Family Income and Expenditure Survey 2003
Philippines, 2003 - 2004
Reference ID
PHL-NSO-FIES-2003-v01.
Producer(s)
Philippine Statistics Authority
Collection(s)
Metadata
Related Microdata
Created on
Sep 14, 2021
Last modified
Sep 15, 2021
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Identification
Title
Family Income and Expenditure Survey 2003
Countries
| Name | Abbreviation |
|---|---|
| Philippines | Phil |
idno
PHL-NSO-FIES-2003-v01.
Study notes
The 2003 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 reporting unit was the household which implied that the statistics emanating from this survey referred to the characteristics of the population residing in private households. Institutional population is not within the scope of the survey.
For FIES, the concept of family was used. A family consists of the household head, spouse, unmarried children, ever-married children, son-in-law/daughter-in-law, parents of the head/spouse and other relatives who are members of the household.
In addition, two or more persons not related to each other by blood, marriage or adoption are also considered in this survey. However, only the income and expenditure of the member who is considered as the household head are included.
For FIES, the concept of family was used. A family consists of the household head, spouse, unmarried children, ever-married children, son-in-law/daughter-in-law, parents of the head/spouse and other relatives who are members of the household.
In addition, two or more persons not related to each other by blood, marriage or adoption are also considered in this survey. However, only the income and expenditure of the member who is considered as the household head are included.
Version
Version
FIES Volume 2: Detailed Items on Food Expenditure
Scope
Keywords
| keyword | URI |
|---|---|
| TOINC | |
| TOEXP |
Coverage
Geographic coverage
The 2003 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
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
Unit of analysis
The reporting unit was the household which implied that the statistics emanating from this survey referred to the characteristics of the population residing in private households. Institutional population is not within the scope of the survey.
For FIES, the concept of family was used. A family consists of the household head, spouse, unmarried children, ever-married children, son-in-law/daughter-in-law, parents of the head/spouse and other relatives who are members of the household.
In addition, two or more persons not related to each other by blood, marriage or adoption are also considered in this survey. However, only the income and expenditure of the member who is considered as the household head are included.
For FIES, the concept of family was used. A family consists of the household head, spouse, unmarried children, ever-married children, son-in-law/daughter-in-law, parents of the head/spouse and other relatives who are members of the household.
In addition, two or more persons not related to each other by blood, marriage or adoption are also considered in this survey. However, only the income and expenditure of the member who is considered as the household head are included.
Universe
The survey involved the interview of a national sample of about 51,000 sample households deemed sufficient to provide reliable estimates of income and expenditure at the national and regional level.
The 2003 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.
The 2003 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
Producer(s)
| Name | Affiliation | 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 agencies
| Name | Abbreviation | Role |
|---|---|---|
| Philippine Government |
Sampling
Sampling procedure
The 2003 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.
The 2003 FIES involved the interview of a national sample of about 51,000 sample households deemed sufficient to gather data on family income and family expenditure and related information affecting income and expenditure levels and patterns in the Philippines at the national and regional level. The sample households covered in the survey were the same households interviewed in the July 2003 and January 2004 round of the LFS.
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.
The 2003 FIES involved the interview of a national sample of about 51,000 sample households deemed sufficient to gather data on family income and family expenditure and related information affecting income and expenditure levels and patterns in the Philippines at the national and regional level. The sample households covered in the survey were the same households interviewed in the July 2003 and January 2004 round of the LFS.
Response rate
The response rate for this survey is 95.7%. The response rate is the ratio of the total responding households to the total number of eligible households. Eligible households include households who were completely interviewed, refused to be interviewed or were temporarily away or not at home or on vacation during the survey period.
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).
(refer to the soft copy FIES2003 Volume I.pdf)pages xv to xvii
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).
(refer to the soft copy FIES2003 Volume I.pdf)pages xv to xvii
Data Collection
Dates of collection
| Start | End | Cycle |
|---|---|---|
| 2003-07-08 | 2003-07-31 | Visit 1 |
| 2004-01-08 | 2004-01-31 | Visit 2 |
Time period(s)
| Start | End | Cycle |
|---|---|---|
| 2003-01-01 | 2003-06-30 | Visit 1 - First Phase |
| 2003-07-01 | 2003-12-31 | Visit 2 - Second Phase |
Mode of data collection
face to face interview
Data collection supervision
The RDs, PSOs Provincial Statisticians and selected DSOs/SCOs are provided funds for supervision. It is expected that there should always be strict supervision on the conduct of the survey.
All field personnel who will supervise during the operation should prepare an itinerary of travel to insure effective and close supervision of the enumerators. A copy of the itinerary of travel should always be available in the field office so that in case some problems or other matters require the attention of a supervisor, then he can be located easily. Central Office personnel will also be assigned in the field during the enumeration and it will be important to contact the field staff to determine the status of the operation.
It is the responsibility of the supervisors to give prompt action to problems in the field. The RDs, PSOs and their assistants should visit enumerators within their jurisdiction to find out for themselves if instructions are being followed.
All field personnel who will supervise are required to fill-up ISH Form 1B. Instructions on how to fill-up this form are discussed in page 11.
During supervision, the following should be done:
1. Observe how the interview is being conducted. Errors noted should be pointed out to the ENs to avoid the same mistakes in succeeding interviews.
2. Scrutinize the accomplished questionnaires for correctness, completeness and consistency of entries and return the problem questionnaires to the ENs for verification of the incorrect entries.
3. Conduct a random re-interview of households/respondents to ensure that the ENs really visited and interviewed the sample households and eligible respondents.
4. Help solve problems encountered by enumerators such as refusals, callbacks and others.
5. Ensure that expected outputs of the ENs are met.
6. Ensure that the ENs who were trained were the ones conducting the interview.
7. Collect the questionnaires from the ENs as well as accomplishment reports.
8. Be available if the ENs need assistance in relation to the conduct of the surveys.
9. Fill-up the Supervisor's Report Form (Attachment 4) which shall be submitted to the Regional Office.
All field personnel who will supervise during the operation should prepare an itinerary of travel to insure effective and close supervision of the enumerators. A copy of the itinerary of travel should always be available in the field office so that in case some problems or other matters require the attention of a supervisor, then he can be located easily. Central Office personnel will also be assigned in the field during the enumeration and it will be important to contact the field staff to determine the status of the operation.
It is the responsibility of the supervisors to give prompt action to problems in the field. The RDs, PSOs and their assistants should visit enumerators within their jurisdiction to find out for themselves if instructions are being followed.
All field personnel who will supervise are required to fill-up ISH Form 1B. Instructions on how to fill-up this form are discussed in page 11.
During supervision, the following should be done:
1. Observe how the interview is being conducted. Errors noted should be pointed out to the ENs to avoid the same mistakes in succeeding interviews.
2. Scrutinize the accomplished questionnaires for correctness, completeness and consistency of entries and return the problem questionnaires to the ENs for verification of the incorrect entries.
3. Conduct a random re-interview of households/respondents to ensure that the ENs really visited and interviewed the sample households and eligible respondents.
4. Help solve problems encountered by enumerators such as refusals, callbacks and others.
5. Ensure that expected outputs of the ENs are met.
6. Ensure that the ENs who were trained were the ones conducting the interview.
7. Collect the questionnaires from the ENs as well as accomplishment reports.
8. Be available if the ENs need assistance in relation to the conduct of the surveys.
9. Fill-up the Supervisor's Report Form (Attachment 4) which shall be submitted to the Regional Office.
Questionnaires
Refer to the attached 2003 FIES questionnaire in pdf file (External Resources)
Data collector(s)
| Name | Abbreviation | Affiliation |
|---|---|---|
| Provincial regular staff | SCOs | |
| Hired Enumerators | Hired ENs |
Data Processing
Data editing
The 2003 FIES questionnaire contains about 800 data items and a summary for
comparing income and expenditures. The questionnaires were subjected to a rigorous
manual and machine edit checks for completeness, arithmetic accuracy, range validity
and internal consistency.
The major steps in the machine processing are as follows:
1. Data Entry
2. Completeness Check
3. Matching of visit records
4. Consistency and Macro Edit (Big Edit)
5. Generation of the Public Use File
6. Tabulation
Steps 1 to 2 were done right after each visit. The remaining steps were carried out
only after the second visit had been completed.
Steps 1 to 4 were done at the Regional Office while Steps 5 and 6 were completed in
the Central Office.
After completing Steps 1 to 4, data files were transmitted to the Central Office where
a summary file was generated. The summary file was used to produce the consistency
tables as well as the preliminary and textual tables.
When the generated tables showed inconsistencies, selected data items were
subjected to further scrutiny and validation. The cycle of generation of consistency
tables and data validation were done until questionable data items were verified.
The FAME (FIES computer-Aided Consistency and Macro Editing), an interactive
Windows-based application system was used in data processing. This system was used
starting with the 2000 FIES round. The interactive module of FAME enabled the
following activities to be done simultaneously.
a) Matching of visit records
b) Consistency and macro edit (big edit)
c) Range check
The improved system minimized processing time as well as minimized, if not
eliminated, the need for paper to generate the reject listing.
comparing income and expenditures. The questionnaires were subjected to a rigorous
manual and machine edit checks for completeness, arithmetic accuracy, range validity
and internal consistency.
The major steps in the machine processing are as follows:
1. Data Entry
2. Completeness Check
3. Matching of visit records
4. Consistency and Macro Edit (Big Edit)
5. Generation of the Public Use File
6. Tabulation
Steps 1 to 2 were done right after each visit. The remaining steps were carried out
only after the second visit had been completed.
Steps 1 to 4 were done at the Regional Office while Steps 5 and 6 were completed in
the Central Office.
After completing Steps 1 to 4, data files were transmitted to the Central Office where
a summary file was generated. The summary file was used to produce the consistency
tables as well as the preliminary and textual tables.
When the generated tables showed inconsistencies, selected data items were
subjected to further scrutiny and validation. The cycle of generation of consistency
tables and data validation were done until questionable data items were verified.
The FAME (FIES computer-Aided Consistency and Macro Editing), an interactive
Windows-based application system was used in data processing. This system was used
starting with the 2000 FIES round. The interactive module of FAME enabled the
following activities to be done simultaneously.
a) Matching of visit records
b) Consistency and macro edit (big edit)
c) Range check
The improved system minimized processing time as well as minimized, if not
eliminated, the need for paper to generate the reject listing.
Data Appraisal
Other forms of data appraisal
Refer to the statistical tables on FIES2003 Volume I.pdf pages 1 -41 (External Resources)
Data access
Access authorities
| Name | Affiliation | URI | |
|---|---|---|---|
| Income and Emplyment Statistics Division | National Statistics Office | iesdstaff@census.gov.ph | |
| Databank and Information Systems Division | National Statistics Office | info@census.gov.ph |
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.
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.
Copyrights
The data user acknowledges that any available intellectual property rights, including copyright in the data are owned by the National Statistics Office.
contacts
Contact(s)
| Name | Affiliation | URI | |
|---|---|---|---|
| Chief, Income and Employment Statistics Division | National Statistics Office | iesdstaff@census.gov.ph | |
| Chief, Databank and Information Systems Division | National Statistics Office | info@census.gov.ph |