This chapter discusses the instructions on how you will enumerate the households using CBMS Form 2 Household Profile Questionnaire (HPQ). For 2022 CBMS, the Computer-Assisted Personal Interview (CAPI) will be the main mode of data collection. This questionnaire aims to gather information on the basic demographic, social, and economic, and health characteristics of the household, some characteristics of their housing unit/household, agricultural activities of the household, state of their food insecurity, data on disaster risk and reduction management practices of the household and data on new emerging trends such as e-commerce, digital economy, and financial inclusion.


The HPQ is divided into 18 sections, namely:

Section A - Demographic Characteristics
Section B - Migration
Section C - Education and Literacy
Section D - Community and Political Participation
Section E - Economic Characteristics
Section F - Entrepreneurial and Household Sustenance Activities
Section G - Agricultural and Fishery Activities
Section H - Family Income
Section I - Food Consumption Expenditure
Section J - Food Security
Section K - Financial Inclusion
Section L - Health
Section M - Climate Change and Disaster Risk Management
Section N - E-Commerce and Digital Economy
Section O - Crime Victimization
Section P - Social Protection Programs
Section Q - Water, Sanitation, and Hygiene
Section R - Housing Characteristics
Section S - Refusal and Special Cases
Section T - Instructions in Filling Out CBMS Computation Sheet

Sections A (Demographic Characteristics) to E (Economic Characteristics) gathers information on individual level, while sections F (Entrepreneurial and Household Sustenance Activities) to R (Housing Characteristics) gathers information on household and/or family level.

Reference period

For the purpose of 2022 CBMS data collection, the following reference period will be used unless stated in the specific data items:

  • Household membership – 12:01 a.m., July 01, 2022
  • Past week – for Section E (Economic Characteristics) should be the past seven (7) days preceding the date of interview or visit.
  • Past month – for Sections D (Community and Political Participation), and L (Health) should be the past 30 days, or four (4) weeks preceding the date of interview or visit.
  • Past 12 months – for Sections E (Economic Characteristics), D (Community and Political Participation), and L (Health) should be the past 12 months or 52 weeks preceding the date of interview or visit.
  • Past three (3) years – July 01, 2019 to June 30, 2022

Geographic identification Identification

For every household, the geographic identification sections should be filled-out at the start of the interview. The information listed should align with the current location or the address of the respondent assigned in your enumeration area.

Geographic IdentificationInformation
RegionName of the region together with the 2-digit code
ProvinceName of the province together with the 2-digit code
City/municipalityName of the city/municipality together with the 2-digit code
BarangayName of the barangay together with the 3-digit code
Enumeration Area Number (EAN)Pre-assigned 6-digit code
Building Serial Number (BSN)4-digit code assigned for every building
Housing Unit Serial Number (HUSN)4-digit code assigned for every housing unit
Household Serial Number (HSN)4-digit code assigned for every household
Line Number of the Respondent2-digit code assigned for the respondent

Detailed instructions on how to input geographic identification were included in Chapter 7 of this manual.

Other information of the Household

Geographic IdentificationInformation
Sitio / purokName of sitio or purok.
Enter N/A if there is no sitio or purok in the barangay. Always add the word “sitio” or “purok” before the name.
Example: Purok 1
Contact number11-digit mobile number, or 8-digit telephone number of the respondent, or any member of the household.

Example: 09123456789 / 81234567
E-mail addressValid and working e-mail address of the respondent or any household member.
Example: juan.delacruz@gmail.com
Name of the household headName of the identified head of the household

Examples: DELA CRUZ, JUAN JR SANTOS
REYES, MARIA ROBLES
If the building/housing unit is vacant and the name of its owner is known, write the owner’s name.
NOTE
AddressComplete address of the household.

Enter floor number, house/building number, name block/lot number, street name, and subdivision/village.

Interview record

Below the Geo-ID Panel is the Interview Record. This portion has three (3) columns intended for three (3) visits. For each visit, the information to be recorded are the date of visit, time the interview was started and time it ended, and result of visit. This portion also contains columns where the CBMS personal can write/record the appointment date and time of the next visit, if any.

The Summary of Visit is the part of the Interview Record where the following are to be recorded: number of visits made, time began and ended for each visit, result of final visit, number of household members, number of males, number of females, number of nuclear families, mode of data collection, checklist on the status of CBMS Form 3, and geotagging of building where the household resides.

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Record of Visit

For each visit (Visit 1, 2 or 3 as the case may be), record the date of your visit to the household. Write on the line the month and day of visit using the format ‘MM/DD’.

For each visit, record the duration of the interview, that is, the time of the start of interview and end of interview. Before you begin the interview, write on the line corresponding to the “Time Began” the hour and minute using the 24-hour format. Line out the time period not applicable. Once the interview has been completed, write on the corresponding line the time the interview ended and line out also the time period not applicable.

Result of visit

This refers to the result of the interview or visit in the household. A visit to a household may result in any of the following:

CodeDescription of Result of Visit
1Completed – result of the households participated in the interview and entries were completed.
2Refused – result for households who refused to be interviewed at the time of visit and could not be convinced to set an appointment for an interview in the future.
If after all efforts have been exerted but the household still refused to be interviewed, ask the help of your TS or higher supervisor, or an influential person in the community to turn this refusal to a successful interview.
3Terminated interview – result of visit as terminated interview. The respondent may decide to decline continuing the interview due to various reasons.
4Vacant housing unit / vacant building – result of visit as vacant housing unit or vacant building
5Non usual resident – result of visit as non-usual resident. A household or a person occupying a housing unit, which is not their usual place of residence should be categorized as NUR. Households in NUR include, for instance, (i) students and workers who go home to their families somewhere else at least once a week or (ii) economically dependent children residing in another housing unit.
6Excluded in the interview – result of visit as excluded in the interview. A housing unit is occupied by a household whose members are to be excluded from the enumeration, such as foreign diplomats or foreign citizens who are staying in the country for less than a year.
7Vacation / rest house – result of visit as vacation/ rest house. A household temporarily occupying a housing unit that is used only as a vacation/rest house (VRH). In this case, the household has a usual place of residence somewhere else.
8Callback (with appointment date) – refers to household interviews who requested to be interviewed to another day
9Callback (not yet completed) – refers to the household interviews that are not yet completed at the time of visit but will return on the same day to finish the interview

In PAPI, write the code for the result of visit in the box provided.

Appointment for Next Visit

If a callback is needed, you should also record the date and time of the appointment that you set with the respondent/household on the corresponding lines in the portion for APPOINTMENT FOR NEXT VISIT.

You are expected to make several callbacks until you obtain a successful interview. If you are still unsuccessful after several callbacks, seek the help of your TS.

Do not fill out the lines for the third visit if it did not result in a successful interview and if another callback is to be made. The lines for the third visit are allotted for the last or final visit to the household.

Summary of Visit

After the final visit, record the following information in the Summary of Visit portion:

  • Number of visit/s made
  • Result of final visit
  • Number of household members
  • Number of males
  • Number of females
  • Number of nuclear families
  • Mode of data collection
  • Signed CBMS Form 3 (Consent Form)
  • Geotagged X/Y coordinates

Number of Visit/s Made

Write in the box provided the number of total visits to the household. Exhaust all efforts to interview the household. Do NOT select Refused or code ‘2’ in the first visit.

Result of Final Visit

Write the appropriate code for the result of the final visit in the box provided. Note that Callback (not yet completed) (code 9) and Refused (code 2) is not acceptable as code for the result of the final visit. Codes from ‘1’ to ‘7’ will be accepted as result of final visit.

Number of Household Members, Number of Males, and Number of Females

Record the number of household members, number of males, and number of females after completing the interview for CBMS Form 2. In PAPI, you need to count for the number of members, number of males, and number of females for the entire household using the information in A05. If you accomplished more than one CBMS Form 2, count all the members, the male and the female members using all the CBMS Form 2 accomplished for this household.

In CAPI, the number of household members, males, and females are automatically computed.

Number of Nuclear Families

Record the number of nuclear families after completing the interview for CBMS Form 2. In PAPI, you need to count for the number of nuclear families for the entire household using the information in A03.

Mode of Data Collection

The code and description for the mode of data collection is listed as follows:

CodeDescription
1Computer-Assisted Personal Interview (CAPI)
The respondent was personally interviewed by the EN, and the responses are recorded in the tablet.
2Computer-Assisted Web Interview (CAWI)
3Paper and Pencil Personal Interview (PAPI)
The respondent was personally interviewed by the EN, and the responses are recorded in the printed questionnaire. (This is applicable only to selected areas.)
4Self-Administered Questionnaire (SAQ)
The respondent was the one who accomplished the CBMS Form 2.
If the total household members are more than 6, accomplish two or more CBMS Form 2. The certification portion, Geo-ID, and interview record should be filled out on the first booklet. While on the succeeding booklet/s, only the certification portion and the Geo-ID should have entries.
REMINDER

Signed CBMS Form 3

If the respondent signs the CBMS Form 3 or the Consent Form, enter ‘1’ for Yes. Otherwise, enter ‘2’ for No.

Geotagged X/Y Coordinates

If the X- and Y-coordinates of the housing unit/building is geotagged, enter ‘1’ for Yes. Otherwise, enter ‘2’ for No.

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