Microsoft Word icls-r-2003-06-0049-1-en. Doc

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INTERNATIONAL LABOUR OFFICE GENEVA 
INTERNATIONAL LABOUR ORGANIZATION 
Report II 
Household income and expenditure 
statistics
 
Seventeenth International Conference of Labour Statisticians
Geneva, 24 November-3 December 2003 
ICLS/17/2003/2

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INTERNATIONAL LABOUR OFFICE GENEVA 
INTERNATIONAL LABOUR ORGANIZATION 
Report II 
 
Household income and expenditure 
statistics
 
Seventeenth International Conference of Labour Statisticians
 
Geneva, 24 November-3 December 2003 
ICLS/17/2003/2

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ICLS-R-2003-06-0049-1-EN.Doc/v1 
iii
Contents 
1.
Introduction............................................................................................................................. 1
Historical background ............................................................................................................. 1
Activities of other organizations .............................................................................................
1
Justification for new recommendations ..................................................................................
2
Structure of the report ............................................................................................................. 2
2.
Objectives and uses................................................................................................................. 4
Consumer price index (CPI) ...................................................................................................
4
Welfare analysis...................................................................................................................... 4
National accounts.................................................................................................................... 5
Evaluation of government policies..........................................................................................
6
Other types of analysis............................................................................................................ 6
Consumer demand and market research .................................................................................
6
Other special uses.................................................................................................................... 7
Conclusion .............................................................................................................................. 7
3.
Household income................................................................................................................... 8
Introduction............................................................................................................................. 8
Conceptual framework ............................................................................................................ 8
Operational definition ............................................................................................................. 12
Employee income .........................................................................................................
12
Income from self-employment......................................................................................
14
Property income............................................................................................................
15
Income from household production of services for own consumption.........................
17
Transfers ....................................................................................................................... 18
Current transfers received (cash and goods) .................................................................
19
Current transfers received (services) ............................................................................
20
Holding gains................................................................................................................
21
Exclusions..................................................................................................................... 22
Aggregation............................................................................................................................. 22
Annex 1: Components of household income and relationship to ICLS 
income-related 
resolutions ......................................................................................
24
Annex 2: Components of household income according to the draft proposals 
(column 1) and relationship to non-ILO international guidelines ...........................
25
4.
Household consumption expenditure......................................................................................
28
Basic concepts and definitions ................................................................................................
28
Timing of consumption........................................................................................................... 29

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ICLS-R-2003-06-0049-1-EN.Doc/v1 
Consumption expenditure .......................................................................................................
30
Consumption expenditure on durable goods and owner-occupied housing............................
31
Acquisition approach ....................................................................................................
31
Payments approach .......................................................................................................
31
Consumption approach .................................................................................................
32
Conclusion ....................................................................................................................
33
Operational definitions............................................................................................................ 34
Goods acquired from the market, own produced or received as income in-kind..........
34
Goods received as transfers from outside the household ..............................................
35
Services acquired from the market ...............................................................................
35
Own production of services ..........................................................................................
39
Services received as transfers from other households, NPISHs and government.........
40
Other issues................................................................................................................... 40
Household expenditure............................................................................................................ 40
Exclusions ............................................................................................................................... 41
Business expenditures...................................................................................................
41
Investment expenditures ...............................................................................................
41
Annex 3: Operational and conceptual treatment of expenditure items ...................................
42
5.
Measurement issues ................................................................................................................ 44
Statistical unit.......................................................................................................................... 44
Household .....................................................................................................................
44
Family ........................................................................................................................... 45
Hierarchy of units .........................................................................................................
45
Coverage ................................................................................................................................. 46
Household characterization ..................................................................................................... 47
Household membership ................................................................................................
47
Head or reference person ..............................................................................................
48
Reference period ..................................................................................................................... 48
6.
Sources of household income and expenditure statistics .......................................................
51
Surveys of income and of expenditure statistics .....................................................................
51
Data collection methods................................................................................................
51
Choice of methods ........................................................................................................
52
Choice of respondents...................................................................................................
53
Recording of data..........................................................................................................
53
Supplementary methods................................................................................................
54
Scope....................................................................................................................................... 54
Survey designs ........................................................................................................................ 56
Sample design ......................................................................................................................... 58
Frequency................................................................................................................................ 60
Other household survey sources..............................................................................................
60

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ICLS-R-2003-06-0049-1-EN.Doc/v1 
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Establishment/enterprise surveys ............................................................................................
61
Administrative sources............................................................................................................ 61
Combination of sources .......................................................................................................... 61
7.
Classification, estimation, analysis and dissemination ..........................................................
62
Classification........................................................................................................................... 62
Valuation methods .................................................................................................................. 63
Income in kind (goods and services), transfers and own production (goods)...............
63
Owner-occupied dwelling.............................................................................................
64
Durable goods ...............................................................................................................
68
Social transfers in kind .................................................................................................
68
Estimation ............................................................................................................................... 69
Analysis................................................................................................................................... 70
Dissemination.......................................................................................................................... 73
8.
Further work............................................................................................................................ 75
Bibliography...................................................................................................................................... 76
Appendix ........................................................................................................................................... 81

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