Household Budget Survey 2001 - Estonia

Abstract
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The Household Budget Survey has been regularly conducted since July 1995 by Statistics Estonia (formerly known as the Statistical Office of Estonia).

The goals of Estonia Household Budget Survey are to get reliable information about the economic situation of households; to calculate indicators reflecting socio-economic development of the society (standards of living, cost of living, inequality, poverty, etc.); to project socio-political measures and estimate their effectiveness.

Since 2000 the survey uses a new methodology, modified with the help of a grant from the World Bank. The main alterations were:
- the sampling design was changed;
- documents identifying household and the questionnaires were redesigned;
- the diaries and questionnaires on the income and expenditure data of households were made more handy and user-friendly;
- the usage of data in macro-economics was revised;
- the organization of interviewing was somewhat altered.

Population of Household Budget Survey is all Estonian non-institutional households. Inhabitants of the nursing homes, prisons, boarding schools and monasteries do not belong to the population of HBS. To reduce the cost of the survey, the monthly sample size was reduced to 820 households. The Population Register is used to randomly select the households. Each household is interviewed twice; the rotation period is 12 months.

Geographic coverage
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National

Analysis unit
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- Households,
- Individuals.

Universe
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Population of Household Budget Survey is all Estonian non-institutional households. Inhabitants of the nursing homes, prisons, boarding schools and monasteries do not belong to the population of HBS.

Kind of data
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Sample survey data [ssd]

Sampling procedure
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As in previous years, the Population Register (PR) is used for selection of a random sample. PR is a database (run by Andmevara Ltd) of all individuals living in Estonia (citizens and those having living permission). It includes a record for every person with person's name, personal identification code, address code and some other indicators.

The sampling frame is a part of the PR comprising of people 15 years old and older (earlier the age limit was 16 years). Respondents are chosen from the Population Register records by stratified systematic random sampling. Previously the households were repeatedly interviewed according to the rotation scheme. The rotation period was three months and each household was interviewed, in general, three times. Since 2000, each household is interviewed twice, the rotation period is 12 months, whereas every year half of the sample is replaced.

Detailed information about sampling is available in "Estonia Household Budget Survey Methodology" in external resources.

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

Research instrument
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The following survey instruments are used in the study:

1) Household Survey contains general data about the size and composition of the household (number of members, age, gender, relationship to the head of the household, nationality, educational level, ability to work, relation to work, area of occupation, form of ownership of enterprise, social group and group of occupation of household members).

Part A of the questionnaire contains general information and information about the structure of the household, part B - general information on the household members, part C covers the household's dwelling and part D - the immovable and movable property of the household.

2) The diary book of food expenditure contains data about the food expenditure of the household during half a month (half of the sample fills in the diary in the first half of the month - from 1st to 15th day - and half of the sample does it in the second half of the month - from 16th to 30th (31st) day of the month). Eating out and the consumption of self-produced or free food products are registered as well.

3) The diary book of income, taxes and expenditure contains data about monetary and non-monetary income of the surveyed month, taxes paid by the household and goods and services bought by the household. The separate parts in the diary are for recording the expenditure on construction and renovation activities and expenditure related to the household's economic and production activities and lastly expenditure on the investment of money and other transactions (depositing, borrowing, lending of money, etc).

{'Abstract': '自1995年7月起，国家统计局（原名爱沙尼亚统计局）定期进行家庭预算调查。爱沙尼亚家庭预算调查的宗旨在于获取关于家庭经济状况的可靠信息；计算反映社会经济发展水平的指标（生活水平、生活成本、不平等、贫困等）；预测社会政治措施并评估其有效性。
自2000年起，调查采用了一种新的方法，该方法在获得世界银行资助后进行了改进。主要变更包括：
- 样本设计发生了变化；
- 家庭身份识别文件和问卷进行了重新设计；
- 家庭收入和支出数据的日记和问卷变得更加便捷和用户友好；
- 宏观经济学中数据的运用得到修订；
- 访谈的组织方式有所改变。
家庭预算调查的总体为所有爱沙尼亚非机构化家庭。养老院、监狱、寄宿学校和修道院的居民不属于HBS的总体。为了降低调查成本，每月的样本量减少至820户。人口登记册用于随机选择家庭。每个家庭接受两次访谈；轮换周期为12个月。
', 'Geographic_coverage': '全国范围
', 'Analysis_unit': '- 家庭；
- 个人。
', 'Universe': '家庭预算调查的总体为所有爱沙尼亚非机构化家庭。养老院、监狱、寄宿学校和修道院的居民不属于HBS的总体。
', 'Kind_of_data': '样本调查数据 [ssd]
', 'Sampling_procedure': '与往年一样，人口登记册（PR）用于随机样本的选择。PR是由Andmevara Ltd运营的包含所有居住在爱沙尼亚的个人（公民和拥有居住许可的人）的数据库。它为每个人记录了姓名、个人识别码、地址码和一些其他指标。
样本框是PR的一部分，包括15岁及以上的人群（之前的年龄限制为16岁）。受访者由人口登记册记录通过分层系统随机抽样选择。以前，家庭根据轮换方案反复接受访谈。轮换周期为三个月，每个家庭通常接受三次访谈。自2000年以来，每个家庭接受两次访谈，轮换周期为12个月，而每年一半的样本被替换。
有关抽样的详细信息可在外部资源中找到的“爱沙尼亚家庭预算调查方法”中查阅。
', 'Mode_of_data_collection': '面对面 [f2f]
', 'Research_instrument': '在研究中使用了以下调查工具：
1) 家庭调查包含关于家庭规模和组成的通用数据（家庭成员数量、年龄、性别、与户主的关系、国籍、教育水平、工作能力、与工作的关系、职业领域、企业所有权形式、社会群体和家庭成员的职业群体）。
问卷的第一部分包含通用信息和关于家庭结构的信息，第二部分包含关于家庭成员的通用信息，第三部分涵盖家庭的住宅，第四部分涉及家庭的固定资产和流动资产。
2) 食品支出日记包含关于家庭在半个月内的食品支出数据（样本的一半在月的前半段填写日记，即1日至15日，另一半在月的后半段填写，即16日至30日（31日））。外出就餐和自产或免费食品产品的消费也被记录。
3) 收入、税收和支出日记包含关于调查月份的货币和非货币收入、家庭支付的税款以及家庭购买的商品和服务的数据。日记的单独部分用于记录建筑和翻新活动的支出以及与家庭经济和生产活动相关的支出，最后是金钱和其他交易（存款、借款、贷款等）的支出。
'}