National Survey on Household Budget, Consumption and Standard of Living, EBCNV 2005
Tunisia, 2005 - 2006
Economic Research Forum, National Institute of Statistics - Tunisia
Identification
Survey ID Number
TUN_EBCNV_2005_HD_V2.0
Title
National Survey on Household Budget, Consumption and Standard of Living, EBCNV 2005
Translated Title
Enquête Nationale sur le Budget, la Consommation et le Niveau de Vie des Ménages, EBCNV 2005
Country
| Name | Country code |
|---|---|
| Tunisia | Tun |
Study type
Income/Expenditure/Household Survey [hh/ies]
Series Information
The National Survey on Household Budget, Consumption and Standard of Living is conducted each 5 years since 1975
Abstract
THE CLEANED AND HARMONIZED VERSION OF THE SURVEY DATA PRODUCED AND PUBLISHED BY THE ECONOMIC RESEARCH FORUM REPRESENTS 100% OF THE ORIGINAL SURVEY DATA COLLECTED BY THE NATIONAL INSTITUTE OF STATISTICS - TUNISIA (INS)
The National Survey on Household Budget, Consumption, and Standard of Living, 2005 is a quinquennial survey. It is the eighth survey of its kind that was carried out by the National Institute of Statistics (INS) in Tunisia.
The seven previous surveys were conducted in 1968, 1975, 1980, 1985, 1990, 1995 and 2000, concurrently with the preparatory work for the Tunisian development plans.
The 2005 survey was conducted as part of the preparation work for the Tenth Development Plan (2007-2011). Its expected findings would allow assessing the progress made in the improvements of the living level & conditions of the population.
The survey aims at providing detailed information on the procurement of goods and services for consumption (food consumption as well as household access to community services of health and education). And its data was collected from direct observation of household consumption to allow for having the necessary elements to assess the situation & changes in the living standards & conditions of the households.
Thus, the 2005 survey tackles three major areas of study:
1 - Household expenditure and acquisitions during the survey period
2 - Food consumption and nutritional status of households.
3 - Household access to community services of health and education.
The objectives of the survey are:
a- Identifying levels of expenditure on the household level: The survey aims to assess the levels of household expenditure .The total expenditure of the household, is not only an indicator of income, but it is also a quantitative assessment of the standard of living index.
b- Income distribution: Due to the absence of data on income distribution, the mass distribution of expenditure between the different categories of the population constitutes a first outline for the income distribution in the country.
c- Investigating the structure of expenditure: Detailed information collected on expenditures per product used to establish the structures of the household expenditure as well as the budget coefficients according to different levels of classifications of goods in the nomenclature of goods and services. These factors coefficients are particularly useful for revision and development of the weights of the Consumer Prices Index (CPI). It should also be noted that the change in expenditure structure is an indicator of the evolution of living standards.
d- Analysis of household demand: Household behavior in terms of product demand is synthesized by the coefficients of income elasticity which, according to the model of consumption retained and under the assumptions of the growth of income and population, allows predicting future household demand.
e- Resources-use balance in the national accounts: The results related to the consumption by product are necessary elements for the development of balanced resource-use of products in the frame of national accounts.
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 Description
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.
Production
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 all urban, small and medium towns and rural areas.
Universe
The survey covered a national sample of households and all individuals permanently residing in surveyed households.
Producers and sponsors
Primary investigators
| Name |
|---|
| Economic Research Forum |
| National Institute of Statistics - Tunisia |
Sampling
Sampling Procedure
THE CLEANED AND HARMONIZED VERSION OF THE SURVEY DATA PRODUCED AND PUBLISHED BY THE ECONOMIC RESEARCH FORUM REPRESENTS 100% OF THE ORIGINAL SURVEY DATA COLLECTED BY THE NATIONAL INSTITUTE OF STATISTICS - TUNISIA (INS)
Sampling method
==========
The National Survey on Household Budget, Consumption and Standard of Living, 2005 has focused initially on a sample of 13,392 households representing 0.61% of total households in the country (61 surveyed household for every 10,000 household) .
This sample is distributed across 1116 districts covering all the country governorates, cities, urban and rural areas. The sample was also equally divided on the months of the survey year to take the seasonal changes in household expenditure into account.
These households were drawn using a two stages stratified random sampling in each governorate.
The sampling frame follows that of the general Census of Population and Housing in 2004.
Stratification criteria:
The sampling frame is stratified by two geographical criteria: namely the governorate and the living area. The latter is stratified as follows: large municipalities, medium and small towns, major cities and the rest of the non-municipal areas. These stratification criteria (governorate, habitat and size of municipalities) represent the differentiation variable of lifestyles households. Strata used are as follows:
Stratum of large cities (stratum 1): the municipalities of the city of Tunis and its suburbs, the city of Bizerte and its suburbs, the city of Sousse and its suburbs, the city of Kairouan and its suburbs, the city Sfax and its suburbs, and the general Gabes. Thus, this stratum is formed of large urban centers corresponding to municipalities with more than 100.000 inhabitants and neighboring municipalities.
Stratum of other cities (stratum 2): This is all small and medium sized cities other than those classified in the stratum of large cities.
Stratum of the main cities (stratum 3): These are non-municipal urban areas classified as major cities during the general census of population and housing 2004 (with a population of more than 70 households).a city is considered a main city if the number of its inhabitants exceeds 400 during the census of 2004.
Stratum dispersed outside communes (stratum 4): These are areas of land located outside the main towns and cities. Households in these areas live in houses scattered or grouped in small towns.
This strata classification is closely related to the levels of household income and lifestyle.
Survey type:
========
The sampling frame is divided on the level of each governorate according to strata previously defined. It was set, at the level of each stratum, to make a two-stage random sampling for the selection of the household survey sample. This drawing process allows to breakdown the sample into clusters of 12 households relatively little distant from each other, thereby facilitating the conduct of the survey at the time of the information collection in the field
In the first stage: a sample of primary units is drawn in proportion to their size in number of households as they were identified.
Taking into consideration that the primary units correspond to the districts that have been defined in the census of the population and these geographic areas contain on average 70 households.
In the second stage: in each sampled district, 12 households are selected according to the following method:
The households in each sampled district are classified primarily according to the number of employed persons in the household. Within each category of classified households, households are also classified according to the number of persons in each household. A systematic sampling is then performed to select 12 sampled households per primary unit (sampled district).
For each sampled district, another 12 households are drawn according to the same previously illustrated criteria. These households serve as a substitutive sample so that in case the interviewer failed to get in contact with the originally selected household (due to long absence- change of place of residence) , after coordinating with the supervisor, this household can be replaced by one from the substitutive sample. For this purpose, two lists of the names of head of households were developed (original list, substitutive list) that the survey is supposed to cover.
Distribution of districts and households sampled by governorates
| Governorate | Total | Sample size | |||
| District | Households | District | Households | Household sample percent (%) | |
| Tunis | 3628 | 244018 | 96 | 1152 | 0.47 |
| Ariana | 1536 | 101327 | 48 | 576 | 0.57 |
| Ben Arous | 1691 | 117901 | 60 | 720 | 0.61 |
| La Manouba | 1008 | 70750 | 36 | 432 | 0.61 |
| District of Tunis | 7863 | 533996 | 240 | 2880 | 0.54 |
| Nabeul | 2174 | 162691 | 60 | 720 | 0.44 |
| Zaghouan | 473 | 33532 | 36 | 432 | 1.29 |
| Bizerte | 1799 | 119976 | 60 | 720 | 0.6 |
| North East | 4446 | 316199 | 156 | 1872 | 0.59 |
| Baja | 972 | 68584 | 36 | 432 | 0.63 |
| Jendouba | 1307 | 92877 | 36 | 432 | 0.47 |
| Le Kef | 876 | 59107 | 36 | 432 | 0.73 |
| Siliana | 666 | 48448 | 36 | 432 | 0.89 |
| North West | 3821 | 269016 | 144 | 1728 | 0.64 |
| Sousse | 1876 | 124519 | 60 | 720 | 0.58 |
| Monastir | 1480 | 100967 | 48 | 576 | 0.57 |
| Mahdia | 1201 | 79197 | 36 | 432 | 0.55 |
| Sfax | 2822 | 198565 | 72 | 864 | 0.44 |
| Centre East | 7379 | 503248 | 216 | 2592 | 0.52 |
| Kairouan | 1572 | 107923 | 60 | 720 | 0.67 |
| Kasserine | 1186 | 79448 | 48 | 576 | 0.73 |
| Sidi Bouzid | 1113 | 76771 | 36 | 432 | 0.56 |
| Centre West | 3871 | 264142 | 144 | 1728 | 0.65 |
| Gabis | 975 | 69703 | 36 | 432 | 0.62 |
| Mednine | 1328 | 90000 | 36 | 432 | 0.48 |
| Tataouine | 408 | 26575 | 36 | 432 | 1.63 |
| South East | 2711 | 186278 | 108 | 1296 | 0.7 |
| Gafsa | 959 | 65926 | 36 | 432 | 0.66 |
| Tozeur | 302 | 20485 | 36 | 432 | 2.11 |
| Kebeli | 383 | 26549 | 36 | 432 | 1.63 |
| South West | 1644 | 112960 | 108 | 1296 | 1.15 |
| Total | 31735 | 2185839 | 1116 | 13392 | 0.61 |
Response Rate
During the National Survey on Household Budget, Consumption and Standard of Living, 2005, 12318 out of 13992 households responded to the survey questionnaire. with a response rate of 92%
Weighting
The survey results are extrapolated to the total population of the four strata.
The coefficients are calculated on the basis of the population of July 1st, 2005.
The coefficients are calculated on the basis of the population of July 1st, 2005.
Data Collection
Dates of Data Collection
| Start | End | Cycle |
|---|---|---|
| 2005-05-05 | 2006-05-04 | - |
Data Collection Mode
Face-to-face [f2f]
Data Collection Notes
125 interviewers, 31 controller and other 8 supervisors were recruited for the data collection phase. The supervisors were selected from the National Institute of Statistics personnel having a good experience in this kind of surveys to supervise and coordinate the fieldwork process.
Each supervisor was in charge to assign interviewers to different geographical units. Each interviewer collected data from 12 households during each month of the 12 months of the survey year.
The main objective of this survey is to estimate the total annual household expenditure. Therefore, the observation period at a given household was conducted over a four weeks period (7 daily records + 2 decadal records).Thus, goods and services have been classified into categories of products that are each affected by one or more types identified. The frequency of records and reference periods vary according to the nature and regularity of different households expenditures.
To better monitor all expenditure categories, five types of records are identified:
a) Record of regular expenses: This record is designed to collect regular and periodic expenses incurred by the household. These expenses generally involve the entire household (rent, STEG electricity bill, bills of SONEDE for drinking water ...).
b) Record of personal expenses: This is a record to collect individual expenditure of working members of the household or those who have a source of income other than the head of the household. Some products are observed weekly (tobacco, consumption outside, etc ...), others are observed monthly (hairdresser, medical care, current clothing, etc ...) and finally other goods and services are observed yearly (auto sticker, major repairs of vehicle, expenses on the occasion of a religious festival or a family event, etc ...).
c) Daily record: This record is concerned with all acquisitions made by the household, day by day, for a week, except for regular expenses and individual expenses of active members (or having a source income) other than the head of household.
d) Decadal record: This record covers all acquisitions made by the household during (10 days) of observation with the exception of goods and services in daily record (bread, vegetables, tobacco ...), individual expenses and periodic expenses of the household.
e) Retrospective record: This record is exclusively related to the acquisition of goods and services in the product category corresponding to a long and irregular acquisition, carried out by the household during the last eleven months preceding the start of the survey.
Each supervisor was in charge to assign interviewers to different geographical units. Each interviewer collected data from 12 households during each month of the 12 months of the survey year.
The main objective of this survey is to estimate the total annual household expenditure. Therefore, the observation period at a given household was conducted over a four weeks period (7 daily records + 2 decadal records).Thus, goods and services have been classified into categories of products that are each affected by one or more types identified. The frequency of records and reference periods vary according to the nature and regularity of different households expenditures.
To better monitor all expenditure categories, five types of records are identified:
a) Record of regular expenses: This record is designed to collect regular and periodic expenses incurred by the household. These expenses generally involve the entire household (rent, STEG electricity bill, bills of SONEDE for drinking water ...).
b) Record of personal expenses: This is a record to collect individual expenditure of working members of the household or those who have a source of income other than the head of the household. Some products are observed weekly (tobacco, consumption outside, etc ...), others are observed monthly (hairdresser, medical care, current clothing, etc ...) and finally other goods and services are observed yearly (auto sticker, major repairs of vehicle, expenses on the occasion of a religious festival or a family event, etc ...).
c) Daily record: This record is concerned with all acquisitions made by the household, day by day, for a week, except for regular expenses and individual expenses of active members (or having a source income) other than the head of household.
d) Decadal record: This record covers all acquisitions made by the household during (10 days) of observation with the exception of goods and services in daily record (bread, vegetables, tobacco ...), individual expenses and periodic expenses of the household.
e) Retrospective record: This record is exclusively related to the acquisition of goods and services in the product category corresponding to a long and irregular acquisition, carried out by the household during the last eleven months preceding the start of the survey.
Data Collectors
| Name | Abbreviation | Affiliation |
|---|---|---|
| National Institute of Statistics | INS | Tunisia |
Questionnaires
Questionnaires
The survey includes two questionnaires:
1) Collective household expenditure questionnaire.
2) Individual expenditure questionnaire for those who have a source of income.
1) Collective household expenditure questionnaire.
2) Individual expenditure questionnaire for those who have a source of income.
Data Processing
Data Editing
Raw Data
=======
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.
=======
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.
Access policy
Access authority
| Name | Affiliation | URL | |
|---|---|---|---|
| Economic Research Forum | (ERF) | erfdataportal@erf.org.eg | www.erf.org.eg |
Contacts
| Name | URL | |
|---|---|---|
| Economic Research Forum (ERF) - 21 Al-Sad Al-Aaly St., Dokki, Giza, Egypt | erfdataportal@erf.org.eg | www.erf.org.eg |
Confidentiality
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 requirements
The users should cite the Economic Research Forum and the National Institute of Statistics -Tunisia 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; EBCNV 2005 - National Institute of Statistics (INS), Tunisia. 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; EBCNV 2005 - National Institute of Statistics (INS), Tunisia. Egypt: Economic Research Forum (ERF).
Disclaimer and copyrights
Disclaimer
The Economic Research Forum and the National Institute of Statistics in Tunisia 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) 2005, National Institute of Statistics, Tunisia
Metadata production
DDI Document ID
TUN_EBCNV_2005_HD_V2.0
Producers
| Name | Abbreviation | Role |
|---|---|---|
| Economic Research Forum | ERF | Cleaning and harmonizing raw data received from the Statistical Agency |
Date of Metadata Production
2014-01
DDI Document version
Version 2.0