Family Income and Expenditure Survey 1997
Philippines, 1997 - 1998
Reference ID
PHL-NSO-FIES-1997-v01
Producer(s)
Philippine Statistics Authority
Collection(s)
Metadata
Related Microdata
Created on
Sep 14, 2021
Last modified
Sep 15, 2021
Page views
55560
Downloads
161
Identification
Title
Family Income and Expenditure Survey 1997
Countries
| Name | Abbreviation |
|---|---|
| Philippines | PHL |
idno
PHL-NSO-FIES-1997-v01
Study notes
The 1997 Family Income and Expenditute Survey had the following objectives:
1. to gather data on family income and family living expenditures and related information affecting income and expenditure levels and patterns in the Philippines;
2. t o 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 in the estimation of consumer price index (CPI); and
4. to provide inputs in the estimation of the country's poverty threshold and incidence.
1. to gather data on family income and family living expenditures and related information affecting income and expenditure levels and patterns in the Philippines;
2. t o 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 in the estimation of consumer price index (CPI); and
4. to provide inputs in the estimation of the country's poverty threshold and incidence.
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 Volume1: Data on Income and Expenditure
Scope
Topics
| Topic | Vocabulary | URI |
|---|---|---|
| income, property and investment/saving [1.5] | CESSDA | http://www.nesstar.org/rdf/common |
Keywords
| keyword | URI |
|---|---|
| TOINC | |
| TOEXP |
Coverage
Geographic coverage
National, 16 Regions, urban and rural
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 involves an interview of a national sample of about 26,000 households deemed sufficient to provide reliable estimates of income and expenditure levels for each province and key cities.
The 1997 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 1997 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
Funding agencies
| Name | Abbreviation | Role |
|---|---|---|
| Philippine Government |
Sampling
Sampling procedure
The sampling design of the 1997 FIES adopted that of the Integrated Survey of Households (ISH). Starting July 1996, the sampling design of the ISH uses the new master sample design. The multi-stage sampling design of the master sample consists of 3,416 PSUs in the expanded sample for provincial level estimates with a sub-sample of 2,247 PSUs designated as the core master sample for regional levels estimates. The 1997 FIES was based on the expanded sample.
Domains
The urban and rural areas of each province are the principal domains for the survey. In addition, areas with 150,000 or more population as of 1995 Census of Population (POPCEN) are also domains of the survey with rural and urban dimensions.
The domains for the new master sample are similar to that of the previous ISH design with an addition of 23 newly created domains.
The multi-stage sampling design of the master sample involves the selection of the sample barangays for the first stage, selection of sample enumeration areas for the second stage, and the selection of sample households for the third stage in each stratum for every domain.
The frame for the first stage and second stages of sample selection were based mainly on the results of the 1995 POPCEN. The 1995 list of barangays with the household and population counts is used in the first stage of sample selection. The stratification of barangays included in the frame, however are based on the 1990 Census of Population and Housing (CPH) and other administrative reports from the field offices of NSO. An enumeration area (EA) is a physical delineated portion of the barangay. For barangays that were not divided into EAs, the barangay was treated as an EA.
The enumeration areas which constitutes the secondary sampling units are those that were formed during the 1995 POPCEN. The sample barangays were selected systematically with probability proportional to size from the list of barangays that were implicitly stratified.
The frame for the third stage of sample selection is the list of households from the 1995 POPCEN. The selection of sample households for the third stage was done systematically from the 1995 POPCEN List of Households.
Domains
The urban and rural areas of each province are the principal domains for the survey. In addition, areas with 150,000 or more population as of 1995 Census of Population (POPCEN) are also domains of the survey with rural and urban dimensions.
The domains for the new master sample are similar to that of the previous ISH design with an addition of 23 newly created domains.
The multi-stage sampling design of the master sample involves the selection of the sample barangays for the first stage, selection of sample enumeration areas for the second stage, and the selection of sample households for the third stage in each stratum for every domain.
The frame for the first stage and second stages of sample selection were based mainly on the results of the 1995 POPCEN. The 1995 list of barangays with the household and population counts is used in the first stage of sample selection. The stratification of barangays included in the frame, however are based on the 1990 Census of Population and Housing (CPH) and other administrative reports from the field offices of NSO. An enumeration area (EA) is a physical delineated portion of the barangay. For barangays that were not divided into EAs, the barangay was treated as an EA.
The enumeration areas which constitutes the secondary sampling units are those that were formed during the 1995 POPCEN. The sample barangays were selected systematically with probability proportional to size from the list of barangays that were implicitly stratified.
The frame for the third stage of sample selection is the list of households from the 1995 POPCEN. The selection of sample households for the third stage was done systematically from the 1995 POPCEN List of Households.
Response rate
The response rate for the 1997 FIES is 96.4%
Weighting
The basic weight for the sample households for the 1997 FIES can be expressed as an inverse of the probability. of selection
(see externasl resources for the computation)
(see externasl resources for the computation)
Data Collection
Dates of collection
| Start | End | Cycle |
|---|---|---|
| 1997-07-08 | 1997-07-31 | Visit 1 |
| 1998-01-08 | 1998-01-31 | Visit 2 |
Time period(s)
| Start | End | Cycle |
|---|---|---|
| 1997-01-01 | 1997-06-30 | Visit 1 - First Phase |
| 1997-07-01 | 1997-12-31 | Visit 2- Secondt Phase |
Mode of data collection
Face-to-face [f2f]
Data collection supervision
The Regional Administrators (RAs), Provincial Statistical Officers (PSOs) , Provincial Statisticians and selected District Statistical Officers (DSOs)/ Statistical Coordination Officers (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 (CO)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 (ENs) 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 (CO)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 (ENs) 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 1997 FIES questionnaire in pdf file (External Resources)
Data collector(s)
| Name | Abbreviation | Affiliation |
|---|---|---|
| Statisticai Coordination Officers | SCOs | |
| Hired Statistical Researchers | Hired SRs |
Data Processing
Data editing
The 1997 FIES questionnaire contains about 800 data items and a guide for comparing r
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 electronic data processing system developed since 1985 FIES by the Information
System Development Section was used in processing the 1997 FIES with few modifications.
There were thirteen major steps in the machine processing and these are as follows:
1. data entry and verification
2. Structural editing (minor edit)
3. edit list verification/correction
4. update
5. completeness check
6. completeness check list verification/correction
7. identification verification
8 . identification verification extraction of summary file for preliminary results
9. matching of visit records
10. expansion
11. tabulations
12. generation of CPI weights
13. variance analysis
Steps 1 to 8 were performed right after each visit while the remaining steps were carried out
upon completion of the data collection for the first and second visits.
Steps 1 to 7 were implemented at the regional office while the concluding steps were handled at
the Central Office.
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 electronic data processing system developed since 1985 FIES by the Information
System Development Section was used in processing the 1997 FIES with few modifications.
There were thirteen major steps in the machine processing and these are as follows:
1. data entry and verification
2. Structural editing (minor edit)
3. edit list verification/correction
4. update
5. completeness check
6. completeness check list verification/correction
7. identification verification
8 . identification verification extraction of summary file for preliminary results
9. matching of visit records
10. expansion
11. tabulations
12. generation of CPI weights
13. variance analysis
Steps 1 to 8 were performed right after each visit while the remaining steps were carried out
upon completion of the data collection for the first and second visits.
Steps 1 to 7 were implemented at the regional office while the concluding steps were handled at
the Central Office.
Data Appraisal
Other forms of data appraisal
Please visit the NSO Website for the press release of this survey, (http://www.census.gov.ph)
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 | iesd.staff@census.gov.ph | |
| Chief, Databank and Information Systems Division | National Statistics Office | info@census.gov.ph |