Introduction
Family income is an indicator which helps determine the economic status of the households in the city/municipality. Local government officials may use the data on family income to craft development programs in their locality.
Total family income includes primary income (earnings) and receipts from other sources received by all family members during the reference period (March 01, 2022 to February 28, 2023) as participants in any economic activity (either as laborer, proprietor, capitalist or entrepreneur), or as recipients of transfers, pensions or grants, etc. Contributions of former family members during the reference period should also be accounted for as part of family income.
For CBMS data collection, family income can be derived from the following:
- Regular and seasonal employment
- Entrepreneurial activities
- Other sources of family’s income
Section Introduction
Begin by reading the section introduction to the respondent:
“The next questions will ask about the sources of income of you and your family members.”
Tagalog translation:
“Ang mga susunod na katanungan ay tungkol sa pinagmumulan ng income o kita mo at mga miyembro ng pamilya.” July 01, 2021 to June 30, 2022
H01: Regularly and seasonally employed
Ask to the respondent, “Who among the family members are/were regularly and seasonally employed in the past 12 months (March 01, 2022 - February 28, 2023)?”. Select the name of household member/s who are/were employed as provided by the respondent.
EXCLUDE former family members, boarders, domestic helper and nonrelative.
H02 and H03: Received from sources of family income (current family)
For question H02, ask the respondent, “How much was received by (NAME) as (A-C SOURCE OF INCOME) in the past 12 months (March 01, 2022 - February 28, 2023)?”. Select all the possible sources in H02A to H02C. Note that the question is in relation to the family members declared in H01.
For question H03, ask the respondent, “How much was received by the family as (D-P SOURCE OF INCOME, Z) in the past 12 months (March 01, 2022 - February 28, 2023)?”. Select all the possible sources in H03D to H03P.
For H03Z, specify the other sources of income; then write the total in the space provided.
Enter total amount in Philippine Peso.
Please be guided by the descriptions of the sources of income below:
From regular and seasonal employment
| Code | Source of Income | Description |
|---|
| A | Salaries and wages from regular and seasonal employment | It includes the gross basic salary or wages earned during the reference period. This also includes deductions made for retirement, insurance premiums, social security, union dues, PAG-IBIG Fund, PhilHealth, salary loans, and other deductions reflected in the payroll. |
| B | Commissions, tips, bonuses, family and clothing allowance, transportation and representation allowance, and honoraria | It refers to any allowances for family living such as transportation and representation allowance, cost of living, clothing, housing, overtime pay, tips, bonuses, longevity pay, commissions and medical benefits, etc. |
| C | Other forms of compensation | It includes the imputed value of the basic salaries/wages in kind which refers to those received by the employee/paid worker in the form of goods like free medicines, rice, meat, fish, clothing, free housing, free bus service, etc., as remuneration for his services/work. |
From entrepreneurial activities
| Code | Source of Income | Description |
|---|
| D | Net receipts derived from the operation of family-operated enterprises/activities | This includes net income from family’s entrepreneurial activities like crop farming and gardening, livestock and poultry raising, fishing, manufacturing, wholesale, and retail of goods, etc. |
| E | Net receipts derived from the operation of practice of a profession or trade | This includes net income from practice of profession like physician or dentist operating in her own clinic, lawyer with her own office, etc. |
From other sources of family's income
| Code | Source of Income | Description |
|---|
| F | Net share of crops, fruits, and vegetables produced, aquaculture products harvested, or livestock and poultry raised by other households | This refers to the share of harvested crops, fruits, vegetables, aquaculture products and others received by the household from tenants, or a fixed rent or any amount out of the produce received from tenants during the reference period. It also includes the share of the family from the proceeds of the sale of livestock which the family owned but raised by others, and disposed of during the reference period, although there was no landlord-tenant relationship between the family and the one who raised it. |
| G | Cash receipts, gifts, support, relief, and other forms of assistance from abroad | All cash receipts from all sources outside the Philippine territory. This may come from family members, non-relatives, foreign government, and charitable institutions. These are also categorized to the following: - Cash received out of salaries/wages and other sources of income of a family member who is a contract worker abroad.
- Cash receipts sent by a family member of the household abroad other than that of a contract worker (immigrant, tourist, and those with student visa).
- Pensions, retirements, and other benefits received from the U.S. government and other foreign government and enterprises.
- Cash gifts, support, etc., from relatives, except those under 1 and 2 above, from charitable groups and foreign government will be reported in this item.
- Income from abroad accruing from dividends from investment, net income from business, rental from properties and other property income.
|
| H | Pantawid Pamilyang Pilipino Program (4Ps) | Cash assistance received by the family members from Philippine government’s conditional cash transfer program or 4Ps |
| I | Social Pension for Indigent Senior Citizen | Cash assistance received by the senior citizen family members from Philippine government. |
| J | Social Amelioration Program (SAP) to Individuals in Crisis Situation | Cash assistance from government given during times of pandemic or disaster. The amount varies depending on the guidelines set by the agency concerned. |
| K | Other cash receipts, support, assistance, and relief from domestic sources | It includes cash receipts, support, assistance, and relief received by family members from other families living in the country and from the Philippine government (except for items C, D, and E). |
| L | Dividend from investments | It includes dividends or share of profits for investments in large private corporations and in money markets. |
| M | Rentals received from non-agricultural lands, buildings, spaces, and other properties | This item refers to lands, buildings, etc., that are rented out to other families by the family interviewed and not those that are rented by the interviewed. Rental of other properties will include renting out of chairs, wearing apparel, jewelry, as long as these are not family enterprises. |
| N | Interests (Interest from bank deposits, interest from loans extended to other families) | Interest in cash may be the interest received by the family from bank deposits, or for money loaned to other families |
| O | Gifts received by the family (in kind) | Imputed amount of gifts received. |
| P | Family sustenance activities | Sustenance activities performed by the family members only. |
| Z | Other sources of income, specify _____ | Examples are royalties, lump sum for injuries (not covered by workmen’s compensation), legal damages received, proceeds from sale of rights to real property, loans (either borrowed from banks/institutions or other households during the reference period), and salaries and wages from employment of family members less than 15 years old.
NOTE: For purposes of CBMS, money received from winning the lottery is included. |
In answering items H02, H03 and H05, indicate first the amount of income in the ‘amount’ fields. Then, tick ‘Yes’ in ‘Did the respondent agree to answer the question, …...?’. If the respondent refused to answer the question, leave the ‘amount’ field blank and tick ‘No’ in ‘Did the respondent agree to answer the question, …...?’.
In answering item H03Z (Other source of income), specify first the other source of income then indicate the corresponding amount. If there are other sources of income, reflect them in the next fields with their corresponding amount. For cases where there are no other sources of income, indicate ‘NA’ in each specify’ field and leave the ‘amount’ fields blank. Then, answer ‘Yes’ in ‘Did the respondent agree to answer the question…?’. If the respondent refuses to answer this question, do the same but answer ‘No’ in ‘Did the respondent agree to answer the question…?’.
The term family in this section refers to extended family as defined in Chapter 6 of this manual, which excludes nonrelatives and boarders. You can probe to respondents if the reported income already excludes the income of their helpers, for example.
Please record your computations in a separate sheet and submit the accomplished computation sheets to your supervisors.
H04: Total annual income (current family members)
Record the total annual income (current family) from regular and seasonal employment, entrepreneurial activities, and other sources of family’s income in H04. The total annual income will be automatically computed in CAPI. In PAPI, the EN will compute for the total annual income manually.
For former faimily members, ask the respondent, “How much was received by former family member/s as (A-Z SOURCE OF INCOME) in the past 12 months (March 01, 2022 - February 28, 2023)?” and write in the space provided.
Former family member here refers to an individual who used to stay as member of the family within the reference period and made contributions to the family income. The amount to be reported in this item is the total contributions of all former family members.
If the respondent is having a hard time answering, request for the best estimate for this item. If the respondent refuses to give best estimate, enter ‘2’ for No in the box provided in H07.
In CAPI, after filling out H03, the CAPI system will automatically compute the total for each entry in H2A, H2B, H2C, and H03. In this regard, scroll down your screen, then proceed to ask H05.
The total annual income will be automatically computed in CAPI. In PAPI, the EN will compute for the total annual income manually, which can be obtained by adding H04 and H05.
H07: Respondent agree to answer
In H07, the enumerator is REQUIRED to record if the respondent agrees to answer the total annual income from H02 (regular and seasonal employment), and H03 (entrepreneurial activities, and other sources of family’s income) of current family member/s; and H05 (sources of income of former family member/s).
If the respondent agrees to answer, select ‘1’ for Yes. Otherwise, select ‘2’ for No”. And if the response is zero (0) for the total per sources of income but the respondent agreed to answer, select ‘1’ for Yes in “Did the respondent agree to answer”.