the logistical issues associated with the fieldwork. There were eight constituencies in total, along with "Location" which stretches across the districts of Denigamodu and Aiwo, forming nine strata in total. Although constituency level analysis was not a priority for the survey, sample sizes within each stratum were kept to a minimum of 40 households, to enable some basic forms of analysis at this level if required.

The sample selection procedure within each stratum was then to sort each household on the frame by household size (number of people), and then run a systematic skip through the list in order to achieve the desirable sample size.

Sampling deviation

No deviations from the sample design took place.

Mode of data collection

Face-to-face [f2f]

Research instrument

The survey schedules adopted for the Household Income and Expenditure Survey (HIES) included the following: · Expenditure questionnaire; · Income questionnaire; · Miscellaneous questionnaire; · Diary (x2).

Whilst a Household Control Form collecting basic demographics is also normally included with the survey, this wasn't required for this HIES as this activity took place for all households in the mini census.

Information collected in the four schedules covered the following: -Expenditure questionnaire: Covers basic details about the dwelling structure and its access to things like water and sanitation. It was also used as the vehicle to collect expenditure on major and infrequent expenditures incurred by the household. -Income questionnaire: Covers each of the main types of household income generated by the household such as wages and salaries, business income and income from subsistence activities. -Miscellaneous questionnaire: Covers topics relating to health access, labour force status and education. -Diary: Covers all day to day expenditures incurred by the household, consumption of items produced by the household such as fish and crops, and gifts both received and given by the household.

All questionnaires are provided as External Resources.

Cleaning operations

There were 3 phases to the editing process for the 2006 Household Income and Expenditure Survey (HIES) of Nauru which included: 1. Data Verification operations; 2. Data Editing operations; 3. Data Auditing operations.

The software used for data editting is CSPro 3.0. After each batch is completed the supervisor should check that all person details have been entered from the household listing form (HCF) and should review the income and expenditure questionnaires for each batch ensuring that all items have been entered correctly. Any omitted or incorrect items should be entered into the system. The supervisor is required to perform outlier checks (large or small values) on the batched diary data by calculating unit price (amount/quantity) and comparing prices for each item. This is to be conducted by loading the data into Excel files and sorting data by unit price for each item. Any changes to prices or quantities will be made on the batch file.

For more information on what each phase entailed go the document HIES Processing Instructions attached to this documentation.

Response rate

The survey response rates were a lot lower than expected, especially in some districts. The district of Aiwo, Uaboe and Denigomodu had the lowest response rates with 16.7%, 20.0% and 34.8% respectively. The area of Location was also extremely low with a responses rate of 32.2%. On a more positive note, the districts of Yaren, Ewa, Anabar, Ijuw and Anibare all had response rates at 80.0% or better.

The major contributing factor to the low response rates were households refusing to take part in the survey. The figures for responding above only include fully responding households, and given there were many partial responses, this also brought the values down. The other significant contributing factor to the low response rates was the interviewers not being able to make contact with the household during the survey period.

Unfortunately, not only do low response rates often increase the sampling error of the survey estimates, because the final sample is smaller, it will also introduce response bias into the final estimates. Response bias takes place when the households responding to the survey possess different characteristics to the households not responding, thus generating different results to what would have been achieved if all selected households responded. It is extremely difficult to measure the impact of the non-response bias, as little information is generally known about the non-responding households in the survey. For the Nauru 2006 HIES however, it was noted during the fieldwork that a higher proportion of the Chinese population residing in Nauru were more likely to not respond. Given it is expected their income and expenditure patterns would differ from the rest of the population, this would contribute to the magnitude of the bias.

Below is the list of all response rates by district: -Yaren: 80.5% -Boe: 70% -Aiwo: 16.7% -Buada: 62.5% -Denigomodu: 34.8% -Nibok: 68.4% -Uaboe: 20% -Baitsi: 47.8% -Ewa: 80% -Anetan: 76.5% -Anabar: 81.8% -Ijuw: 85.7% -Anibare: 80% -Meneng: 64.3% -Location: 32.2% -TOTAL: 54.4%

Sampling error estimates

To determine the impact of sampling error on the survey results, relative standard errors (RSEs) for key estimates were produced. When interpreting these results, one must remember that these figures don't include any of the non-sampling errors discussed in other sections of this documentation

To also provide a rough guide on how to interpret the RSEs provided in the main report, the following information can be used:

Category  Description
RSE < 5%  Estimate can be regarded as very reliable
5% < RSE < 10% Estimate can be regarded as good and usable
10% < RSE < 25% Estimate can be considered usable, with caution
RSE > 25%  Estimate should only be used with extreme caution

The actual RSEs for the key estimates can be found in Section 4.1 of the main report

As can be seen from these tables, the estimates for Total Income and Total Expenditure from the Household Income and Expenditure Survey (HIES) can be considered to be very good, from a sampling error perspective. The same can also be said for the Wage and Salary estimate in income and the Food estimate in expenditure, which make up a high proportion of each respective group.

Many of the other estimates should be used with caution, depending on the magnitude of their RSE. Some of these high RSEs are to be expected, due to the expected degree of variability for how households would report for these items. For example, with Business Income (RSE 56.8%), most households would report no business income as no household members undertook this activity, whereas other households would report large business incomes as it's their main source of income.

Data appraisal

Other than the non-response issues discussed in this documentation, other quality issues were identified which included: 1) Reporting errors Some of the different aspects contributing to the reporting errors generated from the survey, with some examples/explanations for each, include the following:

a) Misinterpretation of survey questions: A common mistake which takes place when conducting a survey is that the person responding to the questionnaire may interpret a question differently to the interviewer, who in turn may have interpreted the question differently to the people who designed the questionnaire. Some examples of this for a Household Income and Expenditure Survey (HIES) can include people providing answers in dollars and cents, instead of just dollars, or the reference/recall period for an “income” or “expenditure” is misunderstood. These errors can often see reported amounts out by a factor of 10 or even 100, which can have major impacts on final results.

b) Recall problems for the questionnaire information: The majority of questions in both of the income and expenditure questionnaires require the respondent to recall what took place over a 12 month period. As would be expected, people will often forget what took place up to 12 months ago so some

Abstract

The purpose of the HIES survey is to obtain information on the income, consumption pattern, incidence of poverty, and saving propensities for different groups of people in Nauru. This information will be used to guide policy makers in framing socio-economic developmental policies and in initiating financial measures for improving economic conditions of the people.

Some more specific outputs from the survey are listed below: a) To obtain expenditure weights and other useful data for the revision of the consumer price index; b) To supplement the data available for use in compiling official estimates of household accounts in the systems of national accounts; c) To supply basic data needed for policy making in connection with social and economic planning; d) To provide data for assessing the impact on household living conditions of existing or proposed economic and social measures, particularly changes in the structure of household expenditures and in household consumption; e) To gather information on poverty lines and incidence of poverty throughout Nauru.

Geographic coverage

National

Analysis unit

• Household
• Person
• Expenditure Commodity

Universe

The survey covered all private households on the island of Nauru. When the survey was in the field, interviewers were further required to reduce the scope by removing those households which had not been residing in Nauru for the last 12 months and did not intend to stay in Nauru for the next 12 months.

Persons living in special dwellings (Hospital, Prison, etc) were not included in the survey.

Kind of data

Sample survey data [ssd]

Sampling procedure

The sample size adopted for the survey was 500 households which allowed for expected sample loss, whilst still maintaining a suitable responding sample for the analysis.

Before the sample was selected, the population was stratified by constituency in order to assist with the logistical issues associated with the fieldwork. There were eight constituencies in total, along with "Location" which stretches across the districts of Denigamodu and Aiwo, forming nine strata in total. Although constituency level analysis was not a priority for the survey, sample sizes within each stratum were kept to a minimum of 40 households, to enable some basic forms of analysis at this level if required.

The sample selection procedure within each stratum was then to sort each household on the frame by household size (number of people), and then run a systematic skip through the list in order to achieve the desirable sample size.

Sampling deviation

No deviations from the sample design took place.

Mode of data collection

Face-to-face [f2f] for questionnaires, self-enumeration for the diaries

Research instrument

The survey schedules adopted for the HIES included the following: · Expenditure questionnaire · Income questionnaire · Miscellaneous questionnaire · Diary (x2)

Whilst a Household Control Form collecting basic demographics is also normally included with the survey, this wasn't required for this HIES as this activity took place for all households in the mini census.

Information collected in the four schedules covered the following:

Expenditure questionnaire: Covers basic details about the dwelling structure and its access to things like water and sanitation. It was also used as the vehicle to collect expenditure on major and infrequent expenditures incurred by the household.

Income questionnaire: Covers each of the main types of household income generated by the household such as wages and salaries, business income and income from subsistence activities.

Miscellaneous questionnaire: Covers topics relating to health access, labour force status and education.

Diary: Covers all day to day expenditures incurred by the household, consumption of items produced by the household such as fish and crops, and gifts both received and given by the household.

Cleaning operations

There were 3 phases to the editing process for the 2006 Nauru HIES which included: 1. Data Verification operations 2. Data Editing operations 3. Data Auditing operations

For more information on what each phase entailed go the document HIES Processing Instructions attached to this documentation.

Response rate

The survey response rates were a lot lower than expected, especially in some districts. The district of Aiwo, Uaboe and Denigomodu had the lowest response rates with 16.7%, 20.0% and 34.8% respectively. The area of Location was also extremely low with a responses rate of 32.2%. On a more positive note, the districts of Yaren, Ewa, Anabar, Ijuw and Anibare all had response rates at 80.0% or better.

The major contributing factor to the low response rates were households refusing to take part in the survey. The figures for responding above only include fully responding households, and given there were many partial responses, this also brought the values down. The other significant contributing factor to the low response rates was the interviewers not being able to make contact with the household during the survey period.

Unfortunately, not only do low response rates often increase the sampling error of the survey estimates, because the final sample is smaller, it will also introduce response bias into the final estimates. Response bias takes place when the households responding to the survey possess different characteristics to the households not responding, thus generating different results to what would have been achieved if all selected households responded. It is extremely difficult to measure the impact of the non-response bias, as little information is generally known about the non-responding households in the survey. For the Nauru 2006 HIES however, it was noted during the fieldwork that a higher proportion of the Chinese population residing in Nauru were more likely to not respond. Given it is expected their income and expenditure patterns would differ from the rest of the population, this would contribute to the magnitude of the bias.

Sampling error estimates

To determine the impact of sampling error on the survey results, relative standard errors (RSEs) for key estimates were produced. When interpreting these results, one must remember that these figures don't include any of the non-sampling errors discussed in other sections of this documentation

To also provide a rough guide on how to interpret the RSEs provided in the main report, the following information can be used:

Category  Description
RSE < 5%  Estimate can be regarded as very reliable
5% < RSE < 10% Estimate can be regarded as good and usable
10% < RSE < 25% Estimate can be considered usable, with caution
RSE > 25%  Estimate should only be used with extreme caution

The actual RSEs for the key estimates can be found in Section 4.1 of the main report

As can be seen from these tables, the estimates for Total Income and Total Expenditure from the HIES can be considered to be very good, from a sampling error perspective. The same can also be said for the Wage and Salary estimate in income and the Food estimate in expenditure, which make up a high proportion of each respective group.

Many of the other estimates should be used with caution, depending on the magnitude of their RSE. Some of these high RSEs are to be expected, due to the expected degree of variability for how households would report for these items. For example, with Business Income (RSE 56.8%), most households would report no business income as no household members undertook this activity, whereas other households would report large business incomes as it's their main source of income.

Data appraisal

Other than the non-response issues discussed in this documentation, other quality issues were identified which included: 1) Reporting errors Some of the different aspects contributing to the reporting errors generated from the survey, with some examples/explanations for each, include the following:

a) Misinterpretation of survey questions: A common mistake which takes place when conducting a survey is that the person responding to the questionnaire may interpret a question differently to the interviewer, who in turn may have interpreted the question differently to the people who designed the questionnaire. Some examples of this for a HIES can include people providing answers in dollars and cents, instead of just dollars, or the reference/recall period for an “income” or “expenditure” is misunderstood. These errors can often see reported amounts out by a factor of 10 or even 100, which can have major impacts on final results.

b) Recall problems for the questionnaire information: The majority of questions in both of the income and expenditure questionnaires require the respondent to recall what took place over a 12 month period. As would be expected, people will often forget what took place up to 12 months ago so some information will be forgotten.

c) Intentional under-reporting for some items: For whatever reasons, a household may still participate in a survey but not be willing to provide accurate responses for some questions. Examples for a HIES include people not fully disclosing their total income, and intentionally under-reporting expenditures on items such as alcohol and tobacco.

d) Accidental under-reporting in the household diaries: Although the two diaries are left with the household for a period of two weeks, it is easy for the household to forget to enter all expenditures throughout this period - this problem most likely increases as the two

This data collection, focusing on the welfare and public support system, contains information from the SURVEY OF INCOME AND EDUCATION, 1976 (ICPSR 7634), conducted during the months of April through July of 1976 by the Department of Health, Education, and Welfare. The survey served as a supplement to the yearly Current Population Survey and was conducted to obtain reliable state-by-state data on the numbers of children in local areas with family incomes below the federal poverty level. The information was used to facilitate Title 1 of the Elementary and Secondary Education Act by the Department of Health, Education, and Welfare. The survey includes questions used in the Current Population Survey and also contains additional exclusive questions covering school enrollment, disability, health insurance, bilingualism, food stamp recipiency, assets, and housing costs. The National Chicano Research Network created this extract by including only those cases for people who received either of the following types of support: food stamps in 1975 or 1976, public housing, government rent subsidy, railroad retirement, United States government SSI, aid to families with dependent children, other public assistance, Medicaid, veteran's assistance, neighborhood health center, free or low-cost clinic, other public source, or any public assistance or welfare the previous month. The 110 variables used from SURVEY OF INCOME AND EDUCATION, 1976: RECTANGULAR FILE (ICPSR 7919) were mostly demographic, income-related, and employment-related variables. The data were provided by the National Chicano Research Network, which was located at the Survey Research Center of the Institute for Social Research, University of Michigan.

This data collection is part of a longitudinal survey designed to provide detailed information on the economic situation of households and persons in the United States. These data examine the distribution of income, wealth, and poverty in American society and gauge the effects of federal and state programs on the well-being of families and individuals. There are three basic elements contained in the survey. The first is a control card that records basic social and demographic characteristics for each person in a household, as well as changes in such characteristics over the course of the interviewing period. The second element is the core portion of the questionnaire, with questions repeated at each interview on labor force activity, types and amounts of income, participation in various cash and noncash benefit programs, attendance in postsecondary schools, private health insurance coverage, public or subsidized rental housing, low-income energy assistance, and school breakfast and lunch participation. The third element consists of topical modules, which are series of supplemental questions asked during selected household visits. Topical modules were not created for the first or second waves of the 1985 panel. The topical module for Wave III contains information on assets and liabilities. Included are questions on loans, IRAs, medical bills, other debts, checking accounts, and savings bonds, as well as questions related to mortgages, royalties, and other investments, real estate property and vehicles, rental income, self-employment, and stocks and mutual fund shares. The Wave IV topical module contains information on fertility history, household relationships, marital history, migration history, support for non-household members, and work-related expenses. The topical module for Wave VI includes data on child care arrangements, child support agreements, support for non-household members, job offers, health status and utilization of health care services, long-term care, and disability status of children. Wave VII topical module contains information on assets and liabilities. Included are questions on pension plan coverage, lump sum distributions from pension plans, characteristics of job from which retired, and characteristics of home financing arrangements. Frequencies for each wave are also provided. Parts 27 and 28 of this study are the unedited research files for Wave V and Wave VIII Topical Modules, obtained from the Census Bureau. These files include data on annual income, retirement accounts, taxes, school enrollment, and financing. These two topical module files have not been edited nor imputed, although they have been topcoded or bottomcoded and recoded if necessary by the Census Bureau to avoid disclosure of individual respondents' identities. (Source: downloaded from ICPSR 7/13/10)

Abstract

THE CLEANED AND HARMONIZED VERSION OF THE SURVEY DATA PRODUCED AND PUBLISHED BY THE ECONOMIC RESEARCH FORUM REPRESENTS 50% OF THE ORIGINAL SURVEY DATA COLLECTED BY THE CENTRAL AGENCY FOR PUBLIC MOBILIZATION AND STATISTICS (CAPMAS)

The Central Agency for Public Mobilization And Statistics (CAPMAS) is responsible for Implementation of statistics and data collection of various kinds, specializations, levels and performs many of the general censuses and economic surveys. One of the key aims of CAPMAS is to complete unified and comprehensive statistical work to keep up with all developments in various aspects of life and unifying standards, concepts and definitions of statistical terms, development of comprehensive information system as a tool for planning and development in all fields

The Household Income, Expenditure and Consumption Survey (HIECS) is one important source to rely on for economic, social and demographic indicators, that are conducted every few years.

The HIECS 1999/2000 is the seventh Household Income, Expenditure and Consumption Survey that was carried out in 1999/2000, among a long series of similar surveys that started back in 1955.

The survey main objectives are: - To estimate the quantities, values of commodities and services consumed by households during the survey period to estimate the current demand and determine the levels of consumption for commodities and services essential for national planning. - To measure mean household and per-capita expenditure on different goods and services in urban and rural areas. - To define mean household and per-capita income. - To define percentage distribution of expenditure for various expenditure items used in compiling consumer price indices for different expenditure levels on urban and rural levels. - To provide essential data to measure elasticity which reflects the percentage change in expenditure for various commodity and service groups against the percentage change in total expenditure for the purpose of predicting the levels of expenditure and consumption for different commodity and service items in urban and rural areas and different levels of total expenditure. - To provide data essential for comparing change in expenditure against change in income to measure income elasticity of expenditure. - To study the relationships between demographic, geographical, housing characteristics of households and their income and expenditure for commodities and services, in urban and rural areas. - To provide data necessary for national accounts especially in compiling inputs and outputs tables, and commodity balances. - To provide updated data on Income, Expenditure and Consumption estimates in 1999/2000 to serve planners, investors and researchers. - To identify expenditure levels and patterns of population and consumers behavior in urban and rural areas. - To identify per capita food consumption and its main components of calories, proteins and fats according to its sources and the levels of expenditure in both urban and rural areas. - To identify the value of expenditure for food according to sources, either from household production or not, in addition to household expenditure for non food commodities and services. - To identify distribution of households according to the possession of some appliances and equipments such as (cars, satellites, mobiles ...) in urban and rural areas. - To identify the distribution of households according to the number of members, compared to the number of rooms occupied by the household. - To provide the distribution of households by income categories, income sources and number of income earners. - To provide the distribution of number of waged workers in the household by their income range, economic activity, sector and main occupation.

A committee consisting of Experts of the Central Agency for Public Mobilization and Statistics, Experts of the Ministry of Planning, Experts from NIB and Egyptian university professors, has been formed based on the decree number (28) for the year 1998 of the Minister of State for Planning and International Cooperation, to study and prepare Expenditure and Consumption Estimates Survey in the Arab Republic of Egypt and follow up on the implementation of the research procedures.

A timetable has been prepared for the implementation of every stage of this survey, which started in 01/04/1999. It was taken into account in this timetable the coordination between the work phases, so that these stages were conducted in parallel, where the coding and office audit would start immediately upon completion of the monthly data collection phase. Data for which forms are completed, coded and reviewed was entered on personal computers during the same month.

Specialized working groups were formed for each stage of the survey work and trained according to intensive training programs for each phase. Those stages were supervised by experts of the Central Agency for Public Mobilization and Statistics in the field of family research.

All collected data has been prepared on personal computers within the statistics division where 22 of the latest generations of devices were used, on which was installed the most updated software for data entry and validation.

The survey management prepared a report for essential commodities to indentify the minimum and maximum price for those goods during each month of the survey. This report was sent to the statistical offices in all governorates to be filled from their sources by auditors, supervisors and delivered to the survey management with all forms collected to be used during the central office audit stage.

The raw survey data provided by the Statistical Agency were cleaned and harmonized by the Economic Research Forum, in the context of a major project that started in 2009. During which extensive efforts have been exerted to acquire, clean, harmonize, preserve and disseminate micro data of existing household surveys in several Arab countries.

Geographic coverage

Covering a sample of urban and rural areas in all the governorates.

Analysis unit

1- Household/family. 2- Individual/person.

Universe

The survey covered a national sample of households and all individuals permanently residing in surveyed households.

Kind of data

Sample survey data [ssd]

Sampling procedure

THE CLEANED AND HARMONIZED VERSION OF THE SURVEY DATA PRODUCED AND PUBLISHED BY THE ECONOMIC RESEARCH FORUM REPRESENTS 50% OF THE ORIGINAL SURVEY DATA COLLECTED BY THE CENTRAL AGENCY FOR PUBLIC MOBILIZATION AND STATISTICS (CAPMAS)

A large sample representative for urban and rural areas in all governorates has been designed by CAPMAS in March 1999 for the HIECS 1999/2000.

In previous surveys, CAPMAS used to select a sample of around 15000 households from 500 Primary Sampling Units (PSUs). For HIECS 1999/2000, a sample of about 48000 households has been considered from 600 PSUs, 28800 households in urban (360 PSUs) and 19200 households in rural (240 PSUs), distributed over 12 months (4000 households monthly).

The master sample is a strata-area-unbiased-probability proportion to size sample. The 1996 census data, the population estimates for the year 2000, as well as the number of shiakha/village in each governorate were used for the distribution of PSUs on different strata during the first sampling stage. The sampling unit in the first sampling stage was taken to be the PSU consisting of at least 1500 households in urban areas and 1000 households in rural areas. While the sampling unit for the second stage whether in urban or rural areas was the household.

A more detailed description of the different sampling stages and allocation of sample across governorates is provided in the Methodology document available among the documentation materials published in both Arabic and English.

Mode of data collection

Face-to-face [f2f]

Research instrument

Three different questionnaires have been designed as following: 1- Expenditure and consumption questionnaire 1999/2000. 2- Diary questionnaire for expenditure and consumption 1999/2000. 3- Income questionnaire.

A brief description of each questionnaire is given next:

1- Expenditure and Consumption Questionnaire

This questionnaire comprises 14 tables in addition to identification and geographic data of household on the cover page. The questionnaire is divided into two main sections. Section one: Basic information which includes: - Demographic characteristics and basic data for all household individuals consisting of 15 questions for every person, in a table of 10 columns (1 column per person) on two pages so that each table contains data for 20 persons. - Household visitors during the month of the survey. - Members of household who are currently working abroad. - The household ration card. - The housing conditions including 18 questions. - The household possession of appliances including 23 type of appliance. This section includes some questions which help to define the socio-economic level of households which in turn, help interviewers to check the plausibility of expenditure, consumption and income data.

Section two: Expenditure and consumption data It includes 14 tables as follows: - The quantity and value of food and beverages commodities actually consumed. - The quantity and value of the actual consumption of tobacco and narcotics. - The quantity and value of the clothing and footwear. - The household expenditure for housing. - The household expenditure for furnishings, household equipment and services. - The household

The dataset consists of 113 responses directly taken from a Google Form survey consisting of four demographic questions (age, sex, country, income), a single item on Love for Money, and WHO-5 Wellbeing Questionnaire. This is a completely raw , anonymous dataset. This data was collected as part of a study examining the relationship between income and wellbeing mediated/moderated by love for money.

analyze the american community survey (acs) with r and monetdb experimental. think of the american community survey (acs) as the united states' census for off-years - the ones that don't end in zero. every year, one percent of all americans respond, making it the largest complex sample administered by the u.s. government (the decennial census has a much broader reach, but since it attempts to contact 100% of the population, it's not a sur vey). the acs asks how people live and although the questionnaire only includes about three hundred questions on demography, income, insurance, it's often accurate at sub-state geographies and - depending how many years pooled - down to small counties. households are the sampling unit, and once a household gets selected for inclusion, all of its residents respond to the survey. this allows household-level data (like home ownership) to be collected more efficiently and lets researchers examine family structure. the census bureau runs and finances this behemoth, of course. the dow nloadable american community survey ships as two distinct household-level and person-level comma-separated value (.csv) files. merging the two just rectangulates the data, since each person in the person-file has exactly one matching record in the household-file. for analyses of small, smaller, and microscopic geographic areas, choose one-, three-, or fiv e-year pooled files. use as few pooled years as you can, unless you like sentences that start with, "over the period of 2006 - 2010, the average american ... [insert yer findings here]." rather than processing the acs public use microdata sample line-by-line, the r language brazenly reads everything into memory by default. to prevent overloading your computer, dr. thomas lumley wrote the sqlsurvey package principally to deal with t his ram-gobbling monster. if you're already familiar with syntax used for the survey package, be patient and read the sqlsurvey examples carefully when something doesn't behave as you expect it to - some sqlsurvey commands require a different structure (i.e. svyby gets called through svymean) and others might not exist anytime soon (like svyolr). gimme some good news: sqlsurvey uses ultra-fast monetdb (click here for speed tests), so follow the monetdb installation instructions before running this acs code. monetdb imports, writes, recodes data slowly, but reads it hyper-fast . a magnificent trade-off: data exploration typically requires you to think, send an analysis command, think some more, send another query, repeat. importation scripts (especially the ones i've already written for you) can be left running overnight sans hand-holding. the acs weights generalize to the whole united states population including individuals living in group quarters, but non-residential respondents get an abridged questionnaire, so most (not all) analysts exclude records with a relp variable of 16 or 17 right off the bat. this new github repository contains four scripts: 2005-2011 - download all microdata.R create the batch (.bat) file needed to initiate the monet database in the future download, unzip, and import each file for every year and size specified by the user create and save household- and merged/person-level replicate weight complex sample designs create a well-documented block of code to re-initiate the monet db server in the future fair warning: this full script takes a loooong time. run it friday afternoon, commune with nature for the weekend, and if you've got a fast processor and speedy internet connection, monday morning it should be ready for action. otherwise, either download only the years and sizes you need or - if you gotta have 'em all - run it, minimize it, and then don't disturb it for a week. 2011 single-year - analysis e xamples.R run the well-documented block of code to re-initiate the monetdb server load the r data file (.rda) containing the replicate weight designs for the single-year 2011 file perform the standard repertoire of analysis examples, only this time using sqlsurvey functions 2011 single-year - variable reco de example.R run the well-documented block of code to re-initiate the monetdb server copy the single-year 2011 table to maintain the pristine original add a new age category variable by hand add a new age category variable systematically re-create then save the sqlsurvey replicate weight complex sample design on this new table close everything, then load everything back up in a fresh instance of r replicate a few of the census statistics. no muss, no fuss replicate census estimates - 2011.R run the well-documented block of code to re-initiate the monetdb server load the r data file (.rda) containing the replicate weight designs for the single-year 2011 file match every nation wide statistic on the census bureau's estimates page, using sqlsurvey functions click here to view these four scripts for more detail about the american community survey (acs), visit: < ul> the us census...