Household Income, Expenditure and Consumption Survey, HIECS 1999/2000
Egypt, 1999 - 2000
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Reference ID
EGY_HIECS_1999_HD_V2.0
Producer(s)
Economic Research Forum, Central Agency For Public Mobilization & Statistics
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Feb 19, 2014
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Oct 30, 2014
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Identification
Survey ID
EGY_HIECS_1999_HD_V2.0
Title
Household Income, Expenditure and Consumption Survey, HIECS 1999/2000
Country
| Name | Country code |
|---|---|
| Egypt | EGY |
Study type
Income/Expenditure/Household Survey [hh/ies]
Series information
The first survey of income and expenditure, planned to be pilot, was undertaken in 1955. It was planned and carried out by the Committee of Statistic in three villages of Giza governorate (4000 households) a sample of 750 households.
In 1958/59, the first national survey was conducted in all governorates of Egypt on a sample of 6373 households distributed between urban and rural areas with a percentage of 51.5% and 48.5% respectively. All sample households were observed for the entire survey period (12 month).
In 1964/65, the second survey was held on a sample of 13818 households allocated between urban and rural areas such as 67.6% for urban and 32.4%for rural households. With the aim of reducing the burden on surveyed households, the whole sample was divided into four sub-samples where households of each sub-sample were observed for only three consecutive months.
In 1974/75, the third survey was carried out on a sample of 11995 households allocated between urban and rural areas in a similar way as the second survey. Like the second survey, households were observed only for three successive months.
In 1981/82, the fourth survey was conducted on a sample of 17000 households distributed equally between urban and rural areas. A new observation methodology, combining fixed and changeable observation of surveyed households, has been applied. A sub-sample of 1000 households was observed all over the survey period (12 months) while the remaining 16000 households were observed on a changeable basis.
In 1990/91, the name of household budgetary survey changed to income, expenditure and consumption survey. Under the new name, the fifth survey was conducted on a sample of 15000 households distributed between urban and rural areas with the percentage of 60% for urban and 40% for rural, where observed households have been changing monthly.
In 1995/96, the sixth survey was conducted on a sample of 15090 households allocated between urban and rural areas such as 45.1% in urban and 54.9% in rural. The same observation scheme of the previous survey was applied, i.e., households were observed for one month only.
The current survey of the year 1999/2000, is the seventh survey, on which a new methodology was applied that counts on producing the survey outputs during a short period of time after the fieldwork is achieved. This was done through implementing different survey steps in parallel, where the data collected during one month was entered during the month after following all office editing, validation and checking procedures conducted on the collected data.
Annual data was collected during the last two months of the fieldwork, this survey was hence evaluated to be the best survey achieved using personal computers.
The survey was conducted on a sample of 48000 households (4000 household monthly) distributed between urban and rural areas with the percentage of 60% for urban and 40% for rural.(households were observed for one month only).
In 1958/59, the first national survey was conducted in all governorates of Egypt on a sample of 6373 households distributed between urban and rural areas with a percentage of 51.5% and 48.5% respectively. All sample households were observed for the entire survey period (12 month).
In 1964/65, the second survey was held on a sample of 13818 households allocated between urban and rural areas such as 67.6% for urban and 32.4%for rural households. With the aim of reducing the burden on surveyed households, the whole sample was divided into four sub-samples where households of each sub-sample were observed for only three consecutive months.
In 1974/75, the third survey was carried out on a sample of 11995 households allocated between urban and rural areas in a similar way as the second survey. Like the second survey, households were observed only for three successive months.
In 1981/82, the fourth survey was conducted on a sample of 17000 households distributed equally between urban and rural areas. A new observation methodology, combining fixed and changeable observation of surveyed households, has been applied. A sub-sample of 1000 households was observed all over the survey period (12 months) while the remaining 16000 households were observed on a changeable basis.
In 1990/91, the name of household budgetary survey changed to income, expenditure and consumption survey. Under the new name, the fifth survey was conducted on a sample of 15000 households distributed between urban and rural areas with the percentage of 60% for urban and 40% for rural, where observed households have been changing monthly.
In 1995/96, the sixth survey was conducted on a sample of 15090 households allocated between urban and rural areas such as 45.1% in urban and 54.9% in rural. The same observation scheme of the previous survey was applied, i.e., households were observed for one month only.
The current survey of the year 1999/2000, is the seventh survey, on which a new methodology was applied that counts on producing the survey outputs during a short period of time after the fieldwork is achieved. This was done through implementing different survey steps in parallel, where the data collected during one month was entered during the month after following all office editing, validation and checking procedures conducted on the collected data.
Annual data was collected during the last two months of the fieldwork, this survey was hence evaluated to be the best survey achieved using personal computers.
The survey was conducted on a sample of 48000 households (4000 household monthly) distributed between urban and rural areas with the percentage of 60% for urban and 40% for rural.(households were observed for one month only).
Abstract
<p style="border:solid thin black;"> 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) </p>
The Central Agency for Public Mobilization And Statistics (CAPMAS) is responsible for Implementation of statistics and data collection of various kinds, specializations, levels and performs many of the general censuses and economic surveys.
One of the key aims of CAPMAS is to complete unified and comprehensive statistical work to keep up with all developments in various aspects of life and unifying standards, concepts and definitions of statistical terms, development of comprehensive information system as a tool for planning and development in all fields
The Household Income, Expenditure and Consumption Survey (HIECS) is one important source to rely on for economic, social and demographic indicators, that are conducted every few years.
The HIECS 1999/2000 is the seventh Household Income, Expenditure and Consumption Survey that was carried out in 1999/2000, among a long series of similar surveys that started back in 1955.
The survey main objectives are:
- To estimate the quantities, values of commodities and services consumed by households during the survey period to estimate the current demand and determine the levels of consumption for commodities and services essential for national planning.
- To measure mean household and per-capita expenditure on different goods and services in urban and rural areas.
- To define mean household and per-capita income.
- To define percentage distribution of expenditure for various expenditure items used in compiling consumer price indices for different expenditure levels on urban and rural levels.
- To provide essential data to measure elasticity which reflects the percentage change in expenditure for various commodity and service groups against the percentage change in total expenditure for the purpose of predicting the levels of expenditure and consumption for different commodity and service items in urban and rural areas and different levels of total expenditure.
- To provide data essential for comparing change in expenditure against change in income to measure income elasticity of expenditure.
- To study the relationships between demographic, geographical, housing characteristics of households and their income and expenditure for commodities and services, in urban and rural areas.
- To provide data necessary for national accounts especially in compiling inputs and outputs tables, and commodity balances.
- To provide updated data on Income, Expenditure and Consumption estimates in 1999/2000 to serve planners, investors and researchers.
- To identify expenditure levels and patterns of population and consumers behavior in urban and rural areas.
- To identify per capita food consumption and its main components of calories, proteins and fats according to its sources and the levels of expenditure in both urban and rural areas.
- To identify the value of expenditure for food according to sources, either from household production or not, in addition to household expenditure for non food commodities and services.
- To identify distribution of households according to the possession of some appliances and equipments such as (cars, satellites, mobiles ...) in urban and rural areas.
- To identify the distribution of households according to the number of members, compared to the number of rooms occupied by the household.
- To provide the distribution of households by income categories, income sources and number of income earners.
- To provide the distribution of number of waged workers in the household by their income range, economic activity, sector and main occupation.
A committee consisting of Experts of the Central Agency for Public Mobilization and Statistics, Experts of the Ministry of Planning, Experts from NIB and Egyptian university professors, has been formed based on the decree number (28) for the year 1998 of the Minister of State for Planning and International Cooperation, to study and prepare Expenditure and Consumption Estimates Survey in the Arab Republic of Egypt and follow up on the implementation of the research procedures.
A timetable has been prepared for the implementation of every stage of this survey, which started in 01/04/1999. It was taken into account in this timetable the coordination between the work phases, so that these stages were conducted in parallel, where the coding and office audit would start immediately upon completion of the monthly data collection phase. Data for which forms are completed, coded and reviewed was entered on personal computers during the same month.
Specialized working groups were formed for each stage of the survey work and trained according to intensive training programs for each phase. Those stages were supervised by experts of the Central Agency for Public Mobilization and Statistics in the field of family research.
All collected data has been prepared on personal computers within the statistics division where 22 of the latest generations of devices were used, on which was installed the most updated software for data entry and validation.
The survey management prepared a report for essential commodities to indentify the minimum and maximum price for those goods during each month of the survey. This report was sent to the statistical offices in all governorates to be filled from their sources by auditors, supervisors and delivered to the survey management with all forms collected to be used during the central office audit stage.
The raw survey data provided by the Statistical Agency were cleaned and harmonized by the Economic Research Forum, in the context of a major project that started in 2009. During which extensive efforts have been exerted to acquire, clean, harmonize, preserve and disseminate micro data of existing household surveys in several Arab countries.
The Central Agency for Public Mobilization And Statistics (CAPMAS) is responsible for Implementation of statistics and data collection of various kinds, specializations, levels and performs many of the general censuses and economic surveys.
One of the key aims of CAPMAS is to complete unified and comprehensive statistical work to keep up with all developments in various aspects of life and unifying standards, concepts and definitions of statistical terms, development of comprehensive information system as a tool for planning and development in all fields
The Household Income, Expenditure and Consumption Survey (HIECS) is one important source to rely on for economic, social and demographic indicators, that are conducted every few years.
The HIECS 1999/2000 is the seventh Household Income, Expenditure and Consumption Survey that was carried out in 1999/2000, among a long series of similar surveys that started back in 1955.
The survey main objectives are:
- To estimate the quantities, values of commodities and services consumed by households during the survey period to estimate the current demand and determine the levels of consumption for commodities and services essential for national planning.
- To measure mean household and per-capita expenditure on different goods and services in urban and rural areas.
- To define mean household and per-capita income.
- To define percentage distribution of expenditure for various expenditure items used in compiling consumer price indices for different expenditure levels on urban and rural levels.
- To provide essential data to measure elasticity which reflects the percentage change in expenditure for various commodity and service groups against the percentage change in total expenditure for the purpose of predicting the levels of expenditure and consumption for different commodity and service items in urban and rural areas and different levels of total expenditure.
- To provide data essential for comparing change in expenditure against change in income to measure income elasticity of expenditure.
- To study the relationships between demographic, geographical, housing characteristics of households and their income and expenditure for commodities and services, in urban and rural areas.
- To provide data necessary for national accounts especially in compiling inputs and outputs tables, and commodity balances.
- To provide updated data on Income, Expenditure and Consumption estimates in 1999/2000 to serve planners, investors and researchers.
- To identify expenditure levels and patterns of population and consumers behavior in urban and rural areas.
- To identify per capita food consumption and its main components of calories, proteins and fats according to its sources and the levels of expenditure in both urban and rural areas.
- To identify the value of expenditure for food according to sources, either from household production or not, in addition to household expenditure for non food commodities and services.
- To identify distribution of households according to the possession of some appliances and equipments such as (cars, satellites, mobiles ...) in urban and rural areas.
- To identify the distribution of households according to the number of members, compared to the number of rooms occupied by the household.
- To provide the distribution of households by income categories, income sources and number of income earners.
- To provide the distribution of number of waged workers in the household by their income range, economic activity, sector and main occupation.
A committee consisting of Experts of the Central Agency for Public Mobilization and Statistics, Experts of the Ministry of Planning, Experts from NIB and Egyptian university professors, has been formed based on the decree number (28) for the year 1998 of the Minister of State for Planning and International Cooperation, to study and prepare Expenditure and Consumption Estimates Survey in the Arab Republic of Egypt and follow up on the implementation of the research procedures.
A timetable has been prepared for the implementation of every stage of this survey, which started in 01/04/1999. It was taken into account in this timetable the coordination between the work phases, so that these stages were conducted in parallel, where the coding and office audit would start immediately upon completion of the monthly data collection phase. Data for which forms are completed, coded and reviewed was entered on personal computers during the same month.
Specialized working groups were formed for each stage of the survey work and trained according to intensive training programs for each phase. Those stages were supervised by experts of the Central Agency for Public Mobilization and Statistics in the field of family research.
All collected data has been prepared on personal computers within the statistics division where 22 of the latest generations of devices were used, on which was installed the most updated software for data entry and validation.
The survey management prepared a report for essential commodities to indentify the minimum and maximum price for those goods during each month of the survey. This report was sent to the statistical offices in all governorates to be filled from their sources by auditors, supervisors and delivered to the survey management with all forms collected to be used during the central office audit stage.
The raw survey data provided by the Statistical Agency were cleaned and harmonized by the Economic Research Forum, in the context of a major project that started in 2009. During which extensive efforts have been exerted to acquire, clean, harmonize, preserve and disseminate micro data of existing household surveys in several Arab countries.
Kind of data
Sample survey data [ssd]
Unit of analysis
1- Household/family.
2- Individual/person.
2- Individual/person.
Version
Version
V1.0: A cleaned and a harmonized version of the survey dataset, produced by the Economic Research Forum for dissemination.
V2.0: A cleaned and a harmonized version of the survey dataset, including all variables in V1.0 in addition to a number of new/detailed-composite coded version of the variables considered essential on the household as well as the individual level, produced by the Economic Research Forum for dissemination.
V2.0: A cleaned and a harmonized version of the survey dataset, including all variables in V1.0 in addition to a number of new/detailed-composite coded version of the variables considered essential on the household as well as the individual level, produced by the Economic Research Forum for dissemination.
Version date
2014-01
Version notes
All documentation available for the original survey provided by the Statistical Agency, and for the harmonized datasets produced by the Economic Research Forum, has been published, along with a copy of all international classifications of expenditures, occupations and economic activities used during the harmonization process.
However, as far as the datasets are concerned, the Economic Research Forum produces and releases only the harmonized versions in both SPSS and STATA formats.
However, as far as the datasets are concerned, the Economic Research Forum produces and releases only the harmonized versions in both SPSS and STATA formats.
Scope
Notes
Household: Includes geographic, social, and economic characteristics of households, namely, household composition, dwelling characteristics, ownership of assets indicators, heads' and spouses' characteristics, annual household expenditure and income.
Individual: Includes demographic, migration, education, labor and health characteristics, as well as annual income for household members identified as earners. Moreover, fathers' and mothers' characteristics are generated for household members if possible.
Individual: Includes demographic, migration, education, labor and health characteristics, as well as annual income for household members identified as earners. Moreover, fathers' and mothers' characteristics are generated for household members if possible.
Topics
| Topic | Vocabulary |
|---|---|
| Poverty | ERF |
| Expenditure | ERF |
| Income | ERF |
| Infrastructure | ERF |
| Education | ERF |
| Labor | ERF |
| Health | ERF |
Coverage
Geographic coverage
Covering a sample of urban and rural areas in all the governorates.
Universe
The survey covered a national sample of households and all individuals permanently residing in surveyed households.
Producers and sponsors
Primary investigators
| Name | Affiliation |
|---|---|
| Economic Research Forum | |
| Central Agency For Public Mobilization & Statistics | Egypt |
Sampling
Sampling procedure
<p style="border:solid thin black;"> 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) </p>
A large sample representative for urban and rural areas in all governorates has been designed by CAPMAS in March 1999 for the HIECS 1999/2000.
In previous surveys, CAPMAS used to select a sample of around 15000 households from 500 Primary Sampling Units (PSUs). For HIECS 1999/2000, a sample of about 48000 households has been considered from 600 PSUs, 28800 households in urban (360 PSUs) and 19200 households in rural (240 PSUs), distributed over 12 months (4000 households monthly).
The master sample is a strata-area-unbiased-probability proportion to size sample. The 1996 census data, the population estimates for the year 2000, as well as the number of shiakha/village in each governorate were used for the distribution of PSUs on different strata during the first sampling stage.
The sampling unit in the first sampling stage was taken to be the PSU consisting of at least 1500 households in urban areas and 1000 households in rural areas.
While the sampling unit for the second stage whether in urban or rural areas was the household.
A more detailed description of the different sampling stages and allocation of sample across governorates is provided in the Methodology document available among the documentation materials published in both Arabic and English.
A large sample representative for urban and rural areas in all governorates has been designed by CAPMAS in March 1999 for the HIECS 1999/2000.
In previous surveys, CAPMAS used to select a sample of around 15000 households from 500 Primary Sampling Units (PSUs). For HIECS 1999/2000, a sample of about 48000 households has been considered from 600 PSUs, 28800 households in urban (360 PSUs) and 19200 households in rural (240 PSUs), distributed over 12 months (4000 households monthly).
The master sample is a strata-area-unbiased-probability proportion to size sample. The 1996 census data, the population estimates for the year 2000, as well as the number of shiakha/village in each governorate were used for the distribution of PSUs on different strata during the first sampling stage.
The sampling unit in the first sampling stage was taken to be the PSU consisting of at least 1500 households in urban areas and 1000 households in rural areas.
While the sampling unit for the second stage whether in urban or rural areas was the household.
A more detailed description of the different sampling stages and allocation of sample across governorates is provided in the Methodology document available among the documentation materials published in both Arabic and English.
Survey instrument
Questionnaires
Three different questionnaires have been designed as following:
1- Expenditure and consumption questionnaire 1999/2000.
2- Diary questionnaire for expenditure and consumption 1999/2000.
3- Income questionnaire.
A brief description of each questionnaire is given next:
1- Expenditure and Consumption Questionnaire
--------------------------------------------------------------
This questionnaire comprises 14 tables in addition to identification and geographic data of household on the cover page. The questionnaire is divided into two main sections.
Section one: Basic information which includes:
- Demographic characteristics and basic data for all household individuals consisting of 15 questions for every person, in a table of 10 columns (1 column per person) on two pages so that each table contains data for 20 persons.
- Household visitors during the month of the survey.
- Members of household who are currently working abroad.
- The household ration card.
- The housing conditions including 18 questions.
- The household possession of appliances including 23 type of appliance.
This section includes some questions which help to define the socio-economic level of households which in turn, help interviewers to check the plausibility of expenditure, consumption and income data.
Section two: Expenditure and consumption data It includes 14 tables as follows:
- The quantity and value of food and beverages commodities actually consumed.
- The quantity and value of the actual consumption of tobacco and narcotics.
- The quantity and value of the clothing and footwear.
- The household expenditure for housing.
- The household expenditure for furnishings, household equipment and services.
- The household expenditure for health care services.
- The household expenditure for transportation and communication.
- The household expenditure for education.
- The household expenditure for recreation and culture.
- The household expenditure at restaurants and hotels.
- The household expenditure for miscellaneous goods and services.
- Transfer payments.
- Installments and other amounts paid during the survey year.
- Total annual household expenditure (prepared in office)
The tables from 1 to 13 include all types of commodities and services (578 Items), 37 Sub-group and 13 Main groups in addition to transfer payments.
This questionnaire has been designed to be pre coded for all expenditure items and household characteristics except occupation and industry. Whenever relevant, the questionnaire provides spaces for different reference periods such as two weeks, monthly, quarterly and annually.
2 - Diary Questionnaire
-----------------------------
It has been prepared to help households recording - on a daily basis- the quantity and value of what have been consumed of food and beverages during the survey month.
This form is thus the main source for expenditure and consumption data, therefore it was designed in a very simple form to be easily used whether by the household or the interviewers during their frequent visits to the household.
And due to the importance of this form, it was decided that the household should record the expenditure data in this form, and the interviewers are instructed to check what households have recorded every three days during the 10 visits assigned to each household. In case of the inability of some households to record their daily expenditure, the interviewer has to do so.
The questionnaire includes:
a- Letter addressed to the head of household to inform him/her about the importance of survey.
b- Instructions of data recording for households and interviewers.
c- Twenty pages (Form A) to record the daily consumed quantity and value of food and beverages during the month of the survey, in a page is divided into 4 columns and each column or a set of columns are assigned to one commodity, including date, source of commodity, quantity and value.
d- Six pages (Form B), to record the value of expenses outside home, in a page or two for each of the household members who has spending outside home, such as: meals in restaurants or clubs, sandwiches, alcoholic and non-alcoholic beverages, expenditure on tobacco and accommodation expenses.
e- One page (Form C) to record the household expenditure on education for each household member enrolled during the year ending by the end of the survey month, by the education level attended and the expenditure type.
3- Income questionnaire
-------------------------------
The questionnaire has been designed in a form that enables the interviewer to record the income data for each household member by source of income and the detailed items of each source. The total net income for each member and the annual net household income can then be computed.
A new table has been added to this form to identify the household members who are active and income earners by type of person and work (primary/secondary), in order to be able the estimate the person's wage through his primary or secondary job.
The table for annual net income from wages and salaries has been divided into main income and secondary income for each of the household members by income items of wages and salaries.
Generally, this form consists of 8 tables:
1- Total annual net household income, prepared in the office, after recording income data by different sources for household members.
2- Income earners who are active (inside labor force) by gender, type of work (primary/secondary), work status, occupation, economic activity and sector of employment for both primary and secondary job.
3- Net annual income from wages and salaries for waged workers among household members, consisting of 10 items.
4- Net annual income from agriculture projects of household members, consisting of 16 items.
5- Net annual income from non-agriculture projects of household members, consisting of 7 items.
6- Net annual income from real properties of household members, consisting of 8 items.
7- Net annual income from financial investments of household members, consisting of 9 items.
8- Net annual income from regular revenues of household members, consisting of 6 items.
1- Expenditure and consumption questionnaire 1999/2000.
2- Diary questionnaire for expenditure and consumption 1999/2000.
3- Income questionnaire.
A brief description of each questionnaire is given next:
1- Expenditure and Consumption Questionnaire
--------------------------------------------------------------
This questionnaire comprises 14 tables in addition to identification and geographic data of household on the cover page. The questionnaire is divided into two main sections.
Section one: Basic information which includes:
- Demographic characteristics and basic data for all household individuals consisting of 15 questions for every person, in a table of 10 columns (1 column per person) on two pages so that each table contains data for 20 persons.
- Household visitors during the month of the survey.
- Members of household who are currently working abroad.
- The household ration card.
- The housing conditions including 18 questions.
- The household possession of appliances including 23 type of appliance.
This section includes some questions which help to define the socio-economic level of households which in turn, help interviewers to check the plausibility of expenditure, consumption and income data.
Section two: Expenditure and consumption data It includes 14 tables as follows:
- The quantity and value of food and beverages commodities actually consumed.
- The quantity and value of the actual consumption of tobacco and narcotics.
- The quantity and value of the clothing and footwear.
- The household expenditure for housing.
- The household expenditure for furnishings, household equipment and services.
- The household expenditure for health care services.
- The household expenditure for transportation and communication.
- The household expenditure for education.
- The household expenditure for recreation and culture.
- The household expenditure at restaurants and hotels.
- The household expenditure for miscellaneous goods and services.
- Transfer payments.
- Installments and other amounts paid during the survey year.
- Total annual household expenditure (prepared in office)
The tables from 1 to 13 include all types of commodities and services (578 Items), 37 Sub-group and 13 Main groups in addition to transfer payments.
This questionnaire has been designed to be pre coded for all expenditure items and household characteristics except occupation and industry. Whenever relevant, the questionnaire provides spaces for different reference periods such as two weeks, monthly, quarterly and annually.
2 - Diary Questionnaire
-----------------------------
It has been prepared to help households recording - on a daily basis- the quantity and value of what have been consumed of food and beverages during the survey month.
This form is thus the main source for expenditure and consumption data, therefore it was designed in a very simple form to be easily used whether by the household or the interviewers during their frequent visits to the household.
And due to the importance of this form, it was decided that the household should record the expenditure data in this form, and the interviewers are instructed to check what households have recorded every three days during the 10 visits assigned to each household. In case of the inability of some households to record their daily expenditure, the interviewer has to do so.
The questionnaire includes:
a- Letter addressed to the head of household to inform him/her about the importance of survey.
b- Instructions of data recording for households and interviewers.
c- Twenty pages (Form A) to record the daily consumed quantity and value of food and beverages during the month of the survey, in a page is divided into 4 columns and each column or a set of columns are assigned to one commodity, including date, source of commodity, quantity and value.
d- Six pages (Form B), to record the value of expenses outside home, in a page or two for each of the household members who has spending outside home, such as: meals in restaurants or clubs, sandwiches, alcoholic and non-alcoholic beverages, expenditure on tobacco and accommodation expenses.
e- One page (Form C) to record the household expenditure on education for each household member enrolled during the year ending by the end of the survey month, by the education level attended and the expenditure type.
3- Income questionnaire
-------------------------------
The questionnaire has been designed in a form that enables the interviewer to record the income data for each household member by source of income and the detailed items of each source. The total net income for each member and the annual net household income can then be computed.
A new table has been added to this form to identify the household members who are active and income earners by type of person and work (primary/secondary), in order to be able the estimate the person's wage through his primary or secondary job.
The table for annual net income from wages and salaries has been divided into main income and secondary income for each of the household members by income items of wages and salaries.
Generally, this form consists of 8 tables:
1- Total annual net household income, prepared in the office, after recording income data by different sources for household members.
2- Income earners who are active (inside labor force) by gender, type of work (primary/secondary), work status, occupation, economic activity and sector of employment for both primary and secondary job.
3- Net annual income from wages and salaries for waged workers among household members, consisting of 10 items.
4- Net annual income from agriculture projects of household members, consisting of 16 items.
5- Net annual income from non-agriculture projects of household members, consisting of 7 items.
6- Net annual income from real properties of household members, consisting of 8 items.
7- Net annual income from financial investments of household members, consisting of 9 items.
8- Net annual income from regular revenues of household members, consisting of 6 items.
Data collection
Dates of Data Collection
| Start | End | Cycle |
|---|---|---|
| 1999-10-01 | 2000-09-30 | - |
Data Collectors
| Name | Affiliation |
|---|---|
| Central Agency For Public Mobilization & Statistics | Egypt |
Supervision
The field staff was selected from among the efficient experienced persons working in CAPMAS and new graduates specially females.
Intensive training program for supervisors was conducted at CAPMAS in Cairo and locally in governorates for interviewers and field editors.
Supervision program was implemented monthly in all governorates to check the field work to overcome the field problems.
Data were collected using personal interview method for household in dwelling and it had been obtained from the head of household or wife or any eligible person in case of their absence.
Duties and responsibilities of all levels of field staff (interviewer, editor and supervisor) were defined to insure the accuracy and timing. These are outlined next:
A- Interviewers
--------------------
400 female interviewers from statistical offices, public services or government agencies workers were selected monthly in all governorates.
Every one of them was responsible for data collection of ten households during one month with ten visits as follows:
The first visit should be conducted with the editor, before the survey month by one or two days. Its purpose is to ensure the existence of the household, meet the head of household, present herself and her CAPMAS card to him. She also gives the household a simple idea about the survey (its objectives, importance and required data especially expenditure and consumption data).
Showing households the methods of recording their daily data and knowing the suitable time for visiting them. Also delivering the diary book to the household.
The following visits should take place weekly with the rate of two visits each week during which the interviewer makes sure the family record all expenditure data and daily consumption in the diary questionnaire (this form is considered an essential component of the field work and the crucial source to fill the expenditure and consumption questionnaire in order to enhance data quality) in addition to the completion of data for some tables in the basic questionnaire according to a timetable prepared for this purpose.
The tenth visit takes place during the first day of the month following the end of the survey month and during which the interviewer completes missing data in the expenditure and consumption form, in addition to filling income data for income earners (previously identified in the tables of basic information of all household members in the first form) in the third form by source of income except for servants. Thus, it was possible to avoid any impact of income data on expenditure and consumption data given the sensitivity of income data for some of the household members.
B- Editor
------------
The Editors, selected from best workers in statistical offices, were responsible for checking the work of the interviewers working immediately under his guidance. Each editor is responsible to follow-up on two interviewers' work, in addition to revising data collected during the field work to ensure its accuracy and completion.
C- Field Expert
---------------------
Field experts were selected from highly experienced workers in the field of household surveys at CAPMAS. Schedules of monthly passes have been set up for them to follow-up on all stages of the survey work implemented in all governorates and address any problems that appear during fieldwork.
D- Supervisor
-----------------
The supervisor is the head of the statistical office in the governorate, thus there is a supervisor in each governorate, except in Cairo where there is 3 supervisors, an Alexandria and Giza where there is 2 supervisors.
The supervisor is the person responsible administratively and technically of all work stages of the survey in the governorate or part of the governorate.
Intensive training program for supervisors was conducted at CAPMAS in Cairo and locally in governorates for interviewers and field editors.
Supervision program was implemented monthly in all governorates to check the field work to overcome the field problems.
Data were collected using personal interview method for household in dwelling and it had been obtained from the head of household or wife or any eligible person in case of their absence.
Duties and responsibilities of all levels of field staff (interviewer, editor and supervisor) were defined to insure the accuracy and timing. These are outlined next:
A- Interviewers
--------------------
400 female interviewers from statistical offices, public services or government agencies workers were selected monthly in all governorates.
Every one of them was responsible for data collection of ten households during one month with ten visits as follows:
The first visit should be conducted with the editor, before the survey month by one or two days. Its purpose is to ensure the existence of the household, meet the head of household, present herself and her CAPMAS card to him. She also gives the household a simple idea about the survey (its objectives, importance and required data especially expenditure and consumption data).
Showing households the methods of recording their daily data and knowing the suitable time for visiting them. Also delivering the diary book to the household.
The following visits should take place weekly with the rate of two visits each week during which the interviewer makes sure the family record all expenditure data and daily consumption in the diary questionnaire (this form is considered an essential component of the field work and the crucial source to fill the expenditure and consumption questionnaire in order to enhance data quality) in addition to the completion of data for some tables in the basic questionnaire according to a timetable prepared for this purpose.
The tenth visit takes place during the first day of the month following the end of the survey month and during which the interviewer completes missing data in the expenditure and consumption form, in addition to filling income data for income earners (previously identified in the tables of basic information of all household members in the first form) in the third form by source of income except for servants. Thus, it was possible to avoid any impact of income data on expenditure and consumption data given the sensitivity of income data for some of the household members.
B- Editor
------------
The Editors, selected from best workers in statistical offices, were responsible for checking the work of the interviewers working immediately under his guidance. Each editor is responsible to follow-up on two interviewers' work, in addition to revising data collected during the field work to ensure its accuracy and completion.
C- Field Expert
---------------------
Field experts were selected from highly experienced workers in the field of household surveys at CAPMAS. Schedules of monthly passes have been set up for them to follow-up on all stages of the survey work implemented in all governorates and address any problems that appear during fieldwork.
D- Supervisor
-----------------
The supervisor is the head of the statistical office in the governorate, thus there is a supervisor in each governorate, except in Cairo where there is 3 supervisors, an Alexandria and Giza where there is 2 supervisors.
The supervisor is the person responsible administratively and technically of all work stages of the survey in the governorate or part of the governorate.
Notes on data collection
The Preparation stage for the survey has started with the design of the master sample; for which the fieldwork implementation took place in 3 months (1/3/1999 to 31/5/1999).
A pretest was conducted for all survey instruments (3 questionnaire forms and instructions manual) from 30/6/1999 to 7/8/1999, on a sample of 80 households (40 households in urban areas of Cairo and 40 households in rural areas of Giza and Menoufia).
The survey period of the HIECS 1999/2000 extended for around 12 month-period, starting from October 1999 and ending in September 2000, to cover 48000 households (4000 households monthly).
The structure and the number of field workers that worked monthly in all governorates is 32 field supervisors, 200 field editors, 400 interviewers and 15 field experts.
The entire survey period was divided into four exclusive quarters and hence the entire sample was divided among the four quarters. The 80 households representing the sample of each PSU were then divided into 4 sub-samples of 20 households each, to be surveyed in one month during the quarter.
A pretest was conducted for all survey instruments (3 questionnaire forms and instructions manual) from 30/6/1999 to 7/8/1999, on a sample of 80 households (40 households in urban areas of Cairo and 40 households in rural areas of Giza and Menoufia).
The survey period of the HIECS 1999/2000 extended for around 12 month-period, starting from October 1999 and ending in September 2000, to cover 48000 households (4000 households monthly).
The structure and the number of field workers that worked monthly in all governorates is 32 field supervisors, 200 field editors, 400 interviewers and 15 field experts.
The entire survey period was divided into four exclusive quarters and hence the entire sample was divided among the four quarters. The 80 households representing the sample of each PSU were then divided into 4 sub-samples of 20 households each, to be surveyed in one month during the quarter.
Data processing
Cleaning operations
Raw Data
=======
Office Editing:
It is one of the main stages of the survey. It started as soon as the questionnaires were received from the field and accomplished by selected work groups. It includes:
a- Editing of coverage and completeness
b- Editing of consistency
c- Arithmetic editing of quantities and values.
Data Coding:
Specialized staff has coded the data of industry, occupation and geographical identification.
Data Processing and preparing final results
It included machine data entry, data validation and tabulation and preparing final survey volumes.
Harmonized Data
============
- The Statistical Package for Social Science (SPSS) is used to clean and harmonize the datasets.
- The harmonization process starts with cleaning all raw data files received from the Statistical Agency.
- Cleaned data files are then all merged to produce one data file on the individual level containing all variables subject to harmonization.
- A country-specific program is generated for each dataset to generate/compute /recode/rename/format/label harmonized variables.
- A post-harmonization cleaning process is then conducted on the data.
- Harmonized data is saved on the household as well as the individual level, in SPSS and converted to STATA format.
=======
Office Editing:
It is one of the main stages of the survey. It started as soon as the questionnaires were received from the field and accomplished by selected work groups. It includes:
a- Editing of coverage and completeness
b- Editing of consistency
c- Arithmetic editing of quantities and values.
Data Coding:
Specialized staff has coded the data of industry, occupation and geographical identification.
Data Processing and preparing final results
It included machine data entry, data validation and tabulation and preparing final survey volumes.
Harmonized Data
============
- The Statistical Package for Social Science (SPSS) is used to clean and harmonize the datasets.
- The harmonization process starts with cleaning all raw data files received from the Statistical Agency.
- Cleaned data files are then all merged to produce one data file on the individual level containing all variables subject to harmonization.
- A country-specific program is generated for each dataset to generate/compute /recode/rename/format/label harmonized variables.
- A post-harmonization cleaning process is then conducted on the data.
- Harmonized data is saved on the household as well as the individual level, in SPSS and converted to STATA format.
Data appraisal
Estimates of sampling errors
The estimate of sampling error at 95% confidence intervals was computed using the coefficient of variation for as well as the estimate of average total consumption expenditure from the previous survey.
For the 28800 households in urban, the estimate of sampling error was 0.7%, while for the 19200 households in rural, the estimate of sampling error was 0.9%.
Equations used to calculate the sampling error are provided in the Methodology document available among the documentation materials published.
For the 28800 households in urban, the estimate of sampling error was 0.7%, while for the 19200 households in rural, the estimate of sampling error was 0.9%.
Equations used to calculate the sampling error are provided in the Methodology document available among the documentation materials published.
Data Access
Access authority
| Name | Affiliation | URL | |
|---|---|---|---|
| Economic Research Forum | (ERF) | www.erf.org.eg | erfdataportal@erf.org.eg |
Confidentiality
| Is signing of a confidentiality declaration required? | Confidentiality declaration text |
|---|---|
| yes |
To access the micro data, researchers are required to register on the ERF website and comply with the data access agreement. The data will be used only for scholarly research, or educational purposes. Users are prohibited from using data acquired from the Economic Research Forum in the pursuit of any commercial or private ventures. |
Access conditions
Licensed datasets, accessible under conditions.
Citation requirement
The users should cite the Economic Research Forum and the Central Agency For Public Mobilization & Statistics as follows:
OAMDI, 2014. Harmonized Household Income and Expenditure Surveys (HHIES), http://www.erf.org.eg/cms.php?id=erfdataportal. Version 2.0 of Licensed Data Files; HIECS 1999/2000 - Central Agency for Public Mobilization and Statistics (CAPMAS). Egypt: Economic Research Forum (ERF).
OAMDI, 2014. Harmonized Household Income and Expenditure Surveys (HHIES), http://www.erf.org.eg/cms.php?id=erfdataportal. Version 2.0 of Licensed Data Files; HIECS 1999/2000 - Central Agency for Public Mobilization and Statistics (CAPMAS). Egypt: Economic Research Forum (ERF).
Disclaimer and copyrights
Disclaimer
The Economic Research Forum and the Central Agency For Public Mobilization & Statistics have granted the researcher access to relevant data following exhaustive efforts to protect the confidentiality of individual data. The researcher is solely responsible for any analysis or conclusions drawn from available data.
Copyright
(c) 2014, Economic Research Forum | (c) 2000, CAPMAS, Egypt
Contacts
Contacts
| Name | URL | |
|---|---|---|
| Economic Research Forum (ERF) - 21 Al-Sad Al-Aaly St., Dokki, Giza, Egypt | erfdataportal@erf.org.eg | www.erf.org.eg |
Metadata production
Document ID
EGY_HIECS_1999_HD_V2.0
Producers
| Name | Role |
|---|---|
| Economic Research Forum | Cleaning and harmonizing raw data received from the Statistical Agency |
Date of metadata production
2014-01
Metadata version
Version
Version 2.0