1 / 26

Consumer Expenditure Survey Redesign

Consumer Expenditure Survey Redesign. Jennifer Edgar Bureau of Labor Statistics COPAFS Quarterly Meeting March 4, 2011. Outline. Challenges facing CE Redesign overview 2010 Methods Workshop . Challenges Facing CE: Motivation for Redesign. Motivation for Redesign.

vahe
Télécharger la présentation

Consumer Expenditure Survey Redesign

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Consumer Expenditure Survey Redesign Jennifer Edgar Bureau of Labor Statistics COPAFS Quarterly Meeting March 4, 2011

  2. Outline Challenges facing CE Redesign overview 2010 Methods Workshop

  3. Challenges Facing CE:Motivation for Redesign

  4. Motivation for Redesign • Reducing measurement error • Maintaining/improving response rates • Meeting user needs • Changes in society and technology • Need for flexibility

  5. Measurement Error: Evidence • The ratio of CE aggregate expenditures to PCE aggregate expenditures for many spending categories has shown a declining trend • Subgroup comparisons show differences in expenditure reporting by mode of interview and use of recall aids • The 2008 CE Internal Program Review Report cites item nonresponse and measurement error as areas of concern

  6. Measurement Error: Possible Sources • Complexity: detailed information • Conditioning: 22 sections, 5 waves • Proxy reporting: household respondent • Recall effects: 3-month reference period • Survey length: 60 minute average • Telephone administration: 33%

  7. Motivation: Response Rates

  8. Meeting User Needs Varied users: CPI Bureau of Economic Analysis (BEA) IRS U.S. Defense Department U.S. Bureau of the Census Other federal and state agencies Businesses, researchers and the general public

  9. Meeting User Needs Varied needs: Detailed monthly expenditure estimates Annual household expenditures By demographic subgroup By geographic region Housing values and rental equivalence Sales tax information

  10. Changes in Society and Technology Shifts in consumer behaviors Automatic withdrawals Online bill paying Online shopping Big box stores (e.g. Target, Costco) Technological advances Increasing respondent use of technology (internet, smart phones) Emergence of new data collection methods

  11. Need for Flexibility Allow for faster implementation of changes To respond to changes in marketplace To incorporate changes in data collection technology Allow for mixed-mode interviewing

  12. Redesign Overview: Gemini

  13. Redesign Overview: Gemini Mission Improve data quality through a verifiable reduction in measurement error, with a particular focus on under-reporting Objective Develop a detailed research plan for implementing a redesign of the CE surveys, including piloting, evaluation, and transition

  14. Gemini Tasks 2009-2010 Produce database of CE research Refine data requirements and priorities Define data quality for CE 2010-2011 Sponsor internal and external events for information gathering and expert review

  15. Gemini Tasks 2010-2013 Conduct research 2012 Assess user impact of design alternatives 2013 Recommend a survey redesign Propose a transition roadmap 2013 + Piloting, Evaluation, Transition 15

  16. Gemini Research Current research addressing: Recall period Interview frequency Split questionnaire designs Interview length and reporting quality Records availability and utility Feasibility of a balance edit Individual diaries Online diaries

  17. Gemini Project Website www.bls.gov/cex/geminimaterials.htm • Gemini overview • Gemini events • Gemini presentations • CE survey methods research • CE methods and survey forms • Other redesign related events and studies 17

  18. 2010 Methods Workshop

  19. 2010 Methods Workshop Objectives: Identify existing knowledge on key topics Obtain recommendations for research to support and inform the CE redesign

  20. Workshop Approach Identified Five key survey topics Two experts for each topic Write paper and give presentation Additional experts to participate in discussion BLS ‘issue papers’ Explaining why the topic is considered key Describing existing CE research Asking key questions for redesign process

  21. Methods Workshop Topics Proxy Reporting Recall Interview Structure Global Questions Split Questionnaire Designs CE “From Scratch” Next Steps

  22. Methods Workshop Results Papers and presentations provided useful information on each topic Discussion allowed CE to ask follow-up questions and refocus discussion No absolute answers or definite research projects identified, but promising leads in many directions

  23. Key Recommendations 1 Identify objectives For the survey Minimum CPI requirements Can they be changed? Key estimates produced What is required in the future? For the redesign Identify metrics to evaluate redesign alternatives and final implemented design

  24. Key Recommendations 2 Reconsider recall • Respondents may not be able to accurately recall the expenditure information • Respondents may not have encoded the expenditure information • Automatic payments • Proxy issues • Respondents may not align memories with CE categories or interview structure

  25. Key Recommendations 3 “It depends...” • The effectiveness/feasibility of most issues vary by expenditure category, CU type, etc. • Proxy reporting • Long/short recall periods • Flexible or rigid interview structures • Global questions • Use of technology

  26. Jennifer Edgar Office of Survey Methods Research Bureau of Labor Statistics edgar.jennifer@bls.gov

More Related