Family Income and Expenditure Survey 2009
Philippines, 2009
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Feb 19, 2014
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Identification
Survey ID Number
PHL_2009_FIES_v01_M
Title
Family Income and Expenditure Survey 2009
Country
| Name | Country code |
|---|---|
| Philippines | Phil |
Series Information
The 2009 Family Income and Expenditure Survey (FIES 2009) is a nationwide survey of households undertaken by the National Statistics Office. It is the main source of data on family income and expenditures. From 1957 to 1975, the FIES was conducted every five years. However, in 1985, a new series of FIES (in terms of content and methodology) had begun and the gap of conducting this survey was reduced to three years. Hence, this is the fifteenth FIES since March 1957.
Abstract
The 2009 Family Income and Expenditure Survey (FIES) had the following primary objectives:
1) To gather data on family income and family expenditure and related information affecting income and expenditure levels and patterns in the Philippines;
2) To determine the sources of income and income distribution, levels of living and spending patterns, and the degree of inequality among families;
3) To provide benchmark information to update weights for the estimation of consumer price index; and
4) To provide information for the estimation of the country's poverty threshold and incidence.
1) To gather data on family income and family expenditure and related information affecting income and expenditure levels and patterns in the Philippines;
2) To determine the sources of income and income distribution, levels of living and spending patterns, and the degree of inequality among families;
3) To provide benchmark information to update weights for the estimation of consumer price index; and
4) To provide information for the estimation of the country's poverty threshold and incidence.
Kind of Data
Sample survey data [ssd]
Unit of Analysis
The unit of analysis was the Household
Scope
Notes
The survey will gather income and expenditure data that include, among others, sources of income in cash and in kind and the levels of consumption by item of expenditure.
Keywords
| Keyword | Vocabulary |
|---|---|
| TOINC | Total Income |
| TOEXP | Total Expenditure |
Coverage
Geographic Coverage
The 2003 Master Sample (MS) considers the country's 17 administrative regions as defined in Executive Orders (EO) 36 and 131 as the sampling domains. A domain is referred to as a subdivision of the country for which estimates with adequate level of precision are generated. It must be noted that while there is demand for data at the provincial level (and to some extent municipal and barangay levels), the provinces were not treated as sampling domains because there are more than 80 provinces which would entail a large resource requirement. Below are the 17 administrative regions of the country:
National Capital Region
Cordillera Administrative Region
Region I - Ilocos
Region II - Cagayan Valley
Region III - Central Luzon
Region IVA - CALABARZON
Region IVB - MIMAROPA
Region V - Bicol
Region VI - Western Visayas
Region VII - Central Visayas
Region VIII - Eastern Visayas
Region IX - Zamboanga Peninsula
Region X - Northern Mindanao
Region XI - Davao
Region XII - SOCCSKSARGEN
Region XIII - Caraga
Autonomous Region in Muslim Mindanao
National Capital Region
Cordillera Administrative Region
Region I - Ilocos
Region II - Cagayan Valley
Region III - Central Luzon
Region IVA - CALABARZON
Region IVB - MIMAROPA
Region V - Bicol
Region VI - Western Visayas
Region VII - Central Visayas
Region VIII - Eastern Visayas
Region IX - Zamboanga Peninsula
Region X - Northern Mindanao
Region XI - Davao
Region XII - SOCCSKSARGEN
Region XIII - Caraga
Autonomous Region in Muslim Mindanao
Universe
The 2009 FIES has as its target population, all households and members of households nationwide. A household is defined as an aggregate of persons, generally but not necessarily bound by ties of kinship, who live together under the same roof and eat together or share in common the household food. Household membership comprises the head of the household, relatives living with him such as his/her spouse, children, parent, brother/sister, son-in-law/daughter-in-law, grandson/granddaughter and other relatives. Household membership likewise includes boarders, domestic helpers and non-relatives. A person who lives alone is considered a separate household.
Producers and sponsors
Primary investigators
| Name |
|---|
| National Statistics Office |
Producers
| Name | Role |
|---|---|
| National Economic and Development Authority | Assistance in sampling design and methodology |
| National Statistical Coordination Board | Formulates policies, delineates responsibilities, sets priorities and Standards on statistics and administers the one-stop statistical information center |
Funding Agency/Sponsor
| Name | Role |
|---|---|
| Philippine Government | Funding |
Sampling
Sampling Procedure
The 2003 Master Sample (MS) considers the country's 17 administrative regions as defined in Executive Orders (EO) 36 and 131 as the sampling domains. A domain is referred to as a subdivision of the country for which estimates with adequate level of precision are generated. It must be noted that while there is demand for data at the provincial level (and to some extent municipal and barangay levels), the provinces were not treated as sampling domains because there are more than 80 provinces which would entail a large resource requirement. Below are the 17 administrative regions of the country:
National Capital Region
Cordillera Administrative Region
Region I - Ilocos
Region II - Cagayan Valley
Region III - Central Luzon
Region IVA - CALABARZON
Region IVB - MIMAROPA
Region V - Bicol
Region VI - Western Visayas
Region VII - Central Visayas
Region VIII - Eastern Visayas
Region IX - Zamboanga Peninsula
Region X - Northern Mindanao
Region XI - Davao
Region XII - SOCCSKSARGEN
Region XIII - Caraga
Autonomous Region in Muslim Mindanao
As in most household surveys, the 2003 MS made use of an area sample design. For this purpose, the Enumeration Area Reference File (EARF) of the 2000 Census of Population and Housing (CPH) was utilized as sampling frame. The EARF contains the number of households by enumeration area (EA) in each barangay.
This frame was used to form the primary sampling units (PSUs). With consideration of the period for which the 2003 MS will be in use, the PSUs were formed/defined as a barangay or a combination of barangays with at least 500 households.
The 2003 MS considers the 17 regions of the country as the primary strata. Within each region, further stratification was performed using geographic groupings such as provinces, highly urbanized cities (HUCs), and independent component cities (ICCs). Within each of these substrata formed within regions, the PSUs were further stratified, to the extent possible, using the proportion of strong houses (PSTRONG), indicator of engagement in agriculture of the area (AGRI), and a measure of per capita income (PERCAPITA) as stratification factors.
The 2003 MS consists of a sample of 2,835 PSUs. The entire MS was divided into four sub-samples or independent replicates, such as a quarter sample contains one fourth of the total PSUs; a half sample contains one-half of the four sub-samples or equivalent to all PSUs in two replicates.
The final number of sample PSUs for each domain was determined by first classifying PSUs as either self-representing (SR) or non-self-representing (NSR). In addition, to facilitate the selection of sub-samples, the total number of NSR PSUs in each region was adjusted to make it a multiple of 4.
SR PSUs refers to a very large PSU in the region/domain with a selection probability of approximately 1 or higher and is outright included in the MS; it is properly treated as a stratum; also known as certainty PSU. NSR PSUs refers to a regular too small sized PSU in a region/domain; also known as non certainty PSU. The 2003 MS consists of 330 certainty PSUs and 2,505 non-certainty PSUs.
To have some control over the sub-sample size, the PSUs were selected with probability proportional to some estimated measure of size. The size measure refers to the total number of households from the 2000 CPH. Because of the wide variation in PSU sizes, PSUs with selection probabilities greater than 1 were identified and were included in the sample as certainty selections.
At the second stage, enumeration areas (EAs) were selected within sampled PSUs, and at the third stage, housing units were selected within sampled EAs. Generally, all households in sampled housing units were enumerated, except for few cases when the number of households in a housing unit exceeds three. In which case, a sample of three households in a sampled housing unit was selected at random with equal probability.
An EA is defined as an area with discernable boundaries within barangays consisting of about 150 contiguous households. These EAs were identified during the 2000 CPH. A housing unit, on the other hand, is a structurally separate and independent place of abode which, by the way it has been constructed, converted, or arranged, is intended for habitation by a household.
National Capital Region
Cordillera Administrative Region
Region I - Ilocos
Region II - Cagayan Valley
Region III - Central Luzon
Region IVA - CALABARZON
Region IVB - MIMAROPA
Region V - Bicol
Region VI - Western Visayas
Region VII - Central Visayas
Region VIII - Eastern Visayas
Region IX - Zamboanga Peninsula
Region X - Northern Mindanao
Region XI - Davao
Region XII - SOCCSKSARGEN
Region XIII - Caraga
Autonomous Region in Muslim Mindanao
As in most household surveys, the 2003 MS made use of an area sample design. For this purpose, the Enumeration Area Reference File (EARF) of the 2000 Census of Population and Housing (CPH) was utilized as sampling frame. The EARF contains the number of households by enumeration area (EA) in each barangay.
This frame was used to form the primary sampling units (PSUs). With consideration of the period for which the 2003 MS will be in use, the PSUs were formed/defined as a barangay or a combination of barangays with at least 500 households.
The 2003 MS considers the 17 regions of the country as the primary strata. Within each region, further stratification was performed using geographic groupings such as provinces, highly urbanized cities (HUCs), and independent component cities (ICCs). Within each of these substrata formed within regions, the PSUs were further stratified, to the extent possible, using the proportion of strong houses (PSTRONG), indicator of engagement in agriculture of the area (AGRI), and a measure of per capita income (PERCAPITA) as stratification factors.
The 2003 MS consists of a sample of 2,835 PSUs. The entire MS was divided into four sub-samples or independent replicates, such as a quarter sample contains one fourth of the total PSUs; a half sample contains one-half of the four sub-samples or equivalent to all PSUs in two replicates.
The final number of sample PSUs for each domain was determined by first classifying PSUs as either self-representing (SR) or non-self-representing (NSR). In addition, to facilitate the selection of sub-samples, the total number of NSR PSUs in each region was adjusted to make it a multiple of 4.
SR PSUs refers to a very large PSU in the region/domain with a selection probability of approximately 1 or higher and is outright included in the MS; it is properly treated as a stratum; also known as certainty PSU. NSR PSUs refers to a regular too small sized PSU in a region/domain; also known as non certainty PSU. The 2003 MS consists of 330 certainty PSUs and 2,505 non-certainty PSUs.
To have some control over the sub-sample size, the PSUs were selected with probability proportional to some estimated measure of size. The size measure refers to the total number of households from the 2000 CPH. Because of the wide variation in PSU sizes, PSUs with selection probabilities greater than 1 were identified and were included in the sample as certainty selections.
At the second stage, enumeration areas (EAs) were selected within sampled PSUs, and at the third stage, housing units were selected within sampled EAs. Generally, all households in sampled housing units were enumerated, except for few cases when the number of households in a housing unit exceeds three. In which case, a sample of three households in a sampled housing unit was selected at random with equal probability.
An EA is defined as an area with discernable boundaries within barangays consisting of about 150 contiguous households. These EAs were identified during the 2000 CPH. A housing unit, on the other hand, is a structurally separate and independent place of abode which, by the way it has been constructed, converted, or arranged, is intended for habitation by a household.
Weighting
In the 2003 Master Sample Design, the probability that a household is included in the sample varies across domains/regions. However, the sampling design is epsem within domain (i.e. equal selection probabilities within region). The initial step in the construction of weights is to determine the unit's base weight. This is defined as the inverse of its selection probabilities. The base weight is further adjusted to take into account possible non-response and possibly to make the estimates conform to some known population totals.
The final survey weight assigned to each responding unit is computed as the product of the base weight, the non-response adjustment and the population weighting adjustment (in the case of households as responding unit - the household population weighting adjustment).
The final survey weight assigned to each responding unit is computed as the product of the base weight, the non-response adjustment and the population weighting adjustment (in the case of households as responding unit - the household population weighting adjustment).
Data Collection
Dates of Data Collection
| Start |
|---|
| 2009 |
Data Collection Mode
Face-to-face [f2f]
Data Collectors
| Name | Abbreviation |
|---|---|
| Provincial regular staff | SCOs |
| Hired Enumerators |
Questionnaires
Questionnaires
Refer to the attached 2009 FIES questionnaire in pdf file (External Resources)
Access policy
Contacts
Confidentiality
This (Census/Survey) conforms to the provisions of confidentiality stated under Section 4 of Commonwealth Act No. 591, which says that the "Data furnished to the Bureau of Census and Statistics (BCS) now known as the National Statistics Office, by an individual, corporation, partnership, institution or business enterprise shall not be used as evidence in any court or in any public office either as evidence against the individual, corporation, association, partnership, institution, or business enterprise from whom such data emanates; nor shall such data or information be divulged to any person except authorized employees of the BCS acting in the performance of their duties; nor shall such data be published except in the form of summaries or statistical tables in which no reference to an individual, corporation, association, partnership, institution or business enterprise shall appear."
Access conditions
Authorization to use this data is granted only to the client or data user and persons within its organization, if applicable. Under no circumstances shall the client reproduce, distribute, sell or lend the entire data or parts thereof to any other data user apart from himself or that of authorized employees in his organization. The NSO shall hold the data user fully responsible for safeguarding the data from any unauthorized access or use.
Before being granted access to the dataset, all users have to formally agree:
1. To make no copies of any files or portions of files to which s/he is granted access except those authorized by the NSO.
2. Not to use any technique in an attempt to learn the identity of any person, establishment, or sampling unit not identified in the dataset.
3. To hold in strictest confidence the identification of any establishment or individual that may be inadvertently revealed in any documents or discussion, or analysis. Such inadvertent identification revealed in her/his analysis will be immediately be reported to the NSO.
Before being granted access to the dataset, all users have to formally agree:
1. To make no copies of any files or portions of files to which s/he is granted access except those authorized by the NSO.
2. Not to use any technique in an attempt to learn the identity of any person, establishment, or sampling unit not identified in the dataset.
3. To hold in strictest confidence the identification of any establishment or individual that may be inadvertently revealed in any documents or discussion, or analysis. Such inadvertent identification revealed in her/his analysis will be immediately be reported to the NSO.
Citation requirements
Any report, paper or similar articles, whether published or not, emanating from the use of this data shall give appropriate acknowledgement as suggested herein, “(Title of Census/Survey, version number and date), National Statistics Office, Manila, Philippines”, as the source of basic data. The data user or client is encouraged to provide NSO with a copy of such report, paper or article. It is understood that unless expressly allowed by the client, such report, paper or article shall not be used for any purpose other than monitoring
Access authority
| Name | Affiliation | |
|---|---|---|
| Income and Emplyment Statistics Division | National Statistics Office | iesdstaff@census.gov.ph |
| Databank and Information Systems Division | National Statistics Office | info@census.gov.ph |
Disclaimer and copyrights
Disclaimer
The NSO gives no warranty that the data are free from errors. Hence, the NSO shall not be held responsible for any loss or damage as a result of the client's manipulation or tabulation of the data.
Copyright
The data user acknowledges that any available intellectual property rights, including copyright in the data are owned by the National Statistics Office.
Metadata production
DDI Document ID
DDI_PHL_2009_FIES_v01_M_WB
Producers
| Name | Abbreviation | Affiliation | Role |
|---|---|---|---|
| Development Data Group | DECDG | The World Bank | Documentation of the DDI |
Date of Metadata Production
2014-02-11
DDI Document version
Version 01 (February 2014)