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
Redesign Options for the Consumer Expenditure Survey B-1 

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 

estimated variance for an expenditure group from this calculation as 2 ˆσ tot . 
Redesign Options for the Consumer Expenditure Survey B-2 

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 ;

 

 output rhat serhat deffrhat nsum

 /tablecell=all filename=newcalc filetype=sas replace;

 run;

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 

variance for an expenditure group from this calculation as 2 ˆσ 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-3 

Somewhat different methods were used for each recall period. We start the discussion with the 3-

month 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 ;

 

 output rhat serhat deffrhat nsum

 /tablecell=all filename=within3 filetype=sas replace;

 run;
Redesign Options for the Consumer Expenditure Survey B-4 

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 

estimates that we call 2 ˆσ wu . 

A projection of the desired variance is then given by the formula: 

( ) 2 2 2 2

3 , σ σ ˆ ˆ m T = + σ σ ˆ ˆ tot wc − wu . 

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 

of the same panel= 22 2

1

ˆ = − 100( ) / σσ σ ˆˆ ˆ R wc wu 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-5 

 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 ;

 

 output rhat serhat deffrhat nsum

 /tablecell=all filename=newcalc filetype=sas replace;

 run;

We gave the label 2

1 ˆσ wu 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 

22 2

2 1 ˆ ( )/ ˆˆ ˆ R = − σσ σ wc wu wc . Also, the total variance for such a design was projected to be:

( ) 2 2 2 2

1 , 1 σ σ ˆ ˆ m T = + σ σ ˆ ˆ tot wc − wu . 

 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-6 

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-7 

 

Table B-1. Definitions of new expenditure categories

New 

group ID Redesign grouping 

New 

recall 

period UCC Title UCC 

1 Mortgage interest and charges 12 Mortgage interest 220311

1 Mortgage interest and charges 12 Interest paid, home equity loan 220313

1 Mortgage interest and charges 12 Interest paid, home equity line of credit 880110

2 Property taxes 12 Property taxes 220211

3 Maintenance, repairs, insurance, other expenses 3 Homeowners insurance 220121

3 Maintenance, repairs, insurance, other expenses 3 Ground rent 210901

3 Maintenance, repairs, insurance, other expenses 3 Painting and papering 230112

3 Maintenance, repairs, insurance, other expenses 3 Plumbing and water heating 230113

3 Maintenance, repairs, insurance, other expenses 3 Heat, a/c, electrical work 230114

3 Maintenance, repairs, insurance, other expenses 3 Roofing and gutters 230115

3 Maintenance, repairs, insurance, other expenses 3 Other repair and maintenance services 230151

3 Maintenance, repairs, insurance, other expenses 3 Repair and replacement of hard surface flooring 230122

3 Maintenance, repairs, insurance, other expenses 3 Repair of built-in appliances 230142

3 Maintenance, repairs, insurance, other expenses 3 Paints, wallpaper and supplies 240112

3 Maintenance, repairs, insurance, other expenses 3 Tools and equipment for painting and wallpapering 240122

3 Maintenance, repairs, insurance, other expenses 3 Plumbing supplies and equipment 240312

3 Maintenance, repairs, insurance, other expenses 3 Electrical supplies, heating and cooling 240322

3 Maintenance, repairs, insurance, other expenses 3 Materials for hard surface flooring, repair and 320622

3 Maintenance, repairs, insurance, other expenses 3 Materials and equipment for roof and gutters 240213

3 Maintenance, repairs, insurance, other expenses 3 Materials for plaster., panel., siding, windows, 240212

3 Maintenance, repairs, insurance, other expenses 3 Materials for patio, walk, fence, driveway, 240222

3 Maintenance, repairs, insurance, other expenses 3 Materials for landscaping maintenance 320632

3 Maintenance, repairs, insurance, other expenses 3 Material for insulation, other maintenance and 320612

3 Maintenance, repairs, insurance, other expenses 3 Materials to finish basement, remodel rooms or 990930

3 Maintenance, repairs, insurance, other expenses 3 Property management 230901

3 Maintenance, repairs, insurance, other expenses 3 Management and upkeep services for security 340911

3 Maintenance, repairs, insurance, other expenses 3 Parking 220901

4 Rented dwellings 12 Rent 210110

4 Rented dwellings 12 Rent as pay 800710

4 Rented dwellings 12 Tenant's insurance 350110

4 Rented dwellings 12 Repair or maintenance services 230150
Redesign Options for the Consumer Expenditure Survey B-8 

 

Table B-1. Definitions of new expenditure categories (continued)

New 

group ID Redesign grouping 

New 

recall 

period UCC Title UCC 

4 Rented dwellings 12 Repair and replacement of hard surface flooring 230121

4 Rented dwellings 12 Repair of built-in appliances 230141

4 Rented dwellings 12 Paint, wallpaper, and supplies 240111

4 Rented dwellings 12 Tools and equipment for painting and wallpapering 240121

4 Rented dwellings 12 Materials for plastering, panels, roofing, 240211

4 Rented dwellings 12 Materials for patio, walk, fence, driveway, 240221

4 Rented dwellings 12 Plumbing supplies and equipment 240311

4 Rented dwellings 12 Electrical supplies, heating and cooling 240321

4 Rented dwellings 12 Material for insulation, other maintenance and 320611

4 Rented dwellings 12 Materials for additions, finishing basements, 990920

4 Rented dwellings 12 Construction materials for jobs not started 790690

4 Rented dwellings 12 Material for hard surface flooring 320621

4 Rented dwellings 12 Material for landscape maintenance 320631

5 Other lodging 3 Mortgage interest 220312

5 Other lodging 3 Interest paid, home equity loan 220314

5 Other lodging 3 Interest paid, home equity line of credit 880310

5 Other lodging 3 Property taxes 220212

5 Other lodging 3 Homeowners insurance 220122

5 Other lodging 3 Ground rent 210902

5 Other lodging 3 Repair and remodeling services 230152

5 Other lodging 3 Repair and replacement of hard surface flooring 230123

5 Other lodging 3 Paints, wallpaper, supplies 240113

5 Other lodging 3 Tools and equipment for painting and 240123

5 Other lodging 3 Materials for plastering, paneling, roofing, 240214

5 Other lodging 3 Material for patio, walk, fence, drive, 240223

5 Other lodging 3 Plumbing supplies and equipment 240313

5 Other lodging 3 Electrical supplies, heating and cooling 240323

5 Other lodging 3 Material for insulation, other maintenance 320613

5 Other lodging 3 Material for finishing basements and 990940

5 Other lodging 3 Materials for hard surface flooring 320623
Redesign Options for the Consumer Expenditure Survey B-9 

 

Table B-1. Definitions of new expenditure categories (continued)

New 

group ID Redesign grouping 

New 

recall 

period UCC Title UCC 

5 Other lodging 3 Materials for landscaping maintenance 320633

5 Other lodging 3 Property management 230902

5 Other lodging 3 Management and upkeep services for security 340912

5 Other lodging 3 Parking 220902

5 Other lodging 3 Housing while attending school 210310

5 Other lodging 3 Lodging on out-of-town trips 210210

6 Natural gas 12 Utility--natural gas (renter) 260211

6 Natural gas 12 Utility--natural gas (owned home) 260212

6 Natural gas 12 Utility--natural gas (owned vacation) 260213

6 Natural gas 12 Utility--natural gas (rented vacation) 260214

7 Electricity 12 Electricity (renter) 260111

7 Electricity 12 Electricity (owned home) 260112

7 Electricity 12 Electricity (owned vacation) 260113

7 Electricity 12 Electricity (rented vacation) 260114

8 Fuel oil and other fuels 12 Fuel oil (renter) 250111

8 Fuel oil and other fuels 12 Fuel oil (owned home) 250112

8 Fuel oil and other fuels 12 Fuel oil (owned vacation) 250113

8 Fuel oil and other fuels 12 Fuel oil (rented vacation) 250114

8 Fuel oil and other fuels 12 Coal, wood, other fuels (renter) 250911

8 Fuel oil and other fuels 12 Coal, wood, other fuels (owned home) 250912

8 Fuel oil and other fuels 12 Coal, wood, other fuels (owned vacation) 250913

8 Fuel oil and other fuels 12 Coal, wood, other fuels (rented vacation) 250914

8 Fuel oil and other fuels 12 Gas, btld/tank (renter) 250211

8 Fuel oil and other fuels 12 Gas, btld/tank (owned home) 250212

8 Fuel oil and other fuels 12 Gas, btld/tank (owned vacation) 250213

8 Fuel oil and other fuels 12 Gas, btld/tank (rented vacation) 250214

9 Telephone services 12 Residential telephone/pay phones 270101

9 Telephone services 12 Cellular phone service 270102

9 Telephone services 12 Phone cards 270104

9 Telephone services 12 Voice over IP service 270105

10 Water and other public services 12 Water/sewer maint. (renter) 270211
Redesign Options for the Consumer Expenditure Survey B-10 

 

Table B-1. Definitions of new expenditure categories (continued)

New 

group ID Redesign grouping 

New 

recall 

period UCC Title UCC 

10 Water and other public services 12 Water/sewer maint. (owned home) 270212

10 Water and other public services 12 Water/sewer maint. (owned vacation) 270213

10 Water and other public services 12 Water/sewer maint. (rented vacation) 270214

10 Water and other public services 12 Trash/garb. coll. (renter) 270411

10 Water and other public services 12 Trash/garb. coll. (owned home) 270412

10 Water and other public services 12 Trash/garb. coll. (owned vacation) 270413

10 Water and other public services 12 Trash/garb. coll. (rented vacation) 270414

10 Water and other public services 12 Septic tank clean. (renter) 270901

10 Water and other public services 12 Septic tank clean. (owned home) 270902

10 Water and other public services 12 Septic tank clean. (owned vacation) 270903

10 Water and other public services 12 Septic tank clean. (rented vacation) 270904

11 Personal services 3 Babysitting and child care in your own home 340211

11 Personal services 3 Babysitting and child care in someone else’s home 340212

11 Personal services 3 Care for elderly, invalids, handicapped, etc. 340906

11 Personal services 3 Adult day care centers 340910

11 Personal services 3 Day care centers, nursery, and preschools 670310

12 Other household expenses 3 Housekeeping services 340310

12 Other household expenses 3 Gardening, lawn care service 340410

12 Other household expenses 3 Water softening service 340420

12 Other household expenses 3 Household laundry and dry cleaning, sent out 340520

12 Other household expenses 3 Coin-operated household laundry and dry cleaning 340530

12 Other household expenses 3 Services for termite/pest control 340914

12 Other household expenses 3 Home security system service fee 340915

12 Other household expenses 3 Other home services 340903

12 Other household expenses 3 Termite/pest control products 330511

12 Other household expenses 3 Moving, storage, freight 340510

12 Other household expenses 3 Appliance repair, including service center 340620

12 Other household expenses 3 Reupholstering, furniture repair 340630

12 Other household expenses 3 Repairs/rentals of lawn and garden equipment, hand or 340901

12 Other household expenses 3 Appliance rental 340907

12 Other household expenses 3 Rental of office equipment for nonbusiness use 340908
Redesign Options for the Consumer Expenditure Survey B-11 

 

Table B-1. Definitions of new expenditure categories (continued)

New 

group ID Redesign grouping 

New 

recall 

period UCC Title UCC 

12 Other household expenses 3 Repair of computer systems for nonbusiness use 690113

12 Other household expenses 3 Computer information services 690114

12 Other household expenses 3 Installation of computer 690310

12 Other household expenses 3 Rental and installation of dishwashers, range hoods, 990900

13 Household textiles 3 Bathroom linens 280110

13 Household textiles 3 Bedroom linens 280120

13 Household textiles 3 Kitchen and dining room linens 280130

13 Household textiles 3 Curtains and draperies 280210

13 Household textiles 3 Slipcovers, decorative pillows 280220

13 Household textiles 3 Sewing materials for slipcovers, curtains, other 280230

13 Household textiles 3 Other linens 280900

14 Furniture 12 Mattress and springs 290110

14 Furniture 12 Other bedroom furniture 290120

14 Furniture 12 Sofas 290210

14 Furniture 12 Living room chairs 290310

14 Furniture 12 Living room tables 290320

14 Furniture 12 Kitchen, dining room furniture 290410

14 Furniture 12 Infants’ furniture 290420

14 Furniture 12 Outdoor furniture 290430

14 Furniture 12 Wall units, cabinets and other occasional furniture 290440

15 Floor coverings 12 Wall-to-wall carpet (renter) 230134

15 Floor coverings 12 Wall-to-wall carpet (replacement)(renter) 320163

15 Floor coverings 12 Wall-to-wall carpet (replacement) (owned home) 230133

15 Floor coverings 12 Floor coverings, nonpermanent 320111

16 Major appliances 12 Dishwashers (built-in), garbage disposals, range 230117

16 Major appliances 12 Dishwashers (built-in), garbage disposals, range 230118

16 Major appliances 12 Refrigerators, freezers (renter) 300111

16 Major appliances 12 Refrigerators, freezers (owned home) 300112

16 Major appliances 12 Washing machines (renter) 300211

16 Major appliances 12 Washing machines (owned home) 300212

16 Major appliances 12 Clothes dryers (renter) 300221
Redesign Options for the Consumer Expenditure Survey B-12 

 

Table B-1. Definitions of new expenditure categories (continued)

New 

group ID Redesign grouping 

New 

recall 

period UCC Title UCC 

16 Major appliances 12 Clothes dryers (owned home) 300222

16 Major appliances 12 Cooking stoves, ovens (renter) 300311

16 Major appliances 12 Cooking stoves, ovens (owned home) 300312

16 Major appliances 12 Microwave ovens (renter) 300321

16 Major appliances 12 Microwave ovens (owned home) 300322

16 Major appliances 12 Portable dishwasher (renter) 300331

16 Major appliances 12 Portable dishwasher (owned home) 300332

16 Major appliances 12 Window air conditioners (renter) 300411

16 Major appliances 12 Window air conditioners (owned home) 300412

16 Major appliances 12 Electric floor cleaning equipment 320511

16 Major appliances 12 Sewing machines 320512

17 Small appliances, miscellaneous housewares 1 Plastic dinnerware 320310

17 Small appliances, miscellaneous housewares 1 China and other dinnerware 320320

17 Small appliances, miscellaneous housewares 1 Flatware 320330

17 Small appliances, miscellaneous housewares 1 Glassware 320340

17 Small appliances, miscellaneous housewares 1 Silver serving pieces 320350

17 Small appliances, miscellaneous housewares 1 Other serving pieces 320360

17 Small appliances, miscellaneous housewares 1 Nonelectric cookware 320370

17 Small appliances, miscellaneous housewares 1 Small electric kitchen appliances 320521

17 Small appliances, miscellaneous housewares 1 Portable heating and cooling equipment 320522

18 Miscellaneous household equipment 1 Window coverings 320120

18 Miscellaneous household equipment 1 Infants’ equipment 320130

18 Miscellaneous household equipment 1 Outdoor equipment 320150

18 Miscellaneous household equipment 1 Lamps and lighting fixtures 320220

18 Miscellaneous household equipment 1 Clocks and other household decorative items 320233

18 Miscellaneous household equipment 1 Telephones and accessories 320232

18 Miscellaneous household equipment 1 Lawn and garden equipment 320410

18 Miscellaneous household equipment 1 Power tools 320420

18 Miscellaneous household equipment 1 Office furniture for home use 320901

18 Miscellaneous household equipment 1 Hand tools 320902

18 Miscellaneous household equipment 1 Indoor plants, fresh flowers 320903
Redesign Options for the Consumer Expenditure Survey B-13 

 

Table B-1. Definitions of new expenditure categories (continued)

New 

group ID Redesign grouping 

New 

recall 

period UCC Title UCC 

18 Miscellaneous household equipment 1 Closet and storage items 320904

18 Miscellaneous household equipment 1 Rental of furniture 340904

18 Miscellaneous household equipment 1 Luggage 430130

18 Miscellaneous household equipment 1 Computers and computer hardware for nonbusiness use 690111

18 Miscellaneous household equipment 1 Portable memory (new UCC Q20092) 690117

18 Miscellaneous household equipment 1 Computer software and accessories for nonbusiness use 690112

18 Miscellaneous household equipment 1 Personal digital assistants 690115

18 Miscellaneous household equipment 1 Internet services away from home 690116

18 Miscellaneous household equipment 1 Telephone answering devices 690210

18 Miscellaneous household equipment 1 Business equipment for home use 690230

18 Miscellaneous household equipment 1 Smoke alarms (owned home) 690242

18 Miscellaneous household equipment 1 Smoke alarms (renter) 690241

18 Miscellaneous household equipment 1 Smoke alarms (owned vacation) 690243

18 Miscellaneous household equipment 1 Other household appliances (owned home) 690245

18 Miscellaneous household equipment 1 Other household appliances (renter) 690244

19 Apparel and services, Men, 16 and over 3 Men’s suits 360110

19 Apparel and services, Men, 16 and over 3 Men’s sportcoats, tailored jackets 360120

19 Apparel and services, Men, 16 and over 3 Men’s coats and jackets 360210

19 Apparel and services, Men, 16 and over 3 Men’s underwear 360311

19 Apparel and services, Men, 16 and over 3 Men’s hosiery 360312

19 Apparel and services, Men, 16 and over 3 Men’s nightwear 360320

19 Apparel and services, Men, 16 and over 3 Men’s accessories 360330

19 Apparel and services, Men, 16 and over 3 Men’s sweaters and vests 360340

19 Apparel and services, Men, 16 and over 3 Men’s active sportswear 360350

19 Apparel and services, Men, 16 and over 3 Men’s shirts 360410

19 Apparel and services, Men, 16 and over 3 Men’s pants and shorts 360513

19 Apparel and services, Men, 16 and over 3 Men’s uniforms 360901

19 Apparel and services, Men, 16 and over 3 Men’s costumes 360902

20 Apparel and services, Boys, 2 to 15 3 Boys’ coats and jackets 370110

20 Apparel and services, Boys, 2 to 15 3 Boys’ sweaters 370120

20 Apparel and services, Boys, 2 to 15 3 Boys’ shirts 370130
Redesign Options for the Consumer Expenditure Survey B-14 

 

Table B-1. Definitions of new expenditure categories (continued)

New 

group ID Redesign grouping 

New 

recall 

period UCC Title UCC 

20 Apparel and services, Boys, 2 to 15 3 Boys’ underwear 370211

20 Apparel and services, Boys, 2 to 15 3 Boys’ nightwear 370212

20 Apparel and services, Boys, 2 to 15 3 Boys’ hosiery 370213

20 Apparel and services, Boys, 2 to 15 3 Boys’ accessories 370220

20 Apparel and services, Boys, 2 to 15 3 Boys’ suits, sportcoats, vests 370311

20 Apparel and services, Boys, 2 to 15 3 Boys’ pants and shorts 370314

20 Apparel and services, Boys, 2 to 15 3 Boys’ uniforms 370903

20 Apparel and services, Boys, 2 to 15 3 Boys’ active sportswear 370904

20 Apparel and services, Boys, 2 to 15 3 Boys’ costumes 370902

21 Apparel and services, Women, 16 and over 3 Women’s coats and jackets 380110

21 Apparel and services, Women, 16 and over 3 Women’s dresses 380210

21 Apparel and services, Women, 16 and over 3 Women’s sportcoats, tailored jackets 380311

21 Apparel and services, Women, 16 and over 3 Women’s vests and sweaters 380312

21 Apparel and services, Women, 16 and over 3 Women’s shirts, tops, blouses 380313

21 Apparel and services, Women, 16 and over 3 Women’s skirts 380320

21 Apparel and services, Women, 16 and over 3 Women’s pants and shorts 380333

21 Apparel and services, Women, 16 and over 3 Women’s active sportswear 380340

21 Apparel and services, Women, 16 and over 3 Women’s sleepwear 380410

21 Apparel and services, Women, 16 and over 3 Women’s undergarments 380420

21 Apparel and services, Women, 16 and over 3 Women’s hosiery 380430

21 Apparel and services, Women, 16 and over 3 Women’s suits 380510

21 Apparel and services, Women, 16 and over 3 Women’s accessories 380901

21 Apparel and services, Women, 16 and over 3 Women’s uniforms 380902

21 Apparel and services, Women, 16 and over 3 Women’s costumes 380903

22 Apparel and services, Girls, 2 to 15 3 Girls’ coats and jackets 390110

22 Apparel and services, Girls, 2 to 15 3 Girls’ dresses and suits 390120

22 Apparel and services, Girls, 2 to 15 3 Girls’ shirts, blouses, sweaters 390210

22 Apparel and services, Girls, 2 to 15 3 Girls’ skirts, pants, and shorts 390223

22 Apparel and services, Girls, 2 to 15 3 Girls’ active sportswear 390230

22 Apparel and services, Girls, 2 to 15 3 Girls’ underwear and sleepwear 390310

22 Apparel and services, Girls, 2 to 15 3 Girls’ hosiery 390321
Redesign Options for the Consumer Expenditure Survey B-15 

 

Table B-1. Definitions of new expenditure categories (continued)

New 

group ID Redesign grouping 

New 

recall 

period UCC Title UCC 

22 Apparel and services, Girls, 2 to 15 3 Girls’ accessories 390322

22 Apparel and services, Girls, 2 to 15 3 Girls’ uniforms 390901

22 Apparel and services, Girls, 2 to 15 3 Girls’ costumes 390902

23 Apparel and services, Children under 2 3 Infant coat, jacket, snowsuit 410110

23 Apparel and services, Children under 2 3 Infant dresses, outerwear 410120

23 Apparel and services, Children under 2 3 Infant underwear 410130

23 Apparel and services, Children under 2 3 Infant nightwear, loungewear 410140

23 Apparel and services, Children under 2 3 Infant accessories 410901

24 Footwear 3 Men’s footwear 400110

24 Footwear 3 Boys’ footwear 400210

24 Footwear 3 Women’s footwear 400310

24 Footwear 3 Girls’ footwear 400220

25 Other apparel products and services 3 Material for making clothes 420110

25 Other apparel products and services 3 Sewing patterns and notions 420120

25 Other apparel products and services 3 Watches 430110

25 Other apparel products and services 3 Jewelry 430120

25 Other apparel products and services 3 Shoe repair and other shoe service 440110

25 Other apparel products and services 3 Coin-operated apparel laundry and dry cleaning 440120

25 Other apparel products and services 3 Alteration, repair and tailoring of apparel and 440130

25 Other apparel products and services 3 Clothing rental 440140

25 Other apparel products and services 3 Watch and jewelry repair 440150

25 Other apparel products and services 3 Apparel laundry and dry cleaning not coin-operated 440210

25 Other apparel products and services 3 Clothing storage 440900

26 Cars and trucks, new 12 New cars 450110

26 Cars and trucks, new 12 New trucks 450210

27 Cars and trucks, used 12 Used cars 460110

27 Cars and trucks, used 12 Used trucks 460901

28 Other vehicles 12 New motorcycles 450220

28 Other vehicles 12 New aircraft 450900

28 Other vehicles 12 Used motorcycles 460902

28 Other vehicles 12 Used aircraft 460903
Redesign Options for the Consumer Expenditure Survey B-16 

 

Table B-1. Definitions of new expenditure categories (continued)

New 

group ID Redesign grouping 

New 

recall 

period UCC Title UCC 

29 Gasoline and motor oil 3 Gasoline 470111

29 Gasoline and motor oil 3 Diesel fuel 470112

29 Gasoline and motor oil 3 Gasoline on out-of-town trips 470113

29 Gasoline and motor oil 3 Motor oil 470211

29 Gasoline and motor oil 3 Motor oil on out-of-town trips 470212

30 Vehicle finance charges 12 Automobile finance charges 510110

30 Vehicle finance charges 12 Truck finance charges 510901

30 Vehicle finance charges 12 Motorcycle and plane finance charges 510902

30 Vehicle finance charges 12 Other vehicle finance charges 850300

31 Vehicle, Maintenance and repairs 3 Coolant, brake fluid, transmission fluid, and other 470220

31 Vehicle, Maintenance and repairs 3 Tires - purchased, replaced, installed 480110

31 Vehicle, Maintenance and repairs 3 Vehicle products and cleaning services 480212

31 Vehicle, Maintenance and repairs 3 Parts, equipment, and accessories 480213

31 Vehicle, Maintenance and repairs 3 Vehicle audio equipment 480214

31 Vehicle, Maintenance and repairs 3 Vehicle video equipment 480215

31 Vehicle, Maintenance and repairs 3 Body work and painting 490110

31 Vehicle, Maintenance and repairs 3 Clutch, transmission repair 490211

31 Vehicle, Maintenance and repairs 3 Drive shaft and rear-end repair 490212

31 Vehicle, Maintenance and repairs 3 Brake work, including adjustments 490221

31 Vehicle, Maintenance and repairs 3 Repair to steering or front-end 490231

31 Vehicle, Maintenance and repairs 3 Repair to engine cooling system 490232

31 Vehicle, Maintenance and repairs 3 Motor tune-up 490311

31 Vehicle, Maintenance and repairs 3 Lube, oil change, and oil filters 490312

31 Vehicle, Maintenance and repairs 3 Front-end alignment, wheel balance and rotation 490313

31 Vehicle, Maintenance and repairs 3 Shock absorber replacement 490314

31 Vehicle, Maintenance and repairs 3 Repair tires and other repair work 490318

31 Vehicle, Maintenance and repairs 3 Exhaust system repair 490411

31 Vehicle, Maintenance and repairs 3 Electrical system repair 490412

31 Vehicle, Maintenance and repairs 3 Motor repair, replacement 490413

31 Vehicle, Maintenance and repairs 3 Auto repair service policy 490900

31 Vehicle, Maintenance and repairs 3 Vehicle accessories including labor 490501
Redesign Options for the Consumer Expenditure Survey B-17 

 

Table B-1. Definitions of new expenditure categories (continued)

New 

group ID Redesign grouping 

New 

recall 

period UCC Title UCC 

31 Vehicle, Maintenance and repairs 3 Vehicle air conditioning repair 490319

32 Vehicle insurance 3 Vehicle insurance 500110

33 Vehicle rental, leases, licenses, and other charges 3 Auto rental 520511

33 Vehicle rental, leases, licenses, and other charges 3 Auto rental, out-of-town trips 520512

33 Vehicle rental, leases, licenses, and other charges 3 Truck rental 520521

33 Vehicle rental, leases, licenses, and other charges 3 Truck rental, out-of-town trips 520522

33 Vehicle rental, leases, licenses, and other charges 3 Motorcycle rental 520902

33 Vehicle rental, leases, licenses, and other charges 3 Motorcycle rental, out-of-town trips 520905

33 Vehicle rental, leases, licenses, and other charges 3 Aircraft rental 520903

33 Vehicle rental, leases, licenses, and other charges 3 Aircraft rental, out-of-town trips 520906

33 Vehicle rental, leases, licenses, and other charges 3 Car lease payments 450310

33 Vehicle rental, leases, licenses, and other charges 3 Cash down payment (car lease) 450313

33 Vehicle rental, leases, licenses, and other charges 3 Termination fee (car lease) 450314

33 Vehicle rental, leases, licenses, and other charges 3 Truck lease payments 450410

33 Vehicle rental, leases, licenses, and other charges 3 Cash down payment (truck lease) 450413

33 Vehicle rental, leases, licenses, and other charges 3 Termination fee (truck lease) 450414

33 Vehicle rental, leases, licenses, and other charges 3 Vehicle registration state/local 520110

33 Vehicle rental, leases, licenses, and other charges 3 Drivers’ license 520310

33 Vehicle rental, leases, licenses, and other charges 3 Vehicle inspection 520410

33 Vehicle rental, leases, licenses, and other charges 3 Parking fees in home city, excluding residence 520531

33 Vehicle rental, leases, licenses, and other charges 3 Parking fees, out-of-town trips 520532

33 Vehicle rental, leases, licenses, and other charges 3 Tolls or electronic toll passes 520541

33 Vehicle rental, leases, licenses, and other charges 3 Tolls on out-of-town trips 520542

33 Vehicle rental, leases, licenses, and other charges 3 Towing charges 520550

33 Vehicle rental, leases, licenses, and other charges 3 Global positioning services 520560

33 Vehicle rental, leases, licenses, and other charges 3 Automobile service clubs 620113

34 Airline fares 12 Airline fares 530110

35 Public transportation except airfares 1 Intercity bus fares 530210

35 Public transportation except airfares 1 Intracity mass transit fares 530311

35 Public transportation except airfares 1 Local trans. on out-of-town trips 530312

35 Public transportation except airfares 1 Taxi fares and limousine services on trips 530411
Redesign Options for the Consumer Expenditure Survey B-18 

 

Table B-1. Definitions of new expenditure categories (continued)

New 

group ID Redesign grouping 

New 

recall 

period UCC Title UCC 

35 Public transportation except airfares 1 Taxi fares and limousine services 530412

35 Public transportation except airfares 1 Intercity train fares 530510

35 Public transportation except airfares 1 Ship fares 530901

35 Public transportation except airfares 1 School bus 530902

36 Health insurance 12 Traditional fee for service health plan (not BCBS) 580111

36 Health insurance 12 Preferred provider health plan (not BCBS) 580113

36 Health insurance 12 Traditional fee for service health plan (BCBS) 580112

36 Health insurance 12 Preferred provider health plan (BCBS) 580114

36 Health insurance 12 Health maintenance organization (BCBS) 580312

36 Health insurance 12 Commercial Medicare supplement (BCBS) 580904

36 Health insurance 12 Other health insurance (BCBS) 580906

36 Health insurance 12 Health maintenance organization (not BCBS) 580311

36 Health insurance 12 Medicare payments 580901

36 Health insurance 12 Medicare prescription drug premium 580907

36 Health insurance 12 Commercial Medicare supplement (not BCBS) 580903

36 Health insurance 12 Other health insurance (not BCBS) 580905

36 Health insurance 12 Long term care insurance 580400

37 Medical services 3 Physician’s services 560110

37 Medical services 3 Dental services 560210

37 Medical services 3 Eyecare services 560310

37 Medical services 3 Service by professionals other than physician 560400

37 Medical services 3 Lab tests, x-rays 560330

37 Medical services 3 Hospital room and services 570111

37 Medical services 3 Medical care in retirement community 570240

37 Medical services 3 Care in convalescent or nursing home 570220

37 Medical services 3 Other medical care services 570230

38 Prescription drugs 3 Prescription drugs 540000

39 Medical supplies 3 Eyeglasses and contact lenses 550110

39 Medical supplies 3 Hearing aids 550340

39 Medical supplies 3 Medical equipment for general use 550320

39 Medical supplies 3 Supportive and convalescent medical equipment 550330
Redesign Options for the Consumer Expenditure Survey B-19 

 

Table B-1. Definitions of new expenditure categories (continued)

New 

group ID Redesign grouping 

New 

recall 

period UCC Title UCC 

39 Medical supplies 3 Rental of medical equipment 570901

39 Medical supplies 3 Rental of supportive, convalescent medical equipment 570903

40 Fees and admissions 1 Recreation expenses, out-of-town trips 610900

40 Fees and admissions 1 Social, recreation, health club membership 620111

40 Fees and admissions 1 Fees for participant sports 620121

40 Fees and admissions 1 Participant sports, out-of-town trips 620122

40 Fees and admissions 1 Movie, theater, amusement parks, and other 620211

40 Fees and admissions 1 Movie, other admissions, out-of-town trips 620212

40 Fees and admissions 1 Admission to sporting events 620221

40 Fees and admissions 1 Admission to sports events, out-of-town trips 620222

40 Fees and admissions 1 Fees for recreational lessons 620310

40 Fees and admissions 1 Other entertainment services, out-of-town trips 620903

41 Audio and visual equipment and services 3 Televisions 310140

41 Audio and visual equipment and services 3 Cable and satellite television services 270310

41 Audio and visual equipment and services 3 Satellite radio service 270311

41 Audio and visual equipment and services 3 Online gaming services 620930

41 Audio and visual equipment and services 3 VCR’s and video disc players 310210

41 Audio and visual equipment and services 3 Video cassettes, tapes, and discs 310220

41 Audio and visual equipment and services 3 Video game hardware and software 310230

41 Audio and visual equipment and services 3 Streaming, downloading video 310240

41 Audio and visual equipment and services 3 Repair of TV, radio, and sound equipment 340610

41 Audio and visual equipment and services 3 Rental of televisions 340902

41 Audio and visual equipment and services 3 Radios 310311

41 Audio and visual equipment and services 3 Tape recorders and players 310313

41 Audio and visual equipment and services 3 Personal digital audio players 310314

41 Audio and visual equipment and services 3 Sound components and component systems 310320

41 Audio and visual equipment and services 3 CDs, records, audio tapes 310340

41 Audio and visual equipment and services 3 Streaming, downloading audio 310350

41 Audio and visual equipment and services 3 Rental of VCR, radio, and sound equipment 340905

41 Audio and visual equipment and services 3 Musical instruments and accessories 610130

41 Audio and visual equipment and services 3 Rental and repair of musical instruments 620904
Redesign Options for the Consumer Expenditure Survey B-20 

 

Table B-1. Definitions of new expenditure categories (continued)

New 

group ID Redesign grouping 

New 

recall 

period UCC Title UCC 

41 Audio and visual equipment and services 3 Rental of video cassettes, tapes, films, and discs 620912

41 Audio and visual equipment and services 3 Rental of computer and video game hardware and software 620916

41 Audio and visual equipment and services 3 Accessories and other sound equipment 310333

41 Audio and visual equipment and services 3 Satellite dishes 310334

41 Audio and visual equipment and services 3 Installation of televisions 690320

41 Audio and visual equipment and services 3 Installation of satellite television equipment 690330

41 Audio and visual equipment and services 3 Installation of sound systems 690340

41 Audio and visual equipment and services 3 Installation of other video equipment or sound systems 690350

42 Pets, toys, hobbies, and playground equipment 3 Pet purchase, supplies, medicine 610320

42 Pets, toys, hobbies, and playground equipment 3 Pet services 620410

42 Pets, toys, hobbies, and playground equipment 3 Vet services 620420

42 Pets, toys, hobbies, and playground equipment 3 Toys, games, arts and crafts, and tricycles 610110

42 Pets, toys, hobbies, and playground equipment 3 Stamp and coin collecting 610140

42 Pets, toys, hobbies, and playground equipment 3 Playground equipment 610120

43 Recreational vehicle purchases 12 Boat without motor and boat trailers 600121

43 Recreational vehicle purchases 12 Trailer and other attachable campers 600122

43 Recreational vehicle purchases 12 Purchase of motorized camper 600141

43 Recreational vehicle purchases 12 Purchase of other vehicle 600142

43 Recreational vehicle purchases 12 Purchase of boat with motor 600132

44 Other entertainment supplies, equipment, and services 3 Rental noncamper trailer 520904

44 Other entertainment supplies, equipment, and services 3 Boat and trailer rental out-of-town trips 520907

44 Other entertainment supplies, equipment, and services 3 Rental of campers on out-of-town trips 620909

44 Other entertainment supplies, equipment, and services 3 Rental of other vehicles on out-of-town trips 620919

44 Other entertainment supplies, equipment, and services 3 Rental of boat 620906

44 Other entertainment supplies, equipment, and services 3 Rental of motorized camper 620921

44 Other entertainment supplies, equipment, and services 3 Rental of other RV"s 620922

44 Other entertainment supplies, equipment, and services 3 Outboard motors 600110

44 Other entertainment supplies, equipment, and services 3 Docking and landing fees 520901

44 Other entertainment supplies, equipment, and services 3 Athletic gear, game tables, and exercise equipment 600210

44 Other entertainment supplies, equipment, and services 3 Bicycles 600310

44 Other entertainment supplies, equipment, and services 3 Camping equipment 600410
Redesign Options for the Consumer Expenditure Survey B-21 

 

Table B-1. Definitions of new expenditure categories (continued)

New 

group ID Redesign grouping 

New 

recall 

period UCC Title UCC 

44 Other entertainment supplies, equipment, and services 3 Hunting and fishing equipment 600420

44 Other entertainment supplies, equipment, and services 3 Winter sports equipment 600430

44 Other entertainment supplies, equipment, and services 3 Water sports equipment 600901

44 Other entertainment supplies, equipment, and services 3 Other sports equipment 600902

44 Other entertainment supplies, equipment, and services 3 Rental and repair of miscellaneous sports equipment 620908

44 Other entertainment supplies, equipment, and services 3 Film 610210

44 Other entertainment supplies, equipment, and services 3 Photo processing 620330

44 Other entertainment supplies, equipment, and services 3 Repair and rental of photographic equipment 620905

44 Other entertainment supplies, equipment, and services 3 Photographic equipment 610230

44 Other entertainment supplies, equipment, and services 3 Photographer fees 620320

44 Other entertainment supplies, equipment, and services 3 Live entertainment for catered affairs 680310

44 Other entertainment supplies, equipment, and services 3 Rental of party supplies for catered affairs 680320

45 Personal care products and services 1 Wigs and hairpieces 640130

45 Personal care products and services 1 Electric personal care appliances 640420

45 Personal care products and services 1 Personal care services 650310

46 Reading 3 Newspaper, magazine by subscription 590310

46 Reading 3 Newspaper, magazine non-subscription 590410

46 Reading 3 Books thru book clubs 590220

46 Reading 3 Books not thru book clubs 590230

46 Reading 3 Encyclopedia and other sets of reference books 660310

47 Tuition 12 College tuition 670110

47 Tuition 12 Elementary and high school tuition 670210

47 Tuition 12 Vocational and technical school tuition 670410

47 Tuition 12 Other schools tuition 670901

48 Other education 3 Test preparation, tutoring services (new UCC Q20092) 670903

48 Other education 3 Other school expenses including rentals 670902

48 Other education 3 School books, supplies, equipment for college 660110

48 Other education 3 School books, supplies, equipment for elementary, high 660210

48 Other education 3 School books, supplies, equipment for vocational and 660410

48 Other education 3 School books, supplies, equipment for day care, nursery 660901

48 Other education 3 School books, supplies, equipment for other schools 660902
Redesign Options for the Consumer Expenditure Survey B-22 

 

Table B-1. Definitions of new expenditure categories (continued)

New 

group ID Redesign grouping 

New 

recall 

period UCC Title UCC 

49 Tobacco products and smoking supplies 3 Cigarettes 630110

49 Tobacco products and smoking supplies 3 Other tobacco products 630210

50 Miscellaneous 3 Lotteries and pari-mutuel losses 620926

50 Miscellaneous 3 Legal fees 680110

50 Miscellaneous 3 Funeral expenses 680140

50 Miscellaneous 3 Safe deposit box rental 680210

50 Miscellaneous 3 Checking accounts, other bank service charges 680220

50 Miscellaneous 3 Cemetery lots, vaults, maintenance fees 680901

50 Miscellaneous 3 Accounting fees 680902

50 Miscellaneous 3 Finance charges excluding mortgage and vehicle 710110

50 Miscellaneous 3 Dating services 680904

50 Miscellaneous 3 Vacation clubs 680905

50 Miscellaneous 3 Expenses for other properties 790600

50 Miscellaneous 3 Occupational expenses 900002

50 Miscellaneous 3 Interest paid, home equity line of credit (other 880210

50 Miscellaneous 3 Credit card memberships 620112

50 Miscellaneous 3 Shopping club membership fees 620115

51 Cash contributions 12 Support for college students 800804

51 Cash contributions 12 Alimony expenditures 800111

51 Cash contributions 12 Child support expenditures 800121

51 Cash contributions 12 Gift to non-CU members of stocks, bonds, and mutual funds 800811

51 Cash contributions 12 Cash contributions to charities and other organizations 800821

51 Cash contributions 12 Cash contributions to church, religious organizations 800831

51 Cash contributions 12 Cash contribution to educational institutions 800841

51 Cash contributions 12 Cash contribution to political organizations 800851

51 Cash contributions 12 Other cash gifts 800861

52 Life and other personal insurance 12 Life, endowment, annuity, other personal insurance 700110

52 Life and other personal insurance 12 Other nonhealth insurance 002120

53 Pensions and Social Security 12 Deductions for government retirement 800910

53 Pensions and Social Security 12 Deductions for railroad retirement 800920

53 Pensions and Social Security 12 Deductions for private pensions 800931
Redesign Options for the Consumer Expenditure Survey B-23 

 

Table B-1. Definitions of new expenditure categories (continued)

New 

group ID Redesign grouping 

New 

recall 

period UCC Title UCC 

53 Pensions and Social Security 12 Non-payroll deposit to retirement plans 800932

53 Pensions and Social Security 12 Deductions for Social Security 800940
Redesign Options for the Consumer Expenditure Survey B-24 

Table B-2. Estimates and standard errors under current design

New 

Group ID Redesign Grouping 

Average annual 

expenditure Standard error 

1 Mortgage interest and charges $3,593.71 $74.97

2 Property taxes $1,809.44 $31.14

3 Maintenance, repairs, insurance, other expenses $1,138.71 $43.06

4 Rented dwellings $2,854.51 $50.73

5 Other lodging $669.01 $30.21

6 Natural gas $483.40 $16.75

7 Electricity $1,376.65 $29.24

8 Fuel oil and other fuels $141.46 $9.24

9 Telephone services $1,161.76 $12.14

10 Water and other public services $480.79 $10.54

11 Personal services $389.44 $20.18

12 Other household expenses $616.34 $14.12

13 Household textiles $84.55 $3.24

14 Furniture $341.22 $14.47

15 Floor coverings $30.31 $3.28

16 Major appliances $188.77 $8.77

17 Small appliances, miscellaneous housewares $58.42 $2.70

18 Miscellaneous household equipment $461.10 $14.79

19 Apparel and services, Men, 16 and over $199.70 $8.65

20 Apparel and services, Boys, 2 to 15 $61.11 $2.08

21 Apparel and services, Women, 16 and over $336.41 $8.81

22 Apparel and services, Girls, 2 to 15 $77.86 $2.79

23 Apparel and services, Children under 2 $70.86 $2.77

24 Footwear $147.32 $4.32

25 Other apparel products and services $229.01 $11.55

26 Cars and trucks, new $1,297.15 $83.75

27 Cars and trucks, used $1,304.35 $70.60

28 Other vehicles $55.45 $11.74

29 Gasoline and motor oil $1,986.40 $20.59

30 Vehicle finance charges $281.01 $8.16

31 Vehicle, Maintenance and repairs $682.29 $15.55

32 Vehicle insurance $883.86 $20.80

33 Vehicle rental, leases, licenses, and other charges $446.12 $16.04

34 Airline fares $300.92 $11.23

35 Public transportation except airfares $169.14 $7.72

36 Health insurance $1,784.30 $26.94

37 Medical services $739.89 $25.71

38 Prescription drugs $361.72 $10.56

39 Medical supplies $86.90 $4.78

40 Fees and admissions $602.05 $18.50

41 Audio and visual equipment and services $955.30 $14.74

42 Pets, toys, hobbies, and playground equipment $442.18 $13.41

43 Recreational vehicle purchases $160.10 $30.19

44 Other entertainment supplies, equipment, and services $209.53 $9.62

45 Personal care products and services $300.71 $6.23
Redesign Options for the Consumer Expenditure Survey B-25 

Table B-2. Estimates and standard errors under current design (continued)

New 

Group ID Redesign Grouping 

Average annual 

expenditure Standard error 

46 Reading $108.99 $2.92

47 Tuition $886.87 $39.98

48 Other education $131.85 $5.50

49 Tobacco products and smoking supplies $377.64 $10.57

50 Miscellaneous $747.07 $31.40

51 Cash contributions $1,723.08 $84.39

52 Life and other personal insurance $309.03 $12.83

53 Pensions and Social Security $5,163.74 $80.99
Appendix C

Total Variance Reductions for the

Quarterly Interview Survey in Each of the

Three Reference Periods
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

Expense category 

2009 

estimate 

Standard 

error 

% 

between 

PSU 

variation 

% reduction in total variance 

No 

change 

in 

sample 

size 

20% 

reduction 

in 

sample 

40% 

reduction 

in 

sample 

Mortgage interest and charges 3593.71 75.0 28 39 31 17

Property taxes 1809.44 31.1 45 31 25 15

Maintenance, repairs, insurance, 

other expenses

1138.71 43.1 33 -45 -73 -119

Rented dwellings 2854.51 50.7 10 47 36 19

Other lodging 669.01 30.2 27 7 -10 -37

Natural gas 483.4 16.8 85 6 3 -1

Electricity 1376.65 29.2 89 5 3 1

Fuel oil and other fuels 141.46 9.2 68 -9 -19 -36

Telephone services 1161.76 12.1 56 21 15 6

Water and other public services 480.79 10.5 76 0 -6 -16

Personal services 389.44 20.2 0 53 41 21

Other household expenses 616.34 14.1 41 6 -8 -30

Household textiles 84.55 3.2 31 -98 -139 -208

Furniture 341.22 14.5 12 -168 -232 -337

Floor coverings 30.31 3.3 25 -180 -244 -349

Major appliances 188.77 8.8 29 -128 -177 -259

Small appliances, miscellaneous 

housewares

58.42 2.7 24 -325 -425 -589

Miscellaneous household equipment 461.1 14.8 40 -60 -90 -139

Apparel and services, Men, 16 and 

over

199.7 8.7 40 2 -12 -36

Apparel and services, Boys, 2 to 15 61.11 2.1 17 -83 -124 -192

Apparel and services, Women, 16 

and over

336.41 8.8 47 -46 -71 -111

Apparel and services, Girls, 2 to 15 77.86 2.8 23 -87 -129 -196

Apparel and services, 

Children under 2

70.86 2.8 36 -16 -36 -69

Footwear 147.32 4.3 59 -48 -70 -106

Other apparel products and services 229.01 11.6 5 -237 -320 -456

Cars and trucks, new 1297.15 83.8 19 -223 -299 -424

Cars and trucks, used 1304.35 70.6 23 -101 -145 -218

Other vehicles 55.45 11.7 11 -197 -268 -385

Gasoline and motor oil 1986.4 20.6 40 26 18 4

Vehicle finance charges 281.01 8.2 35 38 32 21

Vehicle, Maintenance and repairs 682.29 15.6 41 -80 -114 -171

Vehicle insurance 883.86 20.8 76 -33 -47 -71

Vehicle rental, leases, licenses, and 

other charges

446.12 16.0 42 10 -1 -21

Airline fares 300.92 11.2 18 -107 -154 -232
Redesign Options for the Consumer Expenditure Survey C-2 

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 

2009 

estimate 

Standard 

error 

% 

between 

PSU 

variation 

% reduction in total variance 

No 

change 

in 

sample 

size 

20% 

reduction 

in 

sample 

40% 

reduction 

in 

sample 

Public transportation except airfares 169.14 7.7 34 -53 -83 -132

Health insurance 1784.3 26.9 35 27 17 2

Medical services 739.89 25.7 49 -36 -58 -94

Prescription drugs 361.72 10.6 45 16 7 -9

Medical supplies 86.9 4.8 19 -257 -341 -480

Fees and admissions 602.05 18.5 47 3 -9 -30

Audio and visual equipment and 

services

955.3 14.7 41 -21 -40 -73

Pets, toys, hobbies, and playground 

equipment

442.18 13.4 31 -50 -79 -128

Recreational vehicle purchases 160.1 30.2 10 -322 -425 -593

Other entertainment supplies, 

equipment, and services

209.53 9.6 33 -52 -82 -130

Personal care products and services 300.71 6.2 55 20 13 3

Reading 108.99 2.9 51 19 11 -1

Tuition 886.87 40.0 0 -101 -152 -234

Other education 131.85 5.5 21 -57 -91 -146

Tobacco products and smoking 

supplies

377.64 10.6 23 36 26 9

Miscellaneous 747.07 31.4 2 -47 -83 -142

Cash contributions 1723.08 84.4 55 4 -6 -23

Life and other personal insurance 309.03 12.8 40 -84 -120 -178

Pensions and Social Security 5163.74 81.0 37 35 27 16
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

Expense category 

2009 

estimate 

Standard 

error 

% 

between 

PSU 

variation 

% reduction in total variance 

No 

change 

in 

sample 

size 

20% 

reduction 

in sample 

40% 

reduction 

in sample 

Mortgage interest and charges 3593.71 75.0 28 42 35 22

Property taxes 1809.44 31.1 45 33 27 18

Maintenance, repairs, 

insurance, other expenses

1138.71 43.1 33 12 -1 -23

Rented dwellings 2854.51 50.7 10 51 42 26

Other lodging 669.01 30.2 27 36 26 11

Natural gas 483.4 16.8 85 8 6 3

Electricity 1376.65 29.2 89 6 5 2

Fuel oil and other fuels 141.46 9.2 68 14 9 2

Telephone services 1161.76 12.1 56 24 19 10

Water and other public 

services

480.79 10.5 76 12 9 5

Personal services 389.44 20.2 0 45 32 9

Other household expenses 616.34 14.1 41 26 17 4

Household textiles 84.55 3.2 31 9 -5 -30

Furniture 341.22 14.5 12 13 -6 -37

Floor coverings 30.31 3.3 25 1 -17 -48

Major appliances 188.77 8.8 29 3 -14 -42

Small appliances, 

miscellaneous 

housewares

58.42 2.7 24 8 -10 -38

Miscellaneous household 

equipment

461.1 14.8 40 9 -3 -24

Apparel and services, Men, 16 

and over

199.7 8.7 40 10 -3 -23

Apparel and services, Boys, 2 

to 15

61.11 2.1 17 29 15 -7

Apparel and services, Women, 

16 and over

336.41 8.8 47 20 11 -2

Apparel and services, Girls, 2 

to 15

77.86 2.8 23 28 16 -4

Apparel and services, Children 

under 2

70.86 2.8 36 28 19 4

Footwear 147.32 4.3 59 9 2 -11

Other apparel products and 

services

229.01 11.6 5 28 11 -17

Cars and trucks, new 1297.15 83.8 19 0 -20 -53

Cars and trucks, used 1304.35 70.6 23 5 -13 -43

Other vehicles 55.45 11.7 11 3 -19 -54

Gasoline and motor oil 1986.4 20.6 40 30 22 10

Vehicle finance charges 281.01 8.2 35 40 34 24

Vehicle, Maintenance and 

repairs

682.29 15.6 41 12 0 -20
Redesign Options for the Consumer Expenditure Survey C-4 

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 

2009 

estimate 

Standard 

error 

% 

between 

PSU 

variation 

% reduction in total variance 

No 

change 

in 

sample 

size 

20% 

reduction 

in sample 

40% 

reduction 

in sample 

Vehicle insurance 883.86 20.8 76 9 5 -1

Vehicle rental, leases, 

licenses, and other 

charges

446.12 16.0 42 31 24 13

Airline fares 300.92 11.2 18 17 1 -26

Public transportation except 

airfares

169.14 7.7 34 15 2 -19

Health insurance 1784.3 26.9 35 35 27 15

Medical services 739.89 25.7 49 13 4 -12

Prescription drugs 361.72 10.6 45 24 17 4

Medical supplies 86.9 4.8 19 4 -16 -47

Fees and admissions 602.05 18.5 47 22 14 2

Audio and visual equipment 

and services

955.3 14.7 41 12 0 -19

Pets, toys, hobbies, and 

playground equipment

442.18 13.4 31 31 21 6

Recreational vehicle 

purchases

160.1 30.2 10 1 -21 -58

Other entertainment supplies, 

equipment, and services

209.53 9.6 33 6 -9 -34

Personal care products and 

services

300.71 6.2 55 22 17 7

Reading 108.99 2.9 51 21 15 3

Tuition 886.87 40.0 0 23 3 -29

Other education 131.85 5.5 21 19 4 -20

Tobacco products and 

smoking supplies

377.64 10.6 23 37 27 11

Miscellaneous 747.07 31.4 2 29 11 -17

Cash contributions 1723.08 84.4 55 11 3 -11

Life and other personal 

insurance

309.03 12.8 40 22 13 -3

Pensions and Social Security 5163.74 81.0 37 37 31 20
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

Expense category 

2009 

estimate 

Standard 

error 

% 

between 

PSU 

variation 

% reduction in total variance 

No 

change 

in 

sample 

size 

20% 

reduction 

in sample 

40% 

reduction in 

sample 

Mortgage interest and charges 3593.71 75.0 28 40 32 19

Property taxes 1809.44 31.1 45 31 25 15

Maintenance, repairs, insurance, 

other expenses

1138.71 43.1 33 38 30 18

Rented dwellings 2854.51 50.7 10 50 41 24

Other lodging 669.01 30.2 27 41 33 20

Natural gas 483.4 16.8 85 8 7 4

Electricity 1376.65 29.2 89 6 5 3

Fuel oil and other fuels 141.46 9.2 68 18 14 9

Telephone services 1161.76 12.1 56 25 20 12

Water and other public services 480.79 10.5 76 13 11 6

Personal services 389.44 20.2 0 56 45 27

Other household expenses 616.34 14.1 41 33 27 16

Household textiles 84.55 3.2 31 39 31 19

Furniture 341.22 14.5 12 49 40 24

Floor coverings 30.31 3.3 25 42 34 20

Major appliances 188.77 8.8 29 40 32 19

Small appliances, miscellaneous 

housewares

58.42 2.7 24 43 34 20

Miscellaneous household 

equipment

461.1 14.8 40 34 27 16

Apparel and services, Men, 16 

and over

199.7 8.7 40 34 27 16

Apparel and services, Boys, 2 to 

15

61.11 2.1 17 46 37 22

Apparel and services, Women, 16 

and over

336.41 8.8 47 30 24 14

Apparel and services, Girls, 2 to 

15

77.86 2.8 23 43 35 21

Apparel and services, Children 

under 2

70.86 2.8 36 36 29 17

Footwear 147.32 4.3 59 23 18 11

Other apparel products and 

services

229.01 11.6 5 53 43 26

Cars and trucks, new 1297.15 83.8 19 45 36 22

Cars and trucks, used 1304.35 70.6 23 43 35 21

Other vehicles 55.45 11.7 11 50 40 24

Gasoline and motor oil 1986.4 20.6 40 34 27 16

Vehicle finance charges 281.01 8.2 35 36 29 18

Vehicle, Maintenance and repairs 682.29 15.6 41 33 27 16

Vehicle insurance 883.86 20.8 76 13 11 6

Vehicle rental, leases, licenses, 

and other charges

446.12 16.0 42 32 26 16
Redesign Options for the Consumer Expenditure Survey C-6 

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 

2009 

estimate 

Standard 

error 

% 

between 

PSU 

variation 

% reduction in total variance 

No 

change 

in 

sample 

size 

20% 

reduction 

in sample 

40% 

reduction in 

sample 

Airline fares 300.92 11.2 18 46 37 22

Public transportation except 

airfares

169.14 7.7 34 37 30 18

Health insurance 1784.3 26.9 35 36 29 18

Medical services 739.89 25.7 49 29 23 14

Prescription drugs 361.72 10.6 45 31 25 15

Medical supplies 86.9 4.8 19 45 36 22

Fees and admissions 602.05 18.5 47 30 24 14

Audio and visual equipment and 

services

955.3 14.7 41 33 27 16

Pets, toys, hobbies, and 

playground equipment

442.18 13.4 31 39 31 19

Recreational vehicle purchases 160.1 30.2 10 50 41 24

Other entertainment supplies, 

equipment, and services

209.53 9.6 33 38 30 18

Personal care products and 

services

300.71 6.2 55 25 20 12

Reading 108.99 2.9 51 27 22 13

Tuition 886.87 40.0 0 56 45 27

Other education 131.85 5.5 21 44 36 21

Tobacco products and smoking 

supplies

377.64 10.6 23 43 35 21

Miscellaneous 747.07 31.4 2 55 44 26

Cash contributions 1723.08 84.4 55 25 20 12

Life and other personal insurance 309.03 12.8 40 34 27 16

Pensions and Social Security 5163.74 81.0 37 35 28 17