This chapter discusses the guidelines in the scrutiny/field editing of the accomplished questionnaires for the 2022 Community-Based Monitoring System (CBMS) while the enumeration is still in progress. Some of the errors that you might observe during the field editing may just be clerical omissions, which can easily be resolved and corrected. However, some could be gross errors that would require revisiting the household for verification. In such a case, the Enumerator (EN) should be instructed to revisit the household. It is important that all missing and inconsistent entries in the questionnaires should be verified.

Scrutiny/field editing of accomplished CBMS Form 1 (Listing Record of Buildings, Housing Units and Households), CBMS Form 2 (Household Profile Questionnaire), CBMS Form 3 (Waiver/Consent Form), and CBMS Form 4 (Barangay Profile Questionnaire) should be done by the PSA provincial focal person/team and Head CBMS Area Supervisors (Head CAS) with the assistance of the CAS and Team Supervisor (TS). As a general rule, CASs and TSs must discuss with the concerned ENs the accomplished questionnaires/forms with items that are found to have no entries or have inconsistent, unreasonable or incomplete entries.

The Head CAS, CAS and TS should scrutinize/edit all accomplished CBMS Forms while the enumeration is still in progress. The detailed instructions in the scrutiny/editing of CBMS Forms 1, 2 and 3 are discussed in the Section A of this chapter. Meanwhile, Section B of this chapter provides detailed instructions on scrutinizing/field editing the CBMS Form 4.

Scrutinizing and Field Editing CBMS Forms 1, 2 and 3

Validation and consistency checks are embedded in the CAPI application systems developed for the CBMS Forms 2 and 3, which will then be the basis of the CBMS Form 1. A manually prepared CBMS Form 1 is also advised for both CAPI and PAPI implementation of the CBMS in order to assist in checking the outputs of the ENs. Moreover, manual checks should still be made on aspects that cannot be comprehended by the CBMS Mobile Application.

The general guidelines in scrutinizing questionnaires/forms are as follows:

  1. When using the CBMS Mobile Application, go over the list of cases for scrutiny by going to the Cases for Scrutiny tab under the MAIN FORMS module and Form 2 (Household Profile Questionnaire) sub-module. Generate the error list by tapping on the View Error List button. The following are other succeeding steps that should be undertaken by the TS, CAS and Head CAS:

    a. Examine the generated error list. If there are cases with no errors/inconsistencies, tag them as ‘Verified’. The supervisor may input remarks, if necessary, before verifying the cases. Meanwhile, download the cases that need scrutinization and verification. Scrutinize and verify each of the downloaded cases in the For Verification tab. If the inconsistencies/errors can be addressed without revisiting the household or verifying with the EN, the supervisor may opt to make the necessary corrections by clicking on the Modify button. This is to be done only when the supervisor can ensure that he/she can address all the items in the error list. Otherwise, he/she may return it to the EN for updating by clicking on the Return button. After editing the Form 2, generate the error list again by clicking on the Generate Error List button. If all errors were already addressed, tag the case as ‘Verified’. Indicate remarks/notes if there are any. Upload the verified cases in the Verified tab. If the inconsistencies/errors need to be verified with the household or with the EN, return the Form 2 to the concerned personnel (EN, TS, or CAS depending on the Supervisor performing the scrutiny) by tapping on the Return button. Input all the comments/instructions before returning the case.

    b. Check also the CBMS Form 1 (by going to the REPORTS module) for further review of the extent of coverage of the EN. Refer to the remarks made for each case as these can help in the scrutinization of the Form 2.

    c. As part of the responsibility of the CBMS supervisor, there is a need to administer the CBMS Form 17 or the Spot-check/Reinterview Record. The CBMS Form 17 allows the supervisor to check whether the EN followed procedures and key concepts in the CBMS questionnaires correctly. Results of the comparison of the CBMS Form 17 with the CBMS Form 2 can also be studied and can serve as a basis for the Head CAS/CAS/TS to recommend editing of responses and/or reinterview of households. Guidelines on how to accomplish CBMS Form 17 will be discussed in Chapter IX of this manual.

  2. Each household visited by EN should have a corresponding CBMS Form 2. The status of interview or summary of visit section of the CBMS Form 2 should also be recorded in the CBMS Form 1.

    The following should have CBMS Form 2 and should have a corresponding entry in the CBMS Form 1:

    • All households in occupied housing units;
    • All vacant housing units;
    • All vacation/rest houses;
    • All housing units occupied by persons who are excluded from enumeration;
    • All housing units occupied by non-usual residents; and
    • All commercial/industrial/agricultural buildings/areas with residents/ households, homeless persons, and persons living in vehicles/caves/boats/ tents.
  3. The Building Serial Number (BSN), Housing Unit Serial Number (HUSN), Household Serial Number (HSN) in the CBMS Form 1 should be matched with those in CBMS Form 2. BSN, HUSN and HSN should not have a value of 0000. Form 2 with special HSNs (7777, 8888, 8889 and 9999) should have no household members.

  4. The name of the household head and address listed in CBMS Form 1 should be matched with those in CBMS Form 2.

  5. The total number of household members by sex in CBMS Form 1 should be matched with those in CBMS Form 2.

  6. The geographic coordinates, location data, and other information on the geographic identification panel should be accomplished on the first visit regardless of the result of visit. Results of geotagging should be reflected in both CBMS Forms 1 and 2.

  7. Housing units and households located in the same building should have the same geographic coordinates and BSN.

  8. Housing units within the same building should have the same responses in type of building (R01).

  9. Housing units in a multi-storey building should have the same responses in main construction material for the roof (R03). The main construction material of the roof of the housing unit/s on the topmost floor should be considered.

  10. All households with completed interviews or with fully accomplished CBMS Form 2 and who agreed to sign a waiver should also have a corresponding CBMS Form 3. The waiver of a Form 2 can be checked/viewed by tapping the Waiver button.

  11. All households who refused to answer the CBMS Form 2 will no longer be asked to sign the CBMS Form 3. This means that they have also refused to waive/give consent to the PSA of sharing their data for use in the targeting of beneficiaries for social development programs.

  12. Review the responses in “Others, specify”fields. Check if the responses do not fall in any of the listed choices or categories provided for each item. Recode responses if necessary.

List of Data Items for Consistency Checking in Form 2

General Consistency Checks

  1. The following data should be checked given their utter importance in the generation of CBMS indicators:

    • Number of daughters of the household head
    • Number of sons of the household head
    • Number of household members below 5 years old
    • Number of household members 15 years old and over
    • Number of nuclear families
    • Number of household members currently attending school
    • Levels of highest educational attainment of each household member
    • Number of household members who did any work for at least one hour, including work from home or telecommuting during the past week
    • Number of household members who wanted to work more hours during the past week
    • Number of household members with health insurance (Philhealth or private health medical insurance)
    • Number of household conveniences owned by type
    • Number of ICT devices owned by type
    • Main construction materials of roof
    • Main construction materials of outer wall
    • Main construction materials of floor
    • Number of bedrooms in the housing unit
    • Tenure status of housing unit
    • Main source of drinking water
    • Presence of electricity in the dwelling unit
    • Total amount of food consumption expenditure in the past 12 months should not exceed the total annual family income
  2. “Others, specify” categories that are selected must have entries in the space provided for SPECIFY.

Section A: Demographic Characteristics

  1. Household Head

    • There should only be one (1) household head in every CBMS Form 2 (HPQ). Line number of the household head should be 1.
    • Verify whenever the respondent indicates that a household head is aged below 15 years old as of June 30, 2022. EN should add a note certifying this information.
    • OFWs are allowed to be household heads.
  2. Names of household members

    • Observe and remind the ENs to show the list of household members to the respondent so they can ensure that correct spelling and information are entered in the CBMS Form 2.
    • Fields for last name, middle name and first name are required to be accomplished. Put suffixes as may be necessary. Note that the full middle name, not just the middle initial/s, should be recorded whenever applicable.
  3. Total Number of Household Members

    • Check the total number of household members indicated in the listing record and in the summary of visit section of the CBMS Form 2. Total number of household members should tally with the total number of males and females.
    • The maximum Line Number should be the same as the total number of household members.
  4. Nuclear Family (A03 and A04)

    • Check for the consistency of the number of nuclear families in the Summary of Visit Section with the Nuclear Family Assignment (A03) of the household members.

    Example:

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    In the example above, table 1 showed that Household Member Emma was assigned in Nuclear Family 5 but the Number of Nuclear Families in the Summary of Visit is 04 only. It should be corrected that the Nuclear Family assignment of Emma should be 04.

    • There should only be one (1) nuclear family head for every nuclear family.
  5. Relationship to the Household Head (A02) and Relationship to the Head of the Nuclear Family (A04)

    • Relationship to the household head (A02) and Relationship to the Head of the Nuclear Family (A04) should not be blank for all the members of the household
    • The household head should be the head of the first nuclear family.
    • The number of nuclear families must not exceed the number of household members.
    • The spouse of the household head in A02 should also be the spouse of the family head of the first nuclear family in A04. Sons and daughters of the household head in A02 should also be sons and daughters of the family head of the first nuclear family in A04.
    • If a household has one (1) member only, answers in Relation to Household Head (A02) and Relationship to Nuclear Family Head (A04) should be “01 Head” and “0 One man HH”, respectively. Moreover, the member should be in the first/only nuclear family (A03 = 1).
  6. Relationship to the Household Head (A02) and Age (07)

    • A spouse aged 9 and below as of June 30, 2022 needs to be verified. EN should add a note certifying this information.
    • A son-in-law or a daughter-in-law aged below 10 years old as of June 30, 2022 needs to be verified. EN should add a note certifying this information.
    • A grandson or a granddaughter aged 60 and above as of June 30, 2022 needs to be verified. EN should add a note certifying this information.
    • A household head’s father or mother in A02 and A04 aged below 30 years old as of June 30, 2022 needs to be verified. EN should add a note certifying this information.
    • A domestic helper aged below 10 years old as of June 30, 2022 needs to be verified. EN should add a note certifying this information.
  7. Sex (A05) of the household members

    Check for the consistency of the number of males and females in the Summary of Visit Section with the sex (A05) of the household members.

    Sex (A05) should not be blank for all the members of the household.

    The sex (A05) of the household members should be consistent with the relationship to the head of the household (A02). For instance, a daughter of the household head (A02) should be a female (A05). The following may serve as guide for your checking:

    Relationship to the Household Head (A02)Sex (A05)
    03 Son1 Male
    04 Daughter2 Female
    05 Stepson1 Male
    06 Stepdaughter2 Female
    07 Son-in-law1 Male
    08 Daughter-in-law2 Female
    09 Grandson1 Male
    10 Granddaughter2 Female
    11 Father1 Male
    12 Mother2 Female
    13 Father-in-law1 Male
    14 Mother-in-law2 Female
    15 Brother1 Male
    16 Sister2 Female
    17 Brother-in-law1 Male
    18 Sister-in-law2 Female
    19 Uncle1 Male
    20 Aunt2 Female
    21 Nephew1 Male
    22 Niece2 Female
    • Note that the household head and spouse in A02 could either be male or female.

    • The sex (A05) of the household members should be consistent with the relationship to the head of the nuclear family (A04). For instance, a brother of the family head (A04) should be a male (A05).

    Relationship to the Head of the Nuclear Family A04Sex A05
    4 Son1 Male
    5 Daughter2 Female
    6 Brother1 Male
    7 Sister2 Female
    8 Father1 Male
    9 Mother2 Female
    • If code “2 Spouse” is used in Relationship to the Family Head (A04), ensure that the sex of the spouse and the head of the family are not the same, i.e., one is male and one is female. On the other hand, if code “3 Partner” is used, check if the sex of the spouse and the head of the family are the same.
  8. Birthdate (A06) and age (A07) of the household members

    • Check for the consistency of birthdate and age stated by the respondent for each of the household members. Note that this is one of the important data items needed for other questions that require age spanner or age restriction, thus all household members should have age. Please note that we compute or use the age of the household members as of June 30, 2022.
    • Follow the date format as indicated in the questionnaire (i.e., MM/DD/YYYY).
    • Any manual computation should be reflected in the computation sheet. Such filled out computation sheets should also be submitted to the TS for reference. When CBMS Mobile Application is used, the age is computed automatically by the application. Let it be a practice though to confirm a household member’s age every after computation.
  9. Marital status (A09) and Age (A07)

    • Household members aged below 10 years old are coded as single. In cases when a household member is not single but is aged 0 to 9 years old as of June 30, 2022, verify with the household or EN. EN should add a note certifying this information.
  10. Marital status (A09) and Relationship to Household Head (A02)

    • Spouses should not be single, widowed, divorced, separated, or annulled. - Son-in-law and daughter-in-law should not be single.
  11. PhilID (A12 to A14) and City/Municipal LGU ID (A15 to A16)

    • If a household member has a PhilID (A12), there should be a response in A13. Response in A13 could be the Philsys Card Number or codes for “Don’t Know” or “Not open to share”.
    • If a household member has no PhilID yet (A12), there should be a response in A14. Response in A14 could be “Yes”, “No” or “Don’t Know”.
    • As a CBMS supervisor, you are to check with the city/municipal LGU if the city/municipal LGU has an ID card for its constituents. Examples of these are QCitizen ID in Quezon City and Makatizen card in Makati City. If the city/municipal LGU does not offer such ID, there should be no responses in A15 to A16.
  12. Solo Parent (A17 to A18)

    • Solo parents aged below 10 years old as of June 30, 2022 are not covered in A17.
    • All solo parents in A17 should have a response in A18.
  13. Senior Citizen (A19) and Age (A07)

    • All household members aged 60 and over (A07) should have responses in A19.
  14. Functional Difficulty (A20)

    • Household members aged below 5 years old as of June 30, 2022 should not have entries/responses in A20.

Section B: Migration

  1. Age spanner

    • B01 to B05 should not have answers for household members aged below five (5) years old as of June 30, 2022.
    • B06 to B10 should not have answers for household members aged below 10 years old as of June 30, 2022.
  2. Current city/municipality

    • Note that the current city/municipality being talked about in B01, B02 and B04 refers to the household member’s present or current address, i.e., the household’s location or address as of July 1, 2022.
    • If the response in B02 or B04 is not “Same as current city/municipality”, there should be responses in B03 and B05, respectively.
  3. On Mother’s Residence at the Time of Member’s Birth (B01), Member’s Residence Five (5) Years Ago (B02) and Member’s Residence Six (6) Months Ago (B04)

    • These items are to be compared with the current city/municipality defined above, not with each other.
    • If answers in these items are not the same with current city/municipality but within the country, indicate in the blank provided the name of the province and city/municipality and their corresponding codes. If answers are other countries, indicate in the blank the country and the corresponding code.
  4. Overseas Filipino Indicator (B06)

    • Check whether the household member included in the roster who was considered as OFW satisfies the requirements or definitions stated in (A) Demographic Characteristics and (B) Migration in Enumerator’s Manual. If the supposed household member does not seem to satisfy the definitions of OF, then he/she should either be removed in the roster of the household members, or the indicator or code in B06 should be revised. Verify also that the designated household head should not be tagged as OF in item B06.

Section C: Education and Literacy

  1. Age spanner

    • C01 to C02 should not have answers for household members aged below five years old as of June 30, 2022.
    • If the household member is attending his/her second degree (for example, he/she is currently a third year BS Accountancy student, but he/she is also a BS Mathematics graduateV HGC will he BS Mathematics then current grade will be 3rd year college. Put remarks explaining the scenario.
    • School attendance data items (C03 to C06) should not have answers for household members aged below three years old and more than 24 years old as of June 30, 2022.
    • Technical-vocational education and training (TVET) and skills development training data items (C07 to C09) should not have answers for household members aged below 15 years old as of June 30, 2022.
  2. Basic literacy (C01) and highest grade completed (C02)

    • Check if responses in Basic literacy (C01) and Highest grade completed (C02) make sense. For example, the respondent mentioned that he/she cannot read or write (No in C01) but is a high school or bachelor’s degree graduate.
  3. Age (A07) and highest grade completed (C02)

    • Check if age (A07) and highest grade completed (C02) seem sensible. For example, a 6-year-old child finished a doctoral level. While there may be some exemptions to this like a 11-year-old who graduated college, this may not be generally the case. Ensure that there are remarks certifying the special cases.
  4. Highest grade completed (C02) and current grade or year being attended (C05)

    • Note that the highest grade completed should be one (1) level lower than the current grade or year being attended unless the household member is attending his/her second degree .Consider the following examples:

      • If the current grade is 3rd year college, HGC should be 2nd year college
      • If the current grade is Grade 7 (00024011), HGC should be Elementary Graduate (00010018)
      • If the current grade is Grade 11, HGC should be Junior High School Graduate.
    • For Highest Grade Completed, specify the following:

      • The Strand, if Senior High School Graduate
      • The Program, if Bachelors, Masters or Doctorate Degree Graduate
  5. Current school attendance (C03), School Type (C04), and Reason for not attending school (C06)

    • C06 should have a response if the specific household member is not currently attending school (C03 = 2). C06 should not have a response if the specific household member is currently attending school (C03 = 1).
    • C04 should have a response if the specific household member is currently attending school (C03 = 1). C04 and C05 should not have a response if the specific household member is currently attending school (C03).
  6. Reason for not attending school (C06) and Sex (AQ5)

    • If reason for not attending school is pregnancy (code 04). the sex of the household member should be female (code 02)
  7. TVET and skills development training (C07 to C09)

    • If a specific household member has graduated or completed a TVET course, he/she should have a response in C09.
    • If a specific household member is currently taking or in the process of completing a TVET course, he/she should have a response in C09.
    • If a specific household member has both graduated or completed a TVET course and is currently taking or in the process of completing a TVET course, his/her responses in C09 should include the completed TVET course and the one he/she is currently taking.

Section D: Community and Political Participation

  1. Age spanner

    • Household members aged below 15 years old as of June 30, 2022 are not covered in this section.
  2. Voting (D01 to D02)

    • Household members who are not registered voters (D01 = 2) should not have responses in D02.
  3. Volunteer work (D03 to D13)

    • If a specific household member has a “Yes” response in either or all of D03, D05 and/or D06, there should be responses in D07, D08 and D09.
    • If a specific household member has a “Yes” response in D10, there should be responses in D11 to D12.
    • Those with “Yes” responses in either or all of D03, D05, D06, and D10 should have responses in D13.
    • A reference file derived from PSOC is used for possible responses in D08 and D12. Note that additional digits are included to the PSOC codes to consider country-specific examples of volunteer work.

Section E: Economic Characteristics

  1. Coverage

    • Household members aged below five (5) years old as of June 30, 2022 are not covered in this section.
    • Household members who are Overseas Filipino Workers as reflected in Section B, (i.e., those who answered codes 1, 2, 3 and 6 in B06) are not covered in items E01 to E38 of this section.
  2. Primary Occupation (E07 to E08) and Last Occupation (E35 to E36); and Industry (E09 to E10, and E37 to E38)

    • If a household member’s primary occupation was related to agricultural activity (e.g. farmer, fisherfolk, poultry operator), then answer in G11.1 should be ‘1 Yes’ and G11.2 should reflect the line number of the household members who engage in any agricultural activity.
    • Check the consistency between the highest grade completed and the course/degree program vis-a-vis the responses in E07 and E08 and in E35 and E36. For instance, a household member who is a High School graduate is reported by the respondent as working as a Head Engineer.
    • Specific occupation (E07 and E35) and industry (E09 and E37) should be reported in order to help in the verification of the codes entered in E08, E36, E10 and E38.
    • Check if there are items with the label “FOR FURTHER VERIFICATION” in PSIC and PSOC during the interview. While the ENs are allowed to temporarily use the code for “FOR FURTHER VERIFICATION” during the interview, specific PSOC and PSIC codes should be indicated by the EN in items E08, E36, E10, E38 before submitting the Form 2 to his/her supervisor.
  3. Hours worked

    • The normal working hours per day in E12 should not be more than the total number of hours worked (E14) in the past week.
    • The total number of hours worked in the past week (E14) should be equal or less than the total number of hours worked for all jobs during the past week (E23).
    • If the total number of hours worked for all jobs during the past week (E23) is more than 48 hours, then there should be an answer in E24. The choices are categories 11 to 15 and 99.
    • If the total number of hours worked for all jobs during the past week (E23) is less than 48 hours, then there should be an answer in E24. The choices are categories 20 to 32 and 99.
  4. Basis of Payment (E19)

    • This item, together with E20, is to be asked if the respondent answered codes 0, 1, 2 and 5 in E18.
    • Category 4 (Monthly) is to be used if the salary or wage is on a monthly basis even if payment is given every week or every 15th or 30th day of the month, or twice a month.
    • If the response in this item is code 5, 6 or 7, there should be no response in Basic Pay per day (E20).
  5. Looked for work or tried to establish business (E25) to Industry type of last work (E38)

    • These items should have answers only if the household member did not work or had business during the past week.
  6. Reason for not looking for work (E29)

    • This is to be asked if the household member did not look for work or try to establish business during the pass week (E25 = 2)
    • Skipping instructions vary depending on the response in E29. If the response in E29 is 00 to 03, the next item that should have a response is E31. If the response in E29 is 04 to 05, the next item that should have a response is E30. Check the CBMS Enumerator’s Manual for further details on the skipping instructions in E29.
  7. Agricultural Land Ownership (E39 to E44)

    • sAll household members 15 years old and over should have an answer in E39.
    • sHousehold members with agricultural lands are covered in E40 to E44, i.e., if the specific household member is category 2 in E39.

Section F: Entrepreneurial and Household Sustenance Activities

  1. Sustenance activity (F01 and F02)

    • Sustenance activities conducted by all household members should be considered, i.e., nonrelatives may be able to contribute to the household’s sustenance activities.
    • If the answer in F01 is “1 Yes” and there’s at least one “1 Yes” in F02 A to C, then the answer in Section G (Agriculture and Fishery Activities) item G11.1 should be “1 Yes”. In other words, if the household produced goods mainly for home consumption through fishing, gathering shells, snail, seaweeds, corals, etc., or farming, gardening, raising livestock and poultry, then they should be considered to be engaging in agricultural activities.
  2. Entrepreneurial activity (F03 to F05)

    • The specific entrepreneurial activities indicated in F04 and F05 should be consistent with the response given in F03. For instance, if category F (Manufacturing) is chosen in F03, the specific entrepreneurial activity and the corresponding PSIC code should pertain to manufacturing activities.
    • All industries chosen in F03 should have at least one (1) corresponding specific entrepreneurial activity and PSIC code in F04 and F05.
    • There should not be items labeled as “FOR FURTHER VERIFICATION” in PSIC in F04 and F05. While the ENs are allowed during the interview to temporarily use the code for “FOR FURTHER VERIFICATION”, specific PSIC codes should be indicated in F04 and F05 before submitting the Form 2.
    • If there is at least one (1) “Yes” answer in F03 categories A (Crop Farming and Gardening), B (Livestock and Poultry Raising) and C (Fishing), then the household should be considered to be engaged in Agriculture and Fishery Activities to be reflected in Section G (Agriculture and Fishery Activities) item 11.1.
  3. Operation of Entrepreneurial Activity (F09 and F10)

    • If the entrepreneurial activity has consistently been in operation from July 2021 to June 2022, category M should be chosen in F09. No other codes should be chosen.
    • The total number of persons who worked for the entrepreneurial activity (F10) should be equal to the sum of the number of working owners and unpaid workers, and the number of paid employees.

Section G: Agriculture and Fishery Activities

  1. Operator in agricultural activity (G01)

    • This item is to be answered only if there is at least one (1) “Yes” in F03 A to B.
  2. Parcel irrigation (G05) to Rainfed upland or lowland (G07)

    • These items should have answers if the answer in G03.1 is either “1 Crop Farming” or “3 Both crop farming and livestock and poultry”.
  3. Engagement in agricultural and fishery activities (G11.1)

    • This item should be asked to all households.
  4. Engagement in agricultural and fishery activities (G11.1) and Insurance Availment (K10)

    • If the household does not engage in any agricultural or fishery activities (G11.1 is “2-No”), check the household’s availment of Crop, Livestock and Poultry and Fisheries Insurance (K10 H to J)
  5. Engagement in agricultural and fishery activities (G11.1) and entrepreneurial activities (F03A to C)

    • If any household member engages as operator in crop farming and gardening, livestock and poultry raising and fishing, i.e., answer in F03 A-C is “1-Yes”, check the household’s engagement in agricultural and fishery activities (G11.1)
  6. Permanent and temporary crops (G20) to Percentage decrease in the latest harvest (G26)

    • These items should have answers if the answer in G12 A Growing of Crops is ‘Yes’ and G13 is ‘1 Operator in own household farm’.
  7. Livestock and poultry raised and tended (G27) to Percentage decrease in the latest livestock/poultry produced (G33)

    • These items should have answers if the answer in G12 B Livestock and Poultry is ‘Yes’ and G13 is ‘1 Operator in own household farm’.
  8. Number of aquafarms being operated (G34) to Percentage decrease in the latest aquaculture production (G46)

    • These items should have answers if the answer in G12 C Aquaculture and Poultry is ‘Yes’ and G13 is ‘1 Operator in own household farm’.

Section H: Family Income

  1. Coverage

    • On H01 to H04, the income for the past 12 months of the family members listed in the household roster in Section A should be considered. Include also the remittances of OFW family members. Income of nonrelatives, domestic helpers and boarders should be excluded.
    • On H05, the income for the past 12 months of the former family members should be recorded.
  2. Annual Family Income

    • A household with entrepreneurial activities (Yes in any industry in F03) should have positive/nonzero entry/ies in Net receipts derived from the operation of family operated enterprises/activities (H03.D) and/or Net receipts derived from the operation of practice of a profession or trade (H03.E).
    • On H06, the total annual income should be the sum of the total annual income of current family members and former family members in the past 12 months.
    • If the respondent refuses to share information, H07 should be marked as ‘No’. While there are refusals to share detailed information on sources of income, total annual income from family members (H04) and total annual income from current family and former family members (H06) should be estimated considering all the information even those not shared in detail.

Section I: Food Consumption

  1. Total Annual Food Consumption Expenditure

    • The annual family’s food consumption expenditure given by the respondent should be checked by EN considering the following food items/expenditures. Observe and remind the ENs to cover all of these and use the computation sheet as may be necessary:

      • Food consumed at home:

        • A. Bread and cereals e.g., rice, corn, flour, noodles, pasta, kakanin)
        • B. Meat (e.g., fresh/chilled/frozen beef, pork, chicken, and other meat; edible offals; preserved and processed meat)
        • C. Fish and seafood (e.g., fresh, chilled or frozed; dried, smoked or salted; canned or bottled)
        • D. Milk, cheese and eggs
        • E. Oils and fats (e.g., butter, margarine, corn/coconut and other edible oils)
        • F. Fruits (fresh, dried/preserved) and nuts
        • G. Vegetables
        • H. Sugar, jam, honey, chocolate, and confectionery e.g., ice cream/sorbet/edible ice, chewing gum, candies, pastilles, meringue, bukayo)
        • I. Food products not elsewhere classified e.g., salt, spices and culinary herbs, sauces, condiments and seasonings, vinegar, broth, soup stock, baby food, coffeemate)
        • J. Coffee, tea and cocoa
        • K. Mineral water, softdrinks, fruit and vegetable juices
      • Food regularly consumed outside

        • L. Food regularly bought and eaten by the family members outside the home like snacks, lunch and others (e.g., food bought and eaten in carinderia/cafeteria during lunch/snacks in the office; allowance for snacks and meals at school of members of the household who are attending school)
        • M. Cooked food bought outside the home but eaten at home (e.g., FoodPanda and Grab Food deliveries or fast food delivery for usual merienda/snacks/breakfast/lunch/dinner at home)
        • N. Cooked food regularly given for free by neighbors, relatives, and friends
    • The answer in I01 (Usual or Average Expenditure) should be greater than 0. If the family did not spend money on food (for cases where food was provided by relatives, friends, neighbor, etc.), I01 should reflect the monetary value (in PHP) of the food received by the family.

    • Check the computation sheet. Total Annual Family Food Consumption can be estimated using the formula below:

    placeholder

    i.e., add the Expenditure on Food Consumed Occasionally (I03) to the product of the Usual or Average Expenditure (I01) and Frequency (I02).

    Please note that the value of Frequency (I02) varies depending on the preference of the respondent/household. The following are its possible values:

    If Daily, Frequency = 365

    If Weekly, Frequency = 52

    If Every 15 days, Frequency = 24

    If Monthly, Frequency = 12

  2. Total Annual Food Consumption Expenditure and Total Annual Family Income

    • If the total annual food consumption expenditure in Section I is higher than the value recorded in G06 (family’s total income), there is a need to verify with the EN (and consequently with the respondent) on either of the recorded entries.

    Also, check the possibility of typographical error. For example, the value given by the respondent was PHP200 but the EN encoded PHP20.

    Example:

    The family’s annual income recorded in G06 is PHP450,000, their average weekly consumption on food is PHP 60,000 (Section I) and their expenditure on food consumed occasionally is PHP 10,000. If you estimate their annual consumption of food, it will be PHP3,130,000 (60,000 X 52 + 10,000). This is almost 7 times their annual family income. You may verify with the EN/respondent or check the notes. It is possible that instead of PHP 6,000, the data recorded in Section I was PHP 60,000.

    • Check the percentage share of the annual food consumption expenditure to the total annual family income. Observe and remind the ENs to probe and check or verify with the computed percentage share of the annual food consumption expenditure to the total annual family income.

Section J: Food Security

  • All data items in Section J should have a response.

Section K: Financial Inclusion

  1. Coverage

    • All household members are considered in Section K.
  2. Financial accounts and Savings (K01 to K06)

    • If at least one member of the household is reported to have a formal financial account in K01, there should be a response in K03.
    • If the respondent preferred not to answer K01, K02 and K03 should not be asked anymore.
    • Reason for not having financial accounts (K02) should have a response if the answers in categories A to Z of K01 are all ‘No’.
    • If the answer in K01 is ‘Yes’ and there is at least one (1) ‘Yes’ in K03 A to G, the answer in K04 and K05 A (Formal Financial Account) should automatically be ‘Yes’. In contrast, if answers in K01 A to Z are all “No”, the answer in K05 A (Formal Financial Account) should automatically be “No”.
    • If the household does not have savings (K04 = 2), the household should be asked for the reason for not having savings in K06. There should be no answer in K05 if the household does not have savings.
  3. Loans

    • If at least one member of the household is reported to have an outstanding loan as of date of visit, there should be a ‘Yes’ response in K07. Subsequently, K08 and K09 will be asked for those households with a ‘Yes’ response in K07.
  4. Insurance

    • Check the consistency in the responses on the following in relation to household’s access to insurance in K10:
    • Use of financial accounts to pay for bills like insurance (code L in K03)
    • Insurance was indicated as a purpose of the loan (code I in K09)
    • Life insurance
    • Health insurance
    • Households with at least one member engaged in agricultural or fisheries activities (Yes in G11.1; and ‘Yes’ in categories A to D and F in G12) must be asked to respond particularly if they have crop insurance (code H), livestock and poultry insurance (code I) and fisheries insurance (code J).

Section L: Health

  1. Coverage

    • Questions pertaining to pregnancy and lactation/breastfeeding (L01 to L09) should pertain only to female household members aged 10 years old and over as of June 30, 2022.
    • If ‘Yes’ is the response in L01 (Household members who had been pregnant in the past 3 years), L02 to L05 should have responses.
    • If ‘Yes’ is the response in L06 (Currently pregnant household members), then L07 should have a response.
    • If ‘Yes’ is the response in L08 (Currently lactating/breastfeeding household members), then L09 should have a response.
    • Questions L10 to L14 pertain to former household members aged 0 to 5 years old. If ‘Yes’ is the response in L10 (Child aged 0 to 5 years old born alive but later died), then L11 to L14 should have a response.
    • Questions L15 to L32 pertain to household members with disability, cancer patients/persons living with cancer/cancer survivors, persons with rare disease. If ‘Yes’ is the response in L15 (At least one household member has a disability), then L16 to L17 should have a response. If ‘Yes’ is the response in L19 (At least one household member is a cancer patient/person living with cancer/cancer survivor), then L20 should have a response; and so on.
    • Questions L33 to L41 pertain to illness, sickness and injury experienced by household members in the past month. If ‘Yes’ is the response in L33 (At least one household member has a disability), then L34 to L41 should have responses.
    • Given the nature of COVID-19 and other communicable/common infectious diseases, it is possible that there were more than three (3) household members who got ill or sick. Hence, the EN should be able to use extra sheets or booklets to record answers pertaining to other household members. If CAPI will be implemented, the CBMS Mobile Application should be able to allow selection of all applicable household members.
  2. Persons with disability

    • Note that not all persons with disability (PWD) have PWD IDs. Further, some have multiple disabilities that are not indicated in their PWD IDs. Hence, observe and verify if EN asked the questions on disability appropriately.
    • Some undiagnosed household members with ailments that are seemingly rare are covered in L23 to L28. EN should provide details in the “ Specify” portion if the disease is not yet diagnosed by a doctor. While not officially diagnosed as having a rare disease, this information might help the LGU in identifying persons who may be prioritized for physician visits for proper diagnoses.
    • If the person does not have any of the following: disability, cancer, cancer survivor, and rare disease, but was recorded as having a PWD ID (L30), then you or the EN should verify with the respondent.
  3. Illness, sickness and injury

    • If the answer is ‘No’ in L35, there should still be an answer in L37 (most recent illness/sickness/injury). There should be no response in L36.
    • If the answer is No in L38, there should be no responses in L39 and L40. But there should be a reason for not availing medical treatment (L41).

Section M: Climate Change and Disaster Risk Management

  1. Coverage

    • If ‘No’ is the response in M01, there should be no responses in M02 to M06.
    • Primary reason for decrease in water supply (M03) should only be answered if the answer in M02 A (Decrease in water supply) is ‘Yes’.
    • Number of hours for the flood to subside in M04 and M05 should have responses if the respondent indicated ‘Yes’ in M02 B (More frequent flooding).
    • Number of months the most recent drought lasted (M06) should have a response if the respondent indicated ‘Yes’ in M02 C (More frequent drought).
    • M07 should be asked to all households.
    • Households without experience of temporary evacuation from their current place of residence (‘No’ or ‘Don’t Know’ in M08) should not have answers in M09 to M12. But such households should have responses on M13 onwards.
  2. Exposure to disasters and other calamities (M13 to M16) and assistance received from various sources (M17 to M18)

    • Given that the TS, CAS and Head CAS has access to the CBMS Form 4 responses of the barangay, please report to the PSO-CSS/PSA Provincial Focal Person/PCCT the inconsistencies in the CBMS Form 4 and CBMS Form 2 entries (M13) on experiences of disasters and calamities. For instance, catastrophic earthquakes, floods, volcanic eruptions may have wide scale coverage and may be reported by multiple households in a barangay. Thus that particular barangay should also be able to report those significant events in the barangay in the CBMS Form 4.
    • If the response is ‘No’ in all calamities listed in M13, then there should be no responses in M14 to M18. Contrastingly, M14 to M18 should have responses if there is at least one (1) calamity that negatively affected the household in M13.
    • If the household was negatively affected by a calamity (at least one ‘Yes’ in M13 A to Z), there should be at least one (1) negative impact experienced by the household, i.e., there should be at least one (1) ‘Yes’ in M14 A to Z. In other words, answers in M14 A to Z should not be all ‘No’.
    • Estimated cost of damage to property (M15.A) and/or damage to crops and/or livestock/poultry (M15.B) should have responses if the respondent indicated in M14 that a calamity resulted to the household experiencing damage to property and/or damage to crops and/or livestock/poultry. Consequently, M16 should have a response if there is a ‘Yes’ response in M14 (damage to property). EN may indicate 0 in M16 if the household did not have the damages on the properties repaired.
    • If there is a ‘Yes’ response in M17 (Financial aid), check this response’s consistency with the total annual family income (H03).
    • Moreover, if there is a ‘Yes’ response in any forms of assistance listed in M17, check the response’s consistency with the household’s responses in all the programs in Section P, especially on the following programs which are linked to providing assistance and recovery from calamities and disasters:
    • Emergency Shelter Assistance (ESA) (P05 H)
    • Housing program (P05 I)
    • All social assistance program under Bayanihan Act programs (P15)
  3. Disaster preparedness kits (M19 to M24)

    • Household respondents with ‘No’ answers in M19 should have no answers in M20 to M22. Household respondents with ‘No’ answers in M20 should have no responses in M21 to M22.
    • There should be at least one (1) ‘Yes’ in M21 (Contents of disaster preparedness kits) if responses in M19 and M20 are both ‘Yes’, i.e., the household has a disaster preparedness kit, and the kit was shown to the EN.
    • There should be a nonzero response in M22 (Allocation in disaster preparedness kit) if responses in M19 and M20 are both ‘Yes’, i.e., the household has a disaster preparedness kit, and the kit was shown to the EN, , unless the household refused to disclose the amount allocated in the kit. Household's refusal to answer this question should be verified by the EN in the notes.
    • Items that were given for free to the household should also be considered in valuing the total cost of the disaster preparedness kit (M22).
  4. Disaster risk reduction and management planning participation of households (M25 to M26)

    • If ‘No’ is the response in M25, then there should be no response in M26.

Section N: E-Commerce and Digital Economy

  1. Coverage

    • If ‘No’ is the response in N01, there should be no responses in N02 to N10.
    • It should be verified to the household if the answer in N01 is ‘No’ but have previously mentioned in Sections E and F that they have used online platforms, e-commerce websites, mobile applications and social media to do their jobs and/or do business. It is expected that a household should have a ‘Yes’ response in N01 (and should thus be covered in Section N) if any or all of the following applies:
    • The respondent mentioned that at least one (1) household member used an online platform or mobile application in his/her work/job or business in the past week (E04).
    • The respondent said that the household has an entrepreneurial activity which made use of an e-commerce platform in performing business (F06), and/or made use of social media in selling goods and/or services (F07).
    • If the response in N03 is ‘No’, there should be no entry in N04.
  2. E-commerce and use of social media

    • There should be ‘Yes’ responses in N06.A (Electronic commerce, trade and transaction) and N08 (E-commerce platforms/applications/websites used) if the respondent said that the household has an entrepreneurial activity which made use of an e-commerce platform in performing business (F06), and/or made use of social media in selling goods and/or services (F07).
  3. Use of online platform for work

    • Check the consistency in the response in N09 (Online work) versus the response in E04 (used an online platform or mobile application in his/her work/job or business in the past week). If there is a ‘Yes’ response in N09 (Online work), then at least one (1) household member should be reported by the respondent to be using an online platform or mobile application in his/her work/job or business in the past week (E04).
    • Check the consistency between the amount reported in the compensation from regular/seasonal employment of the specific household member engaged in online work (H02.A to H02.C) vis-a-vis the total salaries/wages received by the household from online work through an online platform (N10). Response in N10 should be equal to the amount reported in H02 for the specific household member engaged in online work,
    • Check also the consistency between the amount reported in Basic Pay per Day of the specific household member engaged in online work (E20) versus the total salaries/wages received by the household from online work through an online platform (N10). Depending on the duration of time the said household member is engaged in online work, his or her computed total pay received (derived from his/her basic pay per day in E20) should not exceed the amount reported in N10.

Section O: Crime Victimization

  1. Coverage

    • If there are no household members who became a victim of a crime in the past 12 months (‘No’ in O02), there should be no responses in O03 to O08.
  2. Crime victimization

    • Note that some crimes affect all household members. For instance, vehicle theft, housebreaking and damage to cars owned and used by the household (O03.I to O03.K) are household crimes. Thus names of all household members would be automatically selected.
    • If the respondent answered ‘9 - Prefer not to answer’ in O03, succeeding questions O04 to O08 for that particular crime should not have a response.
    • If the respondent answered ‘No’ in O07 for that particular type of crime, there should be a response in O08 (Main reason why crime is not reported).

Section P: Social Protection Programs

  1. Social insurance programs

    • Line numbers/names of household members should be provided/selected on P02.1 (Members of social/health insurance programs) if there are ‘Yes’ answers in P01 (Social insurance programs). Line numbers/names of household members should be provided/selected in P04 (Beneficiaries of social/health insurance programs) if there are ‘Yes’ answers in P03 (at least one household member benefited from social/health insurance programs).
    • All household members with PhilHealth membership should have responses in P02.2 (Type of PhilHealth membership).
    • The printed questionnaire only accommodates four (4) household members. However, it is possible that there are more than four (4) members who could be members (P02.1) or beneficiaries (P04) of social/health insurance programs. Check if a separate booklet is prepared by EN to record information for other household members.
  2. Social assistance programs

    • If the household received benefits/assistance through the Pantawid Pamilyang Pilipino Programs (4Ps), check if the household owns a formal financial account as reflected in Section K (Financial Inclusion) item 01. This should hold unless the household received the benefits/assistance in cash.
    • Line numbers/names of household members should be provided/selected on P06 (Beneficiaries of social assistance programs) if there are ‘Yes’ answers in P05 (at least one household member benefited from social assistance programs).
    • If there are ‘Yes’ answers in P05 (At least one household member benefited from social assistance programs), then there should be nonzero responses on P07 (Number of times the household benefited from social assistance programs). Record the total number for the whole household.
    • The printed questionnaire only accommodates four (4) household members. However, it is possible that there are more than four (4) members who could be beneficiaries of social assistance programs. Check if a separate booklet is prepared by EN to record information for other household members.
  3. Government programs

    • Line numbers/names of household members should be provided/selected in P09 (Beneficiaries of government feeding programs) if there is ‘Yes’ answer in P08 (at least one household member benefited from government feeding programs).
    • If there are ‘Yes’ answers in P08 (at least one household member benefited from government feeding programs), then there should be nonzero responses in P10 (Number of times the household benefited from government feeding programs). Record the total number for the whole household.
    • The printed questionnaire only accommodates four (4) household members. However, it is possible that there are more than four (4) members who could be beneficiaries (P09) of government feeding programs. Check if a separate booklet is prepared by EN to record information for other household members.
  4. Labor Market Intervention Programs

    • Line numbers/names of household members should be provided/selected in P12 (Beneficiaries of labor market intervention programs) if there is ‘Yes’ answer in P11 (at least one household member benefitted from labor market intervention programs).
    • If there are ‘Yes’ answers in P11 (at least one household member benefitted from labor market intervention programs), then there should be nonzero responses on P13 (Number of times the household benefitted from labor market intervention programs). Record the total number for the whole household.
    • The printed questionnaire only accommodates four (4) household members. However, it is possible that there are more than four (4) members who could be beneficiaries (P12) of labor market intervention programs. Check if a separate booklet is prepared by EN to record information for other household members.
  5. Agriculture and Fisheries Programs (P14)

    • Questions under this item should be asked only if the household is engaged in agricultural activities, i.e., G11.1 = 1 (Yes). These questions should all have answers.
  6. Social Assistance Programs under Bayanihan Act (P15)

    • Questions under this item should all have answers.

Section Q: Water, Sanitation and Hygiene

  1. Water supply (Q01 to Q13)

    • There are multiple skipping instructions in water supply data items. Check if these skipping instructions indicated in the CBMS Enumerator’s Manual are followed correctly. For instance, Q02 applies only when the answer given in Q01 is any of categories/codes 02 to 08 and 99.
    • The question on the number of minutes a household member goes to source of drinking water, get water and come back (Q06) is asked only when the source of drinking water (Q05) is Elsewhere (code 03).
    • Q11 is asked when the respondent reported that there was a time in the past month that the household did not have sufficient quantities of drinking water (‘Yes’ in Q10).
    • Q13 is asked when the respondent reported that the household does something to make water safer to drink (Q12).
  2. Toilet and sanitation facility (Q14 to Q21)

    • There are multiple skipping instructions in toilet and sanitation facility data items. Check if these skipping instructions indicated in the CBMS Enumerator’s Manual are followed correctly. For instance, applicable questions after Q14 differ depending on the response given in Q14.
    • Q15 should have a response if the answer in Q14 is ‘Flush to septic tank’ (code 12). Q17 is to be asked only when codes 1 to 3 are selected in Q16.
    • If the toilet facility is located elsewhere (code 3 in Q18), there should be no responses in Q19 to Q21. If the toilet facility is not shared with others who are not members of the household (‘No’ in Q19), then there should be no response in Q20 and Q21.
  3. Handwashing (Q23 to Q30)

    • There are multiple skipping instructions in handwashing facility data items. Check if these skipping instructions indicated in the CBMS Enumerator’s Manual are followed correctly. For instance, skipping instructions differ when the handwashing facility is observed and not observed as provided in Q23.
    • Observe and verify with EN if the questions were properly administered or asked, and observations of the handwashing facility in Q23, Q24, Q26 and Q30 were undertaken as necessary.
    • If soap or detergent were observed at the place for handwashing (‘Yes’ in Q25), there should be no responses in Q26 to Q29. Otherwise, there should be no responses in Q26 to Q27.

Section R: Housing Characteristics

  1. Housing characteristics (R01 to R12)

    • Housing units within the same building should have the same responses in type of building (R01).
    • Homeless households/persons and those who live in carts (code 8) has R01 as the last question. Households living in other types of building such as bus/trailer, boat or tent (code 9 in R01) should have no responses in R02 to R11.
    • All housing units in the same building should have the same answers in the number of floors in the building (R02).
    • Housing units in a multi-storey building should have the same responses in the main construction material for the roof (R03). The main construction material of the roof of the housing unit/s on the topmost floor should be considered.
    • Check the consistency in the responses on finishing material of the floor (R05) and the main construction material of the floor (R06).
      • Ceramic tile/marble/granite finishing (code 1 in R05) may only be applicable to concrete as main construction material for the floor (code 1 in R06).
      • Cement/ brick/ stone finishing (code 2 in R05) may only be applicable to concrete or earth/sand/mud main construction material for the floor (code 1 or 5 in R06).
      • Wood plank finishing (code 3 in R05) may only be applicable to concrete or earth/sand/mud as main construction material for the floor (code 1 or 5 in R06).
      • Wood tile/parquet finishing (code 4 in R05) may only be applicable to concrete or wood as main construction material for the floor (code 1 or 2 in R06).
      • Vinyl/ carpet tile finishing (code 5 in R05) may only be applicable to concrete or wood as main construction material for the floor (code 1 or 2 in R06).
      • Linoleum finishing (code 5 in R05) may only be applicable to concrete, wood, coconut lumber, bamboo, earth/sand/mud as main construction material for the floor (codes 1 to 5 in R06).
  2. Household conveniences

    • Note that sub-item N in R16 pertains to mobile phones or cellphones.
    • If the household declared that they do any or all of the following in the previous sections, check consistency in the responses in R16, particularly on household’s ownership of mobile phones (sub-item N), tablets (sub-item O) and personal computer (sub-item P):
      • At least one (1) household member is engaged in online platform or mobile application, for at least an hour, in his/her work/job or business in the past week (E04).
      • The household has an entrepreneurial activity which made use of an e-commerce platform in performing business (F06), and/or made use of social media in selling goods and/or services (F07).
      • At least one member of the household used financial accounts for electronic banking (code H in K03).
      • The household could access the internet using mobile broadband network (N04).
    • If the household declared that they have boats or are engaged in fishing operations in the previous sections, check consistency in the responses in R16, particularly on household’s ownership of boats (codes Y and Z):
      • The household has ‘Yes’ response in fishing (code C) in F03.
      • At least one (1) household member is involved in renting of fishing boats/vessels (‘Yes’ in code F in G12).
      • At least one household member is involved in any aquaculture or fish capture activities in G16.
      • The household owned boats used in fishing (‘Yes’ in G50).
    • The type of television services (R18) applies if the household has at least one (1) television (sub-item J in R16).
    • Household’s ownership of draft animals (R18) should be checked vis-a-vis the responses in types (G21) and number of owned draft animals (G22), as well as in the kinds of livestock and poultry raised/tended by household members (G27).
  3. Housing questions in Section S (Questions to be asked/administered if the household refused the interview)

    • Note that S05 to S11 are similar to the data items in Section R. Consistency checks applied to those questions should apply to these questions in Section S.

The CBMS Enumerator’s Manual will also be a very comprehensive reference of the supervisors in scrutinizing the responses of households. The supervisors are advised to use also as reference the e-Classification mobile application, CBMS Codebook and CBMS Field Operations Manual.

Guidelines in Scrutinizing and Field Editing CBMS Form 1

The CBMS Form 1 provides a snapshot of the households, housing units and building structures visited by the ENs. It contains selected information from the CBMS Forms 2 and 3.

Supervisors should always relay and discuss with the EN any observations, errors and inconsistencies which may arise in scrutinizing the CBMS Form 1 vis-a-vis the CBMS Forms 2 and 3.

The following are the guidelines in scrutinizing/field editing the CBMS Form 1

ItemGuidelines/Instructions
Geographic Identification (Geo-ID)
  • Blank Geo-ID is not acceptable. Copy the Geo-ID from the CBMS Form 2. If it is blank as well, EN should be requested to record the Geo-ID in the CBMS Form 2 and reflect it in the CBMS Form 1.
  • Check if the Geo-ID matches with the Enumeration Area Reference File (EARF) and the Personnel Reference File (PRF). If not, verify with the EN (or TS for the case of CAS and HCAS) and correct the entries accordingly.
  • The name of the province, city/municipality, and barangay should be legibly written in capital letters on the lines provided and their corresponding codes are properly indicated in the boxes. Also, the EA number should be written properly in the boxes provided.
  • The booklet number and the total number of booklets used for the entire EA should also be recorded.
Certification
  • The EN, TS and CAS should certify the correctness and completeness of contents of the CBMS Form 1. Dates accomplished/reviewed should also be indicated beside the signatures.
  • The name, code and signature of the EN (and TS, for the case of HCAS) and the dates they have accomplished/reviewed the CBMS Form 1 should be legibly written.
Column 01 – Date of Visit (MM/DD)This is a required data item. The EN should have recorded the date of visit in the numeric format MM/DD where MM = Month and DD = Day. For cases of multiple visits, EN should record the date of his/her first visit.
Column 02 – Building Serial Number (BSN)
  • This is a required data item and should match the entries in the Form 2.
  • Duplicate BSNs are allowed only in duplex or multi-unit residential buildings.
  • For temporary evacuation centers, the BSNs should be 5555.
  • For newly tagged buildings, the BSNs should be in 4000 series, starting from 4001. In special cases, areas with totally no geotagged buildings should have normal BSN, starting from 0001 and so on.
  • For homeless households, the BSN should be in 6000 series, starting from 4001.
Column 03 – Housing Unit Serial Number (HUSN)
  • Except for special cases (homeless and temporary evacuation areas), ensure that the four-digit HUSNs are in consecutive order. Check if there are missing or duplicate HUSNs.
  • If there are missing HUSNs, indicate in the Remarks Column (Col. 17), “MISSED HUSN ____” . For instance, if HUSN 0004 is missing, write “MISSED HUSN 0004” in the remarks column of the row of HUSN 0003.
  • DO NOT RENUMBER. Make sure to verify the missing HUSNs with the EN or TS.
  • Duplication of HUSN is possible if they have the same BSN. For duplicate HUSNs with different BSN, ask the EN (or TS in the case of CAS) to change the duplicate HUSN with the HUSN following the last HUSN used in the barangay/EA. Indicate in the remarks portion the reason for the duplication.
  • In a temporary evacuation center, the HUSNs should be 5555.
  • For a homeless household, the HUSN should be 6000 series.
Column 04 – Household Serial Number (HSN)
  • The assigned four-digit HSNs should be unique and in consecutive order. Check if there are missing or duplicate HSNs.
  • If there are missing HSNs, indicate in the Remarks Column (Col. 17), “MISSED HSN ____”. For instance, if HSN 0007 and 0008 are missing, write “MISSED HSN 0007-0008” in the remarks column of the row of HSN 0006.
  • DO NOT RENUMBER. Make sure to verify the missing HSNs with the EN (or TS for the case of CAS/HCAS).
  • For duplicate HSNs, ask the EN (or TS in the case of CAS) to change the duplicate HSN with the HSN following the last HSN used in the barangay/EA. Indicate in the remarks portion the reason for the duplication
  • Verify with the EN or TS if there are many occurrences of the following special HSNs in the EA:
    • 9999 for a vacant building/housing unit (VBLDG/VHU)
    • 8889 if the housing unit is used only as a vacation house or rest house (VRH)
    • 8888 if Foreign ambassador, minister, consul or other diplomatic representatives
    • 7777 if the housing unit is occupied exclusively by non-usual residents (NUR)
  • Check also if there are many cases of multiple households having the same regular HUSN and BSN. Verify with the EN (or TS) if these really are separate households having separate meal preparations.
Column 05 – Name of Household Head and Address
  • Check if the name of the household head and the address are written legibly in capital letters
  • The name of the household head should follow the format “Last name, First name, Suffix, and Middle Name”.
  • The address of the household should include, if applicable, the house/building/unit number and street name. Name of barangay, city/municipality and province are excluded in this field.
  • Check if the addresses of several households are the same. If they are, ask the EN to also write the name or description of a permanent landmark near the area (for example, NEAR VILLAGE MONTESSORI SCHOOL). This will aid in locating the households during the supervision.
  • Require the EN or TS to correct or rewrite the entries whenever necessary.
Column 06 – Sitio/Purok Name
  • This is not a required data item. But the EN or TS should be reminded to record the sitio/purok whenever available/ applicable, legibly and in capital letters.
  • Write SITIO/PUROK before the name of the sitio/purok. For example, if the name is Purok 5, write “PUROK 5” not ‘5’ only.
  • If the sitio/purok is not applicable, the EN may indicate in this field the common name by which the area is known (RIVERSIDE or IBABA for instance).
Column 07 – Total Household Member Count
  • For HSNs 7777, 8888, 8889, and 9999, there should be no entries in population count (columns 07 to 09).
  • For each household listed, check the total household member count in CBMS Form 2. The population count in CBMS Form 1 should be equal to the population count in CBMS Form 2.
  • Column 08 is the sum of Column 08 and 09
Column 08 – Number of Males
  • Check if this item has an entry corresponding to the number of males in CBMS Form 2.
  • If not, correct the entries and inform the EN or TS concerned.
  • For HSNs 7777, 8888, 8889, and 9999, there should be no entries in male members.
Column 09 – Number of Females
  • Check if this item has an entry corresponding to the number of females in CBMS Form 2.
  • If not, correct the entries and inform the EN or TS concerned.
  • For HSNs 7777, 8888, 8889, and 9999, there should be no entries in male members.
Column 10 – Geotagged
  • Check if each item has an entry.
  • The answer in Column 13 should either be code “1” (Yes), or code “2” (No)
Column 11 – Time Start
  • Check the time began of each household interview.
  • Check if the time the interview began is in a 24-hour (military) format and are properly filled out.
Column 12 – Time End
  • Check the time ended of each household interview.
  • Check if the time the interview began is in a 24-hour (military) format and are properly filled out.
Column 13 – Result of Final Visit
  • Check if the entries in the boxes for the result of final visit are correct. Possible entries are codes 1 to 7 only.
  • Assess if all efforts to obtain a completed interview have been exhausted by the EN for those with codes “2” or “3”. If not, ask the EN to go back to the household. The supervisors may opt to accompany the EN when he/she goes back to the household.
Column 14 – Name of Respondent
  • Check if the name of the respondent is written legibly in capital letters
  • It should follow the format “Last name, First name, Suffix, and Middle Name”.
  • Require the EN or TS to correct or re-write the entries whenever necessary.
Column 15 –
Signed the consent/ waiver
  • Check if each item has an entry.
  • If the answer in Column 11 is code “1” (Yes), there should be a corresponding signed signature/waiver form or Form 3.
Column 16 – Date UploadedFor CAPI, the date when the Form 2 was uploaded should be indicated in this field. It should be in numeric format (MM/DD where MM = Month and DD = Day).
Column 17 – RemarksThis should be used as reference in validating the entries. Remarks may include information on callbacks made, missing IDs, etc.
Total BSN, HUSN and HSN
  • These fields should reflect the total number of regular BSN, HUSN and HSN used per page.
  • For each box, check if the sum of all entries in that page tallies.
Total Vacant
  • These fields should reflect the total number of vacant buildings and housing units per page.
  • For each box, check if the sum of all vacant buildings and housing units in that page tallies.
Total Population Count (Total, Male and Female)
  • These fields should reflect the total population count (total, male population and female population) per page.
  • For each box, check if the sum of all entries in that page tallies.

The CBMS Enumerator’s Manual is a comprehensive reference for supervisors in scrutinizing the responses of households. It is advised to also use as reference the e-Classification mobile application, CBMS Codebook, and CBMS Field Operations Manual.

Scrutinizing and Field Editing CBMS Form 4

The following are general guidelines in reviewing and field editing the CBMS Form 4:

  • All items should be accomplished. Zero or “NONE” answers should be keyed in.
  • Each box corresponds to alpha-numeric responses.
  • If number-coded, only one answer is allowed. If letter-coded, multiple answers are allowed.
  • On the Certification from the Barangay, ensure that the names of the respondents are properly recorded. If applicable, a middle initial and extension (e.g. Jr., III, etc.) should be written beside the first name.
  • The data on the CBMS BPQ that are verified with the barangay respondent/Punong Barangay should be signed and certified by the Punong Barangay.

Part I.A (Physical Characteristics of the Barangay)

  1. NO answers to all topographic features shall not be accepted.
  2. On the list of puroks and sitios, the word “Purok”or “Sitio”should be entered before the purok/sitio name, e.g. Purok Tres, Sitio Sarimanok.
  3. Check the totals in items A6.
  4. On A7, check the North, South, East and West boundaries vis-à-vis the map.

Part I.B (Service Institutions and Infrastructure)

  1. Check the spelling of names and addresses of facilities vis-à-vis the accomplished CBMS Form 24 and/or reference list of service institutions and infrastructure, as well as the maps.
  2. If the “Others, specify” option is chosen, the space provided should not be left blank.
  3. Consider only the facilities that are currently operating/being used/utilized and located in the barangay whether private-, government-owned, etc., unless otherwise indicated.
  4. Consider each facility by its main purpose. For example, schools with libraries should only be considered in College/University / Senior/Junior High School under Education Facility, NOT in Library under Service Facility. You may include the other purpose of the facilities in answering the questions, “Is there other purpose of the facility?” and “What is/are other purpose/s of the facility?”. Enter the corresponding codes using the reference data.
  5. To assist in the estimation of distance between the barangay hall and the identified facility, you may use Google Maps (https://maps.google.com). Simply pin the location of the barangay hall and the facility.
  6. Check the definitions and examples vis-à-vis the list of service institutions provided by the barangay. Verify with the barangay respondent.
  7. As an input dealer may or may not be physically located in the barangay permanently, consider those that are considered available regularly in the barangay, e.g. on-call dealers. In such cases, write down the address where they are usually located. Otherwise, put down “mobile” in the address field. Also, put remarks in the Note section.
  8. On water facility, kindly check if the facilities are used publicly or by the community. Individual household deep wells, for instance, are excluded. It is recognized that some water facilities do not have names. In such cases, the name of the nearest household or the name it was known for should be recorded.
  9. On source of electricity, it should be clarified with the respondent that the questions/responses about generator, solar, and battery refer to the barangay hall (use) only.
  10. On financial credit institutions, only NGOs that provide credit services should be listed for purposes of the CBMS.
  11. Natural wildlife/marine parks (natural sites) and theme parks (e.g. Enchanted Kingdom, Skyranch) on tourism sites and destinations should be different from those noted as parks under service facility. Parks under service facility are not natural, geological and physiographical formations (natural sites), historical landmarks and commercial theme parks.
  12. Those transport facilities that do not operate due to travel restrictions but are in order and can readily be used anytime should be accounted for in the list of service institutions and infrastructure.
  13. On garbage and waste disposal facilities, rented garbage collection trucks should be included. Waste collection bins owned and maintained by the barangay are included. There should be further details on the garbage collection system and record these in the Notes section.

Part I.C (Information and Communications Technology)

Probe for examples from the barangay respondent on the following:

  • IT9 (Use of computers in transactions with clients) – Check which transactions use computers.
  • IT10 (Computerized database) – Check if the barangay has a computer and that the computer has some files that pertain to data recording and safekeeping by the barangay.
  • IT11 (IT personnel) – Inquire if these staff are holding IT positions; IT graduates that are employed in non-IT position. Either way, they may be recorded here as long as they perform IT functions. But there should be notes if the staff if holding an IT position but does not perform IT tasks.
  • IT13 (Website) and IT15 (Social media account) – Check if the official website URL and social media accounts are active.
  • If there are “Yes” answers provided in BPQ CAWI on these data items, please check if there really is a document/equipment present during schedule of data verification with the barangay. The response should be “No” if the barangay cannot show a file/operational equipment to the supervisor:
    • IT17 (Local strategy in using new technologies)
    • IT19 (E-government strategy)
    • IT21 (ICT equipment/facilities for security purposes)

Part I.D (Significant Events in the Barangay)

Probe for both “No” and “Yes” responses. Request for examples from the barangays, and record additional information using the Notes section. If the examples do not match the definitions, edit as may be necessary.

Part I.E (Disaster Risk Reduction and Management)

  1. Request for the following files and documents showing:

    • DP1 (Presence of a written/published DRRM plan)
    • DP2 (Presence of disaster management committee)
    • DP3 (Presence of disaster/ emergency response team)
    • DP4 (Presence of succession plan during emergency)
    • DP5 (Presence of disaster/emergency hotline)
    • DP7 (Disaster preparedness guide for PWDs)
    • DP9 (Presence of localized early warning system)
    • DP10 (Presence of disaster contingency plan)
    • DP11 (Presence of evacuation map)
    • DP12 (Presence of hazard map)
    • DP15 (Barangay disaster preparedness seminars
    • DP16 (Disaster kits)
    • DP17 (Evacuation facilities in the barangay)
  2. Edit response of the barangay if there is error in entry.

Part II.A (General information about the barangay)

Secure copies of the list of establishments from the barangay. Verify with the respondent the number of establishments by industry (Part II.AA).

Part II.E (Disaster Supplies and Equipment)

Check the presence of these in the barangay at the time of verification.

Part II.F (Budget, Revenue and Expenditure)

Request for copies of the financial documents citing the figures declared as responses in the data items under this.

Part II.G (Programs, Projects, and Activities (Based on the Barangay Annual Investment Program)

Request the barangay respondent to show reference documents. Check the status of government projects as stated in the document versus what is/are declared by the barangay through the CAWI. Note also the differences between the barangay report and those that could be observed when going around your area of jurisdiction.

Ensure that the start date of government and completion/ expected completion date of government projects are correct. The start date should be an earlier date compared to the completion/ expected completion date.

Process of Verification of Questionnaires/Forms by Supervisors

As a matter of protocol, the TS shall review the outputs of the ENs under his/her supervision. The TS can choose to either edit the questionnaire/form or provide instructions to EN so that the EN can edit the specific questionnaire/form. The EN shall return the revised form to the TS until the TS certifies that such questionnaire/output passed his/her review.

The CAS will review the outputs certified by or passed the review of TS. The Head CAS shall also review the outputs certified by or passed the review of the CAS, and so on.

As soon as CBMS Forms 1, 2, 3, and 4 for an EA have been transmitted, the verification of questionnaires/forms by the TS, CAS, Head CAS should proceed:

  1. The supervisor should verify if each household, vacant or occupied housing unit, that is listed in the CBMS Form 1 has a corresponding CBMS Form 2 and CBMS Form 3. If there are missing questionnaires/forms, instruct the EN/TS to revisit and enumerate the household/housing unit.
  2. The error list of all the CBMS Form 2 in your area of jurisdiction should be studied.
  3. Download the CBMS Form 1 using the internet and the CBMS Mobile Application. Using the information in the CBMS Form 1, select the households that could be covered in the CBMS Form 17 (Spot-check and Reinterview Form).
  4. Compare the information collected from the CBMS Form 17 versus those that were collected in the CBMS Form 2. Inconsistencies need to be verified with the EN.
  5. Depending on the error list and the results of matching of information gathered from CBMS Form 17 and CBMS Form 2 of a household, the TS shall decide on whether to edit CBMS Form 2 to implement recoding or corrections, to provide instructions to EN for revisit of households/reinterview or to certify certain CBMS Form 2 as reviewed and okay for further review of the next higher-ranking supervisor, and so on.
  6. The supervisor must instruct the TS/EN to revisit households with incomplete or inconsistent entries, which cannot be corrected using the rest of the items in the questionnaire/form as basis.
  7. The supervisor may implement his/her edits/corrections not requiring EN’s revisit of the household through the CBMS Mobile Application. He/she has to connect to the internet and sync download the CBMS Form 2 to edit it. CBMS Form 4 can be edited via the CAWI application that can be launched using the CBMS Mobile Application.
  8. If upon scrutiny, there were no inconsistencies found, connect to the internet and upload the forms with remarks if necessary. Otherwise, return the forms to the EN or TS and indicate instructions, comments, and requests for action of the TS/EN.
  9. The supervisor may also check the responses of the city/municipal LGU to the CBMS Form 7 versus the accomplished CBMS Form 4 of the barangay LGU (CAPI, PAPI or SAQ collected during the enumeration period).
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