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, and 2008/2009 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 2010 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 2010, 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 8 households was selected from each cluster, in addition to another 4 households selected as a backup for the basic sample, using a systematic sampling technique. Those 4 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 2008 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 (6 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 beginning of the second, third and fourth rounds. - 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 during

This data collection contains information gathered in the Survey of Income and Education (SIE) conducted in April-July 1976 by the Census Bureau for the United States Department of Health, Education, and Welfare (HEW). Although national estimates of the number of children in poverty were available each year from the Census Bureau's Current Population Survey (CPS), those estimates were not statistically reliable on a state-by-state basis. In enacting the Educational Amendments of 1974, Congress mandated that HEW conduct a survey to obtain reliable state-by-state data on the numbers of school-age children in local areas with family incomes below the federal poverty level. This was the statistic that determined the amount of grant a local educational agency was entitled to under Title 1, Elementary and Secondary Education Act of 1965. (Such funds were distributed by HEW's Office of Education.) The SIE was the survey created to fulfill that mandate. Its questions include those used in the Current Population Survey regarding current employment, past work experience, and income. Additional questions covering school enrollment, disability, health insurance, bilingualism, food stamp recipiency, assets, and housing costs enabled the study of the poverty concept and of program effectiveness in reaching target groups. Basic household information also was recorded, including tenure of unit (a determination of whether the occupants of the living quarters owned, rented, or occupied the unit without rent), type of unit, household language, and for each member of the household: age, sex, race, ethnicity, marital history, and education.

The Household Market and Nonmarket Activities (HUS) project started as a joint research project between the Industrial Institute for Economic and Social Research (IUI) and Göteborg University in 1980. The ambition was to build a consistent longitudinal micro data base on the use of time, money and public services of households.

The first main survey was carried out in 1984. In addition to a contact interview with the selected individuals, all designated individuals participated in a personal interview and two telephone interviews. All respondents were asked about their family background, education, marital status, labor market experience, and employment. In addition, questions about the household were asked of the head of household, concerning family composition, child care, health status, housing, possession of vacation homes, cars, boats and other consumption durables. At the end of the personal interview the household head had to fill out a questionnaire including questions about financing of current home, construction costs for building a house, house value and loans, imputation of property values and loans, additions/renovations 1983, maintenance and repairs, leasing, sale of previous home, assets and liabilities, and non-taxable benefits. All the respondents had to fill out a questionnaire including questions about tax-return information 1983, employment income, and taxes and support payments. Two telephone interviews were used primarily to collect data on the household´s time use and consumption expenditures.

The 1986 HUS-survey included both a follow-up of the 1984 sample (panel study) and a supplementary sample. The 1986 sample included 1) all respondents participating in the 1984 survey, 2) the household heads, partners and third persons who should have participated in 1984 but did not (1984 nonresponse), 3) those individuals who started living together after the 1984 interview with an selected individual who participated or was supposed to participate in 1984, 4) members of the 1984 household born in 1966 or 1967. If entering a new household, for example because of leaving their parental home, the household head and his/her partner were also interviewed. Respondents participating in the 1984 survey were interviewed by telephone in 1986. Questions dealt with changes in family composition, housing, employment, wages and child care, and it was not only recorded whether a change had occurred, and what sort of change, but also when it occurred. The respondents also received a questionnaire by mail with questions mainly concerning income and assets. Respondents not participating in the earlier survey were interviewed in person and were asked approximately the same questions as in the 1984 personal interview.

The 1988 HUS-survey was considerably smaller than the previous ones. It was addressed exclusively to participants in the 1986 survey, and consisted of a self-enumerated questionnaire with a nonrespondent follow-up by telephone. The questions dealt with changes in housing conditions, employment and household composition. The questionnaire also contained some questions on household income.

In many respect the 1991 HUS-survey replicated the 1988 survey. The questions were basically the same in content and range, and the survey was conducted as a self-enamurated questionnaire sent out by mail. This time, however, in contrast to the 1988 survey, an attempt was made to include in the survey the new household members who had moved into sample households since 1986, as well as young people who turned 18 after the 1986 survey. Earlier respondents received a questionnaire by mail containing questions about their home, their primary occupation and weekly work hours since May 1988 (event-history data), earnings in 1989, 1990 and 1991, household composition and any changes in it that might have occurred since 1988, child care and some questions on income. New respondents were also asked about their education and labor-market experience.

With respect to its design and question wording, the 1993 survey is a new version of the 1986 survey. The survey is made up of four parts: 1) the panel survey, which was addressed mainly to respondents in the 1991 survey, with certain additions; 2) the so-called supplementary survey, which focused on a new random sample of individuals; 3) the so-called nonresponse survey, which encompassed respondents who had participated in at least one of the earlier surveys but had since dropped out; 4) the time-use survey, which included the same sample of respondents as those in the panel and supplementary surveys. Individuals in the nonresponse group were not included in the time-use survey. Most of the questions in the first three surveys were the same, but certain questions sequences were targeted to the respondents in a specific survey. Thus certain retrospective questions were asked of the nonresponse group, while specific questions on social background, labor market experience e

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

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

Survey based Harmonized Indicators (SHIP) files are harmonized data files from household surveys that are conducted by countries in Africa. To ensure the quality and transparency of the data, it is critical to document the procedures of compiling consumption aggregation and other indicators so that the results can be duplicated with ease. This process enables consistency and continuity that make temporal and cross-country comparisons consistent and more reliable. Four harmonized data files are prepared for each survey to generate a set of harmonized variables that have the same variable names. Invariably, in each survey, questions are asked in a slightly different way, which poses challenges on consistent definition of harmonized variables. The harmonized household survey data present the best available variables with harmonized definitions, but not identical variables. The four harmonized data files are a) Individual level file (Labor force indicators in a separate file): This file has information on basic characteristics of individuals such as age and sex, literacy, education, health, anthropometry and child survival. b) Labor force file: This file has information on labor force including employment/unemployment, earnings, sectors of employment, etc. c) Household level file: This file has information on household expenditure, household head characteristics (age and sex, level of education, employment), housing amenities, assets, and access to infrastructure and services. d) Household Expenditure file: This file has consumption/expenditure aggregates by consumption groups according to Purpose (COICOP) of Household Consumption of the UN.

Abstract

The main purpose of a Household Income and Expenditure Survey (HIES) 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.

The main objectives of this survey - update the weight of each expenditure item (from COICOP) and obtain weights for the revision of the Consumer Price Index (CPI) for Funafuti - provide data on the household sectors contribution to the National Accounts - design the structure of consumption for food secutiry - To provide information on the nature and distribution of household income, expenditure and food consumption patterns household living standard useful for planning purposes - To provide information on economic activity of men and women to study gender issues - To generate the income distribution for poverty analysis

The 2010 Household Income and Expenditure Survey (HIES) is the third HIES that was conducted by the Central Statistics Division since Tuvalu gained political independence in 1978.

This survey deals mostly with expenditure and income on the cash side and non cash side (gift, home production). Moreover, a lot of information are collected:

at a household level: - goods possession - description of the dwelling - water tank capacity - fruits and vegetables in the garden - livestock

at an individual level: - education level - employment - health

Geographic coverage

National Coverage: Funafuti and /Outer islands.

Analysis unit

• Household level
• Individual level

Universe

The scope of the 2010 Household Income and Expenditure Survey (HIES) was all occupied households in Tuvalu. Households are the sampling unit, defined as a group of people (related or not) who pool their money, and cook and eat together. It is not the physical structure (dwelling) in which people live. HIES covered all persons who were considered to be usual residents of private dwellings (must have been living in Tuvalu for a period of 12-months, or have intention to live in Tuvalu for a period of 12-months in order to be included in the survey). Usual residents who are temporary away are included as well (e.g., for work or a holiday).

All the private household are included in the sampling frame. In each household selected, the current resident are surveyed, and people who are usual resident but are currently away (work, health, holydays reasons, or border student for example. If the household had been residing in Tuvalu for less than one year: - but intend to reside more than 12 months => he is included - do not intend to reside more than 12 months => out of scope.

Kind of data

Sample survey data [ssd]

Sampling procedure

The Tuvalu 2010 Household Income and Expenditure Survey (HIES) outputs breakdowns at the domain level which is Funafuti and Outer Islands. To achieve this, and to match the budget constraint, a third of the households were selected in both domains. It was decided that 33% (one third) sample was sufficient to achieve suitable levels of accuracy for key estimates in the survey. So the sample selection was spread proportionally across all the islands except Niulakita as it was considered too small. The selection method used is the simple random survey, meaning that within each domain households were directly selected from the population frame (which was the updated 2009 household listing). All islands were included in the selection except Niulakita that was excluded due to its remoteness, and size.

For selection purposes, in the outer island domain, each island was treated as a separate strata and independent samples were selected from each (one third). The strategy used was to list each dwelling on the island by their geographical position and run a systematic skip through the list to achieve the 33% sample. This approach assured that the sample would be spread out across each island as much as possible and thus more representative.

Population and sample counts of dwellings by islands for 2010 HIES Islands: -Nanumea: Population: 123; sample: 41 -Nanumaga: Population: 117; sample: 39 -Niutao: Population: 138; sample: 46 -Nui: Population: 141; sample: 47 -Vaitupu: Population: 298; sample: 100 -Nukufetau: Population: 141; sample: 47 -Nukulaelae: Population: 78; sample: 26 -Funafuti: Population: 791; sample: 254 -TOTAL: Population: 1827; sample: 600.

Mode of data collection

Face-to-face [f2f]

Research instrument

3 forms were used. Each question is writen in English and translated in Tuvaluan on the same version of the questionnaire. The questionnaire was highly based on the previous one (2004 survey).

Household Schedule This questionnaire, to be completed by interviewers, is used to collect information about the household composition, living conditions and is also the main form for collecting expenditure on goods and services purchased infrequently.

• composition of the household and demographic profile of each members
• dwelling information
• dwelling expenditure
• transport expenditure
• education expenditure
• health expenditure
• land and property expenditure
• household furnishing
• home appliances
• cultural and social payments
• holydays/travel costs
• Loans and saving
• clothing
• other major expenditure items

Individual Schedule There will be two individual schedules: - health and education - labor force (individual aged 15 and above) - employment activity and income (individual aged 15 and above): wages and salaries working own business agriculture and livestock fishing income from handicraft income from gambling small scale activies jobs in the last 12 months other income childreen income tobacco and alcohol use other activities seafarer

Diary (one diary per week, on a 2 weeks period, 2 diaries per household were required) The diaries are used to record all household expenditure and consumption over the two week diary keeping period. The diaries are to be filled in by the household members, with the assistance from interviewers when necessary. - All kind of expenses - Home production - food and drink (eaten by the household, given away, sold) - Goods taken from own business (consumed, given away) - Monetary gift (given away, received, winning from gambling) - Non monetary gift (given away, received, winning from gambling).

Cleaning operations

Consistency of the data: - each questionnaire was checked by the supervisor during and after the collection - before data entry, all the questionnaire were coded - the CSPRo data entry system included inconsistency checks which allow the National Statistics Office staff to point some errors and to correct them with imputation estimation from their own knowledge (no time for double entry), 4 data entry operators. 1. presence of all the form for each household 2. consistency of data within the questionnaire

at this stage, all the errors were corrected on the questionnaire and on the data entry system in the meantime.

• after data entry, the extreme amount of each questionnaire where selected in order to check their consistency. at this stage, all the inconsistency were corrected by imputation on CSPRO editing.

Response rate

The final response rates for the survey was very pleasing with an average rate of 97 per cent across all islands selected. The response rates were derived by dividing the number of fully responding households by the number of selected households in scope of the survey which weren't vacant.

Response rates for Tuvalu 2010 Household Income and Expenditure Survey (HIES): - Nanumea 100% - Nanumaga 100% - Niutao 98% - Nui 100% - Vaitupu 99% - Nukufetau 89% - Nukulaelae 100% - Funafuti 96%

As can be seen in the table, four of the islands managed a 100 per cent response, whereas only Nukufetau had a response rate of less than 90 per cent.

Further explanation of response rates can be located in the external resource entitled Tuvalu 2010 HIES Report Table 1.2.

Sampling error estimates

The quality of the results can be found in the report provided in this documentation.

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. These include age, sex, race, ethnic origin, marital status, household relationship, education, and veteran status. Limited data are provided on housing unit characteristics such as units in structure, tenure, access, and complete kitchen facilities. 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, and participation in various cash and noncash benefit programs for each month of the four-month reference period. Data for employed persons include number of hours and weeks worked, earnings, and weeks without a job. Nonworkers are classified as unemployed or not in the labor force. In addition to providing income data associated with labor force activity, the core questions cover nearly 50 other types of income. Core data also include postsecondary school attendance, public or private subsidized rental housing, low-income energy assistance, and school breakfast and lunch participation. The third element consists of topical modules, which are a series of supplemental questions asked during selected household visits. Topical modules include some core data to link individuals to the core files. The Wave 1 Topical Module covers recipiency and employment history. The Wave 2 Topical Module includes work disability, education and training, marital, migration, and fertility histories, and household relationships. The Wave 3 Topical Module covers medical expenses and utilization of health care, work-related expenses and child support, assets and liabilities, real estate, shelter costs, dependent care and vehicles, value of business, interest earning accounts, rental properties, stocks and mutual fund shares, mortgages, and other assets. The Wave 4 Topical Module covers disability, taxes, child care, and annual income and retirement accounts. Data in the Wave 5 Topical Module describe child support, school enrollment and financing, support for nonhousehold members, adult and child disability, and employer-provided health benefits. Data in the Wave 6 Topical Module provide information on medical expenses, work-related expenses and child support paid, assets and liabilities, real estate, shelter costs, dependent care and vehicles, value of business, interest-earning accounts, rental properties, stock and mutual fund shares, mortgages, other financial investments. Wave 7 Topical Module includes annual income and retirement accounts, home health care, retirement expectations and pension plan coverage, and taxes. Wave 8 Topical Module covers adult well-being and welfare reform. Wave 9 Topical Module is the same as Waves 3 and 6 Topical Modules. Wave 10 Topical Module focuses on work schedules, disablility, taxes, child care, and annual income and retirement. Wave 11 includes child support, support for nonhousehold members, and adult and child disability. Wave 12 Topical Module is the same as Waves 3, 6, and 9 but also includes child well-being. (Source: ICPSR, retrieved 06/28/2011)

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 main objective of the survey is to obtain detailed data on household expenditure and income, linked to various demographic and socio-economic variables, to enable computation of poverty indices and determine the characteristics of the poor and prepare poverty maps. Therefore, to achieve these goals, the sample had to be representative on the sub-district level.

Data collected through the survey helped in achieving the following objectives: 1. Provide data weights that reflect the relative importance of consumer expenditure items used in the preparation of the consumer price index 2. Study the consumer expenditure pattern prevailing in the society and the impact of demograohic and socio-economic variables on those patterns 3. Calculate the average annual income of the household and the individual, and assess the relationship between income and different economic and social factors, such as profession and educational level of the head of the household and other indicators 4. Study the distribution of individuals and households by income and expenditure categories and analyze the factors associated with it 5. Provide the necessary data for the national accounts related to overall consumption and income of the household sector 6. Provide the necessary income data to serve in calculating poverty indices and identifying the poor chracteristics as well as drawing poverty maps 7. Provide the data necessary for the formulation, follow-up and evaluation of economic and social development programs, including those addressed to eradicate poverty

Geographic coverage

National

Analysis unit

• Household
• Individuals

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 Household Expenditure and Income survey sample, for the year 2010, 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. The General Census of Population and Housing in 2004 provided a detailed framework for housing and households for different administrative levels in the country. Jordan 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.

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 8 households was selected from each cluster, in addition to another 4 households selected as a backup for the basic sample, using a systematic sampling technique. Those 4 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 2008 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 (6 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

• General form
• Expenditure on food commodities form
• Expenditure on non-food commodities form

Cleaning operations

• Organizing forms/questionnaires: A compatible archive system was used to classify the forms according to different rounds throughout the year. A registry was prepared to indicate different stages of the process of data checking, coding and entry till forms were back to the archive system.
• Data office checking: This phase was achieved concurrently with the data collection phase in the field where questionnaires completed in the field were immediately sent to data office checking phase.
• 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 used, while for the rest of the questions, coding was predefined during the design phase.
• Data entry/validation: A team consisting of system analysts, programmers and data entry personnel were working on the data at this stage. System analysts and programmers started by identifying the survey framework and questionnaire fields to help build computerized data entry forms. A set of validation rules were added to the entry form to ensure accuracy of data entered. A team was then trained to complete the data entry process. Forms prepared for data entry were provided by the archive department to ensure forms are correctly extracted and put back in the archive system. A data validation process was run on the data to ensure the data entered is free of errors.
• Results tabulation and dissemination: After the completion of all data processing operations, ORACLE was used to tabulate the survey final results. Those results were further checked using similar outputs from SPSS to ensure that tabulations produced were correct. A check was also run on each table to guarantee consistency of figures presented, together with required editing for tables' titles and report formatting.

The STAMINA study examined the nutritional risks of low-income peri-urban mothers, infants and young children, 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 dataset and dictionary of variables for survey 1 (English only).The survey questionnaire for survey 1 is available at 10.17028/rd.lboro.16825507.

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 FSM. 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. The 2005 FSM HIES asked income of all persons 15 years and over. It referred to income received during the calendar year 2004, and includes both cash and in-kind income. The survey has five primary objectives, namely to:

1) Rebase the FSM Consumer Price Index (CPI); 2) Provide data on the distribution of income and expenditures throughout the FSM; 3) Provide data for national accounts, particularly regarding income from home production activities and the consumption of goods and services derived form home production activities; 4) Provide nutritional information and food consumption patterns for the FSM families; and 5) Provide data for hardship study.

Geographic coverage

National

Analysis unit

• Households
• Individuals
• Expenditure items

Universe

The survey universe covered all persons living in their place of usual residence at the time of the survey. Income data were collected from persons aged 15 years and over while expenditure data were obtained from all household members at a household level. Persons living in institutions, such as school dormitories, hospital wards, hostels, prisons, as well as those whose usual residence were somewhere else were excluded from the survey.

Kind of data

Sample survey data [ssd]

Sampling procedure

The 2005 FSM Household Income and Expenditure Survey (HIES) used a sampling frame based on updated information on Enumeration Districts (ED) and household listing from the 2000 FSM Census. Based on this sampling frame, the four states of FSM were then classified as the domains of the survey. Each of the states was further divided into 3 strata, except for Kosrae which was not divided at all because it doesn't possess any outer islands and it has relatively good access to goods and services. The entire island was therefore classified under stratum 1. Each stratum was defined as follows:

1) State center and immediate surrounding areas:
- High 'living standard' and has immediate access to goods and services.

2) Areas surrounding state center (rest of main island):
- Medium 'living standard' and sometime limited access to goods and services

3) Outer islands:
- Low 'living standard' and rare access to goods and services.

Within each stratum, the HIES used a two-stage stratified sampling approach from which the sample was selected independently. First, enumeration districts (EDs) were drawn from each stratum using Proportion Probability to Size (PPS) sampling. Thus, the larger the ED size, the higher its probability of selection. About 69 EDs out of a total of 373 EDs were selected nationwide for the survey. Generally, one enumerator is assigned to each ED. Second, 20 households were systematically selected from an updated household listing for each of the selected EDs using a random start to come up with a total sample size of 1,380 households, or roughly 8.4 percent of all households in the state. Although it offered a fairly good representation of the total households in the nation, the final sample size showed a reduction of nearly 180 households from the 1,560 households, or 10 percent, initially selected for the survey.

Detailed information on the changes made to the sample size can be found in the next section under "Deviations from Sample Design."

Sampling deviation

The original plan to sample 1,560 households, or about 9.5 percent of all households in the nation was eventually reduced to 1,380 households, or about 8.4 percent of all households. The reduction of the sample size was due to fuel unavailability for transportation and uncertainty of field trip schedules to some of the selected outer islands. Dropping some of these islands from the sample was not expected to impact significantly on the accuracy of the survey results because independent weighting took place within each stratum, where islands were considered to be sufficiently homogenous.

Mode of data collection

Face-to-face [f2f]

Research instrument

Questionnaires and forms used for the 2005 FSM HIES consisted of 1) HIES Questionnaire and 2) Weekly Diaries. The HIES Questionnaire were provided to enumerators and should be filled out during the first visit to the household. Its main objective was to collect housing information, basic demographic information about members of the household and general household expenditures over the previous year. On the other hand, the weekly diaries, was an attempt to record household expenditure on a daily basis over the course of a 2 week period. Both the HIES questionnaire and the weekly diary were developed and modeled after similar forms from the 1998 FSM HIES Survey and the 2004 Palau HIES Survey. Dr. Micheal Levin from the US Census Bureau, International Program Center (IPC), Ms. Brihmer Johnson of the FSM Division of Statistics and Mr. Glenn McKinlay, statistics advisor to FSM Division of Statistics, provided crucial inputs to the overall design of these forms. All questionnaires and diaries used during the HIES were printed in English so it was extremely important that field interviewers understand the instuctions and questions contained within. Testing of the questionnaire were carried out by FSM Division of Statistics staffs who conducted "real" interviews with certain households in their neighborhood as well as having their own household be interviewed by a different office staff. Specific sections for both the HIES questionnaire and the weekly diaries are outlined below:

I. HIES Questionnaire

1) General Household characteristics 2 ) Individual Person Characteristics 3) General Expenditure Listings - 12 Months Recall Period

II. 2 Week Daily Diaries

1) Daily Expenditure Diary - Day1 (Mon) thru Day7 (Sun) 2) Home Produced Items 3) Gifts Given Away 4) Gifts Received 5) Unusual Expenses for Special Events

Cleaning operations

Data editing of the 2005 FSM HIES data occurred over several instances during the data processing phase of the project and afterwards prior to putting together the final report. After a two weeks office review and call backs right after the enumeration phase, the initial phase of data editing took place on July 18, 2005 when the data processing phase of the survey commenced. Training for editing and coding took place on the same day along with the signing of contracts for 10 office clerks recruited to carry out this phase of the survey. As part of their contract, these individuals were also hired to key in the data at a later time. One of their primary responsibily was to match geographic ids for questionnaire with corresponding diaries and ensure consistencies and valid entries accordingly. No computer consistency edit checks were run against the data during the keying/verification process since the programs for these processes were not available at the time. All data quality checks and edits were done at the US Bureau of Census. Further edits were applied to the data during the data analysis and report writing process.

There were five types of checks performed: Structural check, Verification check, Consistency check, Macro Editing check, Data Quality assessment. Edit lists were also produced for health module, income and expenditure questionnaire which needed to be checked against the questionnaires. On the edit list, corrections of errors were made by crossing out incorrect or missing values and entering the correct values in red. Missing amounts that were also missing on the questionnaire will need to be estimated using estimates from questionnaires in the same Enumeration District (ED) batch. For the diaries, the batch files were concatenated for each state and exported to tab delimited files. These files were imported into Excel and the unit price for each item was calculated using quantities and weights where possible. Records for each item were then filtered out and check for outlier unit price values (both large and small values as well as missing values). Values for missing amounts were imputed from estimated using average prices from the items within the same ED.

The office operations manual used for editing and coding the questionnaires and diaries is provided under "Technical Documents/Data Processing Documents/Office Editing & Coding."

Response rate

Original Sample Size: 1,560 Households Original Sampling fraction 9.5%

Final Sample Size: 1,380 Households Final Sampling fraction 8.4%

The response rate for the final sample size of 1,380 households is 100 percent. The majority of households originally selected for the survey did respond to the survey. Households which have moved to other unselected areas or elsewhere and those who refused to respond were replaced with nearby households that were willing to participate in the survey.

Sampling error estimates

No sampling error analysis of the survey was calculated.

Data appraisal

The questionnaire design of the 2005 HIES vary from that of the 1998 HIES rendering comparison of the data to the 2005 HIES limited. However, when the data permits, comparisons were made.

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.

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). 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

Abstract

Tonga Household Income and Expenditure Survey 2009 (HIES), undertaken by the Tonga Statistics Department during the period from 1 January 2009 to 31 December 2009. This is the second survey of its kind in Tonga. The last one was carried out in 2000/01, and the results were used in November 2002 to rebase the Consumer Price Index (CPI). A report from that survey was produced in December 2002, and where possible, results from this report will be made to be comparable to the previous report.

• To provide updated information for the expenditure item weights for the CPI;

• To provide some data for the components of National Accounts; and

• To provide information on the nature and distribution of household income and expenditure for planners, policy makers, and the general public.

Geographic coverage

National Coverage and Island Division.

Analysis unit

Private Households, individuals, Income and expenditure items.

Universe

The survey covered all members of the household.

Kind of data

Sample survey data [ssd]

Sampling procedure

The sample design was done in such a way that promoted estimates primarily at the national level, but also at the island division level. For that reason a higher sample fraction was selected in the smaller island divisions.

Rural Tongatapu received the smallest sample fraction (8.3%) as it had the highest population. On the other hand the Ongo Niua received the largest sample fraction (21.5%) as their population was the smallest. Overall a sample of roughly 10 per cent was selected for Tonga.

The sample was selected independently within each of the 6 target areas. Firstly, extremely remote areas were removed from the frame (and thus not given a chance of selection) as it was considered too expensive to cover these areas. These areas only represented about 3.5 per cent of the total population for Tonga, so the impact of their removal was considered very minimal.

The sampling in each area was then undertaken using a two-stage process. The first stage involved the selection of census blocks using Probability Proportional to Size (PPS) sampling, where the size measure was the expected number of households in that block. For the second stage, a fixed number (twelve) of households were selected from each selected census block using systematic sampling. The household lists for all selected blocks were updated just prior to the second stage of selection.

Given the sample was spread out over four quarters during the 2009 calendar year, every 4th selected census block was allocated to a respective quarter. To ensure an equally distribution of sample to each quarter, the number of census blocks selected for each of the six target group was made divisible by four. This therefore meant the sample size for each target group was adjusted so that it was divisible by (4*12)=48, as can be seen in Table 1 of Section 1 of the survey report.

Mode of data collection

Face-to-face [f2f]

Research instrument

There were 4 main survey schedules used to collect the information for the survey were published in English: 1) Household Questionnaire 2) Individual Questionnaire - Part 1 3) Individual Questionnaire - Part 2 4) Individual Diary (x2)

Household Questionnaire

This questionnaire is primarily used to collect information on large expenditure items, but also collects information about the dwelling characteristics. In total there are 14 sections to this uestionnaire which cover: 1 Dwelling Characteristics 2 Household Possessions 3 Dwelling Tenure 4 Construction of Dwellings 5 Household Bills 6 Transport Expenses 7 Major Consumer Durables 8 Education/Recreation 9 Medical & Health 10 Overseas Travel 11 Special Events 12 Subsistence Activity Sales 13 Remittances 14 Contributions to Church/Village/School As stated above, the first section is devoted to collecting information about key dwelling characteristics, whereas the second section collects information on household possessions. Sections 3-11, and Section 14, focus on expenses the household incurs, whereas Section 13 focuses on remittances both paid by and received by the household. Finally, Section 12 collects information from households about the income they generate from subsistence activities. This section is the main question collecting income from the household questionnaire, as was included here as it was considered more appropriate to collect this data at the household level. The front page of this Questionnaire is also used for collecting the Roster of Household Members.

Individual Questionnaire - Part 1

This questionnaire collects basic demographic information about each individual in the household, including: • Relationship to Household Head • Sex • Age • Ethnicity • Marital Status

Also collected in this form is information about health problems each individual may have encountered in the last 3 months, followed by education information. For the education section, if a person is currently attending an education institution, then current level is asked, whereas if the person attended an education institution but no longer attends, then the highest level completed is collected. The last main section of this form collects information about labour force and is only asked of individuals aged 10 years and above. These questions aim to classify each person in scope for this section as either: • In the Labour Force - Employed • In the Labour Force - Unemployed • Not in the Labour Force

Individual Questionnaire - Part 2

This questionnaire is focused on collecting information from individuals regarding their income. There are eight sections to this questionnaire of which six are devoted to income. They include: 1 Wages and Salary 2 Self-Employment
3 Previous Jobs
4 Ad-hoc Jobs 5 Pensions/Welfare Benefits 6 Other Income 7 Loan Information 8 Contributions to Benefit Schemes

As stated above, the first six sections of this questionnaire focus on income. Section 7 collects information pertaining to loans for i) households, ii) cars, iii) special events and iv) other, and finally the last question is an expense related question covering contributions to benefit schemes which was considered best covered at an individual level.

Individual Diary

The last form used for the survey was the Individual Diary which each individual aged 10 years and over was required to fill in for two weeks (two one-week diaries).

Each diary had 4 sections covering the following: 1) Items Purchased: This section had a separate page for each day and was for recording all items bought in a store, street vendors, market or any other place (including credit) 2) Home Grown/Produced Items: This section was for recording home grown/produced items consisting of items such as food grown at home or at the family plantation, self caught or gathered fish and homemade handicrafts and other goods grown and produced at home. Information is recorded for these items consumed by the household which they produced themselves, these items they gave away as a gift, and these items they received as a gift. 3) Gifts Given and Received: This section of the diary is for recording gifts given and received including both cash and purchased goods (but not home produced). If any member of the household receives a gift that meets this criteria during the diary keeping period from someone who is not a member of their household it is recorded here. 4) Winnings from Gambling: The last section of the Diary is for recording all winnings from gambling during the diary keeping period.

Cleaning operations

Batch edits in CSPro were performed on the data after data entry was completed. The batch edits were aimed at identifying any values falling outside acceptable ranges, as well as other inconsistencies in the data. As this process was done at the batch level, questionnaires were often referred to and manual changes to the data were performed to amend identified errors.

One significant problem which was identified during this process was the incorrect coding of phone card purchase to the purchase of actual phones. As there were many such cases, an automatic code change was applied to any purchase of phones which was less than $40 - recoding them to purchase of phone cards.

Response rate

The final Response Rates for the survey was high, which will assist in yielding statistically significant estimates. Across all six target groups the response rate was in excess of 95 per cent, with the exception of Ongo Niua who only reported 50 per cent. The reason the number was so low in the Ongo Niua was because this target area was only visited in the 2nd quarter, where half the total sample were enumerated (to make up for the sample loss in the first quarter), and was not visited again in quarter 3 and 4.

The reason behind the high response rates in other areas was due to the updated lists for selected census blocks excluding vacant dwellings. As such, it was mostly refusals that impacted on the final response rates.

Sampling error estimates

Sampling errors refer to those errors that are implicit in any sample survey, where only a portion of the population is covered. Non-sampling errors refer to all other types of error. These can arise at any stage of the survey process. Examples of activities that are likely to increase the level of non-sampling error are: failing to select a proper sample, poor questionnaire design, weak field supervision, inaccurate data entry, insufficient data editing, or failure to analyze or report on the data

Abstract

The World Bank's Living Standard Measurement Study (LSMS) was adapted for use in Guyana and administered in early 1993 as part of the Guyana Bureau of Statistics' year-long Household Income and Expenditure Survey (HIES). Because the LSMS survey was to take place at about the same time as the Household Income and Expenditure Survey (HIES), it was decided to link the two surveys. The HIES questionnaire substituted for the normal LSMS modules on income, expenditures, labor activities, household businesses, housing, durable goods, and savings. The LSMS questionnaire focused only on health, education, migration, fertility, and anthropometrics.

Geographic coverage

National

Analysis unit

• Households
• Individuals

Kind of data

Sample survey data [ssd]

Sampling procedure

The LSMS survey was administered in conjunction with the third subround of the HIES. This required an additional visit by interviewers to each of the approximately 1,800 households selected in this round. Another subsequent visit was made to households with children younger than 5 years of age to collect anthropometric data. Fieldwork was carried out between January and July 1993. Data entry began in March 1993 and concluded in August 1993.

Mode of data collection

Face-to-face [f2f]

Research instrument

The LSMS questionnaire contained the following modules:

• Household Roster: The LSMS was administered approximately two weeks following the HIES. Much of the cover section of the LSMS household information was copied directly from the HIES prior to the interview. This was to minimize the possibility of a household's LSMS not being matched with its HIES. Following the cover section, the LSMS contained five modules. The "Interviewer Manual" provides detailed descriptions of all items in the survey.

• Health Module : This schedule contained items concerning the health status of all members of the household, specifically about any illness experienced during the previous 30 days: its length; the use of medical facilities for the illness; the amount spent on its treatment; the kinds and costs of medications; and the satisfaction with medical interventions. Also collected were data concerning the use of the National Insurance Scheme, preventive care, and specific items regarding pregnancy, breastfeeding and the presence of infants.

• Education Module: Information concerning the schooling of each household member over the age of three years was collected, including the level completed, type of school, years repeated, access to meals and textbooks, distance traveled, and several categories of associated expenditures. Attention should be paid to the expenditure data. Some items request monthly expenditures. Others collect annual expenditures.

• Migration Module. This section collected information about individuals who at the time of the interview had lived away from the household for more than six months. These individuals were not counted on the household roster and did not appear in HIES data. Information regarding the location of the individual, her/his reason for leaving, and whether or not contributions to the family were made. Because data on international remittances were collected in the HIES, the amount of the remittances was not recorded here. It was felt that respondents would be unwilling to answer too many questions about transfers from abroad.

• Fertility Module. This section collected information about the pregnancy, birthing, and contraceptive practices of women in the household between the ages 13 and 49. Only one member of the household was interviewed for this section. The interviewer consulted a previously prepared list of randomly ordered ID numbers and selected the first one corresponding to an eligible member of the household being interviewed. ID numbers were established when the household roster was completed using information from the HIES. The ID code was a number between 01 and 12. Selecting a number randomly avoided selection bias on the part of the interviewer.

• Anthropometry Module. During the initial LSMS interview, the interviewer indicated whether any children under the age of five years were present. For households with such children, a return visit by a team of nursing students, was made to collect data on the children.

• Anthropometric measurements gathered were standing height (taken for children between two and five years of age), recumbent length (taken lying down on children less than two years of age) and weight of pre-school age children (less than five years of age). Immunizations received, breastfeeding, other dietary and vitamin supplement data were also collected.

Cleaning operations

A data entry program was developed for the LSMS data by Sistemas Integrales in Santiago, Chile. The program consisted of a series of computer screens designed to resemble the questionnaire and was programmed to perform a number of data verification tasks automatically. These included flagging omitted, out-of-range and inconsistent responses. Those questionnaires which were identified as having inconsistent responses were returned to the field for additional data or clarification.

This longitudinal survey was designed to add significantly to the amount of detailed information available on the economic situation of households and persons in the United States. These data examine the level of economic well-being of the population and also provide information on how economic situations relate to the demographic and social characteristics of 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. No topical modules were created for the first or second waves. The Wave III Rectangular Core and Topical Module File offers both the core data and additional data on (1) education and work history and (2) health and disability. In the areas of education and work history, data are supplied on the highest level of schooling attained, courses or programs studied in high school and after high school, whether the respondent received job training, and if so, for how long and under what program (e.g., CETA or WIN). Other items pertain to the respondent's general job history and include a description of selected previous jobs, duration of jobs, and reasons for periods spent not working. Health and disability variables present information on the general condition of the respondent's health, functional limitations, work disability, and the need for personal assistance. Data are also provided on hospital stays or periods of illness, health facilities used, and whether health insurance plans (private or Medicare) were available. Respondents whose children had physical, mental, or emotional problems were questioned about the causes of the problems and whether the children attended regular schools. The Wave IV Rectangular Core and Topical Module file contains both the core data and sets of questions exploring the subjects of (1) assets and liabilities, (2) retirement and pension coverage, and (3) housing costs, conditions, and energy usage. Some of the major assets for which data are provided are savings accounts, stocks, mutual funds, bonds, Keogh and IRA accounts, home equity, life insurance, rental property, and motor vehicles. Data on unsecured liabilities such as loans, credit cards, and medical bills also are included. Retirement and pension information covers such items as when respondents expect to stop working, whether they will receive retirement benefits, whether their employers have retirement plans, if so whether they are eligible, and how much they expect to receive per year from these plans. In the category of housing costs, conditions, and energy usage, variables pertain to mortgage payments, real estate taxes, fire insurance, principal owed, when the mortgage was obtained, interest rates, rent, type of fuel used, heating facilities, appliances, and vehicles. The Wave V topical modules explore the subject areas of (1) child care, (2) welfare history and child support, (3) reasons for not working/reservation wage, and (4) support for nonhousehold members/work-related expenses. Data on child care include items on child care arrangements such as who provides the care, the number of hours of care per week, where the care is provided, and the cost. Questions in the areas of welfare history and child support focus on receipt of aid from specific welfare programs and child support agreements and their fulfillment. The reasons for not working/reservation wage module presents data on why persons are not in the labor force and the conditions under which they might join the labor force. Additional variables cover job search activities, pay rate required, and reason for refusal of a job offer. The set of questions dealing with nonhousehold members/work-related expenses contains items on regular support payments for nonhousehold members and expenses associated with a job such as union dues, licenses, permits, special tools, uniforms, or travel expenses. Information is supplied in the Wave VII Topical Module file on (1) assets and liabilities, (2) pension plan coverage, and (3) real estate property and vehicles. Variables pertaining to assets and liabilities are similar to those contained in the topical module for Wave IV. Pension plan coverage items include whether the respondent will receive retirement benefits, whether the employer offers a retirement plan and if the respondent is included in the plan, and contributions by the employer and the employee to the plan. Real estate property and vehicles data include information on mortgages held, amount of principal still owed and current interest rate on mortgages, rental and vacation properties owned, and various items pertaining to vehicles belonging to the household. Wave VIII Topical Module includes questions on support for nonhousehold members, work-related expenses, marital history, migration history, fertility history, and household relationships. Support for nonhousehold members includes data for children and adults not in the household. Weekly and annual work-related expenses are documented. Widowhood, divorce, separation, and marriage dates are part of the marital history. Birth expectations as well as dates of birth for all the householder's children, in the household or elsewhere, are recorded in the fertility history. Migration history data supplies information on birth history of the householder's parents, number of times moved, and moving expenses. Household relationships lists the exact relationships among persons living in the household. Part 49, Wave IX Rectangular Core and Topical Module Research File, includes data on annual income, retirement accounts, taxes, school enrollment, and financing. This topical module research file has not been edited nor imputed, but has 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)

The Household Income and Expenditure Survey (HIES) is a field operation which consists of collecting information in the households based on face to face interview.

The questions asked to the households are related to living standard conditions, expenditures, purchases, incomes.... It is the only survey conducted at a national level which deals with households habits in terms of expenditure and income. As the private and public sector, households represent an economic and social actor of the country which needed to be known.

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 the Solomon Islands. 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 the Solomon Islands.

The previous HIES was conducted in 2005-2006, 7 years ago. All the indicators based on this survey need to be updated now. a) In the CPI, new items have appeared on the market since 2005, and the purchases habits / consumption habits of the household has changed b) The poverty assessment of the country has to be updated as well, based on the household living condition in 2012 (job opportunities have changed, income, education level...) c) In terms of national account, this survey will provide aggregates of 2012 household consumption.

This survey will highlight the level of expenditure and income of the households, situation with employment, equipment, assets of the households, education and health information, source of income and remittances... It will derive indicators that would provide Solomon Islands Government and their development partners with a core set of statistics to facilitate evidence-based policy development and planning, to monitor development progress and measure policy performance, and ultimately to describe development impact.

Version 01: Cleaned, labelled and anonymized version of the Master file.

• HOUSEHOLD: dwelling characteristics, source of water, energy, cooking fuel, commodities owned, expenditure, income;

• INDIVIDUAL: demographic characteristics, economic activity, education, health, expenditure, income.

• Collection start: 2012

• Collection end: 2013

Abstract

South Africa's first Living Conditions Survey (LCS) was conducted by Statistics South Africa over a period of one year between 13 October 2014 and 25 October 2015. The main aim of this survey is to provide data that will contribute to a better understanding of living conditions and poverty in South Africa for monitoring levels of poverty over time. Data was collected from 27 527 households across the country. The survey used a combination of the diary and recall methods. Households were asked to record their daily acquisitions in diaries provided by Statistics SA for a period of a month. The survey also employed a household questionnaire to collect data on household expenditure, subjective poverty, and income.

Geographic coverage

National coverage

Analysis unit

Households and individuals

Universe

The sample for the survey included all domestic households, holiday homes and all households in workers' residences, such as mining hostels and dormitories for workers, but excludes institutions such as hospitals, prisons, old-age homes, student hostels, and dormitories for scholars, boarding houses, hotels, lodges and guesthouses.

Kind of data

Sample survey data [ssd]

Sampling procedure

The Living Conditions Survey 2014-2015 sample was based on the LCS 2008-2009 master sample of 3 080 PSUs. However, there were 40 PSUs with no DU sample, thus the sample of 30 818 DUs was selected from only 3 040 PSUs. Amongst the PSUs with no DU sample, 25 PSUs were non-respondent because 19 PSUs were not captured on the dwelling frame, and 6 PSUs had an insufficient DU count. The remaining 15 PSUs were vacant and therefore out-of-scope. Among the PSUs with a DU sample, 2 974 PSUs were respondent, 50 PSUs were non-respondent and 16 PSUs were out-of-scope. The scope of the Master Sample (MS) is national coverage of all households in South Africa. It was designed to cover all households living in private dwelling units and workers living in workers' quarters in the country.

Mode of data collection

Face-to-face [f2f]

Research instrument

The Living Conditions Survey 2014-2015 used three data collection instruments, namely a household questionnaire, a weekly diary, and the summary questionnaire. The household questionnaire was a booklet of questions administered to respondents during the course of the survey month. The weekly diary was a booklet that was left with the responding household to track all acquisitions made by the household during the survey month. The household (after being trained by the Interviewer) was responsible for recording all their daily acquisitions, as well as information about where they purchased the item and the purpose of the item. A household completed a different diary for each of the four weeks of the survey month. Interviewers then assigned codes for the classification of individual consumption according to purpose (COICOP) to items recorded in the weekly diary, using a code list provided to them.

Data appraisal

Anthropometric data collected during the survey are not included in the dataset.

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.

Abstract

The General Household Survey-Panel (GHS-Panel) is implemented in collaboration with the World Bank Living Standards Measurement Study (LSMS) team as part of the Integrated Surveys on Agriculture (ISA) program. The objectives of the GHS-Panel include the development of an innovative model for collecting agricultural data, interinstitutional collaboration, and comprehensive analysis of welfare indicators and socio-economic characteristics. The GHS-Panel is a nationally representative survey of approximately 5,000 households, which are also representative of the six geopolitical zones. The 2023/24 GHS-Panel is the fifth round of the survey with prior rounds conducted in 2010/11, 2012/13, 2015/16 and 2018/19. The GHS-Panel households were visited twice: during post-planting period (July - September 2023) and during post-harvest period (January - March 2024).

Geographic coverage

National

Analysis unit

• Households • Individuals • Agricultural plots • Communities

Universe

The survey covered all de jure households excluding prisons, hospitals, military barracks, and school dormitories.

Kind of data

Sample survey data [ssd]

Sampling procedure

The original GHS‑Panel sample was fully integrated with the 2010 GHS sample. The GHS sample consisted of 60 Primary Sampling Units (PSUs) or Enumeration Areas (EAs), chosen from each of the 37 states in Nigeria. This resulted in a total of 2,220 EAs nationally. Each EA contributed 10 households to the GHS sample, resulting in a sample size of 22,200 households. Out of these 22,200 households, 5,000 households from 500 EAs were selected for the panel component, and 4,916 households completed their interviews in the first wave.

After nearly a decade of visiting the same households, a partial refresh of the GHS‑Panel sample was implemented in Wave 4 and maintained for Wave 5. The refresh was conducted to maintain the integrity and representativeness of the sample. The refresh EAs were selected from the same sampling frame as the original GHS‑Panel sample in 2010. A listing of households was conducted in the 360 EAs, and 10 households were randomly selected in each EA, resulting in a total refresh sample of approximately 3,600 households.

In addition to these 3,600 refresh households, a subsample of the original 5,000 GHS‑Panel households from 2010 were selected to be included in the new sample. This “long panel” sample of 1,590 households was designed to be nationally representative to enable continued longitudinal analysis for the sample going back to 2010. The long panel sample consisted of 159 EAs systematically selected across Nigeria’s six geopolitical zones.

The combined sample of refresh and long panel EAs in Wave 5 that were eligible for inclusion consisted of 518 EAs based on the EAs selected in Wave 4. The combined sample generally maintains both the national and zonal representativeness of the original GHS‑Panel sample.

Sampling deviation

Although 518 EAs were identified for the post-planting visit, conflict events prevented interviewers from visiting eight EAs in the North West zone of the country. The EAs were located in the states of Zamfara, Katsina, Kebbi and Sokoto. Therefore, the final number of EAs visited both post-planting and post-harvest comprised 157 long panel EAs and 354 refresh EAs. The combined sample is also roughly equally distributed across the six geopolitical zones.

Mode of data collection

Computer Assisted Personal Interview [capi]

Research instrument

The GHS-Panel Wave 5 consisted of three questionnaires for each of the two visits. The Household Questionnaire was administered to all households in the sample. The Agriculture Questionnaire was administered to all households engaged in agricultural activities such as crop farming, livestock rearing, and other agricultural and related activities. The Community Questionnaire was administered to the community to collect information on the socio-economic indicators of the enumeration areas where the sample households reside.

GHS-Panel Household Questionnaire: The Household Questionnaire provided information on demographics; education; health; labour; childcare; early child development; food and non-food expenditure; household nonfarm enterprises; food security and shocks; safety nets; housing conditions; assets; information and communication technology; economic shocks; and other sources of household income. Household location was geo-referenced in order to be able to later link the GHS-Panel data to other available geographic data sets (forthcoming).

GHS-Panel Agriculture Questionnaire: The Agriculture Questionnaire solicited information on land ownership and use; farm labour; inputs use; GPS land area measurement and coordinates of household plots; agricultural capital; irrigation; crop harvest and utilization; animal holdings and costs; household fishing activities; and digital farming information. Some information is collected at the crop level to allow for detailed analysis for individual crops.

GHS-Panel Community Questionnaire: The Community Questionnaire solicited information on access to infrastructure and transportation; community organizations; resource management; changes in the community; key events; community needs, actions, and achievements; social norms; and local retail price information.

The Household Questionnaire was slightly different for the two visits. Some information was collected only in the post-planting visit, some only in the post-harvest visit, and some in both visits.

The Agriculture Questionnaire collected different information during each visit, but for the same plots and crops.

The Community Questionnaire collected prices during both visits, and different community level information during the two visits.

Cleaning operations

CAPI: Wave five exercise was conducted using Computer Assisted Person Interview (CAPI) techniques. All the questionnaires (household, agriculture, and community questionnaires) were implemented in both the post-planting and post-harvest visits of Wave 5 using the CAPI software, Survey Solutions. The Survey Solutions software was developed and maintained by the Living Standards Measurement Unit within the Development Economics Data Group (DECDG) at the World Bank. Each enumerator was given a tablet which they used to conduct the interviews. Overall, implementation of survey using Survey Solutions CAPI was highly successful, as it allowed for timely availability of the data from completed interviews.

DATA COMMUNICATION SYSTEM: The data communication system used in Wave 5 was highly automated. Each field team was given a mobile modem which allowed for internet connectivity and daily synchronization of their tablets. This ensured that head office in Abuja had access to the data in real-time. Once the interview was completed and uploaded to the server, the data was first reviewed by the Data Editors. The data was also downloaded from the server, and Stata dofile was run on the downloaded data to check for additional errors that were not captured by the Survey Solutions application. An excel error file was generated following the running of the Stata dofile on the raw dataset. Information contained in the excel error files were then communicated back to respective field interviewers for their action. This monitoring activity was done on a daily basis throughout the duration of the survey, both in the post-planting and post-harvest.

DATA CLEANING: The data cleaning process was done in three main stages. The first stage was to ensure proper quality control during the fieldwork. This was achieved in part by incorporating validation and consistency checks into the Survey Solutions application used for the data collection and designed to highlight many of the errors that occurred during the fieldwork.

The second stage cleaning involved the use of Data Editors and Data Assistants (Headquarters in Survey Solutions). As indicated above, once the interview is completed and uploaded to the server, the Data Editors review completed interview for inconsistencies and extreme values. Depending on the outcome, they can either approve or reject the case. If rejected, the case goes back to the respective interviewer’s tablet upon synchronization. Special care was taken to see that the households included in the data matched with the selected sample and where there were differences, these were properly assessed and documented. The agriculture data were also checked to ensure that the plots identified in the main sections merged with the plot information identified in the other sections. Additional errors observed were compiled into error reports that were regularly sent to the teams. These errors were then corrected based on re-visits to the household on the instruction of the supervisor. The data that had gone through this first stage of cleaning was then approved by the Data Editor. After the Data Editor’s approval of the interview on Survey Solutions server, the Headquarters also reviews and depending on the outcome, can either reject or approve.

The third stage of cleaning involved a comprehensive review of the final raw data following the first and second stage cleaning. Every variable was examined individually for (1) consistency with other sections and variables, (2) out of range responses, and (3) outliers. However, special care was taken to avoid making strong assumptions when resolving potential errors. Some minor errors remain in the data where the diagnosis and/or solution were unclear to the data cleaning team.

Response