Ask items A01 to A16 for all household members.

A01: Name of Household Members

Begin by asking the respondent, “Who is the household head?” and “Who are the other members of the household usually residing here as of March 01, 2023?”.

Probe already at the start of the interview additional details about the household head. Ask the following:

1.   Is the household head residing in the household at the time of visit?
2.   Is the household head not an OFW?

Any NO answer in the questions listed above will mean that the supposed household head is not considered a household head in the CBMS.

The household head is an adult member of the household, male or female who is responsible for the organization and care of the household, or who is regarded as such by the members of the household.

OFWs can be considered/listed as household head.
Note

Enter the name of the household head and all the household members following the format below:

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In some parts of the country where people do not have last names, write the name as given in the space provided on the first name. Input the hyphen "-" on the space for the last name.

If the household member has no middle name, write a hyphen "-" on the space provided for the middle name. Write ‘98’ if the respondent does not know the middle name of a specific household number.

Write the names of all household members according to this order:

  • Head
  • Spouse of the head
  • Never-married children of the head/spouse, from the oldest to the youngest
  • Ever-married children of the head/spouse and their families, from the oldest to the youngest
  • Other relatives of the head
  • Nonrelatives of the head

It is important that you list the names of the household members following this order so that you will be able to list all the qualified household members, and no one will be missed.

If the head has more than one (1) spouse who is living in the same household, list down the name of the first spouse and their children, followed by the second spouse and their children, and so on, keeping the nuclear family together, as intact as possible.

Inform the respondent that you need to include in the list all household members who are overseas workers and undocumented workers or so-called TNT (Tago Nang Tago) if the household still considers them as members and if the respondent still mentions their names when you ask about the names of the household members, provided that he/she is expected to return within five years from the date of the last departure. However, immigrants are excluded from the CBMS data collection.

Please emphasize this during the training.

An immigrant is “a foreign national who entered the Philippines to take up permanent residence during a specified period of observation.” (PSA Board Resolution No. 08 Series of 2017)

Persons who were former Filipino nationals (now citizens of a foreign country) and are living permanently abroad are not included as members of the household unless they have resided or are expected to reside in the Philippines for at least a year from their arrival.

You may sometimes encounter respondents who will insist that you include as member of the household a person who does not qualify as a household member as per our census concepts. Explain to the respondent that we are strictly adhering to internationally-accepted census concepts/definitions and that the person he/she wants to include in his/her household will definitely be included in another household. Examples of persons whom your respondent would most likely insist on including in his/her household are students who attend school in Manila or in another province or city/municipality and go home once a month or at the end of every semester. Such students should be enumerated in the place where they are boarding and not in their parents’ household.

WHEN YOU ARE IN DOUBT as to whether a person should be included or excluded as a member of a household, INCLUDE that person but write the necessary notes or explanations. Refer this matter to your supervisor.

In PAPI, after listing all the members of the household in Column A01, be guided by the following:

  1. Ask the question at the bottom of page 2, under the heading CHECK FOR PERSONS NOT YET LISTED, “Are there other persons in this household who were not yet listed such as infants, small children, elderly persons, and overseas workers?”.

    Write code ‘1’ in the box if the answer is Yes, ADD TO THE HOUSEHOLD MEMBER LIST, and write the name of the additional household member to the booklet where the last household member is listed. If the answer is None, write ‘2’ in the box.

  2. A question under the heading INDICATOR FOR ADDITIONAL BOOKLET, “Are there more than six (6) members in this household?” is a cue that you need to use additional HPQ Form 2 if there are more than six (6) members in the household.

Write code ‘1’ in the box if the answer is Yes and USE ADDITIONAL BOOKLET. If the answer is No, write ‘2’ in the box. This item is very important because it will indicate the number of booklets of HPQ Form 2 used for a household.

A02: Relationship to the Household Head

This item asks for the relationship of the household members to the head of the household. Data on the relationship of every household member to the head of the household provide an indication of the typical relationship among the household members. They provide the types of living arrangement of households in the Philippines. These data on relationships are necessary in the formulation of social security and welfare programs.

The first household member that will be asked is the provided household head, thus the corresponding code to be chosen below is ‘01’ for Head. Next, the remaining household members will be asked.

In PAPI, as the respondent gives the name of a household member, ask immediately this question, “What is (NAME)’s relationship to the head of this household?”. Refer to the name of the household member in A01 when you ask this question.

The code for the relationship of the household members to the head is listed at the bottom of HPQ’s page 2 as follows:

CodeDescriptionCodeDescription
01Head14Mother-in-law
02Spouse15Brother
03Son16Sister
04Daughter17Brother-in-law
05Stepson18Sister-in-law
06Stepdaughter19Uncle
07Son-in-law20Aunt
08Daughter-in-law21Nephew
09Grandson22Niece
10Granddaughter23Other relative
11Father24Boarder
12Mother25Domestic helper
13Father-in-law26Nonrelative

In the interpretation of the relationship to the head, the category ‘SON’ or ‘DAUGHTER’ refers to the children of the head, regardless of their age or marital status, whether biological or adopted. A married son, together with his family who lives in his father’s household should be reported as ‘SON’, his wife as ‘DAUGHTER-IN-LAW’, and his children as ‘GRANDSON’ or ‘GRANDDAUGHTER’ of the household head.

‘OTHER RELATIVE’ includes cousins and grandparents.

‘NONRELATIVE’ includes friends of the household head.

The same-sex partner of the household head may be categorized as ‘23’ for Other Relative if the partner and the head are cohabiting, connected by pseudo-civil partnership, and if the partner is actively contributing to the income and/or decisions in the household. Please be reminded that you should not refute the response of the respondent on this matter, as this may be a sensitive topic to discuss for some people. Put corresponding NOTES/REMARKS, e.g., “same-sex couple”, should there be instances on such.

Members of the household who are related to the head by blood or affinity but who are boarders should be considered as boarders. Similarly, household/domestic helpers should be listed as household/domestic helpers even if they are related to the head or to other members of the household by blood or affinity.

There should only be one (1) household head for each household. Should the respondent report that there is more than one (1) household head, you may revisit the concept of household or explain the concept of household head to the respondent.
NOTE

A03: Nuclear Family Assignment

Ascertain the number of nuclear families in the household based on the definition given in Chapter 6 (CBMS Concepts and Definitions) of this manual. You will assign a nuclear family number for each of the household members listed starting from 1.

Do not ask this question to the respondent, but you may verify the relationship of each member to correctly identify their respective nuclear families.

The number of nuclear family/ies should not be greater than the highest line number assigned to household members. If you ascertain that there are three (3) nuclear families in the household, then you should not assign a number greater than three (3) in this item.

Assign the nuclear family of the household head to ‘1’, then followed by the listing of household members. An example of a listing of household members and assignment of the nuclear family number is shown below.

Couples (or partners) who are not legally married but cohabiting, i.e., common-law, or live-in partners, are considered nuclear family for the purpose of CBMS data collection.
NOTE

Below are case examples for your additional reference in determining the number of nuclear families in a household:

Cases/ExamplesNumber of nuclear familiesPossible codes in A04
1. One-man household or a person living alone100 – One-member household
2. Household composed of a single family composed of a married couple with unmarried children1 01 - Family head
02 – Spouse (married)
04 – Son (and/or)
05 – Daughter

OR

01 – Family head
06 – Brother (and/or)
07 – Sister
08 – Father
09 – Mother
3. Household composed of a single family composed of a married couple without children101 – Family head
02 – Spouse (married)
4. Household composed of a single family composed of an unmarried couple with unmarried children101 – Family head
02 – Spouse (common-law/live-in; or
03 – Partner)
04 – Son (and/or)
05 – Daughter

OR

01 – Family head
06 – Brother (and/or)
07 – Sister
08 – Father
09 – Mother
5. Household composed of a single family composed of an unmarried couple without children101 – Family head
02 – Spouse (common-law/live-in; or
03 – Partner)
6. Household composed of a father with unmarried child/children101 – Family head
04 – Son (and/or)
05 – Daughter

OR

01 – Family head
08 – Father

OR

01 – Family head
06 – Brother (and/or)
07 – Sister
08 – Father
7. Household composed of a mother with unmarried child/children101 – Family head
04 – Son (and/or)
05 – Daughter

OR

01 – Family head
09 – Mother

OR

01 – Family head
06 – Brother (and/or)
07 – Sister
09 – Mother
8. Household composed of a single family with one of the children is a stepson of the household head101 – Family head (Household head)
02 – Spouse (common-law/live-in; or
03 – Partner)
04 – Son (Biologically related son of family/household head)
04 – Son (Stepson of the family/ household head)
05 – Daughter
9. Household composed of:
  1. Married couple with children; and
  2. Orphaned relative of the family dependent on the married couple
101 – Family head (Household head)
02 – Spouse (common-law/live-in; or
03 – Partner)
04 – Son (and/or)
05 – Daughter
10 - Other family member

  • Do not refute the respondent’s answer on the status of the orphaned relative of the family.
  • If the respondent declares him/her as son/daughter of the family head, record the orphaned relative as ‘04’ or ‘05’. Put NOTES/ REMARKS to note difference in surnames if any.
NOTE
Other similar cases to orphaned relative of the family and may be recorded as ‘10’ – Other family member (if not declared as any of codes ‘04’ to ‘05’):
  • Tagibi
  • Paalagang bata ng kamag-anak
10. Household composed of:
  1. Grandparents living together (married or unmarried or common-law live-in); and
  2. Grandchildren who are siblings
101 – Family head (One of the grandparents is the head of household/family)
02 – Spouse (common-law/live-in; or
03 – Partner)
10 – Other family member (1st grandchild)
10 – Other family member (2nd grandchild)

OR

01 – Family head (One of the grandchildren is head of household/family)
06 – Brother (and/or)
07 – Sister
10 - Other family member
11. Household composed of:
  1. Household head without children; and
  2. Grandparent/s and/or Sibling/s of the grandparent of the children
2Nuclear family of household head:
01 – Family head

AND

Nuclear family of sibling grandparents:
01 – Family Head (and/or)
06 – Brother (and/or)
07 – Sister
12. Household composed of:
  1. Married couple with children; and
  2. Siblings of the mother of the children
2Nuclear family of married couple with children:
01 – Family head
02 – Spouse (married)
04 – Son (and/or)
05 – Daughter

OR

01 – Family head
06 – Brother (and/or)
07 – Sister
08 – Father
09 – Mother;

AND

Nuclear family of sibling/s of the mother of the children:
01 – Family Head (and/or)
06 – Brother (and/or)
07 – Sister
13. Household composed of:
  1. Household head without children;
  2. Sister/Brother of the household head; and
  3. Cousin/s of the household head
2Nuclear family of sibling/s:
01 – Family head
06 - Brother
07 – Sister

AND

Nuclear family of the cousin/s2 :
01 – Family head
06 – Brother (and/or)
07 – Sister
14. Household composed of three (3) cousins living together (No brothers and sisters among the three (3) cousins101 – Family head
10 - Other family member
15. Household composed of:
  1. Married couple with children; and
  2. Household helper
2Nuclear family of married couple with children:
01 – Family head
02 – Spouse (married)
04 – Son (and/or)
05 – Daughter

OR

01 – Family head
06 – Brother (and/or)
07 – Sister
08 – Father
09 – Mother;

AND

Nuclear family of household helper3:
01 – Family head
16. Household composed of:
  1. Married couple with children; and
  2. Two (2) boarders who are nonrelatives
3Nuclear family of married couple with children:
01 – Family head
02 – Spouse (married)
04 – Son (and/or)
05 – Daughter

OR

01 – Family head
06 – Brother (and/or)
07 – Sister
08 – Father
09 – Mother;

AND

Nuclear family of 1st of the two (2) boarders4:
01 – Family head

AND

Nuclear family of 2nd of the two (2) boarders:
01 – Family head
17. Household composed of:
  1. Married couple with children; and
  2. Two (2) boarders who are sisters
2Nuclear family of married couple with children:
01 – Family head
02 – Spouse (married)
04 – Son (and/or)
05 – Daughter

OR

01 – Family head
06 – Brother (and/or)
07 – Sister
08 – Father
09 – Mother;

AND

Nuclear family of the two (2) boarders (who are sisters):
01 – Family head
07 – Sister
  1. Relatives of the nuclear family are to be treated as another nuclear family.

  2. Nonrelative members of the household to be treated each as “nuclear family”. Each domestic helper is to be treated as one (1) nuclear family.

  3. Each boarder (not a relative of other boarder in the household) is to be treated as one (1) nuclear family.

A04: Relationship to the Head of the Nuclear Family

Ask the respondent, “What is (NAME)’s relationship to the head of the nuclear family?”.*

The head of the nuclear family (similar to the household head) is an adult member of the nuclear family, male or female, who is responsible for the organization and care of the family, or who is regarded as such by the members of the family.

There should only be one (1) head in each nuclear family. If a person is the only member of the nuclear family, then he/she will automatically be the head of the nuclear family.
NOTE

For households with only one member, the code to be selected is ‘00’.

Refer to the codes below:

CodeDescription
00One-member household
01Family head
02Spouse
03Partner
04Son
05Daughter
06Brother
07Sister
08Father
09Mother
10Other family member

The head of the household should automatically be the head (code 01) of the first nuclear family. Similarly, the household head’s spouse should be the spouse (code 02) of the head of the first nuclear family.

For same-sex couples, Partner (code 03) will be used to refer to the same-sex partner of the head of the family regardless of their marital status. Once again, do NOT refute the response of the respondent on this data item. Put NOTES/REMARKS as may be necessary.

In some families, other relatives are being tended by the family head. Some may call them as tagibi o paalagang bata ng kamag-anak, and may usually not have undergone legal adoption or guardianship process. They may be declared by respondent as son (code 04), or daughter (code 05) of the family head (code 01). If such is the case, report them as reported by the respondent. If the respondent explicitly mentions that the person is a tagibi o paalagang bata ng kamag-anak, you may record him or her as other family member (code 10).

Code 10 case examples are also provided in A03. These may be used in family setups such as grandparents and grandchildren living together, and other relatives living together. Note that putting NOTES/REMARKS is required whenever code ‘10’ is used. The other family member’s specific relationship to the family head should be added as NOTES/REMARKS.

Below is an example of the listing of household members:

Line NumberNameRelationship to the Household HeadNuclear Family AssignmentRelationship to the Head of the Nuclear Family
1Dela Cruz, Juan A.01 Head101 Family head
2Dela Cruz, Juana B.02 Spouse102 Spouse
3Dela Cruz, Pedro B.03 Son104 Son
4Garcia, Ana D. 04 Daughter202 Spouse
5Garcia, Ben E.07 Son-in-law201 Family head
6Garcia, Jude D.09 Grandson204 Son
7Dela Cruz, Teresa A.12 Mother301 Family head
8Reyes, Emma G.24 Domestic helper401 Family head

Refer to Illustration 1.1 for a chart representation of this example.

Meanwhile, below is an example of a household with only one (1) member.

Line NumberNameRelationship to the Household HeadNuclear Family AssignmentRelationship to the Head of the Nuclear Family
1Santos, Maria H.01 Head100 One-member household

Illustration 1.1

Example for the Relationships of the Household Members to the Household Head and Nuclear Family Assignment

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A05: Sex

Sex-disaggregated data is of prime importance in demographic and socioeconomic studies on men and women. Moreover, sex-disaggregated population data are basic data used in evaluating the completeness and accuracy of CBMS counts.

Determine the sex at birth of each household member by asking the question, “Is (NAME) male or female?”. Write code ’1’ in the box for male, or code ‘2’ for female.

Most often, the sex of each household member can be determined by his/her name or relationship to the household head, but in some cases, there is a need to ask the respondent whether the person is a male or female. Some names such as Charlie, Florence, Alex, Joy, Tony, Frances, Jackie, Dany, George, Rosario, Joey, and others have been commonly given to either a male or female person.

A06: Date of birth

Ask the question, “In what month, day, and year was (NAME) born?”.

In CAPI, select the month, date, and year of birth for each household member. Enter the respondent’s date of birth by MM/DD/YYYY format.

In PAPI, write the two-digit code for the month and the complete year of birth in the corresponding boxes provided.

Presented below are the two-digit codes corresponding to the 12 months.

CodeDescriptionCodeDescription
01January07July
02February08August
03March09September
04April10October
05May11November
06June12December

Should the respondent have difficulty in remembering the dates, please probe by citing key or significant events that might lead to the determination of the date of birth of the household member. You may cite or use terms of Philippine president, election years, major natural disasters, key dates in history, world events, etc. You may also refer below for the list of significant events.

Examples of well-known events:

YearNotable Events
Prior to 1945President was Osmeña, Laurel, or Quezon
1945Liberation of the Philippines from the Japanese
1957President Magsaysay died in a plane crash
1961Diosdado Macapagal was elected president
1965Ferdinand Marcos was elected president
1968Ruby Tower collapsed during an earthquake
1969Gloria Diaz won the Miss Universe title
1972President Marcos declared Martial Law
1973Margie Moran won the Miss Universe title
1975Thrilla in Manila (Mohamad Ali versus Joe Frazier)
1981Pope John Paul II first visited the Philippines
1983Former Senator Benigno Aquino Jr. was assassinated
1986People Power Revolution
1990Strong earthquake devastated Baguio City, Pangasinan, and other parts of Northern Luzon
1991Mt. Pinatubo erupted, Ormoc Tragedy
1992Fidel Ramos was elected president
1998Cebu Pacific airplane crashed in Cagayan de Oro City
Joseph Estrada was elected president
2000ILOVEYOU computer virus was released by a student
Rizal Day bombings
2001Gloria Macapagal Arroyo was sworn in as the President
2003Oakwood mutiny
2004Gloria Macapagal Arroyo was elected as the President
Noli de Castro was elected as the Vice President
Issue on Hacienda Luisita
Indian Ocean earthquake and tsunami (Boxing Day tsunami)
Typhoons Unding, Violeta, Winnie and Yoyong
2005Precious Lara Quigaman won Miss International 2005
Philippines hosted the 2005 SEA Games
2006Guimaras oil spill
Typhoons Milenyo and Reming
2009Storm Ondoy hit Metro Manila and other parts of Luzon
Ampatuan Massacre
Manny Pacquiao vs. Ricky Hatton
2010Benigno S. Aquino III was elected as the President
2011Typhoon Sendong hit Visayas and Mindanao
Tohoku earthquake and tsunami, and Fukushima Daiichi nuclear disaster in Japan
2012DILG Secretary Jesse Robredo died in a plane crash
Pedro Calungsod was canonized in Vatican City
Typhoon Pablo hit Mindanao
2013Moro National Liberation Front and government forces clashed in Zamboanga City
Strong earthquake devastated Bohol and Cebu
Super Typhoon Yolanda hit the Visayas
Megan Young won Miss World 2013
2015Pope Francis visited the Philippines
Pia Wurtzbach won Miss Universe 2015
2016Rodrigo Roa Duterte was elected President
2017Marawi Siege
2018Catriona Gray won Miss Universe 2018
2019Philippines hosted the 30th Southeast Asian Games
2020WHO declared COVID-19 Pandemic

A07: Age

Data on age is essential in analyzing population changes and in preparing population estimates and forecasts needed for the provision of basic health and social services like immunization and coverage of senior citizens by the national insurance program of PhilHealth. This information is also needed for actuarial analysis of probability of survival and other related life-table functions.

Determine the age of each household member by asking the respondent, “What is (NAME)'s age as of February 28, 2023?”. This will be automatically generated in the CBMS Mobile Application, but you still need to ask the question to the respondent. Verify if the age mentioned by the respondent is the same as the value generated by the application. If they are not the same, you may revisit the inputted birthday (A06) with the respondent. You may also assist the respondent in providing the age given the month, date, and year provided in the previous question.

For the purpose of this CBMS, age as of February 28, 2023 refers to the interval of time between the person’s date of birth and his/her last birthday prior to February 28, 2023. It is expressed in completed years or whole number.

You should still ask A07 (Age) even if the date of birth is already given in item A06.
REMINDER

Here are some basic guidelines on checking date of birth and age for your reference:

  1. If a member of the household celebrated his/her last birthday on or after March 01, 2023, then you have to record his/her age as of his/her previous birthday or the birthday celebrated in 2022.

    For example, a person born on March 02, 1991 has just celebrated his/her 32nd birthday. At the date of your visit (March 03, ), that person’s age is 32 years old. Noting the reference date for the CBMS Form 2 (i.e., as of February 28, 2023), the age to be reported for this particular person should be ‘031’, and NOT ‘032’.

  2. If a member of the household celebrated his/her last birthday before March 01, 2023, then you have to record his/her age as of the birthday celebrated in 2023. For example, the age to be reported of a person born on February 28, 1991 should be ‘032’.

  3. Three boxes are allotted for the age of household members. Enter the age of every person one year old and over in completed years. Prefix zero (0) for ages 1 to 99 years, for example: ‘002’, ‘010’, and others. For persons less than one year old, enter ‘000’. If the reported age is 7½, record ‘007’.

  4. Check for inconsistencies in the ages of mother and her children. The respondent may have given incorrect information for one reason or another. Probe and verify further when the age difference between the mother and her eldest child is less than 15 years.

  5. If the exact age is not known, ask for an estimate. It may also help to estimate his/her age based on the ages of his/her siblings if these are known. In some cases, you may ask the respondent to recall some well-known local, national, or world event in the past by which the date of birth of the member may be associated with. If all possible means have already been exhausted and the respondent is still unable to give the age of the member, record the respondent’s best estimate.

After completing the interview, check for the consistency of age and date of birth reported for each member using the Age as of Last Birthday Conversion Table (See Appendix 9 for reference) for A07 - Age. Resolve any inconsistency while you are still in the household. Refer to the instructions on the next page when checking the consistency of A06 - Date of Birth and A07 - Age using this table.

  1. If both month and year are recorded in A06 - Date of birth

    Check with the table the date of birth you recorded in A06. If the month of birth is before March 01, use the column marked “Before March 01”. If the month of birth is March or any month after March, use the column marked “On or after March 01”.

    Check if the age corresponding to the year of birth reported in A06 is consistent with the age reported in A07. If the age recorded in A07 is not the same as the age in the table, ask the respondent which information is correct. Make the necessary correction.

  2. If only year of birth is recorded in A06 - Date of birth

    Using the table, check the age in columns marked “Before March 01” and “On or after March 01” with the year of birth recorded in A06. Check if the age corresponding to the year of birth reported in A06 is consistent with the age reported in A07. If the age reported in A07 is not the same as the age in the table, probe to determine which information is correct. Make the necessary correction.

    Some respondents may have some difficulty in remembering dates of birth. Thus, probing is important in order to capture the precise date of birth or the nearest estimate to date of birth.

    There must be a reported age for every household member in column A07.
    NOTE

A08: Birth registered in Local Civil Registry Office

The birth of a person is one of the vital events subject to official registration. The recording of the occurrence of a birth in the city/municipal civil registry office is called birth registration. The purpose of collecting these data is to determine the extent of birth registration in the country. Low registration of births would prompt policy makers and program managers to devise measures to increase the level of birth registration.

Ask the respondent, “Was (NAME)’s birth registered with the Local Civil Registry Office?”. Write code ‘1’ in the box if the answer is Yes, or code ‘2’ if the answer is No.

If the birth registration of a member of the household is unknown to the respondent, ask the question to the member himself/herself. If the birth registration is still unknown after probing, write code ‘8’ in the box for Don’t know.

CodeDescription
1Yes
2No
8Don't Know

A09: Marital status

Marital status refers to the personal status of an individual with reference to the marriage laws or customs of the country. It is often related to civil status, the term usually used in official and private records, documents, and transactions in the country. The person’s marital status shall be as of the date of visit.

For persons aged 10 years or older, ask the question “Is (NAME) single, married, in common-law/live-in arrangement, widowed, or divorced/separated/annulled?”.

Write the code corresponding to the marital status reported by the respondent in the box provided. Below are the categories for marital status and their corresponding codes and definitions:

CodeDescription
1Single – a person who has never been married
2Married – a person married in a religious, civil ceremony or tribal rites, either living with his/her spouse at the time of visit or temporarily living apart because his/her spouse is employed elsewhere (as in the case of a person whose spouse is an overseas worker, or works in the Armed Forces and residing somewhere else)
3Common-law / Live-in – a person cohabiting or living consensually with another person as husband and wife without the benefit of a legal marriage
4Widowed – a married person whose spouse has died and who has not married up to the time of visit
5Divorced – a person whose bond of matrimony has been dissolved legally and who therefore can remarry
6Separated – a person separated legally or not from his/her spouse because of marital discord or misunderstanding
7Annulled – Annulment applies to a marriage that is presupposed valid until otherwise declared annulled by the court
8Unknown – a person whose marital status is unknown to the respondent, or whose marital status is being concealed by the respondent/person himself/herself

For persons below 10 years old, write code ‘1’ for Single without asking the question. In cases when such household members have marital status other than Single, please record the actual marital status. Put remarks on the response/data item when such a case happens, e.g., “As reported and verified by respondent”, etc.

Regardless of your knowledge of any official record or of your personal knowledge about the marital status of a person, record his/her marital status as reported by the respondent.

If a household member has a same-sex partner living in the same household and were married abroad, record his/her last marital status previous to being married to his/her same-sex partner.

If a household member has a same-sex partner living in the same household and were married abroad, record his/her last marital status previous to being married to his/her same-sex partner.

What is the marital status of a person who got married abroad with his/her same-sex partner?

Record last marital status previous to being married to same-sex partner.

A10: Ethnicity

Ethnicity is a primary sense of belonging to an ethnic group based on descent/blood relation/consanguinity. Ethnic group is consanguineous in nature, meaning, the ties are reckoned by blood and traced through the family tree. Thus, ethnicity refers to the household member’s identity, by descent/blood relation/consanguinity and not by mere choice nor by adoption or confirmation by any ethnic group primarily the Indigenous Peoples (IPs).

Ethnicity includes indigenous peoples, non-indigenous ethnic groups, and foreign descent. Examples of indigenous peoples are Akeanon, Manobo, Subanen/Subanon, Ibanag, and Kankanaey while non-indigenous ethnic groups include Tagalog, Bisaya/Binisaya, Cebuano, Ilocano, and Ilonggo, among others. American, Chinese, Japanese, Indian, and Koreans are some of the examples of foreign descent.

Generally, ethnic grouping denotes genealogical and paternal lineage to any of the Philippines’ group of population. Specific to the IP, however, and for the purpose of the 2023 CBMS, ethnic grouping also includes maternal lineage. As such, anybody whose consanguinity with both parents or any of them, who is/are member/s of an IP groups, is an Indigenous Person.

As defined in Section 3h, Chapter II, of Republic Act No. 8371, otherwise known as the Indigenous Peoples Rights Act (IPRA), IPs refer to a group of people or homogenous societies identified by self-ascription and ascription by others, who have continuously lived as organized community on communally bounded and defined territory, and who have, under claims of ownership since time immemorial, occupied, possessed, and utilized such territories, sharing common bonds of language, customs, traditions, and other distinctive cultural traits, or who have, through resistance to political, social, and cultural inroads of colonization, non-indigenous religions and cultures, became historically differentiated from the majority of Filipinos. IPs likewise include peoples who are regarded as indigenous on account of their descent from the populations which inhabited the country, at the time of conquest or colonization, or at the time of inroads of non-indigenous and cultures, or the establishment of present state boundaries, who retain some or all of their own social, economic, cultural, and political institutions, but who may have been displaced from their traditional domains or who may have resettled outside their ancestral domains.

Ask the respondent, “What is (NAME)'s ethnicity by descent/blood relation/consanguinity?”.

It is important that you make a follow-up question by mentioning the common ethnic groups in your area. Thus, you should say, “Is he/she a/an _____?” (MENTION THE PREDOMINANT/COMMON IP OR NON-IP GROUPS IN THE AREA).

For instance, if you are assigned in the municipality of Upi in the province of Maguindanao, which is predominantly inhabited by Maguindanaons, Iranons, and Tedurays, mention these ethnic groups by saying, “Is he/she a Maguindanao, Iranon, or Teduray?”.

If you are assigned to Surigao City in the province of Surigao del Norte, where most inhabitants are Mamanwas, Cebuanos or Bisaya, mention these ethnic groups as examples.

The PSA provincial statisticians will be familiar with the predominant/common IP or non-IP groups living in the area. Request for a copy of the list. As a PSA focal person on the CBMS, prioritize the compilation of a list to guide enumerators in the area.

As a strategy, ask the probing question, “What is the ethnicity of your mother? father?”. Mentioning the common ethnic groups in the area can help the respondent identify the ethnicity of his/her parents. In this case, you can easily identify which ethnic group they belong to. Refer to Appendix 8 for the most common ethnic groups by province.

Cases of mixed ancestry, that is, parents belonging to different ethnic groups are common. In these cases, refer to the following explanations:

Case 1 – Mixed Non-IP parents

Father – TagalogMother - Ilocano

In this case, children below 13 years of age who could not yet decide on their ethnicity at the time of CBMS should take the ethnicity of their mother.

Children aged 13 years old and over will decide between the ethnicity of their parents. If these children are around, ask them directly. Otherwise, ask the respondent on behalf of these children.

Decision rule:

Children 13 years old and over - either Tagalog or Ilocano

Children below 13 years old - Ilocano

Case 2 – Mixed IP parents

Father – KankanaeyMother - Ibaloy

In this case, children below 13 years of age who could not yet decide on their ethnicity at the time of CBMS should take the ethnicity of their mother.

Children aged 13 years old and over will decide between the ethnicity of their parents. If these children are around, ask them directly. Otherwise, ask the respondent on behalf of these children.

Decision rule:

Children 13 years old and over - either Kankanaey or Ibaloy

Children below 13 years old - Ibaloy

In a family, there could be two distinct ethnicities that both belong to IP group. The ethnicity of the children, therefore, should follow the ethnicity of any of the parents.
REMINDER

Case 3 – Mixed IP and Non-IP parents

Example 1

Father – Dumagat (IP)

Mother – Kapampangan (Non-IP)

Example 2

Father – Kapampangan (Non-IP)

Mother – Dumagat (IP)

If only one of the parents is an IP, the ethnicity of all children, regardless of age, should follow that of the IP parent.

Decision rule:

All children – Dumagat

Case 4 – Mixed IP and Muslim parents

Example 1

Religion: Islam

Ethnicity:

Father – Maranao (Muslim)

Mother – Manobo (IP)

Example 2

Religion: Islam

Ethnicity:

Father – Manobo (IP)

Mother – Maranao (Muslim)

Muslim tribes are paternalistic, by nature.

For a family with Islam as religion, the ethnicity of all children, regardless of age, should follow the father’s ethnicity.

Decision rule:

Example 1

All children – Maranao

Example 2

All children – Manobo (IP)

In ancestral domain (AD), the ethnicity of the child should follow the ethnicity of the IP parent who belongs to such AD.
NOTE

Case 5 – Mixed Muslim parents

Example 1

Religion: Islam

Ethnicity:

Father – Tausug

Mother – Sangil

Example 2

Religion: Islam

Ethnicity:

Father – Sangil

Mother – Tausug

In this case, for a family with Islam as religion, all children, regardless of age, should follow the ethnicity of their father.

Decision rule:

Example 1

All children – Tausug

Example 2

All children – Sangil

However, for a family belonging to a Muslim tribe that adopted a religion other than Islam, the ethnicity of the children aged 13 years old and over should decide between the ethnicity of their parents, while children below 13 years of age should take the ethnicity of their mother.

Case 6 – Mixed Muslim and Non-IP parents

Example 1

Religion: Islam

Ethnicity:

Father – Tausug (Muslim)

Mother – Bicolano (Non-IP)

Example 2

Religion: Islam

Ethnicity:

Father – Bicolano (Non-IP)

Mother – Tausug (Muslim)

In example 1, all children, regardless of age, should be considered as Tausug. However, if it happens that the father is a Bicolano and the mother is Tausug (example 2), their children should be considered as Bicolanos, strictly adhering to paternalistic concept.

Decision rule:

Example 1

All children – Tausug

Example 2

All children – Bicolano

Answers such as Igorot, Cordilleran, Lumad, Bangsa Moro, among others are not IP or ethnic groups. These are generic or general/collective terms coined by others or by religious groups to refer to groups, which, with constant use and span of time, have somewhat adopted to identify themselves with. If you encounter answers such as these, probe further by mentioning some of the predominant/common subgroups in the area.

Igorot Mangyan Cordilleran Lumad Bangsa Moro
Ibaloy
Kankanaey
Itneg/Tinguian
Isneg
Isnag
Iwak
Kalanguya
Karao
Bago
Ifugao
Kalinga
Balangao
Gaddang
Bontok
Agta
Applai
Kachacran
Majokayong
Alangan
Iraya
Buhid
Tau-Buhid
Hanunuo
Gubatnon-Ratagnon
Bangon
Tadyawan
Ibaloy
Kankanaey
Itneg/Tinguian
Isneg
Isnag
Iwak
Kalanguya
Karao
Bago
Ifugao
Kalinga
Balangao
Gaddang
Bontok
Agta
Applai
Kachacran
Majokayong
Ilocano
Tagalog and other
domiciles
Cordillera
Administrative
Region
Atta
B’laan
Banwaon
Bagobo
Bukidnon
Dibabawon
Higaonon
Mamanwa
Mandaya
Manguangan
Manobo
Mansaka
Subanen
Tagakaolo
Talaandig
Teduray
T’boli
Ubo
Higaonon,
others
Maranao
Tausog
Maguindanao
Iranon
etc.

Write the ethnic group on the line and its corresponding code in the boxes. Use the codebook as reference.

A11: Religious Affiliation

Religious affiliation refers to a particular system of beliefs, attitudes, emotions, and behaviors constituting man’s relationship with the powers and principalities of the universe. Data on this is required for the planning of religion-related and/or religion-sponsored activities. They may also be used in examining the ethnic characteristics of the population.

For the 2023 CBMS, religion is either defined as: (a) religious or spiritual belief of preference, regardless of whether or not this belief is represented by an organized group or (b) affiliation with an organized group having specific religious or spiritual tenets.

Ask the respondent, “What is (NAME)’s religious affiliation?”. Specify the religious affiliation of the member as reported by the respondent on the line provided. Write the corresponding code in the boxes. Use the codebook as reference.

An infant who is not yet baptized must carry the religious affiliation of his/her mother. Take note of the following cases:

  1. The “Protestant” / “Baptist” religion has different denominations. If the respondent reported that the member’s religious affiliation is Protestant/Baptist, ask for the specific name of the religious sect.

    Examples of Baptist religion are Association of Fundamental Baptist Churches in the Philippines, Baptist Conference of the Philippines, Bible Baptist Church, and others.

    Examples of Protestant religion are Lutheran Church of the Philippines, IEMELIF Reform Movement, and others.

    For Protestants and members of other religious groups who now call themselves as “Christian” or “born again”, ask for the specific name of their group. For instance, Foursquare Gospel Church in the Philippines, Jesus is Lord Church, and others. If the respondent cannot give this information, ask where they are attending religious services.

  2. There are members of charismatic groups like El Shaddai followers who still attend or practice Roman Catholic rites. They should still be considered as Roman Catholic, including Catholic Charismatic.

  3. Indigenous peoples (IPs) who practice a traditional religious or belief system may not necessarily belong to any church. If they do not belong to any formal religion but practice tribal or indigenous rituals or have faith in their own supreme deities (Kabunian, Apo Namalyari, or Magbabaya), then write “TRIBAL RELIGION”.

  4. As reference, use the codebook that can be accessed at CBMS Resources PWA.

A12: Registration in Philippine Identification System

The Philippine Identification System Act or Republic Act No. 11055 or the PhilSys Act aims to establish a single national identification system for all citizens and resident aliens of the Republic of the Philippines. The valid proof of identity provided by the PhilSys shall be a means of simplifying public and private transactions and shall be a social and economic platform that promotes seamless social service delivery and strengthening of financial inclusion for both public and private services.

Ask the respondent, “Was (NAME) issued a National ID/PhilID?”. Select ‘1’ for Yes, or ‘2’ for No. If it is unknown, select ‘8’ for Don’t know. If the respondent said No or Don’t know, proceed to A14.

CodeDescriptionSkipping Instruction
1Yes
2NoGO TO A14
8Don't knowGO TO A14

Below is an example of the PhilID. You may need to ask the respondent of the physical copy of the ID to probe if they have been issued PhiIID. Members of the household who were issued PhilIDs and are present at the time of interview may also be requested to show their IDs.

The front of the PhilID contains the cardholder’s front-facing photograph and basic demographic information in print, such as their full name, date of birth, and residence address. The PhilID also carries covert features that cannot be replicated to ensure the card’s security and authenticity, such as the ID’s design, microprinted texts, and color-shifting prints.

The front card design of the PhilID also showcases the PhilSys Card Number (PCN).

The back design of the PhilID includes the rest of the cardholder’s demographic information such as their sex, blood type, marital status, and place of birth. This part of the ID also displays a QR code that can be scanned to determine the cardholder’s Philsys Serial Number (PSN), a barcode for the card’s serial number, and a microprint of the PSN.

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Source: ABS-CBN Newsopen in new window

A13: PhilSys Card Number (PCN)

The PhilSys Card Number (PCN) serves as the serial number for the physical ID card. The PCN is different from the registrant’s PhilSys Number (PSN). Should a cardholder report a missing ID card, he or she will get a new PCN along with a new PhilID, but the PSN will be retained. Record the PCN that is located at the upper portion at the front of the PhilID.

Ask the respondent, “What is (NAME)'s PhilSys Card Number (PCN)?”. Household members who were issued PhilIDs and are present at the time of interview may be requested to show their IDs.

If the household member already has an ID and is willing to provide his/her PCN, scan the QR code at the back of the PhilID to capture the 16-digit PCN. The EN may also encode the 16-digit PCN if the scanning failed.

If using PAPI, manually enter the 16-digit PCN of the household member.

If the household member already has an ID but the respondent/household member forgets, does not know his/her PCN because his/her PCN is not available within the housing unit at the time of interview, enter ‘9999999999999998’ then provide NOTES/REMARKS. In case, the respondent/household member is not willing to share the PCN, enter ‘9999999999999997’ for Not open to share.

PhilID is a confidential and private document. Do not capture a photo of a person’s PhilID. Do not force the person to show or share his/her ID with you. Request them to read for you the PCN. If they cannot do it due to physical limitations, you may provide your assistance by letting them show you their PhilID while you record the number in the questionnaire. PCN may be used by the PSA to verify the identity of persons in CBMS with PhilIDs.
undefinedNOTE

Proceed to A15 after answering this item

  1. Pay extra attention in scanning the QR Code of the PhilSys ID on item A13 when code 1 (Specify PCN by scanning) is chosen, since the tablet’s camera can also scan the barcode below the QR code. To ensure that the one scanned is the QR code, check the next field by clicking on the ‘Next’ button. It should reflect the 16-digit PCN of the PhilSys ID.
  2. If the tablet cannot scan the QR code of the PhilSys ID, the EN may encode manually by choosing code 2 (Specify PCN by encoding).

A14: Step-2 registration

Step 2 of PhilSys Registration includes validation of demographic data, and capture of biometric information such as fingerprint, iris scan, and front-facing image.

Ask the respondent, “Has (NAME) undergone Step 2 Registration for the National ID/PhilID?”. Select the corresponding codes given by the respondent below. Then, proceed to A15.

CodeDescription
1Yes
2No
8Don't Know

A15: City/Municipal LGU ID

City/Municipal ID is a program of the local government units to record a profile of their city/municipal residents with an aim to provide better services for them.

Note that the PhilID program led by the PSA is NOT THE SAME as the city/municipal LGU ID. Probe further so that you are sure that the respondent understands that you are actually referring to the city/municipal ID, NOT the PhilID. City/municipal LGU ID should be issued in the city/municipal LGU where the household resides.

Ask the respondent, “Was (NAME) issued a city/municipal LGU ID?”. Select the corresponding codes given by the respondent below. Select ‘1’ for Yes, ‘2’ for No, or ‘3’ for Don’t know. If the answer is ‘No’ or ‘Don’t know’, proceed to A17. Choose the corresponding codes given by the respondent below.

CodeDescriptionSkipping Instruction
1Yes
2NoGO TO A17
8Don't KnowGO TO A17

Below is an example of a City/Municipal ID.

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Source: Quezon City Government Facebook Page


Prior to data collection, it is important for you to ascertain if the city/municipal LGU issues an LGU ID. Coordinate with your TS/CAS to check with the city/municipal LGU presence of such practice/policy in the LGU. If upon written verification with the CBMS Focal Person in the LGU there really is no LGU ID being issued, you may mark this as ‘2’ for No. It is the responsibility of the HCAS to clarify with the city/municipal statistician and/or LGU focal person whether there is a LGU ID being issued in the city/municipality. The HCAS should then cascade the information to the TS/CAS, who will then transmit this to the ENs.

A16: LGU ID Number

Ask the respondent, “What is (NAME)'s LGU ID number?”. Enter the city/municipal LGU ID number of each household member. You may ask for a copy of the city/municipal LGU ID to make sure that you enter the number correctly. Should the respondent forget or does not know if a household member has a city/municipal LGU ID, enter ‘98’ then provide details on the NOTES/REMARKS.

A17: Solo Parent

Ask items A17 to A18 for household members ten (10) years old and over.

Based on the Implementing Rules and Regulations of the Solo Parents’ Welfare Act of 2000, the following are considered as solo parent:

  1. A woman who gives birth as a result of rape and other crimes against chastity even without a final conviction of the offender: Provided, That the mother keeps and raises the child;

  2. Parent left solo or alone with the responsibility of parenthood due to death of spouse;

  3. Parent left solo or alone with the responsibility of parenthood while the spouse is detained or is serving sentence for a criminal conviction for at least one (1) year; The law applies to the spouses of prisoners, whether or not a final judgment has been rendered, provided they are in detention for a minimum period of one (1) year;

  4. Parent left solo or alone with the responsibility of parenthood due to physical and/or mental incapacity of spouse as certified by a public medical practitioner;

  5. Parent left solo or alone with the responsibility of parenthood due to legal separation or de facto separation from spouse for at least one (1) year, as long as he/she is entrusted with the custody of the children;

  6. Parent left solo or alone with the responsibility of parenthood due to declaration of or annulment of marriage as decreed by a court or by a church as long as he/she is entrusted with the custody of the children;

  7. Parent left solo or alone with the responsibility of parenthood due to abandonment of spouse for at least one (1) year;

  8. Unmarried mother/father who has preferred to keep and rear her/his child/children instead of having others care for them or give them up to a welfare institution;

  9. Any other person who solely provides parental care and support to a child or children provided he/she is duly licensed as a foster parent by the DSWD or duly appointed legal guardian by the court;

  10. Any family member who assumes the responsibility of head of family as a result of the death, abandonment, disappearance or prolonged absence of the parents or solo parent: Provided, that such abandonment, disappearance, or absence lasts for at least one (1) year.

Ask the respondent, “Is (NAME) a solo parent taking care of a child/children?”. Select ‘1’ for Yes, or ‘2’ for No as provided by the respondent. If the respondent answers ‘No’, proceed to A19.

The law defines children of solo parents as:
  • Dependent upon the solo parent for support and unmarried, unemployed, and below 18 years old; or
  • May be 18 years old and above in age but are incapable of self-support and/or mentally and/or physically challenged.
NOTE

The law did not consider a parent whose spouse is abroad as one of the categories of solo parent since the other spouse still exercises duties over his/her family. However, if the other parent is abroad and has lost contact with his/her family for a year or more, the other parent who is left with the custody of the family, may be considered as solo parent, provided proofs are presented to qualify as such.

Solo parenthood is a personal matter and may be a sensitive subject to discuss with the respondent. Do not refute the respondent’s answer during the interview. But bear in mind the abovementioned considerations on what is included in the concept of solo parent. Put in NOTES/REMARKS whenever necessary.


A18: Solo Parent ID

If the respondent’s answer is ‘Yes’, this question will be asked. Ask the respondent, “Does (NAME) have a Solo Parent ID?”. Select ‘1’ for Yes, or ‘2’ for No as provided by the respondent. In cases where the respondent is uncertain of the possession of other household members’ Solo Parent ID, select ‘8’ for Don’t Know.

CodeDescription
1Yes
2No
8Don't know
Not all solo parents have solo parent IDs.
NOTE

A19: Senior Citizen ID

Ask this question for household members aged sixty (60) years old and over.

Ask the respondent, “Does (NAME) have a Senior Citizen ID?”. Select ‘1’ for Yes, or ‘2’ for No as provided by the respondent. If the possession of the Senior Citizen ID of a member of the household is unknown to the respondent, ask the question to the member himself/herself. If the Senior Citizen ID is still unknown after probing, select ‘8’ for Don’t know.

CodeDescription
1Yes
2No
8Don't Know

A20: Functional Difficulty

The Washington Group Short Set on Functioning (WG-SS)

The WG chose to develop questions that would address the issue of whether persons with disabilities participate to the same extent as persons without disabilities in activities such as education, employment, or family/civic life. A major reason for this choice is the pivotal importance of the issue of social participation and equal rights from a policy perspective as illustrated by the UN Convention on the Rights of Persons with Disabilities (1) and the requirements established in the 2030 Agenda on Sustainable Development (2).

To that end, the WG focused on measuring difficulty functioning in six (6) basic, universal actions (capabilities) that, in an unaccommodating environment would place an individual at risk of restricted social participation. The measurement of environmental barriers and participation (e.g., access to education or employment) are extramural; the task then is in data analysis to determine whether persons identified with difficulties or limitations in these basic actions have participation rates equal to those without limitations.

The WG questions were designed to provide comparable data cross-nationally for populations living in a variety of cultures with varying economic resources. While the ideal would be to collect information on all aspects of the disablement process as depicted in the International Classification of Functioning, Disability and Health (ICF), such as impairments, activity limitations, participation restrictions and environmental barriers and facilitators, and to identify every person with a disability within every community, this would not be possible given the limited number of questions that can be asked on a national census and in most surveys.

The basic actions represented in this set of six questions are those that are most often found to limit an individual and result in participation restrictions. Domains were selected using the criteria of simplicity, brevity, universality, and comparability. The information that results from the use of these questions will, a) represent the majority of, but not all, persons with limitation in basic actions, b) represent the most commonly occurring limitations in basic actions, and c) be able to capture persons with similar problems across countries.

For the purpose of this CBMS, functional difficulty is classified into six (6) core categories. These difficulties are the following:

  1. Difficulty in seeing, even if wearing eyeglasses;
  2. Difficulty in hearing, even if using a hearing aid;
  3. Difficulty in walking or climbing steps, even if with cane or artificial leg;
  4. Difficulty in remembering or concentrating;
  5. Difficulty with self-care such as washing all over or dressing;
  6. Difficulty in communicating using usual (customary) language.

Each difficulty can be assessed subjectively by the respondent with the following response categories:

  1. NO, no difficulty;
  2. YES, some difficulty;
  3. YES, a lot of difficulty;
  4. Cannot do it at all.

The set is comprised of questions on six core functional domains: seeing, hearing, walking, cognition, self-care, and communication. The introduction is to be read before the questions are administered. Read to the respondent the following introduction:

Introduction: The following questions ask about difficulties a person may have doing certain activities because of a HEALTH PROBLEM.

The purpose of the introduction is to transition from questions that precede the WG Short Set, and may deal with other subject matter, to a new area of inquiry. It is intended to focus the respondent on difficulties he or she may have that are the result of physical or mental health problem(s). Included are difficulties that occur within a health context rather than those caused by a lack of resources.

Ask these set of questions,“Does (NAME) have any difficulty/problem in…?” for household members aged five (5) years old and over. Ask the questions, “Does (NAME) have any difficulty/problem in…?”. You need to read out each kind of functional difficulty one by one.

a. Seeing, even if wearing glasses;

b. Hearing, even if using hearing aid;

c. Walking or climbing steps;

d. Remembering or concentrating;

e. Self-caring (such as washing all over or dressing);

f. Communicating using his/her usual (customary) language.

Each question has four (4) response categories. It is recommended that the response options be read aloud as part of each of the six questions as follows:

CodeResponse
1NO, no difficulty
2YES, some difficulty
3YES, a lot of difficulty
4Cannot do it at all

If the household member is present, ask the question to the household member himself/herself.

NOTE
Core Functional DomainsDescription
  1. Difficulty in seeing, even if wearing eyeglasses
Seeing refers to an individual using his/her eyes and vision capacity in order to perceive or observe what is happening around him/her.

The purpose of this question is to identify persons who have vision difficulties or problems seeing even wearing glasses (if they wear glasses).

Even when wearing glasses refers to difficulty seeing with glasses if the respondent has, and uses, them – NOT how vision would be if glasses, or better glasses, were provided to one who needed them.

Included are problems:
  • seeing things close up or far away, and
  • seeing out of one eye or only seeing directly in front but not to the sides.

NOTE that if the person is wearing eyeglasses, make sure he/she understands that the question refers to difficulties he/she may have while wearing his/her eyeglasses.
  1. Difficulty in hearing, even if using a hearing aid
Hearing refers to an individual using his/her ears and auditory (or hearing) capacity in order to know what is being said to him/her or the sounds of activity, including danger that is happening around him/her.

The purpose of this question is to identify persons who have some hearing limitation or problems of any kind with their hearing even when using a hearing aid (if they wear a hearing aid).

Even if using a hearing aid refers to difficulty hearing with a hearing aid if the respondent has, and uses, that device – NOT how hearing would be if hearing aids, or better hearing aids, were provided to one who needed them.

Included are problems:
  • hearing in a noisy or a quiet environment,
  • distinguishing sounds from different sources, and
  • hearing in one ear or both ears.

NOTE that if the person is using hearing aids, make sure that he/she understands that the question refers to difficulties he/she may have even while wearing his/her hearing aids.
  1. Difficulty in walking or climbing steps
Walking refers to the use of lower limbs (legs) in such a way as to propel oneself over the ground to get from point A to point B.

If assistance of any device (wheelchair, crutches, walker, etc.) or human is needed, the person has difficulty walking.

The purpose of this item is to identify persons who have some limitation or problems of any kind getting around on foot.

Included are problems:
  • walking short (about 100 yards/meters) or long distances (about 500 yards/meters),
  • walking any distance without stopping to rest is included, and
  • walking up or down steps.

Difficulty in walking includes those resulting from impairments in balance, endurance, or other non-musculoskeletal systems. For example, blind people having difficulty walking in an unfamiliar place or those people with poor eyesight having difficulty in climbing stairs when there is no lighting.

Any difficulty with walking (whether it is on flat land, or up or down steps) that is considered a problem should be captured.
  1. Difficulty in remembering or concentrating
Remembering refers to the use of memory to recall incidents or events. It means the individual can bring to mind or think again about something that has taken place in the past (either the recent past or further back). With younger people, remembering is often associated with storing facts learned in school and being able to retrieve them when needed.

NOTE: Remembering should NOT be equated with memorizing or with good or bad memories.

Concentrating refers to the use of mental ability to accomplish some tasks such as reading, calculating numbers, learning something. It is associated with focusing on the task at hand in order to complete the task.

The purpose of this item is to identify persons who have some problems with remembering or focusing attention that contribute to difficulty in doing their daily activities.

Included are problems:
  • finding one’s way around, being unable to concentrate on an activity, or forgetting one’s whereabouts or the date, and
  • problems remembering what someone just said or becoming confused or frightened about most things


NOTE: Difficulty in remembering or concentrating because of common everyday situations such as high workload or stress, or as a result of substance abuse are EXCLUDED.
  1. Difficulty with self-care such as washing all over or dressing
Washing all over refers to the process of cleaning one’s entire body (usually with soap and water) in the usual manner for the culture. This includes cleaning hair and feet, as well as gathering any necessary items for bathing such as soap or shampoo, a washcloth, or water.

Dressing refers to all aspects of putting clothing or garments on the upper and lower body including the feet if culturally appropriate. Included are the acts of gathering clothing from storage areas (i.e., closet, dressers), securing buttons, tying knots, zipping, etc.

The purpose of this item is to identify persons who have some problems with taking care of themselves independently.
  1. Difficulty in communicating using usual (customary) language
Communicating refers to an individual’s exchanging information or ideas with other people through the use of language. This involves use of voice for their exchange or making signs or writing the information they want to relay.

Communication difficulties can originate in numerous places in the exchange process. It may involve mechanical problems such as hearing impairment or speech impairment, or it may be related to the ability of the mind to interpret the sounds that the auditory system is gathering and to recognize the words that are being used or an inability of the mind to compose a sentence or say a word even when the person knows the word and sentence.

Included are problems making oneself understood, or problems understanding other people when they speak or try to communicate in other ways.

The purpose of this item is to identify persons who have some problems with talking, listening or understanding speech such that it contributes to difficulty in making themselves understood to others or understanding others.

NOTE: Difficulty understanding or being understood due to non-native or unfamiliar language is NOT included.

Write the code corresponding to the answer for each functional difficulty in the boxes provided.

Make sure that each of the six categories has the code corresponding to the answer for each household member five (5) years old and over.

REMINDER
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