The Income and Expenditure Survey Questionnaire (IESQ), 2005 Bangladesh: First Round

ESRC Research Group on

Well-being in Developing Countries (WeD) Copyright ©University of Bath, UK, 2005

Author: Zulfiqar Ali

Name Code number Country Site/Village Household Number Signature Date Interviewer Supervisor Data entry personnel 1 Data entry personnel 2 Statement of confidentiality: This questionnaire is part of a wider project on the well-being of people in different parts of the world. All information gathered is confidential and will be used only for research. The identity of the respondents or households will not be revealed to anyone. Nobody will be able to identify you or use the information against you. To the interviewer: The above statement of confidentiality was read to the respondent and the respondent has agreed to participate in the interview. Please tick the box.

2 PART I: UPDATING HOUSEHOLD DEMOGRAPHICS We would like to ask you about any change in your household composition since our last visit. Has any member of your household left the household since our last visit? READ ALL THE NAMES OF THE HOUSEHOLD MEMBER AS THEY ARE LISTED ON THE ROSTER CARD.CHECK FOR EACH PERSON WHETHER THEY ARE STILL A MEMBER. IF ANY PERSON IS NOT A MEMBER ANYMORE FOR WHATEVER REASON, FILL IN THE BOX BELOW, COPYING THE ID CODE IN THE FIRST COLUM, AND ASK THE FOLLOWING QUESTIONS. 1. ID CODE 2. How or why did [Name] leave the

household? (See codebook). If died Q4. Else Q3

3.What is [Name]’s main residence now? (See codebook). Next person

4. If died, cause of death? (See codebook) Next person

5. Did any member give birth since our last visit? Yes Answer questions No Go to Q10 IF YES, WRITE NAME OF CHILDREN ON HOUSEHOLD ROSTER USING NEXT AVAILABLE NUMBER. COPY THIS NUMBER IN BOX AND ANSWER THE FOLLOWING QUESTIONS. INCLUDE CHILDREN STILLBORN OR WHO DIED SINCE. 6. ID CODE 7. Sex. Male…. .. 1

Female….2 8. What is the relationship of child to household head? (See codebook)

9. Is the child still alive? YES….1 NO…..2

10. Have any new persons joined the household as member since our last visit, for example through marriage? If yes, write their name on the Household Roster Card and give details. ? Yes Answer questions No Go to part II Did any other people start living with you in your house since our last visit, for example to work for you? Include them as well. 11. ID CODE 12. Sex

Male…….1 Female….2

13. Age (Years) 14. What is the relationship of [Name] to the household head? (See codebook)

15. Main activity of person? (See codebook)

16. How or why did [Name] enter the household? (See codebook)

3 PART II: HOUSEHOLD INCOME SECTION 2.1: HOUSEHOLD ECONOMIC ACTIVITIES AND THE STATUS OF EMPLOYMENT We would like to ask you about any activity (including unpaid family work) carried out by you and other members of your household and also the status of employment of you and your family members. Have you or other members of your household been involved in any activity during the LAST MONTH (THE PAST 30 DAYS PRECEDING THE INTERVIEW)? Yes 1 No 2

If YES, give details; If NO, go to next section (Include additional rows for the same member having multiple occupations/activities) 1. HH ID

2. What are the occupations/ activities did your household members do during the last month including unpaid family work? (see codebook)

3. How many days did you do this activity?

4. How many hours per day on an average?

5. Were you self-employed or did you receive wages or salaries for this activity? (yes=1, no=2)

6. Where did you do this activity? (see codebook)

7. How much did you earn from this activities during the last 30 days (Taka)

SECTION 2.2: INCOME FROM WAGES AND SALARIES (Give details if there is at least one ‘yes’ in questions 5 above, otherwise, move to the next section) 1. HH ID

2. What was the average daily wage in cash last month (Tk)?

3. Did you get any in kind payment? (yes=1, no=2)

4. What did you get in kind? (see codebook)

5. How much did you receive per day (Kg)?

6. What was the market price per kg (Tk)?

7. What is your total net take home monthly cash remuneration (Tk.) after all deductions at sources (for salaried employment)?

8. What is the total value (Tk.) of in-kind or other benefits you received last month (for salaried employment)?

9. Who decides about the use of this income? (see codebook)

4 SECTION 2.3: INCOME FROM NON-AGRICULTURAL ENTERPRISES/BUSINESS ACTIVITIES OF THE HOUSEHOLD We would like to ask you about income earning activities carried out by you or other member of your household as part of household non-agricultural/business activities. Have you or other members of your household been involved in any such activity during the LAST MONTH (THE PAST 30 DAYS PRECEDING THE INTERVIEW)? Yes 1 No 2

If YES, give details; If NO, go to next section 1. What kind of enterprises did your household own and operate (jointly or solely) in the last month? (see codebook)

2. Where do you operate the enterprise? (home=1, fixed outside=2, variable=3)

3. Is the enterprise solely owned by the household or shared with others? (solely=1, shared=2)

4. What is your share of equity in this enterprise (%)?

5. How many days did the enterprise operate last month?

6. During the past four months, for how many months was the household receiving income from this activity?

7. How much was the total sell last month (Tk.)?

8. If the production was in kind, please mention what it was. (see codebook)

9. Please also mention what is the total value (Tk.) of in kind production (apart from total sell)?

10. What was the exp. on rent (Tk.)?

(SECTION 2.3 CONTD.)

15. Beginning with yourself, please list the names of all household members who have worked in this activities during the last month (ID of

household members)

11. What was the exp. on raw materials?

12. What was the exp. on wages paid?

13. What was the exp. for marketing the output?

14. What was the total other expenses? a. b. c. d. e.

16. Who decides about the use of this income? (see codebook)

5 SECTION 2.4: INCOME FROM CROP AGRICULTURE Did the household grow crops IN THE LAST SEASON? Yes 1. Specify period (From month, year TO month, year) ________, ______ / ________, ______ No 2. If NO, go to the next section How much land (decimals) did your household own and use for cultivation last season? owner operated: ________ rented in: ________ rented out: ________ 1. What crops did your household produce during the last season? (see codebook)

2. How much land did you cultivate under this crop? (decimals)

3. How much in total of crop did you produce after waste (Kg.)?

4. What was the unit price during harvesting (Tk.)?

5. How much did you sell incl. Sell from previous stock (Kg)

6. How much did you spend on renting in the land (Tk)? (skip if owned)

7. How much did you spend on renting in the agri. Equipment, if any (Tk)?

8. How much did you spend on paying the wages to the labours (Tk)?

9. How much did you spend on seeds (Tk)?

10. How much did you spend on fertilizer and pesticides (Tk)?

(SECTION 2.4 CONTD.)

14. Beginning with yourself, please list the names of all household members who have worked in this crop production activities during

the last season (ID of household members)

11. How much did you spend on irrigation (Tk)?

12. Costs on transpor-tation to buy the inputs and selling the outputs (Tk)?

13. Other costs (Tk)?

a. b. c. d. e.

15. Who decides about the use of this income? (see codebook)

6 SECTION 2.5: INCOME FROM NON-CROP AGRICULTURAL ACTIVITIES 1. Non-crop Agri. Activities 2. How much

did your household earn from this activity over the last 4 month (Tk.)?

3. How much did your household spend on operation of these activities over the last 4 month (Tk)?

4. Beginning with yourself, please list the names of all household members who have been involved in these

activities during the last 4 months (ID of household members)

5. Who decides about the use of this income? (see codebook)

Cow/Bull/Buffalo a. b. c. d. e. Goat/Sheep Other Draft power Chicken/Duck Pigeon/Other poultry bird Milk Milk products Meat (excluding live animals)

Egg Fish Farming Fish Capture Fruits Vegetables Others (please specify)

7 SECTION 2.6: INCOME FROM RENTS AND TRANSFERS 1. Has the household RECEIVED any other income (such as remittances from friends/relatives, gifts, pensions, food aid/other aid, Payment for health, education, any other transfers in the LAST MONTH? (THE PAST 30 DAYS PRECEDING THE INTERVIEW) 1. Yes 2. No If YES, give details for each transfer. If NO, go to the next section. Each transfer received in separate row.

2. Type of income 3. How much did your household receive from [Source] including the value of any payment in kind?

4. ID of person receiving transfer 5. Who decides about the use of this income? (see codebook)

Income from renting out of land/ponds a. b. c. d. e. Income from renting out of Houses/shops Income from renting out of other property Income from renting out of agricultural machinery Income from renting out of other equipment Remittances from within the country (need to be careful about double counting with wage/salary income)

Remittances from abroad (need to be careful about double counting with wage/salary income)

Income received from pension Other insured income Profit and dividend received as share holder Transfer received from the government (old age allowance, vulnerable group feeding, relief, etc

Transfer received from others (NGOs, social organizations, companies, private individuals)

Other income

8 SECTION 2.7: INCOME MANAGEMENT (Both the head of household and spouse will answer this section) (tick only one box) 1. How was the household income managed during the last four months? 1. Household head 2. Spouse of the household head 3. Other (specify ID ……) All earnings went into a common pot 1 1 Everyone kept and managed his/her own earnings 2 2 Wife gave some income to husband to manage 3 3 Husband gave some income to wife to manage 4 4 Wife gave all income to husband to manage 5 5 Husband gave all income to wife to manage 6 6 Other member(s) gave some income to hh head to manage 3 3 HH head gave some income to other member(s) to manage 4 4 Other member(s) gave all income to hh head to manage 5 5 HH head gave all income to other member(s) to manage 6 6 2. Satisfaction (Both the household head and spouse will answer this section) How satisfied are you with these arrangements? (Income management) (tick only one box) Not

satisfied Just

satisfied More than satisfied

2.1 Household head 1 2 3 2.2 Spouse of the household head 1 2 3 2.3 Other (specify ID……) 1 2 3

9 PART III: EXPENDITURES

SECTION 3.1: FOOD CONSUMED BY THE HOUSEHOLD LAST WEEK 1. We would like to ask you about all the food that was bought for consumption or was consumed from your own stock, in the LAST WEEK.

3. Quantity consumed (kg/gm) by main source 1. Food Items 2. In the last week, did your household consume any [product]? (Tick the appropriate Boxes) a. HH Production b. Cash purchase c. Gift

4. Unit price (Tk per unit)

5. What is the total value (if quantity or price is not available)

Rice 1 Wheat 2 Bread 3 Pulses 4 Fish 5 Eggs (no.) 6 Milk (ltr.) 7 Meat (chicken) 8 Meat (beef) 9 Meat (mutton) 10 Other Meat 11 Potato 12 Other vegetables 13 Cooking Oils (ltr.) 14 Butter/Cheese 15 Spices 16 Sweets 17 Sugar/Honey 18 Fruits 19 Soft Drinks (ltr.) 20 Tea/Coffee 21 Tobacco (no.) 22 Other foods 23 Dining out 24 2. Concerning your family’s food consumption during the last month, which of the following is true:

(tick only one box) Not

adequate Just adequate

More than adequate

2.1 Household head 1 2 3 2.2 Spouse of the household head 1 2 3 2.3 Other (specify ID …..) 1 2 3

10 SECTION 3.2: NON-FOOD EXPENDITURE SINCE LAST/FOUR MONTH Has the household purchased any of the following non-food items in the LAST MONTH/4 MONTHS (THE PAST 30 DAYS/4 MONTHS PRECEDING THE INTERVIEW)? 1. How much was spent by the household on the following items? 1. Expenditure Items

2. Tick the appropriate Boxes 3. Amount spent last month (Tk) 4. Amount spent during the last 4 months (Tk.)

Fuel and lightening 1 Bills (water, electricity, telephone) 2 Bath, Washing and cleaning 3 Transport/Travel 5 Newspapers 7 Cosmetics 4 Recreation and leisure 6 Educational expenses 8 Medical expenses (modern treatment) 9 Medical exp. (traditional treatment) 10 Clothes and shoes 11 Household-use textiles (quilt etc.) 12 Housing related expenses 13 Remittances and gifts to others 14 Cooking equipment 15 Furniture 16 Personal articles (watch, jewellery) 17 Household durables (radio, TV, phone) 18 Ceremonies and festivals 19 Taxes, interests, fines, premiums, etc. 20 Donations/Transfers to others 21 Other expenses 22 2. Concerning your family’s non-food consumption the last four months, which of the following is true: (tick only one box) Not

adequate Just adequate

More than adequate

2.1 Household head 1 2 3 2.2 Spouse of the household head 1 2 3 2.3 Other (specify ID……) 1 2 3

11

SECTION 3.3 HOUSEHOLD EXPENDITURE DECISION MAKING Both the head of household and his/her spouse will answer this section 1. Expenditure decisions during the LAST FOUR MONTHS. Section to be answered by the head of the household:

2. Who actually took the decision to spend money on this item? (Tick the appropriate box)

3. Who provided the money for the following items during the last four months? See ID (s)

4.Who was responsible for buying this item? See ID (s)

1.Type of Expenditure

self only

mainly self, minor spouse

mainly self, minor other members

hh head and spouse equally together

All members equally together

Minor self, mainly spouse

Minor self, mainly other members

Only hh head and spouse but no other members

Only other members but not hh head

Other means

a. b. c.

Staple 1 2 3 4 5 6 7 8 9 10 Vegetable 1 2 3 4 5 6 7 8 9 10

Food

Meat/Fish 1 2 3 4 5 6 7 8 9 10 Non-food household items (eg Soap, fuel)

1 2 3 4 5 6 7 8 9 10

Rent 1 2 3 4 5 6 7 8 9 10 Clothes for children 1 2 3 4 5 6 7 8 9 10 Clothes for self 1 2 3 4 5 6 7 8 9 10 Clothes for spouse 1 2 3 4 5 6 7 8 9 10 School fees 1 2 3 4 5 6 7 8 9 10 School books 1 2 3 4 5 6 7 8 9 10 School transport 1 2 3 4 5 6 7 8 9 10 Health expenditure 1 2 3 4 5 6 7 8 9 10 Purchase of household assets eg tv. radio, furniture

1 2 3 4 5 6 7 8 9 10

Farm/enterorise inputs 1 2 3 4 5 6 7 8 9 10 Business investment 1 2 3 4 5 6 7 8 9 10 Other investments 1 2 3 4 5 6 7 8 9 10

12

2. Expenditure decisions during THE LAST FOUR MONTHS. Section to be answered by the spouse of the household head, if other member specify ID…..:

2. Who actually took the decision to spend money on this item?

(Tick the appropriate box) 3. Who provided the money for the following items during the last four months? See ID (s)

4.Who was responsible for buying this item? See ID (s)

1.Type of Expenditure

self only

mainly self, minor spouse

mainly self, minor other members

hh head and spouse equally together

All members equally together

Minor self, mainly spouse

Minor self, mainly other members

Only hh head and spouse but no other members

Only other members but not hh head

Other means

a. b. c.

Staple 1 2 3 4 5 6 7 8 9 10 Vegetable 1 2 3 4 5 6 7 8 9 10

Food

Meat/Fish 1 2 3 4 5 6 7 8 9 10 Non-food household items (eg Soap, fuel)

1 2 3 4 5 6 7 8 9 10

Rent 1 2 3 4 5 6 7 8 9 10 Clothes for children 1 2 3 4 5 6 7 8 9 10 Clothes for self 1 2 3 4 5 6 7 8 9 10 Clothes for spouse 1 2 3 4 5 6 7 8 9 10 School fees 1 2 3 4 5 6 7 8 9 10 School books 1 2 3 4 5 6 7 8 9 10 School transport 1 2 3 4 5 6 7 8 9 10 Health expenditure 1 2 3 4 5 6 7 8 9 10 Purchase of household assets eg tv. radio, furniture

1 2 3 4 5 6 7 8 9 10

Farm/enterorise inputs 1 2 3 4 5 6 7 8 9 10 Business investment 1 2 3 4 5 6 7 8 9 10 Other investments 1 2 3 4 5 6 7 8 9 10

13 PART IV: EMPLOYMENT AND REMITTANCES SECTION 4.1: EMPLOYMENT HISTORY AND DIVERSIFICATION 1. Have your and other members of your household been doing the same works since the beginning or have you changed your works? If you have changed, what did you and members of your family did 15 years ago? Also, can you tell us the reasons for the reported changes? 1. Person ID 2. Activity 15 years ago

(see codebook) 3. Reasons for changing activity (maximum 3)

3a. Reason 1 (codes) 3b. Reason 2 (codes) 3c. Reason 3 (codes) 2. Are you and the members of your family happy with your present work?

3. Why? 1. Person ID 2. Happy with the present job? (very happy=1, fairly happy=2, not too happy=3)

3a. Reason 1 (codes)

3b. Reason 2 (codes)

3c. Reason 3 (codes)

14 3. Do you and members of your family want to change your present activity? If yes, what new activity do you want to undertake? 1. Person ID 2. Want to change? (yes = 1; no = 2) 3. If yes, activity to undertake (codes) 4. If yes, why? (codes) 4. If you and members of your family wish to change (i.e. if yes to question 3 above) your present activity, can you do it?

3. If no, what are the barriers to change? 1.Person ID 2. Can change? (yes = 1; no = 2) Barrier 1 (codes) Barrier 2 (codes) Barrier 3 (codes)

SECTION 4.2: MIGRATION AND WELLBEING

1. Who has migrated, how and under what circumstances? 6. Sources of finance (codes)

7. How to manage household while in migration (codes)

1.HH ID 2. Types of Migration (codes)

3. Place of Destination (codes)

4. Seasona lity (codes)

5. Who negotiated (codes) a.

source1 b. source2

c. source3

a. option1 b. option2 c. option3

15

2. Remittances and its management over the past 4 months

7. Contribution to the community 2. Purposes of using the money (codes)

4. Who uses (hh id)/‘0’ if for the household

6. Goods sent to the household (codes) a. contribution 1 b. contribution 2

1. HH ID

a. b. c.

3. Money sent to the household (Tk)

a. b. c.

5. Who controls (HH ID)

a. b. c. amount (Tk)

type (code)

amount (Tk)

type (code)

3. Costs of the Migrant at the destination over the past four months

Sufferings of the migrant at destination (codes)

Costs incurred (if possible to estimate)

Sufferings of the migrant’s household at origin (codes)

Costs incurred (if possible to estimate)

HH ID

a. b. c. a. b. c. a. b. c. a. b. c.

16 4. Are you happy with the remittances that your household receive under the prevailing circumstances both here and at the place of destination: Household Head: Spouse of household head/ other member specify ID …. Very happy 1 Very happy 1 Fairly happy 2 Fairly happy 2 Not too happy 3 Not too happy 3

17 PART V: SAVINGS AND CREDIT

SECTION 5.1: SAVING

1. I would like to ask you about whether you have savings. This section should be administered to the adults separately as for the credit section and One family member should not be asked to talk about the savings of the other.

2. Where did you save money? (code)

3. Approximately how much did you manage to save during the last 4 months (Tk)?

1. HH ID

a. b.

4. What were you saving for?

a. b.

(See codebook)

5. Did you save on a regular basis or just from time to time when you can? (See codebook)

6. Would you say your savings are mainly long-term savings for the future or mainly short-term savings for things you need now and for unexpected events? (See codebook)

18 SECTION 5.2 :CREDIT I would like to ask you about whether you have borrowed any money or goods or obtained funds that you must repay from family, friends or institutions

2. Source (code) 3. What was the main reason for borrowing or obtaining this loan? (see codebook)

4. How much did you borrow over the past 4 months (Tk)?

7. Who turned you down? (see codebook)

8. In case of emergency, which source of support you turn to borrow money? (See codebook)

1. HH ID

a. b. a. b. a. b.

5. Who of the household decides(ed) on the use of this most recent loan? (ID hh member)

6. During the last 4 months did you try to borrow money or goods from any person or institution and were refused? Yes 1 No 2 a. b. a. b.

19 2. Only if the household did not obtained a loan in the past 4 months. Why did your household not attempt to borrow money in the last 12 months? (see codebook)………. SECTION 5.3: CREDIT LENT TO NON-MEMBERS OF THE HOUSEHOLD 1. Has any member of the household given out loan in money or goods to another household during the last four months? 1. Yes 2. No If YES, give details. If NO, go to the next section. 1. Loan 2. ID of

household member given out loan

3. Amount given 4. Is there still any part outstanding? Yes…1 No….2

5. Do you have any other business relationship with the borrower? (See codebook)

Loan 1 Loan 2 Loan 3 Loan 4 Loan 5

SECTION 5.4: HOUSEHOLD FINANCIAL MANAGEMENT 1. How well would you say your household is managing financially these days? Would you say you are (tick only on box) Household Head: Spouse of household head (If other specify ID ….) Living comfortably…. 1 Living comfortably…. 1 Doing alright……… 2 Doing alright……… 2 Just about getting by….. 3 Just about getting by….. 3 Finding it quite difficult 4 Finding it quite difficult 4 Finding it very difficult 5 Finding it very difficult 5 Don’t know 6 Don’t know 6

20 PART VI: INCOME EXPECTATIONS 1. Comparing your family’s total income now with your expected income for the next MONTH, which of the following is true?

Tick only one box. Both the head of household and his/her spouse will answer this section Household Head: Spouse of household head/other member specify ID ….

Your family income:

Going up 1 Going up 1 It will be the same 2 It will be the same 2 Going down 3 Going down 3 Don’t Know 4 Don’t Know 3

2. Comparing your family’s total income now with your expected income for the next YEAR, which of the following is true?

Tick only one box. Both the head of household and his/her spouse will answer this section Household Head : Spouse of household head/other member specify ID …..

Your family income

Going up 1 Going up 1 It will be the same 2 It will be the same 2 Going down 3 Going down 3 Don’t Know 3 Don’t Know 3

21 PART VII: HEALTH 1. We would like to know about the health status and health seeking behaviour of the members of your household for last 4 months

2. Names of the diseases (max 3) if suffered from illness during last 4 months

3. Any treatment sought for these illnesses? (yes=1, no=2/if no, go to question 6)

1. HH ID

a. b. c. a. b. c.

4. Types and places of treatment taken (max 3)

(see code book)

5. Reasons for taking the previous treatments 6. Reasons for not taking any treatment

a. treatment for

disease1

b. treatment for

disease2

c. treatment for

disease3

places types places types places types

a. treatment

for disease1

b. treatment

for disease2

c. treatment

for disease3

a. disease1 b. disease2 c. disease3

22 2. How much did you spend for treatment during the last 4 months and what were the sources of money?

Amount (Taka) spent for various components of treatment Sources of money HH ID

Physician’s Fee Hospital Fee Medicine Transportation Accommodation Medical Tests Others source1 source2

23 PART VIII: GLOBAL HAPPINESS 1. Taking all things together, how would you say things are these days? Would you say you are:

Tick only one box. Both the household head and his/her spouse will answer this section Household Head: Spouse of household head/ other member specify ID …. Very happy 1 Very happy 1 Fairly happy 2 Fairly happy 2 Not too happy 3 Not too happy 3

PART IX: NEED DOMAIN SATISFACTION Both the household head and his/her spouse will answer this section 1. The household head will answer this section. Select only one option for each need domain satisfaction component. 1. Options 2. Concerning

your children’s education which of the following is true? The education they get is

3. Concerning the health care your family gets which of the following is true? The health care your family get is

4. Concerning your family’s housing which of the following is true? The family’s house is

5. Concerning your family’s clothing which of the following is true? The family clothing is

6. Concerning your family’s total income over the past month which of the following is true? The total family income was

Not adequate….1 Just adequate….2 More than adequate………3

24 2. The spouse of household head, if other specify ID…., will answer this section. Select the relevant option for each life domain satisfaction component. 1. Options 2. Concerning

your children’s education which of the following is true? The education they get is

3. Concerning the health care your family gets which of the following is true? The health care your family get is

4. Concerning your family’s housing which of the following is true? The family’s house is

5. Concerning your family’s clothing which of the following is true? The family clothing is

6. Concerning your family’s total income over the past month which of the following is true? The total family income was

Not adequate….1 Just adequate….2 More than adequate………3