Appendix A Survey Source of Data for Consumer Expenditure Survey Integrated Tables, 2009 Table A-1. Survey source of data for Consumer Expenditure Survey integrated tables, 2009 Redesign Options for the Consumer Expenditure Survey A-1 Table A-1. Survey source of data for Consumer Expenditure Survey integrated tables, 2009 Redesign Options for the Consumer Expenditure Survey A-2 Table A-1. Survey source of data for Consumer Expenditure Survey integrated tables, 2009 Redesign Options for the Consumer Expenditure Survey A-3 Table A-1. Survey source of data for Consumer Expenditure Survey integrated tables, 2009 Redesign Options for the Consumer Expenditure Survey A-4 Table A-1. Survey source of data for Consumer Expenditure Survey integrated tables, 2009 Redesign Options for the Consumer Expenditure Survey A-5 Table A-1. Survey source of data for Consumer Expenditure Survey integrated tables, 2009 Redesign Options for the Consumer Expenditure Survey A-6 Table A-1. Survey source of data for Consumer Expenditure Survey integrated tables, 2009 Redesign Options for the Consumer Expenditure Survey A-7 Table A-1. Survey source of data for Consumer Expenditure Survey integrated tables, 2009 Redesign Options for the Consumer Expenditure Survey A-8 Table A-1. Survey source of data for Consumer Expenditure Survey integrated tables, 2009 Redesign Options for the Consumer Expenditure Survey A-9 Table A-1. Survey source of data for Consumer Expenditure Survey integrated tables, 2009 Redesign Options for the Consumer Expenditure Survey A-10 Table A-1. Survey source of data for Consumer Expenditure Survey integrated tables, 2009 Redesign Options for the Consumer Expenditure Survey A-11 Table A-1. Survey source of data for Consumer Expenditure Survey integrated tables, 2009 Redesign Options for the Consumer Expenditure Survey A-12 Table A-1. Survey source of data for Consumer Expenditure Survey integrated tables, 2009 Redesign Options for the Consumer Expenditure Survey A-13 Table A-1. Survey source of data for Consumer Expenditure Survey integrated tables, 2009 Redesign Options for the Consumer Expenditure Survey A-14 Table A-1. Survey source of data for Consumer Expenditure Survey integrated tables, 2009 Redesign Options for the Consumer Expenditure Survey A-15 Table A-1. Survey source of data for Consumer Expenditure Survey integrated tables, 2009 Redesign Options for the Consumer Expenditure Survey A-16 Table A-1. Survey source of data for Consumer Expenditure Survey integrated tables, 2009 Redesign Options for the Consumer Expenditure Survey A-17 Appendix B Methods for Projecting Variances for New Design The first step in the process was to estimate variances under the current design and to check them against published tables to the extent possible. New item groupings and top-coding on the PUF prevented us from getting perfect agreement on all expenditure groups, but there were many groups where are answers agreed with published estimates exactly. The definitions of the new item groupings are given in Table 1. Our estimates of 2009 means and standard errors for these groupings under the current design based on the PUF are given in Table 2. An example where we agree perfectly with BLS is average annual expenditure for mortgage interest and charges. We both estimated a mean of $3,593.71 with a standard error of $74.97. The standard error that stands out as least well replicated is for group 53, pensions and social security. We estimated a standard error of $81 but the published estimate is $152. Despite this large discrepancy on standard errors, the annual means agree very well. We estimated $5,163.74 while BLS estimated $5,162.04. We were unable to determine the reason for the large discrepancy on standard errors for pensions and social security. These means and standard errors were generated with SUDAAN. The basic call was: proc ratio data=Data14months design=BRR noprint; weight finlwt21 ; repwgt wtrep01-wtrep44 ; numer group1 - group53; denom monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov ; output rhat serhat deffrhat nsum /tablecell=all filename=CurrentDesign filetype=sas replace; run; In this calculation, the 53 group variables contained the total quarterly expenditures reported in the expenditure group by the consumer unit within calendar 2009. For interviews conducted from April 2009 through January 2010, this includes all reported expenditures. For interviews conducted in February and March of 2009 as well as February and March of 2010, it sums only those reported in 2009. The “monthcov” variable takes the values 1/12, 2/12, and 3/13 depending upon whether the reporting quarter contains 1, 2 or 3 months, respectively, of calendar 2009. We will denote the 2 estimated variance for an expenditure group from this calculation as σˆ tot . Redesign Options for the Consumer Expenditure Survey B-1 We also estimated current within-PSU variances with a similar SUDAAN call: proc ratio data= Data14months design=WR notsorted noprint; weight finlwt21 ; nest _one_ cuid; numer group1 - group53; denom monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov ; run; output rhat serhat deffrhat nsum /tablecell=all filename=newcalc filetype=sas replace; Note that this call varies from the first call in terms of the design option on the procedure line, the deletion of the replicate weights statement and the addition of a nest statement. The _one_ entity on the nest statement is a dummy column of ones supplied by SUDAAN. We will denote the estimated 2 variance for an expenditure group from this calculation as σˆ wc . The second step in the process was to make projections to alternate sampling and rotation plans and alternate recall periods. Table 1 indicates the recall period planned for each expenditure category. There are three proposed periods. For all three projections, we assumed that the number of annual interviews would be the same as is currently done, roughly 28,000, and that the practice would continue of fielding the sample by monthly panels with short interviewing windows. Departing from the current design, we assumed that each monthly panel would be fresh, with each CU being interviewed exactly once (not counting any advance interview used for bounding or educating CUs on the interview process). We further assumed that the monthly panels would be nearly conditionally independent given PSU. We were unable to tell from CE documentation whether replacement panels are neighbors of old panels, but we suspect that this is the case, so this is probably another departure from the current design. It is worth mentioning because in an area sample, it requires more listing than replacing retiring panels with neighbors. Redesign Options for the Consumer Expenditure Survey B-2 Somewhat different methods were used for each recall period. We start the discussion with the 3month recall period because this represents no change from current procedure and is thus the easiest to project. Three-Month Recall For the 3-month recall, all that is required is to estimate the effect of using a fresh panel of CUs every month for 14 months, February of the reference year through March of the next year, instead of repeating CU interviews every 3 months and only going to a fresh panel every 12 months. Here we noted that between-PSU variance and the extra variance due to oversampling of large metropolitan areas would hold steady under the new design. To estimate the within-PSU variance for inference based on 14 disjoint monthly panels from a single set of 91 PSUs with the current oversampling of large metro areas, we simply added interview quarter as a stratifier in the SUDAAN call: proc ratio data= Data14months design=WR notsorted noprint; weight finlwt21 ; nest InterviewQuarter cuid; numer group1 - group53; denom monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov ; run; output rhat serhat deffrhat nsum /tablecell=all filename=within3 filetype=sas replace; Redesign Options for the Consumer Expenditure Survey B-3 Specifying interview quarter as a stratifier on the nest statement in SUDAAN had the effect of forcing SUDAAN to estimate the within-PSU variance separately for each quarter and then summing them together as if they came from independent samples in the same set of PSUs. For this calculation, there were five interview quarters. The first “quarter” actually consisted of only February and March interviews from 2009 since January interviews have no information for the year in which they are conducted. The other four quarters corresponded to the last three calendar quarters of 2009 and the first calendar quarter of 2010. This gave us an additional set of within-PSU variance 2 estimates that we call σˆ wu . A projection of the desired variance is then given by the formula: = σˆ 32m ,T (σˆtot2 − σˆ wc2 ) + σˆ wu2 . The logic is that the term in parentheses reflects the variance due to PSU selection clustering that will not be affected by switching to independent panels while the second term. Percent reduction in within-PSU variance due to using disjoint panels instead of repeated interviews 2 2 2 . of the same panel= = Rˆ1 100(σˆ wc − σˆ wu ) / σˆ wc One-Month Recall A similar procedure was used for the 1-month recall. For it, one additional SUDAAN run was required. It used only 1 month of recall data from a single interview month. The most recent month was chosen to maximize comparability with the planned procedure. The variable “monthcov” was calculated as a constant since each interview month February 2009 through January of 2010 provides 1 month of information about 2009 with this rotation plan. Redesign Options for the Consumer Expenditure Survey B-4 proc ratio data=Data12SingleMonths design=WR notsorted noprint; weight finlwt21 ; nest month cuid; numer group1 - group53; denom monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov monthcov ; run; output rhat serhat deffrhat nsum /tablecell=all filename=newcalc filetype=sas replace; 2 We gave the label σˆ wu 1 to the variances from this SUDAAN run. The percent reduction in within-PSU variance due to using disjoint panels instead of repeated interviews of the same panel and of using a one-month recall was then calculated as 2 2 2 = Rˆ 2 (σˆ wc − σˆ wu 1 ) / σˆ wc . Also, the total variance for such a design was projected to be: = σˆ12m ,T (σˆtot2 − σˆ wc2 ) + σˆ wu2 1 . Twelve-Month Recall We next considered the effect of substituting a 12-month recall for the current 3-month recall for some groups. It is possible to derive a theoretical expectation for the reduction in the within variance through a relatively simple argument. For any category in which 12-month recall is implemented, a single interview would provide the same information as available currently under four cumulative interviews. With respect to within variance, this change would multiply the effective sample size by a factor of 4. This simple argument implies a 75 percent reduction in the within variance. Redesign Options for the Consumer Expenditure Survey B-5 The argument must be refined, however, because the assumed data for a given year would not be complete until the end of the fourth quarter of the following year. To prevent a change in schedule, the estimation must depend only on the first quarter of the following year. For the January of the current year, there will be reports from all 12 possible interview months from February-January of the next year. Similarly, all 12 months are available for February and March, but April is reduced to 11, May to 10, up to only 3 for December. Thus the average of (1/12, 1/12, 1/12, 1/11, …, 1/4, 1/3), .14749, should be compared to 1/12, .08333. Thus, the variance, instead of .25 times the current variance, should be (.14749/.08333)*.25 = .4424, or a 56 percent reduction in variance instead of 75 percent. Of course, it would always be possible to issue revised annual estimates using all the data collected about the calendar year. If this were done, the 75 percent reduction in variance would apply to those revised estimates. It would also be possible to produce 12-month expenditure estimates for periods other than calendar years for which full available information would be used. For example, by March 2012, all relevant data for the period March 2010 through April 2011 would have been collected. Redesign Options for the Consumer Expenditure Survey B-6 Redesign Options for the Consumer Expenditure Survey Table B-1. Definitions of new expenditure categories B-7 New group ID 1 1 1 2 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 4 4 4 4 Redesign grouping Mortgage interest and charges Mortgage interest and charges Mortgage interest and charges Property taxes Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Maintenance, repairs, insurance, other expenses Rented dwellings Rented dwellings Rented dwellings Rented dwellings New recall period 12 12 12 12 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 12 12 12 12 UCC Title Mortgage interest Interest paid, home equity loan Interest paid, home equity line of credit Property taxes Homeowners insurance Ground rent Painting and papering Plumbing and water heating Heat, a/c, electrical work Roofing and gutters Other repair and maintenance services Repair and replacement of hard surface flooring Repair of built-in appliances Paints, wallpaper and supplies Tools and equipment for painting and wallpapering Plumbing supplies and equipment Electrical supplies, heating and cooling Materials for hard surface flooring, repair and Materials and equipment for roof and gutters Materials for plaster., panel., siding, windows, Materials for patio, walk, fence, driveway, Materials for landscaping maintenance Material for insulation, other maintenance and Materials to finish basement, remodel rooms or Property management Management and upkeep services for security Parking Rent Rent as pay Tenant's insurance Repair or maintenance services UCC 220311 220313 880110 220211 220121 210901 230112 230113 230114 230115 230151 230122 230142 240112 240122 240312 240322 320622 240213 240212 240222 320632 320612 990930 230901 340911 220901 210110 800710 350110 230150 Redesign Options for the Consumer Expenditure Survey Table B-1. Definitions of new expenditure categories (continued) B-8 New group ID 4 4 4 4 4 4 4 4 4 4 4 4 4 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 Redesign grouping Rented dwellings Rented dwellings Rented dwellings Rented dwellings Rented dwellings Rented dwellings Rented dwellings Rented dwellings Rented dwellings Rented dwellings Rented dwellings Rented dwellings Rented dwellings Other lodging Other lodging Other lodging Other lodging Other lodging Other lodging Other lodging Other lodging Other lodging Other lodging Other lodging Other lodging Other lodging Other lodging Other lodging Other lodging Other lodging New recall period 12 12 12 12 12 12 12 12 12 12 12 12 12 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 UCC Title Repair and replacement of hard surface flooring Repair of built-in appliances Paint, wallpaper, and supplies Tools and equipment for painting and wallpapering Materials for plastering, panels, roofing, Materials for patio, walk, fence, driveway, Plumbing supplies and equipment Electrical supplies, heating and cooling Material for insulation, other maintenance and Materials for additions, finishing basements, Construction materials for jobs not started Material for hard surface flooring Material for landscape maintenance Mortgage interest Interest paid, home equity loan Interest paid, home equity line of credit Property taxes Homeowners insurance Ground rent Repair and remodeling services Repair and replacement of hard surface flooring Paints, wallpaper, supplies Tools and equipment for painting and Materials for plastering, paneling, roofing, Material for patio, walk, fence, drive, Plumbing supplies and equipment Electrical supplies, heating and cooling Material for insulation, other maintenance Material for finishing basements and Materials for hard surface flooring UCC 230121 230141 240111 240121 240211 240221 240311 240321 320611 990920 790690 320621 320631 220312 220314 880310 220212 220122 210902 230152 230123 240113 240123 240214 240223 240313 240323 320613 990940 320623 Redesign Options for the Consumer Expenditure Survey Table B-1. Definitions of new expenditure categories (continued) B-9 New group ID 5 5 5 5 5 5 6 6 6 6 7 7 7 7 8 8 8 8 8 8 8 8 8 8 8 8 9 9 9 9 10 Redesign grouping Other lodging Other lodging Other lodging Other lodging Other lodging Other lodging Natural gas Natural gas Natural gas Natural gas Electricity Electricity Electricity Electricity Fuel oil and other fuels Fuel oil and other fuels Fuel oil and other fuels Fuel oil and other fuels Fuel oil and other fuels Fuel oil and other fuels Fuel oil and other fuels Fuel oil and other fuels Fuel oil and other fuels Fuel oil and other fuels Fuel oil and other fuels Fuel oil and other fuels Telephone services Telephone services Telephone services Telephone services Water and other public services New recall period 3 3 3 3 3 3 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 UCC Title Materials for landscaping maintenance Property management Management and upkeep services for security Parking Housing while attending school Lodging on out-of-town trips Utility--natural gas (renter) Utility--natural gas (owned home) Utility--natural gas (owned vacation) Utility--natural gas (rented vacation) Electricity (renter) Electricity (owned home) Electricity (owned vacation) Electricity (rented vacation) Fuel oil (renter) Fuel oil (owned home) Fuel oil (owned vacation) Fuel oil (rented vacation) Coal, wood, other fuels (renter) Coal, wood, other fuels (owned home) Coal, wood, other fuels (owned vacation) Coal, wood, other fuels (rented vacation) Gas, btld/tank (renter) Gas, btld/tank (owned home) Gas, btld/tank (owned vacation) Gas, btld/tank (rented vacation) Residential telephone/pay phones Cellular phone service Phone cards Voice over IP service Water/sewer maint. (renter) UCC 320633 230902 340912 220902 210310 210210 260211 260212 260213 260214 260111 260112 260113 260114 250111 250112 250113 250114 250911 250912 250913 250914 250211 250212 250213 250214 270101 270102 270104 270105 270211 Redesign Options for the Consumer Expenditure Survey Table B-1. Definitions of new expenditure categories (continued) B-10 New group ID 10 10 10 10 10 10 10 10 10 10 10 11 11 11 11 11 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 Redesign grouping Water and other public services Water and other public services Water and other public services Water and other public services Water and other public services Water and other public services Water and other public services Water and other public services Water and other public services Water and other public services Water and other public services Personal services Personal services Personal services Personal services Personal services Other household expenses Other household expenses Other household expenses Other household expenses Other household expenses Other household expenses Other household expenses Other household expenses Other household expenses Other household expenses Other household expenses Other household expenses Other household expenses Other household expenses Other household expenses New recall period 12 12 12 12 12 12 12 12 12 12 12 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 UCC Title Water/sewer maint. (owned home) Water/sewer maint. (owned vacation) Water/sewer maint. (rented vacation) Trash/garb. coll. (renter) Trash/garb. coll. (owned home) Trash/garb. coll. (owned vacation) Trash/garb. coll. (rented vacation) Septic tank clean. (renter) Septic tank clean. (owned home) Septic tank clean. (owned vacation) Septic tank clean. (rented vacation) Babysitting and child care in your own home Babysitting and child care in someone else’s home Care for elderly, invalids, handicapped, etc. Adult day care centers Day care centers, nursery, and preschools Housekeeping services Gardening, lawn care service Water softening service Household laundry and dry cleaning, sent out Coin-operated household laundry and dry cleaning Services for termite/pest control Home security system service fee Other home services Termite/pest control products Moving, storage, freight Appliance repair, including service center Reupholstering, furniture repair Repairs/rentals of lawn and garden equipment, hand or Appliance rental Rental of office equipment for nonbusiness use UCC 270212 270213 270214 270411 270412 270413 270414 270901 270902 270903 270904 340211 340212 340906 340910 670310 340310 340410 340420 340520 340530 340914 340915 340903 330511 340510 340620 340630 340901 340907 340908 Redesign Options for the Consumer Expenditure Survey Table B-1. Definitions of new expenditure categories (continued) B-11 New group ID 12 12 12 12 13 13 13 13 13 13 13 14 14 14 14 14 14 14 14 14 15 15 15 15 16 16 16 16 16 16 16 Redesign grouping Other household expenses Other household expenses Other household expenses Other household expenses Household textiles Household textiles Household textiles Household textiles Household textiles Household textiles Household textiles Furniture Furniture Furniture Furniture Furniture Furniture Furniture Furniture Furniture Floor coverings Floor coverings Floor coverings Floor coverings Major appliances Major appliances Major appliances Major appliances Major appliances Major appliances Major appliances New recall period 3 3 3 3 3 3 3 3 3 3 3 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 UCC Title Repair of computer systems for nonbusiness use Computer information services Installation of computer Rental and installation of dishwashers, range hoods, Bathroom linens Bedroom linens Kitchen and dining room linens Curtains and draperies Slipcovers, decorative pillows Sewing materials for slipcovers, curtains, other Other linens Mattress and springs Other bedroom furniture Sofas Living room chairs Living room tables Kitchen, dining room furniture Infants’ furniture Outdoor furniture Wall units, cabinets and other occasional furniture Wall-to-wall carpet (renter) Wall-to-wall carpet (replacement)(renter) Wall-to-wall carpet (replacement) (owned home) Floor coverings, nonpermanent Dishwashers (built-in), garbage disposals, range Dishwashers (built-in), garbage disposals, range Refrigerators, freezers (renter) Refrigerators, freezers (owned home) Washing machines (renter) Washing machines (owned home) Clothes dryers (renter) UCC 690113 690114 690310 990900 280110 280120 280130 280210 280220 280230 280900 290110 290120 290210 290310 290320 290410 290420 290430 290440 230134 320163 230133 320111 230117 230118 300111 300112 300211 300212 300221 Redesign Options for the Consumer Expenditure Survey Table B-1. Definitions of new expenditure categories (continued) B-12 New group ID 16 16 16 16 16 16 16 16 16 16 16 17 17 17 17 17 17 17 17 17 18 18 18 18 18 18 18 18 18 18 18 Redesign grouping Major appliances Major appliances Major appliances Major appliances Major appliances Major appliances Major appliances Major appliances Major appliances Major appliances Major appliances Small appliances, miscellaneous housewares Small appliances, miscellaneous housewares Small appliances, miscellaneous housewares Small appliances, miscellaneous housewares Small appliances, miscellaneous housewares Small appliances, miscellaneous housewares Small appliances, miscellaneous housewares Small appliances, miscellaneous housewares Small appliances, miscellaneous housewares Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment New recall period 12 12 12 12 12 12 12 12 12 12 12 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 UCC Title Clothes dryers (owned home) Cooking stoves, ovens (renter) Cooking stoves, ovens (owned home) Microwave ovens (renter) Microwave ovens (owned home) Portable dishwasher (renter) Portable dishwasher (owned home) Window air conditioners (renter) Window air conditioners (owned home) Electric floor cleaning equipment Sewing machines Plastic dinnerware China and other dinnerware Flatware Glassware Silver serving pieces Other serving pieces Nonelectric cookware Small electric kitchen appliances Portable heating and cooling equipment Window coverings Infants’ equipment Outdoor equipment Lamps and lighting fixtures Clocks and other household decorative items Telephones and accessories Lawn and garden equipment Power tools Office furniture for home use Hand tools Indoor plants, fresh flowers UCC 300222 300311 300312 300321 300322 300331 300332 300411 300412 320511 320512 320310 320320 320330 320340 320350 320360 320370 320521 320522 320120 320130 320150 320220 320233 320232 320410 320420 320901 320902 320903 Redesign Options for the Consumer Expenditure Survey Table B-1. Definitions of new expenditure categories (continued) B-13 New group ID 18 18 18 18 18 18 18 18 18 18 18 18 18 18 18 19 19 19 19 19 19 19 19 19 19 19 19 19 20 20 20 Redesign grouping Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Miscellaneous household equipment Apparel and services, Men, 16 and over Apparel and services, Men, 16 and over Apparel and services, Men, 16 and over Apparel and services, Men, 16 and over Apparel and services, Men, 16 and over Apparel and services, Men, 16 and over Apparel and services, Men, 16 and over Apparel and services, Men, 16 and over Apparel and services, Men, 16 and over Apparel and services, Men, 16 and over Apparel and services, Men, 16 and over Apparel and services, Men, 16 and over Apparel and services, Men, 16 and over Apparel and services, Boys, 2 to 15 Apparel and services, Boys, 2 to 15 Apparel and services, Boys, 2 to 15 New recall period 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 UCC Title Closet and storage items Rental of furniture Luggage Computers and computer hardware for nonbusiness use Portable memory (new UCC Q20092) Computer software and accessories for nonbusiness use Personal digital assistants Internet services away from home Telephone answering devices Business equipment for home use Smoke alarms (owned home) Smoke alarms (renter) Smoke alarms (owned vacation) Other household appliances (owned home) Other household appliances (renter) Men’s suits Men’s sportcoats, tailored jackets Men’s coats and jackets Men’s underwear Men’s hosiery Men’s nightwear Men’s accessories Men’s sweaters and vests Men’s active sportswear Men’s shirts Men’s pants and shorts Men’s uniforms Men’s costumes Boys’ coats and jackets Boys’ sweaters Boys’ shirts UCC 320904 340904 430130 690111 690117 690112 690115 690116 690210 690230 690242 690241 690243 690245 690244 360110 360120 360210 360311 360312 360320 360330 360340 360350 360410 360513 360901 360902 370110 370120 370130 Redesign Options for the Consumer Expenditure Survey Table B-1. Definitions of new expenditure categories (continued) B-14 New group ID 20 20 20 20 20 20 20 20 20 21 21 21 21 21 21 21 21 21 21 21 21 21 21 21 22 22 22 22 22 22 22 Redesign grouping Apparel and services, Boys, 2 to 15 Apparel and services, Boys, 2 to 15 Apparel and services, Boys, 2 to 15 Apparel and services, Boys, 2 to 15 Apparel and services, Boys, 2 to 15 Apparel and services, Boys, 2 to 15 Apparel and services, Boys, 2 to 15 Apparel and services, Boys, 2 to 15 Apparel and services, Boys, 2 to 15 Apparel and services, Women, 16 and over Apparel and services, Women, 16 and over Apparel and services, Women, 16 and over Apparel and services, Women, 16 and over Apparel and services, Women, 16 and over Apparel and services, Women, 16 and over Apparel and services, Women, 16 and over Apparel and services, Women, 16 and over Apparel and services, Women, 16 and over Apparel and services, Women, 16 and over Apparel and services, Women, 16 and over Apparel and services, Women, 16 and over Apparel and services, Women, 16 and over Apparel and services, Women, 16 and over Apparel and services, Women, 16 and over Apparel and services, Girls, 2 to 15 Apparel and services, Girls, 2 to 15 Apparel and services, Girls, 2 to 15 Apparel and services, Girls, 2 to 15 Apparel and services, Girls, 2 to 15 Apparel and services, Girls, 2 to 15 Apparel and services, Girls, 2 to 15 New recall period 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 UCC Title Boys’ underwear Boys’ nightwear Boys’ hosiery Boys’ accessories Boys’ suits, sportcoats, vests Boys’ pants and shorts Boys’ uniforms Boys’ active sportswear Boys’ costumes Women’s coats and jackets Women’s dresses Women’s sportcoats, tailored jackets Women’s vests and sweaters Women’s shirts, tops, blouses Women’s skirts Women’s pants and shorts Women’s active sportswear Women’s sleepwear Women’s undergarments Women’s hosiery Women’s suits Women’s accessories Women’s uniforms Women’s costumes Girls’ coats and jackets Girls’ dresses and suits Girls’ shirts, blouses, sweaters Girls’ skirts, pants, and shorts Girls’ active sportswear Girls’ underwear and sleepwear Girls’ hosiery UCC 370211 370212 370213 370220 370311 370314 370903 370904 370902 380110 380210 380311 380312 380313 380320 380333 380340 380410 380420 380430 380510 380901 380902 380903 390110 390120 390210 390223 390230 390310 390321 Redesign Options for the Consumer Expenditure Survey Table B-1. Definitions of new expenditure categories (continued) B-15 New group ID 22 22 22 23 23 23 23 23 24 24 24 24 25 25 25 25 25 25 25 25 25 25 25 26 26 27 27 28 28 28 28 Redesign grouping Apparel and services, Girls, 2 to 15 Apparel and services, Girls, 2 to 15 Apparel and services, Girls, 2 to 15 Apparel and services, Children under 2 Apparel and services, Children under 2 Apparel and services, Children under 2 Apparel and services, Children under 2 Apparel and services, Children under 2 Footwear Footwear Footwear Footwear Other apparel products and services Other apparel products and services Other apparel products and services Other apparel products and services Other apparel products and services Other apparel products and services Other apparel products and services Other apparel products and services Other apparel products and services Other apparel products and services Other apparel products and services Cars and trucks, new Cars and trucks, new Cars and trucks, used Cars and trucks, used Other vehicles Other vehicles Other vehicles Other vehicles New recall period 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 12 12 12 12 12 12 12 12 UCC Title Girls’ accessories Girls’ uniforms Girls’ costumes Infant coat, jacket, snowsuit Infant dresses, outerwear Infant underwear Infant nightwear, loungewear Infant accessories Men’s footwear Boys’ footwear Women’s footwear Girls’ footwear Material for making clothes Sewing patterns and notions Watches Jewelry Shoe repair and other shoe service Coin-operated apparel laundry and dry cleaning Alteration, repair and tailoring of apparel and Clothing rental Watch and jewelry repair Apparel laundry and dry cleaning not coin-operated Clothing storage New cars New trucks Used cars Used trucks New motorcycles New aircraft Used motorcycles Used aircraft UCC 390322 390901 390902 410110 410120 410130 410140 410901 400110 400210 400310 400220 420110 420120 430110 430120 440110 440120 440130 440140 440150 440210 440900 450110 450210 460110 460901 450220 450900 460902 460903 Redesign Options for the Consumer Expenditure Survey Table B-1. Definitions of new expenditure categories (continued) B-16 New group ID 29 29 29 29 29 30 30 30 30 31 31 31 31 31 31 31 31 31 31 31 31 31 31 31 31 31 31 31 31 31 31 Redesign grouping Gasoline and motor oil Gasoline and motor oil Gasoline and motor oil Gasoline and motor oil Gasoline and motor oil Vehicle finance charges Vehicle finance charges Vehicle finance charges Vehicle finance charges Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs Vehicle, Maintenance and repairs New recall period 3 3 3 3 3 12 12 12 12 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 UCC Title Gasoline Diesel fuel Gasoline on out-of-town trips Motor oil Motor oil on out-of-town trips Automobile finance charges Truck finance charges Motorcycle and plane finance charges Other vehicle finance charges Coolant, brake fluid, transmission fluid, and other Tires - purchased, replaced, installed Vehicle products and cleaning services Parts, equipment, and accessories Vehicle audio equipment Vehicle video equipment Body work and painting Clutch, transmission repair Drive shaft and rear-end repair Brake work, including adjustments Repair to steering or front-end Repair to engine cooling system Motor tune-up Lube, oil change, and oil filters Front-end alignment, wheel balance and rotation Shock absorber replacement Repair tires and other repair work Exhaust system repair Electrical system repair Motor repair, replacement Auto repair service policy Vehicle accessories including labor UCC 470111 470112 470113 470211 470212 510110 510901 510902 850300 470220 480110 480212 480213 480214 480215 490110 490211 490212 490221 490231 490232 490311 490312 490313 490314 490318 490411 490412 490413 490900 490501 Redesign Options for the Consumer Expenditure Survey Table B-1. Definitions of new expenditure categories (continued) B-17 New group ID 31 32 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 34 35 35 35 35 Redesign grouping Vehicle, Maintenance and repairs Vehicle insurance Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Vehicle rental, leases, licenses, and other charges Airline fares Public transportation except airfares Public transportation except airfares Public transportation except airfares Public transportation except airfares New recall period 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 12 1 1 1 1 UCC Title Vehicle air conditioning repair Vehicle insurance Auto rental Auto rental, out-of-town trips Truck rental Truck rental, out-of-town trips Motorcycle rental Motorcycle rental, out-of-town trips Aircraft rental Aircraft rental, out-of-town trips Car lease payments Cash down payment (car lease) Termination fee (car lease) Truck lease payments Cash down payment (truck lease) Termination fee (truck lease) Vehicle registration state/local Drivers’ license Vehicle inspection Parking fees in home city, excluding residence Parking fees, out-of-town trips Tolls or electronic toll passes Tolls on out-of-town trips Towing charges Global positioning services Automobile service clubs Airline fares Intercity bus fares Intracity mass transit fares Local trans. on out-of-town trips Taxi fares and limousine services on trips UCC 490319 500110 520511 520512 520521 520522 520902 520905 520903 520906 450310 450313 450314 450410 450413 450414 520110 520310 520410 520531 520532 520541 520542 520550 520560 620113 530110 530210 530311 530312 530411 Redesign Options for the Consumer Expenditure Survey Table B-1. Definitions of new expenditure categories (continued) B-18 New group ID 35 35 35 35 36 36 36 36 36 36 36 36 36 36 36 36 36 37 37 37 37 37 37 37 37 37 38 39 39 39 39 Redesign grouping Public transportation except airfares Public transportation except airfares Public transportation except airfares Public transportation except airfares Health insurance Health insurance Health insurance Health insurance Health insurance Health insurance Health insurance Health insurance Health insurance Health insurance Health insurance Health insurance Health insurance Medical services Medical services Medical services Medical services Medical services Medical services Medical services Medical services Medical services Prescription drugs Medical supplies Medical supplies Medical supplies Medical supplies New recall period 1 1 1 1 12 12 12 12 12 12 12 12 12 12 12 12 12 3 3 3 3 3 3 3 3 3 3 3 3 3 3 UCC Title Taxi fares and limousine services Intercity train fares Ship fares School bus Traditional fee for service health plan (not BCBS) Preferred provider health plan (not BCBS) Traditional fee for service health plan (BCBS) Preferred provider health plan (BCBS) Health maintenance organization (BCBS) Commercial Medicare supplement (BCBS) Other health insurance (BCBS) Health maintenance organization (not BCBS) Medicare payments Medicare prescription drug premium Commercial Medicare supplement (not BCBS) Other health insurance (not BCBS) Long term care insurance Physician’s services Dental services Eyecare services Service by professionals other than physician Lab tests, x-rays Hospital room and services Medical care in retirement community Care in convalescent or nursing home Other medical care services Prescription drugs Eyeglasses and contact lenses Hearing aids Medical equipment for general use Supportive and convalescent medical equipment UCC 530412 530510 530901 530902 580111 580113 580112 580114 580312 580904 580906 580311 580901 580907 580903 580905 580400 560110 560210 560310 560400 560330 570111 570240 570220 570230 540000 550110 550340 550320 550330 Redesign Options for the Consumer Expenditure Survey Table B-1. Definitions of new expenditure categories (continued) B-19 New group ID 39 39 40 40 40 40 40 40 40 40 40 40 41 41 41 41 41 41 41 41 41 41 41 41 41 41 41 41 41 41 41 Redesign grouping Medical supplies Medical supplies Fees and admissions Fees and admissions Fees and admissions Fees and admissions Fees and admissions Fees and admissions Fees and admissions Fees and admissions Fees and admissions Fees and admissions Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services New recall period 3 3 1 1 1 1 1 1 1 1 1 1 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 UCC Title Rental of medical equipment Rental of supportive, convalescent medical equipment Recreation expenses, out-of-town trips Social, recreation, health club membership Fees for participant sports Participant sports, out-of-town trips Movie, theater, amusement parks, and other Movie, other admissions, out-of-town trips Admission to sporting events Admission to sports events, out-of-town trips Fees for recreational lessons Other entertainment services, out-of-town trips Televisions Cable and satellite television services Satellite radio service Online gaming services VCR’s and video disc players Video cassettes, tapes, and discs Video game hardware and software Streaming, downloading video Repair of TV, radio, and sound equipment Rental of televisions Radios Tape recorders and players Personal digital audio players Sound components and component systems CDs, records, audio tapes Streaming, downloading audio Rental of VCR, radio, and sound equipment Musical instruments and accessories Rental and repair of musical instruments UCC 570901 570903 610900 620111 620121 620122 620211 620212 620221 620222 620310 620903 310140 270310 270311 620930 310210 310220 310230 310240 340610 340902 310311 310313 310314 310320 310340 310350 340905 610130 620904 Redesign Options for the Consumer Expenditure Survey Table B-1. Definitions of new expenditure categories (continued) B-20 New group ID 41 41 41 41 41 41 41 41 42 42 42 42 42 42 43 43 43 43 43 44 44 44 44 44 44 44 44 44 44 44 44 Redesign grouping Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Audio and visual equipment and services Pets, toys, hobbies, and playground equipment Pets, toys, hobbies, and playground equipment Pets, toys, hobbies, and playground equipment Pets, toys, hobbies, and playground equipment Pets, toys, hobbies, and playground equipment Pets, toys, hobbies, and playground equipment Recreational vehicle purchases Recreational vehicle purchases Recreational vehicle purchases Recreational vehicle purchases Recreational vehicle purchases Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services New recall period 3 3 3 3 3 3 3 3 3 3 3 3 3 3 12 12 12 12 12 3 3 3 3 3 3 3 3 3 3 3 3 UCC Title Rental of video cassettes, tapes, films, and discs Rental of computer and video game hardware and software Accessories and other sound equipment Satellite dishes Installation of televisions Installation of satellite television equipment Installation of sound systems Installation of other video equipment or sound systems Pet purchase, supplies, medicine Pet services Vet services Toys, games, arts and crafts, and tricycles Stamp and coin collecting Playground equipment Boat without motor and boat trailers Trailer and other attachable campers Purchase of motorized camper Purchase of other vehicle Purchase of boat with motor Rental noncamper trailer Boat and trailer rental out-of-town trips Rental of campers on out-of-town trips Rental of other vehicles on out-of-town trips Rental of boat Rental of motorized camper Rental of other RV"s Outboard motors Docking and landing fees Athletic gear, game tables, and exercise equipment Bicycles Camping equipment UCC 620912 620916 310333 310334 690320 690330 690340 690350 610320 620410 620420 610110 610140 610120 600121 600122 600141 600142 600132 520904 520907 620909 620919 620906 620921 620922 600110 520901 600210 600310 600410 Redesign Options for the Consumer Expenditure Survey Table B-1. Definitions of new expenditure categories (continued) B-21 New group ID 44 44 44 44 44 44 44 44 44 44 44 44 45 45 45 46 46 46 46 46 47 47 47 47 48 48 48 48 48 48 48 Redesign grouping Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Other entertainment supplies, equipment, and services Personal care products and services Personal care products and services Personal care products and services Reading Reading Reading Reading Reading Tuition Tuition Tuition Tuition Other education Other education Other education Other education Other education Other education Other education New recall period 3 3 3 3 3 3 3 3 3 3 3 3 1 1 1 3 3 3 3 3 12 12 12 12 3 3 3 3 3 3 3 UCC Title Hunting and fishing equipment Winter sports equipment Water sports equipment Other sports equipment Rental and repair of miscellaneous sports equipment Film Photo processing Repair and rental of photographic equipment Photographic equipment Photographer fees Live entertainment for catered affairs Rental of party supplies for catered affairs Wigs and hairpieces Electric personal care appliances Personal care services Newspaper, magazine by subscription Newspaper, magazine non-subscription Books thru book clubs Books not thru book clubs Encyclopedia and other sets of reference books College tuition Elementary and high school tuition Vocational and technical school tuition Other schools tuition Test preparation, tutoring services (new UCC Q20092) Other school expenses including rentals School books, supplies, equipment for college School books, supplies, equipment for elementary, high School books, supplies, equipment for vocational and School books, supplies, equipment for day care, nursery School books, supplies, equipment for other schools UCC 600420 600430 600901 600902 620908 610210 620330 620905 610230 620320 680310 680320 640130 640420 650310 590310 590410 590220 590230 660310 670110 670210 670410 670901 670903 670902 660110 660210 660410 660901 660902 Redesign Options for the Consumer Expenditure Survey Table B-1. Definitions of new expenditure categories (continued) B-22 New group ID 49 49 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 51 51 51 51 51 51 51 51 51 52 52 53 53 53 Redesign grouping Tobacco products and smoking supplies Tobacco products and smoking supplies Miscellaneous Miscellaneous Miscellaneous Miscellaneous Miscellaneous Miscellaneous Miscellaneous Miscellaneous Miscellaneous Miscellaneous Miscellaneous Miscellaneous Miscellaneous Miscellaneous Miscellaneous Cash contributions Cash contributions Cash contributions Cash contributions Cash contributions Cash contributions Cash contributions Cash contributions Cash contributions Life and other personal insurance Life and other personal insurance Pensions and Social Security Pensions and Social Security Pensions and Social Security New recall period 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 12 12 12 12 12 12 12 12 12 12 12 12 12 12 UCC Title Cigarettes Other tobacco products Lotteries and pari-mutuel losses Legal fees Funeral expenses Safe deposit box rental Checking accounts, other bank service charges Cemetery lots, vaults, maintenance fees Accounting fees Finance charges excluding mortgage and vehicle Dating services Vacation clubs Expenses for other properties Occupational expenses Interest paid, home equity line of credit (other Credit card memberships Shopping club membership fees Support for college students Alimony expenditures Child support expenditures Gift to non-CU members of stocks, bonds, and mutual funds Cash contributions to charities and other organizations Cash contributions to church, religious organizations Cash contribution to educational institutions Cash contribution to political organizations Other cash gifts Life, endowment, annuity, other personal insurance Other nonhealth insurance Deductions for government retirement Deductions for railroad retirement Deductions for private pensions UCC 630110 630210 620926 680110 680140 680210 680220 680901 680902 710110 680904 680905 790600 900002 880210 620112 620115 800804 800111 800121 800811 800821 800831 800841 800851 800861 700110 002120 800910 800920 800931 Redesign Options for the Consumer Expenditure Survey Table B-1. Definitions of new expenditure categories (continued) New group ID 53 53 Redesign grouping Pensions and Social Security Pensions and Social Security New recall period 12 12 UCC Title Non-payroll deposit to retirement plans Deductions for Social Security UCC 800932 800940 B-23 Table B-2. Estimates and standard errors under current design New Group ID 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 Redesign Grouping Mortgage interest and charges Property taxes Maintenance, repairs, insurance, other expenses Rented dwellings Other lodging Natural gas Electricity Fuel oil and other fuels Telephone services Water and other public services Personal services Other household expenses Household textiles Furniture Floor coverings Major appliances Small appliances, miscellaneous housewares Miscellaneous household equipment Apparel and services, Men, 16 and over Apparel and services, Boys, 2 to 15 Apparel and services, Women, 16 and over Apparel and services, Girls, 2 to 15 Apparel and services, Children under 2 Footwear Other apparel products and services Cars and trucks, new Cars and trucks, used Other vehicles Gasoline and motor oil Vehicle finance charges Vehicle, Maintenance and repairs Vehicle insurance Vehicle rental, leases, licenses, and other charges Airline fares Public transportation except airfares Health insurance Medical services Prescription drugs Medical supplies Fees and admissions Audio and visual equipment and services Pets, toys, hobbies, and playground equipment Recreational vehicle purchases Other entertainment supplies, equipment, and services Personal care products and services Redesign Options for the Consumer Expenditure Survey B-24 Average annual expenditure $3,593.71 $1,809.44 $1,138.71 $2,854.51 $669.01 $483.40 $1,376.65 $141.46 $1,161.76 $480.79 $389.44 $616.34 $84.55 $341.22 $30.31 $188.77 $58.42 $461.10 $199.70 $61.11 $336.41 $77.86 $70.86 $147.32 $229.01 $1,297.15 $1,304.35 $55.45 $1,986.40 $281.01 $682.29 $883.86 $446.12 $300.92 $169.14 $1,784.30 $739.89 $361.72 $86.90 $602.05 $955.30 $442.18 $160.10 $209.53 $300.71 Standard error $74.97 $31.14 $43.06 $50.73 $30.21 $16.75 $29.24 $9.24 $12.14 $10.54 $20.18 $14.12 $3.24 $14.47 $3.28 $8.77 $2.70 $14.79 $8.65 $2.08 $8.81 $2.79 $2.77 $4.32 $11.55 $83.75 $70.60 $11.74 $20.59 $8.16 $15.55 $20.80 $16.04 $11.23 $7.72 $26.94 $25.71 $10.56 $4.78 $18.50 $14.74 $13.41 $30.19 $9.62 $6.23 Table B-2. Estimates and standard errors under current design (continued) New Group ID 46 47 48 49 50 51 52 53 Average annual expenditure $108.99 $886.87 $131.85 $377.64 $747.07 $1,723.08 $309.03 $5,163.74 Redesign Grouping Reading Tuition Other education Tobacco products and smoking supplies Miscellaneous Cash contributions Life and other personal insurance Pensions and Social Security Redesign Options for the Consumer Expenditure Survey B-25 Standard error $2.92 $39.98 $5.50 $10.57 $31.40 $84.39 $12.83 $80.99 Appendix C Total Variance Reductions for the Quarterly Interview Survey in Each of the Three Reference Periods Table C-1. Simulation of effects on total variance of the redesigned Quarterly Interview survey for a 1-month reference period and cuts in sample size Expense category Mortgage interest and charges Property taxes Maintenance, repairs, insurance, other expenses Rented dwellings Other lodging Natural gas Electricity Fuel oil and other fuels Telephone services Water and other public services Personal services Other household expenses Household textiles Furniture Floor coverings Major appliances Small appliances, miscellaneous housewares Miscellaneous household equipment Apparel and services, Men, 16 and over Apparel and services, Boys, 2 to 15 Apparel and services, Women, 16 and over Apparel and services, Girls, 2 to 15 Apparel and services, Children under 2 Footwear Other apparel products and services Cars and trucks, new Cars and trucks, used Other vehicles Gasoline and motor oil Vehicle finance charges Vehicle, Maintenance and repairs Vehicle insurance Vehicle rental, leases, licenses, and other charges Airline fares % between PSU variation 28 45 33 % reduction in total variance No change 20% 40% in reduction reduction sample in in size sample sample 39 31 17 31 25 15 -45 -73 -119 2009 estimate 3593.71 1809.44 1138.71 Standard error 75.0 31.1 43.1 2854.51 669.01 483.4 1376.65 141.46 1161.76 480.79 389.44 616.34 84.55 341.22 30.31 188.77 58.42 50.7 30.2 16.8 29.2 9.2 12.1 10.5 20.2 14.1 3.2 14.5 3.3 8.8 2.7 10 27 85 89 68 56 76 0 41 31 12 25 29 24 47 7 6 5 -9 21 0 53 6 -98 -168 -180 -128 -325 36 -10 3 3 -19 15 -6 41 -8 -139 -232 -244 -177 -425 19 -37 -1 1 -36 6 -16 21 -30 -208 -337 -349 -259 -589 461.1 199.7 14.8 8.7 40 40 -60 2 -90 -12 -139 -36 61.11 336.41 2.1 8.8 17 47 -83 -46 -124 -71 -192 -111 77.86 70.86 2.8 2.8 23 36 -87 -16 -129 -36 -196 -69 147.32 229.01 1297.15 1304.35 55.45 1986.4 281.01 682.29 883.86 446.12 4.3 11.6 83.8 70.6 11.7 20.6 8.2 15.6 20.8 16.0 59 5 19 23 11 40 35 41 76 42 -48 -237 -223 -101 -197 26 38 -80 -33 10 -70 -320 -299 -145 -268 18 32 -114 -47 -1 -106 -456 -424 -218 -385 4 21 -171 -71 -21 300.92 11.2 18 -107 -154 -232 Redesign Options for the Consumer Expenditure Survey C-1 Table C-1. Simulation of effects on total variance of the redesigned Quarterly Interview survey for a 1-month reference period and cuts in sample size (continued) Expense category Public transportation except airfares Health insurance Medical services Prescription drugs Medical supplies Fees and admissions Audio and visual equipment and services Pets, toys, hobbies, and playground equipment Recreational vehicle purchases Other entertainment supplies, equipment, and services Personal care products and services Reading Tuition Other education Tobacco products and smoking supplies Miscellaneous Cash contributions Life and other personal insurance Pensions and Social Security 2009 estimate 169.14 1784.3 739.89 361.72 86.9 602.05 955.3 Standard error 7.7 26.9 25.7 10.6 4.8 18.5 14.7 % between PSU variation 34 35 49 45 19 47 41 % reduction in total variance No change 20% 40% in reduction reduction sample in in size sample sample -53 -83 -132 27 17 2 -36 -58 -94 16 7 -9 -257 -341 -480 3 -9 -30 -21 -40 -73 442.18 13.4 31 -50 -79 -128 160.1 209.53 30.2 9.6 10 33 -322 -52 -425 -82 -593 -130 300.71 108.99 886.87 131.85 377.64 6.2 2.9 40.0 5.5 10.6 55 51 0 21 23 20 19 -101 -57 36 13 11 -152 -91 26 3 -1 -234 -146 9 747.07 1723.08 309.03 5163.74 31.4 84.4 12.8 81.0 2 55 40 37 -47 4 -84 35 -83 -6 -120 27 -142 -23 -178 16 Redesign Options for the Consumer Expenditure Survey C-2 Table C-2. Simulation of effects on total variance of the redesigned Quarterly Interview survey for a 3-month reference period and cuts in sample size Expense category Mortgage interest and charges Property taxes Maintenance, repairs, insurance, other expenses Rented dwellings Other lodging Natural gas Electricity Fuel oil and other fuels Telephone services Water and other public services Personal services Other household expenses Household textiles Furniture Floor coverings Major appliances Small appliances, miscellaneous housewares Miscellaneous household equipment Apparel and services, Men, 16 and over Apparel and services, Boys, 2 to 15 Apparel and services, Women, 16 and over Apparel and services, Girls, 2 to 15 Apparel and services, Children under 2 Footwear Other apparel products and services Cars and trucks, new Cars and trucks, used Other vehicles Gasoline and motor oil Vehicle finance charges Vehicle, Maintenance and repairs % reduction in total variance No change in 20% 40% sample reduction reduction size in sample in sample 42 35 22 33 27 18 12 -1 -23 2009 estimate 3593.71 1809.44 1138.71 Standard error 75.0 31.1 43.1 % between PSU variation 28 45 33 2854.51 669.01 483.4 1376.65 141.46 1161.76 480.79 50.7 30.2 16.8 29.2 9.2 12.1 10.5 10 27 85 89 68 56 76 51 36 8 6 14 24 12 42 26 6 5 9 19 9 26 11 3 2 2 10 5 389.44 616.34 84.55 341.22 30.31 188.77 58.42 20.2 14.1 3.2 14.5 3.3 8.8 2.7 0 41 31 12 25 29 24 45 26 9 13 1 3 8 32 17 -5 -6 -17 -14 -10 9 4 -30 -37 -48 -42 -38 461.1 14.8 40 9 -3 -24 199.7 8.7 40 10 -3 -23 61.11 2.1 17 29 15 -7 336.41 8.8 47 20 11 -2 77.86 2.8 23 28 16 -4 70.86 2.8 36 28 19 4 147.32 229.01 4.3 11.6 59 5 9 28 2 11 -11 -17 1297.15 1304.35 55.45 1986.4 281.01 682.29 83.8 70.6 11.7 20.6 8.2 15.6 19 23 11 40 35 41 0 5 3 30 40 12 -20 -13 -19 22 34 0 -53 -43 -54 10 24 -20 Redesign Options for the Consumer Expenditure Survey C-3 Table C-2. Simulation of effects on total variance of the redesigned Quarterly Interview survey for a 3-month reference period and cuts in sample size (continued) Expense category Vehicle insurance Vehicle rental, leases, licenses, and other charges Airline fares Public transportation except airfares Health insurance Medical services Prescription drugs Medical supplies Fees and admissions Audio and visual equipment and services Pets, toys, hobbies, and playground equipment Recreational vehicle purchases Other entertainment supplies, equipment, and services Personal care products and services Reading Tuition Other education Tobacco products and smoking supplies Miscellaneous Cash contributions Life and other personal insurance Pensions and Social Security % reduction in total variance No change in 20% 40% sample reduction reduction size in sample in sample 9 5 -1 31 24 13 Standard error 20.8 16.0 % between PSU variation 76 42 300.92 169.14 11.2 7.7 18 34 17 15 1 2 -26 -19 1784.3 739.89 361.72 86.9 602.05 955.3 26.9 25.7 10.6 4.8 18.5 14.7 35 49 45 19 47 41 35 13 24 4 22 12 27 4 17 -16 14 0 15 -12 4 -47 2 -19 442.18 13.4 31 31 21 6 160.1 30.2 10 1 -21 -58 209.53 9.6 33 6 -9 -34 300.71 6.2 55 22 17 7 108.99 886.87 131.85 377.64 2.9 40.0 5.5 10.6 51 0 21 23 21 23 19 37 15 3 4 27 3 -29 -20 11 747.07 1723.08 309.03 31.4 84.4 12.8 2 55 40 29 11 22 11 3 13 -17 -11 -3 5163.74 81.0 37 37 31 20 2009 estimate 883.86 446.12 Redesign Options for the Consumer Expenditure Survey C-4 Table C-3. Simulation of effects on total variance of the redesigned Quarterly Interview survey for a 12-month reference period and cuts in sample size Expense category Mortgage interest and charges Property taxes Maintenance, repairs, insurance, other expenses Rented dwellings Other lodging Natural gas Electricity Fuel oil and other fuels Telephone services Water and other public services Personal services Other household expenses Household textiles Furniture Floor coverings Major appliances Small appliances, miscellaneous housewares Miscellaneous household equipment Apparel and services, Men, 16 and over Apparel and services, Boys, 2 to 15 Apparel and services, Women, 16 and over Apparel and services, Girls, 2 to 15 Apparel and services, Children under 2 Footwear Other apparel products and services Cars and trucks, new Cars and trucks, used Other vehicles Gasoline and motor oil Vehicle finance charges Vehicle, Maintenance and repairs Vehicle insurance Vehicle rental, leases, licenses, and other charges % reduction in total variance No change in 20% 40% sample reduction reduction in size in sample sample 40 32 19 31 25 15 38 30 18 2009 estimate 3593.71 1809.44 1138.71 Standard error 75.0 31.1 43.1 % between PSU variation 28 45 33 2854.51 669.01 483.4 1376.65 141.46 1161.76 480.79 389.44 616.34 84.55 341.22 30.31 188.77 58.42 50.7 30.2 16.8 29.2 9.2 12.1 10.5 20.2 14.1 3.2 14.5 3.3 8.8 2.7 10 27 85 89 68 56 76 0 41 31 12 25 29 24 50 41 8 6 18 25 13 56 33 39 49 42 40 43 41 33 7 5 14 20 11 45 27 31 40 34 32 34 24 20 4 3 9 12 6 27 16 19 24 20 19 20 461.1 14.8 40 34 27 16 199.7 8.7 40 34 27 16 61.11 2.1 17 46 37 22 336.41 8.8 47 30 24 14 77.86 2.8 23 43 35 21 70.86 2.8 36 36 29 17 147.32 229.01 4.3 11.6 59 5 23 53 18 43 11 26 1297.15 1304.35 55.45 1986.4 281.01 682.29 883.86 446.12 83.8 70.6 11.7 20.6 8.2 15.6 20.8 16.0 19 23 11 40 35 41 76 42 45 43 50 34 36 33 13 32 36 35 40 27 29 27 11 26 22 21 24 16 18 16 6 16 Redesign Options for the Consumer Expenditure Survey C-5 Table C-3. Simulation of effects on total variance of the redesigned Quarterly Interview survey for a 12-month reference period and cuts in sample size (continued) Expense category Airline fares Public transportation except airfares Health insurance Medical services Prescription drugs Medical supplies Fees and admissions Audio and visual equipment and services Pets, toys, hobbies, and playground equipment Recreational vehicle purchases Other entertainment supplies, equipment, and services Personal care products and services Reading Tuition Other education Tobacco products and smoking supplies Miscellaneous Cash contributions Life and other personal insurance Pensions and Social Security % reduction in total variance No change in 20% 40% sample reduction reduction in size in sample sample 46 37 22 37 30 18 Standard error 11.2 7.7 % between PSU variation 18 34 1784.3 739.89 361.72 86.9 602.05 955.3 26.9 25.7 10.6 4.8 18.5 14.7 35 49 45 19 47 41 36 29 31 45 30 33 29 23 25 36 24 27 18 14 15 22 14 16 442.18 13.4 31 39 31 19 160.1 209.53 30.2 9.6 10 33 50 38 41 30 24 18 300.71 6.2 55 25 20 12 108.99 886.87 131.85 377.64 2.9 40.0 5.5 10.6 51 0 21 23 27 56 44 43 22 45 36 35 13 27 21 21 747.07 1723.08 309.03 5163.74 31.4 84.4 12.8 81.0 2 55 40 37 55 25 34 35 44 20 27 28 26 12 16 17 2009 estimate 300.92 169.14 Redesign Options for the Consumer Expenditure Survey C-6
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