INCOME AND EXPENDITURE SURVEY 2010/11 HOUSEHOLD DIARY

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1 Preferred supplier of quality statistics WEEK INCOME AND EXPENDITURE SURVEY / HOUSEHOLD DIARY UNIQUE IDENTIFIER SURVEY PERIOD SURVEY DATE PARTICULARS OF SAMPLED UNIT Primary Sampling Unit (PSU) number Dwelling Unit (DU) number HOUSEHOLDS AT THE DWELLING UNIT Household number for this household Total number of households at the dwelling unit NUMBER OF DIARIES Diary number (this diary) Total number of diaries for this week Barcode of st Diary for this Week (if more than one diary) NUMBER OF ENTRIES PER DAY Purchases, consumption from own production and nature, payments for services, gifts, remittances, etc. Weekday Day of Month Number of entries for the day Form Form Form 3 PHYSICAL IDENTIFICATION OF DWELLING UNIT Monday Tuesday Wednesday Thursday Friday Saturday COMMENTS Sunday FIELDWORK Date issued Total (ddmm) Date to collect Date collected Interviewer Supervisor (ddmm) (ddmm) Name Name Number Number

2 Checklist Is there anyone in this household aged years or younger? Does any member of this household use alcoholic beverages? Does anyone in this household support someone who is in a boarding school, old age home, etc.? Does any member of this household use tobacco or tobacco products? How many dwelling units are owned by members of this household? Does any member of the household own a cellular phone? Does the household own or make use of a functional telephone? Does the household have access to electricity for cooking, lighting and/or heating? Does anyone in this household make use of public transport to go to school or work? Does anyone in this household make use of private transport to go to school or work? Does anyone in this household own a car (vehicle)? Does anyone in this household attend an educational institution? Is there anyone in this household who is covered by medical aid or health insurance? Are there any TV licences for TV sets owned by this household? Does anyone in this household subscribe to any kind of magazine or newspaper? Does anyone in this household subscribe to DStv, internet, etc.? Does anyone in this household have a bank account? Does this household or anyone in this household grow produce (e.g. vegetables) and/or raise livestock for the household s own consumption? Does anyone in the household have debit orders, such as Does this household regularly purchase items from informal markets? Medical aid or health insurance Car insurance Other insurance Subscription to DStv Subscription to the internet Subscription to magazines and newspapers TV licence Parking Other debit orders List all deductions from salaries/wages of household members:

3 3 INCOME AND EXPENDITURE SURVEY / GUIDELINES FOR FILLING IN DAILY ACQUISITIONS TO BE RECORDED DAILY IN: Form (pages 6-) All food and non-food items purchased by any member of the household, such as bread, milk, rice, furniture, electric appliances, wood, etc. for the household s consumption as well as to give away as a gift or maintenance. Households to record the full price of the item at the time of acquisition. All items acquired by the household without paying for them, such as items from own production, (e.g. from own garden or kraal) or from nature (e.g. items from hunting, fishing and gathering of vegetables). To be recorded when the item was consumed by the household. All items received as gifts or maintenance from someone who is not a household member. Households to record the estimated value of the item acquired. Form (pages -3) All food and beverages (such as hamburgers, fruit, soft drinks, etc) acquired at restaurants, canteens and other food outlet. Small acquisitions (such as cigarettes, newspapers, sweets, soft drinks, etc) by individual household members. To be recorded when purchased/acquired. Form 3 (pages -5) All payments made by household members for services such as car insurance, telephone bills, DStv, bus and taxi fares, etc. whether paid for when receiving the service or paid monthly. Households to record the amount paid for the service. SEE ALSO THE EXAMPLES ON THE NEXT TWO PAGES T TO BE RECORDED IN THE DIARY: Items purchased for business purposes. HOW TO COMPLETE THE DIARY Instructions to the main respondent: The household member who knows the most about the household s acquisitions should take responsibility for completing the Household Diary. A notebook should be issued to individual household members to be carried when away from home, in order to record acquisitions which take place during the day. After completion of a week, tear out the used pages from the notebook and put inside the envelope provided, seal the envelope and give it to the interviewer at his/her next visit. Ask each member of the household about any transactions for the day which have not been recorded in the Household Diary. Please use the checklist as a reminder regarding items which are easily forgotten. In order to ensure complete recording, please keep receipts from all purchases.

4 FORM ITEMS PURCHASED BY THE HOUSEHOLD, OR RECEIVED AS GIFTS OR MAINTENANCE, OR CONSUMED Note: Items purchased from restaurants, fastfood outlets, etc. should be recorded in Form PAYMENTS FOR SERVICES (e.g. taxi fares, airtime, telephone bills, internet and DStv subscriptions, FOR OFFICE USE Value I COICOP CHK Day Description Rand Brown bread 8 Long life full cream milk 7 Newspaper Milk chocolate Rice 7 5 Women s skirt Fresh potatoes 7 6 Fish caught by household FORM FOOD, BEVERAGES AND SMALL ITEMS ACQUIRED (PURCHASED, RECEIVED AS GIFT, ETC.) FROM Note: PAYMENTS FOR SERVICES (e.g. taxi fares, airtime, telephone bills, internet and DStv subscriptions, Cent FOR OFFICE USE Value I COICOP CHK Day Description Burger and chips Potato chips Apple Pap and meat Cigarettes Cup of rooibos tea Rand Cent FORM 3 PAYMENTS FOR SERVICES (e.g. taxi fares, airtime, telephone bills, internet and DStv subscriptions, FOR OFFICE USE Value I COICOP CHK Day 6 7 Description Rand Cent Return taxi fare to shopping mall Pre-primary school fee Transport to school Parking at work DStv payment Airtime

5 insurance premiums, etc.) should be recorded in Form 3 Source = Shop = Own business Was this for this household s own consumption? Area of purchase 3 = Own produce (from own garden, livestock, etc.) = Gift or maintenance received or from nature (hunted, gathered, fished, etc.) 5 5 = Yes = No, gift given away 3 = No. maintenance given away = In a big city (Metro) = In another urban area (town/city/township) 3 = In a rural area = T APPLICABLE 5 = DON T KW Type of retailer Formal sector Informal sector = Chain store = Internet 3 = Other retailer 6= T APPLICABLE 7 = DON T KW = Street trading FOR OFFICE USE S D RESTAURANTS, FASTFOOD OUTLETS, KIOSKS, ETC. insurance premiums, etc.) should be recorded in Form 3 Source Was this for this Area of purchase = Shop household s own = Own business consumption? 3 = Own produce (from own garden, livestock, etc.) = Gift or maintenance received or from nature (hunted, gathered, fished, etc.) = Yes = No, gift given away 3 = No. maintenance given away = In a big city (Metro) = In another urban area (town/city/township) 3 = In a rural area = T APPLICABLE 5 = DON T KW Type of retailer Formal sector Informal sector = Chain store = Internet 3 = Other retailer 6= T APPLICABLE 7 = DON T KW 3 = Street trading FOR OFFICE USE S D insurance premiums, etc.) Method of payment = Debit order = Deducted from salary 3 = Internet payments = Cash Was this for this household s own consumption? = Yes = No, gift given away 3 = No, maintenance given away FOR OFFICE USE S D

6 FORM ITEMS PURCHASED BY THE HOUSEHOLD, OR RECEIVED AS GIFTS OR MAINTENANCE, OR CONSUMED Note: Items purchased from restaurants, fastfood outlets, etc. should be recorded in Form PAYMENTS FOR SERVICES (e.g. taxi fares, airtime, telephone bills, internet and DStv subscriptions, 6 FOR OFFICE USE Value I COICOP CHK Day Description Rand Cent PLEASE COMPLETE FORM AND FORM 3 WHERE APPLICABLE

7 insurance premiums, etc.) should be recorded in Form 3 Source = Shop = Own business Was this for this household s own consumption? Area of purchase 3 = Own produce (from own garden, livestock, etc.) = Gift or maintenance received or from nature (hunted, gathered, fished, etc.) = Yes = No, gift given away 3 = No. maintenance given away = In a big city (Metro) = In another urban area (town/city/township) 3 = In a rural area = T APPLICABLE 5 = DON T KW Type of retailer Formal sector Informal sector = Chain store = Internet 3 = Other retailer 6= T APPLICABLE 7 = DON T KW = Street trading FOR OFFICE USE S D

8 FORM ITEMS PURCHASED BY THE HOUSEHOLD, OR RECEIVED AS GIFTS OR MAINTENANCE, OR CONSUMED Note: Items purchased from restaurants, fastfood outlets, etc. should be recorded in Form PAYMENTS FOR SERVICES (e.g. taxi fares, airtime, telephone bills, internet and DStv subscriptions, 8 FOR OFFICE USE Value I COICOP CHK Day Description Rand Cent PLEASE COMPLETE FORM AND FORM 3 WHERE APPLICABLE

9 insurance premiums, etc.) should be recorded in Form 3 Source Was this for this Area of purchase = Shop household s own = Own business consumption? 3 = Own produce (from own garden, livestock, etc.) = Gift or maintenance received or from nature (hunted, gathered, fished, etc.) = Yes = No, gift given away 3 = No. maintenance given away = In a big city (Metro) = In another urban area (town/city/township) 3 = In a rural area = T APPLICABLE 5 = DON T KW Type of retailer Formal sector Informal sector = Chain store = Internet 3 = Other retailer 6= T APPLICABLE 7 = DON T KW = Street trading FOR OFFICE USE S D

10 FORM ITEMS PURCHASED BY THE HOUSEHOLD, OR RECEIVED AS GIFTS OR MAINTENANCE, OR CONSUMED Note: Items purchased from restaurants, fastfood outlets, etc. should be recorded in Form PAYMENTS FOR SERVICES (e.g. taxi fares, airtime, telephone bills, internet and DStv subscriptions, FOR OFFICE USE Value I COICOP CHK Day Description Rand Cent PLEASE COMPLETE FORM AND FORM 3 WHERE APPLICABLE

11 insurance premiums, etc.) should be recorded in Form 3 Source Was this for this Area of purchase = Shop household s own = Own business consumption? 3 = Own produce (from own garden, livestock, etc.) = Gift or maintenance received or from nature (hunted, gathered, fished, etc.) = Yes = No, gift given away 3 = No. maintenance given away = In a big city (Metro) = In another urban area (town/city/township) 3 = In a rural area = T APPLICABLE 5 = DON T KW Type of retailer Formal sector Informal sector = Chain store = Internet 3 = Other retailer 6= T APPLICABLE 7 = DON T KW = Street trading FOR OFFICE USE S D

12 FORM FOOD, BEVERAGES AND SMALL ITEMS ACQUIRED (PURCHASED, RECEIVED AS GIFT, ETC.) FROM Note: PAYMENTS FOR SERVICES (e.g. taxi fares, airtime, telephone bills, internet and DStv subscriptions, FOR OFFICE USE Value I COICOP CHK Day Description Rand PLEASE COMPLETE FORM 3 WHERE APPLICABLE Cent

13 RESTAURANTS, FAST FOOD OUTLETS, KIOSKS, ETC. insurance premiums, etc.) should be recorded in Form 3 Source = Shop = Own business 3 = Own produce (from own garden, livestock, etc.) = Gift or maintenance received or from nature (hunted, gathered, fished, etc.) Was this for this household s own consumption? = Yes = No, gift given away 3 = No. maintenance given away Area of purchase = In a big city (Metro) = In another urban area (town/city/township) 3 = In a rural area = T APPLICABLE 5 = DON T KW Type of retailer Formal sector Informal sector = Chain store = Internet 3 = Other retailer 6= 7 = T APPLICABLE DON T KW = Street trading FOR OFFICE USE S D

14 FORM 3 PAYMENTS FOR SERVICES (e.g. taxi fares, airtime, telephone bills, internet and DStv subscriptions, FOR OFFICE USE Value I COICOP CHK Day Description Rand Cent

15 5 insurance premiums, etc.) Method of payment = Debit order = Deducted from salary 3 = Internet payments = Cash Was this for this household s own consumption? = Yes = No, gift given away 3 = No, maintenance given away FOR OFFICE USE S D

16 TO BE COMPLETED BY THE INTERVIEWER. CONFIRMATION OF ACQUISITIONS DURING THE DIARY WEEK, ETC.. During the week that this diary refers to, did the household acquire any of the following? Read each item and mark or under Q If in Q. ask Q. Was it fully recorded (Y), was some of it recorded (S) or was it not recorded at all (N)? Mark under Q. If in Q. only some was recorded (S) or it was not recorded at all (N), ask Q Can it be recorded now? (Y =, S = SOME OF IT, N=) Y S N S Y N Y N Bread Milk 3 Flour, mealie meal Sugar 5 Meat 6 Fish 7 Food items from own production 8 Other food and beverage items 9 Alcoholic beverages Tobacco Meals away from home for any household member Soft drinks 3 Snacks Newspapers, magazines 5 Clothing 6 Footwear 7 Payments for any licenses, TV, DStv 8 Transport costs for any household members 9 Fuel (petrol, diesel) for private use Parking expenses Payments for any maintenance, etc. for the dwelling Admittance charges, like cinema, sports events 3 Lotto or other expenditures for gambling Airtime for cellphone/phone cards for landline telephone. UNREPORTED ITEMS. Were there other items that the household acquired during the past week, which have not been recorded? = = 3= DON T KW 3 If, ask for the items, list them below and record them in the diary. Then, answer the next question yourself.

17 7 Q. to be answered by the interviewer. Have all items now been recorded? = = 3= DON T KW 3 3. TEBOOKS 3. Did the household members use the note books to record their acquisitions during the past week? =, ALL =, SOME HOUSEHOLD MEMBERS 3=, ONE USED THE TEBOOK 3 If the answer to Q3. is =, ALL or =, SOME HOUSEHOLD MEMBERS, ask Q3. 3. Have their recordings been transferred to the diary? =, ALL =, SOME 3= 3. THE DIARY WEEK. Was this a normal spending and/or consuming week? = =, MORE THAN RMALLY WAS SPENT AND/OR CONSUMED 3=, LESS THAN RMALLY WAS SPENT AND/OR CONSUMED 3 If the answer to Q. is (i.e. option or 3), ask Q.. Why was this week different to a normal spending and/or consuming week? Please, describe. 5. OTHER COMMENTS

18 8 FOR OFFICE USE: QUALITY CONTROL FORM Line no., Comments etc Checked by: Name & signature Date d d m m

19 9 FOR OFFICE USE Interviewer signature Date Has error been corrected? d d m m Yes No To be signed by supervisor

20 LIST OF BIG CITIES AND METROS Note: If an item was acquired in one of these towns then option should be recorded in Form and Form in the area of purchase column. City of Johannesburg City of Tswane (Pretoria) City of Cape Town Ekurhuleni ethekwini (Durban/Pinetown) Nelson Mandela Bay (Port Elizabeth) Buffalo City (East London) Sol Plaaitjie (Kimberley) Mangaung (Bloemfontein) Matjhabeng (Welkom) Msunduzi (Pietermaritzburg) City Council of Klerksdorp (Rustenburg incl.) emalahleni (Witbank) Mbombela (Nelspruit) Polokwane

21 CHECKING Name Number Date Completed/ Checked Interviewer Supervisor DSC d d m m