Income and Expenditure Survey 2010-2011 - South Africa

Abstract
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The Income and Expenditure Survey is conducted every five years in South Africa.The main purpose of the survey is to determine the average expenditure patterns of households in different areas of the country. This survey forms the basis for the determination of the "basket" of consumer goods and services used for the calculation of the Consumer Price Index.

Geographic coverage
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The survey had national coverage.

Analysis unit
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Households

Universe
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The survey covered private dwellings, workers' hostels, residential hotels, and nurses' and doctors' quarters, but excluded hospitals and clinics, hotels and guest houses, prisons, schools and student hostels and old-age homes.

Kind of data
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Sample survey data

Sampling procedure
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The sampling frame for the IES 2010/2011 was obtained from Statistics South Africa’s Master Sample (MS) based on the 2001 Population Census enumeration areas (EAs). The scope of the Master Sample (MS) is national coverage of all households in South Africa and the target population consists of all qualifying persons and households in the country. In summary, it has been designed to cover all households living in private dwelling units and workers living in workers’ quarters in the country. The IES 2010/2011 sample is based on an extended sample of 3 254 PSUs, which consists of the 3 080 PSUs in the Master Sample and a supplement of 174 urban PSUs selected from the PSU frame. The IES sample file contained 31 419 sampled dwelling units (DUs). The 31 419 sampled DUs consist of 31 007 DUs sampled from the 3 080 design PSUs in the Master Sample and 412 DUs from the supplemented 174 urban PSUs. In the case of multiple households at a sampled DU, all households in the DU were included.

Mode of data collection
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Face-to-face [f2f]

Research instrument
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There were four modules in the household questionnaire with eighteen subsections. The first module collected general household data and data on household members. Modules 2 to 4 collected data on consumption expenditure, household finances and income. The diary was a booklet in which the respondent recorded weekly expenditure data. A household completed a different diary for each week of the survey period.

Response rate
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From the 31 419 dwelling units sampled across South Africa, 33 420 households were identified. Out of these, there was a sample realisation of 27 665 (82,8%) households, with the remaining 5 755 (17,2%) households being classified as out of scope.

Data appraisal
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All continous household income and expenditure data collected during the Income and Expenditure Survey 2010-2011 are contained in the Total IES data file. The household data file contains only categorical variables. For example, expenditure data on electricity collected with the questions in sub-section 5.7 of the questionnaire will be found in the "Total_IES" data file under the COICOP codes 04511010, 04511110, 04404500. This is explained under "Data Organisation" on page 6 of the metadata record for the IES 2010 2011, which documents how the data files are organised and the variables in each data file.

摘要
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南非每五年进行一次收入与支出调查。该调查的主要目的是确定国家不同地区家庭的平均支出模式。此调查构成了确定用于计算消费者价格指数的消费者商品和服务“篮子”的基础。
地理覆盖范围
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调查具有全国覆盖范围。
分析单元
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家庭
总体
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调查涵盖了私人住宅、工人宿舍、住宅酒店和护士及医生宿舍，但排除了医院和诊所、酒店和旅馆、监狱、学校和学生的宿舍以及养老院。
数据类型
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样本调查数据
抽样程序
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2010/2011年IES的抽样框架是从南非统计局的母样本（MS）中获得的，基于2001年人口普查的划分区域（EAs）。母样本（MS）的覆盖范围是全国范围内所有家庭，目标人口包括国内所有符合条件的个人和家庭。总之，其设计旨在涵盖所有居住在私人住宅单元中的家庭以及居住在工人宿舍中的工人。2010/2011年的样本基于3254个抽样单元（PSUs）的扩展样本，其中包括母样本中的3080个PSUs和从PSU框架中选取的174个补充城市PSUs。IES样本文件包含31,419个抽样住宅单位（DUs）。31,419个抽样DUs包括从母样本中的3080个设计PSUs中抽取的31,007个DUs和来自补充的174个城市PSUs的412个DUs。在抽样住宅单位中有多个家庭的情况下，该住宅单位内的所有家庭都被包括在内。
数据收集方式
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面对面 [f2f]
研究工具
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家庭问卷包含四个模块和十八个副节，其中第一个模块收集了一般家庭数据和家庭成员数据。模块2至4收集了消费支出、家庭财务和收入数据。日记本是一种手册，受访者在其中记录每周支出数据。家庭在调查期间的不同周完成不同的日记。
响应率
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在南非采样的31,419个住宅单位中，确定了33,420个家庭。在这些家庭中，有27,665个（82.8%）的家庭实现了样本实现，剩余的5,755个（17.2%）的家庭被归类为超出范围。
数据评估
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2010-2011年收入与支出调查期间收集的所有连续家庭收入和支出数据均包含在总IES数据文件中。家庭数据文件仅包含分类变量。例如，通过问卷第5.7节中的问题收集的电力支出数据将在“Total_IES”数据文件下的COICOP代码04511010、04511110、04404500下找到。这在IES 2010 2011元数据记录的第6页的“数据组织”部分中有所解释，该记录文档化了数据文件的组织方式和每个数据文件中的变量。