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Mexico

MWW2024_S_Mexico_de Jesús

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English

UNITED NATIONS ECONOMIC COMMISSION FOR EUROPE

CONFERENCE OF EUROPEAN STATISTICIANS

ModernStats World Workshop

21-22 October 2024, Geneva

Modeling of Business Process Activities and Data: GSBPM, GSIM, and

BPMN

Speaker: José de Jesús Luján-Salazar, National Institute of Statistics and Geography (INEGI, México)

Author(s):

Abstract

In the ongoing efforts to standardize and modernize production methods at INEGI, driven by the adoption of

GSBPM, we have recognized the imperative to enhance the management of activities, data, and metadata. This

necessitates seamless integration with stakeholders and software applications involved in generating statistical

and geographic information.

To address this need, we aim to expand the utility of GSBPM through BPMN-based process modeling. BPMN

offers a visually intuitive and structured approach to represent activity and data flows. Beyond mere graphical

representation, this methodology enables the metadata association with each data object shown, facilitating

comprehensive documentation of its attributes. The result is a coherent depiction of the process through a

diagram and a database of activities and data objects.

Within the realm of process modeling, GSIM serves as a conceptual framework, standardizing the data inputs

and outputs across phases and activities. This fosters a clearer understanding of data requirements for IT teams,

promoting the delivery of technology services tailored to process needs. Furthermore, it establishes a robust

communication conduit between production-focused business units and application and information systems

personnel.

Moreover, process modeling aids in pinpointing areas for improvement, identifying redundancies and

delineating critical process pathways. This groundwork lays the foundation for automating and reusing data,

metadata, applications, and technological components.

Measuring new forms of employment in Labour Force Survey in Mexico, INEGI, Mexico

Languages and translations
English

14 - 16 May / 2024

M E E T I N G O F T H E G R O U P O F E X P E RT S O N Q U A L I T Y O F E M P L O Y M E N T

Measuring New forms of employment

in Labour Force Survey in Mexico

Background: National Survey of Occupation

and Employment (ENOE)

The primary source of information on the Mexican labor market

Provides monthly and quarterly data on the labour force,

Characteristics of employment

Unemployment

Underemployment

Informality

International Recommendations

13th, 14th, 15th, and 17th ICLS

Documents of the Paris Group and the Delhi Group

ILO Manual on the Informal Sector and Informal Employment (2013)

Labour Force Survey (EFL) 2019

Experimental statistics to incorporate the latest ICLS

resolutions (19th, 20th, and progress made on 21st ).

Provides statistical data on:

Forms of work and employment

Labour underutilization

Status in employment by type of authority and type of economic risk

Informal employment

It allows measuring new forms of employment, dependent

contractors, and digital platform work, aligned with international labor

statistic resolutions.

Conceptual and methodological design

It comes from six cognitive tests conducted over more than two years

From April 2017 until the experimental exercise of November 2019.

Aims to Implement the 19th and 20th ICLS resolutions on work,

employment, labour underutilization, and work relationships.

Incorporates emerging topics in labour markets such as employment on

digital platforms, the quality of the work environment, initial and

probationary training contracts, and training programs, among others.

The ILO participated in planning and conducting the first of six cognitive

tests. All were carried out with monitoring and feedback from the ILO.

This process helped strengthen the development of items to measure

labour phenomena discussed at international conferences.

Units of analysis Dwelling, household, the usual

residents, and the selected person.

Target population Population aged 15 and over (work age).

Data collection method Face-to-face interview to direct informant

Pen-and-Paper Personal Interview (PAPI)

Survey period November 4th-29th, 2019.

11,998

dwellings

Sample 10,168

effective

dwellings

The sampling was three-stage,

probability-based, stratified,

and clustered.

Geographical

breakdown:

National.

a) Separate path: one for market-oriented jobs and another for non-market

jobs.

A time-use section at the end of the questionnaire.

b) Questions about the desire and availability for work for both employed and

unemployed individuals, accompanied by control questions.

c) Attention on multiple jobs, considering various forms, such as performing

multiple trades, professions, or a blend of subordinated and independent

work, particularly distinguishing the time dedicated to each activity.

d) Attention to avoid duplications in accounting for hours worked and

overestimating time dedicated to activities without hindering the interview

flow.

Main design issues addressed to incorporate the

19th ICLS:

Design issues to incorporate the 20th ICLS:

a) Question regarding the diversification of service markets and

flexibility in labour relationships, including work through online apps

and platforms.

b) Attention on access to social security and retirement schemes.

c) Four employee categories range from permanent, fixed-term to

short-term and casual employees.

d) Separate paths: independent workers and employees. Emerging a

new status in the employment category: Dependent contractors,

workers set in the grey area between both independent workers

and employees.

Classifications of Employment Status. EFL 2019

Independent workers

Employers

Without employees

• In corporations

• In Enterprise in the household

sector

• In corporations

• In Enterprise in the household

sector

Dependent workers

Dependent Contractors

Contributing family

Workers in market

enterprises

Dependent Contractors

Contributing family workers in market

enterprises

Employees

• Permanent

• For a fixed period

• Short-term and occasional

• Trainees, interns, or paid

interns

EFL conceptualizes and measures two

sub-groups of dependent contractors

Employee analogs are workers who provide their labour to others but have

contractual agreements similar to those of the self-employed.

Independent analogs: workers who own and operate their own business but

do not have complete control or authority over their work. These are classified

into:

Dependent on a single client.

A third entity provides the clients.

Dependent on a single brand or platform.

Data collection operationalization for DC

Questions and sequences to determine the interviewees' time autonomy.

Decisions on work schedules are critical in identifying dependent contractors.

Questions among those who own their time to determine control over access to

the market (direct or indirect if provided by a third entity) and to detect to what

extent they have operational dependency or autonomy.

Questions about access and contributions to social protection coverage. DC typically

only enjoys a portion of the full range of job-dependent protections or benefits generally

afforded to formal employees, including social security.

Questions among those working as dependents, admitting they are supervised,

identifying the type of workplace (whether they are workers called or sent to provide

services to other companies), and how and by what entity they are supervised.

New Forms of Employment (NFE):

Includes digital platform work, gig work, and other emerging

employment types that deviate from traditional employment norms.

ICSE-18 defines status in employment based on work relationships,

considering the individual's self-identified status. Based on this, specific

characteristics, such as economic dependency, forms of remuneration,

contribution to social protection, and decision-making authority within

the enterprise, are considered.

Economic authority (whether independent or dependent) and economic

risk (pay or profit) are crucial factors in determining employment status.

To describe the status of non-formal employment (NFE), one can

assess the permanence and stability of the job, which helps to

determine the level of security and formality of the job.

Digital Platform Workers in EFL 2019

Using an app or a website to carry out activities such

as promotion, customer support, and monitoring,

among others, is considered platform work.

The EFL 2019 identifies digital platform

workers by asking about their use of electronic

means and whether they regularly use an app

or a website to carry out activities such as

promotion, customer support, and monitoring.

Results

Status in employment Total %

Total 58 094 211 100.0

Independent workers 14 138 325 24.3

Employers 1 925 256 3.3

Without employees 12 213 069 21.0

Dependent workers 43 713 655 75.2

Dependent contractors 6 621 145 11.4

Employees 35 655 199 61.4

Contributing family workers 1 437 311 2.5

Unspecified 242 231 0.4

Total employment and distribution by status in employment

Source: INEGI (2023). Labour Force Survey (EFL) 2019

• 62.6% DC are men

(167 males to 100 females) • DC includes 1.07 million IW without

employees working for a single client (16.1%)

33.0 27.3 42.5

67.0 72.7 57.5

0

20

40

60

80

100

Total DC Men Women

Independent analogues Dependent analogues

DC distribution by Subcategory Total and by gender

Source: INEGI (2023). Labour Force Survey (EFL) 2019.

6.6

13.5 12.2

4.9

18.2

0.5

10.3 7.9

3.7

14.1

23.9

16.5

19.4

6.6

21.6

0

5

10

15

20

25

30

Employers Whithout employees Dependent contractors

Employees Contributing family workers in market

enterprises

Total Men Women

Time-related underemployment rate

by status in employment and gender

Source: INEGI (2023). Labour Force Survey (EFL) 2019.

65.7

40.6

99.0

71.1

38.9

99.2

56.7 43.2

98.8

0

20

40

60

80

100

Dependent contractors Employees Contributing family workers in market enterprises

Total Men Women

Informality rate of dependent workers

by status in employment and gender

Source: INEGI (2023). Labour Force Survey (EFL) 2019.

14.9

8.6 12.0

16.3

8.5 8.4 11.0

8.6

18.0

0

5

10

15

20

Employers Whithout employees Dependent contractors

Total Men Women

Platform work rate

by status in employment and gender

Source: INEGI (2023). Labour Force Survey (EFL) 2019.

Total Men Women

3.7 3.3 4.2

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A D R I A N A P É R E Z A M A D O R

Thank you!

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Approach to the quality of employment in dependent contractors in three cities of Mexico, INEGI, Mexico

Languages and translations
English

APPROACH TO THE QUALITY OF EMPLOYMENT IN DEPENDENT CONTRACTORS IN THREE CITIES OF MEXICO

ANA LILIA CAMBRON MUÑOZ Meeting of the Group of Experts on Quality of Employment Geneva, Switzerland, 14-16 May 2024

Content

1

Measuring dependent contractors

Dependent contractors and the use of digital

platforms

Informality in dependent contractors

Quality of employment of

dependent contractors

Final comments

2 3

4 5

Measuring dependent contractors

Dependent contractors analogues to employees

Employees

No

Get wage or salary

Fees, tips, piecework,

daily payment

Social contributions

Employer pays social

contribution

Pay social contributions

Employer withholds tax

Pay taxes

Si

Dependent contractor

No

Si

Employees

• Dependent contractors share characteristics of employees and self-employed workers.

• Configuration of two groups, that of dependent contractors analogues to employees and the analogues to self-employed workers.

Dependent contractors analogues to self-employed Self-employed

A single client No clients More than one client

Client type

Pay a installments to a union, association or intermediary

Intermediary provides vehicle, facilities, loans or credits

Intermediary sets price, routes, sales or suppliers

Intermediary provides application or platform, materials, machinery,

equipment, facilities, vehicle, inputs

Dependent contractor

Self-employed

Clients sent by another EU

A private individual

No

Yes

No

No

Yes

No

Promote products or services

Manufacturing products or services

• Company or business • Institution or association • Intermediary

Yes

Market access

Marketing Policy

Operating policy

Yes

It does not promote, nor manufacturing

Dependent contractors

Source: INEGI. Labor Force Survey, 2023. Preliminary data.

3.9

3.1 3.5

6.1

Total Saltillo Toluca Oaxaca

61.4

48.9

71.4

60.3

38.6

51.1

28.6

39.7

Total Saltillo Toluca Oaxaca

Men Women

36.3 35.7 37.3 35.7

63.7 64.3 62.7 64.3

Total Saltillo Toluca Oaxaca

Analogues self-employed Analogues to employees

Percentage distribution of dependent contractors by city, according to sex

Percentage of dependent contractors by city (Regarding the employed population)

Percentage distribution of dependent contractors by city, according to type

• A total of 47.8 thousand dependent contractors were identified, representing 3.9% of the employed population.

Dependent contractors and the use of digital platforms

Dependent contractors and the use of digital platforms

Source: INEGI. Labor Force Survey, 2023. Preliminary data.

Percentage distribution of dependent contractors who used digital platforms by city, according to sex Percentage distribution of dependent contractors who used digital platforms

by city, according to type

9.0

5.6

11.9

10.3

Total Saltillo Toluca Oaxaca

58.2

37.8

72.8

55.5

41.8

62.2

27.2

44.5

Total Saltillo Toluca Oaxaca

Men Women

71.8 63.0

86.5

61.3

28.2 37.0

13.5

38.7

Total Saltillo Toluca Oaxaca

Analogues to self-employed Analogues to employees

Percentage of dependent contractors who used digital platforms by city (Regarding the employed population using digital platforms)

• Of the employed population that used digital platforms, 9% were dependent contractors

• 37.6% of dependent contractors used digital platforms.

• 71.8% were analogues to self-employed.

Informality in dependent contractors

Informality in dependent contractors

Source: INEGI. Labor Force Survey, 2023. Preliminary data.

27.6 29.4 25.3 28.6

72.4 70.6 74.7 71.4

Total Saltillo Toluca Oaxaca

Analogues to self-employed Analogues to employees

Percentage distribution of dependent contractors by city, according to informality condition

Percentage distribution of informal dependent contractors by city, according to type

8.1

11.2

6.2

8.7

Total Saltillo Toluca Oaxaca

88.0 91.0 83.8

90.1

12.0 9.0 16.2

9.9

Total Saltillo Toluca Oaxaca

Informal Formal

Percentage of informal dependent contractors by city (Regarding the informal employed population)

• Informal dependent contractors accounted for 8.1% of the informal employed population.

• 88% of dependent contractors were in informal employment.

• The analogues to self-employed were formal. • Analogues to employees accounted for nearly three-

quarters of informal dependent contractors.

Informality in dependent contractors and use of digital platforms

Source: INEGI. Labor Force Survey, 2023. Preliminary data.

• 31.6% of dependent contractors used digital platforms.

• 70.8% of analogues to self-employed used them.

• 16.6% of analogues to employees used them.

Percentage distribution of informal dependent contractors who used digital platforms by type

31.6 29.6 28.2 36.6

70.8

54.6

86.4

70.0

16.6 19.1

8.6

23.2

Total Saltillo Toluca Oaxaca

Total Analogues to self-employed Analogues to employees

Quality of employment of dependent contractors

Safety and ethics of employment Total

Percentage of DC who worked in health and safety conditions

Percentage of DC without employment discrimination

Percentage of DC without work- related accidents

Informal Used Not used

97.2 97.2 100.0 96.7

85.1 85.1 82.0100.0

96.1 96.1 93.3 96.5

• The percentage of dependent contractors who did not suffer accidents requiring medical attention is 97.2 percent.

• The percentage of those who worked in safe and hygienic conditions is 85.1 percent.

• Those who did not suffer discrimination comprised 96.1 percent.

Notes: These indicators were calculated regarding dependent contractors analogues to employees. In these indicators, information on formal dependent contractors is not presented because they were analogues to self-employed. Percentages with respect to each population

Source: INEGI. Labor Force Survey, 2023. Preliminary data.

Total

Median monthly Income (Dollars)

Percentage of DC who receive some employment benefit

Average monthly income (Dollars)

Formal Used Not used

428.9 989.0 589.6 336.7

321.2 642.4 240.9535.4

13.4 0.0 18.0 12.5

Informal

358.5

267.7

13.4

Income and benefits from employment

• The average income of formal dependent contractors was almost three times that of informal dependent contractors.

• The median income of formal workers was slightly more than double that of informal workers.

• Those who used digital platforms have an average and median of almost double in the first case and twice the median income.

Note: Percentages with respect to each population. Source: INEGI. Labor Force Survey, 2023. Preliminary data.

Total

Percentage of DC who worked more than 48 hours per week

Percentage of DC who worked less than 35 hours per week

Average work hours per week

Formal Used Not used

34.2 37.1 31.2 36.0

28.3 18.4 31.722.5

46.5 34.3 54.1 42.0

Informal

44.0

29.7

48.2

Percentage of DC who worked from home

Percentage of DC with more than one job

8.6 23.1 9.9 7.8

12.9 25.1 1.931.6

6.6

11.1

Working time and work-life balance

Notes: The percentage of dependent contractors with more than one job only takes into account the jobs in the occupation. Percentages with respect to each population.

Source: INEGI. Labor Force Survey, 2023. Preliminary data.

• The average number of hours worked per week is lower in informal workers and in those who used digital platforms.

Total

Percentage of DC with more than one year of seniority

Percentage of DC with social security

Percentage of DC who will stay in their job next year

Formal Used Not used

77.5 100.0 91.9 69.0

62.2 85.0 55.573.8

0.9 7.8 0.9 1.0

Informal

73.6

58.5

0.0

Security of employment and social proteccion

• 77.5% of dependent contractors would remain on the job for the next year.

• 62.2% of dependent contractors had been on the job for more than one year.

• Access to social security for dependent contractors is practically non-existent.

Note: Percentages with respect to each population. Source: INEGI. Labor Force Survey, 2023. Preliminary data.

Total

Percentage of DC who have acquired knowledge and skills

Percentage of DC who have been trained

Informal Used Not used

37.8 37.8 51.8 35.1

81.9 81.9 78.3100.0

Skills development and training

• 37.8% of dependent contractors analogues to employees received training for part of their work, all informal, and 51.8% used digital platforms.

• 81.9% acquired knowledge and skills on the job, all were informal, and those who used digital platforms all acquired knowledge and skills.

Notes: These indicators were calculated regarding dependent contractors analogues to employees. In these indicators, information on formal dependent contractors is not presented because they were analogues to self-employed. Percentages with respect to each population

Source: INEGI. Labor Force Survey, 2023. Preliminary data.

Total

Percentage of DC whose opinion is taken into account

Percentage of DC who have things to learn

Informal Used Not used

81.4 81.4 72.1 83.3

95.3 95.3 94.4100.0

Employment-related relationships and work motivation

• 81.4% of dependent contractors analogues to employees had things left to learn in their work, all were informal and of those who used digital platforms were 72.1%.

• 95.3 percent of the cases in which their opinion was taken into account were all informal and of those who used digital platforms were 100 percent.

Notes: These indicators were calculated regarding dependent contractors analogues to employees. In these indicators, information on formal dependent contractors is not presented because they were analogues to self-employed. Percentages with respect to each population

Source: INEGI. Labor Force Survey, 2023. Preliminary data.

Final comments

Final comments • The Labor Force Survey carried out in 2023 in the cities of Saltillo, Toluca, and

Oaxaca offers information for the sociodemographic and labor characterization of dependent contractors.

• The results are a first approximation to the relationship of dependent contractors, labor informality, the use of digital platforms and the quality of employment.

• The analysis made it possible to identify lines of work to develop new indicators of job quality and consolidate the measurement of others.

• It highlights the importance of having job quality indicators referring to the employed and other segments of the labor force, in order to expand knowledge of the labor situation of the labor force as inputs for the design of public policies.

THANK YOU FOR YOUR

ATTENTION¡

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Measuring new forms of employment in Labour Force Survey in Mexico, INEGI, Mexico

This document aims to summarize the conceptual and methodological design and results of measuring dependent contractors (DC) and digital platform work through the Labour Force Survey (EFL by its acronym in Spanish) 2019, an experimental statistic carried out by Mexico’s NSO, INEGI, to implement the conceptual framework aligned with the resolutions adopted by the 19th and 20th International Conference of Labour Statisticians (ICLS).

Languages and translations
English

1

Measuring New forms of employment in Labour Force Survey in Mexico

Adriana Pérez Amador National Institute of Statistics and Geography (INEGI), Mexico Meeting of the Group of Experts on Quality of Employment, 14-16 May 2024

Abstract

This document aims to summarize the conceptual and methodological design and results of measuring dependent contractors (DC) and digital platform work through the Labour Force Survey (EFL by its acronym in Spanish) 2019, an experimental statistic carried out by Mexico’s NSO, INEGI, to implement the conceptual framework aligned with the resolutions adopted by the 19th and 20th International Conference of Labour Statisticians (ICLS). EFL made it possible to measure new forms of employment based on the International Classification of Status in Employment (ICSE-18) and work related to the use of digital platforms.

The EFL 2019 was meticulously designed based on six previous cognitive tests, which provided the statistical test questionnaire's wording, structure, and thematic sequence. The units subject to analysis are the dwelling, household, the usual residents, and the selected person. The target population is individuals aged 15 and over. The collection method was a direct interview (face-to-face) with a paper questionnaire. The survey period was from November 4 through 29, 2019, and included a sample of 11,998 dwellings.

The EFL considers DC nominally self-employed workers (not employees) who are operators of a third entity. This firm or company determines the entire market policy, for example, the final price of the product or service. Measuring this category makes it possible to make visible forms of work that combine dependent and independent work features. This has implications for access to contingency protection and retirement and pension schemes. On the other hand, platform workers in the EFL were identified as workers in any status in employment who responded if they usually use an app or website to promote or sell products or services, to respond to requests for services, to provide monitoring to the service given to the client, and others.

This contributes to understanding the quality of employment concerning the occupation diversity regarding safety versus economic risk, operational autonomy versus lack thereof, and stability versus flexibility in employment relationships. In addition, the new insertion modalities through digital platforms give rise to the whole range of on-demand and gig economy works.

Introduction

In Mexico, the National Survey of Occupation and Employment (ENOE, by its Spanish acronym) is the primary survey of the Mexican labour market. ENOE provides data on the workforce, informal labour, underemployment, unemployment, and the availability of the working-age population. Its conceptual design follows the international recommendations from the 13th, 14th, 15th, and 17th ICLS and documents from the Delhi Group and the ILO Manual of 2013 on the Informal Sector and Informal Employment to Measuring Informality.1 Significant changes occurred in labour force statistics from the standards adopted at the 13th ICLS in 1982 until those adopted three decades later at the 19th. Then came the 20th and 21st ICLS in 2018 and 2023.

The Labour Force Survey (EFL) 2019 was an experimental exercise that included a revised and updated workforce framework. It incorporated the latest international recommendations, which allowed for the collection of statistical data on work, occupation, underutilization of the workforce, and the situation in employment by type of authority. This information made it possible to identify dependent contractors (DC). It

1 https://www.inegi.org.mx/programas/enoe/15ymas/

2

also addressed topics related to the workplace, employment on digital platforms, the quality of the work environment, initial and probationary training contracts, and training programs, among others.

EFL provides the following key findings regarding status in employment: 24.34% are independent workers, equivalent to 14.1 million. The remaining 75.25% are dependent workers, equivalent to 43.7 million persons. 6.6 million are DCs, representing 11.4% of total employment and 15.15% of dependent workers. 62.6% of DCs are men and 37.4% are women. 3.7% of employment use an app or a website to carry out activities such as promotion, customer support, and monitoring; among women, the share is 4.2% and 3.3% among men.

Concepts and definitions

New Forms of Employment (NFE):

The UNECE Working Paper Series on Statistics on New Forms of Employment examines new or newly prevalent employment forms, their statistical measurement, and their implications for official statistics (UNECE, 2021). NFE includes digital platform work, gig work, and other emerging employment types that deviate from traditional employment norms. The 2018 International Classification of Status in Employment (ICSE-18) is relevant to understanding the changing landscape of employment and the complexities of work relationships and modalities in today's digital and global economy. ICSE-18 defines employment based on work relationships and modalities, considering how work is coordinated, performed, and compensated. Economic risk and authority are key elements of employment status. To characterize NFE, the permanence and stability of employment are vital for understanding the security and reliability of different forms of work. Different employment forms are related to social protection systems and the quality of employment, impacting worker well-being. These concepts aim to provide a deeper understanding of how employment is evolving and to support the statistical tracking of these changes to inform policy and economic decision-making.

Conceptual and methodological design of the EFL 2019

The conceptual design of the EFL 2019 was the result of experience and information gathered from six cognitive tests conducted over more than two years to adopt the resolutions from the 19th and 20th International Conference of Labour Statisticians (ICLS) on Labour Statistics and labour relations, and the incorporation of emerging topics in labour markets such as employment on digital platforms, the quality of the work environment, initial and probationary training contracts, training programs, among others. The EFL conceptual designing process began in April 2017. Unlike a conventional pilot test, these focused on qualitative content analysis using theoretical non-probability sampling. The ILO participated in planning and conducting the first of six cognitive tests. All were carried out with monitoring and feedback from the ILO. This process helped strengthen the development of items to measure labour phenomena discussed at international conferences. The model's design was meticulously documented, culminating in November 2019 with the EFL, an experimental exercise to evaluate the impact on crucial labour indicators of the conceptual update and the switch from indirect to direct informant. The main methodological characteristics are the following: the units of analysis were the dwelling, household, the usual residents, and the selected person; the target population was the population aged 15 and over; the data collection method was a direct interview conducted face-to-face through a paper questionnaire. The survey period was from November 4 through 29, 2019, and included a sample of 11,998 dwellings, with 10,168 effective dwellings with complete interviews, representing 84.7% of the total. The sampling was three-stage, probability-based, stratified, and clustered. The geographic breakdown is national.

Significant changes were implemented in the design to incorporate the contents of the 19 ICLS, including:

a) Separated paths for market and non-market jobs and a time-use section at the end of the questionnaire.,

3

b) Following the perspective of the 19th ICLS, questions about the desire and availability for work were included for both employed and unemployed individuals, accompanied by control questions.

c) Focus on multiple job holding, considering various modes such as performing multiple trades, professions, or jobs and independent work, with special attention to distinguishing the time dedicated to each activity.

d) Implement detection strategies to avoid duplications in accounting for hours worked and overestimating time dedicated to activities without hindering the interview flow2.

Significant changes were also incorporated regarding labour relations and labour market integration in the context of the 20th ICLS. The diversification of service markets and the flexibility in labour relations were recognized, which includes work modalities through online apps and platforms (gig economy). The consequences of access to protection and retirement schemes were highlighted. Four categories of salaried workers were identified, ranging from continuous labour relations to on-demand workers. Additionally, the DC category emerged, combining independent and dependent work features.

Figure 1. Classifications of Employment Status. EFL 2019

DC the EFL 2019

This category refers to independent workers (who are not salaried employees) but operate under a third entity. The firm, company, or corporation determines all market policies, starting from the final price of the goods or services. Sometimes, it also provides access to customers through its applications; other times, it is the dependent contractor who must seek out customers but does not set the sales and customer service policy as would commission agents. It is common for the third entity (firm or company) to provide critical resources for

2 Labour force questionnaire of EFL is available in: https://inegi.org.mx/contenidos/investigacion/efl/2019/doc/efl_2019_cuest_fuerza.pdf

Independent workers

Employers

Without employees

- In corporations - In Enterprise in the

household sector

- In corporations - In Enterprise in the

household sector

Dependent workers

Dependent Contractors

Contributing family workers in market

enterprises

Dependent Contractors

Contributing family workers in market enterprises

Employees

- Permanent - For a fixed period - Short-term and occasional - Trainees, interns, or paid

interns

4

an operation that might range from supplies not to be acquired from anyone else to technological platforms and some types of equipment. The DC's productivity directly impacts the third entity's productivity and profitability. It is not the case when the third entity rents resources for someone else to produce. In such cases, the third entity's concern is not the worker's performance or productivity, only receiving the rent and right on time. Thus, the EFL conceptualized and measured DC based on two subsets:

1. Employee analogues: workers who provide their labour to others but have contractual agreements akin to those of the self-employed.

2. Independent analogues: workers who have committed significant financial or material assets to a company not constituted as a partnership that they own and operate but over which they do not have complete control or authority over their work or the activities of the company. These are classified into:

a. Dependency on a single client. Dependent contractors may rely on a single client or company for most of their income, significantly limiting their ability to operate independently in the market.

b. Clients provided by a third entity. Sometimes, a platform or third party provides the clients with controlling interactions and transactions, restricting the contractor’s ability to engage with the market freely.

c. Dependency on a single brand or platform. Contractors may be tied to a specific brand or platform, which dictates the terms of engagement and often the pricing, further restricting their market access.

Figure 2. Dependent Contractors. EFL 2019

Operationalization of DC

The introduction of greater complexity in the range of possible labour relations required significant design resources to prevent people from simply self-classifying as independent (on their own) or dependent, as this could lead to many misconceptions on the part of those interviewed, partly because many like to see themselves that way or because they adopt the idea that they are partners or entrepreneurs. Therefore, the questionnaire had to introduce questions and sequences to determine how much autonomy of time the interviewees have, i.e., whether they set their working schedules. Control over work schedules is a critical condition in identifying dependent contractors. DC typically do not have complete autonomy over their work schedules, a significant factor distinguishing them from independent contractors. Independent contractors usually have the freedom to set their hours and control the manner and timing of their work. In contrast, dependent contractors may have their schedules set by the entity they work for, reflecting dependency and lack of control over their working conditions.

Dependent Contractors

Dependent analogues

Independent analogues

A single customer

Third-party customers

A single brand

5

Further questions were introduced among those who own their time to determine whether their market access is direct or indirect (if provided by a third entity) and to detect to what extent they have operational autonomy. DC typically do not have direct or autonomous access to the market; instead, their market access is mediated or controlled by another entity, such as a company or platform. This control or mediation can significantly limit their independence, making them dependent on the entity for their economic activities. For dependent contractors, market access is often restricted in the following ways: Single Client Dependency, Clients Provided by a Third Entity, or Brand or Platform Dependency (figure 2). These conditions typically limit the economic independence of contractors, aligning them more closely with dependent employment despite nominally being self-employed.

More precise questions about access to social security and their contributions were also introduced. DC typically only enjoys a portion of the full range of employment protections or benefits generally afforded to standard employees, including social security. Their classification as self-employees can affect their economic security and working conditions. The lack of employer-provided social security often highlights their precarious position between employees and independent contractors, as they might not have sufficient autonomy or control over their work to qualify as fully independent. Yet, they also lack the benefits and protections typically associated with employment. While access to social security is not the sole condition for classifying someone as a dependent contractor, it is a crucial aspect of their employment status that impacts their classification and the associated legal and social protections.

For those working as dependents or admitting they are supervised, questions were introduced to identify whether they are workers called or sent to provide services to other companies and how and by what entity they are supervised. Being called or sent to provide services to other companies under the supervision of an external entity highlights a form of economic dependence that characterizes DC. This setup typically involves workers who may appear independent but are substantially controlled by another company that directs their work, schedules, and how the services are delivered. This relationship differentiates dependent contractors from fully independent contractors who manage their clients, work methods, and business operations without external oversight. Finally, questions about whether they participate or not in employment promotion programs and more details about the nature of their contracts were also introduced.

Questions used to identify a DC.

The first step is to address a question of authority played by a boss or superior. Sometimes, interviewees hesitate to answer whether they have a boss or superior. In those cases, and when the person does not recognize to have a superior, the following direct question is whether the person works or operates on his own or runs an independent business. If the person works independently, knowing if they decide on their working schedule without any warning is the key to following the path of an independent worker (Section I in the EFL questionnaire) as if the worker is running an independent business.

On the other hand, workers who recognize a boss or a superior who demands compliance with a daily schedule or decides on their working days are the key to following the path of a dependent worker (Section J in the EFL questionnaire).

6

The next step for a dependent worker concerns the form of payment. Attention is focused on those without a regular salary. A DC is employed for benefits but often does not have the authority to negotiate terms that are favorable to them, reflecting a power imbalance in the contractual relationship.

Finally, it is essential to know if the job makes the person a contributor to the social security/social protection system. Despite their economic dependency on one entity in DC, their lack of formal employment status can lead to gaps in social security coverage. DCs could be engaged under contractual terms that do not necessarily include employer contributions to social security because they are classified outside the traditional employment framework.

Regarding worker registration in the security system, the next question is whether the respondent or the employer’s economic unit contributes directly. In many cases, DCs are responsible for making social security contributions, as they are considered self-employed or independent for legal and tax purposes.

7

.

Identifying a Dependent Contractor operating an unincorporated enterprise

The self-employed track (Section I) is for respondents who indicate they don’t have a boss or superior, are running an independent business, operate on their own, and have control over their work schedules. This control is a critical element of authority they have.

This track has two-step approaches to determining the type of dependence. Conceptually, the first step aims to identify market access dependency; the second looks for economic or operational dependency signals. As mentioned above, the former step is a sufficient condition to identify a DC; the second is a complement and a sufficient one. Market access dependency encompasses three alternative possibilities:

1) Single client dependency. 2) Clients provided by a third entity. 3) Single brand or platform dependency.

Single-client dependency is a strong indicator that a worker is a dependent contractor and can be addressed straightforwardly. Alternatively, there is the case of a business manufacturing for another company, which entails dependency on a chain supplier.

8

Clients provided by a third entity: An example occurs when an app or a platform owned by a third entity provides clients.

Single brand dependency: In these cases, the worker could work for more than one client or look for clients in the name of a third entity. Insurance brokers are an example, promoters of a catalog of products building up a net of subscribers; a franchise operator could be another example if the dependent contractor does not engage paid employees regularly.

9

A specific sub-case in developing countries occurs when a person responds as self-employed but operates a guild or even a non-institutional entity. In Mexico, guilds often control a zone in an urban area and demand payments in exchange for no competition. This is true among shoe shiners, musicians, and even “unionized” taxi-cab drivers.

Economic and/or Operational Dependency In the current algorithm in EFL, dependency status can be confirmed from the set of economic conditions that entail either economic or operational dependency.

Conceptualization of Digital Platform Workers in EFL 2019

Digital platform workers, or workers in platform economies, typically provide services in exchange for compensation through a digital platform. In other words, using an app or a website to carry out activities such as promotion, customer support, and monitoring, among others, is considered platform work. Among the complexity and various components of digital platform employment highlight the use of digital means to mediate between service providers and clients and to organize and facilitate the execution of tasks, where digital platforms play a significant role in the work process, controlling and coordinating tasks and duties.

10

Operationalization of Digital Platform Workers in EFL 2019

The EFL 2019 identifies digital platform workers by inquiring about using electronic means and whether they regularly use an app or a website to carry out activities such as promotion, customer support, and monitoring, among others.

Identifying platform work

Results

The share of the population in employment according to status in employment shows that 24.3% are independent workers, equivalent to 14.1 million. The remaining 75.2% are dependent workers, equivalent to 43.7 million. Within this latter group are 6.6 million dependent contractors, representing 11.4% of total employment (15.15% of dependent workers). Among 6.6 million DC, 4.1 million are men and 2.4 are women, representing 62.6% and 37.4%, respectively.

11

Table 1. Total employment and distribution by status in employment

Status in employment Total %

Total 58 094 211 100.0

Independent workers 14 138 325 24.3

Employers 1 925 256 3.3

Without employees 12 213 069 21.0

0.0

Dependent workers 43 713 655 75.2

Dependent contractors 6 621 145 11.4

Employees 35 655 199 61.4

Contributing family workers 1 437 311 2.5

0.0

Not specify 242 231 0.4

Source: INEGI (2023). Labour Force Survey (EFL) 2019

As mentioned above, the group of dependent contractors consists of two subcategories: independent analogs and dependent analogs. Most of DC are dependent analogs (67.02%). Among men, dependent analogs are 72.7%, and among women, the share is 57.4%. (Almost half of DC are men identified as dependent analogs, 45.5%).

Figure 3. Subcategory of dependent contractor by sex (%)

Source: INEGI (2023). Labour Force Survey (EFL) 2019

DC in underutilization condition

32.98 27.28 42.51

67.02 72.72 57.49

0

20

40

60

80

100

Total Men Women

Independent analogues Dependent analogues

12

Time-related underemployment exists when the total hours of work of an employed person is less than 35 hours a week; this is a threshold defined for Mexico. When analyzing this condition, time-related underemployment among dependent contractors and comparing it with the other four employment statuses. Among DC, the share of time-related underemployment is 12.2%, more similar among independent workers without employees (13.55) than among employers (6.6%) and employees (4.9%). Among women in DC status, the share of time- related underemployment is more significant than among men in DC status, reaching 19.4%, while this condition is 7.9 percent among men.

Figure 4. Share of time-related underemployment by status in employment and sex.

Source: INEGI (2023). Labour Force Survey (EFL) 2019

Lack of access to social protection systems given by the enterprise.

According to the 21st ICLS Resolution I, dependent contractors who own and operate a formal enterprise or are registered for tax are workers in the formal sector. At the same time, informal employment comprises activities carried out in relation to informal jobs held by dependent contractors who do not have a formal status in relation to the legal administrative framework or whose activities are not effectively covered by formal arrangements.

Among DC, 65.7% are not covered by any social protection system (or this contribution is paid directly by the workers themselves); by sex, 71.1% of men in DC status and 56.7% of women in DC status are in this condition. The prevalence of lack of protection is greater than among employees.

6.6

13.5 12.2

4.9

18.2

0.5

10.3 7.9

3.7

14.1

23.9

16.5

19.4

6.6

21.6

0

5

10

15

20

25

30

Employers Whithout employees Dependent contractors Employees Contributing family workers in market

enterprises

Total Men Women

13

Figure 5. Share of employment without contribution to social protection pay by the enterprise, by status in employment and sex.

Source: INEGI (2023). Labour Force Survey (EFL) 2019

Platform work

12.0% of the dependent contractors are related to platform work. Women in DC status have the highest share in this condition, 18.0%, while among men in DC status, the share of platform work is 8.4%.

Figure 6. Share of employment in platform work by status in employment and sex

Source: INEGI (2023). Labour Force Survey (EFL) 2019

65.7

40.6

99.0

71.1

38.9

99.2

56.7

43.2

98.8

0

20

40

60

80

100

Dependent contractors Employees Contributing family workers in market enterprises

Total Men Women

14.9

8.6

12.0

16.3

8.5 8.4

11.0

8.6

18.0

0

5

10

15

20

Employers Whithout employees Dependent contractors

Total Men Women

14

Platform work accounts for 3.66% of total employment, equivalent to 2.1 million people. By gender, 3.26% of men in employment are related to platform work, and 4.20% of women in employment work in the platform economy.

Figure 7. Distribution of employment by status of platform work by sex

Source: INEGI (2023). Labour Force Survey (EFL) 2019

Final remarks

The design of the EFL 2019 was based on recent international recommendations and addressed innovative topics regarding labour market transformations. This has allowed Mexico to have an updated model to characterize its labour market reality better, meeting uncovered information needs and fulfilling demands for international indicators from the ILO and OECD.

Dependent contractors constitute 15.15% of the total dependent workers, representing 6.6 million people and 11.4% of total employment. Most are analogous to dependents (67.02%). Among DCs, the share of time-related underemployment is 12.2%. Among women in DC status, the share of time-related underemployment is greater than among men in DC status, reaching 19.4%, while this condition is 7.9% among men. 3.66% of total employment is related to platform work, equivalent to 2.1 million people, and 12.0% of the dependent contractors work in this situation.

References

Instituto Nacional de Estadística y Geografía (INEGI). (2023). Encuesta de Fuerza Laboral (EFL) Ejercicio Experimental 2019: Características y principales resultados. [PowerPoint slides]. INEGI.

Instituto Nacional de Estadística y Geografía (INEGI). (2023). Informe de resultados de la Encuesta de Fuerza Laboral (EFL) 2019. INEGI

International Labour Organization. (2023). Digital platform work and employment. Room document 12 for the 21st International Conference of Labour Statisticians, Geneva, 11-20 October 2023.

96.34 96.74 95.80

3.66 3.26 4.20

0

25

50

75

100

Total Hombre Mujer

No están en economías de plataformas Sí están en economías de plataformas

15

International Labour Organization. (2018). Resolution concerning statistics on work relationships. 20th International Conference of Labour Statisticians. Geneva, 10-19 October 2018.

International Labour Organization. (2023). Resolution I concerning statistics on the informal economy. 21st International Conference of Labour Statisticians. Geneva, 11-20 October 2023.

International Labour Organization. (2023). Resolution II concerning the amendment of the 19th ICLS resolution on statistics of work, employment, and labour underutilization. 21st International Conference of Labour Statisticians. Geneva, 11-20 October 2023.

OECD/ILO/European Union. (2023). Handbook on Measuring Digital Platform Employment and Work. OECD Publishing. https://doi.org/10.1787/0ddcac3b-en

United Nations Economic Commission for Europe. (2022). Handbook on forms of employment. United Nations.

United Nations Economic Commission for Europe (UNECE). (2021). New forms of employment and quality of employment: implications for official statistics (Working Paper Series on Statistics, Issue 8). UNECE.

United Nations Economic Commission for Europe (UNECE). (2019). Handbook on Measuring Quality of Employment – A Statistical Framework: Addendum 1. UNECE.

Approach to the quality of employment in dependent contractors in three cities of Mexico, INEGI, Mexico

This paper offers an approach to the quality of employment in dependent contractors in three cities in Mexico, as well as its relationship with labor informality and employment linked to digital platform, based on the 2023 Labor Force Survey (LFS).

Languages and translations
English

UNITED NATIONS ECONOMIC COMMISSION FOR EUROPE

GROUP OF EXPERTS ON QUALITY OF EMPLOYMENT

MEETING MAY 2024

APPROACH TO THE QUALITY OF EMPLOYMENT IN DEPENDENT CONTRACTORS IN THREE CITIES OF MEXICO

INEGI MEXICO

Ana Lilia Cambrón Muñoz*

* The paper was prepared with the collaboration of Georgina García Vilchis, Sandra Rosalía Ruiz de

los Santos and Juan Trejo Magos, who also work at INEGI México.

Content Presentation ...................................................................................................................... 3

1. Labor Force Survey (LFS) 2023 ................................................................................. 3

2. Definition and measurement of dependent contractors .............................................. 4

3. Relationship of dependent contractors in the use of digital platforms ......................... 7

4. Informality in dependent contractors........................................................................... 9

5. Quality in the employment of dependent contractors ................................................ 11

5.1 Safety and ethics of employment ............................................................................ 11

5.2 Income and benefits from employment. .................................................................. 12

5.3 Working time and work-life balance ........................................................................ 13

5.4 Security of employment and social protection ......................................................... 14

5.5 Social dialogue ....................................................................................................... 14

5.6 Skills development and training .............................................................................. 14

5.7 Employment-related relationships and work motivation .......................................... 15

6. Final comments ........................................................................................................ 16

Bibliography ..................................................................................................................... 18

Presentation This paper offers an approach to the quality of employment in dependent contractors in three cities in Mexico, as well as its relationship with labor informality and employment linked to digital platform, based on the 2023 Labor Force Survey (LFS). The first section describes the general aspects of the reference source; the second presents the definition of dependent contractors, their measurement and results; the third section addresses employment linked to digital platforms and its relationship with dependent contractors; the fourth section deals with dependent contractors and informality; while the fifth section offers a global vision of dependent contractors, labor informality, the use of digital platform and quality of employment and finally some conclusions are stated.

1. Labor Force Survey (LFS) 2023 The Labor Force Survey (LFS) 2023 is the second experimental exercise whose purpose was to have statistics on the labor force updated to the latest international recommendations emanating from International Conferences of Labour Statisticians (ICLS). The central objective of this second exercise was to test the design of the survey on a mobile device using the institutional technological infrastructure and take advantage of the experience of the first exercise carried out in 2019 in which the design of the workforce questionnaire was tested with a direct informant. It is worth mentioning that these exercises do not replace the National Occupation and Employment Survey, which is the main source of information on the labor force in Mexico. The design of the LFS 2023, in addition to updating the conceptual framework of the workforce to the 19th ICLS, incorporates in its design the identification of dependent contractors raised in the resolution on work relationships of the 20th ICLS and fundamental aspects to measure labor informality associated with said dependent contractors, as well as its link with the use of digital platforms based on the Handbook on Measuring Digital Platform Employment and Work (Organisation for Economic Co-operation and Development [OECD], International Labor Organization [ILO], Eurostat, 2023); and quality in employment, taking as reference the Handbook on Measuring Quality of Employment (United Nations Economic Commission for Europe [UNECE], 2015). The LFS 2023 was carried out during the first quarter of 2023 in a sample of 6 thousand homes in the cities of Saltillo, Coahuila, in the north of the country; in Toluca, state of Mexico, in the center; and in Oaxaca, Oaxaca, in the south; applied on a mobile device and in each selected dwelling a person aged 15 or older was interviewed directly. The sampling design used was probabilistic, stratified and by clusters, in the first stage the primary sampling units were selected, in the second the dwelling and in the third stage a person aged 15 or over, using a random selection incorporated into the mobile device system.

2. Definition and measurement of dependent contractors Resolution I of the 20th ICLS defines dependent contractors as workers who have contractual arrangements of a commercial nature (but not a contract of employment) to provide goods or services for or through another economic unit. They are not employees of that economic unit, but are dependent on that unit for organization and execution of the work, income, or for access to the market. They are workers employed for profit, who are dependent on another entity that exercises control over their productive activities and directly benefits from the work performed by them.

a. Their dependency may be of an operational nature, through organization of the work and/or of an economic nature such as through control over access to the market, the price for the goods produced or services provided, or access to raw materials or capital items.

b. The economic units on which they depend may be market or non-market units and include corporations, governments and non-profit institutions which benefit from a share in the proceeds of sales of goods or services produced by the dependent contractor, and/or benefit when the work performed by dependent contractors may otherwise be performed by its employees.

Dependent contractors, as also establishes the resolution, are employed for profits and their payment is the result of a commercial transaction and not a salary or wage. In addition, they are responsible for paying their social insurance and other social contribution; and have any of the following characteristics:

a. their work is organized or supervised by another economic unit as a client, or as an entity that mediates access to clients

b. the price paid for the goods produced or services provided is determined by the client or an intermediary

c. access to raw materials, equipment or capital items is controlled by the client or an intermediary

d. their actual working arrangements or conditions closely resemble those of employees

Dependent contractors share characteristics of employees and self-employed workers, so their identification requires detailed investigation of the dependence of a productive unit on its form of operation and connection with the market. Based on the above, two groups are configured, that of dependent contractors analogous to employees and that of those analogous to self-employed workers. Dependent contractors analogous to employees include those who, going through a history of employed workers, recognize the existence of a boss or superior but their form of remuneration is different from a salary or wage that characterizes the employees, that is, their income is in form of fees, tips, commission, piece-rate payment or daily wage as that of a self-employed worker, excluding those workers in which the employer pays their social security or withhold income tax, which are elements that define employees, the universe being limited to workers who directly pay their social security contributions or taxes for their economic activity; or, they do not comply with any legal obligation derived from it.

Dependent contractors analogous to employees:

As for dependent contractors analogous to self-employed workers, the identification strategy, once they enter a self-employed trajectory, is a two-stage approach. The first stage focuses on establishing dependence on clients or some intermediary company for access to the market for goods and services. The second stage explores whether the third entity determines the marketing policy (sets prices, sales and/or routes) or exercises control over the process (decides or provides suppliers, applications or platforms, raw materials, inputs, machinery and equipment, facilities, credits and/or vehicles). The marketing policy is the first criterion to identify dependent contractors, followed by process control and finally the dependence on a union or intermediary to carry out the activity. Next, the strategy for identifying dependent contractors analogous to self-employed workers is described, starting with the form of market access as the first stage and then presenting the role of the intermediary economic unit in the economic control of the process:

a) Market access through a client When market access is through a single client, the type of client is identified. If the client is a company, business, institution, association or intermediary; the first thing that is investigated is the marketing policy; and is classified as a dependent contractor when the client establishes the price of the product or service, the minimum amount of sales or operations, the place, routes, areas or suppliers with which to work; otherwise, the client's process control investigation proceeds. If the client is an individual, the investigation focuses directly on the control of the process, first investigating whether to carry out its economic activity, it pays any rate or installments to a union or group or agent, and identifying in which

cases there is an operational dependence on said intermediary by providing vehicle, facilities, supplies, loans or credits to operate.

b) Access to the market with more than one client When access to the market is with more than one client, it is first identified if a company or intermediary sends the majority of these, to subsequently determine if the intermediary entity establishes any marketing policy or exercises any control in the operation of the business or activity. When the employed person meets any of these criteria, they are classified as a dependent contractor.

c) Access to the market through a third entity promoting or manufacturing its products In self-employed workers who promote or manufacture products or services from a single company or enterprise, it is said that there is a brand dependency, because they seek clients on behalf of a third unit and when said entity sets the marketing policy or exercises control over the resources that affect the process, it is said to be a dependent contractor. The possibilities raised to identify dependent contractors analogous to self-employed workers in the LFS are summarized when access to the market:

a. It is determined by an individual and in order to operate, a fee is paid to a union, agent or individual who provides a vehicle, facilities, supplies or credits.

b. It is through a company or intermediary, which sets the marketing and/or operation policies.

c. It is with a company or intermediary that provides the majority of clients and said entity determines the marketing and/or operation policies.

d. It is linked to the brand or product of a company or intermediary that determines the marketing and/or operation policies.

Dependent contractors analogous to self-employed workers

Self-employed

Business or company

intermediary

A single client No clients More than one clients

Client type

Pay a installments to a union,

association or intermediary

Intermediary provides vehicle,

facilities, loans or credits

Intermediary sets price, routes, sales

or suppliers

Intermediary provides application or

platform, materials, machinery,

equipment, facilities, vehicle, inputs

Dependent contractor

Self-employed

Client sent by another EU

A private individual

No

Yes

No

No

Yes

No

Promote products or

services

Manufacturing

products or services

• Company or business

• Institution or association

• Intermediary

Yes

Market access

Marketing policy

Operating policy

Yes

It doesn't promote,

nor manufacturing

In the LFS 2023, 147.8 thousand dependent contractors were identified 2, a figure equivalent to 3.9 % of the employed population in the cities of Saltillo, Toluca and Oaxaca; being 61.4 % men and 38.6 % women. Likewise, 36.3 % were analogous self-employed workers and 63.7 % analogous to employees. In the composition by sex, dependent contractors in Saltillo were 48.9 % men and 51.1 % women; while in Oaxaca and Toluca the percentages of men, with 60.3 % and 71.4 %, respectively, were higher than that of women. Regarding the division according to the city of origin, it was similar, with around 4 out of every ten being self-employed and six out of ten being employees. Employed population and dependent contractors by city, Table 1 by sex and type of dependent contractor

Cities Employed population

Dependent contractors

Total

Sex Type

Men Women Analogous self-

employed Analogues to

employees

Total 1,215,306 47,817 29,375 18,442 17,368 30,449

3.9 % 61.4 % 38.6 % 36.3 % 63.7 %

Saltillo 418,061 12,954 6,331 6,623 4,628 8,326

3.1 % 48.9 % 51.1 % 35.7 % 64.3 %

Toluca 521,936 18,100 12,930 5,170 6,759 11,341

3.5 % 71.4 % 28.6 % 37.3 % 62.7 %

Oaxaca 275,309 16,763 10,114 6,649 5,981 10,782

6.1 % 60.3 % 39.7 % 35.7 % 64.3 %

Source: INEGI. Labor Force Survey, 2023. Preliminary data.

3. Relationship of dependent contractors in the use of digital platforms

The resolution on statistics on labor relations of the 20th ICLS raises the need to collect additional information to complement and characterize the categories of labor relations through the so-called transversal variables, with the aim of covering different types of work. such as employment on digital platforms, for which the UNECE Handbook on Measuring Digital Platform Employment and Work provides guidance. Employment on digital platforms is that carried out through an online tool or an application that relates the supply and demand of employment. Digital platforms are digital interfaces that generate economic and/or social value, which serve as direct or indirect intermediaries between three agents (the owner of the platform, the service provider and the end user of the goods and services produced); who provide services and tools that remain with the owner economic unit, thus exercising certain control over the productive activities carried out by the provider and monitoring the work process on the digital platform (OECD, ILO, Eurostat, 2023).

1 The results presented in this paper are preliminary, because the survey is currently in the processing phase, that is, in the

stage of preparing the data collected for analysis, through transformation processes such as classification, coding, review, validation, among other processes that guarantee the quality of the information to be published.

2 The results presented throughout this paper refer to the main work.

The measurement of employment on digital platforms based on the LFS 2023 is based on the use of tools associated with the digital management of information in the performance of work, such as the desktop computer, laptop or notebook , iPad or tablet and/or cell phone; to subsequently determine if the use of any of these tools depends on access to an application (App), a technological platform or a website to provide or sell products or services, respond to requests for products or services, track products or services requested by the client or another work process. The results regarding the digital platforms shown in table 2 indicate that, of the total number of employed people, 16.4 % used them to promote or sell products or services, respond to service requests or follow up on the service provided to the client, while among dependent contractors, the percentage of those who used digital platforms was 37.6 percent. By city, Saltillo reported the lowest percentage of dependent contractors linked to digital platforms with 33.3 %, followed by Oaxaca with 38.5 % and Toluca with 39.8 percent. The sex composition of dependent contractors linked to digital platforms was 58.2 % men and 41.8 % women. By city, the composition was different, Saltillo reported a higher proportion of women with 62.2 %, while in Toluca and Oaxaca there were more men, 72.8 % and 55.5 %, respectively. Likewise, 71.8 % of dependent contractors who used digital platforms were analogous to self-employed workers; while only 28.2 % were analogous to employees. By city, dependent contractors who used digital platforms, the highest percentages correspond to self-employed analogues, representing 86.5 % in Toluca, followed by Saltillo with 63% and Oaxaca with 61.3 %. Employed population and dependent contractors by use Table 2 of digital platforms and city, according to sex and type dependent contractor

Use of digital platforms and cities

Employed population

Dependent contractors

Total

Sex Type

Men Women Analogous

self- employed

Analogues to employees

Used digital platforms 199,453 17,976 58.2 41.8 71.8 28.2

Saltillo 76,316 4,308 37.8 62.2 63.0 37.0

Toluca 60,658 7,208 72.8 27.2 86.5 13.5

Oaxaca 62,479 6,460 55.5 44.5 61.3 38.7

Not used digital platforms

1,015,853 29,841 63.4 36.6 14.9 85.1

Saltillo 341,745 8,646 54.4 45.6 22.1 77.9

Toluca 461,278 10,892 70.6 29.4 4.8 95.2

Oaxaca 212,830 10,303 63.4 36.6 19.6 80.4

Source: INEGI. Labor Force Survey, 2023. Preliminary data.

4. Informality in dependent contractors Starting from Resolution I referring to statistics on the informal economy of the 21st ICLS, which presents informal employment as any activity carried out by persons to produce goods or provide services in exchange for remuneration or benefit that, in the law or in practice, is not covered by formal agreements such as commercial laws, procedures for declaring economic activities, income taxes, legislation, social security laws and regulations that provide protection against the economic and personal risks associated with the performance of economic activities. Particularly, paragraph 48 establishes that informal workers are dependent contractors who do not own or operate a formal economic unit and are not registered for tax purposes, that is, they do not have a formal status in relation to the legal administrative framework or their activities are not effectively covered by formal commercial or service agreements. In the case of dependent contractors analogous to self-employed workers, the criterion to define whether they are formal or informal are accounting practices, that is, if they use the services of an accountant, if they provide an invoice for their products or service they offer, or manages any platform required by the tax authority; and based on this information determine if the economic unit is informal and therefore the dependent contractor is also informal. In dependent contractors analogous to employees, formality or informality is determined by whether or not they are responsible for paying their contribution to a social security institution or paying taxes to carry out the activity, unlike employees, which is determined by the accounting practices of the contracting company or business and access to social security through work. In this case, if the dependent contractor analogous to an employee does not pay his social security contribution or does not pay taxes for his activity, it is considered informal. Table 3 shows how informal dependent contractors represent 8.1 % of the informally employed population. Within the dependent contractors, only 12% corresponds to the formal population; while 88% represents the informal population. Both formal and informal male dependent contractors outnumbered female dependent contractors with differences of 59.8 % and 17.8 % respectively. Regarding the results by city from the informal dependent contractors in Saltillo, there were 2.4 % more women than men; and in Toluca and Oaxaca there were 31.9 % and 19.5 % more men than women respectively. On the formal side in Saltillo there were 1.2 % more women than men; and in Toluca and Oaxaca there were 100 % and 31.8 % more men than women respectively. Dependent contractors analogous to informal employees surpassed self-employed analogues with a difference of 44.8 %; the same trend is observed in cities. As for the formal contractors, all of them concentrated on the self-employed analogues.

Employed population and dependent contractors by condition Table 3 of informality and city, according to sex and type of contractors dependents

Informality condition and city

Employed population

Dependent contractors

Total

Sex Type

Men Women Analogous

self-employed Analogues to

employees

Informal 513,776 42,071 58.9 41.1 27.6 72.4

Saltillo 102,472 11,788 48.8 51.2 29.4 70.6

Toluca 243,281 15,174 65.9 34.1 25.3 74.7

Oaxaca 168,023 15,109 59.7 40.3 28.6 71.4

Formal 701,530 5,746 79.9 20.1 100.0 0.0

Saltillo 315,589 1,166 49.4 50.6 100.0 0.0

Toluca 278,655 2,926 100.0 0.0 100.0 0.0

Oaxaca 107,286 1,654 65.9 34.1 100.0 0.0

Source: INEGI. Labor Force Survey, 2023. Preliminary data.

In table 4, it can be seen that of the total informal dependent contractors that did not use digital platforms, they accounted for 68.4 %; in the cities, those who did not use them also surpassed those who used them, with Toluca having the highest percentage with 71.8 %, followed by Saltillo with 70.4 % and Oaxaca with 60.3 percent. Within informal dependent contractors it is observed that there is a difference in being analogous to self-employed and analogous to independent. The first included 70.8 % of those who used digital platforms and the difference between those who used and did not, in Toluca is 72.8 %, in Oaxaca 40 % and in Saltillo 9.2 %; while the analogues to employees who did not use covered 83.4 % and the differences are 82.9 % in Toluca, 61.7 % in Saltillo and 53.7 % in Oaxaca. For their part, formal dependent contractors were entirely analogous to self-employed workers, comprising 81.5 % of those who used digital platforms; highlighting that in the results by city, 100 % used digital platforms, followed by Saltillo with 70.7 % and Oaxaca with 56.5 percent. Percentage distribution of dependent contractors by condition Table 4 of informality and city, according to type of dependent contractors and use of digital platforms

Informality condition and cities

Total Analogous self-employed Analogues to employees

Used Not used Used Not used Used Not used

Informal 31.6 68.4 70.8 29.2 16.6 83.4

Saltillo 29.6 70.4 54.6 45.4 19.1 80.9

Toluca 28.2 71.8 86.4 13.6 8.6 91.4

Oaxaca 36.6 63.4 70.0 30.0 23.2 76.8

Formal 81.5 18.5 81.5 18.5 0.0 0.0

Saltillo 70.7 29.3 70.7 29.3 0.0 0.0

Toluca 100.0 0.0 100.0 0.0 0.0 0.0

Oaxaca 56.5 43.5 56.5 43.5 0.0 0.0

Source: INEGI. Labor Force Survey, 2023. Preliminary data.

5. Quality in the employment of dependent contractors For this section, the statistical framework presented in the Handbook on Measuring Quality of Employment provided by UNECE is used, which addresses the quality of employment by identifying seven dimensions and twelve sub-dimensions.

UNECE defines the quality of employment from the point of view of the employed person based on a set of 67 indicators distributed in seven dimensions and 12 sub-dimensions of employment quality. Due to the characteristics and nature of the indicators proposed by UNECE, a single source of information is not sufficient to offer a complete picture of the quality of employment; therefore, based on the LFS, a first approximation to the quality of employment in dependent contractors is offered, differentiating them between formal and informal, as well as their relationship with the use of digital platforms, covering the six dimensions with a set of 18 indicators.

5.1 Safety and ethics of employment This dimension covers safety at work, the objective of which is to protect workers against possible injuries derived from dangers and risks at work, as well as aspects that may harm their physical and mental well-being and in the area of fair treatment in employment. Elements are provided to generate measures to combat discrimination that limits job opportunities for people (UNECE, 2015). In Table 5, the percentage of dependent contractors who did not suffer accidents requiring medical attention is 97.2 %; of those who work in safe and hygienic conditions is 85.1 % and the percentage who did not suffer discrimination in their work due to sex, age, sexual orientation or preference, the color of their skin or their origin, any disability or illness, class social or some other reason was 96.1 percent.

Quality of

Employment

Safety and

ethics of

employment

Security of

Employment

and social

protection

Working Time

and work-life

balance

Income and

benefits from

employment

Social

dialogue

Skills

development

and training

Employment-

related

relationships

and work

motivation

• Income from employment

• Non-wage pecuniary benefits

• Security of employment

• Social protection

• Employment-related relationships

• Work motivation

• Safety at work

• Child labour and forced labour

• Fair treatment in employment

• Working hours

• Working time arrangements

• Work-life balance

In its division into formal and informal, no population with a formal occupation was found; On the other hand, the percentage of informal workers who did not suffer accidents is 97.2 %, that of those who worked in safe and hygienic conditions is 85.1 % and that of those who did not suffer discrimination is 96.1 percent. Of all the dependent contractors who used digital platforms, 100 % did not report having had a work accident and worked in safe and hygienic conditions, while 93.3 % did not report having suffered discrimination. Safety and ethics of employment, according to condition Table 5 informality and use of digital platforms

Indicators Total Informality condition

Condition of use of digital platforms

Formal Informal Used Not used

Percentage without work accidents 97.2 0.0 97.2 100.0 96.7

Percentage that works in safe and hygienic conditions

85.1 0.0 85.1 100.0 82.0

Percentage without discrimination 96.1 0.0 96.1 93.3 96.5

Note: These indicators are calculated with respect to contractors analogous to employees Source: INEGI. Labor Force Survey, 2023. Preliminary data.

5.2 Income and benefits from employment. In this dimension that covers the means that allow access to material well-being, the remunerations received by dependent contractors are presented, as well as labor benefits. The average income of dependent contractors was 428.9 dollars, the median income in dollars was 321.2 and the percentage that received some benefit for their economic activity was 13.4 percent. Due to informality, the average income of formal dependent contractors was 989 dollars, almost triple that of informal contractors; while the median for formal ones is 642.4 dollars, a little more than double that of informal ones. Those who used digital platforms have a higher average and median than those who did not use them, almost double in the first case and double the median income. Regarding informal dependent contractors analogous to employees, 13.4 % received some benefit; and of the total of those who used digital platforms to do their work, 18% also received some, and of the total of those who did not use platforms, 12.5 % found themselves in the same situation. Income and benefits from employment, according to condition Table 6 informality and use of digital platforms

Indicators Total Informality condition

Condition of use of digital platforms

Formal Informal Used Not used

Average monthly income (dollars) 428.9 989.0 358.5 589.6 336.7

Median monthly income (dollars) 321.2 642.4 267.7 535.4 240.9

Percentage that receives some labor benefit 13.4 0.0 13.4 18.0 12.5

Note: The labor benefits indicator is calculated with respect to contractors analogous to employees. Source: INEGI. Labor Force Survey, 2023. Preliminary data.

5.3 Working time and work-life balance This dimension refers to the balance between personal, work and social life from the perspective of time dedicated to productive activities and the availability of time for social and personal activities. Likewise, it covers aspects related to the decision to work for an income given family or care responsibilities; as well as the measurement between the time dedicated to a job and the time dedicated to private life (UNECE, 2015). Working long hours or having a second job can interfere with the development of recreational activities and participation in household chores or family activities; while working part-time or at home favors the balance between work, personal and family life. Table 7 shows that, on average per week, dependent contractors worked 34.2 hours, formal contractors 37.1 hours versus 44 hours for informal contractors; while those who used digital platforms worked 31.2 hours per week. In working days of more than 48 hours per week, 28.3 % of dependent contractors were found, 18.4 % of formal contractors and 29.7 % of informal contractors, and 22.5 % of those who used digital platforms. In days less than 35 hours per week, 46.5 % of dependent contractors worked, 34.3 % of formal contractors, 48.2 % of informal contractors and 54.1 % of those who used digital platforms. The 8.6 % of dependent contractors had more than one job, of those formally in the main job 23.1 % had more than one job; informal ones were 6.6 %; and of those who used digital platforms they comprised 9.9 % and those who did not use them it was 7.8 percent. Regarding those who worked at home, the percentage of formal dependent contractors is higher than that of informal ones, 25.1 % and 11.1 % respectively; likewise, the percentage of those who used digital platforms to do their work is higher with 31.6 % compared to those who did not use them (1.9 percent). Working time and work-life balance, according to condition Table 7 informality and use of digital platforms

Indicators Total Informality condition

Condition of use of digital platforms

Formal Informal Used Not used

Average hours of work per week 34.2 37.1 44.0 31.2 36.0

Percentage working more than 48 hours a week

28.3 18.4 29.7 22.5 31.7

Percentage working less than 35 hours a week

46.5 34.3 48.2 54.1 42.0

Percentage with more than one job 8.6 23.1 6.6 9.9 7.8

Percentage who works from home or residence

12.9 25.1 11.1 31.6 1.9

Note: In the indicator of percentage of dependent contractors with more than one job, only jobs in the occupation are taken into account.

Source: INEGI. Labor Force Survey, 2023. Preliminary data.

5.4 Security of employment and social protection This dimension refers to the safety measures and networks that can compensate for possible risks in the protection of workers and their families, such as the degree of permanence or continuity of employment, the tendency of job tenure or access to social security, the which vary depending on the forms of labor insertion. In this case, the LFS reported that 77.5 % of dependent contractors would remain in their job during the next year, in the formal ones the percentage was 100 %, while in the informal ones it was 73.6 % and of those who used digital platforms it was 91.9 percent (Table 8). Likewise, 62.2 % of dependent contractors had been working for more than one year, with 85% being formal, 58.5 % being informal and 73.8 % being those who used digital platforms. Finally, access to social security for dependent contractors is practically nil. Security of employment and social protection, according to condition Table 8 informality and use of digital platforms

Indicators Total Informality condition

Condition of use of digital platforms

Formal Informal Used Not used

Percentage who will stay in their job next year

77.5 100 73.6 91.9 69

Percentage with seniority greater than one year

62.2 85 58.5 73.8 55.5

Percentage with social security 0.9 7.8 0.0 0.9 1.0

Source: INEGI. Labor Force Survey, 2023. Preliminary data.

5.5 Social dialogue The Social dialogue refers to the potential to increase the quality of employment, through freedom of association, as well as the right to organize and bargain collectively to establish a dialogue between employers, organizations and government that promotes improvements in working conditions and benefits. business. The LFS itself does not address this dimension in dependent contractors, so it would be necessary to consider incorporating questions aimed at collecting information on membership in organizations or associations of professionals, independent workers, among others.

5.6 Skills development and training The dimension refers to the opportunities for personal development of workers and the adaptation of their skills to the demands of work as elements to improve the quality of employment. In the LFS, this dimension only looks at dependent contractors analogous to employees, so the incorporation of questions aimed at capturing similar information in dependent contractors analogous to self-employment remains to be evaluated.

In the dependent contractors analogous to employees, 37.8 % of them received training for part of their work, a percentage that only represents the informal ones and of these, 51.8 % used digital platforms (Table 9). In those who acquired knowledge and skills at work, the percentage of dependent contractors analogous to employees were only informal with 81.9 %, and all of them used digital platforms. Skills development and training, according to condition Table 9 informality and use of digital platforms

Indicators Total Informality condition Condition of use of digital

platforms

Formal Informal Used Not used

Percentage that has received training 37.8 0.0 37.8 51.8 35.1

Percentage that has acquired knowledge and skills

81.9 0.0 81.9 100.0 78.3

Note: These indicators are calculated with respect to contractors analogous to employees. Source: INEGI. Labor Force Survey, 2023. Preliminary data.

5.7 Employment-related relationships and work motivation In this dimension, the motivation factor is important from the point of view of the worker, since it affects their health and well-being, in addition to being a factor that helps achieve high levels of sustainability at work. In the LFS, this dimension looks only at dependent contractors analogous to employees, so it remains pending to evaluate the incorporation of questions aimed at capturing similar information in dependent contractors analogous to self-employment. In the dependent contractors analogous to employees, 81.4 % declared that they still had things to learn in their work, among the formal ones there were no cases, the informal ones were 81.4 % and those who used digital platform covered 72.1 % (Table 10). On the other hand, 95.3 % of the cases in which their opinion was taken into account, in the formal cases no cases were found, while the informal cases were 95.3 % and those that used digital platforms were 100 percent. Employment-related relationships and work motivation, according Table 10 to condition informality and use of digital platforms

Indicators Total

Informality condition

Condition of use of digital platforms

Formal Informal Used They do not

use

Percentage that has things left to learn 81.4 0.0 81.4 72.1 83.3

Percentage that takes your opinion into account

95.3 0.0 95.3 100.0 94.4

Source: INEGI. Labor Force Survey, 2023. Preliminary data.

6. Final comments The LFS allows us to have a first approximation of the quality of employment in dependent contractors in the context of labor informality and the use of digital platforms in work processes. In general, the following results stand out:

• Dependent contractors represented 3.9 % of the employed population, they were predominantly men with 61.4 % and the greatest weight was represented by those analogous to employees with 63.7 percent.

• 37.6 % of dependent contractors used digital platforms, of which 58.2 % were men and 41.8 % women; and 71.8 % were analogous to self-employed workers.

• From the perspective of the economic unit, 88% of the independent contractors were informal, with men predominating with 58.9 % and those analogous to employees with 72.4 percent.

• Among informal dependent contractors, 70.8 % of self-employed analogues used digital platforms, compared to 16.6 % of employee analogues.

Regarding the quality results in the employment of self-employed contractors, the most outstanding results are the following:

• In the dimension of safety and ethics of employment, the indicators showed high percentages, in those who did not suffer an accident 97.2 %, employed people who worked in acceptable conditions of safety and hygiene 85.1 % and people who declared that they had not suffered discrimination labor force 96.1 %, so it can be inferred that dependent contractors had a low risk of suffering any damage to their physical and mental health.

• Regarding the dimension of income and benefits from employment, formal dependent contractors and those who used digital platforms reported the highest income and benefits, compared to informal ones.

• In the dimension of working time and work-life balance, in Formal dependent contractors, a smaller proportion worked long hours and on average worked fewer hours per week compared to informal contractors; In addition, a greater proportion of formal workers had more than one job and worked from home or domicile. In this sense, some indicators point towards a greater imbalance between work life and personal and family life and others that contribute to a greater balance.

• In the dimension of security of employment and social protection, the results showed low permanence and job seniority in informal workers and in those who did not use digital platforms; and social security is practically nil.

• In the social dialogue dimension, it remains to be evaluated the incorporation of questions aimed at collecting information on membership in organizations or associations of professionals, independent workers, among others.

• In the skill development and training dimension, data is only available from dependent contractors analogous to employees, where it was identified that 37.8 % of them received training and 81.9 % acquired knowledge and skills in their work.

• In the employment-related relationships and work motivation dimension, data is offered from dependent contractors analogous to employees, where 81.4 % of them consider that they had things left to learn in their work and 95.3 % reported that they took their opinion into account; a situation that is similar between informal workers and those who use digital platforms.

Bibliography International Labor Organization (ILO). 19 International Conferences of Labor Statisticians (ICLS), 2013. https://webapps.ilo.org/wcmsp5/groups/public/--- dgreports /---stat/documents/ normativeinstrument /wcms_230304.pdf International Labor Organization (ILO). 20 International Conferences of Labor Statisticians (ICLS), 2018. https://www.ilo.org/wcmsp5/groups/public/--- dgreports /---stat/documents/ meetingdocument /wcms_648693.pdf International Labor Organization (ILO). 21 International Conferences of Labor Statisticians (ICLS), 2023. https://webapps.ilo.org/wcmsp5/groups/public/--- dgreports /---stat/documents/ normativeinstrument /wcms_901516.pdf Organization for Economic Co-operation and Development, the International Labor Organization and the European Commission (2023). Handbook on Measuring Digital Platform Employment and Work. https://unece.org/sites/default/files/2022- 08/2210309E_ECE_CES_STAT_2022_4_WEB.pdf United Nations Economic Commission for Europe (UNECE) (2015). Handbook on Measuring Quality of Employment. https://unece.org/statistics/publications/handbook-measuring-quality-employment

Subnationals Accounts in Mexico: Quarterly Indicator of State Economic Activity

Subnationals Accounts in Mexico: Quarterly Indicator of State Economic Activity

Languages and translations
English

MEETING OF EXPERTS GROUP IN NATIONAL ACCOUNTS

SUBNATIONALS ACCOUNTS IN MEXICO: QUARTERLY INDICATOR OF STATE ECONOMIC ACTIVITY

2024 April.

2

The Quarterly Indicator of State Economic Activity (ITAEE, spanish acronym) is an short-term indicator that offers information about economy evolution in the 32 entities to make up of mexican geografy.

It is considered like a forward calculus of GDP by State (PIBE spanish acronym) .

GENERAL ASPECTS

The subnational measures have a special relevant when there is

important disparities in the economic and social

development.

It implies , in the Mexican case, to treat each federal entity like an economic different territory.

GENERAL ASPECTS

32 Federal Entities

In Mexico, the design and structure of Subnational Accounts are based in the technic norm and concepts that are in the manuals and the good international practices.

GENERAL ASPECTS

INFORMATION SOURCES IN MEXICO

Establishment Survey Administrative Records and Primary Data

External Sources

Internet

Census

Households Surveys

Multiregional Treatment

The local unit economic activity are the statistics observation units more adequate to subnational measures.

However, the production units have instalations in more than one federal entity and which economic activities belong to different branches, thus, is acurate to awars that activities in local economic activity units.

METHODOLOGICAL ASPECTS

ASCENDING METHOD It consists in collect information from

producing units and add them until to get the regional total value.

DESCENDING METHOD It means distributing the national number among

the regions, it utilizes related indicator with the national variable.

MIX METHOD The most used method, since always there are data that have to be completed with an

ascending and descending approach.

The most frequent.

METODOLOGICS

The connection with the national calculus:

The same concepts and definitions.

The same classifications, NAICS 2018.

Similar methodologies calculus.

Statistics available information by federative entity.

SUBNATIONAL CALCULUS

IMAIEF

ITAEE

PIBE

MTPTREF

MEITEF

To choose the most adequate “indicator”. To elaborate physic volume indexes, value and prices. To extrapolate the year base values. To fit the original data of high frequency with the lowest, Denton Technique Bivariate. To add results.

SUBNATIONAL CALCULUS TREATMENT

ITAEE RESULTS

Real percentage change regard the same quarterly previous year

Real contribution to variation of national economic activity

THIRD QUARTERLY 2023

In the third quarterly 2023, the federal entities who were presented the highest growth were: Quintana Roo with 17.6 %, San Luis Potosí with 10.6 %, Oaxaca with 8.3 %, Colima with 7.8 % , Aguascalientes with 7.1 percentage.

From IMAIEF TO GDP by State

GDP by State ITAEE

SUBNATIONAL PRODUCTS INTEGRATION

1982. It was published by first time GDP by State (PIBE). 1998. Annual series of PIBE. 1998. Monthly indicators of electricity and manufacturing. 2009. For the first time It was published the results of Quarterly

Indicator of State Economic Activity. 2014. Monthly Indicator of Industrial Activity by Federal Entity. 2023. Measurements of the Quarterly Informal Economy by

Federal Entity. 2023. Quarterly Measurements of Job and Their remunerations

by Federal Entity.

SUBNATIONAL PRODUCTS EVOLUTION

RESULTS OPPORTUNITY…

EOPIBT: Timely estimate quarterly GDP IMAI: Monthly Indicator of Industrial Activity PIBT: Gross Domestic Product Quarterly IGAE: Global Indicator of Economic Activity IMFBCF: Monthly Indicator of Gross Fixed Capital

Formation IMCP: Monthly Indicator of private consumption OUT: Supply and Demand Quarterly ITAB: Quarterly Indicator of Gross Savings

IMAIEF: Monthly Indicator of Industrial Activity by Federal Entity ITAEE: Quarterly Indicator of Entity Economic Activity

CSIT: Accounts by Quarterly Sectors Institucional

MEITEF: Measurement of the Quarterly Informal Economy by Federal Entity MTPTREF: Quarterly Measurements of Job and Their remunerations by Federal

Entity CA: Annual Accounts PIBE: GDP by State (anual)

OUT ITAB

79 days

EOPIBT

30 days

PIBT IGAE

53 days

FBCF CPMI

63 days

CA

9 months

IMAI

42 days

IMAIEF

100 days

ITAEE

120 days 11.7 months

PIBE

MEITEF MTPTREF

151 days

CSIT

150 days

DIFFUSION OF THE PRODUCTS

https://www.inegi.org.mx

Thank You For Your Attention

[email protected]

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Well-being and sustainability. Mexico’s experience

Well-being and sustainability. Mexico’s experience

Languages and translations
English

Well-being and sustainability Mexico’s experience

Presented by Fernando Pineda Solís April 2024

1 Introduction

2 Institutionalization process of Ecosystem accounts

3

Environmental Protection Expenditure for the private sector

3.1

Innovations in Environmental Accounting in Mexico

Content

Sub-national (regional) water indicators3.2

Environmental Goods and Services Sector (EGSS) and Environmental Jobs

3.3

ENVIRONMENTAL ACCOUNTS OF

MEXICO

4

- The Pilot Project was carried out for the first time in Mexico in 1989, publishing the first results in 1991, with support from the United Nations and the World Bank.

Objective of Environmental Accounting in Mexico:

o Measure the “negative” and “positive” impacts of economic activities on the environment, linking it to the main macroeconomic variables (from the Mexican System of National Accounts), obtaining the environmentally adjusted Gross Domestic Product (ecological GDP).

DECEMBER 1991

- Starting in 1999, it was published annually and recurrently (it became institutionalized).

- In 2024 the study series will be updated to the year 2023, with a base year of 2018.

1. Introduction

Various groups of international experts have dedicated efforts to develop Natural Capital valuation methodologies, some of them with the active participation of INEGI:

• London Group on Environmental Accounting (UN)

• Expert Group on Natural Capital (OCDE)

• Forum of Experts on SEEA Ecosystem Accounting (UNSD)

• Wealth Accounting and the Valuation of Ecosystem Services (WAVES) (World Bank)

• The Economics of Ecosystems and Biodiversity (TEEB) (UNEP)

• Among others

2. Natural Capital Accounting and Valuation of Ecosystem Services (NCAVES) in world

• Together with Brazil, China, India and South Africa, Mexico participated in the NCAVES project

• The first results were published in October 2021

• In August 2023, the results were updated and expanded (2002-2021 series) within the framework of the Base Year Change of the Mexican System of National Accounts.

2. Natural Capital Accounting and Valuation of Ecosystem Services (NCAVES) in Mexico

The Ecosystem Accounts required a multidisciplinary effort, so INEGI called for the creation of an Interinstitutional Group made up of the environmental sector, academia and international initiatives with related projects in the country.

2. Interinstitutional Group

The value of the ES in 2021 amounted to 52,123 billion dollars (3.97%) to the National GDP.

2 Results of the economic valuation of ecosystem services (ES)

Percentage contribution of Ecosystem Services to National GDP Nature tourism

0.20%

Pollination 0.64%

Water 0.02%

Carbon storage 1.59%

GDP

Supply to agricultural production 1.38%

Carbon sequestration 0.14%

3. Innovations in Environmental Accounting in Mexico 3.1 Environmental Protection Expenditure (EPE) for the private sector

Others: 39.8

Noise: 2.1

Wastewater: 9.0

Solid waste: 19.2

Biodiversity: 4.6

Ambient air and climate: 7.9

Mineral and energy resources:

11.6

Environmental Protection

82.6

Resource manage-

ment

17.4

Water: 5.8

Total EPE for the private sector according to functional classification, 2018 (Percentage structure)

 It refers to the expenditures incurred by private sector establishments for the environment protection and the natural resources conservation.

 Information from the Environmental Module from the Economic Census is used.

3. Innovations in Environmental Accounting in Mexico 3.2 Sub-national (regional) water indicators

The indicators of productivity and intensity of water use allow to identify the pressure on water resources derived from economic activities, as well as the transfer of value to the produced goods.

The subnational breakdown allows to reflect the variations in the use and availability of water in the regions inside the country.

For example, the productivity indicator represents the gross value added (pesos) generated per unit of water (cubic meter) used.

Currently, Mexico's environmental accounts include regional indicators of productivity and intensity in water use, based on the National Water Accounts project, also disseminated by INEGI.

Productivity in water use Industry and Services,

(Pesos by cubic meter)

The measurement of the EGSS and Environmental Jobs contributes to the monitoring of efforts to transition to a sustainable economy.

In addition, it makes visible which part of the country's economy is “green” and/or “clean” through the identification of goods and services that contribute to the environmental protection and the natural resources conservation.

Job positions, 2018

Environmental Jobs from EGSS

Added Value of the Environmental Goods and Services Sector

14 645 Billion dollars in 2018.

1.3% of GDP

369 764

3. Innovations in Environmental Accounting in Mexico 3.3 Environmental Goods and Services Sector (EGSS) and Environmental Jobs

THANK YOU

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Presentation, Óscar Ramírez Álvarez, INEGI (Mexico)

National Survey of Household Income and Expenditure (ENIGH), Óscar Ramírez Álvarez, INEGI, Mexico

Languages and translations
English

National Survey of Household Income and Expenditure (ENIGH, in Spanish)

Meeting of the Group of Experts on Measuring Poverty and Inequality | 28-29 November 2023

Óscar Joaquín Ramírez Álvarez

Deputy Director of Conceptual Design and Income and Expenses Validation Statistics

UNECE

Survey “Income

and expenses of a

working-class

family during the

week ending today,

1914.”

INEGI assumed control of

ENIGH in 1984.

Until 2022, there had been 16

editions of the survey.

1984-2022

In 2012, it was

declared Information

of National Interest.

The first survey with

scientific sampling

methods: “Survey of

Income and Expenditures

of the Population of

Mexico, 1956.”

Several surveys were

conducted regarding family

income and expenses.

1914

The new version of

the Family Income

and Expense Survey.

1975 19771956

The first edition of the

ENIGH.

The immediate antecedent

of ENIGH 1984.

1960-1970

Background

ENIGH responds to an information need

Mexico was the first country to establish an official multidimensional poverty measurement. This means that, in addition to considering the inadequacy of economic resources, it considers several additional dimensions on which social policy should focus.

According to the General Law of Social Development, guidelines and criteria on defining, identifying, and measuring poverty, issued by CONEVAL1, are mandatory for any Mexican institution that executes social development programs.

CONEVAL should use the information generated by Mexico’s National Statistics Office to estimate poverty and must update that estimation every two years at the national and state levels and every five years at the municipality level.

1National Council for the Evaluation of Social Development Policy (CONEVAL, by its Spanish acronym).

UNECE

6

8

51

4 Poverty measurement should include at least,

eight indicators:

current per capita income

2

3

4

7

educational gap

access to health services

access to social security

quality and spaces of

the dwelling

access to essential

services in the housing

access to food

ENIGH generates all of them

and the degree of

social cohesion

1. Present an overview of the behavior of income and expenditure at the household level in terms

of amount, origin, and distribution.

2. Additionally, ENIGH provides information on labor participation and the socio-demographic

characteristics of household members. It also includes information on dwelling characteristics and

equipment.

INEGI-UCSD SEMINAR SERIES

Survey Goals

3. Initially, the design of the ENIGH focused on the need to

provide information about spending patterns. However, the

data collected by the survey has had many other uses in the

last few years: studies on socioeconomic levels of the

population, monitoring of SDG indicators, market studies,

and poverty measurement.

4. This data source is designed to generate a rigorous

diagnosis.

METHODOLOGICAL ASPECTS

UNECE

Main methodological characteristics

UNECE

Characteristic Description

Target population All households within the country's boundaries.

Observation unit The dwelling, the households and their usual residents.

Geographical coverage

The survey is designed to provide results at the following levels:

• National

• Each of the 32 states

• At the state level, for urban and rural domains.

Sample Design

• Probabilistic: The sampling units have a known probability different from zero of being

selected.

• Conglomerates: Also called primary sampling units (PSU), they are built by joining blocks in

urban areas, or, where appropriate, specific blocks or localities in rural areas. All the PSU

have a similar weight of dwellings units.

• Stratified: The PSU with similar characteristics are grouped.

• Double stage: In the first stage we select PSU through probabilities proportional to size, in

the second stage we select homes within the PSU

Sample size 105,525 dwellings (the largest in the history of the survey since 2020).

Survey date From August 21 to November 28, 2022.

UNECE

The questionnaires and booklet used in the

ENIGH 2022

Questionnaire of households and housing

Household expenses questionnaire

Questionnaire for people aged 12 and over

Questionnaire for home businesses

Questionnaire for people under 12 years old

Booklet of daily expenses

WEALTHREGULARITY

Income sources must be regular

and subject to an uninterrupted

flow in each period.

AVAILABILITY

Income sources must contribute

to economic well-being; that is,

they must be available to

purchase goods and services

that the household can use.

These income sources should not

include the flows that modify the

net wealth or the net value of the

assets and debts of the

household.

INCLUSION CRITERIA EXCLUSION CRITERIA

Conceptual Design

Total income is made up of total current income and the

total income financial assets and capital.

The total current income of households is formed by the inputs that satisfy these three criteria:

• Remunerations for subordinate work.

• Wages, cash bonuses, and overtime wages.

• Income of the self-employed.

• Family enterprises and the self-employed.

• Other work income.

• Other jobs different from the primary and secondary

occupations.

• Income from assets.

• Interests and dividends from investment in an

enterprise where the investor does not work.

• Income from transfers.

UNECE

Current monetary

income

1. Income from work

2. Revenue of property

3. Transfers

UNECE

Monetary income from transfers

Variables included under this concept are:

 Retirements and pensions.

 Scholarships from government and institutions.

 Donations of money from institutions or another household.

 Income from other countries.

 Benefits from government programs.

UNECE

Non-monetary current income:

Self-consumption:

An estimate of the value of the products and services taken from the family

enterprise for household consumption.

In-kind remuneration:

An estimate of the value of the products and services that workers receive as

payment for their work.

In-kind transfers:

An estimate of the value of the transfers in goods and services a household

receives, whether from other households, the government, or a private institution.

Estimated rent value of their own home:

An estimate of the rent cost if the dwelling did not belong to the household.

1. Food, beverages, and tobacco;

2. Clothing and footwear;

3. Housing and conservation services; Electric power and fuels;

4. Items and services for cleaning and care of the house: glassware,

whites, and household utensils; household goods and furniture;

5. Health expenditure;

6. Transportation expenditure; acquisition, maintenance, accessories,

vehicles services; and communications;

7. Expenditure on education, leisure items, and services; Tour and

Party Packages, Lodging and Accommodation;

8. Personal care; accessories, personal effects, and other

miscellaneous expenditures;

9. Expenditure other transfers.

UNECE

By composition,

the current

monetary

expenditure of

households is

grouped into

nine items:

UNECE

Social transfers in ENIGH

Social transfers in all its modalities represent just over half of the entire budget that is spent on social protection

in Mexico

These transfers are aimed to reduce poverty in the country.

ENIGH considers that transfers are monetary entries received by household

members and for which the provider or donor does not demand compensation of any

kind.

The variables included under this concept are:

 Retirements and pensions;

 Scholarships from government and institutions;

 Donations of money from institutions or another household;

 Income from other countries;

 Benefits from government programs;

 Social Transfers In-kind (STIK) from other households (gifts);

 In-kind transfers from institutions.

Social transfers

Regarding retirement or pension, transfers refer to those from mixed contribution systems or schemes derived from contributions made by employers, workers, and the government.

In all cases, the informant estimates the value of in-kind transfers based on the retail market value of the goods or services he received.

The supports are considered as social transfers in-kind (STIK) or cash, depending on how the support is granted. STIK contributes to the increase in disposable income. These transfers benefit population groups in different ways.

Excluding STIK from the definition of income affects the international comparison.

 Informant estimates the value of STIK.

Social transfers by the Mexican government:

In the monetary income from transfers section, ENIGH captures the following items:

Benito Juárez Basic Education Scholarship for Well-being (formerly PROSPERA) (P101)

A program that provides financial assistance to families with economic needs and children enrolled in preschool, primary, or secondary education in any modality.

Each family is eligible for only one scholarship, regardless of the number of family members or their level of education. The scholarship is disbursed to the mother, father, or guardian via a bank card or at service desks in areas without bank coverage.

Social transfers by the Mexican government:

Benito Juárez Universal High School Scholarship (formerly PROSPERA) (P102)

A program that provides monetary support to the low- income population enrolled in public higher education institutions of the National Education System, prioritizing the indigenous community living in poverty or vulnerable conditions.

Young People Writing the Future (Higher Education) (P103)

A program targeting poor or vulnerable populations in areas with high violence rates. Including indigenous and Afro-descendant students enrolled in priority higher education institutions of the National Education System.

Benefits PROCAMPO Benefit/ProAgro Productive/Production for Well-being (P043)

A program to support small and medium-sized producers to increase productivity and achieve food self-sufficiency in maize, beans, rice, bread-making wheat, milk, meat, fishery, and aquaculture products.

Pension Program for the Well-being of the Elderly (formerly Program 65 and over) (P104)

A federal government program is available to provide financial assistance to senior adults 68 years or older nationwide. The program also extends its benefits to those aged 65 years or above who reside in indigenous areas. Additionally, senior adults aged 65 to 67 who are active beneficiaries in the Registry of Beneficiaries of the Pension Program as of December 2018 can also avail of the program's benefits.

Social transfers by the government:

Benefit from other programs for older adults (P045)

 Money support that the state or municipal government grants to people over 60 years.

Pension Program for the Well-being of Persons with Permanent Disabilities (P105)

This program offers financial assistance to individuals with permanent disabilities between the ages of 0 and 29 residing in municipalities and urban areas with high and very high marginalization. It also provides financial support to indigenous people with disabilities aged 0 to 64 years who live in the same conditions.

Social transfers by the government:

Support Program for the Well-being of Children of Working Mothers (formerly Children's Stays) (P106)

A program that offers financial assistance to single parents or guardians who work seek employment, or study and are not eligible for direct or kinship to social security benefits, specifically for childcare and labor support.

Life Insurance for Female Heads of Household (P107)

Program that provides financial support to children, adolescents, and young people who are orphans of their mothers, up to 23 years of age (one day before their 24th birthday), who are studying in the National Education System.

Social transfers by the government:

Young People Building the Future (P108)

The monetary scholarship program is aimed at young individuals aged between 18 and 29 who are neither studying nor employed. The scholarship aims to allow them to train for one year in companies, public institutions, and social organizations. This program prioritizes young people living in areas with a majority indigenous population, high degree of marginalization, and high rates of violence.

Benefits of other social programs (Specify) (P048)

These benefits include bonuses or donations from public institutions, such as support programs for vulnerable groups such as people with disabilities single mothers, and government cards for heads of household.

Social transfers by the government:

RESULTS

UNECE

UNECE

Distribution of total current income by sources of income

In Mexico, the primary source is income from work with 65.7%, followed by transfers with 17.2%, the estimate of the rental of housing with 11.8%, the revenue of property with 5.2%, and other current income 0.1 percent.

Note: The sum of the partials may not add up to one hundred percent, due to

rounding.

65.7 % 17.2 %

11.8 %

5.2 % 0.1 %

Gini coefficient 2016-2022 26

Gini Coefficient allows appreciating income inequality.

The value of this coefficient for income by deciles of households was 0.402 in 2022.

Furthermore, the Gini Coefficient allows to appreciate the positive effects of transfers on income distribution. If in 2022 there were no transfers of income, the concentration of these would have been higher, because the Gini coefficient would have had a value of 0.46. No transfers With transfers

* Statistically significant difference compared to 2016.

** Other transfers: correspond to monetary aid to

relatives and people outside the household, money

contributions to charitable institutions, payments to

public sector services (issuance of passports,

certificates, licenses, license plates, etc.), as well as

expenses for the purchase of gifts to people outside the

household.

SOURCE: INEGI. National Survey of Household Income

and Expenditure 2016, 2018, 2020 and 2022.

The quarterly average current

monetary expenditure was

1 985.9 USD.

• The food, beverages, and

tobacco sector represented the

largest sector, being

748.3 USD.

• In contrast, the healthcare

sector obtained 66.8 USD.

Quarterly average current monetary expenditure by large expenditure sectors, according to year of survey. (USD)

Expenditure sectors

Averages (USD) Percentage

variation

ENIGH

2016

ENIGH

2018

ENIGH

2020

ENIGH

2022

2016-

2018

2018-

2020

2020-

2022

Current monetary

expenditure 1 908.9 1 945.3 1 694.9 1 985.9 1.9 -12.9 17.2

Education and recreation 237.5 235.6 130.1 194.8 -0.8 -44.8 49.7

Clothing and footwear 88.3 87.2 50.6 75.7 -1.2 -42.0 49.6

Transport and

Communications 369.1 388.1 314.6 383.3 5.2 -18.9 21.8

Food, beverages and

tobacco 670.9 685.1 644.8 748.3 2.1 -5.9 16.0

Personal care 141.1 144 135.7 152.8 2.1 -5.8 12.6

Other transfers** 56 54.5 50.1 54.7 -2.7 -8.0 9.2

Household Cleaning 112.6 114.1 111 120.8 1.4 -2.8 8.9

Housing and services 181.8 185.5 186.1 188.5 2.1 0.3 1.2

Healthcare 51.5 51.1 71.7 66.8 -0.9 40.5 -6.8

THANK YOU!

  • Slide 1
  • Slide 2: Background
  • Slide 3: ENIGH responds to an information need
  • Slide 4
  • Slide 5
  • Slide 6: METHODOLOGICAL ASPECTS
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15: Social transfers in all its modalities represent just over half of the entire budget that is spent on social protection in Mexico
  • Slide 16: The variables included under this concept are:
  • Slide 17: Social transfers
  • Slide 18: Social transfers by the Mexican government:
  • Slide 19: Social transfers by the Mexican government:
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24: RESULTS
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
Russian

Национальное обследование доходов и расходов домохозяйств (на испанском ENIGH)

Заседание группы экспертов по измерению бедности и неравенства | 28-29 ноября 2023г

Óscar Joaquín Ramírez Álvarez

ЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗ З

ЗЗЗЗЗЗЗЗ

ЕЭК ООН

Обследование

доходов и

расходов семей

рабочего класса

на конец недели,

1914.”

INEGI берет контроль над

ENIGH в 1984г.

До 2022г было 16 изданий

обследования.

1984-2022

В 2012г оно было

провозглашено

информацией

представляющей

национальный интерес.

Первое обследование с

применением научных

методов выборки:

«Обследование доходов

и расходов населения

Мексики, 1956г»

Проведено несколько

обследований доходов и

расходов семей.

1914

Новая версия

Обследования

семейных доходов и

расходов.

1975 19771956

Первое издание ENIGH.

Неопсредственный

предшественник ENIGH

1984.

1960-1970

Предыстория

ENIGH отреагировал на потребность в информации

Мексика была первой страной, где установлено официальное измерение многомерной бедности. Это значит, что кроме рассмотрения несостоятельности экономических ресурсов, рассматриваются и несколько дополнительных параметров, на которых должна сосредоточиться социальная политика.

Согласно Генеральному Закону Социального Развития, руководство и критерии для определения, выявления и измерения бедности, разработанные КОНЕВАЛ1, являются обязательными для любого мексиканского учереждения, разрабатывающего программы социального развития.

КОНЕВАЛ должен пользоваться информацией, произведенной Национальным статистическим управлением Мексики для оценки бедности, и обязан обновлять эти оценки раз в два года на национальном и региональном уровне, и раз в 5 лет на муниципальном уровне.

1Национальный совет по оценке политики социального развития (CONEVAL).

UNECE

6

8

51

4 Измерение бедности должно включать хотя бы восемь

показателей:

Текущий доход на душу

населения

2

3

4

7

Образовательный разрыв

Доступ к здравоохранению

Доступ к социальной

безопасности

Качество и размеры

жилья

Доступ к необходимым

коммунальным услугам

Доступ к продовольствию

ENIGH разрабатывает их все

Уровень социальной

сплоченности

1. ЗЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗ доходов и расходов ЗЗ ЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗЗЗЗ, З ЗЗЗЗЗЗ ЗЗ

ЗЗЗЗЗЗЗ, ЗЗЗЗЗЗЗЗЗЗЗЗЗ З ЗЗЗЗЗЗЗЗЗЗЗЗЗ.

2. З ЗЗЗЗЗЗЗЗЗЗ З ЗЗЗЗЗ, ENIGH ЗЗЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗ ЗЗ трудовому участию и социо-

демографические характеристики ЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗЗЗЗ. ЗЗЗЗЗ ЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗ ЗЗ

ЗЗЗЗЗЗЗЗЗЗЗЗЗЗЗ З ЗЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗ.

INEGI-UCSD SEMINAR SERIES

Цели обследования

3. ЗЗЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗ ENIGH ЗЗЗЗЗЗЗЗЗЗЗЗЗ ЗЗ

ЗЗЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗ З ЗЗЗЗЗЗЗЗ

ЗЗЗЗЗЗЗЗ. ЗЗЗ ЗЗ ЗЗЗЗЗ, ЗЗЗЗЗЗ, ЗЗЗЗЗЗЗЗЗ З ЗЗЗЗЗЗ

ЗЗЗЗЗЗЗЗЗЗЗЗ, ЗЗ ЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗ ЗЗЗ ЗЗЗЗЗ

ЗЗЗЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗ: исследование социо-

экономического уровня населения, мониториг

показателей ЦУР, исследования рынка и измерение

бедности.

4. ЗЗЗЗ ЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗ создан, чтобы генерировать

жесткую диагностику.

МЕТОЛОГИЧЕСКИЕ АСПЕКТЫ

UNECE

Основные методологические характеристики

UNECE

Характеристика Описание

Целевое население Все домохозяйства, находящиеся в границах страны.

Единица наблюдения Жилье, домохозяйство и его постоянные члены.

Географический охват

Обследование создано чтобы предоставить результаты по следующим уровням:

• Национальный

• По каждому из 32 штатов

• На уровне штата по городским и сельским территориям.

Дизайн выборки

• Вероятностная: Единицы выборки имеют известную вероятность отличную от нуля.

• Многокомпонентная: также называемая первичными выборочными единицами (ПВЕ),

они создаются объединяя районы в городах, или, где возможно, специфичные районы

или области в сельских областях. Все ПВЕ имеют вес схожий с единицами жилья.

• Стратифицированная: ПВЕ с похожими характеристиками объединяются в группы.

• Двуступенчатая: в первой фазе выбираем ПВЕ на основании вероятностей

пропорциональных размерам, во второй - выбираем дома в ПВЕ.

Размер выборки 105,525 жилищных единиц (крупнейшая выборка в истории обследований с 2020г).

Период проведения

обследования С 21 августа до 28 ноября 2022г.

UNECE

Вопросники и буклеты используемые в

ENIGH 2022

Вопросник по домохозяйству и жилью

Вопросник по расходам домохозяйства

Вопросник для лиц в возрасте 12 лет и старше

Вопросник по домашнему бизнесу

Вопросник для детей до 12 лет

Буклет по ежедневным расходам

БОГАТСТВОРЕГУЛЯРНОСТЬ

Источники дохода должны быть

регулярными и обеспечивать

непрерываемый поток в

каждом периоде.

НАЛИЧИЕ

Источники дохода должны

способствовать

экономическому

благосостоянию; то есть

чтобы именно из этих средств

приобретались товары и

услуги для пользования в

домохозяйстве.

Эти источники дохода не

должны включаться в поток,

который изменяет чистое

богатство или чистую стоимость

активов и долгов

домохозяйства.

ИНКЛЮЗИВНЫЕ КРИТЕРИИ КРИТЕРИИ ИСКЛЮЧЕНИЯ

Концептуальный дизайн

Общий доход состоит из общего текущего дохода и

общего дохода от финансовых активов и капитала.

Общий текущий доход домохозяйства формируется из вводных параметров, соответствующих этим

трем критериям:

• ЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗЗ ЗЗЗЗ.

• ЗЗЗЗЗЗЗЗЗЗЗЗЗЗ, ЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗ З ЗЗЗЗЗ ЗЗ

ЗЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗ.

• ЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗЗЗЗЗЗЗЗ.

• ЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗЗ З ЗЗЗЗЗЗЗЗЗЗЗЗЗ.

• ЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗ ЗЗЗЗЗЗ.

• ЗЗЗЗЗЗ ЗЗЗЗЗЗ, ЗЗЗЗЗЗЗЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗЗЗ З ЗЗЗЗЗЗЗЗЗ

ЗЗЗЗЗЗЗЗЗ.

• ЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗЗ.

• ЗЗЗЗЗЗЗЗ З ЗЗЗЗЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗЗЗЗЗ З ЗЗЗЗЗЗЗЗЗЗЗ,

ЗЗЗ ЗЗЗЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗЗЗ.

• ЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗЗЗЗЗЗ.

UNECE

Текущий

денежный доход

1. Доход от работы

2. Доход от

недвижимости

3. Трансферты

UNECE

Денежный доход от трансфертов

Переменные включенные в рамках данной

концепции:

 ЗЗЗЗЗЗЗ ЗЗЗ ЗЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗ З ЗЗЗЗЗЗ.

 ЗЗЗЗЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗЗЗЗЗЗЗЗ З ЗЗЗЗЗЗЗЗЗЗЗ.

 ЗЗЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗ

ЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗЗЗЗ.

 ЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗ ЗЗЗЗЗ.

 ЗЗЗЗЗЗ З ЗЗЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗ.

UNECE

Неденежный текущий доход: Потребление продуции собственного производства:

ЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗ З ЗЗЗЗЗ, ЗЗЗЗЗЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗ

ЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗЗЗЗЗ.

Зарплата в натуре:

ЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗ З ЗЗЗЗЗ, ЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗ З ЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗ

ЗЗ ЗЗЗЗ ЗЗЗЗЗЗ.

Трансферты в натуре:

ЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗЗ З ЗЗЗЗ ЗЗЗЗЗЗЗ З ЗЗЗЗЗ, ЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗ

ЗЗЗЗЗЗЗЗЗЗЗЗЗ, ЗЗЗЗ ЗЗ ЗЗ ЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗЗЗ, ЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗ ЗЗЗЗЗЗЗ

ЗЗЗЗЗЗЗЗЗЗЗ.

Установленная стоимость аренды их собственного жилья:

ЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗ ЗЗЗЗЗ, ЗЗЗЗ ЗЗ ЗЗЗ ЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗЗЗЗЗЗЗ

ЗЗЗЗЗЗЗЗЗЗЗЗЗ.

1. ЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗ, ЗЗЗЗЗЗЗ З ЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗ;

2. ЗЗЗЗЗЗ З ЗЗЗЗЗ;

3. ЗЗЗЗЗ З ЗЗЗ ЗЗЗЗЗЗЗЗЗЗЗЗ, ЗЗЗЗЗЗЗЗЗЗЗЗЗЗЗЗ З ЗЗЗЗЗЗЗ;

4. ЗЗЗЗЗЗ З ЗЗЗЗЗЗ ЗЗЗ ЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗ З ЗЗЗЗЗ ЗЗ ЗЗЗЗЗ: ЗЗЗЗЗЗ,

ЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗ З ЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗЗЗЗЗ, ЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗ З ЗЗЗЗЗЗ;

5. ЗЗЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗЗЗЗЗЗЗЗЗЗ;

6. ЗЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗ; ЗЗЗЗЗЗЗЗЗЗЗЗ, ЗЗЗЗЗЗЗЗЗЗЗЗ, ЗЗЗЗЗЗЗЗЗЗЗЗЗЗЗ

ЗЗЗЗЗЗЗ, ЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗ З ЗЗЗЗЗЗЗЗЗЗЗЗ;

7. ЗЗЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗЗЗЗЗЗ, ЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗ З ЗЗЗЗЗЗ, ЗЗЗЗ З ЗЗЗЗЗЗЗЗЗ,

ЗЗЗЗЗЗЗЗЗЗ ЗЗ ЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗЗ;

8. ЗЗЗЗЗЗ ЗЗЗЗ; ЗЗЗЗЗЗЗЗ ЗЗЗЗЗ, ЗЗЗЗ ЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗЗ З ЗЗЗЗЗЗ ЗЗЗЗЗЗЗ;

9. ЗЗЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗ

UNECE

По составу

текущие

денежные

расходы

домохозяйства

сгруппированы

по девяти

группам:

UNECE

Социальные трансферты в ENIGH

Социальные трансферты во всех их видах составляют чуть больше половины всего бюджета на

социальную защиту в Мексике

ЗЗЗЗ ЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗ З ЗЗЗЗЗЗ.

ENIGH ЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗ, ЗЗЗЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗ

ЗЗЗЗЗЗЗЗЗЗЗЗЗ, ЗЗ ЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗЗ З ЗЗЗЗЗ ЗЗ ЗЗЗЗЗЗЗ ЗЗЗЗЗЗЗЗ ЗЗЗЗ

ЗЗЗЗЗЗЗЗЗЗЗ.

Переменные включенные в рамках данной концепции:

 Пособия при выходе на пенсию и пенсии.

 Стипендии от правительства и учереждений.

 Безвозмездная денежная помощь от учереждения или другого домохозяйства.

 Доход из других стран.

 Льготы и пособия от государственных программ.

 Социальные трансферты в натуре (STIK) от других домохозяйств (подарки);

 Социальные трансферты в натуре от учереждений.

Социальные трансферты

Что касается пособий по выходу на пенсию или пенсий, трансферты относятся к выплатам, полученным из систем или схем накопительных взносов, сделанных работодателями, работниками и государством.

Во всех этих случаях трансфертов в натуре носитель информации расчитывает их стоимость на основании рыночной стоимости полученных товаров и услуг.

Содержание рассматривается в качестве социальных трансфертов в натуре (STIK) или наличных, в зависимости от того как это содержание предоставляется. STIK способствует повышению одноразового дохода. Эти трансферты приносят группам населения разную пользу.

Исключая STIK из определения дохода, которое влияет на международное сравнение.

Носитель информации расчитывает стоимость STIK.

Социальные трансферты мексиканского правительства:

В рамках денежного дохода от трансфертов ENIGH фиксирует следующие пункты:

Основная стипендиальная программа Бенито Хуареса (ранее PROSPERA) (P101)

Программа, предоставляющая финансовую поддержку семьям, испытывающим экономические потребности, для детей идущих в детский сад, начальную и среднюю школу любого направления.

Каждая семья может получить только одну стипендию, в независимости от количества членов семьи или их уровня образования. Стипендия выдается на имя матери, отца или опекуна: выплачивается на банковскую карту или выдается наличными в областях, где нет банковского обслуживания.

Социальные трансферты мексиканского правительства:

Универсальная стипендия для средней школы Бенито Хуареса (ранее PROSPERA) (P102)

Программа, предоставляющая денежную поддержку населению с низким уровнем дохода, посещающему государственные учебные заведения среднего образования. Приоритетность имеет коренное население, испытывающее бедность или условия уязвимости.

Стипендия для молодежи (Молодежь создает свое будущее) (Среднее образование) (P103)

Программа предназначена для молодежи или уязвимого населения в районах с высоким уровнем насилия. Включая студентов коренного населения и африканского происхождения, посещающих государственные приоритетные учереждения среднего образования.

Пособия PROCAMPO Пособия для сельскохозяйственного производства/Программы повышения благосостояния (P043)

Программа поддержки малых и средних производителей с целью увеличения объема производства для самообеспечения продуктами питания, такими как маис, фасоль, рис, пшеница, молоко, мясо, рыбная ловля и рыбное хозяйство.

Пенсионные программы для благосостояния пожилых людей (ранее Программа 65+) (P104)

Программа федерального правительства для предоставления финансовой помощи лицам в возрасте 68 лет и старше по всей стране. Программа также предоставляет пособия для людей в возрасте 65 лет и старше, проживающих в районах проживания коренных народов. В дополнение к этому люди в возрасте от 65 до 67 лет, являющиеся благоприобретателями согласно Регистру получателей пенсионной программы от декабря 2018 год, также могут воспользоваться пособиями этой программы.

Социальные трансферты мексиканского правительства:

Пособия из других программ для взрослых (P045)

 Денежная поддержка, предоставляемая государством или муниципалитетом для людей в возрасте 60 лет и выше.

Пенсионная программа для благосостояния лиц с полной инвалидностью (P105)

Данная программа предоставляет финансовую помощь лицам с полной инвалидностью в возрасте от 0 до 29 лет, проживающим в муниципалитетах и городах с высоким и очень высоким уровнем маргинализации. Она также предоставляет финансовую поддержку коренному населению с инвалидностью в возрасте от 0 до 64 лет, проживающего в таких же условиях.

Социальные трансферты правительства:

 Программа поддержки для детей работающих матерей (ранее Children's Stays) (P106)

Программа предлагает финансовую помощь родителям- одиночкам или опекунам-одиночкам, кто работает, ищет работу или учится, но не соответствует напрямую или косвенно для получения пособий социальной безопасности. Помощь предназначается конкретно для ухода за детьми и поддержки в области работы.

 Страхование жизни для женщин возглавляющих домохозяйство (P107)

Программа предоставляет финансовую поддержку детям, подросткам и молодежи, являющимся сиротами, или их матерям в возрасте до 24 лет (программа перестает действовать за день до исполнения 24 лет), учащимся в государственных учебных заведениях.

Социальные трансферты правительства:

Молодежь строит будущее (P108)

Программа денежной стипендии, нацеленная на молодых людей в возрасте от 18 до 29 лет, которые не учатся и не работают. Стипендия предназначена для их практического обучения в течение одного года в компаниях, государственных учереждениях и соцорганизациях. Приоритетное право на программу имеют молодые люди, проживающие в районах с большинством коренного населения, высоким уровнем маргинализации и высоким уровнем насилия.

Пособия других социальных программ (Specify) (P048)

Данные пособия включают бонусы или пожертвования общественных организаций, например программы поддержки уязвимых групп населения, таких как лиц с инвалидностью, матерей-одиночек и государственные карты для глав домохозяйств.

Социальные трансферты правительства:

РЕЗУЛЬТАТЫ

UNECE

UNECE

Общий текущий доход в разбивке по источникам дохода

В Мексике основной доход поступает от работы (65,7%), затем от трансфертов (17,2%), установленной аренды жилья (11,8%), дохода от недвижимости (5,2%) и других текущих доходов (0,1%).

Note: Сумма долей может не быть точно 100 ввиду округления некоторых

значений

65.7 % 17.2 %

11.8 %

5.2 % 0.1 %

Коэффициент Джини 2016-2022 26

Коэффициент Джини хорошо показывает неравенство доходов.

Значение этого коэффициента для дохода домохозяйства по децилям составляло 0,402 в 2022 году.

Более того, коэффициент Джини позволяет видеть положительные эффекты трансфертов на распределение доходов. Если бы в 2022 году не было дохода от трансфертов, то концентрация доходов была бы выше, и коэффициент Джини составил бы 0,46.

Без трансфертов С трансфертами

* Статистически значительная разница по сравнению с

2016 годом.

** Другие трансферты: соответствует денежной помощи

родственникам и людям не входящим в домохозяйство,

пожертвования на благотворительность, оплата за

общественные услуги (выдача паспортов,

сертификатов, лицензий, номерных знаков и т.п.), а

также расходы на приобретение подарков людям вне

вашего домохозяйства.

ИСТОЧНИК: INEGI. Национальное обследование

доходов и расходов домохозяйств 2016, 2018, 2020 и

2022гг.

Размер средних квартальных

денежных расходов составил

1 985.9 USD.

• Группа, куда входят продукты

питания, напитки и

табачные изделия, показала

самые высокие расходы, а

именно 748.3 USD.

• В противовес ей, группа

расходов на

здравоохранение составила

всего лишь 66.8 USD.

Квартальные средние текущие денежные расходы в разбивке по крупным группам дохода по годам обследований. (USD)

Группа расходов

Среднее (USD) В процентах

ENIGH

2016

ENIGH

2018

ENIGH

2020

ENIGH

2022

2016-

2018

2018-

2020

2020-

2022

Текущие денежные

расходы 1 908.9 1 945.3 1 694.9 1 985.9 1.9 -12.9 17.2

Обучение и отдых 237.5 235.6 130.1 194.8 -0.8 -44.8 49.7

Одежда и обувь 88.3 87.2 50.6 75.7 -1.2 -42.0 49.6

Транспорт и коммуникации 369.1 388.1 314.6 383.3 5.2 -18.9 21.8

Продукты питания, напитки

и табачные изделия 670.9 685.1 644.8 748.3 2.1 -5.9 16.0

Личный уход 141.1 144 135.7 152.8 2.1 -5.8 12.6

Другие трансферты** 56 54.5 50.1 54.7 -2.7 -8.0 9.2

Уход за домом 112.6 114.1 111 120.8 1.4 -2.8 8.9

Жилье и коммунальные

услуги 181.8 185.5 186.1 188.5 2.1 0.3 1.2

Здравоохранение 51.5 51.1 71.7 66.8 -0.9 40.5 -6.8

СПАСИБО!

  • Slide 1
  • Slide 2: Предыстория
  • Slide 3: ENIGH отреагировал на потребность в информации
  • Slide 4
  • Slide 5
  • Slide 6: МЕТОЛОГИЧЕСКИЕ АСПЕКТЫ
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15: Социальные трансферты во всех их видах составляют чуть больше половины всего бюджета на социальную защиту в Мексике
  • Slide 16: Переменные включенные в рамках данной концепции:
  • Slide 17: Социальные трансферты
  • Slide 18: Социальные трансферты мексиканского правительства:
  • Slide 19: Социальные трансферты мексиканского правительства:
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24: РЕЗУЛЬТАТЫ
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28

National Survey of Household Income and Expenditure (ENIGH), Óscar Ramírez Álvarez (Mexico)

Mexico was the first country in the world to establish an official multidimensional measurement of poverty. This means that, in addition to considering the inadequacy of economic resources, it considers several additional dimensions on which social policy should focus. Through a methodology that links two approaches: economic well-being and social rights, there is a conceptually approach to the issue of multidimensional poverty.

Languages and translations
English

United Nations Economic Commission for Europe

Palais des Nations, 1211 Geneva 10, Switzerland

UNITED NATIONS

ECONOMIC COMMISSION FOR EUROPE

CONFERENCE OF EUROPEAN STATISTICIANS

Group of Experts on Measuring Poverty and Inequality

28-29 November 2023

Workshop on Harmonization of Poverty Statistics to

Measure SDG 1 and 10

27 November 2023

Title of contribution National Survey of Household Income and Expenditure (ENIGH)

Author Name(s) Óscar Ramírez

Presenter Name Óscar Ramírez

Presenter Organization National Institute of Statistics and Geography, Mexico’s NSO (INEGI by its

Spanish acronym)

Topic Social policies, social transfers, and data

Mexico was the first country in the world to establish an official multidimensional measurement of

poverty. This means that, in addition to considering the inadequacy of economic resources, it considers

several additional dimensions on which social policy should focus.

Through a methodology that links two approaches: economic well-being and social rights, there is a

conceptually approach to the issue of multidimensional poverty. This approach recognizes that the

impoverished population not only faces economic resource inadequacy but is also vulnerable in the

exercise of their fundamental rights due to a lack of access to food, healthcare, education, social security,

and adequate housing. This approach allows for the development of a comprehensive social framework

grounded in a rights-based perspective, monitoring various dimensions that influence social and human

development, and guiding the formulation of public policies in support of complete and universal social

inclusion.

Based on the General Law of Social Development (LGDS, by its Spanish acronym), it is stipulated that the

data source for this measurement is the INEGI, specifically the National Survey of Household Income and

Expenditure (ENIGH, by its Spanish acronym). This survey aims to provide a statistical overview of

household income and expenditure patterns, including their amounts, origins, and distributions.

Furthermore, it offers insights into the occupational and sociodemographic characteristics of household

members, as well as details about housing infrastructure and household equipment. In this instance, we

present the results of the 2022 edition, conducted from August 21st to November 28th of that year. The

survey is carried out every two years.

Please select your preferred contribution (you may select both options):

☒ Presentation

☐ Paper (to be submitted by 20 October)

Evolution of the training of survey staff to improve the efficiency of the process through the use of an online platform - Arturo Blancas Espejo and Araceli Martínez Gama (INEGI, Mexico)

Languages and translations
English

Evolution of the training of survey staff to improve the efficiency of the process through the use of an online platform

GENERAL DIRECTORATE OF ECONOMIC STATISTICS

DEPUTY GENERAL DIRECTORATE OF ECONOMIC SURVEYS

SUB-DIRECTORATE OF NEEDS DOCUMENTATION, DESIGN AND PROCESSING OF SPECIAL SURVEYS-Fernando de Lira

June 2023

3

Set of surveys that are carried out in the country with national and international standards and are oriented towards the production of basic economic information, on the main characteristics of companies and establishments in the context of the National System of Statistical and Geographic Information (SNIEG).

Measurement of economy

Integrated System of Surveys in Economic Units (SIEUE)

4National Economic Surveys (NES)

Sector Sample (economic units)

Number of questions per survey

Monthly Annual Total 29,759 Construction 3,957 42 173 Manufactures 8,765 43 124 Trade 6,611 24 133 Services 9,802

31 118

Transport 624 122

The System mainly covers the measurement of 5 sectors of economic activity through National Economic Surveys (NES) that are carried out on a monthly and annual basis. The surveys are collected through 10 questionnaires and are applied to around 30,000 economic units.

5

10 Regional directions

34 State

coordination offices

718 Multisurveys Interviewers*

Territorial structure of the INEGI of the NES

Headquarters

* They collect information from the 5 NES.

Training in the NES 6

The Institute collects monthly information from around 30,000 economic units, from the five surveys, through a structure of more than 700 interviewers located throughout the country; training is carried out annually to train about conceptual and methodological updates.

Face-to-face training in two phases

Phase 1 Headquarters of the

Institute

Phase 2 34 State Coordination

Offices*

34 Department heads

718 Interviewers

Receive the training

* It was combined with the use of computer tools

Information and Communication Technologies (ICT) facilitated access to training serving the entire country.

Given the emergence of the contingency by COVID-19, in order to care for staff by avoiding contagion in transfers and groupings, managers of the National Institute of Statistics and Geography (INEGI), visualized the need to increase the use of digital media to give continuity to the generation of statistical information offered by the Institute.

The instructor and facilitator staff adopted new skills to carry out their activities and motivated the trained staff to acquire the necessary skills for their learning.

Training evolution 7

100% online training was strengthened, maintaining quality standards in the collection of information.

ICT became the center of virtual, online, distance and home office education; these have provided new ways of executing each of the tasks carried out in the Institute and have helped the Headquarters and State Coordination Offices Staff to have communication and interaction.

8ICT and training

Work tools

• Excel, Word, PowerPoint Microsoft Office 365

In this sense, there are various tools and instruments that are part of ICT and that have been considered for different purposes

9

Communication tool

Microsoft TEAMS

Application tools

• SICAP platform MOODLE Platform

• FORMS Microsoft 365

ICT tools

Promotion of self-learning, each user can study at their own pace, saving time.

Research skills, the ability to search for reliable information on the Internet is worked on.

Proactivity, each person is responsible for their learning and the facilitator takes the role of guide in the process.

10

Adaptation to the methodologies, resources and didactic strategies.

The information is diversified reaching more people.

Interaction with people from other parts of the country.

Advantages of the use of ICT in training

11

1 The logistics and preparation of online and distance training courses are carried out in several stages. 2 These events are scheduled according to the needs of the topics of the Economic Surveys.

Training logistics1

Analysis of training needs: improvement in didactic exercises on the questionnaires.

Design of the training program2: using the Comprehensive Training System (SICAP) and group video calls (TEAMS) with the participation of subject matter experts and tutors.

Development, organization of content and training materials.

Implementation of the training program: In SCIAP: availability of materials and inputs such as exercises and evaluations on the platform. By group video call (TEAMS) the tutor provides the materials and supplies according to the development of the training.

Evaluation: learning is measured based on the results.

12Comprehensive Training System (SICAP)

Conclusion 13

Online training has made it possible to reduce the time invested during face-to-face training by at least 50%, and almost all of the monetary resource, to clarify doubts in a more inclusive way. On the other hand, the SICAP platform allows greater control over the evaluations, as well as their analysis.

The strategies implemented together with other innovations make it possible to efficiently achieve the objectives and continue to favor the processes of gathering information, maintaining the quality levels of the Institute.

Contacts:

José Arturo Blancas Espejo Director General of Economic Statistics [email protected]

Araceli Martínez Gama Deputy Director General of Economic Surveys [email protected]

Juan Fernando de Lira Delfin Sub-Director of Needs Documentation, Design and Processing of Special Surveys [email protected]

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