CBMS Resources

Chapter 13

Checking of Entries for CBMS Form 2-HPQ

Contents


This chapter will serve as a guide for the EN in checking the completeness, consistency and reasonableness of the data collected using the CBMS Form 2. The EN is given the task of examining carefully and meticulously all the entries in the Household Profile Questionnaire (HPQ) before submitting it to his/her supervisor. For this undertaking, it is important that the EN should have thorough knowledge and proper understanding of the concepts and classifications being asked during the interview.


After you accomplished the HPQ, you are required to review the entries recorded for consistency and completeness checking. The following are the general guidelines in checking/editing the CBMS Form 2:


General guidelines in scrutinizing the CBMS Form 2

  1. The following should have a CBMS Form 2:

    • Every household in occupied housing units
    • Every vacant housing unit
    • Every vacation/rest house
    • Every housing unit occupied by persons who are excluded from enumeration
    • Every housing unit occupied by non-usual residents
    • Every commercial/industrial/agricultural buildings/area with residents
    • Every household living in vehicles/caves/boats/ tents; and
    • Every homeless household

  2. The number of Form 2s should be equal to the number of entries in the CBMS Form 1.

  3. All households with completed interviews or with fully accomplished CBMS Form 2 and that 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.

  4. All households that refused to sign the waiver should be asked the reason for not signing the waiver. 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.

  5. The following should be the same in the CBMS Form 1 and CBMS Form 2:

    •  Geo-ID (Province, City/Municipality, Barangay, and the serial numbers: BSN, HUSN and HSN)
    •  Number of household members (total, females, males)
    •  Name of household head and address

  6. BSN, HUSN and HSN should not have a value of 0000. Form 2s with special HSNs (7777, 8888, 8889 and 9999) should have no household members.

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

  8. Age spanners, restrictions and skipping patterns should be followed.

  9. Required question items should not be left blank.

  10. There should not be items with codes for ‘For Further Verification’.

  11. Answers in “Others, specify” fields should be reviewed. These should not be left blank, and responses should not fall in any of the listed choices or categories provided for each item. Recode responses if necessary.

Procedures in checking/editing the CBMS Form 2

For CAPI

  1. Login to the CBMS Mobile App and go to the Completeness tab in the Form 2 sub-module under the Main Forms module.
  2. For each of the accomplished Form 2, generate the error list by clicking on the Error List button.
  3. Address each error/inconsistency in the list by clicking on each item. Upon clicking, you will be redirected to the specific item with issue. Revise/input the answer if necessary. Otherwise, provide notes/justifications.
  4. Check also if Form 2 has a corresponding Form 3 by clicking on the Waiver button. This should be held unless the household refused to sign the waiver.
  5. After addressing all the issues, submit the form by clicking on the Submit button or by performing batch upload.

For PAPI

  1. Go over all the items for each questionnaire.
  2. Check for blank and inconsistent items then•   make necessary corrections or input appropriate entries.
  3. Provide clear notes/justifications for special cases.
  4. Follow the guidelines in checking the CBMS Form 2.
  5. After ensuring that all entries are correct, complete, and written legibly, write your name, personnel code, and the date in the certification panel. Lastly, affix your signature.

List of data items to be prioritized in checking

The following are some of the data items that 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 insurance)
  • Number of household conveniences owned by type
  • Number of ICT devices owned by type
  • Main construction materials of the roof
  • Main construction materials of the outer wall
  • Main construction materials of the 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 and total annual family income
  • Specify/‘Others, specify’ categories

Guidelines in scrutinizing the CBMS Form 2

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 February 28, 2023. EN should add a note certifying this information.
    • OFWs are allowed to be household heads.

  2. Names of household members

    • The EN will 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. If there is no middle name or last name, put hyphen (-) in the space provided.

  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.

    FIGURE 7.1

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    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 spouse of the household head in A02 should also be the spouse of the family head (household head) in A04. Sons and daughters of the household head in A02 should also be sons and daughters of the household head in 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 “00 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 February 28, 2023 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 February 28, 2023 needs to be verified. EN should add a note certifying this information.
    • A grandson or a granddaughter aged 60 and above as of February 28, 2023 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 February 28, 2023 needs to be verified. EN should add a note certifying this information.
    • A domestic helper aged below 10 years old as of February 28, 2023 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
Relationship to the Household Head (A02)Sex (A05)
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 (A04)Sex (A05)
04 Son1 Male
05 Daughter2 Female
06 Brother1 Male
07 Sister2 Female
08 Father1 Male
09 Mother2 Female
  • If code “02 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 “03 Partner” is used, check if the sex of the spouse and the head of the family are the same.

  1. 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 February 28, 2023.
    • 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.

  2. 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 February 28, 2023, verify with the household or EN. EN should add a note certifying this information.

  3. 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.

  4. 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.

  5. Solo parent (A17 to A18)

    • Solo parents aged below 10 years old as of February 28, 2023 are not covered in A17.
    • All solo parents in A17 should have a response in A18.

  6. Senior citizen (A19) and Age (A07)

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

  7. Functional difficulty (A20)

    • Household members aged below 5 years old as of February 28, 2023 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 years old as of February 28, 2023.
    • B06 to B10 should not have answers for household members aged below 15 years old as of February 28, 2023.

  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 March 01, 2023.
    • 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 from the roster of the household members, or the indicator or code in B06 should be revised. Check 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 February 28, 2023.
    • 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 February 28, 2023.
    • 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 February 28, 2023.

  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 doctorate degree. While there may be some exemptions to this like an 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.

    • 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 graduate), HGC will be BS Mathematics then current grade will be 3rd year College. Put remarks explaining the scenario.

    • For items labeled as “FURTHER VERIFICATION” in PSCED during the interview, corresponding specific PSCED codes for the specific degree program completed should be entered.

    • 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. Current grade or year being attended (C05)

    • Specified codes for graduates in each level and for no grade completed (00000000) are not applicable in this question. Examples are Elementary graduate (00010018), JHS Graduate/HS graduate (00024015), SHS Graduate (00034033), TVL Maritime Specialization Strand Graduate (00035018).

  7. Reason for not attending school (C06) and Sex (A05)

    • If reason for not attending school is pregnancy (code 04), the sex of the household member should be female (code 02).

  8. 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 February 28, 2023 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 D03 to D013 of this section.

  2. Voting (D01 to D02)

    • Household members aged below 15 years old as of February 28, 2023 are not covered in this section.

  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 years old as of February 28, 2023, are not covered in E01 to E38.
    • Household members who are Overseas Filipino Workers listed in Section B, (i.e., those who answered codes 1, 2, 3 and 6 in B06) are not covered in 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 include the line number of the household, i.e., the household member engages 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. Specific PSOC and PSIC codes should be indicated in items E08, E36, E10, E38 before submitting it to the TS.

  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 to 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 past 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)

    • All household members 15 years old and over should have an answer in E39.
    • Household 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 you 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.
    • If the answers in F03 A to V are all “No”, F04 to F1, as well as G01 to G10, should not have answer.

  3. Use of E-commerce platform and social media in entrepreneurial activities (F06 and F07)

    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), check if there is at least one (1) household member that used an online platform or mobile application in his/her work/job or business in the past week in E04.

  4. 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 not exceed 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 F02 D to E and 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. Type of engagement in agricultural activities (G13 and G15) and Production Activities (G14 and G16)

    • If answer in G13/G15 is 1 (Operator), the answer in G14/G16 Category A (Manage day-to-day farm operation) should automatically be “1 Yes”.

  7. Type of engagement in agricultural activities (G13 and G15) and Production Activities (G14 and G16)

    • If answer in G13/G15 is 1 (Operator), the answer in G14/G16 Category A (Manage day-to-day farm operation) should automatically be “1 Yes”.

  8. 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’.

  9. 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’.

  10. 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. Also include the remittances of OFW family members. Meanwhile, 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 consider the total annual income from current family members and the former family members in the past 12 months.
    • If the respondent refuses to share information, the 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 considering the following food items/expenditures. Cover all of these and use the computation sheet as may be necessary:

    A. 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 frozen; 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, soft drinks, fruit, and vegetable juices

    B. Food regularly consumed outside

    a.  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)
    b.  Cooked food bought outside the home but eaten at home (e.g., FoodPanda and Grab Food deliveries or fastfood delivery for usual merienda/snacks/breakfast/ lunch/dinner at home)
    c.  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.
    • Total Annual Family Food Consumption can be estimated using the formula below:

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

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

    If Per Day, Multiplier for Frequency = 365
    If Per Week, Multiplier for Frequency = 52
    If Every 15 days, Multiplier for Frequency = 24
    If Per Month, Multiplier for Frequency = 12
    If For the entire year, Multiplier for Frequency = 1

  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 H06 (family’s total income), there is a need to verify with the household (and consequently with the respondent) on either of the recorded entries.

    Also, check the possibility of typographical error. For example, data should be recorded as PHP200 instead of PHP20.

    Example:

    The family’s annual income recorded in H06 is PHP450,000 and their average weekly consumption on food is PHP 60,000 (Section I). If you estimate their annual consumption of food, it will be PHP3,120,000 (60,000 X 52). This is more than 6 times their annual family income. The EN/respondent will verify or check the notes. It is possible that instead of PHP6,000, the data recorded in Section I was PHP60,000.

    • Check the percentage share of the annual food consumption expenditure to the total annual family income. The EN 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.
  • If the answer in J08 is ‘2 No’, ‘8 Don’t know’ and ‘9 Prefer not to answer’, skip J09.

Section K: Financial Inclusion

  1. Coverage

    • All household members are considered in Section K.
    • This is to be asked to all households.
    • If items K02, K03, K05, K06, K08 and K09 are to be answered, answers in their corresponding response categories should not be all ‘2 No’.

  2. Financial Accounts and Savings

    • 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 of 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) but no reported insurance
      ○  Insurance was indicated as a purpose of the loan (code I in K09) but no reported insurance
      ○  Households with crop insurance (K10 H) or livestock and poultry insurance (K0 I and J) but not engaged in agricultural or fisheries activities. in section G

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 February 28, 2023.
    • 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, you should 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, you should ask the questions on disability appropriately.
    ●   Some undiagnosed household members with ailments that are seemingly rare are covered in L23 to L28. You 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 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. Drought occurrence in the last three (3) years (M06)

    If the household experienced more frequent drought (M02 C is ‘1 Yes’), the answer in M06 should be at least three (3) months.

  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 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)
    ○ Climate Resilient Farm Productivity Support program (P14.C)
    ○ All social assistance program under Bayanihan Act programs (P15 to P19)

  3. Disaster preparedness kits (M19 to M22)

    ●   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 they 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 (M23 to M24)

    ●   If No is the response in M23, then there should be no response in M24.

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 engages in 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.
    ●   Also check 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 on P04 (Beneficiaries of social/health insurance programs) if there are yes answers in P03 (At least one household member benefitted 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. Use another booklet to record the 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. Use another booklet to record the 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. Use another booklet to record the 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. Use another booklet to record the information for other household members.

  5. Agriculture and fisheries programs

    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)

    P15 sub-items 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.
    ●   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 the household did not have sufficient quantities of drinking water (Yes in Q10).
    ●   Q13 is asked when the respondent reported that the household makes 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 and Q16 should have a response if the answer in Q14 is Flush to septic tank (code 12). Q17 only applies 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 shared with others who are not members of the household (Yes 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.
    ●   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 the 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 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 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 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 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 main construction material for the floor (codes 1 to 5 in R06).

  2. Household conveniences

    • Note that code 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 (code N), tablets (code O) and personal computer (code P):
    ○  At least one household member is engaged in an 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 household member is involved in renting 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 television (code 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 to respond to request for 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.

    Please note of using the e-Classification mobile application, CBMS Codebook and CBMS Field Operations Manual as reference.

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