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Mixed mode in the data collection of SBS statistics within Statistics Sweden Cecilia Hertzman. Seminar om Statistical Data Collection, Geneva 2013-09-26. Background to the project. Simplify the data collection process Reduce the response burden
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Mixed mode in the data collectionof SBS statistics withinStatistics SwedenCecilia Hertzman Seminar om Statistical Data Collection, Geneva 2013-09-26
Backgroundto the project • Simplify the data collection process • Reduce the responseburden • Investigate the possibilitytouse the standardised Swedish format SIE SIE is an open standard for transferring accounting data between different software products by different software suppliers. • Extend the useof the Swedish chartofaccounts, BAS Tests have previously yielded positive indicatorsof increased data quality and reduced non-response.
SpecRR – Oneofthreespecially designed samplesurveys The Swedish SBS containsof a numberof different sourceswhere the core is administrative data from the Tax Agency complemented by threespecially designed samplesurveys. SpecRR – A specificationof the Income Statement • Purpose: Obtaindetailed information aboutincome and costs • Data collection: Web-application (SIV) with pre-printed totals from the Tax Agency • The respondent areaskedtospecify the pre-printedvalues • Samplesize: Approx. 16.500 enterprises
Actions taken by the project Mappingofvariables: • Manyof the SBS variablescan be mappedto the BAS-accountsbut not all. • Thereare new versions of the BAS-accountingschemeeveryyear Adjustmentof the data collectiontool, SIV: • The respondents upload a SIE-file and the questionnaire is filled in wherethere is a uniquelinkbetween SIE-BAS-SBS • Othervariables must be filled in manually Developmentof a communication plan with respondents
Design of the experiment • Limitations withrespecttoindustry (NACE) and size (10-249 employees) • 658 enterpriseswas chosen outof approx. 2 600 enterprises Outof the 658, 537 (82%) answered the questionnaire. Outof the 537, 134 choosedtoanswerthorugh the SIE supported solution.
Evaluation The evaluationwasdone in three parts: • Quantitativeevaluation • Qualitativeevaluation • The respondent perspective
Quantitativeevaluation Is there systematic differencesbetweenthosewho chose or did not chose the SIE alternative? • A significantlyhigherpercentagechanged the pre-printedvalues • Useofmorevariables • Significantlylower proportion ofcosts on otherexpenses
Qualitativeevaluation A reviewwasmadeof all enterprisesthatchangedtheir pre-printedvaluesexceeding 5 percentof the original value Most frequent deviations: • Changes in inventories and work in progress – the useof BAS differs from its original thought • Allocationofcostsbetween different typesofcosts • Consumableinventories – part ofseveral BAS accounts
The respondent perspective 30 enterpriseswereinterviewed, 15 hadused the SIE alternative and 15 had chosen not touse SIE. The general impressonwas: • The technical solution workedwell • The respondent experienced a lowerburden • Respondents wouldhavewantedto get rid of manual completion • Respondents wouldhave chosen SIE againiftheyhad the opportunity Reasons for not using SIE: • No technicalconditions at the enterprise for creating or using SIE • BAS wastoo old • Lack of practical experienceof SIE
Conclusions and future plans Conclusions: • Overall positive reactions from respondents and moderate costs for Statistics Sweden • Technical support for mapping is needed • The access todetailed information from the accounting systems madeusawareofqualityaspects in the SBS Future plans: • Offer around 4 000 enterprises the opportunitytoupload SIE files • Continue the cooperationwith BAS-stakeholder association • Offer the technical solution toothersurveys