The IES 2005/2006 based on the diary method was the first of its kind to be conducted by Stats SA. Previously IESs were conducted by Stats SA every five years using the recall method. In the recall method a single questionnaire was administered to a household at a selected dwelling unit in the sample. The responding households were required to recall expenditure on all non-durable goods purchased during the month prior to the survey. They were also, in the case of durable and semi-durable goods, required to recall purchases of such goods for the 12 months prior to the survey. The previous IESs also collected information on various sources of income (monetary or in-kind) acquired by households and details about how they disposed of such income (expenditure on goods and services, remittances, etc.). The whole survey was conducted during a period of four weeks.
In line with best international practices, Stats SA decided to change the survey methodology from the recall method to a combination of the recall and the diary methods. Therefore, unlike the previous series of IESs conducted by Stats SA, the IES 2005/2006 was conducted using a combination of the diary and recall methods.
The 2005-2006 IES was designed to collect information on items and services acquired by South African households, various sources of income acquired by participating households (monetary or in-kind) and details as to how they spent this income (on expenditure, remittances, etc.). This was accomplished by collecting details of all expenditure by a participating household and all acquisitions of goods and services for the household’s own consumption within a given reference period. Studies of this nature play an important role in evaluating changes in consumption patterns, levels of income and income distribution. The results of the survey serve as an input into identifying the goods and services that should be included in the Consumer Price Index (CPI) basket of goods and services.
Version 1 of the Income and Expenditure Survey 2005-6 was released by Statistics South Africa in the 1st Quarter of 2008. This version did not contain person-level data.
Version 2 of this dataset, which was released in the 3rd Quarter 2008, contained person-level data, and replaces the earlier version.
The 2005-2006 South Africa Income and Expenditure Survey covered the following topics:
- Particulars of The Households and Survey Information
- Household Composition and Particulars of Each Person in The Household
o Household Composition Control
o Particulars of Each Person in The Household
- Area of Purchase of Goods by the Household
- Information Regarding Dwellings
- Swimming Pool and Garden during the 11 Months Prior to the Survey Month
- Expenditure When Away from Home during the 11 Months Prior to the Survey Month
- Domestic Workers in the Month Prior to the Survey Month
- Input Costs for Home Production during the 11 Months Prior to the Survey Month
- Clothing and Footwear
- Household Textiles
- Furniture and Equipment
- Recreation, Entertainment and Sport during the 11 Months Prior to the Survey Month
- Education and Training during the 11 Months Prior to the Survey Month
- Reading Material and Stationery during the 11 Months Prior to the Survey Month
- Health Services and Medical Requisites for the 11 Months Prior to the Survey Month
- Transport during the 11 Months Prior to the Survey Month
- Computer and Telecommunication Equipment during the 11 Months Prior to the Survey Month
- Finance Charges, Income Tax and Investments
- Particulars of Income
- Daily Income and Expenditure (weekly diary over 4 week period)
o Item Purchased by The Household
o Items Consumed by The Household from Own Produce, form Nature, or Received as Gifts and/or Maintenance
The IES 2005/2006 included all domestic households, holiday homes and all households in workers’ residences such as mining hostels and dormitories for workers. It did not include institutions such as hospitals, prisons, old-age homes, student hostels and dormitories for scholars. Also excluded were boarding houses, hotels, lodges and guest houses.
Producers and sponsors
Statistics South Africa
• A newly designed Master Sample, consisting of 3 000 Primary Sampling Units (PSUs), based on the 2001 Population Census Enumeration Areas, was used as the sampling frame. The Master Sample is used for all household surveys conducted by Statistics South Africa (Stats SA).
• The 3 000 primary sampling units (PSUs) from the Master Sample were representatively divided into four quarterly allocations of 750 each.
• Within each quarterly allocation, a random sample of 250 PSUs was selected every month.
• Eight dwelling units were systematically selected from each of the sampled PSUs for fieldwork. In total, 24 000 dwelling units were covered during the twelve months of data collection for the IES 2005/2006. This process ensured that the sample was evenly spread over the twelve months, while it remained nationally representative in each quarter.
From the 24 000 dwelling units sampled across South Africa, 25 192 households were identified. Out of these, there was a sample realisation of 22 617 households, with the remaining 2 575 households were classified as out of scope due to a number of reasons, such as listing error, vacant dwelling, unoccupied dwelling, etc.
Refer "Metadata" document for detail weighting coefficient calculation.
Dates of Data Collection
Data Collection Mode
Data Collection Notes
The survey was conducted over a period of one year, from September 2005 to August 2006, with sampled households participating for one month and new subsamples of households starting every month. The data collection exercise involved physical visits to households at the selected dwelling units by trained fieldworkers. Data collection consisted of an extensive interview using a pre-coded questionnaire, which was split and conducted on five separate visits during the survey month. In addition, the selected household was required to record all its acquisitions for the survey month in diaries. A separate diary was used for each of the four weeks of the survey month.
Fieldworkers were hired throughout the period of the survey to complete the main questionnaire by conducting the five interviews and to deliver and collect weekly diaries from households at the selected dwelling units. Whenever it was necessary, fieldworkers were required to assist households regarding how to record their acquisitions in the weekly diary.
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
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.
Copyright, Statistics South Africa
DDI Document ID
University of Cape Town
Date of Metadata Production
DDI Document version
Version 01: Adopted from "DDI-ZAF-DATAFIRST-IES-2005-V01" DDI that was done by metadata producer mentioned in "Metadata Production" section. Previous survey ID was "zaf-statssa-ies-2005-v01".