Household Budget Survey 2015
Poland, 2015
Identification
POL_2015_HBS_v01_M
Household Budget Survey 2015
| Name | Country code |
|---|---|
| Poland | POL |
Income/Expenditure/Household Survey [hh/ies]
The national Household Budget Survey is conducted on a monthly basis with different households surveyed during a specific month of the year for two consecutive years. Since 2005 the households have been divided into five categories based on their socio-economic status. These categories are: employee households, farmer households, households of the self-employed, households of retirees and pensioners, and households living on unearned sources.
The Household Budget Survey (HBS) plays an important role in the analysis of the living standards of the population. It is the basic source of information on the revenues, outgoings, quantitative food consumption and other aspects of the living conditions of particular groups of the population.
The Household Budget Survey provides detailed information on:
- the level and structure of expenditure as well as sources of goods and services;
- the consumption level of basic food products according to quantity, but also energetic value and nutrients;
- prices at which households purchase selected goods and services;
- the level and sources of income;
- households' equipment with durable goods;
- dwelling conditions;
- the subjective evaluation of the material condition of households.
- the demographic structure of households, i.e. the number of household members, their age, gender, education, disability and economic activity.
The data obtained from the Household Budget Survey allow for the analysis of the living conditions of the population, evaluation of the impact of various factors on the living conditions of the main population groups and their differentiation.
Sample survey data [ssd]
Version
v01
2015
Scope
The scope of the study includes:
- general information on households;
- composition of household;
- economic activities of household members;
- household living conditions;
- durables in households;
- household spending;
- number of meals consumed;
- cash revenues of a household;
- spending per farm (plot of ground);
- housing charges.
Coverage
National coverage
Cities and settlements
Producers and sponsors
| Name | Affiliation |
|---|---|
| Central Statistical Office of Poland | CSO |
Sampling
The adopted sampling scheme was a geographically stratified and two-stage one with different selection probability at the first stage. The sampling units for the first stage were the area survey points (asp) and those for the second stage were dwellings.
The first stage sampling frame was based on the records of statistical areas (sets of areas) designed for the National Census purposes and updated annually by the changes resulting from the administrative division of the country as well as construction of new and dismantle of old houses. The sampling frame keeps in record information about every statistical area concerning address characteristics as well as the estimated numbers of inhabitants and dwellings. It was assumed that an urban area survey point should consist of at least 250 dwellings, while a rural one - 150 dwellings respectively. That is why small statistical areas were combined with the neighbouring ones. In total, about 30 000 area survey points were set up.
In 2015 two subsamples, consisting of 783 asp each were used, i.e.
- subsample 1 - selected in 2013 for the surveys in 2014-2015,
- subsample 2 - selected in 2014 for the surveys in 2015-2016.
Both the subsamples were selected according to the same sampling scheme, but with different number of strata. Prior to sample selection, the asp were stratified separately for every voivodship by 6 class of locality. Big cities usually constituted separate strata. In Warsaw, Cracov, Lódz, Poznan and Wroclaw strata were created by combining neighbouring districts.
The second stage sampling frame was based on the registers of inhabited dwellings in the selected asp, prepared by the regional statistical offices. The selection of dwellings was done in accordance with the following rules:
I. the adopted model is full rotation with a monthly replacement of the sample;
II. for each month 2 dwellings per asp are selected and all the households from these dwellings participate in the survey;
III. every selected dwelling participates in the survey in the same month of the two consecutive years, i.e. 2015 and 2016 for subsample 2 and 2014 and 2015 for subsample;
IV. for every asp a reserve sample of dwellings is selected in order to replace dwellings inhabited by households not participating in the survey. The dwellings from the reserve sample are surveyed in the sequence of drawing as a replacement of not participating ones.
Survey instrument
The sources of data on receipts and outgoings (monetary and non-monetary) of each household participating in the survey is based on the "Budget Diary" filled in by the household during the 1st half of month and then handed over to the interviewer for analysis and elaboration. During the 2nd half of the same month the household keeps records of its receipts and outgoings in the consecutive diary.
Each family records in its diary all the household-related outgoings, such as purchase of goods and services, repayment of credits and loans with the exception of mortgages, payment of instalments in cash for the goods purchased, making savings deposits, purchase of securities, gifts and alimonies, insurance fees with the exception of insurance connected with the dwelling, tax payments, loans granted and value of products (services) received free-of-charge (gifts). Household also records all receipts obtained by the household in the month of the survey from outside as well as from a private farm in agriculture or self-employment, which were allocated to satisfying household's needs.
Moreover, each household records in the diary the value of products taken from the private farm in agriculture or self-employment to satisfy household's needs as well as goods produced in an individual farm and transferred outside the household. The diary also accounts for expenses connected with running the private farm in agriculture. An additional source of information is provided by a questionnaire known as "Household's Statistical Sheet" recording housing related receipts and outgoings as well as selected regular payments.
Data collection
| Start | End | Cycle |
|---|---|---|
| 2015 | 2015 | Quarterly |
| Name |
|---|
| Central Statistical Office of Poland |
Depositor information
| Name | Affiliation |
|---|---|
| Poverty - GP | World Bank |
Data Access
The use of the datasets must be acknowledged using a citation which would include:
- the identification of the Primary Investigator (including country name)
- the full title of the survey and its acronym (when available), and the year(s) of implementation
- the survey reference number
- the source and date of download (for datasets disseminated online)
Example:
Central Statistical Office of Poland. Poland Household Budget Survey (HBS) 2015, Ref. POL_2015_HBS_v01_M. Dataset downloaded from [URL] on [date].
Disclaimer and copyrights
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.
Contacts
| Name | Affiliation | |
|---|---|---|
| ECA Team for Statistical Development | World Bank | ecatsd@worldbank.org |