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pdfConsumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
H_HHROS
H_HHROS
RESP LN NAME
H_PURPOSE
H_PURPOSE
1. Enter 1 to Continue
FREQUENTLY ASKED QUESTIONS
H_PURPOSE1
1. What is this survey all about?
2. Who uses this information? What good is it?
3. How is the data collected?
How many times will I be interviewed?
4. I hesitate to tell some things about myself, what protection do I have?
5. Is this survey authorized by law?
6. Proceed with the interview
WHAT IS THIS SURVEY ALL ABOUT?
H_PURPOSE1
Skip Instructions
MEMBER
RELATIONSHIP
CU SEX AGE
<1> [return to interview]
<1>
<2>
<3>
<4>
<5>
<6>
[goto H_PURPOSE1]
[goto H_PURPOSE2]
[goto H_PURPOSE3]
[goto H_PURPOSE4]
[goto H_PURPOSE5]
[return to interivew]
<1> [return to interview]
The Consumer Expenditure Survey collects information from the Nation's households and families
on their buying habits (expenditures), income, and characteristics. The strength of the survey is that it allows
data users to relate the expenditure and income of consumers to the characteristics of those
consumers.
H_PURPOSE2
H_PURPOSE2
1. Enter 1 to Continue
WHO USES THIS INFORMATION? WHAT GOOD IS IT?
<1> [return to interview]
Data from the Consumer Expenditure Survey are used in a number of different ways by a variety of users. An
important use of the survey by the Bureau of Labor Statistics is for the periodic revisions of the Consumer
Price Index (CPI). Survey results are used to select new market basket of goods and
services for the CPI, to determine the relative importance of CPI components and to derive new cost weights
for the market basket.Government and private agencies use the data to study the welfare of particular
segments of the population. Economic policymakers use the data to study the impact of policy changes in
the welfare of different socioeconomic groups. Researchers use the data in a variety of studies, including
those that focus on the spending behavior of different family types and historical spending trends.
H_PURPOSE3
H_PURPOSE3
1. Enter 1 to Continue
HOW IS THE DATA COLLECTED?
HOW MANY TIMES WILL I BE INTERVIEWED?
<1> [return to interview]
Data collection is carried out by the Bureau of the Census. In the Interview Survey, each consumer unit is
Page 1 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
interviewed every 3 months over 5 calendar quarters. In the initial interview, information is collected on
demographic and family characteristics and on the inventory of major durable goods
of the consumer unit. Expenditure information is collected in the second through fifth interview using
uniform questionnaires. In the fifth interview, a supplement
is used to account for changes in assets and liabilities.
H_PURPOSE4
H_PURPOSE4
1. Enter 1 to Continue
I HESITATE TO TELL SOME THINGS ABOUT MYSELF.
WHAT PROTECTION DO I HAVE?
<1> [return to interview]
The information that respondents provide is used solely for statistical purposes.
All Census Bureau data collectors take an oath of confidentiality and are subject
to fines and imprisonment for improperly disclosing information provided by
respondents. Names and addresses are removed from all forms and that information
is not released as part of any statistical data.
H_PURPOSE5
H_PURPOSE5
1. Enter 1 to Continue
IS THIS SURVEY AUTHORIZED BY LAW?
<1> [return to interview]
The Bureau of Labor Statistics conducts the Consumer Expenditure Survey under the authority of
Title 29 of the U.S. Code. Congress authorizes the financial support for the CE survey through
Public Laws 94-439 and 95-205.The Bureau of the Census collects the CE data under the authority of Title 13,
U.S. Code, Section 8b, which allows the Census Bureau to undertake surveys for other government
agencies. Participation in the survey is voluntary. Under Title 13, the Census Bureau holds all information in
strict confidence. We will not release information reported in the survey which would permit the
identification of a household or any of its members to anyone outside of the Census Bureau.
H_CHGRESP
H_CHGRESP
1. Enter 1 to Continue
Ask if necessary:
<1-30, 95>
[Return to interview]
With whom am I speaking?
Enter line number
1. ^NAME[1]
2. ^NAME[2]
3. ^NAME[3]
Page 2 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
4. ^NAME[4]
5. ^NAME[5]
6. ^NAME[6]
7. ^NAME[7]
8. ^NAME[8]
9. ^NAME[9]
10. ^NAME[10]
11. ^NAME[11]
12. ^NAME[12]
13. ^NAME[13]
14. ^NAME[14]
15. ^NAME[15]
16. ^NAME[16]
17. ^NAME[17]
18. ^NAME[18]
19. ^NAME[19]
20. ^NAME[20]
21. ^NAME[21]
22. ^NAME[22]
23. ^NAME[23]
24. ^NAME[24]
25. ^NAME[25]
26. ^NAME[26]
27. ^NAME[27]
28. ^NAME[28]
29. ^NAME[29]
30. ^NAME[30]
H_STATUS
H_STATUS
(return to interview)
STATUS OF INTERIVEW (X = Section Complete)
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
H_KEYS
H_KEYS
Survey Info . . . . . . . . (blank/X)
13. Insurance . . . . . . . . . . . . . . (blank/X)
Rental Liv Quarters (blank/X)
14. Hospital/Health Insurance
(blank/X)
Owned Liv Quarters (blank/X)
15. Medical/Health expenditures (blank/X)
Utility & Fuel . . . . .
(blank/X)
16. Education expenses . . . . . . . (blank/X)
Construct Repairs . . (blank/X)
17. Subscriptions . . . . . . . . . . . . (blank/X)
Appliances . . . . . . . (blank/X)
18. Trips & Vacations . . . . . . . . . (blank/X)
HH equipment . . . . . (blank/X)
19. Misc. Expenses . . . . . . . . . . . (blank/X)
Home furnish . . . . . . (blank/X)
20. Expense patterns . . . . . . . . . . (blank/X)
Cothing & Sewing . . (blank/X)
21. Credit Liability . . . . . . . . . . . . .(blank/X)
Rented & Leased Vehicles . (blank/X) 22. Work experience . . . . . . . . . (blank/X)
Owned Vehicles . . . (blank/X)
Vehicle Expenses . . (blank/X)
Function Keys Description:
[Return to interview]
Page 3 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
H_LQDATA
Variable Name
H_LQDATA
Question Text
Skip Instructions
F1
Question Help
F2
(Unassigned)
F3
(Unassigned)
F4
Jump Menu
F5
Show Status
F6
(Unassigned)
F7
Item Notes/Remarks
F8
Return
F9
Skip to next person/Sec
(Currently Unavailable)
F10
Exit
F11
Calculator
F12
Repeat
Shift-F1
Show HH
Shift-F2
FAQ
Shift-F3
(Unassigned)
Shift-F4
(Unassigned)
Shift-F5
Language
Shift-F6
(Unassigned)
Shift-F7
Show Notes/Remarks
Shift-F8
Show Prechart
Shift-F9
Change Respondent
Shift-F10
Show Function Keys
Shift-F11
Show Standard Abbr.
(Currently Unavailable)
Shift-F12
(Unassigned)
Ctrl-D
Don't Know
Ctrl-F3
Show Question Text
Ctrl-E
Blaise Report Error
(Currently Unavailable)
Ctrl-F
Search Tag
Ctrl-F7
Case Level Notes
Ctrl-H
Info
Ctrl-K
Show Function Keys
Ctrl-M
Show DK & Refused
Ctrl-R
Refused
Global Prechart for case (CASEID)
[Return to interview]
Section (X) -
FRONT
START
START
(Part X) - (Description)
CENSUS CATI/CAPI SYSTEM
<1>
[IF INTNMBR = 1 got GENINTRO]
[ELSE goto SHOSTAT]
<2> [goto GENINTRO]
CONSUMER EXPENDITURE SURVEYS
QUARTERLY INTERVIEW SURVEY
DATE: ^Intdate
TIME: ^Inttime
INTERVIEW NUMBER: ^INTNMBR
CASE STATUS IS: (case status)
(THIS HOUSEHOLD IS A CONFIRMED REFUSAL/
)
<3> [IF OUTCOME = 200, 0 (zero), or 202 goto
CK1_START]
[ELSEIF OUTCOME = 201 goto CK3_START]
[ELSE goto TRANS, in the back]
<4> [goto VERIFY_INFO, in the back]
Page 4 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
(Press END to move to the next unanswered item/ )
SHOSTAT
SHOSTAT
<5> [IF LSTOUT = 204 or 203 then goto CK2_START]
[ELSEIF OUTCOME = 201 goto CK3_START]
[ELSE goto NONTYP (in the coverage section)]
1. Continue
2. Skip notes
3. Ready to transmit
4. Quit
5. Non-interview
(This household was not in sample last quarter. / )
INTERVIEW NUMBER
(1 / )
(2 / )
(3 / )
(4 / )
<1> [IF ROSTERNAMEONINPUT = Yes goto SHOWROS]
[ELSE goto SHOW_NOTES]
PREVIOUS OUTCOME DESCRIPTION
(1st month outcome #)
(outcode description)
(2nd month outcome # )
(Outcome description)
(3rd month outcome # )
(Outcome description)
(4th month outcome # )
(Outcome description)
( BC NAME: (name) / )
(BC TITLE: (title) / )
^BC_Phon_Fill
(BC ADDRESS: (Street address) / )
^BC_Add2_Fill
(BC CITY: (city) / ), (BC STATE: (State) / )
(BC OBSERVATION: (Yes/No) / )
(BC ZIP CODE: (zipcode) / )
1. Enter 1 to Continue
SHOWROS
SHOWROS
<1>
[goto SHOW_NOTES]
<1>
[goto GENINTRO]
STATUS OF HOUSEHOLD COMPOSITION
Resp. LN
(X / ) (Line #)
SHOW_NOTES
SHOW_NOTES
Name
^Name
Member Relationship CU
(Yes/No)
(Relationship)
Sex Age
^Cu (1/2) (Age)
1. Enter 1 to Continue
INFORMATION FROM PREVIOUS QUARTERS INTERVIEW
PRECHARTS: Press Shift-F8 to view pre-charts
BEST TIME TO CALL: ^Besttime1
(best time specify)
SUNDAY INTERVIEW: (No Sunday Interview/Sunday interview okay)
Language Spoken Last Quarter: (English/Spanish/(specify) )
Page 5 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
Use CNTRL-F7 to view case level notes
FRONT
GENINTRO
GENINTRO
1. Enter 1 to Continue
Do not read as worded below
o Identify yourself - show I.D.
o (Ask to speak to: (name) / Ask for eligible respondent)
If unavailable use Shift-F1 for HH roster.
o (Ask to speak to: (name) / Ask for eligible respondent)2
o Introduce survey (Ask to speak to: (name) / Ask for eligible respondent)3
o The Household address is:
(House #) (House #)suf (Street name)
(Unit Designation)
<1> [goto INTROB]
<2> [goto GIVE_LETTER]
<3> [goto NONTYP (in the coverage section) ]
o Read if necessary
I am (your name) from the U.S. Census Bureau. Here is my identification card.
We are conducting a Consumer Expenditure Survey for the Bureau of Labor Statistics.
I have some questions I would like to ask you.
Did you receive our letter?
FRONT
GIVE_LETTER
GIVE_LETTER
1. Yes
2. No
3. Non-interview
Hand the respondent the letter.
<1> [goto INTROB]
Allow time to read
FRONT
INTROB
INTROB
1. Enter 1 to Continue
Is Respondent ready to complete the interview?
1. Continue
2. Reluctant Respondent
3. Non-interview
<1> [IF INTNMBR = 2-5 AND (NEWCU ne 1) or
(NEWCU = 1 AND ROSTERNAMEONINPUT = 'Yes')] AND
not a replacement case then goto REPLACE_HH ]
[ELSE goto VERADD]
<3> [If MARKTWO = 02 AND MARK is 16 then goto
CK_INTROB]
Page 6 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
4. Other Outcome
5. Wrong address
6. Inconvenient time
FRONT
REPLACE_HH
REPLACE_HH
Is this a Replacement Household?
Skip Instructions
[else goto NONTYP (in the coverage section) ]
<2,4>
<5>
<6>
<1>
<2>
[goto VERIFY_INFO, in the back section]
[goto DONE (In the back section)]
[goto APPTOTH, in the back section]
[goto REPLACE_VER]
[goto VERADD]
1. Yes
2. No
FRONT
REPLACE_VER
REPLACE_VER
A replacement household means that there are no members of the original household living at this
address. Are you sure that this is a replacement household?
<1> [IF RT8500.TOTALCU = 1 goto ONE_CU]
[ELSE goto REPLACE_VER2]
<2> [goto CK_REPLACEVER]
FRONT
REPLACE_VER2
REPLACE_VER2
1. Yes
2. No
Has a replacement case already been created/spawned for this address?
If unsure, back up to the start screen and Quit out of the instrument so you can check
case management.
FRONT
ONE_CU
ONE_CU
1. Yes
2. No
A replacement household Case will be spawned.
You will need to exit this case and pull up the new Case
in order to interview the replacement household.
<1>
[goto DONE]
<2> [IF RT8500.TOTALCU = CU_COUNT then goto
MULTI_CU3]
[ELSE goto MULTI_CU4]
<1>
[goto DONE]
The case you are currently in will automatically become a type C.
FRONT
MULTI_CU3
MULTI_CU3
1. Enter 1 to Continue
A Replacement Household Case will be spawned.
You will need to exit this case and pull up the New Case in order to interview
the replacement household.
<1> [goto DONE]
This case is part of a Multi-CU Address.
The case you are currently in will automatically become a type C,
Page 7 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
But you MUST manually Type C all other Cases. (There are [Fill: RT8500.TOTALCU] cases
that must be Type C'd)
FRONT
MULTI_CU4
MULTI_CU4
1. Enter 1 to Continue
ALL cases are not located on your laptop.
<1>
<2>
[goto MULTI_CU6]
[goto DONE]
1. Continue with replacement
2. Quit without making replacement
FRONT
MULTI_CU6
MULTI_CU6
<1>
[goto DONE]
A Replacement Household Case will be spawned. You will need to exit this case and pull up the New Case in order
to interview the replacement household.
This case is part of a Multi-CU Address.
All the associated Cu's are NOT on your laptop.
The case you are currently in will automatically become a type C, but you MUST manually Type C all other cases.
There are (Total CU's for this address) cases that must be Type C'd, but you only have (Cu # for this address on this
laptop) on your laptop.
You must alert the other FR that he/she needs to Type C the cases.
1. Enter 1 to Continue
FRONT
VERADD
VERADD
(* Confirm address information (Only ask if necessary) )
I have your address listed as
READ ADDRESS BELOW. Is that your exact address?
<1>
[goto MAILAD]
<2>
[goto NADDST1]
<3,R> [goto DONE]
(House #) (House #)SUF (Street Name) (Unit Designation)
(City), (State) (Zipcode)
Phy des: (Physical Description)
GQ unit: (GQ Unit Description)
Non-City: (Non-city address)
Building: (Building Name)
1. Yes, address is EXACTLY CORRECT as listed.
2. Address is MOSTLY CORRECT, needs minor changes.
3. INCORRECT ADDRESS
Page 8 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
FRONT
NADDST1
NADDST1
FRONT
FRONT
FRONT
FRONT
FRONT
NADDST2
NADDST3
NADDST4
NADDST5
NADDST6
NADDST2
Question Text
Enter corrections for House Number or press ENTER for Same/No Change.
(House #) (House #)SUF (Street Name) (Unit Designation)
(City), (State) (Zipcode)
Phy des: (Physical Description)
GQ unit: (GQ Unit Description)
Non-City: (Non-city address)
Building: (Building Name)
Enter corrections for House # Suffix or Press ENTER for Same/No Change
Skip Instructions
<10 Characters, empty>
<3 characters, Empty>
[goto NADDST2]
[goto NADDST3]
NADDST3
(House #) (House #)SUF (Street Name) (Unit Designation)
(City), (State) (Zipcode)
Phy des: (Physical Description)
GQ unit: (GQ Unit Description)
Non-City: (Non-city address)
Building: (Building Name)
Enter corrections for Street Name or Press ENTER for Same/No Change
NADDST4
(House #) (House #)SUF (Street Name) (Unit Designation)
(City), (State) (Zipcode)
Phy des: (Physical Description)
GQ unit: (GQ Unit Description)
Non-City: (Non-city address)
Building: (Building Name)
Enter corrections for Unit Designation or Press ENTER for Same/No Change
NADDST5
(House #) (House #)SUF (Street Name) (Unit Designation)
(City), (State) (Zipcode)
Phy des: (Physical Description)
GQ unit: (GQ Unit Description)
Non-City: (Non-city address)
Building: (Building Name)
Enter corrections for Group Quarters Unit Description or Press ENTER for Same/No Change
<43 characters, empty> [goto NADDST6]
NADDST6
(House #) (House #)SUF (Street Name) (Unit Designation)
(City), (State) (Zipcode)
Phy des: (Physical Description)
GQ unit: (GQ Unit Description)
Non-City: (Non-city address)
Building: (Building Name)
Enter corrections for Non City Style Address or Press ENTER for Same/No Change
<27 characters, empty> [goto NADDPHYS]
<49 Characters, Empty>
[goto NADDST4]
<20 Characters, Empty> [If FRAME = 3 or RT25.GQINFO
= 1 goto NADDST5]
[else goto NADDST6]
Page 9 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
FRONT
FRONT
Tag Name
NADDPHYS
NADDCT
Variable Name
Question Text
NADDPHYS
(House #) (House #)SUF (Street Name) (Unit Designation)
(City), (State) (Zipcode)
Phy des: (Physical Description)
GQ unit: (GQ Unit Description)
Non-City: (Non-city address)
Building: (Building Name)
Enter corrections for Physical Description or Press ENTER for Same/No Change
<99 characters, Empty>
NADDCT
(House #) (House #)SUF (Street Name) (Unit Designation)
(City), (State) (Zipcode)
Phy des: (Physical Description)
GQ unit: (GQ Unit Description)
Non-City: (Non-city address)
Building: (Building Name)
Enter corrections for City or Press ENTER for Same/No Change
<28 Characters> [goto NADDST]
(House #) (House #)SUF (Street Name)
(City), (State) (Zipcode)
Phy des: (Physical Description)
GQ unit: (GQ Unit Description)
Non-City: (Non-city address)
Building: (Building Name)
FRONT
NADDST
Skip Instructions
NADDST
[goto NADDCT]
(Unit Designation)
? [F1]
<2 digit state code, D,R>
[goto NADDZP]
Enter corrections for State or Press ENTER for Same/No Change
FRONT
FRONT
NADDZP
NADDBUIL
NADDZP
(House #) (House #)SUF (Street Name) (Unit Designation)
(City), (State) (Zipcode)
Phy des: (Physical Description)
GQ unit: (GQ Unit Description)
Non-City: (Non-city address)
Building: (Building Name)
Enter corrections for Zipcode or Press ENTER for Same/No Change
NADDBUIL
(House #) (House #)SUF (Street Name) (Unit Designation)
(City), (State) (Zipcode)
Phy des: (Physical Description)
GQ unit: (GQ Unit Description)
Non-City: (Non-city address)
Building: (Building Name)
Enter corrections for Building Name or Press ENTER for Same/No Change
<9 characters> [If entry lt 5 digits then goto CK_NADDZP]
[else goto NADDBUIL]
[goto NADDBUIL]
<60 characters, empty> [goto MAILAD]
Page 10 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
MAILAD
Variable Name
MAILAD
Question Text
Skip Instructions
(House #) (House #)SUF (Street Name) (Unit Designation)
(City), (State) (Zipcode)
Phy des: (Physical Description)
GQ unit: (GQ Unit Description)
Non-City: (Non-city address)
Building: (Building Name)
(Is this also your mailing address?/I have your mailing address as *READ ADDRESS BELOW. Is that
correct?)
<1> [goto PHONENUM]
<2> [goto NMAILST1]
(Mailing address entries / physical address entries)
FRONT
FRONT
FRONT
NMAILST1
NMAILST2
NMAILST3
NMAILST1
1. Yes
2. No
Enter change to Mailing address - House # or Press ENTER for Same/No Change
<10 characters, empty>
[goto NMAILST2]
NMAILST2
Address:
Mailing Address:
(House #) (House #)SUF (Street Name)
(House #) (House #)SUF (Street Name)
(Unit Designation)
(Unit Designation)
(City), (State) (Zipcode)
(City), (State) (Zipcode)
Phys des: (Physical Description)
GQ unit: (GQ Unit Description)
GQ unit:
(GQ Unit Description)
Non-Cty: (Non-city address)
Non-city: (Non City Address)
Building: (Building Name)
Enter change to Mailing address - House # suffix or Press ENTER for Same/No Change
<3 Characters, Empty>
[goto NMAILST3]
NMAILST3
Address:
Mailing Address:
(House #) (House #)SUF (Street Name)
(House #) (House #)SUF (Street Name)
(Unit Designation)
(Unit Designation)
(City), (State) (Zipcode)
(City), (State) (Zipcode)
Phys des: (Physical Description)
GQ unit: (GQ Unit Description)
GQ unit: (GQ Unit Description)
Non-Cty: (Non-city address)
Non-city: (Non City Address)
Building: (Building Name)
Enter change to Mailing address - Street Name or Press ENTER for Same/No Change
<49 Characters>
[goto NMAILST4]
Address:
Mailing Address:
(House #) (House #)SUF (Street Name)
(House #) (House #)SUF (Street Name)
(Unit Designation)
(Unit Designation)
(City), (State) (Zipcode)
(City), (State) (Zipcode)
Phys des: (Physical Description)
GQ unit: (GQ Unit Description)
GQ unit: (GQ Unit Description)
Non-Cty: (Non-city address)
Non-city: (Non City Address)
Building: (Building Name)
Page 11 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
FRONT
NMAILST4
NMAILST4
Enter change to Mailing address - Unit Designation or Press ENTER for Same/No Change
NMAILST5
Address:
Mailing Address:
(House #) (House #)SUF (Street Name)
(House #) (House #)SUF (Street Name)
(Unit Designation)
(Unit Designation)
(City), (State) (Zipcode)
(City), (State) (Zipcode)
Phys des: (Physical Description)
GQ unit: (GQ Unit Description)
GQ unit: (GQ Unit Description)
Non-Cty: (Non-city address)
Non-city: (Non City Address)
Building: (Building Name)
Enter change to Mailing address - GQ Unit Description or Press ENTER for Same/No Change
NMAILST6
Address:
Mailing Address:
(House #) (House #)SUF (Street Name)
(House #) (House #)SUF (Street Name)
(Unit Designation)
(Unit Designation)
(City), (State) (Zipcode)
(City), (State) (Zipcode)
Phys des: (Physical Description)
Phys des: (Physical Description)
GQ unit: (GQ Unit Description)
GQ unit: (GQ Unit Description)
Non-Cty: (Non-city address)
Non-city: ^MNONCITYADD
Building: (Building Name)
Building: (Building Name)
Enter change to Mailing address - Non-City Style Address or Press ENTER for Same/No Change
NMAILCT
Address:
Mailing Address:
(House #) (House #)SUF (Street Name)
(House #) (House #)SUF (Street Name)
(Unit Designation)
(Unit Designation)
(City), (State) (Zipcode)
(City), (State) (Zipcode)
Phys des: (Physical Description)
GQ unit: (GQ Unit Description)
GQ unit: (GQ Unit Description)
Non-Cty: (Non-city address)
Non-city: (Non City Address)
Building: (Building Name)
Enter change to Mailing address - City or Press ENTER for Same/No Change
NMAILST
Address:
Mailing Address:
(House #) (House #)SUF (Street Name)
(House #) (House #)SUF (Street Name)
(Unit Designation)
(Unit Designation)
(City), (State) (Zipcode)
(City), (State) (Zipcode)
Phys des: (Physical Description)
GQ unit: (GQ Unit Description)
GQ unit: (GQ Unit Description)
Non-Cty: (Non-city address)
Non-city: (Non City Address)
Building: (Building Name)
? [F1]
FRONT
FRONT
FRONT
FRONT
NMAILST5
NMAILST6
NMAILCT
NMAILST
Question Text
Skip Instructions
<20 characters, empty> [If FRAME = 3 or
RT25.GQUNITINFO = 1 goto NMAILST5]
[else goto NMAILST6]]
<43 characters, empty> [goto NMAILST6]
<27 characters, empty> [If no entry in NMAILST1 and
NMAILST6 then goto CK_NMAILST6]
[Else goto NMAILCT]
<28 Characters>
<2 digit code, D,R>
[goto NMAILST]
[goto NMAILZP1]
Enter change to Mailing address -State or Press ENTER for Same/No Change
Page 12 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
FRONT
FRONT
Tag Name
NMAILZP1
PHONENUMBER
Variable Name
Question Text
NMAILZP1
Address:
Mailing Address:
(House #) (House #)SUF (Street Name)
(House #) (House #)SUF (Street Name)
(Unit Designation)
(Unit Designation)
(City), (State) (Zipcode)
(City), (State) (Zipcode)
Phys des: (Physical Description)
GQ unit: (GQ Unit Description)
GQ unit: (GQ Unit Description)
Non-Cty: (Non-city address)
Non-city: (Non City Address)
Building: (Building Name)
Enter change to Mailing address - Zipcode or Press ENTER for Same/No Change
PHONENUMBER
Address:
Mailing Address:
(House #) (House #)SUF (Street Name)
(House #) (House #)SUF (Street Name)
(Unit Designation)
(Unit Designation)
(City), (State) (Zipcode)
(City), (State) (Zipcode)
Phys des: (Physical Description)
GQ unit: (GQ Unit Description)
GQ unit: (GQ Unit Description)
Non-Cty: (Non-city address)
Non-city: (Non City Address)
Building: (Building Name)
Ask or verify, if necessary.
What is your telephone number?
FRONT
PHONENUMBER2
PHONENUMBER2
Enter phone number or 0 for None
Ask or verify, if necessary.
Do you have another phone number where I can reach you?
Enter phone number or 0 for None
COVERAGE
NONTYP
NONTYP
What type of non-interview do you have?
Skip Instructions
<9 digits,D,R> [If entry lt 5 digits goto CK_NMAILZP1]
[else goto PHONENUMBER]
<15 characters> [If PHONENUMBER lt 10 digits goto
CK_PHONENUMBER]
[else goto PHONENUMBER2]
<0,D,R> [goto PHONENUMBER2]
<15 characters> [If PHONENUMBER lt 10 digits then goto
CK_PHONENUMBER2]
[else goto LASTTEMP]
<0,D,R>
[goto LASTTEMP]
<1>
[goto TYPEA]
<2>
[goto TYPEB]
<3>
[goto TYPEC]
Type A = No one home, Temporarily absent, or refusal
Type B = Vacant, under construction, occupied by persons with URE
Type C = Demolished, house moved, merged, condemned, located on base, CU moved
COVERAGE
TYPEA
TYPEA
1. TYPE A
2. TYPE B
3. TYPE C
Enter TYPE A noninterview
<1,2> [IF REPLACE ne 1 AND ( (INTNMBR = 1 or NEWCU
= 1) AND NEWUNIT ne S ) AND RT2501.FRAME = 1 AND
Page 13 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
1. No one home
2. Temporarily Absent
3. Refused
4. Other Type A -specify
COVERAGE
TYPEASP
TYPEASP
Specify other TYPE A
COVERAGE
REF_RSN
REF_RSN
Enter type of refusal
1. Hostile Respondent
2. Time Related Excuses
3. Language Problems
4. Other Refusal - specify
Skip Instructions
RT2501.PMITSTA = P goto YRBLT]
[ELSEIF (RT2501.FRAME = 1, 2 or 4) AND
(RT2501.MULTUNIT = 0 (zero) or blank) AND
(RT2501.GQINAREA = 0 (zero) or blank) AND NEWUNIT
= blank goto BUILD]
[ELSEIF RT2501.URRAL = R and (RT2501.FRAME
ne 3 or RT2501.GQTYPE = 901 or 903) AND (REPLACE = 1
or ( (INTNMBR = 1 or NEWCU = 1) AND NEWUNIT ne S)
goto FM_SALES]
[ELSEIF ( (INTNMBR = 1 or NEWCU = 1) and
NEWUNIT ne S) goto GQ_UNIT]
[ELSE goto BUILD]
<3> [goto REF_RSN]
<4>
[goto TYPEASP]
<30 characters> [IF REPLACE ne 1 AND ( (INTNMBR = 1 or
NEWCU = 1) AND NEWUNIT ne S ) AND RT2501.FRAME =
1 AND RT2501.PMITSTA = P goto YRBLT]
[ELSEIF (RT2501.FRAME = 1, 2 or 4) AND
(RT2501.MULTUNIT = 0 (zero) or blank) AND
(RT2501.GQINAREA = 0 or blank) AND NEWUNIT = blank
goto BUILD]
[IF RT2501.URRAL = R and (RT2501.FRAME ne 3
or RT2501.GQTYPE = 901 or 902) AND (REPLACE = 1 or
( (INTNMBR = 1 or NEWCU = 1) AND NEWUNIT ne S)
goto FM_SALES]
[If ( (INTNMBR = 1 or NEWCU = 1) and NEWUNIT
ne S) goto GQ_UNIT]
[ELSE goto BUILD]
<1-3> [IF REPLACE ne 1 AND ( (INTNMBR = 1 or NEWCU
= 1) AND NEWUNIT ne S ) AND RT2501.FRAME = 1 AND
RT2501.PMITSTA = P goto YRBLT]
[ELSEIF (RT2501.FRAME = 1, 2 or 4) AND
(RT2501.MULTUNIT = 0 (zero) or blank) AND
(RT2501.GQINAREA = 0 (zero) or blank) AND NEWUNIT
= blank goto BUILD]
[ELSEIF RT2501.URRAL = R and
(RT2501.FRAME ne 3 or RT2501.GQTYPE = 901 or 902)
AND (REPLACE = 1 or ( (INTNMBR = 1 or NEWCU = 1)
AND NEWUNIT ne S) goto FM_SALES]
[ELSEIF ( (INTNMBR = 1 or NEWCU = 1) and
NEWUNIT ne S) goto GQ_UNIT]
[ELSE goto BUILD]
Page 14 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
COVERAGE
REASON_S
REASON_S
COVERAGE
TYPEB
TYPEB
Question Text
Skip Instructions
<4>
COVERAGE
TYPEB_SP
TYPEB_SP
COVERAGE
VACANT_S
VACANT_S
Specify type of refusal
Enter TYPE B noninterview
1. Vacant (for rent)
2. Vacant (for sale)
3. Vacant (other)
4. Occupied by persons with URE
5. Under construction, not ready
6. All persons under 16
7. Unfit or to be demolished
8. Unoccupied tent or trailer site
9. Permit granted, construction not started
10. Other Type B -specify
Specify other TYPE B
Specify type of vacant
[goto REASON_S]
<45 characters> [IF REPLACE ne 1 AND ( (INTNMBR = 1
or NEWCU= 1) AND NEWUNIT ne S ) AND
RT2501.FRAME = 1 AND RT2501.PMITSTA = P goto
YRBLT]
[ELSEIF (RT2501.FRAME = 1, 2 or 4) AND
(RT2501.MULTUNIT = 0 (zero) or blank) AND
(RT2501.GQINAREA = 0 (zero) or blank) AND
NEWUNIT = blank goto BUILD]
[ELSEIF RT2501.URRAL = R and
(RT2501.FRAME ne 3 or RT2501.GQTYPE = 901 or 902)
AND (REPLACE = 1 or ( (INTNMBR = 1 or NEWCU = 1)
AND NEWUNIT ne S) goto FM_SALES]
[ELSEIF ( (INTNMBR = 1 or NEWCU = 1) and
NEWUNIT ne S) goto GQ_UNIT]
[ELSE goto BUILD]
<1,2,4-7> [IF REPLACE ne 1 AND ( (INTNMBR = 1 or
NEWCU = 1) AND NEWUNIT ne S )AND RT2501.FRAME
= 1 AND RT2501.PMITSTA = P goto YRBLT]
[ELSEIF (RT2501.FRAME = 1, 2 or 4) AND
(RT2501.MULTUNIT = 0 (zero) or blank) AND
(RT2501.GQINAREA = 0 (zero) or blank) AND NEWUNIT =
blank goto BUILD]
[ELSEIF ( (INTNMBR = 1 or NEWCU = 1) and
NEWUNIT ne S) goto GQ_UNIT]
[ELSE goto BUILD]
<3>
[goto VACANT_S]
<8,9> [goto BUILD]
<10>
[goto TYPEB_SP]
<45 characters> [IF REPLACE ne 1 AND ( (INTNMBR = 1 or
NEWCU = 1) AND NEWUNIT ne S ) AND RT2501.FRAME =
1 AND RT2501.PMITSTA = P goto YRBLT]
[ELSEIF (RT2501.FRAME = 1, 2 or 4) AND
(RT2501.MULTUNIT = 0 (zero) or blank) AND
(RT2501.GQINAREA = 0 (zero) or blank) AND NEWUNIT
= blank goto BUILD]
[ELSEIF ( (INTNMBR = 1 or NEWCU = 1) and
NEWUNIT ne S) goto GQ_UNIT]
[ELSE goto BUILD]
<45 characters> [IF REPLACE ne 1 AND ( (INTNMBR = 1 or
NEWCU= 1) AND NEWUNIT ne S ) AND RT2501.FRAME =
1 AND RT2501.PMITSTA = P goto YRBLT]
[ELSEIF (RT2501.FRAME = 1, 2 or 4) AND
Page 15 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
COVERAGE
Tag Name
TYPEC
Variable Name
TYPEC
Question Text
Enter TYPE C noninterview
COVERAGE
TYPEC_SP
TYPEC_SP
1. Demolished
2. House or Mobile Home moved
3. Converted to permanent nonresidential use
4. Merged with units in the same structure
5. Condemned
6. Located on military base (post)
7. Unused serial # on listing sheet
8. CU moved
9. CU merged with another CE CU within same address
10. Spawned in error
11. Removed during subsampling
12. Unit already had a chance of selection
13. Other type C - specify
Specify other TYPE C
COVERAGE
YRBLT
YRBLT
Was this structure built before April 2000?
1. Yes
2. No
3. Not asked (address is a Mobile Home, Trailer, Tent, or other unit not in a structure, or the unit is in a group quarters.)
COVERAGE
BUILD
BUILD
Are there any occupied or vacant living quarters besides your own in this building?
Skip Instructions
(RT2501.MULTUNIT = 0 (zero) or blank) AND
(RT2501.GQINAREA = 0 (zero) or blank) AND NEWUNIT =
blank goto BUILD]
[ELSEIF ( (INTNMBR = 1 or NEWCU = 1) and
NEWUNIT ne S) goto GQ_UNIT]
[ELSE goto BUILD]
<1,2>
[goto BYOBS]
<3,7,10,11,12>
[goto END_COVERAGE]
<4-6,8-9> [IF REPLACE ne 1 AND ( (INTNMBR = 1 or
NEWCU = 1) AND NEWUNIT ne S ) AND RT2501.FRAME =
1 AND RT500.PMITSTA = P goto YRBLT]
[ELSEIF RT2501.FRAME = 1, 2 or 4) AND
(RT2501.MULTUNIT = 0 (zero) or blank) AND
(RT2501.GQINAREA = 0 (zero) or blank) AND NEWUNIT =
blank goto BUILD]
[ELSE goto BYOBS]
<13> [goto TYPEC_SP]
<45 characters> [IF REPLACE ne 1 AND ( (INTNMBR = 1
or NEWCU = 1) AND NEWUNIT ne S ) AND
RT2501.FRAME= 1 AND RT2501.PMITSTA = P goto
YRBLT]
[ELSEIF (RT2501.FRAME = 1, 2 or 4) AND
(RT2501.MULTUNIT = 0 (zero) or blank) AND
(RT2501.GQINAREA = 0 (zero) or blank) AND NEWUNIT =
blank goto BUILD]
[ELSE goto BYOBS]
<1,3,D> [IF RT2501.MUTLUNIT = 0 or blank and
GQINAREA = 0 goto BUILD]
[ELSEIF NONTYPE = 3 goto BYOBS]
[ELSEIF TYPEB = 1-7, 10 goto GQ_UNIT]
[ELSEIF RT2501.URRAL = R and
(RT2501.FRAME ne 3 or RT2501.GQTYPE = 901 or 902)
AND ( (INTNMBR = 1 or NEWCU = 1) AND NEWUNIT ne
S) goto FM_SALES]
[ELSE goto BUILD]
<2> [goto END_COVERAGE]
<1> [IF NEWUNIT ne A, E, P or S goto TABX_INTRO]
[ELSE goto NO_TABX]
1. Yes
Page 16 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
COVERAGE
Tag Name
TABX_INTRO
Variable Name
Question Text
Skip Instructions
2. No
<2> [IF NONTYPE = 3 goto BYOBS]
[ELSEIF TYPEB = 1-7, 10 And (REPLACE = 1 or
((INTNMBR = 1 or NEWCU = 1) and NEWUNIT ne S) goto
GQ_UNIT]
[ELSEIF RT2501.URRAL = R and
(RT2501.FRAME ne 3 or RT2501.GQTYPE = 901 or 902)
AND (REPLACE = 1 or ( (INTNMBR = 1 or NEWCU = 1)
AND NEWUNIT ne S) goto FM_SALES]
[ELSEIF (INTROB = 1 or NONTYP = 1) and
(REPLACE = 1 or ((INTNMBR = 1 or NEWCU = 1) and
NEWUNIT ne S) goto GQ_UNIT]
[ELSEIF TYPEB = 1-7, 10 or NONTYP = 1) goto
BYOBS]
[ELSE goto END_COVERAGE]
<1>
[goto BTabX.XHNO]
TABX_INTRO
WARNING
You are about to begin asking questions about one or more additional living
arrangements at this location to determine if they qualify as EXTRA UNITS!!!
If you have accidentally reached this screen, PRESS "UP ARROW" to back up to
the previous screen and correct an earlier entry.
1. Enter 1 to Continue
COVERAGE
NO_TABX
NO_TABX
^Notabx
1. Enter 1 to Continue
COVERAGE
XHNO
XHNO
What is the exact address of this other living quarters?
<1> [IF NONTYPE = 3 goto BYOBS]
[ELSEIF TYPEB = 1-7, 10 goto GQ_UNIT]
[ELSEIF RT2501.URRAL = R and
(RT2501.FRAME ne 3 or RT2501.GQTYPE = 901 or 902)
AND (REPLACE = 1 or ( (INTNMBR = 1 or NEWCU = 1)
AND NEWUNIT ne S) goto FM_SALES]
[ELSE goto BYOBS]
<10 characters> [goto XHNOSUF]
Enter House number:
Press Enter if no change is needed
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) ^ ZIP5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
Page 17 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
COVERAGE
XHNOSUF
XHNOSUF
COVERAGE
COVERAGE
COVERAGE
COVERAGE
XSTRNAME
XUNITDES
XPO
XST
XSTRNAME
XUNITDES
XPO
XST
Question Text
Enter House number suffix, if applicable
(Press Enter if no change needed.)
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) (Zipcode) 5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
Enter Street name:
(Press Enter if no change needed.)
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) ^ ZIP5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
Enter Unit designation:
(Press Enter if no change needed.)
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) ^ ZIP5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
Enter Town or city name:
(Press Enter if no change needed.)
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) ^ ZIP5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
? [F1]
Skip Instructions
<3 characters, Empty> [goto XSTRNAME]
<49 characters> [goto XUNITDES]
<20 characters>
[goto XPO]
<28 characters>
[goto XST]
<2 digit state code>
[goto XZIP]
Enter State:
(Press Enter if no change needed.)
COVERAGE
XZIP
XZIP
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) ^ ZIP5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
Enter Zipcode:
(Press Enter if no change needed.)
<9 digits> [IF entry is less than 5 digits goto CK_XZIP]
[ELSE goto XNONCITY]
Page 18 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
COVERAGE
COVERAGE
COVERAGE
Tag Name
XNONCITY
XBLDGNAME
TABX_MORE
Variable Name
XNONCITY
XBLDGNAME
TABX_MORE
Question Text
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) ^ ZIP5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
Enter Non city style address:
(Press Enter if no change needed.)
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) ^ ZIP5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
Enter Building name:
(Press Enter if no change needed.)
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) ^ ZIP5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
Are there any OTHER living quarters, either occupied or vacant, at this original address?
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) ^ ZIP5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
COVERAGE
TABX_A2
TABX_A2
1. Yes
2. No
Is the address of the additional living quarters already listed?
Skip Instructions
[goto XNONCITY]
<27 characters, empty> [goto XBLDGNAME]
<60 characters, empty> [goto TABX_MORE]
<1> [IF 26 addresses already entered then exit block and:
if FRAME = 4 goto BBEXTRA.TABX_A2
if FRAME = 1 goto BBEXTRA.TABX_B1
else goto BBEXTRA.TABX_B2]
[ELSE go to XHNO for next address]
<2> [Exit block AND:
[IF FRAME = 4 goto BBEXTRA.TABX_A2]
[ELSEIF FRAME = 1 goto BBEXTRA.TABX_B1]
[ELSE goto BBEXTRA.TABX_B2] ]
<1>
<2>
[goto TABX_NO]
[goto TABX_B3]
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) (Zipcode) 5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
1. Yes
Page 19 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
COVERAGE
TABX_B1
TABX_B1
Question Text
Skip Instructions
2. No
Are the additional living quarters within the same space occupied by the original sample unit?
<1>
<2>
[goto TABX_C1]
[goto TABX_NO]
<1>
<2>
[goto TABX_D]
[goto TABX_NO]
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) (Zipcode) 5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
1. Yes
2. No
COVERAGE
TABX_B2
TABX_B2
Are the additional living quarters within
the basic address (house number and street name)
of the original sample unit?
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) ^ ZIP5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
1. Yes
2. No
COVERAGE
TABX_B3
TABX_B3
Are the additional living quarters within
the same structure and within the same
space as the sample unit?
<1> [goto TABX_D]
<2> [goto TABX_NO]
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) (Zipcode) 5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
1. Yes
2. No
Page 20 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
COVERAGE
TABX_C1
TABX_C1
Question Text
Are the additional living quarters in a group quarters?
Skip Instructions
<1>
<2>
[goto TABX_NO]
[goto TABX_D]
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) (Zipcode) 5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
COVERAGE
TABX_D
TABX_D
1. Yes
2. No
Do the occupants or intended occupants of the additional living quarters live separately
from all other persons on the property?
<1>
<2>
[goto TABX_E]
[goto TABX_NO]
<1>
<2>
[goto TABXSPAWN]
[goto TABX_NO]
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) (Zipcode) 5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
1. Yes
2. No
COVERAGE
TABX_E
TABX_E
Do the occupants or intended occupants of have direct access from the outside or
through a common hall?
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) (Zipcode) 5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
1. Yes
2. No
TABXSPAWN
<1>
TABXSPAWN
This other living quarters IS an extra unit.
Do not include members of this unit as members of the current unit.
They MUST be interviewed separately.
[for the next extra unit address,
if FRAME = 1 goto TABX_B1
if FRAME = 2 goto TABX_B2
if FRAME = 4 goto TABX_B3
else goto TABX_FR for no more addresses]
(House #) (House #)SUF (Street Name)
Page 21 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
(Unit Designation)
(City), (State) (Zipcode) 5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
Add the extra unit to your listing sheet according to the instructions
in your Listing and Coverage manual.
TABX_NO
TABX_NO
1. Enter 1 to Continue
The other living quarters IS NOT considered to be an extra unit.
Include the persons who occupy that living arrangement as members
of the assigned household.
(House #) (House #)SUF (Street Name)
(Unit Designation)
(City), (State) (Zipcode) 5-ZIP4
Non-city: (Non-city address)
Building: (Building Name)
COVERAGE
TABX_FR
TABX_FR
1. Enter 1 to Continue
Interview the parent case.
After interviewing the parent unit, you will receive instructions from you RO on what to do
with the EXTRA units.
You have identified (Total # of spawns) extra units.
[Fill: extra unit addresses with House #, house suffix, unit description and street name]
CALLRO
CALLRO
1. Enter 1 to Continue
More than 26 EXTRA UNITS have been identified for this listed address.
1. Call your office
2. Tell your supervisor that you have more than 26 Extra Units for this address.
<1>
[for the next extra unit address,
if FRAME = 1 goto TABX_B1
if FRAME = 2 goto TABX_B2
if FRAME = 4 goto TABX_B3
else goto TABX_FR for no more addresses]
<1> [IF TOTSPAWN gt 26 goto CALLRO]
[ELSEIF NONTYPE = 3 goto BYOBS]
[ELSEIF TYPEB = 1-7, 10 goto GQ_UNIT]
[ELSEIF RT2501.URRAL = R and
(RT2501.FRAME ne 3 or RT2501.GQTYPE = 901 or 902)
AND (REPLACE = 1 or ( (INTNMBR = 1 or NEWCU = 1)
AND NEWUNIT ne S) goto FM_SALES]
[ELSE goto BYOBS]
<1> [IF NONTYPE = 3 goto BYOBS]
[ELSEIF TYPEB = 1-7, 10 goto GQ_UNIT]
[ELSEIF RT2501.URRAL = R and
(RT2501.FRAME ne 3 or RT2501.GQTYPE = 901 or 902)
AND (REPLACE = 1 or ( (INTNMBR = 1 or NEWCU = 1)
AND NEWUNIT ne S) goto FM_SALES]
[ELSE goto BYOBS]
1. Enter 1 to Continue
Page 22 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
COVERAGE
FM_SALES
FM_SALES
During the past 12 months did sales of crops, livestock, and other farm products from this place
amount to $1,000 or more?
<1,2> [goto GQ_UNIT]
1. Yes
2. No
COVERAGE
COVERAGE
COVERAGE
GQ_UNIT
DIRACC
MERGUA
GQ_UNIT
Indicate if the unit is:
DIRACC
1. In a Group Quarters
2. NOT in a Group Quarters
Indicate if access to the household is:
MERGUA
1. Direct
2. Through another unit
? [F1]
<1> [goto HUTYPE]
<2,D> [IF FRAME ne 3 goto DIRACC]
[ELSE goto HUTYPE]
<1>
[goto HUTYPE]
<2,D> [goto MERGUA]
<1,D> [goto HUTYPE]
<2>
[goto CK_MERGUA]
Is this a merged unit?
COVERAGE
HUTYPE
HUTYPE
1. Merged
2. Not Merged
Enter type of Housing Unit.
1. House, apartment, flat
2. HU in non-transient hotel, motel, etc
3. HU permanent in transient hotel, motel, etc.
4. HU in rooming house
5. Mobile home or trailer with no permanent room added
6. Mobile home or trailer with one or more permanent rooms added
7. HU not specified above
8. Quarters not HU in rooming or boarding house
9. Students quarters in college dormitory
10. Group Quarters unit not specified above
Enter other type of housing unit
COVERAGE
HUTYPESP
HUTYPESP
COVERAGE
UNISTRQ
UNISTRQ
Ask if not apparent
<1-6,8,9,D> [goto UNISTRQ]
<7,10> [IF TYPEB ne 9 goto HUTYPESP]
[ELSE goto UNISTRQ]
<45 characters>
<1-10>
[goto UNISTRQ]
[If NONTYPE = 2 (type b) goto BYOBS]
[All others goto END_COVERAGE]
How many housing units, both occupied and vacant, are there in this structure?
1. Only Group Quarters units
Page 23 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
COVERAGE
Tag Name
BYOBS
Variable Name
Question Text
BYOBS
2. Mobile home or trailer
3. One, detached
4. One, attached
5. 2
6. 3 - 4
7. 5 - 9
8. 10 - 19
9. 20 - 49
10. 50 or more
Did you classify this unit by observation only?
Skip Instructions
<1> [Exit block and goto END_COVERAGE]
<2> [goto CP1NAME]
PREVIOUS OBSERVATION: (YES/NO)
1. Yes
2. No
COVERAGE
CP1NAME
CP1NAME
Enter contact person name
<42 characters>
[goto CP1TITL]
Press enter if no change is needed
COVERAGE
CP1TITL
CP1TITL
PREVIOUS NAME: (Previous Contact Persons Name)
Enter contact person title
<20 characters> [goto PHON]
Press enter if no change is needed
CP1PHONE
PHON
PREVIOUS TITLE: ^RT8001CP1TITL
Enter contact person phone number and extension
<15 digitis, D, R>
[goto CP1ADD1]
Press enter if no change is needed
PREVIOUS PHONE NUMBER: (Previous phone)
COVERAGE
CP1ADD1
CP1ADD1
PREVIOUS EXTENSION: (Previous extension)
Enter contact person street address
<54 characters>
[goto CP1ADD2]
<54 characters>
[goto CP1PO]
Press enter if no change is needed
COVERAGE
CP1ADD2
CP1ADD2
PREVIOUS ADDRESS: (Previous address)
(previous address - 2nd line)
(Previous city) (previous state) (previous zipcode) - (previous zipcode extension)
Enter contact person second line of address, if necessary
Page 24 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
Press enter if no change is needed
COVERAGE
CP1PO
CP1PO
PREVIOUS ADDRESS: (Previous address)
(previous address - 2nd line)
(Previous city) (previous state) (previous zipcode) - (previous zipcode extension)
Enter town or city
<20 characters>
[goto CP1ST]
Press enter if no change is needed
COVERAGE
CP1ST
CP1ST
PREVIOUS ADDRESS: (Previous address)
(previous address - 2nd line)
(Previous city) (previous state)
? [F1]
(previous zipcode) - (previous zipcode extension)
<2 Digit State codes, D,R> [goto CP1ZIP9]
Enter state
Press enter if no change is needed
CP1ZIP9
CP1ZIP9
PREVIOUS ADDRESS: (Previous address)
(previous address - 2nd line)
(Previous city) (previous state)
Enter zipcode
(previous zipcode) - (previous zipcode extension)
Press enter if no change is needed
COVERAGE
RACETYP
RACETYP
PREVIOUS ADDRESS: (Previous address)
(previous address - 2nd line)
(Previous city) (previous state) (previous zipcode) - (previous zipcode extension)
The items below are required information for all TYPE A cases.
<9 characters> [IF entry is lt 5 digits goto CK_CP1ZIP9]
[ELSE exit block and goto
END_COVERAGE]
[exit block and goto END_COVERAGE]
<1-6,D> [goto HH_MEMQ]
Race code
1. White
2. Black or African American
3. American Indian or Alaska native
4. Asian
5. Native Hawaiian
6. Guamanian or Chamorro
7. Samoan
8. Other Pacific Islander
9. Other Specify
10. Don't Know
Page 25 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
COVERAGE
HH_MEMQ
HH_MEMQ
COVERAGE
TENURE
TENURE
Question Text
The items below are required information for all TYPE A cases.
Number of household members:
The items below are required information for all TYPE A cases.
Skip Instructions
<1-30, D> [goto TENURE]
<1,2> [goto HHQSRCE]
[goto BUILD_A]
Tenure code
COVERAGE
COVERAGE
BUILD_A
HHQSRCE
BUILD_A
HHQSRCE
1. Owned
2. Rented
Which best describes this building?
<1-10> [goto HHQSRCE]
1. Single family detached
2. Townhouse - inner unit
3. End row or end townhouse
4. Duplex
5. 3-plex or 4-plex
6. Garden
7. High-rise
8. Apartment or flat
9. Mobile home or trailer
10. College dormitory
What was the source of the information for the household
characteristics?
<1-3> [IF TYPE A (outcome is 321-324) goto REF_SEX]
[ELSE goto END_COVERAGE]
Enter all that apply, separate with commas
COVERAGE
HHQ_SPECIFY
HHQ_SPECIFY
COVERAGE
REF_SEX
REF_SEX
1. Observation
2. Neighbor
3. Building Manager
4. Other (Specify)
Specify other source of information
Provide the characteristics of the individual who refused to participate.
<4> [goto HHQ_SP]
<30 characters>
<1, 2, D>
[IF Type A (outcome is 321-324) goto
REF_SEX]
[ELSE goto END_COVERAGE]
[goto REF_RACE]
Sex of individual
Page 26 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
COVERAGE
Tag Name
REF_RACE
Variable Name
REF_RACE
Question Text
1. Male
2. Female
Provide the characteristics of the individual who
refused to participate.
Skip Instructions
<1-6, D>
[goto REF_AGE]
<1-4, D>
[goto END_COVERAGE]
Race of individual
1. White
2. Black or African American
3. American Indian or Alaska native
4. Asian
5. Native Hawaiian
6. Guamanian or Chamorro
7. Samoan
8. Other Pacific Islander
9. Other Specify
10. Don't Know
COVERAGE
REF_AGE
REF_AGE
Provide the characteristics of the individual who
refused to participate.
Approximate age of individual
CONTROL
CARD
STLLIV
STLLIV
1. Under 20
2. 21 - 50
3. 51 - 74
4. 75 or older
I have listed . . . . READ NAMES
Are all of these persons still living or staying here?
<1,2> [goto TUNIT1 Block - PERSTAT]
stlliv cu fill
^PERSTATFILL
CONTROL
PERSTAT
PERSTAT
1. Yes
2. No
^Perstat
<7,8,9,99>
Page 27 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
FNAME
7. Delete person
8. CU member deceased
9. Reinstate person
99. Error - Person should not have been listed
^Fname
<16 characters> [goto LNAME]
CARD
CONTROL
CARD
FNAME
Enter 999 if no more persons.
CONTROL
CARD
CONTROL
CARD
LNAME
LNAME
CU_CODE
CU_CODE
Enter Last Name
Ask if not apparent
What is (your/NAME's) relationship to (you/the owner/renter/name of reference person)?
<999>
CK_FNAME]
[IF CU_CODE = 1-10,D or R then goto
[ELSE exit block and goto CHECKS]
<16 characters>
[goto CU_CODE]
<1-10,D,R,empty> [IF more than 1 reference person
(CU_CODE = 1) has been selected,
goto CK_CHECKS2]
[ELSE goto SEX]
If this is the Reference Person, enter 1
(The Reference person is one of the persons who owns or rents this home.)
CONTROL
CARD
SEX
SEX
1. Reference person
2. Spouse (Husband/Wife)
3. Child or adopted child
4. Grandchild
5. In-Law
6. Brother or Sister
7. Mother or Father
8. Other related person (Aunt, Uncle, etc.)
9. Unrelated Person (Lodger, Lodger's spouse, foster child, etc.)
10. Unmarried Partner
Ask if not apparent
Is ^NAME male or female?
CONTROL
CARD
AWAY_COL
AWAY_COL
1. Male
2. Female
Ask if not apparent
<1,D,R,Empty>
[goto AWAY_COL]
<2> [IF SEX = sex of reference person then goto
CK_SEX1]
[ELSE goto AWAY_COL]
<1>
[IF CU_CODE = 1 goto CK_AWAYCOL]
[ELSE goto HH_MEM]
Is ^NAME living away at college?
<2,D,R,EMPTY>
[goto HH_MEM]
Page 28 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
CONTROL
CARD
Tag Name
HH_MEM
Variable Name
Question Text
HH_MEM
1. Yes
2. No
Does ^NAME usually live here?
Probe if usual place of residence is elsewhere.
CONTROL
CARD
HHRESP
HHRESP
1. Yes
2. No
Ask if necessary
With whom am I speaking?
Enter line number
Skip Instructions
<1,D,R,empty>
[goto next line of grid]
<2>
[IF CU_CODE = 2 goto CK_HHMEM]
[ELSE goto next line of grid]
<1-30,95> [IF HHRESP gt NROSIZE, goto CK_HHRESP]
[ELSEIF (MEMBSTAT[HHRESP] = 1 AND
PERSTAT[HHRESP] ne 9) OR (MEMBSTAT[HHRESP] = 5)
or (PERSTAT[HHRESP] = 7, 8 or 99) OR
(HH_MEM[HHRESP] =2 or blank) goto CK_HHRESP2]
[ELSEIF ((INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne 5) OR REPLACE = 1, goto MCHILD]
[ELSE goto NEWLIV]
1. NAME[1]
2. NAME[2]
3. NAME[3]
4. NAME[4]
5. NAME[5]
6. NAME[6]
7. NAME[7]
8. NAME[8]
9. NAME[9]
10. NAME[10]
11. NAME[11]
12. NAME[12]
13. NAME[13]
14. NAME[14]
15. NAME[15]
16. NAME[16]
17. NAME[17]
18. NAME[18]
19. NAME[19]
20. NAME[20]
21. NAME[21]
22. NAME[22]
23. NAME[23]
Page 29 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
CONTROL
CARD
Tag Name
MCHILD
Variable Name
MCHILD
Question Text
Skip Instructions
24. NAME[24]
25. NAME[25]
26. NAME[26]
27. NAME[27]
28. NAME[28]
29. NAME[29]
30. NAME[30]
95. Proxy Respondent
I have listed . . .
READ NAMES
Have I missed any babies or small children?
<1>
<2,D,R>
[go back to where FNAME = 999]
[goto MAWAY]
^PERSTATFILL
CONTROL
CARD
MAWAY
MAWAY
1. Yes
2. No
Have I missed anyone who usually lives here but is away now - traveling, at school, or in a hospital?
<1>
[go back to where FNAME = 999]
<2,D,R> [goto MLODGE]
^PERSTATFILL
CONTROL
CARD
MLODGE
MLODGE
1. Yes
2. No
Have I missed any lodgers, boarders, or persons you employ who live here?
<1>
[go back to where FNAME = 999]
<2,D,R> [goto MELSE]
^PERSTATFILL
CONTROL
CARD
MELSE
MELSE
1. Yes
2. No
Have I missed anyone else staying here?
<1>
[go back to where FNAME = 999]
<2,D,R> [CK_SUBFAMILY]
^PERSTATFILL
CONTROL
CARD
NEWLIV
NEWLIV
1. Yes
2. No
Is anyone else living or staying here, including newborn babies?
<1>
<2>
[go back to where FNAME = 999]
[goto BSUBFamily Block]
^PERSTATFILL
CONTROL
CARD
SUBFAM1
SUBFAM1
1. Yes, add new person
2. No
Earlier you said that ^NAME was
not related to (Name of reference person).
Is ^NAME related to anyone else in this household?
<1>
<2>
[goto SUBFAM2]
[goto SUBFAM1 for next unassigned non-rel]
[if no more non-rels, goto SET_SUBFAMS]
Page 30 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
SUBFAM2
Variable Name
Question Text
SUBFAM2
1. Yes
2. No
Who is ^NAME related to?
PROBE: Anyone else?
Skip Instructions
<1-30> [If SUBFAM2 gt NROSIZE then goto
CK_SUBFAM2]
[else goto SUBFAM, for next unassigned non-rel]
[If no more non-rels, goto SET_SUBFAMS]
Enter line number(s), separate with commas
CONTROL
CARD
SHELTX
SHELTX
1. ^NAME[1]
2. ^NAME[2]
3. ^NAME[3]
4. ^NAME[4]
5. ^NAME[5]
6. ^NAME[6]
7. ^NAME[7]
8. ^NAME[8]
9. ^NAME[9]
10. ^NAME[10]
11. ^NAME[11]
12. ^NAME[12]
13. ^NAME[13]
14. ^NAME[14]
15. ^NAME[15]
16. ^NAME[16]
17. ^NAME[17]
18. ^NAME[18]
19. ^NAME[19]
20. ^NAME[20]
21. ^NAME[21]
22. ^NAME[22]
23. ^NAME[23]
24. ^NAME[24]
25. ^NAME[25]
26. ^NAME[26]
27. ^NAME[27]
28. ^NAME[28]
29. ^NAME[29]
30. ^NAME[30]
(Begin financial responsibility questions to determine CU's)
<1,2,D,R>
[goto FOODX]
(Do/Does) (READ NAMES) pay for all ^yourhishertheir housing
Page 31 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
expenses with ^yourhishertheir own money?
^SUBFAMFILL
CONTROL
CARD
FOODX
FOODX
1. Yes
2. No
(Do/Does) (READ NAMES) pay for all ^Yourhishertheir food
expenses with ^Yourhishertheir own money?
<1> [IF SHELTX = 1, goto SHELTX for next subfam;
if no more subfams then goto UPDATE_SUBFAM]
[else goto OTHERX]
^SUBFAMFILL
<2,D,R> [goto OTHERX]
CONTROL
CARD
OTHERX
OTHERX
1. Yes
2. No
(Do/Does) (READ NAMES) pay for all ^Yourhishertheir other
living expenses such as clothing, transportation,
etc., with ^Yourhishertheir own money?
<1> [IF SHELTX = 1 OR FOODX = 1, goto SHELTX for
next subfamily: if no More subfamiles, goto
UPDATE_SUBFAM]
[ELSE goto SUPSRC]
^SUBFAMFILL
<2,D,R>
CONTROL
CARD
SUPSRC
SUPSRC
1. Yes
2. No
Does all or part of the money to pay for
(READ NAMES) ^description come from someone
in this household?
[goto SUPSRC]
<1>
[goto SUPRT1]
<2,D,R> [goto SHELTX for next subfamily]
[if no more subfamilies, goto UPDATE_SUBFAM]
^SUBFAMFILL
CONTROL
CARD
SUPRT1
SUPRT1
1. Yes
2. No
Who is that person(s)?
Enter line number(s), separate with commas
<1-30,D,R> [IF SUPRT1 gt NROSIZE goto CK_SUPRT1]
[ELSE SHELTX for next subfamily]
[if no more, goto UPDATE_SUBFAM]
1. ^NAME[1]
Page 32 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
CONSUMER_UNITS
Variable Name
Question Text
Skip Instructions
CONSUMER_UNITS
2. ^NAME[2]
3. ^NAME[3]
4. ^NAME[4]
5. ^NAME[5]
6. ^NAME[6]
7. ^NAME[7]
8. ^NAME[8]
9. ^NAME[9]
10. ^NAME[10]
11. ^NAME[11]
12. ^NAME[12]
13. ^NAME[13]
14. ^NAME[14]
15. ^NAME[15]
16. ^NAME[16]
17. ^NAME[17]
18. ^NAME[18]
19. ^NAME[19]
20. ^NAME[20]
21. ^NAME[21]
22. ^NAME[22]
23. ^NAME[23]
24. ^NAME[24]
25. ^NAME[25]
26. ^NAME[26]
27. ^NAME[27]
28. ^NAME[28]
29. ^NAME[29]
30. ^NAME[30]
HOUSEHOLD MEMBERS BROKEN INTO APPROPRIATE CU'S
<1> [goto CU_INTRO]
(List CU#, Line number, and name)
CONTROL
CARD
CU_INTRO
CU_INTRO
1. Enter 1 to Continue
During this interview, I will use the word household to refer to the group of related persons who are
independent of all other persons living at this address for payment of their major expenses.
<1> [goto TUNIT2 block]
A "household" is considered one Consumer Unit
The ^persons I'm including in your household (are/is) (READ NAME(S))
(Names of Cu members)
Page 33 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
CONTROL
CARD
AGE
AGE1
As of today, how old is are (You/NAME)?
CONTROL
CARD
AGESPEC
AGESPEC
Some questions are only asked for household members of a certain age.
Skip Instructions
1. Enter 1 to Continue
[goto AGE2]
<0-200> [IF CU_CODE = 1 AND AGE lt 16, goto CK_AGE]
[ELSEIF RESPLINE = MEMBNO AND AGE lt 16,
goto CK_AGE]
[ELSEIF AGE=13,15,61,64, then goto AGESPEC]
[ELSE goto HORIGIN]
[goto HORIGIN]
In what month and year will (You/NAME) be (14/16/62/65) years old?
Enter month and year when household member will turn (14/16/62/65)
CONTROL
CARD
AGE2
AGE2
Ask if necessary
<1>
(Are/Is) (you/he/she) under 16?
[if RESPLINE = MEMBNO then goto CK_AGE2]
[else if CU_CODE = 1 then goto CK_AGE2]
[else goto HORIGIN]
<2,D,R> [goto HORIGIN]
CONTROL
CARD
HORIGIN
HORIGIN
1. Yes
2. No
2
<1>
<2,D,R>
[goto HISPANIC]
[goto MULTRACE]
(Are/Is) (You/NAME) Hispanic, Latino, or Spanish?
CONTROL
CARD
HISPANIC
HISPANIC
1. Yes
2. No
2
<1-5,D,R>
<6>
[goto MULTRACE]
[goto HISPOTH]
(Are/Is) (You/NAME) -
Examples of "other" include - Argentinean, Colombian, Dominican, Nicaraguan, Salvadoran, Spaniard
1. Mexican?
2. Mexican-American?
3. Chicano?
4. Puerto Rican?
Page 34 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
CONTROL
CARD
CONTROL
CARD
Tag Name
Variable Name
Question Text
Skip Instructions
HISPOTH
HISPOTH
5. Cuban?
6. Other (Specify)
Specify:
<30 characters>
MULTRACE
MULTRACE
2
What is (your/NAME's) race?
Probe if necessary
Enter all that apply, separate with commas
[goto MULTRACE]
<1-3,5,8,10,R>
[IF AGE ge 14 OR AGERNG = 8 or 9
goto MARITAL]
[ELSE goto Next Person]
<4>
[goto ASIAN]
<9>
[goto RACESP]
Examples of "Other Pacific Islander" include - Fijian, Tongan
1. White
2. Black or African American
3. American Indian or Alaska native
4. Asian
5. Native Hawaiian
6. Guamanian or Chamorro
7. Samoan
8. Other Pacific Islander
9. Other Specify
10. Don't Know
CONTROL
CARD
ASIAN
<1-6,D,R>
MARITAL]
ASIAN
[IF AGE ge 14 OR AGERNG = 8 or 9 goto
[ELSE goto Next Person]
^ARE_IS (You/NAME) <7>
[goto ASIANOTH]
Examples of "other" include - Hmong, Laotian, Thai, Pakistani, Cambodian
CONTROL
CARD
ASIANOTH
ASIANOTH
CONTROL
CARD
RACESP
RACESP
1. Chinese?
2. Filipino?
3. Japanese?
4. Korean?
5. Vietnamese?
6. Asian Indian?
7. Other? (Specify)
Specify:
Specify other race
<30 characters> [IF AGE ge 14 OR AGERNG = 8 or 9 goto
MARITAL]
[ELSE goto Next Person]
<40 characters> [IF AGE ge 14 OR AGERNG = 8 or 9 goto
MARITAL]
[ELSE goto Next Person]
Page 35 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
CONTROL
CARD
MARITAL
MARITAL
Question Text
Skip Instructions
Ask if not apparent
^ARE_IS ^YOUNAME -
CONTROL
CARD
EDUCA
EDUCA
1. Married?
2. Widowed?
3. Divorced?
4. Separated?
5. Never married?
3
What is the highest level of school ^NamehasYou completed or the highest degree ^NamehasYou received?
<1-5,D,R> [IF AGE ge 14 or AGERNG = 8 or 9 goto
EDUCA]
[ELSE goto BIRTH_MO for next member]
<00-11,38,D,R> [IF AGE = 16-65 or AGERNG = 8 or 9,
goto ARM_FORC]
[ELSE goto BIRTH_MO for next member]
<39-46>
CONTROL
CARD
IN_COLL
IN_COLL
0. Never attended, preschool, kindergarten
1. 1st grade
2. 2nd grade
3. 3rd grade
4. 4th grade
5. 5th grade
6. 6th grade
7. 7th grade
8. 8th grade
9. 9th grade
10. 10th grade
11. 11th grade
38. 12th grade NO DIPLOMA
39. HIGH SCHOOL GRADUATE - high school DIPLOMA, or the equivalent
40. Some college but no degree
41. Associate degree in college - Occupational program
42. Associate degree in college - Academic program
43. Bachelor's degree (Example: BA, AB, BS)
44. Master's degree (Example: MA, MS, Meng, MSW, MBA)
45. Professional School Degree (Example: MD, DDS, DVM, LLB, JD)
46. Doctorate degree (Example: PhD, EdD)
(Are/Is) (You/NAME) currently enrolled in a college or university either -
[goto IN_COLL]
<1-3,D,R> [IF AGE = 16-65 or AGERNG = 8 or 9, goto
ARM_FORC]
[ELSE goto BIRTH_MO for next member]
1. Full-time?
2. Part-time?
Page 36 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
CONTROL
CARD
ARM_FORC
ARM_FORC
Question Text
Skip Instructions
3. Not at all?
3
? [F1]
<1,2,D,R>
[If this is the last person, goto CHECKS2]
[Else goto BIRTH_MO for the next person]
^Are_is (You/NAME) now in the Armed Forces?
CONTROL
CARD
CE_INTRO
CE_INTRO
1. Yes
2. No
As we start, please understand that we ask the same questions of everybody we talk to. I realize some of
these questions may not apply to your household.
<1>
[goto SECTION1]
Most questions that I will be asking refer to a specific time period.
During this interview, the time period, unless I state otherwise is for the
Past (month/three months), that is, from the 1st day of ^REF_MONTH to today.
Most of my questions are about expenses your household had or bills you've received. You will find it helpful
to have your checkbook register, credit card statements, and other records as you answer the questions.
Please include all shipping and handling fees when reporting the cost of an item. For some types of things,
such as furniture or appliances, I will ask for these fees specifically. For other things, such as recreational
items, I won't mention shipping and handling, so if you purchased something online and had it shipped, or
had any other shipping fees, please include them in the total cost.
1. Enter 1 to Continue
FlowCharts
01B
PUBLHOUS
PUBLHOUS
Ask if not apparent.
<1>
[goto ST_HOUS]
<2,D,R> [goto GOVTCOST]
Is this house in a public housing project, that is, is it owned by
a local housing authority or other local public agency?
01B
GOVTCOST
GOVTCOST
1. Yes
2. No
Are your housing costs lower because the Federal, State, or local
government is paying part of the cost?
<1,2,D,R> [goto ST_HOUS]
1. Yes
2. No
Page 37 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
01B
ST_HOUS
ST_HOUS
Question Text
Ask if not apparent.
Skip Instructions
<1,2,D,R>
[goto BUILDING]
<1-9,D,R>
[goto ROOMSQ]
Are these living quarters presently used as student housing by a
college or university?
01B
BUILDING
BUILDING
1. Yes
2. No
4
? [F1]
Ask if not apparent by observation
Which best describes this building?
<10>
[IF ST_HOUS = 2, D or R then goto
CK_BUILDING]
[ELSE goto S1B_END]
<11>
01B
BUILDOTH
BUILDOTH
01B
ROOMSQ
ROOMSQ
01B
BEDROOMQ
BEDROOMQ
1. Single Family Detached
2. Row or Townhouse - inner unit
3. End row or end townhouse
4. Duplex
5. 3-plex or 4-plex
6. Garden
7. High-rise
8. Apartment or flat
9. Mobile home or trailer
10. College dormitory
11. Other - Specify
Specify:
How many ROOMS are there in this unit, including all finished
living areas and excluding all bathrooms?
How many BEDROOMS are there in this unit?
Count all rooms used mainly for sleeping, even if also used for other purposes.
01B
BATHRMQ
BATHRMQ
How many COMPLETE bathrooms are there in this unit?
A complete bathroom has a toilet, a bathtub or shower, and a sink,
all with running water.
01B
HLFBATHQ
HLFBATHQ
How many HALF bathrooms are there in this unit?
[goto BUILDOTH]
<30 characters>
[goto ROOMSQ]
<1-30, D, R> [goto BEDROOMQ]
<31-99>
[goto ERR1_ROOMSQ]
<0-99> [IF (BEDROOMQ gt ROOMSQ) AND (ROOMSQ
ne D and ne R) then goto CK_BEDROOMQ]
[ELSEIF BEDROOMQ gt 12 then goto
ERR1_BEDROOMQ]
[ELSE goto BATHRMQ]
[goto BATHRMQ]
<0-9> [IF (BATHRMQ gt ROOMSQ) AND (ROOMSQ ne
D and ne R) then goto CK_BATHRMS]
[ELSE goto HLFBATHQ]
<0-9>
[goto HLFBATHQ]
[IF (HLFBATHQ gt ROOMSQ) AND (ROOMSQ ne
Page 38 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
A half bathroom has at least a toilet or bathtub or shower, but
does not have all the facilities of a complete bathroom.
01B
HEATFUEL
HEATFUEL
4
? [F1]
Skip Instructions
D and ne R) then goto CK_HLFBATHQ]
[ELSE goto HEATFUEL]
[goto HEATFUEL]
<1-3,5,D,R> [goto WATERHT]
<4>
[goto HEATOTH]
What fuel is used most for Heating this unit?
01B
HEATOTH
HEATOTH
01B
WATERHT
WATERHT
1. Gas (underground piping)
2. Electricity
3. Fuel Oil
4. Other - Specify
5. No Fuel Used
Specify:
4
? [F1]
<30 Characters>
<1-3,5,D,R>
<4>
[goto WATERHT]
[goto COOKING]
[goto WATOTH]
What fuel is used most for Heating water in this unit?
01B
WATOTH
WATOTH
01B
COOKING
COOKING
1. Gas (underground piping)
2. Electricity
3. Fuel Oil
4. Other - Specify
5. No Fuel Used
Specify:
4
? [F1]
<30 Characters>
<1-3,5,D,R>
<4>
[goto COOKING]
[goto UNITFEAT]
[goto COOKOTH]
What fuel is used most for Cooking?
1. Gas (underground piping)
2. Electricity
3. Fuel Oil
Page 39 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
4. Other - Specify
5. No Fuel Used
Specify:
<30 Characters> [goto UNITFEAT]
01B
COOKOTH
COOKOTH
01B
UNITFEAT
UNITFEAT
4
? [F1]
Does this unit have any of the following?
Enter all that apply, separate with commas
01B
YRBUILT
YRBUILT
0. None
1. Swimming Pool
2. Off Street Parking
3. Porch, terrace, patio, or balcony
4. Apartment or guest house
5. Central air conditioning
6. Window air conditioning
77. Don't know
About when was this building originally built?
Do not consider later remodelings
Probe for best estimate
01C
COOKOVN
COOKOVN
5
? [F1]
How many cooking stoves, ranges or ovens (do/does) ^YOU_YRCU have?
01C
MIC_OVEN
MIC_OVEN
Enter 0 for none
5 ? [F1]
How many microwave ovens (do/does) ^YOU_YRCU have?
01C
REFRFREZ
REFRFREZ
Enter 0 for none
5 ? [F1]
How many refrigerators and home freezers (do/does) ^YOU_YRCU have?
01C
BLTNDISH
BLTNDISH
5
Enter 0 for none
? [F1]
How many built-in dishwashers (do/does) ^YOU_YRCU have?
<0-6,77,R> [IF 0 is selected with other values, goto
CK_UNITFEAT]
[ELSE goto YRBUILT]
<1700-9999> [IF YRBUILT gt current year then goto
CK_YRBUILT]
[ELSE goto S1B_END]
[goto S1B_END]
<0,D,R> [goto MIC_OVEN]
<1-5>
[goto B_S1C.INCLHOME]
<6-99> [goto ERR1_COOKOVN]
<0,D,R> [goto REFRFREZ]
<1-5>
[goto B_S1C.INCLHOME]
<6-99> [goto ERR1_MIC_OVEN]
<0,D,R> [goto BLTNDISH]
<1-5>
[goto B_S1C.INCLHOME]
<6-99> [goto ERR1_REFRFREZ]
<0,D,R> [goto PORTDISH]
<1-5>
[goto B_S1C.INCLHOME]
<6-99> [goto ERR1_BLTNDISH]
Enter 0 for none
Page 40 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
01C
PORTDISH
PORTDISH
Question Text
5
Skip Instructions
? [F1]
How many portable dishwashers (do/does) ^YOU_YRCU have?
01C
GARBDISP
GARBDISP
5
Enter 0 for none
? [F1]
How many garbage disposals (do/does) ^YOU_YRCU have?
<0,D,R> [goto GARBDISP]
<1-5>
[goto B_S1C.INCLHOME]
<6-99> [goto ERR1_PORTDISH]
<0,D,R> [goto CLWASHER]
<1-5>
[goto B_S1C.INCLHOME]
<6-99> [goto ERR1_GARBDISP]
Enter 0 for none
01C
CLWASHER
CLWASHER
5
? [F1]
How many clothes washers (do/does) ^YOU_YRCU have?
01C
CLDRYER
CLDRYER
5
Enter 0 for none
? [F1]
How many clothes dryers (do/does) ^YOU_YRCU have?
<0,D,R> [goto CLDRYER]
<1-5>
[goto B_S1C.INCLHOME]
<6-99> [goto ERR1_CLWASHER]
<0,D,R> [goto CLRTV]
<1-5>
[goto B_S1C.INCLHOME]
<6-99> [goto ERR1_CLDRYER]
Enter 0 for none
01C
CLRTV
CLRTV
5
? [F1]
How many televisions (do/does) ^YOU_YRCU have?
<0,D,R> [goto HM_COMP]
<1-5>
[goto B_S1C.INCLHOME]
<6-99> [goto ERR1_CLRTV]
Enter 0 for none
01C
HM_COMP
HM_COMP
5
? [F1]
How many home computers (do/does) ^YOU_YRCU have?
<0,D,R> [goto SND_SYS]
<1-5>
[goto B_S1C.INCLHOME]
<6-99> [goto ERR1_HM_COMP]
Enter 0 for none
01C
SND_SYS
SND_SYS
5
? [F1]
How many stereo or sound systems (do/does) ^YOU_YRCU have?
<0,D,R> [goto VIDEO_EQ]
<1-5>
[goto B_S1C.INCLHOME]
<6-99> [goto ERR1_SND_SYS]
Enter 0 for none
01C
VIDEO_EQ
01C
INCLHOME
VIDEO_EQ
INCLHOME
5
? [F1]
How many VCR's, DVD players, or digital video recorders (do/does) ^YOU_YRCU have?
<0,D,R> [goto S1C_END]
<1-5>
[goto B_S1C.INCLHOME]
<6-99> [goto ERR1_VIDEO_EQ]
Enter 0 for none
^WASWERE included in the home when you moved in?
<1,2,D,R>
[goto next question on grid]
[If no more screeners, goto S1C_end]
Page 41 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
02
Tag Name
STLRENT
02
OWNED
Variable Name
STLRENT
OWNED
Question Text
1. Yes
2. No
Last time ^YOU_YRCU reported renting these living quarters.
Do you still rent?
1. Yes
2. No
3. No -Buying the sample unit
Do you own this home?
Skip Instructions
<1,D,R> [goto RENTED]
<2>
[goto RTASPAY]
<3>
[goto Section 3]
<1>
[goto Section 3]
<2,D,R> [goto RENTED]
Include households with mortgages as owners.
02
RENTED
02
MORERENT
RENTED
MORERENT
1. Yes
2. No
Do ^YOU_ANYMEM ^FSTILL pay rent for these living quarters?
1. Yes
2. No
Since the first of ^REF_MONTH have ^YOU_ANYMEM rented any houses, apartments, or temporary living
quarters NOT used entirely for business or vacation?
Do NOT include college or university regulated housing.
02
RENTX1
RENTX1
1. Yes
2. No
What was your total rental payment for ^REF_MONTH for this unit?
Include any extra charges for garage or parking facilities, but do not
include direct payments by local, state or federal agencies.
02
RENTX2
RENTX2
What was the total rental payment for ^TWO_MONTH for this unit?
02
RENTX3
RENTX3
What was your total rental payment for ^LAST_MONTH for this unit?
<1,D, R>
<2>
<1>
[IF INTNMBR = 1 goto BRent02.RENTX3]
[ELSE goto BRent02.RENTX1]
[goto BRent02.RTASPAY]
[IF INTNMBR = 1 goto BRent02.RENTX3]
[ELSE goto BRent02.RENTX1]
<2,D,R>
[goto S2_END]
<0-9999999> [IF RENTX1 gt 3000 then goto
ERR1_RENTX1]
[ELSE goto RENTX2]
[goto RENTX2]
<0-9999999> [IF RENTX2 gt 3000 then goto
ERR1_RENTX2]
[ELSE goto RENTX3]
[goto RENTX3]
<0-9999999>
[IF RENTX3 gt 3000 then goto
ERR1_RENTX3]
Page 42 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
(Include any extra charges for garages or parking facilities, but do not include direct payments by local, state
or federal agencies.)
02
RTELECT
RTELECT
Does the rental payment include the cost of -
[ELSE goto RTELECT]
[goto RTELECT]
<1,2,D,R> [goto RTGAS]
. . . Electricity?
02
RTGAS
RTGAS
1. Yes
2. No
Repeat if necessary
<1,2,D,R>
[goto RTWATER]
<1,2,D,R>
[goto RTHEAT]
<1,2,D,R>
[goto RTTRASH]
<1,2,D,R>
[goto RTPARK]
Does the rental payment include the cost of . . . . Gas?
02
RTWATER
RTWATER
1. Yes
2. No
Repeat if necessary
Does the rental payment include the cost of . . . Piped in water?
02
RTHEAT
RTHEAT
1. Yes
2. No
Repeat if necessary
Does the rental payment include the cost of . . . . Heating?
02
RTTRASH
RTTRASH
1. Yes
2. No
Repeat if necessary
Does the rental payment include the cost of . . . Trash/garbage collection?
02
RTPARK
RTPARK
1. Yes
2. No
Repeat if necessary
Does the rental payment include the cost of -
<1,2,D,R> [goto RTTELEPH]
Page 43 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
. . . Garage and parking facilities?
02
RTTELEPH
RTTELEPH
1. Yes
2. No
Repeate if necessary
Does the rental payment include the cost of -
<1,2,D,R>
[goto RTTVCABL]
<1,2,D,R>
[goto RTINTRNT]
<1,2,D,R>
[goto RTFUNSH]
<1,2,D,R>
[goto RTASPAY]
. . . Telephone services?
02
RTTVCABL
RTTVCABL
1. Yes
2. No
Repeat if necessary
Does the rental payment include the cost of . . . Television services?
02
RTINTRNT
RTINTRNT
1. Yes
2. No
Repeat if necessary
Does the rental payment include the cost of . . . Internet services?
02
RTFUNSH
RTFUNSH
1. Yes
2. No
Repeat if necessary
Does the rental payment include the cost of . . . Furniture?
02
RTASPAY
02
RTCOMPX
RTASPAY
RTCOMPX
1. Yes
2. No
Did ^YOU_ANYMEM receive any reduced or free rent for
this unit as a form of pay since the first of ^REF_MONTH?
1. Yes
2. No
What is the current monthly rental charge to another tenant for a similar unit?
<1>
<2,D,R>
[goto RTCOMPX]
[goto RTBSNS]
<0-999999> [IF RTCOMPX lt 100 or gt 1550 then goto
ERR1_RTCOMPX]
[ELSE goto REGRNTX]
Page 44 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
02
REGRNTX
REGRNTX
What is your regular rental payment?
[goto REGRNTX]
<0-999999> [IF REGRNTX gt 1463 then goto
ERR1_REGRNTX]
[ELSE goto RTBSNS]
02
RTBSNS
RTBSNS
Is any portion of this unit used for your own business?
1. Yes
2. No
02
RTBSNSZ
RTBSNSZ
What percent of the rental payment is counted as a business expense?
Enter to the nearest whole percent.
[goto RTBSNS]
<1>
[goto RTBSNSZ]
<2,D,R>
[IF STLRENT = 2 AND RTASPAY = 2 then goto
CK_RTBSNS]
[ELSEIF STLRENT = 2 AND (PSU = 06037,
06073, 06075, 06087, 06097, 11001, 24021, 24043, 34003,
34013, 34017,34023, 34027, 34031, 34037, 36005,
36047,36059, 36061, 36081, 36085, 36087, 36103, 36119)
goto RENTCONT]
[ELSE goto MORERNT]
<1-99,D,R> [IF RTBSNSZ = 100 AND (PSU = 06037,
06073, 06075, 06087, 06097, 11001, 24021, 24043, 34003,
34013, 34017, 34023, 34027, 34031, 34037, 36005,
36047, 36059, 36061, 36081, 36085, 36087,
36103,36119),
goto RENTCONT]
[ELSE goto MORERNT]
<100> [ERR2_RTBSNSZ]
02
RENTCONT
02
MORERNT
RENTCONT
Is this unit under rent control?
<1,2,D,R>
MORERNT
1. Yes
2. No
Since the first of ^REF_MONTH, have ^YOU_ANYMEM
rented any other houses, apartments, or temporary living
quarters NOT used entirely for business or vacation?
<1>
[goto MORERNT]
[IF INTNMBR = 1 goto RENTX3]
[ELSE goto RENTX1]
<2,D,R>
[goto S2_END]
Do NOT include college or university regulated housing.
1. Yes
2. No
Form_Pane_Layouts
03
S3_INTRO
S3_INTRO (3A1)
(Now I am going to update the information you provided in the last interview for owned living quarters and
other owned real estate./Now I am going to ask about owned living quarters and other owned real estate.)
<1> [If there are records on input with 8500.OPB_STAT =
1, goto S3A1_INV]
Page 45 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
03A1
Tag Name
STILOWN
Variable Name
STILOWN
Question Text
Skip Instructions
^CU_DODOES ^YOU_YRCU still own your (property description)?
[If INTNMBR = 2-5 and there are no records on
input with 8500.OPB_STAT=1 goto PURPROP]
<1,2,D,R> [goto BSNSEXPA]
Prop #|Description |Type |# Mort|# LSHEL |# LCHEL
03A1
BSNSEXPA
BSNSEXPA
1. Yes
2. No
(Are/Were) any of the expenses for this property deducted
as a farm, rental, or business expense?
Prop # |Description |Type |# Mort|# LSHEL |# LCHEL
1. Yes
2. No
03A1
OBSNSZBA
OBSNSZBA
What percent of the expenses for this property (is/was) deducted?
Include the portion used for business, farming, or rented to someone outside the household.
Prop # |Description |Type |# Mort|# LSHEL |# LCHEL
03A1
MCHANGE
03A1
MORTCHNG
MCHANGE
MORTCHNG
(Since your last interview, have there been any changes to your ^mortgage_lumpsum such as refinancing, a
change in property taxes or insurance, ending the loan, or paying less than the required amount?/For the
^mortgage_lumpsum in which you reported a payment ^I_MRTPMTX, since your last interview, have there
been any changes to that ^mortgage_lumpsum, such as refinancing, a change in property taxes or insurance,
ending the loan, or paying less than the required amount?)
1. Yes
2. No
What was the reason for the change in your
(mortgage/lump sum home equity loan) for your (property description)?
1. Change in escrow payment (include changes in property taxes, insurance)
2. Change in interest rate
3. Paid off
<1>
[goto OBSNSZBA]
<2,D,R> [IF there are previously reported loans with
8500.LOANTYPE = 1, 2 AND 8500.OPF_STAT = 1, goto
BMCHANGE Block]
[ELSEIF there are previously reported loans with
8500.LOANTYPE = 3 AND 8500.OPH_STAT = 1, exit block
and goto PDLOAN2 in the THomeEquity block]
[ELSEIF (no loans) OR (all previously reported
loans have been updated) exit block and goto ADDMORT
in the TAddMort block]
<1-99,D,R> [IF (there are previously reported loans with
8500.LOANTYPE = 1, 2) AND 8500.OPF_STAT = 1) goto
MCHANGE]
[ELSEIF (there are previously reported loans with
8500.LOANTYPE = 3) AND (8500.OPH_STAT = 1) exit
block and goto PDLOAN2 in the THomeEquity block]
[ELSEIF (no loans) OR (all previously reported
loans have been updated) exit block and goto ADDMORT in
the TAddMort Block]
<100> [goto ERR2_OBSNSZBA]
<1>
[goto MORTCHNG]
<2,D,R> [IF 8500.FIXEDRTE = 1 goto MCHANGE for the
next loan for this property with 8500.LOANTYPE = 1, 2 and
8500.OPF_STAT = 1
IF there are loans with LOANTYPE = 3 and
OPF_STAT = 1 goto PDLOAN2 in THomeequity block
ELSE goto ADDMORT in TAddmort block]
[ELSEIF goto PYMTJX1]
<1,4>
[goto PYRINIJ]
<2>
[goto NEWMRRTJ]
<3>
[goto MORTCHMO]
<5,6,8,9,D,R> [goto ORWHAT]
<7> [goto PYMTJX1]
Page 46 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
03A1
Tag Name
ORWHAT
Variable Name
ORWHAT
Question Text
Skip Instructions
4. Change in amount of the graduated payment for a graduated payment ^LOAN
5. ^MORTGAGE_LUMPSUM2 renegotiated (rollover or renegotiable ^MORTGAGE_LUMPSUM)
6. Refinanced ^MORTGAGE_LUMPSUM (this includes changing the term of the ^MORTGAGE_LUMPSUM)
7. Paid less than the required amount
8. Other reasons
9. More than one of the above
Is this a 30-year (mortgage/lump sum home equity loan), a 15-year
(mortgage/lump sum home equity loan), or something else?
<1,2,D,R> [goto FIXEDRTJ]
<3>
[goto MRTTERMJ]
<1-50,D,R> [goto FIXEDRTJ]
03A1
MRTTERMJ
MRTTERMJ
1. 30-year
2. 15-year
3. Other-specify
Enter number of years.
03A1
FIXEDRTJ
FIXEDRTJ
Is this a fixed rate (mortgage/lump sum home equity loan)?
03A1
PAYTYPJ
PAYTYPJ
1. Yes
2. No
There are many different kinds of (mortgage/lump sum home equity loan) (s).
Which one of these comes closest to Yours Your CU's?
Read each item on list.
Mark all that apply, separate with commas.
1. Variable or adjustable interest rate (ARM)
2. Interest only
3. Something else - specify
Specify:
03A1
PAYTOTHJ
PAYTOTHJ
03A1
ORGMRTJX
ORGMRTJX
What was the amount of the (mortgage/lump sum home equity loan) when
^YOU_YRCU first obtained it, not including any interest?
03A1
NEWMRRTJ
NEWMRRTJ
? [F1]
What is the current interest rate for this (mortgage/lump sum home equity loan)?
<1>
<2,D,R>
[goto ORGMRTJX]
[goto PAYTYPJ]
<1-3,D,R> [If PAYTYPJ = 1 AND FIXEDRTJ = 2 goto
CK_PAYTYPJ]
[ELSEIF precode 3 is selected goto PAYTOTHJ]
[ELSE goto ORGMRTJX]
<30 characters> [goto ORGMRTJX]
<1-99999999> [IF (8500.OWNYB = 100 and ORGMRTJX lt
5000 or gt 315000) OR
(8500.OWNYB = 200 and ORGMRTJX lt 3000 or gt
350000) OR
(8500.OWNYB = 300 and ORGMRTJX lt 3000 or gt
400000) OR
(8500.OWNYB = 400 and ORGMRTJX lt 1000 or gt
124900) OR
(8500.OWNYB = 500 and ORGMRTJX lt 2000 or gt
300000) then goto ERR1_ORGMRTJX]
[ELSE goto NEWMRRTJ]
[goto NEWMRRTJ]
<00.000-99.999> [IF entry lt 5 or gt 14 goto
ERR1_NEWMRRT]
[ELSE goto PYRINIJ]
Page 47 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
03A1
PYRINIJ
PYRINIJ
Question Text
Enter percent including decimal
7
On Your Your CU's last regular payment, which of these things
were included?
Enter all that apply, separate with commas
03A1
PYJOTH
PYJOTH
1. Principal
2. Interest
3. Property taxes
4. Property insurance
5. Mortgage guarantee insurance
6. Any other payments-specify
77. Don't know
Specify:
03A1
MRTPMTJX
MRTPMTJX
How much is Your Your CU's (mortgage/lump sum home equity loan) payment per month?
03A1
PRININJX
PRININJX
How much of that amount is for (principal / interest/principal and interest)?
03A1
MORTCHMO
MORTCHMO
In what month did (you pay off your (mortgage/lump sum home equity loan)?/your (mortgage/lump sum home
equity loan) change?)?
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
Skip Instructions
[goto PYRINIJ]
<1-5,77,R> [IF both 1 and 2 were NOT selected then goto
CK_PYRINIJ]
[ELSEIF 8500.FIXEDRTE = 2,D,R or FIXEDRTJ =
2,D,R
goto MORTCHMO]
[ELSE goto MRTPMTJX]
<6>
[goto PYJOTH]
<30 characters> [If 8500.FIXEDRTE = 2,D,R or FIXEDRTJ
= 2,D,R goto MORTCHMO], else [goto MRTPMTJX]
<1-99999999,D,R> [IF entry lt 246 or gt 2690 goto
ERR1_MRTPMTJX]
[ELSEIF any codes 3 - 6 are selected in PYRINIJ
goto PRININJX]
[ELSE goto MORTCHMO]
<0-99999999> [IF entry lt 40 or gt 2700 goto
ERR1_PRININJX]
[ELSEIF PRININJX gt MRTPMTJX goto
CK_PRININJX]
[ELSE goto MORTCHMO]
[goto MORTCHMO]
<1-12,D,R> [IF ENTRY is not in the reference period and
ne D, R goto CK_MORTCHMO]
[[If (FIXEDRTJ = 2, D, R) or (FIXEDRTJ ne 1 AND
8500.FIXEDRTE = 2, D, R) goto PYMTJX1]
else goto MCHANGE for next loan for this
property with 8500.LOANTYPE = 1, 2 and
8500.OPF_STAT = 1 ]
[If no more loans with (8500.LOANTYPE = 1, 2 and
8500.OPF_STAT = 1) for this property AND there are loans
for this property with 8500.LOANTYPE = 3 and
8500.OPH_STAT = 1, goto PDLOAN2 in Thomequity block]
[ELSE goto ADDMORT in TAddmort block]
Page 48 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
03A1
PYMTJX1
PYMTJX1
11. November
12. December
How much was Your Your CU's payment on this ^mortgage_lumpsum in ^REF_MONTH?
03A1
PRNINJX1
PRNINJX1
How much of that amount is for ^prinint_fill?
03A1
PYMTJX2
PYMTJX2
How much was Your Your CU's payment on this ^mortgage_lumpsum in ^TWO_MONTH?
03A1
PRNINJX2
PRNINJX2
How much of that amount is for (principal / interest/principal and interest)?
03A1
PYMTJX3
PYMTJX3
How much was Your Your CU's payment on this (mortgage/lump sum home equity loan) in ^LAST_MONTH?
Skip Instructions
<1-99999999,D,R> [IF PYMTJX1 lt 246 or gt 2690 and ne D
or R then goto ERR1_PYMTJX1]
[ELSEIF (any codes 3-6 selected in PYRINIJ) or
8500.PAYPROTX = 3 or 8500.PAYPROIN = 4 or
8500.PAYMORIN = 5 or 8500.PAYOTHER = 6 goto
PRNINJX1]
[ELSE goto PYMTJX2]
<0>
[goto PYMTJX2]
<0-99999999> [IF PRNINJX1 lt 40 or gt 2700, goto
ERR1_PRNINJX1]
[ELSEIF PRNINJX1 gt PYMTJX1, goto
CK_PRNINJX1]
[ELSE goto PYMTJX2]
[goto PYMTJX2]
<1-99999999,D,R> [IF PYMTJX2 lt 246 or gt 2690 and ne
D or R goto ERR1_PYMTJX2]
[ELSEIF any codes 3 to 6 selected in PYRINIJ or
8500.PAYPROTX = 3 or 8500.PAYPROIN = 4 or
8500.PAYMORIN = 5 or 8500.PAYOTHER = 6 goto
PRNINJX2]
[ELSE PYMTJX3]
<0>
[goto PYMTJX3]
<0-99999999> [IF PRNINJX2 gt PYMTJX2, goto
CK_PRNINJX2]
[ELSEIF PRNINJX2 lt 40 or gt 2700, goto
ERR1_PRNINJX2]
[ELSE goto PYMTJX3]
[goto PYMTJX3]
<0-99999999,D,R> [IF PYMTJX3 lt 246 or gt 2690 and ne
D or R goto ERR1_PYMTJX3
[ELSEIF (any codes 3 to 6 selected in PYRINIJ) or
8500.PAYPROTX = 3 or 8500.PAYPROIN = 4 or
8500.PAYMORIN = 5 or 8500.PAYOTHER = 6) goto
PRNINJX3]
[ELSE goto MCHANGE for the next loan for this
property with 8500.LOANTYPE = 1 or 2 AND
8500.OPF_STAT = 1]
[If no more loans and there are loans with
Page 49 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
03A1
Tag Name
PRNINJX3
03A1
03A1
PDLOAN2
PD2AMTX1
Variable Name
PRNINJX3
PDLOAN2
PD2AMTX1
Question Text
How much of that amount is for (principal / interest/principal and interest)?
Since the first of ^ REF_MONTH, (have/has) ^YOU_YRCU
made any payments for your line of credit home equity loan?
1. Yes
2. No
What was the total amount paid in ^REF_MONTH?
Skip Instructions
8500.LOANTYPE = 3 goto PDLOAN2 in THomeequity block
else goto ADDMORT in TAddmort block]
<0-99999999> [IF PRNINJX3 gt PYMTJX3 goto
CK_PRNINJX3]
[ELSEIF PRNINJX3 lt 40 or gt 2700 goto
ERR1_PRNINJX3]
[goto MCHANGE for next loan for this property
with 8500.LOANTYPE = 1 or 2 AND 8500.OPF_STAT = 1]
[IF no more loans with 8500.loantype = 1 or 2 and
there are loans with 8500.LOANTYPE = 3, goto PDLOAN2]
[ELSE goto ADDMORT]
[goto MCHANGE for next loan for this property with
8500.LOANTYPE = 1 or 2 AND 8500.OPF_STAT = 1]
[IF no more loans with 8500.loantype = 1 or 2 and
there are loans with 8500.LOANTYPE = 3 goto PDLOAN2]
[ELSE goto ADDMORT]
<1>
[goto PD2AMTX]
<2,D,R> [goto TOTOWED2]
<1-99999999> [IF (8500.OWNYB = 1 and PD2AMTX1 lt 15
or gt 6000) OR (8500.OWNYB = 200-500 and PD2AMTX1 lt
35 or gt 35000) goto ERR1_PD2AMTX1]
[ELSEIF INTNMBR = 1 goto TOTOWED2]
[ELSE goto PD2AMTX2]
<0,D,R> [IF INTNMBR = 1 goto TOTOWED2]
[ELSE goto PD2AMTX2]
03A1
PD2AMTX2
PD2AMTX2
What was the total amount paid in ^TWO_MONTH?
<1-99999999> [IF (8500.OWNYB = 1 and PD2AMTX2 lt 14
or gt 6000) OR (8500.OWNYB = 200-500 and PD2AMTX2
lt 34 or gt 35000)
goto ERR1_PD2AMTX2]
[ELSE goto PD2AMTX3]
<0,D,R> [goto PD2AMTX3]
03A1
PD2AMTX3
PD2AMTX3
What was the total amount paid in ^LAST_MONTH?
<1-99999999> [IF (8500.OWNYB = 1 and PD2AMTX3 lt 14
or gt 6000) OR (8500.OWNYB = 200-500 and PD2AMTX3 lt
34 or gt 35000) goto ERR1_PD2AMTX3]
Page 50 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
[ELSE goto TOTOWED2]
03A1
TOTOWED2
TOTOWED2
How much was owed before the last payment?
03A1
ADDMORT
ADDMORT
Since the first of ^REF_MONTH, (have/has) ^YOU_YRCU
obtained any (additional/
) mortgages, including second mortgages or home
equity loans, for your (property description)?
<0,D,R> [goto TOTOWED2]
<0-99999999,D,R> [IF TOTOWED2 lt PD2AMTX3, goto
CK_TOTOWED2]
[ELSEIF (8500.OWNYB = 100 and TOTOWED2 lt
165 or gt 104400) OR (8500.OWNYB = 200-500 and
TOTOWED2 lt 2000 or gt 100000) goto
ERR1_TOTOWED2]
[goto PDLOAN2 for next loan for this property with
8500.LOANTYPE = 3 and 8500.OPH_STAT = 1]
[if no more loans for this property with
8500.LOANTYPE = 3 and 8500.OPH_STAT = 1,
goto ADDMORT]
<1>
[goto HEQUITY]
<2,D,R> [Exit block and goto S3A1_CHK1]
(do not include reverse mortgages.)
03A1
03A1
HEQUITY
HELTYPE
HEQUITY
1. Yes
2. No
Was this a mortgage or home equity loan?
HELTYPE
1. Mortgage
2. Home Equity loan
There are two basic types of home equity loans:
<1,D,R>
<2>
[goto OTHLOAN]
[goto HELTYPE]
<1,2, D, R>
[goto OTHLOAN]
A loan where ^YOU_YRCU received the entire lump-sum
borrowed when ^YOU_YRCU took out the loan; or
A line of credit loan where ^YOU_YRCU can increase the
amount borrowed by simply writing a check or using a special
credit card.
Which type more closely describes this new home equity loan?
03A1
OTHLOAN
OTHLOAN
1. Lump sum home equity loan
2. Line of credit home equity loan
Did you have any other new mortgages or home equity loans for (property description)?
<1>
[goto HEQUITY for the next row]
Page 51 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
DISPMTHD
1. Yes
2. No
You said ^YOU_YRCU no longer (own/owns) your (property description).
Did ^YOU_YRCU sell it, give it to someone outside your household, or do
something else with it?
Skip Instructions
<2,D,R> [Exit block and goto S3A1_CHK1]
03D
DISPMTHD
03D
DISPOTH
DISPOTH
03D
DISPYR
DISPYR
03D
DISPMO
DISPMO
03D
DISPX
DISPX
1. Sold the property or traded the property in
2. Gave it to someone outside household
3. Something else, other - specify
Specify:
In what year did ^YOU_YRCU (sell( trade) this property/give this property to someone outside your
CU/dispose of this property)?
In what month did ^YOU_YRCU (sell( trade) this property/give this property to someone outside your
CU/dispose of this property)?
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
What was the selling price (trade-in value)?
<1,2,D,R> [goto DISPYR]
<3>
[goto DISPOTH]
<30 Characters>
<1998 - 9999,D,R>
[goto DISPYR]
[goto DISPMO]
<1-12,D,R> [IF DISPMO and DISPYR not within the
reference period, goto ERR3_DISPMO]
[ELSEIF DISPMTHD = 1 AND (DISPMO and
DISPYR are within the reference period, goto DISPX]
[Else goto S3D_END]
<0-99999999> [IF ENTRY lt 750 or gt 399900, goto
ERR1_DISPX]
[ELSE goto DISPEXPX]
[goto DISPEXPX]
03D
DISPEXPX
03F
ORG_INTR
DISPEXPX
ORG_INTR
11
? F1
Here is a list of some of the costs people may have when selling
(trading) property. Looking at the list may help you remember
what Your Your CU's expenses were. What were Your Your CU's
total expenses in selling (trading) this property?
Now I will ask some questions about your (1st/2nd/3rd/etc.) (mortgage/lump sum home equity loan).
These questions refer to the (mortgage/lump sum home equity loan) you are currently making payments on.
<0-99999999> [IF ENTRY 28000 goto ERR1_DISPEXPX]
[ELSEIF DISPEXPX gt DISPX goto
CK_DISPEXPX]
[ELSE goto S3D_END]
[goto S3D_END]
<1> [goto ORGMRTX]
<2> [goto S3FG_END]
Page 52 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
03F
ORGMRTX
ORGMRTX
03F
FRSTPYYR
FRSTPYYR
Question Text
1. Continue
2. Delete the loan
What was the amount of the (mortgage/lump sum home equity loan) when ^YOU_YRCU first obtained it, not
including any interest?
In what year did ^YOU_YRCU make the first payment
on this (mortgage/lump sum home equity loan)?
Skip Instructions
<1-99999999> [IF (OWNYB = 100 and ORGMRTX lt 5000 or
gt 315000) OR (OWNYB = 200 and ORGMRTX lt 3000 or
gt 350000) OR (OWNYB = 300 and ORGMRTX lt 3000 or gt
400000) OR (OWNYB = 400 and ORGMRTX lt 1000 or gt
124900) OR (OWNYB = 500 and ORGMRTX lt 2000 or gt
300000) goto ERR1_ORGMRTX]
[ELSE goto FRSTPYYR]
[goto FRSTPYYR]
<1900-9999> [IF gt 2010 or lt 1970, goto
ERR1_FRSTPYYR]
[ELSE goto FRSTPYMO]
03F
FRSTPYMO
03F
MTERM
FRSTPYMO
MTERM
In what month did ^YOU_YRCU make the first payment
on this (mortgage/lump sum home equity loan)?
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
Is this a 30 year (mortgage/lump sum home equity loan), a 15 year
(mortgage/lump sum home equity loan), or something else?
1. 30-year
2. 15-year
3. Something else
[goto FRSTPYMO]
<1-12,D,R> [IF FRSTPYYR and FRSTPYMO are gt (current
month + 2 and year) then goto CK_FRPSTYMO]
[ELSE MTERM]
<1>
[IF (current year) - (FRSTPYYR) gt 30, goto
CK_S3FG]
[ELSE goto NEWMRRT]
<2>
[IF (current year) - (FRSTPYYR) gt 15, goto
CK_S3FG]
[ELSE goto NEWMRRT]
<3>
[goto MORTTERM]
[goto NEWMRRT]
Page 53 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
03F
MORTTERM
MORTTERM
Question Text
Skip Instructions
Enter number of years
<1-50> [IF (current year) - (FRSTPYYR) gt MORTTERM,
goto CK_S3FG]
[ELSEIF ENTRY lt 5 or gt 30, goto
ERR1_MORTTERM]
[ELSE goto NEWMRRT]
03F
NEWMRRT
NEWMRRT
What is the current interest rate on this (mortgage/lump sum home equity loan)?
Enter percent including decimal
[goto NEWMRRT]
<00.000-99.999> [IF ENTRY lt 4 or gt 14, goto
ERR1_NEWMRRT]
[ELSE goto FIXEDRTE]
[goto FIXEDRTE]
03F
FIXEDRTE
03F
PAYTYPE
FIXEDRTE
PAYTYPE
Is this a fixed rate (mortgage/lump sum home equity loan)?
1. Yes
2. No
There are many different kinds of (mortgage/lump sum home equity loan)(s).
Which of these comes closest to Yours Your CU's?
Read each item on list
Mark all that apply, separate with commas
03F
PAYTOTHF
03F
PAYTOTHF
PAYINCL
1. Variable or adjustable rate of interest (ARM)
2. Interest only
3. Other - specify
Specify:
7
[F1]
On Your Your CU's last payment, which of these things were included?
Read each item on list
<1>
<2,D,R>
[goto PAYINCL]
[goto PAYTYPE]
<1-3,D,R> [IF FIXEDRTE = 2 AND PAYTYPE = 1, goto
CK_PAYTYPE]
[ELSEIF precode 3 is selected goto PAYTOTHF]
[ELSE goto PAYINCL]
<30 characters>
[goto PAYINCL]
<1-6,77,R> [IF 1 and 2 were not selected, goto
CK_PAYINCL]
[ELSEIF 6 selected, goto PAYOTHF]
[ELSEIF FIXEDRTE = 1 goto MRTPMTX]
[ELSEIF INTNMBR = 2-5 goto PAYMTX1]
[ELSE goto PAYMTX3]
Enter all that apply, separate with commas
1. Principal
2. Interest
3. Property taxes
4. Property insurance
5. Mortgage guarantee insurance
Page 54 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
<30 characters>
03F
PAYOTHF
PAYOTHF
6. Any other payments-specify
77. Don't know
Specify:
03F
MRTPMTX
MRTPMTX
How much is Your Your CU's (mortgage/lump sum home equity loan) payment per month?
03F
PRININTX
PRININTX
How much of that amount was for ^prinint_fill?
03F
PAYMTX1
PAYMTX1
How much was Your Your CU's payment on this (mortgage/lump sum home equity loan) in ^REF_MONTH?
03F
PRNINTX1
PRNINTX1
How much of that amount was for ^prinint_fill?
03F
PAYMTX2
PAYMTX2
How much was Your Your CU's payment on this (mortgage/lump sum home equity loan) in ^TWO_MONTH?
[IF FIXEDRTE = 1 goto MRTPMX]
[ELSEIF INTNMBR = 2-5 goto PAYMTX1]
[ELSE goto PAYMTX3]
<1-99999999> [IF MRTPMTX gt ORGMRTX goto
CK_MRTPMTX]
[ELSEIF entry lt 125 or gt 2700 goto
ERR1_MRTPMTX]
[ELSEIF any codes 3-6 are selected in PAYINCL
goto PRININTX]
[ELSE goto S3FG_END]
[IF any codes 3-6 are selected in PAYINCL
goto PRININTX]
[ELSE goto S3FG_END]
<0-99999999> [IF PRININTX gt MRTPMTX goto
ERR_PRININTX]
[ELSEIF entry lt 75 or gt 2500 goto
ERR1_PRININTX]
[ELSE goto S3FG_END]
[goto S3FG_END]
<0> [goto PAYMTX2]
<1-99999999,D,R> [IF entry lt 125 or gt 2700 goto
ERR1_PAYMTX1]
[ELSEIF any codes 3-6 selected in
PAYINCL
goto PRNINTX1]
[ELSE goto PAYMTX2]
<0-99999999> [IF PRNINTX1 gt PAYMTX1 goto
CK_PRNINTX1]
[ELSEIF entry lt 75 or gt 2500 goto
ERR1_PRNINTX1]
[ELSE goto PAYMTX2]
[goto PAYMTX2]
<0> [goto PAYMTX3]
<1-99999999,D,R> [IF entry lt 125 or gt 2700 goto
ERR1_PAYMTX2]
[ELSEIF any codes 3-6 selected in
PAYINCL
goto PRNINTX2]
Page 55 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
03F
PRNINTX2
PRNINTX2
How much of that amount was for ^prinint_fill?
<0-99999999> [IF PRNINTX2 gt PAYMTX2 goto
ERR_PRNINTX2]
[ELSEIF entry lt 75 or gt 2500 goto
ERR1_PRNINTX2]
[ELSE goto PAYMTX3]
03F
PAYMTX3
PAYMTX3
How much was Your Your CU's payment on this (mortgage/lump sum home equity loan) in ^LAST_MONTH?
[ELSE goto PAYMTX3]
03F
PRNINTX3
PRNINTX3
How much of that amount is for ^prinint_fill?
PAIDLOAN
PAIDLOAN
(I'd like to ask some questions about (your/your CUs) line of credit home equity (loan/laons).)
Since the first of ^REF_MONTH, (have/has) ^YOU_YRCU
made any payments for Your Your CU's (this loan/1st/2nd/3rd/etc.)?
03
PDAMTX1
PDAMTX1
1. Yes
2. No
888. Delete this loan
What was the total amount paid in ^REF_MONTH?
[goto PAYMTX3]
<0,D,R> [goto S3FG_END]
<1-99999999> [IF entry lt 125 or gt 2700 goto
ERR1_PAYMTX3]
[ELSEIF any codes 3-6 selected in PAYINCL
goto PRNINTX3]
[ELSE goto S3FG_END]
<0-99999999> [IF PRNINTX3 gt PAYMTX3 goto
CK_PRNINTX3]
[ELSEIF PRNINTX3 lt 75 or gt 2500 goto
ERR1_PRNINTX3]
[ELSE goto S3FG_END]
[goto S3FG_END]
<1>
[goto PDAMTX1]
<2,D,R> [goto TOTOWED]
<888> [goto next loan]
<1-99999999> [IF (OWNYB = 100 and PDAMTX1 lt 15 or
gt 6000) OR (OWNYB = 200-500 and PDAMTX1 lt 35 or
gt 35000) goto ERR1_PDAMTX1
[ELSE goto PDAMTX2]
<0,D,R> [goto PDAMTX2]
03
PDAMTX2
PDAMTX2
What was the total amount paid in ^TWO_MONTH?
<1-99999999> [IF (OWNYB = 100 and PDAMTX2 lt 15 or
gt 6000) OR (OWNYB = 200-500 and PDAMTX2 lt 35 or
gt 35000) then goto ERR1_PDAMTX2]
[ELSE goto PDAMTX3]
<0,D,R>
[goto PDAMTX3]
Page 56 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
03
PDAMTX3
PDAMTX3
What was the total amount paid in ^LAST_MONTH?
<1-99999999> [IF (OWNYB = 100 and entry lt 15 or gt
6000) OR (OWNYB = 200-500 and entry lt 15 or gt 6000)
then goto ERR1_PDAMTX3
[ELSE goto TOTOWED]
<0,D,R>
03
TOTOWED
TOTOWED
How much was owed before the last payment?
03
MORTSPEC
MORTSPEC
Now I'm going to ask about other ownership costs
for your (property description).
[goto TOTOWED]
<0-99999999> [IF (OWNYB = 100 and entry lt 165 or gt
104400) OR (OWNYB = 200-500 and entry lt 2000 or gt
100000) AND (entry ne 0 )then goto ERR1_TOTOWED]
[ELSEIF (entry lt PDAMTX3 AND (PDAMTX3 ne D
and ne R)) OR (INTNMBR = 1 and entry lt PDAMTX1 AND
(PDAMTX1 ne D and ne R)) then goto CK_TOTOWNED]
[ELSE goto S3H_END]
[goto S3H_END]
<1>
[goto SPECIALX]
<2,D,R> [goto GRNDRENT]
Since the first of ^REF_MONTH, have ^YOU_ANYMEM
paid more than the amount required on any mortgage or
lump sum home equity loan for this property?
03
SPECIALX
SPECIALX
1. Yes
2. No
What was the total amount that ^YOU_YRCU paid extra?
03
SPECLXCM
SPECLXCM
How much of that amount was paid this month?
03
GRNDRENT
GRNDRENT
(Now I’m going to ask about ownership costs for your ^PROPDESC
[goto GRNDRENT]
<1>
[goto GRNDRNTX]
Since the first of ^REF_MONTH, (have/has)
^YOU_YRCU made any payments for ground or land rent
for (property description)?
<2,D,R> [If PROPTYPE = 1 goto PAYCONDO]
[If PROPTYPE = 2 goto COOPRG3]
[If PROPTYPE = 3 goto PAYHOASS]
<1-99999999> [If lt 8 or gt 14000, goto ERR1_SPECIALX]
[ELSE goto SPECLXCM]
[goto GRNDRENT]
<0-99999999> [IF SPECLXCM lt 5 or gt 1762 goto
ERR1_SPECLXCM]
[ELSEIF SPECLXCM gt SPECIALX, goto
CK_SPECLXCM]
[ELSE goto GRNDRENT]
Page 57 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
03
Tag Name
GRNDRNTX
Variable Name
Question Text
Skip Instructions
GRNDRNTX
1. Yes
2. No
What was the total amount paid?
<1-99999999>
[IF GRNDRNTX lt 45 or gt 2465 goto
ERR1_GRNDRNTX]
[ELSE goto GRNDRTCX]
03
GRNDRTCX
GRNDRTCX
How much of that amount was paid this month?
[If PROPTYPE = 1 goto PAYCONDO]
[If PROPTYPE = 2 goto COOPRG3]
[If PROPTYPE = 3 goto PAYHOASS]
<0-99999999> [IF GRNDRTCX = 1- 5 or gt 759 goto
ERR1_GRNDRTCX]
[ELSEIF GRNDRTCX gt GRNDRNTX goto
CK_GRNDRTCX]
[ELSEIF PROPTYPE = 1 goto PAYCONDO]
[ELSEIF PROPTYPE = 2 goto COOPRG3]
[ELSE goto PAYHOASS]
03
PAYHOASS
03
PAYCONDO
03I
COOPRG3
PAYHOASS
PAYCONDO
COOPRG3
(Do/Does) ^YOU_YRCU make regular payments to
a homeowner's association?
[IF PROPTYPE = 1 goto PAYCONDO]
[IF PROPTYPE = 2 goto COOPRG3]
[IF PROPTYPE = 3 goto PAYHOASS]
<1>
[goto HORCORG]
<2,D,R> [goto SPCLPAY2]
1. Yes
2. No
^CU_AreIs ^YOU_YRCU required to make regular payments
of condominium fees for general maintenance or management services?
<1>
[goto HORCORG]
<2,D,R> [goto SPCLPAY2]
1. Yes
2. No
7 ? [F1]
<12,R>
Now I'd like to ask you about payments ^YOU_YRCU ^make_makes directly
to the cooperative for Your Your CU's share of its costs.
Since the first of ^REF_MONTH, have ^YOU_ANYMEM
made any payments for any of the following things -
[goto SPCLPAY1]
<1-11,77> [IF 11 selected goto CORGOTH]
[ELSEIF there is a LOANTYPE = 1 for this
property
goto MGOTHER]
[ELSE goto MGOTHERX]
Read each item on list.
Page 58 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
Enter all that apply, separate with commas.
Enter 12 for No payments made.
03
CORGOTH
CORGOTH
03I
HORCORG
HORCORG
1. Repayment of loans owed by cooperative
2. Property taxes
3. Property insurance
4. Management
5. Repairs or maintenance, including lawn care or snow removal
6. Improvements
7. Recreational including swimming, golf or tennis facilities
8. Security including guards or alarm systems
9. Utilities such as gas, electricity, water, heat
10. Trash collection
11. Other
12. No payments made
77. Don't know
Specify:
7
? [F1]
Which of the following services and privileges were included in
those payments?
Read each item on list
Enter all that apply, separate with commas.
03
HORGOTH
HORGOTH
03
MGOTHER
MGOTHER
1. Management
2. Repairs or maintenance, including lawn care or snow removal
3. Improvements
4. Utilities such as gas, electricity, water, heat
5. Parking
6. Recreational including swimming, golf, or tennis facilities
7. Security including guards or alarm systems
8. Maid services
9. Medical services
10. Trash collection
11. Other
77. Don't Know
Specify:
Since the first of ^REF_MONTH, have you made ANY regular payments for
these services?
<30 characters> [IF at least one loan of LOANTYPE = 1 for
this property, goto MGOTHER]
[ELSE goto MGOTHERX]
<1-11,77> [IF 11 selected goto HORGOTH]
[ELSEIF there is at least one loan of
LOANTYPE = 1 on this property, goto MGOTHER]
[ELSE goto MGOTHERX]
[goto SPCLPAY2]
<30 characters> [IF at least one loan of LOANTYPE = 1 for
this property, goto MGOTHER]
[ELSE goto MGOTHERX]
<1,D,R> [goto MGOTHERX]
Page 59 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
<2>
03
MGOTHERX
MGOTHERX
1. Yes
2. No
Since the first of ^REF_MONTH, how much (have/has)
^YOU_YRCU paid for these services?
[IF PROPTYPE = 2 goto SPCLPAY1]
[ELSE goto SPCLPAY2]
<1-99999999> [IF OWNYB = 100 and MGOTHERX lt 10 or
gt 2100 goto ERR1_MGOTHERX]
[ELSEIF OWNYB = 200-500 and
MGOTHERX lt 5 or gt 2610 goto ERR1_MGOTHERX]
[ELSE goto MGOTHRCX]
<0,D,R>
03
MGOTHRCX
MGOTHRCX
How much of that amount was paid this month?
[IF PROPTYPE = 2 goto SPCLPAY1]
[ELSE goto SPCLPAY2]
<0-99999999> [IF OWNYB = D or R and MGOTHRCX =
1-5 or gt 11000 goto ERR1_MGOTHRCX]
[ELSEIF OWNYB = 100 and MGOTHRCX =
1-5 or gt 870 goto ERR1_MGOTHRCX]
[ELSEIF OWNYB = 200-500 and
MGOTHRCX = 1-5 or gt 635 goto ERR1_MGOTHRCX]
[ELSEIF MGOTHRCX gt MGOTHERX, goto
CK_MGOTHRCX]
[ELSEIF PROPTYPE = 2 goto SPCLPAY1]
[ELSE goto SPCLPAY2]
03
SPCLPAY1
SPCLPAY1
[IF PROPTYPE = 2 goto SPCLPAY1]
[ELSE goto SPCLPAY2]
<1>
[goto COOPSP3]
<2,D,R> [goto ASSESSMT]
7
(Have/Has) ^YOU_YRCU made any SPECIAL payments to
a management service?
03
SPCLPAY2
SPCLPAY2
1. Yes
2. No
7
<1>
[goto HOCOSP3]
<2,D,R> [goto ASSESSMT]
(Have/Has) ^YOU_YRCU made any SPECIAL payments to
a management service?
03I
COOPSP3
COOPSP3
1. Yes
2. No
7
? [F1]
<1-11,77,R> [IF 11 is selected goto COSPOTH)
Page 60 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
[ELSE goto SPECLX]
Since the first of ^REF_MONTH, what services were provided?
Enter all that apply, separate with commas
03
COSPOTH
COSPOTH
03I
HOCOSP3
HOCOSP3
1. Rapyment of loans owed by the cooperative
2. Property taxes
3. Property insurance
4. Management
5. Repairs or mantainence, including lawn care or snow removal
6. Improvements
7. Recreational including swimming, golf, or tennis facilitieds
8. Security including guards or alarm systems
9. Utilities such as gas, electricity, water, heat
10. Trash collection
11. Other
77. Don't Know
Specify:
7
? [F1]
<30 characters> [goto SPECLX]
<1-11,77,R> [IF 11 is selected, goto HOSPOTH]
[ELSE goto SPECLX]
Since the first of ^REF_MONTH, what services were provided?
Enter all that apply, separate with commas
1. Management
2. Repairs or maintenance, including lawn care or snow removal
3. Improvements
4. Utilities such as gas, electricity, water, heat
5. Parking
6. Recreational including swimming, golf, or tennis facilities
7. Security including guards or alarm systems
8. Maid services
9. Medical services
10. Trash collection
11. Other
77. Don't Know
Specify:
<30 characters> [goto SPECLX]
03
HOSPOTH
HOSPOTH
03
SPECLX
SPECLX
Since the first of ^REF_MONTH, how much were these
special payments?
<1-99999999> [IF SPECLX gt 6600 goto ERR1_SPECLX]
[ELSE goto SPECLCX]
03
SPECLCX
SPECLCX
How much of that amount was paid this month?
[goto ASSESSMT]
<0-99999999> [IF SPECLCX gt 2200 goto
ERR1_SPECLCX]
Page 61 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
[ELSEIF SPECLCX gt SPECLX goto
CK_SPECLCX]
[ELSE goto ASSESSMT]
03
ASSESSMT
03
ASSESSX
03
ASSESSCX
03
VAC_OCCQ
ASSESSMT
ASSESSX
ASSESSCX
VAC_OCCQ
Since the first of ^REF_MONTH ^CU_havehas2
^YOU_YRCU paid any special assessments to a local government
for construction or repair of roads, sidewalks, or other things like that?
1. Yes
2. No
What was the total amount paid?
How much of that amount was paid this month?
Since the first of ^REF_MONTH, how much time did you occupy this (timeshare/property)?
Enter quantity and select period on next screen.
03
VAC_OCCY
03
VAC_OTH
VAC_OCCY
VAC_OTH
Enter time period.
1. Days
2. Weeks
3. Months
4. Percent
5. Other, specify
Specify:
[goto ASSESSMT]
<1>
[goto ASSESSX]
<2,D,R> [IF OWNYB = 100 goto RNTEQVX]
[ELSEIFIF OWNYB = 300 goto VAC_OCCQ]
[ELSE goto S3I_END]
<1-99999999> [IF ASSESSX lt 6 or gt 77000 goto
ERR1_ASSESSX]
[ELSE goto ASSESSCX]
[IF OWNYB = 100 goto RNTEQVX]
[ELSEIF OWNYB = 300 goto VAC_OCCQ]
[ELSE goto S3I_END]
<0-99999999> [IF ASSESSCX gt 2058 goto
ERR1_ASSESSCX]
[ELSEIF ASSESSCX gt ASSESSX goto
CK_ASSESSCX]
[ELSEIF OWNYB = 100 goto RNTEQVX]
[ELSEIF OWNYB = 300 goto VAC_OCCQ]
[ELSE goto S3I_END]
[IF OWNYB = 100 goto RNTEQVX]
[ELSEIF OWNYB = 300 goto VAC_OCCQ]
[ELSE goto S3I_END]
<0,D,R> [IF 8500.TIMESHAR = 2, D or R goto VAC_SEC]
[ELSEIF 8500.TIMESHAR = 1 goto TIME_RNT]
[ELSE goto S3I_END]
<1-150> [goto VAC_OCCY]
<1-4,D,R> [IF 8500.TIMESHAR = 2, D or R goto
VAC_SEC]
[ELSEIF 8500.TIMESHAR = 1 goto TIME_RNT]
[ELSE goto S3I_END]
<5> [goto VAC_OTH]
<30 characters,D,R> [IF 8500.TIMESHAR = 2, D or R goto
VAC_SEC]
Page 62 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
[ELSEIF 8500.TIMESHAR = 1 goto
TIME_RNT]
03
VAC_SEC
VAC_SEC
03
VAC_RNTQ
VAC_RNTQ
03
VAC_RNTY
VAC_RNTY
Since the first of ^REF_MONTH, was this property either rented by someone outside your household or
available to be rented?
[ELSE goto S3I_END]
<1>
[goto VAC_RNTQ]
<2,D,R> [goto RNTEQVX]
1. Yes
2. No
Since the first of ^REF_MONTH, how much time was this property rented by someone outside your
household?
<0,D,R> [goto VAC_AVAQ]
<1-150> [goto VAC_RNTY]
Enter quantity and select period on next screen.
Enter time period.
03
VAC_ROTH
VAC_ROTH
1. Days
2. Weeks
3. Months
4. Percent
5. Other, specify
Specify:
03
VAC_AVAQ
VAC_AVAQ
Since the first of ^REF_MONTH, how much time was this property available to be rented?
Enter quantity and select period on next screen.
03
VAC_AVAY
VAC_AVAY
Specify
03
VAC_AOTH
VAC_AOTH
1. Days
2. Weeks
3. Months
4. Percent
5. Other, specify
Specify
03
RNTEQV2X
RNTEQV2X
If someone were to rent this home today, how much do you think it would rent for?
<1-4,D,R>
<5>
[goto VAC_AVAQ]
[goto VAC_ROTH]
<30 characters,D,R> [goto VAC_AVAQ]
0,D,R> [IF OWNYB = 300 goto RNTEQV2X] [ELSE goto
S3I_END]
<1-150> [goto VAC_AVAY]
<1-4,D,R> [IF OWNYB = 300 goto RNTEQV2X] [ELSE
goto S3I_END]
<5> [goto VAC_AOTH]
<30 characters,D,R> [IF OWNYB = 300 goto RNTEQV2X]
[ELSE goto S3I_END]
<1-999999> [IF RNTEQV2X lt 200 or gt 800 goto
ERR1_RNTEQV2X]
[ELSE goto RENTPERD]
Page 63 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
03
RENTPERD
RENTPERD
Question Text
Skip Instructions
[goto RENTPERD]
Ask if not already stated.
<1-3,D,R> [goto RENTUTIL]
<4>
[goto RNPEROTH]
What period of time does this rental amount cover?
03
RNPEROTH
RNPEROTH
1. Week
2. Month
3. Quarter
4. Other specify
Specify:
03
RENTUTIL
RENTUTIL
Does this amount include utilities?
RNTEQVX
1. Yes
2. No
If someone were to rent this (entire property/home) today, (including part of the property currently being used
for business, farming, or rented, ) how much do you think it
would rent for monthly, unfurnished and without utilities?
03
RNTEQVX
03
PROPVALX
PROPVALX
About how much do you think this property would sell for on today's market?
03
TIME_RNT
TIME_RNT
Since the first of ^REF_MONTH, did you rent this timeshare to someone outside your household?
03
RNTEQV3X
RNTEQV3X
1. Yes
2. No
If you were to rent this timeshare today to someone else, instead of using it yourself, how much would it rent
for weekly?
<30 characters> [goto RENTUTIL]
<1,2,D,R> [goto PROPVALX]
<1-999999> [IF (OWNYB = 100 and RNTEQVX lt 300 or gt
3000) OR (OWNYB = 200 and RNTEQVX lt 200 or gt 4000)
OR (OWNYB = 300 and RNTEQVX lt 200 or gt 8000) goto
ERR1_RNTEQVX]
[ELSEIF OWNYB = 100 OR (OWNYB = 300 AND
8500.TIMESHAR = 2, D or R goto PROPVALX]
[ELSE goto S3I_END]
[IF OWNYB = 100 OR (OWNYB = 300 AND
8500.TIMESHAR = 2, D or R goto PROPVALX]
[ELSE goto S3I_END]
<0-99999999> [IF OWNYB = 100 and PROPVALX lt 1000 or
gt 600000 OR (OWNYB = 300 and PROPVALX lt 3000 or gt
800000) goto ERR1_PROPVALX]
[ELSE goto S3I_END]
[goto S3I_END]
<1,2,D,R> [goto RNTEQV3X]
<1-99999> [IF OWNYB = 300 and RNTEQV3X lt 200 or gt
8000 goto ERR1_RNTEQV3X]
[ELSE goto PRPVAL2X]
[goto PRPVAL2X]
Page 64 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
03
PRPVAL2X
PRPVAL2X
If you were able to sell this timeshare, about how much do you think it would sell for on today's market?
<0-99999999> [IF OWNYB = 300 and PRPVL2X lt 3000 or
gt 800000 goto ERR1_PRPVL2X]
[ELSE goto S3I_END]
03A1
PURPROP
PURPROP
(Other than the Sample Unit which you recently acquired) ^SINCEFILL the first of
^REF_MONTH, (have/has) ^YOU_YRCU purchased or otherwise acquired
any property or real estate?
03A1
PCODE
PCODE
1. Yes
2. No
9
What kind of property(ies) is this new property or real estate?
Enter all that apply, separate with commas
03A1
NPROP2
NPROP2
1. A second home, vacation home, recreational property or timeshare
2. Commercial property for business or investment purposes only
3. Residential property for business or investment purposes only
4. Unimproved land with no buildings on it
5. Other property
9
? [F1]
How many second homes, vacation homes or recreational properties , including timeshares?
Exclude right-to-use timeshares, vacation clubs, or destination clubs.
03A1
NPROP6
NPROP6
9 ?F1
How many residential properties for business or investment purposes only?
03A1
NPROP4
NPROP4
How many were unimproved land with no buildings on it?
[goto S3I_END]
<1>
[goto PCODE]
<2,D,R> [goto 3A1_END]
<1-5> [if 1 selected goto NPROP2]
[if 2 selected goto CK_PCODE]
[if 3 selected goto NPROP6]
[if 4 selected goto NPROP4]
[if 5 selected goto NPROP5]
<1-20> [IF (Section 3A1 has been completed) and (the
FR attempts to lower the entry, goto CK_NPROP2)
[ELSEIF 3 selected in PCODE, goto NPROP6]
[ELSEIF 4 selected in PCODE, goto NPROP4]
[ELSEIF 5 selected in PCODE, goto NPROP5]
[ELSE goto S3A1_END]
<1-20> [IF (Section 3A1 has been completed) and (the
FR attempts to lower the entry, goto CK_NPROP6)
[ELSEIF 4 selected in PCODE, goto
NPROP4]
[ELSEIF 5 selected in PCODE, goto
NPROP5]
[ELSE goto S3A1_END]
<1-20>
[IF (Section 3A1 has been completed) and (the
FR attempts to lower the entry, goto CK_NPROP4]
[ELSEIF 5 selected in PCODE, goto NPROP5]
Page 65 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
[ELSE goto S3A1_END]
03A1
NPROP5
NPROP5
How many other properties?
03A2
S3_INTRO
S3_INTRO
Now I am going to ask about owned living quarters and other owned real estate.
<1-20> [IF (Section 3A1 has been completed) and (the FR
attempts to lower the entry, goto
CK_NPROP5]
[ELSE goto S3A1_END]
<1> [goto BSECT3A2 Block]
03A2
OTHERHOM
OTHERHOM
1. Enter 1 to Continue
Since the first of ^REF_MONTH, (have/has) ^YOU_YRCU
lived in any other home that ^YOU_ANYMEM still (own/owns)?
<1>
<2,D,R>
03
NOPROP
NOPROP
03
BUSPROP3
BUSPROP3
03
RESBUSPR
RESBUSPR
1. Yes
2. No
How many?
(Do/Does) ^YOU_YRCU own any commercial property only for
business or investment purposes?
1. Yes
2. No
(In the following questions, please do not include any of the commercial properties ^YOU_YRCU ^own_owns
only for business or investment purposes.)
[goto NOPROP]
[goto BUSPROP3]
<1-20,D,R> [IF (Section 3A2 has been completed) AND
(the FR attempts to lower the entry), goto CK_NOPROP]
[ELSEIF ENTRY gt 5 then goto
ERR1_NOPROP]
[ELSE goto BUSPROP3]
<1,2,D,R>
[goto RESBUSPR]
<1> [goto RES_NUM]
<2,D,R> [goto SECHOME]
(Do/Does) ^YOU_YRCU own any residential property only for business or investment purposes?
03
RES_NUM
RES_NUM
1. Yes
2. No
How many?
03
SECHOME
SECHOME
6
? [F1]
<1-20,D,R>
[goto SECHOME]
<1>
[goto SEC_NUM]
<2,D,R> [goto NOBUILD]
(In the following questions, please do not include any of the properties ^You_YRCU ^own_owns only for
Page 66 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
business or investment purposes.)
(Other than the property you have already mentioned.)
(Do/Does/do/does) ^YOU_YRCU own a second home, vacation home,
or recreational property, including timeshares?
Exclude right-to-use timeshares, vacation clubs, or destination clubs.
03
SEC_NUM
SEC_NUM
03
NOBUILD
NOBUILD
03
BUILDNUM
BUILDNUM
03
OTHREAL
OTHREAL
03
OTHNUM
OTHNUM
1. Yes
2. No
How many?
Other than property you have already mentioned, ^CU_dodoes2
^YOU_YRCU own any unimproved land, that is, land without
buildings on it?
1. Yes
2. No
How many?
(Do/Does) ^YOU_YRCU own any other real estate?
Please do not include any properties owned only for
business or investment purposes.
1. Yes
2. No
How many?
<1-20,D,R> [IF (Section 3A2 has been completed) AND
(the FR attempts to lower the entry), goto CK_SECNUM]
[ELSEIF ENTRY gt 5 then goto
ERR1_SECNUM]
[ELSE goto NOBUILD]
<1>
[goto BUILDNUM]
<2,D,R> [goto OTHREAL]
<1-20, D,R> [IF (Section 3A2 has been completed) AND
(the FR attempts to lower the entry)
goto CK_BUILDNUM]
[ELSEIF ENTRY gt 5 then goto
ERR1_BUILDNUM]
[ELSE goto OTHREAL]
<1>
<2,D,R>
[goto OTHNUM]
[goto NOLONGER]
<1-20,D,R> [IF (Section 3A2 has been completed) AND
(the FR attempts to lower the entry),
goto CK_OTHNUM]
Page 67 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
03
Tag Name
NOLONGER
Variable Name
NOLONGER
03
NUMPRPTY
NUMPRPTY
03
P_TYPE
P_TYPE
Question Text
Skip Instructions
Since the first of ^REF_MONTH, did ^YOU_YRCU own any
properties that ^YOU_YRCU no longer (own/owns)?
[ELSEIF ENTRY gt 5 then goto
ERR1_OTHNUM]
[ELSE goto NOLONGER]
<1>
[goto NUMPRPTY]
<2,D,R> [goto S3A2_END]
1. Yes
2. No
How many different properties?
<1-20>
6
? [F1]
What type of (property was it/properties were they)?
Enter all that apply, separate with commas.
1. A home in which ^YOU_YRCU used to live
2. Commercial property for business or investment purposes only
3. Residential property for business or investment purposes only
4. A second home, vacation home, recreation property, or timeshare
5. Unimproved land with no buildings on it
6. Other property
[IF (Section 3A2 has been completed) AND
(the FR attempts to lower the entry),
goto CK_NUMPRPTY]
[ELSEIF ENTRY gt 5 then goto
ERR1_NUMPRPTY]
[ELSE goto P_TYPE]
<1-6>
[goto S3A2_END]
[If NUMPRTY is D, R goto S3A2_END]
[If 1 selected in P_TYPE and NUMPRPTY is greater
than 1 goto HWMANY1]
[If only 1 selected in P_TYPE and NUMPRPTY = 1
goto S3A2_END]
[If 2 selected in P_TYPE and NUMPRPTY is greater
than 1 goto HWMANY2]
[If only 2 selected in P_TYPE and NUMPRPTY = 1
goto S3A2_END]
[If 3 selected in P_TYPE and NUMPRPTY is greater
than 1 goto HWMANY6]
[If only 3 selected in P_TYPE and NUMPRPTY = 1
goto S3A2_END]
[If 4 selected in P_TYPE and NUMPRPTY is greater
than 1 goto HWMANY3]
[If only 4 selected in P_TYPE and NUMPRPTY = 1
goto S3A2_END]
[If 5 selected in P_TYPE and NUMPRPTY is greater
than 1 goto HWMANY4]
[If only 5 selected in P_TYPE and NUMPRPTY = 1
goto S3A2_END]
Page 68 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
[If 6 selected in P_TYPE and NUMPRPTY is
greater than 1 goto HWMANY5]
[If only 6 selected in P_TYPE and NUMPRPTY = 1
goto S3A2_END]
03
HWMANY1
HWMANY1
How many homes in which ^YOU_YRCU used to live did ^YOU_YRCU dispose
of since ^REF_MONTH?
03
HWMANY2
HWMANY2
How many commercial business or investment properties did ^YOU_YRCU dispose of
since ^REF_MONTH?
03
HWMANY6
HWMANY6
How many residential business or investment properties did ^YOU_YRCU dispose of since ^REF_MONTH?
03
HWMANY3
HWMANY3
How many second homes, vacation homes, recreational properties, or timeshares
did ^YOU_YRCU dispose of since ^REF_MONTH?
03
HWMANY4
HWMANY4
How many unimproved land properties did ^YOU_YRCU dispose of since ^REF_MONTH?
[goto S3A2_END]
<1-9,D,R> [IF (Section 3A2 has been completed) AND
(the FR attempts to lower the entry),
goto CK_HWMANY1 ]
[ELSEIF 2 selected in P_TYPE goto HWMANY2]
[ELSEIF 3 selected in P_TYPE goto HWMANY6]
[ELSEIF 4 selected in P_TYPE goto HWMANY3]
[ELSEIF 5 selected in P_TYPE goto HWMANY4]
[ELSEIF 6 selected in P_TYPE goto HWMANY5]
[ELSE goto S3A2_CHK]
<1-9,D,R> [IF (Section 3A2 has been completed) AND
(the FR attempts to lower the entry),
goto CK_HWMANY2 ]
[ELSEIF 3 selected in P_TYPE goto HWMANY6]
[ELSEIF 4 selected in P_TYPE goto HWMANY3]
[ELSEIF 5 selected in P_TYPE goto HWMANY4]
[ELSEIF 6 selected in P_TYPE goto HWMANY5]
[ELSE goto S3A2_CHK]
<1-9,D,R> [IF (Section 3A2 has been completed) AND
(the FR attempts to lower the entry),
goto CK_HWMANY6]
[ELSEIF 4 selected in P_TYPE goto HWMANY3]
[ELSEIF 5 selected in P_TYPE goto HWMANY4]
[ELSEIF 6 selected in P_TYPE goto HWMANY5]
[ELSE goto S3A2_CHK]
<1-9,D,R>
[IF (Section 3A2 has been completed) AND
(the FR attempts to lower the entry),
goto CK_HWMANY3]
[ELSEIF 5 selected in P_TYPE goto HWMANY4]
[ELSEIF 6 selected in P_TYPE goto HWMANY5]
[ELSE goto S3A2_CHK]
<1-9,D,R> [IF (Section 3A2 has been completed) AND
(the FR attempts to lower the entry),
goto CK_HWMANY4]
[ELSEIF 6 selected in P_TYPE goto HWMANY5]
[ELSE goto S3A2_CHK]
Page 69 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
03
HWMANY5
HWMANY5
How many other properties did ^YOU_YRCU dispose of since ^REF_MONTH?
03B
WHICH_PROP
WHICH_PROP
(Now I am going to ask some questions about your owned properties./ Now I’m going to ask about your next
property.)
<1-9,D,R> [IF (Section 3A2 has been completed) AND
(the FR attempts to lower the entry),
goto CK_HWMANY5]
[ELSE goto S3A2_CHK]
<1>
[goto CK_WHICHPROP]
<2-6> [goto PROPDESC]
Enter type of property
03B
PROPDESC
03B
TIMESHAR
PROPDESC
TIMESHAR
1. Sample unit
2. Former Home
3. Vacation prop, Second home, Recreational property
4. Unimproved land
5. Residential business property
6. Other property
(Now I'm going to ask some questions about your Sample Unit.)
("* Briefly describe the (property type).)
<30 characters> [IF OWNYB = 300 goto TIMESHAR]
[ELSEIF OWNYB = 600 goto COUNTRY]
[ELSE goto SHARED2]
(* Press Enter to continue./* Enter 888 to delete this property.)
<888> [goto next property]
? [F1]
<1> [goto SHARWKS]
<2> [goto SHARED2]
Is this a time-sharing arrangement where ^YOU_YRCU (have/has) use of the property only for a specified time
each year?
03
SHARWKS
SHARWKS
1. Yes
2. No
How many weeks per year can ^YOU_YRCU use your timeshare?
03B
SHARED1
SHARED1
(Do/Does) ^YOU_YRCU own the timeshare with anyone else outside your household?
<1-99,D,R>
<1> [goto SHARPER2]
03B
SHARPER1
SHARPER1
1. Yes
2. No
What percent of the timeshare ^CU_dodoes2 ^YOU_YRCU own?
03B
SHARED2
SHARED2
(Do/Does) ^YOU_YRCU share ownership of the property with anyone else?
<1-52,D,R>
[goto SHARED1]
<1>
[goto SHARPER1]
<2,D,R> [goto COUNTRY]
[goto COUNTRY]
<2,D,R> [IF OWNYB = 300, goto COUNTRY]
[ELSEIF INTNMBR = 2-5 and NEWCU ne 1 AND
Page 70 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
1. Yes
2. No
What percentage of the property ^CU_dodoes2 ^YOU_YRCU own?
OWNYB ne 100 goto STILOWNB]
[ELSE goto BSNSEXP]
<1-99,D,R> [IF OWNYB = 300, goto COUNTRY]
[ELSEIF INTNMBR = 2-5 AND NEWCU ne 1
AND OWNYB ne 100 goto STILOWNB]
[ELSE goto BSNSEXP]
<1>
[goto STATE]
03B
SHARPER2
SHARPER2
03B
COUNTRY
COUNTRY
Ask if not apparent
If this is a timeshare with multiple locations, select the most often used location.
Where is the property located?
03B
STATE
STATE
1. United States
2. Foreign Country
? F1
03B
CNTYCODE
CNTYCODE
Enter the two character State abbreviation
What county is the property located in?
If the county name is not found, key X.
03B
OTHCNTY
OTHCNTY
Specify other county
03B
STILOWNB
STILOWNB
Ask if not apparent
<2,D,R> [IF INTNMBR = 2-5 AND NEWCU ne 1 and
OWNYB ne 100 goto STILOWNB]
[ELSE goto BSNSEXP]
<2 character state abbreviation, D,R> [goto CNTYCODE]
<30 characters, D,R> [IF INTNMBR = 2-5 AND NEWCU ne
1 AND OWNYB ne 100 goto STILOWNB]
[ELSE goto BSNSEXP]
[goto OTHCNTY]
<30 characters> [IF INTNMBR = 2-5 AND NEWCU ne 1
AND OWNYB ne 100 goto STILOWNB]
[ELSE goto BSNSEXP]
<1,2,D,R> IF OWNYB=600 goto S3B_END
ELSE [goto BSNSEXP]
Do you still own this property?
03B
BSNSEXP
BSNSEXP
03B
OBSNSZB
OBSNSZB
03B
BSNEXP2
BSNEXP2
1. Yes
2. No
(Are/Were) any of the expenses for this property deducted as a farm, rental, or business expense?
<1>
<2,D,R>
[goto OBSNSZB]
[If OWNYB = 100 goto BSNEXP2]
[ELSE goto ACQUIRYR]
1. Yes
2. No
What percent of the expenses for this property ^is_was2 deducted? Include the portion used for business,
farming, or rented to someone outside the household.
<1-99,D,R>
<100>
Is any part of this property you own rented to someone outside your houshold or used for business?
<1,2,D,R> [goto ACQUIRYR]
[goto ACQUIRYR]
[goto ERR2_OBSNSZB]
1. Yes
Page 71 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
03B
ACQUIRYR
ACQUIRYR
In what year did ^YOU_YRCU close or settle on this property?
<1900-9999,D,R> [goto ACQUIRMO]
03B
ACQUIRMO
ACQUIRMO
In what month did ^YOU_YRCU close or settle on this property?
GIFTPROP
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
Was this property received as a gift or inheritance?
<1-12> [IF ACQUIRMO and ACQUIRYR are in the future,
then goto CK_ACQUIRMO]
[ELSEIF ACQUIRMO/ACQUIRYR are within the
reference period, goto GIFTPROP]
[ELSE goto ANPROPTX]
OWN_PURX
1. Yes
2. No
6 ? [F1]
2. No
03B
GIFTPROP
03B
OWN_PURX
What was the total price paid for ^this_the property, not including
closing costs? Closing costs include the kinds of things listed
on page 6.
03B
CLOSECST
CLOSECST
6
? [F1]
About how much were the closing costs?
03B
OWNDPMTX
OWNDPMTX
What was the amount of the down payment?
[goto GIFTPROP]
<1,D,R>
<2>
[goto ANPROPTX]
[goto OWN_PURX]
<0-99999999> [IF (OWNYB = 100-300 and OWN_PURX lt
1500 or gt 485000) OR (OWNYB = 400 and OWN_PURX lt
100 or gt 250000) OR (OWNYB = 500 and OWN_PURX lt
1500 or gt 500000) then goto ERR1_OWNPURX]
[ELSE goto CLOSECST]
[goto CLOSECST]
<0-99999999> [IF CLOSECST gt OWN_PURX then goto
CK_CLOSECST]
[ELSEIF CLOSECST gt 17000 then goto
ERR1_CLOSCST]
[ELSE goto OWNDPMTX]
[got OWNDPMTX]
<0-99999999> [IF gt OWN_PURX then goto
CK_OWNDPMTX]
[ELSEIF OWNDPMTX gt 185000 then goto
ERR1_OWNDPMTX]
[ELSE goto ANPROPTX]
[goto ANPROPTX]
Page 72 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
03B
ANPROPTX
ANPROPTX
What ^arewere2 the annual property taxes for ^this_the property?
<0-99999999> [IF (OWNYB = 100 and ANPROPTX gt
15000) OR (OWNYB = 200 and ANPROPTX gt 8000) OR
(OWNYB = 300 and ANPROPTX gt 7000) OR (OWNYB =
400 and ANPROPTX gt 3000) OR (OWNYB = 500 and
ANPROPTX gt 11000) then goto ERR1_ANPROPTX]
[ELSEIF OWNYB = 400 goto S3B_END]
[ELSEIF OWNYB ne 400 AND NOT (OWNYB =
100 AND BUILDING (from Section 1C) = 1, 9 , 10) goto
PROPTYPE]
[ELSE goto S3B_END]
03B
PROPTYPE
PROPTYPE
Ask if not apparent.
If respondent doesn't know or refuses select pre-code 3.
[IF OWNYB = 400 goto S3B_END]
[ELSEIF OWNYB ne 400 AND NOT (OWNYB = 100
AND BUILDING (from Section 1C) = 1, 9 , 10) goto
PROPTYPE]
[ELSE goto S3B_END]
<1-3> [goto S3B_END]
^Is_Was this property a -
03D
DISPMTHD
DISPMTHD
03D
DISPOTH
DISPOTH
03D
DISPYR
DISPYR
03D
DISPMO
DISPMO
1. Condominium
2. Cooperative
3. Something else
You said ^YOU_YRCU no longer (own/owns) your (property description).
Did ^YOU_YRCU sell it, give it to someone outside your household, or do
something else with it?
1. Sold the property or traded the property in
2. Gave it to someone outside household
3. Something else, other - specify
Specify:
In what year did ^YOU_YRCU (sell( trade) this property/give this property to someone outside your
CU/dispose of this property)?
In what month did ^YOU_YRCU (sell( trade) this property/give this property to someone outside your
CU/dispose of this property)?
1. January
2. February
3. March
4. April
5. May
<1,2,D,R> [goto DISPYR]
<3>
[goto DISPOTH]
<30 Characters>
<1998 - 9999,D,R>
[goto DISPYR]
[goto DISPMO]
<1-12,D,R> [IF DISPMO and DISPYR not within the
reference period, goto ERR3_DISPMO]
[ELSEIF DISPMTHD = 1 AND (DISPMO and
DISPYR are within the reference period, goto DISPX]
[Else goto S3D_END]
IF intnmbr = 1 THEN
IF ((DISPMO = last_monthnum) OR (DISPMO =
Page 73 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
6. June
7. July
8. August
9. September
10. October
11. November
12. December
cur_monthnum))
AND ((DISPYR = Currentyear) OR (DISPYR =
(Currentyear - 1))) OR ((DISPMO = Interviewdate.MONTH)
AND (DISPYR =
Currentyear)) THEN do NOT display the error
ELSE Display the error message
ELSEIF intnmbr > 1 THEN {If it is not the first interview}
IF Cur_monthnum = 1 THEN {Current Month is January}
IF DISPMO = 1 AND DISPYR = (Currentyear) THEN
{Disposed of January of this year} do NOT display the error
ENDIF
IF (DISPMO = 10-12) AND DISPYR = (Currentyear 1) THEN {Disposed of Oct, Nov, Dec of last year} do NOT
display the error
ENDIF
ELSEIF Cur_monthnum = 2 THEN {Current Month is
February}
IF (DISPMO = 1 or 2) AND DISPYR = (Currentyear)
THEN
{Disposed of in Jan or Feb of this year}
do NOT display the error
ENDIF
IF (DISPMO = 11 or 12) AND DISPYR = (Currentyear 1)
THEN {Disposed of in Nov or Dec of last year}
do NOT display the error
ENDIF
ELSEIF Cur_monthnum = 3 THEN {Current Month is
March}
IF (DISPMO = 1-3) AND DISPYR = (Currentyear)
THEN
{Disposed of in Jan or Feb of this year}
do NOT display the error
ENDIF
IF DISPMO = 12 and DISPYR = (Currentyear - 1)
THEN
{Disposed of in Dec of last year}
do NOT display the error
ENDIF
ELSEIF
{Disposed of betweent the ref_month and current month of
this year}
( ( (DISPMO >= ref_monthnum) AND (DISPMO <=
cur_monthnum) ) AND (DISPYR = Currentyear) )
Page 74 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
03D
Tag Name
DISPX
Variable Name
DISPX
Question Text
What was the selling price (trade-in value)?
Skip Instructions
OR
{Disposed of this month and this year}
( (DISPMO = Interviewdate.MONTH)
AND (DISPYR = Currentyear) ) THEN do NOT display the
error
ELSE Display the error message
<0-99999999> [IF ENTRY lt 750 or gt 399900, goto
ERR1_DISPX]
[ELSE goto DISPEXPX]
[goto DISPEXPX]
03D
DISPEXPX
03E
PRESMORT
DISPEXPX
PRESMORT
03E
NUMMORT1
NUMMORT1
03E
HADMORT
HADMORT
03E
NUMMORT2
NUMMORT2
03E
MRTCPSHA
MRTCPSHA
11
? F1
Here is a list of some of the costs people may have when selling
(trading) property. Looking at the list may help you remember
what Your Your CU's expenses were. What were Your Your CU's
total expenses in selling (trading) this property?
Now I am going to ask about mortgages for your (property description).
Excluding home equity loans, (and reverse mortgages/
), ^CU_dodoes2 ^YOU_YRCU
presently have a mortgage on your (property description)?
1. Yes
2. No
How many mortgages (have/has) ^YOU_YRCU had on this
property since the first of ^REF_MONTH?
(Have/Has) ^YOU_YRCU had a mortgage on this property
since the first of ^REF_MONTH?
1. Yes
2. No
How many mortgages (have/has) ^YOU_YRCU had on this
property since the first of ^REF_MONTH?
Since the first of ^REF_MONTH, in addition to Your Your CU's share of the
cooperative's total costs, did ^YOU_YRCU make payments on a mortgage
<0-99999999> [IF ENTRY 28000 goto ERR1_DISPEXPX]
[ELSEIF DISPEXPX gt DISPX goto
CK_DISPEXPX]
[ELSE goto S3D_ENDD]
[goto S3D_END]
<1>
[goto NUMMORT1]
<2,D,R> [goto HADMORT]
<1-8,D,R> [IF (Section 3E has been completed) AND
(the FR attempts to lower the entry) then
goto CK_NUMMORT1]
[ELSE goto HOMEQ_YN]
<1>
[goto NUMMORT2]
<2,D,R> [goto HOMEQ_YN]
<1-8,D,R> [IF (Section 3E has been completed) AND
(the FR attempts to lower the entry)
then goto CK_NUMMORT2]
[ELSE goto HOMEQ_YN]
<1>
[goto NUMMORT3]
<2,D,R> [goto HOMEQ_YN]
Page 75 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
that was obtained from an outside lender for Your Your CU's shares
in the cooperative?
03E
NUMMORT3
NUMMORT3
03E
HOMEQ_YN
HOMEQ_YN
03E
LSHEL_YN
LSHEL_YN
1. Yes
2. No
How many mortgages (have/has) ^YOU_YRCU had on this
property since the first of ^REF_MONTH?
(Do/Does) ^YOU_YRCU have a home equity loan or any
other loan which gives the lender claim on this property in case
the loan is not repaid?
1. Yes
2. No
(There are two basic types of home equity loans. I'll describe both types. - A loan where ^YOU_YRCU received
the entire lump-sum borrowed when ^YOU_YRCU took out the loan; or - A line of credit loan where
^YOU_YRCU can increase the amount borrowed by simply writing a check or using a special credit card.)
<1-8,D,R>
[IF (Section 3E has been completed) AND
(the FR attempts to lower the entry)
then goto CK_NUMMORT3]
[ELSE goto HOMEQ_YN]
<1>
[goto LSHEL_YN]
<2,D,R> [goto S3E_END]
<1>
[got NUMLSHEL]
<2,D,R> [goto LCHEL_YN]
(Have/Has) ^YOU_YRCU had a lump sum home equity loan on
this property since the first of ^REF_MONTH?
03E
NUMLSHEL
NUMLSHEL
03E
LCHEL_YN
LCHEL_YN
03E
NUMLCHEL
NUMLCHEL
1. Yes
2. No
How many?
(Have/Has) ^YOU_YRCU had a line of credit
home equity loan on this property since the first of
^REF_MONTH?
1. Yes
2. No
How many?
<1-8,D,R> [IF (Section 3E has been completed) AND
(the FR attempts to lower the entry)
then goto CK_NUMLSHEL]
[ELSE goto LCHEL_YN]
<1>
[goto NUMLCHEL]
<2,D,R> [goto S3E_END]
<1-6,D,R> [IF (section 3E has been completed) AND
(the FR attempts to lower the entry)
then goto CK_NUMLCHEL]
[ELSE goto S3E_END]
Page 76 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
03F
ORG_INTR
ORG_INTR
Now I will ask some questions about your (1st/2nd/3rd/etc.) (mortgage/lump sum home equity loan).
These questions refer to the (mortgage/lump sum home equity loan) you are currently making payments on.
<1> [goto ORGMRTX]
<2> [goto S3FG_END]
03F
ORGMRTX
ORGMRTX
03F
FRSTPYYR
FRSTPYYR
1. Continue
2. Delete the loan
What was the amount of the (mortgage/lump sum home equity loan) when ^YOU_YRCU first obtained it, not
including any interest?
In what year did ^YOU_YRCU make the first payment
on this (mortgage/lump sum home equity loan)?
<1-99999999> [IF (OWNYB = 100 and ORGMRTX lt 5000 or
gt 315000) OR (OWNYB = 200 and ORGMRTX lt 3000 or gt
350000) OR (OWNYB = 300 and ORGMRTX lt 3000 or gt
400000) OR (OWNYB = 400 and ORGMRTX lt 1000 or gt
124900) OR (OWNYB = 500 and ORGMRTX lt 2000 or gt
300000) goto ERR1_ORGMRTX]
[ELSE goto FRSTPYYR]
[goto FRSTPYYR]
<1900-9999> [IF gt 2010 or lt 1970, goto
ERR1_FRSTPYYR]
[ELSE goto FRSTPYMO]
03F
FRSTPYMO
03F
MTERM
FRSTPYMO
MTERM
In what month did ^YOU_YRCU make the first payment
on this (mortgage/lump sum home equity loan)?
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
Is this a 30 year (mortgage/lump sum home equity loan), a 15 year
(mortgage/lump sum home equity loan), or something else?
1. 30-year
2. 15-year
3. Something else
[goto FRSTPYMO]
<1-12,D,R> [IF FRSTPYYR and FRSTPYMO are gt (current
month + 2 and year) then goto CK_FRPSTYMO]
[ELSE MTERM]
<1>
[IF (current year) - (FRSTPYYR) gt 30, goto
CK_S3FG]
[ELSE goto NEWMRRT]
<2>
[IF (current year) - (FRSTPYYR) gt 15, goto
CK_S3FG]
[ELSE goto NEWMRRT]
<3>
[goto MORTTERM]
Page 77 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
03F
MORTTERM
MORTTERM
Question Text
Skip Instructions
Enter number of years
[goto NEWMRRT]
<1-50> [IF (current year) - (FRSTPYYR) gt MORTTERM,
goto CK_S3FG]
[ELSEIF ENTRY lt 5 or gt 30, goto
ERR1_MORTTERM]
[ELSE goto NEWMRRT]
03F
NEWMRRT
NEWMRRT
What is the current interest rate on this (mortgage/lump sum home equity loan)?
Enter percent including decimal
[goto NEWMRRT]
<00.000-99.999> [IF ENTRY lt 4 or gt 14, goto
ERR1_NEWMRRT]
[ELSE goto FIXEDRTE]
[goto FIXEDRTE]
03F
FIXEDRTE
03F
PAYTYPE
FIXEDRTE
PAYTYPE
Is this a fixed rate (mortgage/lump sum home equity loan)?
1. Yes
2. No
There are many different kinds of (mortgage/lump sum home equity loan)(s).
Which of these comes closest to Yours Your CU's?
Read each item on list
Mark all that apply, separate with commas
03F
PAYTOTHF
03F
PAYTOTHF
PAYINCL
1. Variable or adjustable rate of interest (ARM)
2. Interest only
3. Other - specify
Specify:
7
[F1]
On Your Your CU's last payment, which of these things were included?
Read each item on list
<1>
<2,D,R>
[goto PAYINCL]
[goto PAYTYPE]
<1-3,D,R> [IF FIXEDRTE = 2 AND PAYTYPE = 1, goto
CK_PAYTYPE]
[ELSEIF precode 3 is selected goto PAYTOTHF]
[ELSE goto PAYINCL]
<30 characters>
[goto PAYINCL]
<1-6,77,R> [IF 1 and 2 were not selected, goto
CK_PAYINCL]
[ELSEIF 6 selected, goto PAYOTHF]
[ELSEIF FIXEDRTE = 1 goto MRTPMTX]
[ELSEIF INTNMBR = 2-5 goto PAYMTX1]
[ELSE goto PAYMTX3]
Enter all that apply, separate with commas
1. Principal
2. Interest
3. Property taxes
Page 78 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
<30 characters>
03F
PAYOTHF
PAYOTHF
4. Property insurance
5. Mortgage guarantee insurance
6. Any other payments-specify
77. Don't know
Specify:
03F
MRTPMTX
MRTPMTX
How much is Your Your CU's (mortgage/lump sum home equity loan) payment per month?
03F
PRININTX
PRININTX
How much of that amount was for ^prinint_fill?
03F
PAYMTX1
PAYMTX1
How much was Your Your CU's payment on this (mortgage/lump sum home equity loan) in ^REF_MONTH?
03F
PRNINTX1
PRNINTX1
How much of that amount was for ^prinint_fill?
03F
PAYMTX2
PAYMTX2
How much was Your Your CU's payment on this (mortgage/lump sum home equity loan) in ^TWO_MONTH?
[IF FIXEDRTE = 1 goto MRTPMX]
[ELSEIF INTNMBR = 2-5 goto PAYMTX1]
[ELSE goto PAYMTX3]
<1-99999999> [IF MRTPMTX gt ORGMRTX goto
CK_MRTPMTX]
[ELSEIF entry lt 125 or gt 2700 goto
ERR1_MRTPMTX]
[ELSEIF any codes 3-6 are selected in PAYINCL
goto PRININTX]
[ELSE goto S3FG_END]
[IF any codes 3-6 are selected in PAYINCL
goto PRININTX]
[ELSE goto S3FG_END]
<0-99999999> [IF PRININTX gt MRTPMTX goto
ERR_PRININTX]
[ELSEIF entry lt 75 or gt 2500 goto
ERR1_PRININTX]
[ELSE goto S3FG_END]
[goto S3FG_END]
<0> [goto PAYMTX2]
<1-99999999,D,R> [IF entry lt 125 or gt 2700 goto
ERR1_PAYMTX1]
[ELSEIF any codes 3-6 selected in
PAYINCL
goto PRNINTX1]
[ELSE goto PAYMTX2]
<0-99999999> [IF PRNINTX1 gt PAYMTX1 goto
CK_PRNINTX1]
[ELSEIF entry lt 75 or gt 2500 goto
ERR1_PRNINTX1]
[ELSE goto PAYMTX2]
[goto PAYMTX2]
<0> [goto PAYMTX3]
<1-99999999,D,R> [IF entry lt 125 or gt 2700 goto
ERR1_PAYMTX2]
[ELSEIF any codes 3-6 selected in
Page 79 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
PAYINCL
03F
PRNINTX2
PRNINTX2
How much of that amount was for ^prinint_fill?
03F
PAYMTX3
PAYMTX3
How much was Your Your CU's payment on this (mortgage/lump sum home equity loan) in ^LAST_MONTH?
03F
PRNINTX3
PRNINTX3
How much of that amount is for ^prinint_fill?
PAIDLOAN
PAIDLOAN
(I'd like to ask some questions about (your/your CUs) line of credit home equity (loan/laons).)
Since the first of ^REF_MONTH, (have/has) ^YOU_YRCU
made any payments for Your Your CU's (this loan/1st/2nd/3rd/etc.)?
03
PDAMTX1
PDAMTX1
1. Yes
2. No
888. Delete this loan
What was the total amount paid in ^REF_MONTH?
goto PRNINTX2]
[ELSE goto PAYMTX3]
<0-99999999> [IF PRNINTX2 gt PAYMTX2 goto
ERR_PRNINTX2]
[ELSEIF entry lt 75 or gt 2500 goto
ERR1_PRNINTX2]
[ELSE goto PAYMTX3]
[goto PAYMTX3]
<0,D,R> [goto S3FG_END]
<1-99999999> [IF entry lt 125 or gt 2700 goto
ERR1_PAYMTX3]
[ELSEIF any codes 3-6 selected in PAYINCL
goto PRNINTX3]
[ELSE goto S3FG_END]
<0-99999999> [IF PRNINTX3 gt PAYMTX3 goto
CK_PRNINTX3]
[ELSEIF PRNINTX3 lt 75 or gt 2500 goto
ERR1_PRNINTX3]
[ELSE goto S3FG_END]
[goto S3FG_END]
<1>
[goto PDAMTX1]
<2,D,R> [goto TOTOWED]
<888> [goto next loan]
<1-99999999> [IF (OWNYB = 100 and PDAMTX1 lt 15 or
gt 6000) OR (OWNYB = 200-500 and PDAMTX1 lt 35 or gt
35000) goto ERR1_PDAMTX1
[ELSEIF INTNMBR = 1 goto TOTOWED]
[ELSE goto PDAMTX2]
<0,D,R>
03
PDAMTX2
PDAMTX2
What was the total amount paid in ^TWO_MONTH?
[IF INTNMBR = 1 goto TOTOWED]
[ELSE goto PDAMTX2]
<1-99999999> [IF (OWNYB = 100 and PDAMTX2 lt 15 or
gt 6000) OR (OWNYB = 200-500 and PDAMTX2 lt 35 or
gt 35000) then goto ERR1_PDAMTX2]
Page 80 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
[ELSE goto PDAMTX3]
03
PDAMTX3
PDAMTX3
What was the total amount paid in ^LAST_MONTH?
<0,D,R> [goto PDAMTX3]
<1-99999999> [IF (OWNYB = 100 and entry lt 15 or gt
6000) OR (OWNYB = 200-500 and entry lt 15 or gt 6000)
then goto ERR1_PDAMTX3
[ELSE goto TOTOWED]
<0,D,R>
03
TOTOWED
TOTOWED
How much was owed before the last payment?
03
MORTSPEC
MORTSPEC
Now I'm going to ask about other ownership costs
for your (property description).
[goto TOTOWED]
<0-99999999> [IF (OWNYB = 100 and entry lt 165 or gt
104400) OR (OWNYB = 200-500 and entry lt 2000 or gt
100000) AND (entry ne 0 )then goto ERR1_TOTOWED]
[ELSEIF (entry lt PDAMTX3 AND (PDAMTX3 ne D
and ne R)) OR (INTNMBR = 1 and entry lt PDAMTX1 AND
(PDAMTX1 ne D and ne R)) then goto CK_TOTOWNED]
[ELSE goto S3H_END]
[goto S3H_END]
<1>
[goto SPECIALX]
<2,D,R> [goto GRNDRENT]
Since the first of ^REF_MONTH, have ^YOU_ANYMEM
paid more than the amount required on any mortgage or
lump sum home equity loan for this property?
03
SPECIALX
SPECIALX
1. Yes
2. No
What was the total amount that ^YOU_YRCU paid extra?
03
SPECLXCM
SPECLXCM
How much of that amount was paid this month?
03
GRNDRENT
GRNDRENT
(Now I'm going to ask about ownership costs for your ^PROPDESC)
<1-99999999> [If lt 8 or gt 14000, goto ERR1_SPECIALX]
[ELSE goto SPECLXCM]
[goto GRNDRENT]
<0-99999999> [IF SPECLXCM lt 5 or gt 1762 goto
ERR1_SPECLXCM]
[ELSEIF SPECLXCM gt SPECIALX, goto
CK_SPECLXCM]
[ELSE goto GRNDRENT]
[goto GRNDRENT]
<1>
[goto GRNDRNTX]
Page 81 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
03
Tag Name
GRNDRNTX
Variable Name
GRNDRNTX
Question Text
Skip Instructions
Since the first of ^REF_MONTH, (have/has)
^YOU_YRCU made any payments for ground or land rent
for (property description)?
<2,D,R> [If PROPTYPE = 1 goto PAYCONDO]
[If PROPTYPE = 2 goto COOPRG3]
[If PROPTYPE = 3 goto PAYHOASS]
1. Yes
2. No
What was the total amount paid?
<1-99999999>
[IF GRNDRNTX lt 45 or gt 2465 goto
ERR1_GRNDRNTX]
[ELSE goto GRNDRTCX]
03
GRNDRTCX
GRNDRTCX
How much of that amount was paid this month?
[If PROPTYPE = 1 goto PAYCONDO]
[If PROPTYPE = 2 goto COOPRG3]
[If PROPTYPE = 3 goto PAYHOASS]
<0-99999999> [IF GRNDRTCX = 1- 5 or gt 759 goto
ERR1_GRNDRTCX]
[ELSEIF GRNDRTCX gt GRNDRNTX goto
CK_GRNDRTCX]
[ELSEIF PROPTYPE = 1 goto PAYCONDO]
[ELSEIF PROPTYPE = 2 goto COOPRG3]
[ELSE goto PAYHOASS]
03
PAYHOASS
03
PAYCONDO
03I
COOPRG3
PAYHOASS
PAYCONDO
COOPRG3
(Do/Does) ^YOU_YRCU make regular payments to
a homeowner's association?
[IF PROPTYPE = 1 goto PAYCONDO]
[IF PROPTYPE = 2 goto COOPRG3]
[IF PROPTYPE = 3 goto PAYHOASS]
<1>
[goto HORCORG]
<2,D,R> [goto SPCLPAY2]
1. Yes
2. No
^CU_AreIs ^YOU_YRCU required to make regular payments
of condominium fees for general maintenance or management services?
<1>
[goto HORCORG]
<2,D,R> [goto SPCLPAY2]
1. Yes
2. No
7 ? [F1]
<12,R>
Now I'd like to ask you about payments ^YOU_YRCU ^make_makes directly to the cooperative for Your Your
CU's share of its costs.
Since the first of ^REF_MONTH, have ^YOU_ANYMEM
<1-11,77> [IF 11 selected goto CORGOTH]
[ELSEIF there is a LOANTYPE = 1 for this
property goto MGOTHER]
[goto SPCLPAY1]
Page 82 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
made any payments for any of the following things -
[ELSE goto MGOTHERX]
Read each item on the list
Enter all that apply, separate with commas
Enter 12 for no payments made
03
CORGOTH
CORGOTH
03I
HORCORG
HORCORG
1. Repayment of loans owed by cooperative
2. Property taxes
3. Property insurance
4. Management
5. Repairs or maintenance, including lawn care or snow removal
6. Improvements
7. Recreational including swimming, golf or tennis facilities
8. Security including guards or alarm systems
9. Utilities such as gas, electricity, water, heat
10. Trash collection
11. Other
12. No payments made
77. Don't know
Specify:
7
? [F1]
Which of the following services and privileges were included in
those payments?
Read each item on the list.
Enter all that apply---separate with commas.
03
HORGOTH
HORGOTH
1. Management
2. Repairs or maintenance, including lawn care or snow removal
3. Improvements
4. Utilities such as gas, electricity, water, heat
5. Parking
6. Recreational including swimming, golf, or tennis facilities
7. Security including guards or alarm systems
8. Maid services
9. Medical services
10. Trash collection
11. Other
77. Don't Know
Specify:
<30 characters> [IF at least one loan of LOANTYPE = 1 for
this property, goto MGOTHER]
[ELSE goto MGOTHERX]
<1-11,77> [IF 11 selected goto HORGOTH]
[ELSEIF there is at least one loan of
LOANTYPE = 1 on this property, goto MGOTHER]
[ELSE goto MGOTHERX]
[goto SPCLPAY2]
<30 characters> [IF at least one loan of LOANTYPE = 1 for
Page 83 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
03
Tag Name
MGOTHER
Variable Name
MGOTHER
Question Text
Since the first of ^REF_MONTH, have you made ANY regular payments for
these services?
Skip Instructions
<1,D,R>
<2>
03
MGOTHERX
MGOTHERX
1. Yes
2. No
Since the first of ^REF_MONTH, how much (have/has)
^YOU_YRCU paid for these services?
this property, goto MGOTHER]
[ELSE goto MGOTHERX]
[goto MGOTHERX]
[IF PROPTYPE = 2 goto SPCLPAY1]
[ELSE goto SPCLPAY2]
<1-99999999> [IF OWNYB = 100 and MGOTHERX lt 10 or
gt 2100 goto ERR1_MGOTHERX]
[ELSEIF OWNYB = 200-500 and MGOTHERX lt 5
or gt 2610 goto ERR1_MGOTHERX]
[ELSE goto MGOTHRCX]
<0,D,R>
03
MGOTHRCX
MGOTHRCX
How much of that amount was paid this month?
[IF PROPTYPE = 2 goto SPCLPAY1]
[ELSE goto SPCLPAY2]
<0-99999999> [IF OWNYB = D or R and MGOTHRCX =
1-5 or gt 11000 goto ERR1_MGOTHRCX]
[ELSEIF OWNYB = 100 and MGOTHRCX = 1-5 or
gt 870 goto ERR1_MGOTHRCX]
[ELSEIF OWNYB = 200-500 and MGOTHRCX =
1-5 or gt 635 goto ERR1_MGOTHRCX]
[ELSEIF MGOTHRCX gt MGOTHERX, goto
CK_MGOTHRCX]
[ELSEIF PROPTYPE = 2 goto SPCLPAY1]
[ELSE goto SPCLPAY2]
03
SPCLPAY1
SPCLPAY1
7
[IF PROPTYPE = 2 goto SPCLPAY1]
[ELSE goto SPCLPAY2]
<1>
[goto COOPSP3]
<2,D,R> [goto ASSESSMT]
(Have/Has) ^YOU_YRCU made any SPECIAL payments to
a management service?
03
SPCLPAY2
SPCLPAY2
1. Yes
2. No
7
<1>
[goto HOCOSP3]
<2,D,R> [goto ASSESSMT]
(Have/Has) ^YOU_YRCU made any SPECIAL payments to
a management service?
Page 84 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
03I
Tag Name
COOPSP3
Variable Name
Question Text
COOPSP3
1. Yes
2. No
7
? [F1]
Skip Instructions
<1-11,77,R> [IF 11 is selected goto COSPOTH)
[ELSE goto SPECLX]
Since the first of ^REF_MONTH, what services were provided?
Enter all that apply, separate with commas
03
COSPOTH
COSPOTH
03I
HOCOSP3
HOCOSP3
1. Rapyment of loans owed by the cooperative
2. Property taxes
3. Property insurance
4. Management
5. Repairs or mantainence, including lawn care or snow removal
6. Improvements
7. Recreational including swimming, golf, or tennis facilitieds
8. Security including guards or alarm systems
9. Utilities such as gas, electricity, water, heat
10. Trash collection
11. Other
77. Don't Know
Specify:
7
? [F1]
<30 characters> [goto SPECLX]
<1-11,77,R> [IF 11 is selected, goto HOSPOTH]
[ELSE goto SPECLX]
Since the first of ^REF_MONTH, what services were provided?
Enter all that apply, separate with commas
03
HOSPOTH
HOSPOTH
03
SPECLX
SPECLX
1. Management
2. Repairs or maintenance, including lawn care or snow removal
3. Improvements
4. Utilities such as gas, electricity, water, heat
5. Parking
6. Recreational including swimming, golf, or tennis facilities
7. Security including guards or alarm systems
8. Maid services
9. Medical services
10. Trash collection
11. Other
77. Don't Know
Specify:
<30 characters> [goto SPECLX]
Since the first of ^REF_MONTH, how much were these
special payments?
<1-99999999> [IF SPECLX gt 6600 goto ERR1_SPECLX]
[ELSE goto SPECLCX]
Page 85 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
03
SPECLCX
SPECLCX
How much of that amount was paid this month?
03
ASSESSMT
ASSESSMT
Since the first of ^REF_MONTH ^CU_havehas2
^YOU_YRCU paid any special assessments to a local government
for construction or repair of roads, sidewalks, or other things like that?
03
ASSESSX
03
ASSESSCX
03
VAC_OCCQ
ASSESSX
ASSESSCX
VAC_OCCQ
1. Yes
2. No
What was the total amount paid?
How much of that amount was paid this month?
Since the first of ^REF_MONTH, how much time did you occupy this (timeshare/property)?
Enter quantity and select period on next screen.
03
VAC_OCCY
VAC_OCCY
Enter time period.
1. Days
Skip Instructions
[goto ASSESSMT]
<0-99999999> [IF SPECLCX gt 2200 goto
ERR1_SPECLCX]
[ELSEIF SPECLCX gt SPECLX goto
CK_SPECLCX]
[ELSE goto ASSESSMT]
[goto ASSESSMT]
<1>
[goto ASSESSX]
<2,D,R> [IF OWNYB = 100 goto RNTEQVX]
[ELSEIFIF OWNYB = 300 goto VAC_OCCQ]
[ELSE goto S3I_END]
<1-99999999> [IF ASSESSX lt 6 or gt 77000 goto
ERR1_ASSESSX]
[ELSE goto ASSESSCX]
[IF OWNYB = 100 goto RNTEQVX]
[ELSEIF OWNYB = 300 goto VAC_OCCQ]
[ELSE goto S3I_END]
<0-99999999> [IF ASSESSCX gt 2058 goto
ERR1_ASSESSCX]
[ELSEIF ASSESSCX gt ASSESSX goto
CK_ASSESSCX]
[ELSEIF OWNYB = 100 goto RNTEQVX]
[ELSEIF OWNYB = 300 goto VAC_OCCQ]
[ELSE goto S3I_END]
[IF OWNYB = 100 goto RNTEQVX]
[ELSEIF OWNYB = 300 goto VAC_OCCQ]
[ELSE goto S3I_END]
<0,D,R> [IF TIMESHAR (from 3B) = 2, D or R goto
VAC_SEC]
[ELSEIF TIMESHAR (from 3B) = 1 goto
TIME_RNT]
[ELSE goto S3I_END]
<1-150> [goto VAC_OCCY]
<1-4,D,R> [IF TIMESHAR (from 3B) = 2, D or R goto
VAC_SEC]
[ELSEIF TIMESHAR (from 3B) = 1 goto
TIME_RNT]
Page 86 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
2. Weeks
3. Months
4. Percent
5. Other, specify
Specify:
03
VAC_OTH
VAC_OTH
03
VAC_SEC
VAC_SEC
03
VAC_RNTQ
VAC_RNTQ
03
VAC_RNTY
VAC_RNTY
1. Yes
2. No
Since the first of ^REF_MONTH, how much time was this property rented by someone outside your
household?
<0,D,R> [goto VAC_AVAQ]
<1-150> [goto VAC_RNTY]
Enter quantity and select period on next screen.
Enter time period.
VAC_ROTH
VAC_ROTH
03
VAC_AVAQ
VAC_AVAQ
Since the first of ^REF_MONTH, how much time was this property available to be rented?
Enter quantity and select period on next screen.
03
VAC_AOTH
<5> [goto VAC_OTH]
Since the first of ^REF_MONTH, was this property either rented by someone outside your household or
available to be rented?
03
VAC_AVAY
[ELSE goto S3I_END]
<30 characters,D,R> [IF TIMESHAR (from 3B) = 2, D or R
goto VAC_SEC]
[ELSEIF TIMESHAR (from 3B) = 1 goto
TIME_RNT]
[ELSE goto S3I_END]
<1>
[goto VAC_RNTQ]
<2,D,R> [goto RNTEQVX]
1. Days
2. Weeks
3. Months
4. Percent
5. Other, specify
Specify:
03
Skip Instructions
VAC_AVAY
Specify
VAC_AOTH
1. Days
2. Weeks
3. Months
4. Percent
5. Other, specify
Specify
<1-4,D,R>
<5>
[goto VAC_AVAQ]
[goto VAC_ROTH]
<30 characters,D,R> [goto VAC_AVAQ]
0,D,R> [IF OWNYB = 300 goto RNTEQV2X] [ELSE goto
S3I_END]
<1-150> [goto VAC_AVAY]
<1-4,D,R> [IF OWNYB = 300 goto RNTEQV2X] [ELSE
goto S3I_END]
<5> [goto VAC_AOTH]
<30 characters,D,R> [IF OWNYB = 300 goto RNTEQV2X]
Page 87 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
[ELSE goto S3I_END]
03
RNTEQV2X
RNTEQV2X
03
RENTPERD
RENTPERD
If someone were to rent this home today, how much do you think it would rent for?
Ask if not already stated.
<1-999999> [IF RNTEQV2X lt 200 or gt 800 goto
ERR1_RNTEQV2X]
[ELSE goto RENTPERD]
[goto RENTPERD]
<1-3,D,R> [goto RENTUTIL]
<4>
[goto RNPEROTH]
What period of time does this rental amount cover?
03
RNPEROTH
RNPEROTH
1. Week
2. Month
3. Quarter
4. Other specify
Specify:
03
RENTUTIL
RENTUTIL
Does this amount include utilities?
RNTEQVX
1. Yes
2. No
If someone were to rent this (entire property/home) today, (including part of the property currently being used
for business, farming, or rented, ) how much do you think it
would rent for monthly, unfurnished and without utilities?
03
RNTEQVX
03
PROPVALX
PROPVALX
About how much do you think this property would sell for on today's market?
03
TIME_RNT
TIME_RNT
Since the first of ^REF_MONTH, did you rent this timeshare to someone outside your household?
<30 characters> [goto RENTUTIL]
<1,2,D,R> [goto PROPVALX]
<1-999999> [IF (OWNYB = 100 and RNTEQVX lt 300 or gt
3000) OR (OWNYB = 200 and RNTEQVX lt 200 or gt 4000)
OR (OWNYB = 300 and RNTEQVX lt 200 or gt 8000) goto
ERR1_RNTEQVX]
[ELSEIF OWNYB = 100 OR (OWNYB = 300 AND
TIMESHAR (from 3B) = 2, D or R goto PROPVALX]
[ELSE goto S3I_END]
[IF OWNYB = 100 OR (OWNYB = 300 AND
TIMESHAR (from 3B) = 2, D or R goto PROPVALX]
[ELSE goto S3I_END]
<0-99999999> [IF OWNYB = 100 and PROPVALX lt 1000 or
gt 600000 OR (OWNYB = 300 and PROPVALX lt 3000 or gt
800000) goto ERR1_PROPVALX]
[ELSE goto S3I_END]
[goto S3I_END]
<1,2,D,R> [goto RNTEQV3X]
1. Yes
Page 88 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
03
RNTEQV3X
RNTEQV3X
If you were to rent this timeshare today to someone else, instead of using it yourself, how much would it rent
for weekly?
03
PRPVAL2X
PRPVAL2X
If you were able to sell this timeshare, about how much do you think it would sell for on today's market?
[goto PRPVAL2X]
<0-99999999> [IF OWNYB = 300 and PRPVL2X lt 3000 or
gt 800000 goto ERR1_PRPVL2X]
[ELSE goto S3I_END]
03
ANYRENT
ANYRENT
Since the first of ^REF_MONTH have ^YOU_ANYMEM rented any houses, apartments, or
temporary living quarters NOT used entirely for business or vacation?
[goto S3I_END]
<1>
[if INTNMBR = 2-5 goto RENTX1 ] [ELSE
goto RENTX3]
<2, D, R> [goto Section 4]
2. No
<1-99999> [IF OWNYB = 300 and RNTEQV3X lt 200 or gt
8000 goto ERR1_RNTEQV3X]
[ELSE goto PRPVAL2X]
Do NOT include college or university regulated housing.
02
RENTX1
RENTX1
1. Yes
2. No
What was your total rental payment for ^REF_MONTH for this unit?
Include any extra charges for garage or parking facilities, but do not
include direct payments by local, state or federal agencies.
02
RENTX2
RENTX2
What was the total rental payment for ^TWO_MONTH for this unit?
[goto RENTX2]
<0-9999999> [IF RENTX2 gt 3000 then goto
ERR1_RENTX2]
[ELSE goto RENTX3]
02
RENTX3
RENTX3
What was your total rental payment for ^LAST_MONTH for this unit?
[goto RENTX3]
<0-9999999> [IF RENTX3 gt 3000 then goto
ERR1_RENTX3]
[ELSE goto RTELECT]
(Include any extra charges for garage or parking facilities, but do not include direct payments by local, state,
or federal agencies.)
02
RTELECT
RTELECT
Does the rental payment include the cost of -
<0-9999999> [IF RENTX1 gt 3000 then goto
ERR1_RENTX1]
[ELSE goto RENTX2]
[goto RTELECT]
<1,2,D,R> [goto RTGAS]
. . . Electricity?
1. Yes
2. No
Page 89 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
02
RTGAS
RTGAS
Question Text
Repeat if necessary
Skip Instructions
<1,2,D,R>
[goto RTWATER]
<1,2,D,R>
[goto RTHEAT]
<1,2,D,R>
[goto RTTRASH]
<1,2,D,R>
[goto RTPARK]
<1,2,D,R>
[goto RTASPAY]
Does the rental payment include the cost of . . . . Gas?
02
RTWATER
RTWATER
1. Yes
2. No
Repeat if necessary
Does the rental payment include the cost of . . . Piped in water?
02
RTHEAT
RTHEAT
1. Yes
2. No
Repeat if necessary
Does the rental payment include the cost of . . . . Heating?
02
RTTRASH
RTTRASH
1. Yes
2. No
Repeat if necessary
Does the rental payment include the cost of . . . Trash/garbage collection?
02
RTPARK
RTPARK
1. Yes
2. No
Repeat if necessary
Does the rental payment include the cost of . . . Garage and parking facilities?
1. Yes
2. No
Page 90 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
02
RTASPAY
RTASPAY
Did ^YOU_ANYMEM receive any reduced or free rent for
this unit as a form of pay since the first of ^REF_MONTH?
<1>
<2,D,R>
02
RTCOMPX
RTCOMPX
1. Yes
2. No
What is the current monthly rental charge to another tenant for a similar unit?
02
REGRNTX
REGRNTX
What is your regular rental payment?
02
RTBSNS
RTBSNS
Is any portion of this unit used for your own business?
1. Yes
2. No
02
RTBSNSZ
RTBSNSZ
What percent of the rental payment is counted as a business expense?
Enter to the nearest whole percent.
02
RENTCONT
02
MORERNT
RENTCONT
Is this unit under rent control?
MORERNT
1. Yes
2. No
Since the first of ^REF_MONTH, have ^YOU_ANYMEM
rented any other houses, apartments, or temporary living
quarters NOT used entirely for business or vacation?
[goto RTCOMPX]
[goto RTBSNS]
<0-999999> [IF RTCOMPX lt 100 or gt 1550 then goto
ERR1_RTCOMPX]
[ELSE goto REGRNTX]
[goto REGRNTX]
<0-999999> [IF REGRNTX gt 1463 then goto
ERR1_REGRNTX]
[ELSE goto RTBSNS]
[goto RTBSNS]
<1>
[goto RTBSNSZ]
<2,D,R> [IF STLRENT = 2 AND RTASPAY = 2 then goto
CK_RTBSNS]
[ELSEIF PSU = 06037, 06073, 06075, 06087,
06097, 11001, 24021, 24043, 34003, 34013, 34017, 34023,
34027, 34031, 34037, 36005, 36047, 36059, 36061, 36081,
36085, 36087, 36103, 36119, then goto RENTCONT]
[ELSE goto MORERNT]
<1-99,D, R> [IF PSU = 06037, 06073, 06075, 06087,
06097, 11001, 24021, 24043, 34003, 34013, 34017, 34023,
34027, 34031, 34037, 36005, 36047, 36059, 36061, 36081,
36085, 36087, 36103, 36119 then goto RENTCONT]
[ELSE goto MORERNT]
<100> [goto ERR2_RTBSNSZ]
<1,2,D,R> [goto MORERNT]
<1>
<2,D,R>
[IF INTNMBR = 1 then goto RENTX3]
[ELSE goto RENTX1]
[goto S2_END]
Do NOT include college or university regulated housing.
Page 91 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
04A
Tag Name
S4A_INTRO
Variable Name
Question Text
Skip Instructions
S4A_INTRO
1. Yes
2. No
8
<1>
[goto TELEBILL]
Now I am going to ask about bills for telephone services. Please refer to any billing statements or other
records you have when answering these questions. Please remember to include any bills you receive or
pay online or have automatically deducted. Report any telephone bill you have received, even if the bill has
not been paid.
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
04A
TELEBILL
TELEBILL
1. Enter 1 to Continue
8 ? [F1]
Since the first of ^REF_MONTH, have ^YOU_ANYMEM received any bills for telephone services, including
cellular and Voice Over IP? Do not include bills for telephones used entirely for business purposes.
<1> [IF any 8500.TELCOMP = 1-20, goto
TblPhone.BSection4A.PREVCOMP]
[ELSE, goto TblPhone.BSection4A.TELCOMP]
<2,D,R> [goto S4A_END]
04A
PREVCOMP
PREVCOMP
1. Yes
2. No
What is the name of the company which provides the service?
<1-20> [goto TELBSNS]
<55>
[goto TELCOMP]
<888> [goto TELOTH]
1. ^8500.TELCOMP[1]
2. ^8500.TELCOMP[2]
3. ^8500.TELCOMP[3]
4. ^8500.TELCOMP[4]
5. ^8500.TELCOMP[5]
6. ^8500.TELCOMP[6]
7. ^8500.TELCOMP[7]
8. ^8500.TELCOMP[8]
9. ^8500.TELCOMP[9]
10. ^8500.TELCOMP[10]
11. ^8500.TELCOMP[11]
12. ^8500.TELCOMP[12]
13. ^8500.TELCOMP[13]
14. ^8500.TELCOMP[14]
15. ^8500.TELCOMP[15]
Page 92 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
04A
TELCOMP
TELCOMP
16. ^8500.TELCOMP[16]
17. ^8500.TELCOMP[17]
18. ^8500.TELCOMP[18]
19. ^8500.TELCOMP[19]
20. ^8500.TELCOMP[20]
55. Company name not listed
888. Delete the line
(What is the name of the company which provides the service?/"* Enter company name)
04A
TELBSNS
TELBSNS
Will any of the charges be deducted as a business expense?
Description Amount1 Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
04A
TELBSNZ
TELBSNZ
1. Yes
2. No
What percentage will be deducted?
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
04A
TELCHGX1
TELCHGX1
How much were you billed for in ^REF_MONTH?
Do not include any unpaid charges from a previous billing period.
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
04A
TELCHGX2
TELCHGX2
How much were you billed for in ^TWO_MONTH?
Do not include any unpaid charges from a previous billing period.
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
04A
TELCHGX3
TELCHGX3
How much were you billed for in ^LAST_MONTH?
Do not include any unpaid charges from a previous billing period.
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
Skip Instructions
<30 characters> [goto TELBSNS]
<888> [goto TELOTH]
<1>
[goto TELBSNZ]
<2,D,R> [IF INTNMBR = 1 goto TELCHGX3]
[ELSE goto TELCHGX1]
<1-99,D,R> [IF INTNMBR = 1 goto TELCHGX3]
[ELSE goto TELCHGX1]
<100> [goto CK_TELBSNZ]
<1-999999> [IF entry lt 7 or gt 400 goto ERR1_TELCHGX1]
[ELSE goto TELCHGX2]
<0,D,R> [goto TELCHGX2]
<1-999999> [IF entry lt 7 or gt 400, goto
ERR1_TELCHGX2]
[ELSE goto TELCHGX3]
<0,D,R> [goto TELCHGX3]
<1-999999> [IF entry lt 7 or gt 400, goto
ERR1_TELCHGX3]
[ELSEIF TELCHGX1 = 0 OR TELCHGX2 =
0 OR TELCHGX3 = 0 goto BILPERD]
[ELSE goto TYPETEL]
<0,D,R>
[IF TELCHGX1 = 0 OR TELCHGX2 = 0
OR TELCHGX3 = 0 goto BILPERD]
[ELSE goto TYPETEL]
Page 93 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
04A
BILPERD
BILPERD
What is your usual billing period for this service?
<1-5,D,R>
[goto TYPETEL]
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
04A
TYPETEL
TYPETEL
1. Month
2. 2 Months
3. Quarter
4. Annual
5. Other
What types of telephone services did the bill include?
<1,2,3,D,R> [goto TELTEMP]
Enter all that apply, separate with commas.
Read each item on list.
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
04A
TELTEMP
TELTEMP
1. Residential Service
2. Mobile/Cellular Service
3. Voice Over IP
8 ? [F1]
Which of the following telephone service items were included in the bill(s)?
Enter all that apply, separate with commas.
Read each item on list.
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
<0,77> [IF 0 only or 77 only, goto TELOTH]
<1>
[IF INTNMBR = 1, goto TINTNTX3] [Else goto
TINTNTX1]
<2>
[IF INTNMBR = 1, goto TCABLEX3] [Else goto
TCABLEX1]
<3>
[IF INTNMBR = 1, goto TAPPGMX3] [Else goto
TAPPGMX1]
<4>
[IF INTNMBR = 1, goto NTRTPRX3] [Else goto
NTRTPRX1]
[else if 0 is selected with another pre-code goto
Ck_TELTEMP]
[goto TELOTH]
0. None
1. Internet access (including broadband, DSL and dial-up)
2. Cable or satellite television service
3. Applications, games, or ringtones
4. Non-telephone related rentals or purchases such as a modem
77. Misc Combined (Unable to specify/ DK)
Page 94 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
04A
TINTNTX1
TINTNTX1
How much of the ^REF_MONTH charges were for internet access?
<1-999999> [IF TINTNTX1 lt 5 OR gt 60 goto
ERR1_TINTNTX1]
[ELSEIF TINTNTX1 gt TELCHGX1 goto
CK_TINTNTX1]
[ELSE goto TINTNTX2]
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
04A
TINTNTX2
TINTNTX2
How much of the ^TWO_MONTH charges were for internet access?
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
04A
TINTNTX3
TINTNTX3
How much of the ^LAST_MONTH charges were for internet access?
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
<0,D,R> [goto TINTNTX2]
<1-999999> [IF TINTNTX2 lt 5 or gt 60 goto ERR1_TINTX2]
[ELSEIF TINTNTX2 gt TELCHGX2 goto
CK_TINTNTX2]
[ELSE goto TINTNTX3]
<0,D,R> [goto TINTNTX3]
<1-999999> [IF TINTNTX3 lt 5 or gt 60 goto
ERR1_TINTNTX3]
[ELSEIF TINTNTX3 gt TELCHGX3 goto
CK_TINTNTX3]
[ELSEIF TELTEMP = 2 AND INTNMBR = 1, goto
TCABLEX3, Else goto TCABLEX1]
[ELSEIF TELTEMP = 3 AND INTNMBR = 1 goto
TAPPGMX3, Else goto TAPPGMX1]
[ELSEIF TELTEMP = 4 AND INTNMBR = 1, goto
NTRTPRX3, Else goto NTRTPRX1]
[Else goto TELOTH]
<0, D, R>
04A
TCABLEX1
TCABLEX1
How much of the ^REF_MONTH charges were for cable or satellite television service?
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
04A
TCABLEX2
TCABLEX2
How much of the ^TWO_MONTH charges were for cable or satellite television service?
[IF TELTEMP = 2 AND INTNMBR = 1, goto
TCABLEX3, Else goto TCABLEX1]
[ELSEIF TELTEMP = 3 AND INTNMBR = 1,
goto TAPPGMX3, Else goto TAPPGMX1]
[ELSEIF TELTEMP = 4 AND INTNMBR = 1,
goto NTRTPRX3, Else goto NTRTPRX1]
[Else goto TELOTH]
<1-999999> [IF TCABLEX1 lt 5 or gt 90 goto
ERR1_TCABLEX1]
[ELSEIF TCABLEX1 gt TELCHGX1 goto
CK_TCABLEX1]
[ELSEIF (TCABLEX1 + TINTNTX1) gt
TELCHGX1 goto
CK2_TCABLEX1]
[ELSE goto TCABLEX2]
<0, D, R>
[goto TCABLEX2]
<1-999999> [IF TCABLEX2 lt 5 or gt 90 goto
ERR1_TCABLEX2]
Page 95 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
04A
TCABLEX3
TCABLEX3
How much of the ^LAST_MONTH charges were for cable or satellite television service?
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
Skip Instructions
[ELSEIF TCABLEX2 gt TELCHGX2 goto
CK_TCABLEX2]
[ELSEIF TCABLEX2 + TINTNTX2 gt
TELCHGX2 goto CK2_TCABLEX2]
[ELSE goto TCABLEX3]
<0, D, R>
[goto TCABLEX3]
<1-999999> [IF TCABLEX3 lt 5 or gt 90 goto
ERR1_TCABLEX3]
[ELSEIF TCABLEX3 gt TELCHGX3 goto
CK_TCABLEX3]
[ELSEIF TCABLEX3 + TINTNTX3 gt
TELCHGX3 goto CK2_TCABLEX3]
[ELSEIF INTNMBR = 1 AND TELTEMP = 3,
goto TAPPGMX3, Else goto TAPPGMX1]
[ELSEIF INTNMBR = 1 AND TELTEMP = 4,
goto NTRTPRX3, Else goto NTRTPRX1]
[Else goto TELOTH]
<0,D,R>
04A
TAPPGMX1
TAPPGMX1
How much of the ^REF_MONTH charges were for applications, games, or ringtones?
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
[IF INTNMBR = 1 AND TELTEMP = 3, goto
TAPPGMX3, Else goto TAPPGMX1]
[IF INTNMBR = 1 AND TELTEMP = 4, goto
NTRTPRX3, ELSE goto NTRTPRX1]
[ELSE goto TELOTH]
<1-999999> [IF TAPPGMX1 gt 30 goto ERR1_
TAPPGMX1]
[ELSEIF TAPPGMX1 gt TELCHGX1 goto
CK_TAPPGMX1]
[ELSEIF TAPPGMX1 + TINTNTX1 gt
TELCHGX1 goto CK2_TAPPGMX1]
[ELSEIF TAPPGMX1 + TCABLEX1 gt
TELCHGX1 goto CK3_ TAPPGMX1]
[ELSEIF TAPPGMX1 + TCABLEX1 +
TINTNTX1 gt TELCHGX1 goto CK4_ TAPPGMX1]
[ELSE goto TAPPGMX2]
<0,D,R>
04A
TAPPGMX2
TAPPGMX2
How much of the ^TWO_MONTH charges were for applications, games, or ringtones?
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
[goto TAPPGMX2]
<1-999999> [IF TAPPGMX2 gt 30 goto ERR1_
TAPPGMX2]
[ELSEIF TAPPGMX2 gt TELCHGX2 goto CK_
TAPPGMX2]
[ELSEIF TAPPGMX2 + TINTNTX2 gt TELCHGX2
goto CK2_TAPPGMX2]
Page 96 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
[ELSEIF TAPPGMX2 + TCABLEX2 gt TELCHGX2
goto CK3_TAPPGMX2]
[ELSEIF TAPPGMX2 + TCABLEX2 + TINTNTX2 gt
TELCHGX2 goto CK4_TAPPGMX2]
[ELSE goto TAPPGMX3]
<0,D,R> [goto TAPPGMX3]
04
TAPPGMX3
TAPPGMX3
How much of the ^LAST_MONTH charges were for applications, games, or ringtones?
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
<1-999999> [IF TAPPGMX3 gt 30 goto
ERR1_TAPPGMX3]
[ELSEIF TAPPGMX3 gt TELCHGX3 goto
CK_TAPPGMX3]
[ELSEIF TAPPGMX3 + TINTNTX3 gt TELCHGX3
goto CK2_TAPPGMX3]
[ELSEIF TAPPGMX3 + TCABLEX3 gt TELCHGX3
goto CK3_TAPPGMX3]
[ELSEIF TAPPGMX3 + TCABLEX3 + TINTNTX3 gt
TELCHGX3 goto CK4_TAPPGMX3]
[ELSEIF TELTEMP = 4 AND INTNMBR = 1, goto
NTRTPRX3, Else goto NTRTPRX1]
[ELSE goto TELOTH]
<0,D,R> [goto TELOTH]
04A
NTRTPRX1
NTRTPRX1
How much of the ^REF_MONTH charges were for non-telephone related rentals or purchases?
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
<1-999999> [IF NTRTPRX1 gt 139 goto ERR1_
NTRTPRX1]
[ELSEIF NTRTPRX1 gt TELCHGX1 goto
CK_NTRTPRX1]
[ELSEIF NTRTPRX1 + TINTNTX1 gt TELCHGX1
goto CK2_NTRTPRX1]
[ELSEIF NTRTPRX1 + TCABLEX1 gt TELCHGX1
goto CK3_NTRTPRX1]
[ELSEIF NTRTPRX1 + TAPPGMX1 gt TELCHGX1
goto CK4_NTRTPRX1]
[ELSEIF NTRTPRX1 + TCABLEX1 + TINTNTX1 gt
TELCHGX1 goto CK5_NTRTPRX1]
[ELSEIF NTRTPRX1 + TCABLEX1 + TAPPGMX1
gt TELCHGX1 goto CK6_NTRTPRX1]
[ELSEIF NTRTPRX1 + TAPPGMX1 + TINTNTX1
gt TELCHGX1 goto CK7_NTRTPRX1]
[ELSEIF NTRTPRX1 + TINTNTX1 + TCABLEX1 +
TAPPGMX1 gt TELCHGX1 goto CK8_NTRTPRX1]
[ELSE goto NTRTPRX2]
Page 97 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
04A
NTRTPRX2
NTRTPRX2
How much of the ^TWO_MONTH charges were for non-telephone related rentals or purchases?
Skip Instructions
<0,D,R>
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
04A
NTRTPRX3
NTRTPRX3
How much of the ^LAST_MONTH charges were for non-telephone related rentals or purchases?
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
[goto NTRTPRX2]
<1-999999> [IF NTRTPRX2 gt 139 goto ERR1_
NTRTPRX2]
[ELSEIF NTRTPRX2 gt TELCHGX2 goto
CK_NTRTPRX2]
[ELSEIF NTRTPRX2 + TINTNTX2 gt TELCHGX2
goto CK2_NTRTPRX2]
[ELSEIF NTRTPRX2 + TCABLEX2 gt TELCHGX2
goto CK3_NTRTPRX2]
[ELSEIF NTRTPRX2 + TAPPGMX2 gt TELCHGX2
goto CK4_NTRTPRX2]
[ELSEIF NTRTPRX2 + TCABLEX2 + TINTNTX2 gt
TELCHGX2 goto CK5_NTRTPRX2]
[ELSEIF NTRTPRX2 + TCABLEX2 + TAPPGMX2
gt TELCHGX2 goto CK6_NTRTPRX2]
[ELSEIF NTRTPRX2 + TAPPGMX2 + TINTNTX2
gt TELCHGX2 goto CK7_NTRTPRX2]
[ELSEIF NTRTPRX2 + TINTNTX2 + TCABLEX2 +
TAPPGMX2 gt TELCHGX2 goto CK8_NTRTPRX2]
[ELSE goto NTRTPRX3]
<0,D,R> [goto NTRTPRX3]
<1-999999> [IF NTRTPRX3 gt 139 goto ERR1_
NTRTPRX3]
[ELSEIF NTRTPRX3 gt TELCHGX3 goto
CK_NTRTPRX3]
[ELSEIF NTRTPRX3 + TINTNTX3 gt
TELCHGX3 goto CK2_NTRTPRX3]
[ELSEIF NTRTPRX3 + TCABLEX3 gt
TELCHGX3 goto CK3_NTRTPRX3]
[ELSEIF NTRTPRX3 + TAPPGMX3 gt
TELCHGX3 goto CK4_NTRTPRX3]
[ELSEIF NTRTPRX3 + TCABLEX3 +
TINTNTX3 gt TELCHGX3 goto CK4CK5_NTRTPRX3]
[ELSEIF NTRTPRX3 + TCABLEX3 +
TAPPGMX3 gt TELCHGX3 goto CK6_NTRTPRX3]
[ELSEIF NTRTPRX3 + TAPPGMX3 +
TINTNTX3 gt TELCHGX3 goto CK7_NTRTPRX3]
[ELSEIF NTRTPRX3 + TINTNTX3 +
TCABLEX3 + TAPPGMX3 gt TELCHGX3 goto
CK8_NTRTPRX3]
[ELSE goto TELOTH]
<0,D,R>
[goto TELOTH]
Page 98 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
04A
TELOTH
TELOTH
Did ^YOU_ANYMEM receive any other bills for telephones not
used entirely for business purposes?
<1> [IF row number = 20 goto ERR_MAX]
[ELSEIF any 8500.TELCOMP = 1-20 goto
PREVCOMP, next line of grid]
[ELSE goto TELCOMP, next line of grid]
Description Amount1
Amount2 Amount3
(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)
04B
FONCARD
FONCARD
1. Yes
2. No
Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased any pre-paid long distance telephone
cards/minutes, not already reported?
04B
FONCARDX
FONCARDX
1. Yes
2. No
What was the total amount paid?
04B
FONCRDCX
FONCRDCX
How much of the total was paid this month?
04B
PRPYCELL
PRPYCELL
Since the first of ^REF_MONTH, have you had any expenses for Prepaid Cellular minutes, not already
reported?
04B
PRPYCLX
PRPYCLX
1. Yes
2. No
What was the total amount paid?
04B
PRPYCCX
PRPYCCX
How much of the total was paid this month?
<2> [goto S4A_END]
<1>
[goto FONCARDX]
<2,D,R> [goto PRPYCELL]
<1-9999> [IF FONCRDX lt 5 or gt 300 goto
ERR1_FONCARDX]
[ELSE goto FONCRDCX]
[goto FONCRDCX]
<0-9999> [IF FONCRDCX lt 5 or gt 100 goto
ERR1_FONCRDCX]
[ELSEIF FONCRDCX gt FONCARDX goto
CK_FONCRDCX]
[ELSE goto PRPYCELL]
[goto PRPYCELL]
<1>
[goto PRPYCLX]
<2,D,R> [goto PYPHONE]
<1-9999> [IF PRPYCLX lt 5 or gt 280 goto
ERR1_PRPYCLX]
[ELSE goto PRPYCCX]
[goto PRPYCCX]
<0-9999> [IF PRPYCCX = 1-5 or gt 50 goto
ERR1_PRPYCCX]
Page 99 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
[ELSEIF PRPYCCX gt PRPYCLX goto
CK_PRPYCCX]
[ELSE goto PYPHONE]
04A
PYPHONE
PYPHONE
Since the first of ^REF_MONTH], have ^YOU_ANYMEM had any expenses for public pay phone services not
already reported?
[goto PYPHONE]
<1>
[goto PYPHONEX]
<2,D,R> [goto S4B_END]
Do not include expenses for phone cards associated with the regular phone bill or pre-paid phone cards.
04B
PYPHONEX
PYPHONEX
1. Yes
2. No
What was the total amount spent?
For amounts less than $0.50, enter $0
For amounts $0.50 to $0.99, enter $1
How much of the total amount was spent this month?
04B
PYPHONCX
PYPHONCX
04C
S4C_INTRO
S4C_INTRO
<0-9999> [IF PYPHONEX gt 60 goto ERR1_PYPHONEX]
[ELSE goto PYPHONCX]
[goto PYPHONCX]
<0-9999> [IF PYPHONCX gt 10 goto ERR1_PYPHONCX]
[ELSEIF PYPHONCX gt PYPHONEX goto
CK_PHONCX]
[ELSE goto S4B_END]
[goto S4B_END]
<1> [goto TblInterservexpend.BSection04C.UTI_ITEM]
8
Now I am going to ask about cable and satellite TV service, satellite radio service, and internet service
expenditures.
Expense Amount Month
(INTSERV) (INTCHGX) (INTMO)
04C
UTI_ITEM
UTI_ITEM
1. Enter 1 to Continue
8 ? [F1]
Since the first of ^REF_MONTH have ^YOU_ANYMEM had any expenses for . . .
<1-4>
<99>
<888>
[goto INTDESC]
[goto S4C_END]
[goto UTI_ITEM - next line of grid] [If no more grid
lines goto S4C_END]
Read each item on list.
1. Cable or satellite TV services, not already reported?
2. Satellite radio services, not already reported?
3. Internet connection or an internet service provider, not already reported?
4. Internet services away from home such as web cafes or internet kiosks?
Page 100 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
<30 characters> [goto INTMO]
04C
INTDESC
INTDESC
99. None/ no more entries
888. Delete the line
What was the expense for?
04C
INTMO
INTMO
In what month was the expense?
Enter 13 for same amount each month of the reference period
Expense Amount Month
(INTSERV) (INTCHGX) (INTMO)
04C
INTCHGX
INTCHGX
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
13. Same amount each month
(What was your monthly expense?/ How much was this expense?)
Expense
Amount Month
(INTSERV) (INTCHGX) (INTMO)
04C
INTCMB_S
04C
INTCMB
INTCMB_S
Enter 'C' for combined expenses.
INTCMB
Expense
Amount Month
(INTSERV) (INTCHGX) (INTMO)
8 ? [F1]
[IF INTMO is not in then
reference period goto ERR3_INTMO]
[ELSE goto INTCHGX]
<13,D,R> [goto INTCHGX]
<1-999999> [If (UTI_ITEM = 1 and INTCHGX lt 8 or
INTCHGX gt 150) OR (UTI_ITEM = 2 and INTCHX lt 5 or
INTCHGX gt 500) or (UTI_ITEM = 3 and INTCHGX lt 5 or
INTCHGX gt 100) or (UTI_ITEM = 4 and INTCHGX lt 1 or
INTCHGX gt 50) goto ERR1_INTCHGX]
[ELSEIF INTSERV and entry in INTCHGX are equal
to any records data on the pre-chart/input file then go to
ERR_DUP]
[ELSE goto INTCMB_S]
[goto INTCMB_S]
[goto INTCMB]
[goto INTMORE]
[IF anything other than a 'C' or 'empty' is entered, goto
CK_C]
<1-4,77> [goto INTMORE]
What was (Description) combined with?
Enter all that apply, separate with commas.
Page 101 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
Expense
Amount Month
(INTSERV) (INTCHGX) (INTMO)
04C
INTMORE
INTMORE
1. Cable or satellite TV services
2. Satellite radio services
3. Internet connection or an internet service provider
4. Listening to or downloading music or audio files
5. Viewing or downloading video files
6. Online games or other internet entertainment sites
4. Internet services away from home such as web cafes or internet kiosks
77. Misc. combined (unable to specify/DK)
Did you have any other expenses for (Description)?
Expense
Amount Month
(INTSERV) (INTCHGX) (INTMO)
04A
S4D_INTRO
S4D_INTRO
1. Yes
2. No
8
<1> [IF row number = 40 goto ERR_MAX]
[ELSE goto UTI_ITEM, next line of grid]
<2,D,R> [goto UTI_ITEM, next line of grid]
<1>
[goto UTC_ITEM]
Now I am going to ask about utility bills. Please refer to any billing statements or other records you have
when answering these questions. Please remember to include any bills you receive or pay online or have
automatically deducted. Report any utility bill you have received, even if the bill has not been paid.
Prop # Property Description Company Name Utility Amount Month
(WHATPROP) (UTLPDESC)
(COMPNAME) (UTILY) (UTLCHGX)(BILLMO)
04
UTC_ITEM
UTC_ITEM
1. Enter 1 to Continue
8 ? [F1]
Since the first of ^REF_MONTH, have ^YOU_ANYMEM received any bills for any of the following utilities,
fuels, or services? Do not include bills for properties used entirely for business.
<1-10>
[goto WHATPROP]
<99>
[goto S4D_END]
<888> [go to next line on grid]
Read each item on list:
1. Electricity
2. Natural or utility gas
Page 102 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
04
Tag Name
WHATPROP
Variable Name
Question Text
WHATPROP
3. Fuel oil
4. Bottled or tank gas
5. Other fuels including wood
6. Piped-in water
7. Sewerage maintenance
8. Trash/garbage collection
9. Water softening service
10. Septic tank cleaning
99. None/No more entries
888. Delete the line
Which property was the bill for?
04
UTLPDESC
UTLPDESC
1. ^Prop_display[1]
2. ^Prop_display[2]
3. ^Prop_display[3]
4. ^Prop_display[4]
5. ^Prop_display[5]
6. ^Prop_display[6]
7. ^Prop_display[7]
8. ^Prop_display[8]
9. ^Prop_display[9]
10. ^Prop_display[10]
11. ^Prop_display[11]
12. ^Prop_display[12]
13. ^Prop_display[13]
14. ^Prop_display[14]
15. ^Prop_display[15]
16. ^Prop_display[16]
17. ^Prop_display[17]
18. ^Prop_display[18]
19. ^Prop_display[19]
20. ^Prop_display[20]
40. ^Prop_display[40]
41. ^Prop_display[41]
42. Rented vacation Property
43. Property not owned or rented by household
Briefly describe the property.
04
LASTCOMP
LASTCOMP
What is the name of the company or government agency which provides ^S4d_Desc_Fill?
Skip Instructions
<1-20,40> [IF entry greater than the number of owned
properties or deleted properties are selected.
(PROPDESC = 888 OR OPB_STAT = 3 from
section 3) goto CK_WHATPROP]
[IF UTC_ITEM = 1-3, 6-8 and no data in
any 8500.COMPNAME [1]-[40] goto COMPNAME]
[IF UTC_ITEM = 1-3, 6-8 and any data
in 8500.COMPNAME [1]-[40] goto LASTCOMP]
[ELSE goto UTILBUSN]
<41,42,43,D,R>
[goto UTLPDESC]
<30 characters> [IF UTC_ITEM = 1-3, 6-8 AND no data in
any 8500.COMPNAME [1]-[40] goto COMPNAME]
[If UTC_ITEM = 1-3, 6-8 and any data in
8500.COMPNAME [1]-[40] goto LASTCOMP]
[ELSE goto UTILBUSN]
<1-20> [goto UTILBUSN]
Page 103 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
<55>
04
COMPNAME
COMPNAME
1. ^Comp_display[1]
2. ^Comp_display[2]
3. ^Comp_display[3]
4. ^Comp_display[4]
5. ^Comp_display[5]
6. ^Comp_display[6]
7. ^Comp_display[7]
8. ^Comp_display[8]
9. ^Comp_display[9]
10. ^Comp_display[10]
11. ^Comp_display[11]
12. ^Comp_display[12]
13. ^Comp_display[13]
14. ^Comp_display[14]
15. ^Comp_display[15]
16. ^Comp_display[16]
17. ^Comp_display[17]
18. ^Comp_display[18]
19. ^Comp_display[19]
20. ^Comp_display[20]
55. Company name not listed
What is the name of the company or government agency which provides (electricity/natural or utility gas/fuel
oil/piped-in water/sewerage maintenance/trash or garbage collection)?
[goto COMPNAME]
<30 characters>
[goto UTILBUSN]
Prop # Property Description Company Name Utility Amount Month
(WHATPROP) (UTLPDESC)
(COMPNAME) (UTILY) (UTLCHGX)(BILLMO)
04
UTILBUSN
UTILBUSN
Will any part of the ^Utilbusn_desc
charges be deducted as a business expense?
<1,2,D,R> [IF INTNMBR = 1 goto UTLCHGX3, else goto
UTLCHGX1]
Prop # Property Description Company Name Utility Amount Month
(WHATPROP) (UTLPDESC)
(COMPNAME) (UTILY) (UTLCHGX)(BILLMO)
04
UTLCHGX1
UTLCHGX1
1. Yes
2. No
How much were you billed for in ^REF_MONTH?
<0-999999> [IF (UTILY = 100 and UTLCHGX1 lt 15 or
UTLCHGX1 gt 500)OR (UTILY = 110 and UTLCHGX1 lt 8
Page 104 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Prop # Property Description Company Name Utility Amount Month
(WHATPROP) (UTLPDESC)
(COMPNAME) (UTILY) (UTLCHGX)(BILLMO)
04
UTLCHGX2
UTLCHGX2
How much were you billed for in ^TWO_MONTH?
Prop # Property Description Company Name Utility Amount Month
(WHATPROP) (UTLPDESC)
(COMPNAME) (UTILY) (UTLCHGX)(BILLMO)
04
UTLCHGX3
UTLCHGX3
How much were you billed for in ^LAST_MONTH?
Prop # Property Description Company Name Utility Amount Month
(WHATPROP) (UTLPDESC)
(COMPNAME) (UTILY) (UTLCHGX)(BILLMO)
Skip Instructions
or UTLCHGX1 gt 500)OR (UTILY = 130 and UTLCHGX1 lt
34 or UTLCHGX1 gt 722) OR (UTILY = 150 and
UTLCHGX1 lt 7 or UTLCHGX1 gt 600) OR (UTILY = 180
and UTLCHGX1 lt 19 or UTLCHGX1 gt 700) OR (UTILY =
200 and UTLCHGX1 lt 8 or UTLCHGX1 gt 250) OR (UTILY
= 210 and UTLCHGX1 lt 6 or UTLCHGX1 gt 150) OR
(UTILY = 220 and UTLCHGX1 lt 6 or UTLCHGX1 gt 250)
OR (UTILY = 270 and UTLCHGX1 lt 7 or UTLCHGX1 gt
106) OR (UTILY = 280 and UTLCHGX1 lt 5 or UTLCHGX1
gt 600) goto ERR1_UTLCHGX1]
[ELSE goto UTILCHGX2]
[goto UTILCHGX2]
<0-999999> [IF (UTILY = 100 and UTLCHGX2 lt 15 or
UTLCHGX2 gt 500) or (UTILY = 110 and UTLCHGX2 lt 8 or
UTLCHGX2 gt 500) or (UTILY = 130 and UTLCHGX2 lt 34
or UTLCHGX2 gt 722) or (UTILY = 150 and UTLCHGX2 lt 7
or UTLCHGX2 gt 600) or (UTILY = 180 and UTLCHGX2 lt
19 or UTLCHGX2 gt 700) or (UTILY = 200 and UTLCHGX2
lt 8 or UTLCHGX2 gt 250) or (UTILY = 210 and UTLCHGX2
lt 6 or UTLCHGX2 gt 150) or (UTILY = 220 and UTLCHGX2
lt 6 or UTLCHGX2 gt 250) or (UTILY = 270 and
UTLCHGX2 lt 7 or UTLCHGX2 gt 106) or (UTILY = 280 and
UTLCHGX2 lt 5 or UTLCHGX2 gt 600) goto ERR1_
UTLCHGX2]
[ELSE goto UTILCHGX3]
[goto UTILCHGX3]
<0-999999> [IF (UTILY = 100 and UTLCHGX3 lt 15 or
UTLCHGX3 gt 500) or (UTILY = 110 and UTLCHGX3 lt 8 or
UTLCHGX3 gt 500) or (UTILY = 130 and UTLCHGX3 lt 34
or UTLCHGX3 gt 722) or (UTILY = 150 and UTLCHGX3 lt 7
or UTLCHGX3 gt 600) or (UTILY = 180 and UTLCHGX3lt 19
or UTLCHGX3 gt 700) or (UTILY = 200 and UTLCHGX3 lt 8
or UTLCHGX3 gt 250) or (UTILY = 210 and UTLCHGX3 lt 6
or UTLCHGX3gt 150) or (UTILY = 220 and UTLCHGX3 lt 6
or UTLCHGX3 gt 250) or (UTILY = 270 and UTLCHGX3 lt 7
or UTLCHGX3 gt 106) or (UTILY = 280 and UTLCHGX3 lt 5
or UTLCHGX3 gt 600) goto ERR1_UTLCHGX3]
[ELSEIF UTLCHGX1 ne 0 AND UTLCHGX2 ne 0 AND
UTLCHGX3 ne 0 goto UTILCMB_S]
[ELSE goto BLPERIOD]
[goto UTILCMB_S]
Page 105 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
04
BLPERIOD
BLPERIOD
What is your usual billing period for the service?
<1-4,D,R> [goto UTILCMB_S]
<5> [goto BLPEROTH]
Prop # Property Description Company Name Utility Amount Month
(WHATPROP) (UTLPDESC)
(COMPNAME) (UTILY) (UTLCHGX)(BILLMO)
04
BLPEROTH
BLPEROTH
1. Month
2. 2 months
3. Quarter
4. Annual
5. Other
Specify:
<30 characters>
[goto UTILCMB_S]
Prop # Property Description Company Name Utility Amount Month
(WHATPROP) (UTLPDESC)
(COMPNAME) (UTILY) (UTLCHGX)(BILLMO)
04
UTILCMB_S
UTILCMB_S
Enter 'C' for a combined expense
04
UTILCMB
UTILCMB
8
? [F1]
[goto UTILCMB]
[goto MOREBILL]
[If anything other than a 'C' or empty is entered, go to CK_C]
<1-10,77> [goto MOREBILL]
What other utilities, fuels, or services was ^Utilbusn_desc combined with?
Enter all that apply, separate with commas.
Prop # Property Description Company Name Utility Amount Month
(WHATPROP) (UTLPDESC)
(COMPNAME) (UTILY) (UTLCHGX)(BILLMO)
MOREBILL
MOREBILL
1. Electricity
2. Natural or utility gas
3. Fuel oil
4. Bottled or tank gas
5. Other fuels including wood
6. Piped-in water
7. Sewerage maintenance
8. Trash/garbage collection
9. Water softening service
10. Septic tank cleaning
77. Misc. combined (unable to specify/DK)
Did you receive any other ^Utilbusn_desc bills?
<1> [IF ROW number = 40, goto ERR_MAX]
[ELSE goto UTC_ITEM, next line of grid]
Page 106 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
05
Tag Name
S5_INTRO
Variable Name
S5_INTRO
Question Text
Skip Instructions
Prop # Property Description Company Name Utility Amount Month
(WHATPROP) (UTLPDESC)
(COMPNAME) (UTILY) (UTLCHGX)(BILLMO)
<2,D,R> [goto UTC_ITEM, next line of grid]
1. Yes
2. No
9
<1>
[goto ITEM]
Now I am going to ask about expenses for construction, repairs, alterations and maintenance of property.
Prop. Description Work Desc. Total Job Cost
(PRP5DESC)
(WRKDESC) (TOTJBCST)
05
CRB_ITEM
ITEM
1. Enter 1 to Continue
9 ? [F1]
SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - First, let's talk about the construction or alteration of property you own or rent. (You should not include jobs
that have been or will be totally reimbursed by someone outside your household such as a landlord.)
<1-22> [goto CRMPROPI]
<95>
[goto next row]
<99>
[goto ADVMATER]
<888> [goto ITEM - next line of grid]
[if no more grid lines goto ADVMATER]
Since the first of ^REF_MONTH, have ^YOU_ANYMEM had expenses for Read each item on list.
SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Now, let's talk about maintenance and repairs for property you own or rent. (Again, you should not include
jobs that have been or will be totally reimbursed by someone outside your household such as a landlord.)
Read each item on list.
SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Have there been any expenses for any other property, such as property that you do not own or rent,
paid for by ^YOU_ANYMEM?
If Yes Which type of job were those expenses for?
1. Dwellings under construction including a vacation home or second home?
Page 107 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
05
Tag Name
CRMPROPI
Variable Name
Question Text
Skip Instructions
CRMPROPI
2. Building an addition to the house or a new structure, such as a porch, garage, or new wing?
3. Finishing a basement or an attic or enclosing a porch?
4. Remodeling one or more rooms in the house?
5. Landscaping the ground or planting new shrubs or trees?
6. Building outdoor patios, walks, fences, or other enclosures, driveways, or permanent swimming pools or hot tubs?
7. Repairing outdoor patios, walks, fences, driveways, or permanent swimming pools?
8. Inside painting or papering?
9. Outside painting?
10. Plastering or paneling?
11. Plumbing or water heating installations or repairs?
12. Electrical work?
13. Heating or air conditioning jobs?
14. Flooring repair or replacement, including wood, vinyl, and tile?
15. Wall-to-wall carpet - original installation?
16. Wall-to-wall carpet - replacement?
17. Insulation?
18. Roofing, gutters, or downspouts?
19. Siding?
20. Installation, repair, or replacement of window pains, screens, storm doors, awnings, and the like?
21. Masonry, brick or stucco work?
22. Other improvements or repairs?
95. Continue list
99. None/no more entries
888. Delete the line
On which property was the work done?
<1-20>
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
1. ^Property[1]
2. ^Property[2]
3. ^Property[3]
4. ^Property[4]
5. ^Property[5]
6. ^Property[6]
7. ^Property[7]
8. ^Property[8]
9. ^Property[9]
10. ^Property[10]
11. ^Property[11]
12. ^Property[12]
13. ^Property[13]
14. ^Property[14]
15. ^Property[15]
<97>
[If entry gt total number of properties, goto
CK_CRMPROPI]
[ELSE goto WRKDESC]
[goto WRKDESC]
<98,99,D,R>
[goto PRP5DESC]
Page 108 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
05
Tag Name
PRP5DESC
05
WRKDESC
Variable Name
Question Text
Skip Instructions
PRP5DESC
16. ^Property[16]
17. ^Property[17]
18. ^Property[18]
19. ^Property[19]
20. ^Property[20]
97. ^S5_Rented_SU
98. ^S5_Other
99. Property not owned or rented by household
Briefly describe the property.
<30 characters>
WRKDESC
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
What work was done?
The description should be adequate to classify "alteration", "repair", etc., and to identify in next
interview.
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
CRMTYPE
CRMTYPE
Enter the appropriate job classification code.
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
2. Alteration
3. Replacement
4. Maintenance and repair
05
TEMPCODE
TEMPCODE
Enter the appropriate detailed job code.
[goto WRKDESC]
<90 characters> [If ITEM = 1 goto TOTJBCST]
[if ITEM = 2 goto TEMPCODE]
[if ITEM = 3 goto TOTJBCST]
[if ITEM = 4 goto TEMPCODE]
[if ITEM = 5 goto TOTJBCST]
[if ITEM = 6 goto TEMPCODE]
[if ITEM = 8 goto TEMPCODE]
[if ITEM = 9 goto TOTJBCST]
[if ITEM = 7,10-14, 17-22 goto CRMTYPE]
[if ITEM = 15 or 16 goto TOTJBCST]
<2> [if ITEM = 10, 13, 17, or 19 goto TOTJBCST]
[else goto TEMPCODE]
<3> [if ITEM = 10, 12-15, 19 or 21-22 goto TOTJBCST]
[else goto TEMPCODE]
<4> [if ITEM = 11-15, 19 or 21-22 goto TOTJBCST]
[else goto TEMPCODE]
[goto TEMPCODE]
<1-10,D,R> [goto TOTJBCST]
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
1. ^S5a_Tempcode[1]
2. ^S5a_Tempcode[2]
3. ^S5a_Tempcode[3]
4. ^S5a_Tempcode[4]
5. ^S5a_Tempcode[5]
6. ^S5a_Tempcode[6]
7. ^S5a_Tempcode[7]
Page 109 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
05
Tag Name
TOTJBCST
Variable Name
Question Text
TOTJBCST
8. ^S5a_Tempcode[8]
9. ^S5a_Tempcode[9]
10. ^S5a_Tempcode[10]
What was the total cost of the job?
Include all costs paid for by ^YOU_ANYMEM or by someone outside your household, such as
insurance companies, and so forth, regardless of when you made the payment(s) or incurred the costs.
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
S5BCMB_S
S5BCMB_S
Enter 'C' for a combined expense
S5B_COMB
S5B_COMB
9
? [F1]
Skip Instructions
<1-999999> [if (CRMCODEB = 100 and TOTJBCST lt 10
or gt 100000) OR (CRMCODEB = 110 and TOTJBCST lt
15 or gt 50000) OR (CRMCODEB = 120 and TOTJBCST lt
15 or gt 23000) OR (CRMCODEB = 130 and TOTJBCST lt
40 or gt 30000) OR (CRMCODEB = 140 and TOTJBCST lt
18 or gt 5800) OR (CRMCODEB = 150 and TOTJBCST lt
49 or gt 22450) OR (CRMCODEB = 160 and TOTJBCST lt
14 or gt 7250) OR (CRMCODEB = 170 and TOTJBCST lt 10
or gt 2400) OR (CRMCODEB = 180 and TOTJBCST lt 10 or
gt 5460) OR (CRMCODEB = 190 and TOTJBCST lt 6 or gt
2500) OR (CRMCODEB = 200 and TOTJBCST lt 10 or gt
2906) OR (CRMCODEB = 210 and TOTJBCST lt 7 or gt
5080) OR (CRMCODEB = 220 and TOTJBCST lt 18 or gt
6000) OR (CRMCODEB = 230 and TOTJBCST lt 25 or gt
9000) OR (CRMCODEB = 240 and TOTJBCST lt 5 or gt
4100) OR (CRMCODEB = 260 and TOTJBCST lt 10 or gt
11000) OR (CRMCODEB = 270 and TOTJBCST lt 20 or gt
16000) OR (CRMCODEB = 280 and TOTJBCST lt 10 or gt
10000) OR (CRMCODEB = 290 and TOTJBCST lt 10 or gt
38000) OR (CRMCODEB = 300 and TOTJBCST lt 10 or gt
6500) OR (CRMCODEB = 231 and TOTJBCST lt 10 or gt
12000) OR (CRMCODEB = 232 and TOTJBCST lt 30 or gt
5000) then goto ERR1_TOTJBCST]
[ELSE goto S5BCMB_S]
[goto S5BCMB_S]
[goto S5B_COMB]
[goto CONTRACT]
[IF any entry other than a 'C' or the enter key is entered, goto
CK_C]
<1-22,77> [goto CONTRACT]
What other work was included in this job?
Enter all that apply, separate with commas.
1. Dwellings under construction including a vacation home or second home
2. Building an addition to the house or a new structure such as a porch, garage, or new wing
3. Finishing a basement or an attic or enclosing a porch
4. Remodeling one or more rooms in the house
5. Landscaping the ground or planting new shrubs or trees
Page 110 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
05
Tag Name
CONTRACT
Variable Name
Question Text
Skip Instructions
CONTRACT
6. Build outdoor patios, walks, fences, or other enclosures, driveways, or permanent swimming pools or hot tubs
7. Repair outdoor patios, walks, fences
8. Inside painting or papering
9. Outside painting
10. Plastering or paneling
11. Plumbing or water heating installations or repairs
12. Electrical work
13. Heat or air conditioning jobs
14. Flooring repair or replacement, including wood, vinyl, and tile
15. Wall-to-wall carpet - original installation
16. Wall-to-wall carpet - replacement
17. Insulation
18. Roofing, gutters, or downspouts
19. Siding
20. Installation, repair, replacement of window panes, screens, storm doors, awnings, and the like
21. Masonry, brick or stucco
22. Other improvements or repairs
77. Misc. combined (unable to specify/DK)
Did you do all the work for this job yourself or did you pay someone else to do all or part of the work?
<1,D,R> [goto CRMMATER]
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
CNTRCTX3
CNTRCTX3
1. Self Only
2. Paid or contracted with someone else
3. Both
What did you pay in ^REF_MONTH to someone else for this job?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
CNTRCTX2
CNTRCTX2
What did you pay in ^TWO_MONTH to someone else for this job?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
CNTRCTX1
CNTRCTX1
What did you pay in ^LAST_MONTH to someone else for this job?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
<2,3>
[If INTNMBR = 1 goto CNTRCTX1]
[ELSE goto CNTRCTX3]
<0-999999> [IF (CRMCODEB = 100 and CNTRCTX3 gt
38715) OR (CRMCODEB = 110-150 and CNTRCTX3 gt
10000) OR (CRMCODEB = 160-310 and CNTRCTX3 gt
3850) then goto ERR1_CNTRCTX3]
[ELSE goto CNTRCTX2]
[goto CNTRCTX2]
<0-999999> [IF (CRMCODEB = 100 and CNTRCTX2 gt
345339) OR (CRMCODEB = 110-150 and CNTRCTX2 gt
10000) OR (CRMCODEB = 160-310 and CNTRCTX2 gt
4000) then goto ERR1_CNTRCTX2]
[ELSE goto CNTRCTX1]
[goto CNTRCTX1]
<0-999999> [IF (CRMCODEB = 100 and CNTRCTX1 gt
43852) OR CRMCODEB = 110-150 and CNTRCTX1 gt
14630) OR (CRMCODEB = 160-310 and CNTRCTX1 gt
4000) then goto ERR1_CNTRCTX1]
Page 111 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
[ELSE goto CNTRCTX0]
05
CNTRCTX0
CNTRCTX0
How much was paid this month?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
CONTRCTX
CONTRCTX
Since the first of ^REF_MONTH, what is the total amount you paid to someone else for this job?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
[goto CNTRCTX0]
<0-999999,D,R> [if (CRMCODEB = 100 and CNTRCTX0
gt 14000) OR (CRMCODEB = 110-150 and CNTRCTX0 gt
6000) OR (CRMCODEB = 160-310 and CNTRCTX0 gt
2003) then goto ERR1_CNTRCTX0]
[ELSEIF INTNMBR = 2-5 AND (CNTRCTX3
= 0 and CNTRCTX2 = 0 and CNTRCTX1 = 0 and
CNTRCTX0= 0) then goto CK_CNTRCTX]
[ELSEIF INTNMBR = 2-5 AND (CNTRCTX3
= D or CNTRCTX2 = D or CNTRCTX1 = D or CNTRCTX0 =
D then goto CONTRCTX]
[ELSEIF ITEM = 1-4, 11-13 or 22 goto
MAJ_APPL]
[ELSE goto CRMMATER]
<0-999999> [if (CRMCODEB = 100 and CONTRCTX gt
109445) OR
(CRMCODEB = 110-150 and CONTRCTX
gt 28000) OR
(CRMCODEB = 160-310 and CONTRCTX
gt 8000)
then goto ERR1_CONTRCTX]
[ELSEIF ITEM = 1-4, 11-13 or 22 goto
MAJ_APPL]
[Else goto
BSECT5.BBLOCKA.BROW.BROWA2.CRMMATER]
05
MAJ_APPL
MAJ_APPL
10
? [F1]
[IF ITEM = 1-4, 11-13 or 22 goto MAJ_APPL]
[Else goto
BSECT5.BBLOCKA.BROW.BROWA2.CRMMATER]
<1>
[goto APP_SCR]
<2,D,R> [goto CRMMATER]
Did any of the cost since ^REF_MONTH include the cost of any appliances or equipment?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
1. Yes
2. No
05
APP_SCR
APP_SCR
10
? [F1]
<1-14> [goto APPL_X1]
[goto CRMMATER]
Page 112 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
Which of the following appliances or equipment were included?
Enter up to six, separate with commas.
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
APPL_X1
APPL_X1
1. Cooking stove, range, or oven
2. Microwave oven
3. Refrigerator or Home Freezer
4. Built-in dishwasher
5. Portable dishwasher
6. Garbage disposal
7. Clothes washer
8. Clothes dryer
9. Range hood
10. Smoke alarms and detectors
11. Trash compactor
12. Window air conditioner
13. Portable cooling and heating equipment
14. Other major home appliances and equip.
What was the total cost for (description for 1st selection)?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
APPL_X2
APPL_X2
What was the total cost for (description for 2nd selection)?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
APPL_X3
APPL_X3
What was the total cost for (description of 3rd selection)?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
<1-999999> [IF lt 5 or gt 4000 then goto ERR1_APPLX1]
[ELSEIF there is a second selection in
APP_SCR, goto APPL_X2]
[ELSE goto CRMMATER]
[IF there is a second selection in APP_SCR, goto
APPL_X2]
[ELSE goto CRMMATER]
<1-999999> [if APPL_X2 lt 5 or gt 4000 then goto
ERR1_APPLX2]
[ELSEIF there is a third selection in APP_SCR,
goto APPL_X3]
[ELSE goto CRMMATER]
[IF there is a third selection in APP_SCR, goto
APPL_X3]
[ELSE goto CRMMATER]
<1-999999> [if APPL_X3 lt 5 or gt 4000 then goto
ERR1_APPLX3]
[ELSEIF there is a fourth selection in APP_SCR,
goto APPL_X4]
[ELSE goto CRMMATER]
Page 113 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
05
APPL_X4
APPL_X4
What was the total cost for (description of 4th selection)?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
[IF there is a fourth selection in APP_SCR, goto
APPL_X4]
[ELSE goto CRMMATER]
<1-999999> [IF APPL_X4 lt 5 or gt 4000 then goto
ERR1_APPLX4]
[ELSEIF there is a fifth selection in APP_SCR,
goto APPL_X5]
[ELSE goto CRMMATER]
05
APPL_X5
APPL_X5
What was the total cost for (description for 5th selection)?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
[IF there is a fifth selection in APP_SCR, goto
APPL_X5]
[ELSE goto CRMMATER]
<1-999999> [IF APPL_X5 lt 5 or gt 4000 then goto
ERR1_APPLX5]
[ELSEIF there is a sixth selection in APP_SCR,
goto APPL_X6]
[ELSE goto CRMMATER]
05
APPL_X6
APPL_X6
What was the total cost for (description for 6th selection)?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
CRMMATER
CRMMATER
Since the first of ^REF_MONTH, have ^YOU_ANYMEM PURCHASED any materials, supplies, tools or
equipment for doing this job?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
SUPPLYX3
SUPPLYX3
1. Yes
2. No
What was the total cost for all items ^YOU_YRCU purchased for this job in ^REF_MONTH?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
[IF there is a sixth selection in APP_SCR, goto
APPL_X6]
[ELSE goto CRMMATER]
<1-999999> [IF APPL_X6 lt 5 or gt 4000 then goto
ERR1_APPLX6]
[ELSE goto
BSECT5.BBLOCKA.BROW.ROWA2.CRMMATER]
[goto
BSECT5.BBLOCKA.BROW.ROWA2.CRMMATER]
<1> [IF INTNMBR = 2-5 goto SUPPLYX3]
[ELSEIF INTNMBR = 1 goto SUPPLYX1]
<2,D,R> [goto TOOLRENT]
<0-999999> [IF (CRMCODEB = 100 and SUPPLYX3 gt
7000) OR
(CRMCODEB = 110-150 and SUPPYX3 gt
2500) OR
(CRMCODEB = 160-310 and SUPPLYX3 gt
1000) then
Page 114 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
goto ERR1_SUPPLYX3]
[ELSE goto SUPPLYX2]
05
SUPPLYX2
SUPPLYX2
What was the total cost for all items ^YOU_YRCU purchased for this job in ^TWO_MONTH?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
SUPPLYX1
SUPPLYX1
What was the total cost for all items ^YOU_YRCU purchased for this job in ^LAST_MONTH?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
SUPPLYX0
SUPPLYX0
What was the total cost for all items ^YOU_YRCU purchased for this job in (current month)?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
[goto SUPPLYX2]
<0-999999> [IF (CRMCODEB = 100 and SUPPLYX2 gt
7000) OR
(CRMCODEB = 110-150 and SUPPLYX2 gt
2500) OR
(CRMCODEB = 160-310 and SUPPLYX2 gt
1000)
then goto ERR1_SUPPLYX2]
[ELSE goto SUPPLYX1]
[goto SUPPLYX1]
<0-999999> [IF (CRMCODEB = 100 and SUPPLYX1 gt
7000) OR
(CRMCODEB = 110-150 and SUPPLYX1 gt
2500) OR
(CRMCODEB = 160-310 and SUPPLYX1 gt
1000
goto ERR1_SUPPLYX1]
[ELSE goto SUPPLYX0]
[goto SUPPLYX0]
<0-999999,D,R> [IF (CRMCODEB = 100 and SUPPLYX0 gt
7000) or
(CRMCODEB = 110-150 and SUPPLYX0
gt 2500) or
(CRMCODEB = 160-310 and SUPPLYX0
gt 1000)
then goto ERR1_SUPPLYX0]
[ELSEIF (INTNMBR = 2-5 and (SUPPLYX3 =
0 and
SUPPLYX2 = 0 and SUPPLYX1 = 0
and
SUPPLYX0 = 0)) OR (INTNMBR = 1
and
SUPPLYX1 = 0 and SUPPLYX0 eq
0) then
goto CK_SUPPLYX]
[ELSEIF INTNMBR = 2-5 and SUPPLYX3
= D or
SUPPLYX2 = D or SUPPLYX1 =
D or
Page 115 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
05
Tag Name
SUPPLYX
Variable Name
SUPPLYX
Question Text
Since the first of ^REF_MONTH, what was the total cost of all items ^YOU_YRCU purchased for this job?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
TOOLRENT
TOOLRENT
Since the first of ^REF_MONTH, have ^YOU_ANYMEM RENTED any tools or equipment for doing this job?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
TOOLRTX3
TOOLRTX3
1. Yes
2. No
What was the total cost for all items ^YOU_YRCU rented for this job in ^REF_MONTH?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
TOOLRTX2
TOOLRTX2
What was the total cost for all items ^YOU_YRCU rented for this job in ^TWO_MONTH?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
TOOLRTX1
TOOLRTX1
What was the total cost for all items ^YOU_YRCU rented for this job in ^LAST_MONTH?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
TOOLRTX0
TOOLRTX0
What was the total cost for all items ^YOU_YRCU rented for this job in (current month)?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
Skip Instructions
SUPPLYX0 = D goto SUPPLYX]
[ELSE goto TOOLRENT]
<0-999999> [IF (CRMCODEB = 100 and SUPPLYX gt 7000)
OR
(CRMCODEB = 110-150 and SUPPLYX gt
2500) OR
(CRMCODEB = 160-310 and SUPPLYX gt
1000) then
goto ERR1_SUPPLYX]
[ELSE goto TOOLRENT]
[goto TOOLRENT]
<1> [IF INTNMBR = 2-5 goto TOOLRTX3]
[IF INTNMBR = 1 goto TOOLRTX1]
<2,D,R> [goto REIMBRS]
<0-999999> [IF TOOLRTX3 gt 400 then goto
ERR1_TOOLRTX3]
[ELSE goto TOOLRTX2]
[goto TOOLRTX2]
<0-999999> [IF TOOLRTX2 gt 400 then goto
ERR1_TOOLRTX2]
[ELSE goto TOOLRTX1]
[goto TOOLRTX1]
<0-999999> [IF TOOLRTX1 gt 400 then goto
ERR1_TOOOLRTX1]
[ELSE goto TOOLRTX0]
[goto TOOLRTX0]
<0-999999,D,R> [IF TOOLRTX0 gt 400 goto
ERR1_TOOLRTX0]
[ELSEIF INTNMBR = 2-5 and (TOOLRTX3
= D or TOOLRTX2 = D or TOOLRTX1 = D or TOOLRTX0 =
D ) goto TOOLRTX]
[ELSEIF INTNMBR = 2-5 and (TOOLRTX3
= 0 and TOOLRTX2 = 0 and TOOLRTX1 = 0 and
TOOLRTX0 = 0) then goto CK_TOOLRTX]
[ELSEIF INTNMBR = 1 and TOOLRTX1 = 0
and TOOLRTX0 = 0 goto CK_TOOLRTX]
Page 116 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
05
TOOLRTX
TOOLRTX
Since the first of ^REF_MONTH, what was the total cost for all items ^YOU_YRCU rented for this job?
<0-999999> [IF TOOLRTX gt 518 then goto
ERR1_TOOLRTX]
[ELSE goto REIMBRS]
[ELSE goto REIMBRS]
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
REIMBRS
REIMBRS
Was or will any of the total cost (Of $(amount) / of this job.) be reimbursed or paid by someone outside of
your household?
[goto REIMBRS]
<1>
[goto REIMBRSZ]
<2,D,R> [goto CRMBSNSD]
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
REIMBRSZ
05
CRMBSNSD
REIMBRSZ
1. Yes
2. No
What percent of the total cost was or will be reimbursed or paid by someone outside of your household?
CRMBSNSD
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
Were or will any of these expenses for this job be deducted as a business expense?
<1-99,D,R> [goto CRMBSNSD]
<100> [goto ERR2_REIMBRSZ]
<1>
[goto CRMBSNSZ]
<2,D,R> [goto BLSECT5.BBLOCKA.BROWMORE]
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
CRMBSNSZ
05
ANY5MORE
CRMBSNSZ
1. Yes
2. No
What percent was or will be deducted?
MORE
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
Did you have any other expenses for ^S5_desc?
Prop Description Work Desc Total
(WRKDESC)
(PRP5DESC) (TOTJBCST)
05
ADVMATER
ADVMATER
1. Yes
2. No
Since the first of ^REF_MONTH, excluding this month, have ^YOU_ANYMEM purchased
any materials or supplies for JOBS NOT YET STARTED?
<1-99,D,R> [exit block and goto MORE]
<100>
[goto ERR2_CRMBSNSZ]
<1>
[IF ROW number = 12 then goto ERR_MAX]
[ELSE goto ITEM, next row]
<2,D,R> [goto ITEM, next row]
<1>
<2,D,R>
[goto ADVDESC]
[goto MATNSPEC]
Page 117 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
1. Yes
2. No
What kind of job will the materials be used for?
<70 characters>
05
ADVDESC
ADVDESC
05
JOBCODE
JOBCODE
[goto JOBCODE]
Enter a brief description.
9
? [F1]
<1-22,D,R> [goto ADVMATX]
Select a job type below.
1. Dwellings under construction including a vacation home or second home
2. Building an addition to the house or a new structure, such as a porch, garage, or new wing
3. Finishing a basement or an attic or enclosing a porch
4. Remodeling one or more rooms in the house
5. Landscaping the ground or planting new shrubs or trees
6. Building outdoor patios, walks, fences, or other enclosures, driveways, or permanent swimming pools or hot tubs
7. Repair outdoor patios, walks, fences
8. Inside painting or papering
9. Outside painting
10. Plastering or paneling
11. Plumbing or water heating installations or repairs
12. Electrical work
13. Heat or air conditioning jobs
14. Flooring repair or replacement, including wood, vinyl, and tile
15. Wall-to-wall carpet - original installation
16. Wall-to-wall carpet - replacement
17. Insulation
18. Roofing, gutters, or downspouts
19. Siding
20. Installation, repair, or replacement of window panes, screens, storm doors, awnings, and the like
21. Masonry, brick or stucco
22. Other improvements or repairs
What was the total cost of these materials and supplies?
05
ADVMATX
ADVMATX
05
S5ACMB_S
S5ACMB_S
Enter 'C' for a combined expense
S5A_COMB
S5A_COMB
9
? [F1]
<1-999999> [IF lt 8 or gt 3865 then goto ERR1_ADVMATX]
[ELSE goto S5ACMB_S]
[goto S5ACMB_S]
[goto S5A_COMB]
[goto MATNSPEC]
[if anything other than "C" or blank is entered goto CK_C]
<1-22,77>
[goto MATNSPEC]
What other work will be included in this job?
Enter all that apply, separate with commas.
Page 118 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
05
Tag Name
MATNSPEC
05
Variable Name
MATNSPEC
MATNSPCX
MATNSPCX
S6A_INTRO
S6A_INTRO
Question Text
Skip Instructions
1. Dwellings under construction including a vacation home or second home
2. Building an addition to the house or a new structure such as a porch, garage, or new wing
3. Finishing a basement or an attic or enclosing a porch
4. Remodeling one or more rooms in the house
5. Landscaping the ground or planting new shrubs or trees
6. Build outdoor patios, walks, fences, or other enclosures, driveways, or permanent swimming pools or hot tubs
7. Repair outdoor patios, walks, fences
8. Inside painting or papering
9. Outside painting
10. Plastering or paneling
11. Plumbing or water heating installations or repairs
12. Electrical work
13. Heat or air conditioning jobs
14. Flooring repair or replacement, including wood, vinyl, and tile
15. Wall-to-wall carpet - original installation
16. Wall-to-wall carpet - replacement
17. Insulation
18. Roofing, gutters, or downspouts
19. Siding
20. Installation, repair, replacement of window panes, screens, storm doors, awnings, and the like
21. Masonry, brick or stucco
22. Other improvements or repairs
77. Misc. combined (unable to specify/DK)
Since the first of ^REF_MONTH, excluding this month, have ^YOU_ANYMEM purchased
any materials or supplies NOT FOR ANY SPECIFIC JOB?
<1>
[goto MATNSPCX]
<2,D,R> [goto S5_END]
1. Yes
2. No
What was the total cost?
11
<1-999999> [IF lt 5 or gt 600 then goto
ERR1_MATNSPCX]
[ELSE goto S5_END]
[goto S5_END]
<1> [BTABLEA.BROW.ITEM]
Now I am going to ask about the purchase or rental of major household appliances.
Please include any shipping and handling charges with the cost of any item that was shipped.
Description Type
Month Amount
(MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/
Rented)
MAJRENTX)
Page 119 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
06A
APA_ITEM
ITEM
1. Enter 1 to Continue
11 ? [F1]
<1-11> [goto DESCRIPTION]
Since the first of ^REF_MONTH, have ^YOU_ANYMEM
purchased or rented any of the following items for your household
or for someone outside of your household?
<99>
<888>
[goto S6A_END]
[goto ITEM - next line of grid]
[IF no more grid lines goto S6A_END]
Read each item on list.
06A
MAJTYPE
DESCRIPTION
1. Microwave oven
2. Cooking stove, range or oven
3. Range hood
4. Refrigerator or home freezer
5. Built-in dishwasher
6. Portable dishwasher
7. Garbage disposal
8. Clothes washer
9. Clothes dryer
99. None/No more entries
888. Delete the line
What did you purchase or rent?
<30 characters> [goto WHO]
Enter brief description of the item
06A
GFTC_MAJ
WHO
Description Type
Month Amount
(MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/
Rented)
MAJRENTX
Was this item -
<1,3,D,R>
<2>
[goto MONTH]
[goto AMOUNT]
Description Type
Month Amount
(MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/
Rented)
MAJRENTX
06A
MAJ_MO
MONTH
1. Purchased for someone inside the household?
2. Rented?
3. Purchased for someone outside your household?
When did you purchase it?
Description Type
Month Amount
(MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/
Rented)
MAJRENTX
[IF entry is not in the
reference period then go to ERR3_MONTH]
[ELSE goto AMOUNT]
[goto AMOUNT]
Page 120 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
06
Tag Name
MAJ_AMOUNT
Variable Name
Question Text
AMOUNT
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
(What was the total rental expense since the first of (reference month) not including (current month
Description Type
Month Amount
(MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/
Rented)
MAJRENTX
06A
MAJTAX
TAX
Did this include sales tax?
Skip Instructions
<1-999999> [IF WHO = 1,3,D or R) AND
[(MAJAPPLY = 100 and AMOUNT lt 27 or gt
1915) OR
(MAJAPPLY = 120 and AMOUNT lt 20 or gt
473) OR
(MAJAPPLY = 140 and AMOUNT lt 40 or gt
1822) OR
(MAJAPPLY = 160 and AMOUNT lt 81 or gt
1000) OR
(MAJAPPLY = 170 and AMOUNT lt 10 or gt
530) OR
(MAJAPPLY = 180 and AMOUNT lt 35 or gt
450) OR
(MAJAPPLY = 190 and AMOUNT lt 50 or gt
1184)OR
(MAJAPPLY = 200 and AMOUNT lt 41 or gt
914) OR
(MAJAPPLY = 210 and AMOUNT lt 10 or gt
600)]
then goto ERR1_AMOUNT]
[ELSEIF (WHO = 2) AND (AMOUNT lt 5 or gt
362) then
goto ERR1_AMOUNT]
[ELSEIF MAJAPPLY and the entry in AMOUNT
for this record are equal to any records
data on the pre-chart/input then goto
ERR_DUP]
[ELSE goto TAX]
[goto INSTALL]
<1,2,D,R> [goto INSTALL]
Page 121 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
Description Type
Month Amount
(MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/
Rented)
MAJRENTX
06
INSTALL
INSTALL
1. Yes
2. No
Were there any extra charges for installation or delivery?
<1>
[goto INST]
<2,D,R> [goto C]
Include charges for disposal of old appliances.
Description Type
Month Amount
(MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/
Rented)
MAJRENTX
06A
MAJINSTX
INST
1. Yes
2. No
How much?
Description Type
Month Amount
(MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/
Rented)
MAJRENTX
06
MAJCMB_S
C
Enter 'C' for a combined expense
06
MAJCMB
COMBCODE
11
? [F1]
<1-999999> [IF (MAJAPPLY = 100 and INST gt 800) OR
(MAJAPPLY = 120 and INST gt 250) OR
(MAJAPPLY = 140 and INST gt 275) OR
(MAJAPPLY = 160 and INST gt 200) OR
(MAJAPPLY = 170 and INST gt 50) OR
(MAJAPPLY = 180 and INST gt 400) OR
(MAJAPPLY = 190 and INST gt 50) OR
(MAJAPPLY = 200 and INST gt 50) OR
(MAJAPPLY = 210 and INST gt 50)
THEN goto ERR1_INST]
[ELSE goto C]
[goto C]
[goto COMBCODE]
[goto MORE]
[IF anything other than a 'C' or the Enter key is entered,go
to CK_C]
<1-9,77> [goto MORE]
What other appliances is the (Appliance description) combined with?
Enter all that apply, separate with commas
Description Type
Month Amount
(MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/
Rented)
MAJRENTX
Page 122 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
06
Tag Name
MAJOTHER
Variable Name
Question Text
Skip Instructions
MORE
1. Microwave oven
2. Cooking stove, range or oven
3. Range hood
4. Refrigerator or home freezer
5. Built-in dishwasher
6. Portable dishwasher
7. Garbage disposal
8. Clothes washer
9. Clothes dryer
77. Misc. combined (unable to specify/DK)
Did you purchase or rent any other (Appliance Description)?
<1>
Description Type
Month Amount
(MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/
Rented)
MAJRENTX
S6B_INTRO
S6B_INTRO
1. Yes
2. No
12 - 17
[IF ROW number = 7, goto ERR_MAX]
[ELSE goto ITEM, next row of grid]
<2,D,R>
[goto ITEM, next row of grid]
<1> [ITEM]
Now I am going to ask about expenses for the puchase or rental of household appliances and other selected
items. Please include any shipping and handling charges with the cost of any item that was shipped.
Description Type
Month Amount
MINTYPE) (Purchased/ (MIN_MO) (MINPURX/
Rented)
MINRENTX)
1. Enter 1 to Continue
06B
APB_ITEM
ITEM
SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 22 - 24 ? [F1]
Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased or rented any of the following items?
<1-43>
<95>
<99>
<888>
[goto DESCRIPTION]
[goto next row]
[goto S6B_END]
[goto ITEM - next line of grid]
[If no more grid lines goto S6B_END]
Read each item on list
SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 25
? [F1]
Have ^YOU_ANYMEM purchased or rented any --
Page 123 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
Read each item on list
SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 16 - 17
? [F1]
Have ^YOU_ANYMEM purchased or rented any -Read each item on list
SCREEN 4 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Have ^YOU_ANYMEM purchased or rented any -Read each item on list
Screen 5---------------------------------------------------------------------------------------Have ^YOU_ANYMEM purchased or rented any -Read each item on list
Screen 6---------------------------------------------------------------------------------------Have ^YOU_ANYMEM purchased any -Read each item on list
1. Small elec kitchen appl
2. Elec personal care appl
3. Smoke detectors
4. Elec floor cleaning equip
5. Other household appl
6. Sewing machines
7. Office machines
8. Personal digital assistants or PDA's
Page 124 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
06B
Tag Name
MINTYPE
Variable Name
Question Text
Skip Instructions
DESCRIPTION
9. Digital book readers
10. Computers, computer systems, or related hardware
11. Computer software including computer games, for non-business use
12. Computer accessories
13. Portable memory, such as flash drives, memory cards, and recordable discs and tapees
14. Video game hardware or accessories
15. Video games
16. Telephones or accessories
17. Telephone answering machines
18. Photographic equipment
19. Musical instruments, supplies, and accessories
20. Lawn mowing machinery or other yard equipment
21. Power Tools
22. Non-power tools
23. Window air conditioners
24. Portable cooling or heating equipment
25. Televisions, all types
26. DVD Players, VCRs, DVRs, or video cameras
27. Satellite dishes, receivers or accessories
28. Handheld personal music players
29. Radios, all types
30. Tape recorders or players
31. Sound components, component systems, or disc sound systems
32. Other sound or video equipment, including accessories
33. General sports equipment (exclude athletic shoes for sports related use, such as football, baseball, soccer or
bowling)
34. Health and exercise equipment
35. Camping equipment
36. Hunting and fishing equipment
37. Winter sports equipment
38. Water sports equipment
39. Outboard motors
40. Bicycles
41. Tricycles or battery powered riders
42. Playground equipment
43. Other sports or recreation equipment
95. Continue list
99. None/no more entries
888. Delete the line
What did you purchase or rent?
<30 characters>
[goto WHO]
Enter a brief description of item.
(Report items such as flash drives, memory cards, recordable discs, and tapes as code 13, Portable me
Page 125 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
06B
Tag Name
GFTCMIN
06B
MIN_MO
Variable Name
Question Text
WHO
Description Type
Month Amount
(MINTYPE) (Purchased/ (MIN_MO) (MINPURX/
Rented)
MINRENTX)
Was this item ...
MONTH
1. Purchased for someone inside the household?
2. Rented?
3. Purchased for someone outside your household?
When did you purchase it?
Description Type
Month Amount
(MINTYPE) (Purchased/ (MIN_MO) (MINPURX/
Rented)
MINRENTX)
AMOUNT
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
(What was the total rental expense since the first of (reference month) not including (current month)?/What
did it cost?)
Description Type
Month Amount
MINTYPE) (Purchased/ (MIN_MO) (MINPURX/
Rented)
MINRENTX
Skip Instructions
<1-3,D,R> [goto MONTH]
<2>
[goto AMOUNT]
[IF MONTH not in
reference period, goto ERR3_MONTH
[ELSE goto AMOUNT]
[goto AMOUNT]
<1-999999> [IF (WHO = 1, 3, D or R) AND ( (MINAPPLY
= 230 and AMOUNT lt 6 or gt 200) OR (MINAPPLY = 240
and AMOUNT lt 5 or gt 125) OR (MINAPPLY = 250 and
AMOUNT lt 5 or gt 250) OR (MINAPPLY = 260 and
AMOUNT lt 15 or gt 600) OR (MINAPPLY = 270 and
AMOUNT lt 6 or gt 896) OR (MINAPPLY = 280 and
AMOUNT lt 8 or gt 4000) OR (MINAPPLY = 300 and
AMOUNT lt 6 or gt 1068) OR (MINAPPLY = 310 and
AMOUNT lt 5 or gt 2500) OR (MINAPPLY = 320 and
AMOUNT lt 11 or gt 700) OR (MINAPPLY = 330 and
AMOUNT lt 5 or gt 250) OR (MINAPPLY = 340 and
AMOUNT lt 15 or gt 940) OR (MINAPPLY = 350 and
AMOUNT lt 5 or gt 400) OR (MINAPPLY = 365 and
AMOUNT lt 10 or gt 4200) OR (MINAPPLY = 390 and
AMOUNT lt 25 or gt 886) OR (MINAPPLY = 395 and
AMOUNT lt 25 or gt 650) OR (MINAPPLY = 400 and
Page 126 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
AMOUNT lt 5 or gt 500) OR (MINAPPLY = 420 and
AMOUNT lt 9 or gt 400) OR (MINAPPLY = 430 and
AMOUNT lt 21 or gt 1590) OR (MINAPPLY = 440 and
AMOUNT lt 5 or gt 749) OR (MINAPPLY = 460 and
AMOUNT lt 5 or gt 950) OR (MINAPPLY = 470 and
AMOUNT lt 5 or gt 441) OR (MINAPPLY = 480 and
AMOUNT lt 5 or gt 1850) OR (MINAPPLY = 490 and
AMOUNT lt 5 or gt 336) OR (MINAPPLY = 500 and
AMOUNT lt 5 or gt 646) OR (MINAPPLY = 510 and
AMOUNT lt 10 or gt 1150) OR (MINAPPLY = 520 and
AMOUNT lt 5 or gt 1870) OR (MINAPPLY = 530 and
AMOUNT lt 40 or gt 8480) OR (MINAPPLY = 540 and
AMOUNT lt 5 or gt 924) OR (MINAPPLY = 550 and
AMOUNT lt 10 or gt 700) OR (MINAPPLY = 560 and
AMOUNT lt 6 or gt 1200) OR (MINAPPLY = 570 and
AMOUNT lt 5 or gt 1000) OR (MINAPPLY = 610 and
AMOUNT lt 10 or gt 190) OR (MINAPPLY = 620 and
AMOUNT lt 5 or gt 705) OR (MINAPPLY = 640 and
AMOUNT lt 12 or gt 2500) OR (MINAPPLY = 650 and
AMOUNT lt 6 or gt 403) OR (MINAPPLY = 660 and
AMOUNT lt 3 or gt 300) OR (MINAPPLY = 665 and
AMOUNT lt 25 or gt 750) OR (MINAPPLY = 670 and
AMOUNT lt 25 or gt 2800) OR (MINAPPLY = 700 and
AMOUNT lt lt 8 or gt 450) OR (MINAPPLY = 750 and
AMOUNT lt 5 or gt 200) OR (MINAPPLY = 655 and
AMOUNT lt 6 or gt 550) OR (MINAPPLY = 645 and
AMOUNT lt 6 or gt 403) OR (MINAPPLY
= 710 and AMOUNT lt 8 or gt 200)) then goto
ERR1_AMOUNT]
[ELSEIF (WHO = 2) AND AMOUNT lt 8 or gt 390,
then goto ERR1_AMOUNT]
[IF MINAPPLY and the entry in AMOUNT are equal
to any records data on the pre-chart/input then goto
ERR_DUP]
[ELSE goto TAX]
06B
MINTAX
TAX
Did this include sales tax?
[goto C]
<1,2,D,R> [goto C]
Description Type
Month Amount
(MINTYPE) (Purchased/ (MIN_MO) (MINPURX/
Rented)
MINRENTX)
Page 127 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
06
Tag Name
MINCMB_S
Variable Name
Question Text
C
1. Yes
2. No
Enter 'C' for a combined expense.
Skip Instructions
[goto COMBCODE]
[IF ITEM = 10, 25, 27, 31 or 32, goto INSTLSCR]
[ELSE goto MORE]
[If anything other than a 'C' or the Enter key is entered, goto
CK_C]
MINCMB
COMBCODE
12-17
?[F1]
<1-43,77>
[If ITEM = 10, 25, 27, 31 or 32 goto INSTLSCR]
[ELSE goto MORE]
What other item is the (Item description) combined with?
Enter all that apply, separate with commas.
1. Small elec kitchen appl
2. Elec personal care appl
3. Smoke detectors
4. Elec floor cleaning equip
5. Other household appl
6. Sewing machines
7. Office machines
8. Personal digital assistants or PDA's
9. Digital book readers
10. Computers, computer systems, or related hardware
11. Computer software including computer games, for non-business use
12. Computer accessories
13. Portable memory, such as flash drives, memory cards, and recordable discs and tapees
14. Video game hardware or accessories
15. Video games
16. Telephones or accessories
17. Telephone answering machines
18. Photographic equipment
19. Musical instruments, supplies, and accessories
20. Lawn mowing machinery or other yard equipment
21. Power Tools
22. Non-power tools
23. Window air conditioners
24. Portable cooling or heating equipment
25. Televisions, all types
26. DVD Players, VCRs, DVRs, or video cameras
Page 128 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
06B
Tag Name
INSTLSCR
Variable Name
Question Text
Skip Instructions
INSTLSCR
27. Satellite dishes, receivers or accessories
28. Handheld personal music players
29. Radios, all types
30. Tape recorders or players
31. Sound components, component systems, or disc sound systems
32. Other sound or video equipment, including accessories
33. General sports equipment (exclude athletic shoes for sports related use, such as football, baseball, soccer or
bowling)
34. Health and exercise equipment
35. Camping equipment
36. Hunting and fishing equipment
37. Winter sports equipment
38. Water sports equipment
39. Outboard motors
40. Bicycles
41. Tricycles or battery powered riders
42. Playground equipment
43. Other sports or recreation equipment
77. Misc. combined (unable to specify/DK)
Were there any additional charges for installation or set-up?
06B
INSTLLEX
INSTLLEX
1. Yes
2. No
How much?
06
S6BOTHER
MORE
Did you purchase or rent any other (description)?
<1-99999> [IF INSTLLEX lt 40 or gt 1000 goto
ERR1_INSTLLEX]
[ELSE goto MORE]
Description Type
Month Amount
(MINTYPE) (Purchased/ (MIN_MO) (MINPURX/
Rented)
MINRENTX)
07
S7_INTRO
S7_INTRO
<1>
[goto INSTELLEX]
<2,D,R> [goto MORE]
1. Yes
2. No
18
[goto MORE]
<1> [IF Row number = 34 goto ERR_MAX]
[ELSE goto ITEM, next line on the grid]
<2,D,R>
<1>
[goto ITEM, next line on the grid]
[goto BTable.Brow.ITEM]
Now I will ask about expenditures for household item maintenance or repairs and service contracts.
Description Expense Type
Month
Amount
Page 129 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
(RPRDESC) (RPAIRTYP)
07
EQB_ITEM
ITEM
Skip Instructions
(SRVCMOB) (REPAIRX)
1. Enter 1 to Continue
SCREEN 1 --------------------------------------18 ? [F1]
Since the first of ^REF_MONTH, did ^YOU_ANYMEM have any maintenance or repair expenses for any of the
following items?
<1-11>
<95>
<99>
<888>
[goto DESCRIPTION]
[goto next row]
[goto S7_END]
[goto ITEM - next line of grid]
[If no more grid lines goto S7_END]
Read each item on list
SCREEN 2 --------------------------------------------18 ? [F1]
Did ^YOU_ANYMEM have any expenses for service contracts for the items I just asked about or for heating or
air conditioning equipment?
IF YES - Read each item on list
What is the service contract for?
07
RPRDESC
DESCRIPTION
1. Garbage disposal, range hood, or built-in dishwasher
2. Other household appliances, such as washer, refrigerator, or range/oven
3. Television, radio, video, or sound equipment, except those installed in autos or other vehicles
4. Computers, computer systems, or related equipment for non-business use
5. Lawn or garden equipment
6. Musical instruments or accessories
7. Hand or power tools
8. Photographic equipment
9. Sport or recreational equipment
10. Termite or pest control
11. Heating/air conditioning equipment
95. Continue list
99. None/No more entries
888. Delete the line
What (was serviced or repaired/is covered by the service contract)?
<30 characters>
[goto MONTH]
Description Expense Type Month
Amount
(RPRDESC) (RPAIRTYP)
(SRVCMOB) (REPAIRX)
Page 130 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
07
SRVCMOB
MONTH
In what month was the (service or repair done/service contract purchased)?
[IF entry is not in the
reference period then goto ERR3_MONTH]
[ELSE goto AMOUNT]
Description Expense Type Month
Amount
(RPRDESC) (RPAIRTYP)
(SRVCMOB) (REPAIRX)
[goto AMOUNT]
07
REPAIRX
AMOUNT
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
What was the total cost?
Description Expense Type Month
Amount
(RPRDESC) (RPAIRTYP)
(SRVCMOB) (REPAIRX)
07
REPAIRTX
REPAIRTX
Did this include sales tax?
<1-999999> [IF (APPRPRYB = 100 and AMOUNT lt 7 or gt
285) OR (APPRPRYB = 110 and AMOUNT lt 5 or gt 324)
OR (APPRPRYB = 120 and AMOUNT lt 5 or gt 478) OR
(APPRPRYB = 130 and AMOUNT lt 5 or gt 400) OR
(APPRPRYB = 140 and AMOUNT lt 5 or gt 600) OR
(APPRPRYB = 150 and AMOUNT lt 5 or gt 550) OR
(APPRPRYB = 160 and AMOUNT lt 20 or gt 398) OR
(APPRPRYB = 170 and AMOUNT lt 5 or gt 1332) OR
(APPRPRYB = 190 and AMOUNT lt 16 or gt 742) OR
(APPRPRYB = 200 and AMOUNT lt 8 or gt 900) OR
(APPRPRYB = 220 and AMOUNT lt 11 or gt 413) then goto
ERR1_AMOUNT]
[ELSEIF APPRPRYB and the entry in AMOUNT
for this record are equal to any records data in the
prechart/input then goto ERR_DUP]
[ELSE goto REPAIRTX]
[goto C]
<1,2,D,R> [goto C]
Description Expense Type Month
Amount
(RPRDESC) (RPAIRTYP)
(SRVCMOB) (REPAIRX)
07
RPRCB_S
C
1. Yes
2. No
Enter 'C' for a combined expense.
[goto COMBCODE]
[goto MORE]
Page 131 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
07
Tag Name
REPAIRCM
Variable Name
COMBCODE
Question Text
18
Skip Instructions
[IF anything other than a 'C' or the Enter key is entered, goto
CK_C]
<1-11,77> [goto MORE]
? [F1]
What other (service or repair/service contract) was (Description) combined with?
Enter all that apply, separate with commas
Description Expense Type
(RPRDESC) (RPAIRTYP)
07
RPRMORE
MORE
Month
Amount
(SRVCMOB) (REPAIRX)
1. Garb disp/rangehood/dishwshr
2. Other household appliances, such as washer, refrigerator, or range/oven
3. Television, radio, video, or sound equipment, except those installed in autos or other vehicles
4. Computers, computer systems, or related equipment for non-business use
5. Lawn or garden equipment
6. Musical instruments or accessories
7. Hand or power tools
8. Photographic equipment
9. Sport or recreational equipment
10. Termite or pest control
11. Heating/air conditioning equipment
77. Misc. Combined (unable to specify/DK)
Did you pay for any other (maintenance or repair/service contract) for (description)?
Description Expense Type Month
Amount
(RPRDESC) (RPAIRTYP)
(SRVCMOB) (REPAIRX)
08
S8A_INTRO
S8A_INTRO
1. Yes
2. No
19-22
<1> [IF ROW number = 13 then goto ERR_MAX]
[ELSE goto ITEM, next line on grid]
<2,D,R>
[goto ITEM, next line on grid]
<1> [goto BSect08L1.BTableA.Brow.ITEM]
Now I am going to ask about expenses for home furnishings and related household items.
Please include any shipping and handling charges with the cost of any item that was shipped.
Item
Month Amount
(FURNDESC) (FURNMO) (FURNPURX)
08A
FRA_ITEM
ITEM
1. Enter 1 to Continue
SCREEN 1 -----------------------------------------------------------------------------
<1-34>
<95>
[goto DESCRIPTION]
[goto next row]
Page 132 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
19 - 20
? [F1]
Since the first of ^REF_MONTH, have ^ YOU_ANYMEM purchased for ^YOU_YRCU or for someone outside of
your household any --
Skip Instructions
<99>
<888>
[goto S8A_END]
[goto ITEM - next line of grid]
[If no more grid lines goto S8A_END]
Read each item on list
SCREEN 2 -----------------------------------------------------------------------------21
? [F1]
Have ^YOU_ANYMEM purchased any -Read each item on list
SCREEN 3 ------------------------------------------------------------------------------21
?[F1]
Have ^YOU_ANYMEM purchased any -Read each item on list
SCREEN 4 ------------------------------------------------------------------------------21
? [F1]
Have ^YOU_ANYMEM purchased any -Read each item on list
1. Sofas?
2. Living room chairs?
3. Living room tables?
4. Wall units, shelves or cabinets?
5. Ping-pong, pool tables or other similar recreation room items?
6. Other living room, family or recreation room furniture including desks?
7. Living room furniture combinations?
Page 133 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
08A
Tag Name
FURNDESC
08A
FURNMO
Variable Name
Question Text
Skip Instructions
DESCRIPTION
8. Dining room or kitchen furniture?
9. Mattresses or box springs?
10. Bedroom furniture other than mattresses or box springs?
11. Infants furniture
12. Infants equipment
13. Patio, porch, or outdoor furniture
14. Barbeque grills or outdoor decorative items
15. Office furniture for home use
16. Lamps or other lighting fixtures
17. Other household decorative items
18. Closet storage items
19. Travel items including luggage
20. Plastic dinnerware
21. China or other dinnerware
22. Stainless, silver or other flatware
23. Glassware
24. Serving pieces other than silver
25. Non-electric cookware
26. Silver serving pieces
27. Bedroom linens
28. Bathroom linens
29. Kitchen or dining room linens
30. Other linens
31. Slipcovers, decorative pillows or cushions
32. Orig. wall-to-wall carpet
33. Replacement wall-to-wall carpet
32. Room size rugs or other non-permanent floor coverings, including carpet squares
33. Curtains or drapes
34. Blinds, shades or other window coverings
95. Continue
99. None/No more entries
888. Delete the line
What did you purchase?
<30 characters> [goto MONTH]
MONTH
Item
Month Amount
(FURNDESC)(FURNMO) (FURNPURX)
In what month did you purchase it?
Item
Month Amount
(FURNDESC)(FURNMO) (FURNPURX)
1. January
2. February
3. March
[IF entry is not in
reference
period then goto
ERR3_MONTH]
[ELSE goto WHO]
[goto WHO]
Page 134 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
08A
Tag Name
FURNGFTC
Variable Name
Question Text
Skip Instructions
WHO
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
Was this purchased for your household or for someone outside of your household?
<1,2,D,R> [goto AMOUNT]
Item
Month
Amount
(FURNDESC) (FURNMO) (FURNPURX)
08A
FURNPURX
AMOUNT
1. For use by household
2. For someone outside the household
What was the purchase price?
Item
Month Amount
(FURNDESC)(FURNMO) (FURNPURX)
<1-999999> [IF (FURNPURY = 100 and AMOUNT lt 21 or gt
3000) OR (FURNPURY = 101 and AMOUNT lt 10 or gt
1939) OR (FURNPURY = 102 and AMOUNT lt 5 or gt 1500)
OR (FURNPURY = 103 and AMOUNT lt 11 or gt 1700) OR
(FURNPURY = 104 and AMOUNT lt 21 or gt 3500) OR
(FURNPURY = 105 and AMOUNT lt 11 or gt 2400) OR
(FURNPURY = 106 and AMOUNT lt 73 or gt 7000) OR
(FURNPURY = 110 and AMOUNT lt 15 or gt 4309) OR
(FURNPURY = 120 and AMOUNT lt 25 or gt 1679) OR
(FURNPURY = 121 and AMOUNT lt 10 or gt 3500) OR
(FURNPURY = 130 and AMOUNT lt 10 or gt 1065) OR
(FURNPURY = 131 and AMOUNT lt 7 or gt 500) OR
(FURNPURY = 140 and AMOUNT lt 5 or gt 900) OR
(FURNPURY = 141 and AMOUNT lt 6 or gt 965) OR
(FURNPURY = 150 and AMOUNT lt 10 or gt 1300) OR
(FURNPURY = 171 and AMOUNT lt 5 or gt 450) OR
(FURNPURY = 173 and AMOUNT lt 5 or gt 531) OR
(FURNPURY = 180 and AMOUNT lt 5 or gt 317) OR
(FURNPURY = 181 and AMOUNT lt 5 or gt 423) OR
(FURNPURY = 190 and AMOUNT lt 5 or gt 100) OR
(FURNPURY = 191 and AMOUNT lt 5 or gt 416) OR
(FURNPURY = 192 and AMOUNT lt 5 or gt 298) OR
(FURNPURY = 193 and AMOUNT lt 5 or gt 194) OR
(FURNPURY = 195 and AMOUNT lt 5 or gt 193) OR
(FURNPURY = 196 and AMOUNT lt 5 or gt 300) OR
(FURNPURY = 198 and AMOUNT lt 5 or gt 250) OR
(FURNPURY = 200 and AMOUNT lt 6 or gt 374) OR
(FURNPURY = 201 and AMOUNT lt 5 or gt 200) OR
Page 135 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
(FURNPURY = 202 and AMOUNT lt 5 or gt 127) OR
(FURNPURY = 203 and AMOUNT lt 5 or gt 300) OR
(FURNPURY = 205 and AMOUNT lt 5 or gt 290) OR
(FURNPURY = 212 and AMOUNT lt 5 or gt 1100) OR
(FURNPURY = 214 and AMOUNT lt 5 or gt 1035) OR
(FURNPURY = 215 and AMOUNT lt 5 or gt 1643) then goto
ERR1_AMOUNT]
[ELSEIF FURNPURY and the entry in AMOUNT
for this record are equal to any records data on the
pre-chart/input then goto ERR_DUP]
[ELSE goto TAX]
08A
FRNPURTX
TAX
Did this include sales tax?
[goto C]
<1,2,D,R>
[goto C]
Item
Month Amount
(FURNDESC)(FURNMO) (FURNPURX)
08A
S8ACMB_S
C
08A
S8A_CMB
COMBCODE
1. Yes
2. No
Enter 'C' for a combined expense
19-22
?[F1]
[goto COMBCODE]
[goto MORE]
[IF anything other than an 'C' or the Enter key is
entered goto CK_C]
<1-34,77> [goto MORE]
What was combined with (description)?
Enter all that apply, seperate with commas.
Item
Month Amount
(FURNDESC)(FURNMO) (FURNPURX)
1. Sofa
2. Living room chairs
3. Living room tables
4. Wall units, shelves or cabinets
5. Ping-pong, pool tables or other similar recreation items
6. Other living room, family or recreation room furniture including desks
7. Living room furniture combinations
8. Dinning room or kitchen furniture cushions
9. Mattresses or box springs
10. Bedroom furniture other than mattresses or box springs
11. Infants furniture
Page 136 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
08A
Tag Name
ANYOTH8
Variable Name
Question Text
MORE
12. Infants equipment
13. Patio, porch, or outdoor furniture
14. Barbeque grills or outdoor decorative items
15. Office furniture for home use
16. Lamps or other lighting fixtures
17. Other household decorative items
18. Closet storage items
19. Travel items including luggage
20. Plastic dinnerware
21. China or other dinnerware
22. Stainless, silver or other flatware
23. Glassware
24. Serving pieces other than silver
25. Non-electric cookware
26. Silver serving pieces
27. Bedroom linens
28. Bathroom linens
29. Kitchen or dining room linens
30. Other linens
31. Slipcovers, decorative pillows or cushions
32. Orig. wall-to-wall carpet
33. Replacement wall-to-wall carpet
32. Room size rugs or other non-permanent floor coverings, including carpet squares
33. Curtains or drapes
34. Blinds, shades or other window coverings
77. Misc. Combined (unable to specify/DK)
Did you purchase any other (description)?
Item
Month Amount
(FURNDESC)(FURNMO) (FURNPURX)
08B
FURNRNTL
FURNRNTL
1. Yes
2. No
Since the first of ^REF_MONTH, have ^YOU_ANYMEM rented or leased any furniture?
08B
FURNRNTX
FURNRNTX
1. Yes
2. No
What was the total expense?
08B
FRNRNTCX
FRNRNTCX
How much of the total amount was spent this month?
Skip Instructions
<1> [IF ROW number = 34, goto ERR_MAX]
[ELSE goto ITEM, next line of grid]
<2,D,R> [goto ITEM, next line of grid]
<1>
<2,D,R>
[goto FURNRNTX]
[goto REPFURN]
<1-99999> [IF FURNRNTX lt 5 or gt 1340 goto
ERR1_FURNRNTX]
[ELSE goto FRNRNTCX]
[goto FRNRNTCX]
<0-99999> [IF FRNRNTCX gt FURNRNTX goto
CK_FRNRNTCX]
Page 137 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
[ELSE goto REPFURN]
08
REPFURN
08B
REPFURNX
REPFURN
REPFURNX
Since the first of ^REF_MONTH, have ^YOU_ANYMEM had any expenses for repairing, refinishing or
reupholstering furniture, including the cost for fabric?
1. Yes
2. No
What was the total expense?
[goto REPFURN]
<1>
[goto REPFURNX]
<2,D,R> [goto S8B_END]
<1-999999> [IF REPFURNX lt 5 or gt 1900 goto
ERR1_REPFURNX]
[ELSE goto REPFRNCX]
08
REPFRNCX
REPFRNCX
S9A_INTRO
S9A_INTRO
How much of the total amount was spent this month?
[goto REPFRNCX]
<0-999999> [IF REPFRNCX gt REPFURNX goto
CK_REPFRNCX]
[ELSE goto S8B_END]
[goto S8B_END]
<1> [goto BSECT09.BTABLEA.BROW.ITEM]
23 - 24
Now I am going to ask about clothing and footwear, for infants, children, and adults. You may find it helpful
to refer to receipts, credit card statements or other records to answer the questions. Please include any
shipping and handling charges with the cost of any item that was shipped.
Description Name
Month
Amount
(CLODESCA) (CLONAME) (CLOTHMOA) (CLOTHXA)
09A
CLA_ITEM
ITEM
1. Enter 1 to Continue
SCREEN 1 -----------------------------------------------------------------------------------------------------------------------------------23 - 24 ? [F1]
Since the first of ^REF_MONTH, have ^YOU_ANYMEM
purchased any of the following items either for members of your household or
for someone outside your household?
<1-21>
<95>
<99>
<888>
[goto DESCRIPTION]
[goto next row]
[goto S9A_END]
[goto ITEM - next line of grid]
[IF no more grid lines goto S9A_END]
Read each item on list
SCREEN 1 -----------------------------------------------------------------------------------------------------------------------------------23 - 24 ? [F1]
Have ^YOU_ANYMEM purchased any -Read each item on list
Page 138 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
09A
Tag Name
CLODESCA
Variable Name
Question Text
Skip Instructions
DESCRIPTION
1. Coats, jackets or furs
2. Sport coats or tailored jackets
3. Suits
4. Vests
5. Sweaters or sweater sets
6. Pants, jeans or shorts
7. Dresses
8. Skirts
9. Shirts, blouses or tops
10. Undergarments
11. Hosiery
12. Nightwear or loungewear
13. Accessories
14. Swimsuits or warm-up or ski suits
15. Uniforms, for which the cost is not reimbursed
16. Costumes
17. Footwear, including athletic footware
18. Diapers
19. Layettes
20. Watches
21. Jewelry
95. Continue List
99. None/No more entries
888. Delete the line
What did you buy?
<30 characters>
[goto CLOINOUT]
Describe briefly the item purchased.
09A
CLOINOUT
FORWHOM
CLOINOUT
Description Name
Month
Amount
(CLODESCA) (CLONAME) (CLOTHMOA) (CLOTHXA)
Was this (were these) purchased for someone inside or outside of your household?
FORWHOM
1. Inside your household
2. Outside your household
3. Both inside and outside your household
For whom was it purchased?
Enter all that apply, separate with commas.
1. NAME[1]
<1>
<2,3>
[goto FORWHOM]
[goto FOROUTCU]
[goto MONTH]
<1-30,77,R> [IF entry greater than number of people in
household or if inactive/deleted/non-CU
members are slected then goto
CK_FORWHOM]
[ELSEIF more than 1 person is selected goto
Page 139 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
09A
Tag Name
FOROUTCU
Variable Name
Question Text
Skip Instructions
NAME]
FOROUTCU
2. NAME[2]
3. NAME[3]
4. NAME[4]
5. NAME[5]
6. NAME[6]
7. NAME[7]
8. NAME[8]
9. NAME[9]
10. NAME[10]
11. NAME[11]
12. NAME[12]
13. NAME[13]
14. NAME[14]
15. NAME[15]
16. NAME[16]
17. NAME[17]
18. NAME[18]
19. NAME[19]
20. NAME[20]
21. NAME[21]
22. NAME[22]
23. NAME[23]
24. NAME[24]
25. NAME[25]
26. NAME[26]
27. NAME[27]
28. NAME[28]
29. NAME[29]
30. NAME[30]
77. Don't Know
For whom was this purchased?
Enter all age/sex categories that apply to the purchase, separate with commas.
09A
CLONAME
NAME
40. Male 16 and over
41. Female 16 and over
42. Male 2-15
43. Female 2-15
44. Children under 2 years old
77. Don't know
Enter name of person(s).
09
CLOTHMOA
MONTH
When did you purchase (it/them)?
[ELSE goto MONTH]
<40-44,77>
[goto NAME]
[goto MONTH]
<30 characters> [goto MONTH]
[IF month not in reference period
then goto ERR3_Month]
Page 140 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Description Name
Month
Amount
(CLODESCA) (CLONAME) (CLOTHMOA) (CLOTHXA)
Skip Instructions
[ELSE goto AMOUNT]
[goto AMOUNT]
09
CLOTHXA
AMOUNT
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
How much did ^IT_THEY_9A cost?
Description Name
Month
Amount
(CLODESCA) (CLONAME) (CLOTHMOA) (CLOTHXA)
09
CLOTHTXA
TAX
Did this include sales tax?
<1-999999> [IF (CLOTHYA = 100 And AMOUNT lt 9 or gt
400) OR (CLOTHYA = 110 and AMOUNT lt 10 or gt 500)
OR (CLOTHYA = 120 and AMOUNT lt 18 or gt 1000)OR
(CLOTHYA = 130 and AMOUNT lt 5 or gt 200) OR
(CLOTHYA = 140 and AMOUNT lt 8 or gt 300) OR
(CLOTHYA = 150 and AMOUNT lt 10 or gt 269) OR
(CLOTHYA = 170 and AMOUNT lt 8 or gt 455) OR
(CLOTHYA = 180 and AMOUNT lt 5 or gt 220) OR
(CLOTHYA = 190 and AMOUNT lt 5 or gt 210) OR
(CLOTHYA = 200 and AMOUNT lt 5 or gt 109) OR
(CLOTHYA = 210 and AMOUNT lt 5 or gt 60) OR
(CLOTHYA = 220 and AMOUNT lt 5 or gt 107) OR
(CLOTHYA = 230 and AMOUNT lt 5 or gt 159) OR
(CLOTHYA = 240 and AMOUNT lt 5 or gt 200) OR
(CLOTHYA = 250 and AMOUNT lt 9 or gt 418) OR
(CLOTHYA = 260 and AMOUNT lt 5 or gt 448) OR
(CLOTHYA = 280 and AMOUNT lt 5 or gt 210) OR
(CLOTHYA = 310 and AMOUNT lt 9 or gt 150) OR
(CLOTHYA = 330 and AMOUNT lt 5 or gt 330) OR
(CLOTHYA = 370 and AMOUNT lt 5 or gt 450) OR
(CLOTHYA = 380 and AMOUNT lt 5 or gt 1800) then goto
ERR1_AMOUNT]
[ELSEIF CLOTHYA and the entry in AMOUNT for
this record are equal to any record data in the
prechart/input then display ERR_DUP]
[ELSE goto TAX]
[goto C]
<1,2,D,R> [goto C]
Page 141 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
Description Name
Month
Amount
(CLODESCA) (CLONAME) (CLOTHMOA) (CLOTHXA)
09
CLOCMBA_S
C
09
CLOCMBA
COMBCODE
1. Yes
2. No
Enter 'C' for a combined expense.
23-24
? [F1]
[goto COMBCODE]
[goto MORE]
[IF anything other than a 'C' or the enter key is entered, goto
CK_C]
<1-21,77> [goto MORE]
What other clothing is (Clothing purchase description) combined with?
Enter all that apply, separate with commas.
Description Name
Month
Amount
(CLODESCA) (CLONAME) (CLOTHMOA) (CLOTHXA)
09
CLOMOREA
MORE
1. Coats, jackets or furs
2. Sport coats or tailored jackets
3. Suits
4. Vests
5. Sweaters or sweater sets
6. Pants, jeans, or shorts
7. Dresses
8. Skirts
9. Shirts, blouses or tops
10. Undergarments
11. Hosiery
12. Nightware or loungewear
13. Accessories
14. Swimsuits or warm-up or ski suits
15. Uniforms, for which the cost is not reimbursed
16. Costumes
17. Footwear, including athletic footware
18. Diapers
19. Layettes
20. Watches
21. Jewelry
77. Misc. combined (unable to specify/DK)
Did you purchase any other ^More_Fill?
<1>
[If ROW number = 84, goto ERR_MAX]
Page 142 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
[else goto ITEM, next line of grid]
Description Name
Month
Amount
(CLODESCA) (CLONAME) (CLOTHMOA) (CLOTHXA)
S9D_INTRO
S9D_INTRO
1. Yes
2. No
26
<2,D,R> [goto ITEM, next line of grid]
<1> [goto BSECT09.BTABLED.BROW.ITEM]
Now I am going to ask about expenditures for clothing services.
Description Month
Amount
(CLODESCD) (CLOTHMOD) (CLOTHXD)
09
CLD_ITEM
ITEM
1. Enter 1 to Continue
26 ? [F1]
Have ^YOU_ANYMEM had expenses for any of the following, either for members of your household
or for someone outside your household?
<1-5> [goto DESCRIPTION]
<99> [goto S9D_END]
<888> [goto ITEM - next line of grid]
[If no more grid lines goto S9D_END]
Read each item on list.
09
CLODESCD
DESCRIPTION
1. Repair, alteration or tailoring for clothing and accessories
2. Shoe repair or other shoe services
3. Watch or jewelry repair
4. Clothing or accessory rental
5. Clothing storage outside the home
99. None/No more entries
888. Delete the line
What kind of service was this?
<30 characters>
[goto WHO]
Describe briefly the service.
Description Month
Amount
(CLODESCD) (CLOTHMOD) (CLSRVCX)
09
CLSVGFTC
WHO
Was this service for ^YOU_YRCU or for someone outside your household?
<1,2,D,R> [goto MONTH]
Description Month
Amount
(CLODESCD) (CLOTHMOD) (CLSRVCX)
Page 143 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
09
Tag Name
CLOTHMOD
Variable Name
Question Text
MONTH
1. Your household
2. Someone outside your household
When did you purchase this service?
Description Month
Amount
(CLODESCD) (CLOTHMOD) (CLSRVCX)
Skip Instructions
[IF Entry is not within
reference period, goto ERR3_MONTH]
[ELSE goto AMOUNT]
09
CLSRVCX
AMOUNT
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
How much did it cost?
Description Month
Amount
(CLODESCD) (CLOTHMOD) (CLSRVCX)
09
CLSRVCTX
TAX
Did this include sales tax?
1. Yes
2. No
Enter 'C' for a combined expense.
09
CLOCMBD_S
C
09
CLOCMBD
COMBCODE
26
? [F1]
[goto AMOUNT]
<1-999999> [If AMOUNT lt 5 or gt 249 goto
ERR1_AMOUNT]
[ELSEIF CLOTHYD and entry in AMOUNT for
this record are equal to any record data in the
prechart/input then goto ERR_DUP]
[ELSE goto TAX]
[goto C]
<1,2,D,R> [goto C]
[goto COMBCODE]
[goto MORE]
[IF anything other than a 'C' or the enter key is entered
goto CK_C]
<1-5,77> [goto MORE]
What other clothing services is
(Clothing Service Description) combined with?
Enter all that apply, separate with commas.
Page 144 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
Description Month
Amount
(CLODESCD) (CLOTHMOD) (CLSRVCX)
09
CLOMORED
MORE
1. Repair, alteration or tailoring for clothing and accessories
2. Shoe repair or other shoe services
3. Watch or jewelry repair
4. Clothing or accessory rental
5. Clothing storage outside the home
77. Misc. combined (unable to specify/ DK)
Did you have any other expenses for (Clothing Service Description)?
Description Month
Amount
(CLODESCD) (CLOTHMOD) (CLSRVCX)
10
S10_INTRO
S10_INTRO
1. Yes
2. No
27
<1>
[IF ROW number = 10 goto ERR_MAX]
[ELSE goto ITEM next line of grid]
<2,D,R>
[ELSE goto ITEM next line of grid]
<1> [If INTNMBR = 1 goto ITEM in BSect10L2 block]
[goto RLV_ITEM in BSect10L1 Block]
Now I am going to ask about expenses for vehicle Fill for S10_INTRO question leases.
Vehicle number Vehicle year Vehicle make/model Business
(LSDNUM)
(MODELYR) (MKMD_SCR)
(ANYBUSIN)
1. Enter 1 to Continue
10
RLV_ITEM
ITEM
SCREEN 1 -----------------------------------------------------------------------------------27 ? [F1]
Since the first of ^REF_MONTH, have ^YOU_ANYMEM rented any automobiles, trucks, vans, minivans, or
SUVs, which were not used entirely for business? Do not include leased vehicles.
SCREEN 2 -------------------------------------------------------------------------27 ? [F1]
Since the first of ^REF_MONTH, have ^YOU_ANYMEM rented any other types of vehicles which were not used
entirely for business?
<1-10> [goto ANYVACAT]
<95> [goto next screen]
<99> [IF no vehicles on inventory chart or all vehicles
have 8500.LSD_STAT= 3 goto
BLEASE.BROW.ITEM]
[ELSE goto the TblInventory block]
<888> [goto ITEM - next line of grid]
[If no more grid lines AND no vehicles on inventory
chart or all vehicles have 8500.LSD_STAT = 3,
goto BSECT10L2.BLEASE.BROW.ITEM]
[If no more grid lines AND at least 1 vehicle on
inventory chart with 8500.LSD_STAT = 1,
goto the TBLINVENTORY block]
IF YES - Read each item on list
Did you rent any -
Page 145 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
10
Tag Name
ANYVACAT
Variable Name
ANYVACAT
Question Text
Skip Instructions
1. Automobiles, trucks, vans, minivans, or SUVs
2. Motor homes
3. Trailer-type camper
4. Other attachable-type camper
5. Motorcycle, motor scooter, or moped (motorized bicycle)
6. Boat, with motor
7. Boat, without a motor
8. Trailer other than a camper type, such as for a boat or cycle
9. Private plane
10. Any other vehicle
95. Continue list
99. None/No More Entries
888. Delete the Line
Was the (description) rented solely for use on a vacation, overnight trip, or a trip of 75 miles
or more one way?
<1>
[goto RENT_MORE]
<2,D,R> [goto AMOUNT]
Any vehicle rented on a trip will be collected in Section 18.
10
RENTEXPX
AMOUNT
1. Yes
2. No
Since the first of ^REF_MONTH, not including (current month), what has been your expense for renting this
vehicle?
<0> [goto CK_AMOUNT]
<1-99999> [if entry lt 10 or gt 1200 then goto
ERR1_AMOUNT]
[ELSE goto ANYBSNRM]
10
ANYBSNRM
ANYBSNRM
Were or will any of the rental expenses be deducted as business expenses, reimbursed, or paid by someone
outside of the household?
[goto ANYBSNRM]
<1>
[goto BSNSPCTZ]
<2,D,R> [goto RENT_MORE]
<1-99,D,R>
10
BSNSPCTZ
BSNSPCTZ
1. Yes
2. No
What percent of the total expense will this cover?
10
RENT_MORE
RENT_MORE
Did you rent any other (description)?
[goto RENT_MORE]
<100> [goto ERR2_BSNSPCTZ]
<1>
[IF ROW number = 5 then goto ERR_MAX]
[ELSE goto RLV_ITEM]
Page 146 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
10
Tag Name
LVIHAVE
Variable Name
Question Text
Skip Instructions
<2,D,R> [goto RLV_ITEM]
LVIHAVE
1. Yes
2. No
Are you still leasing the (model year) (vehicle make and model)?
<1,D,R>
<2>
[goto S10INV_END]
[goto LVIENDMO]
If the vehicle was purchased at the end of the lease, collect the new vehicle in Section 11.
Vehicle Number Vehicle Year Vehicle Make/Model Business
(LSDNUM)
(MODELYR) (MKMD_SCR)
(ANYBUSIN)
10
LVIENDMO
LVIENDMO
1. Yes
2. No
What month was the lease terminated?
[goto TERMFEE]
Vehicle Number Vehicle Year Vehicle Make/Model Business
(LSDNUM)
(MODELYR) (MKMD_SCR)
(ANYBUSIN)
10
TERMFEE
TERMFEE
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
Were any fees incurred at the termination of the lease?
<1>
<2,D,R>
[goto TERMFEEX]
[goto S10INV_END]
Vehicle Number Vehicle Year Vehicle Make/Model Business
(LSDNUM)
(MODELYR) (MKMD_SCR)
(ANYBUSIN)
10
TERMFEEX
TERMFEEX
1. Yes
2. No
How much?
Vehicle Number Vehicle Year Vehicle Make/Model Business
(LSDNUM)
(MODELYR) (MKMD_SCR)
(ANYBUSIN)
10
LSD_ITEM
ITEM
Since the first of ^REF_MONTH, have ^YOU_ANYMEM (made any lease payments or/ ) begun leasing any
automobiles, trucks, vans, minivans, or SUVs not used entirely for business?
<1-99999> [if entry lt 25 or gt 7000 then goto
ERR1_TERMFEEX]
[else goto S10INV_END]
[goto S10INV_END]
<1> [goto MODELYR]
<99>
[goto S10_END]
<888> [goto ITEM - next line of grid]
Page 147 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
MODELYR
1. Automobiles, trucks, vans, minivans, or SUVs
99. None/No more entries
888. Delete the line
Ask if necessary
Skip Instructions
[If no more grid lines goto S10_END]
10
MODELYR
What is the model year of the vehicle?
What is the make and model of this vehicle?
MKMD_SCR
MKMD_SCR
10
OTHMODEL
OTHMODEL
10
AUTOTK
AUTOTK
Is this vehicle an automobile or a truck, minivan, van or SUV?
ANYBUSIN
1. Automobile
2. Truck, van, minivan, or SUV
Is it used for business?
10
ANYBUSIN
If vehicle make and model is not found, key X
Specify other make and model
10
PRCBSNSZ
PRCBSNSZ
1. Yes
2. No
What percentage of the mileage is counted as a business expense?
10
NUMPAY
NUMPAY
What was the number of payments contracted for?
10
PMTMONTH
PMTMONTH
In what month was or will the first payment be made?
<1900-current year + 1> [IF MODELYR gt (current year +
1) goto CK_MODELYR]
[ELSE goto MKMD_SCR]
[goto MKMD_SCR]
<30 characters>
[goto ANYBUSIN]
[goto AUTOTK]
[goto OTHMODEL]
<30 characters> [goto AUTOTK]
<1>
[goto PRCBSNSZ]
<2,D,R> [goto NUMPAY]
<1-99,D,R> [goto NUMPAY]
<100> [goto ERR2_PRCBSNSZ]
<1-999> [IF entry lt 12 or gt 60, goto ERR1_NUMPAY]
[ELSE goto PMTMONTH]
[goto PMTMONTH]
<1-12,D,R> [goto PMTYEAR]
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
Page 148 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
10
PMTYEAR
PMTYEAR
In what year was or will the first payment be made?
<1990-(current year + 1), D,R> [goto PAYEXPX]
10
PAYEXPX
PAYEXPX
(What is your monthly payment amount?/What is the amount of each payment?)
10
PAYTIME
PAYTIME
What period is covered by each payment?
<1-99999,D,R> [If NUMPAY ge 12 AND entry lt 158 or gt
700 then goto ERR1_PAYEXPX]
[ELSEIF NUMPAY lt 12 goto PAYTIME]
[ELSE goto ANYEXTRA]
<1> [IF PAYEXPX lt 40 or gt 189) goto ERR1_PAYTIME]
[ELSE goto ANYEXTRA]
12. December
1. Week
2. 2 Weeks
3. Month
4. Quarter
5. Semiannually
6. Annually
7. One time payment
8. Other
<2> [IF PAYEXPX lt 79 or gt 377) goto ERR1_PAYTIME]
[ELSE goto ANYEXTRA]
<3> [IF PAYEXPX lt 158 or gt 700) goto ERR1_PAYTIME]
[ELSE goto ANYEXTRA]
<4> [IF PAYEXPX lt 474 or gt 2262) goto
ERR1_PAYTIME]
[ELSE goto ANYEXTRA]
<5> [IF PAYEXPX lt 948 or gt 4524) goto
ERR1_PAYTIME]
[ELSE goto ANYEXTRA]
<6> [IF PAYEXPX lt 1500 or gt 9000) goto
ERR1_PAYTIME]
[ELSE goto ANYEXTRA]
<7> [IF PAYEXPX lt 5000 or gt 10000) goto
ERR1_PAYTIME]
[ELSE goto ANYEXTRA]
<8>
10
PAYOTH
PAYOTH
10
ANYEXTRA
ANYEXTRA
Specify:
Does the payment include any charges other than the lease amount such as auto insurance or maintenance?
[IF PAYEXPX lt 5 or gt 9000 goto ERR1_PAYTIME]
[ELSE goto PAYOTH]
[IF PAYEXPX lt 5 or gt 9000 goto ERR1_PAYTIME]
[ELSE goto ANYEXTRA]
<30 characters> [goto ANYEXTRA]
<1>
[goto EXTRAEXP]
<2,D,R> [goto ANYEMPLY]
1. Yes
2. No
Page 149 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
10
EXTRAEXP
EXTRAEXP
How much of the payment is for these extra charges?
<1-99999> [IF EXTRAEXP gt PAYEXPX goto CK_EXTRA]
[ELSEIF (PAYTIME = 1 and EXTRAEXP lt 5 or gt
100) OR (PAYTIME = 2 and EXTRAEXP lt 5 or gt 200) OR
(PAYTIME = 3 and EXTRAEXP lt 5 or gt 400) OR (PAYTIME
= 4 and EXTRAEXP lt 5 or gt 1200) OR (PAYTIME = 5 and
EXTRAEXP lt 5 or gt 2400) OR (PAYTIME = 6 and
EXTRAEXP lt 5 or gt 4800) OR (PAYTIME = 7 and
EXTRAEXP lt 5 or gt 3000) OR (PAYTIME = 8 and
EXTRAEXP lt 5 or gt 3000) OR (PAYTIME = D or R and
EXTRAEXP lt 5 or gt 3000) then goto ERR1_EXTRAEXP]
[ELSE goto ANYEMPLY]
10
ANYEMPLY
ANYEMPLY
Is any of the ($ (amount in PAYEXPX) ) lease payment paid by an employer?
10
EMPLYEXP
EMPLYEXP
1. Yes
2. No
How much?
10
ANYTRADE
ANYTRADE
Was a trade-in allowance received?
10
TRADEEXP
TRADEEXP
1. Yes
2. No
How much?
10
ANYDOWN
ANYDOWN
Was a cash down payment made?
[goto ANYEMPLY]
<1>
[goto EMPLYEXP]
<2,D,R> [goto ANYTRADE]
<1-99999> [IF lt 5 or gt 525 goto ERR1_EMPLYEXP]
[ELSEIF EMPLYEXP gt PAYEXPX goto
CK_EMPLYEXP]
[ELSE goto ANYTRADE]
[goto ANYTRADE]
<1>
[goto TRADEEXP]
<2,D,R> [goto ANYDOWN]
<1-999999> [IF entry lt 400 or gt 26000 goto
ERR1_TRADEEXP]
[ELSE goto ANYDOWN]
[goto ANYDOWN]
<1>
[goto DOWNEXP]
<2,D,R> [goto ANYHAVE]
Read if necessary Your lease agreement may list this as a capitalized cost reduction.
10
DOWNEXP
DOWNEXP
1. Yes
2. No
How much?
<1-999999> [IF lt 262 or gt 10000 then goto
ERR1_DOWNEXP]
Page 150 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
[ELSE goto ANYDNEMP]
10
ANYDNEMP
ANYDNEMP
Was any portion of the cash down payment paid by an employer?
10
DNEMPEXP
DNEMPEXP
1. Yes
2. No
How much?
10
ANYHAVE
ANYHAVE
Are you still leasing this vehicle?
[goto ANYDNEMP]
<1>
[goto DNEMPEXP]
<2,D,R> [goto ANYHAVE]
<1-999999> [IF lt 5 or gt 2500 then goto
ERR1_DNEMPEXP]
[ELSEIF DNEMPEXP gt DOWNEXP then goto
CK_DNEMPEXP]
[ELSE goto ANYHAVE]
[goto ANYHAVE]
<1,D,R> [goto ANYOTH]
<2>
[goto LSDENDMO]
If the vehicle was purchased at the end of the lease, collect the new vehicle in Section 11.
10
LSDENDMO
LSDENDMO
1. Yes
2. No
In what month was the lease terminated?
<1-12,D,R>
<1950-(current year + 1),D,R>
10
LSDENDYR
LSDENDYR
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
In what year was the lease terminated?
10
ANYFEES
ANYFEES
? [F1]
[goto LSDENDYR]
[goto ANYFEES]
<1>
[goto FEESEXP]
<2,D,R> [goto ANYOTH]
Were any fees incurred at the termination of the lease?
Page 151 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
10
FEESEXP
FEESEXP
1. Yes
2. No
How much?
10
ANYOTH
ANYOTH
Did you lease any other (automobiles/trucks, vans, minivans, or SUVs)?
S11_INTRO
1. Yes
2. No
27
11
S11_INTRO
Now I'm going to ask about owned vehicles.
Skip Instructions
<1-999999> [IF lt 50 or gt 3000 then goto
ERR1_FEESEXP]
[ELSE goto ANYOTH]
[goto ANYOTH]
<1> [IF ROW number = 6 then goto ERR_MAX]
[ELSE goto ITEM, next block]
<2,D,R> [goto S10_END]
<1> [IF there are vehicles on the chart with
8500.OVB_STAT ne 3 goto TBLInv.Binv.OVAHAVE]
[ELSE goto BVehicle.Brow.ITEM]
^S11_prechart
11
OVAHAVE
OVAHAVE
1. Enter 1 to Continue
^Dodoes ^YOU_YRCU still have the (Car Description)?
<1,D,R> [goto OVAHAVE for next appropriate vehicle on
chart, if no more vehicles exit block and goto ITEM]
^S11_prechart
<2> [goto BDisposed.VEHDISP]
11
VEHDISP
VEHDISP
1. Yes
2. No
How did you dispose of the (Car description)?
1. Sold
2. Traded in
3. Given away or donated to someone outside the household, including students away at school
4. Damaged beyond repair
5. Stolen
6. Other
Specify:
11
DISPOTHV
DISPOTHV
11
VDISPMO
VDISPMO
In what month was it (sold/traded in/given away to someone outside the CU/damaged beyond
repair/stolen/disposed of)?
1. January
2. February
3. March
4. April
5. May
<1-5,D,R> [goto VDISPMO]
<6>
[goto DISPOTHV]
<30 characters> [goto VDISPMO]
<1-12,D,R> [IF not in reference period goto
ERR3_VDISPMO]
[ELSEIF VEHDISP = 1, goto SALEX]
[ELSEIF VEHDISP = 2, 3, 6, D, R, goto
LOANSTAT]
[ELSEIF VEHDISP = 4 or 5, goto REIMBURS]
Page 152 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
11
SALEX
SALEX
6. June
7. July
8. August
9. September
10. October
11. November
12. December
How much did you sell it for?
11
REIMBURS
REIMBURS
Were you reimbursed for the value of the (Car description)?
11
REIMBURX
REIMBURX
1. Yes
2. No
How much did you receive?
11
EXREIMB
EXREIMB
Do you expect to be reimbursed for the value of the (Car description)?
1. Yes
2. No
How much will you receive?
11
EXREIMBX
EXREIMBX
11
LOANSTAT
LOANSTAT
Were there any outstanding loans on the (Car description) when it was (sold/traded in/given away to someone
outside the CU/damaged beyond repair/stolen/disposed of)?
Skip Instructions
<1-999999> [IF (VEHICYB = 100 and SALEX lt 5 or gt
17400) or (VEHICYB = 105 and SALEX lt 5 or gt 17400) or
(VEHICYB = 110 and SALEX lt 5 or gt 17400) or (VEHICYB
= 120 and SALEX lt 35 or gt 23000) or (VEHICYB = 130 and
SALEX lt 35 or gt 23000) or (VEHICYB = 140 and SALEX lt
35 or gt 23000) or (VEHICYB = 150 and SALEX lt 35 or gt
23000) or (VEHICYB = 160 and SALEX lt 35 or gt 23000)
or (VEHICYB = 170 and SALEX lt 35 or gt 23000) or
(VEHICYB = 180 and SALEX lt 35 or gt 23000) or (VEHICYB
= 190 and SALEX lt 35 or gt 23000) or (VEHICYB = 200 and
SALEX lt 35 or gt 23000) then goto ERR1_SALEX]
[ELSE goto LOANSTAT]
[goto LOANSTAT]
<1>
[goto REIMBURX]
<2,D,R> [goto EXREIMB]
<1-999999> [IF lt 20 or gt 23742 then goto
ERR1_REIMBURX]
[ELSE goto LOANSTAT]
[goto LOANSTAT]
<1>
[goto EXREIMBX]
<2,D,R> [goto LOANSTAT]
<1-999999> [IF lt 300 or gt 9000 then goto
ERR1_EXREIMBX]
[ELSE goto LOANSTAT]
[goto LOANSTAT]
<1>
[goto FINPAYMT]
<2,D,R>
[goto OVAHAVE next line on grid]
Page 153 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
[if no more vehicles, exit block and goto ITEM]
11
FINPAYMT
11
FINPAYMX
FINPAYMT
1. Yes
2. No
Were any final payments made on the loan?
FINPAYMX
1. Yes
2. No
How much was the final payment?
<1>
[goto FINPAYMX]
<2,D,R> [goto OVAHAVE next line on grid]
[if no more vehicles, exit block and goto ITEM]
<1-999999> [IF lt 384 or gt 26500 then goto
ERR1_FINPAYMX]
[ELSE goto OVAHAVE next line on grid]
[IF no more vehicles, exit block and goto ITEM]
11
OVB_ITEM
ITEM
27
? [F1]
SCREEN 1A ----------------------------------------------------------------------------------(Since the first of ^REF_MONTH, ^cu_havehas2 ^YOU_YRCU purchased or acquired any vehicle that is not
used entirely for business? Include those vehicles purchased for your own use or for someone outside your
household./ ^CU_HaveHas1 ^YOU_YRCU purchased or acquired any other vehicles since the first of
^REF_MONTH?)
[goto OVAHAVE, next line on grid]
[if no more vehicles, exit block and goto ITEM]
<1>
[goto VEHICYR]
<2-10> [goto VEHBSNS]
<95>
[goto ITEM, next screen]
<99>
[goto S11_END]
<888>
[goto ITEM - next line of grid] [If no more grid
lines goto S11_END]
IF YES - What kind of vehicle was it?
SCREEN 1B ---------------------------------------------------------------------------41
(Do/Does) ^YOU_YRCU own any automobiles, trucks, minivans, vans or SUV's which were not used entirely
for business?
SCREEN 2 -----------------------------------------------------------------------------------(Do/Does) ^YOU_YRCU own any other types of vehicles which are not used entirely for business?
IF YES- Read each item on list
Page 154 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
Do you own any. . .
SCREEN 3------------------------------------------------------------------------^CU_HaveHas1 ^YOU_YRCU purchased any ^other vehicles since the first of ^REF_MONTH for someone
outside of your household?
IF YES What kind of vehicle(s) did you purchase?
SCREEN 4 --------------------------------------------------------------------------^CU_HaveHas1 ^YOU_YRCU disposed of (any/any automobiles or) other vehicles since the first of
^REF_MONTH?
IF YES Which kind of vehicle(s) did you dispose of?
1. Automobile, truck, van, minivan, or SUV
2. Motor home
3. Trailer-type camper
4. Other attachable-type camper
5. Motorcycle, motor scooter, or moped (motorized bicycle)
6. Boat, with motor
7. Boat, without a motor
8. Trailer other than a camper type, such as for a boat or cycle
9. Private plane
10. Any other vehicle
95. Continue list
99. None/No more entries
888. Delete the line
11
VEHICYR
VEHICYR
What (was/is) the model year of the vehicle?
<1900-current year + 2>
goto CK_VEHICYR]
[IF entry gt (current year+2) then
[ELSE goto MKMDL_SC]
Page 155 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
MKMDL_SC
MKMDL_SC
What (was/is) the make and model of this vehicle?
11
OTHMDLY
OTHMDLY
11
AUTOTRK
AUTOTRK
Is this vehicle an automobile or a truck, minivan, van or SUV?
FUELTYPE
1. Automobile
2. Truck, van, minivan, or SUV
Is it fueled by -
Skip Instructions
11
FUELTYPE
If vehicle make and model is not found, key X.
Specify:
[goto MKMDL_SC]
<30 characters>
<30 characters>
[goto FUELTYPE]
[goto AUTOTRK]
[goto OTHMDLY]
[goto AUTOTRK]
<1,2,D,R> [goto FUELTYPE]
<1-3,D,R> [goto VEHBSNS]
<4>
[goto FUELOTH]
Read each item on list.
11
FUELOTH
FUELOTH
1. Gasoline?
2. Diesel fuel?
3. Hybrid electric power?
4. Other - specify?
Specify:
11
VEHBSNS
VEHBSNS
(Was/Is) it used for business?
11
VEHBSNZ
VEHBSNZ
1. Yes
2. No
What percentage of the mileage (was/is) counted as a business expense?
11
VEHNEWU
VEHNEWU
Was it new or used when acquired?
1. New
2. Used
11
VEHGFTC
11
VPURINDV
VEHGFTC
Was this vehicle -
VPURINDV
1. Purchase for own use?
2. Purchased for someone outside of your household?
3. Received as a gift?
Was this vehicle purchased from a private individual?
1. Yes
2. No
<30 characters>
[goto VEHBSNS]
<1>
[goto VEHBSNZ]
<2,D,R> [goto VEHNEWU]
<1-99,D,R> [goto VEHNEWU]
<100>
[goto ERR2_VEHBSNZ]
<1>
[IF coming from ITEM screen 1A, 1B, 2, or 4
goto VEHGFTC]
[ELSE goto VEHPURMO]
<2,D,R>
[IF coming from ITEM screen 1A, 1B, 2, or 4
goto VEHGFTC]
[ELSE goto VPURINDV]
<1,2,D,R> [IF VEHNEWU = 1 goto VEHPURMO]
[ELSE goto VPURINDV]
<3>
[IF DISPOSED = 1 goto VEHDISP]
[ELSE goto ANYOTHR]
<1,2,D,R> [IF ITEM = 1-2 or 5 AND VEHGFTC = 3 AND
DISPOSED ne 1, then goto ANYOTHR]
[ELSEIF ITEM = 1-2 or 5 AND VEHGFTC = 3
AND DISPOSED = 1, goto VEHDISP]
[ELSE goto VEHPURMO]
Page 156 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
11
VEHPURMO
VEHPURMO
In what month was it purchased?
<1-12,D,R> [goto VEHPURYR]
11
VEHPURYR
VEHPURYR
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
In what year was it purchased?
11
VFINANCE
VFINANCE
Was any portion of the purchase price financed?
1. Yes
2. No
11
VLOANST
VLOANST
On the first of ^REF_MONTH, were there remaining loans payments?
1. Yes
2. No
11
TRADE
TRADE
Was a trade-in allowance received?
11
TRADEX
TRADEX
1. Yes
2. No
How much?
11
NETPURX
NETPURX
What was the amount paid for the vehicle after (trade-in allowance, / ) rebate, and discount?
<1900 - current year> [IF the month and year
(VEHPURMO and VEHPURYR) are more than one month
in the future then goto CK_VEHPURYR]
[ELSE goto VFINANCE]
[goto VFINANCE]
<1>
[goto VLOANST]
<2,D,R> [IF VEHPURMO + VEHPURYR is prior to 3 months
ago AND DISPOSED = 1, goto VEHDISP]
[ELSIF VEHPURMO + VEHPURYR is prior to 3
months ago AND DISPOSED ne 1, goto ANYOTHR]
[ELSE goto TRADE]
<1,D,R> [goto TRADE]
<2> [IF VEHPURMO + VEHPURYR is prior to 3 months
ago AND DISPOSED = 1 then goto VEHDISP]
[ELSEIF VEHPURMO + VEHPURYR is prior to 3
months ago AND DISPOSED ne 1 then goto ANYOTHR]
[ELSE goto TRADE]
<1>
[goto TRADEX]
<2,D,R> [goto NETPURX]
<0-999999> [IF lt 200 or gt 19000 then goto
ERR1_TRADEX]
[ELSE goto NETPURX]
[goto NETPURX]
<0-999999> [IF (VEHICYB = 100 and NETPURX lt 500 or gt
50000) or (VEHICYB = 105 and NETPURX lt 500 or gt
Page 157 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Include destination fee in the price.
Skip Instructions
50000) or (VEHICYB = 110 and NETPURX lt 500 or gt
50000) or (VEHICYB = 120 and NETPURX lt 2500 or gt
69000) or (VEHICYB = 130 and NETPURX lt 751 or gt
47000) or (VEHICYB = 140 and NETPURX lt 533 or gt
12051) or (VEHICYB = 150 and NETPURX lt 420 or gt
20000) or (VEHICYB = 160 and NETPURX lt 200 or gt
63000) or (VEHICYB = 170 and NETPURX lt 200 or gt
63000) or (VEHICYB = 180 and NETPURX lt 240 or gt
7500) or (VEHICYB = 190 and NETPURX lt 4000 or gt
120000) or (VEHICYB = 200 and NETPURX lt 250 or gt
23700) then goto ERR1_NETPURX]
[else goto SALESTAX]
11
SALESTAX
SALESTAX
Did this include sales tax?
11
DNPAYMTX
DNPAYMTX
1. Yes
2. No
What was the amount of the cash down payment?
11
VEHEQTLN
VEHEQTLN
Was the source of credit a Home Equity Loan?
PRINCIPX
1. Yes
2. No
How much was borrowed, excluding any interest?
11
PRINCIPX
[IF VLOANST = 1 goto DNPAYMTX]
[ELSE goto ANYOTHR]
<1,2,D,R> [IF VLOANST = 1 goto DNPAYMTX]
[ELSE goto ANYOTHR]
<0-999999> [IF (VEHICYB = 100 and DNPAYMTX gt
11500) OR (VEHICYB = 105 and DNPAYMTX gt 11500) OR
(VEHICYB = 110 and DNPAYMTX gt 11500) OR (VEHICYB
= 120 and DNPAYMTX gt 15000) OR (VEHICYB = 130 and
DNPAYMTX gt 15000) OR (VEHICYB = 140 and
DNPAYMTX gt 15000) OR (VEHICYB = 150 and
DNPAYMTX gt 15000) OR (VEHICYB = 160 and
DNPAYMTX gt 15000) OR (VEHICYB = 170 and
DNPAYMTX gt 15000) OR (VEHICYB = 180 and
DNPAYMTX gt 15000) OR (VEHICYB = 190 and
DNPAYMTX gt 15000) OR (VEHICYB = 200 and
DNPAYMTX gt 15000) then goto ERR1_DNPAYMTX]
[IF gt NETPURX and netpurx ne D and ne R
goto CK_DNPAYMTX]
[ELSE goto VEHEQTLN]
[goto VEHEQTLN]
<1,2,D,R> [goto PRINCIPX]
<1-999999> [IF (VEHICYB = 100 and PRINCIPX lt 2500 or
gt 50000) OR (VEHICYB = 105 and PRINCIPX lt 2500 or gt
50000) OR (VEHICYB = 110 and PRINCIPX lt 2500 or gt
Page 158 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
50000) OR (VEHICYB = 120 and PRINCIPX lt 1472 or gt
60645) OR (VEHICYB = 130 and PRINCIPX lt 1472 or gt
60645) OR (VEHICYB = 140 and PRINCIPX lt 1472 or gt
60645) OR (VEHICYB = 150 and PRINCIPX lt 1472 or gt
60645) OR (VEHICYB = 160 and PRINCIPX lt 1472 or gt
60645) OR (VEHICYB = 170 and PRINCIPX lt 1472 or gt
60645) OR (VEHICYB = 180 and PRINCIPX lt 1472 or gt
60645) OR (VEHICYB = 190 and PRINCIPX lt 1472 or gt
60645) OR (VEHICYB = 200 and PRINCIPX lt 1472 or gt
60645) then goto ERR1_PRINCIPX]
[ELSE goto VINTRATE]
11
VINTRATE
VINTRATE
What was the interest rate?
[goto VINTRATE]
<00.000-99.999> [IF gt 14 then goto ERR1_VINTRATE]
[ELSE goto PMT1YR]
Enter precent including decimal.
11
PMT1YR
PMT1YR
In what year was or will the first payment be made?
[goto PMT1YR]
<1900-(current year +1),D,R> [goto PMT1MO]
11
PMT1MO
PMT1MO
In what month was or will the first payment be made?
<1-12,D,R> [goto VEHQPMT]
VEHQPMT
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
For how many months was the payment contract?
11
VEHQPMT
<1-999> [IF gt 144 then goto ERR1_VEHQPMT]
[ELSE goto PAYMENTX]
[goto PAYMENTX]
11
PAYMENTX
PAYMENTX
What is your monthly payment amount?
<1-99999> [IF (VEHICYB = 100 and PAYMENTX lt 105 or gt
679) OR (VEHICYB = 105 and PAYMENTX lt 105 or gt 679)
OR (VEHICYB = 110 and PAYMENTX lt 105 or gt 679) OR
(VEHICYB = 120 and PAYMENTX lt 77 or gt 721) OR
(VEHICYB = 130 and PAYMENTX lt 77 or gt 721) OR
(VEHICYB = 140 and PAYMENTX lt 77 or gt 721) OR
Page 159 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
(VEHICYB = 150 and PAYMENTX lt 77 or gt 721) OR
(VEHICYB = 160 and PAYMENTX lt 77 or gt 721) OR
(VEHICYB = 170 and PAYMENTX lt 77 or gt 721) OR
(VEHICYB = 180 and PAYMENTX lt 77 or gt 721) OR
(VEHICYB = 190 and PAYMENTX lt 77 or gt 721) OR
(VEHICYB = 200 and PAYMENTX lt 77 or gt 721) then goto
ERR1_PAYMENTX]
[ELSEIF DISPOSED = 1 goto VEHDISP]
[ELSE goto ANYOTHR]
11
VEHDISP
VEHDISP
How did you dispose of the (Car description)?
11
DISPOTHV
DISPOTHV
1. Sold
2. Traded in
3. Given away or donated to someone outside the household, including students away at school
4. Damaged beyond repair
5. Stolen
6. Other
Specify:
11
VDISPMO
VDISPMO
In what month was it ^Vehdisp_fill?
SALEX
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
How much did you sell it for?
11
SALEX
[IF DISPOSED =1 goto VEHDISP]
[ELSE goto ANYOTHR]
<1-5,D,R> [goto VDISPMO]
<6>
[goto DISPOTHV]
<30 characters> [goto VDISPMO]
<1-12,D,R> [IF VDISPMO is not within the reference period
then goto ERR3_VDISPMO]
[ELSEIF VEHDISP = 1 goto SALEX]
[ELSEIF VEHDISP = 2, 3, 6, D or R, goto
LOANSTAT]
[ELSEIF VEHDISP = 4 or 5, goto REIMBURS]
<1-999999> [IF (VEHICYB = 100 and SALEX lt 5 or gt
17400) OR (VEHICYB = 105 and SALEX lt 5 or gt 17400)
OR (VEHICYB = 110 and SALEX lt 5 or gt 17400) OR
(VEHICYB = 120 and SALEX lt 35 or gt 23000) OR
(VEHICYB = 130 and SALEX lt 35 or gt 23000) OR
(VEHICYB = 140 and SALEX lt 35 or gt 23000) OR
(VEHICYB = 150 and SALEX lt 35 or gt 23000) OR
(VEHICYB = 160 and SALEX lt 35 or gt 23000) OR
(VEHICYB = 170 and SALEX lt 35 or gt 23000) OR
Page 160 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
(VEHICYB = 180 and SALEX lt 35 or gt 23000) OR
(VEHICYB = 190 and SALEX lt 35 or gt 23000) OR
(VEHICYB = 200 and SALEX lt 35 or gt 23000) then goto
ERR1_SALEX]
[ELSE goto LOANSTAT]
11
REIMBURS
REIMBURS
Were you reimbursed for the value of the (Car description)?
11
REIMBURX
REIMBURX
1. Yes
2. No
How much did you receive?
11
EXREIMB
EXREIMB
Do you expect to be reimbursed for the value of the (Car description)?
1. Yes
2. No
How much will you receive?
11
EXREIMBX
EXREIMBX
11
LOANSTAT
LOANSTAT
11
FINPAYMT
Were there any outstanding loans on the (Car description) when it was (sold/traded in/given away to someone
outside the CU/damaged beyond repair/stolen/disposed of)?
FINPAYMT
1. Yes
2. No
Were any final payments made on the loan?
1. Yes
2. No
How much was the final payment?
11
FINPAYMX
FINPAYMX
11
ANYOTHR
ANYOTHR
(Did ^YOU_YRCU purchase or acquire any other ^autos?/ "^CO_DoDoes ^YOU_YRCU own any other
^autos?/ Did ^YOU_YRCU purchase any other ^autos for someone outside your household?/ Did
[goto LOANSTAT]
<1>
[goto REIMBURX]
<2,D,R> [goto EXREIMB]
<1-999999> [IF lt 20 or gt 23742 then goto
ERR1_REIMBURX]
[ELSE goto LOANSTAT]
[goto LOANSTAT]
<1>
[goto EXREIMBX]
<2,D,R> [goto LOANSTAT]
<1-999999> [IF lt 300 or gt 9000 then goto
ERR1_EXTREIMBX]
[ELSE goto LOANSTAT]
[goto LOANSTAT]
<1>
[goto FINPAYMT]
<2,D,R> [goto ANYOTHR]
<1>
[goto FINPAYMX]
<2,D,R> [goto ANYOTHR]
<1-999999> [IF lt 384 or gt 26500 then goto
ERR1_FINPAYMX]
[ELSE goto ANYOTHR]
[goto ANYOTHR]
<1> [IF Row number = 25 then goto ERR_MAX]
[ELSE goto ITEM, next screen as appropriate]
Page 161 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
^YOU_YRCU dispose of any other ^autos??
<2,D,R> [goto ITEM, next screen as appropriate]
S12A_INTRO
S12A_INTRO
1. Yes
2. No
28 - 29
<1> [goto BTABLEA.BROW.ITEM]
I will now ask about expenses for vehicle services, parts, and equipment. Please do not include expenses for
vehicles used entirely for business.
Description Month
Amount
(VOPDESC)
(VOPMOA)
(VOPEXPX)
12
VEQ_ITEM
ITEM
1. Enter 1 to Continue
SCREEN 1 --------------------------------------------------------------------------------------28-29
? [F1]
Since the first of ^REF_MONTH, have ^YOU_ANYMEM had
expenses for any of the following?
<1-22> [goto DESCRIPTION]
<95>
[goto next row]
<99>
[goto S12A_END]
<888>
[goto ITEM - next line of grid]
[If no more grid lines goto S12A_END]
Read each item on list
SCREEN 2 ---------------------------------------------------------------------------------------Have ^YOU_ANYMEM had any expenses for -Read each item on list
1. Oil change, lubrication, or oil filter
2. Motor tune-up
3. Brake work
4. Battery purchases or installation
5. Tire purchases or mounting
6. Tire repair
7. Front end alignment, wheel balancing, or wheel rotation
8. Steering or front-end work
9. Electrical system work
10. Engine repair or replacement
11. Air conditioning work
12. Engine cooling system work
13. Exhaust system work
14. Clutch or transmission work
15. Body work or painting
Page 162 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
12
Tag Name
VOPDESC
12
VOPLABOR
Variable Name
Question Text
Skip Instructions
DESCRIPTION
16. Shock absorber replacement
17. Drive shaft or rear-end work
18. Video equipment or installation
19. Audio equipment or installation
20. Vehicle accessories or customizing
21. Vehicle cleaning services or cleaning supplies
22. Other vehicle services, part, or equipment
95. Continue List
99. None/No more entries
888. Delete a line
What was the expense for?
<30 characters>
VOPLABOR
Description Month
Amount
(VOPDESC)
(VOPMOA)
(VOPEXPX)
Did this expense include labor?
<1,2,D,R> [goto MONTH]
Description
(VOPDESC)
12
VOPMOA
MONTH
12
VOPEXPX
AMOUNT
Month
Amount
(VOPMOA)
(VOPEXPX)
1. Yes
2. No
In what month did you have this expense?
Description
(VOPDESC)
[goto VOPLABOR]
Month
Amount
(VOPMOA)
(VOPEXPX)
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
What was the total cost?
Description Month
Amount
(VOPDESC)
(VOPMOA)
(VOPEXPX)
[IF MONTH not within
reference period then goto ERR3_MONTH]
[ELSE goto AMOUNT]
[goto AMOUNT]
<1-99999> [IF (VOPSERVY eq 100 and AMOUNT lt 8 or gt
89) OR (VOPSERVY eq 110 and AMOUNT lt 10 or gt 1500)
OR (VOPSERVY eq 120 and AMOUNT lt 16 or gt 836) OR
(VOPSERVY eq 130 and AMOUNT lt 16 or gt 211) OR
(VOPSERVY eq 140 and AMOUNT lt 20 or gt 1000)OR
(VOPSERVY eq 150 and AMOUNT lt 5 or gt 335) OR
Page 163 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
12
Tag Name
VOPTAX
Variable Name
VOPTAX
Question Text
Skip Instructions
Did this include sales tax?
(VOPSERVY eq 160 and AMOUNT lt 8 or gt 690) OR
(VOPSERVY eq 170 and AMOUNT lt 19 or gt 1224) OR
(VOPSERVY eq 180 and AMOUNT lt 6 or gt 750) OR
(VOPSERVY eq 190 and AMOUNT lt 19 or gt 3000) OR
(VOPSERVY eq 200 and AMOUNT lt 9 or gt 1200) OR
(VOPSERVY eq 210 and AMOUNT lt 6 or gt 1100) OR
(VOPSERVY eq 300 and AMOUNT lt 15 or gt 1000) OR
(VOPSERVY eq 310 and AMOUNT lt 15 or gt 2500) OR
(VOPSERVY eq 320 and AMOUNT lt 15 or gt 4000) OR
(VOPSERVY eq 330 and AMOUNT lt 22 or gt 1000) OR
(VOPSERVY eq 340 and AMOUNT lt 13 or gt 1500) OR
(VOPSERVY eq 345 and AMOUNT lt 50 or gt 1000) OR
(VOPSERVY eq 350 and AMOUNT lt 12 or gt 1500) OR
(VOPSERVY eq 360 and AMOUNT lt 5 or gt 1700) OR
(VOPSERVY eq 365 and AMOUNT lt 2 or gt 100)OR
(VOPSERVY eq 370 and AMOUNT lt 5 or gt 1000) then goto
ERR1_AMOUNT
[ELSEIF (VOPSERVY and the entry in AMOUNT
for this record are equal to any records data on the
pre-chart/input then goto ERR_DUP)
[ELSE goto VOPTAX]
[goto C]
<1,2,D,R> [goto C]
Description
(VOPDESC)
12
VOPCMB_C
C
VOPCMB
COMBCODE
Month
Amount
(VOPMOA)
(VOPEXPX)
1. Yes
2. No
Enter 'C' for combined expense
28-29
?[F1]
[goto COMBCODE]
[goto VOPREIMB]
IF anything other than a 'C' or blank is entered, goto CK_C
<1-22,77> [goto VOPREIMB]
What expense was combined with the ^VOPCMB expense?
Enter all that apply, separate with commas.
Description
(VOPDESC)
Month
Amount
(VOPMOA)
(VOPEXPX)
1. Oil chg/lube/filter
2. Motor tune/up
Page 164 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
12
Tag Name
VOPREIMB
Variable Name
Question Text
VOPREIMB
3. Brake work
4. Battery purch/install
5. Tire purch/mounting
6. Tire repair
7. Front end align/wheel balancing/wheel rotate
8. Steering/front end work
9. Electrical system work
10. Engine repair/replace
11. Air conditioning work
12. Engine cooling sys. work
13. Exhaust system work
14. Clutch or transmission wk
15. Body work or painting
16. Shock absorber replacement
17. Drive shaft/rear end work
18. Video equipment/install
19. Audio equipment/install
20. Accessories/customizing
21. Vehicle cleaning/supplies
22. Other serv./parts/equip.
77. Misc combined (unable to specify/DK)
Has any of this expense been, or will any of it be, reimbursed?
Description
(VOPDESC)
12
VOPRMBXA
VOPRMBXA
MOREVEOP
MORE
S12B_INTRO
INTROB
Month
Amount
(VOPMOA)
(VOPEXPX)
Did you have any other expenses for ^VOPCMB?
Description
(VOPDESC)
1. Yes
2. No
30
<1>
[goto VOPRMBXA]
<2,D,R> [goto MORE]
Month
Amount
(VOPMOA)
(VOPEXPX)
1. Yes
2. No
How much?
Description
(VOPDESC)
12
Skip Instructions
Month
Amount
(VOPMOA)
(VOPEXPX)
<1-99999> [IF VOPRMBXA gt 5000, goto
ERR1_VOPRMBXA]
[ELSEIF(VOPRMBXA gt AMOUNT) goto
CK_VOPRMBXA]
[ELSE goto MORE]
[goto MORE]
<1> [IF ROW number = 26, goto ERR_MAX]
[ELSE goto ITEM, next line of grid]
<2,D,R> [goto ITEM, next line of grid]
<1> [goto BTABLEB.BROW.ITEM]
Page 165 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
Now I am going to ask about driver's licenses, vehicle inspection and vehicle registration.
Description Month
Amount
(VREGDESC)
(VOPMO_C) (VOPREGX)
12
VLR_ITEM
ITEM
1. Enter 1 to Continue
30
Since the first of ^REF_MONTH, have ^YOU_ANYMEM had any
expenses for -
<1-4>
[goto DESCRIPTION]
<99>
[goto S12B_END]
<888>
Read each item on list
12
VREGDESC
12
VOPMO_C
DESCRIPTION
1. Driver's licenses?
2. Vehicle inspection?
3. State vehicle registration?
4. Local vehicle registration?
99. None/No more entries
888. Delete line
What was the expense for?
MONTH
Description Month
Amount
(VREGDESC)
(VOPMO_C) (VOPREGX)
In what month did you have this expense?
Description Month
Amount
(VREGDESC)
(VOPMO_C) (VOPREGX)
[goto ITEM - next line of grid]
[IF no more grid lines goto S12B_END]
<30 characters> [goto MONTH]
[IF MONTH not within
reference period goto ERR3_MONTH]
[ELSE goto AMOUNT]
[goto AMOUNT]
12
VOPREGX
AMOUNT
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
What was the total amount of the expense?
<1-9999> [IF (ITEM = 1 and AMOUNT lt 5 or gt 86) OR
Page 166 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Description Month
Amount
(VREGDESC)
(VOPMO_C) (VOPREGX)
12
S12BCMB_C
C
12
S12B_CMB
COMBCODE
Enter 'C' for combined expense
45
Skip Instructions
(ITEM = 2 and AMOUNT lt 5 or gt 120) OR
(ITEM = 3 and AMOUNT lt 10 or gt 423) OR
(ITEM = 4 and AMOUNT lt 8 or gt 442) then
goto ERR1_AMOUNT]
[ELSEIF ITEM and the entry in AMOUNT for the
record are equal to any records data on the prechart/input)
then goto ERR_DUP]
[ELSE goto C]
[goto C]
[goto COMBCODE]
[goto MORE]
IF anything other than a 'C' or blank is entered, goto CK_C
<1-4> [goto MORE]
What was combined with the ^S12B_DESC expense?
Enter all that apply, separate with commas
Description Month
Amount
(VREGDESC)
(VOPMO_C) (VOPREGX)
12
MOREREG
MORE
1. Driver's license
2. Vehicle inspection
3. State Vehicle registration
4. Local Vehicle registration
Did you have any other ^S12B_DESC expenses?
Description Month
Amount
(VREGDESC) (VOPMO_C) (VOPREGX)
12
VOPGASX
VOPGASX
1. Yes
2. No
Since the first of ^REF_MONTH, what has been your household's AVERAGE
MONTHLY expense for gasoline and any other fuels (including gasohol) for all vehicles?
<1>
[IF ROW number = 11, goto ERR_MAX]
[ELSE goto ITEM, next line of grid]
<2,D,R> [goto ITEM, next line of grid]
<0,R>
[goto VOPOIL]
<1-9999> [IF VOPGASX gt 400, goto ERR1_VOPGASX]
[ELSE goto VOPDIES]
12
VOPDIES
VOPDIES
Was any of this expense for the purchase of diesel fuel?
<1>
<2,D,R>
[goto VOPDIES]
[goto VOPDIESX]
[goto VOPBSNS]
1. Yes
Page 167 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
12
VOPDIESX
VOPDIESX
How much?
12
VOPBSNS
VOPBSNS
Was any of the AVERAGE MONTHLY cost counted as a business expense?
1. Yes
2. No
What percentage of the AVERAGE MONTHLY COST was counted as a business expense?
Skip Instructions
2. No
12
VOPBSPER
VOPBSPER
12
VOPOIL
VOPOIL
Since the first of ^REF_MONTH, have ^YOU_ANYMEM
purchased any oil for operating vehicles?
12
VOPOILX
VOPOILX
1. Yes
2. No
What was the total cost?
12
VOPOILNT
VOPOILNT
Was any of this purchased this month?
VOPOILNX
1. Yes
2. No
How much was spent this month?
12
VOPOILNX
<1-9999> [IF (VOPDIESX lt 5 or gt 800) goto
ERR1_VOPDIESX]
[ELSEIF (VOPDIESX gt VOPGASX) goto
CK_VOPDIESX]
[ELSE goto VOPBSNS]
[goto VOPBSNS]
<1>
[goto VOPBSPER]
<2,D,R> [goto VOPOIL]
<1-99,D,R> [goto VOPOIL]
<100>
[goto ERR2_VOPBSPER]
<1>
<2,D,R>
[goto VOPOILX]
[IF INTNMBR = 1 goto S12C_END]
[ELSE goto VOPFLUID]
<1-9999> [IF VOPOILX lt 5 or gt 65 goto ERR1_VOPOILX]
[ELSE goto VOPOILNT]
[goto VOPOILNT]
<1>
[goto VOPOILNX]
<2,D,R> [If INTNMBR = 1 goto S12C_END]
[ELSE goto VOPFLUID]
<1-9999> [IF VOPOILNX lt 5 or gt 44 goto
ERR1_VOPOILNX]
[ELSEIF (VOPOILNX gt VOPOILX) goto
CK_VOPOILNX]
[ELSEIF INTNMBR = 1 goto S12C_END]
[ELSE goto VOPFLUID]
12
VOPFLUID
VOPFLUID
Since the first of ^REF_MONTH, not including this month, have ^YOU_ANYMEM purchased any antifreeze,
brake fluid, transmission fluid, or additives, except if purchased with a tune-up?
[IF INTNMBR = 1 goto S12C_END]
[ELSE goto VOPFLUID]
<1>
[goto VOPFLUDX]
<2,D,R> [goto VOPPARK]
Page 168 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
12
VOPFLUDX
VOPFLUDX
1. Yes
2. No
What was the total cost of these purchases?
12
VOPPARK
VOPPARK
Since the first of ^REF_MONTH, have ^YOU_ANYMEM had expenses for -
Skip Instructions
<1-9999> [IF VOPFLUDX lt 5 or gt 50 goto
ERR1_VOPFLUDX]
[ELSE goto VOPPARK]
[goto VOPPARK]
<1>
[goto VOPPARKX]
<2,D,R> [goto VOPTOLL]
Parking, such as parking meters, garage rental or parking
lot fees? Do not include expenses that are part of your property ownership or
rental costs, a business expense or expenses that will be totally
reimbursed.
12
VOPPARKX
VOPPARKX
1. Yes
2. No
How much was paid, not including any payments made this month?
12
VOPTOLL
VOPTOLL
Since the first of ^REF_MONTH, have ^YOU_ANYMEM had expenses for -
<1-99999> [IF VOPPARKX gt 390, goto
ERR1_VOPPARKX]
[ELSE goto VOPTOLL]
[goto VOPTOLL]
<1>
[goto VOPTOLLX]
<2,D,R> [goto VOPDOCK]
Local tolls or electronic toll passes?
Do not include tolls incurred on a trip.
12
VOPTOLLX
VOPTOLLX
1. Yes
2. No
How much was paid, not including any payments made this month?
12
VOPDOCK
VOPDOCK
Since the first of ^REF_MONTH, have ^YOU_ANYMEM had expenses for -
<1-99999> [IF VOPTOLLX gt 35, goto ERR1_VOPTOLLX]
[ELSE goto VOPDOCK]
[goto VOPDOCK]
<1>
[goto VOPDOCKX]
<2,D,R> [goto VOPPOLCY]
Docking and landing fees for boats and planes?
Page 169 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
1. Yes
2. No
How much was paid, not including any payments made this month?
12
VOPDOCKX
VOPDOCKX
12
VOPPOLCY
VOPPOLCY
12
VOPPLCYX
VOPPLCYX
12
VOPAUTO
VOPAUTO
12
VOPCLUBX
VOPCLUBX
12
VOPTOW
VOPTOW
Since the first of ^REF_MONTH, not including
(current month), have ^YOU_ANYMEM had any expenses for
auto repair service policies such as extended warranties?
Do not include service policies for vehicles used entirely for business.
1. Yes
2. No
How much?
Since the first of ^REF_MONTH, not including
(current month), have ^YOU_ANYMEM had any expenses
for automobile service clubs, such as AAA?
1. Yes
2. No
How much?
Since the first of ^REF_MONTH, have ^YOU_ANYMEM
had expenses for -
Skip Instructions
<1-9999> [IF VOPDOCKX gt 1752 goto
ERR1_VOPDOCKX]
[ELSE goto VOPPOLCY]
[goto VOPPOLCY]
<1>
[goto VOPPLCYX]
<2,D,R> [goto VOPAUTO]
<1-9999> [IF VOPPLCYX lt 5 or gt 1800 goto
ERR1_VOPPLCYX]
[ELSE goto VOPAUTO]
[goto VOPAUTO]
<1>
[goto VOPCLUBX]
<2,D,R> [goto VOPTOW]
<1-9999> [IF VOPCLUBX lt 6 or gt 155 goto
ERR1_VOPCLUBX]
[ELSE goto VOPTOW]
[goto VOPTOW]
<1>
[goto VOPTOWX]
<2,D,R> [goto TANKGAS]
Towing charges, not already reported?
1. Yes
Page 170 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
12
VOPTOWX
VOPTOWX
How much was paid, not including any payments made this month?
12
TANKGAS
TANKGAS
Since the first of ^REF_MONTH, not including
(current month) have ^YOU_ANYMEM had any expenses
for bottled or tank gas for recreational vehicles, including
vans, campers, and boats?
Skip Instructions
2. No
12
TANKGASX
TANKGASX
S13A_INTRO
1. Yes
2. No
How much?
31
Now I am going to ask about your non-health insurance policies.
(Include policies paid by your household for someone outside your household.)
<1-9999> [IF VOPTOWX gt 315 goto ERR1_VOPTOWX]
[ELSE goto TANKGAS]
[goto TANKGAS]
<1>
[goto TANKGASX]
<2,D,R> [goto S12C_END]
<1-9999> [IF TANKGASX lt 5 or gt 200 goto
ERR1_TANKGASX]
[ELSE goto S12C_END]
[goto S12C_END]
<1> [IF there are any active Policies listed on the inventory
chart (8500.INSTAT ne 3) goto BSect13A Block]
[ELSE goto S13A_END]
Policy|Insurance | |Insurance|Paid|Payroll |Payment|Paid |Paid
Number|Description|Type| Company | By |Deduction|Period |Total|Month
13
PLCYSTIL
PLCYSTIL
1. Enter 1 to Continue
Do ^YOU_ANYMEM still have or make payments for the (long term care/life or
disability/auto/homeowner's/tenants'/other type of non-health) insurance policy from (Insurance Company)?
<1,2,D,R> [IF 8500.PREMPAID = 3 or 4 goto S13A_END]
[ELSE goto INSEX3A]
Policy|Insurance | |Insurance|Paid|Payroll |Payment|Paid |Paid
Number|Description|Type| Company | By |Deduction|Period |Total|Month
13
INSEX3A
INSEX3A
1. Yes
2. No
Since the first of ^REF_MONTH have you had any expenses for this policy?
<1>
[goto INSEX3AX]
<2,D,R> [goto S13A_END]
Policy|Insurance | |Insurance|Paid|Payroll |Payment|Paid |Paid
Number|Description|Type| Company | By |Deduction|Period |Total|Month
Page 171 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
13
Tag Name
INSEX3AX
Variable Name
Question Text
INSEX3AX
1. Yes
2. No
How much was paid?
Policy|Insurance | |Insurance|Paid|Payroll |Payment|Paid |Paid
Number|Description|Type| Company | By |Deduction|Period |Total|Month
13
INSEXXA
INSEXXA
How much was paid this month?
Policy|Insurance | |Insurance|Paid|Payroll |Payment|Paid |Paid
Number|Description|Type| Company | By |Deduction|Period |Total|Month
13
INB_ITEM
ITEM
31
? [F1]
(Do ^YOU_ANYMEM have any or pay for any -/Since the first of ^REF_MONTH have ^YOU_ANYMEM
purchased o
Skip Instructions
<1-99999> [IF (8500.POLICYYB = 110 and INSEX3AX gt
628) OR (8500.POLICYYB = 100 and INSEX3AX gt 628)
OR (8500.POLICYYB = 200 and INSEX3AX gt 1050) OR
(8500.POLICYYB = 300 and INSEX3AX gt 1000)
OR (8500.POLICYYB = 400 and INSEX3AX gt 300) OR
(8500.POLICYYB = 500 and INSEX3AX gt 825) then goto
ERR1_INSEX3AX]
[ELSE goto INSEXXA]
[goto S13A_END]
<0-99999> [IF (8500.POLICYYB = 110 and INSEXXA gt
300) OR (8500.POLICYYB = 100 and INSEXXA gt 300)
OR (8500.POLICYYB = 200 and INSEXXA gt 670) OR
(8500.POLICYYB = 300 and INSEXXA gt 688) OR
(8500.POLICYYB = 400 and INSEXXA gt 186) OR
(8500.POLICYYB = 500 and INSEXXA gt 600) then goto
ERR1_INSEXXA]
[ELSEIF INSEXXA gt INSEX3AX then goto
CK_INSEXXA]
[ELSE goto S13A_END]
[goto S13A_END]
<1-6> [goto INSCOMP]
<99> [goto S13B_END]
<888> [goto ITEM - next line of grid]
[If no more grid lines, goto S13B_END]
Read each item on list
1. Long term care insurance?
2. Life insurance or other policies which provide benefits in case of death or disability?
3. Homeowners' insurance which protects your home, furniture personal effects or other property against fire, flood,
theft, loss or damage?
4. Renters' insurance which protects your home, furniture, personal belongings or other property against fire, flood,
theft, loss or damage?
5. Automobile or other vehicle insurance?
6. Other types of insurance, such as those listed on page 31?
Page 172 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
99. None/No more entries
888. Delete a line
What is the name of the insurance company for your (long term care/life or
disability/homeowners'/tenants'/vehicle/other type of insurance) policy?
13
INSCOMP
INSCOMP
13
INSDESC
INSDESC
Enter name of insurance company, not the insurance agent.
Briefly describe the policy.
INSPROP
INSPROP
Which property (ies) does this policy cover?
Enter number of each property covered, separate with commas.
Skip Instructions
<30 characters>
<30 characters> [IF ITEM = 3, goto INSPROP]
[ELSE goto PREMPAID]
<1-20> [IF any entry is higher than the number of
properties or a blank precode, goto CK_INSPROP]
[ELSE goto PREMPAID]
<99,D,R>
13
PREMPAID
13
PAYDEDPR
PREMPAID
1. PROPDESC[1]
2. PROPDESC[2]
3. PROPDESC[3]
4. PROPDESC[4]
5. PROPDESC[5]
6. PROPDESC[6]
7. PROPDESC[7]
8. PROPDESC[8]
9. PROPDESC[9]
10. PROPDESC[10]
11. PROPDESC[11]
12. PROPDESC[12]
13. PROPDESC[13
14. PROPDESC[14]
15. PROPDESC[15]
16. PROPDESC[16]
17. PROPDESC[17]
18. PROPDESC[18]
19. PROPDESC[19]
20. PROPDESC[20]
99. Property not owned or rented by the household
Are the policy premiums paid -
PAYDEDPR
1. Entirely by ^YOU_YRCU?
2. Partially by ^YOU_YRCU and partially by someone outside your household?
3. Entirely by an employer or union?
4. Entirely by another group or persons outside your household?
Are any premiums paid through payroll deductions?
[goto INSDESC]
[goto PREMPAID]
<1,2,D,R> [goto PAYDEDPR]
<3,4>
[goto C]
<1,2,D,R> [goto INSEXPBX]
Page 173 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
13
Tag Name
INSEXPBX
Variable Name
Question Text
Skip Instructions
INSEXPBX
1. Yes
2. No
Since the first of ^REF_MONTH, what was Your Your CU's total expense for this insurance policy?
<1-99999>
Enter the actual amount the household paid. Do not include any expenses paid for the household by others.
How much was paid this month?
13
INSNEXXB
INSNEXXB
13
S13_S
C
Enter "C" for a combined expense
13
S13CMB
COMBCODE
31
? [F1]
[If (ITEM = 1 and INSNEXXB gt 750) OR
(ITEM = 2 and INSEXPBX gt 750) OR
(ITEM = 3 and INSEXPBX gt 1000) OR
(ITEM = 4 and INSEXPBX gt 340) OR
(ITEM = 5 and INSEXPBX gt 1100) OR
(ITEM = 6 and INSEXPBX gt 936)
then goto ERR1_INSEXPBX]
[ELSE goto INSNEXXB]
<0,D,R> [goto C]
<1-99999> [If (ITEM = 1 and INSNEXXB gt 300) OR (ITEM
= 2 and INSNEXXB gt 300) OR (ITEM = 3 and INSNEXXB
= 1-8 or gt 677) OR (ITEM = 4 and INSNEXXB = 1-5 or gt
267) OR (ITEM = 5 and INSNEXXB = 1-17 or gt 663) OR
(ITEM = 6 and INSNEXXB = 1-5 or gt 799) then goto
ERR1_INSNEXXB]
[ELSEIF INSNEXXB gt INSEXPBX then goto
CK_INSNEXXB]
[else goto C]
<0,D,R> [goto C]
[goto COMBCODE]
[goto MORE]
[IF anything other than a 'C' or the enter key is entered, then
goto CK_C]
<1-6,77> [IF 3 is selected, goto COMBPROP]
[ELSE goto MORE]
What other type of policy is the ^COMBCODE_FILL combined with?
Enter all that apply, separate with commas.
1. Long term care insurance
2. Life insurance or other policies which provide benefits in case of death or disability
3. Homeowners' insurance which protects your home, furniture, personal effects or other property against fire, flood,
theft, loss or damage
4. Tenants' insurance which protects your home, furniture, personal effects or other property against fire, flood, theft,
loss or damage
5. Automobile or other vehicle insurance
Page 174 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
S13CMBPROP
Variable Name
Question Text
COMBPROP
6. Other types of insurance, such as those listed on page 46
77. Misc. combined (unable to specify/DK)
Which property (ies) did this policy cover?
Enter number of each property covered, separate with commas.
Skip Instructions
<1-20> [IF any entry is higher than the number of
properties or a blank precode, goto CK_COMBPROP]
[ELSE goto MROE]
<99,D,R>
INSMORE
MORE
1. PROPDESC[1]
2. PROPDESC[2]
3. PROPDESC[3]
4. PROPDESC[4]
5. PROPDESC[5]
6. PROPDESC[6]
7. PROPDESC[7]
8. PROPDESC[8]
9. PROPDESC[9]
10. PROPDESC[10]
11. PROPDESC[11]
12. PROPDESC[12]
13. PROPDESC[13
14. PROPDESC[14]
15. PROPDESC[15]
16. PROPDESC[16]
17. PROPDESC[17]
18. PROPDESC[18]
19. PROPDESC[19]
20. PROPDESC[20]
99. Property not owned or rented by the household
(Do ^You_Anymem have any or make payments for any other ^inbdescription policy?/ Did ^you_Anymem
purchase or begin paying for any other ^inbdescritpion policy?)
1. Yes
2. No
<1>
[goto MORE]
[IF Row number = 100 then goto ERR_MAX]
[ELSE goto ITEM, next row of the grid]
<2,D,R>
[goto ITEM, next row of the grid]
Form_Pane_Layouts
14
S14A_INTRO
S14A_INTRO
32
Now I am going to ask about hospitalization and health Insurance.
<1> [IF there are any records on the SCIF with
8500.IHB_STAT=1 goto BSect14ARow block]
[ELSE goto S14A_END]
Policy|Insurance | |Insurance|Payroll |Time |Paid |Paid |Paid
#
|Description|Type| Company |Deduction|Period|Total|Month|Non-CU
1. Enter 1 to Continue
Page 175 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
14
HHISTILL
HHISTILL
(Do/Does) still ^HHISTILL?
<1,2,D,R> [IF 8500.HHIPRMPD = 3, 4 goto S14A_END]
[ELSE goto HHIANYPD]
Policy|Insurance | |Insurance|Payroll |Time |Paid |Paid |Paid
#
|Description|Type| Company |Deduction|Period|Total|Month|Non-CU
14
HHIANYPD
HHIANYPD
1. Yes
2. No
Since the first of ^REF_MONTH were any payments made on this policy by ^YOU_ANYMEM? ^Hhianypd
<1>
[goto HHIPDAMT]
<2, D, R> [goto S14A_END]
Policy|Insurance | |Insurance|Payroll |Time |Paid |Paid |Paid
#
|Description|Type| Company |Deduction|Period|Total|Month|Non-CU
14
HHIPDAMT
HHIPDAMT
1. Yes
2. No
How much was paid?
Policy|Insurance | |Insurance|Payroll |Time |Paid |Paid |Paid
#
|Description|Type| Company |Deduction|Period|Total|Month|Non-CU
14
HHICMXXA
HHICMXXA
How much was paid this month?
#
14
HHIPDCHG
Policy|Insurance | |Insurance|Payroll |Time |Paid |Paid |Paid
|Description|Type| Company |Deduction|Period|Total|Month|Non-CU
HHIPDCHG
Have there been any changes to the terms of this policy such as premium amount or payment period?
1. Yes
2. No
What were the changes?
14
HHICHGSP
HHICHGSP
14
IHB_ITEM
ITEM
Specify:
32
? [F1]
(Do ^YOU_ANYMEM have any hospitalization or health insurance plans or belong to a plan that pays all or
<1-99999> [IF (8500.HHICODE = 1 and HHIPDAMT lt 20 or
gt 1700) OR (8500.HHICODE = 2 and HHIPDAMT lt 15 or
gt 1882) OR (8500.HHICODE = 3 and HHIPDAMT lt 25 or
gt 1341) OR (8500.HHICODE = 4 and HHIPDAMT lt 6 or gt
1080) then goto ERR1_HHIPDAMT]
[ELSE goto HHICMXXA]
[goto S14A_END]
<0-99999> [IF (8500.HHICODE = 1 and HHICMXXA lt 5 or
gt 486) OR (8500.HHICODE = 2 and HHICMXXA lt 5 or gt
600) OR (8500.HHICODE = 3 and HHICMXXA lt 10 or gt
440) OR (8500.HHICODE = 4 and HHICMXXA lt 5 or gt 327)
then goto ERR1_HHICMXXA]
[ELSEIF (HHIPDAMT lt HHIPLO) OR (HHIPDAMT
gt HHIPHI) then goto HHIPDCHG]
[ELSE goto S14A_END]
[goto S14A_END]
<1>
[goto HHICHGSP]
<2,D,R> [goto S14A_END]
<30 characters>
[goto S14A_END]
<1>
[goto HINSCMP]
<99>
[goto S14B_END]
Page 176 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
part of your medical expenses? Include policies paid for someone outside your householdand please
consider any special purpose plans you may have, such as dental, vision, or prescription drug insurance. /
Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased any ^Tsec14bItems health or
hospitalization insurance? Include any policies paid for someone outside your household.)
<888> [goto ITEM - next line of grid]
[IF no more grid lines goto S14B_END]
Do not report Medicare Prescription Drug plans (Medicare Part D) here.
Medicare Prescription Drug plans are collected in Section 14C in Interviews 2 through 5.
Read item on list.
14
HINSCMP
HINSCMP
14
HHIBCBS
HHIBCBS
14
HHICOVQ
HHICOVQ
14
HHICODE
HHICODE
1. Hospitalization or health insurance plans
99. None/No More Entries
888. Delete the Line
What is the name of the insurance company for this health insurance policy?
Enter name of insurance company, not the insurance agent
Do not read to respondent.
Is the insurance company Blue Cross/Blue Shield?
1. Yes
2. No
How many household members are/were covered by this policy?
32
? [F1]
What type of insurance plan is it?
14
HHIPOS
HHIPOS
1. Health Maintenance Organization
2. Fee for Service Plan
3. Commercial Medicare Supplement
4. Other special purpose plan
Under normal circumstances, if you go to a doctor who is not part
of your plan without a referral, will your insurance pay for the cost?
<30 characters> [goto HHIBCBS]
<1,2,D,R>
[goto HHICOVQ]
<0-30> [IF HHICOVQ gt number of active members of the
persons roster goto CK_HHICOVQ]
[ELSE goto HHICODE]
[goto HHICODE]
<1>
[goto HHIPOS]
<2>
[goto HHIFEET]
<3,D,R> [goto HHIGROUP]
<4>
[goto HHISPECT]
<1,2,D,R> [goto HHIGROUP]
1. Yes
Page 177 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
14
HHIFEET
HHIFEET
Question Text
Skip Instructions
2. No
32
? [F1]
<1,2,D,R> [goto HHIGROUP]
Is this fee for service plan a -
14
HHISPECT
HHISPECT
1. Traditional Fee for Service Plan?
2. Preferred Provider Option Plan?
Is this special purpose insurance plan -
<30 characters>
<1-3,D,R> [goto HHIPRMPD]
14
OTHINTYP
OTHINTYP
1. Dental insurance?
2. Vision insurance?
3. Prescription drug insurance?
4. Mental health insurance?
5. Dread disease policy?
6. Other type of special purpose health insurance? - Specify
Specify:
14
HHIGROUP
HHIGROUP
Was the policy obtained on an individual or group basis?
HHIPRMPD
1. Individually obtained
2. Group through place of employment
3. Group through other organization
Are the policy premiums paid-
HHIPRDED
1. Entirely by ^YOU_YRCU?
2. Partially by ^YOU_YRCU?
3. Entirely by an employer or union?
4. Entirely by another group or persons outside your household?
Are any premiums paid through payroll deductions?
HHIRPMXB
1. Yes
2. No
What is your part of the regular health insurance payment ^HHIRPMXB?
14
HHIPRMPD
14
HHIPRDED
14
HHIRPMXB
<1-5,D,R> [goto HHIGROUP]
<6>
[goto OTHINTYP]
<1,2,D,R>
<3,4>
[goto HHIGROUP]
[goto HHIPRDED]
[goto HHIMORE]
<1,2,D,R> [goto HHIRPMXB]
<1-99999> [IF (HHICODE = 1 and HHIRPMXB lt 5 or gt
560) OR (HHICODE = 2 and HHIRPMXB lt 5 or gt 800) OR
Page 178 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
(HHICODE = 3 and HHIRPMXB lt 5 or gt 1507) OR
(HHICODE = 4 and HHIRPMXB lt 5 or gt 1200) then goto
ERR1_HHIRPMXB ]
[ELSE goto HHIRPMPD]
14
HHIRPMPD
HHIRPMPD
What period of time is covered by the regular payment?
14
PTIMEOTH
PTIMEOTH
1. Week
2. 2 weeks
3. Month
4. Quarter
5. 6 months
6. Year
7. Other - Specify
Specify:
14
HHICPMTB
HHICPMTB
Since the first of ^REF_MONTH were any payments made on this policy?
HHIRPMTB
1. Yes
2. No
Was each payment in the amount of ^HHIRPMTB?
14
HHIRPMTB
14
HHIQPMTB
HHIQPMTB
1. Yes
2. No
How many payments were made?
14
HHIIRGXB
HHIIRGXB
What was the total expense paid for this policy since ^REF_MONTH?
14
HHICMXXB
HHICMXXB
How much was paid this month?
[goto HHIRPMPD]
<1-6,D,R> [goto HHICPMTB]
<7>
[goto PTIMEOTH]
<30 characters>
[goto HHICPMTB]
<1>
[goto HHIRPMTB]
<2,D,R> [goto HHIMORE]
<1>
[goto HHIQPMTB]
<2,D,R> [goto HHIIRGXB]
<1-15, D,R> [goto HHICMXXB]
<1-99999> [IF HHIIRGXB lt 15 or gt 1659 goto
ERR1_HHIIRGXB]
[ELSE goto HHICMXXB]
[goto HHICMXXB]
<0-99999> [IF (HHICODE = 1 and HHICMXXB lt 6 or gt 488)
OR (HHICODE = 2 and HHICMXXB lt 5 or gt 597)
OR (HHICODE = 3 and HHICMXXB lt 8 or gt 525) OR
(HHICODE = 4 and HHICMXXB lt 5 or gt 316) then goto
ERR1_HHICMXXB)]
[ELSE goto HHIMORE]
Page 179 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
14
HHIMORE
HHIMORE
Did you have any other hospitalization or health insurance plans?
Skip Instructions
[goto HHIMORE]
<1> [IF ROW number = 12, goto ERR_MAX]
[ELSE goto ITEM, next line of grid]
<2,D,R> [goto ITEM, next line of grid]
14
CHGHHMCR
CHGHHMCR
1. Yes
2. No
Last time you said that (HHMCROV from last quarter) (CU member was/CU members were) enrolled in
Medicare. Has the number of household members enrolled in Medicare changed?
<1>
[goto HHMCRCOV]
<2,D,R> [IF 8500.HHPARTD = 1 goto BUPDATEDP block]
[ELSE goto RETPARTD]
14
HHMCRENR
HHMCRENR
1. Yes
2. No
Are ^YOU_ANYMEM presently enrolled in Medicare?
Medicare is the Federal Health Insurance Plan.
<1>
<2,D,R>
14
HHMCRCOV
HHMCRCOV
1. Yes
2. No
How many members of your household are covered by Medicare?
If this is a single person household, enter 1 without asking the question.
14
STILDRUG
STILDRUG
Is ^NAME still enrolled in a Medicare Prescription Drug plan?
Enter 'YES' if the member changed to a different Medicare Prescription Drug plan.
14
PREMCHG
PREMCHG
1. Yes
2. No
Is ^NAME's premium still (the same/$(DRGPREMX) )?
1. Yes
2. No
[goto HHMCRCOV]
[IF 8500.MDCDENR = 1 goto CHGMDCDE]
[ELSE goto MDCDENR]
<0-30> [IF HHMCRCOV gt number of CU members, goto
HHMCRCOV_CK)
[ELSEIF INTNMBR = 2 OR new CU, goto
HHPARTD]
[ELSEIF INTNMBR = 3-5 and not a new CU AND
8500.HHPARTD = 1, goto BUPDATEDP block]
[ELSE goto RETPARTD]
<1> [goto PREMCHG]
<2,D,R> [goto next member on 14C_UPDATE]
[IF no more members AND there exist values of
MEMBNO that do not match any value of
8500.PRTDMBNO, goto RETPARTD;
[ELSEIF 8500.MDCDENR ne 1, goto MDCDENR]
[ELSE goto CHGMDCDE]
<1,D,R> [goto STILDRUG for next member]
[IF no more members AND there exist values of
MEMBNO that do not match any value of
8500.PRTDMBNO, goto RETPARTD]
[ELSEIF 8500.MDCDENR ne 1, goto MDCDENR]
[ELSE goto CHGMDCDE]
Page 180 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
14
PREMCHGX
PREMCHGX
What is ^NAME 's current premium amount for the Medicare Prescription Drug Plan?
14
RETPARTD
RETPARTD
Are ^YOU_ANYMEM presently enrolled in a Medicare Prescription Drug plan since the first
of ^REF_MONTH?
Skip Instructions
<2>
[goto PREMCHGX]
<0-999,D,R> [IF PREMCHGX lt 20 or gt 100 goto
ERR1_PREMCHGX]
[ELSE goto STILDRUG for next member]
[IF no more members AND there exist values of
MEMBNO that do not match any value of
8500.PRTDMBNO, goto RETPARTD]
[ELSEIF 8500.MDCDENR ne 1, goto
MDCDENR]
[ELSE goto CHGMDCDE]
<1>
[goto DRUGPLAN]
<2,D,R> [IF 8500.MDCDENR = 1, goto CHGMDCDE]
[ELSEIF 8500.MDCDENR ne 1, goto MDCDENR]
The Medicare Prescription Drug plan is also known as Medicare Part D, which is the plan that began enrollment in
November 2005.
14
HHPARTD
HHPARTD
1. Yes
2. No
Are ^YOU_ANYMEM presently enrolled in a Medicare Prescription Drug plan?
<1>
<2,D,R>
[goto DRUGPLAN]
[goto MDCDENR]
The Medicare Prescription Drug plan is also known as Medicare Part D, which is the plan that began
enrollment in November 2005.
DRUGPLAN
DRUGPLAN
1. Yes
2. No
Who ^ENROLLED in a Medicare Prescription Drug plan?
Enter line numbers for all that apply, separate with commas.
If this is a single person household, enter “1” without asking the question
In what month and year did ^NAMEYOU enroll in the prescription drug plan?
14
ENROLLMO
ENROLLMO
14
ENROLLYR
ENROLLYR
14
DRGPREMX
DRGPREMX
Enter month of enrollment
Enter year of enrollment
What is the monthly premium for ^NAMESYOUR Medicare Prescription Drug plan?
Do not include any monthly co-payments paid by the household.
<1-30>
[goto BNEWDP block]
[goto MDCDENR]
<1-12,D,R>
[goto ENROLLYR]
<2005 - 9000,D,R> [goto DRGPREMX]
<1-999> [IF DRGPREMX lt 20 or gt 100 gt
ERR1_DRGPREMX]
[ELSE goto HHDRGSS]
Page 181 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
14
HHDRGSS
HHDRGSS
Is the monthly premium deducted from a Social Security payment?
14
CHGMDCDE
14
MDCDENR
CHGMDCDE
MDCDENR
1. Yes
2. No
Are ^YOU_ANYMEM enrolled in Medicaid?
1. Yes
2. No
^MDCDCOV covered by Medicaid?
14
MDCDCOV
MDCDCOV
14
STILLOTH
STILLOTH
14
OTHPLAN
15
S15A_INTRO
1. Yes
2. No
Last time you said that (Amount in 8500.MDCDCOV) ^MEMBARE enrolled in Medicaid.
Has the number of members enrolled in Medicaid changed?
OTHPLAN
S15A_INTRO
Are any members of your household still covered by a plan other than
Medicare or Medicaid TRICARE, CHAMPUS, or military health
care?
1. Yes
2. No
Are ^YOU_ANYMEM covered by any plan other than Medicare or Medicaid which provides free health care
such as TRICARE, CHAMPUS or military health care?
1. Yes
2. No
33 - 35
Skip Instructions
<0,D,R> [goto HHDRGSS]
<1,2,D,R> [goto ENROLLMO for the next line number
entered in DRUGPLAN,
[IF no more line numbers AND 8500.MDCDENR
ne 1 goto MDCDENR]
[ELSE goto CHGMDCDE]
<1>
<2,D,R>
[goto MDCDCOV]
[IF 8500.OTHPLAN = 1 goto STILLOTH]
[ELSE goto OTHPLAN]
<1>
[goto MDCDCOV]
<2,D,R> [IF 8500.OTHPLAN = 1 goto STILLOTH]
[ELSE goto OTHPLAN]
<0-30> [IF MDCDCOV gt the number of CU members goto
CK_MDCDCOV]
[ELSEIF 8500.OTHPLAN = 1 goto STILLOTH]
[ELSE goto OTHPLAN]
<1,2,D,R> [goto S14C_END]
<1,2,D,R>
[goto S14C_END]
<1> [goto BSect15.BTABLEA.BROW.ITEM]
Now I am going to ask some questions about medical payments and reimbursements. I will begin with your
payments.
Page 182 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
By payments I mean any expenses paid by any members of your household directly to a medical provider by
cash, check, credit card, or automatically deducted from your account for a medical service or item. Include
all payments, even those for persons who are outside of your household.
Description Amount Month
(MEDPDESC) (MEDPMTX) (MEDPMTMO)
15
MDB_ITEM
ITEM
1. Enter 1 to Continue
SCREEN 1-------------------------------------------------------------33 - 35 ? [F1]
Since the first of ^REF_MONTH, have ^YOU_ANYMEM made any payments for the following?
<1-17> [goto DESCRIPTION]
<95>
[goto next ROW]
<99>
[goto S15A_END]
<888> [goto ITEM - next line of grid]
[If no more grid lines goto S15A_END]
Read each item on list
SCREEN 2 ------------------------------------------------------------------------Have ^YOU_ANYMEM made any payments for -Read each item on list
SCREEN 3 ------------------------------------------------------------------------------Have ^YOU_ANYMEM made any payments for -Read each item on list
1. Eye examinations, treatment, or surgery
2. Purchase of eye glasses or contact lenses
3. Dental care
4. Hospital room or hospital services
5. Services by medical professionals other than physicians
6. Physician services
7. Lab tests or x-rays
8. Care in convalescent or nursing homes
9. Care for invalids, convalescents, handicapped, or elderly persons in the home
10. Adult day care centers
11. Other medical care and services
12. Hearing aids
13. Prescription drugs
14. Rental of supportive or convalescent equipment
15. Purchase of supportive or convalescent equipment
16. Rental of medical or surgical equipment for general use
Page 183 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
15
Tag Name
MEDPDESC
Variable Name
Question Text
Skip Instructions
DESCRIPTION
17. Purchase of medical or surgical equipment for general use
95. Continue List
99. None/No more entries
888. Delete a line
Ask if not apparent
<30 characters> [goto MEDPGFTC]
Describe the care/service/item.
15
MEDPGFTC
MEDPGFTC
Description Amount Month
(MEDPDESC) (MEDPMTX) (MEDPMTMO)
Ask if not apparent
<1,2,D,R> [goto MONTH]
^WasWere the (description) for a member of your household or someone outside of your household?
Description Amount Month
(MEDPDESC) (MEDPMTX) (MEDPMTMO)
15
MEDPMTMO
MONTH
1. Household member
2. Non-household member
In what month was(were) the payment(s) made?
( * Enter 13 for same amount each month of the reference period.)
Description Amount Month
(MEDPDESC) (MEDPMTX) (MEDPMTMO)
15
MEDPMTX
AMOUNT
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
13. ^S15_13Option
(What was the total amount paid in ^MONTH?/ What was the total amount paid?/ What is your monthly
expense?)
Description Amount
Month
[if (MONTH is not within
the reference period) then goto ERR3_MONTH]
[else goto AMOUNT]
<13,D,R>
[goto AMOUNT]
<1-999999> [If [(MEDPCARY = 110 and AMOUNT lt 5 or gt
2000) or (MEDPCARY = 120 and AMOUNT lt 10 or gt 450)
OR (MEDPCARY = 200 and AMOUNT lt 6 or gt 1400) OR
(MEDPCARY = 330 and AMOUNT lt 5 or gt 5000) OR
Page 184 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
(MEDPDESC)
Skip Instructions
(MEDPMTX) (MEDPMTMO)
MEDPCB_S
C
Enter 'C' for a combined expense
MEDPCMB
COMBCODE
33-35
? [F1]
(MEDPCARY = 410 and AMOUNT lt 5 or gt 800) OR
(MEDPCARY = 420 and AMOUNT lt 5 or gt 379) OR
(MEDPCARY = 510 and AMOUNT lt 5 or gt 800) OR
(MEDPCARY = 520 and AMOUNT lt 15 or gt 8000) OR
(MEDPCARY = 530 and AMOUNT lt 5 or gt 650) OR
(MEDPCARY = 610 and AMOUNT lt 5 or gt 5000) OR
(MEDPCARY = 620 and AMOUNT lt 5 or gt 333) OR
(MEDPCARY = 630 and AMOUNT lt 6 or gt 300) OR
(MEDPCARY = 640 and AMOUNT lt 6 or gt 1350) OR
(MEDPCARY = 650 and AMOUNT lt 5 or gt 500) OR
(MEDPCARY = 660 and AMOUNT lt 5 or gt 365) OR
(MEDPCARY = 700 and AMOUNT lt 20 or gt 10,700)or
(MEDPCARY = 710 and AMOUNT lt 5 or gt 1200) ] AND
(MONTH ne 13) then goto ERR1_AMOUNT]
[IF MEDPCARY and AMOUNT for this record =
data on the prechart/input then goto ERR_DUP]
[ELSE goto MEDPCB_S]
[goto MEDPCB_S]
[goto COMBCODE]
[goto MORE]
[if anything other than 'C' or blank is entered goto CK_C]
<1-17,77>
[goto MORE]
What is (description) combined with?
Enter all that apply, separate with commas
Description Amount Month
(MEDPDESC) (MEDPMTX) (MEDPMTMO)
1. Eye examinations, treatments, or surgery
2. Purchase of eye glasses or contact lenses
3. Dental care
4. Hospital room or hospital services
5. Services by medical professionals other than physicians
6. Physician services
7. Lab tests or x-rays
8. Care in convalescent or nursing homes
9. Care for invalids, convalescents, handicapped, or elderly persons in the home
10. Adult day care centers
11. Other medical care and services
12. Hearing aids
13. Prescription drugs
Page 185 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
15
Tag Name
MEDPMORE
Variable Name
Question Text
Skip Instructions
MORE
14. Rental of supportive or convalescent equipment
15. Purchase of supportive or convalescent equipment
16. Rental of medical or surgical equipment for general use
17. Purchase of medical or surgical equipment for general use
77. Misc. combined (unable to specify/DK)
Did ^YOU_ANYMEM make any other payments for (description)?
<1>
Description Amount Month
(MEDPDESC) (MEDPMTX) (MEDPMTMO)
15
S15B_INTRO
S15B_INTRO
1. Yes
2. No
33 - 35
[IF ROW number = 40, goto ERR_MAX]
[ELSE goto ITEM, next line on the grid]
<2,D,R> [goto ITEM, next line on the grid]
<1>
[goto ITEM]
Now I am going to ask some questions about your reimbursements.
By reimbursements I mean any money received for any members of your household from an insurance
company, medical care provider or non-household member for medical expenses which you previously paid
or will pay.
Do not include reimbursements from a flexible spending account or Medical Savings Account.
Description Amount Month
(MEDRDESC) (MEDRMBX) (MEDRMBMO)
15
MDC_ITEM
ITEM
1. Enter 1 to Continue
SCREEN 1 --------------------------------------------------------------------------------------33 -35
? [F1]
Since the first of ^REF_MONTH, have ^YOU_ANYMEM received any medical reimbursements for the items I
just asked about?
<1-15> [goto DESCRIPTION]
<95>
[goto next ROW]
<99>
[goto S15B_END]
<888>
[goto ITEM - next line of grid]
[If no more grid lines goto S15B_END]
IF YES - What did you get reimbursed for?
Read each item on list
SCREEN 2 ---------------------------------------------------------------------------------------Have you received any reimbursements for -Read each item on list
Page 186 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
Tag Name
Variable Name
Question Text
Skip Instructions
SCREEN 3 ----------------------------------------------------------------------------------------Have you received any reimbursements for -Read each item on list
15
MEDRDESC
DESCRIPTION
1. Eye examinations, treatment, or surgery
2. Purchase of eye glasses or contact lenses
3. Dental care
4. Hospital room or hospital services
5. Services by medical professionals other than physicians
6. Physician services
7. Lab tests or x-rays
8. Care in convalescent or nursing homes
9. Care for invalids, convalescents, handicapped, or elderly persons in the home
10. Adult day care centers
11. Other medical care and services
12. Hearing aids
13. Prescription drugs
14. Rental of supportive or convalescent equipment
15. Purchase of supportive or convalescent equipment
16. Rental of medical or surgical equipment for general use
17. Purchase of medical or surgical equipment for general use
95. Continue List
99. None/No more entries
888. Delete a line
Ask if not apparent
<30 characters> [goto MEDRGFTC]
Describe the care/service/item.
15
MEDRGFTC
MEDRGFTC
Description Amount Month
(MEDRDESC) (MEDRMBX) (MEDRMBMO)
Ask if not apparent
<1,2,D,R> [goto MONTH]
(Were/Was) the (description) for a member of your household or someone outside of your household?
Description Amount Month
(MEDRDESC) (MEDRMBX) (MEDRMBMO)
Page 187 of 279
Consumer Expenditure Quarterly Survey 2011 Items Booklet
Section
15
Tag Name
MEDRMBMO
Variable Name
Question Text
MONTH
1. Household member
2. Non-household member
In what month was(were) the reimbursement(s) received?
Description Amount Month
(MEDRDESC) (MEDRMBX) (MEDRMBMO)
Skip Instructions
[if entry not within the
reference period then goto ERR3_MONTH]
[ELSE goto AMOUNT