At the onset of the 2008-2009 global economic crisis, the Open Society Institute-Sofia and the World Bank partnered to implement Crisis Monitoring Survey (CMS). The CMS is a multi-topic household survey that followed three nationally representative cross-sections of about 2,400 households, including a panel of about 1,700 Bulgarian households, during February 2010, October 2010 and February 2011. The survey included a detailed income module, but no consumption module. It tracked the incidence of income shocks, the coping strategies used by affected households to mitigate the income losses, and the impact of public polices - social protection in particular - in alleviating the effects of the crisis. In particular, the survey investigated in some depth how households used the labor market to mitigate the impact of the crisis, whether formal social protection programs protected households against sliding into poverty, and the effectiveness of informal safety nets.
Given the special need to study the more vulnerable ethnic minority Roma population, an independent "booster sample" of about 300 households was selected in settlements and neighborhoods identified as predominantly Roma.
The third round of Crisis Monitoring Survey was conducted in February 2011. The data from this round is documented here.
Kind of Data
Sample survey data [ssd]
Unit of Analysis
v01, edited, anonymous datasets
Unit of Analysis
Producers and sponsors
Authoring entity/Primary investigators
Open Society Institute-Sofia
Open Society Institute-Sofia
Two samples were used in Crisis Monitoring Survey: main sample and booster sample.
The main sample was chosen in two stages.
First, the population was stratified by district (NUTS 3) and type of settlement. In Bulgaria, there are 28 administrative districts. For the type of settlement three categories were defined - rural, urban (with population under 50,000) and metropolitan (with population over 50,000). Bulgaria's capital, Sofia, is include in the metropolitan category. In this way 28 x 3=84 categories (strata) were defined and proportional allocation was made. The method of selecting settlements from each stratum is simple random sampling with replacement, weighted by the number of households in the settlement.
In the second stage, voting stations were chosen in each settlement. Voting stations were used as a type of cluster. Voting stations were selected with probability proportional to the number of voters in each station. In each cluster, (voting station), 20 household addresses were randomly selected from the list of all addresses in the station. The first 10 addresses, which had to be visited mandatorily, formed the main list. If there was a refusal in a household of the main list, this household had to be replaced with an address from the list of reserves (the last 10 addresses).
For the Roma booster sample, an expert database was used. It contained basic information for all segregated neighborhoods in the country like locality (district, municipality and settlement), an experts' approximation for the number of population, number of households, number of houses and other characteristics. The planned booster size sample was 300 households. Simple random sampling without replacement was used in segregated neighborhoods, weighted by their population. In this way, 30 segregated neighborhoods in 20 districts were selected. In each district, 10 randomly sampled households had to be interviewed. GPS sampling was used to identify households in each cluster.
In the third round, there were three types of addresses:
- All the households from the first round, regardless if they were interviewed in the second, or not;
- Addresses of the households only from the second wave;
- Additional addresses to complete the list to 2,400 households.
The enumerator had to visit first households from the first round, then households that were visited only in the second round, and at last, if there were less than 10 interviews done in the cluster, to get addresses from the list with additional addresses.
In the third round, 1,689 households (71 percent of the initial population of 2,384 households) were interviewed for the third time.
Detailed information about weighting procedures is available in the document "Sample Design and Weighting Procedures for Bulgaria Crisis Monitoring Survey (CMS) and the Bulgarian Longitudinal Inclusive Society Survey (BLISS)" in Related Materials.
Dates of Data Collection (YYYY/MM/DD)
Mode of data collection
Type of Research Instrument
The survey collected information about household demographics (roster), labor market participation and earnings, housing, durables, access to and receipts of social protection programs, informal safety nets and remittances, other income, credit, self-reported impact of the crisis, coping and mitigation mechanisms.
The Bulgaria Crisis Monitoring Survey combines modules that have been used in crisis surveys in a number of countries (including crisis-specific labor, credit, and coping strategies modules) with uniquely detailed modules on income and social assistance.
Use of the dataset must be acknowledged using a citation which would include:
- the Identification of the Primary Investigator
- the title of the survey (including country, acronym and year of implementation)
- the survey reference number
- the source and date of download
Open Society Institute-Sofia, World Bank. Bulgaria Crisis Monitoring Survey 2011, Round 3 (CMS-R3). Ref. BGR_2011_CMS-R3_v01_M. Dataset downloaded from [URL] on [date].
Disclaimer and copyrights
The user of the data acknowledges that the original collector of the data, the authorized distributor of the data, and the relevant funding agency bear no responsibility for use of the data or for interpretations or inferences based upon such uses.