National Survey of Household Income and Expenditure (ENIGH). 2016 New series

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Presentación National Survey of Household Income and Expenditure (ENIGH). 2016 New series

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The National Survey of Household Income and Expenditure 2016 was conducted from August 21st to November 28th, 2016. It has as objective to provide a statistical overview of the behavior of the household income and expenses regarding its amount, source and distribution; additionally, it offers information about the occupational and sociodemographic characteristics of the household members, as well as the characteristics of the housing unit infrastructure and household equipment.

As a complement to the traditional ENIGH, as of the 2008 conduction, INEGI publishes the results of the new construction of variables, which have been constructed and presented in accordance with UN recommendations, specifically, those issued at the 17th International Conference of Labor Statisticians and the Canberra Report.

This new construction, also, is the one used in the database of the Socioeconomic Conditions Module of ENIGH, which is as of 2008, the source of information for the multidimensional measurement of poverty conducted by the National Council for the Evaluation of Social Development Policy (CONEVAL).

The main differences of this new construction of variables with regards to the traditional construction of the variables of the ENIGH are indicated below. It is recommended to consult the document "New construction of income and expenses of ENIGH 2008", where a more detailed presentation of the differences can be found.

  1. Non-monetary income and its projection/ reflection/, non-monetary expenditure, are no longer presented separately.
  2. The current income of households is broken down into a) Income from work; b) Rent from property; c) Transfers; d) Estimate of the rent of the housing unit; e) Other current income.
  3. Income in kind is now presented within the heading of income to which it belongs; thus, transfers in kind are included in the heading of transfers, remunerations in kind within the subordinated remunerations heading and self-consumption is contained in the calculation of the income from independent work.
  4. The thirteenth salary bonus is included within the work income, under the heading of remuneration for subordinate work. The thirteenth salary bonus, which was captured in annual terms, is added quarterly in the calculation of income.
  5. The self-consumption (and self-supply) that households make of the goods that they produce or market no longer appears in the tabular data of sources of income, since it is a component, among others, of the income from independent work. However, this variable is published in the new tabular data of income from household businesses.
  6. The gifts that households received on a single occasion from other households, were excluded from the current income, by not satisfying the requirement of regularity of entries, necessary to consider them as income. These transfers are registered under the section of financial and capital perceptions.
  7. The heading of Estimate of Rental of the Housing Unit is presented as an independent income heading, since conceptually it is an entry that is different from the others, being an income that originates from the production of services in the households for personal consumption.

To provide a statistical outlook of the behavior of the household income and expenditures in terms of amount, origin and distribution; additionally, it provides information on the occupational and sociodemographic characteristics of the household members, as well as the characteristics of the housing unit infrastructure and the household equipment.

Biennial.

Target population

It is constituted by households of national or foreign people, who habitually reside in private housing units within the national territory.
Theme coverage

  • Total current income (monetary and non-monetary) from the households.
  • Current (monetary and non-monetary) expenditure of the households.
  • Financial and capital perceptions of the households and their members.
  • Financial and capital expenditure of households.
  • Characteristics of the housing unit.
  • Residents and identification of households in the housing units.
  • Socio-demographic characteristics of the residents of the housing unit.
  • Activity status and occupational characteristics of the household members aged 12 and over.
  • Household equipment, services.

Classifiers used

  • National System of Occupations Classification (SINCO), 2011.
  • Economic Activities in Households (CAEH).

International recommendations

  • The reports of the International Conferences of Labour Statisticians, of the International Labour Organization (ILO).
  • 17th International Conference of Labor Statisticians and the Canberra Group Report.
  • The Final Report and Recommendations of the Canberra Group, a group of experts on Household Income Statistics.
  • Manual of Household Surveys. Department of International Economic and Social Affairs, Statistical Office. United Nations, New York, 1987.
  • Articulation with the system of national accounts and with the household surveys that INEGI conducts.

2016.

National and at a state level.

National and state, with a breakdown for the following sizes of localities:

  • Urban area: localities of 2,500 and more inhabitants.
  • Rural area: localities with less than 2,500 inhabitants.

Effective sample size

81,515 housing units.
Observation unit

The household.
Sampling unit

The housing unit.
Analysis unit

The household, the housing unit and household members.
Sampling frame

The sampling framework used is the National Housing Framework 2012 of the INEGI, built from cartographic and demographic information obtained from the Census of Population and Housing 2010.

The housing units are chosen through a meticulous statistical process (including uninhabited and temporary housing units) that guarantees that the results obtained from only a part of the population (sample), can be generalized to the total.

The selection is made in two stages:

  • In the first stage, the primary sampling units (PSU) are chosen.
  • In the second stage, the housing units that are the object of interview of each survey are selected.

Sampling scheme

Probabilistic, at the same time the design is stratified, two-stage and by clusters, where the last selection unit is the housing unit and the observation unit is the household; consequently, the results obtained from the survey are generalized to the entire population.
Weighting

Variable "factor" in the table HOUSEHOLDS and "hog" in the table of CONCENTRATE; the expansion factor is the same in the two tables but it was renamed for the user to relate it to the number of households it represents.

The field operation of the survey was carried out from August 21st to November 28th, 2016. This period is divided into ten tens (including one of recovery), in each of them the information is collected for seven consecutive days.

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