DDI_PHL_2000_FIES_v01_M Lorna Balindres Sotera de Guzman Amador Trazo 2008-07 NADA Version 02 (October 2013). Edited version based on Version 01 (July 2008) DDI (DDI-PHL-NSO-FIES-2000-V01) that was done by Amador Trazo (National Statistics Office of Philippines). Family Income and Expenditure Survey 2000 FIES 2000 PHL_2000_FIES_v01_M National Statistics Office NADA Government of Philippines National Statistics Office Chief, Income and Employment Statistics Division World Bank Microdata Library Income/Expenditure/Household Survey [hh/ies] The 2000 Family Income and Expenditures Survey (FIES 2000) is a nationwide survey of households undertaken by the National Statistics Office. It is the main source of data on family income and expenditures. From 1957 to 1975, the FIES was conducted every five years. However, in 1985, a new series of FIES (in terms of content and methodology) had begun and the gap of conducting this survey was reduced to three years. Hence, this is the twelfth FIES since March 1957. Family Income Family Expenditure Sources of Income in cash and in kind Level of consumption by item of expenditure income, property and investment/saving [1.5] The 2000 Family Income and Expenditute Survey had the following objectives: 1.to gather data on family income and family living expenditures and related information affecting income and expenditure levels and patterns in the Philippines; 2. t o determine the sources of income and income distribution, levels of living and spending patterns, and the degree of inequality among families; 3. to provide benchmark information to update weights in the estimation of consumer price index (CPI); and 4. to provide inputs in the estimation of the country's poverty threshold and incidence. Philippines National coverage Household Consumption expenditure item Income by source The 2000 FIES has as its target population, all households and members of households nationwide. Institutional population is not within the scope of the survey. Sample survey data [ssd] The 2000 Family Income and Expenditure Survey covered the following: - Identification, household head information, type of household, total number of household members, and number of member of the household who were employed for pay or profit last quarter. - Household consumption and expenditure - Income and other receipts National Statistics Office The sampling design of the 2000 FIES adopted that of the Integrated Survey of Households (ISH). Starting July 1996, the sampling design of the ISH uses the new master sample design. The multi-stage sampling design of the master sample consists of 3,416 sample barangays in the expanded sample for provincial level estimates with a sub-sample of 2,247 Primary Sampling Units (PSUs) designated as core master sample for regional level estimates. The 2000 FIES was based on the expanded sample. 1. Domains: The domains for the new master sample are similar to that of the previous ISH design with an addition of 23 newly created domains. The urban and rural areas of cities and municipalities with a population of 150,000 or more are considered as separate domains. The other urban and rural areas in each of the 77 provinces are likewise treated as separate domains. In view of the creation of ARMM and the separation of Marawi City and Cotabato City from Lanao del Sur and Maguindanao, respectively, the urban and rural areas of the two cities also form separate domains. 2. Sampling Units: The multi-stage sampling design of the master sample involves the selection of the sample barangays for the first stage, selection of sample enumeration areas for the second stage, and the selection of sample households for the third stage in each stratum for every domain. The frame for the first and second stages of sample selection was based mainly on the results of the 1995 Census of Population (POPCEN). The 1995 POPCEN list of barangays with the household and population counts is used in the first stage of sample selection. The stratification of barangays included in the frame, however, are based on the 1990 Census of Population and Housing (CPH) and other administrative reports from field offices of the NSO. An enumeration area (EA) is a physical delineated portion of the barangay. For barangays that were not divided into EAs, the barangay was treated as an EA. The enumeration areas which constitute the secondary stage sampling units are those that were formed during the 1995 POPCEN. The sample barangays were selected systematically with probability proportional to size from the list of barangays that were implicitly stratified. Isolated barangays and/or barangays that are difficult and expensive to reach are excluded from the sampling frame. However, critical areas or barangays with peace and order problem, which is generally temporary in nature, are included in the frame. The frame for the third stage of sample selection is the list of the households from the 1995 POPCEN. The selection of sample household for the third stage was done systematically from the 1995 POPCEN List of the Households. Face-to-face [f2f] The questionnaire has four main parts consisting of the following: Part I. Identification and Other Information (Geographic Identification, Other Information and Particulars about the Family) Part II. Expenditures Section A. Food, Alcoholic Beverages and Tobacco Section B. Fuel, Light and Water, Transportation and Communication, Household Operations Section C. Personal Care and Effects, Clothing Footwear and Other Wear Section D. Education, Recreation, and Medical Care Section E. Furnishings and Equipment Section F. Taxes Section G. Housing, House Maintenance and Minor Repairs Section H. Miscellaneous Expenditures Section I. Other Disbursements Part III. Income Section A. Salaries and Wages from Employment Section B. Net Share of Crops, Fruits and Vegetables Produced and/or Livestock and Poultry Raised by Other Households Section C. Other Sources of Income Section D. Other Receipts Section F. Family Sustenance Activities Part IV. Entrepreneurial Activities Section A1. Crop Farming and Gardening Section A2. Livestock and Poultry Section A3. Fishing Section A4. Forestry and hunting Section A5. Wholesale and Retail Section A6. Manufacturing Section A7. Community, Social, Recreational and Personal Services Section A8. Transportation, Storage and Communication Services Section A9. Mining and Quarrying Section A10. Construction Section A11. Entrepreneurial Activities Not Elsewhere Classified A guide for comparing disbursements against receipts is found on the last page. The general design of the questionnaire also includes codes inside the box usually located at the top of the framed questions. These codes are for automatic data processing purposes. Ignore them during the interview process. Take note that the paging of the questionnaire is located outside the frame on each page. Just like previous FIES, the 2000 FIES adopts the "shuttle type" of data collection. The sample are interviewed in two separate operation using the same questionnaire, each time using the half-year period preceding the interview as reference period. The scheme was utilized to improve the quality of data gathered since it minimizes memory bias of the respondent and at the same time captures the seasonality of income and expenditure pattern. In general, the first phase of survey operation was conducted in July 2000 and data gathered were for the period January 1 to June 30, 2000. The second operation was conducted in January 2001 and gathered information for the period July 1, to December 31, 2000. The concept of "average week" consumption for all food items was also utilized in the 2000 FIES in order to further reduce memory bias. Moreover, the reference period for Fuel, Light and Water, Transportation and Communication, Household Operations and Personal Care and Effects is not limited only to the "past month" but in some specified cases, the concept of "average month" consumption is used. For all other expenditure groups, the "past six months" is used as reference period. Estimates of income and expenditure in kind such as food items received as gifts, rental value of owner-occupied house are based on prevailing market prices or rental value in the locality. Training was conducted in three (3) levels: - The first level training held at the Central Office, had the Task Force participated by selected Central Office staff and their counterpart field personnel including among others Provincial Statistics Officers (PSOs) Statisticians and Statistical Coordination Officers (SCOs). The Central Office staff and selected field personnel acted as trainers for the second level training held at the regional offices. - The second level training was attended by Regional Directors (RDs)/regional staff/assistants, PSOs/OICs and their assistants and selected DSOs. They in turn acted as trainers in the third level training. The participants in the third level training were some DSOs, SCOs and hired Statistical Researchers (SRs) involved in the operation. - The third level training was held at the provincial offices. The Regional Directors (RDs), Provincial Statistics Officers (PSOs) and selected District Statistical Officers (DSOs) acted as supervisor. The following were done during the supervision: 1. Observe how the interview is being conducted. Errors noted should be pointed out to the enumerators to avoid the same mistakes in succeeding interview. 2. Scrutinize the accomplished questionnaire for completeness and consistencies of entries 3. Conduct a random re-interview of households/respondents 4. Helped solve problems encountered by enumerators 5. Ensure that expected outputs of the enumerators are met. 6. Ensure that the enumerators who were trained were the ones conducting the interview. 7. Collect the questionnaires from the enumerators as well as accomplishment reports. 8. Be available if the enumerators need assistance in relation to the conduct of the interview. 9. Fill-up the Supervisor's Report Form which shall be submitted to the Regional Office. The basic weight for the sample households for the 2000 FIES can be expressed as an inverse of the probability. The 2000 FIES questionnaire contains about 800 data items and a summary for comparing income and expenditures. The questionnaires were subjected to a rigorous manual and machine edit checks for completeness, arithmetic accuracy, range validity and internal consistency. The major steps in the machine processing are as follows: 1. Data entry 2. Structural, Range Edit and Consistency Edit (Minor Edit) 3. Completeness Check 4. Matching of visit records 5. Generation of the Binary file 6. Consistency and Macro Edit (Big Edit) 7. Expansion 8. Tabulation 9. Generation of CPI 10. Variance Analysis 11. Generation of the Public Use File (PUF) Steps 1 to 3 were done right after each visit. The remaining steps were carried out only after the second visit had been completed. Steps 1 to 6 were done at the Regional Office where Steps 4-6 were accomplished only after finishing the second visit. Steps 7 to 11 were completed in the Central Office. After completing Steps 1 to 6, data files were transmitted to the Central Office where a summary file was generated. The summary file was used to produce the consistency tables as well as the preliminary and textual tables. Where the generated tables showed inconsistencies, selected data items were subjected to further scrutiny and validation. The cycle of generation of consistency tables and data validation were done until questionable data items were verified. Innovations for the 2000 FIES machine processing were carried out by the Information Technology System and Research Division of the NSO by introducing the FIES Integrated Processing System (FIPS). This is a Windows application system which facilitated data encoding, completeness and validity check. The 2000 FIES machine processing was further enhanced using an interactive Windows-based system named FAME (FIES computer-Aided Consistency and Macro Editing). The interactive module of FAME enabled the following activities to be done simultaneously: a) Matching of visit records b) Generation of Binary files c) Consistency and Macro Edit (Big Edit) d) Range Check The improved system minimized processing time as well as minimized, if not eliminated the need for paper to generate the reject listing. The response rate for the 2000 FIES is 96.6% This (Census/Survey) conforms to the provisions of confidentiality stated under Section 4 of Commonwealth Act No. 591, which says that the "Data furnished to the Bureau of Census and Statistics (BCS) now known as the National Statistics Office, by an individual, corporation, partnership, institution or business enterprise shall not be used as evidence in any court or in any public office either as evidence against the individual, corporation, association, partnership, institution, or business enterprise from whom such data emanates; nor shall such data or information be divulged to any person except authorized employees of the BCS acting in the performance of their duties; nor shall such data be published except in the form of summaries or statistical tables in which no reference to an individual, corporation, association, partnership, institution or business enterprise shall appear." National Statistics Office Any report, paper or similar articles, whether published or not, emanating from the use of this data shall give appropriate acknowledgement as suggested herein, “(Title of Census/Survey, version number and date), National Statistics Office, Manila, Philippines”, as the source of basic data. The data user or client is encouraged to provide NSO with a copy of such report, paper or article. It is understood that unless expressly allowed by the client, such report, paper or article shall not be used for any purpose other than monitoring. Authorization to use this data is granted only to the client or data user and persons within its organization, if applicable. Under no circumstances shall the client reproduce, distribute, sell or lend the entire data or parts thereof to any other data user apart from himself or that of authorized employees in his organization. The NSO shall hold the data user fully responsible for safeguarding the data from any unauthorized access or use. Before being granted access to the dataset, all users have to formally agree: 1. To make no copies of any files or portions of files to which s/he is granted access except those authorized by the NSO. 2. Not to use any technique in an attempt to learn the identity of any person, establishment, or sampling unit not identified in the dataset. 3. To hold in strictest confidence the identification of any establishment or individual that may be inadvertently revealed in any documents or discussion, or analysis. Such inadvertent identification revealed in her/his analysis will be immediately be reported to the NSO. The NSO gives no warranty that the data are free from errors. Hence, the NSO shall not be held responsible for any loss or damage as a result of the client's manipulation or tabulation of the data. The data user acknowledges that any available intellectual property rights, including copyright in the data are owned by the National Statistics Office FIES2K This dataset contains information that was collected using the 2000 Family Income and Expenditure Survey questionnaire. 0 145 Region Region Region Region Region Transcribe from ISH Form 2 the geographic identification of the sample family into FIES Form 1. Enter in the code boxes provided for the purpose the codes of the province, municipality/city, barangay, enumeration area, segment, urban/rural classification, barangay stratum and household control number. 1 Ilocos Region 2 Cagayan Valley 3 Central Luzon 4 Southern Luzon 5 Bicol Region 6 Western Visayas 7 Central Visayas 8 Eastern Visayas 9 Western Mindanao 10 Northern Mindanao 11 Southern Mindanao 12 Central Mindanao 13 NCR 14 CAR 15 ARMM 16 CARAGA Region - a subnational administrative unit comprising of several provinces having more or less homogeneous characteristics, such as ethnic origin of inhabitants, dialect spoken, agricultural produce, and others. Province Province Province Province Province Transcribe from ISH Form 2 the geographic identification of the sample family into FIES Form 1. Enter in the code boxes provided for the purpose the codes of the province, municipality/city, barangay, enumeration area, segment, urban/rural classification, barangay stratum and household control number. 1 Abra 2 Agusan del Norte 3 Agusan del Sur 4 Aklan 5 Albay 6 Antique 7 Basilan 8 Bataan 9 Batanes 10 Batangas 11 Benguet 12 Bohol 13 Bukidnon 14 Bulacan 15 Cagayan 16 Camarines Norte 17 Camarines Sur 18 Camiguin 19 Capiz 20 Catanduanes 21 Cavite 22 Cebu 23 Davao 24 Davao de Sur 25 Davao Oriental 26 Eastern Samar 27 Ifugao 28 Ilocos Norte 29 Ilocos Sur 30 Iloilo 31 Isabela 32 Kalinga 33 La Union 34 Laguna 35 Lanao del Norte 36 Lanao del Sur 37 Leyte 38 Maguindanao 39 Manila 40 Marinduque 41 Masbate 42 Misamis Occidental 43 Misamis Oriental 44 Mountain Province 45 Negros Occidental 46 Negros Oriental 47 Cotabato 48 Northern Samar 49 Nueva Ecija 50 Nueva Vizcaya 51 Occidental Mindoro 52 Oriental Mindoro 53 Palawan 54 Pampanga 55 Pangasinan 56 Quezon 57 Quirino 58 Rizal 59 Romblon 60 Samar (Western) 61 Siquijor 62 Sorsogon 63 South Cotabato 64 Southern Leyte 65 Sultan Kudarat 66 Sulu 67 Surigao del Norte 68 Surigao del Sur 69 Tarlac 70 Tawi-tawi 71 Zambales 72 Zamboanga del Norte 73 Zamboanga del Sur 74 NCR-2nd Dist. 75 NCR-3rd Dist. 76 NCR-4th Dist. 77 Aurora 78 Biliran 79 Guimaras 80 Sarangani 81 Apayao 98 Cotabato City Province - the largest unit in the political structure of the Philippines. It consists, in varying numbers, of municipalities, and in some cases, of component cities. Its functions and duties in relation to its components cities and municipalities are generally coordinated and supervisory. Domain Domain Domain Domain Domain 1 Abra 2 Other Agusan Norte 3 Agusan del Sur 4 Aklan 5 Albay 6 Antique 7 Basilan 8 Bataan 9 Batanes 10 Other Batangas 11 Other Benguet 12 Bohol 13 Bukidnon 14 Bulacan 15 Cagayan 16 Camarines Norte 17 Camarines Sur 18 Camiguin 19 Capiz 20 Catanduanes 21 Cavite 22 Other Cebu 23 Davao 24 Other Davao Sur 25 Davao Oriental 26 Eastern Samar 27 Ifugao 28 Ilocos Norte 29 Ilocos Sur 30 Other Iloilo 31 Isabela 32 Kalinga 33 La Union 34 Other Laguna 35 Other Lanao del Norte 36 Other Lanao del Sur 37 Leyte 38 Other Maguindanao 39 Manila 40 Marinduque 41 Masbate 42 Misamis Occidental 43 Other Misamis Oriental 44 Mountain Province 45 Other Negros Occidental 46 Negros Oriental 47 Cotabato 48 Northern Samar 49 Other Nueva Ecija 50 Nueva Vizcaya 51 Occidental Mindoro 52 Oriental Mindoro 53 Palawan 54 Other Pampanga 55 Pangasinan 56 Other Quezon 57 Quirino 58 Rizal 59 Romblon 60 Samar (Western) 61 Siquijor 62 Sorsogon 63 Other South Cotabato 64 Southern Leyte 65 Sultan Kudarat 66 Sulu 67 Surigao del Norte 68 Surigao del Sur 69 Other Tarlac 70 Tawi-Tawi 71 Other Zambales 72 Zamboanga del Norte 73 Other Zamboanga del Sur 74 NCR-2nd District 75 NCR-3rd District 76 NCR-4th District 77 Aurora 78 Biliran 79 Guimaras 80 Saranggani 81 Apayao 100 Quezon City 101 Mandaluyong City 102 San Juan 103 Marikina 104 Pasig City 105 Caloocan City 106 Malabon 107 Navotas 108 Valenzuela 109 Makati City 110 Las Pinas 111 Muntinlupa City 112 Paranaque 113 Pasay City 114 Taguig/Pateros 115 Baguio City 116 San Jose Del Monte 117 Cabanatuan City 118 Angeles City 119 San Fernando 120 Tarlac 121 Olongapo City 122 Batangas City 123 Lipa City 124 Bacoor 125 Dasmarinas 126 Imus 127 Binan 128 Calamba 129 San Pablo 130 San Pedro 131 Lucena City 132 Antipolo 133 Cainta 134 Iloilo City 135 Bacolod City 136 Cebu City 137 Lapu-lapu City 138 Mandaue City 139 Tacloban City 140 Zamboanga City 141 Cagayan de Oro City 142 Tagum 143 Davao City 144 Gen. Santos City 145 Iligan City 146 Marawi City 147 Cotabato City 148 Butuan City Urbanity Urbanity Urbanity Urbanity Urbanity 1 Urban 2 Rural Urban-Rural Areas The following guidelines used in the 1980 Census of Population and Housing (CPH) are adopted in classifying urban areas: 1. In their entirety, all cities and municipalities having a population density of at least 1,000 persons per square kilometer. 2. Poblaciones or central districts of municipalities and cities which have a population density of at least 500 persons per sqaure kilometer. 3. Poblaciones or central districts not included in (a) and (b) regardless of the population size, which have the following; a) Street pattern, i.e., networks of streets in either parallel or right angle orientation; b) At least six establishments (commercial, manufacturing, recreational, and/or personal services at least once a month) c) At least three of the following: 1. A town hall, church or chapel with religios services at least once a month. 2. A public plaza or cemetery. 3. A public plaza or building where trading activities are carried on at least once a month. 4. A public building like school, hospital, puericulture and health center of library. d) Barangays having at least 1,000 inhabitants meeting the conditions set forth in (c) above, and where the occupation of the inhabitants is predominantly non-farming or non-fishing. All areas not falling under any of the above classifications are considered rural Household Control Number Household Control Number Household Control Number Household Control Number Household Control Number Household Control Number (HCN) - is a unique four-digit sequential number assigned to every household listed in the barangay/EA. Family Size (Average of 1st and 2nd visit) Family Size (Average of 1st and 2nd visit) Family Size (Average of 1st and 2nd visit) Family Size (Average of 1st and 2nd visit) Family Size (Average of 1st and 2nd visit) This refers to the total number of family members enumerated. Included as family members are those whose relationship to the household head is spouse, son, daughter, father, mother, son-in-law, daughter-in-law, sister, brother, granddaughter and grandson or other relative. Raising Factor Raising Factor Raising Factor Raising Factor Raising Factor Adjusted Raising Factor Sampling weights, or raising factors are applied to the data obtained from sample households in order to derive estimates for the population. These weights, or raising factors, are no more than the inverse of the joint probability of selection in the two stages of sample selection. Cereal and Cereal Preparations Cereal and Cereal Preparations Cereal and Cereal Preparations Cereal and Cereal Preparations Cereal and Cereal Preparations During the PERIOD SPECIFIED, did you or any member of your family consume cereals and cereal preparations? On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO NEXT PAGE (A1.2) Cereal and cereal preparation includes rice, corn, bread,biscuits, flour, native cakes, noodles/pasta, and other cereal preparation (infant cereal, ready mixed instant noodles, and cereal based junk foods). Roots and Tubers Roots and Tubers Roots and Tubers Roots and Tubers Roots and Tubers During the PERIOD SPECIFIED, did you or any member of your family consume roots and tubers and their preparations? On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO NEXT PAGE(A1.3) Report all edible fresh roots and tubers consumed. Also include all derived foods from roots and tubers consumed by the family such as potato chips, cassava cake and other root and tuber preparations. The average weekly consumption for homemade potato chips consumed by the family is to be listed under item on potato. Fruit and Vegetables Fruit and Vegetables Fruit and Vegetables Fruit and Vegetables Fruit and Vegetables During the PERIOD SPECIFIED, did you or any member of your family consume fruits and vegetables? On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO NEXT PAGE 9 (A1.4) Item 1.Fresh Fruits - Report under this Item the average weekly consumption on any fresh or unprocessed fruit consumed by the family such as banana, papaya, pineapple, santol, tamarind, mango, melon, avocado, durian, mangosteen, citrus fruits such as calamansi, dalandan, orange, etc. Note that fruits like papaya, tamarind, jackfruit, and others, whether ripe or green should be included here. Take note that most fruits are highly seasonal like lanzones, siniguelas, duhat, etc. Hence, ascertain from the respondent whether they consumed any of these fruits during the reference semester and try to get an estimate of their average weekly consumption. Despite of the hard times, some families can still avail themselves of the expensive fruits sold in the market. Still others have relatives in other provinces/abroad who regularly send them fruits. In such cases, the value reported may be unusually high. If there are cases like these, write in the “Remarks” space some explanations. Item 2.Fresh Vegetables - This includes the average weekly expenditures for unprocessed vegetables consumed by the family. Leafy vegetables- - Examples are pechay, gabi leaves, camote tops, kangkong, cabbage, malunggay, ampalaya leaves, squash leaves, etc. Fruit vegetables - Covers fruit-bearing vegetable crops such as upo, ampalaya, chayote, cucumber, eggplant, tomato, squash, etc. Green/Dry Beans and Other Legumes - Baguio beans/ habichuelas, sitsaro, mongo, sigarillas, string beans, togue, etc. Other Vegetables - Includes carrots, onions, and other such as katuray, radish, broccoli, banana blossom, cauliflower and other flowers used or eaten as vegetables. Item 3.Other Crops - Covers other edible crops not covered above such as peanuts, young and matured coconut, “ubod”, pili nut and other nuts, cashew, macapuno, bamboo shoots (labong), etc. Item 4. Fruit Preparations - Includes all processed fruits, fruit preparations, whether canned or uncanned, packed or unpacked, such as fruit jams/jellies, fruit preserves like pineapples, peaches, pickled fruits, dried mangoes, sweet tamarind, fruit cocktails, marmalades, banana cue, nata de pina, etc. (Note: If the family cooked banana cue, the expenditure should be entered in Item (1) Fresh Fruits). Item5. Vegetable Preparations - Includes all processed vegetables and vegetable preparations, whether canned or uncanned, packed or unpacked, like canned pea, pickled vegetables, mustasang buro, taho, tausi, tokwa and other bean products, pork and beans, ready-mixed packages, etc. Item 6. Other Preparations - Includes other preparations like sweetened macapuno, nata de coco, sweetened kaong, peanut brittle, peanut butter, instant “gata” in sachets, coffeesoy, etc. Meat and Meat Preparations Meat and Meat Preparations Meat and Meat Preparations Meat and Meat Preparations Meat and Meat Preparations During the PERIOD SPECIFIED, did you or any member of your family consume fresh meat and meat preparat On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO NEXT PAGE (A1.5) Enter the amount corresponding to the quantity of the average weekly consumption on fresh meat by the family. Other fresh meat includes deer's meat, horse's meat, frog's meat, turtle's meat, edible birds nest etc. Dairy Products and Eggs Dairy Products and Eggs Dairy Products and Eggs Dairy Products and Eggs Dairy Products and Eggs During the PERIOD SPECIFIED, did you or any member of your family consume dairy products and eggs? On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO NEXT PAGE (A1.6) Dairy products and eggs includes milk, ivce cream, other dairy products like butter, cheese, yakult, cheese whiz, etc. and eggs (fresh and processed eggs). Fish and Marine Products Fish and Marine Products Fish and Marine Products Fish and Marine Products Fish and Marine Products During the PERIOD SPECIFIED, did you or any member of your family consume fish and marine products On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO NEXT PAGE (A1.7) Fish and Marine Products includes: Item 1. Fresh Fish, Shells and Others - Covers the family's average weekly consumption of all kinds of fish, shells, crabs, shrimps, lobsters, oysters, shellfish, squid, snails, seaweeds and other unprocessed marine products. Item 2. Processed Fish Canned/Bottled - Specific examples are sardines, tuna, mackerel, bottled sardines, etc. Dried/Smoked - Examples are smoked bangus, “tuyo”, “dried dilis”, “dried danggit”, “tinapa”, etc. Salted/Marinated Fish - Includes daing na bangus, “bagoong na padas”, “bagoong na dilis”, “burong isda”, etc. Item 3. Other Processed Marine Products - This includes canned and uncanned processed marine products such as processed sea cucumbers, “binagoong na shell”, “sisi”, crab's meat, canned squid, “burong talangka”, gulaman bars, agar-agar bars, “dried pusit” etc. Coffee, Cocoa and Tea Coffee, Cocoa and Tea Coffee, Cocoa and Tea Coffee, Cocoa and Tea Coffee, Cocoa and Tea During the PERIOD SPECIFIED, did you or any member of your family consume any coffee, cocoa and tea? On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO NEXT PAGE (A1.8) Coffee, Cocoa and Tea includes: Item 1. Coffee Processed - refers to the different commercial instant coffee brands sold in the market as well as the processed beans which have been roasted and ground. Beans - Examples are the Arabica, Robusta and Excelsia coffee beans as well as other varieties of coffee beans sold in the market whether roasted or not. Included in this item is the “barako” coffee of Batangas. Rice or corn roasted, boiled and drank as coffee should be excluded from this item. It should be reported under rice or corn. Item 2. Cocoa Powdered Tonic Drinks - Includes Milo, Ovaltine, Hershey's and other powdered tonic drinks. Processed - Covers cocoa in “tablea” form, Goya cocoa, Ricoa cocoa and other cocoa mixes or cakes, Hershey's Brown Cow, etc. Beans - Includes cacao beans usually sold by the kilo in the market. Item 3. Tea Processed - Examples are tea sold in tea bags (e.g., Lipton tea, Black Cat tea, etc.) or in cans whether flavored (e.g., Nestea Lemon tea) or plain tea. Tea Leaves - Tea leaves, whether fresh or dry. (Example is pito-pito) Non-Alcoholic Beverages Non-Alcoholic Beverages Non-Alcoholic Beverages Non-Alcoholic Beverages Non-Alcoholic Beverages During the PERIOD SPECIFIED, did you or any member of your family consume any non-alcoholic beverages such as carbonated drinks, fruit juices, non-carbonated drinks and others? On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO NEXT PAGE (A1.9) Non-alcoholic Beverages includes: Item 1. Soft Drinks (Soda) - Includes all colas as well as commercially manufactured sarsaparillas and root beers, whether in cans, in bottles or in tetra packs. Item 2.Fruit Juices and Non-carbonated Drink a.Powder - this includes powdered juice mixes like Tang, Eight O'clock, Nestea, etc. Also included are ginger ale, ginger tea, salabat powder and lime juices. b.Concentrate - Examples are Ritchee, Mango Puree, Sunquick, etc. c.Ready-to-drink - Includes Zesto, Magnolia Chocolait, Alaska Choco Drink, Milo-on-the-go, Ovaltine, C2, One, etc. whether in pouch pack, cans, bottles or tetra packs. Item 3.Bottled water like Wilkins, Viva, Absolute, Nature's spring, etc. Item 4.Others - This includes ice candy, ice buko, ice sherbet and ice drop, “gulaman” and “sago” as beverage, etc. Food Not Elsewhere Classified Food Not Elsewhere Classified Food Not Elsewhere Classified Food Not Elsewhere Classified Food Not Elsewhere Classified During the PERIOD SPECIFIED, did you or any member of your family consume any food not elsewhere classified such as sugar and sugar products, cooking oil, margarine, sauces, salt, other spices and seasoning, prepared meals bought outside and eaten at home, and others? On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO PAGE 16 (A2) Purchases by the families under this subsection may not be on a daily basis because these food commodities are common stocks at home and used almost daily. It includes the following: Item 1. Sugar - This group includes refined sugar, brown sugar, muscovado, molasses, and panocha, etc. Item 2. Sugar Products - This includes all derivatives of sugar such as chocolate, candies, chewing gums, syrup, caramel, cotton candies, as well as all other confectioneries, which are either sugar based or coated with sugar. Item 3. Cooking Oil - Include in this item all cooking oils such as vegetable or animal oil (e.g., Wesson oil. lard, “Minola”, Baguio oil, Mazola) and other liquid oil. Item 4. Margarine - This includes all other products such as Star Margarine, Dari-Creme, Milkrema, Golden Crown, etc. Item 5. Sauces - Report the average weekly consumption of the family on tomato sauce, mayonnaise, catsup, patis, toyo, powdered sauce mixes and other sauces. Item 6. Salt - In reporting salt consumption, an estimate of how long a package of salt is consumed can be the basis for estimating the value of consumption. Item 7. Other Spices and Seasonings - This item includes garlic, ginger, vinegar, vetsin, laurel leaf, black pepper, mustard, Maggi bouillon, Knorr cubes, sinigang sa sampaloc mix and other spices and seasonings and condiments not covered by item (1) to (6) in this section. Item 8. Prepared Meals bought outside/received and eaten at home - The amount of meals bought from outside the home and consumed by the family at home is to be reported in this item. FNFEA FNFEA FNFEA FNFEA FNFEA On the AVERAGE, how much is your WEEKLY consumption of the following? Total expenditures excluding value of items received as gifts. Total Food Consumed at Home Total Food Consumed at Home Total Food Consumed at Home Total Food Consumed at Home Total Food Consumed at Home Total Food consumed at home include the following: a.food consumption covers only the actual food consumption of the family. b.food prepared at home whether eaten at home or elsewhere. c.report as cash consumption food items taken from own family operated sari-sari store or carinderia. Correspondingly, these should be reported in Part lV - Wholesale and Retail as part of sales. d.prepared meals bought from restaurant and eaten at home. Food Regularly Consumed Outside The Home Food Regularly Consumed Outside The Home Food Regularly Consumed Outside The Home Food Regularly Consumed Outside The Home Food Regularly Consumed Outside The Home During the PERIOD SPECIFIED, did you or any member of your family regularly consume any food outside the home excluding home-prepared foods? On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO NEXT PAGE (A3) Food Regularly Consumed Outside The Home Include: a.food regularly bought and eaten by the family members outside the home like snacks or merienda, lunch, etc. b.daily allowance of school children for meals taken outside the home. Thus, if the schooling members of the family are given regular allowance, estimate the amount of the average weekly food consumption. In estimating the amount to be entered, take note of those months when schooling children are usually on vacation. c.In case of senior citizens availing of discounted purchases at food chains, report only the actual amount paid. Total Food Expenditures Total Food Expenditures Total Food Expenditures Total Food Expenditures Total Food Expenditures Alcoholic Beverages Alcoholic Beverages Alcoholic Beverages Alcoholic Beverages Alcoholic Beverages During the PERIOD SPECIFIED, did you or any member of your family regularly consume beer, wine or liquor? On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO A4 BELOW Alcoholic Beverages include: Item 1. Beer - includes any brand. Item 2. Wine - includes basi, tuba, vino de quina, duhat, and other alcoholic beverages made from agricultural products. Also included are the fermented products like Maria Clara Sangria, “The Bar”, “sioktong” and the like. Item 3. Liquor - a distilled alcoholic beverage which, includes all local and imported liquors, including lambanog, brandy, rum, etc. Tobacco Tobacco Tobacco Tobacco Tobacco During the PERIOD SPECIFIED, did you or any member of your family regularly consume cigarettes, cigars or other tobacco? On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO NEXT PAGE (A5) Tobacco includes cigarettes, cigars and other tobacco (betel nut, leaf and lime,chewing tobacco, leaf tobacco, etc.). Fuel, Light and Water Fuel, Light and Water Fuel, Light and Water Fuel, Light and Water Fuel, Light and Water During the PAST MONTH, did you or any member of your family consume fuel, light and water? NO, GO TO NEXT PAGE (B2) Include: a.Consumption intended only for family use. b.Firewood includes twigs, dried leaves, dried branches and other forest products. c.Estimate amount for light and water if it is included in the rental paid for the house. d.Cost of fuel used in running the electric generator. e.Item 8 (Others) covers all kinds of fuel such as newspaper, sawdust, coconut husk, bio-gas, etc. f.Estimate consumption on light and water if this is provided as fringe benefits (report it under In Cash/On Credit). Transportation and Communication Transportation and Communication Transportation and Communication Transportation and Communication Transportation and Communication During the PAST MONTH, did you or any member of your family pay for transportation and communication services in the form of land transport fares, air transport fares, water transport fares, telephone bills, postal services or incur on personal transport, telegrams, radiograms and other transportation and communication expenses? Include: a.Entries are expected here if there are members studying or working and need to commute or use personal vehicle to school or workplace. b.Expenditures resulting from land, sea or air travel for personal purposes of any member of the family during the reference period whether the travel is within the country or to/from a destination outside the country. c.Regular transportation and communication expenses of the family such as amount spent on regular trips to and from the office, school, market, church, etc., d.Trips made during special occasions of the family. e.Salary paid to the driver. f.Telephone bills (including pre-paid cards). g.School service, bus service, taxi fare, etc. h.Regular allowance allocated only for personal transport of schooling or working family members. i.Transport expenses to and from the Metropolis for family members not enumerated with the household if fare is not part of their allowance. j.For vehicles intended for business but used for personal purposes, impute cost of transport and enter in the Total Column (Include the same amount as gross receipts in Part IV). k.Allowance for gasoline and maintenance of car provided by the employer (Include amount as fringe benefits in Part III - a. Salaries and Wages, Earnings in kind). l.Cost of operation or maintenance such as gasoline, oil, washing, repair, overhaul, purchase parts, etc. m.Amount spent on the feed and care of animal-drawn mode of transportation used for personal purposes. n.Free rides given by some companies to its employees (Include amount as fringe benefits in Part III - A. Salaries and Wages, Earnings in kind). o.Services and materials for transportation and communication received as gifts by the family from other individual/families. Household Operation Household Operation Household Operation Household Operation Household Operation During the PAST MONTH, did you or any member of your family consume materials for household operations? NO, GO TO NEXT PAGE Include: a.Expenditure on consumables and other materials used for household operations. b.Imputed cost of any item/material related to household operation received as gifts and consumed/availed by the family (enter under Received as Gifts column). c.Other items used for household operations such as batteries, matches, brooms, husk, feather duster and doormat. d.Cost of operation-related services availed of whether for a fee or free as well as the maintenance/repair of household equipment. e.Expenditures for clothing, shoes, etc. as well as any allowances for recreation of the domestic helpers if they are borne by the family as they are considered part of their wages and salaries. f.Cost of schooling if domestic helper is provided with free schooling. If a non-family member is paying for the family's domestic services enter the payments made under 'Received Free”. Personal Care and Effects Personal Care and Effects Personal Care and Effects Personal Care and Effects Personal Care and Effects During the PAST MONTH, did you or any member of your family purchase in cash or on credit materials for personal care and effects such as beauty aids and toilet articles, personal effects, or pay for beauty parlor and barbershop services, and other personal care and services? NO, GO TO NEXT PAGE (C1) Enter the value in this Item for any item bought or paid for services for his own personal care and effects. Enter the imputed value in this item for any item received as gifts or services rendered free by non-family member. Include items bought for special occasion. Clothing, Footwear and Other Wear Clothing, Footwear and Other Wear Clothing, Footwear and Other Wear Clothing, Footwear and Other Wear Clothing, Footwear and Other Wear During the PERIOD SPECIFIED, did you or any member of your family purchase in cash or on credit clothing and other ready-made apparel, footwear, sewing materials and accessories, and pay for service fees? NO, GO TO PAGE 30 Include: a.Items bought for a special occasion like baptismal dress, wedding dress of family member, birthday party outfits, etc. b.Expenses for school and office uniforms including girl scout uniforms, PE uniforms, etc. c.Fees paid to a dressmaker or a tailor in Item 5 (service fees). d.Imputed value of sewing services offered free to a family member by a non-family member Education Education Education Education Education During the PERIOD SPECIFIED, did you or any member of your family pay for education fees, give allowance or support to family members studying away from home, purchase in cash or on credit any educational materials and school supplies and other educational supplies? NO, GO TO NEXT PAGE (D2) Include: a.expenses incurred by the family must be reported in D1(a). b.educational expenses paid or provided for by a relative, a benefactor, etc., as a gift or grant must be reported in D1(b). c.imputed expenses of a recipient of a scholarship grants sponsored by the government, a private corporation or an association, must be reported in D1(b). d.graduation fees, internship fees, payment of yearbooks and other school contributions. e.allowances for family members studying away from home. f.expenses for books, school bags and other supplies. g.total amount of items bought within the reference period on installment basis (e.g. encyclopedia, etc.) while unpaid amount shall be reflected under loans from business firms in Other Receipts (III-D). However, if such items were acquired before the reference period, report the installments/payments made under other Disbursements (II-I, Item 9). h.educational expenses if currently being benefited by a “Study Now Pay later Plan” in D1(a), total amount covered by the plan shall be recorded in Other Receipts (III-D) as loans from private households (Item 3) or as loans from business firms and government institutions (item 4). If the family is now making payments for the plan, enter the payments in Payment of Cash Loans under other Disbursements (II-I, Item 2). i.educational expenses paid for by educational insurance (e.g. CAP). There should be a corresponding report in Part III-D as withdrawals from savings Recreation Recreation Recreation Recreation Recreation During the PERIOD SPECIFIED, did you or any member of your family purchase in cash or on credit recreational goods and supplies, musical instruments, pay for admission tickets to movies, shows, cockfights, races, boxing, basketball, dances, fairs, and others? NO, GO TO NEXT PAGE [D3] Include: a.Expenses of family members on recreational goods and activities such as going to the movies, picnics, etc. b.Amount spent in buying and raising fowl intended for leisure. c.Membership fees to hobby, clubs, resorts, etc d.Amount spent for the care of the family pets. e.Ornamental plants and orchids purchased for a hobby including the fertilizers, insecticides, charcoals and other incidental expenses in the care of the plants Medical Care Medical Care Medical Care Medical Care Medical Care a. During the PERIOD SPECIFIED, did you or any member of your family purchase in cash or on credit any health care goods such as drugs, medicines for first aid, common ailments, serious illneses or childbirth; pay for hospital room charges, medical charges, dental charges, other medical goods and other health services? b. During the PERIOD SPECIFIED, did you or any member of your family receive as gifts health care goods and free medical health services? Enter in this group the value of any health care or medical goods and services availed of the family during the reference period. Also to be included in this section are the contraceptives used for family planning. If the goods were purchased in (cash or on credit) or the services were paid for the family, the amount paid should be entered in D3(a). Include also as cash expenditures all benefits such as free hospitalization, free medicines, free checkups, etc. from an employer. For family members who availed of MEDICARE during the reference period, report not only cash portion paid but also the benefits availed of from MEDICARE program. Enter the total amount paid including the one that came from MEDICARE in the specific item listed under D3(a). Do not report the benefits availed from the MEDICARE under D3(b) as gift because MEDICARE is a fringe benefit of an employee and therefore is part of earnings which shall be reported in Part III - A. Do likewise for employees getting free medical supplies as a fringe benefit. For those who were beneficiaries of a health insurance other than MEDICARE, enter the amount availed of from the insurance in the appropriate item in D3(a) but the corresponding amount should be reported as withdrawals from savings. Medical and dental fees paid by the students are considered part of their school fees, therefore these should be entered in D1 - Education. However, if there were payments made by the students when treated, these should be reported in this expenditure group under D3(a). Report under D3(b) the imputed amount of medical goods and services received as gifts. However, do not report or impute value on the medical goods and services offered free by government hospitals and clinics, medical associations and other civic groups which were availed of by any member of the family. It is the value of any health care or medical goods and services availed of the family during the reference period. Non-Durable Furnishings Non-Durable Furnishings Non-Durable Furnishings Non-Durable Furnishings Non-Durable Furnishings a. During the PERIOD SPECIFIED, did you or any member of your family purchase in cash or on credit non-durable furnishings such as utensils and accessories, household linen and furnishings? b. During the PERIOD SPECIFIED, did you or any member of your family receive as gifts non-durable furnishings? The value of non-durable furnishings for family use such as utensils and accessories, household linen and furnishings, etc., acquired within the reference period including those bought/received for use during special occasions of the family should be reflected in this expenditure group. As with other expenditure groups, if the family bought furnishings, enter the value in E1(a) but if the family received the furnishings as gifts from non-family members, enter the value of the gift in E1(b). The quantity and the value of non-durables made at home for family use should be entered under the expenditure group covering the final product. However, the value to be reported is the value of materials used in making the products plus the cost of paid labor, if any. Do not give any value to the labor rendered by a family member. This includes the value of all non-durable furnishings such as utensils and accessories, (dinnerware, silverware, kitchen utensils, etc.) for family use acquired within the reference period including those bought/received by the family for use during special occasions. Durable Furniture and Equipment Durable Furniture and Equipment Durable Furniture and Equipment Durable Furniture and Equipment Durable Furniture and Equipment a. During the PERIOD SPECIFIED, did you or any member of your family purchase on cash basis any durable furniture and equipment such as kitchen and laundry appliances, audio-visual equipment, furnitures, and other major appliance and equipment, household transport equipment and household tools? b. During the PERIOD SPECIFIED, did you or any member of your family purchase on installment basis durable furniture and equipment? c. During the PERIOD SPECIFIED, did you or any member of your family receive as gifts any durable furniture and equipment? Enter in E2(a) the value of all durable furnishings or equipment such as pieces of furniture, appliances, garden tools, etc. acquired on a cash basis during the reference period and intended for family use. Example: A washing machine worth P3,500 was bought in cash in May 2000. Enter as follows, assuming that no other item was bought. [JANUARY - JUNE 2000] 1 YES 2 NO, GO TO NEXT PAGE [E2 (c)] [JULY - DECEMBER 2000] 1 YES 2 NO, GO TO NEXT PAGE [E2 (c)] ItemCodeQuantityUnit Price (P)Total Value (P)Total Amount PaidCodeQuantityUnit Price (P)Total Value (P)Total Amount Paid 1. Kitchen and … a. Refrigerator b. Cooking Range/Stove c Washing machine d. Others, specify ____________ 522100 522101 522102 522103 522104 _______ ____unit ____unit ____unit ____unit _______ _______ _______ _______ _____ _____ _____ _____ _____ _____ _____ _____ 522100 522101 522102 522103 522104 _________ ______unit ______unit ______unit ______unit _____ _____ _____ _____ __________ _____ _____ _____ _____ _____ _____ For items purchased on installment basis during the reference period, enter the quantity and its total value in the appropriate column in E2(b). Enter also the amount of installments paid including the down payment already paid for during the reference period under the “Total Amount Paid” column. Total value refers to the total installment paid/to be paid plus the initial down payment made on the item. Report the total value of an item only once. That is, if an item was purchased during the reference period covered by the first visit, the total value should be reported only during the first semester and no entry on total value should be made for the same item during the second semester. Thus, the total value of durable equipment purchased on installment basis within the first half of 2000 should be reflected only in the “Total Value” column corresponding to the January - June reference period. However, make sure to enter the difference between the total value and amount paid as loans from business firms (III-D, Item 4). Likewise, only the total value of durable equipment purchased on installment basis during the second half of the year will be reported under the “total Value” column provided for the second visit. Report in the “Total Amount Paid” column only the actual payments made instead of the amount due within the reference period. For the second visit, answer “Yes” to the screening question in E2(b) even if the family did not purchase any durable furnishings or equipment on installment basis during the second half of 2000 provided that there were installments paid within the period for durable furnishings or equipment acquired on installment basis during the first semester of 2000. In such a case, write “0” under the “Total Value” column of the item and report the total installments paid for July to December 2000 under the “Total Amount Paid” column. Leave blank, the “Kind” and “Quantity” column of the item. However, during the second visit subtract the total amount paid from the entry in loans from business firms (III-D, item 4) in the first visit. Example 2: A refrigerator was bought on an installment basis in February 2000. The family paid a down payment of P3,000 in February and monthly installments of P1,000 thereafter. The refrigerator is payable in 12 months. Enter the values as follows: [JANUARY - JUNE 2000] 1 YES 2 NO, GO TO NEXT PAGE [E2 (c)] [JULY - DECEMBER 2000] 1 YES 2 NO, GO TO NEXT PAGE [E2 (c)] ItemCodeQuantityUnit Price (P)Total Value (P)Total Amount PaidCodeQuantityUnit Price (P)Total Value (P)Total Amount Paid 1. Kitchen and … a. Refrigerator b. Cooking Range/Stove c Washing machine d. Others, specify ____________ 522100 522101 522102 522103 522104 ________ _____unit _____unit _____unit _____unit _______ _______ _______ _______ _____ _____ _____ _____ ______ ______ ______ ______ 522100 522101 522102 522103 522104 _______ ____unit ____unit ____unit ____unit _______ _______ _______ _______ _____ _____ _____ _____ ____________ ______ ______ D. OTHER RECEIPTS Loans from business firms (including sari-sari stores) and government institutions 940040 ___________ ____________ 940040 ___________ ____________ There may be cases where during the second semester of 2000, a family is paying the installment for an item they bought during the first half of 2000 and at the same time purchased on installment basis other durable equipment falling under the same group. In this case, enter under the “Total Value” column only the item purchased during the second half of 2000 but add the installments made for both durables and enter the value in the “Total Amount Paid” column during the second visit. Enter the difference between the total value and Amount Paid for the item bought during the second semester of 2000 as loans from business firms (III-D, item 4) for the second visit. In this “Computations/ Remarks” portion, note the amount paid for the appliance bought during the first visit. Only this value will be subtracted from the entry in III-D, item 4 of the first visit. Example 3: In addition to the refrigerator bought by the family in example 2, they also acquired a cooking range worth P5,000 on an installment basis in August 2000. They paid a down payment of P500 and monthly installments of P500 thereafter. [JANUARY - JUNE 2000] 1 YES 2 NO, GO TO NEXT PAGE [E2 (c)] [JULY - DECEMBER 2000] 1 YES 2 NO, GO TO NEXT PAGE [E2 (c)] ItemCodeQuantityUnit Price (P)Total Value (P)Total Amount PaidCodeQuantityUnit Price (P)Total Value (P)Total Amount Paid 1. Kitchen and … a. Refrigerator b. Cooking Range/Stove c Washing machine d. Others, specify ____________ 522100 522101 522102 522103 522104 ________ _____unit _____unit _____unit _____unit _______ _______ _______ _______ _____ _____ _____ _____ ______ ______ ______ ______ 522100 522101 522102 522103 522104 _______ ____unit ____unit ____unit ____unit _______ _______ _______ _______ _____ _____ _____ _____ ____________ ______ ______ D. OTHER RECEIPTS Loans from business firms (including sari-sari stores) and government institutions 940040 ___________ ____________ 940040 ___________ ____________ Do not include under E2(b) installment payments on durable furniture or equipment purchased prior to 2000. Payments for items bought prior to 2000 should be reported in (I) Other Disbursements. Include vacuum cleaners, floor polishers and electric generators for family use acquired during the period in Other Major Appliances and Equipment (II-E2, Item 4). The value of all durable furnishings and equipment received by the family should be entered in E2(c). Durable furnishings made at home for family use should be entered under the expenditure group corresponding to the group of the finished product with the valuation procedure as follows: the value of the finished product will be the purchased value of the input materials if purchased, or their assessed value if received as gifts, plus the cost of paid labor, if any. For example, the head of the family bought spare parts of an owner type jeepney to be assembled. He built the jeepney with the help of a mechanic whom he paid with daily wage. In this case, report the cost of the spare parts and the amount spent for labor in Item E2(a) item 6. No imputation should be made for his labor. Note that his jeepney is for family use only and not for commercial purposes. Rechargeable lamps/ fan is an example of a minor appliance. This includes durable furnishings or equipment such as pieces of furniture, appliances, garden tools, cars,etc. Taxes Taxes Taxes Taxes Taxes During the PERIOD SPECIFIED, did you or any member of your family pay for taxes such as income tax, real estate tax, car registration and other direct taxes? NO, GO TO NEXT PAGE (G1) Item 1.Income Tax - Income tax refers to the tax levied on the earnings or income of a working person in pursuit of his occupation. If there is a working family member, include the amount deducted from his monthly salary representing his withholding tax. Report only the actual amount of taxes or fees paid during the reference period. Report in Item 1, as income tax, the total amount withheld from salaries in 1999 plus the additional amount paid, if any, upon filing of the income tax. Be sure to report the amount withheld in 1999 in Section III-D (Other Receipts), item 6 - Withdrawals from Savings. For purposes of this survey, the amount of tax withheld from income earned from January to June 2000 and from July - December 2000 are considered as savings and must be reported in Other Disbursements (II-I, Item 7) for the first and second visit, respectively. Example: Tax withheld in 1999 is P5,500. Additional tax for 1999 (paid in April 2000) is P1,000. Tax withheld in January - June 2000 is P4,800. Tax withheld on July - December 2000 is P4,800. F. TAXES [JANUARY - JUNE 2000] 1 YES 2 NO, GO TO NEXT PAGE (G1) [JULY - DECEMBER 2000] 1 YES 2 NO, GO TO NEXT PAGE (G1) ItemCodeValueCodeValue 1. Income Tax 600100 600100 I. OTHER DISBURSEMENTS ItemCodeQuantityValueCodeQuantityValue 7. Other disbursements (Major repair and construction of house, withholding taxes from current income, payment for goods and services acquired/ availed of outside reference period, back rentals paid during reference period, etc.) TOTAL ……………. 840700 840000 __________ xxxxxxxxxxxx __________ __________ 840700 840000 __________ xxxxxxxxxxx __________ __________ (If no other disbursements made) I. OTHER RECEIPTS Withdrawn from savings/ business equity 940060 ___________ ___________ 940060 ___________ ___________ Report the value of refunds in Other Receipts (Part III, Section D, Item 7). Taxes levied in the operation of an economic activity by the family e.g., amount paid to secure a license to operate a sari-sari store) are not regarded as expenditure for family living. They are considered as costs incurred in the operation of the entrepreneurial activity and, consequently, should be accounted as operating cost in the appropriate activity in Part IV. However, tax levied on profits realized from such family-operated activities should be treated as family expenditure and the amount should reported in Item 1, Income Tax. Item 2.Real Estate tax - This refers to the tax imposed on real property of the family (e.g. house and lot for family use) in proportion to its value. Include only real estate tax levied on real estate property of the family used purely for personal purposes. Therefore, taxes levied on private properties of the family used solely for business purposes are excluded. Item 3.Car Registration, Toll Fees and Driver's License - This includes registration fees for motor vehicle used for private transport of the family, toll fees, etc.. Item 4.Other Direct Taxes - Direct taxes refers to taxes which are demanded from a taxpayer such as residence certificates or community tax certificates, inheritance tax, alien certificate of registration (ACR), donor's tax, etc. Also include other taxes paid by the family such as custom's duties paid for personal effects bought from abroad, amusement tax and taxes paid as a consumer, etc. Note that progressive taxes, NPA taxes, tithes or taxes given by Moslems to their community should not be included here. They should be reported as Gifts, Support and Assistance to Others (II-H2, item 1) since the money will not accrue to the government. This includes income tax, real estate tax, car registration, toll fees, driver's license and other direct taxes. House Rent/Rental Value House Rent/Rental Value House Rent/Rental Value House Rent/Rental Value House Rent/Rental Value House Maintenance and Minor Repairs House Maintenance and Minor Repairs House Maintenance and Minor Repairs House Maintenance and Minor Repairs House Maintenance and Minor Repairs a. During the PERIOD SPECIFIED, did you or any member of your family purchase in cash or on credit materials for house maintenance and minor repairs such as carpentry materials, electrical materials, masonry, paint, varnish, plumbing and other materials, and pay for labor? b. During the PERIOD SPECIFIED, did you or any member of your family receive as gifts materials and/or paid labor for household maintenance and minor repair? Expenses incurred in connection with household maintenance and minor repairs done in the house during the reference period are covered in this expenditure group. It does not include major repairs and construction of the house itself. Do not impute the value of free services by family members for minor repairs. House maintenance and minor repairs refer to changes done in the housing unit to prevent its normal deterioration or to keep the existing structure in good condition. Include under House Maintenance and Minor Repairs the following jobs: replacement of faucets, sinks and tiles repair of clogged drainage replacement of broken windows and floor tiles repainting of house or wall papering replacing damaged ceiling tiles, wall tiles, or wall paneling repair of leaking roof repair of fence replacement of faulty wires, switches and plugs If the answer to the screening question is “Yes”, inquire from the respondent the type of maintenance or repair job done in the housing unit. If it is not one of those enumerated in (a) to (h) above, enter the cost or the imputed cost in Other Disbursements (II-I, Item 7). Major repairs of the house, on the other hand, refer to the alterations or to additions to the house and other major renovations done in the housing unit, which may result in a change in the structure of the housing unit such as collapsing walls, division of an existing room, etc. Major repairs of the housing unit are considered as investments, hence, related expenditures are to be reported under Item 7 of section (I) - Other Disbursements. Expenses incurred in connection with household maintenance and minor repairs done in the house Special Family Occasions Special Family Occasions Special Family Occasions Special Family Occasions Special Family Occasions a. During the PERIOD SPECIFIED, did you or any member of your family purchase in cash or on credit any food or pay for services for special family occasions such as food and refreshments, alcoholic beverages, services of priests, cooks, waiters, rentals, package tours and others? b. During the PERIOD SPECIFIED, did you or any member of your family receive as gifts any food and free services for special family occasions? Special family occasions include any occasion celebrated by the family like birthdays, weddings, baptismal parties, anniversaries, Christmas, etc. Consumption of food, alcoholic beverages and other expenses exceeds the normal consumption/expenditure of the family due to this celebration. However, if no guests were expected although there was a reason to celebrate, report whatever preparation made by the family under regular expenditures. An exception to this is the case where the family had no guests but food was prepared and given to neighbors. The expenditures on special family occasions are grouped into five kinds, namely: (1) Food and refreshment, (2) Alcoholic beverages, (3) Services, (4) Rental of Place, facilities and equipment, and (5) Package tours. As much as possible, get an estimate of each of the items under each kind. If it will not be possible to go into item details, you will have to combine the expenditures under the most important item. Report in H1(a) the value of the consumption of the food items for special occasions taken from the family's own produce prior to 2000. Be sure to report the same value as withdrawals from savings of Other Receipts (III - D, Item 6). Food item/beverage which came from the family's own produce during the reference period should likewise be reported in H1 (a) since there is no separate column for the “in kind” expenditure. Include the same value under the “Net Receipts” column in III-F, Family Sustenance Activity, or the “Total Value” column in the appropriate entrepreneurial activity in Part IV. If it came from the family's net share of crops, etc. during the reference period, include the value under the “Total Net Value of Share” column in III - B. It should be emphasized that the value of food items already reported in this section should be excluded from the “Value Consumed” column in Net Share of Crops, (III-B); Family Sustenance Activities (III-F); or Sections A1, A2, A3, A4 in Part IV to avoid double reporting of items. Other items of expenditures incurred because of a special family occasion should be included in the corresponding expenditure groups. Hence, a wedding dress will be included in subsection (C2) Clothing, Footwear and Other Wear. It should be noted that gifts received by family members from outsiders during such special occasions are not included here as they are already listed under the respective expenditure groups to which they belong. Special family occasions include any occasion celebrated by the family like birthdays, weddings, baptismal parties, anniversaries, Christmas, etc. Gifts and Contributions to Others Gifts and Contributions to Others Gifts and Contributions to Others Gifts and Contributions to Others Gifts and Contributions to Others During the PERIOD SPECIFIED, did you or any member of your family give gifts and contributions in cash or in kind? This expenditure group covers all gifts, contributions and all forms of assistance given by the family to others, like tithes, contributions to church during mass, religious institutions and to other individuals outside the family. For gifts and contributions given in the form of cash, enter the amount under the “In Cash” column. Gifts given in kind but purchased in cash should also be entered under the “In Cash” column. The amount disbursed should come from the income of the family during the reference period. Hence, gifts given during the reference period but came from withdrawals from savings deposit from the bank, or from loans obtained from others as well as gifts taken from production outside the period should not be included. The rationale in treating gift that was bought as “Gift in Cash” rather than gift in kind is that it was not bought for personal use of the family and therefore cannot be entered in the “In Kind” column in this section because for purposes of this survey, “In Kind expenditures is defined as those taken from the family's own-operated enterprise or sustenance activities, net share of crops, livestock, etc. and those received as gifts. Do not fill up the “In Kind” column until after you have asked Part IV (Entrepreneurial Activities). Gifts and contributions “In Kind” refer to those that were actually produced by the family from own-operated enterprise (Part IV) or sustenance activities (Part III, Section F) and part of net share of crops, livestock, etc., given away (Part III Section B) Exclude the value of used clothing and other old personal properties of the family given away to individuals outside of the family. This covers all gifts, contributions and all forms of assistance given by the family to others, like tithes, contributions to church during mass, religious institutions and to other individuals outside the family. Other Expenditure (inc. Value Consumed, Losses) Other Expenditure (inc. Value Consumed, Losses) Other Expenditure (inc. Value Consumed, Losses) Other Expenditure (inc. Value Consumed, Losses) Other Expenditure (inc. Value Consumed, Losses) During the PERIOD SPECIFIED, did you or any member of your family incur any expenses, in cash or on credit, on other expenditure items such as life insurance and retirement premiums, interest payment on loans for household expenses, and others? This expenditure group includes payment for all other forms of expenditures such as premiums for insurance, interest payment on loans for living expenses, losses due to fire and theft, legal fees, membership fees to legal associations, professional organizations, etc. If there is a family member who is a regular wage earner, ask the amount deducted from his salary as payment for his MEDICARE, GSIS or SSS insurance, PAG-IBIG membership, etc. Write the exact type of insurance on the Computations/Remarks portion. If the respondent has difficulty in determining the exact amount contributed to the GSIS (for those in the government service) compute the periodic contributions based on the salaries of the employed members and the following information: GSIS - 9% for the first P11,000 of the basic salary per month additional 2% of the balance of the basic salary, if more than P11,000. If any member contributes to the PAG-IBIG fund and the exact amount cannot be determined, compute the amount as follows: PAG-IBIG - 2% of the basic salary per month for those earning more than P1,500 1% of the basic salary per month for those earning P1,500 or less or minimum of P100.00 For SSS members, determine the monthly contribution based on the contribution schedule. (See Appendix B). If the family had been unable to pay the insurance premium due for a period, indicate the amount due in the appropriate item but add the unpaid amount to the entries in Loans from Business Firms and Government Institutions of other Receipts (III-D, Item 3). However, if payments were made during the second visit, be sure to deduct the value to the Loans from Business Firms and Government Institutions (III-D, item 4) reported during the first visit. Item 3 (Others) covers non-life insurance premiums and other types of insurance premiums paid for personal properties of the family like car insurance and house insurance. Again, indicate in the “Computations/ Remarks” portion the type of insurance. It also includes losses due to fire and theft; losses due to natural calamities, locusts, etc. if no harvest were made; payment for educational plans, legal fees, welfare and civic association dues, membership fees, or yearly dues MEDICARE; and the amount paid during the reference period for repossessed items such as appliances, furniture, etc. This expenditure group includes payment for all other forms of expenditures such as premiums for insurance, interest payment on loans for living expenses, losses due to fire and theft, legal fees, membership fees to legal associations, professional organizations, etc. Value Consumed Value Consumed Value Consumed Value Consumed Value Consumed Total expenditures excluding value of items received as gifts. Total Non-Food Expenditure Total Non-Food Expenditure Total Non-Food Expenditure Total Non-Food Expenditure Total Non-Food Expenditure Total Expenditure Total Expenditure Total Expenditure Total Expenditure Total Expenditure Family expenditures refers to the expenses or disbursements made by the family purely for personal consumption. Therefore, it excludes all expenses in relation to farm or business operations, investments, ventures, purchase of real property and other disbursements that do not involve personal consumption. Gifts, support, assistance, or relief in goods and services received by the family from friends, relatives etc. are considered as income but at the same time treated as expenditures of the family for purposes of balancing the family account. Loans Granted to Persons Outside the Family Loans Granted to Persons Outside the Family Loans Granted to Persons Outside the Family Loans Granted to Persons Outside the Family Loans Granted to Persons Outside the Family During the PERIOD SPECIFIED, did you or any member of your family incur any expenses, in cash or on credit, on other disbursements such as loans granted to persons outside the family? Loans to persons outside the family, including members of the same household who are non-family members, are to be reported Amounts Deposited in Banks/Investments Amounts Deposited in Banks/Investments Amounts Deposited in Banks/Investments Amounts Deposited in Banks/Investments Amounts Deposited in Banks/Investments amount deposited in banks/investments, only the total amount of the deposits made during the reference period and NOT the total deposit as of the end of reference period. Emphasize this concept to the respondent. Include also the value in cash or in kind of livestock given to another household to be raised by that household when no disposal had been made at the time of visit. Other Disbursements (excl. ELOAN and DEPO) Other Disbursements (excl. ELOAN and DEPO) Other Disbursements (excl. ELOAN and DEPO) Other Disbursements (excl. ELOAN and DEPO) Other Disbursements (excl. ELOAN and DEPO) ·Other disbursements in item 9 include the following: ØWithholding tax deducted in year 2006 ØPayments made during the period for items acquired or services availed of on credit outside the reference period ØBack rentals of the house and other accumulated rentals prior to but paid within the reference period Other Disbursements Other Disbursements Other Disbursements Other Disbursements Other Disbursements During the PERIOD SPECIFIED, did you or any member of your family incur any expenses, in cash or on credit, on other disbursement such as purchase or amortization of real property, payment of cash loans, installments for appliances or car bought before 2006 on installment basis, loans granted to persons outside the family, deposits, investments and others? Refer to non-family expenditures which may give an indication of savings on the part of the family. Included are loans granted to persons who are non-family members, continuing installments paid on durable furnishings/equipment bought before 2006, money deposited in banks, purchase of stocks/bonds and other forms of investments. Examples of items to be reported here are: ØPurchase/amortization of real property ØLoans granted to persons who are non-family members ØContinuing installments paid on durable furnishings/equipment bought before 2006 ØMoney deposited in the banks/investments ØMajor repair of the house ØConstruction of new house ·Other disbursements iinclude the following: ØWithholding tax deducted in year 2006 ØPayments made during the period for items acquired or services availed of on credit outside the reference period ØBack rentals of the house and other accumulated rentals prior to but paid within the reference period Total Disbursements Total Disbursements Total Disbursements Total Disbursements Total Disbursements Sum of Total Expenditures and Other Disbursements Salaries/Wages from Agricultural Activity Salaries/Wages from Agricultural Activity Salaries/Wages from Agricultural Activity Salaries/Wages from Agricultural Activity Salaries/Wages from Agricultural Activity During the PERIOD SPECIFIED, did you or any member of your family receive regularly salaries and wages from employment in agricultural sectors, in cash, (including allowances, honoraria, tips, bonus, commissions and others) and in kind (including housing, food, grocery, clothing, medical benefits, etc.)? NO, GO TO NEXT PAGE (A1.2) A regular salary/wage worker in agricultural industry can be identified as follows: Kind of Industry/Business should be any of the following activities: crop production such as palay, corn, vegetable, coconut, sugarcane, tobacco, fiber, coffee, cacao, etc.; livestock and poultry such as cattle raising, carabao raising, chicken raising, duck raising, etc.; agricultural services; fishing (ocean, coastal, inland, etc.), fishpond operation, fishpen operation, fish farm, shrimp farm, oyster farm, etc.; and logging operations, hunting, trapping and game propagation. Class of worker should be any of the following: worked for private household worked for private establishment worked for government/government corporation employer in own family-operated farm or business, if there is a formal payroll system and operator draws salaries and wages from the enterprise worked with pay on own family-operated farm or business Nature of Employment should be permanent. A seasonal or occasional salary/wage worker in agricultural industry is identified as follows: Kind of Industry/Business should be any of agricultural industries as earlier listed. Class of worker should be the same as those specified in regular salaries and wages. Status in Job/Business should be either of the following: - short term or seasonal or casual job/business- Worked for different employers on day to day or week to week basis. Salaries/Wages from Non-Agricultural Activity Salaries/Wages from Non-Agricultural Activity Salaries/Wages from Non-Agricultural Activity Salaries/Wages from Non-Agricultural Activity Salaries/Wages from Non-Agricultural Activity During the PERIOD SPECIFIED, did you or any member of your family receive regularly salaries and wages from employment in non-agricultural sectors, in cash, (including allowances, honoraria, tips bonus, commissions and others) and in kind (including housing, food, grocery, clothing, medical benefits, etc.)? NO, GO TO PAGE 48 (A2) A regular salary/wage worker in non-agricultural can be identified as follows: Kind of Industry/Business should be any of the following: manufacturing, wholesale and retail trade; mining and quarrying; electricity, gas and water; transportation and communication; construction; real estate; banking and finance; and government services and private services. Class of Worker and Nature of Employment are the same as those in the first classification. Seasonal/occasional salary/wage worker in non-agricultural can be identified as follows: Engaged in any non-agricultural industry as enumerated earlier. Class of Worker and Nature of Employment are the same as those of the seasonal/occasional salary/wage worker in agricultural industry. When a family member worked during the reference period in different enterprises but fall in the same sector (either agricultural or non-agricultural), enter his name in one line only and report all his total earnings, in cash and in kind, in the corresponding column. On the other hand, if a family member worked for pay in two or more jobs falling in different sectors, report this jobs separately in the corresponding sector. Salaries/Wages from both Agri and Non-Agri Activities Salaries/Wages from both Agri and Non-Agri Activities Salaries/Wages from both Agri and Non-Agri Activities Salaries/Wages from both Agri and Non-Agri Activities Salaries/Wages from both Agri and Non-Agri Activities This section obtains information on the income of the family from salaries and wages from employment received by family members. It includes all forms of compensation whether in cash or in kind received by family members as regular or occasional/seasonal workers in agricultural and non-agricultural industries. This additional information may provide data to explain the difference in the level of compensation received by salary and wage earners. Before filling up any-subsection of III-A, ascertain first the number of wage and salary workers in the family to find out if the five lines provided in each subsection are enough. If the number exceeds five, divide a line into two in order to accommodate all the earning members. Wage and salary workers in the family must be classified into any of the following categories: regular, agricultural (A1.1) regular, non-agricultural (A1.2) seasonal/occasional, agricultural (A2.1) seasonal/occasional, non-agricultural (A2.2) For purposes of this survey, an employed person is considered a regular salary/wage worker if he/she has a permanent job, which lasted or will last for at least one year at the time of the interview. The person's appointment to the position may either be permanent or temporary but during the reference period he/she could have worked or actually worked continuously in the same job or with the same establishment. He/she may have been paid on a monthly or daily rate basis. On the other hand, a person is considered as a seasonal/occasional worker when the employment does not last for at least one year, or the employment is short term or intermittent. Examples of seasonal/occasional workers are: Bookies and bet collectors in horse races who do not work on a regular basis. Sugar industry workers during harvest and milling seasons only. Drivers not working on a regular basis (i.e., “pa-extra-extra” basis) Peak season workers in commercial establishments like during Christmas time when extra sales workers are hired Substitute teachers for regular teachers who got sick or on maternity leave Laborers in emergency repairs of damaged bridges or roads Odd job workers (“pa-extra-extra”) Net Share of Crops, Fruits, etc. (Tot. Net Value of Share) Net Share of Crops, Fruits, etc. (Tot. Net Value of Share) Net Share of Crops, Fruits, etc. (Tot. Net Value of Share) Net Share of Crops, Fruits, etc. (Tot. Net Value of Share) Net Share of Crops, Fruits, etc. (Tot. Net Value of Share) During the PERIOD SPECIFIED, did you or any member of your family receive net share of crops, fruits and vegetables produced or livestock and poultry raised by other households? If yes, how much was sold for cash or consumed by the family? NO, GO TO NEXT PAGE (C) This sections should be filled up only if the sample family received a share of crops, fruits, vegetables, etc., harvested by its tenants or when a fixed rental or any amount out of the produce was received from tenants during the reference period. Fill up this section also, if the sample family sold, consumed, gave away as gifts or payment, during the reference period, its share of livestock raised by other households, including rental of agricultural lands paid in the form of livestock or poultry, or its share of livestock or poultry products. Include the share of the family from the proceeds of the sale of pig, cow, etc. which is owned but raised by others, and disposed of during the reference period, although there was no landlord-tenant relationship between the sample family and the family who raised it. Cash Receipts, Support, etc. from Abroad Cash Receipts, Support, etc. from Abroad Cash Receipts, Support, etc. from Abroad Cash Receipts, Support, etc. from Abroad Cash Receipts, Support, etc. from Abroad During the PERIOD SPECIFIED, did you or any member of your family receive in cash any receipt, gift or other forms of assistance from abroad? NO, GO TO C2 BELOW Sources of cash receipts from abroad are divided into the following items: 1. Cash received out of salaries/wages and other sources of income of a family member who is a contract worker abroad. 2. Cash receipts sent by a family member of the household with a status of residency abroad other than that of a contract worker (immigrant, tourist, and those with student visa). 3. Pensions, retirement and other benefits received from the U.S. government and other foreign government. 4. Cash, gifts, support, relief, etc., from relatives except those under items 1 and 2 above, from charitable groups and foreign government. 5. Income from abroad accruing from dividends, investment, net income from business, rental from properties and other property income. Cash Receipts, Support, etc. from Domestic Source Cash Receipts, Support, etc. from Domestic Source Cash Receipts, Support, etc. from Domestic Source Cash Receipts, Support, etc. from Domestic Source Cash Receipts, Support, etc. from Domestic Source During the PERIOD SPECIFIED, did you or any member of your family receive in cash any gift, support, assistance or relief from domestic source? NO, GO TO C3 BELOW ·Inquire about cash receipts, support, assistance and relief received by family members from: ØOther families living in the country and from the Philippine government ØA family member, not enumerated as a member of the household because he is not expected to return within 30 days from date of departure ØCharitable institutions, Red Cross, DSWD. etc., and enter the amount received, if any, in Item 2. Rentals Received from Non-Agri Lands, etc. Rentals Received from Non-Agri Lands, etc. Rentals Received from Non-Agri Lands, etc. Rentals Received from Non-Agri Lands, etc. Rentals Received from Non-Agri Lands, etc. During the PERIOD SPECIFIED, did you or any member of your family receive in cash or in kind, rentals from non-agricultural land, buildings, spaces or other properties? NO, GO TO NEXT PAGE (C4) ·Net Income derived from rentals from non-agricultural lands, buildings, spaces and other properties (domestic source) shall be entered in III-C3, not in other Entrepreneurial Activities NEC (IV-A11). Take note that this item refers to lands, buildings, etc. which are rented out to other families by the sample family. ·In the urban areas, especially in commercial and educational centers, be sure to inquire on: ØRentals received from residential and commercial lots and buildings owned by the family ØRentals of rooms and spaces leased or sub-leased by the family to others ØRental of other properties which include renting out of chairs, wearing apparel, jewelries, as long as these are not family enterprise. Specify other properties being rented out as reported in Item 4 of this sub-section. Interest Interest Interest Interest Interest During the PERIOD SPECIFIED, did you or any member of your family receive in cash or in kind, interest from bank deposits and loans extended to other families? NO, GO TO C5 BELOW §Interest in cash maybe from bank deposits, or for money loaned to other families §When a landowner loaned 5 sacks of rice to another household who later paid 6 sacks of rice after harvest, the value of one sack will be recorded as interest in kind in Column 4. §For family members with dollar deposits, estimate the peso equivalent of the interest earned during the period. Use current exchange rate. Pension and Retirement Benefits Pension and Retirement Benefits Pension and Retirement Benefits Pension and Retirement Benefits Pension and Retirement Benefits During the PERIOD SPECIFIED, did you or any member of your family receive in cash or in kind, pension and retirement, workmen's compensation, or social security benefits? NO, GO TO C6 BELOW Ask specifically about receipts of the following during the reference period: Pension and retirement benefits Monthly annuities of: Retired government employees Retired or disabled members of the Armed Forces of the Philippines Retired employees of private firms Include here sums of money received under the Workmen's Compensation Act for an accident, disability, or death of a family member who worked with the government or a private firm Dividends from Investment Dividends from Investment Dividends from Investment Dividends from Investment Dividends from Investment During the PERIOD SPECIFIED, did you or any member of your family receive in cash or in kind, any dividend from investment (stocks, bonds, etc.)? NO, GO TO C7 BELOW Inquire on dividends or share of profits for investments in large private corporations and in money markets. When you come across a household of a government employee, ask specifically about GSIS dividends. Also included are PLDT dividends. Dividends in the form of stocks will be reported in the “In Cash” column. Other Sources of Income NEC Other Sources of Income NEC Other Sources of Income NEC Other Sources of Income NEC Other Sources of Income NEC During the PERIOD SPECIFIED, did you or any member of your family receive in cash or in kind, other sources of income not elsewhere classified such as royalties and income of family members below 10 years old? NO, GO TO NEXT PAGE (D) The following examples are: a.Royalties b.Lump sum for injuries (not covered by workmen's compensation) c.Legal damages received d.Proceeds from sale of rights to real property and e.Salaries and wages from employment of family members less than 10 years old Total Received as Gifts Total Received as Gifts Total Received as Gifts Total Received as Gifts Total Received as Gifts · Gifts, support, assistance or relief goods and services received by the family from friends, relatives, etc., are considered as income but at the same time treated as expenditures for purposes of balancing the family account Family Sustenance Activities Family Sustenance Activities Family Sustenance Activities Family Sustenance Activities Family Sustenance Activities During the PERIOD SPECIFIED, did you or any member of your family produce goods mainly for home consumption? If yes, how much was consumed by the family? NO, Refer to Checklist on page 54 § A family is considered engaged in family sustenance activities if there was a disposal (consumed, sold, given away, etc) during the reference period. House Rental Value House Rental Value House Rental Value House Rental Value House Rental Value The question, "How much is the imputed rent?" per month may be asked this way: If someone would rent your house today, how much do you think would it be rented?" Ask the respondent to estimate the amount he/she would charge, to rent the entire housing unit monthly, unfurnished and excluding the costs for utilities Do not confuse imputed rent with amortization payments. Note that imputed rent refers to the value of the house/lot based on its utility while amortization payments refer to the periodic payments made by the family on real property they acquired on installment basis. Hence, if the family owns the house/lot but is still paying for it, the total of payments made for the six-month reference period is to be included in Item (1) purchase/amortization of real property under Section I - Other Disbursements. However, the imputed rent must be entered in G1(d). Computations of rent should be based on prevailing prices in the area. For free housing enjoyed by employees as part of fringe benefits provided by their employer, the imputed rent must be estimated. For this particular case, place a sharp sign (#) on the line provided after each question for the rent-free lot in Code 4 or the rent-free house and lot in Code 6. (The sharp sign serves as an indicator for free housing derived from employment. Be sure to include this amount as Earnings in Kind in Part III Section A. Salaries and Wages from Employment. Other Income Other Income Other Income Other Income Other Income This is the sum of the following items: - Netshare of crops - Cash Receipts, gifts, support, etc. from Abroad - Cash Receipts, gifts, support, etc. from domestic source - Rentals received from non-agri lands, buildings, etc. - Interest - Pensions - Dividends from investments - Receipts from others sources not elsewhere classified - Total value received as gifts - Income from family sustenance activities - Rental value of the house Crop Farming and Gardening (chk CFG-LOSS) Crop Farming and Gardening (chk CFG-LOSS) Crop Farming and Gardening (chk CFG-LOSS) Crop Farming and Gardening (chk CFG-LOSS) Crop Farming and Gardening (chk CFG-LOSS) During the PERIOD SPECIFIED, did you or any member of your family engage in crop farming and gardening such as growing of palay, corn, roots and tubers, vegetables, fruits, nuts, etc.? During the PERIOD SPECIFIED, did you or any member of your family harvest crops, fruits and vegetables? If yes, how much was consumed by the family or given away as gifts? NO, GO TO PAGE 55 (A2) For purposes of this survey, the following are considered as operating a crop farm or garden: Gardening in at least 100 sq. meters of solid patches (the plants not scattered all around) whether the produce is mainly for sale or for family consumption. Consider also as work for profit, gardening in less than 100 sq. meters if the produce is solely for sale. Non-farm households cultivating at least 300 sq. meters of land devoted to temporary, annual or biennial crops or shrubs, or tending an orchard of at least the same area even though not much care is needed by plants, unlike gardening. Growing ornamental plants and flowers, seedlings, black pepper (pemienta) or betel leaf for sale, even if area may be less than 100 sq. meters. Report under this section all crops harvested from the farm operated by the family. This includes the production/harvests of lessees of fruit trees such as lanzones and mango if there were harvests made during the reference period. Report the area harvested in hectares if the plants were compactly planted and report the number of trees, if scattered. The “Production” column should be used in entering the quantity harvested including the unit of production. For instance in reporting the harvest in palay, the entry should be 50 sacks or 2,500 kgs. Do not forget to indicate the unit in reporting the harvest. Report in the “Total Value” column the estimated value of harvest based on prevailing price in the market if production has not been disposed. Otherwise, the total value to be reported should be estimated based on the actual amount of sale of the crop. However, if part of production was sold and part of it was consumed and given away, estimate the total value based on the unit price of the crops sold. The value consumed and given away should likewise be estimated based on the unit price of crops sold. Livestock and Poultry Raising (chk LPR-LOSS) Livestock and Poultry Raising (chk LPR-LOSS) Livestock and Poultry Raising (chk LPR-LOSS) Livestock and Poultry Raising (chk LPR-LOSS) Livestock and Poultry Raising (chk LPR-LOSS) During the PERIOD SPECIFIED, did you or any member of your family engage in livestock or poultry raising such as raising of carabaos, cattle, horses, hogs, chickens, ducks, etc. and produce any livestock and poultry products such as milk, eggs, etc.? During the PERIOD SPECIFIED, did you or any member of your family dispose of any livestock and poultry, whether sold, consumed or given away, or did you or any family member produce livestock/poultry products? If yes, how much was consumed by the family or given away as gifts? NO, GO TO PAGE 57 (A3) An operator under this activity should have at least raised at any time during the reference period whether for business or for home consumption any of the following: Fowls at least one month old: - 30 or more chicken or ducks 10 or more turkeys or geese 50 or more pigeons 100 or more quails (or a proportional combination of the above, more or less) Animals 3 or more pigs at least 3 months old 3 or more goats 10 or more rabbits (or a proportional combination of the above) 1 cattle, carabao or horse Consider a person working for profit if he intends to engage in poultry or animal raising as a regular business, even though the number of poultry or animals at the start of the business or at a certain time may be less than the minimum prescribed above. Fishing (chk FIS-LOSS) Fishing (chk FIS-LOSS) Fishing (chk FIS-LOSS) Fishing (chk FIS-LOSS) Fishing (chk FIS-LOSS) During the PERIOD SPECIFIED, did you or any member of your family engage in such activities as capturing fish (with a boat of three tons or less), gathering fry, shells, seaweeds and other aquatic animals or products and culturing fish, oyster, mussels, etc.? During the PERIOD SPECIFIED, did you or any member of your family catch/gather/ harvest fish or aquatic products? If yes, how much was consumed by the family or given away as gifts? NO, GO TO NEXT PAGE (A4) Be reminded that a family member is considered as an operator in fishing if the fishing activity is mainly for sale. If the family member is engaged in fishing mainly for home consumption, the reply to this question should be “No”. Forestry and Hunting (chk FOR-LOSS) Forestry and Hunting (chk FOR-LOSS) Forestry and Hunting (chk FOR-LOSS) Forestry and Hunting (chk FOR-LOSS) Forestry and Hunting (chk FOR-LOSS) During the PERIOD SPECIFIED, did you or any member of your family engage in such forestry activities as tree planting (ipil-ipil), firewood gathering, small scale logging excluding concessionaires, charcoal making, gathering forestry products (cogon, nipa, rattan, bamboo, resin, gum, etc.), or hunting wild animals/birds? During the PERIOD SPECIFIED, did you or any member of your family dispose of (whether sold, consumed, or given away) forestry products gathered or wild animals/birds hunted? If yes, how much was consumed by the family or given away as gifts? NO, GO TO NEXT PAGE (A5) Ascertain whether a family member is an operator in any of the following activities: tree planting such as ipil-ipil, mahogany, etc. to reforest an area or for firewood purposes firewood gathering for sale small-scale logging but exclude concessionaires charcoal making for sale as an ancillary activity of forestry and hunting activities gathering forest products such as rattan, cogon, nipa shingles, bamboo, resin gum, etc. for sale. Any of the activities undertaken must be mainly for sale to be reported under this section. Otherwise, any production should be reported in Section F - Family Sustenance Activities if mainly for home consumption. Wholesale and Retail (chk TRD-LOSS) Wholesale and Retail (chk TRD-LOSS) Wholesale and Retail (chk TRD-LOSS) Wholesale and Retail (chk TRD-LOSS) Wholesale and Retail (chk TRD-LOSS) During the PERIOD SPECIFIED, did you or any member of your family engage in any wholesale or retail activity including market vending, sidewalk vending and peddling? During the PERIOD SPECIFIED, did you or any member of your family sell goods either on wholesale or retail basis? NO, GO TO NEXT PAGE (A6) A person is said to be an operator of this activity if he sells mainly for profit. These include those selling in bulk or in retail such as those selling in sari-sari stores, in sidewalks or from house to house or rolling stores. Excluded here are farmers who go to market and sell their crops and livestock every now and then. Manufacturing (chk MFG-LOSS) Manufacturing (chk MFG-LOSS) Manufacturing (chk MFG-LOSS) Manufacturing (chk MFG-LOSS) Manufacturing (chk MFG-LOSS) During the PERIOD SPECIFIED, did you or any member of your family engage in such manufacturing activities as weaving, tailoring, dressmaking, bagoong making and fish drying? During the PERIOD SPECIFIED, did you or any member of your family consume any of the goods manufactured? NO, GO TO NEXT PAGE (A7) Manufacturing is the process of transforming raw or semi-finished materials into new form or finished products whether the work is performed by hand or by power-driven machine, whether it is done in a factory or in a worker's home, and the products are sold at wholesale or retail. Exceptions are banana cue making, popcorn, fishball and the like which should be classified as Wholesale and Retail Activity. Do not include under this section, manufacturing activities as integral part of other activities like copra making or panocha making and dried fish making which should be reported under “Crop Farming and Gardening” and “Fishing” sections, respectively. If selling the manufactured products is an ancillary activity in manufacturing, do not enter any in “Wholesale and Retail” section. Community, Social, etc. Services (chk CPS-LOSS) Community, Social, etc. Services (chk CPS-LOSS) Community, Social, etc. Services (chk CPS-LOSS) Community, Social, etc. Services (chk CPS-LOSS) Community, Social, etc. Services (chk CPS-LOSS) During the PERIOD SPECIFIED, did you or any member of your family operate any activity providing community, social, recreational and personal services such as medical and dental practice, practice of trade, operation of schools, restaurants and hotels, etc.? During the PERIOD SPECIFIED, did you or any member of your family receive any compensation/payment for rendering such services? NO, GO TO NEXT PAGE (A8) The scope of this section includes the operation of family enterprises in the following: Restaurants, bars, cafes and other eating and drinking places Boarding houses and lodging places Repair shops (motor vehicles, electrical, footwear, watch and jewelry), etc. Recreational establishments like bowling alleys and billiards halls, resorts, etc. Laundry shops or home laundry, barbershops, beauty shops, shoe shine, etc. Educational services in all levels Medical, dental and laboratory services Include in the average gross receipts per month the value consumed during the period from family-operated carenderia. Remember to exclude business establishments that are registered with the SEC. You can discern this if the name of the establishments “INC” (means “incorporated”) affixed to the business name of the enterprise (caratola). If for instance the residence of the family is located in the place where they offer services, and the sign board does not show “INC”, inquire as to the organization so that decision can be made whether to include it or not. Transportation, Storage Services (chk TCS-LOSS) Transportation, Storage Services (chk TCS-LOSS) Transportation, Storage Services (chk TCS-LOSS) Transportation, Storage Services (chk TCS-LOSS) Transportation, Storage Services (chk TCS-LOSS) During the PERIOD SPECIFIED, did you or any member of your family operate any activity providing transportation, storage and communication services such as operation of jeepneys or taxis, storage and warehousing activities, tour and travel agencies, messenger services, etc.? During the PERIOD SPECIFIED, did you or any member of your family receive any compensation/payment for rendering such services? NO, GO TO NEXT PAGE (A9) Report the following activities under this section: Operation of buses, jeeps, freight trucks, service vehicles, calesas, tricycles and motor boats Small transport enterprises like carts, boats, etc., ferrying persons across rivers, etc. Family cars and jeeps, etc. which might have been used to transport persons or a freight for fee Tour and travel agencies Storage and warehousing, including cold storage and grain warehouses Messengerial services Others such as “kuliglig” or a farm machinery, which is used to transport farm workers, etc. MIning and Quarrying (chk MNG-LOSS) MIning and Quarrying (chk MNG-LOSS) MIning and Quarrying (chk MNG-LOSS) MIning and Quarrying (chk MNG-LOSS) MIning and Quarrying (chk MNG-LOSS) During the PERIOD SPECIFIED, did you or any member of your family engage in mining and quarrying such as salt mining, gold mining, gravel and sand quarrying, etc.? During the PERIOD SPECIFIED, did you or any member of your family dispose of mining and quarrying products? NO, GO TO NEXT PAGE (A10) To be included under this section are activities like gold mining and panning, other precious metals mining, base metal mining. non-metallic mining, salt mining and quarrying (stone, clay, marble, sand, limestone, etc.). Construction (chk CON-LOSS) Construction (chk CON-LOSS) Construction (chk CON-LOSS) Construction (chk CON-LOSS) Construction (chk CON-LOSS) During the PERIOD SPECIFIED, did you or any member of your family contract services for the construction or repair of house, building or any structure? During the PERIOD SPECIFIED, did you or any member of your family receive payment for the construction activity? NO, GO TO NEXT PAGE (A11) Construction to be reported here are those services contracted by any member of the family for the construction or repair of a house, building, or any structure. “Small time” contractors are included here while big contractors, which have juridical personality (corporations or partnerships), are excluded. Entrep. Activities NEC (chk NEC-LOSS) Entrep. Activities NEC (chk NEC-LOSS) Entrep. Activities NEC (chk NEC-LOSS) Entrep. Activities NEC (chk NEC-LOSS) Entrep. Activities NEC (chk NEC-LOSS) During the PERIOD SPECIFIED, did you or any member of your family engage in other entrepreneurial activities not elsewhere classified such as legal, accounting and engineering services; advertising services; and machinery and equipment renting and leasing? During the PERIOD SPECIFIED, did you or any member of your family receive professional or service fees for this activity? NO, END INTERVIEW this section will cover all other entrepreneurial activities in the non-agricultural sector, which do not fall in any of Sections A5 to A10. However, agricultural services like renting out of farm machinery and equipment will also be included here since this group cannot be reported in any of Sections A1 to A4. Total Income from Entrepreneurial Acitivites Total Income from Entrepreneurial Acitivites Total Income from Entrepreneurial Acitivites Total Income from Entrepreneurial Acitivites Total Income from Entrepreneurial Acitivites Total Income Total Income Total Income Total Income Total Income Total family income includes primary income and receipts from other sources received by all family members during the calendar year 2003 as participants in any economic activity or as recipients of transfers, pensions, grants, etc. Primary income includes salaries and wages, commissions, tips, bonuses, family and clothing allowance, transportation and representation allowances, honoraria, and other forms of compensation and net receipts derived from the operation of family-operated enterprises/activities and the practice of a profession or trade. Net Winnings from Gambling, etc. Net Winnings from Gambling, etc. Net Winnings from Gambling, etc. Net Winnings from Gambling, etc. Net Winnings from Gambling, etc. §May be derived by subtracting losses from winnings during the reference period §If there are more losses than winnings, record the expenditures or the net loss under Item 3 of Other Expenditure (II-H3). Profit from Sales of Stocks, etc. Profit from Sales of Stocks, etc. Profit from Sales of Stocks, etc. Profit from Sales of Stocks, etc. Profit from Sales of Stocks, etc. §Report only the profit obtained from selling personal and real properties bought and sold during the reference period will be reported here. The value at cost of the property sold will be included in Section III-D, other Receipts, Item 1 and 2, respectively. Backpay and Proceeds from Insurance Backpay and Proceeds from Insurance Backpay and Proceeds from Insurance Backpay and Proceeds from Insurance Backpay and Proceeds from Insurance This sub-section covers the following: §Back salaries/wages and other forms of compensation of government employee during World War II. Include the amount of taxes paid in bonds bought certificates §Proceeds from insurance at face value, received by the family member during the semester. Report here the face value, but the policy loans deducted, if any, should be included in Item 2 of Section I - Other Disbursements. Inheritance Inheritance Inheritance Inheritance Inheritance Report here the money inherited and cash proceeds from the sale of property inherited or trust funds received regularly during the reference semester under the “In Cash” column and the imputed value of the item of receipts of a property or item inherited during the semester but not converted into cash under the “In Kind” column. Loans from Other Families Loans from Other Families Loans from Other Families Loans from Other Families Loans from Other Families Withdrawal from Savings/Business equity Withdrawal from Savings/Business equity Withdrawal from Savings/Business equity Withdrawal from Savings/Business equity Withdrawal from Savings/Business equity § Include in withdrawal from savings/business equity (Item 6. lll-D), value of food items harvested prior to the reference period but consumed during the period. Other Receipts (excl. Loans and Withdrawals) Other Receipts (excl. Loans and Withdrawals) Other Receipts (excl. Loans and Withdrawals) Other Receipts (excl. Loans and Withdrawals) Other Receipts (excl. Loans and Withdrawals) During the PERIOD SPECIFIED, did you or any member of your family receive in cash or in kind, other receipts such as sale of real property; sale of personal property (clothing, jewelry, etc.); loans from other families, business firms and government institutions for current consumption and investment; payment received for loan granted to others (excluding interest); withdrawals from savings/business equity; net winnings from gambling, profits from sale of stocks, back pay and proceeds from insurance, inheritance or other receipts? Other Receipts are tax refund and dowries received by the sample family. Prizes received from tournaments, contests, in cash and in kind are likewise included under this item. Other Sources of Income and Other Receipts Other Sources of Income and Other Receipts Other Sources of Income and Other Receipts Other Sources of Income and Other Receipts Other Sources of Income and Other Receipts Ask if the family had other receipts, in cash and in kind from sources other than those covered in Sections A to C and F of Income and Part IV. The examples of the so called non-income receipts are loans secured from other families and from business firms and government institutions; payments received for loans granted to other families, value at cost of real and personal properties sold, and withdrawals from deposit, business equity and other investments. Total Receipts Total Receipts Total Receipts Total Receipts Total Receipts This is the sum of Total Family Income, Other Sources of Income and Other Receipts Filler (office use only) Filler (office use only) Filler (office use only) Filler (office use only) Filler (office use only) Filler (office use only) Filler (office use only) Filler (office use only) Filler (office use only) Filler (office use only) National Income Decile National Income Decile National Income Decile National Income Decile National Income Decile 1 1st Decile 2 2nd Decile 3 3rd Decile 4 4th Decile 5 5th Decile 6 6th Decile 7 7th Decile 8 8th Decile 9 9th Decile 10 10th Decile The national income decile is obtained by ranking the weighted total family income of all sample families in the country from lowest to highest. Then these are grouped into tens. The first tenth, meaning those with the lowest income, is called the first decile; the second tenth, second decile and so on. Regional Income Decile Regional Income Decile Regional Income Decile Regional Income Decile Regional Income Decile 1 1st Decile 2 2nd Decile 3 3rd Decile 4 4th Decile 5 5th Decile 6 6th Decile 7 7th Decile 8 8th Decile 9 9th Decile 10 10th Decile The regional income decile is obtained by ranking the weighted total family income of sample families in a given region from lowest to highest. Then these are grouped into tens. The first tenth, meaning those with the lowest income, is called the first decile; the second tenth, second decile and so on. National Per Capita Income Decile National Per Capita Income Decile National Per Capita Income Decile National Per Capita Income Decile National Per Capita Income Decile 1 1st Decile 2 2nd Decile 3 3rd Decile 4 4th Decile 5 5th Decile 6 6th Decile 7 7th Decile 8 8th Decile 9 9th Decile 10 10th Decile The per capita income of families for the whole country were arrayed in the national per capita income decile. These are subsequently grouped into tens, with the lowest comprising the first per capita income decile. Regional Per Capita Income Decile Regional Per Capita Income Decile Regional Per Capita Income Decile Regional Per Capita Income Decile Regional Per Capita Income Decile 1 1st Decile 2 2nd Decile 3 3rd Decile 4 4th Decile 5 5th Decile 6 6th Decile 7 7th Decile 8 8th Decile 9 9th Decile 10 10th Decile The per capita income of families for the whole country were arrayed in the regional per capita income decile in a given region. These are subsequently grouped into tens, with the lowest comprising the first per capita income decile. Major Source of Income Major Source of Income Major Source of Income Major Source of Income Major Source of Income 1 Wage/Salaries 2 Enterpreneurial Activities 3 Other sources of Income This refers to the source from which most of the income of the family is obtained. If the family has more than one source of income, the main source that would be considered is the source where the bulk of income is derived. Minor Source of Income Minor Source of Income Minor Source of Income Minor Source of Income Minor Source of Income 1 Wage/Salary from Agri. Actvity 2 Wage/Salary from Non-Agri. Activity 3 Crop Farming and Gardening 4 Livestock and Poultry Raising 5 Fishing 6 Forestry and Hunting 7 Wholesale and Retail 8 Manufacturing 9 Community, etc. services 10 Transport and Communication 11 Mining 12 Construction 13 Entrep. Activity N.E.C. 14 Net Share of Crops and others 15 Assistance from Abroad 16 Assistance from Domestic Source 17 Rental of Lands and other Properties 18 Interests from Banks / loans 19 Pensions and retirements benefits 20 Dividend from Investments 21 Other Income 22 Received as Gifts 23 Income from family sustenance activities 24 Rental value of owner-occupied dwelling unit for income Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Cereals and Cereal Preparations (In Cash) Cereals and Cereal Preparations (In Cash) Cereals and Cereal Preparations (In Cash) Cereals and Cereal Preparations (In Cash) Cereals and Cereal Preparations (In Cash) During the PERIOD SPECIFIED, did you or any member of your family consume cereal and cereal preparations? On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO NEXT PAGE (A1.2) Cereals and Cereal Preparations. Cereal includes any variety of rice,corn, bread, biscuits, flour, native cakes, noodles consumed by the family. Cereal preparation includes oatmeal (plain or flavored), corn starch, lumpia wrapper, ready-mixed cereals and noodles, instant soup which are cereal-based like cream of corn soup, noodle soup, arroz caldo, corn flakes, popcorn, ampaw, and Gerber's food all belong to this category. Cereal-based junk foods like chippy, cheese curls, etc. and roasted rice bought and drank as coffee is also included here Roots and Tubers (In Cash) Roots and Tubers (In Cash) Roots and Tubers (In Cash) Roots and Tubers (In Cash) Roots and Tubers (In Cash) During the PERIOD SPECIFIED, did you or any member of your family consume roots and tubers and their preparations? On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO NEXT PAGE (A1.3) Roots and Tubers include all derived foods from roots and tubers consumed by the family such as potato chips, cassava cake and other root and tuber preparations. Fruits and Vegetables (In Cash) Fruits and Vegetables (In Cash) Fruits and Vegetables (In Cash) Fruits and Vegetables (In Cash) Fruits and Vegetables (In Cash) During the PERIOD SPECIFIED, did you or any member of your family consume fruits and vegetables? On the AVERAGE, how much is your WEEKLY consumption of the following? If NO, GO TO NEXT PAGE (A1.4) Fruits and Vegetables. Fresh Fruits any fresh or unprocessed fruit consumed by the family such as banana, papaya, pineapple, mango, melon, avocado, durian, mangosteen, citrus fruits such as calamansi, dalandan, orange, santol, tamarind, etc. Fresh Vegetables unprocessed vegetables consumed by the family. Leafy vegetables- - Examples are pechay. gabi leaves, kangkong, cabbage, malunggay, ampalaya leaves, etc.. Fruit vegetables - Covers fruit-bearing vegetable crops such as upo, ampalaya, chayote, cucumber, eggplant, tomato, squash, etc. Green/Dry Beans and Other Legumes - Baguio beans/ habichuelas, mongo, sigarillas, string beans, togue, etc. Other Vegetables - Includes carrots, onions, and other such as katuray, radish, broccoli, banana blossom, cauliflower and other flowers used or eaten as vegetables. Meat and Meat Preparations (In Cash) Meat and Meat Preparations (In Cash) Meat and Meat Preparations (In Cash) Meat and Meat Preparations (In Cash) Meat and Meat Preparations (In Cash) During the PERIOD SPECIFIED, did you or any member of your family consume fresh meat and meat preparations? On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO NEXT PAGE (A1.5) Meat includes fresh meat like chicken, beef, pork and other fresh meat like carabeef, goat's meat and others consumed by the family. Meat Preparations covers consumption of processed meat whether canned or uncanned. Dairy Products and Eggs ( In Cash) Dairy Products and Eggs ( In Cash) Dairy Products and Eggs ( In Cash) Dairy Products and Eggs ( In Cash) Dairy Products and Eggs ( In Cash) During the PERIOD SPECIFIED, did you or any member of your family consume dairy products and eggs? On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO NEXT PAGE (A1.6) This includes condensed, evaporated powdered and fresh milk. It also includes ice cream, and other dairy products like butter, cheese and others. Eggs includes eggs of chicken, ducks/geese, quail and other bird's eggs. Also included are turtle's eggs, etc., which are consumed by the family. Processed - Specific examples are pickled eggs, salted eggs (pulang itlog) and preserved eggs such as "balut", "penoy", etc.. Fish and Marine Products (In Cash) Fish and Marine Products (In Cash) Fish and Marine Products (In Cash) Fish and Marine Products (In Cash) Fish and Marine Products (In Cash) During the PERIOD SPECIFIED, did you or any member of your family consume fish and products? On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO NEXT PAGE (A1.7) Fish covers the family's average weekly consumption of fish (all kinds), shells, crabs, shrimps, lobsters, oysters, shellfish, squid, snails, sea-weeds and other unprocessed marine products and processed fish whether canned dried/smoked and salted. Marine Products includes canned and uncanned processed marine products such as processed sea cucumbers, "binagoong na shell", "sisi", crab's meat, canned squid, "burong talangka", gulaman bars, agar-agar bars, etc. Coffee, Cocoa and Tea (In Cash) Coffee, Cocoa and Tea (In Cash) Coffee, Cocoa and Tea (In Cash) Coffee, Cocoa and Tea (In Cash) Coffee, Cocoa and Tea (In Cash) During the PERIOD SPECIFIED, did you or any member of your family consume any coffee cocoa and tea? On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO NEXT PAGE (A1.8) Coffee - refers to the different commercial instant coffee brands sold in the market as well as the processed beans which have been roasted and ground. Non- Alcoholic Beverages (In Cash) Non- Alcoholic Beverages (In Cash) Non- Alcoholic Beverages (In Cash) Non- Alcoholic Beverages (In Cash) Non- Alcoholic Beverages (In Cash) During the PERIOD SPECIFIED, did you or any member of your family consume any non-alcoholic beverages such as carbonated drinks, fruit juices, non-carbonated drinks and others? NO, GO TO NEXT PAGE (A1.9) Non alcoholic Beverages includes Soft Drinks all colas as well as commercially manufactured sarsaparillas and root beers, whether in cans, in bottles or in tetra packs. Fruit Juices and Non-carbonated Drink - This includes powdered juice mixes and concentrates and "ready-to-drink" fruit juices and chocolate drinks (e.g., Magnolia Chocolait, Alaska Choco Drink, Zesto orange, etc)including powdered juice mixes and concentrate (in cans, bottles or tetra packs). Also included are ginger ale, ginger tea, salabat powder and lime juices. Others - This includes ice candy, ice buko, ice sherbet and ice drop, "gulaman" and "sago" as beverage, etc.. Food Not Elsewhere Classified (in Cash) Food Not Elsewhere Classified (in Cash) Food Not Elsewhere Classified (in Cash) Food Not Elsewhere Classified (in Cash) Food Not Elsewhere Classified (in Cash) During the PERIOD SPECIFIED, did you or any member of your family consume food not elsewhere classified such as sugar and sugar products, cooking oil, margarine, sauces, salt, other spices and seasoning, prepared meals bought outside and eaten at home, and others? On the AVERAGE, how much is your WEEKLY consumption of the following? NO, GO TO NEXT PAGE (A2) ood Not Elsewhere Classified - This group includes sugar, like muscovado, molasses, and panocha, Sugar Products like chocolate, candies, Cooking Oil whether vegetable or animal oil, Margarine, Sauces, Salt, Other Spices and Seasonings. Food Regularly Consumed Outside the Home (in Cash) Food Regularly Consumed Outside the Home (in Cash) Food Regularly Consumed Outside the Home (in Cash) Food Regularly Consumed Outside the Home (in Cash) Food Regularly Consumed Outside the Home (in Cash) During the PERIOD SPECIFIED, did you or any member of your family regularly consume any food outside the home excluding home-prepared foods? b. On the AVERAGE, how much is your WEEKLY consumption of the following? c. How many family members are regularly eating outside the home? NO, GO TO NEXT PAGE (A3) This includes food regularly bought and eaten by family members outside the home like snacks, merienda, lunch, etc. The daily allowance of school children for their sandwitches, soft drinks, etc. at school is also covered in this category. Food Received as Gifts Food Received as Gifts Food Received as Gifts Food Received as Gifts Food Received as Gifts During the PERIOD SPECIFIED, did you or any member of your family consume any food items, alcoholic beverages or tobacco which were received as gifts? NO, GO TO PAGE 20 (B1) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Filler (not used) Agicultural Indicator Agicultural Indicator Agicultural Indicator Agicultural Indicator Agicultural Indicator 1 Agricultural Household 2 Non-agricultural Household A household is considered as agricultural if total income earned from agricultural activities is greater than or equal to income earned from non-agricultural activities. Crop and Farming Income Indicator Crop and Farming Income Indicator Crop and Farming Income Indicator Crop and Farming Income Indicator Crop and Farming Income Indicator Profit 1 Loss Livestock and Poultry Income Indicator Livestock and Poultry Income Indicator Livestock and Poultry Income Indicator Livestock and Poultry Income Indicator Livestock and Poultry Income Indicator Profit 1 Loss Fishing Income Indicator Fishing Income Indicator Fishing Income Indicator Fishing Income Indicator Fishing Income Indicator Profit 1 Loss Forestry and Hunting Income Indicator Forestry and Hunting Income Indicator Forestry and Hunting Income Indicator Forestry and Hunting Income Indicator Forestry and Hunting Income Indicator Profit 1 Loss Wholesale and Retail Income Indicator Wholesale and Retail Income Indicator Wholesale and Retail Income Indicator Wholesale and Retail Income Indicator Wholesale and Retail Income Indicator Profit 1 Loss Manufacturing income Indicator Manufacturing income Indicator Manufacturing income Indicator Manufacturing income Indicator Manufacturing income Indicator Profit 1 Loss Comm. Social Services Income Indicator Comm. Social Services Income Indicator Comm. Social Services Income Indicator Comm. Social Services Income Indicator Comm. Social Services Income Indicator Profit 1 Loss Transportation Income Indicator Transportation Income Indicator Transportation Income Indicator Transportation Income Indicator Transportation Income Indicator Profit 1 Loss Mining Income Indicator Mining Income Indicator Mining Income Indicator Mining Income Indicator Mining Income Indicator Profit 1 Loss Construction Income Indicator Construction Income Indicator Construction Income Indicator Construction Income Indicator Construction Income Indicator Profit 1 Loss Activities Not Elsewhere Classified Income Indicator Activities Not Elsewhere Classified Income Indicator Activities Not Elsewhere Classified Income Indicator Activities Not Elsewhere Classified Income Indicator Activities Not Elsewhere Classified Income Indicator Profit 1 Loss Filler (office use only) Filler (office use only) Filler (office use only) Filler (office use only) Filler (office use only) Household Head Sex (2nd visit only) Household Head Sex (2nd visit only) Household Head Sex (2nd visit only) Household Head Sex (2nd visit only) Household Head Sex (2nd visit only) TRANCRIBE FROM ISH FORM 2 EXCEPT ITEMS (f), 1(h AND (2) There is a notation in the questionnaire that states “ EXCEPT ITEMS 1(f), 1(h) and (2)”. The occupation, item 1(f), and class of worker, item 1(h), of the family head during the “past quarter” should be asked from the respondent since these sets of information are not available in ISH Form 2. Item 2 on the other hand, can be derived from ISH Form 2. The information is necessary to guide you as to who are the members of the family to be included in the FIES. 1 Male 2 Female Household Head Age (2nd visit only) Household Head Age (2nd visit only) Household Head Age (2nd visit only) Household Head Age (2nd visit only) Household Head Age (2nd visit only) TRANCRIBE FROM ISH FORM 2 EXCEPT ITEMS (f), 1(h AND (2) TRANSCRIBE FROM ISH FORM 2 Household Head Marital Status (2nd visit only) Household Head Marital Status (2nd visit only) Household Head Marital Status (2nd visit only) Household Head Marital Status (2nd visit only) Household Head Marital Status (2nd visit only) TRANCRIBE FROM ISH FORM 2 EXCEPT ITEMS (f), 1(h AND (2) TRANSCRIBE FROM ISH FORM 2 1 Single 2 Married 3 Widowed 4 Divorced/Separated 5 Unknown Household Head Highest Grade Completed (2nd visit only) Household Head Highest Grade Completed (2nd visit only) Household Head Highest Grade Completed (2nd visit only) Household Head Highest Grade Completed (2nd visit only) Household Head Highest Grade Completed (2nd visit only) TRANCRIBE FROM ISH FORM 2 EXCEPT ITEMS (f), 1(h AND (2) TRANSCRIBE FROM ISH FORM 2 No Grade Completed 1 Elementary Undergraduate 2 Elementary Graduate 3 High School Undergraduate 4 High School Graduate 5 College Undergraduate 60 Bachelor of Arts/Science in General Programs 61 B.A./B.S. in Programs in Eduaction Science and Teacher Train 62 B.A./B.S. in Humanities Programs/Religion and Theology Progr 63 B.A./B.S. in Social and Behavioral Science Prog/Bus. Ad & Re 64 B.S. in Natural Science Programs/Mathematics and Computer Sc 65 B.S. in Med. Incl. Doc. of Med., Dental Med., Opto./Trade, C 66 B.S. in Agric'l, Forestry, and Fisheries Prog. Including Doc 67 B.S. in Service Trades Programs 68 B.A. in Mass Comm. & Doc./Other Prog. of Educ. at 3rd Level, 70 Post Grad, M.A/M.S./PhD in General Programs 71 Post Grad, Prof. Dip./Cert./Masteral/PhD. in Educ. Sci. & Te 72 Post Grad, Diploma/Masteral/Doctorate in Humanities Prog./Re 73 Post Grad, Prof. Dip./Cert./Masteral./Doct. in Social & Beha 74 Post Grad, Cert./Dip./M.S./PhD. in Natural Science/Math & Co 75 Post Grad, Dip./M.S./PhD. in Med. & Allied Prog./Eng'g Prog. 76 Post Grad, Dip./M.S./PhD. IN Agricl, Forestry, & Fish. Prog 78 Post Grad, Dip./M.A./PhD. in Mass Comm. & Doc./Educ Prog at Household Head Job or Business Indicator (2nd visit only) Household Head Job or Business Indicator (2nd visit only) Household Head Job or Business Indicator (2nd visit only) Household Head Job or Business Indicator (2nd visit only) Household Head Job or Business Indicator (2nd visit only) TRANCRIBE FROM ISH FORM 2 EXCEPT ITEMS (f), 1(h AND (2) Copy the information as written in ISH Form 2. 1 With Job/Business 2 No Job/Business Household Head Occupation (2nd visit only) Household Head Occupation (2nd visit only) Household Head Occupation (2nd visit only) Household Head Occupation (2nd visit only) Household Head Occupation (2nd visit only) Particulars about the head of the family Inquire from the respondent the primary occupation of the family head during the past six months? 1 Armed Forces 2 Non-Gainful Occupations 9 Other Occupations Not Classifiable 11 Officials of Gov't and Special Interest Organizations 12 Corporate Executives and Specialized Managers 13 General Managers or Managing-Proprietors 14 Supervisors 21 Physical, mathematical and Engineering Science Professionals 22 Life Science and health Professionals 23 Teaching professionals 24 Other professionals 31 Physical Science and Engineering Associate Professionals 32 Life Science and health Associate Professionals 33 Teaching Associate Professionals 34 Related Associate Professionals 41 Office Clerks 42 Customer Services Clerks 51 Personal and Protective Services Workers 52 Models, Salespersons and Demonstrators 61 Farmers and Other Plant Growers 62 Animal Producers 63 Forestry and Related Workers 64 Fishermen 65 Hunters and Trappers 71 Mining, Construction and Related Trades Workers 72 Metal, Machinery and Related Trades Workers 73 Precision, Handicraft, Printing and related Trades Workers 74 Other Craft and related Trades Workers 81 Stationary Plant and Related Operators 82 Machine Operators and Assemblers 83 Drivers and Mobile-Plant Operators 91 Sales and Services elementary Occupations 92 Agricultural, Foerstyr, Fishery and Related Laborers 93 Laborers in Mining, Construction, Manufacturing and Transpor Occupation refers to the type of work, trade or profession performed by the individual during the reference period such as palay farmer, typist, physician, beauticians, etc. If he is not at work, occupation refers to the kind of work he was doing or will be doing if merely waiting for a new job to begin within two weeks from the date of interview. A person operating his own farm should be reported as farmer-owner while the person hired to manage or oversee a farm is a farm manager or farm overseer. Paid laborers or unpaid family workers assisting in the farm operation are considered farm workers. Primary occupation is any gainful activity of a person which is a permanent and full time job, lasting for one (1) year or longer or had lasted or expected to last for one year or longer, regardless of whether he was at work or not during the reference period. Household Head Kind of Business/Industry (2nd visit only) Household Head Kind of Business/Industry (2nd visit only) Household Head Kind of Business/Industry (2nd visit only) Household Head Kind of Business/Industry (2nd visit only) Household Head Kind of Business/Industry (2nd visit only) Particulars about the head of the family Politely ask the respondent to give you a description of the nature of work or the kind of business/es or industry/ies the family member is engaged in such as palay farmer, fishing, sari-sari store, shoe factory, school, etc. 1 Growing of Crops 2 Farming of Animals 3 Agricultural and Animal Husbandry Service Act. Except Veteri 4 Hunting, Trapping and Game Propagation 5 Forestry, Logging and Related Service Activities 6 Fishing 10 Metallic Ore Mining 11 Non-Metallic Mining and Quarrying 15 Manufacture of Food Products and Beverages 16 Manufacture of Tobacco Products 17 Manufacture of Textiles 18 Manufacture of Wearing Apparel 19 Tanning and Dressing of Leather; Manufacture of Luggage, Han 20 Manufacture of Wood; Wood Products and Cork except Furniture 21 Manufacture of Paper and Paper Products 22 Publishing, Printing and Reproduction of Recorded Media 23 Manufacture of Coke, Refined Petroleum and Other Fuel produc 24 Manufacture of Chemicals and Chemical Products 25 Manufacture of Rubber and Plastic Products 26 Manufacture of Other Non-Metallic Mineral Products 27 Manufacture of Basic Metals 28 Manufacture of Fabricated Metal Products except Machinery an 29 Manufacture of Machinery and Equipment, NEC 30 Manufacture of Office, Accounting and Computing machinery 31 Manufacture of Electrical Machinery and Apparatus, NEC 32 Manufacture of Radio, Television and Communication Equipment 33 Manufacture of Medical, Precision and Optical Instruments, W 34 Manufacture of Motor Vehicles, Trailers and Semi-Trailers 35 Manufacture of Other Transport Equipment 36 Manufacture and Repair of Furniture 37 Recycling 39 Manufacture, NEC 40 Electricity, Gas and Hot Water Supply 41 Collection, Purification and Distribution of Water 45 Construction 50 Sale, Maintenance and Repair of Motor Vehicles and Motorcycl 51 Wholesale Trade and Commission Trade, except Motor Vehicles 52 Retail Trade, except Motor Vehicles 55 Hotels and Restaurants 60 Land Transport; Transport Via Pipelines 61 Water Transport 62 Air Transport 63 Supporting and auxiliary Transport Activities 64 Postal and Telecommunications Services 65 Banking Institutions 66 Non-Bank Financial Intermediation 67 Insurance and Pension Funding, Except Compulsory Social Secu 68 Activities Auxiliary to Financial Intermediation 70 Real Estate Activities 71 Renting of Machinery and Equipment Without Operator; Persona 72 Computer and Related Activities 73 Research and Development 74 Miscellaneous Business Activities 75 Public Administration and Defense; Compulsory Social Securit 80 Public Education Services 81 Private Education Services 85 Health and Social Work 90 Sewage and Refuse Disposal, Sanitation and Similar Activitie 91 Activities of Membesrship Organizations, NEC 92 Recreational, Cultural and Sporting Activities 93 Other Service Activities 95 Private Households with Employed Persons 99 Extra-Territorial Organizations and Bodies The primary occupation reported should be classified according to the kind of business or industry Household Head Class of Worker (2nd visit only) Household Head Class of Worker (2nd visit only) Household Head Class of Worker (2nd visit only) Household Head Class of Worker (2nd visit only) Household Head Class of Worker (2nd visit only) Ascertain the class of worker of the family head Worked for private household 1 Worked for private establishment 2 Worked for government/government corporation 3 Self-employed wihout any employee 4 Employer in own family-operated farm or business 5 Worked with pay in own family-operated farm or business 6 Worked without pay in own family-operated farm or business Class of worker refers to the relationship of the worker to the establishment in which he works. In some countries “Industrial Status” is used Type of Household (2nd visit only) Type of Household (2nd visit only) Type of Household (2nd visit only) Type of Household (2nd visit only) Type of Household (2nd visit only) Type of Household -The household can be classified by referring to the relationship to head (Col. 3 in ISH Form 2) of the members. Single family - refers to a family whose household members are related by blood with the household head and with codes 1 to 3 in Col.3 of ISH Form 2, provided that the marital status of those with code 3 is single. The presence of a boarder and a domestic helper with a code of 9 is still acceptable under this type. A single family also referred to as a nuclear family consists of parents with unmarried children or presence of a father or mother with unmarried children. A single person household is also considered as a single family in this survey. For purposes of this survey, a single family also includes unmarried sisters and brothers who are living together as one household. 1Extended family - refers to a household composed of a nuclear family as defined above together with relatives having the codes of 4 to 7 in Col. 3 of ISH Form 2. It also consists of parents with married children or presence of a father or mother with married children. The presence of a boarder and domestic helper in addition to Codes 1 to 7 will not change the household type. Other combinations are grandparents with grandchildren, uncle/ aunt with nephews/nieces, etc. 2Two or More Non-related Families/Persons - refer to a household with two or more families or two or more persons not related to each other by blood, marriage or adoption. As discussed in Chapter II, only the family of the head of the household will be the concern of the FIES in cases of two or more families which are not related. For non-related persons, only the head is considered to be included in this survey. However, to identify the extent of occurrences of this type of household, Code 3 should be used. If there are two or more non-related families living together, most of the members of the household will have a code of either 8, 9 or 0 in relationship to head depending upon the living arrangements with the main family (family of household head). 1 Single Family 2 Extended Family 3 Two or More Nonrelated Persons/Members The household can be classified by referring to the relationship to head of the members. Total Number of Family members (2nd visit only) Total Number of Family members (2nd visit only) Total Number of Family members (2nd visit only) Total Number of Family members (2nd visit only) Total Number of Family members (2nd visit only) Total number of family members enumerated Total Number of Family Members Enumerated - refer to Col. 3 again of ISH Form 2 and examine the relationship to head. Count the household members with codes 1 to 7 but excluding the overseas contract workers, that is those with entry of “1” in Col. 8 of ISH Form 2. The total count of these members of the household with codes of 1 to 7 in Col.3 except the overseas contract worker is the total number of family members. Enter this total in sub-item b. Members with age less than 1 year old (2nd visit only) Members with age less than 1 year old (2nd visit only) Members with age less than 1 year old (2nd visit only) Members with age less than 1 year old (2nd visit only) Members with age less than 1 year old (2nd visit only) Total number of family members enumerated The count of the family members by age group is required in item b (i) to b (v). Refer to Col. 5 of ISH Form 2. Start by counting the number of family members who are 25 years old and over. Enter this number in b(v). Put a checkmark lightly on the left margin of ISH Form 2 for those who had been counted in order to facilitate counting for succeeding age groups. Then count the next lower age group until all the family members are accounted for. The details (i to v) should equal the total entered in sub-item b. Members with age 1 - 6 years old (2nd visit only) Members with age 1 - 6 years old (2nd visit only) Members with age 1 - 6 years old (2nd visit only) Members with age 1 - 6 years old (2nd visit only) Members with age 1 - 6 years old (2nd visit only) Total number of family members enumerated Refer to Col. 5 of ISH Form 2. Members with age 7 - 14 years old (2nd visit only) Members with age 7 - 14 years old (2nd visit only) Members with age 7 - 14 years old (2nd visit only) Members with age 7 - 14 years old (2nd visit only) Members with age 7 - 14 years old (2nd visit only) Total number of family members enumerated Refer to Col. 5 of ISH Form 2. Members with age 15 - 24 years old (2nd visit only) Members with age 15 - 24 years old (2nd visit only) Members with age 15 - 24 years old (2nd visit only) Members with age 15 - 24 years old (2nd visit only) Members with age 15 - 24 years old (2nd visit only) Total number of family members enumerated Refer to Col. 5 of ISH Form 2. members with age 25 years old and over (2nd visit only) members with age 25 years old and over (2nd visit only) members with age 25 years old and over (2nd visit only) members with age 25 years old and over (2nd visit only) members with age 25 years old and over (2nd visit only) Total number of family members enumerated Refer to Col. 5 of ISH Form 2. Total numbers of non-relatives (2nd visit only) Total numbers of non-relatives (2nd visit only) Total numbers of non-relatives (2nd visit only) Total numbers of non-relatives (2nd visit only) Total numbers of non-relatives (2nd visit only) Number of boarders, domestic helpers and non-relatives enumerated Refer to a household with two or more families or two or more persons not related to each other by blood, marriage or adoption. Total number of family members employed with pay (2nd visit only) Total number of family members employed with pay (2nd visit only) Total number of family members employed with pay (2nd visit only) Total number of family members employed with pay (2nd visit only) Total number of family members employed with pay (2nd visit only) Count the number of family members including the head with a “Yes” answer in Col. 27 - “Did ____ work at all or had a job/business during the past quarter?” However, inquire further as to the class of worker of each of the family members during the past quarter and subtract from the count the unpaid family workers since they are not included under this sub-item. Wife Employment Indicator (2nd visit only) Wife Employment Indicator (2nd visit only) Wife Employment Indicator (2nd visit only) Wife Employment Indicator (2nd visit only) Wife Employment Indicator (2nd visit only) Refer to Col. 27 of ISH Form 2 to determine if the wife of the family head was employed for pay or for profit last quarter. Enter 1 for “Yes” if the class of worker of the wife during the past quarter is not an unpaid family worker. However, if she is an unpaid family worker or entry in Col. 27 is “No”, enter 2 in this item for a “No” answer. Enter “3”, which refers to “Not Applicable”, if the family head is single, widowed or divorced/separated or the wife is not a member of the household or if she is the household head. Determine if the spouse of the family head was employed for pay or for profit for the past six months. Filler Filler Filler Filler Filler House Rental value (annual) House Rental value (annual) House Rental value (annual) House Rental value (annual) House Rental value (annual) House and Lot rent/value or Lot Rent (annual) House and Lot rent/value or Lot Rent (annual) House and Lot rent/value or Lot Rent (annual) House and Lot rent/value or Lot Rent (annual) House and Lot rent/value or Lot Rent (annual) Filler Filler Filler Filler Filler Other Housing Unit Rental value (annual) Other Housing Unit Rental value (annual) Other Housing Unit Rental value (annual) Other Housing Unit Rental value (annual) Other Housing Unit Rental value (annual) Filler Filler Filler Filler Filler