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Northern Ireland Expenditure & Food Survey (EFS). ESDS Seminar ‘Focus on Consumption’ 7 th November 2007. Introduction & Background. Expenditure & Food Survey Amalgamation of the Family Expenditure Survey (FES) and National Food Survey (NFS) First run in 2001/02 FES

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northern ireland expenditure food survey efs

Northern Ireland Expenditure & Food Survey (EFS)

ESDS Seminar

‘Focus on Consumption’

7th November 2007

introduction background
Introduction & Background
  • Expenditure & Food Survey
    • Amalgamation of the Family Expenditure Survey (FES) and National Food Survey (NFS)
    • First run in 2001/02
  • FES
    • Began in GB in 1957
    • Extended to NI in 1967
  • NFS
    • Began in GB in 1950
    • Extended to NI in 1996
the efs responsibilities
The EFS - responsibilities
  • The EFS is classified as a ‘National Statistic’
    • The Office for National Statistics (ONS) have overall responsibility for the EFS on a UK level
  • ONS carry out the fieldwork in GB
  • NISRA (Central Survey Unit) are responsible for:
    • NI fieldwork
    • Actioning questionnaire changes
      • to ensure the questionnaire is applicable to NI
questionnaire development
Questionnaire Development
  • ONS are responsible for maintaining the ‘Blaise’ version of the questionnaire
  • CSU develop NI specific questions and corresponding Blaise code
    • Forwarded to ONS for inclusion in the relevant section of main questionnaire
  • Examples of NI specific questions include
    • Rates Block
    • Religious Denomination
    • Nationality
    • Ethnicity
  • Examples of NI specific question changes include
    • References to NI Housing Executive/Social Security Agency/Co-ownership
the sample design
The Sample Design
  • Great Britain
    • 12,000 households sampled each year
    • Multi-stage stratified random sample with clustering
    • Approx 6,500 co-operating households
  • Northern Ireland
    • Sample in NI is boosted to approx 5 times the level that is required for UK data
    • 1,200 households sampled each year (100 per month)
    • Systematic random sample
      • Addresses are sorted by DC and Ward
      • Sample is effectively stratified geographically
    • Approx 600 co-operating households
survey methodology
Survey Methodology
  • Advance letter sent to all selected addresses
    • Approx one week before start of fieldwork
  • Letter states…..
    • Why we carry out the survey
    • An interviewer will be calling to their house
    • Confidentiality promise
    • Contact details for survey coordinator
  • Initial call by interviewer to establish contact with respondent(s)
survey methodology continued
Survey Methodology continued…..
  • Interviewer establishes the number of people living at the address
  • Carry out a Household interview with the Household Reference Person (HRP)
    • Record Characteristics of Household
      • Age, Sex, Marital Status, Relationships, Ethnicity, Tenure, etc
    • Record Information on Regular Expenditure
      • Rents, Mortgage payments, Electricity, Gas, Telephone, etc
  • Identify Main Diary Keeper (MDK)
    • Record expenditure details for large, rarely purchased items (e.g. tv’s cars, etc)
survey methodology continued1
Survey Methodology continued…..
  • Income Section
    • All adults in the household (aged 16yrs +)
      • Employment Status and job description
      • Detailed income questions
        • Records information on individual incomes from all sources (e.g. Employment, Benefits, Pensions, etc)
    • ‘Short income’ section option
      • Invoked if respondent reluctant to give full income details
      • Designed to collect the minimum amount of income information necessary to ensure interview is productive
survey methodology continued2
Survey Methodology continued…..
  • Diaries
    • Adult Diary is offered to ALL adults aged 16 and over
    • Young Person’s Diary given to ALL those aged 7-15
    • Respondents record all personal expenditure each day for 2 weeks
      • Food & drink
      • Clothing & footwear
      • Recreation
      • Transport
survey methodology continued3
Survey Methodology continued…..
  • Our aim is to obtain a ‘Fully Co-operating’ household at each address that agrees to take part
    • Full household questionnaire
    • Full income details for all adults (16yrs +)
    • Diaries for all adults (16 yrs +)
    • Diaries for all children (aged 7-15yrs)
  • We don’t need agreement of everyone in the household prior to starting any interviewing
    • Some imputation of missing information may occur at the coding stage in specific cases
efs incentives
EFS – Incentives
  • Book of 6 postage stamps enclosed with each advance letter
    • Research on FRS indicated that this could boost response by as much as 3%
  • High Street Vouchers
    • Each adult in household who completes a diary receives £20
    • Each child (aged 7 -15) in household who completes a diary receives £5
    • Discretionary £20 ‘buddy’ payment to friend or relative who helps with dairy completion
coding and quality control
Coding and Quality Control
  • Extensive coding and editing operation
    • Interviewers and office staff check for inconsistencies in diaries
      • Any irregularities are followed up with respondents
        • Through checking/follow-up calls
      • Shop visits made to record missing weights
    • Office staff code Industry (SIC) and Occupation (SOC)
    • Coded (clean) data sent to ONS on a weekly basis
coding and quality control1
Coding and Quality Control
  • All diaries are forwarded to ONS within 2 weeks of end of fieldwork period
  • ONS code each individual item of expenditure recorded in the diaries
    • Description
    • Where purchased
    • Weight/Volume
    • Price
  • Any discrepancies are flagged and returned to us for investigation
efs data
EFS Data
  • UK EFS database compiled
    • Figures presented in annual ‘Family Spending’ publication
  • NI EFS database forwarded to CSU for NI level analysis
  • UK data on food expenditure passed to DEFRA for consumption and nutrition analysis
    • DEFRA also produce NI level data on consumption and nutrition
    • Published on DARD website
  • ‘Anonymised’ EFS databases deposited annually on UK Data Archive website
ni efs the future
NI EFS – The Future
  • Contributions from various NI Government Departments enable us to ‘boost’ the NI sample
    • 5 times larger than that required for UK data
    • Enables us to run robust expenditure/consumption analysis by various demographics
  • Recent funding decisions at Departmental level has put the future of the ‘boosted’ NI sample in jeopardy
    • Currently planning to revert to a ‘core’ EFS sample in NI from Jan 2008 unless an alternative funding stream can be found
      • Core sample would mean that separate analysis of EFS data NI level would not be possible from 2008
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