National Household Income and Expenditure Survey Methodology (ENIGH) 2013
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National Household Income and Expenditure Survey Methodology (ENIGH) 2013 Continuous Statistics Office This document puts forth the objectives of the survey and details aspects that need to be considered before using the data produced by it. 2014 Contents I Introduction ....................................................................................................................................... 1 II Objectives ......................................................................................................................................... 3 2.1 General Objective ...................................................................................................................... 3 2.2 Specific Objectives ..................................................................................................................... 3 III Background ...................................................................................................................................... 4 3.1 Legal basis ................................................................................................................................. 4 3.2 National Household Income and Expenditure surveys conducted in Costa Rica ...................... 4 IV Reference Framework ..................................................................................................................... 6 4.1 Supporting documents .............................................................................................................. 6 4.1.1 Household income and expenditure statistics .................................................................... 6 4.1.2 Expert group on household income statistics ..................................................................... 6 4.1.3 Household income and expenditures within the framework of the SNA and the household surveys ......................................................................................................................................... 7 4.1.4 System of National Accounts Manual 2008 ....................................................................... 7 V Limits ................................................................................................................................................ 9 5.1 Geographic scope ...................................................................................................................... 9 5.1.1 Central Region .................................................................................................................... 9 5.1.2 Chorotega Region ............................................................................................................. 10 5.1.3 Central Pacific Region ....................................................................................................... 10 5.1.4 Brunca Region .................................................................................................................. 10 5.1.5 Huetar Caribbean Region ................................................................................................. 10 5.1.6 Huetar North Region ........................................................................................................ 10 5.2 Temporal scope ....................................................................................................................... 11 5.3 Population scope ..................................................................................................................... 12 VI Objects of study ............................................................................................................................ 13 6.1 Housing unit ............................................................................................................................ 13 6.1.1 Individual housing unit ..................................................................................................... 13 6.1.2 Collective housing unit ..................................................................................................... 13 6.2 Household ............................................................................................................................... 14 6.2.1 Housing units with more than one household ................................................................. 14 I 6.3 Usual resident ......................................................................................................................... 14 6.3.1 Household member .......................................................................................................... 15 VII Conceptual framework ................................................................................................................ 16 7.1 Occupation and employment .................................................................................................. 16 7.1.1 Economic activity ............................................................................................................. 16 7.1.2 Activity condition ............................................................................................................. 16 7.1.3 Type of employment ........................................................................................................ 18 7.1.3.2 Independent work ......................................................................................................... 19 7.1.4 Employment situation ...................................................................................................... 20 7.1.5 Amount of jobs ................................................................................................................. 22 7.1.6 Other employment characteristics................................................................................... 22 7.2 Household income .................................................................................................................. 23 7.2.1 Current income ................................................................................................................ 24 7.2.1 Imputed cost of housing unit ........................................................................................... 32 7.2.2 Capital transactions .......................................................................................................... 33 7.3 Household expenditure ........................................................................................................... 34 7.3.1 Current expenditure ......................................................................................................... 35 7.3.2 Capital transactions .......................................................................................................... 41 7.3.3 Special considerations on goods and services expenditure ............................................. 43 VIII Main changes in ENIGH 2013 with regards to ENIG 2004 .......................................................... 47 8.1 Changes made to data collection tools ................................................................................... 47 8.1.1 Access to goods and services ........................................................................................... 47 8.1.2 Employment ..................................................................................................................... 48 8.1.3 Income .............................................................................................................................. 48 8.1.4 Expenditure ...................................................................................................................... 49 8.2 Operational changes ............................................................................................................... 53 8.2 Collection of supermarket invoices to record expenditure digitally ................................... 53 8.2.8.2 Field work data entry .................................................................................................... 54 IX General considerations and uses .................................................................................................. 55 9.1 General Considerations ........................................................................................................... 55 9.1.1 Approximate wellbeing by household income and expenditure ..................................... 55 9.1.2 Information bias ............................................................................................................... 55 9.2 Uses ......................................................................................................................................... 57 X Sample design ................................................................................................................................ 59 II 10.1 Population and coverage ...................................................................................................... 59 10.2 Sampling frame ..................................................................................................................... 59 10.3 Study domains ....................................................................................................................... 59 10.4 Sample size, distribution and selection ................................................................................. 60 10.5 Expansion factors .................................................................................................................