Abstract

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

Geographic coverage

National coverage: whole island was covered for the survey.

Analysis unit

• Household;
• Individual.

Universe

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

Kind of data

Sample survey data [ssd]

Sampling procedure

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

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

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

Sampling deviation

No deviations from the sample design took place.

Mode of data collection

Face-to-face [f2f]

Research instrument

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

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

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

All questionnaires are provided as External Resources.

Cleaning operations

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

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

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

Response rate

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

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

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

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

Sampling error estimates

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

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

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

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

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

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

Data appraisal

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

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

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

Abstract

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

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

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

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

Geographic coverage

National coverage.

Analysis unit

Households and Individuals.

Universe

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

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

Kind of data

Sample survey data [ssd]

Sampling procedure

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

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

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

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

Mode of data collection

Face-to-face [f2f]

Research instrument

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

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

Cleaning operations

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

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

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

Response rate

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

Sampling error estimates

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

Abstract

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

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

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

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

Geographic coverage

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

Analysis unit

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

Universe

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

Kind of data

Sample survey data [ssd]

Sampling procedure

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

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

Mode of data collection

Face-to-face [f2f]

Research instrument

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

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

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

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

Cleaning operations

----> Raw Data

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

Abstract

THE 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.

The STAMINA study examined the nutritional risks of low-income peri-urban mothers, infants and young children (IYC), and households in Peru during the COVID-19 pandemic. The study was designed to capture information through three, repeated cross-sectional surveys at approximately 6 month intervals over an 18 month period, starting in December 2020. The surveys were carried out by telephone in November-December 2020, July-August 2021 and in February-April 2022. The third survey took place over a longer period to allow for a household visit after the telephone interview.The study areas were Manchay (Lima) and Huánuco district in the Andean highlands (~ 1900m above sea level).In each study area, we purposively selected the principal health centre and one subsidiary health centre. Peri-urban communities under the jurisdiction of these health centres were then selected to participate. Systematic random sampling was employed with quotas for IYC age (6-11, 12-17 and 18-23 months) to recruit a target sample of 250 mother-infant pairs for each survey.Data collected included: household socio-demographic characteristics; infant and young child feeding practices (IYCF), child and maternal qualitative 24-hour dietary recalls/7 day food frequency questionnaires, household food insecurity experience measured using the validated Food Insecurity Experience Scale (FIES) survey module (Cafiero, Viviani, & Nord, 2018), and maternal mental health. In addition, questions that assessed the impact of COVID-19 on households including changes in employment status, adaptations to finance, sources of financial support, household food insecurity experience as well as access to, and uptake of, well-child clinics and vaccination health services were included.This folder includes the questionnaire for survey 1 in both English and Spanish languages.The corresponding dataset and dictionary of variables for survey 1 are available at 10.17028/rd.lboro.18785666.

Abstract

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

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

Geographic coverage

National

Analysis unit

• Household
• Person
• Expenditure Commodity

Universe

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

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

Kind of data

Sample survey data [ssd]

Sampling procedure

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

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

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

Sampling deviation

No deviations from the sample design took place.

Mode of data collection

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

Research instrument

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

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

Information collected in the four schedules covered the following:

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

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

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

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

Cleaning operations

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

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

Response rate

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

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

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

Sampling error estimates

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

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

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

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

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

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

Data appraisal

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

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

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

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

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

This data collection 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.

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

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

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

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

The longitudinal database 2008-2011 is documented here.

Geographic coverage

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

Universe

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

Kind of data

Sample survey data [ssd]

Sampling procedure

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

Sampling unit: Household.

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

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

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

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

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

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

Mode of data collection

Computer Assisted Personal Interview [capi]

Research instrument

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

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

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

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

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

Abstract

The Household Integrated Survey (HIS) in Georgia is conducted regularly from 1996 and has served to assess the level of consumption-based poverty since then. The HIS represents quarterly panel data. The survey covers 13,404 households over the year. Each month 1/12 of the sample is refreshed (about 228 households are changed in 25 census units).

Geographic coverage

National coverage

Universe

The survey covered all household members excluding persons fully supported by the state, for example persons staying in homes for the elderly and the disabled, children in public care institutions, prisoners and etc.

Kind of data

Sample survey data [ssd]

Sampling procedure

The Household Survey consists in quarterly interviewing households in Tbilisi and 9 Regions of Georgia: 1. Kakheti; 2. Tbilisi; 3. Shida Kartli, including Mtskheta-Mtianeti1; 4. Kvemo Kartli; 5. Mtskheta-Mtianeti; 6. Samtskhe-Javakheti; 7. Adjara; 8. Guria; 9. Samegrelo; 10. Imereti, including Racha-Lechkhumi and Kvemo Svaneti.

The sampling frame of households covers non-institutional part of the population. Those households are subject of observation which live at the sampled addresses. The sample size was selected so that various parameters could be estimated with satisfactory statistical precision not only on the level of the whole country but also on the level of the above listed regions.

Mode of data collection

Face-to-face [f2f]

Research instrument

Household Integrated Survey questionnaire consists of 8 sections:

• Shinda 01: General information about living conditions, housing, durables, etc. This section remained unchanged since the household survey was introduced in 1996.

• Shinda 02: Household composition. This section also remained unchanged since the survey inception.

• Shinda 03: Diary expenditure form. This section includes all diary expenditures during one week and it is filled out four times during the households' period of survey.

• Shinda 04: Quarterly expenditures and agricultural activity form. This section covers quarterly expenditures on durables, energy supplies, health care, education, and other services. The questionnaire also collects information about harvest and processing of agricultural products produced by the household, sale and income from selling these products. The questionnaire is filled out four times, simultaneously with diary expenditures form. This section also features “reminder questions”, which help households remember their expenditures.

• Shinda 05: Information about public and private transfers, as well as on changes in household financial and demographic conditions is collected in the section. The substance of the questions was not changed; however their phrasing was adjusted to make them more understandable for respondents.

• Shinda 05-1: Includes information on employment and incomes from employment of adult household members.

• Shinda 07: Refusal form. This section covers information on non-response or non-eligibility. This form helps correct the weights before data processing.

• Shinda 09: Monitoring of Poverty in Georgia.

NOTE: "Shinda" - Georgian abbreviation for "Observation of Households".

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.

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 etc. were addressed to new respondents. In the case of respondents who had already participated in the panel, a combined contact and main interview was conducted by telephone, after which a self-enumerated questionnaire was sent out to each respondent by mail. The panel sample also included young people in panel households who were born in 1973 or 1974 as well as certain new household members who had not previously been interviewed. These individuals, like new respondents, were not interviewed by telephone until they had been interviewed personally. Thus technically they were treated in the same manner as individuals in the supplementary sample. The new supplementary sample was first contacted by telephone and then given a fairly lengthy personal interview, at the conclusion of which each respondent was asked to fill out a written questionnaire. In this respect the survey design for the nonresponse sample was the same as for the supplementary sample. The nonresponse sample also included young people born in 1973 or 1974 as well as certain new household members. The time-use interviews were conducted by telephone. For each respondent two days were chosen at random from the period from February 15, 1993 to February 14, 1994 and the respondents were interviewed about their time use during those two days. If possible, the time-use interviews were preceded by the other parts of the survey, but this was not always feasible. In each household the household head and spouse/partner were interviewed, as well as an additional person in certain households. Questions regarding the household as a whole were asked of only one person in the household, preferably the household head. As in earlier surveys, data from the interviews was subsequently supplemented by registry data, but only for those respondents who had given their express consent. There is registry information for 75-80 percent of the sample. The telephone interview is divided into following sections: administrative data; labor market experience; employment; job-seekers; not in labor force; education; family composition; child care; health status; other household members; housing conditions; vacation homes; and cars and boats. The questionnaire was divided into twelve sections: sale of previous home; acquisition of current home; construction costs for building a home; house value and loans; repairs; insurance; home-related expenses; sale of previous home; assets; household income; taxes; and respondent income 1992. The 1996 telephone interview is divided into following sections: administrative data; labor market experience; employment; job-seekers; not in labor force; education; family composition; child care; health status; other household members; housing conditions; vacation homes; cars and boats; and environment. The questionnaire was divided into twelve sections: sale of previous home; acquisition of current home; construction costs for building a home; house value and loans; repairs; insurance; home-related expenses; sale of previous home; assets; household income; taxes; and respondent income 1995. The 1998 telephone interview is divided into following sections: administrative data; labor market experience; employment; job-seekers; not in labor force; education; family composition; child care; health status; other household members; housing conditions; vacation homes; cars and boats; and municipal service. The questionnaire was divided into nine sections: sale of previous home; house value and loans; insurance; home-related expenses; assets; household income; inheritances and gifts; black-market work; and respondent income 1997.

Abstract

The Jamaica Survey of Living Conditions (JSLC) was implemented to establish baseline measures of household welfare and then to monitor the impact of Jamaica's Human Resources Development Program on health, education and nutrition. The JSLC differs from other LSMS surveys in its relatively narrow focus and greater emphasis on immediate policy impact.The JSLC is linked to the ongoing quarterly Labor Force Survey (LFS). The households are visited once for the standard LFS. Then a subset of households are revisited about a month later for the SLC.

Geographic coverage

National

Analysis unit

• Households
• Individuals

Kind of data

Sample survey data [ssd]

Sampling procedure

The sample design used for the JSLC was derived from the Labor Force Survey. The LFS sampling strategy is a two stage stratified process designed to select approximately one and a half percent of the dwellings in Jamaica. In the first stage, enumeration districts are selected from a geographic frame. In the second, households are selected from the frame of dwellings in the enumeration district. The sample is self-weighted, that is each household in Jamaica is equally likely to be included in the survey sample. From 1988 through 2000, there have been four versions of the LFS sample design which have been used as the basis of the JSLC sample.

Mode of data collection

Face-to-face [f2f]

Research instrument

Unlike many LSMS surveys, the JSLC does not include price and community questionnaires. Because Jamaica is small and has a good transport network, regional price variation was expected to be small and, for this reason, price data were not collected. Much of the distance to, and availability of, services and infrastructure that is usually gathered in the LSMS community questionnaire is collected in the JSLC’s household, health services and school questionnaires described below.

Core Questionnaire : For each round of the JSLC, the household questionnaire has included modules covering health, education, anthropometric measurements for all children less than five years old, daily expenses, consumption expenditures, non-consumption expenditures, food expenses, consumption of home production, housing, an inventory of durable goods, other household income, and food stamps. Employment and job search information for all adults age 14 or older is available from the Labor Force Survey. The JSLC household questionnaire was completed in one interview approximately one month after the Labor Force Survey. The JSLC questionnaire has undergone substantial revision since 1988, reflecting accumulated experience and changing demands for data. For example, the food stamps and other income modules were added after the 1988 survey, in which these subjects were addressed only briefly in the housing module.

Cleaning operations

Data entry is done in The Surveys and Computer Systems Divisions in the Statistical Institute of Jamaica (STATIN) by its own data entry operators. The cleaning process (after the questionnaires have left the field) has been standardized since 1989-2. Before data entry, the questionnaires are edited and coded, where necessary, by the Editors-Coders at STATIN. The number of questions that require coding in the office is intentionally kept very low. Clerical errors are removed, where possible, and checks are made for consistency using the data entry program. The area classification is then checked using a computer program.

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 HICE survey basically reflect the income dimension of poverty while WM survey aims at providing socioeconomic data that reflect the non-income dimension of poverty. The HICE survey provides statistics on income, consumption and expenditure of households and WM survey provides basic indicators on the various socioeconomic areas including health, education, nutrition, access to and utilization and satisfaction of basic facilities/services and related non-income aspects of poverty. The HICE survey has been conducted together with the WM survey every four-five years since 1995/96. The latest of these HICE surveys is for 2004/5 and covered a representative sample of 21,600 households. Previous HICE were similarly representative, covered 11,928 and 17,332 households for 1995/96 and 1999/00, respectively.

Unlike the previous two HICE surveys that had been conducted in 1995/96 and 1999/00, in the 2004/05 HICE survey data on Household Consumption Expenditure and Household Income were collected independently using separate modules. However, this statistical report concentrates only on the household consumption expenditure part.

The core objective of the HICE survey is to provide data that enable to understand the income aspects of poverty and the major objectives are to: - assess the level, extent and distribution of income dimension of poverty; - provide data on the levels, distribution and pattern of household expenditure that will be used for analysis of changes in the households' living standard level over time in various socio-economic groups and geographical areas; - provide basic data that enables to design, monitor and evaluate the impact of socio- economic policies and programs on households/individuals living standard; - furnish series of data for assessing poverty situations, in general, and food security, in particular; - provide data for compiling household accounts in the system of national accounts, especially in the estimation of private consumption expenditure; and - obtain weights and other useful information for the construction of consumer price indices at various levels and geographical areas.

Geographic coverage

The 2004/05 HICE Sample Survey covered all rural and urban parts of the country except all zones of Gambella Region, and the non-sedentary population of three zones of Afar and six zones of Somali regions.

Analysis unit

• Households
• Individuals
• Consumption expenditure commodities/ services

Universe

The survey covered all households in the selected sample areas excluding residents of collective quarters, homeless persons and foreigners.

Kind of data

Sample survey data [ssd]

Sampling procedure

The list of households obtained from the 2001/2 Ethiopian Agricultural Sample Enumeration (EASE) was used as a frame to select EAs from the rural part of the country. On the other hand, the list consisting of households by EA, which was obtained from the 2004 Ethiopian Urban Economic Establishment Census, (EUEEC), was used as a frame in order to select sample enumeration areas for the urban HICE survey. A fresh list of households from each urban and rural EA was prepared at the beginning of the survey period. This list was, thus, used as a frame in order to select households from sample EAs.

Sample Design For the purpose of the survey the country was divided into three broad categories. That is; rural, major urban center and other urban center gories.

Category I: Rural: - This category consists of the rural areas of eight regional states and two administrative councils (Addis Ababa and Dire Dawa) of the country, except Gambella region. Each region was considered to be a domain (Reporting Level) for which major findings of the survey are reported. This category comprises 10 reporting levels. A stratified two-stage cluster sample design was used to select samples in which the primary sampling units (PSUs) were EAs. Twelve households per sample EA were selected as a Second Stage Sampling Unit (SSU) to which the survey questionnaire were administered.

Category II:- Major urban centers:- In this category all regional capitals (except Gambella region) and four additional urban centers having higher population sizes as compared to other urban centers were included. Each urban center in this category was considered as a reporting level. However, each sub-city of Addis Ababa was considered to be a domain (reporting levels). Since there is a high variation in the standards of living of the residents of these urban centers (that may have a significant impact on the final results of the survey), each urban center was further stratified into the following three sub-strata.

Sub-stratum 1:- Households having a relatively high standards of living Sub-stratum 2:- Households having a relatively medium standards of living and Sub-stratum 3:- Households having a relatively low standards of living.

The category has a total of 14 reporting levels. A stratified two-stage cluster sample design was also adopted in this instance. The primary sampling units were EAs of each urban center. Allocation of sample EAs of a reporting level among the above mentioned strata were accomplished in proportion to the number of EAs each stratum consists of. Sixteen households from each sample EA were finally selected as a Secondary Sampling Unit (SSU).

Category III: - Other urban centers: - Urban centers in the country other than those under category II were grouped into this category. Excluding Gambella region a domain of “other urban centers” is formed for each region. Consequently, 7 reporting levels were formed in this category. Harari, Addis Ababa and Dire Dawa do not have urban centers other than that grouped in category II. Hence, no domain was formed for these regions under this category.

Unlike the above two categories a stratified three-stage cluster sample design was adopted to select samples from this category. The primary sampling units were urban centers and the second stage sampling units were EAs. Sixteen households from each EA were lastly selected at the third stage and the survey questionnaires administered for all of them.

Sample Size and Selection Scheme Category I: - Totally 797 EAs and 9,564 households were selected from this category. Sample EAs of each reporting level were selected using Probability Proportional to Size (PPS) with systematic sampling technique; size being number of households obtained from the 2001/2 Ethiopian Agricultural Sample Enumeration. From the fresh list of households prepared at the beginning of the survey 12 households per EA were systematically selected and surveyed.

Category II: - In this category 485 EAs and 7,760 households were selected. Sample EAs from each reporting level in this category were also selected using probability proportional to size with systematic sampling method; size being number of households obtained from the 2004 EUEEC. From the fresh list of households prepared at the beginning of the survey 16 households per EA were systematically selected and covered by the survey.

Category III:-127 urban centers, 275 EAs and 4,400 households were selected in this category. Urban centers from each domain and EAs from each urban center were selected using probability proportional to size with systematic sampling method; size being number of households obtained from the 2004 EUEEC. From the listing of each EA 16 households were systematically selected and the survey was carried out on the 16 ultimately selected households.

Including region rural, region urban and country domains, totally 61 reporting levels (including the 10 sub-cities of Addis Ababa) were formed. For the overall distribution of planned and covered EAs and households see Annex I of the 2004-2005 Household Income, Consumption and Expenditure Survey (HICE).

Mode of data collection

Face-to-face [f2f]

Research instrument

The Household Income, Consumption and Expenditure Survey questionnaire contains the following forms: - Form 1: Area Identification and Household Characteristics - Form 2A: Quantity and value of weekly consumption of food and drinks consumed at home and tobacco/including quantity purchased, own produced, obtained, etc for first and second week.
- Form 2B: Quantity and value of weekly consumption of food and drinks consumed at home and tobacco/including quantity purchased, own produced, obtained, etc for third and fourth week .
- Form 3A: All transaction (income, expenditure and consumption) for the first and second weeks except what is collected in Forms 2A and 2B - Form 3B: All transaction (income, expenditure and consumption) for the third and fourth weeks except what is collected in Forms 2A and 2B - Form 4: All transaction (expenditure and consumption) for last 6 months for Household expenditure on some selected item groups
- Form 5: Cash income and receipts received by household and type of tenure.

Cleaning operations

Data Editing, Coding and Capturing:
The first step of data processing activities was the training of 40 data editors/ coders and 20 supervisors by subject matter department staff members for the first round survey data. The data capturing (data entry) operation was carriedout using about 60 computers and as many data encoders. Similarly, the data processing activities of the second round survey were undertaken by about 60 editors/coders and 25 verifiers for about 85 days. Data entry operation took about 60 days using 125 computers and as many data encoders.

Data validation and cleaning activity was carried out by subject matter specialists and data processing programmers. The data cleaning and validity

Abstract

The Household Income and Expenditure Survey (HIES) is conducted by National Bureau of Statistics (NBS) with the most recent HIES conducted in 2016. In HIES 2016, 330 enumeration blocks were randomly selected from all 20 administrative Atolls and Male' with a sample of 4,985 households. HIES 2016 is the first such survey where the sample was designed in such a way that the results are representative at the level of each Atoll in addition to Male'. The survey was conducted in 172 administrative islands (excluding Male') in the country at the time. The high coverage of the islands and the resulting travel costs increased the total cost.

The first nationwide HIES conducted in 2002-2003 covered 834 households from the capital Male' and 40 islands randomly selected from all the Atolls. And the second national wide HIES was conducted in 2009-2010 covered 600 households from the capital Male' and 1,460 households from the islands randomly selected from all the Atolls.

NBS plans to conduct a nationwide HIES every 5 years in the future. Due to extensive revisions in the design of the survey instrument, results on poverty are not comparable to previous years.

Geographic coverage

The geographic domains of analysis for the HIES are the 21 atolls of the Maldives, as well as the national level. There is also interest in obtaining HIES results at the national level for the following administrative island size groups: (1) less than 500 population; (2) 501 to 1000 population; (3) 1001 to 2000 population; and (4) greater than 2000 population. Data were not collected in resort and industrial islands.

Analysis unit

household and individual

Kind of data

Sample survey data [ssd]

Sampling procedure

The sampling frame for the HIES 2016 is based on the summary data and cartography from the 2014 Maldives Population and Housing Census. The survey covers all of the household-based population in the administrative islands of each atoll of the Maldives, but excluded the institutional population (for example, persons in prisons, hospitals, military barracks and school dormitories).

A stratified two-stage sample design is used for the HIES. The primary sampling units (PSUs) selected at the first stage for the administrative islands are the enumeration blocks (EBs), which are small operational areas defined on maps for the 2014 Census enumeration. The average number of households per EB is 65.

Sampling deviation

Data were not collected in resort and industrial islands

Mode of data collection

Face-to-face [f2f]

Research instrument

The questionnaire was developed by the National Bureau of Statistics (NBS) in consultation with the World Bank (WB), International Labour Organization (ILO) and United National Economic and Social Commission for Asia and the Pacific (UNESCAP). Several meetings were conducted to discuss the HIES questionnaire during 2015, beginning with a data users workshop held on 22 April 2015. After conducting several pretests (K.Gulhu, K. Dhiffushi, K.Himmafushi, and Male') during the period June 2015 to January 2016, the questionnaire was finalized in January 2016.

In order to accommodate important data requirements of other government agencies, meetings were held with relevant personnel. In this regard focused discussions were held with Ministry of Tourism to incorporate the domes??c tourism into the HIES Questionnaire. Similarly, meetings were held with Ministry of Health to formulate the questions to capture details of health expenditure required to compile National Health Accounts.

During the HIES questionnaire design, International Labour Organization (ILO) provided the technical guidance in the development of Labour Force module, which was newly introduced in HIES 2016 according to the most recent ILO guidelines. World Bank (WB) provided the technical guidance to improve the methodology to better capture the poverty aspects, with a special focus on including questions relevant to capture the ownership of durable goods and their user value, capture food consumption and food away by a newly introduction food consumption module, and to better capturing the rental value of owner occupied housing. Technical experts from World Bank were involved in some of the pretests and during the questionnaire finalization process. United Nations Economic and Social Commission for Asia and the Pacific (UNESCAP), Statistics advisor provided overall technical guidance in development of the questionnaire, during the data users workshop and participated in initial pretests. This work was led by the technical team of NBS.

Cleaning operations

As the survey was on hold during the Ramadan period, the manual editing and coding of the 3 batch of the forms was carried out during Ramadan period. The coding of data started during June 2016 and was able to complete by the end of July 2016 using 10 coders who also worked as data collection officers in the survey. In order to reduce the coding errors and also to maintain consistency, 4 staff from the NBS was assigned as supervisors during the coding operation.

Coding of the second batch of the questionnaires started during December 2016 using 6 coders and additional staff from NBS were actively involved in the coding.

The classification used to code industry was International Standard Industrial Classification of all Economic Activities (ISIC) Rev. 4 and to code occupation, International Standard Classification of Occupation (ISCO) 08 was used. Classification of Individual Consumption According to purpose (COICOP), 2003 was used to give code for food and non-food items in the forms. COICOP codes were given at 7-digit level for food items and non-food items. Most of the COICOP was already pre-coded in the questionnaire and only few needed to be coded. Revision of the international Standard.

During the manual editing, all the questionnaires by household level were stamped together and assigned a serial number to the household which was provided by the data entry team. Form 4(Individual form) and Form 3 (Expenditure Unit form) information was verified with Form 2 (member listing form) information. Coders verified if all the members in Form 2 was recorded in Form 4. If the and sex was not filled in Form 4 (Individual form) than coders transferred this information from Form 2 to Form 4. In form 3 (expenditure unit form) if the expenditure unit number was missing this information also was transferred from form 2 to form 3. These checks were necessary to done before sending to data entry as Form 2 (member listing form) was decided not to enter. Classification of Education (ISCED) 39c/19, resolution 20 was used to identified the field of education. ISCED code was given at 4-digit level code with first two digits was from ISCED and last two digits was localized one code produced by the NBS to detail out the field of education. Atoll Island codes were the codes used in Census 2014. ISIC, ISCO and Atoll Island codes were in four-digit level.

Response rate

98.5% response rates for the number of sampled households

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 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 2015, is the twelfth 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.

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 2015 is a self-weighted two-stage stratified cluster sample. The main elements of the sampling design are described in the following.

1- Sample Size The sample size is around 25 thousand households. It was distributed between urban and rural with the percentages of 45% and 55%, respectively.

2- Cluster size The cluster size is 10 households in most governorates. It reached 20 households in Port-Said, Suez, Ismailiya, Damietta, Aswan and Frontier governorates, since the sample size in those governorates is smaller compared to others.

3- Sample allocation in different governorates 45% of the survey sample was allocated to urban areas (11260 households) and the other 55% was allocated to rural areas (13740 households). The sample was distributed on urban/rural areas in different governorates proportionally with the household size A sample size of a minimum of 1000 households was allocated to each governorate to ensure accuracy of poverty indicators. Therefore, the sample size was increased in Port-Said, Suez, Ismailiya, kafr el-Sheikh, Damietta, Bani Suef, Fayoum, Qena, Luxor and Aswan, by compensation from other governorates where the sample size exceeds a 1000 households. All Frontier governorates were considered as one governorate.

4- 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 2010 and its size reached more than 1 million 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.

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- 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 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 25 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 16 questions. - Household ownership of means of transportation, communication and domestic appliances. - Date of purchase, status at purchase, purchase value and

This is a longitudinal survey designed to provide detailed information on the economic situation of households and persons in the United States. These data examine the distribution of income, wealth, and poverty in American society and gauge the effects of federal and state programs on the well-being of families and individuals. There are three basic elements contained in the survey. The first is a control card that records basic social and demographic characteristics for each person in a household, as well as changes in such characteristics over the course of the interviewing period. The second element is the core portion of the questionnaire, with questions repeated at each interview on labor force activity, types and amounts of income, participation in various cash and noncash benefit programs, attendance in postsecondary schools, private health insurance coverage, public or subsidized rental housing, low-income energy assistance, and school breakfast and lunch participation. The third element consists of topical modules, which are a series of supplemental questions asked during selected household visits. Topical modules include some core data to help link individuals to the core files. Topical module data for the 1992 Panel cover the following topics: Topical Module 1 -- welfare and other aid recipiency and employment, Topical Module 2 -- work disability, education and training, marital status, migration, and fertility histories, Topical Module 3 -- extended measures of well-being, including consumer durables, living conditions, and basic needs, Topical Module 4 -- assets and liabilities, retirement expectations and pension plan coverage, real estate, property, and vehicles, Topical Module 5 -- school enrollment and financing, Topical Module 6 -- work schedules, child care, support for nonhousehold members, functional limitations and disabilities, utilization of health care services, and home-based self-employment and size of firm, Topical Module 7 -- selected financial assets, medical expenses and work disability, real estate, shelter costs, dependent care, and vehicles, Topical Module 8 -- school enrollment and financing, Topical Module 9 -- work schedule, child care, child support agreements, child support, support for nonhousehold members, functional limitations and disability, utilization of health care, functional limitations and disability of children, health status and utilization of health care services, and utilization of health care services for children. Parts 26 and 27 are the Wave 5 and Wave 8 Topical Module Microdata Research Files obtained from the Census Bureau. These two topical module files include data on annual income, retirement accounts and taxes, and school enrollment and financing. These topical module files have not been edited nor imputed, although they have been topcoded or bottomcoded and recoded if necessary by the Census Bureau to avoid disclosure of individual respondents' identities. (Source: downloaded from ICPSR 7/13/10)

Abstract

The main purpose of a HIES survey was to present high quality and representative national household data on income and expenditure in order to update Consumer Price Index (CPI), improve statistics on National Accounts and measure poverty within the country. These statistics are a requirement for evidence based policy-making in reducing poverty within the country and monitor progress in the national strategic plan "Te Kakeega 3".

The 2015-16 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. With great assitance from the Pacific Community (SPC) experts, the HIES was conducted over a period of 12 months in urban (Funafuti) and rural (4 outer islands) areas. From a total of 1,872 households on Tuvalu, an amount of 38 percent sample of all households in Tuvalu was selected to provide valid response.

Geographic coverage

National Coverage.

Analysis unit

Household and Individual.

Universe

The scope of the 2015/2016 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).

Kind of data

Sample survey data [ssd]

Sampling procedure

Out of the total 1,872 households (HHs) listed in 2015, a sample 706 households which is 38 percent of the the total households were succesfully interviewed for a response rate of 98%.

SAMPLING FRAME: The 2010 (Household Income and Expenditure Survey (HIES) sample was spread over 12 months rounds - one each quarter - and the specifications of the final responding households are summarised below: Tuvalu urban: Selected households: 259 = 217 responded; Tuvalu rural: Selected households: 346 = 324 responded.

In 2010, 605 HHs were selected and 541 sufficiently responded. The 2010 HIES provided solid estimates for expenditure aggregates at the national level (sampling error for national expenditure estimate is 3.1%).

Similarly to the 2010 HIES, private occupied dwellings were the statistical unit for the 2015/2016 HIES. Institutions and vacant dwellings were removed from the sampling frame. Some areas in Tuvalu are very difficult to reach due to the cost of transportation and the remoteness of some islands, which is why they are excluded from the sample selection. The following table presents the distribution of the HHs according to their location (main island or outer islands in each domain) based on the 2012 Population and Housing Census: -Urban - Funafuti: 845 (48%); -Rural - Nanumea: 115 (7%); -Rural - Nanumaga: 116 (7%); -Rural - Niutao: 123 (7%); -Rural - Nui: 138 (8%); -Rural - Vaitupu: 226 (13%); -Rural - Nukufetau: 124 (%); -Rural - Nukulaelae: 67 (%); -Rural - Niulakita: 7 (%); -TOTAL: 1761 (100%).

The 2012 Population and Household Census (PHC) wsa used to select the island to interview, and then in each selected island the HH listing was updated for selection. For budget and logistics reasons the islands of Nui, Nukufetau, Nukulaelae and Niukalita were excluded from the sample selection. In total 19% of the HHs were excluded from the selection but this decision should not affect the HIES outputs as those 19% show similar profile as other HHs who live in the outer islands. This exclusion will be take into consideration in the sampling weight computation in order to cover 100% of the outer island HHs.

SAMPLE SELECTION AND SAMPLE SIZE: A simple random selection was used in each of the selected island (HHs were selected directly from the sampling frame). Based on the findings from the 2010 Tuvalu HIES, the sample in Funafuti has been increased and the one in rural remains stable. Within each rural selected atolls, the allocation of the sample size is proportional to its size (baed on the 2012 population census). The table below shows the number of HHs to survey: Urban - Funafuti: 384; Rural - Vaitupu: 126; Rural - Nanumea: 63; Rural - Niutao: 84; Rural - Nanumaga: 63; TUVALU: 720.

The expected sample size has been increased by one third (361 HHs) with the aim of pre-empting the non contacted HHs (refusals, absence….). The 2015/2016 HIES adopted the standardized HIES methodology and survey instruments for the Pacific Islands region. This approach, developed by the Pacific Community (SPC), has resulted in proven survey forms being used for data collection. It involves collection of data over a 12-month period to account for seasonal changes in income and expenditure patterns, and to keep the field team to a smaller and more qualified group. Their implementation had the objective of producing consistent and high quality data.

Sampling deviation

For budget and logistics reasons the islands of Nui, Nukufetau, Nukulaelae and Niukalita were excluded from the sample selection. In total 19% of the HHs were excluded from the selection but this decision should not affect the HIES outputs as those 19% show similar profile as other HHs who live in the outer islands. This exclusion will be take into consideration in the sampling weight computation in order to cover 100% of the outer island HHs.

Mode of data collection

Face-to-face [f2f]

Research instrument

The survey contain 4 modules and 2 Diaries (1 diary for each of the two weeks that a household was enumerated). The purpose of a Diary is to record all the daily expenses and incomes of a Household as shown by its topics below; - DIARY
The Diary module contains questions such as "What did your Household buy Today (Food and Non-Food Items)?", "Payments for Services made Today", "Food, Non-Food and Services Received for Free", "Home-Produced Items Today", "Overflow Sheet for Items Bought This Week", "Overflow Sheet for Services Paid for This Week", "Overflow Sheet for Items Received for Free this Week", and an "Overflow Sheet for Home-Produced Items This Week".

The 4 modules are detailed below; - MODULE 1 - DEMOGRAPHIC INFORMATION The module contains individual demograhic questions on their Demographic Profiles, Labour Force status (Activities), Education status, Health status, Communication status and questions on "Household members that have left the household". - MODULE 2 - HOUSEHOLD EXPENDITURE The module contains household expenditure questions the housing characteristics, Housing tenure expenditures, Utilities and Communication, Land, Household goods and assets, Vehicles and accessories, Private Travel details, Household services expenditures, Cash contributions, Provisions of Financial support, Household asset insurance and taxes and questions on Personal insurance. - MODULE 3 - INDIVIDUAL EXPENDITURE This module contains individual expenditure questions on Education, Health, Clothing, Communication, Luxury Items, Alcohol, Kava and Tobacco, and Deprivation questions. - MODULE 4 - HOUSEHOLD & INDIVIDUAL INCOME
This module contains household and individual questions on their income, on topics such as Wages and Salary, Agricultural and Forestry Activities, Fishing, Gathering and Hunting Activities, Livestock and Aquaculture Activities, Handicraft/Home-processed Food Activities, Income from Non-subsistence Business, Property income, transfer income & other Receipts, and Remmitances and other Cash gifts.

Depending on the information being collected, a recall period (ranging from the last 7 days to the last 12 months) is applied to various sections of the questionnaire. The forms were completed by face-to-face interview, usually with the HH head providing most of the information, with other household (HH) members being interviewed when necessary. The interviews took place over a 2-week period such that the HH diary, which is completed by the HH on a daily basis for 2 weeks, can be monitored while the module interviews take place. The HH diary collects information on the HH's daily expenditure on goods and services; and the harvest, capture, collection or slaughter of primary produce (fruit, vegetables and animals) by intended purpose (home consumption, sale or to give away). The income and expenditure data from the modules and the diary are concatenated (ensuring that double counting does not occur), annualised, and extrapolated to form the income and expenditure aggregates presented herein.

Cleaning operations

The survey procedure and enumeration team structure allowed for in-round data entry, which gives the field staff the opportunity to correct the data by manual review and by using the entry system-generated error messages. This process was designed to improve data quality. The data entry system used system-controlled entry, interactive coding and validity and consistency checks. Despite the validity and consistency checks put in place, the data still required cleaning. The cleaning was a 2-stage process, which included manual cleaning while referencing the questionnaire, whereas the second stage involved computer-assisted code verification and, in some cases, imputation. Once the data were clean, verified and consistent, they were recoded to form a final aggregated database, consisting of: 1. Person level record - characteristics of every HH member, including activity