Abstract
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The Household Living Conditions Survey has been carried out annually since 1999 by the State Statistics Service of Ukraine (formerly the State Statistics Committee of Ukraine). The survey is based on generally accepted international standards and depicts social and demographic situation in Ukraine.
From 2002, items of consumer money and aggregate expenditures have been developed in line with the International Classification of Individual Consumption of Goods and Services (COICOP-HBS), recommended by Eurostat.
The State Statistics Service of Ukraine has been implementing a new system of household sample survey organization and delivery from 2004. A unified interviewer network was established to run simultaneously three household surveys: Household Living Conditions Survey, households' economic activity survey and the survey of household farming in rural areas. A new national territorial probability sampling was introduced to deliver the three sampling surveys in 2004-2008.
Geographic coverage
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National, except some settlements within the territories suffered from the Chernobyl disaster.
Analysis unit
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- Households,
- Individuals.
A household is a totality of persons who jointly live in the same residential facilities of part of those, satisfy all their essential needs, jointly keep the house, pool and spend all their money or portion of it. These persons may be relatives by blood, relatives by law or both, or have no kinship relations. A household may consist of one person (Law of Ukraine "On Ukraine National Census of Population," Article 1). As only 0.50% households have members with no kinship relations (0.65% total households if bachelors are excluded), the contemporary concepts "household" and "family" are very close.
Universe
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Whole country, all private households. The survey does not cover collective households, foreigners temporarily living in Ukraine as well as the homeless.
Kind of data
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Sample survey data [ssd]
Sampling procedure
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12,977 households representing all regions of Ukraine (including 8,975 in urban areas and 4,002 in rural areas) are selected for this survey. Grossing up sample survey results to all households of Ukraine is done by the statistic weighting method.
Building a territorial sample, researchers excluded settlements located in the excluded zone (Zone 1) and unconditional (forced) resettlement zone (Zone 2) within the territories suffered from the Chernobyl disaster.
Computing the number of population subject to surveying, from the number of resident population researchers excluded institutional population - army conscripts, persons in places of confinement, residents of boarding schools and nursing homes, - and marginal population (homeless, etc).
The parent population was stratified so that the sample could adequately represent basic specifics of the administrative and territorial division and ensure more homogeneous household populations. To achieve this objective, the parent population was divided into strata against the regions of Ukraine. In each stratum three smaller substrata were formed: urban settlements (city councils) having 100,000 or more inhabitants (big cities), urban settlements (city councils) having less than 100,000 inhabitants (small towns) and all districts (except city districts), i.e. administrative districts in rural areas. Sample size was distributed among strata and substrata in proportion to their non-institutional resident population.
Detailed information about selecting primary territorial units of sampling (PTUS) and households is available in the document "Household Living Conditions Survey Methodological Comments" (p. 4-7).
Mode of data collection
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Face-to-face [f2f]
Research instrument
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The HLCS uses the following survey tools:
1) Main interviews
Main interview questionnaires collect general data on households, such as household composition, housing facilities, availability and use of land plots, cattle and poultry, characteristics of household members: anthropometric data, education, employment status. Interviewing of households takes place at the survey commencement stage. In addition, while interviewing, the interviewer completes a household composition check card to trace any changes during the entire survey period.
2) Observation of household expenditures and incomes
For the observation, two tools are used:
- Weekly diary of current expenditures. It is completed directly by a household twice a quarter. In the diary respondents (households) record all daily expenditures in details (e.g. for purchased foodstuffs - product description, its weight and value, and place of purchase). In addition, a household puts into the diary information on consumption of products produced in private subsidiary farming or received as a gift.
Households are evenly distributed among rotation groups, who complete diaries in different week days of every quarter. Assuming that the two weeks data are intrinsic for the entire quarter, the single time period of data processing (quarter) is formed by means of multiplying diary data by ratio 6.5 (number of weeks in a quarter divided on the number of weeks when diary records were made). Inclusion of foodstuffs for long-time consumption is done based on quarterly interview data.
- Quarterly questionnaire. It is used to interview households in the first month following the reporting quarter. Researchers collect data on large and irregular expenditures, in particular those relating to the purchase of foodstuffs for long-time consumption (e.g. sacks, etc.), and also data on household incomes. Since recalling all incomes and expenditures made in a quarter is uneasy, households make records during a quarter in a special quarterly expenditures log.
The major areas for quarterly observation are the following:
- structure of consumer financial expenditures for goods and services;
- structure of other expenditures (material aid to other households, expenditures for private subsidiary farming, purchase of real estate, construction and major repair of housing facilities and outbuildings, accumulating savings, etc);
- importance of private subsidiary farming for household welfare level (receipt and use of products from private subsidiary farming for own consumption, financial income from sales of such products, etc.);
- structure of income and other financial sources of a household. We separately study the income of every individual household member (remuneration of labor, pension, scholarship, welfare, etc.) and the income in form payments to a household as a whole (subsidies for children, aid of relatives and other persons, income from - sales of real estate and property, housing and utility subsidies, use of savings, etc.).
3) Single-time topical interviews
Single-time topical interviews questionnaires are used quarterly and cover the following topics:
- household expenditures for construction and repair of housing facilities and outbuilding
- availability of durable goods in a household
- assessment by households members of own health and accessibility of selected medical services
- self-assessment by a household of adequacy of its income
- household's access to Internet
摘要
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乌克兰国家统计服务局(前身为乌克兰国家统计委员会)自1999年起每年进行一次《家庭生活条件调查》。该调查基于普遍接受的国际标准,描绘了乌克兰的社会和人口状况。
从2002年起,消费者货币项目和总支出项目按照由欧洲统计局推荐的《个人消费商品和服务国际分类》(COICOP-HBS)进行开发。
乌克兰国家统计服务局自2004年起实施新的家庭样本调查组织与交付系统。自2004年起,建立了统一的调查员网络,同时进行三项家庭调查:家庭生活条件调查、家庭经济活动调查以及农村地区的家庭农业调查。2004-2008年间,引入了新的全国性地域概率抽样,以实施三项抽样调查。
地理覆盖范围
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全国,除切尔诺贝利灾难地区的一些定居点外。
分析单元
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- 家庭,
- 个人。
家庭是指共同居住在相同住宅设施中、满足所有基本需求、共同管理住宅、共用资金或其部分的人员总体。这些人可能是血缘亲属、法定亲属或两者兼有,或者没有血缘关系。家庭可以由一个人组成(乌克兰《关于乌克兰人口普查法》第1条)。由于仅有0.50%的家庭成员没有血缘关系(排除单身者后为0.65%),现代的“家庭”和“家庭”概念非常接近。
总体
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整个国家,所有私人家庭。该调查不包括集体家庭、临时居住在乌克兰的外国人以及无家可归者。
数据类型
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样本调查数据 [ssd]
抽样程序
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选择了12,977个家庭代表乌克兰的所有地区(包括城市地区的8,975个和农村地区的4,002个)进行此次调查。通过统计加权方法将样本调查结果汇总到乌克兰的所有家庭中。
在构建地域样本时,研究人员排除了切尔诺贝利灾难地区被排除区域(区域1)和无条件(强制)迁移区域(区域2)内的定居点。
计算调查对象的人口数量时,研究人员从居住人口中排除了机构人口——军人、被监禁者、寄宿学校和养老院居民,以及边际人口(无家可归者等)。
父总体被分层,以便样本能够充分代表行政和地域划分的基本具体特征,并确保家庭人口更加同质。为此,父总体被划分为乌克兰各地区的层。在每个层中,形成了三个较小的次层:拥有10万或以上居民的城镇(大城市)、拥有少于10万居民的城镇(小城镇)以及所有区(除城市区外),即农村地区的行政区域。样本量按比例分配到层和次层中,比例与它们的非机构居民人口数量相一致。
有关选择抽样调查的基本地域单元(PTUS)和家庭的详细信息的文档为《家庭生活条件调查方法论注释》(第4-7页)。
数据收集方式
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面对面 [f2f]
研究工具
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HLCS使用以下调查工具:
1) 主要访谈
主要访谈问卷收集有关家庭的一般数据,例如家庭构成、住房设施、土地地块的可用性和使用情况、牲畜和家禽、家庭成员的特征:人体测量数据、教育、就业状况。家庭访谈在调查开始阶段进行。此外,在访谈过程中,调查员填写家庭构成检查卡,以追踪整个调查期间的变化。
2) 家庭支出和收入的观察
观察时使用以下两种工具:
- 当前期支出的周记。它由家庭每季度直接完成两次。在日记中,受访者(家庭)详细记录所有日常支出(例如,购买的食品——产品描述、重量和价值,以及购买地点)。此外,家庭将来自私人副业生产的消费产品或作为礼物收到的信息也记入日记。
家庭被均匀地分配到轮换组中,他们在每个季度的不同工作日完成日记。假设两周的数据对于整个季度都是内在的,通过将日记数据乘以6.5的比率(一个季度中的周数除以记录日记的周数),形成单一时间周期(季度)的数据处理。基于季度访谈数据,包括长期消费的食品。
- 季度问卷。它用于在报告季度后的第一个月对家庭进行访谈。研究人员收集有关大额和不规则支出的数据,特别是与长期消费食品(如袋装食品等)购买有关的数据,以及家庭收入数据。由于回忆一个季度内所有收入和支出很困难,家庭在季度内记录在特别季度支出日志中。
季度观察的主要领域如下:
- 消费品和服务消费的财务支出结构;
- 其他支出结构(向其他家庭的物质援助、私人副业支出、房地产购买、住房设施和附属建筑的建设和主要维修、储蓄积累等);
- 私人副业对家庭福利水平的重要性(私人副业生产产品的消费和使用、此类产品的销售收入等);
- 家庭收入和其他财务来源的结构。我们分别研究每个家庭成员的收入(劳动报酬、养老金、奖学金、福利等),以及以支付给家庭整体的形式的收入(儿童补贴、亲属和其他人的援助、房地产和财产的销售收入、住房和服务补贴、储蓄的使用等)。
3) 单次专题访谈
单次专题访谈问卷每季度使用一次,涵盖以下主题:
- 家庭对住房设施和附属建筑的建设和维修的支出;
- 家庭中耐用品的可用性;
- 家庭成员对自身健康状况和选择的医疗服务可及性的评估;
- 家庭对自身收入充足性的自我评估;
- 家庭对互联网的访问。