Form CEQ Requirement Sp CEQ Requirement Sp Attachment A - CEQ 2013 instrument requirements

The Consumer Expenditure Surveys: The Quarterly Interview and the Diary

Attachment A - CEQ 2013 instrument requirements

Quarterly Interview

OMB: 1220-0050

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CEQ 2013 CAPI Instrument Requirements


Consumer Expenditure Quarterly Interview Survey 2013 Instrument Requirements

Front changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

FRONT

PHONENUMBER2

Update skip instructions due to new question for contact email address

* Ask or verify, if necessary.

Do you have another phone number where I can reach you?

* Enter phone number or 0 for None

Skip instructions:

Exit block and go to BCOVERAGE

* Ask or verify, if necessary.

Do you have another phone number where I can reach you?

* Enter phone number or 0 for None

Skip instructions:

Exit block and go to EMAILADDRESS

FRONT

EMAILADDRESS

New question for contact email address

N/A

* Ask or verify, if necessary.

Can I have your email address?

* Enter E-Mail or press ENTER for None/Same

Skip instructions:

Go to BCOVERAGE



Control Card changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Change

Control Card

HHRESP

Update skip instructions for HHRESP due to replacing MCHILD, MAWAY, MLODGE, and MELSE with single question MLIVE

* Ask if necessary

With whom am I speaking?

Enter line number

Value/skip instructions:

<1-30, 95> if HHRESP gt NROSIZE, go to CK_HHRESP; else if (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) go to CK_HHRESP2; else if ((INTNMBR = 1 or NEWCU = 1) and NEWUNIT ne 5) or REPLACE = 1, go to MCHILD;

else go to NEWLIV

* Ask if necessary

With whom am I speaking?

Enter line number

Value/skip instructions:

<1-30, 95> if HHRESP gt NROSIZE, go to CK_HHRESP; else if (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) go to CK_HHRESP2; else if ((INTNMBR = 1 or NEWCU = 1) and NEWUNIT ne 5) or REPLACE = 1, go to MLIVE;

else go to NEWLIV

Control Card

MCHILD

Replace MCHILD, MAWAY, MLODGE, and MELSE with single question MLIVE

I have listed …

* Read names

Have I missed any babies or small children?

^PERSTATFILL

  1. Yes

  2. No

Skip instructions:

<1> go to back to where FNAME=999

<2, D, R> go to MAWAY

Delete question.

Control Card

MAWAY

Replace MCHILD, MAWAY, MLODGE, and MELSE with single question MLIVE

Have I missed anyone who usually lives here but is away now – traveling, at school, or in a hospital?

^PERSTATFILL

  1. Yes

  2. No

Skip instructions:

<1> go to back to where FNAME=999

<2, D, R> go to MLODGE

Delete question.

Control Card

MLODGE

Replace MCHILD, MAWAY, MLODGE, and MELSE with single question MLIVE

Have I missed any lodgers, boarders, or persons you employ who live here?

^PERSTATFILL

  1. Yes

  2. No

Skip instructions:

<1> go to back to where FNAME=999

<2, D, R> go to MELSE

Delete question.

Control Card

MELSE

Replace MCHILD, MAWAY, MLODGE, and MELSE with single question MLIVE

Have I missed anyone else staying here?

^PERSTATFILL

  1. Yes

  2. No

<1> go to back to where FNAME=999

<2, D, R> go to CK_SUBFAMILY

Delete question.

Control Card

MLIVE

Replace MCHILD, MAWAY, MLODGE, and MELSE with single question MLIVE

N/A – new question.

So I have listed ^PERNUM [people/person] living or staying here now.

^PERSTATFILL

Is there anyone else living or staying here now – any babies, small children, non-relatives, or anyone else?

* Please verify that the information on this screen is correct.

PERSTATFILL instructions:

Fill line number and name of all “active” persons. If PERSTAT=7 and MEMBSTAT ne 1 then display “(D)” at the end of the person’s name. If PERSTAT=8 then do not display the person’s name.

PERNUM instructions:

Calculate the number of all “active” persons and display that number.

Skip instructions:

<1> go to back to where FNAME=999>

<2, D, R> go to CK_SUBFAMILY

Control Card

EDUCA

Collapse education level item codes to match how we use/publish them.

What is the highest level of school ^NamehasYou completed or the highest degree ^NameasYou received?

  1. Never attended, preschool, kindergarten

  2. 1st grade

  3. 2nd grade

  4. 3rd grade

  5. 4th grade

  6. 5th grade

  7. 6th grade

  8. 7th grade

  9. 8th grade

  10. 9th grade

  11. 10th grade

  12. 11th grade

  1. 12th grade NO DIPLOMA

  2. HIGH SCHOOL GRADUATE – high school DIPLOMA, or the equivalent

  3. Some college but no degree

  4. Associate degree in college – Occupational program

  5. Associate degree in college – Academic program

  6. Bachelor’s degree (Example: BA, AB, BS)

  7. Master’s degree (Example: MA, MS, MEng, MSW, MBA)

  8. Professional School Degree (Example: MD, DDS, DVM, LLB, JD)

  9. Doctorate degree (Example: PhD, EdD)

Skip instructions:

<00-11, 38, D, R> if AGE =16-65 OR AGERNG = 8 or 9, go to ARM_FORC;

Else go to BIRTH_MO for next member;

<39-46> go to IN_COLL

What is the highest level of school ^NamehasYou completed or the highest degree ^NameasYou received?

  1. No schooling completed, or less than 1 year

  2. Nursery, kindergarten, and elementary (grades 1-8)

  3. High school (grades 9-12, no degree)

  4. High school graduate – high school diploma or the equivalent (GED)

  5. Some college but no degree

  6. Associate’s degree in college

  7. Bachelor’s degree (BA, AB, BS, etc.)

  8. Master’s, professional, or doctorate degree (MA, MS, MBA, MD, JD, PhD, etc.)

Skip instructions:

<1-3, D, R> if AGE = 16-65 or AGERNG = 8 or 9, go to ARM_FORC

Else go to AGE1 for next member

<4-8> go to IN_COLL

Control Card

CE_INTRO

  • Delete the shipping and handling paragraph in CE_INTRO.

  • Skip ST_HOUS for cases where HUTYPE=9 and set ST_HOUS=1 in either Phase 2 or post-processing (TBD)

  • Skip BUILDING question for college dorms (HUTYPE=9) Set BUILDING=10 for HUTYPE=9 in either Phase 2 or post processing (TBD).

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.

Most of the 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 ^Month3months, 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 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

Skip instructions:

<1> go to Section 1

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.

Most of the 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 ^Month3months, 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.

  1. Enter 1 to continue

Skip instructions:

<1> if HUTYPE=9 go to Section 2 else go to Section 1



Section 01B changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

01B

PUBLHOUS

Move PUBLHOUS and GOVTCOST questions from Section 1 to beginning of Section 2 after OWNED (for No, DK, and Ref responses)

* Ask if not apparent

Is this house in a public housing project, that is, is it owned by a local housing authority or other local public agency?

  1. Yes

  2. No

Skip instructions:

<1> go to ST_HOUS

<2, D, R> go to GOVTCOST

Delete question (move to section 2)

01B

GOVTCOST

Move PUBLHOUS and GOVTCOST questions from Section 1 to beginning of Section 2 after OWNED (for No, DK, and Ref responses)

Are your housing costs lower because the Federal, State, or local government is paying part of the cost?

  1. Yes

  2. No

Skip instructions:

<1-2, D, R> go to ST_HOUS

Delete question (move to section 2)

01B

ST_HOUS

  • Skip BUILDING question for college dorms, mobile homes, and single detached houses. BUILDING for these housing types can be set in either Phase 2 or post processing (TBD) based on the responses to HUTYPE and UNISTRQ (Change skip instructions for ST_HOUS):

    • if HUTYPE=9, set BUILDING=10

    • if UNISTRQ=2, set BUILDING=9

    • if UNISTRQ=3, set BUILDING=1

  • Skip ST_HOUS for cases where HUTYPE=9 and set ST_HOUS in either Phase 2 or post-processing (TBD)

* Ask if not apparent

Are these living quarters presently used as student housing by a college or university?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to BUILDING

Ask if HUTYPE (from Coverage) ne 9:

* Ask if not apparent

Are these living quarters presently used as student housing by a college or university?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> if UNISTRQ= 2 or 3, go to ROOMSQ;

Else go to BUILDING

01B

HLFBATHQ

Update skip instructions due to deleting HEATFUEL, HEATOTH, WATERHT, WATOTH, COOKING, COOKOTH. This (HLFBATHQ) will now be the last question in Section 1B.

How many HALF bathrooms are there in this unit?

* A half bathroom has at least a toilet or bathtub or shower, but does not have all the facilities of a complete bathroom.

Value/skip instructions:

<0-9, D, R> go to HEATFUEL

How many HALF bathrooms are there in this unit?

* A half bathroom has at least a toilet or bathtub or shower, but does not have all the facilities of a complete bathroom.

Value/skip instructions:

<0-9, D, R> go to Section 2

01B

HEATFUEL

Delete question.

What fuel is used most for –

Heating this unit?

  1. Gas (underground piping)

  2. Electricity

  3. Fuel oil

  4. Other – Specify

  5. No Fuel Used

Skip instructions:

<1-3, 5, D, R> go to WATERHT

<4> go to HEATOTH

Delete question.

01B

HEATOTH

Delete question.

* Specify:

Value/skip instructions:

<30 characters> go to WATERHT

Delete question.

01B

WATERHT

Delete question.

What fuel is used most for –

Heating water in this unit?

  1. Gas (underground piping)

  2. Electricity

  3. Fuel Oil

  4. Other – specify

  5. No Fuel Used

Skip instructions:

<1-3, 5, D, R> go to COOKING

<4> go to WATOTH

Delete question.

01B

WATOTH

Delete question.

* Specify:

Value/skip instructions:

<30 characters> go to COOKING

Delete question.

01B

COOKING

Delete question.

What fuel is used most for –

Cooking?

  1. Gas (underground piping)

  2. Electricity

  3. Fuel Oil

  4. Other – specify

  5. No Fuel Used

Skip instructions:

<1-3, 5, D, R> go to UNITFEAT

<4> go to COOKOTH

Delete question.

01B

COOKOTH

Delete question.

* Specify:

Value/skip instructions:

<30 characters> go to UNITFEAT

Delete question.

01B

UNITFEAT

Move UNITFEAT from Section 01B to a new block of questions for owned units in Section 02.

Does this unit have any of the following?

* Enter all that apply, separate with commas

  1. None

  2. Swimming pool

  3. Off street parking

  4. Porch, terrace, patio, or balcony

  5. Apartment or guest house

  6. Central air conditioning

  7. Window air conditioning

  1. Don’t know

Skip instructions:

<0-6, 77, R> if 0 is selected with other values, go to CK_UNITFEAT

Else go to YRBUILT

Delete question from 01B/move to Section 02 for owned units.

01B

YRBUILT

Move YRBUILT from Section 01B to a new block of questions for owned units in Section 02.

About when was this building originally built?

* Do not consider later remodeling

* Probe for best estimate

Value/skip instructions:

<1700-9999, D, R> go to Section 3

Delete question from 01B/move to Section 02 for owned units.



Section 01C changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

01C

COOKOVN

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in.

How many cooking stoves, ranges, or ovens ^DODOES ^YOU_YRCU have?

* Enter 0 for none

Value/skip instructions:

<0, D, R> go to MIC_OVEN

<1-5> go to B_S1C.INCLHOME

<6-99> go to ERR1_COOKOVN

Delete question

01C

MIC_OVEN

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in.

How many microwave ovens ^DODOES ^YOU_YRCU have?

* Enter 0 for none

Value/skip instructions:

<0, D, R> go to REFRFREZ

<1-5> go to B_S1C.INCLHOME

<6-99> go to ERR1_MIC_OVEN

Delete question.

01C

REFRFREZ

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in.

How many refrigerators and home freezers ^DODOES ^YOU_YRCU have?

* Enter 0 for none

Value/skip instructions:

<0, D, R> go to BLTNDISH

<1-5> go to B_S1C.INCLHOME

<6-99> go to ERR1_REFRFREZ

Delete question.

01C

BLTNDISH

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in.

How many built-in dishwashers ^DODOES ^YOU_YRCU have?

* Enter 0 for none

Value/skip instructions:

<0, D, R> go to PORTDISH

<1-5> go to B_S1C.INCLHOME

<6-99> go to ERR1_BLTNDISH

Delete question.

01C

PORTDISH

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in.

How many portable dishwashers ^DODOES ^YOU_YRCU have?

* Enter 0 for none

Value/skip instructions:

<0, D, R> go to GARBDISP

<1-5> go to B_S1C.INCLHOME

<6-99> go to ERR1_PORTDISH

Delete question.

01C

GARB DISP

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in.

How many garbage disposals ^DODOES ^YOU_YRCU have?

* Enter 0 for none

Value/skip instructions:

<0, D, R> go to CLWASHER

<1-5> go to B_S1C.INCLHOME

<6-99> go to ERR1_ GARBDISP

Delete question.

01C

CLWASHER

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in.

How many clothes washers ^DODOES ^YOU_YRCU have?

* Enter 0 for none

Value/skip instructions:

<0, D, R> go to CLDRYER

<1-5> go to B_S1C.INCLHOME

<6-99> go to ERR1_ CLWASHER

Delete question.

01C

CLDRYER

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in.

How many clothes dryers ^DODOES ^YOU_YRCU have?

* Enter 0 for none

Value/skip instructions:

<0, D, R> go to CLRTV

<1-5> go to B_S1C.INCLHOME

<6-99> go to ERR1_ CLDRYER

Delete question.

01C

CLRTV

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in.

How many televisions ^DODOES ^YOU_YRCU have?

* Enter 0 for none

Value/skip instructions:

<0, D, R> go to HM_COMP

<1-5> go to B_S1C.INCLHOME

<6-99> go to ERR1_ CLRTV

Delete question.

01C

HM_COMP

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in.

How many home computers ^DODOES ^YOU_YRCU have?

* Enter 0 for none

Value/skip instructions:

<0, D, R> go to SND_SYS

<1-5> go to B_S1C.INCLHOME

<6-99> go to ERR1_ HM_COMP

Delete question.

01C

SND_SYS

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in.

How many stereo or sound systems ^DODOES ^YOU_YRCU have?

* Enter 0 for none

Value/skip instructions:

<0, D, R> go to VIDEO_EQ

<1-5> go to B_S1C.INCLHOME

<6-99> go to ERR1_SND_SYS

Delete question.

01C

VIDEO_EQ

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in.

How many VCR’s, DVD players, or digital video recorders ^DODOES ^YOU_YRCU have?

* Enter 0 for none

Value/skip instructions:

<0, D, R> go to S1C_END

<1-5> go to B_S1C.INCLHOME

<6-99> go to ERR1_VIDEO_EQ

Delete question.

01C

INCLHOME

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in.

^WASWERE included in the home when you moved in?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to next question on grid

If no more screeners, go to S1C_END

Delete question.



Section 02 changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

02

S2_CHK

Update skip instructions due to skipping/setting ST_HOUS for HUTYPE=9

Skip instructions:

If ST_HOUS (from Section 1B) = 1 OR 8500.ST_HOUS=1, go to MORERENT.

If INTNMBR=2-5 and there is a record with 8500.OWNYB=100 and 8500.OPB_STAT=1 go to S3_INTRO.

If INTNMBR=2-5 and (there is no 8500.OWNYB=100 with 5800.OPB_STAT=1) and 8500.SectComp23=1 AND (8500.ST_HOUS is not 1), go to STLRENT.

All others go to OWNED.

Skip instructions:

If ST_HOUS (from Section 1B) = 1 or HUTYPE=9 (from Coverage) OR 8500.ST_HOUS=1 or 8500.HUTYPE=9, go to MORERENT.

If INTNMBR=2-5 and there is a record with 8500.OWNYB=100 and 8500.OPB_STAT=1 go to S3_INTRO.

If INTNMBR=2-5 and (there is no 8500.OWNYB=100 with 5800.OPB_STAT=1) and 8500.SectComp23=1 AND (8500.ST_HOUS is not 1), go to STLRENT.

All others go to OWNED.

02

STLRENT

Update skip instructions for option 3 (buying sample unit) to go to UNITFEAT and YRBUILT before going to Section 3

Last time ^YOU_YRCU reported renting these living quarters. Do you still rent?

  1. Yes

  2. No

  3. No – Buying the sample unit

Skip instructions:

<1, D, R> go to RENTED

<2> go to RTASPAY

<3> go to Section 3

Last time ^YOU_YRCU reported renting these living quarters. Do you still rent?

  1. Yes

  2. No

  3. No – Buying the sample unit

Skip instructions:

<1, D, R> go to RENTED

<2> go to RTASPAY

<3> go to UNITFEAT

02

OWNED

  • Move UNITFEAT from Section 01B to a new block of questions for owned units in Section 02. (Change skip instructions for OWNED)

  • Move PUBLHOUS and GOVTCOST questions from Section 1 to beginning of Section 2 after OWNED (for No, DK, and Ref responses) (change skip instructions for OWNED)

Do you own this home?

* Include households with mortgages as owners.

  1. Yes

  2. No

Skip instructions:

<1> go to Section 3

<2, D, R> go to RENTED

Do you own this home?

* Include households with mortgages as owners.

  1. Yes

  2. No

Skip instructions:

<1> if INTNMBR=1 OR (NEWCU=1 and 8500.UNITFEAT flag blank/not complete) go to UNITFEAT

else if INTNMBR=1 OR (NEWCU=1 and 8500.YRBUILT flag blank/not complete) go to YRBUILT

else go to Section 3

<2, D, R> go to PUBLHOUS

02

UNITFEAT

  • Move UNITFEAT from Section 01B to a new block of questions for owned units in Section 02.

  • Replace “unit” with “home” in question wording

  • (These moved questions should function similarly to how they are asked currently in Section 1 – only asked of 1st interviews or new CUs (or if they haven’t been asked previously) )

N/A

Does this home have any of the following?

* Enter all that apply, separate with commas

  1. None

  2. Swimming pool

  3. Off street parking

  4. Porch, terrace, patio, or balcony

  5. Apartment or guest house

  6. Central air conditioning

  7. Window air conditioning

  1. Don’t know

Skip instructions:

<0-6, 77, R> go to YRBUILT

02

YRBUILT

Move YRBUILT from Section 01B to a new block of questions for owned units in Section 02.

(These moved questions should function similarly to how they are asked currently in Section 1 – only asked of 1st interviews or new CUs (or if they haven’t been asked previously))

N/A

About when was this building originally built?

* Do not consider later remodeling

* Probe for best estimate

Value/skip instructions:

<1700-9999, D, R> go to Section 3

02

PUBLHOUS

  • Move PUBLHOUS and GOVTCOST questions from Section 1 to beginning of Section 2 after OWNED (for No, DK, and Ref responses)

  • Skip instructions to go to INCLSTOV for 1st interviews/new CUs or GOV

  • (These moved questions should function similarly to how they are asked currently in Section 1 – only asked of 1st interviews or new CUs (or if they haven’t been asked previously))

N/A

* Ask if not apparent

Is this house in a public housing project, that is, is it owned by a local housing authority or other local public agency?

  1. Yes

  2. No

Skip instructions:

<1> if INTNMBR=1 OR (NEWCU=1 and 8500.INCLDRYR flag blank/not complete) go to INCLSTOV else go to RENTED

<2, D, R> go to GOVTCOST

02

GOVTCOST

  • Move PUBLHOUS and GOVTCOST questions from Section 1 to beginning of Section 2 after OWNED (for No, DK, and Ref responses)

  • (These moved questions should function similarly to how they are asked currently in Section 1 – only asked of 1st interviews or new CUs (or if they haven’t been asked previously))

N/A

Are your housing costs lower because the Federal, State, or local government is paying part of the cost?

  1. Yes

  2. No

Skip instructions:

<1-2, D, R> if INTNMBR=1 OR (NEWCU=1 and 8500.INCLDRYR flag blank/not complete) go to INCLSTOV else go to RENTED

02

INCLSTOV

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in (1st interview/new CUs only).

(These moved questions should function similarly to how they are asked currently in Section 1 – only asked of 1st interviews or new CUs (or if they haven’t been asked previously) )

N/A

Were any of the following appliances included in the home when you moved in …

Cooking stove, range or oven?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to INCLFRIG

02

INCLFRIG

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in (1st interview/new CUs only).

(These moved questions should function similarly to how they are asked currently in Section 1 – only asked of 1st interviews or new CUs (or if they haven’t been asked previously) )

N/A

Were any of the following appliances included in the home when you moved in …

Refrigerator or home freezer?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to INCLBDSH

02

INCLBDSH

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in (1st interview/new CUs only).

(These moved questions should function similarly to how they are asked currently in Section 1 – only asked of 1st interviews or new CUs (or if they haven’t been asked previously) )

N/A

Were any of the following appliances included in the home when you moved in …

Built-in dishwasher?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to INCLPDSH

02

INCLPDSH

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in (1st interview/new CUs only).

(These moved questions should function similarly to how they are asked currently in Section 1 – only asked of 1st interviews or new CUs (or if they haven’t been asked previously) )

N/A

Were any of the following appliances included in the home when you moved in …

Portable dishwasher?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to INCLWSHR

02

INCLWSHR

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in (1st interview/new CUs only).

(These moved questions should function similarly to how they are asked currently in Section 1 – only asked of 1st interviews or new CUs (or if they haven’t been asked previously) )

N/A

Were any of the following appliances included in the home when you moved in …

Clothes washer?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to INCLDRYR

02

INCLDRYR

Delete section 01C. Move certain items to Section 02 to ask renters if they were included in the home when they moved in (1st interview/new CUs only).

(These moved questions should function similarly to how they are asked currently in Section 1 – only asked of 1st interviews or new CUs (or if they haven’t been asked previously) )

N/A

Were any of the following appliances included in the home when you moved in …

Clothes washer?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to RENTED



Section 03A.1 changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Change

03A.1

PCODE

  • Reword “second homes” to “other homes”

  • Reword “Commercial property for business or investment purposes only” to “Commercial real estate or farm land”

  • Reword “Residential property for business or investment purposes only” to “Homes rented out or owned only for investment purposes”

  • Delete “other property”

  • Delete “unimproved”

What kind of property(ies) is this new property or real estate?

* Enter all that apply, separate with commas

  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

Skip instructions:

<1-5> if 1 selected go to NPROP2; if 2 selected go to CK_PCODE; if 3 selected go to NPROP6, if 4 selected go to NPROP4; if 5 selected go to NPROP5

What kind of property(ies) is this new property or real estate?

* Enter all that apply, separate with commas

  1. Other homes, vacation homes, recreational properties including timeshares

  2. Commercial real estate or farm land

  3. Homes rented out or owned only for investment purposes

  4. Land with no buildings on it

Skip instructions:

<1-4> if 1 selected go to NPROP2; if 2 selected go to CK_PCODE; if 3 selected go to NPROP6, if 4 selected go to NPROP4

03A.1

CK_PCODE

Reword “Commercial property for business or investment purposes only” to “Commercial real estate or farm land”

* No further information is collected for business properties.

Press SUPPRESS to continue

Skip instructions:

<suppress> go to S3A_END

All other, go back to PCODE

* No further information is collected for commercial real estate or farm land.

Press SUPPRESS to continue

Skip instructions:

<suppress> go to S3A_END

All other, go back to PCODE

03A.1

NPROP2

  • Reword “second homes” to “other homes”

  • Delete “other property” (update skip instructions for NPROP2)

How many second homes, vacation homes or recreational properties, including timeshares?

* Exclude right-to-use timeshares, vacation clubs, or destination clubs.

Skip instructions:

<1-20> if 3 selected in PCODE, go to NPROP6; else if 4 selected in PCODE, go to NPROP4; else if 5 selected in PCODE, go to NPROP5; else go to S3A1_END

How many other homes, vacation homes, or recreational properties including timeshares?

* Exclude right-to-use timeshares, vacation clubs, or destination clubs.

Skip instructions:

<1-20> if 3 selected in PCODE, go to NPROP6; else if 4 selected in PCODE, go to NPROP4; else go to S3A1_END

03A.1

NPROP6

  • Reword “Residential property for business or investment purposes only” to “Homes rented out or owned only for investment purposes”

  • Delete “other property” (update skip instructions for NPROP6)

How many residential properties for business or investment purposes only?

Value/skip instructions:

<1-20> if 4 selected in PCODE, go to NPROP4; else if 5 selected in PCODE, go to NPROP5; else go to S3A1_END

How many homes rented out or owned only for investment purposes?

Value/skip instructions:

<1-20> if 4 selected in PCODE, go to NPROP4; else go to S3A1_END

03A.1

NPROP4

  • Delete “unimproved” from “unimproved land with no buildings on it.”

  • Delete “other property” (update skip instructions for NPROP4)

How many were unimproved land with no buildings on it?

Value/skip instructions:

<1-20> if 5 selected in PCODE, go to NPROP5; else go to S3A1_END

How many were land with no buildings on it?

Value/skip instructions:

<1-20> go to S3A1_END

03A.1

NPROP5

Delete “other property”

How many other properties?

Value/skip instructions:

<1-20> IF (Section 3A1 has been completed) and (the FR attempts to lower the entry, go to CK_NPROP5; else go to S3A1_END

Delete question.



Section 03A.2 changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Change

03A.2

BUSPROP3

Reword “Commercial property for business or investment purposes only” to “Commercial real estate or farm land”

^CU_DoDoes ^YOU_YRCU own any commercial property only for business or investment purposes?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to RESBUSPR

^CU_DoDoes ^YOU_YRCU own any commercial real estate or farm land?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to RESBUSPR

03A.2

RESBUSPR

  • Reword “Commercial property for business or investment purposes only” to “Commercial real estate or farm land”

  • Reword “Residential property for business or investment purposes only” to “Homes rented out or owned only for investment purposes”

^CommercialProperty

^CU_DoDoes ^YOU_YRCU own any residential property only for business or investment purposes?

  1. Yes

  2. No

CommercialProperty fill instructions:

If BUSPROP3=1, then fill “In the following questions, please do not include any of the commercial properties ^YOU_YRCU ^own_owns only for business or investment purposes.” Else fill blank.

Skip instructions:

<1> go to RES_NUM

<2, D, R> go to SECHOME

^CommercialProperty

^CU_DoDoes ^YOU_YRCU own any homes rented out or owned only for investment purposes?

  1. Yes

  2. No

CommercialProperty fill instructions:

If BUSPROP3=1, then fill “In the following questions, please do not include any commercial real estate or farm land ^YOU_YRCU ^own_owns.” Else fill blank.

Skip instructions:

<1> go to RES_NUM

<2, D, R> go to SECHOME

03A.2

SECHOME

Reword “second homes” to “other homes”

^FRINSTRUCTION

^PROPERTYOWNERFILL

^Dodoes_sechome ^YOU_YRCU own a second home, vacation home, or recreational property, including timeshares?

  1. Yes

  2. No

FRINSTRUCTION fill instructions:

If BUSPROP=1, fill “In the following questions, please do not include any of the properties ^You_YRCU ^own_owns only for business or investment purposes.” Else leave blank

PROPERTYOWNERFILL fill instructions:

If OWNED=2 (from section 2), fill “Other than the property you have already mentioned”. Else leave blank.

Skip instructions:

<1> go to SEC_NUM

<2, D, R> go to NOBUILD

^FRINSTRUCTION

^PROPERTYOWNERFILL

^Dodoes_sechome ^YOU_YRCU own any other homes, vacation homes, or recreational properties, including timeshares?

  1. Yes

  2. No

FRINSTRUCTION fill instructions:

If BUSPROP=1, fill “In the following questions, please do not include any of the properties ^You_YRCU ^own_owns only for business or investment purposes.” Else leave blank

PROPERTYOWNERFILL fill instructions:

If OWNED=2 (from section 2), fill “Other than the property you have already mentioned”. Else leave blank.

Skip instructions:

<1> go to SEC_NUM

<2, D, R> go to NOBUILD

03A.2

NOBUILD

  • Delete “unimproved” from “unimproved land with no buildings on it.”

  • Delete “other property” (update skip instructions for NOBUILD)

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

Skip instructions:

<1> go to BUILDNUM

<2, D, R> go to OTHREAL

Other than property you have already mentioned, ^CU_dodoes2 ^YOU_YRCU own any land without buildings on it?

  1. Yes

  2. No

Skip instructions:

<1> go to BUILDNUM

<2, D, R> go to NOLONGER

03A.2

BUILDNUM

Delete “other property” (update skip instructions for BUILDNUM)

How many?

Value/skip instructions:

<1-20, D, R> go to OTHREAL

How many?

Value/skip instructions:

<1-20, D, R> go to NOLONGER

03A.2

OTHREAL

Delete “other property”

^CU_DoDoes ^YOU_YRCU own any other real estate? Please do not include any properties owned only for business or investment purposes.

  1. Yes

  2. No

Skip instructions:

<1> go to OTHNUM

<2, D, R> go to NOLONGER

Delete question

03A.2

OTHNUM

Delete “other property”

How many?

Value/skip instructions:

<1-20, D, R> go to NOLONGER

Delete question

03A.2

P_TYPE

  • Reword “second homes” to “other homes”

  • Reword “Commercial property for business or investment purposes only” to “Commercial real estate or farm land”

  • Reword “Residential property for business or investment purposes only” to “Homes rented out or owned only for investment purposes”

  • Delete “other property”

  • Delete “unimproved”

What type of ^Propertywaswereit?

* 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

Skip instructions:

<1-6> if NUMPRPTY = D, R go to S3A2_END

If entry =1 and NUMPRPTY gt 1 go to HWMANY1

If entry =2 and NUMPRPTY gt 1 go to HWMANY2

If entry =3 and NUMPRPTY gt 1 go to HWMANY6

If entry =4 and NUMPRPTY gt 1 go to HWMANY3

If entry =5 and NUMPRPTY gt 1 go to HWMANY4

If entry =6 and NUMPRPTY gt 1 go to HWMANY5

Else go to S3A2_END

<R> go to S3A2_END

What type of ^Propertywaswereit?

* Enter all that apply, separate with commas

  1. A home in which ^YOU_YRCU used to live

  2. Commercial real estate or farm land

  3. Homes rented out or owned only for investment purposes

  4. Other homes, vacation homes, recreational properties including timeshares

  5. Land with no buildings on it

Skip instructions:

<1-5> if NUMPRPTY = D, R go to S3A2_END

If entry =1 and NUMPRPTY gt 1 go to HWMANY1

If entry =2 and NUMPRPTY gt 1 go to HWMANY2

If entry =3 and NUMPRPTY gt 1 go to HWMANY6

If entry =4 and NUMPRPTY gt 1 go to HWMANY3

If entry =5 and NUMPRPTY gt 1 go to HWMANY4

Else go to S3A2_END

<R> go to S3A2_END

03A.2

HWMANY2

Reword “Commercial property for business or investment purposes only” to “Commercial real estate or farm land”

How many commercial business or investment properties did ^YOU_YRCU dispose of since ^REF_MONTH?

Value/skip instructions:

<1-9, D, R> If entry =3 and NUMPRPTY gt 1 go to HWMANY6

If entry =4 and NUMPRPTY gt 1 go to HWMANY3

If entry =5 and NUMPRPTY gt 1 go to HWMANY4

If entry =6 and NUMPRPTY gt 1 go to HWMANY5

Else go to S3A2_CHK

How many commercial real estate or farmland properties did ^YOU_YRCU dispose of since ^REF_MONTH?

Value/skip instructions:

<1-9, D, R> If entry =3 and NUMPRPTY gt 1 go to HWMANY6

If entry =4 and NUMPRPTY gt 1 go to HWMANY3

If entry =5 and NUMPRPTY gt 1 go to HWMANY4

If entry =6 and NUMPRPTY gt 1 go to HWMANY5

Else go to S3A2_CHK

03A.2

HWMANY6

Reword “Residential property for business or investment purposes only” to “Homes rented out or owned only for investment purposes”

How many residential business or investment properties did ^YOU_YRCU dispose of since ^REF_MONTH?

Value/skip instructions:

<1-9, D, R> If entry =4 and NUMPRPTY gt 1 go to HWMANY3

If entry =5 and NUMPRPTY gt 1 go to HWMANY4

If entry =6 and NUMPRPTY gt 1 go to HWMANY5

Else go to S3A2_CHK

How many homes rented out or owned only for investment purposes did ^YOU_YRCU dispose of since ^REF_MONTH?

Value/skip instructions:

<1-9, D, R> If entry =4 and NUMPRPTY gt 1 go to HWMANY3

If entry =5 and NUMPRPTY gt 1 go to HWMANY4

If entry =6 and NUMPRPTY gt 1 go to HWMANY5

Else go to S3A2_CHK

03A.2

HWMANY3

Reword “second homes” to “other homes”

How many second homes, vacation homes, recreational properties, or timeshares did ^YOU_YRCU dispose of since ^REF_MONTH?

Value/skip instructions:

<1-9, D, R> If entry =5 and NUMPRPTY gt 1 go to HWMANY4

If entry =6 and NUMPRPTY gt 1 go to HWMANY5

Else go to S3A2_CHK

How many other homes, vacation homes, recreational properties, or timeshares did ^YOU_YRCU dispose of since ^REF_MONTH?

Value/skip instructions:

<1-9, D, R> If entry =5 and NUMPRPTY gt 1 go to HWMANY4

If entry =6 and NUMPRPTY gt 1 go to HWMANY5

Else go to S3A2_CHK

03A.2

HWMANY5

Delete question (delete “other property” )

How many other properties did ^YOU_YRCU dispose of since ^REF_MONTH?

Value/skip instructions:

<1-9, D, R> go to S3A2_CHK

Delete question.



Section 03B changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Change

03B

WHICH_PROP

  • Reword “Residential property for business or investment purposes only” to “Homes rented out or owned only for investment purposes”

  • Reword “second homes” to “other homes”

  • Delete “other property”

  • Delete “unimproved” from “unimproved land with no buildings on it.”

  • Turn the response options into fills based on the responses to PCODE, OTHERHOM, RESBUSPR, SECHOME, NOBUILD, and P_TYPE

^Propfill

* Enter type of property

  1. Sample unit

  2. Former Home

  3. Vacation prop, Second home, Recreational property

  4. Unimproved land

  5. Residential business property

  6. Other property

Propfill fill instructions:

If this is the first time WHICH_PROP is asked, fill “Now I am going to ask about your owned properties.” The second and subsequent times this screen comes up, fill “Now I’m going to ask about your next property.”

Skip instructions:

<1> go to CK_WHICHPROP

<2-6> go to PROPDESC

^Propfill

* Enter type of property

  1. Sample unit

  2. ^Former home

  3. ^Other home, vacation home, or recreational property including timeshares

  4. ^Land with no buildings on it

  5. ^Home rented out or owned only for investment purposes

Propfill fill instructions:

If this is the first time WHICH_PROP is asked, fill “Now I am going to ask about your owned properties.” The second and subsequent times this screen comes up, fill “Now I’m going to ask about your next property.”

Former home fill instructions:

If OTHERHOM=1, D, R OR if P_TYPE=1 or R fill “2. Former home” else leave blank

Other home, vacation home,…. Fill instructions:

If PCODE=1, D, or R OR SECHOME=1, D, or R OR P_TYPE=2, D, or R fill “3. Other home, vacation home, or recreational property including timeshares” else leave blank

Land with no buildings on it fill instructions:

If PCODE= 4, D, or R OR NOBUILD=1, D, or R OR P_TYPE=5, D or R fill “4. Land with no buildings on it” else leave blank

Home rented out fill instructions:

If PCODE=3, D, or R OR RESBUSPR=1, D, or R OR P_TYPE=4, D, or R fill “5. Homes rented out or owned only for investment purposes” else leave blank.

Skip instructions:

<1> go to CK_WHICHPROP

<2-5> go to PROPDESC

03B

PROPDESC

Update fills based on

  • Reword “Residential property for business or investment purposes only” to “Homes rented out or owned only for investment purposes”

  • Reword “second homes” to “other homes”

  • Delete “other property”

  • Update store instructions due to skipping BUILDING for mobile home trailers, single detached houses, and college dormitories

^FILLINTRO

^DESCRIBE_NON_SAMPLEUNIT

^Continue_888

FILLINTRO fill instructions:

If asking about the sample unit OWNYB=100, fill “Now I’m going to ask some questions about your Sample Unit.” Else fill nothing.

DESCRIBE_NON-SAMPLEUNIT fill instructions: If not the sample unit (OWNYB ne 100), fill “* Briefly describe the ^prop_type.” Else leave blank.

Continue_888 fill instructions:

If asking about the sample unit OWNYB=100, fill “* Press Enter to continue.” ELSE “*Enter 888 to delete this property.”

Store instructions:

  1. If OWNYB=400, set PROPTYPE=3

  2. If OWNYB=100 and BUILDING (from Section 1B)=1 (Single family detached), 9 (Mobile home or trailer) or 10 (College dormitory) set PROPTYP=3.

Skip instructions:

<30 characters> if OWNYB=300 go to TIMESHAR

Else if OWNYB=600 go to COUNTRY

Else go to SHARED2

<888> go to next property

^FILLINTRO

^DESCRIBE_NON_SAMPLEUNIT

^Continue_888

FILLINTRO fill instructions:

If asking about the sample unit OWNYB=100, fill “Now I’m going to ask some questions about your Sample Unit.” Else fill nothing.

DESCRIBE_NON-SAMPLEUNIT fill instructions: If not the sample unit (OWNYB ne 100), fill “* Briefly describe the ^prop_type.” Else leave blank.

Continue_888 fill instructions:

If asking about the sample unit OWNYB=100, fill “* Press Enter to continue.” ELSE “*Enter 888 to delete this property.”

Store instructions:

  1. If OWNYB=400, set PROPTYPE=3

  2. If [OWNYB=100 and BUILDING (from Section 1B)=1 (Single family detached), 9 (Mobile home or trailer) or 10 (College dormitory)] OR [if OWNYB=100 and HUTYPE (from Coverage) =9 (student quarters in college dormitory)] OR [if OWNYB=100 and UNISTRQ=2 (mobile home trailer} or 3 (one, detached)] set PROPTYP=3.

Skip instructions:

<30 characters> if OWNYB=300 go to TIMESHAR

Else if OWNYB=600 go to COUNTRY

Else go to SHARED2

<888> go to next property

03B

TIMESHAR

Reword TIMESHAR by adding “length of” before “time.”

Is this a time-sharing arrangement where ^YOU_YRCU ^CU_HAVEHAS2 use of the property only for a specified time each year?

  1. Yes

  2. No

Skip instructions:

<1> go to SHARWKS

<2> go to SHARED2

Is this a time-sharing arrangement where ^YOU_YRCU ^CU_HAVEHAS2 use of the property only for a specified length of time each year?

  1. Yes

  2. No

Skip instructions:

<1> go to SHARWKS

<2, D, R> go to SHARED2

03B

SHARWKS

Reword SHARWKS completely to clarify what we are asking.

Additionally add a soft error to SHARWKS if a number greater than 16 is entered.

How many weeks per year can ^YOU_YRCU use your timeshare?

Value/skip instructions:

<1-52, D, R> go to SHARED1

How many weeks are ^YOU_YRCU entitled to use your timeshare each year?

Value/skip instructions:

<1-16, D, R> go to SHARED1

<17-52> go to new soft error

03B

New soft error for SHARWKS

New soft error for SHARWKS

N/A

* THE VALUE IS UNUSUALLY HIGH

* PLEASE VERIFY

Skip instructions:

<Suppress> go to SHARED1

All others, go back to SHARWKS

03B

ACQUIRYR

Only ask ACQUIRMO if ACQUIRYR is current or previous year

In what year did ^YOU_YRCU close or settle on this property?

Value/skip instructions:

<1900-9999, D, R> go to ACQUIRMO

In what year did ^YOU_YRCU close or settle on this property?

Value/skip instructions:

<1900-9999> if entry = current or previous year, go to ACQUIRMO

Else go to ANPROPTX

<D, R> go to ANPROPTX



Section 03I changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Change

03I

COOPRG3

Remove MGOTHER from skip instructions for co-ops

Now I’d like to ask you about payments ^YOUR_YRCU ^make_makes directly to the cooperative for ^YR_YRCUS share of its costs. Since the first of ^REF_MONTH, have ^YOU_ANYMEM made any payments for any of the following things –

* Read each item on the list

Enter all that apply, separate with commas

Enter 12 for no payments made

  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

  1. Don’t know

Skip instructions:

<12, R> go to SPCLPAY1

<1-11, 77> if 11 selected go to CORGOTH

else if there is a LOANTYPE=1 for this property go to MGOTHER

else go to MGOTHERX

Now I’d like to ask you about payments ^YOUR_YRCU ^make_makes directly to the cooperative for ^YR_YRCUS share of its costs. Since the first of ^REF_MONTH, have ^YOU_ANYMEM made any payments for any of the following things –

* Read each item on the list

Enter all that apply, separate with commas

Enter 12 for no payments made

  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

  1. Don’t know

Skip instructions:

<12, R> go to SPCLPAY1

<1-11, 77> if 11 selected go to CORGOTH

else go to MGOTHERX



Section 04A changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

04A

TYPETEL

  • Combine residential phone service and VOIP

  • Combine prepaid cellular with regular cellular

What types of telephone services did the bill include?

* Enter all that apply, separate with commas.

* Read each item on list.

  1. Residential Service

  2. Mobile/Cellular Service

  3. Voice Over IP

Skip instructions:

<1-3, D, R> go to TELTEMP

What types of telephone services did the bill include?

* Enter all that apply, separate with commas.

* Read each item on list.

  1. Residential service including Voice over IP

  2. Mobile/cellular service including prepaid

Skip instructions:

<1-2, D, R> go to TELTEMP

04A

TELTEMP

  • Reword item code #1 to “Residential internet access (including broadband, DSL, and dial-up)

  • Delete TELTEMP item code #4

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

  1. None

  2. Internet access (including broadband, DSL, and dial-up)

  3. Cable or satellite television service

  4. Applications, games, or ringtones

  5. Non-telephone related rentals or purchases such as a modem

  1. Misc Combined (Unable to specify/DK)

Skip instructions:

<0, 77> if only 0 or 77 only, go to TELOTH

<1> if INTNMBR=1 go to TINTNTX3, else go to TINTNTX1

<2> if INTNMBR=1 go to TCABLEX3, else go to TCABLEX1

<3> if INTNMBR=1 go to TAPPGMX3, else go to TAPPGMX1

<4> if INTNMBR-1 go to NTRTPRX3, else go to NTRTPRX1

Else if 0 is selected with another precode, go to CK_TELTEMP

<D, R> go to TELOTH

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

  1. None

  2. Residential internet access (including broadband, DSL, and dial-up)

  3. Cable or satellite television service

  4. Applications, games, or ringtones

  1. Misc Combined (Unable to specify/DK)

Skip instructions:

<0, 77> if only 0 or 77 only, go to TELOTH

<1> if INTNMBR=1 go to TINTNTX3, else go to TINTNTX1

<2> if INTNMBR=1 go to TCABLEX3, else go to TCABLEX1

<3> if INTNMBR=1 go to TAPPGMX3, else go to TAPPGMX1

Else if 0 is selected with another precode, go to CK_TELTEMP

< R> go to TELOTH

04A

TINTNTX1

Create a fill for an FR instruction in TINTNTX1, TINTNTX2, and TINTNTX3 for when mobile phone service has been selected in TYPETEL that reminds the FR to not include cost of mobile phone data plans.

How much of the ^REF_MONTH charges were for internet access?

Value/skip instructions:

<1-999999, D, R> go to TINTNTX2

How much of the ^REF_MONTH charges were for internet access?

[FILL: * Do not include data plans for mobile phones]

Fill instructions:

If TYPETEL = 2, fill “* Do not include data plans for mobile phones” else leave blank.

Value/skip instructions:

<1-999999, D, R> go to TINTNTX2

04A

TINTNTX2

Create a fill for an FR instruction in TINTNTX1, TINTNTX2, and TINTNTX3 for when mobile phone service has been selected in TYPETEL that reminds the FR to not include cost of mobile phone data plans.

How much of the ^TWO_MONTH charges were for internet access?

Value/skip instructions:

<1-999999, D, R> go to TINTNTX3

How much of the ^TWO_MONTH charges were for internet access?

[FILL: * Do not include data plans for mobile phones]

Fill instructions:

If TYPETEL = 2, fill “* Do not include data plans for mobile phones” else leave blank.

Value/skip instructions:

<1-999999, D, R> go to TINTNTX3

04A

TINTNTX3

  • Create a fill for an FR instruction in TINTNTX1, TINTNTX2, and TINTNTX3 for when mobile phone service has been selected in TYPETEL that reminds the FR to not include cost of mobile phone data plans.

  • Delete TELTEMP item code #4 (Update skip instructions for TINTNTX3)

How much of the ^LAST_MONTH charges were for internet access?

Value/skip instructions:

<1-999999> if TELTEMP = 2 and INTNMBR = 1, go to TCABLEX3; else go to TCABLEX1

Else if TELTEMP = 3 and INTNMBR = 1, go to TAPPGMX3; else go to TAPPGMX1

Else if TELTEMP = 4 and INTNMBR = 1, go to NTRTPRX3; else go to NTRTPRX1

Else go to TELOTH

<0, D, R> if TELTEMP = 2 and INTNMBR = 1, go to TCABLEX3; else go to TCABLEX1

Else if TELTEMP = 3 and INTNMBR = 1, go to TAPPGMX3; else go to TAPPGMX1

Else if TELTEMP = 4 and INTNMBR = 1, go to NTRTPRX3; else go to NTRTPRX1

Else go to TELOTH

How much of the ^LAST_MONTH charges were for internet access?

[FILL: * Do not include data plans for mobile phones]

Fill instructions:

If TYPETEL = 2, fill “* Do not include data plans for mobile phones” else leave blank.

Value/skip instructions:

<1-999999> if TELTEMP = 2 and INTNMBR = 1, go to TCABLEX3; else go to TCABLEX1

Else if TELTEMP = 3 and INTNMBR = 1, go to TAPPGMX3; else go to TAPPGMX1

Else go to TELOTH

<0, D, R> if TELTEMP = 2 and INTNMBR = 1, go to TCABLEX3; else go to TCABLEX1

Else if TELTEMP = 3 and INTNMBR = 1, go to TAPPGMX3; else go to TAPPGMX1

Else go to TELOTH

04A

TCABLEX3

Update skip instructions for TCABLEX3 due to deleting TELTEMP item code #4

How much of the ^LAST_MONTH charges were for cable or satellite television service?

Value/skip instructions:

<1-999999> if TELTEMP = 3 and INTNMBR = 1, go to TAPPGMX3; else go to TAPPGMX1

Else if TELTEMP = 4 and INTNMBR = 1, go to NTRTPRX3; else go to NTRTPRX1

Else go to TELOTH

<0, D, R> if TELTEMP = 3 and INTNMBR = 1, go to TAPPGMX3; else go to TAPPGMX1

Else if TELTEMP = 4 and INTNMBR = 1, go to NTRTPRX3; else go to NTRTPRX1

Else go to TELOTH

How much of the ^LAST_MONTH charges were for cable or satellite television service?

Value/skip instructions:

<1-999999> if TELTEMP = 3 and INTNMBR = 1, go to TAPPGMX3; else go to TAPPGMX1

Else go to TELOTH

<0, D, R> if TELTEMP = 3 and INTNMBR = 1, go to TAPPGMX3; else go to TAPPGMX1

Else go to TELOTH

04A

TAPPGMX3

Update skip instructions for TAPPGMX3 due to deleting TELTEMP item code #4

How much of the ^LAST_MONTH charges were for applications, games, or ringtones?

Value/skip instructions:

<1-999999> if TELTEMP = 3 and INTNMBR = 1, go to TAPPGMX3; else go to TAPPGMX1

Else if TELTEMP = 4 and INTNMBR = 1, go to NTRTPRX3; else go to NTRTPRX1

Else go to TELOTH

<0, D, R> if TELTEMP = 4 and INTNMBR = 1, go to NTRTPRX3; else go to NTRTPRX1

Else go to TELOTH

How much of the ^LAST_MONTH charges were for applications, games, or ringtones?

Value/skip instructions:

<1-999999> if TELTEMP = 3 and INTNMBR = 1, go to TAPPGMX3; else go to TAPPGMX1

Else go to TELOTH

<0, D, R> go to TELOTH

04A

NTRTPRX1

Delete TELTEMP item code #4

(Delete NTRTPRX1)

How much of the ^REF_MONTH charges were for non-telephone related rentals or purchases?

Value/skip instructions:

<1-999999, 0, D, R> go to NTRTPRX2

Delete question.

04A

NTRTPRX2

Delete TELTEMP item code #4

(Delete NTRTPRX2)

How much of the ^TWO_MONTH charges were for non-telephone related rentals or purchases?

Value/skip instructions:

<0-999999, D, R> go to NTRTPRX3

Delete question.

04A

NTRTPRX3

Delete TELTEMP item code #4

(Delete NTRTPRX3)

How much of the ^LAST _MONTH charges were for non-telephone related rentals or purchases?

Value/skip instructions:

<0-999999, D, R> go to TELOTH

Delete question.



Section 04B changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

04B

FONCARD

Update skip instructions due to

  • Deleting pre-paid cellular questions (due to collapsing prepaid cellular with regular cellular service)

  • Deleting pay phone questions

Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased any pre-paid long distance telephone cards/minutes, not already reported?

  1. Yes

  2. No

Skip instructions:

<1> go to FONCARDX

<2, D, R> go to PRPYCELL

Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased any pre-paid long distance telephone cards/minutes, not already reported?

  1. Yes

  2. No

Skip instructions:

<1> go to FONCARDX

<2, D, R> go to S4B_END

04B

FONCRDCX

Update skip instructions due to

  • Deleting pre-paid cellular questions (due to collapsing prepaid cellular with regular cellular service)

  • Deleting pay phone questions

How much of the total was paid this month?

Value/skip instructions:

<0-9999, D, R> go to PRPYCELL

How much of the total was paid this month?

Value/skip instructions:

<0-9999, D, R> go to S4B_END

04B

PRPYCELL

Delete prepaid cellular questions (due to collapsing prepaid cellular with regular cellular service)

Since the first of ^REF_MONTH, have you had any expenses for prepaid cellular minutes, not already reported?

  1. Yes

  2. No

Skip instructions:

<1> go to PRPYCLX

<2, D, R> go to PYPHONE

Delete question.

04B

PRPYCLX

Delete prepaid cellular questions (due to collapsing prepaid cellular with regular cellular service)

What was the total amount paid?

Value/skip instructions:

<1-9999, D, R> go to PRPYCCX

Delete question.

04B

PRPYCCX


Delete prepaid cellular questions (due to collapsing prepaid cellular with regular cellular service)

How much of the total was paid this month?

Value/skip instructions:

<0-9999, D, R> go to PYPHONE

Delete question.

04B

PYPHONE

Delete pay phone questions

Since the first of ^REF_MONTH, have ^YOU_ANYMEM had any expenses for public pay phone services not already reported?

  1. Yes

  2. No

Skip instructions:

<1> go to PYPHONEX

<2, D, R> go to S4B_END

Delete question.

04B

PYPHONEX

Delete pay phone questions

What was the total amount spent?

Value/skip instructions:

<0-9999, D, R> go to PYPHONCX

Delete question

04B

PYPHONCX

Delete pay phone questions

How much of the total amount was spent this month?

Value/skip instructions:

<0-9999, D, R> go to S4B_END

Delete question



Section 04D changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

04D

UTC_ITEM

  • Combine water and sewerage maintenance into a single item code

  • Reword ‘trash/garbage collection’ to ‘garbage and recycling collection’

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.

* Read each item on list:

  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

Skip instructions:

<1-10> go to WHATPROP

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.

* Read each item on list:

  1. Electricity

  2. Natural or utility gas

  3. Fuel oil

  4. Bottled or tank gas

  5. Other fuels including wood

  6. Piped-in water and sewerage maintenance

  7. Garbage and recycling collection

  8. Water softening service

  9. Septic tank cleaning

Skip instructions:

<1-9> go to WHATPROP

04D

UTILCMB

  • Combine water and sewerage maintenance into a single item code

  • Reword ‘trash/garbage collection’ to ‘garbage and recycling collection’

What other utilities, fuels, or services was ^Utillbusn_desc combined with?

* Enter all that apply, separate with commas.

  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

  1. Misc. combined (unable to specify/DK)

Skip instructions:

<1-10, 77> go to MOREBILL

What other utilities, fuels, or services was ^Utillbusn_desc combined with?

* Enter all that apply, separate with commas.

  1. Electricity

  2. Natural or utility gas

  3. Fuel oil

  4. Bottled or tank gas

  5. Other fuels including wood

  6. Piped-in water and sewerage maintenance

  7. Garbage or recycling collection

  8. Water softening service

  9. Septic tank cleaning

  1. Misc. combined (unable to specify/DK)

Store instructions:

  1. For each item selected in UTILCMB, store the appropriate item code in UTIL1 through UTIL11. (The first entry in UTILCMB should be recoded and stored in UTIL1, the 2nd entry in UTIL2, etc.)

Recode as follows:

If UTILCMB = 1, store 100

If UTILCMB = 2, store 110

If UTILCMB = 3, store 130

If UTILCMB = 4 store 150

If UTILCMB = 5 store 180

If UTILCMB = 6 store tbd

If UTILCMB = 7 store 210

If UTILCMB = 8 store 270

If UTILCMB = 9 store 280

If UTILCMB = 77 store 900

Skip instructions:

<1-10, 77> go to MOREBILL



Section 05 changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

05

UPDATED

CRB_ITEM

UPDATED 4/2/12

  • Create a fill in CRB_ITEM for the words ‘property you own or rent’ based on whether the CU has reported renting or owning the sample unit and renting or owning any other property.

  • Change “dwellings” to “homes” in item code 1

  • Change “new wing” to “new rooms” in item code 2

  • UPDATED: Combine “inside painting and papering” and “outside painting” into a single item code in the Section 5 job type list.

  • UPDATED: Combine the flooring and carpeting item codes into a single item code

SCREEN 1

First, let’s talk about the construction or alteration of property you own or rent. ^Renters

Since the first of ^REF_MONTH, have ^YOU_ANYMEM had expenses for –

* Read each item on list

  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?

SCREEN 2

Now, let’s talk about maintenance and repairs for property you own or rent. ^Renters2

* Read each item on list

  1. Repairing outdoor patios, walks, fences, driveways, or permanent swimming pools?

  2. Inside painting or papering?

  3. Outside painting?

  4. Plastering or paneling?

  5. Plumbing or water heating installations or repairs?

  6. Electrical work?

  7. Heating or air conditioning jobs?

  8. Flooring repair or replacement, including wood, vinyl, and tile?

  9. Wall-to-wall carpet – original installation?

  10. Wall-to-wall carpet - replacement?

  11. Insulation?

  12. Roofing, gutters or downspouts?

  13. Siding?

  14. Installation, repair, or replacement of window panes, screens, storm doors, awnings, and the like?

  15. Masonry, brick or stucco work?

  16. Other improvements or repairs?

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?

[display answer list options 1-22]

Skip instructions:

<1-22> go to CRMPROPI

<95> go to next row

<99> go to ADVMATER

SCREEN 1

First, let’s talk about the construction or alteration of property [NEW FILL: you own/you rent/you own or rent]. ^Renters

Since the first of ^REF_MONTH, have ^YOU_ANYMEM had expenses for –

* Read each item on list

  1. Homes 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 rooms?

  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?

SCREEN 2

Now, let’s talk about maintenance and repairs for property NEW FILL: you own/you rent/you own or rent]. ^Renters2

* Read each item on list

  1. Repairing outdoor patios, walks, fences, driveways, or permanent swimming pools?

  2. Painting, either interior or exterior, or wallpapering?

  3. Plastering or paneling?

  4. Plumbing or water heating installations or repairs?

  5. Electrical work?

  6. Heating or air conditioning jobs?

  7. Flooring installation, repair, or replacement including carpeting, wood, vinyl, and tile?

  8. Insulation?

  9. Roofing, gutters or downspouts?

  10. Siding?

  11. Installation, repair, or replacement of window panes, screens, storm doors, awnings, and the like?

  12. Masonry, brick or stucco work?

  13. Other improvements or repairs?

SCREEN 3

Have there been any expenses for any other property, such as property that you do not NEW FILL2: own/rent/own or rent], paid for by ^YOU_ANYMEM?

* If Yes –

Which type of job were those expenses for?

[display answer list options 1-19]

NEW FILL & NEW FILL2 instructions:

If CU rents the sample unit and does NOT own the sample unit nor any other property in section 03, fill “you rent” in screens 1 and 2 and fill “rent” in screen 3.

If CU owns the sample unit or any other property in section 03 and does NOT rent the sample unit nor any other property in section 02B, FILL “you own” in screens 1 and 2 and fill “own” in screen 3.

If CU both owns and rents (rents sample unit and owns property in section 3 or owns sample unit and rents other property in section 02B), fill “you own or rent) in screens 1 and 2 and fill “own or rent” in screen 3.

Skip instructions:

<1-19> go to CRMPROPI

<95> go to next row

<99> go to ADVMATER

05

WRKDESC

Delete TOTJBCST

(update WRKDESC skip instructions)

What work was done?

* The description should be adequate to classify “alteration”, “repair”, etc., and to identify in next interview.

Value/skip instructions:

<90 characters> if ITEM = 1, 3, 5, 9, 15, or 16 to go TOTJBCST

If ITEM = 2, 4, 6, 8 go to TEMPCODE

If ITEM = 7, 10-14, 17-22 go to CRMTYPE

What work was done?

* The description should be adequate to classify “alteration”, “repair”, etc., and to identify in next interview.

Value/skip instructions:

<90 characters> if ITEM = 1, 3, 5 to go S5BCMB_S

If ITEM = 2, 4, 6, 8 go to TEMPCODE

If ITEM = 9-19 go to CRMTYPE

05

CRMTYPE

Delete TOTJBCST

(update CRMTYPE skip instructions)

* Enter the appropriate job classification code.

  1. Alteration

  2. Replacement

  3. Maintenance and repair

Skip instructions:

<2> if ITEM = 10, 13, 17, or 19 go to TOTJBCST

Else go to TEMPCODE

<3> if ITEM = 10, 12-15, 19, 21, or 22 go to TOTJBCST

Else go to TEMPCODE

<4> if ITEM = 11-15, 19, 21, or 22 go to TOTJBCST

Else go to TEMPCODE

<D, R> go to TEMPCODE

* Enter the appropriate job classification code.

  1. Alteration

  2. Replacement

  3. Maintenance and repair

Skip instructions:

<2> if ITEM = 9, 12, 14, or 16 go to S5BCMB_S

Else go to TEMPCODE

<3> if ITEM = 9, 11-12, 16, 18, or 19 go to S5BCMB_S

Else if ITEM=13 go to ??? (ask MCD)

Else go to TEMPCODE

<4> if ITEM = 10-11, 16, 18, or 19 go to S5BCMB_S

Else if ITEM=13 go to ??? (ask MCD)

Else go to TEMPCODE

<D, R> go to TEMPCODE

05

TEMPCODE

Delete TOTJBCST

(update TEMPCODE skip instructions)


* Enter the appropriate detailed job code

Skip instructions:

<1-10, D, R> go to TOTJBCST

* Enter the appropriate detailed job code

Skip instructions:

<1-10, D, R> go to S5BCMB_S

05

TOTJBCST

Delete TOTJBCST

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 cost.

Skip instructions:

<1-999999, D, R> go to S5BCMB_S

Delete question.

05

S5B_COMB

  • Change “dwellings” to “homes” in item code 1

  • Combine “inside painting and papering” and “outside painting” into a single item code in the Section 5 job type list.

  • Combine the flooring and carpeting item codes into a single item code

  • Update store instructions

What other work was included in this job?

* Enter all that apply, separate with commas.

  1. Dwelling under construction

  2. Building an addition

  3. Finishing a basement

  4. Remodeling

  5. Landscaping

  6. Build outdoor patios

  7. Repair outdoor patios

  8. Inside paint or paper

  9. Outside painting

  10. Plaster or paneling

  11. Plumbing

  12. Electrical work

  13. Heat or air conditioning

  14. Floor repair/replace

  15. Orig. wall-to-wall carpet

  16. Replacement wall-to-wall carpet

  17. Insulation

  18. Roofing, gutters or downspouts

  19. Siding

  20. Install/Repair/Replace windows, etc.

  21. Masonry, brick or stucco

  22. Other improvements or repairs

  1. Misc. combined (unable to specify/DK)

Skip instructions:

<1-22, 77> go to CONTRACT

What other work was included in this job?

* Enter all that apply, separate with commas.

  1. Homes under construction

  2. Building an addition

  3. Finishing a basement

  4. Remodeling

  5. Landscaping

  6. Build outdoor patios

  7. Repair outdoor patios

  8. Painting/wallpapering

  9. Plaster or paneling

  10. Plumbing

  11. Electrical work

  12. Heat or air conditioning

  13. Flooring installation/repair/replacement

  14. Insulation

  15. Roofing, gutters or downspouts

  16. Siding

  17. Install/Repair/Replace windows, etc.

  18. Masonry, brick or stucco

  19. Other improvements or repairs

  1. Misc. combined (unable to specify/DK)

Skip instructions:

<1-19, 77> go to CONTRACT

05

CONTRACT

Remove the words “all the work” wording

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. Self only

  2. Paid or contracted with someone else

  3. Both

Skip instructions:

<1, D, R> go to CRMMATER

<2, 3> if INTNMBR = 1 go to CNTRCTX1

Else go to CNTRCTX3

Did you do this job yourself or did you pay someone else to do all or part of the work?

  1. Self only

  2. Paid or contracted with someone else

  3. Both

Skip instructions:

<1, D, R> go to CRMMATER

<2, 3> if INTNMBR = 1 go to CNTRCTX1

Else go to CNTRCTX3

05

APP_SCR

  • Combine the clothes washer and dryer item codes in the appliance list in Section 5 and in Section 6A

  • Delete ‘trash compactors’ – now collect them under ‘other major home appliances and equipment’

  • Add item code for “Lamps, lighting fixtures, and ceiling fans”:

Which of the following appliances or equipment were included?

* Enter up to six, separate with commas

  1. Cooking stove, range, or oven

  2. Microwave oven

  3. Refrigerator or Home Freezer

  4. Built-in dishwashers

  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.

Skip instructions:

<1-14> go to APPL_X1

<D> go to CRMMATER

Which of the following appliances or equipment were included?

* Enter up to six, separate with commas

  1. Cooking stove, range, or oven

  2. Microwave oven

  3. Refrigerator or home freezer

  4. Built-in dishwashers

  5. Portable dishwasher

  6. Garbage disposal

  7. Clothes washer or dryer

  8. Range hood

  9. Smoke alarms and detectors

  10. Window air conditioner

  11. Portable cooling and heating equipment

  12. Lamps, lighting fixtures, or ceiling fans

  13. Other major home appliances and equipment

Skip instructions:

<1-13> go to APPL_X1

<D, R> go to CRMMATER

05

APPL_X1

Update fill instructions:

  • Combine the clothes washer and dryer item codes in the appliance list in Section 5 and in Section 6A

  • Delete ‘trash compactors’ – now collect them under ‘other major home appliances and equipment’

  • Add item code for “Lamps, lighting fixtures, and ceiling fans”:

What was the total cost for ^appl_x_fill1?

Appl_x_fill1 fill instructions:

If APP_SCR[1] = 1, fill "Cooking stoves, ranges, or ovens"

If APP_SCR[1] = 2, fill "microwave ovens"

If APP_SCR[1] = 3, fill "refrigerators or home freezers"

If APP_SCR[1] = 4, fill "built-in dishwashers"

If APP_SCR[1] = 5, fill "portable dishwashers"

If APP_SCR[1] = 6, fill "garbage disposals"

if APP_SCR[1] = 7, fill "clothes washer"

If APP_SCR[1] = 8, fill "clothes dryer"

If APP_SCR[1] = 9, fill "range hoods"

If APP_SCR[1] = 10, fill "smoke alarms and detectors"

If APP_SCR[1] = 11, fill "trash compactors"

If APP_SCR[1] = 12, fill "window air conditioners"

If APP_SCR[1] = 13, fill "portable cooling and heating equipment"

If APP_SCR[1] = 14, fill "other major home appliances and equipment"

Skip instructions:

<1-999999, D, R> if there is a second selection in APP_SCR, go to APPL_X2 else go to CRMMATER

What was the total cost for ^appl_x_fill1?

Appl_x_fill1 fill instructions:

If APP_SCR[1] = 1, fill "Cooking stoves, ranges, or ovens"

If APP_SCR[1] = 2, fill "microwave ovens"

If APP_SCR[1] = 3, fill "refrigerators or home freezers"

If APP_SCR[1] = 4, fill "built-in dishwashers"

If APP_SCR[1] = 5, fill "portable dishwashers"

If APP_SCR[1] = 6, fill "garbage disposals"

if APP_SCR[1] = 7, fill "clothes washer or dryer"

If APP_SCR[1] = 8, fill " range hoods "

If APP_SCR[1] = 9, fill " smoke alarms and detectors "

If APP_SCR[1] = 10, fill " window air conditioners "

If APP_SCR[1] = 11, fill " portable cooling and heating equipment "

If APP_SCR[1] = 12, fill " lamps, lighting fixtures, or ceiling fans "

If APP_SCR[1] = 13, fill " other major home appliances and equipment "

Skip instructions:

<1-999999, D, R> if there is a second selection in APP_SCR, go to APPL_X2 else go to CRMMATER

05

APPL_X2

Update fill instructions:

  • Combine the clothes washer and dryer item codes in the appliance list in Section 5 and in Section 6A

  • Delete ‘trash compactors’ – now collect them under ‘other major home appliances and equipment’

  • Add item code for “Lamps, lighting fixtures, and ceiling fans”:

What was the total cost for ^appl_x_fill2?

Appl_x_fill2 fill instructions:

If APP_SCR[1] = 1, fill "Cooking stoves, ranges, or ovens"

If APP_SCR[1] = 2, fill "microwave ovens"

If APP_SCR[1] = 3, fill "refrigerators or home freezers"

If APP_SCR[1] = 4, fill "built-in dishwashers"

If APP_SCR[1] = 5, fill "portable dishwashers"

If APP_SCR[1] = 6, fill "garbage disposals"

if APP_SCR[1] = 7, fill "clothes washer"

If APP_SCR[1] = 8, fill "clothes dryer"

If APP_SCR[1] = 9, fill "range hoods"

If APP_SCR[1] = 10, fill "smoke alarms and detectors"

If APP_SCR[1] = 11, fill "trash compactors"

If APP_SCR[1] = 12, fill "window air conditioners"

If APP_SCR[1] = 13, fill "portable cooling and heating equipment"

If APP_SCR[1] = 14, fill "other major home appliances and equipment"

Skip instructions:

<1-999999, D, R> if there is a third selection in APP_SCR, go to APPL_X3 else go to CRMMATER

What was the total cost for ^appl_x_fill2?

Appl_x_fill2 fill instructions:

If APP_SCR[1] = 1, fill "Cooking stoves, ranges, or ovens"

If APP_SCR[1] = 2, fill "microwave ovens"

If APP_SCR[1] = 3, fill "refrigerators or home freezers"

If APP_SCR[1] = 4, fill "built-in dishwashers"

If APP_SCR[1] = 5, fill "portable dishwashers"

If APP_SCR[1] = 6, fill "garbage disposals"

if APP_SCR[1] = 7, fill "clothes washer or dryer"

If APP_SCR[1] = 8, fill " range hoods "

If APP_SCR[1] = 9, fill " smoke alarms and detectors "

If APP_SCR[1] = 10, fill " window air conditioners "

If APP_SCR[1] = 11, fill " portable cooling and heating equipment "

If APP_SCR[1] = 12, fill " lamps, lighting fixtures, or ceiling fans "

If APP_SCR[1] = 13, fill " other major home appliances and equipment "

Skip instructions:

<1-999999, D, R> if there is a third selection in APP_SCR, go to APPL_X3 else go to CRMMATER

05

APPL_X3

Update fill instructions:

  • Combine the clothes washer and dryer item codes in the appliance list in Section 5 and in Section 6A

  • Delete ‘trash compactors’ – now collect them under ‘other major home appliances and equipment’

  • Add item code for “Lamps, lighting fixtures, and ceiling fans”:

What was the total cost for ^appl_x_fill3?

Appl_x_fill3 fill instructions:

If APP_SCR[1] = 1, fill "Cooking stoves, ranges, or ovens"

If APP_SCR[1] = 2, fill "microwave ovens"

If APP_SCR[1] = 3, fill "refrigerators or home freezers"

If APP_SCR[1] = 4, fill "built-in dishwashers"

If APP_SCR[1] = 5, fill "portable dishwashers"

If APP_SCR[1] = 6, fill "garbage disposals"

if APP_SCR[1] = 7, fill "clothes washer"

If APP_SCR[1] = 8, fill "clothes dryer"

If APP_SCR[1] = 9, fill "range hoods"

If APP_SCR[1] = 10, fill "smoke alarms and detectors"

If APP_SCR[1] = 11, fill "trash compactors"

If APP_SCR[1] = 12, fill "window air conditioners"

If APP_SCR[1] = 13, fill "portable cooling and heating equipment"

If APP_SCR[1] = 14, fill "other major home appliances and equipment"

Skip instructions:

<1-999999, D, R> if there is a fourth selection in APP_SCR, go to APPL_X4 else go to CRMMATER

What was the total cost for ^appl_x_fill3?

Appl_x_fill3 fill instructions:

If APP_SCR[1] = 1, fill "Cooking stoves, ranges, or ovens"

If APP_SCR[1] = 2, fill "microwave ovens"

If APP_SCR[1] = 3, fill "refrigerators or home freezers"

If APP_SCR[1] = 4, fill "built-in dishwashers"

If APP_SCR[1] = 5, fill "portable dishwashers"

If APP_SCR[1] = 6, fill "garbage disposals"

if APP_SCR[1] = 7, fill "clothes washer or dryer"

If APP_SCR[1] = 8, fill " range hoods "

If APP_SCR[1] = 9, fill " smoke alarms and detectors "

If APP_SCR[1] = 10, fill " window air conditioners "

If APP_SCR[1] = 11, fill " portable cooling and heating equipment "

If APP_SCR[1] = 12, fill " lamps, lighting fixtures, or ceiling fans "

If APP_SCR[1] = 13, fill " other major home appliances and equipment "

Skip instructions:

<1-999999, D, R> if there is a fourth selection in APP_SCR, go to APPL_X4 else go to CRMMATER

05

APPL_X4

Update fill instructions:

  • Combine the clothes washer and dryer item codes in the appliance list in Section 5 and in Section 6A

  • Delete ‘trash compactors’ – now collect them under ‘other major home appliances and equipment’

  • Add item code for “Lamps, lighting fixtures, and ceiling fans”:

What was the total cost for ^appl_x_fill4?

Appl_x_fill4 fill instructions:

If APP_SCR[1] = 1, fill "Cooking stoves, ranges, or ovens"

If APP_SCR[1] = 2, fill "microwave ovens"

If APP_SCR[1] = 3, fill "refrigerators or home freezers"

If APP_SCR[1] = 4, fill "built-in dishwashers"

If APP_SCR[1] = 5, fill "portable dishwashers"

If APP_SCR[1] = 6, fill "garbage disposals"

if APP_SCR[1] = 7, fill "clothes washer"

If APP_SCR[1] = 8, fill "clothes dryer"

If APP_SCR[1] = 9, fill "range hoods"

If APP_SCR[1] = 10, fill "smoke alarms and detectors"

If APP_SCR[1] = 11, fill "trash compactors"

If APP_SCR[1] = 12, fill "window air conditioners"

If APP_SCR[1] = 13, fill "portable cooling and heating equipment"

If APP_SCR[1] = 14, fill "other major home appliances and equipment"

Skip instructions:

<1-999999, D, R> if there is a fifth selection in APP_SCR, go to APPL_X5 else go to CRMMATER

What was the total cost for ^appl_x_fill4?

Appl_x_fill4 fill instructions:

If APP_SCR[1] = 1, fill "Cooking stoves, ranges, or ovens"

If APP_SCR[1] = 2, fill "microwave ovens"

If APP_SCR[1] = 3, fill "refrigerators or home freezers"

If APP_SCR[1] = 4, fill "built-in dishwashers"

If APP_SCR[1] = 5, fill "portable dishwashers"

If APP_SCR[1] = 6, fill "garbage disposals"

if APP_SCR[1] = 7, fill "clothes washer or dryer"

If APP_SCR[1] = 8, fill " range hoods "

If APP_SCR[1] = 9, fill " smoke alarms and detectors "

If APP_SCR[1] = 10, fill " window air conditioners "

If APP_SCR[1] = 11, fill " portable cooling and heating equipment "

If APP_SCR[1] = 12, fill " lamps, lighting fixtures, or ceiling fans "

If APP_SCR[1] = 13, fill " other major home appliances and equipment "

Skip instructions:

<1-999999, D, R> if there is a fifth selection in APP_SCR, go to APPL_X5 else go to CRMMATER

05

APPL_X5

Update fill instructions:

  • Combine the clothes washer and dryer item codes in the appliance list in Section 5 and in Section 6A

  • Delete ‘trash compactors’ – now collect them under ‘other major home appliances and equipment’

  • Add item code for “Lamps, lighting fixtures, and ceiling fans”:

What was the total cost for ^appl_x_fill5?

Appl_x_fill5 fill instructions:

If APP_SCR[1] = 1, fill "Cooking stoves, ranges, or ovens"

If APP_SCR[1] = 2, fill "microwave ovens"

If APP_SCR[1] = 3, fill "refrigerators or home freezers"

If APP_SCR[1] = 4, fill "built-in dishwashers"

If APP_SCR[1] = 5, fill "portable dishwashers"

If APP_SCR[1] = 6, fill "garbage disposals"

if APP_SCR[1] = 7, fill "clothes washer"

If APP_SCR[1] = 8, fill "clothes dryer"

If APP_SCR[1] = 9, fill "range hoods"

If APP_SCR[1] = 10, fill "smoke alarms and detectors"

If APP_SCR[1] = 11, fill "trash compactors"

If APP_SCR[1] = 12, fill "window air conditioners"

If APP_SCR[1] = 13, fill "portable cooling and heating equipment"

If APP_SCR[1] = 14, fill "other major home appliances and equipment"

Skip instructions:

<1-999999, D, R> if there is a sixth selection in APP_SCR, go to APPL_X6 else go to CRMMATER

What was the total cost for ^appl_x_fill5?

Appl_x_fill5 fill instructions:

If APP_SCR[1] = 1, fill "Cooking stoves, ranges, or ovens"

If APP_SCR[1] = 2, fill "microwave ovens"

If APP_SCR[1] = 3, fill "refrigerators or home freezers"

If APP_SCR[1] = 4, fill "built-in dishwashers"

If APP_SCR[1] = 5, fill "portable dishwashers"

If APP_SCR[1] = 6, fill "garbage disposals"

if APP_SCR[1] = 7, fill "clothes washer or dryer"

If APP_SCR[1] = 8, fill " range hoods "

If APP_SCR[1] = 9, fill " smoke alarms and detectors "

If APP_SCR[1] = 10, fill " window air conditioners "

If APP_SCR[1] = 11, fill " portable cooling and heating equipment "

If APP_SCR[1] = 12, fill " lamps, lighting fixtures, or ceiling fans "

If APP_SCR[1] = 13, fill " other major home appliances and equipment "

Skip instructions:

<1-999999, D, R> if there is a sixth selection in APP_SCR, go to APPL_X6 else go to CRMMATER

05

APPL_X6

Update fill instructions:

  • Combine the clothes washer and dryer item codes in the appliance list in Section 5 and in Section 6A

  • Delete ‘trash compactors’ – now collect them under ‘other major home appliances and equipment’

  • Add item code for “Lamps, lighting fixtures, and ceiling fans”:

What was the total cost for ^appl_x_fill6?

Appl_x_fill6 fill instructions:

If APP_SCR[1] = 1, fill "Cooking stoves, ranges, or ovens"

If APP_SCR[1] = 2, fill "microwave ovens"

If APP_SCR[1] = 3, fill "refrigerators or home freezers"

If APP_SCR[1] = 4, fill "built-in dishwashers"

If APP_SCR[1] = 5, fill "portable dishwashers"

If APP_SCR[1] = 6, fill "garbage disposals"

if APP_SCR[1] = 7, fill "clothes washer"

If APP_SCR[1] = 8, fill "clothes dryer"

If APP_SCR[1] = 9, fill "range hoods"

If APP_SCR[1] = 10, fill "smoke alarms and detectors"

If APP_SCR[1] = 11, fill "trash compactors"

If APP_SCR[1] = 12, fill "window air conditioners"

If APP_SCR[1] = 13, fill "portable cooling and heating equipment"

If APP_SCR[1] = 14, fill "other major home appliances and equipment"

Skip instructions:

<1-999999, D, R> go to CRMMATER

What was the total cost for ^appl_x_fill6?

Appl_x_fill6 fill instructions:

If APP_SCR[1] = 1, fill "Cooking stoves, ranges, or ovens"

If APP_SCR[1] = 2, fill "microwave ovens"

If APP_SCR[1] = 3, fill "refrigerators or home freezers"

If APP_SCR[1] = 4, fill "built-in dishwashers"

If APP_SCR[1] = 5, fill "portable dishwashers"

If APP_SCR[1] = 6, fill "garbage disposals"

if APP_SCR[1] = 7, fill "clothes washer or dryer"

If APP_SCR[1] = 8, fill " range hoods "

If APP_SCR[1] = 9, fill " smoke alarms and detectors "

If APP_SCR[1] = 10, fill " window air conditioners "

If APP_SCR[1] = 11, fill " portable cooling and heating equipment "

If APP_SCR[1] = 12, fill " lamps, lighting fixtures, or ceiling fans "

If APP_SCR[1] = 13, fill " other major home appliances and equipment "

Skip instructions:

<1-999999, D, R> go to CRMMATER

05

JOBCODE

  • Change “dwellings” to “homes” in item code 1

  • Combine “inside painting and papering” and “outside painting” into a single item code in the Section 5 job type list.

  • Combine the flooring and carpeting item codes into a single item code

* Select a job type below

  1. Dwelling under construction

  2. Building an addition

  3. Finishing a basement

  4. Remodeling

  5. Landscaping

  6. Build outdoor patios

  7. Repair outdoor patios

  8. Inside paint or paper

  9. Outside painting

  10. Plaster or paneling

  11. Plumbing

  12. Electrical work

  13. Heat or air conditioning

  14. Floor repair/replace

  15. Orig. wall-to-wall carpet

  16. Replacement wall-to-wall carpet

  17. Insulation

  18. Roofing, gutters or downspouts

  19. Siding

  20. Install/Repair/Replace windows, etc.

  21. Masonry, brick or stucco

  22. Other improvements or repairs

  1. Misc. combined (unable to specify/DK)

Skip instructions:

<1-22, D, R> go to ADVMATX

* Select a job type below

  1. Homes under construction

  2. Building an addition

  3. Finishing a basement

  4. Remodeling

  5. Landscaping

  6. Build outdoor patios

  7. Repair outdoor patios

  8. Painting/wallpapering

  9. Plaster or paneling

  10. Plumbing

  11. Electrical work

  12. Heat or air conditioning

  13. Flooring installation/repair/replacement

  14. Insulation

  15. Roofing, gutters or downspouts

  16. Siding

  17. Install/Repair/Replace windows, etc.

  18. Masonry, brick or stucco

  19. Other improvements or repairs

  1. Misc. combined (unable to specify/DK)

Skip instructions:

<1-19, 77> go to ADVMATX

05

S5A_COMB

  • Change “dwellings” to “homes” in item code 1

  • Combine “inside painting and papering” and “outside painting” into a single item code in the Section 5 job type list.

  • Combine the flooring and carpeting item codes into a single item code

What other work will be included in this job?

* Enter all that apply, separate with commas.

  1. Dwelling under construction

  2. Building an addition

  3. Finishing a basement

  4. Remodeling

  5. Landscaping

  6. Build outdoor patios

  7. Repair outdoor patios

  8. Inside paint or paper

  9. Outside painting

  10. Plaster or paneling

  11. Plumbing

  12. Electrical work

  13. Heat or air conditioning

  14. Floor repair/replace

  15. Orig. wall-to-wall carpet

  16. Replacement wall-to-wall carpet

  17. Insulation

  18. Roofing, gutters or downspouts

  19. Siding

  20. Install/Repair/Replace windows, etc.

  21. Masonry, brick or stucco

  22. Other improvements or repairs

  1. Misc. combined (unable to specify/DK)

Skip instructions:

<1-22, D, R> go to MATNSPEC

What other work will be included in this job?

* Enter all that apply, separate with commas.

  1. Homes under construction

  2. Building an addition

  3. Finishing a basement

  4. Remodeling

  5. Landscaping

  6. Build outdoor patios

  7. Repair outdoor patios

  8. Painting/wallpapering

  9. Plaster or paneling

  10. Plumbing

  11. Electrical work

  12. Heat or air conditioning

  13. Flooring installation/repair/replacement

  14. Insulation

  15. Roofing, gutters or downspouts

  16. Siding

  17. Install/Repair/Replace windows, etc.

  18. Masonry, brick or stucco

  19. Other improvements or repairs

  1. Misc. combined (unable to specify/DK)

Skip instructions:

<1-19, 77> go to MATNSPEC



Section 06A changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

06A

APA_ITEM

Combine the clothes washer and dryer item codes in the appliance list in Section 5 and in Section 6A

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?

*Read each item on list

  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

Skip instructions:

<1-9> go to 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?

*Read each item on list

  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 or dryer

Skip instructions:

<1-8> go to DESCRIPTION

06A

MAJTYPE

Remove rented option for items that cannot be rented

What did you purchase or rent?

* Enter brief description of the item

Value/skip instructions:

<30 characters> go to GFTC_MAJ

What did you purchase [fill: or rent]?

* Enter brief description of the item

Fill instructions:

If ITEM= 1-2, 4-6, or 8 fill “or rent” else leave blank

Value/skip instructions:

<30 characters> go to GFTC_MAJ

06A

GFTC_MAJ

Remove rented option for items that cannot be rented

Was this item –

  1. Purchased for someone inside the household?

  2. Rented?

  3. Purchased for someone outside your household?

Skip instructions:

<1, 3, D, R> go to MAJ_MO

<2> go to MAJ_AMOUNT

Was this item –

  1. Purchased for someone inside the household?

  2. [FILL: Rented?/blank]

  3. Purchased for someone outside your household?

Fill instructions:

If ITEM= 1-2, 4-6, or 8 fill “2. Rented?” else leave blank/do not show

Skip instructions:

<1, 3, D, R> go to MAJ_MO

<2> go to MAJ_AMOUNT

06A

MAJCMB

Combine the clothes washer and dryer item codes in the appliance list in Section 5 and in Section 6A

What other appliances is the ^MAJCMB combined with?

* Enter all that apply, separate with commas

  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

  1. Misc. combined (unable to specify/DK)

MAJCMB fill instructions:

IF ITEM = 1, fill "microwave oven"

If ITEM = 2, fill "cooking stove, range or oven"

If ITEM = 3, fill "range hood"

If ITEM = 4, fill "refrigerator or home freezer"

If ITEM = 5 fill "built-in dishwasher"

If ITEM = 6, fill "portable dishwasher"

If ITEM = 7, fill "garbage disposal"

If ITEM = 8, fill "clothes washer"

If ITEM = 9, fill "clothes dryer"

Skip instructions:

<1-9, 77> go to MORE

What other appliances is the ^MAJCMB combined with?

* Enter all that apply, separate with commas

  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 or dryer

  1. Misc. combined (unable to specify/DK)

MAJCMB fill instructions:

IF ITEM = 1, fill "microwave oven"

If ITEM = 2, fill "cooking stove, range or oven"

If ITEM = 3, fill "range hood"

If ITEM = 4, fill "refrigerator or home freezer"

If ITEM = 5 fill "built-in dishwasher"

If ITEM = 6, fill "portable dishwasher"

If ITEM = 7, fill "garbage disposal"

If ITEM = 8, fill "clothes washer or dryer"



Skip instructions:

<1-8, 77> go to MORE

06A

MAJOTHER

  • Update fill instructions due to combining ‘clothes washer’ and ‘clothes dryer’

  • Remove rented option for items that cannot be rented

Did you purchase or rent any other ^MAJOTHER?

  1. Yes

  2. No

MAJOTHER fill instructions:

If ITEM = 1, fill "microwave ovens"

If ITEM = 2, fill "cooking stoves, ranges, or ovens"

If ITEM = 3, fill "range hoods"

If ITEM = 4, fill "refrigerators or home freezers"

If ITEM = 5, fill "built-in dishwashers"

If ITEM = 6, fill "portable dishwashers"

If ITEM = 7, fill "garbage disposals"

If ITEM = 8, fill "clothes washers"

If ITEM = 9, fill "clothes dryers"

Skip instructions:

<1, 2, D, R> go to ITEM, next row of grid

Did you purchase [fill: or rent] any other ^MAJOTHER?

  1. Yes

  2. No

MAJOTHER fill instructions:

If ITEM = 1, fill "microwave ovens"

If ITEM = 2, fill "cooking stoves, ranges, or ovens"

If ITEM = 3, fill "range hoods"

If ITEM = 4, fill "refrigerators or home freezers"

If ITEM = 5, fill "built-in dishwashers"

If ITEM = 6, fill "portable dishwashers"

If ITEM = 7, fill "garbage disposals"

If ITEM = 8, fill "clothes washers or dryers"

New fill instructions:

If ITEM= 1-2, 4-6, or 8 fill “or rent” else leave blank

Skip instructions:

<1, 2, D, R> go to ITEM, next row of grid



Section 06B changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

06B

APB_ITEM

  • Reword the office machinery item code to ‘GPS devices, calculators, and fax machines’

  • Move video games to section 17 and split into two item codes in section 17 (one for rentals, one for purchases).

  • Combine item codes for radios, tape players/recorders, and sound components/systems into one item code

  • Collect ‘telephone answering machines’ under ‘telephones or accessories’ (delete ‘telephone answering machines’

  • Collect ‘smoke detectors’ under ‘other household appliances’

  • Reword ‘hunting and fishing equipment’ to say ‘including all guns’

  • Reword ‘digital book readers’ to digital book readers or tablets’

  • Delete ‘Personal digital assistants or PDAs’

  • Update audio/video equipment to include installed in vehicles

SCREEN 1

Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased or rented any of the following items?

* Read each item on list

  1. Small electrical kitchen appliances

  2. Electrical personal care appliances

  3. Smoke detectors

  4. Electric floor cleaning equipment

  5. Other household appliances

  6. Sewing machines

SCREEN 2

Have ^YOU_ANYMEM purchased or rented any –

* Read each item on list

  1. Office machines including fax machines and calculators

  2. Personal digital assistants or PDAs

  3. Digital book readers

  4. Computers, computer systems, or related hardware

  5. Computer software including computer games, for non-business use

  6. Computer accessories

  7. Portable memory, such as flash drives, memory cards, and recordable discs and tapes

  8. Video game hardware or accessories

  9. Video games

  10. Telephones or accessories

  11. Telephone answering machines

SCREEN 3

Have ^YOU_ANYMEM purchased or rented any –

* Read each item on list

  1. Photographic equipment

  2. Musical instruments, supplies, or accessories

  3. Lawn mowing machinery or other yard equipment

  4. Power tools

  5. Non-power tools

  6. Window air conditioners

  7. Portable cooling or heating equipment

SCREEN 4

Have ^YOU_ANYMEM purchased or rented any –

* Read each item on list

  1. Televisions, all types

  2. DVD players, VCRs, DVRs, or video cameras

  3. Satellite dishes, receivers or accessories

  4. Handheld personal music players

  5. Radios, all types

  6. Tape recorders or players

  7. Sound components, component systems, or disc sound systems

  8. Other sound or video equipment, including accessories

SCREEN 5

Have ^YOU_ANYMEM purchased or rented any –

* Read each item on list

  1. General sports equipment (exclude athletic shoes for sports related use, such as football, baseball, soccer or bowling)

  2. Health and exercise equipment

  3. Camping equipment

  4. Hunting and fishing equipment

SCREEN 6

Have ^YOU_ANYMEM purchased or rented any –

* Read each item on list

  1. Winter sports equipment

  2. Water sports equipment

  3. Outboard motors

  4. Bicycles

  5. Tricycles or battery powered riders

  6. Playground equipment

  7. Other sports or recreation equipment

For Screen 1, display Answer List Options 1-6, 95, 888

For Screen 2, display Answer List Options 7-17, 95, 888

For Screen 3, display Answer List Options 18-24, 95, 888

For Screen 4, display Answer List Options 25-32, 95, 888

For Screen 5, display Answer List Options 33-36, 95, 888

For Screen 6, display Answer List Options 37-43, 99, 888

Skip instructions:

<1-43> go to DESCRIPTION

SCREEN 1

Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased or rented any of the following items?

* Read each item on list

  1. Small electrical kitchen appliances

  2. Electrical personal care appliances

  3. Electric floor cleaning equipment

  4. Other household appliances

  5. Sewing machines

SCREEN 2

Have ^YOU_ANYMEM purchased or rented any –

* Read each item on list

  1. GPS devices, calculators, and fax machines

  2. Digital book readers or tablets

  3. Computers, computer systems, or related hardware

  4. Computer software including computer games, for non-business use

  5. Computer accessories

  6. Portable memory, such as flash drives, memory cards, and recordable discs and tapes

  7. Video game hardware or accessories

  8. Telephones or accessories

SCREEN 3

Have ^YOU_ANYMEM purchased or rented any –

* Read each item on list

  1. Photographic equipment

  2. Musical instruments, supplies, or accessories

  3. Lawn mowing machinery or other yard equipment

  4. Power tools

  5. Non-power tools

  6. Window air conditioners

  7. Portable cooling or heating equipment

SCREEN 4

Have ^YOU_ANYMEM purchased or rented any –

* Read each item on list

  1. Televisions, all types including those installed in vehicles

  2. DVD players, VCRs, DVRs, or video cameras

  3. Satellite dishes, receivers or accessories

  4. Handheld personal music players

  5. Stereos, radios, speakers, and sound components, including those installed in vehicles

  6. Other sound or video equipment, including accessories

SCREEN 5

Have ^YOU_ANYMEM purchased or rented any –

* Read each item on list

  1. General sports equipment (exclude athletic shoes for sports related use, such as football, baseball, soccer or bowling)

  2. Health and exercise equipment

  3. Camping equipment

  4. Hunting and fishing equipment, including all guns

SCREEN 6

Have ^YOU_ANYMEM purchased or rented any –

* Read each item on list

  1. Winter sports equipment

  2. Water sports equipment

  3. Outboard motors

  4. Bicycles

  5. Tricycles or battery powered riders

  6. Playground equipment

  7. Other sports or recreation equipment

For Screen 1, display Answer List Options 1-tbd, 95, 888

For Screen 2, display Answer List Options tbd- tbd, 95, 888

For Screen 3, display Answer List Options tbd - tbd, 95, 888

For Screen 4, display Answer List Options tbd - tbd, 95, 888

For Screen 5, display Answer List Options tbd - tbd, 95, 888

For Screen 6, display Answer List Options tbd - tbd, 99, 888

Skip instructions:

<1-37> go to DESCRIPTION

06B

MINTYPE

  • Update fill due to renumbered items.

  • Remove rented option for items that cannot be rented (smoke detectors, other household appliances, computer accessories, portable memory, outboard motors)

What did you purchase or rent?

* Enter a brief description of item

^REPORT_ITEMS

REPORT_ITEMS fill instructions:

If ITEM=10, 11, 12, 14, 15, 16, or 18 then fill “Report items such as flash drives, memory cards, recordable discs, and tapes as code 13, Portable memory.

Value/Skip instructions:

<30 characters> go to GFTCMIN

What did you purchase [fill: or rent]?

* Enter a brief description of item

^REPORT_ITEMS

REPORT_ITEMS fill instructions:

If ITEM=8, 9, 10, 12, 13, or 14 then fill “Report items such as flash drives, memory cards, recordable discs, and tapes as code 12, Portable memory.

New fill instructions:

If ITEM= 1-3, 5-9, 12-32, or 34-37 fill “or rent” else leave blank

Value/Skip instructions:

<30 characters> go to GFTCMIN

06B

GFTCMIN

Remove rented option for items that cannot be rented (smoke detectors, other household appliances, computer accessories, portable memory, outboard motors)

Was this item –

  1. Purchased for someone inside the household?

  2. Rented?

  3. Purchased for someone outside your household?

Skip instructions:

<1, 3, D, R> go to MIN_MO

<2> go to MINAMOUNT

Was this item –

  1. Purchased for someone inside the household?

  2. [FILL: Rented?/blank]

  3. Purchased for someone outside your household?

Fill instructions:

If ITEM= 1-3, 5-9, 12-32, or 34-37 fill “2. Rented?” else leave blank/do not show

Skip instructions:

<1, 3, D, R> go to MIN_MO

<2> go to MINAMOUNT

06B

MINCMB

  • Reword the office machinery item code to ‘GPS devices, calculators, and fax machines’

  • Move video games to section 17 and split into two item codes in section 17 (one for rentals, one for purchases).

  • Combine item codes for radios, tape players/recorders, and sound components/systems into one item code

  • Collect ‘telephone answering machines’ under ‘telephones or accessories’ (delete ‘telephone answering machines’

  • Collect ‘smoke detectors’ under ‘other household appliances’

  • Update skip instructions for INSTLSCR

What other item is the ^MINCMB combined with?

* Enter all that apply, separate with commas.

  1. Small electrical kitchen appliances

  2. Electrical personal care appliances

  3. Smoke detectors

  4. Electric floor cleaning equipment

  5. Other household appliances

  6. Sewing machines

  7. Office machines including fax machines and calculators

  8. Personal digital assistants or PDAs

  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 tapes

  14. Video game hardware or accessories

  15. Video games

  16. Telephones or accessories

  17. Telephone answering machines

  18. Photographic equipment

  19. Musical instruments, supplies, or 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

Skip instructions:

<1-43, 77> if ITEM=10, 25, 27, 31, or 32 go to INSTLSCR else go to S6BOTHER

What other item is the ^MINCMB combined with?

* Enter all that apply, separate with commas.

  1. Small electrical kitchen appliances

  2. Electrical personal care appliances

  3. Electric floor cleaning equipment

  4. Other household appliances

  5. Sewing machines

  6. GPS devices, calculators, and fax machines

  7. Digital book readers

  8. Computers, computer systems, or related hardware

  9. Computer software including computer games, for non-business use

  10. Computer accessories

  11. Portable memory, such as flash drives, memory cards, and recordable discs and tapes

  12. Video game hardware or accessories

  13. Telephones or accessories

  14. Photographic equipment

  15. Musical instruments, supplies, or accessories

  16. Lawn mowing machinery or other yard equipment

  17. Power tools

  18. Non-power tools

  19. Window air conditioners

  20. Portable cooling or heating equipment

  21. Televisions, all types

  22. DVD players, VCRs, DVRs, or video cameras

  23. Satellite dishes, receivers or accessories

  24. Handheld personal music players

  25. Stereos, radios, speakers, and sound components, including those installed in vehicles

  26. Other sound or video equipment, including accessories

  27. General sports equipment (exclude athletic shoes for sports related use, such as football, baseball, soccer or bowling)

  28. Health and exercise equipment

  29. Camping equipment

  30. Hunting and fishing equipment

  31. Winter sports equipment

  32. Water sports equipment

  33. Outboard motors

  34. Bicycles

  35. Tricycles or battery powered riders

  36. Playground equipment

  37. Other sports or recreation equipment

Skip instructions:

<1-37, 77> if ITEM=8, 21, 23, 25, 26 go to INSTLSCR else go to S6BOTHER

06B

S6BOTHER

  • Reword the office machinery item code to ‘GPS devices, calculators, and fax machines’

  • Move video games to section 17 and split into two item codes in section 17 (one for rentals, one for purchases).

  • Combine item codes for radios, tape players/recorders, and sound components/systems into one item code

  • Collect ‘telephone answering machines’ under ‘telephones or accessories’ (delete ‘telephone answering machines’

  • Collect ‘smoke detectors’ under ‘other household appliances’

  • Remove rented option for items that cannot be rented (smoke detectors, other household appliances, computer accessories, portable memory, outboard motors)

Did you purchase or rent any other ^FillS6B_DESC?

  1. Yes

  2. No

FillS6B_DESC fill instructions:

If ITEM = 1, fill "small electrical kitchen appliances".

If ITEM = 2, fill "electric personal appliances".

If ITEM = 3, fill "smoke detectors".

If ITEM = 4, fill "electric floor cleaning equipment".

If ITEM = 5, fill "other household appliances".

If ITEM = 6, fill "sewing machines".

If ITEM = 7, fill "other office machines including fax machines and calculators".

If ITEM = 8, fill "PDAs".

If ITEM = 9, fill “digital book readers”

If ITEM = 10, fill "computers, computer systems or related hardware".

If ITEM = 11, fill "computer software ".

If ITEM = 12, fill “computer accessories”

If ITEM = 13, fill "portable memory, such as flash drives, memory card, and recordable discs and tapes"

If ITEM = 14, fill “video game hardware or accessories”

If ITEM = 15, fill “video games”

If ITEM = 16, fill " telephones or accessories ".

If ITEM = 17, fill "telephone answering machines".

If ITEM = 18, fill “photographic equipment ".

If ITEM = 19, fill " Musical instruments, supplies, and accessories ".

If ITEM = 20, fill "lawn mowing machinery or other yard equipment".

If ITEM = 21, fill "power tools".

If ITEM = 22, fill "non-power tools".

If ITEM = 23, fill "window air conditioners".

If ITEM = 24, fill "portable cooling or heating equipment".

If ITEM = 25, fill "Televisions, all types"

If ITEM = 26, fill " DVD Players, VCRs, DVRs, or video cameras "

If ITEM = 27, fill " Satellite dishes, receivers, or accessories "

If ITEM = 28, fill "Handheld personal music players"

If ITEM = 29, fill "radios"

If ITEM = 30, fill "tape recorders or players"

If ITEM = 31, fill "sound components, component systems, or compact disc sound systems"

If ITEM = 32, fill " sound or video equipment, including accessories"

If ITEM = 33, fill "general sports equipment"

If ITEM = 34, fill "health and exercise equipment"

If ITEM = 35, fill "camping equipment"

If ITEM = 36, fill "hunting and fishing equipment"

If ITEM = 37, fill "Winter sports equipment"

If ITEM = 38, fill "Water sports equipment"

If ITEM = 39, fill "Outboard motors"

If ITEM = 40, fill "Bicycles"

If ITEM = 41, fill "Tricycles/battery powered riders"

If ITEM = 42, fill "Playground equipment"

If ITEM = 43, fill "sport/recreation equip"

Skip instructions:

<1, 2, D, R> go to _APB_ITEM, next line on grid

Did you purchase [fill: or rent] any other ^FillS6B_DESC?

  1. Yes

  2. No

FillS6B_DESC fill instructions:

If ITEM = 1, fill "small electrical kitchen appliances".

If ITEM = 2, fill "electric personal appliances".

If ITEM = 3, fill " electric floor cleaning equipment ".

If ITEM = 4, fill " other household appliances ".

If ITEM = 5, fill " sewing machines ".

If ITEM = 6, fill "GPS devices, calculators, or fax machines".

If ITEM = 7, fill " digital book readers ".

If ITEM = 8, fill " computers, computer systems or related hardware ".

If ITEM = 9, fill “computer software”

If ITEM = 10, fill " computer accessories ".

If ITEM = 11, fill " portable memory, such as flash drives, memory card, and recordable discs and tapes ".

If ITEM = 12, fill “video game hardware or accessories”

If ITEM = 13, fill " telephones or accessories”"

If ITEM = 14, fill “photographic equipment”

If ITEM = 15, fill “Musical instruments, supplies, and accessories”

If ITEM = 16, fill " lawn mowing machinery or other yard equipment ".

If ITEM = 17, fill " power tools”.

If ITEM = 18, fill “non-power tools ".

If ITEM = 19, fill " window air conditioners ".

If ITEM = 20, fill " portable cooling or heating equipment ".

If ITEM = 21, fill " Televisions, all types ".

If ITEM = 22, fill " DVD Players, VCRs, DVRs, or video cameras ".

If ITEM = 23, fill " Satellite dishes, receivers, or accessories ".

If ITEM = 24, fill " Handheld personal music players ".

If ITEM = 25, fill " stereos, radios, speakers, and sound components, including those installed in vehicles "

If ITEM = 26, fill " sound or video equipment, including accessories "

If ITEM = 27, fill " general sports equipment "

If ITEM = 28, fill " health and exercise equipment "

If ITEM = 29, fill " camping equipment "

If ITEM = 30, fill " hunting and fishing equipment "

If ITEM = 31, fill " Winter sports equipment "

If ITEM = 32, fill " Water sports equipment "

If ITEM = 33, fill " Outboard motors "

If ITEM = 34, fill " Bicycles "

If ITEM = 35, fill " Tricycles/battery powered riders "

If ITEM = 36, fill " Playground equipment "

If ITEM = 37, fill " sport/recreation equip "



New fill instructions:

If ITEM= 1-3, 5-9, 12-32, or 34-37 fill “or rent” else leave blank

Skip instructions:

<1, 2, D, R> go to _APB_ITEM, next line on grid



Section 07 changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

07

EQB_ITEM

  • Collect service contracts together with maintenance/repair expenses

  • Reword item code 11 to specifically mention service contracts

  • Change #3 to INCLUDE audio/video repairs/maint. on those in vehicles

SCREEN 1

Since the first of ^REF_MONTH, did ^YOU_ANYMEM have any maintenance or repair expenses for any of the following items?

* Read each item on list

  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

SCREEN 2

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?

  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

Skip instructions:

<1-11> go to DESCRIPTION

Since the first of ^REF_MONTH, did ^YOU_ANYMEM have any expenses for service contracts, maintenance, or repairs for any of the following items –

* Read each item on list

  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, including 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 service contracts

Skip instructions:

<1-11> go to DESCRIPTION

07

Type_field

Delete Type_field - Collect service contracts together with maintenance/repair expenses

Show only field: “repair” or “service contract”

Delete variable.

07

RPRDESC

Collect service contracts together with maintenance/repair expenses

What ^Rprdesc_fill?

Fill instructions:

If RPAIRTYP=1, fill ‘was serviced or repaired’

If RPAIRTYP=2, fill ‘is covered by the service contract’

Skip instructions:

<30 characters> go to SRVCMOB

What did the service contract or repair cover?

<30 characters> go to SRVCMOB

07

SRVCMOB

Update question wording

In what month was the ^Srvcmob_fill?

  1. January

  2. February

  3. March

  4. April

  5. May

  6. June

  7. July

  8. August

  9. September

  10. October

  11. November

  12. December

Fill instructions:

If RPAIRTYP=1, fill “service or repair done”

If RPAIRTYP=2, fill “service contract purchased”

Skip instructions:

<REF_MONTH-CUR_MONTH, D, R> go to REPAIRX

In what month was the expense?

  1. January

  2. February

  3. March

  4. April

  5. May

  6. June

  7. July

  8. August

  9. September

  10. October

  11. November

  12. December

Skip instructions:

<REF_MONTH-CUR_MONTH, D, R> go to REPAIRX

07

REPAIRCM

  • Delete Repaircm fill and reword question due to collecting service contracts together with maintenance/repair expenses

  • Replace REPAIRCM11 fill in item list with “Heating/air conditioning service contracts”

  • Change #3 to INCLUDE audio/video repairs/maint. on those in vehicles

What other ^Repaircm was ^RPRDESC combined with?

* Enter all that apply, separate with commas

Repaircm fill instructions:

If RPAIRTYP=1 fill “service or repair” else if RPAIRTYP=2 fill “service contract”

RPRDESC fill instructions:

Insert data/answer provided in RPRDESC

  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. ^REPAIRCM11

  1. Misc. Combined (unable to specify/DK)

Skip instructions:

<1-11, 77> go to RPRMORE

What other service contracts, maintenance, or repairs was ^RPRDESC combined with?

* Enter all that apply, separate with commas

RPRDESC fill instructions:

Insert data/answer provided in RPRDESC

  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, including 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 service contracts

  1. Misc. Combined (unable to specify/DK)

Skip instructions:

<1-11, 77> go to RPRMORE

07

RPRMORE

  • Delete Rprmore_fill2 and reword question due to collecting service contracts together with maintenance/repair expenses

  • Change #3 to INCLUDE audio/video repairs/maint. on those in vehicles

Did you pay for any other ^Rprmore_fill2 for ^Rprmore_fill?

  1. Yes

  2. No

Rprmore_fill2 fill instructions:

If RPAIRTYP=1 fill “maintenance or repair” else if RPAIRTYP=2 fill “service contract”

Rprmore_fill fill instructions:

IF ITEM = 1, fill, "garbage disposals, range hoods, or builtin dishwashers"

IF ITEM = 2, fill, "other household appliances, such as washer, refrigerator, or range/oven"

IF ITEM = 3, fill "television, radio, video, or sound equipment, except those installed in autos or other vehicles"

IF ITEM = 4, fill, "computers, computer systems, or related equipment for non-business use"

IF ITEM = 5, fill "lawn or garden equipment"

IF ITEM = 6, fill "musical instruments or accessories"

IF ITEM = 7, fill "hand or power tools"

IF ITEM = 8, fill "photographic equipment"

IF ITEM = 9, fill "sport or recreational equipment"

IF ITEM = 10, fill "termite or pest control treatment"

IF ITEM = 11, fill "heating or air conditioning equipment"

Skip instructions:

<1, 2, D, R> go to ITEM, next line on grid

Did you pay for any other service contracts, maintenance, or repairs for ^Rprmore_fill?

  1. Yes

  2. No

Rprmore_fill fill instructions:

IF ITEM = 1, fill, "garbage disposals, range hoods, or builtin dishwashers"

IF ITEM = 2, fill, "other household appliances, such as washer, refrigerator, or range/oven"

IF ITEM = 3, fill "television, radio, video, or sound equipment, including those installed in autos or other vehicles"

IF ITEM = 4, fill, "computers, computer systems, or related equipment for non-business use"

IF ITEM = 5, fill "lawn or garden equipment"

IF ITEM = 6, fill "musical instruments or accessories"

IF ITEM = 7, fill "hand or power tools"

IF ITEM = 8, fill "photographic equipment"

IF ITEM = 9, fill "sport or recreational equipment"

IF ITEM = 10, fill "termite or pest control treatment"

IF ITEM = 11, fill "heating or air conditioning equipment"

Skip instructions:

<1, 2, D, R> go to ITEM, next line on grid



Section 08A changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

08A

FRA_ITEM

  • Combine ‘wall units’ and ‘other living room furniture’

  • Reword “lamps or other lighting fixtures” to include ceiling fans

  • Combine ‘kitchen or dining room linens’ and ‘other linens’ into one item code

  • Combine dishes and glasses item codes (‘plastic dinnerware,’ ‘china or other dinnerware,’ ‘glassware,’ ‘serving pieces other than silver,’ and ‘silver serving pieces’) and reorder it along with the flatware and nonelectric cook ware item codes

SCREEEN 1

Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased for ^YOU_YRCU or for someone outside of your household 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?

  8. Dining room or kitchen furniture?

  9. Mattresses or box springs?

  10. Bedroom furniture other than mattresses or box springs?

SCREEN 2

Have ^YOU_ANYMEM purchased any –

* Read each item on list

  1. Infants furniture?

  2. Infants equipment?

  3. Patio, porch, or outdoor furniture?

  4. Barbeque grills or outdoor decorative items?

  5. Office furniture for home use?

SCREEN 3

Have ^YOU_ANYMEM purchased any –

* Read each item on list

  1. Lamps or other lighting fixtures?

  2. Other household decorative items?

  3. Closet storage items?

  4. Travel items including luggage?

  5. Plastic dinnerware?

  6. China or other dinnerware?

  7. Stainless, silver, or other flatware?

  8. Glassware?

  9. Serving pieces other than silver?

  10. Non-electric cookware?

  11. Silver serving pieces?

SCREEN 4

Have ^YOU_ANYMEM purchased any –

* Read each item on list

  1. Bedroom linens?

  2. Bathroom linens?

  3. Kitchen or dining room linens?

  4. Other linens?

  5. Slipcovers, decorative pillows or cushions?

  6. Room size rugs or other non-permanent floor coverings, including carpet squares?

  7. Curtains or drapes?

  8. Blinds, shades, or other window coverings?


For screen 1, display Answer list options 1-10, 95, 888

For screen 2, display Answer list options 11-15, 95, 888

For screen 3, display Answer list options 16-26, 95, 888

For screen 4, display Answer list options 27-34, 99, 888

Skip instructions:

<1-34> go to FURNDESC

SCREEEN 1

Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased for ^YOU_YRCU or for someone outside of your household any –

* Read each item on list

  1. Sofas?

  2. Living room chairs?

  3. Living room tables?

  4. Ping-pong, pool tables or other similar recreation room items?

  5. Other living room, family, or recreation room furniture including desks, wall units, and shelving?

  6. Living room furniture combinations?

  7. Dining room or kitchen furniture?

  8. Mattresses or box springs?

  9. Bedroom furniture other than mattresses or box springs?

SCREEN 2

Have ^YOU_ANYMEM purchased any –

* Read each item on list

  1. Infants’ furniture?

  2. Infants’ equipment?

  3. Patio, porch, or outdoor furniture?

  4. Barbeque grills or outdoor decorative items?

  5. Office furniture for home use?

SCREEN 3

Have ^YOU_ANYMEM purchased any –

* Read each item on list

  1. Lamps, lighting fixtures, or ceiling fans?

  2. Other household decorative items?

  3. Closet storage items?

  4. Travel items including luggage?

  5. Stainless, silver, or other flatware?

  6. Non-electric cookware?

  7. Dishes, glasses, or serving pieces?

SCREEN 4

Have ^YOU_ANYMEM purchased any –

* Read each item on list

  1. Bedroom linens?

  2. Bathroom linens?

  3. Kitchen, dining room, or other linens?

  4. Slipcovers, decorative pillows or cushions?

  5. Room size rugs or other non-permanent floor coverings, including carpet squares?

  6. Curtains or drapes?

  7. Blinds, shades, or other window coverings?


For screen 1, display Answer list options 1-tbd, 95, 888

For screen 2, display Answer list options tbd-tbd, 95, 888

For screen 3, display Answer list options tbd- tbd, 95, 888

For screen 4, display Answer list options tbd - tbd, 99, 888

Skip instructions:

<1-28> go to FURNDESC

08A

S8A_CMB

  • Combine ‘wall units’ and ‘other living room furniture’

  • Reword “lamps or other lighting fixtures” to include ceiling fans

  • Combine ‘kitchen or dining room linens’ and ‘other linens’ into one item code

What was combined with ^STR1?

* Enter all that apply, separate with commas

  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?

  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. Room size rugs or other non-permanent floor coverings, including carpet squares?

  33. Curtains or drapes?

  34. Blinds, shades, or other window coverings?

  1. Misc. Combined (unable to specify/DK)

STR1 Fill instructions:

If ITEM = 1, fill "sofas"

If ITEM = 2, fill "living room chairs"

If ITEM = 3, fill "living room tables"

If ITEM = 4, fill "wall units, shelves or cabinets"

If ITEM = 5, fill "ping-pong, pool tables or other similar recreation room items"

If ITEM = 6, fill "other living room, family or recreation room furniture including desks"

If ITEM = 7, fill "living room furniture combinations"

If ITEM = 8, fill "dining room or kitchen furniture"

If ITEM = 9, fill "mattresses or box springs"

If ITEM = 10, fill "bedroom furniture other than mattresses or box springs"

If ITEM = 11, fill "infants furniture"

If ITEM = 12, fill "infants equipment"

If ITEM = 13, fill "patio, porch or outdoor furniture"

If ITEM = 14, fill "barbeque grills or outdoor decorative items"

If ITEM = 15, fill "office furniture for home use"

If ITEM = 16, fill "lamps or other lighting fixtures"

If ITEM = 17, fill "other household decorative items"

If ITEM = 18, fill "closet storage items"

If ITEM = 19, fill "travel items including luggage"

If ITEM = 20, fill "plastic dinnerware"

If ITEM = 21, fill "china or other dinnerware"

If ITEM = 22, fill "stainless, silver or other flatware"

If ITEM = 23, fill "glassware"

If ITEM = 24, fill "serving pieces other than silver"

If ITEM = 25, fill "non-electric cookware"

If ITEM = 26, fill "silver serving pieces"

If ITEM = 27, fill "bedroom linens"

If ITEM = 28, fill "bathroom linens"

If ITEM = 29, fill "kitchen and dining room linens"

If ITEM = 30, fill "other linens"

If ITEM = 31, fill "slipcovers, decorative pillows or cushions"

If ITEM = 32, fill "room size rugs or other non-permanent floor coverings, including carpet squares"

If ITEM = 33, fill "curtains or drapes"

If ITEM = 34, fill "blinds, shades or other window coverings"

Skip instructions:

<1-34, 77> go to ANYOTH8

What was combined with ^STR1?

* Enter all that apply, separate with commas

  1. Sofas?

  2. Living room chairs?

  3. Living room tables?

  4. Ping-pong, pool tables or other similar recreation room items?

  5. Other living room, family, or recreation room furniture including desks, wall units, and shelving?

  6. Living room furniture combinations?

  7. Dining room or kitchen furniture?

  8. Mattresses or box springs?

  9. Bedroom furniture other than mattresses or box springs?

  10. Infants furniture?

  11. Infants equipment?

  12. Patio, porch, or outdoor furniture?

  13. Barbeque grills or outdoor decorative items?

  14. Office furniture for home use?

  15. Lamps, lighting fixtures, or ceiling fans?

  16. Other household decorative items?

  17. Closet storage items?

  18. Travel items including luggage?

  19. Stainless, silver, or other flatware?

  20. Non-electric cookware?

  21. Dishes, glasses, or serving pieces?

  22. Bedroom linens?

  23. Bathroom linens?

  24. Kitchen, dining room, or other linens?

  25. Slipcovers, decorative pillows or cushions?

  26. Room size rugs or other non-permanent floor coverings, including carpet squares?

  27. Curtains or drapes?

  28. Blinds, shades, or other window coverings?

  1. Misc. Combined (unable to specify/DK)

STR1 Fill instructions:

If ITEM = 1, fill "sofas"

If ITEM = 2, fill "living room chairs"

If ITEM = 3, fill "living room tables"

If ITEM = 4, fill " ping-pong, pool tables or other similar recreation room items "

If ITEM = 5, fill " other living room, family, or recreation room furniture including desks, wall units, and shelving "

If ITEM = 6, fill " living room furniture combinations "

If ITEM = 7, fill " dining room or kitchen furniture "

If ITEM = 8, fill " mattresses or box springs "

If ITEM = 9, fill " bedroom furniture other than mattresses or box springs "

If ITEM = 10, fill " infants furniture "

If ITEM = 11, fill " infants equipment "

If ITEM = 12, fill " patio, porch or outdoor furniture "

If ITEM = 13, fill " barbeque grills or outdoor decorative items "

If ITEM = 14, fill " office furniture for home use "

If ITEM = 15, fill "lamps, lighting fixtures, or ceiling fans "

If ITEM = 16, fill " other household decorative items "

If ITEM = 17, fill " closet storage items "

If ITEM = 18, fill " travel items including luggage "

If ITEM = 19, fill " stainless, silver or other flatware "

If ITEM = 20, fill " non-electric cookware "

If ITEM = 21, fill " dishes, glasses, or serving pieces"

If ITEM = 22, fill " bedroom linens "

If ITEM = 23, fill " bathroom linens "

If ITEM = 24, fill " kitchen, dining room, or other linens "

If ITEM = 25, fill " slipcovers, decorative pillows or cushions "

If ITEM = 26, fill " room size rugs or other non-permanent floor coverings, including carpet squares "

If ITEM = 27, fill " curtains or drapes "

If ITEM = 28, fill " blinds, shades or other window coverings "

Skip instructions:

<1-28, 77> go to ANYOTH8



Section 09A changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

09A

CLA_ITEM

Combine ‘sweaters or sweater sets’ with ‘shirts, blouses, or tops’

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?

* Read each item on list

  1. Coats, jackets or furs

  2. Sports coats or tailored jackets

  3. Suits

  4. Vests

  5. Sweaters or sweater sets

  6. Pants, jean, or shorts

  7. Dresses

  8. Skirts

  9. Shirts, blouses, or tops

  10. Undergarments

  11. Hosiery

  12. Nightwear or loungewear

Have ^YOU_ANYMEM purchased any –

* Read each item on list

  1. Accessories

  2. Swimsuits or warm-up or ski suits

  3. Uniforms, for which the cost is not reimbursed

  4. Costumes

  5. Footwear, including athletic footwear

  6. Diapers

  7. Layettes

  8. Watches

  9. Jewelry

For screen 1, display Answer list options 1-12, 95, 888

For screen 2, display Answer list options 13-21, 99, 888

Skip instructions:

<1-21> go to CLODESCA

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?

* Read each item on list

  1. Coats, jackets or furs

  2. Sports coats or tailored jackets

  3. Suits

  4. Vests

  5. Shirts, sweaters, blouses, or tops

  6. Pants, jean, or shorts

  7. Dresses

  8. Skirts

  9. Undergarments

  10. Hosiery

  11. Nightwear or loungewear

Have ^YOU_ANYMEM purchased any –

* Read each item on list

  1. Accessories

  2. Swimsuits or warm-up or ski suits

  3. Uniforms, for which the cost is not reimbursed

  4. Costumes

  5. Footwear, including athletic footwear

  6. Diapers

  7. Layettes

  8. Watches

  9. Jewelry


For screen 1, display Answer list options 1-tbd, 95, 888

For screen 2, display Answer list options tbd-20, 99, 888

Skip instructions:

<1-20> go to CLODESCA

09A

CLOINOUT

Update skip instructions: Do not ask FORWHOM and FOROUTCU for ‘watches’ and ‘jewelry’ item codes.

Was this (were these) purchased for someone inside or outside of your household?

  1. Inside your household

  2. Outside your household

  3. Both inside and outside your household

Skip instructions:

<1> go to FORWHOM

<2, 3> go to FOROUTCU

<D, R> go to CLOTHMOA

Was this (were these) purchased for someone inside or outside of your household?

  1. Inside your household

  2. Outside your household

  3. Both inside and outside your household

Skip instructions:

<1> if CLA_ITEM=20 or 21, go to CLOTHMOA, else go to FORWHOM

<2, 3> if CLA_ITEM=20 or 21, go to CLOTHMOA, else go to FOROUTCU

<D, R> go to CLOTHMOA

09A

CLOTHMOA

Add same amount each month option for diapers

When did you purchase it?

  1. January

  2. February

  3. March

  4. April

  5. May

  6. June

  7. July

  8. August

  9. September

  10. October

  11. November

  12. December

Skip instructions:

<ref_month-cur_month, D, R> go to CLOTHXA

When did you purchase it?

^TempFillinstr

  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. ^S09_13Option

TempFillinstr fill instructions:

If ITEM=18, fill “* Enter 13 for same amount each month of the reference period” else leave blank

S09_13Option fill instructions:

If ITEM=18, fill “13. Same amount each month” else leave blank

Skip instructions:

<ref_month-cur_month, D, R> go to CLOTHXA

09A

CLOTHXA

Add same amount each month option for diapers

How much did it cost?

Value/skip instructions:

<1-999999> go to CLOTHTXA

<D,R> [go to CLOCMBA_S]

^CLOTHXA

CLOTHXA fill instructions:

If ITEM=18, fill “What is your monthly expense?” else fill “How much did it cost?

Value/skip instructions:

<1-999999> go to CLOTHTXA

<D,R> [go to CLOCMBA_S]

09A

CLOCMBA

Combine ‘sweaters or sweater sets’ with ‘shirts, blouses, or tops’

What other clothing is ^CLODESCA combined with?

* Enter all that apply, separate with commas.

  1. Coats, jackets or furs

  2. Sports coats or tailored jackets

  3. Suits

  4. Vests

  5. Sweaters or sweater vests

  6. Pants, jean, 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 footwear

  18. Diapers

  19. Layettes

  20. Watches

  21. Jewelry

  1. Misc. combined (unable to specify/DK)

Skip instructions:

<1-21, 77> go to CLOMOREA

What other clothing is ^CLODESCA combined with?

* Enter all that apply, separate with commas.

  1. Coats, jackets or furs

  2. Sports coats or tailored jackets

  3. Suits

  4. Vests

  5. Shirts, sweaters, blouses, or tops

  6. Pants, jean, or shorts

  7. Dresses

  8. Skirts

  9. Undergarments

  10. Hosiery

  11. Nightwear or loungewear

  12. Accessories

  13. Swimsuits or warm-up or ski suits

  14. Uniforms, for which the cost is not reimbursed

  15. Costumes

  16. Footwear, including athletic footwear

  17. Diapers

  18. Layettes

  19. Watches

  20. Jewelry

  1. Misc. combined (unable to specify/DK)

Skip instructions:

<1-21, 77> go to CLOMOREA

09A

CLOMOREA

Combine ‘sweaters or sweater sets’ with ‘shirts, blouses, or tops’

Did you purchase any other ^More_Fill?

  1. Yes

  2. No

Fill instructions:

If ITEM = 1, fill "coats, jackets or furs"

ITEM = 2, fill "sport coats or tailored jackets"

ITEM = 3, fill "suits"

ITEM = 4, fill "vests"

ITEM = 5, fill "sweaters or sweater sets"

ITEM = 6, fill "pants, jeans, or shorts"

ITEM = 7, fill "dresses"

ITEM = 8, fill "skirts"

ITEM = 9, fill "shirts, blouses or tops"

ITEM = 10, fill "undergarments"

ITEM = 11, fill "hosiery"

ITEM = 12, fill "nightwear or loungewear"

ITEM = 13, fill "accessories"

ITEM = 14, fill "swimsuits or warm-up or ski suits"

ITEM = 15, fill "uniforms, for which the cost is not reimbursed"

ITEM = 16, fill "costumes"

ITEM = 17, fill "footwear"

ITEM = 18, fill “diapers”

ITEM = 19, fill “layettes”

ITEM = 20, fill “watches”

ITEM = 21, fill “jewelry”

Skip instructions:

<1, 2, D, R> go to CLA_ITEM, next line of grid

Did you purchase any other ^More_Fill?

  1. Yes

  2. No

Fill instructions:

If ITEM = 1, fill "coats, jackets or furs"

ITEM = 2, fill "sport coats or tailored jackets"

ITEM = 3, fill "suits"

ITEM = 4, fill "vests"

ITEM = 5, fill "shirts, sweaters, blouses, or tops"

ITEM = 6, fill "pants, jeans, or shorts"

ITEM = 7, fill "dresses"

ITEM = 8, fill "skirts"

ITEM = 9, fill " undergarments "

ITEM = 10, fill " hosiery "

ITEM = 11, fill " nightwear or loungewear "

ITEM = 12, fill " accessories "

ITEM = 13, fill " swimsuits or warm-up or ski suits "

ITEM = 14, fill " uniforms, for which the cost is not reimbursed "

ITEM = 15, fill " costumes "

ITEM = 16, fill " footwear "

ITEM = 17, fill " diapers "

ITEM = 18, fill “layettes”

ITEM = 19, fill “watches”

ITEM = 20, fill “jewelry”

Skip instructions:

<1, 2, D, R> go to CLA_ITEM, next line of grid



Section 10 changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

10

RLV_ITEM

Delete AUTOTRKR

(Update skip instructions for RLV_ITEM)

SCREEN 1

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.

  1. Automobiles, trucks, vans, minivans, or SUVs

SCREEN 2

Since the first of ^REF_MONTH, have ^YOU_ANYMEM rented any other types of vehicles which were not used entirely for business?

* IF YES – Read each item on list

Did you rent any –

  1. Motor homes

  2. Trailer-type campers

  3. Other attachable-type campers

  4. Motorcycles, motor scooters, or mopeds (motorized bicycles)

  5. Boats with motors

  6. Boats without a motor

  7. Trailers other than a camper type, such as for a boat or cycle

  8. Private planes

  9. Other vehicles

Skip instructions:

<1> go to AUTOTRKR

<2-10> go to ANYVACAT

SCREEN 1

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.

  1. Automobiles, trucks, vans, minivans, or SUVs

SCREEN 2

Since the first of ^REF_MONTH, have ^YOU_ANYMEM rented any other types of vehicles which were not used entirely for business?

* IF YES – Read each item on list

Did you rent any –

  1. Motor homes

  2. Trailer-type campers

  3. Other attachable-type campers

  4. Motorcycles, motor scooters, or mopeds (motorized bicycles)

  5. Boats with motors

  6. Boats without a motor

  7. Trailers other than a camper type, such as for a boat or cycle

  8. Private planes

  9. Other vehicles

Skip instructions:

<1-10> go to ANYVACAT

10

AUTOTRKR

Delete AUTOTRKR

Is this vehicle an automobile or a truck, minivan, van or SUV?

  1. Automobile

  2. Truck, van, minivan, or SUV

Skip instructions:

< 1, 2, D, R> go to ANYVACAT

Delete question.

10

ANYVACAT

Allow vehicle rentals on trips to be collected in Section 10:

  • Delete FR instruction requiring trip car rentals to be collected in Section 18

  • Update skip instructions

Was the ^S10_RentDesc rented solely for use on a vacation, overnight trip, or a trip of 75 miles or more one way?

* Any vehicle rented on a trip will be collected in Section 18

  1. Yes

  2. No

Skip instructions:

<1> go to RENT_MORE

<2, D, R> go to RENTEXPX

Was the ^S10_RentDesc rented solely for use on a vacation, overnight trip, or a trip of 75 miles or more one way?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to RENTEXPX

10

MKMD_SCR

Delete AUTOTK

(update skip instructions for MKMD_SCR)

What is the make and model of this vehicle?

* If vehicle make and model is not found, key X

Skip instructions:

<30 characters> go to ANYBUSIN>

<D, R> go to AUTOK

<X> go to OTHMODEL

What is the make and model of this vehicle?

* If vehicle make and model is not found, key X

Skip instructions:

<30 characters, D, R> go to ANYBUSIN>

<X> go to OTHMODEL

10

OTHMODEL

Delete AUTOTK

(update skip instructions for OTHMODEL)

* Specify other make and model

Value/skip instructions:

<30 characters> go to AUTOTK

* Specify other make and model

Value/skip instructions:

<30 characters> go to ANYBUSIN

10

AUTOTK

Delete AUTOTK

Is this vehicle an automobile or a truck, van, minivan or SUV?

  1. Automobile

  2. Truck, van, minivan, or SUV

Skip instructions:

<1, 2, D, R> go to ANYBUSIN

Delete question.



Section 11 changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

11

OVB_ITEM

Add “including boats and planes” to screen 2 wording after “other types of vehicles”

Screen 1A

^S11_Screen1A

* IF YES – What kind of vehicle was it?

  1. ^AutoOrTruck

  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, such as for a boat or cycle

  9. Private plane

  10. Any other vehicle

Screen 1B

^CU_DoDoes ^YOU_YRCU own any automobiles, trucks, minivans, vans, or SUV’s which were not used entirely for business?

  1. ^AutoOrTruck

Screen 2

^CU_DoDoes ^YOU_YRCU own any other types of vehicles which are not used entirely for business?

* IF YES –

Do you own any –

  1. Motor home

  2. Trailer-type camper

  3. Other attachable-type camper

  4. Motorcycle, motor scooter, or moped (motorized bicycle)

  5. Boat, with motor

  6. Boat, without a motor

  7. Trailer other than a camper, such as for a boat or cycle

  8. Private plane

  9. Any other vehicle

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)s did you purchase?

  1. ^AutoOrTruck

  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, such as for a boat or cycle

  9. Private plane

  10. Any other vehicle

Screen 4

^CU_HaveHas1 ^YOU_YRCU disposed of ^any_anyauto other vehicles since the first of ^REF_MONTH?

* IF YES –

Which kind of vehicle(s) did you dispose of?

  1. ^AutoOrTruck

  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, such as for a boat or cycle

  9. Private plane

  10. Any other vehicle

S11_Screen1A fill instructions:

The first time Screen 1A is displayed fill: “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.

The second and subsequent times Screen 1A is displayed fill: “^CU_HaveHas1 ^YOU_YRCU purchased or acquired any other vehicles since the first of ^REF_MONTH?

Skip instructions:

<1> go to VEHICYR

<2-10> go to VEHBSNS

Screen 1A

^S11_Screen1A

* IF YES – What kind of vehicle was it?

  1. ^AutoOrTruck

  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, such as for a boat or cycle

  9. Private plane

  10. Any other vehicle

Screen 1B

^CU_DoDoes ^YOU_YRCU own any automobiles, trucks, minivans, vans, or SUV’s which were not used entirely for business?

  1. ^AutoOrTruck

Screen 2

^CU_DoDoes ^YOU_YRCU own any other types of vehicles including boats and planes which are not used entirely for business?

* IF YES –

Do you own any –

  1. Motor home

  2. Trailer-type camper

  3. Other attachable-type camper

  4. Motorcycle, motor scooter, or moped (motorized bicycle)

  5. Boat, with motor

  6. Boat, without a motor

  7. Trailer other than a camper, such as for a boat or cycle

  8. Private plane

  9. Any other vehicle

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)s did you purchase?

  1. ^AutoOrTruck

  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, such as for a boat or cycle

  9. Private plane

  10. Any other vehicle

Screen 4

^CU_HaveHas1 ^YOU_YRCU disposed of ^any_anyauto other vehicles since the first of ^REF_MONTH?

* IF YES –

Which kind of vehicle(s) did you dispose of?

  1. ^AutoOrTruck

  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, such as for a boat or cycle

  9. Private plane

  10. Any other vehicle

S11_Screen1A fill instructions:

The first time Screen 1A is displayed fill: “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.

The second and subsequent times Screen 1A is displayed fill: “^CU_HaveHas1 ^YOU_YRCU purchased or acquired any other vehicles since the first of ^REF_MONTH?

Skip instructions:

<1> go to VEHICYR

<2-10> go to VEHBSNS



Section 12A changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Change

12A

VEQ_ITEM

  • Simplify item list: combine ‘brake work,’ ‘steering or front-end work,’ ‘electrical system work,’ engine repair or replacement,’ ‘air conditioning work,’ ‘engine cooling system work,’ ‘exhaust system work,’ ‘clutch or transmission work,’ and ‘drive shaft or rear end work’ as ‘any other vehicle or engine repairs’

  • Collect audio/video in vehicles with those in section 6B

  • Delete vehicle cleaning supplies (make Diary only) and mention ‘including car washes’ in vehicle cleaning services

SCREEN 1

Since the first of ^REF_MONTH, have ^YOU_ANYMEM had expenses for any of the following?

* 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

SCREEN 2

Have ^YOU_ANYMEM had any expenses for –

* Read each item on list

  1. Exhaust system work

  2. Clutch or transmission work

  3. Body work or painting

  4. Shock absorber replacement

  5. Drive shaft or rear-end work

  6. Video equipment or installation

  7. Audio equipment or installation

  8. Vehicle accessories or customizing

  9. Vehicle cleaning services or cleaning supplies

  10. Other vehicle services, parts, or equipment

For screen 1, display Answer list options 1-12, 95, 888

For screen 2, display Answer list options 13-22, 99, 888

Skip instructions:

<1-22> go to VOPDESC

Since the first of ^REF_MONTH, have ^YOU_ANYMEM had expenses for any of the following?

* Read each item on list

  1. Oil change, lubrication, or oil filter

  2. Motor tune-up

  3. Battery purchases or installation

  4. Tire purchases or mounting

  5. Tire repair

  6. Front end alignment, wheel balancing, or wheel rotation

  7. Shock absorber replacement

  8. Body work or painting

  9. Any other vehicle or engine repairs

  10. Vehicle accessories or customizing

  11. Other vehicle services, parts, or equipment

  12. Vehicle cleaning services including car washes


Skip instructions:

<1-12> go to VOPDESC

12A

VOPDESC

Update skip instructions: Do not ask VOPLABOR for tire and battery item codes

What was the expense for?

Value/skip instructions:

<30 characters> go to VOPLABOR

What was the expense for?

Value/skip instructions:

<30 characters> if VEQ_ITEM= 3, 4, or 5 go to VOPMOA else go to VOPLABOR

12A

VOPCMB

Update fill instructions:

  • Simplify item list: combine ‘brake work,’ ‘steering or front-end work,’ ‘electrical system work,’ engine repair or replacement,’ ‘air conditioning work,’ ‘engine cooling system work,’ ‘exhaust system work,’ ‘clutch or transmission work,’ and ‘drive shaft or rear end work’ as ‘any other vehicle or engine repairs’

  • Collect audio/video in vehicles with those in section 6B

  • Delete vehicle cleaning supplies (make Diary only) and mention ‘including car washes’ in vehicle cleaning services

What expense was combined with the ^VOPCMB expense?

  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

  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, parts, or equipment

  1. Misc. combined (unable to specify/DK)

Skip instructions:

<1-22, 77> go to VOPREIMB

What expense was combined with the ^VOPCMB expense?

  1. Oil change, lubrication, or oil filter

  2. Motor tune-up

  3. Battery purchases or installation

  4. Tire purchases or mounting

  5. Tire repair

  6. Front end alignment, wheel balancing, or wheel rotation

  7. Shock absorber replacement

  8. Body work or painting

  9. Any other vehicle or engine repairs

  10. Vehicle accessories or customizing

  11. Other vehicle services, parts, or equipment

  12. Vehicle cleaning services including car washes

  1. Misc. combined (unable to specify/DK)

Skip instructions:

<1-22, 77> go to VOPREIMB



Section 12B changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Change

12B

Section 12B

Eliminate redundancy between 12B intro and item question (currently they cover the exact same stuff/wording)

N/A

If INTNMBR = 1 or NEWCU = 1 start section 12B at VLR_ITEM (skip over S12B_INTRO)

If INTNMBR = 2-5 and NEWCU ne 1 start section 12B at S12B_INTRO

12B

S12B_INTRO

Eliminate redundancy between 12B intro and item question (currently they cover the exact same stuff)

Now I am going to ask about driver’s licenses, vehicle inspection and vehicle registration.

[inventory data]

  1. Enter 1 to continue

Skip instructions:

<1> go to VLR_ITEM

“Driver’s licenses, vehicle inspection, vehicle registration, and personal property taxes for vehicles collected in the previous interview:

[inventory data]

  1. Enter 1 to continue

Skip instructions:

<1> go to VLR_ITEM

12B

VLR_ITEM

Move vehicle personal property taxes to Section 12B.

Since the first of ^REF_MONTH, have ^YOU_ANYMEM had any expenses for –

* Read each item on list

  1. Driver’s licenses?

  2. Vehicle inspection?

  3. State vehicle registration?

  4. Local vehicle registration?

Skip instructions:

<1-4> go to VREGDESC

Since the first of ^REF_MONTH, have ^YOU_ANYMEM had any expenses for –

* Read each item on list

  1. Driver’s licenses?

  2. Vehicle inspection?

  3. State vehicle registration?

  4. Local vehicle registration?

  5. Personal property taxes for vehicles?

Skip instructions:

<1-5> go to VREGDESC

12B

S12B_CMB

Move vehicle personal property taxes to Section 12B.

What was combined with the ^S12B_DESC expense?

* Enter all that apply, separate with commas

  1. Driver’s licenses?

  2. Vehicle inspection?

  3. State vehicle registration?

  4. Local vehicle registration?

Skip instructions:

<1-4> go to MOREREG

What was combined with the ^S12B_DESC expense?

* Enter all that apply, separate with commas

  1. Driver’s licenses?

  2. Vehicle inspection?

  3. State vehicle registration?

  4. Local vehicle registration?

  5. Personal property taxes for vehicles?

Skip instructions:

<1-5> go to MOREREG



Section 12C changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Change

12C

VOPGASX

  • Delete the word “gasohol”

  • Add “your”/”your household’s” fill

  • Make 12C question pattern consistent

Since the first of ^REF_MONTH, what has been your household’s AVERAGE MONTHLY expense for gasoline and other fuels (including gasohol) for all vehicles?

Value/skip instructions:

<1-9999> if VOPGASX gt 400, go to ERR1_VOPGASX else go to VOPDIES

<D, R> go to VOPDIES

Since the first of ^REF_MONTH not including this month --

What has been [fill: your/your household’s] AVERAGE MONTHLY expense for gasoline and other fuels for all vehicles?

Fill instructions:

If single person CU, fill “your” else fill “your household’s”

Value/skip instructions:

<1-9999> if VOPGASX gt 400, go to ERR1_VOPGASX else go to VOPDIES

<D, R> go to VOPDIES

12C

VOPDIES

Delete the words “the purchase of”

Was any of this expense for the purchase of diesel fuel?

  1. Yes

  2. No

Skip instructions:

<1> go to VOPDIESX

<2, D, R> go to VOPBSNS

Was any of this expense for diesel fuel?

  1. Yes

  2. No

Skip instructions:

<1> go to VOPDIESX

<2, D, R> go to VOPBSNS

12C

VOPOIL

  • Make 12C question pattern consistent

  • Gray out mentions of reference period/household in subsequent 12C questions

Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased any oil for operating vehicles?

  1. Yes

  2. No

<1> go to VOPOILX

<2> if INTNMBR=1 go to S12c_END else go to VOPFLUID

Since the first of ^REF_MONTH not including this month --

Have ^YOU_ANYMEM purchased any oil for operating vehicles?

  1. Yes

  2. No

Special instructions:

If VOPGASX=1 bold-black first line “Since the first of ^REF_MONTH not including this month – “ else gray out.

Skip instructions:

<1> go to VOPOILX

<2> if INTNMBR=1 go to S12c_END else go to VOPFLUID

12C

VOPOILX

Update skip instructions due to deleting VOPOILNT

What was the total cost?

Skip instructions:

<1-9999, D, R> go to VOPOILNT

What was the total cost?

Skip instructions:

<1-9999, D, R> if INTNMBR=1 go to S12C_END else go to VOPFLUID

12C

VOPOILNT

Make 12C question pattern consistent (Delete VOPOILNT and VOPOILNX)

Was any of this purchased this month?

  1. Yes

  2. No

Skip instructions:

<1> go to VOPOILNX

<2, D, R> if INTNMBR=1 go to S12C_END else go to VOPFLUID

Delete question.

12C

VOPOILNX

Make 12C question pattern consistent (Delete VOPOILNT and VOPOILNX)

How much was spent this month?

Value/skip instructions:

<1-9999, D, R> if INTNMBR=1 go to S12C_END else go to VOPFLUID

Delete question.

12C

VOPFLUID

  • Add windshield wiper fluid to VOPFLUID

  • Make 12C question pattern consistent

  • Gray out mentions of reference period/household in subsequent 12C questions

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?

  1. Yes

  2. No

Skip instructions:

<1> go to VOPFLUDX

<2, D, R> go to VOPPARK

Since the first of ^REF_MONTH not including this month --

Have ^YOU_ANYMEM purchased any antifreeze, brake fluid, transmission fluid, windshield wiper fluid, or additives, except if purchased with a tune-up?

  1. Yes

  2. No

Special instructions:

If VOPOIL=1 bold-black first line “Since the first of ^REF_MONTH not including this month – “ else gray out.

Skip instructions:

<1> go to VOPFLUDX

<2, D, R> go to VOPPARK

12C

VOPPARK

  • Make 12C question pattern consistent

  • Gray out mentions of reference period/household in subsequent 12C questions

  • Reword ‘garage rental’ and reorder parking examples

Since the first of ^REF_MONTH, have ^YOU_ANYMEM had expenses for –

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.

  1. Yes

  2. No

Skip instructions:

<1> go to VOPPARKX

<2, D, R> go to VOPTOLL

Since the first of ^REF_MONTH not including this month --

Had any expenses for parking, such as parking garages, parking lot fees, or parking meters? Do not include expenses that are part of your property ownership or rental costs, a business expense or expenses that will be totally reimbursed.

  1. Yes

  2. No

Special instructions:

If VOPFLUID=1 bold-black first line “Since the first of ^REF_MONTH not including this month – “ else gray out.

Skip instructions:

<1> go to VOPPARKX

<2, D, R> go to VOPTOLL

12C

VOPTOLL

  • Delete FR instruction on not reporting tolls from trips (allow tolls on trips to be collected in section 12 or 18)

  • Make 12C question pattern consistent

  • Gray out mentions of reference period/household in subsequent 12C questions

Since the first of ^REF_MONTH, have ^YOU_ANYMEM had expenses for –

Local tolls or electronic toll passes?

* Do not include tolls incurred on a trip

  1. Yes

  2. No

Skip instructions:

<1> go to VOPTOLLX

<2, D, R> go to VOPDOCK

Since the first of ^REF_MONTH not including this month, have ^YOU_ANYMEM had any expenses for –

Local tolls or electronic toll passes?

  1. Yes

  2. No

Special instructions:

If VOPPARK=1 bold-black first line “Since the first of ^REF_MONTH not including this month, have ^YOU_ANYMEM had any expenses for – “ else gray out.

Skip instructions:

<1> go to VOPTOLLX

<2, D, R> go to VOPDOCK

12C

VOPDOCK

  • Make 12C question pattern consistent

  • Gray out mentions of reference period/household in subsequent 12C questions

Since the first of ^REF_MONTH, have ^YOU_ANYMEM had expenses for –

Docking and landing fees for boats and planes?

  1. Yes

  2. No

Skip instructions:

<1> go to VOPDOCKX

<2, D, R> go to VOPPOLCY

Since the first of ^REF_MONTH not including this month, have ^YOU_ANYMEM had any expenses for –

Docking and landing fees for boats and planes?

  1. Yes

  2. No

Special instructions:

If VOPTOLL=1 bold-black first line “Since the first of ^REF_MONTH not including this month, have ^YOU_ANYMEM had any expenses for – “ else gray out.

Skip instructions:

<1> go to VOPDOCKX

<2, D, R> go to VOPPOLCY

12C

VOPPOLCY

  • Make 12C question pattern consistent

  • Gray out mentions of reference period/household in subsequent 12C questions

Since the first of ^REF_MONTH, not including ^CUR_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

Skip instructions:

<1> go to VOPPLCYX

<2, D, R> go to VOPAUTO

Since the first of ^REF_MONTH not including this 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

Special instructions:

If VOPDOCK=1 bold-black first line “Since the first of ^REF_MONTH not including this month, have ^YOU_ANYMEM had any expenses for – “ else gray out.

Skip instructions:

<1> go to VOPPLCYX

<2, D, R> go to VOPAUTO

12C

VOPAUTO

  • Make 12C question pattern consistent

  • Gray out mentions of reference period/household in subsequent 12C questions

  • Combine AAA and OnStar (from Section 17A) together

Since the first of ^REF_MONTH, not including ^CUR_MONTH, have ^YOU_ANYMEM had any expenses for automobile service clubs, such as AAA?

  1. Yes

  2. No

Skip instructions:

<1> go to VOPCLUBX

<2, D, R> go to VOPTOW

Since the first of ^REF_MONTH not including this month, have ^YOU_ANYMEM had any expenses for –

Automobile service clubs such as AAA or services s such as OnStar or LoJack?

  1. Yes

  2. No

Special instructions:

If VOPPOLCY=1 bold-black first line “Since the first of ^REF_MONTH not including this month, have ^YOU_ANYMEM had any expenses for – “ else gray out.

Skip instructions:

<1> go to VOPCLUBX

<2, D, R> go to VOPTOW

12C

VOPTOW

  • Make 12C question pattern consistent

  • Gray out mentions of reference period/household in subsequent 12C questions

Since the first of ^REF_MONTH, have ^YOU_ANYMEM had expenses for –

Towing charges, not already reported?

  1. Yes

  2. No

Skip instructions:

<1> go to VOPTOWX

<2, D, R> go to TANKGAS

Since the first of ^REF_MONTH not including this month, have ^YOU_ANYMEM had any expenses for –

Towing charges, not already reported?

  1. Yes

  2. No

Special instructions:

If VOPAUTO=1 bold-black first line “Since the first of ^REF_MONTH not including this month, have ^YOU_ANYMEM had any expenses for – “ else gray out.

Skip instructions:

<1> go to VOPTOWX

<2, D, R> go to TANKGAS

12C

TANKGAS

  • Make 12C question pattern consistent

  • Gray out mentions of reference period/household in subsequent 12C questions

Since the first of ^REF_MONTH, not including ^CUR_MONTH have ^YOU_ANYMEM had any expenses for bottled or tank gas for recreational vehicles, including vans, campers, and boats?

  1. Yes

  2. No

Skip instructions:

<1> go to TANKGASX

<2, D, R> go to S12C_END

Since the first of ^REF_MONTH not including this month, have ^YOU_ANYMEM had any expenses for –

Bottled or tank gas for recreational vehicles, including vans, campers, and boats?

  1. Yes

  2. No

Special instructions:

If VOPTOW=1 bold-black first line “Since the first of ^REF_MONTH not including this month, have ^YOU_ANYMEM had any expenses for – “ else gray out.

Skip instructions:

<1> go to TANKGASX

<2, D, R> go to S12C_END



Section 13A changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

13A

PLCYSTIL

Update skip instructions due to replacing PREMPAID with PREMYOU and PREMOTH

Do ^YOU_ANYMEM still have or make payments for the ^PLCYSTIL insurance policy from ^8500INSCOMP?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> if 8500.PREMPAID=3 or 4 go to S13A_END else go to INSEX3A

Do ^YOU_ANYMEM still have or make payments for the ^PLCYSTIL insurance policy from ^8500INSCOMP?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> if 8500.PREMYOU=2 go to S13A_END else go to INSEX3A



Section 13B changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

13B

INB_ITEM

Delete extra descriptive wording from homeowner’s and renter’s insurance item codes (keep info in info book and help screens)

^INB_ITEM_FILL

* 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. Homeowner’s 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?

Fill instructions:

If INTNMBR = 1, fill “Do ^YOU_ANYMEM have any pay for any – “ else fill “Since the first of ^REF_MONTH have ^YOU_ANYMEM purchased or begun paying for any”

Skip instructions:

<1-6> go to INSCOMP

^INB_ITEM_FILL

* 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. Homeowner’s insurance?

  4. Renters’ insurance?

  5. Automobile or other vehicle insurance?

  6. Other types of non-health insurance?

Fill instructions:

If INTNMBR = 1, fill “Do ^YOU_ANYMEM have any pay for any – “ else fill “Since the first of ^REF_MONTH have ^YOU_ANYMEM purchased or begun paying for any”

Skip instructions:

<1-6> go to INSCOMP

13B

INSDESC

Update skip instructions due to replacing PREMPAID with PREMYOU and PREMOTH

Briefly describe the policy.

Value/skip instructions:

<30 characters> if ITEM=3 go to INSPROP else go to PREMPAID

Briefly describe the policy.

Value/skip instructions:

<30 characters> if ITEM=3 go to INSPROP else go to PREMYOU

13B

INSPROP

Update skip instructions due to replacing PREMPAID with PREMYOU and PREMOTH

Which property (ies) does this policy cover?

* Enter number of each property covered, separate with commas.

1-20. PROPDESC[1-20]

99. Property not owned or rented by the household

Skip instructions:

<1-20, 99, D, R>go to PREMPAID

Which property (ies) does this policy cover?

* Enter number of each property covered, separate with commas.

1-20. PROPDESC[1-20]

99. Property not owned or rented by the household

Skip instructions:

<1-20, 99, D, R>go to PREMYOU

13B

PREMPAID

Replace PREMPAID with new questions PREMYOU and PREMOTH (delete PREMPAID)

Are the policy premiums paid –

  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?

<1, 2, D, R> go to PAYDEDPR

<3, 4> go to S13_S

Delete question.

13B

PREMYOU

Replace PREMPAID with new questions PREMYOU and PREMOTH (new questions)

N/A

Do ^YOU_YRCU pay ANY portion of the premiums for this policy?

  1. Yes

  2. No

Skip instructions:

<1, D, R> go to PAYDEDPR

<2> go to PREMOTH

13B

PREMOTH

Replace PREMPAID with new questions PREMYOU and PREMOTH (new questions)

N/A

Who pays the policy premiums?

  1. An employer or union?

  2. Another group or persons outside your household?

Skip instructions:

<1, 2, D, R> go to S13_S



Section 14A changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Wording/Specification

14A

S14A_INTRO

Remove the words “hospitalization and”

Now I am going to ask about hospitalization and health insurance.

  1. Enter 1 to continue

Skip instructions:

<1> if there are any records on the SCIF with 8500.IHB_STAT=1 go to BSect14ARow block else go to S14A_END

Now I am going to ask about health insurance.

  1. Enter 1 to continue

Skip instructions:

<1> if there are any records on the SCIF with 8500.IHB_STAT=1 go to BSect14ARow block else go to S14A_END

14A

HHISTILL

Update skip instructions due to replacing HHIPRMPD with HHIPRYOU and HHIPROTH

^DoDoes_C still ^HHISTILL?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> if 8500.HHIPRMPD=3, 4 go to S14A_END else go to HHIANYPD

^DoDoes_C still ^HHISTILL?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> if 8500.HHIPRYOU=2 go to S14A_END else go to HHIANYPD

14A

HHIANYPD

  • Reword question with new fill

  • Update skip instructions to include new questions

Since the first of ^REF_MONTH, were any payments made on this policy by ^YOU_ANYMEM? [(Include those made by payroll deductions.)]

  1. Yes

  2. No

Fill instructions:

If 8500.HHIPRDED = 1 then fill “(Include those made by payroll deductions.)” else leave blank.

Skip instructions:

<1> go to HHIPDAMT

<2, D, R> go to S14A_END

Since the first of ^REF_MONTH, have ^YOU_ANYMEM made any payments on this policy [including payroll deductions]?

  1. Yes

  2. No

Fill instructions:

If 8500.HHIPRDED = 1 then fill including payroll deductions” else leave blank.

Skip instructions:

<1> if 8500. HHIRPMPD = 1-9 go to HHILSTTM else go to HHIRPMPA

<2, D, R> go to S14A_END

14A

HHILSTTM

New question to review the payment time period for that was picked up in previous interview.

N/A

Last time, I recorded that payments are made [fill: once a week/once every 2 weeks/ etc.]. Is this still correct?

  1. Yes

  2. No

Fill instructions:

If 8500.HHIRPMPD = 1 then fill “once a week”

If 8500.HHIRPMPD = 2 then fill “once every 2 weeks”

If 8500.HHIRPMPD = 3 then fill “twice a month”

If 8500.HHIRPMPD = 4 then fill “once a month”

If 8500.HHIRPMPD = 5 then fill “every 2 months”

If 8500.HHIRPMPD = 6 then fill “every 3 months”

If 8500.HHIRPMPD = 7 then fill “every 4 months”

If 8500.HHIRPMPD = 8 then fill “every 6 months”

If 8500.HHIRPMPD = 9 then fill “once a year”

Skip instructions:

<1> go to HHIREGXA

<2, D, R> go to HHIRPMPA

14A

HHIRPMPA

New question to collect time period for payments.

N/A

How often are payments made [fill: including payroll deductions]?

  1. Once a week

  2. Once every 2 weeks

  3. Twice a month

  4. Once a month

  5. Every 2 months

  6. Quarterly (every 3 months)

  7. Once every 4 months

  8. Twice a year (every 6 months)

  9. Once a year

  10. Other

Fill instructions:

If 8500.HHIPRDED = 1 then fill including payroll deductions” else leave blank.

Skip instructions:

<1-9> go to HHIREGXA

<10, D, R> go to HHIPDAMT

14A

HHIREGXA

New question to collect payment rate.

N/A

What is the amount currently paid [fill: once a week/once every 2 weeks/… etc.]?

Fill instructions:

If (HHILSTTM =1 and 8500.HHIRPMPD = 1) or HHIRPMPA=1 then fill “once a week”

If (HHILSTTM =1 and 8500.HHIRPMPD = 2) or HHIRPMPA=2 then fill “once every 2 weeks”

If (HHILSTTM =1 and 8500.HHIRPMPD = 3) or HHIRPMPA=3 then fill “twice a month”

If (HHILSTTM =1 and 8500.HHIRPMPD = 4) or HHIRPMPA=4 then fill “once a month”

If (HHILSTTM =1 and 8500.HHIRPMPD = 5) or HHIRPMPA=5 then fill “every 2 months”

If (HHILSTTM =1 and 8500.HHIRPMPD = 6) or HHIRPMPA=6 then fill “every 3 months”

If (HHILSTTM =1 and 8500.HHIRPMPD = 7) or HHIRPMPA=7 then fill “every 4 months”

If (HHILSTTM =1 and 8500.HHIRPMPD = 8) or HHIRPMPA=8 then fill “every 6 months”

If (HHILSTTM =1 and 8500.HHIRPMPD = 9) or HHIRPMPA=9 then fill “once a year”

Value/skip instructions:

<1-999999, D, R> go to S14A_END

14A

HHIPDAMT

Add “since the first of ^REF_MONTH”

How much was paid?

Value/skip instructions:

<1-999999> go to HHICMXXA

<2, D, R> go to S14A_END

How much was paid since the first of ^REF_MONTH?

Value/skip instructions:

<1-999999> go to HHICMXXA

<2, D, R> go to S14A_END

14A

HHICMXXA

Add fill for HHIPDAMT

How much was paid this month?

Value/skip instructions:

<0-999999, D, R> go to S14A_END

How much of that [fill: HHIPDAMT/blank] was paid this month?

Fill instructions:

If HHIPDAMT ne D or R fill $HHIPDAMT else leave blank.

Value/skip instructions:

<0-999999, D, R> go to S14A_END

14A

HHIPDCHG

Delete question.

Have there been any changes to the terms of this policy such as premium amount or payment period?

  1. Yes

  2. No

Skip instructions:

<1> go to HHICHGSP

<2, D, R> go to S14A_END

Delete question.

14A

HHICHGSP

Delete question.

What were the changes?

* Specify:

Value/skip instructions:

<90 characters> go to S14A_END

Delete question.



Section 14B changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Wording/Specification

14B

HINCSMP

Remove the words “health insurance”

What is the name of the insurance company for this health insurance policy?

* Enter name of insurance company, not the insurance agent

Value/skip instructions:

<30 characters> go to HHIBCBS

What is the name of the insurance company for this policy?

* Enter name of insurance company, not the insurance agent

Value/skip instructions:

<30 characters> go to HHIBCBS

14B

HHICODE

  • Add FR instruction (reminder to not include Medicare prescription drug plans in item code 3 (commercial Medicare supplement)

  • Delete HHIFEET (update skip instructions for HHICODE)

  • Add new store instruction to store “Fee for service” in HINSDESC

What type of insurance plan is it?

  1. Health Maintenance Organization

  2. Fee for Service Plan

  3. Commercial Medicare Supplement

  4. Other special purpose plan

Store instructions:

IF HHICODE = 3, store "Medicare supplement" in HINSDESC

ELSEIF HHICODE = DK or RF store "unknown type" in HINSDESC

Skip instructions:

<1> go to HHIPOS

<2> go to HHIFEET

<3, D, R> go to HHIGROUP

<4> go to HHISPECT

What type of insurance plan is it?

* Do not include Medicare prescription drug plans in Commercial Medicare Supplements. Medicare prescription drug plans are collected in Part C.

  1. Health Maintenance Organization

  2. Fee for Service Plan

  3. Commercial Medicare Supplement

  4. Other special purpose plan

Store instructions:

IF HHICODE = 3, store "Medicare supplement" in HINSDESC

ELSEIF HHICODE = DK or RF store "unknown type" in HINSDESC

ELSEIF HHICODE = 2, store “Fee for service” in HINSDESC

Skip instructions:

<1> go to HHIPOS

<2-3, D, R> go to HHIGROUP

<4> go to HHISPECT

14B

HHIFEET

Delete HHIFEET

Is this fee for service plan a –

  1. Traditional Fee for Service Plan?

  2. Preferred Provider Option Plan?

Skip instructions:

<1, 2, D, R> go to HHIGROUP

Delete question.

14B

HHISPECT

Collect “mental health insurance” and “dread disease policy” under “other type of special purpose health insurance”

Is this special purpose insurance plan –

  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

Skip instructions:

<1-5, D, R> go to HHIGROUP

<6> go to OTHINTYP

Is this special purpose insurance plan –

  1. Dental insurance?

  2. Vision insurance?

  3. Prescription drug insurance?

  4. Other type of special purpose health insurance? – Specify

Skip instructions:

<1-3, D, R> go to HHIGROUP

<4> go to OTHINTYP

14B

HHIGROUP

Update skip instructions due to replacing HHIPRMPD with HHIPRYOU and HHIPROTH

Was the policy obtained on an individual or group basis?

  1. Individually obtained

  2. Group through place of employment

  3. Group through other organization

Skip instructions:

<1-3, D, R> go to HHIPRMPD

Was the policy obtained on an individual or group basis?

  1. Individually obtained

  2. Group through place of employment

  3. Group through other organization

Skip instructions:

<1-3, D, R> go to HHIPRYOU

14B

HHIPRMPD

Replace HHIPRMPD with HHIPRYOU and HHIPROTH (delete HHIPRMPD)

Are the policy premiums paid –

  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?

Skip instructions:

<1, 2, D, R> go to HHIPRDED

<3, 4> go to HHIMORE

Delete question.

14B

HHIPRYOU

Replace HHIPRMPD with HHIPRYOU and HHIPROTH (new questions)

N/A

Do ^YOU_YRCU pay ANY portion of the premiums for this policy?

  1. Yes

  2. No

Skip instructions:

<1, D, R> go to HHIPRDED

<2> go to HHIPROTH

14B

HHIPROTH

Replace HHIPRMPD with HHIPRYOU and HHIPROTH (new questions)

N/A

Who pays the policy premiums?

  1. An employer or union?

  2. Another group or persons outside your household?

Skip instructions:

<1, 2, D, R> go to HHIMORE

14B

HHIRPMXB

Rewrite question

What is your part of the regular health insurance payment ^HHIRPMXB?

Fill instructions:

If HHIPRDED=1 fill “including all payroll deductions”

Value/skip instructions:

<1-999999, D, R> go to HHIRPMPD

How much [fill: do you/does your household] currently spend for [fill: HINSCMP/this plan] [including payroll deductions]?

* Enter dollar amount for premium payments. Select time period in next question.

Fill instructions:

If single person CU fill “do you” else fill “does your household”

If HINSMP ne D or R fill “HINSMP” else fill “this plan”

If HHIPRDED=1 fill “including payroll deductions” else leave blank

Value/skip instructions:

<1-999999, D, R> go to HHIRPMPD

14B

HHIRPMPD

Rewrite question with additional response options

What period of time is covered by the regular payment?

  1. Week

  2. 2 Weeks

  3. Month

  4. Quarter

  5. 6 months

  6. Year

  7. Other -specify

Skip instructions:

<1-6> go to HHICPMTB

<7> go to PTIMEOTH

* Enter time period for premium payments.

  1. Once a week

  2. Once every 2 weeks

  3. Twice a month

  4. Once a month

  5. Every 2 months

  6. Quarterly (every 3 months)

  7. Once every 4 months

  8. Twice a year (every 6 months)

  9. Once a year

  10. Other

Skip instructions:

<1-9> go to HHIMORE

<10, D, R> go to HHIRGXB

14B

PTIMEOTH

Delete question.

* Specify:

Value/skip instructions:

<30 characters> go to HHICPMTB

Delete question.

14B

HHICPMTB

Delete question.

Since the first of ^REF_MONTH, were any payments made on this policy?

  1. Yes

  2. No

Skip instructions:

<1> go to HHIRPMTB

<2, D, R> go to HHIMORE

Delete question.

14B

HHIRPMTB

Delete question.

Was each payment in the amount of ^HHIRPMTB?

Value/skip instructions:

<1> go to HHIQPMTB

<2, D, R> go to HHIIRGXB

Delete question.

14B

HHIQPMTB

Delete question.

How many payments were made?

Value/skip instructions:

<1-15, D, R> go to HHICMXXB

Delete question.



Section 14C changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Wording/Specification

14C

CHGHHMCR

Create a fill for wording for single-person households

Last time you said that ^8500HHMCRCOV ^MEMBARE2 enrolled in Medicare. Has the number of household members enrolled in Medicare changed?

  1. Yes

  2. No

8500HHMCRCOV Fill instructions:

Fill entry in 8500.HHMCROV

MEMBARE2 fill instructions:

If 8500.HHMCRCOV=1 fill “household member was” else fill “household members were”

Skip instructions:

<1> HHMCRCOV

<2, D, R> if 8500.HHPARTD = 1 go to BUPDATEDP block else go to RETPARTD

^NEWFILL

  1. Yes

  2. No

NEWFILL fill instructions:

If single-person household (NUMHOUSE = 1) fill “Last time you said that you were enrolled in Medicare. Has that changed?

Else fill: “Last time you said that ^8500HHMCRCOV ^MEMBARE2 enrolled in Medicare. Has the number of household members enrolled in Medicare changed?

8500HHMCRCOV Fill instructions:

Fill entry in 8500.HHMCROV

MEMBARE2 fill instructions:

If 8500.HHMCRCOV=1 fill “household member was” else fill “household members were”

Skip instructions:

<1> HHMCRCOV

<2, D, R> if 8500.HHPARTD = 1 go to BUPDATEDP block else go to RETPARTD

14C

HHMCRENR

Set HHMCRCOV automatically for single-person household

Are ^YOU_ANYMEM presently enrolled in Medicare? Medicare is the Federal Health insurance plan.

  1. Yes

  2. No

Skip instructions:

<1> HHMCRCOV

<2, D, R> if 8500.MDCDENR = 1 go to CHGMDCDE else go to MDCDENR

Are ^YOU_ANYMEM presently enrolled in Medicare? Medicare is the Federal Health insurance plan.

  1. Yes

  2. No

If HHMCRENR=1 and NUMHOUSE=1, then set HHMCRCOV=1

Skip instructions:

<1> > if NUMHOUSE=1 and (INTNMBR=2 OR new CU) go to HHPARTD

ELSEIF NUMHOUSE=1 and (INTNMBR=3-5 and not a new CU AND 8500.HHPARTD=1) go to BUPDATEDP block

ELSEIF NUMHOUSE=1 go to RETPARTD

ELSEIF NUMHOUSE gt 1 go to HHMCRCOV

<2, D, R> if 8500.MDCDENR = 1 go to CHGMDCDE else go to MDCDENR

14C

RETPARTD

  • Eliminate text referring to Part D starting in November 2005 in FR instructions.

  • Set DRUGPLAN automatically for single-person households (change skip instructions for RETPARTD for single-person households)

Are ^YOU_ANYMEM presently enrolled in a Medicare Prescription Drug plan since the first of ^REF_MONTH?

* The Medicare Prescription Drug plan is also known as Medicare Part D, which is the plan that began enrollment in November 2005.

  1. Yes

  2. No

Skip instructions:

<1> go to DRUGPLAN

<2, D, R> if 8500.MDCDENR = 1 go to CHGMDCDE

Else if 8500.MDCDENR ne 1 go to MDCDENR

Are ^YOU_ANYMEM presently enrolled in a Medicare Prescription Drug plan since the first of ^REF_MONTH?

* The Medicare Prescription Drug plan is also known as Medicare Part D.

  1. Yes

  2. No

If RETPARTD=1 and NUMHOUSE=1, then set DRUGPLAN=1

Skip instructions:

<1> if NUMHOUSE go to BNEWDP block else go to DRUGPLAN

<2, D, R> if 8500.MDCDENR = 1 go to CHGMDCDE

Else if 8500.MDCDENR ne 1 go to MDCDENR

14C

HHPARTD

  • Eliminate text referring to Part D starting in November 2005 in FR instructions.

  • Set DRUGPLAN automatically for single-person households (change skip instructions for RETPARTD for single-person households)

Are ^YOU_ANYMEM presently enrolled in a Medicare Prescription Drug plan?

* The Medicare Prescription Drug plan is also known as Medicare Part D, which is the plan that began enrollment in November 2005.

Skip instructions:

<1> go to DRUGPLAN

<2, D, R> go to MDCDENR

Are ^YOU_ANYMEM presently enrolled in a Medicare Prescription Drug plan?

* The Medicare Prescription Drug plan is also known as Medicare Part D.

If HHPARTD=1 and NUMHOUSE=1, then set DRUGPLAN=1

Skip instructions:

<1> if NUMHOUSE = 1 go to BNEWDP block else go to DRUGPLAN

<2, D, R> go to MDCDENR

14C

DRUGPLAN

Eliminate the FR instruction for single person households since DRUGPLAN should now be skipped (and set automatically) for single-person households

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

Skip instructions:

<1-30> go to BNEWDP block

<D, R> go to MDCDENR

Who ^ENROLLED in a Medicare Prescription Drug plan?

* Enter line numbers for all that apply, separate with commas.

Skip instructions:

<1-30> go to BNEWDP block

<D, R> go to MDCDENR

14C

BNEWDP block

Reverse order of collecting month and year of Medicare Part D enrollment. If year is neither current nor previous year, do not ask month.

Current question order in BNEWDP block:

ENROLLMO

ENROLLYR

DRGPREMX

HHDRGSS

2013 question order in BNEWDP block:

ENROLLYR

ENROLLMO

DRGPREMX

HHDRGSS

14C

ENROLLMO

Reverse order of collecting month and year of Medicare Part D enrollment. If year is neither current nor previous year, do not ask month.

In what month and year did ^NAMEYOU enroll in the prescription drug plan?

* Enter month of enrollment

Value/skip instructions:

<1-12, D, R> go to ENROLLYR

In what month did ^NAMEYOU enroll in the prescription drug plan?

* Enter month of enrollment

Value/skip instructions:

<1-12, D, R> go to DRGPREMX

14C

ENROLLYR

Reverse order of collecting month and year of Medicare Part D enrollment. If year is neither current nor previous year, do not ask month.

* Enter year of enrollment

Value/skip instructions:

<2005-9000, D, R> go to DRGPREMX

In what year did ^NAMEYOU enroll in the prescription drug plan?

* Enter year of enrollment

Value/skip instructions:

<2005-9000> if entry = current year through current year +2, go to ENROLLMO

Else if entry = previous year AND CUR_MONTH = 1 (January), go to ENROLLMO

Else if entry = previous year AND CUR_MONTH = 2 (February) or 3 (March) AND INTNMBR = 2-5, go to ENROLLMO

Else go to DRGPREMX

<D, R> go to DRGPREMX

14C

STILLOTH

  • Delete references to CHAMPUS

  • Add YOU_ANYMEM fill

Are any members of your household still covered by a plan other than Medicare or Medicaid, such as TRICARE, CHAMPUS, or military health care?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to S14C_END

Are ^YOU_ANYMEM still covered by a plan other than Medicare or Medicaid, such as TRICARE or military health care?

  1. Yes

  2. No

Fill instructions:

If single person CU, fill “you” else fill “you or any members of your household

Skip instructions:

<1, 2, D, R> go to S14C_END

14C

OTHPLAN

Delete references to CHAMPUS

Are ^YOU_ANYMEM covered by any plan other than Medicare or Medicaid, such as TRICARE, CHAMPUS, or military health care?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to S14C_END

Are ^YOU_ANYMEM covered by any plan other than Medicare or Medicaid, such as TRICARE or military health care?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to S14C_END



Section 15A changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Wording/Specification

15A

S15A_INTRO

Reword intro

Now I am going to ask some questions about medical payments and reimbursements. I will begin with your payments.

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.

  1. Enter 1 to continue

Skip instructions:

<1> go to MDB_ITEM

Now I am going to ask some questions about medical payments and reimbursements. I will begin with your payments.

By payments I mean any co-pays and out-of-pocket expenses. Include all payments, even those for persons who are outside of your household.

  1. Enter 1 to continue

Skip instructions:

<1> go to MDB_ITEM

15A

MDB_ITEM

  • Reword “convalescent equipment” to “rehabilitative equipment”

  • Combine rental/purchase item codes for supportive/convalescent equipment together and add a rent/purchase follow-up

  • Combine rental/purchase item codes for medical equipment for general use together and add a rent/purchase follow-up

SCREEN 1

Since the first of ^REF_MONTH, have ^YOU_ANYMEM made any payments for the following?

* 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

SCREEN 2

Have ^YOU_ANYMEM made any payments for –

* Read each item on list

  1. Services by medical professionals other than physicians

  2. Physician services

  3. Lab tests or x-rays

  4. Care in convalescent or nursing homes

  5. Care for invalids, convalescents, handicapped, or elderly persons in the home

  6. Adult day care centers

  7. Other medical care and services

SCREEN 3

Have ^YOU_ANYMEM made any payments for –

* Read each item on list

  1. Hearing aids

  2. Prescription drugs

  3. Rental of supportive or convalescent equipment

  4. Purchase of supportive or convalescent equipment

  5. Rental of medical or surgical equipment for general use

  6. Purchase of medical or surgical equipment for general use

If SCREEN 1, display Answer list options 1-4, 95, 888

If SCREEN 2, display Answer list options 5-11, 95, 888

IF SCREEN 3, display Answer list options 12-17, 99, 888

Skip instructions:

<1-17> go to MEDPDESC

SCREEN 1

Since the first of ^REF_MONTH, have ^YOU_ANYMEM made any payments for the following?

* 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

SCREEN 2

Have ^YOU_ANYMEM made any payments for –

* Read each item on list

  1. Lab tests or x-rays

  2. Care in convalescent or nursing homes

  3. Care for invalids, convalescents, handicapped, or elderly persons in the home

  4. Adult day care centers

  5. Other medical care and services

  6. Hearing aids

  7. Prescription drugs

  8. Purchase or rental of supportive or rehabilitative equipment

  9. Purchase or rental of medical or surgical equipment for general use


If SCREEN 1, display Answer list options 1-6, 95, 888

If SCREEN 2, display Answer list options 7-15, 95, 888



Skip instructions:

<1-15> go to MEDPDESC

15A

MEDPDESC

Update skip instructions for new rental/purchase question for supportive/rehabilitative equipment and medical equipment for general use

* Ask if not apparent

Describe the care/service/item.

Value/skip instructions:

<30 characters> go to MEDPGFTC

* Ask if not apparent

Describe the care/service/item.

Value/skip instructions:

<30 characters> if MDB_ITEM=14 or 15 go to MEDPPRNT else go to MEDPGFTC

15A

MEDPPRNT

New question for items 14 (supportive/rehabilitative equipment) and 15 (medical equipment) on whether a purchase or rental

N/A

* Ask if not apparent

Was this a purchase or rental?

  1. Purchase

  2. Rental

Skip instructions:

<1, 2, D, R> go to MEDPGFTC

15A

MEDPGFTC

Update fills due to

  • Reword “convalescent equipment” to “rehabilitative equipment”

  • Combine rental/purchase item codes for supportive/convalescent equipment together

  • Combine rental/purchase item codes for medical equipment for general use together

* Ask if not apparent

^WasWere the ^Medpgftc_Fill for a member of your household or someone outside of your household?

  1. Household member

  2. Non-household member

Medpgftc_Fill fill instructions:

If ITEM = 1, fill "eye care"

If ITEM = 2, fill "eye glasses or contact lenses"

If ITEM = 3, fill "dental care"

If ITEM = 4, fill "hospital room/services"

If ITEM = 5, fill "services"

If ITEM = 6, fill "physician services"

If ITEM = 7, fill "lab tests/x-rays"

If ITEM = 8, fill "care in conv/nurse"

If ITEM = 9, fill "care for invalids/elderly persons in home"

If ITEM = 10, fill "adult day care centers"

If ITEM = 11, fill "other medical care"

If ITEM = 12, fill "hearing aid(s)"

If ITEM = 13, fill "prescription drugs"

If ITEM = 14, fill "rent supp/cov eq"

If ITEM = 15, fill "purchase supp/cov eq"

If ITEM = 16, fill "rent eq for gen. use

If ITEM = 17, fill "purchase eq. for gen use"

Skip instructions:

<1, 2, D, R> go to MEDPMTMO

* Ask if not apparent

^WasWere the ^Medpgftc_Fill for a member of your household or someone outside of your household?

  1. Household member

  2. Non-household member

Medpgftc_Fill fill instructions:

If ITEM = 1, fill "eye care"

If ITEM = 2, fill "eye glasses or contact lenses"

If ITEM = 3, fill "dental care"

If ITEM = 4, fill "hospital room/services"

If ITEM = 5, fill "services"

If ITEM = 6, fill "physician services"

If ITEM = 7, fill "lab tests/x-rays"

If ITEM = 8, fill "care in conv/nurse"

If ITEM = 9, fill "care for invalids/elderly persons in home"

If ITEM = 10, fill "adult day care centers"

If ITEM = 11, fill "other medical care"

If ITEM = 12, fill "hearing aid(s)"

If ITEM = 13, fill "prescription drugs"

If ITEM = 14, fill "supportive/rehabilitative equip"

If ITEM = 15, fill "medical equip for general use"

Skip instructions:

<1, 2, D, R> go to MEDPMTMO

15A

MEDPCMB

Update fills and answer list due to

  • Reword “convalescent equipment” to “rehabilitative equipment”

  • Combine rental/purchase item codes for supportive/convalescent equipment together

  • Combine rental/purchase item codes for medical equipment for general use together

What is ^S15_Desc combined with?

* Enter all that apply, separate with commas

  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

  1. Misc. combined (unable to specify/DK)

S15_Desc fill instructions:

if ITEM = 1, fill "eye examinations, treatment, or surgery"

if ITEM = 2, fill "the purchase of eye glasses or contact lenses"

if ITEM = 3, fill "dental care"

if ITEM = 4, fill "hospital room or hospital services"

if ITEM = 5, fill "services by medical professionals other than physicians"

if ITEM = 6, fill "physician services"

if ITEM = 7, fill "lab tests or x-rays"

if ITEM = 8, fill "care in convalescent or nursing homes"

if ITEM = 9, fill "care for invalids, convalescents,

handicapped, or elderly persons in the home"

if ITEM = 10, fill "adult day care centers"

if ITEM = 11, fill "other medical care and services"

if ITEM = 12, fill "hearing aids"

if ITEM = 13, fill "prescription drugs"

if ITEM = 14, fill "the rental of supportive or convalescent equipment"

if ITEM = 15, fill "the purchase of supportive or convalescent equipment"

if ITEM = 16, fill "the rental of medical or surgical equipment for general use"

if ITEM = 17, fill "the purchase of medical or surgical equipment for general use"

Skip instructions:

<1-17,77> go to MEDPMORE

What is ^S15_Desc combined with?

* Enter all that apply, separate with commas

  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

  1. Purchase or rental of supportive or rehabilitative equipment

  2. Purchase or rental of medical or surgical equipment for general use

  1. Misc. combined (unable to specify/DK)

S15_Desc fill instructions:

if ITEM = 1, fill "eye examinations, treatment, or surgery"

if ITEM = 2, fill "the purchase of eye glasses or contact lenses"

if ITEM = 3, fill "dental care"

if ITEM = 4, fill "hospital room or hospital services"

if ITEM = 5, fill "services by medical professionals other than physicians"

if ITEM = 6, fill "physician services"

if ITEM = 7, fill "lab tests or x-rays"

if ITEM = 8, fill "care in convalescent or nursing homes"

if ITEM = 9, fill "care for invalids, convalescents, handicapped, or elderly persons in the home"

if ITEM = 10, fill "adult day care centers"

if ITEM = 11, fill "other medical care and services"

if ITEM = 12, fill "hearing aids"

if ITEM = 13, fill "prescription drugs"

if ITEM = 14, fill "supportive rehabilitative equipment"

if ITEM = 15, fill "medical or surgical equipment for general use"

Skip instructions:

<1-17,77> go to MEDPMORE

15A

MEDPMORE

Update fills due to

  • Reword “convalescent equipment” to “rehabilitative equipment”

  • Combine rental/purchase item codes for supportive/convalescent equipment together

  • Combine rental/purchase item codes for medical equipment for general use together

Did ^YOU_ANYMEM make any other payments for ^S15_Desc?

  1. Yes

  2. No

S15_Desc fill instructions:

if ITEM = 1, fill "eye examinations, treatment, or surgery"

if ITEM = 2, fill "the purchase of eye glasses or contact

lenses"

if ITEM = 3, fill "dental care"

if ITEM = 4, fill "hospital room or hospital services"

if ITEM = 5, fill "services by medical professionals other

than physicians"

if ITEM = 6, fill "physician services"

if ITEM = 7, fill "lab tests or x-rays"

if ITEM = 8, fill "care in convalescent or nursing homes"

if ITEM = 9, fill "care for invalids, convalescents, handicapped, or elderly persons in the home"

if ITEM = 10, fill "adult day care centers"

if ITEM = 11, fill "other medical care and services"

if ITEM = 12, fill "hearing aids"

if ITEM = 13, fill "prescription drugs"

if ITEM = 14, fill "the rental of supportive or convalescent

equipment"

if ITEM = 15, fill "the purchase of supportive or

convalescent equipment"

if ITEM = 16, fill "the rental of medical or surgical

equipment for general use"

if ITEM = 17, fill "the purchase of medical or surgical

equipment for general use"

Skip instructions:

<1, 2, D, R> go to MDB_ITEM, next line on grid

Did ^YOU_ANYMEM make any other payments for ^S15_Desc?

  1. Yes

  2. No

S15_Desc fill instructions:

if ITEM = 1, fill "eye examinations, treatment, or surgery"

if ITEM = 2, fill "the purchase of eye glasses or contact lenses"

if ITEM = 3, fill "dental care"

if ITEM = 4, fill "hospital room or hospital services"

if ITEM = 5, fill "services by medical professionals other than physicians"

if ITEM = 6, fill "physician services"

if ITEM = 7, fill "lab tests or x-rays"

if ITEM = 8, fill " care in convalescent or nursing homes "

if ITEM = 9, fill " care for invalids, convalescents, handicapped, or elderly persons in the home "

if ITEM = 10, fill "adult day care centers"

if ITEM = 11, fill "other medical care and services"

if ITEM = 12, fill "hearing aids"

if ITEM = 13, fill "prescription drugs"

if ITEM = 14, fill " purchase or rental of supportive or rehabilitative equipment "

if ITEM = 15, fill " Purchase or rental of medical or surgical equipment for general use "



Skip instructions:

<1, 2, D, R> go to MDB_ITEM, next line on grid



Section 15B changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Wording/Specification

15B

S15B_INTRO

Reword S15B_INTRO to exclude other types of accounts beyond Flexible Spending Accounts (FSA) and Medical Savings Accounts (MSA).

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.

  1. Enter 1 to continue

Skip instructions:

<1> go to MDC_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 any consumer-driven health plans such as Flexible Spending Accounts (FSA), Health Reimbursement Accounts (HRA), Health Savings Accounts (HAS), High Deductible Health Plans (HDHP), or Medical Savings Accounts (MSA).

  1. Enter 1 to continue

Skip instructions:

<1> go to MDC_ITEM

15B

MDC_ITEM

  • Reword “convalescent equipment” to “rehabilitative equipment”

  • Combine rental/purchase item codes for supportive/convalescent equipment together and add a rent/purchase follow-up

  • Combine rental/purchase item codes for medical equipment for general use together and add a rent/purchase follow-up

SCREEN 1

Since the first of ^REF_MONTH, have ^YOU_ANYMEM received any medical reimbursements for the items I just asked about?

* IF YES – What did you get reimbursed 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

SCREEN 2

Have you received any reimbursements for –

* Read each item on list

  1. Services by medical professionals other than physicians

  2. Physician services

  3. Lab tests or x-rays

  4. Care in convalescent or nursing homes

  5. Care for invalids, convalescents, handicapped, or elderly persons in the home

  6. Adult day care centers

  7. Other medical care and services

SCREEN 3

Have you received any reimbursements for –

* Read each item on list

  1. Hearing aids

  2. Prescription drugs

  3. Rental of supportive or convalescent equipment

  4. Purchase of supportive or convalescent equipment

  5. Rental of medical or surgical equipment for general use

  6. Purchase of medical or surgical equipment for general use

If SCREEN 1, display Answer list options 1-4, 95, 888

If SCREEN 2, display Answer list options 5-11, 95, 888

IF SCREEN 3, display Answer list options 12-17, 99, 888

Skip instructions:

<1-17> go to MEDRDESC

SCREEN 1

Since the first of ^REF_MONTH, have ^YOU_ANYMEM received any medical reimbursements for the items I just asked about?

* IF YES – What did you get reimbursed 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

SCREEN 2

Have you received any reimbursements for –

* Read each item on list

  1. Lab tests or x-rays

  2. Care in convalescent or nursing homes

  3. Care for invalids, convalescents, handicapped, or elderly persons in the home

  4. Adult day care centers

  5. Other medical care and services

  6. Hearing aids

  7. Prescription drugs

  8. Purchase or rental of supportive or rehabilitative equipment

  9. Purchase or rental of medical or surgical equipment for general use


If SCREEN 1, display Answer list options 1-6, 95, 888

If SCREEN 2, display Answer list options 7-15, 95, 888



Skip instructions:

<1-15> go to MEDrDESC

15B

MEDRDESC

Update skip instructions for new rental/purchase question for supportive/rehabilitative equipment and medical equipment for general use

* Ask if not apparent

Describe the care/service/item.

Value/skip instructions:

<30 characters> go to MEDRGFTC

* Ask if not apparent

Describe the care/service/item.

Value/skip instructions:

<30 characters> if MDC_ITEM=14 or 15 go to MEDRPRNT else go to MEDRGFTC

15B

MEDRPRNT

New question for items 14 (supportive/rehabilitative equipment) and 15 (medical equipment) on whether a purchase or rental

N/A

* Ask if not apparent

Was this for a purchase or rental?

  1. Purchase

  2. Rental

Skip instructions:

<1, 2, D, R> go to MEDRGFTC

15B

MEDRGFTC

Update fills due to

  • Reword “convalescent equipment” to “rehabilitative equipment”

  • Combine rental/purchase item codes for supportive/convalescent equipment together

  • Combine rental/purchase item codes for medical equipment for general use together

* Ask if not apparent

^WereWas the ^Medrgftc_Fill for a member of your household or someone outside of your household?

  1. Household member

  2. Non-household member

Medrgftc_Fill fill instructions:

If ITEM = 1, fill "eye care"

If ITEM = 2, fill "eye glasses or contact lenses"

If ITEM = 3, fill "dental care"

If ITEM = 4, fill "hospital room or hospital services"

If ITEM = 5, fill "services"

If ITEM = 6, fill "physician services"

If ITEM = 7, fill "lab tests and x-rays"

If ITEM = 8, fill "care in convalescent or nursing homes"

If ITEM = 9, fill "care of invalids, convalescents, handicapped, or elderly persons in the home"

If ITEM = 10, fill "adult day care services"

If ITEM = 11 fill "other medical care"

If ITEM = 12, fill "hearing aid(s)"

If ITEM = 13, fill "prescription drugs"

If ITEM = 14 or 16, fill "equipment rented"

If ITEM = 15 or 17, fill "equipment purchased"

Skip instructions:

<1, 2, D, R> go to MEDRMBMO

* Ask if not apparent

^WereWas the ^Medrgftc_Fill for a member of your household or someone outside of your household?

  1. Household member

  2. Non-household member

Medrgftc_Fill fill instructions:

If ITEM = 1, fill "eye care"

If ITEM = 2, fill "eye glasses or contact lenses"

If ITEM = 3, fill "dental care"

If ITEM = 4, fill "hospital room or hospital services"

If ITEM = 5, fill "services"

If ITEM = 6, fill "physician services"

If ITEM = 7, fill "lab tests and x-rays"

If ITEM = 8, fill "care in convalescent or nursing homes"

If ITEM = 9, fill "care of invalids, convalescents, handicapped, or elderly persons in the home"

If ITEM = 10, fill "adult day care services"

If ITEM = 11 fill "other medical care"

If ITEM = 12, fill "hearing aid(s)"

If ITEM = 13, fill "prescription drugs"

If ITEM = 14, fill "supportive or rehabilitative equipment "

If ITEM = 15, fill "medical equipment "

Skip instructions:

<1, 2, D, R> go to MEDRMBMO

15B

MEDRCMB

Update fills due to

  • Reword “convalescent equipment” to “rehabilitative equipment”

  • Combine rental/purchase item codes for supportive/convalescent equipment together

Combine rental/purchase item codes for medical equipment for general use together

What other medical reimbursement is ^S15_Desc combined with?

* Enter all that apply, separate with commas

  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

  1. Misc. combined (unable to specify/DK)

S15_Desc fill instructions:

if ITEM = 1, fill "eye examinations, treatment, or surgery"

if ITEM = 2, fill "the purchase of eye glasses or contact lenses"

if ITEM = 3, fill "dental care"

if ITEM = 4, fill "hospital room or hospital services"

if ITEM = 5, fill "services by medical professionals other than physicians"

if ITEM = 6, fill "physician services"

if ITEM = 7, fill "lab tests or x-rays"

if ITEM = 8, fill "care in convalescent or nursing homes"

if ITEM = 9, fill "care for invalids, convalescents, handicapped, or elderly persons in the home"

if ITEM = 10, fill "adult day care centers"

if ITEM = 11, fill "other medical care and services"

if ITEM = 12, fill "hearing aids"

if ITEM = 13, fill "prescription drugs"

if ITEM = 14, fill "the rental of supportive or convalescent equipment"

if ITEM = 15, fill "the purchase of supportive or convalescent equipment"

if ITEM = 16, fill "the rental of medical or surgical equipment for general use"

if ITEM = 17, fill "the purchase of medical or surgical equipment for general use"


Skip instructions:

<1-17, 77> go to MEDRMORE

What other medical reimbursement is ^S15_Desc combined with?

* Enter all that apply, separate with commas

  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

  1. Purchase or rental of supportive or rehabilitative equipment

  2. Purchase or rental of medical or surgical equipment for general use

  1. Misc. combined (unable to specify/DK)

S15_Desc fill instructions:

if ITEM = 1, fill "eye examinations, treatment, or surgery"

if ITEM = 2, fill "the purchase of eye glasses or contact lenses"

if ITEM = 3, fill "dental care"

if ITEM = 4, fill "hospital room or hospital services"

if ITEM = 5, fill "services by medical professionals other than physicians"

if ITEM = 6, fill "physician services"

if ITEM = 7, fill "lab tests or x-rays"

if ITEM = 8, fill "care in convalescent or nursing homes"

if ITEM = 9, fill " care for invalids, convalescents, handicapped, or elderly persons in the home "

if ITEM = 10, fill "adult day care centers"

if ITEM = 11, fill "other medical care and services"

if ITEM = 12, fill "hearing aids"

if ITEM = 13, fill "prescription drugs"

if ITEM = 14, fill "supportive rehabilitative equipment"

if ITEM = 15, fill "medical or surgical equipment for general use"



Skip instructions:

<1-17,77> go to MEDRMORE

15B

MEDRMORE

Update fills due to

  • Reword “convalescent equipment” to “rehabilitative equipment”

  • Combine rental/purchase item codes for supportive/convalescent equipment together

  • Combine rental/purchase item codes for medical equipment for general use together

Did ^YOU_ANYMEM receive any other reimbursements for ^S15_Desc?

  1. Yes

  2. No

S15_Desc fill instructions:

if ITEM = 1, fill "eye examinations, treatment, or surgery"

if ITEM = 2, fill "the purchase of eye glasses or contact

lenses"

if ITEM = 3, fill "dental care"

if ITEM = 4, fill "hospital room or hospital services"

if ITEM = 5, fill "services by medical professionals other

than physicians"

if ITEM = 6, fill "physician services"

if ITEM = 7, fill "lab tests or x-rays"

if ITEM = 8, fill "care in convalescent or nursing homes"

if ITEM = 9, fill "care for invalids, convalescents,

handicapped, or elderly persons in the home"

if ITEM = 10, fill "adult day care centers"

if ITEM = 11, fill "other medical care and services"

if ITEM = 12, fill "hearing aids"

if ITEM = 13, fill "prescription drugs"

if ITEM = 14, fill "the rental of supportive or convalescent

equipment"

if ITEM = 15, fill "the purchase of supportive or

convalescent equipment"

if ITEM = 16, fill "the rental of medical or surgical

equipment for general use"

if ITEM = 17, fill "the purchase of medical or surgical

equipment for general use"

Skip instructions:

<1, 2, D, R> go to MDB_ITEM, next line on grid

Did ^YOU_ANYMEM receive any other reimbursements for ^S15_Desc?

  1. Yes

  2. No

S15_Desc fill instructions:

if ITEM = 1, fill "eye examinations, treatment, or surgery"

if ITEM = 2, fill "the purchase of eye glasses or contact lenses"

if ITEM = 3, fill "dental care"

if ITEM = 4, fill "hospital room or hospital services"

if ITEM = 5, fill "services by medical professionals other than physicians"

if ITEM = 6, fill "physician services"

if ITEM = 7, fill "lab tests or x-rays"

if ITEM = 8, fill " care in convalescent or nursing homes "

if ITEM = 9, fill " care for invalids, convalescents,

handicapped, or elderly persons in the home "

if ITEM = 10, fill "adult day care centers"

if ITEM = 11, fill "other medical care and services"

if ITEM = 12, fill "hearing aids"

if ITEM = 13, fill "prescription drugs"

if ITEM = 14, fill " purchase or rental of supportive or rehabilitative equipment "

if ITEM = 15, fill " Purchase or rental of medical or surgical equipment for general use "

Skip instructions:

<1, 2, D, R> go to MDB_ITEM, next line on grid



Section 16 changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Wording/Specification

16

EDA_ITEM

  • Add FR instruction reminding not to collect payments on student loans since they are collected in the assets/liabilities section

  • Reword “nursery school” to “preschool”

Since the first of ^REF_MONTH, have ^YOU_ANYMEM paid for any –

* Read each item on list

* Baby sitting and in home day care are collected in Section 19A

  1. Any recreational lessons or other instructions?

  2. Nursery school or child day care centers?

  3. Tuition?

  4. Housing while attending school?

  5. Food or board while attending school?

  6. Private school bus service?

  7. Test preparation or tutoring services?

  8. Purchase of any school books, supplies, or equipment which has not already been reported?

  9. Other school related expenses not already reported?

Skip instructions:

<1-9> go to EDUDESC

Since the first of ^REF_MONTH, have ^YOU_ANYMEM paid for any –

* Read each item on list

* Babysitting and in-home day care are collected in Section 19A

* Do not include payments on student loans. They are collected in Section 22

  1. Recreational lessons or other instructions?

  2. Preschool or child day care centers?

  3. Tuition?

  4. Housing while attending school?

  5. Food or board while attending school?

  6. Private school bus service?

  7. Test preparation or tutoring services?

  8. Purchase of any school books, supplies, or equipment which has not already been reported?

  9. Other school related expenses not already reported?

Skip instructions:

<1-9> go to EDUDESC

16

EDUCGFTC

Update skip instructions so that EDSCHL_A is only asked for tuition (#3) and books (#8)

Was this expense for?

  1. Someone inside the household?

  2. Someone outside the household?

Skip instructions:

<1, 2, D, R> go to EDSCHL_A

Was this expense for?

  1. Someone inside the household?

  2. Someone outside the household?

Skip instructions:

<1, 2, D, R> if EDUC_AY=100, 200, 310, 320, 340, 345, or 360 go to EDMONTHA else go to EDSCHL_A

16

EDUCMB

Reword “nursery school” to “preschool”

What was combined with ^EDU_DESCRIPTION?

* Enter all that apply, separate with commas

  1. Recreational lessons or other instructions

  2. Nursery school or child day care centers

  3. Tuition

  4. Housing while attending school

  5. Food or board while attending school

  6. Private school bus service

  7. Test preparation or tutoring services

  8. Purchase of any school books, supplies, or equipment which has not already been reported

  9. Other school related expenses not already reported

  1. Misc. combined (unable to specify/DK)

EDU_DESCRIPTION fill instructions:

If ITEM = 1, fill "recreational lessons or other instructions"

If ITEM = 2, fill "nursery school or child day care centers"

If ITEM = 3, fill "tuition"

If ITEM = 4, fill "housing while attending school"

If ITEM = 5, fill "food or board while attending school"

If ITEM = 6, fill "private school bus service"

If ITEM = 7, fill "test preparation or tutoring services"

If ITEM = 8, fill "purchase of any school books, supplies, or equipment which has not already been reported"

If ITEM = 9, fill "other school related expenses not already reported"


Skip instructions:

<1-9, 77> go to EDREIMBS

What was combined with ^EDU_DESCRIPTION?

* Enter all that apply, separate with commas

  1. Recreational lessons or other instructions

  2. Preschool or child day care centers

  3. Tuition

  4. Housing while attending school

  5. Food or board while attending school

  6. Private school bus service

  7. Test preparation or tutoring services

  8. Purchase of any school books, supplies, or equipment which has not already been reported

  9. Other school related expenses not already reported

  1. Misc. combined (unable to specify/DK)

EDU_DESCRIPTION fill instructions:

If ITEM = 1, fill "recreational lessons or other instructions"

If ITEM = 2, fill "preschool or child day care centers"

If ITEM = 3, fill "tuition"

If ITEM = 4, fill "housing while attending school"

If ITEM = 5, fill "food or board while attending school"

If ITEM = 6, fill "private school bus service"

If ITEM = 7, fill "test preparation or tutoring services"

If ITEM = 8, fill "purchase of any school books, supplies, or equipment which has not already been reported"

If ITEM = 9, fill "other school related expenses not already reported"


Skip instructions:

<1-9, 77> go to EDREIMBS

16

EDREIMB

Add an FR instruction reminding not to include reimbursements from dependent flexible spending accounts (FSA)

Has any of this amount been or will any of it be reimbursed by an employer, agency, or other person?

  1. Yes

  2. No

Skip instructions:

<1> go to EDREIMBX

<2, D, R> go to MORE

Has any of this amount been or will any of it be reimbursed by an employer, agency, or other person?

* Do not include reimbursements from dependent flexible spending accounts (FSA).

  1. Yes

  2. No

Skip instructions:

<1> go to EDREIMBX

<2, D, R> go to MORE

16

EDREIMBX

Add an FR instruction reminding not to include reimbursements from dependent flexible spending accounts (FSA)

How much was or will be reimbursed?

Value/skip instructions:

<1-999999> if entry lt 15 or gt 6000 go to ERR1_REIMBX else go to MORE

<D, R> go to MORE

How much was or will be reimbursed?

* Do not include reimbursements from dependent flexible spending accounts (FSA).

Value/skip instructions:

<1-999999> if entry lt 15 or gt 6000 go to ERR1_REIMBX else go to MORE

<D, R> go to MORE



Section 17A changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Wording/Specification

17A

SUB_INTRO

Split last sentence into two

Now I am going to ask about expenses for subscriptions, memberships, books, and entertainment. Please remember to include any payments you made online or had automatically deducted and include any shipping and handling charges with the cost of any item that was shipped.

  1. Enter 1 to continue

Skip instructions:

<1> go to SUB_ITEM

Now I am going to ask about expenses for subscriptions, memberships, books, and entertainment. Please remember to include any payments you made online or had automatically deducted. Also, include any shipping and handling charges with the cost of any item that was shipped.

  1. Enter 1 to continue

Skip instructions:

<1> go to SUB_ITEM

17A

SUB_ITEM

  • Combine 17A and 17B together

  • Move ‘other social organizations’ to ‘civic, service, or fraternal organizations’

  • Combine single and season tickets

  • Separate out tickets for movies, parks, or museums

  • Delete/move OnStar (GPS) services to 12C (to combine with AAA)

  • Move video games (purchased, rented) from Section 6B to 17

SCREEN 1

Since the first of ^REF_MONTH have ^YOU_ANYMEM purchased any of the following items for your household or for someone outside your household?

* Read each item on list.

  1. Subscriptions to newspapers, magazines, or periodicals. Include online subscriptions.

  2. Books purchased from a book club

  3. Season tickets to theater, concert series, opera, other musical series, or amusement parks

  4. Season tickets to sporting events

  5. Encyclopedias or other reference books

SCREEN 2

Have ^YOU_ANYMEM had any membership costs or other expenses related to any of the following? Do not include contributions to or membership in religious, professional, business, or other tax deductible organizations.

* Read each item on list

  1. Golf courses, country clubs, and other social organizations

  2. Health clubs, fitness centers, swimming pools, weight loss centers, or other sports and recreational organizations

  3. Vacation clubs

  4. Civic, service, or fraternal organizations

  5. Credit card membership fees

  6. Shopping memberships including warehouse clubs like Sam’s club and discount memberships like Amazon Prime

  7. Services that use Global Positioning System or GPS, such as OnStar, not already reported

  8. Direct or online dating services

For Screen 1, display Answer list options 1-5, 95, 888

For Screen 2, display Answer list options 6-13, 99, 888

Skip instructions:

<1-13> go to SUBDESC

SCREEN 1

Since the first of ^REF_MONTH have ^YOU_ANYMEM had any membership costs or other expenses related to any of the following? Do not include contributions to or membership in religious, professional, business, or other tax deductible organizations.

* Read each item on list.

  1. Golf courses or country clubs

  2. Health clubs, fitness centers, swimming pools, weight loss centers, or other sports or recreational organizations

  3. Fees for participating in sports such as golf, bowling, biking, hockey, football, or swimming

  4. Vacation clubs

  5. Civic, service, fraternal, or other social organizations

  6. Credit card membership fees

  7. Shopping club memberships including warehouse clubs like Sam’s Club and discount memberships like Amazon Prime

  8. Direct or online dating services

SCREEN 2

Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased any of the following items for your household or for someone outside your household?

* Read each item on list

  1. Single or season tickets to spectator sports events such as football, baseball, hockey, racing, or track events

  2. Single or season tickets to plays, operas, or concerts

  3. Tickets to movies, parks, or museums

  4. Single copies of newspapers, magazines, or periodicals including digital

  5. Subscriptions to newspapers, magazines, or periodicals, including digital

  6. Encyclopedias or other reference books

  7. Books purchased through a book club

  8. Books or digital books not purchased through a book club. Do not include school books or reference books.

SCREEN 3

Have you purchased any –

* Read each item on list

* Report blank tapes, CDs, and DVD in Section 6B under item code 11

  1. Photographic film or disposable cameras

  2. Film processing or the printing of digital photography

  3. Purchased music files, CDs, or records

  4. Subscription music services such as Rhapsody or Pandora

  5. Purchased video files, Blu-Ray discs, or DVDs

  6. Rented video files or DVDs

  7. Streaming video subscriptions

  8. Purchased video games, not including computer games

  9. Rented video games

  10. Applications, games, or ringtones for a cellphone or mobile device not already reported

  11. Online games or other internet entertainment sites

For Screen 1, display Answer list options 1-TBD, 95, 888

For Screen 2, display Answer list options TBD-TBD, 99, 888

For Screen 3, display Answer list options TBD-27, 99, 888

Skip instructions:

<1-13> go to SUBDESC

17A

S17GFTCA

Update skip instructions for new month question (SUBMO)

Was this purchase for your household or someone outside your household?

  1. For household

  2. For someone outside your household

Skip instructions:

<1, 2, D, R> go to S17PURXA

Was this purchase for your household or someone outside your household?

  1. For household

  2. For someone outside your household

Skip instructions:

<1, 2, D, R> go to SUBMO

17A

SUBMO

New question for month with 13 Same amount each month fill

N/A

In what month did you have this expense?

^S17_TmpFillinstr

  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. ^S17_13Option

S17_TmpFillinstr fill instructions:

If SUB_ITEM= 1-2, 8, 15, 20, 22-23, 25, fill “* Enter 13 for same amount each month of the reference period” else leave blank

^S17_13Option fill instructions:

If SUB_ITEM= 1-2, 8, 15, 20, 22-23, 25, fill “13. Same amount each month” else do not show response option

Skip instructions:

<REF_MONTH – CUR_MONTH> go to SUBEXPX

<13> if SUB_ITEM= 3-7, 9-14, 16-19, 21,24, 26, or 27 go to CK_MONTH else go to SUBEXPX

<D, R> go to SUBEXPX

17A

S17PURXA

Delete question.

What was the total cost since the first of ^REF_MONTH?

^SHIPHANDL

SHIPHANDL Fill instructions:

If S17CODEA=150-700 fill “(Include shipping and handling fees.)” else leave blank

Skip instructions:

<1-999999> [IF (ITEMCODEOUT = 150, 200 and AMOUNT lt 7 or

gt 145) OR

(ITEMCODEOUT = 500 and AMOUNT lt 5 or gt 720)

OR (ITEMCODEOUT = 600 and AMOUNT lt 5 or gt 2500)

OR (ITEMCODEOUT = 700 and AMOUNT lt 5 or gt 550)

OR (ITEMCODEOUT = 800 or 830 and AMOUNT lt 5 or gt

1060)

OR (ITEMCODEOUT = 810, 820, 840 and AMOUNT lt 5 or

gt 300)

OR (ITEMCODEOUT = 910 and AMOUNT lt 5 or gt 1000)

OR (ITEMCODEOUT = 930 and AMOUNT lt 5 or gt 1200)

then goto ERR1_AMOUNT)

[ELSE goto S17CMEXX]

<D, R> go to S17CMEXX

Delete question.

17A

S17CMEXX

Delete question.

How much of the total amount was paid this month?

Value/skip instructions:

<0-999999, D, R> go to S17A0THR

Delete question.

17A

SUBEXPX

New question.

N/A

^SUBEXPX

^Ticketservfee

SUBEXPX fill instructions:

If SUBMO=1-12, D, or R fill “What was the total amount of this expense?” else fill “What is your monthly expense?

Ticketservfee fill instructions:

If SUB_ITEM=9-11, fill “* Include ticket/admission service fees and surcharges.

Value/skip instructions:

<0-999999, D, R> if SUB_ITEM = 19, 21, 22, 23, or 26 go to S17ACM_S else go to S17AOTHR

17A

S17ACM_S

New question.

N/A

* Enter a ‘C’ for a combined expense.

Value/skip instructions:

<C> go to

<empty> go to S17AOTHR

17A

S17ACMB

New question.

N/A

What other expense is the ^S17ACMB_Fill combined with?

* Enter all that apply, separate with commas.

  1. Purchased music files, CDs, or records

  1. Purchased video files, Blu-Ray discs, or DVDs

  2. Rented video files or DVDs

  3. Streaming video subscriptions

  1. Applications, games, or ringtones for a cellphone or mobile device not already reported

S17ACMB_Fill fill instructions:

If ITEM=19 fill “music files or discs”

If ITEM=21 fill “videos or discs”

If ITEM=22 fill “rented videos or discs”

If ITEM=23 fill “streaming video subscription”

If ITEM=26 fill “apps, games, or ringtones”

Skip instructions:

< 19, 21-23, 26> go to S17AOTHR

17A

S17AOTHR

Update fills due to

  • Combine 17A and 17B together

  • Move ‘other social organizations’ to ‘civic, service, or fraternal organizations’

  • Combine single and season tickets

  • Separate out tickets for movies, parks, or museums

  • Delete/move OnStar (GPS) services to 12C (to combine with AAA)

  • Move video games (purchased, rented) from Section 6B to 17

Did you ^PURCHASE_PAY any other ^S17A0THR?

  1. Yes

  2. No

PURCHASE_PAY fill instructions:

If SUB_ITEM=1-5 fill “purchase” else fill “pay for”

S17AOTHR fill instructions:

IF ITEM = 1, fill "subscriptions to newspapers, magazines,

or periodicals"

IF ITEM = 2, fill "books from a book club"

IF ITEM = 3, fill "season tickets to theater, concert series, opera, other musical series, or amusement parks"

IF ITEM = 4, fill "season tickets to sporting events"

IF ITEM = 5, fill "encyclopedias or other sets of reference books"

IF ITEM = 6, fill "golf courses, country clubs, or other social organizations"

IF ITEM = 7, fill "health clubs, fitness centers, swimming pools, weight loss centers, or other sports and recreational organizations"

IF ITEM = 8, fill "vacation clubs"

IF ITEM = 9, fill "civic, service, or fraternal organizations"

IF ITEM = 10, fill "credit card membership fees"

IF ITEM = 11, fill "shopping memberships"

IF ITEM = 12, fill "services that use Global Positioning

Systems, or GPS such as Onstar, not already reported"

IF ITEM = 13, fill "direct or online dating services"

Skip instructions:

<1, 2, D, R> go to SUB_ITEM, next line of grid

Did you ^PURCHASE_PAY any other ^S17A0THR?

  1. Yes

  2. No

PURCHASE_PAY fill instructions:

If SUB_ITEM=9-19, 21, 24, or 26 fill “purchase” else fill “pay for”

S17AOTHR fill instructions:

IF ITEM = 1, fill "golf courses or country clubs"

IF ITEM = 2, fill "health clubs, fitness centers, swimming pools, weight loss centers, or other sports or recreational organizations"

IF ITEM = 3, fill "fees for participating in sports"

IF ITEM = 4, fill "vacation clubs"

IF ITEM = 5, fill "civic, service, fraternal, or other social organizations"

IF ITEM = 6, fill "credit card membership fees"

IF ITEM = 7, fill "shopping club memberships or discount memberships"

IF ITEM = 8, fill "direct or online dating services"

IF ITEM = 9, fill "single or season tickets to spectator sports events"

IF ITEM = 10, fill "single or season tickets to plays, operas, or concerts"

IF ITEM = 11, fill "tickets to movies, parks, or museums"

IF ITEM = 12, fill "single copies of newspapers, magazines, or periodicals, including digital"

IF ITEM = 13, fill "subscriptions to newspapers, magazines, or periodicals, including digital"

If ITEM=14, fill “encyclopedias or other reference books”

If ITEM=15, fill “books purchased through a book club”

If ITEM=16, fill “books or digital books not purchased through a book club”

If ITEM=17, fill “photographic film or disposable cameras”

If ITEM=18, fill “film processing or printing of digital photography”

If ITEM=19, fill " music files or discs "

IF ITEM = 20, fill "Subscription music serviceS"

IF ITEM = 21, fill "Purchased video files/discs"

IF ITEM = 22, fill "Rented video files /discs"

IF ITEM = 23, fill " Streaming video subscriptions "

IF ITEM = 24, fill " Purchased video games"

IF ITEM = 25, fill " Rented video games"

IF ITEM = 26, fill " Apps/games/ringtones mobile device "

IF ITEM = 27, fill "Online games/internet entertainment"



Skip instructions:

<1, 2, D, R> go to SUB_ITEM, next line of grid



Section 17B changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Wording/Specification

17B

SPORTFEE

Delete (move to 17A)

Since the first of ^REF_MONTH have ^YOU_ANYMEM….

Paid any fees for participating in sports such as golf, bowling, biking, hockey, football, or swimming?

  1. Yes

  2. No

Skip instructions:

<1> go to S17BE

<2> go to SPORTADM

Delete question (move item to 17A)

17B

SPORTADM

Delete (move to 17A)

Since the first of ^REF_MONTH, have ^YOU_ANYMEM…

Paid any single admissions to spectator sports such as football, baseball, hockey, racing, or track events?

* Include ticket/admission service fees and surcharges.

  1. Yes

  2. No

Skip instructions:

<1> go to S17BE

<2> go to RECADMIT

Delete question (move item to 17A)

17B

RECADMIT

Delete (move to 17A)

Since the first of ^REF_MONTH, have ^YOU_ANYMEM…

Paid any single admissions to performances such as movies, plays, operas, or concerts?

* Include ticket/admission service fees and surcharges.

  1. Yes

  2. No

Skip instructions:

<1> go to S17BE

<2> go to ENTADMIT

Delete question (move item to 17A)

17B

ENTADMIT

Delete (move to 17A)

Since the first of ^REF_MONTH, have ^YOU_ANYMEM…

Paid any single admissions to other entertainment activities such as museums, amusement parks, zoos, or state parks?

* Include ticket/admission service fees and surcharges.

  1. Yes

  2. No

Skip instructions:

<1> go to S17BE

<2> go to OTHEBKRF

Delete question (move item to 17A)

17B

OTHRBKRF

Delete (move to 17A)

Since the first of ^REF_MONTH, have ^YOU_ANYMEM…

Bought any books, including paperbacks, which were not purchased through a book club? Do not include school books or reference books.

  1. Yes

  2. No

Skip instructions:

<1> go to S17BE

<2> go to NEWSMAG

Delete question (move item to 17A)

17B

NEWSMAG

Delete (move to 17A)

Since the first of ^REF_MONTH, have ^YOU_ANYMEM…

Purchased single copies of newspapers, magazines, or periodicals (non-subscription)?

  1. Yes

  2. No

Skip instructions:

<1> go to S17BE

<2> go to FILM

Delete question (move item to 17A)

17B

FILM

Delete (move to 17A)

Since the first of ^REF_MONTH, have ^YOU_ANYMEM…

Purchased any photographic film?

  1. Yes

  2. No

Skip instructions:

<1> go to S17BE

<2> go to FILMPRCS

Delete question (move item to 17A)

17B

FILMPRCS

Delete (move to 17A)

Since the first of ^REF_MONTH, have ^YOU_ANYMEM…

Paid for film processing or the printing of digital photographs?

  1. Yes

  2. No

Skip instructions:

<1> go to S17BE

<2> go to RECORDYN

Delete question (move item to 17A)

17B

RECORDYN

Delete (move to 17A)

Since the first of ^REF_MONTH, have ^YOU_ANYMEM…

Purchased CDs, audio tapes, or records?

* Report blank video tapes or blank DVDs in Section 6B under item code 13

  1. Yes

  2. No

Skip instructions:

<1> go to S17BE

<2> go to AUDIOFIL

Delete question (move item to 17A)

17B

AUDIOFIL

Delete (move to 17A)

Since the first of ^REF_MONTH, have ^YOU_ANYMEM…

Paid to listen to or download music files?

  1. Yes

  2. No

Skip instructions:

<1> go to S17BE

<2> go to VIDEOPUR

Delete question (move item to 17A)

17B

VIDEOPUR

Delete (move to 17A)

Since the first of ^REF_MONTH, have ^YOU_ANYMEM…

Purchased any Blu-ray discs, DVDs, or VHS tapes?

* Report blank video tapes or blank DVDs in Section 6B under item code 13

  1. Yes

  2. No

Skip instructions:

<1> go to S17BE

<2> go to VIDEORNT

Delete question (move item to 17A)

17B

VIDEORNT

Delete (move to 17A)

Since the first of ^REF_MONTH, have ^YOU_ANYMEM…

Rented any Blu-ray discs, DVDs, or VHS tapes?

  1. Yes

  2. No

Skip instructions:

<1> go to S17BE

<2> go to VIDEOFIL

Delete question (move item to 17A)

17B

VIDEOFIL

Delete (move to 17A)

Since the first of ^REF_MONTH, have ^YOU_ANYMEM…

Paid to view or download video files?

  1. Yes

  2. No

Skip instructions:

<1> go to S17BE

<2> go to APPGMRNG

Delete question (move item to 17A)

17B

APPGMRNG

Delete (move to 17A)

Since the first of ^REF_MONTH, have ^YOU_ANYMEM…

Purchased any applications, games, or ringtones for a cell phone or other handheld device, not already reported?

  1. Yes

  2. No

Skip instructions:

<1> go to S17BE

<2> go to ONLINENT

Delete question (move item to 17A)

17B

ONLINENT

Delete (move to 17A)

Since the first of ^REF_MONTH, have ^YOU_ANYMEM…

Paid for online games or other internet entertainment sites?

  1. Yes

  2. No

Skip instructions:

<1> go to S17BE

<2> go to S17B_END

Delete question (move item to 17A)

17B

S17BE

Delete question

What was the total expense?

Value/skip instructions:

<1-99999> go to S17BCM

<D, R> go to S17B_END

Delete question.

17B

S17BCM

Delete question

How much of the total amount was spent this month?

Value/skip instructions:

<0-999999, D, R> go to next appropriate screener

Delete question.



Section 18BC changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Wording/Specification

18BC

TRPTRNS

Combine car and truck rental

Starting at the beginning of this trip, please tell me all the kinds of transportation ^YOU_ANYMEM used from the time you (they) left home to the time you (they) got back home.

* Enter all that apply, separate with commas

  1. Local (taxi, etc.)

  2. Airplane

  3. Train

  4. Bus

  5. Ship

  6. Automobile (Rented)

  7. Truck, van (Rented)

  8. Motorcycle, moped (Rented)

  9. Private plane (Rented)

  10. Boat, trailer (Rented)

  11. Camper (Rented)

  12. Other vehicles (Rented)

  13. Automobiles or other vehicles privately owned or leased by household

  14. Vehicle owned by someone else (Private)

  15. Other transport (Private)

Skip instructions:

<1-15> if 1 selected go to CMLOCALX;
else if 2 selected go to CMPLANEX;
else if 3 selected go to CMTRAINX;
else if 4 selected go to CMBUSX;
else if 5 selected go to CMSHIPX;
else if 6 selected go to RTCARX;
else if 7 selected go to RTTRUCKX;
else if 8 selected go to RTMOPEDX;
else if 9 selected go to RTPLANEX;
else if 10 selected go to RTBOATX;
else if 11 selected go to RTCAMPX;
else if 12 selected go to RTCAMPX;
else if 13-15 selected go to ANYGAS

<D, R> go to LODGING

Starting at the beginning of this trip, please tell me all the kinds of transportation ^YOU_ANYMEM used from the time you (they) left home to the time you (they) got back home.

* Enter all that apply, separate with commas

  1. Local (taxi, etc.)

  2. Airplane

  3. Train

  4. Bus

  5. Ship

  6. Automobile, truck, van (rented)

  7. Motorcycle, moped (rented)

  8. Private plane (rented)

  9. Boat, trailer (rented)

  10. Camper (rented)

  11. Other vehicles (rented)

  12. Automobiles or other vehicles privately owned or leased by household

  13. Vehicle owned by someone else (private)

  14. Other transport (private)

Skip instructions:

<1-15> if 1 selected go to CMLOCALX;
else if 2 selected go to CMPLANEX;
else if 3 selected go to CMTRAINX;
else if 4 selected go to CMBUSX;
else if 5 selected go to CMSHIPX;
else if 6 selected go to RTCARX;
else if 7 selected go to RTMOPEDX;
else if 8 selected go to RTPLANEX;
else if 9 selected go to RTBOATX;
else if 10 selected go to RTCAMPX;
else if 11 selected go to RTCAMPX;
else if 12-14 selected go to ANYGAS

<D, R> go to LODGING

18BC

CMLOCALX

Update skip instructions due to combining car and truck rental

How much did ^YOU_ANYMEM spend for local transportation (taxi, etc.) ^FillOtherThanPackage?

Skip instructions:

<0-999999, D, R> if entry gt 640 and ne DK or RF go to ERR1_CMLOCALX

Else if 2 is selected in TRPTRNS go to CMPLANEX

Else if 3 is selected in TRPTRNS, go to CMTRAINX

Else if 4 is selected in TRPTRNS, go to CMBUSX

Else if 5 is selected in TRPTRNS, go to CMSHIPX

Else if 6 is selected in TRPTRNS, go to RTCARX

Else if 7 is selected in TRPTRNS, go to RTTRUCKX

Else if 8 is selected in TRPTRNS, go to RTMOPEDX

Else if 9 is selected in TRPTRNS, go to RTPLANEX

Else if 10 is selected in TRPTRNS, go to RTBOATX

Else if 11 is selected in TRPTRNS, go to RTCAMPX

Else if 12 is selected in TRPTRNS, go to RTOTHERX

Else if 13-15 are selected in TRPTRNS, go to ANYGAS

Else go to LODGING

How much did ^YOU_ANYMEM spend for local transportation (taxi, etc.) ^FillOtherThanPackage?

Skip instructions:

<0-999999, D, R> if entry gt 640 and ne DK or RF go to ERR1_CMLOCALX

Else if 2 is selected in TRPTRNS go to CMPLANEX

Else if 3 is selected in TRPTRNS, go to CMTRAINX

Else if 4 is selected in TRPTRNS, go to CMBUSX

Else if 5 is selected in TRPTRNS, go to CMSHIPX

Else if 6 is selected in TRPTRNS, go to RTCARX

Else if 7 is selected in TRPTRNS, go to RTMOPEDX

Else if 8 is selected in TRPTRNS, go to RTPLANEX

Else if 9 is selected in TRPTRNS, go to RTBOATX

Else if 10 is selected in TRPTRNS, go to RTCAMPX

Else if 11 is selected in TRPTRNS, go to RTOTHERX

Else if 12-14 are selected in TRPTRNS, go to ANYGAS

Else go to LODGING

18BC

CMPLANEX

Update skip instructions due to combining car and truck rental

How much did ^YOU_ANYMEM spend for airfare ^FillOtherThanPackage?

Skip instructions:

<0-999999, D, R> if entry gt 2000 and ne DK or RF go to ERR1_CMPLANEX

Else if 3 is selected in TRPTRNS, go to CMTRAINX

Else if 4 is selected in TRPTRNS, go to CMBUSX

Else if 5 is selected in TRPTRNS, go to CMSHIPX

Else if 6 is selected in TRPTRNS, go to RTCARX

Else if 7 is selected in TRPTRNS, go to RTTRUCKX

Else if 8 is selected in TRPTRNS, go to RTMOPEDX

Else if 9 is selected in TRPTRNS, go to RTPLANEX

Else if 10 is selected in TRPTRNS, go to RTBOATX

Else if 11 is selected in TRPTRNS, go to RTCAMPX

Else if 12 is selected in TRPTRNS, go to RTOTHERX

Else if 13-15 are selected in TRPTRNS, go to ANYGAS

Else go to LODGING

How much did ^YOU_ANYMEM spend for airfare ^FillOtherThanPackage?

Skip instructions:

<0-999999, D, R> if entry gt 2000 and ne DK or RF go to ERR1_CMPLANEX

Else if 3 is selected in TRPTRNS, go to CMTRAINX

Else if 4 is selected in TRPTRNS, go to CMBUSX

Else if 5 is selected in TRPTRNS, go to CMSHIPX

Else if 6 is selected in TRPTRNS, go to RTCARX

Else if 7 is selected in TRPTRNS, go to RTMOPEDX

Else if 8 is selected in TRPTRNS, go to RTPLANEX

Else if 9 is selected in TRPTRNS, go to RTBOATX

Else if 10 is selected in TRPTRNS, go to RTCAMPX

Else if 11 is selected in TRPTRNS, go to RTOTHERX

Else if 12-14 are selected in TRPTRNS, go to ANYGAS

Else go to LODGING

18BC

CMTRAINX

Update skip instructions due to combining car and truck rental

How much did ^YOU_ANYMEM spend for train fare ^FillOtherThanPackage?

Skip instructions:

<0-999999, D, R> if entry gt 800 and ne DK or RF go to ERR1_CMTRAINX

Else if 4 is selected in TRPTRNS, go to CMBUSX

Else if 5 is selected in TRPTRNS, go to CMSHIPX

Else if 6 is selected in TRPTRNS, go to RTCARX

Else if 7 is selected in TRPTRNS, go to RTTRUCKX

Else if 8 is selected in TRPTRNS, go to RTMOPEDX

Else if 9 is selected in TRPTRNS, go to RTPLANEX

Else if 10 is selected in TRPTRNS, go to RTBOATX

Else if 11 is selected in TRPTRNS, go to RTCAMPX

Else if 12 is selected in TRPTRNS, go to RTOTHERX

Else if 13-15 are selected in TRPTRNS, go to ANYGAS

Else go to LODGING

How much did ^YOU_ANYMEM spend for train fare ^FillOtherThanPackage?

Skip instructions:

<0-999999, D, R> if entry gt 800 and ne DK or RF go to ERR1_CMTRAINX

Else if 4 is selected in TRPTRNS, go to CMBUSX

Else if 5 is selected in TRPTRNS, go to CMSHIPX

Else if 6 is selected in TRPTRNS, go to RTCARX

Else if 7 is selected in TRPTRNS, go to RTMOPEDX

Else if 8 is selected in TRPTRNS, go to RTPLANEX

Else if 9 is selected in TRPTRNS, go to RTBOATX

Else if 10 is selected in TRPTRNS, go to RTCAMPX

Else if 11 is selected in TRPTRNS, go to RTOTHERX

Else if 12-14 are selected in TRPTRNS, go to ANYGAS

Else go to LODGING

18BC

CMBUSX

Update skip instructions due to combining car and truck rental

How much did ^YOU_ANYMEM spend for bus fare ^FillOtherThanPackage?

Skip instructions:

<0-999999, D, R> if entry gt 315 and ne DK or RF go to ERR1_CMBUSX

Else if 5 is selected in TRPTRNS, go to CMSHIPX

Else if 6 is selected in TRPTRNS, go to RTCARX

Else if 7 is selected in TRPTRNS, go to RTTRUCKX

Else if 8 is selected in TRPTRNS, go to RTMOPEDX

Else if 9 is selected in TRPTRNS, go to RTPLANEX

Else if 10 is selected in TRPTRNS, go to RTBOATX

Else if 11 is selected in TRPTRNS, go to RTCAMPX

Else if 12 is selected in TRPTRNS, go to RTOTHERX

Else if 13-15 are selected in TRPTRNS, go to ANYGAS

Else go to LODGING

How much did ^YOU_ANYMEM spend for bus fare ^FillOtherThanPackage?

Skip instructions:

<0-999999, D, R> if entry gt 315 and ne DK or RF go to ERR1_CMBUSX

Else if 5 is selected in TRPTRNS, go to CMSHIPX

Else if 6 is selected in TRPTRNS, go to RTCARX

Else if 7 is selected in TRPTRNS, go to RTMOPEDX

Else if 8 is selected in TRPTRNS, go to RTPLANEX

Else if 9 is selected in TRPTRNS, go to RTBOATX

Else if 10 is selected in TRPTRNS, go to RTCAMPX

Else if 11 is selected in TRPTRNS, go to RTOTHERX

Else if 12-14 are selected in TRPTRNS, go to ANYGAS

Else go to LODGING

18BC

CMSHIPX

Update skip instructions due to combining car and truck rental

How much did ^YOU_ANYMEM spend for ship fare ^FillOtherThanPackage?

Skip instructions:

<0-999999, D, R> if entry gt 2800 and ne DK or RF go to ERR1_CMSHIPX

Else if 6 is selected in TRPTRNS, go to RTCARX

Else if 7 is selected in TRPTRNS, go to RTTRUCKX

Else if 8 is selected in TRPTRNS, go to RTMOPEDX

Else if 9 is selected in TRPTRNS, go to RTPLANEX

Else if 10 is selected in TRPTRNS, go to RTBOATX

Else if 11 is selected in TRPTRNS, go to RTCAMPX

Else if 12 is selected in TRPTRNS, go to RTOTHERX

Else if 13-15 are selected in TRPTRNS, go to ANYGAS

Else go to LODGING

How much did ^YOU_ANYMEM spend for ship fare ^FillOtherThanPackage?

Skip instructions:

<0-999999, D, R> if entry gt 2800 and ne DK or RF go to ERR1_CMSHIPX

Else if 6 is selected in TRPTRNS, go to RTCARX

Else if 7 is selected in TRPTRNS, go to RTMOPEDX

Else if 8 is selected in TRPTRNS, go to RTPLANEX

Else if 9 is selected in TRPTRNS, go to RTBOATX

Else if 10 is selected in TRPTRNS, go to RTCAMPX

Else if 11 is selected in TRPTRNS, go to RTOTHERX

Else if 12-14 are selected in TRPTRNS, go to ANYGAS

Else go to LODGING

18BC

RTCARX

  • Combine car and truck rental

  • Allow vehicle rentals on trips to be collected in Section 10 (add FR instruction fill to ensure no duplication between sections 10 and 18)

How much did ^YOU_ANYMEM spend for rented automobiles, not including gas ^YOU_ANYMEM bought ^FillOtherThanPackage?

Value/skip instructions:

<0-999999, D, R> if entry gt 719 and ne D or R go to ERR1_RTCARX

If 7 selected in TRPTRNS go to RTTRUCKX,
if 8 selected in TRPTRNS go to RTMOPEDX;
if 9 selected in TRPTRNS go to RTPLANEX;
if 10 selected in TRPTRNS go to RTBOATX;
if 11 selected in TRPTRNS go to RTCAMPX;
if 12 selected in TRPTRNS go to RTOTHERX;
if 13-15 selected in TRPTRNS go to ANYGAS

else go to ANYGAS

How much did ^YOU_ANYMEM spend for rented automobiles, trucks, or vans, not including gas ^YOU_ANYMEM bought ^FillOtherThanPackage?

^Sect10rentals

Sect10rentals fill instructions:

If 105 stored in RENTCODE (Section 10) fill “* Do not include any rental costs already collected in Section 10” else leave blank

Value/skip instructions:

<0-999999, D, R> if entry gt 1400 and ne D or R go to ERR1_RTCARX

If 7 selected in TRPTRNS go to RTMOPEDX,
if 8 selected in TRPTRNS go to RTPLANEX;
if 9 selected in TRPTRNS go to RTBOATX;
if 10 selected in TRPTRNS go to RTCAMPX;
if 11 selected in TRPTRNS go to RTOTHERX;
if 12-14 selected in TRPTRNS go to ANYGAS

else go to ANYGAS

18BC

RTTRUCKX

Combine car and truck rental (Delete RTTRUCKX)

How much did ^YOU_ANYMEM spend for rented trucks or vans, not including gas ^YOU_ANYMEM bought ^FillOtherThanPackage?

Value/skip instructions:

<0-999999, D, R> if entry gt 1400 and ne D or R go to ERR1_RTTRUCKX

if 8 selected in TRPTRNS go to RTMOPEDX;
if 9 selected in TRPTRNS go to RTPLANEX;
if 10 selected in TRPTRNS go to RTBOATX;
if 11 selected in TRPTRNS go to RTCAMPX;
if 12 selected in TRPTRNS go to RTOTHERX;
if 13-15 selected in TRPTRNS go to ANYGAS

else go to ANYGAS

Delete question.

18BC

RTMOPEDX

Allow vehicle rentals on trips to be collected in Section 10 (add FR instruction fill to ensure no duplication between sections 10 and 18)

How much did ^YOU_ANYMEM spend for rented motorcycles or mopeds, not including gas ^YOU_ANYMEM bought ^FillOtherThanPackage?

Value/skip instructions:

<0-999999, D, R> if entry gt 250 and ne D or R go to ERR1_RTMOPEDX

if 9 selected in TRPTRNS go to RTPLANEX;
if 10 selected in TRPTRNS go to RTBOATX;
if 11 selected in TRPTRNS go to RTCAMPX;
if 12 selected in TRPTRNS go to RTOTHERX;
if 13-15 selected in TRPTRNS go to ANYGAS

else go to ANYGAS

How much did ^YOU_ANYMEM spend for rented motorcycles or mopeds, not including gas ^YOU_ANYMEM bought ^FillOtherThanPackage?

^Sect10rentals

Sect10rentals fill instructions:

If 150 stored in RENTCODE (Section 10) fill “* Do not include any rental costs already collected in Section 10” else leave blank

Value/skip instructions:

<0-999999, D, R> if entry gt 250 and ne D or R go to ERR1_RTMOPEDX

if 8 selected in TRPTRNS go to RTPLANEX;
if 9 selected in TRPTRNS go to RTBOATX;
if 10 selected in TRPTRNS go to RTCAMPX;
if 11 selected in TRPTRNS go to RTOTHERX;
if 12-14 selected in TRPTRNS go to ANYGAS

else go to ANYGAS

18BC

RTPLANEX

Allow vehicle rentals on trips to be collected in Section 10 (add FR instruction fill to ensure no duplication between sections 10 and 18)

How much did ^YOU_ANYMEM spend for rented private planes, not including gas ^YOU_ANYMEM bought ^FillOtherThanPackage?

Value/skip instructions:

<0-999999, D, R> if entry gt 6000 and ne D or R go to ERR1_RTPLANEX

if 10 selected in TRPTRNS go to RTBOATX;
if 11 selected in TRPTRNS go to RTCAMPX;
if 12 selected in TRPTRNS go to RTOTHERX;
if 13-15 selected in TRPTRNS go to ANYGAS

else go to ANYGAS

How much did ^YOU_ANYMEM spend for rented private planes, not including gas ^YOU_ANYMEM bought ^FillOtherThanPackage?

^Sect10rentals

Sect10rentals fill instructions:

If 190 stored in RENTCODE (Section 10) fill “* Do not include any rental costs already collected in Section 10” else leave blank

Value/skip instructions:

<0-999999, D, R> if entry gt 6000 and ne D or R go to ERR1_RTPLANEX

if 9 selected in TRPTRNS go to RTBOATX;
if 10 selected in TRPTRNS go to RTCAMPX;
if 11 selected in TRPTRNS go to RTOTHERX;
if 12-14 selected in TRPTRNS go to ANYGAS

else go to ANYGAS

18BC

RTBOATX

Allow vehicle rentals on trips to be collected in Section 10 (add FR instruction fill to ensure no duplication between sections 10 and 18)

How much did ^YOU_ANYMEM spend for rented boats or trailers, not including gas ^YOU_ANYMEM bought ^FillOtherThanPackage?

Value/skip instructions:

<0-999999, D, R> if entry gt 400 and ne D or R go to ERR1_RTBOATX

if 11 selected in TRPTRNS go to RTCAMPX;
if 12 selected in TRPTRNS go to RTOTHERX;
if 13-15 selected in TRPTRNS go to ANYGAS

else go to ANYGAS

How much did ^YOU_ANYMEM spend for rented boats or trailers, not including gas ^YOU_ANYMEM bought ^FillOtherThanPackage?

^Sect10rentals

Sect10rentals fill instructions:

If 160, 170, 180 stored in RENTCODE (Section 10) fill “* Do not include any rental costs already collected in Section 10” else leave blank

Value/skip instructions:

<0-999999, D, R> if entry gt 400 and ne D or R go to ERR1_RTBOATX

if 10 selected in TRPTRNS go to RTCAMPX;
if 11 selected in TRPTRNS go to RTOTHERX;
if 12-14 selected in TRPTRNS go to ANYGAS

else go to ANYGAS

18BC

RTCAMPX

Allow vehicle rentals on trips to be collected in Section 10 (add FR instruction fill to ensure no duplication between sections 10 and 18)

How much did ^YOU_ANYMEM spend for rented campers, not including gas ^YOU_ANYMEM bought ^FillOtherThanPackage?

Value/skip instructions:

<0-999999, D, R> if entry gt 1375 and ne D or R go to ERR1_RTCAMPX

if 12 selected in TRPTRNS go to RTOTHERX;
if 13-15 selected in TRPTRNS go to ANYGAS

else go to ANYGAS

How much did ^YOU_ANYMEM spend for rented campers, not including gas ^YOU_ANYMEM bought ^FillOtherThanPackage?

^Sect10rentals

Sect10rentals fill instructions:

If 130 or 140 stored in RENTCODE (Section 10) fill “* Do not include any rental costs already collected in Section 10” else leave blank

Value/skip instructions:

<0-999999, D, R> if entry gt 1375 and ne D or R go to ERR1_RTCAMPX

if 11 selected in TRPTRNS go to RTOTHERX;
if 12-14 selected in TRPTRNS go to ANYGAS

else go to ANYGAS

18BC

RTOTHERX

Allow vehicle rentals on trips to be collected in Section 10 (add FR instruction fill to ensure no duplication between sections 10 and 18)

How much did ^YOU_ANYMEM spend for other rented vehicle transportation, not including gas ^YOU_ANYMEM bought ^FillOtherThanPackage?

Value/skip instructions:

<0-999999, D, R> if entry gt 870 and ne D or R go to ERR1_RTCAMPX

else go to ANYGAS

How much did ^YOU_ANYMEM spend for other rented vehicle transportation, not including gas ^YOU_ANYMEM bought ^FillOtherThanPackage?

^Sect10rentals

Sect10rentals fill instructions:

If 120 or 200 stored in RENTCODE (Section 10) fill “* Do not include any rental costs already collected in Section 10” else leave blank

Value/skip instructions:

<0-999999, D, R> if entry gt 870 and ne D or R go to ERR1_RTCAMPX

else go to ANYGAS

18BC

ANYSPEQP

  • Combine ANYSPEQP and ANYSPORT together

  • Delete ANYSPORT, TRSPORTX

Did ^YOU_ANYMEM have any expenses for rental of sports equipment ^NotCountingAnySpeqp?

  1. Yes

  2. No

Skip instructions:

<1> go to TRPSPRTX

<2, D, R> go to ANYSPORT

Did ^YOU_ANYMEM pay any fees to play sports, exercise, or rent any sports equipment ^NotCountingAnySpeqp?

  1. Yes

  2. No

Skip instructions:

<1> go to TRPSPRTX

<2, D, R> go to ANYENTER

18BC

TRPSPRTX

  • Combine ANYSPEQP and ANYSPORT together

  • Delete ANYSPORT, TRSPORTX

  • Update range amount in skip instructions

^FillTrpsprtx

FillTrpsprtx fill instructions:

If ANYBOTH1=2 or ANYBOTH2-2, fill “How much did ^YOU_ANYMEM pay to rent sports equipment?” else fill “What costs for renting sports equipment won’t be reimbursed?

Value/skip instructions:

<0-999999> if entry gt 480 then go to ERR1_TRPSPRTX else go to ANYSPORT

<D, R> go to ANYSPORT

^FillTrpsprtx

FillTrpsprtx fill instructions:

If ANYBOTH1=2 or ANYBOTH2-2, fill “How much did ^YOU_ANYMEM pay?” else fill “What costs for playing sports or renting sports equipment won’t be reimbursed?

Value/skip instructions:

<0-999999> if entry gt 600 then go to ERR1_TRPSPRTX else go to ANYENTER

<D, R> go to ANYENTER

18BC

ANYSPORT

  • Combine ANYSPEQP and ANYSPORT together

  • Delete ANYSPORT, TRSPORTX

Did ^YOU_ANYMEM pay any fees to play sports or exercise ^NOTCOUNTINGANYSPORT?

  1. Yes

  2. No

Skip instructions:

<1> TRSPORTX

<2, D, R> go to ANYENTER

Delete question.

18BC

TRSPORTX

  • Combine ANYSPEQP and ANYSPORT together

  • Delete ANYSPORT, TRSPORTX

^FillTrsportx

FillTrsportx fill instructions:

If ANYBOTH1=2 or ANYBOTH2=2, fill “How much did ^YOU_ANYMEM pay?” else fill “What costs for playing sports won’t be reimbursed?

Value/skip instructions:

<0-999999, D, R> go to ANYENTER

Delete question.



Section 19A changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Wording/Specification

19A

S19A_INTRO

Add shipping & handling reminder to intro

Now I am going to ask about miscellaneous expenses which have not been collected anywhere else in this survey. Please remember to include any payments you made online or had automatically deducted.

  1. Enter 1 to continue

Skip instructions:

<1> go to MIS_ITEM

Now I am going to ask about miscellaneous expenses which have not been collected anywhere else in this survey. Please remember to include any payments you made online or had automatically deducted. Also, please include any shipping and handling charges with the cost of any item that was shipped.

  1. Enter 1 to continue

Skip instructions:

<1> go to MIS_ITEM

19A

MIS_ITEM

  • Combine the four sewing item codes into a single item code

  • Combine the babysitting item codes into a single item code

  • Add an FR instruction to the screen with item codes related to pets to remind the FRs not to report pet food – it is collected in the Diary only

Screen 1

Since the first of ^REF_MONTH, have you ^YOU_ANYMEM had expenses for any of the following, either for ^YOU_YRCU or for someone outside your household?

* Read each item on list

  1. Fresh flowers or potted plants?

  2. Professional photography?

  3. Services of lawyers or other legal professionals?

  4. Accounting fees?

  5. Occupational expenses, such as union dues or professional licenses?

  6. Gardening or lawn care services?

  7. Housekeeping services?

  8. Home security system service fees?

  9. Other home services or small repair jobs around the house, not previously reported?

  10. Moving, storage, or freight?

Screen 2

Have ^YOU_ANYMEM had expenses for –

* Read each item on list

  1. Stamp or coin collecting?

  2. Lotteries or games of chance?

  3. Babysitting, nanny services, or other child care in YOUR home?

  4. Babysitting, nanny services, or other child care in someone ELSE’ home?

  5. Toys or games?

  6. Arts or crafts kits?

  7. Sewing and knitting materials for the home?

  8. Sewing materials for making clothes?

  9. Sewing notions?

  10. Other sewing materials?

  11. Purchase of pets, pet supplies, or medicine for pets?

  12. Pet services?

  13. Veterinarian expenses for pets?

Screen 2

Have ^YOU_ANYMEM had expenses for –

* Read each item on list

  1. Food and beverages for catered affairs?

  2. Live entertainment?

  3. Rental of party supplies?

  4. Purchase or upkeep of cemetery lots or vaults?

  5. Funerals, burials, or cremation?

For SCREEN 1, display answer list options 1-10, 95 and 888

For SCREEN 2, display answer list options 11-23, 95, 888

For SCREEN 3, display answer list options 24-28, 99, 888

Skip instructions:

<1-28> go to MISCDESC

Screen 1

Since the first of ^REF_MONTH, have you ^YOU_ANYMEM had expenses for any of the following, either for ^YOU_YRCU or for someone outside your household?

* Read each item on list

  1. Fresh flowers or potted plants?

  2. Professional photography?

  3. Services of lawyers or other legal professionals?

  4. Accounting fees?

  5. Occupational expenses, such as union dues or professional licenses?

  6. Gardening or lawn care services?

  7. Housekeeping services?

  8. Home security system service fees?

  9. Other home services or small repair jobs around the house, not previously reported?

  10. Moving, storage, or freight?

Screen 2

Have ^YOU_ANYMEM had expenses for –

* Read each item on list

* Do not include pet food. It is a Diary only item.

  1. Stamp or coin collecting?

  2. Lotteries or games of chance?

  3. Babysitting, nanny services, or other child care inside or outside of your home?

  4. Toys or games?

  5. Arts or crafts kits?

  6. Sewing, knitting, or quilting materials and items?

  7. Purchase of pets, pet supplies, or medicine for pets?

  8. Pet services?

  9. Veterinarian expenses for pets?

Screen 2

Have ^YOU_ANYMEM had expenses for –

* Read each item on list

  1. Food and beverages for catered affairs?

  2. Live entertainment?

  3. Rental of party supplies?

  4. Purchase or upkeep of cemetery lots or vaults?

  5. Funerals, burials, or cremation?

For SCREEN 1, display answer list options 1-10, 95 and 888

For SCREEN 2, display answer list options 11-19, 95, 888

For SCREEN 3, display answer list options 20-24, 99, 888

Skip instructions:

<1-24> go to MISCDESC

19A

MISCDESC

Update item code numbers for fill (due to collapsing sewing items and babysitting item codes)

In what month did you have this expense?

^TmpFillinstr

  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. ^S19_13Option

Fill instructions:

If ITEM= 1, 3-8, 10, 12-14, 21-23, 27-28, fill “* Enter 13 for same amount each month of the reference period

Skip instructions:

<REF_MONTH-CUR_MONTH, 13, D, R> go to MISCGFTC

In what month did you have this expense?

^TmpFillinstr

  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. ^S19_13Option

Fill instructions:

If ITEM= 1, 3-8, 10, 12-13, 17-19, 23-24, fill “* Enter 13 for same amount each month of the reference period

Skip instructions:

<REF_MONTH-CUR_MONTH, 13, D, R> go to MISCGFTC

19A

MISCEXPX

Update skip instructions for new combined codes (babysitting, sewing)

^Miscexpx1

^Miscexpx2

Miscexpx1 fill instructions:

If MONTH=1-12, D, or R fill “What was the total amount of this expense?” Else fill “What is your monthly expense?

Miscexpx2 fill instructions:

If ITEM=3 fill “* Do not include legal fees related to real estate closing costs reported in Section 3.

Skip instructions:

<1-999999> if ITEM=15-28 go to S19ACM_S

Else go to MISCMORE

<D, R> if ITEM=15-28 go to S19ACM_S else go to MISCMORE

^Miscexpx1

^Miscexpx2

Miscexpx1 fill instructions:

If MONTH=1-12, D, or R fill “What was the total amount of this expense?” Else fill “What is your monthly expense?

Miscexpx2 fill instructions:

If ITEM=3 fill “* Do not include legal fees related to real estate closing costs reported in Section 3.

Skip instructions:

<1-999999> if ITEM=14-24 go to S19ACM_S

Else go to MISCMORE

<D, R> if ITEM=14-24 go to S19ACM_S else go to MISCMORE

19A

S19ACMB

Updated fill, store, and skip instructions due to

  • Combine the four sewing item codes into a single item code

  • Combine the babysitting item codes into a single item code

What other expenses is the ^S19A_CC_Fill combined with?

  1. Toys or games?

  2. Arts or crafts kits?

  3. Sewing and knitting materials for the home?

  4. Sewing materials for making clothes?

  5. Sewing notions?

  6. Other sewing materials?

  7. Purchase of pets, pet supplies, or medicine for pets?

  8. Pet services?

  9. Veterinarian expenses for pets?

  10. Food and beverages for catered affairs?

  11. Live entertainment?

  12. Rental of party supplies?

  13. Purchase or upkeep of cemetery lots or vaults?

  14. Funerals, burials, or cremation?

S19A_CC_Fill Fill instructions:

If ITEM = 15, fill "toy or game"

If ITEM = 16, fill "arts or crafts kits"

If ITEM = 17, fill "sewing and knitting materials for the home"

If ITEM = 18, fill "sewing materials for clothes"

If ITEM = 19, fill "sewing notions"

If ITEM = 20, fill "other sewing materials"

If ITEM = 21, fill "pet, pet supplies, or pet medicine"

If ITEM = 22, fill "pet service"

If ITEM = 23, fill "vet expenses"

If ITEM = 24, fill "food and beverages for catered affairs, parties or events"

if ITEM = 25, fill "live Entertainment"

if ITEM = 26, fill "rental of Party Supplies"

If ITEM = 27, fill "cemetery lot or vault"

If ITEM = 28, fill "funeral, burial or cremations"

Special instructions:

  1. If ITEM eq 15-20, then display answer options 15-20

If ITEM eq 21-23, then display answer list options 21-23

If ITEM eq 24-26, then display answer list options 24-26

If ITEM eq 27,28, then display answer list options 27,28

Skip instructions:

<15-28> go to MISCMORE

What other expenses is the ^S19A_CC_Fill combined with?

  1. Toys or games?

  2. Arts or crafts kits?

  3. Sewing, knitting, or quilting materials and items?

  4. Purchase of pets, pet supplies, or medicine for pets?

  5. Pet services?

  6. Veterinarian expenses for pets?

  7. Food and beverages for catered affairs?

  8. Live entertainment?

  9. Rental of party supplies?

  10. Purchase or upkeep of cemetery lots or vaults?

  11. Funerals, burials, or cremation?

S19A_CC_Fill Fill instructions:

If ITEM = 14, fill "toy or game"

If ITEM = 15, fill "arts or crafts kits"

If ITEM = 16, fill " sewing, knitting, or quilting materials and items"

If ITEM = 17, fill " pet, pet supplies, or pet medicine "

If ITEM = 18, fill " pet service "

If ITEM = 19, fill " vet expenses "

If ITEM = 20, fill " food and beverages for catered affairs, parties or events "

If ITEM = 21, fill " live Entertainment "

If ITEM = 22, fill " rental of Party Supplies "

If ITEM = 23, fill " cemetery lot or vault "

if ITEM = 24, fill " funeral, burial or cremations "

Special instructions:

  1. If ITEM eq 14-16, then display answer options 15-20

If ITEM eq 17-19, then display answer list options 21-23

If ITEM eq 20-22, then display answer list options 24-26

If ITEM eq 23-24, then display answer list options 27,28

Skip instructions:

<14-24> go to MISCMORE



Section 20A changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Wording/Specification

20A

DINE_WKX

Update skip instructions due to moving CIGARETT, CIGARETX, OTHTOBAC, and OTHTBACX from Section 20B to Section 20A after DINE_WKX

What has been ^YOU_YRCU usual WEEKLY expense for meals or snacks from restaurants, fast food places, cafeterias, carryouts or other such places?

^MEALS

Fill instructions:

If any active CU members with AGE less than 22, fill “Do not include meals purchased at school.”

Skip instructions:

<0-9999, D, R> go to ALCOHOL

What has been ^YOU_YRCU usual WEEKLY expense for meals or snacks from restaurants, fast food places, cafeterias, carryouts or other such places?

^MEALS

Fill instructions:

If any active CU members with AGE less than 22, fill “Do not include meals purchased at school.”

Skip instructions:

<0-9999, D, R> go to CIGARETT

20A

CIGARETT

Move CIGARETT, CIGARETX, OTHTOBAC, and OTHTBACX from Section 20B to Section 20A after DINE_WKX

N/A

Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased cigarettes?

  1. Yes

  2. No

Skip instructions:

<1> go to CIGARETX

<2, D, R> go to OTHTOBAC

20A

CIGARETX

Move CIGARETT, CIGARETX, OTHTOBAC, and OTHTBACX from Section 20B to Section 20A after DINE_WKX

N/A

What is the usual WEEKLY expense for cigarettes?

Value/skip instructions:

<0-9999, D, R> go to OTHTOBAC

20A

OTHTOBAC

Move CIGARETT, CIGARETX, OTHTOBAC, and OTHTBACX from Section 20B to Section 20A after DINE_WKX

N/A

Have ^YOU_ANYMEM purchased other tobacco products such as cigars, pipe tobacco, or chewing tobacco?

  1. Yes

  2. No

Skip instructions:

<1> go to OTHTBACX

<2, D, R> go to ALCOHOL

20A

OTHTBACX

Move CIGARETT, CIGARETX, OTHTOBAC, and OTHTBACX from Section 20B to Section 20A after DINE_WKX

N/A

What is the usual WEEKLY expense?

Value/skip instructions:

<0-999, D, R> go to ALCOHOL

20A

ALCOHOL

Update skip instructions due to deleting FREEFOOD question

Since the first of ^REF_MONTH have ^YOU_ANYMEM purchased alcohol, including beer and wine?

  1. Yes

  2. No

Skip instructions:

<1> go to ALC_HOMX

<2, D, R> go to FREEFOOD

Since the first of ^REF_MONTH have ^YOU_ANYMEM purchased alcohol, including beer and wine?

  1. Yes

  2. No

Skip instructions:

<1> go to ALC_HOMX

<2, D, R> if any CU member has AGE lt 22 go to ANYMEALS else go to Section 20B – BSECT20B

20A

ALC_OUTX

Update skip instructions due to deleting FREEFOOD question

What has been your usual MONTHLY expense for alcohol, including beer and wine at restaurants, bars and recreational events?

Value/skip instructions:

<0-9999, D, R> go to FREEFOOD

What has been your usual MONTHLY expense for alcohol, including beer and wine at restaurants, bars and recreational events?

Value/skip instructions:

<0-9999, D, R> if any CU member has AGE lt 22 go to ANYMEALS else go to Section 20B – BSECT20B

20A

FREEFOOD

Delete FREEFOOD question

Have ^YOU_ANYMEM received any free food, beverages, or meals through public or private welfare agencies, including religious organizations?

^FREEMEALS

  1. Yes

  2. No

Fill instructions:

If any active CU members where AGE lt 22 fill “Do not include free meals in school or preschool programs”

<1, 2, D, R> go to MEALSPAY

Delete question.

20A

MEALSPAY

Move MEALSPAY, MLPAYWKX, and MLPYQWKS to part B of income section.

Have ^YOU_ANYMEM received any free meals at work as part of your pay?

  1. Yes

  2. No

Skip instructions:

<1> go to MLPAYWKX

<2, D, R> if any CU members has AGE lt 22 go to ANYMEALS else go to Section 20B – BSECTION20B

Delete question (move to income section)

20A

MLPAYWKX

Move MEALSPAY, MLPAYWKX, and MLPYQWKS to part B of income section.

About what was the WEEKLY dollar value of these meals?

Value/skip instructions:

<0-9999, D, R> go to MLPYQWKS

Delete question (move to income section)

20A

MLPYQWKS

Move MEALSPAY, MLPAYWKX, and MLPYQWKS to part B of income section.

Since the first of ^REF_MONTH for how many weeks did members of your household receive these meals?

Value/skip instructions:

<1-13, D, R> if any CU members has AGE lt 22 go to ANYMEALS else go to Section 20B – BSECT20B

Delete question (move to income section)

20A

SCHMLWKX

Delete question (update school meal questions to make payment scheme for school meals more flexible)

Since the first of ^REF_MONTH, not including ^CUR_MONTH, what has been the usual WEEKLY expense for the meals ^NAME purchased at school?

Value/skip instructions:

<0-999> if entry lt 5 or gt 30 then go to ERR1_SCHMLWKX else go to SHMLWKQ

<D, R> go to SCHMLWKQ

Delete question.

20A

SCHLMLX

New amount question for flexible school meal payments

N/A

Since the first of ^REF_MONTH, not including ^CUR_MONTH, what has been the usual expense for the meals ^NAME purchased at school?

* Select time period on next screen.

Value/skip instructions:

<0-999, D, R> go to SCHMLPD

20A

SCHLMLPD

New time period question for flexible school meal payments

N/A

* Specify time period

  1. Day

  2. Week

  3. Two weeks

  4. Month

  5. Other, specify

Skip instructions:

<1-4, D, R> go to SCHMLWKQ

<5> go to SCHLMLSP

20A

SCHLMLSP

New specify time period question for flexible school meal payments

N/A

* Specify:

Value/skip instructions:

<30 characters> go to SCHMLWKQ

20A

SCHMLWKQ

Emphasize/capitalize “weeks”

How many weeks did ^NAME purchase meals?

Skip instructions:

<1-13, D, R> go to SCHMLWKX for next person else if no more persons go to Section 20B – BSECT20B

How many WEEKS did ^NAME purchase meals?

Skip instructions:

<1-13, D, R> go to SCHMLWKX for next person else if no more persons go to Section 20B – BSECT20B



Section 20B changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Wording/Specification

20B

DRYCLEAN

Update skip instructions due to moving CIGARETT, CIGARETX, OTHTOBAC, and OTHTBACX from Section 20B to Section 20A after DINE_WKX

Have ^YOU_ANYMEM had any expenses for dry cleaning or laundry service?

  1. Yes

  2. No

Skip instructions:

<1> go to DRYCLNX

<2, D, R> go to CIGARETT

Have ^YOU_ANYMEM had any expenses for dry cleaning or laundry service?

  1. Yes

  2. No

Skip instructions:

<1> go to DRYCLNX

<2, D, R> go to SALONS

20B

OTHDRCLN

Update skip instructions due to moving CIGARETT, CIGARETX, OTHTOBAC, and OTHTBACX from Section 20B to Section 20A after DINE_WKX

Was any of this amount for items other than clothes, such as linens, drapes, or rugs?

  1. Yes

  2. No

<1> go to OTHDCLNX

<2, D, R> go to CIGARETT

Was any of this amount for items other than clothes, such as linens, drapes, or rugs?

  1. Yes

  2. No

<1> go to OTHDCLNX

<2, D, R> go to SALONS

20B

OTHDCLNX

Update skip instructions due to moving CIGARETT, CIGARETX, OTHTOBAC, and OTHTBACX from Section 20B to Section 20A after DINE_WKX

How much?

Value/skip instructions:

<0-9999, D, R> go to CIGARETT

How much?

Value/skip instructions:

<0-9999, D, R> go to SALONS

20B

CIGARETT

Move CIGARETT, CIGARETX, OTHTOBAC, and OTHTBACX from Section 20B to Section 20A after DINE_WKX

Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased cigarettes?

  1. Yes

  2. No

Skip instructions:

<1> go to CIGARETX

<2, D, R> go to OTHTOBAC

Delete question (move to 20A)

20B

CIGARETX

Move CIGARETT, CIGARETX, OTHTOBAC, and OTHTBACX from Section 20B to Section 20A after DINE_WKX

What is the usual WEEKLY expense for cigarettes?

Value/skip instructions:

<0-9999, D, R> go to OTHTOBAC

Delete question (move to 20A)

20B

OTHTOBAC

Move CIGARETT, CIGARETX, OTHTOBAC, and OTHTBACX from Section 20B to Section 20A after DINE_WKX

Have ^YOU_ANYMEM purchased other tobacco products such as cigars, pipe tobacco, or chewing tobacco?

  1. Yes

  2. No

Skip instructions:

<1> go to OTHTBACX

<2, D, R> go to ALCOHOL

Delete question (move to 20A)

20B

OTHTBACX

Move CIGARETT, CIGARETX, OTHTOBAC, and OTHTBACX from Section 20B to Section 20A after DINE_WKX

What is the usual WEEKLY expense?

Value/skip instructions:

<0-999, D, R> go to ALCOHOL

Delete question (move to 20A)

20B

BANKSRVC

Add overdraft fees and shorten list of financial institutions to match that of the safe deposit box question.

Have ^YOU_ANYMEM paid any charges or fees for bank services such as ATM fees or account service charges from financial institutions such as banks, credit unions, and finance companies?

  1. Yes

  2. No

Value/skip instructions:

<1> go to BANKMOX

<2, D, R> go to TXLIMSRV

Have ^YOU_ANYMEM paid any charges or fees for bank services such as ATM or overdraft fees or account service charges from a bank or similar financial institution?

  1. Yes

  2. No

Value/skip instructions:

<1> go to BANKMOX

<2, D, R> go to TXLIMSRV



DELETE CURRENT SECTION 21 (to be replaced by new assets/liabilities section (new section 22))

Section 21A.1 changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

21A.1

FN2_INTRO

Delete question.

Now I am going to ask about credit balances.

  1. Enter 1 to continue

<1> go to BTableA1.Brow.ITEM

Delete question.

21A.1

FN2_ITEM

Delete question.

On the first of ^CUR_MONTH, did ^YOU_ANYMEM owe any money to any of the following? Do not include mortgages, home equity loans, automobile loans, or business related loans.

* Read each item on list.

  1. Gasoline credit cards, such as Shell or Exxon

  2. Store credit cards, such as those issued by department, specialty, electronics, or sporting goods stores

  3. Major credit cards, such as VISA, MasterCard, American Express, or other revolving credit accounts

  4. Store installment credit accounts

  5. Financial institutions, such as banks, brokerages, savings and loans, credit unions, or insurance companies. Do not include insurance premium payments

  6. Doctors, dentists, hospitals, or other medical practitioners for expenses not covered by insurance

  7. Other credit, such as school loans, personal loans or loans from retirement plans

<1-7> go to CREDNAM1

Delete question.

21A.1

CREDNAM1

Delete question.

What is the name of the ^Crednames to which you owed money?

<30 characters> go to CREDITX1

Delete question.

21A.1

CREDITX1

Delete question.

What was the total amount owed?

<1-9999999, D, R> go to CREDMOR1

Delete question.

21A.1

CREDMOR1

Delete question.

Did ^YOU_ANYMEM owe any money to any other ^Crednames?

  1. Yes

  2. No

<1, 2, D, R> go to FN2_ITEM, next line on the grid

Delete question.



Section 21A.2 changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

21A.2

INTROA2

Delete question.

Now I am going to ask about credit balances.

  1. Enter 1 to continue

<1> go to FNA_ITEM

Delete question.

21A.2

FNA_ITEM

Delete question.

On the first of ^CUR_MONTH, did ^YOU_ANYMEM owe any money to any of the following? Do not include mortgages, home equity loans, automobile loans, or business related loans.

* Read each item on list.

  1. Gasoline credit cards, such as Shell or Exxon

  2. Store credit cards, such as those issued by department, specialty, electronics, or sporting goods stores

  3. Major credit cards, such as VISA, MasterCard, American Express, or other revolving credit accounts

  4. Store installment credit accounts

  5. Financial institutions, such as banks, brokerages, savings and loans, credit unions, or insurance companies. Do not include insurance premium payments

  6. Doctors, dentists, hospitals, or other medical practitioners for expenses not covered by insurance

  7. Other credit, such as school loans, personal loans or loans from retirement plans

<1-7> go to CREDNAM5

Delete question.

21A.2

CREDNAM5

Delete question.

What is the name of the ^Crednames to which you owed money?

<30 characters> go to CREDITX5

Delete question.

21A.2

CREDITX5

Delete question.

What was the total amount owed on the first of ^CUR_MONTH?

<1-999999, D, R> go to OWEMONEY

Delete question.

21A.2

OWEMONEY

Delete question.

What was the total amount owed on the first day of ^CUR_MONTH ^LastYear?

<0-999999, D, R> go to CREDMOR5

Delete question.

21A.2

CREDMOR5

Delete question.

Did ^YOU_ANYMEM owe any money to any other ^Crednames ^Credmor52?

  1. Yes

  2. No

<1, 2, D, R> go to ITEM, next line on grid

Delete question.



Section 21B changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

21B

S21INTROB

Delete question.

Now I’m going to ask about finance charges, interest charges, and late fees.

  1. Enter 1 to continue

<1> go to GASCARD

Delete question.

21B

GASCARD

Delete question.

During the past twelve months have ^YOU_ANYMEM paid any finance charges, interest charges, or late fees for any of the following? Do not include those for mortgages, home equity loans, automobile loans, or business related loans. Do not include annual fees.

Gasoline credit cards, such as Shell or Exxon?

  1. Yes

  2. No

<1> go to GASCARDX

<2, D, R> go to STRCARD

Delete question.

21B

GASCARDX

Delete question.

What was the total amount paid for finance, interest, and late charges for gasoline credit cards?

<1-999999, D, R> go to STRCARD

Delete question.

21B

STRCARD

Delete question.

During the past twelve months have ^YOU_ANYMEM paid any finance charges, interest charges, or late fees for any of the following? Do not include those for mortgages, home equity loans, automobile loans, or business related loans. Do not include annual fees.

Store credit cards, such as those issued by department, specialty, or sporting goods stores?

  1. Yes

  2. No

<1> go to STRCARDX

<2, D, R> go to MAJCARD

Delete question.

21B

STRCARDX

Delete question.

What was the total amount paid for finance, interest, and late charges for store credit cards?

<1-999999, D, R> go to MAJCARD

Delete question.

21B

MAJCARD

Delete question.

During the past twelve months have ^YOU_ANYMEM paid any finance charges, interest charges, or late fees for any of the following? Do not include those for mortgages, home equity loans, automobile loans, or business related loans. Do not include annual fees.

Major credit cards, such as VISA, MasterCard, American Express, or other revolving credit accounts?

  1. Yes

  2. No

<1> go to MAJCARDX

<2, D, R> go to INSTLFEE

Delete question.

21B

MAJCARDX

Delete question.

What was the total amount paid for finance, interest, and late charges for major credit cards?

<1-999999, D, R> go to INSTLFEE

Delete question.

21B

INSTLFEE

Delete question.

During the past twelve months have ^YOU_ANYMEM paid any finance charges, interest charges, or late fees for any of the following? Do not include those for mortgages, home equity loans, automobile loans, or business related loans. Do not include annual fees.

Store installment credit accounts?

  1. Yes

  2. No

<1> go to INSTALLX

<2, D, R> go to FININST

Delete question.

21B

INSTALLX

Delete question.

What was the total amount paid for finance, interest, and late charges for store installment credit accounts?

<1-999999, D, R> go to FININST

Delete question.

21B

FININST

Delete question.

During the past twelve months have ^YOU_ANYMEM paid any finance charges, interest charges, or late fees for any of the following? Do not include those for mortgages, home equity loans, automobile loans, or business related loans. Do not include annual fees.

Financial institutions, such as banks, brokerages, savings and loans, credit unions, or insurance companies? Do not include mortgages, home equity loans, car loans, or insurance premium payments.

  1. Yes

  2. No

<1> go to FININSTX

<2, D, R> go to MEDICAL

Delete question.

21B

FININSTX

Delete question.

What was the total amount paid for finance, interest, and late charges to financial institutions?

<1-999999, D, R> go to MEDICAL

Delete question.

21B

MEDICAL

Delete question.

During the past twelve months have ^YOU_ANYMEM paid any finance charges, interest charges, or late fees for any of the following? Do not include those for mortgages, home equity loans, automobile loans, or business related loans. Do not include annual fees.

Doctors, dentists, hospitals, or other medical practitioners for expenses not covered by insurance?

  1. Yes

  2. No

<1> go to MEDICALX

<2, D, R> go to OTHER

Delete question.

21B

MEDICALX

Delete question.

What was the total amount paid for doctors, dentists, hospitals, or other medical practitioners for expenses not covered by insurance?

<1-999999, D, R> go to OTHER

Delete question.

21B

OTHER

Delete question.

During the past twelve months have ^YOU_ANYMEM paid any finance charges, interest charges, or late fees for any of the following? Do not include those for mortgages, home equity loans, automobile loans, or business related loans. Do not include annual fees.

Other credit, such as school loans, personal loans, or loans from retirement plans?

  1. Yes

  2. No

<1> go to PDOTHERX

<2, D, R> go to S21B_END

Delete question.

21B

PDOTHERX

Delete question.

What was the total amount paid for finance, interest, and late charges for other credit sources?

<1-999999, D, R> go to S21B_END

Delete question.



Section 22 (make it Section 21)

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

22

Section 22

Rename Section 22 to Section 21

Section 22A; Section 22B

Section 21A; Section 22B



Previously Section 22A, now Section 21A

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

Prev 22A, now 21A

All variables

New question order

ANYWORK, S22A_INTRO, INCWEEKQ, INC_HRSQ, OCCUCODE, INCOMEY, INCORP, INCNONWK, INCOTH, SALARYST, SALARYX, SALARYB, GROSPAYX, PAYPERD, PAYPRDOT, FEDTAX, AMTFED, SLTAX, SLTAXX, PRIVPENS, PRIVPENX, GOVRET, GOVRETX, RRRDED, RRRDEDX, SSDED, SSNORM, MEDICOV, EMPLCONT, NONFARM, NONFARMX, NFRMLOSS, NONFARMB, FARMINC, FARMINCX, FARMLOSS, FARMINCB, INDRETAC, INDRETX, SOCSECIN, RRRETINC, RRRETIRX, RRRETIRB, INCMEDCR, SS_RRQ, SUPPLINC, SLSSI, SSIX, SSIB,

ANYWORK, S22A_INTRO, INCWEEKQ, INC_HRSQ, OCCUCODE, INCOMEY, INCNONWK, SALARYST, SALARYX, SALARYB, GROSPAYX, PAYPERD, PAYPRDOT, PAYSTUB, FEDTAX, AMTFED, SLTAX, SLTAXX, DEDUCTN, MEDICOV, EMPLCONT, SEMPFRM, SEMPFRMX, SEMPFRMB, SOCRRET, RRRETIRX, RRRETIRB, INCMEDCR, SS_RRQ, SUPPLINC, SSIX, SSIB, INDRETAC, INDRETX

Prev 22A, now 21A

ANYWORK

NO CHANGE

Since the first of ^REF_MONTH, did ^YouName earn any income from wages or salary?

  1. Yes

  2. No

<1> go to 22A_INTRO

<2, D, R> go to S22A_CHECK

Since the first of ^REF_MONTH, did ^YouName earn any income from wages or salary?

  1. Yes

  2. No

<1> go to 22A_INTRO

<2, D, R> go to S22A_CHECK

Prev 22A, now 21A

S22A_INTRO

NO CHANGE

The next few questions are about income. We know people aren’t used to discussing their income, but please be assured that, like all other information you have provided, these answers will be kept strictly confidential.

  1. Enter 1 to continue

Skip instructions:

<1> go to INCWEEKQ

The next few questions are about income. We know people aren’t used to discussing their income, but please be assured that, like all other information you have provided, these answers will be kept strictly confidential.

  1. Enter 1 to continue

Skip instructions:

<1> go to INCWEEKQ

Prev 22A, now 21A

INCWEEKQ

Add a fill at the beginning to indicate asking about the next person.

In the past 12 months, including paid vacation and sick leave, how many weeks did ^You_Name work?

* If CU member did not work, enter zero.

Skip instructions:

<0> go to INCNONWRK

<1-52, D, R> go to INC_HRSQ

[fill: Now I am going to ask about ^NAME’s work experience and income.]

In the past 12 months, including paid vacation and sick leave, how many weeks did ^You_Name work?

* If CU member did not work, enter zero.

Fill instructions: leave blank for 1st person asked about then fill on asking about subsequent CU members.

Skip instructions:

<0> go to INCNONWRK

<1-52, D, R> go to INC_HRSQ

Prev 22A, now 21A

INC_HRSQ

NO CHANGE

In the weeks that ^YouName worked, how many hours did ^YouHeShe usually work per week?

Value/skip instructions:

<1-169, D, R> go to OCCUCODE

In the weeks that ^YouName worked, how many hours did ^YouHeShe usually work per week?

Value/skip instructions:

<1-169, D, R> go to OCCUCODE

Prev 22A, now 21A

OCCUCODE

  • Combine numbers 11 (machine operator, assembler, inspector), 12 (transportation operator), and 13 (handler, helper, laborer) together and combine numbers 14 (mechanic, repairer, precision production) and 15 (construction, mining) together

  • Fix question wording to match CEQ

  • Capitalize “forces” in “Armed forces”

Which of the following categories best describes the job in which ^YouName received the most earnings during the last 12 months?

* Enter one code.

  1. Administrator, manager

  2. Teacher

  3. Professional

  4. Administrative support, including clerical

  5. Sales, retail

  6. Sales, business goods and services

  7. Technician

  8. Protective service

  9. Private household service

  10. Other service

  11. Machine operator, assembler, inspector

  12. Transportation operator

  13. Handler, helper, laborer

  14. Mechanic, repairer, precision production

  15. Construction, mining

  16. Farming

  17. Forestry, fishing, groundskeeping

  18. Armed forces

Skip instructions:

<1-18, D, R> go to INCOMEY

Which of the following categories best describes the job in which ^YouName received the most earnings during the last 12 months?

* Enter one code.

  1. Administrator, manager

  2. Teacher

  3. Professional

  4. Administrative support, including clerical

  5. Sales, retail

  6. Sales, business goods and services

  7. Technician

  8. Protective service

  9. Private household service

  10. Other service

  11. Machine or transportation operator, laborer

  12. Construction workers, mechanics

  13. Farming

  14. Forestry, fishing, groundskeeping

  15. Armed Forces

Skip instructions:

<1-15, D, R> go to INCOMEY

Prev 22A, now 21A

INCOMEY

Update skip instructions due to deleting INCORP

^WERE_WAS ^YouName:

  1. An employee of a PRIVATE company, business, or individual working for wages or salary?

  2. A FEDERAL government employee?

  3. A STATE government employee?

  4. A LOCAL government employee?

  5. Self-employed in ^YOURHISHER OWN business, partnership, professional practice, or farm?

  6. Working WITHOUT PAY in family business or farm?

Skip instructions:

<1-4, 6, D, R> go to SALARYST

<5> go to INCORP

^WERE_WAS ^YouName:

  1. An employee of a PRIVATE company, business, or individual working for wages or salary?

  2. A FEDERAL government employee?

  3. A STATE government employee?

  4. A LOCAL government employee?

  5. Self-employed in ^YOURHISHER OWN business, partnership, professional practice, or farm?

  6. Working WITHOUT PAY in family business or farm?

Skip instructions:

<1-6, D, R> go to SALARYST

Prev 22A, now 21A

INCORP

Delete question

Is ^YourNames business incorporated?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to SALARYST

Delete question.

Prev 22A, now 21A

INCNONWK

Update skip instructions due to deleting INCOTH

What was the main reason ^YouName did not work during the last 12 months?

^WERE_WAS [fill: you/he/she] –

  1. Retired?

  2. Taking care of home/family?

  3. Going to school?

  4. Ill, disabled, unable to work?

  5. Unable to find work?

  6. Doing something else?

Skip instructions:

<1-5, D, R> go to SALARYST

<6> go to INCOTH

What was the main reason ^YouName did not work during the last 12 months?

^WERE_WAS [fill: you/he/she] –

  1. Retired?

  2. Taking care of home/family?

  3. Going to school?

  4. Ill, disabled, unable to work?

  5. Unable to find work?

  6. Doing something else?

Skip instructions:

<1-6, D, R> go to SALARYST

Prev 22A, now 21A

INCOTH

Delete question.

* Specify:

Value/skip instructions:

<40 characters> go to SALARYST

Delete question.

Prev 22A, now 21A

SALARYST

  • Reword question based on ACS

  • Update skip instructions for new questions.

During the last 12 months, did ^YouName receive any money in wages or salary? Include all wages, salaries, commissions, tips, allowances, Armed Forces pay, severance pay, teaching fellowships, etc.

  1. Yes

  2. No

Skip instructions:

<1> go to SALARYX

<2, D, R> go to NONFARM

The next few questions are about income DURING THE PAST 12 MONTHS, that is from ^DATE1 TO ^DATE2…

Did ^YouName receive any wages, salary, tips, bonuses, or commissions?

  1. Yes

  2. No

DATE1 fill instructions: fill date one year ago from current date.(MM/DD/YY)

DATE2 fill instructions: fill yesterday’s date. (MM/DD/YY)

Skip instructions:

<1> go to SALARYX

<2, D, R> go to SEMPFRM

Prev 22A, now 21A

SALARYX

Reword question

During the last 12 months, how much did ^YouName receive in wages and salaries for ALL JOBS before any deductions?

Skip instructions:

<1-99999999> go to GROSPAYX

<D, R> go to SALARYB

How much did ^YouName receive before taxes?

Value/skip instructions:

<1-99999999> go to GROSPAYX

<D, R> go to WAGEB

Prev 22A, now 21A

SALARYB

Change “last” to “past” to be consistent with new question wordings

Could you tell me which range on CARD A best reflects total wages and salaries for ALL JOBS during the last 12 months?

  1. $0-$4,999

  2. $5,000-$9,999

  3. $10,000-$14,999

  4. $15,000-$19,999

  5. $20,000-$29,999

  6. $30,000-$39,999

  7. $40,000-$49,999

  8. $50,000-$69,999

  9. $70,000-$89,999

  10. $90,000-$119,999

  11. $120,000 and over

Skip instructions:

<1-11, D, R> go to GROSPAYX

Could you tell me which range on CARD A best reflects total wages and salaries for ALL JOBS during the PAST 12 MONTHS?

  1. $0-$4,999

  2. $5,000-$9,999

  3. $10,000-$14,999

  4. $15,000-$19,999

  5. $20,000-$29,999

  6. $30,000-$39,999

  7. $40,000-$49,999

  8. $50,000-$69,999

  9. $70,000-$89,999

  10. $90,000-$119,999

  11. $120,000 and over

Skip instructions:

<1-11, D, R> go to GROSPAYX

Prev 22A, now 21A

GROSPAYX

NO CHANGE

What was the amount of ^YourNames last pay before any deductions?

Value/skip instructions:

<1-9999999999, D, R> go to PAYPERD

What was the amount of ^YourNames last pay before any deductions?

Value/skip instructions:

<1-9999999999, D, R> go to PAYPERD

Prev 22A, now 21A

PAYPERD

Update skip instructions for new FR-only PAYSTUB question

What period of time did this cover?

  1. One week

  2. Two weeks

  3. Month

  4. Quarter

  5. Year

  6. Twice a month

  7. Other

Skip instructions:

<1-6, D, R> else go to FEDTAX

<7> go to PAYPRDOT

What period of time did this cover?

  1. One week

  2. Two weeks

  3. Month

  4. Quarter

  5. Year

  6. Twice a month

  7. Other

Skip instructions:

<1-6, D, R> else go to PAYSTUB

<7> go to PAYPRDOT

Prev 22A, now 21A

PAYPRDOT

Update skip instructions for new FR only PAYSTUB question

* Specify:

Value/skip instructions:

<40 characters> go to FEDTAX

* Specify:

Value/skip instructions:

<40 characters> go to PAYSTUB

21A

PAYSTUB

New FR question on whether the respondent has a paystub/record present

N/A

* Does the respondent have a paper or electronic pay check record present for [fill: ^Name’s/the] last paycheck?

  1. Yes

  2. No

Fill instructions:

If MEMBNO=the reference person (REFPER) fill “you” else fill “^NAME’s”

Skip instructions:

<1, 2, D, R> go to FEDTAX

Prev 22A, now 21A

FEDTAX

Update skip instructions based on new PAYSTUB question

Was there any money deducted from ^YourNames pay for –

Federal income tax?

  1. Yes

  2. No

Skip instructions:

<1> go to AMTFED

<2, D, R> go to SLTAX

Was there any money deducted from ^YourNames pay for –

Federal income tax?

  1. Yes

  2. No

Skip instructions:

<1> if PAYSTUB ne 2 go to AMTFED else go to STATX

<2, D, R> go to SLTAX

Prev 22A, now 21A

AMTFED

NO CHANGE

How much?

Value/skip instructions:

<1-999999999 , D, R> go to SLTAX

How much?

Value/skip instructions:

<1-999999999 , D, R> go to SLTAX

Prev 22A, now 21A

SLTAX

Update skip instructions based on new PAYSTUB question and new DEDUCTN question

Was there any money deducted from ^YourNames pay for –

State or local income tax?

  1. Yes

  2. No

Skip instructions:

<1> go to SLTAXX

<2, D, R> go to PRIVPENS

Was there any money deducted from ^YourNames pay for –

State or local income tax?

  1. Yes

  2. No

Special instructions:

If FEDTAX=1 and PAYSTUB ne 2 bold-black first part of question text “Was there any money deducted from ^YourNames pay for – “ else gray out first part of question text

Skip instructions:

<1> if PAYSTUB ne 2 go to SLTAXX else go to DEDUCTN

<2, D, R> go to DEDUCTN

Prev 22A, now 21A

SLTAXX

Update skip instructions based on new DEDUCTN question

How much?

Value/skip instructions:

<1-999999999 , D, R> go to PRIVPENS

How much?

Value/skip instructions:

<1-999999999 , D, R> go to DEDUCTN

Prev 22A

PRIVPENS

Delete question (replace with new DEDUCTN question)..

Was there any money deducted from ^YourNames pay for –

Private pension fund?

  1. Yes

  2. No

Skip instructions:

<1> go to PRIVPENX

<2, D, R> go to GOVRET

Delete question.

Prev 22A

PRIVPENX

Delete question (replace with new DEDUCTN question).

How much?

Value/skip instructions:

<1-999999999, D, R> go to GOVRET

Delete question.

Prev 22A

GOVRET

Delete question (replace with new DEDUCTN question).

Was there any money deducted from ^YourNames pay for –

Government retirement?

  1. Yes

  2. No

Skip instructions:

<1> go to GOVRETX

<2, D, R> go to RRRDED

Delete question.

Prev 22A

GOVRETX

Delete question (replace with new DEDUCTN question).

How much?

Value/skip instructions:

<1-999999999, D, R> go to RRRDED

Delete question.

Prev 22A

RRRDED

Delete question (replace with new DEDUCTN question).

Was there any money deducted from ^YourNames pay for –

Railroad retirement?

  1. Yes

  2. No

Skip instructions:

<1> go to RRRDEDX

<2, D, R> go to SSDED

Delete question.

Prev 22A

RRRDEDX

Delete question (replace with new DEDUCTN question).

How much?

Value/skip instructions:

<1-99999999, D, R> go to SSDED

Delete question.

Prev 22A

SSDED

Delete question (replace with new DEDUCTN question).

Was there any money deducted from ^YourNames pay for –

Social Security including Medicare?

  1. Yes

  2. No

Skip instructions:

<1> go to MEDICOV

<2, D, R> go to SSNORM

Delete question.

Prev 22A

SSNORM

Delete question.

Are Social Security payments NORMALLY deducted from ^YourNames pay?

  1. Yes

  2. No

Skip instructions:

<1> go to MEDICOV

<2, D, R> go to EMPLCONT

Delete question.

21A

DEDUCTN

New question asking if any money was deducted for Social Security, a self-directed retirement account, or any other retirement account (employer, union, or other organization)

N/A

Was there any money deducted from ^YourNames pay for –

* Read each item on list

* Enter all that apply, separate with commas

  1. Social Security?

  2. A self-directed retirement account?

  3. A retirement account sponsored by an employer, union, or other organization?

  4. None

Skip instructions:

<1-4> if entry=1 go to MEDICOV else go to EMPLCONT

<D, R> go to EMPLCONT

Prev 22A, now 21A

MEDICOV

NO CHANGE

Does the money deducted for Social Security cover only the Medicare portion of Social Security?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to EMPLCONT

Does the money deducted for Social Security cover only the Medicare portion of Social Security?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to EMPLCONT

Prev 22A, now 21A

EMPLCONT

Update skip instructions due to replacing NONFARM, FARMINC, etc. questions with SEMPFRM

Other than Social Security, did any employer or union contribute to ^YourNames pension or retirement plan in the last 12 months?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to NONFARM

Other than Social Security, did any employer or union contribute to ^YourNames pension or retirement plan in the last 12 months?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to SEMPFRM

Prev 22A

NONFARM

Delete question.

During the last 12 months, did ^YourNames have any income or loss from ^YourNames own nonfarm business, partnership, or professional practice?

  1. Yes

  2. No

Skip instructions:

<1> go to NONFARMX

<2, D, R> go to FARMINC

Delete question.

Prev 22A

NONFARMX

Delete question.

What was the amount of income or loss after expenses?

Value/skip instructions:

<0> go to FARMINC

<1-999999999> else go to NFRMLOSS

<D, R> go to NONFARMB

Delete question.

Prev 22A

NFRMLOSS

Delete question.

Was this an income or loss?

  1. Loss

  2. Income

Skip instructions:

<1, 2, D, R> go to FARMINC

Delete question.

Prev 22A

NONFARMB

Delete question.

Could you tell me which range on CARD A best reflects ^YourNames income or loss from ^YourNames own nonfarm business, partnership or professional practice during the last 12 months?

  1. Loss

  2. $0-$4,999

  3. $5,000-$9,999

  4. $10,000-$14,999

  5. $15,000-$19,999

  6. $20,000-$29,999

  7. $30,000-$39,999

  8. $40,000-$49,999

  9. $50,000-$69,999

  10. $70,000-$89,999

  11. $90,000-$119-999

  12. $120,000 and over

Skip instructions:

<0-11, D, R> go to FARMINC

Delete question.

Prev 22A

FARMINC

Delete question.

During the last 12 months, did ^YouName have any income or loss from ^YourNames own farm?

  1. Yes

  2. No

Skip instructions:

<1> go to FARMINCX

<2, D, R> go to INDRETAC

Delete question.

Prev 22A

FARMINCX

Delete question.

What was the amount of income or loss after expenses?

Value/skip instructions:

<0> go to INDRETAC

<1-99999999> go to FARMLOSS

<D, R> go to FARMINCB

Delete question.

Prev 22A

FARMLOSS

Delete question.

Was this an income or loss?

  1. Loss

  2. Income

Skip instructions:

<1, 2, D, R> go to INDRETAC

Delete question.

Prev 22A

FARMINCB

Delete question.

Could you tell me which range on CARD A best reflects ^YouName income or loss from ^YourNames own farm during the last 12 months?

  1. Loss

  2. $0-$4,999

  3. $5,000-$9,999

  4. $10,000-$14,999

  5. $15,000-$19,999

  6. $20,000-$29,999

  7. $30,000-$39,999

  8. $40,000-$49,999

  9. $50,000-$69,999

  10. $70,000-$89,999

  11. $90,000-$119-999

  12. $120,000 and over

Skip instructions:

<0-11, D, R> go to INDRETAC

Delete question.

21A

SEMPFRM

New question based on current ACS question SEMX

N/A

DURING THE PAST 12 MONTHS –

Did ^YouName receive any self-employment income or have a loss?

(Report income from own businesses (farm or non-farm) including proprietorships and partnerships.)

  1. Yes

  2. No

Special instructions:

If SALARYST=1 bold-black the first line (“DURING THE PAST 12 MONTHS – “) else gray out the first line

Skip instructions:

<1> go to SEMPFRMX

<2, D, R> go to SOCSRRET

21A

SEMPFRMX

New question based on current ACS question SEM

N/A

What was the amount?

(Report net income after operating expenses. Include earnings as a tenant farmer or sharecropper.)

* If net income was a loss, precede amount with a ‘-‘.

* Breakeven = 1.

Value/skip instructions:

<-999999999-999999999> go to SOCSRRET

<D, R> go to SMPFRMB

21A

SMPFRMB

New card question if SMPFRMX is D or R

N/A

Could you tell me which range on CARD A best reflects ^YourNames income or loss from self-employment during the PAST 12 MONTHS?

  1. Loss

  2. $0-$4,999

  3. $5,000-$9,999

  4. $10,000-$14,999

  5. $15,000-$19,999

  6. $20,000-$29,999

  7. $30,000-$39,999

  8. $40,000-$49,999

  9. $50,000-$69,999

  10. $70,000-$89,999

  11. $90,000-$119-999

  12. $120,000 and over

Skip instructions:

<0-11, D, R> go to SOCSRRET

Prev 22A, now 21A

INDRETAC

  • Move to end of section 21A

  • Update question pattern

During the last 12 months, did ^YouName place any money in a retirement plan such as an Individual Retirement Account (IRA) or Keogh? Do not include rollovers.

  1. Yes

  2. No

Skip instructions:

<1> go to INDRETX

<2, D, R> go to SOCSECIN

DURING THE PAST 12 MONTHS –

Did ^YouName place any money in a retirement plan such as an Individual Retirement Account (IRA) or Keogh? Do not include rollovers.

  1. Yes

  2. No

Special instructions:

If US_SUPP =1 bold-black the first line (“DURING THE PAST 12 MONTHS – “) else gray out the first line

Skip instructions:

<1> go to IRAX

<2, D, R> go to S22A_CHECK

Prev 22A, now 21A

INDRETX

Move to end of section 21A

How much?

Value/skip instructions:

<1-999999999 , D, R> go to SOCSECIN

How much?

Value/skip instructions:

<1-999999999 , D, R> go to S22A_CHECK

Prev 22A

SOCSECIN

Delete question.

During the last 12 months, did ^YouName receive, from the US Government, any money from –

Social Security checks?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to RRRETINC

Delete question.

Prev 22A

RRRETINC

Delete question.

During the last 12 months, did ^YouName receive, from the US Government, any money from –

Railroad Retirement checks?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> if SOCSECIN=1 or RRRETINC=1 go to RRRETIRX else go to SUPPLINC

Delete question.

21A

SOCSRRET

New question based on ACS SSX question (replaces ANYSSINC and ANYRAIL)

N/A

DURING THE PAST 12 MONTHS –

Did ^YouName receive any Social Security or Railroad Retirement benefits?

  1. Yes

  2. No

Special instructions:

If SEMPFRM=1 bold-black the first line (“DURING THE PAST 12 MONTHS – “) else gray out the first line

Skip instructions:

<1> go to RRRETIRX

<2, D, R> go to SUPPLINC

Prev 22A, now 21A

RRRETIRX

NO CHANGES

What was the amount of the last Social Security or Railroad Retirement payment received?

Value/skip instructions:

<1-99999999> go to INCMEDCR

<D, R> go to RRRETIRB

What was the amount of the last Social Security or Railroad Retirement payment received?

Value/skip instructions:

<1-99999999> go to INCMEDCR

<D, R> go to RRRETIRB

Prev 22A, now 21A

RRRETIRB

  • New card ranges

  • Update question pattern (“last” to “past”)

Could you tell me which range on CARD B best reflects the amount of ^YourNames last Social Security or Railroad Retirement payment during the last 12 months?

  1. Less than $300

  2. $300-$399

  3. $400-$499

  4. $500-$599

  5. $600-$699

  6. $700-$799

  7. $800-$899

  8. $900-$999

  9. $1,000-$1,499

  10. $1,500 and over

Skip instructions:

<1-10, D, R> go to INCMEDCR

Could you tell me which range on CARD B best reflects the amount of ^YourNames last Social Security or Railroad Retirement payment during the PAST 12 MONTHS?

  1. Less than $500

  2. $500-$699

  3. $700-$999

  4. $1,000-$1,299

  5. $1,300-$1,699

  6. $1,700 and over

Skip instructions:

<1-6, D, R> go to INCMEDCR

Prev 22A, now 21A

INCMEDCR

NO CHANGES

Is this amount AFTER the deduction for a Medicare premium?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to SS_RRQ

Is this amount AFTER the deduction for a Medicare premium?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to SS_RRQ

Prev 22A, now 21A

SS_RRQ

Change “last” to “past”

During the last 12 months, how many Social Security or Railroad Retirement payments did ^YouName receive?

Value/skip instructions:

<1-52, D, R> go to SUPPLINC

During the past 12 months, how many Social Security or Railroad Retirement payments did ^YouName receive?

Value/skip instructions:

<1-52, D, R> go to SUPPLINC

Prev 22A, now 21A

SUPPLINC

  • Reword question based on ACS question SSIX

  • Updated skip instructions due to deleting STA_SUPP/moving IRA questions

During the last 12 months, did ^YouName receive any –

Supplemental Security Income (SSI) payments from the US Government?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to SLSSI

DURING THE PAST 12 MONTHS –

Did ^YouName receive any Supplemental Security Income (SSI) payments?

  1. Yes

  2. No

Special instructions:

If SOCSRRET =1 bold-black the first line (“DURING THE PAST 12 MONTHS – “) else gray out the first line

Skip instructions

<1> go to SSIX

<2, D, R> go to INDRETAC

Prev 22A

SLSSI

Delete question.

During the last 12 months, did ^YouName receive any –

Supplemental Security Income (SSI) payments from the STATE or LOCAL government?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> if SUPPLINC=1 or SLSSI=1 go to SSIX else go to S22A_CHECK

Delete question.

Prev 22A, now 21A

SSIX

  • Reword question based on current ACS question SSI

  • Update skip instructions to go to IRA

During the last 12 months, how much did ^YouName receive in Supplemental Security Income checks from ALL government sources?

Value/skip instructions:

<1-99999999> go to S22A_CHECK

<D, R> go to SSIB

What was the amount?

Value/skip instructions:

<1-99999999> go to INDRETAC

<D, R> go to SSIB

Prev 22A, now 21A

SSIB

  • Reword question (delete “from all government sources” and changing “last” to “past”)

  • Update skip instructions to go to IRA

Could you tell me which range on CARD C best reflects the amount ^YouName received in Supplemental Security income from all government sources during the last 12 months?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to S04A_CHECK

Could you tell me which range on CARD C best reflects the amount ^YouName received in Supplemental Security Income during the past 12 months?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to INDRETAC



Section 22B changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

Prev 22B, now 21B

All variables

New question order

INTEARN, INTEARNX, INTEARNB, FINANING, FININCX, FININCB, PENSIONS, PENSIONX, PENSIONB, UNEMPCMP, UNEMPLX, UNEMPLB, COMPENSN, COMPENSX, COMPENSB, FOODSMP, FOODSMPX, FOODSMPB, WELFARE, WELFAREX, WELFAREB, INC_LOSS, INCLOSSA, INCLOSAB, INCLOSSN, INCLOSSB, INCLOSBB, INCLOSBN, CHDSUP, CHDLMP, CHDLMPX, CHDLMPB, CHDSPOTH, CHDOTH, CHDOTHB, ALIMSUP, OTHCONT, ALIOTHX, ALIOTHB, LUMPSUM, LUMPSUMX, LUMPSUMB, SALEINC, SALEINCX, SALEINCB, OTHERINC, OTHRINCX, OTHRINCB, FEDREFNO, FEDRFNDX, SLREFUND, SLRFUNDX, SSOVERPM, SSOVERPX, INSRFND, INSRFNDX, PTAXRFND, PTAXRFDX, OTHRFND, RFNDOTH, OTHRFNDX, PDFEDTAX, FEDTAXX, PDSLTAX, SLOCTAXX, TAXPROP, TAXPROPX, MISCTAX, MISCOTH, MISCTAXX, REVSMORT, TYPEPAY, TYPPYOTH, TYPEPYX

INTERDIV, INTRDVX, INTRDVB, NETRENT, NETRENTX, NETRENTB, ROYEST, ROYESTX, ROYESTB, RETSURV, RETSURVX, RETSURVB, OTHREG, OTHREGX, OTHREGB, LUMPSUM, LUMPSUMX, LUMPSUMB, OTHERINC, OTHRINCX, OTHRINCB, FEDREFNO, FEDRFNDX, SLREFUND, SLRFUNDX, EITC, PDFEDTAX, FEDTAXX, PDSLTAX, SLOCTAXX, MISCTAX, MISCTAXX, FOODSMP, FS_MTHI, FS_AMT, WELFARE, WELFAREX, WELFAREB, MEALSPAY, MLPAYWKX, MLPYQWKS

Prev 22B

INTEARN

  • Delete question.

  • Move 1st part (22B intro) to new question INTERDIV

Up until this point, we have discussed earnings for individual members. Now, I would like to talk to you about your household as a whole.

During the last 12 months, did ^YOU_ANYMEM receive income from any of the following –

Interest on bank accounts, money market funds, CD’s, or bonds?

  1. Yes

  2. No

Skip instructions:

<1> go to INTEARNX

<2, D, R> go to FINANING

Delete question.

Prev 22B

INTEARNX

Delete question.

What was the total amount received by all household members?

Value/skip instructions:

<1-999999999> go to FINANING

<D, R> go to INTERNB

Delete question.

Prev 22B

INTERNB

Delete question.

Could you tell me which range on CARD C best reflects the total amount of interest received ^BY_ALL during the last 12 months?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to FINANING

Delete question.

Prev 22B

FINANING

Delete question.

During the last 12 months, did ^YOU_ANYMEM receive any –

REGULAR income from dividends, trusts, estates or royalties?

  1. Yes

  2. No

Skip instructions:

<1> go to FININCX

<2, D, R> go to PENSIONS

Delete question.

Prev 22B

FININCX

Delete question.

What was the total amount received by all household members?

Value/skip instructions:

<1-99999999> go to PENSIONS

<D,R> go to FININCB

Delete question.

Prev 22B

FININCB

Delete question.

Could you tell me which range on CARD C best reflects the total amount of income from dividends, trusts, estates or royalties during the last 12 months?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to PENSIONS

Delete question.

21B

INTERDIV

  • New question based on ACS field test question INTRX- Q49C1A)

  • Contains intro sentences to Part B that were previously in INTEREST

N/A

Up until this point, we have discussed earnings for individual members. Now, I would like to talk to you about your household as a whole.

DURING THE PAST 12 MONTHS –

Did ^YOU_ANYMEM receive any interest or dividends? Report even small amounts credited to an account.

  1. Yes

  2. No

Skip instructions:

<1> go to INTRDVX

<2, D, R> go to NETRENT

21B

INTRDVX

New question based on ACS field test question INTR – Q49c2a

N/A

What was the amount?

Value/skip instructions:

<1-999999999> go to NETRENT

<D, R> go to INTRDVB

21B

INTRDVB

New card question if INTRDVX is D or R

N/A

Could you tell me which range on CARD C best reflects the amount ^YOU_ANYMEM received in interest or dividends during the PAST 12 MONTHS?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to NETRENT

21B

NETRENT

New question based on ACS field test question Q49c1b

N/A

DURING THE PAST 12 MONTHS –

Did ^YOU_ANYMEM receive any net rental income or a loss?

* Net rental income is the total amount after expenses.

  1. Yes

  2. No

Special instructions:

If INTERDIV=1 bold-black the first line (“DURING THE PAST 12 MONTHS – “) else gray out the first line

Skip instructions:

<1> go to NETRENTX

<2, D, R> go to ROYEST

21B

NETRENTX

New question based on ACS field test question Q49c2b

N/A

What was the amount?

* The net amount is the total amount after expenses.

* If income was a loss, precede amount with a ‘-‘.

* Breakeven=1.

Skip instructions:

<-999999999-99999999> go to ROYEST

<D, R> go to NETRENTB

21B

NETRENTB

New card question if NETRENTX is D or R

N/A

Could you tell me which range on CARD C best reflects the total net rental income or loss during the PAST 12 MONTHS?

  1. Loss

  2. $0-$999

  3. $1,000-$1,999

  4. $2,000-$2,999

  5. $3,000-$3,999

  6. $4,000-$4,999

  7. $5,000-$9,999

  8. $10,000-$14,999

  9. $15,000-$19,999

  10. $20,000-$29,999

  11. $30,000-$39,999

  12. $40,000-$49,999

  13. $50,000 and over

Skip instructions:

<0-12, D, R> go to ROYEST

21B

ROYEST

New question based on ACS field test question Q49c1c

N/A

DURING THE PAST 12 MONTHS –

Did ^YOU_ANYMEM receive any royalty income or income from estates and trusts?

  1. Yes

  2. No

Special instructions:

If NETRENT=1 bold-black the first line (“DURING THE PAST 12 MONTHS – “) else gray out the first line

Skip instructions:

<1> go to ROYESTX

<2, D, R> go to RETSURV

21B

ROYESTX

New question based on ACS field test question Q49c2c

N/A

What was the amount?

<1-99999999> go to RETSURV

<D, R> go to ROYESTB

21B

ROYESTB

New card question if ROYESTX is D or R

N/A

Could you tell me which range on CARD C best reflects the total amount received in royalty income or income from estates and trusts during PAST 12 MONTHS?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to RETSURV

Prev 22B

PENSIONS

Delete question.

During the last 12 months, did ^YOU_ANYMEM receive income from –

Retirement, disability and survivor pensions or annuities from private companies, military, Government, IRA or Keogh?

  1. Yes

  2. No

Skip instructions:

<1> go to PENSIONX

<2, D, R> go to UNEMPCMP

Delete question.

Prev 22B

PENSIONX

Delete question.

What was the total amount received by all household members?

Value/skip instructions:

<1-999999999> go to UNEMPCMP

<D, R> go to PENSIONB

Delete question.

Prev 22B

PENSIONB

Delete question.

Could you tell me which range on CARD C best reflects the total amount of retirement pensions and annuities during the last 12 months?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to UNEMPCMP

Delete question.

21B

RETSURV

New question based on current ACS question RETX

N/A

DURING THE PAST 12 MONTHS –

Did ^YOU_ANYMEM receive any retirement, survivor, or disability pensions?

  1. Yes

  2. No

Special instructions:

If ROYALT=1 bold-black the first line (“DURING THE PAST 12 MONTHS – “) else gray out the first line

Skip instructions:

<1> go to RETSURVX

<2> go to OTHREG

21B

RETSURVX

New question based on current ACS question RET

N/A

What was the amount?

(Do not include Social Security.)

Value/skip instructions:

<1-9999999> go to OTHREG

<D, R> go to RETSURVB

21B

RETSURVB

New card question if RETSURVX is D or R

N/A

Could you tell me which range on CARD C best reflects the total amount received in retirement, survivor, or disability pensions during the PAST 12 MONTHS?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to OTHREG

Prev 22B

UNEMPCMP

Delete question.

During the last 12 months, did ^YOU_ANYMEM receive any income from –

Unemployment compensation or supplemental unemployment compensation?

  1. Yes

  2. No

Skip instructions:

<1> go to UNEMPLX

<2, D, R> go to COMPENSN

Delete question.

Prev 22B

UNEMPLX

Delete question.

What was the total amount received by all household members?

Value/skip instructions:

<1-999999999> go to COMPENSN

<D, R> go to UNEMPLB

Delete question.

Prev 22B

UNEMPLB

Delete question.

Could you tell me which range on CARD C best reflects the total amount received in unemployment compensation during the last 12 months?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to COMPENSN

Delete question.

Prev 22B

COMPENSN

Delete question.

During the last 12 months, did ^YOU_ANYMEM receive any income from –

Worker’s compensation or veteran’s benefits including the GI Bill but not including military retirement?

  1. Yes

  2. No

Skip instructions:

<1> go to COMPENSX

<2, D, R> go to FOODSMP

Delete question.

Prev 22B

COMPENSX

Delete question.

What was the total amount received by all household members?

Value/skip instructions:

<1-999999999> go to FOODSMP

<D, R> go to COMPENSB

Delete question.

Prev 22B

COMPENSB

Delete question.

Could you tell me which range on CARD C best reflects the total amount of income from worker’s compensation during the last 12 months?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to FOODSMP

Delete question.

21B

OTHREG

New question based on current ACS question OIX

N/A

DURING THE PAST 12 MONTHS –

Did ^YOU_ANYMEM receive income on a REGULAR basis from any other source such as Veteran’s Administration (VA) payments, unemployment compensation, child support, or alimony?

  1. Yes

  2. No

Special instructions:

If RETSURV=1 bold-black the first line (“DURING THE PAST 12 MONTHS – “) else gray out the first line

Skip instructions:

<1> go to OTHREGX

<2, D, R> go to LUMPSUM

21B

OTHREGX

New question based on current ACS question OI

N/A

What was the amount from all sources?

(Do not include lump sum payments such as money from an inheritance or sale of a home.)

Value/skip instructions:

<1-99999999> go to LUMPSUM

<D, R> go to OTHREGB

21B

OTHREGB

New card question if OTHINCX is D or R

N/A

Could you tell me which range on CARD C best reflects the total amount received in Veteran’s Administration (VA) payments, unemployment compensation, child support, or alimony during the PAST 12 MONTHS?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to LUMPSUM

Prev 22B, now 21B

FOODSMP

  • Reword similar to current ACS question

  • Move toward end of Section 22B

  • Update skip instructions for replacing FOODSMPX, FOODSMPB with Diary questions FS_MTHI,

During the last 12 months, did ^YOU_ANYMEMMEM receive any –

Food stamps or food stamp money on an EBT card?

* Include any SNAP (Supplemental Nutrition Assistance Program) benefits received.

  1. Yes

  2. No

Skip instructions:

<1> go to FOODSMPX

<2, D, R> go to WELFARE

DURING THE PAST 12 MONTHS –

Did anyone in this household receive Food Stamps or a Food Stamp benefit card? Include government benefits from the Supplemental Nutritional Assistance Program (SNAP). Do NOT include WIC or the National School Lunch Program.

  1. Yes

  2. No

Special instructions:

If MISCTAX=1 bold-black the first line (“DURING THE PAST 12 MONTHS – “) else gray out the first line

Skip instructions:

<1> go to FS_MTHI

<2, D, R> go to WELFARE

Prev 4B

FOODSMPX

Delete question (replace with Diary version FS_MTHI, FS_AMT and FS_AMT)

What was the value of all food stamps or food stamp money received on an EBT card?

Value/skip instructions:

<1-999999999> go to WELFARE

<D, R> go to FOODSMPB

Delete question.

Pref 4B

FOODSMPB

Delete question (replace with Diary version FS_MTHI and FS_AMT)

Could you tell me which range on CARD C best reflects the total value of all food stamps or food stamp money on an EBT card received in the last 12 months?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to WELFARE

Delete question.

21B

FS_MTHI

  • Move toward end of Section 22B

  • Use Diary version - FS_MTHI and FS_AMT

N/A

In how many of the last 12 months were food stamps or EBTs received?

Value/skip instructions:

<1-12, D, R> go to FS_AMT

21B

FS_AMT

  • Move toward end of Section 22B

  • Use Diary version - FS_MTHI and FS_AMT

N/A

What was the dollar value of the last food stamps or EBT received?

Value/skip instructions:

<1-9999999999, D, R> go to WELFARE

Prev 22B, now 21B

WELFARE

  • Reword similar to ACS field test question PAX – Q49F1

  • Move toward end of Section 22B

  • Update skip instructions

During the last 12 months, did ^YOU_ANYMEM receive any state or local government welfare program, such as TANF, or short-term emergency help?

This would include checks, direct deposits, or EBT cards, but would not include food stamps.

  1. Yes

  2. No

Skip instructions:

<1> go to WELFAREX

<2, D, R> go to INC_LOSS

DURING THE PAST 12 MONTHS –

Did [fill: you/you or any members of this household, including any children,] receive any welfare payments or cash assistance from the state or local welfare office?

Please include even if only for one month. Do NOT include benefits from food, energy, or rental assistance programs.

  1. Yes

  2. No

Special instructions:

If REC_FS=1 bold-black the first line (“DURING THE PAST 12 MONTHS – “) else gray out the first line

Fill instructions: if single person CU fill “you” else fill “you or any members of this household, including any children.”

Skip instructions:

<1> go to WELFAREX

<2, D, R> go to MEALSPAY

Prev 22B, now 21B

WELFAREX

  • Reword similar to ACS field test question PA – Q49F2

How much cash assistance did you receive last year?

Value/skip instructions:

<1-999999999> go to INC_LOSS

<D, R> go to WELFRB

What was the amount for the PAST 12 MONTHS?

Value/skip instructions:

<1-99999999> go to MEALSPAY

<D, R> go to WELFAREB

Prev 22B, now 21B

WELFAREB

  • Update question pattern (“last” to “past”)

  • Update skip instructions

Could you tell me which range on CARD C best reflects the total amount of income from c ash assistance from state or local government welfare programs during the last 12 months?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to INC_LOSS

Could you tell me which range on CARD C best reflects the total amount of income from cash assistance from state or local government welfare programs during the PAST 12 MONTHS?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to MEALSPAY

Prev 22B

INC_LOSS

Delete question.

During the last 12 months, did ^YOU_ANYMEM have any net income or loss from any type of rental rooms or living units?

  1. Yes

  2. No

Skip instructions:

<1> go to INCLOSSA

<2, D, R> go to CHDSUP

Delete question.

Prev 22B

INCLOSSA

Delete question.

How much net income or loss was received from roomers or boarders?

Skip instructions:

<0> go to INCLOSSB

<1-9999999999 > go to INCLOSSN

<D, R> go to INCLOSAB

Delete question.

Prev 22B

INCLOSAB

Delete question.

Could you tell me which range on CARD C best reflects your net income or loss from roomers or boarders?

  1. Loss

  2. $0-$999

  3. $1,000-$1,999

  4. $2,000-$2,999

  5. $3,000-$3,999

  6. $4,000-$4,999

  7. $5,000-$9,999

  8. $10,000-$14,999

  9. $15,000-$19,999

  10. $20,000-$29,999

  11. $30,000-$39,999

  12. $40,000-$49,999

  13. $50,000 and over

Skip instructions:

<0-12, D, R> go to INCLOSSB

Delete question.

Prev 22B

INCLOSSN

Delete question.

* Do not read.

Was this an income or loss?

  1. Loss

  2. Income

Skip instructions:

<1, 2, D> go to INCLOSSB

Delete question.

Prev 22B

INCLOSSB

Delete question.

How much net income or loss was received from other rental units?

Value/skip instructions:

<0> go to CHDSUP

<1-99999999> go to INCLOSBN

<D, R> go to INCLOSBB

Delete question.

Prev 22B

INCLOSBB

Delete question.

Could you tell me which range on CARD C best reflects your net income or loss from other rental units during the last 12 months?

  1. Loss

  2. $0-$999

  3. $1,000-$1,999

  4. $2,000-$2,999

  5. $3,000-$3,999

  6. $4,000-$4,999

  7. $5,000-$9,999

  8. $10,000-$14,999

  9. $15,000-$19,999

  10. $20,000-$29,999

  11. $30,000-$39,999

  12. $40,000-$49,999

  13. $50,000 and over

Skip instructions:

<0-12, D, R> go to CHDSUP

Delete question.

Prev 22B

INCLOSBN

Delete question.

* Do not read.

Was this an income or loss?

  1. Loss

  2. Income

Skip instructions:

<1, 2, D> go to CHDSUP

Delete question.

Prev 22B

CHDSUP

Delete question.

During the last 12 months, did ^YOU_ANYMEM receive any income from child support?

  1. Yes

  2. No

Skip instructions:

<1> go to CHDLMP

<2, D, R> go to ALIMSUP

Delete question.

Prev 22B


CHDLMP

Delete question.

Did you receive a one time lump sum payment for child support?

  1. Yes

  2. No

<1> go to CHDLMPX

<2, D, R> go to CHDSPOTH

Delete question.

Prev 22B


CHDLMPX

Delete question.

What was the total amount of lump sum payments for child support received by all household members in the last 12 months?

Value/skip instructions:

<1-999999999> go to CHDSPOTH

<D, R> go to CHDLMPB

Delete question.

Prev 22B


CHDLMPB

Delete question.

Could you tell me which range on CARD C best reflects the total amount received in lump sum payments for child support during the last 12 months?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to CHDSPOTH

Delete question.

Prev 22B


CHDSPOTH

Delete question.

Did you receive any child support payments in other than a lump sum amount?

  1. Yes

  2. No

Skip instructions:

<1> go to CHDOTHX

<2, D, R> go to ALIMSUP

Delete question.

Prev 22B


CHDOTHX

Delete question.

What was the total amount of non-lump sum payments received by all household members in the last 12 months?

Value/skip instructions:

<1-999999999> go to ALIMSUP

<D, R> go to CHDOTHB

Delete question.

Prev 22B


CHDOTHB

Delete question.

Could you tell me which range on CARD C best reflects the total amount received in child support payments, other than lump sum amounts, by all household members during the last 12 months?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to ALIMSUP

Delete question.

Prev 22B

ALIMSUP

Delete question.

During the last 12 months, did ^YOU_ANYMEM receive any REGULAR income from –

Alimony?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to OTHCONT

Delete question.

Prev 22B


OTHCONT

Delete question.

During the last 12 months, did ^YOU_ANYMEM receive any REGULAR income from –

Other sources such as from persons outside your household?

  1. Yes

  2. No

Skip instructions:

<1 > if ALIMSUP=1 go to ALIOTHX else go to LUMPSUM

<2, D, R> go to LUMPSUM

Delete question.

Prev 22B


ALIOTHX

Delete question.

Altogether, what was the total amount received by all household membersfrom alimony and other sources in the last 12 months?

Value/skip instructions:

<1-99999999> go to LUMP

<D, R> go to ALIOTHB

Delete question.

Prev 22B


ALIOTHB

Delete question.

Could you tell me which range on CARD C best reflects the total amount received in alimony and other sources during the last 12 months?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to LUMPSUM

Delete question.

Prev 22B, now 21B

LUMPSUM

  • Make question pattern consistent with new, other revised questions

  • Add “child support”

  • Update skip instructions to go to OTHIN next

During the last 12 months, did ^YOU_ANYMEM receive any –

Lump sum payments from insurance, estates, trusts, royalties, alimony, prizes or games of chance, or from persons outside your household?

  1. Yes

  2. No

Skip instructions:

<1> go to LUMPSUMX

<2, D, R> go to SALEINC

DURING THE PAST 12 MONTHS -

Did ^YOU_ANYMEM receive any lump sum payments from insurance, estates, trusts, royalties, child support, alimony, prizes or games of chance, or from persons outside your household?

  1. Yes

  2. No

Special instructions:

If OTHREG=1 bold-black the first line (“DURING THE PAST 12 MONTHS – “) else gray out the first line

Skip instructions:

<1> go to LUMPSUMX

<2, D, R> go to OTHERINC

Prev 22B, now 21B

LUMPSUMX

  • Update skip instructions to go to OTHERINC next

  • Make “by all household members” a fill for non-single person CUs

What was the total amount received by all household members?

Value/skip instructions:

<1-99999999> go to SALEINC

<D, R> go to LUMPSUMB

What was the total amount received [fill: by all household members]?

Fill instructions:

If single person CU leave blank else fill “by all household members”

Value/skip instructions:

<1-9999999> go to OTHERINC

<D, R> go to LUMPSUMB

Prev 22B, now 21B

LUMPSUMB

  • Update skip instructions to co go OTHIN next

  • Update question pattern (“last” to “past”)

Could you tell me which range on CARD C best reflects the total lump sum payments during the last 12 months?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to SALEINC

Could you tell me which range on CARD C best reflects the total lump sum payments during the PAST 12 MONTHS?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to OTHERINC

Prev 22B

SALEINC

Delete question.

During the last 12 months, did ^YOU_ANYMEM receive any –

Money from the sale of household furnishings, equipment, clothing, jewelry, pets, or other belongings, not including the sale of vehicles or real estate?

  1. Yes

  2. No

Skip instructions:

<1> go to SALEINCX

<2, D, R> go to OTHERINC

Delete question.

Prev 22B

SALEINCX

Delete question.

What was the total amount received by all household members?

Value/skip instructions:

<1-999999999> go to OTHERINC

<D, R> go to SALEINCB

Delete question.

Prev 22B

SALEINCB

Delete question.

Could you tell me which range on CARD C best reflects the total amount received from these sales during the last 12 months?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to OTHERINC

Delete question.

Prev 22B, now 21B

OTHERINC

Add “not already reported”

During the last 12 months, did ^YOU_ANYMEM receive any –

Other money income, including money received from cash scholarship and fellowship, stipends not based on working, or from the care of foster children?

  1. Yes

  2. No

Skip instructions:

<1> go to OTHERINCX

<2, D, R> go to FEDREFNO

DURING THE PAST 12 MONTHS

Other money income, including money received from cash scholarship and fellowship, stipends not based on working, or from the care of foster children, not already reported?

  1. Yes

  2. No

Special instructions:

If LUMPSUM=1 bold-black first part of question text “During the last 12 months, did ^YOU_ANYMEM receive any– “ else gray out first part of question text

Skip instructions:

<1> go to OTHERINCX

<2, D, R> go to FEDREFNO

Prev 22B, now 21B

OTHRINCX

Make “by all household members” a fill for non-single person CUs

What was the total amount received by all household members?

Value/skip instructions:

<1-99999999> go to FEDREFNO

<D, R> go to OTHERINCB

What was the total amount received [fill: by all household members]?

Fill instructions:

If single person CU leave blank else fill “by all household members”

Value/skip instructions:

<1-99999999> go to FEDREFNO

<D, R> go to OTHERINCB

Prev 22B, now 21B

OTHRINCB

Update question pattern (“last” to “past”)

Could you tell me which range on CARD C best reflects the total amount of other money income received during the last 12 months?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to FEDREFNO

Could you tell me which range on CARD C best reflects the total amount of other money income received during the PAST 12 MONTHS?

  1. $0-$999

  2. $1,000-$1,999

  3. $2,000-$2,999

  4. $3,000-$3,999

  5. $4,000-$4,999

  6. $5,000-$9,999

  7. $10,000-$14,999

  8. $15,000-$19,999

  9. $20,000-$29,999

  10. $30,000-$39,999

  11. $40,000-$49,999

  12. $50,000 and over

Skip instructions:

<1-12, D, R> go to FEDREFNO

Prev 22B, now 21B

FEDREFNO

Update question pattern to match others

During the last 12 months, did ^YOU_ANYMEM receive any REFUNDS from any of the following –

Federal income tax?

  1. Yes

  2. No

Skip instructions:

<1> go to FEDREFX

<2, D, R> go to STATREF

DURING THE PAST 12 MONTHS –

Did ^YOU_ANYMEM receive any REFUNDS from any of the following –

Federal income tax in addition to that withheld from earnings?

  1. Yes

  2. No

Special instructions:

If LUMPSUM=1 bold-black first part of question text “DURING THE PAST 12 MONTHS - “ else gray out first part of question text

Skip instructions:

<1> FEDRFNDX

<2, D, R> go to SLREFUND

Prev 22B, now 21B

FEDRFNDX

Make “by all household members” a fill for non-single person CUs

What was the total amount received by all household members?

Value/skip instructions:

<1-9999999999, D, R> go to SLREFUND

What was the total amount received [fill: by all household members]?

Fill instructions:

If single person CU leave blank else fill “by all household members”

Value/skip instructions:

<1-9999999999, D, R> go to SLREFUND

Prev 22B, now 21B

SLREFUND

  • Update question pattern to match others

  • Alter second line

  • Gray out first line

During the last 12 months, did ^YOU_ANYMEM receive any REFUNDS from any of the following –

State and local income tax?

  1. Yes

  2. No

Skip instructions:

<1> go to SLRFUNDX

<2, D, R> go to SSOVERPM

DURING THE PAST 12 MONTHS –

Did ^YOU_ANYMEM receive any REFUNDS from –

State and local income tax?

  1. Yes

  2. No

Special instructions:

If FEDREF =1 bold-black the second line (“Did ^YOU_ANYMEM receive any REFUNDS from - “) else gray out the second line

Skip instructions:

<1> go to SLRFUNDX

<2, D, R> go to EITC

Prev 22B, now 21B

SLRFUNDX

  • Update skip instructions due to deleting SSREF, SSREFX, INSREF, INSREFX, PTAXREF, PTAXREFX, OTHREF, RFNDOTH, OTHREFX

  • Make “by all household members” a fill for non-single person CUs

What was the total amount received by all household members?

Value/skip instructions:

<1-99999999, D, R> go to SSOVERPM

What was the total amount received fill: by all household members]?

Fill instructions:

If single person CU leave blank else fill “by all household members”

Value/skip instructions:

<1-99999999, D, R> go to EITC

Prev 22B

SSOVERPM

Delete question.

During the last 12 months, did ^YOU_ANYMEM receive any REFUNDS from any of the following –

Overpayment on Social Security?

  1. Yes

  2. No

Skip instructions:

<1> go to SSOVERPX

<2, D, R> go to INSRFND

Delete question.

Prev 22B

SSOVERPX

Delete question.

What was the total amount received by all household members?

Value/skip instructions:

<1-9999999, D, R> go to INSRFND

Delete question.

Prev 22B

INSRFND

Delete question.

During the last 12 months, did ^YOU_ANYMEM receive any REFUNDS from any of the following –

Insurance policies?

  1. Yes

  2. No

Skip instructions:

<1> go to INSRFNDX

<2, D, R> go to PTAXRFND

Delete question.

Prev 22B

INSRFNDX

Delete question.

What was the total amount received by all household members?

Value/skip instructions:

<1-999999999, D, R> go to PTAXRFND

Delete question.

Prev 22B

PTAXRFND

Delete question.

During the last 12 months, did ^YOU_ANYMEM receive any REFUNDS from any of the following –

Property taxes?

  1. Yes

  2. No

Skip instructions:

<1> go to PTAXRFDX

<2, D, R> go to OTHRFND

Delete question.

Prev 22B

PTAXRFDX

Delete question.

What was the total amount received by all household members?

Value/skip instructions:

<1-99999999, D, R> go to OTHRFND

Delete question.

Prev 22B

OTHRFND

Delete question.

During the last 12 months, did ^YOU_ANYMEM receive any REFUNDS from any of the following –

Other sources, including any other taxes?

  1. Yes

  2. No

Skip instructions:

<1> go to RFNDOTH

<2, D, R> go to PDFEDTAX

Delete question.

Prev 22B

RFNDOTH

Delete question.

Specify:

Value/skip instructions:

<30 characters> go to OTHRFNDX

Delete question.

Prev 22B

OTHRFNDX

Delete question.

What was the total amount received by all household members?

Value/skip instructions:

<1-999999999, D, R> go to PDFEDTAX

Delete question.

21B

EITC

New question on Earned Income Tax Credit (EIC)

N/A

The Earned Income Tax Credit is a benefit for certain people who work and have low to moderate wages. A tax credit means more money in your pocket. It reduces the amount of tax you owe and may also give you a refund.

During the past 12 months, did ^YOU_ANYMEM claim an Earned Income Tax Credit on your federal income tax return?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R> go to PDFEDTAX

Prev 22B, now 21B

PDFEDTAX

Update question pattern to match others

During the last 12 months, did ^YOU_ANYMEM PAY any of the following –

Federal income tax in addition to that withheld from earnings?

  1. Yes

  2. No

Skip instructions:

<1> go to FEDTAXXX

<2, D, R> go to PDSLTAX

DURING THE PAST 12 MONTHS –

Did ^YOU_ANYMEM PAY any of the following –

Federal income tax in addition to that withheld from earnings?

  1. Yes

  2. No

Skip instructions:

<1> go to FEDTAXX

<2, D, R> go to PDSLTAX

Prev 22B, now 21B

FEDTAXX

Make “by all household members” a fill for non-single person CUs

What was the total amount PAID by all household members?

Value/skip instructions:

<1-99999999, D, R> go to PDSLTAX

What was the total amount PAID [fill: by all household members]?

Fill instructions:

If single person CU leave blank else fill “by all household members”

Value/skip instructions:

<1-99999999, D, R> go to PDSLTAX

Prev 22B, now 21B

PDSLTAX

  • Update question pattern to match others

  • Alter second line

  • Gray out first line

  • Update skip instructions due to deleting TAXPROP

During the last 12 months, did ^YOU_ANYMEM PAY any of the following –

State and local income tax in addition to that withheld from earnings?

  1. Yes

  2. No

Skip instructions:

<1> go to SLOCTAXX

<2, D, R> go to TAXPROP

DURING THE PAST 12 MONTHS –

Did ^YOU_ANYMEM PAY any–

State and local income tax in addition to that withheld from earnings?

  1. Yes

  2. No

Special instructions:

If PDFEDTAX =1 bold-black the second line (“Did ^YOU_ANYMEM PAY any - “) else gray out the second line

Skip instructions:

<1> go to SLOCTAXX

<2, D, R> go to MISCTAX

Prev 22B, now 21B

SLOCTAXX

  • Update skip instructions (Move vehicle personal property taxes to Section 12B)

  • Make “by all household members” a fill for non-single person CUs

What was the total amount PAID by all household members?

Value/skip instructions:

<1-9999999999, D, R> go to TAXPROP

What was the total amount PAID [fill: by all household members]?

Fill instructions:

If single person CU leave blank else fill “by all household members”

Value/skip instructions:

<1-9999999999, D, R> go to MISCTAX

Prev 22B

TAXPROP

Delete question (Move vehicle personal property taxes to Section 12B)

During the last 12 months, did ^YOU_ANYMEM PAY any of the following –

Personal property taxes for vehicles?

  1. Yes

  2. No

Skip instructions:

<1> go to TAXPROPX

<2, D, R> go to MISCTAX

Delete question.

Prev 22B

TAXPROPX

Delete question. (Move vehicle personal property taxes to Section 12B)

What was the total amount PAID by all household members?

Value/skip instructions:

<1-99999999, D, R> go to MISCTAX

Delete question.

Prev 22B, now 21B

MISCTAX

  • Update question pattern to match others

  • Alter second line

  • Gray out first line

  • Reword to “other taxes such as inheritance or estate taxes”

  • Update skip instructions

During the last 12 months, did ^YOU_ANYMEM PAY any of the following –

Personal property taxes and other taxes not reported elsewhere? Do not include Social Security tax for the self-employed or real estate taxes.

  1. Yes

  2. No

Skip instructions:

<1> go to MISCOTH

<2, D, R> go to S22B_END

DURING THE PAST 12 MONTHS –

Did ^YOU_ANYMEM PAY any of the following –

Other taxes such as inheritance or estate taxes?

  1. Yes

  2. No

Special instructions:

If PDSLTAX =1 bold-black the second line (“Did ^YOU_ANYMEM PAY any - “) else gray out the second line

Skip instructions:

<1> go to MISCTAXX

<2, D, R> go to FOODSMP

Prev 22B

MISCOTH

Delete question.

Specify:

Value/skip instructions:

<30 characters> go to ADDOTHX

Delete question.

Prev 22B, now 21B

MISCTAXX

Make “by all household members” a fill for non-single person CUs

What was the total amount PAID by all household members?

Value/skip instructions:

<1-999999999, D, R> go to OCCEXPN

What was the total amount PAID [fill: by all household members]?

Fill instructions:

If single person CU leave blank else fill “by all household members”

Value/skip instructions:

<1-999999999, D, R> go to FOODSMP

22B

REVSMORT

Delete question.

^DoDoes ^YOU_YRCU havea Reverse Mortgage on this home?

  1. Yes

  2. No

Skip instructions:

<1> go to TYPEPAY

<2, D, R> go to 22B_END

Delete question.

22B

TYPEPAY

Delete question.

You can be paid in several ways from this mortgage a reverse mortgage. How are you paid from this mortgage?

* Enter all that apply, separate with commas.

  1. Lump sum

  2. Regular monthly payment

  3. Credit line account

  4. Other

  1. Don’t know

Skip instructions:

<1, 2, 3, 77, R> go to TYPEPYX

<4> go to TYPPYOTH

Delete question.

22B

TYPPYOTH

Delete question.

* Specify:

Skip instructions:

<30 characters> go to TYPEPYX

Delete question.

22B

TYPEPYX

Delete question.

Since the first of ^REF_MONTH, how much ^HAVE_HAS ^YOU_YRCU received from this mortgage?

Value/skip instructions:

<0-999999, D, R> go to S22B_END

Delete question.

21B

MEALSPAY

Move MEALSPAY, MLPAYWKX, and MLPYQWKS to part B of income section.

N/A

Have ^YOU_ANYMEM received any free meals at work as part of your pay?

  1. Yes

  2. No

Skip instructions:

<1> go to MLPAYWKX

<2, D, R> go to S22B_END

21B

MLPAYWKX

Move MEALSPAY, MLPAYWKX, and MLPYQWKS to part B of income section.

N/A

About what was the WEEKLY dollar value of these meals?

Value/skip instructions:

<0-9999, D, R> go to MLPYQWKS

21B

MLPYQWKS

Move MEALSPAY, MLPAYWKX, and MLPYQWKS to part B of income section.

N/A

Since the first of ^REF_MONTH for how many weeks did members of your household receive these meals?

Value/skip instructions:

<1-13, D, R> go to S22B_END



DELETE CURRENT SECTION 22G (to be replaced by new assets/liabilities section (new section 22))

Section 22G changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ CAPI Wording/Specification

22G

SAVACCTX

Delete question.

Now I am going to ask about change in assets.

As of the last day of ^LAST_MONTH, what was the total balance or market value (including interest earned) of –

Savings accounts in banks, savings and loans, credit unions and similar accounts?

Value/skip instructions:

<0-99999999, D, R> go to CKBKACTX

Delete question.

22G

CKBKACTX

Delete question.

As of the last day of ^LAST_MONTH, what was the total balance or market value (including interest earned) of –

Checking accounts, brokerage accounts and other similar accounts?

Value/skip instructions:

<0-99999999999, D, R> go to USBNDX

Delete question.

22G

USBNDX

Delete question.

As of the last day of ^LAST_MONTH, what was the total balance or market value (including interest earned) of –

U.S. Savings bonds?

Value/skip instructions:

<0-99999999999, D, R> go to COMPSAV

Delete question.

22G

COMPSAV

Delete question.

How does the amount your household had on the last day of ^LAST_MONTH compare with the amount your household had on the last day of ^LAST_MONTH one year ago in –

Savings accounts?

  1. Same

  2. More

  3. Less

Skip instructions:

<1, D, R> go to COMPCKG

<2, 3> go to COMPSAVX

Delete question.

22G

COMPSAVX

Delete question.

How much ^MoreLess?

Value/skip instructions:

<1-999999999, D, R> go to COMPCKG

Delete question.

22G

COMPCKG

Delete question.

How does the amount your household had on the last day of ^LAST_MONTH compare with the amount your household had on the last day of ^LAST_MONTH one year ago in –

Checking accounts?

  1. Same

  2. More

  3. Less

Skip instructions:

<1, D, R> go to COMPBND

<2, 3> go to COMPCKGX

Delete question.

22G

COMPCKGX

Delete question.

How much ^MoreLess?

Value/skip instructions:

<1-999999999, D, R> go to COMPBND

Delete question.

22G

COMPBND

Delete question.

How does the amount your household had on the last day of ^LAST_MONTH compare with the amount your household had on the last day of ^LAST_MONTH one year ago in –

U.S. Savings Bonds?

  1. Same

  2. More

  3. Less

Skip instructions:

<1, D, R> go to SECOWND

<2, 3> go to COMPBNDX

Delete question.

22G

COMPBNDX

Delete question.

How much ^MoreLess?

Value/skip instructions:

<1-999999999, D, R> go to SECOWND

Delete question.

22G

SECOWND

Delete question.

Did ^YOU_ANYMEM own any securities, such as stocks, mutual funds, private bonds, government bonds, or Treasury notes on the last day of ^LAST_MONTH?

  1. Yes

  2. No

Skip instructions:

<1> go to SECESTX

<2, D, R> go to PURSSEC

Delete question.

22G

SECESTX

Delete question.

What was the estimated value of all such securities on the last day of ^LAST_MONTH?

Value/skip instructions:

<1-999999999, D, R> go to COMPSEC

Delete question.

22G

COMPSEC

Delete question.

How does this compare with the value of such securities your household held on the last day of ^LAST_MONTH one year ago?

  1. Same

  2. More

  3. Less

Skip instructions:

<1, D, R> go to PURSSEC

<2, 3> go to COMPSECX

Delete question.

22G

COMPSECX

Delete question.

How much ^MoreLess?

Value/skip instructions:

<1-999999999, D, R> go to PURSSEC

Delete question.

22G

PURSSEC

Delete question.

During the last 12 months, did ^YOU_ANYMEM PURCHASE any stocks, mutual funds, or bonds?

  1. Yes

  2. No

Skip instructions:

<1> go to PURSSECX

<2, D, R> go to SELLSEC

Delete question.

22G

PURSSECX

Delete question.

What was the total purchase price including broker fees?

Value/skip instructions:

<1-999999999, D, R> go to SELLSEC

Delete question.

22G

SELLSEC

Delete question.

During the last 12 months, did ^YOU_ANYMEM SEL any stocks, mutual funds, or bonds?

  1. Yes

  2. No

Skip instructions:

<1> go to SELLSECX

<2, D, R> go to COLPLAN

Delete question.

22G

SELLSECX

Delete question.

What was the net amount received from sales after subtracting broker fees?

Value/skip instructions:

<1-999999999, D, R> go to COLPLAN

Delete question.

22G

COLPLAN

Delete question.

During the last 12 months, did ^YOU_ANYMEM put any money into a tax-deferred or tax-free educational savings plan, such as section 529 plan, state sponsored pre-paid tuition plans, or educational IRAs for ^YOURSELF?

  1. Yes

  2. No

Skip instructions:

<1> go to COLPLANX

<2, D, R> go to BSINVST

Delete question.

22G

COLPLANX

Delete question.

How much?

Value/skip instructions:

<1-9999999999, D, R> go to BSINVST

Delete question.

22G

BSINVST

Delete question.

During the last 12 months, did ^YOU_ANYMEM make any investments to your own business or farm?

  1. Yes

  2. No

Skip instructions:

<1> go to BSINVSTX

<2, D, R> go to WDBSAST

Delete question.

22G

BSINVSTX

Delete question.

How much did you invest?

Value/skip instructions:

<1-99999999, D, R> go to WDBSAST

Delete question.

22G

WDBSAST

Delete question.

During the last 12 months, did ^YOU_ANYMEM withdraw any assets from your own business or farm?

  1. Yes

  2. No

Skip instructions:

<1> go to WDBSASTX

<2, D, R> go to WDBSGDS

Delete question.

22G

WDBSASTX

Delete question.

What was the value of such assets?

Value/skip instructions:

<1-999999999, D, R> go to WDBSGDS

Delete question.

22G

WDBSGDS

Delete question.

During the last 12 months, were any goods or services from your own business or farm withdrawn for personal use?

  1. Yes

  2. No

Skip instructions:

<1> go to WDBSGDSX

<2, D, R> go to MONYOWE

Delete question.

22G

WDBSGDSX

Delete question.

What was the value of these goods or services?

Value/skip instructions:

<1-999999999, D, R> go to MONYOWE

Delete question.

22G

MONYOWE

Delete question.

On the last day of ^LAST_MONTH, did anyone outside of your household owe money to ^YOU_ANYMEM?

  1. Yes

  2. No

Skip instructions:

<1> go to COMPOWD

<2, D, R> go to MONYOWD

Delete question.

22G

COMPOWD

Delete question.

How does the amount owed to your household on the last day of ^LAST_MONTH compare with the amount owed to your household by persons outside your household on the last day of ^LAST_MONTH one year ago?

  1. Same

  2. More

  3. Less

Skip instructions:

<1, D, R> go to MONYOWD

<2, 3> go to COMPOWDX

Delete question.

22G

COMPOWDX

Delete question.

How much ^MoreLess?

Value/skip instructions:

<1-99999999, D, R> go to MONYOWD

Delete question.

22G

MONYOWD

Delete question.

Did anyone outside of your household owe money to ^YOU_ANYMEM on the last day of ^LAST_MONTH ONE YEAR AGO?

  1. Yes

  2. No

Skip instructions:

<1> go to MONYOWDX

<2, D, R> go to SETLINS

Delete question.

22G

MONYOWDX

Delete question.

How much was owed?

Value/skip instructions:

<1-999999999, D, R> go to SETLINS

Delete question.

22G

SETLINS

Delete question.

During the last 12 months, did ^YOU_ANYMEM receive settlement on surrender of any insurance policies (life or annuity)?

  1. Yes

  2. No

Skip instructions:

<1> go to SETLINSX

<2, D, R> go to S22G_END

Delete question.

22G

SETLINX

Delete question.

How much did you receive?

Value/skip instructions:

<1-99999999, D, R> go to S22G_END

Delete question.



New Section 22 (Assets & Liabilities) – to be asked of FIFTH INTERVIEWS ONLY

CEQ Section

CEQ CAPI Variable

Detail

2013 CEQ CAPI Wording/Specification

New 22

LIAINTRO

INTNMBR=5 only.

Section intro.

The next few questions are about financial assets, credit, and loans. We know people aren’t used to discussing their debt and financial assets, but we use this information to get a picture of how spending relates to changes in debt and savings. Be assured that, like all other information you have provided, these answers will be kept strictly confidential.

  1. Enter 1 to continue

Skip instructions:

<1> go to IRAX

New 22

IRAX

Value question for retirement accounts

As of TODAY –

What is the total value of all retirement accounts such as 401(k)s, IRAs, and Thrift Savings Plans that ^YOU_YRCU [fill: own/owns]?

Fill instructions:

If single-person CU fill “own” else fill “owns”

Value/skip instructions:

<0-99999999999> go to IRAYRX

<D, R> go to IRAB

New 22

IRAB

Card question for DK or R to IRAX

Could you tell me which range on CARD D best reflects the total value of all retirement accounts such as 401(k)s, IRAs, and Thrift Savings Plans?

  1. $0-$1,999

  2. $2,000-$9,999

  3. $10,000-$49,999

  4. $50,000-$199,999

  5. $200,000-$449,999

  6. $450,000 and over

Skip instructions:

<1-6> go to IRAYRX

<D, R> go to DEFBENRP

New 22

IRAYRX

Value on retirement accounts for one year ago today (only comes up if there is a value in IRA or a card value selected in IRAB)

What was the total value of all retirement accounts ONE YEAR AGO TODAY?

Value/skip instructions:

<0-99999999999> go to DEFBENRP

<D, R> go to IRAYRB

New 22

IRAYRB

Card question on retirement accounts for one year ago today (if IRAYRX is D or R only)

Could you tell me which range on CARD D best reflects the total value of all retirement accounts ONE YEAR AGO TODAY?

  1. $0-$1,999

  2. $2,000-$9,999

  3. $10,000-$49,999

  4. $50,000-$199,999

  5. $200,000-$449,999

  6. $450,000 and over

Skip instructions:

<1-6, D, R> go to DEFBENRP

New 22

DEFBENRP

Y/N question on presence of defined benefit retirement plans

Do ^YOU_ANYMEM have a defined benefit retirement plan, such as a pension from an employer?

  1. Yes

  2. No

Skip instructions:

<1, 2, D, R >go to STOCK

New 22

STOCK

Y/N screener on directly-held stocks, bonds, mutual funds (including savings bonds)

Do ^YOU_ANYMEM have any directly-held stocks, bonds, or mutual funds [fill: not in retirement accounts]?

* Include US savings bonds

  1. Yes

  2. No

Fill instructions:

If IRAX > 0 or D or R, fill “not in retirement accounts” else leave blank.

Skip instructions:

<1> go to STOCKX

<2, D, R> go to LIQUIDX

New 22

STOCKX

Value question on directly-held stocks, bonds, mutual funds (including savings bonds)

As of TODAY –

What is the total value of all directly-held stocks, bonds, and mutual funds [fill: not in retirement accounts] that ^YOU_YRCU [fill: own/owns]?

* Include US savings bonds

Fill instructions:

If IRAX > 0 or D or R, fill “not in retirement accounts” else leave blank.

If single person CU fill “own” else fill “owns”

Skip instructions:

<1-9999999999> go to STOCKYRX

<D, R> go to STOCKB

New 22

STOCKB

Card question if STOCKX is D or R

Could you tell me which range on CARD D best reflects the total value of all directly-held stocks, bonds, and mutual funds [fill: not in retirement accounts] such as 401(k)s, IRAs, and Thrift Savings Plans?

* Include US savings bonds

  1. $0-$1,999

  2. $2,000-$9,999

  3. $10,000-$49,999

  4. $50,000-$199,999

  5. $200,000-$449,999

  6. $450,000 and over

Fill instructions:

If IRAX > 0 or D or R, fill “not in retirement accounts” else leave blank.

Skip instructions:

<1-6> go to STOCKYRX

<D, R> go to LIQUIDX

New 22

STOCKYRX

Value question on directly-held stocks, bonds, mutual funds one year ago (only asked if a value collected in STOCKX or a range selected in STOCKB)

What was the total value of all directly-held stocks, bonds, and mutual funds [fill: not in retirement accounts] ONE YEAR AGO TODAY?

* Include US savings bonds

Fill instructions:

If IRAX > 0 or D or R, fill “not in retirement accounts” else leave blank.

Value/skip instructions:

<0-99999999999> go to LIQUIDX

<D, R> go to STOCKYRB

New 22

STOCKYRB

Card question if STOCKYRX is D or R

Could you tell me which range on CARD D best reflects the total value of all directly-held stocks, bonds, and mutual funds [fill: not in retirement accounts] ONE YEAR AGO TODAY?

* Include US savings bonds

  1. $0-$1,999

  2. $2,000-$9,999

  3. $10,000-$49,999

  4. $50,000-$199,999

  5. $200,000-$449,999

  6. $450,000 and over

Skip instructions:

<1-6, D, R> go to LIQUIDX

New 22

LIQUIDX

Value question on checking, savings, money market accounts, and CDs

As of TODAY –

What is the total value of all checking, savings, money market accounts, and certificates of deposit or CDs ^YOU_YRCU [fill: have/has]?

Value/skip instructions:

<0-999999999999> go to LIQUDYRX

<D, R> go to LIQUIDB

New 22

LIQUIDB

Card question follow-up if LIQUIDX is D or R

Could you tell me which range on CARD E best reflects the total value of checking, savings, money market accounts, and certificates of deposit or CDs?

  1. $0-$499

  2. $500-$999

  3. $1,000-$2,499

  4. $2,500-$9,999

  5. $10,000-$34,999

  6. $35,000 and over

Skip instructions:

<1-6> go to LIQUDYRX

<D, R> go to WHOLIF

New 22

LIQUDYRX

Value question on checking, savings, money market, and CDs one year ago (only asked if a value collected in LIQUIDX or a range selected in LIQUIDB)

What was the total value of all checking, savings, money market accounts, and certificates of deposit or CDs ONE YEAR AGO TODAY?

Value/skip instructions:

<0-999999999999> go to WHOLIF

<D, R> go to LIQUDYRB

New 22

LIQUDYRB

Card question follow-up if LIQUDYRX is D or R

Could you tell me which range on CARD E best reflects the total value of all checking, savings, money market accounts, and certificates of deposit or CDs ONE YEAR AGO TODAY?

  1. $0-$499

  2. $500-$999

  3. $1,000-$2,499

  4. $2,500-$9,999

  5. $10,000-$34,999

  6. $35,000 and over

Skip instructions:

<1-5, D, R> go to WHOLIF

New 22

WHOLIF

Y/N screener question on whole life insurance policies

^DoDoes ^YOU_YRCU own any whole life insurance or other life insurance policies that can be surrendered for cash or borrowed against prior to the death of the person insured?

* Also include universal life and variable life insurance

* Do NOT include term life insurance or other policies that only have a benefit upon death or disability

  1. Yes

  2. No

Skip instructions:

<1> go to WHOLIFX

<2, D, R> go to OTHAST

New 22

WHOLIFX

Value question on surrender value of whole life insurance policies

As of TODAY –

What is the total surrender value of these policies?

* Surrender value is also known as the cash value

* Enter the amount that can be borrowed or withdrawn prior to death, NOT the benefit upon death of the insured

Value/skip instructions:

<1-99999999> go to WHLFYRX

<D, R> go to WHOLIFB

New 22

WHOLIFB

Card question follow-up if WHOLIFX is D or R

Could you tell me which range on CARD E best reflects the total surrender value of these policies?

* Surrender value is also known as the cash value

* Enter the amount that can be borrowed or withdrawn prior to death, NOT the benefit upon death of the insured

  1. $0-$499

  2. $500-$999

  3. $1,000-$2,499

  4. $2,500-$9,999

  5. $10,000-$34,999

  6. $35,000 and over

Skip instructions:

<1-6> go to WHLFYRX

<D, R> go to OTHAST

New 22

WHLFYRX

Value question on surrender value of whole life insurance policies one year ago (only asked if a value collected in WHOLIFX or a range selected in WHOLIFB)

What was the total surrender value of these policies ONE YEAR AGO TODAY?

* Surrender value is also known as the cash value

* Enter the amount that can be borrowed or withdrawn prior to death, NOT the benefit upon death of the insured

Value/skip instructions:

<0-999999999999> go to OTHAST

<D, R> go to WHLFYRB

New 22

WHLFYRB

Card question follow-up if WHLFYRX is D or R

Could you tell me which range on CARD E best reflects the total surrender value of these policies ONE YEAR AGO TODAY?

* Surrender value is also known as the cash value

* Enter the amount that can be borrowed or withdrawn prior to death, NOT the benefit upon death of the insured

  1. $0-$499

  2. $500-$999

  3. $1,000-$2,499

  4. $2,500-$9,999

  5. $10,000-$34,999

  6. $35,000 and over

Skip instructions:

<1-6, D, R> go to OTHAST

New 22

OTHAST

Y/N screener on presence of other financial assets

^DoDoes ^YOU_YRCU have any other financial assets, such as annuities, trusts, and royalties?

  1. Yes

  2. No

Skip instructions:

<1> go to OTHASTX

<2, D, R> go to CREDIT

New 22

OTHASTX

Value question on other financial assets

As of TODAY –

What is the total value of these other financial assets?

Value/skip instructions:

<1-9999999999> go to OTHSTYRX

<D, R> go to OTHASTB

New 22

OTHASTB

Card question follow-up if OTHASTX is D or R

Could you tell me which range on CARD D best reflects the total value of these other financial assets?

  1. $0-$1,999

  2. $2,000-$9,999

  3. $10,000-$49,999

  4. $50,000-$199,999

  5. $200,000-$449,999

  6. $450,000 and over

Skip instructions:

<1-6> OTHSTYRX

<D, R> go to CREDIT

New 22

OTHSTYRX

Value question on other financial assets one year ago (only asked if a value collected in OTHASTX or a range selected in OTHASTB)

What was the total value of these other financial assets ONE YEAR AGO TODAY?

Value/skip instructions:

<1-9999999999> go to CREDIT

<D, R> go to OTHSTYRB

New 22

OTHSTYRB

Card question follow-up if OTHSTYRX is D or R

Could you tell me which range on CARD D best reflects the total value of these other financial assets ONE YEAR AGO TODAY?

  1. $0-$1,999

  2. $2,000-$9,999

  3. $10,000-$49,999

  4. $50,000-$199,999

  5. $200,000-$449,999

  6. $450,000 and over

Skip instructions:

<1-6, D, R> go to CREDIT

New 22

CREDIT

Y/N screener for credit card balances

As of TODAY –

^DoDoes ^YOU_YRCU have a balance on any major credit cards including store cards and gas cards?

  1. Yes

  2. No

Skip instructions:

<1> go to CREDITX

<2, D, R> go to STUDNT

New 22

CREDITX

Value question for credit card debt

What is the total amount owed on all cards?

Value/skip instructions:

<1-999999999> go to CREDTYRX

<D, R> go to CREDITB

New 22

CREDITB

Card question follow-up if CREDITX is D or R

Could you tell me which range on CARD E best reflects the total amount owed on all major credit cards including store cards and gas cards?

  1. $0-$499

  2. $500-$999

  3. $1,000-$2,499

  4. $2,500-$9,999

  5. $10,000-$34,999

  6. $35,000 and over

Skip instructions:

<1-6> go to CREDTYRX

<D, R> go to CREDFINX

New 22

CREDTYRX

Value question on credit card debt one year ago (only asked if a value collected in CREDITX or a range selected in CREDITB)

What was the total amount owed on all cards ONE YEAR AGO TODAY?

Value/skip instructions:

<0-999999999> go to CREDFINX

<D, R> go to CREDYRB

New 22

CREDYRB

Card follow-up if CREDTYRX is D or R

Could you tell me which range on CARD E best reflects the total amount owed on all major credit cards including store cards and gas cards ONE YEAR AGO TODAY?

  1. $0-$499

  2. $500-$999

  3. $1,000-$2,499

  4. $2,500-$9,999

  5. $10,000-$34,999

  6. $35,000 and over

Skip instructions:

<1-6, D, R> go to CREDFINX

New 22

CREDFINX

Previous month finance/interest charge question for credit cards

What was the total amount paid in finance, late charges, and interest for all cards in ^LAST MONTH?

Value/skip instructions:

<0-99999999, D, R> go to STUDNT

New 22

STUDNT

Y/N screener for student loans

As of TODAY –

^DoDoes ^YOU_YRCU have any student loans?

  1. Yes

  2. No

Skip instructions:

<1> go to STUDNTX

<2, D, .R> go to OTHLOAN

New 22

STUDNTX

Value question for student loan debt

What is the total amount owed on all student loans?

Value/skip instructions:

<1-999999999> go to STDNTYRX

<D, R> go to STUDNTB

New 22

STUDNTB

Card question follow-up if STUDNTX is D or R

Could you tell me which range on CARD E best reflects the total amount owed on all student loans?

  1. $0-$499

  2. $500-$999

  3. $1,000-$2,499

  4. $2,500-$9,999

  5. $10,000-$34,999

  6. $35,000 and over

Skip instructions:

<1-6> go to STDNTYRX

<D, R> go to STUDFINX

New 22

STDNTYRX

Value question for student loan debt one year ago

What was the total amount owed on all student loans ONE YEAR AGO TODAY?

Value/skip instructions:

<0-999999999> go to STUDFINX

<D, R> go to STDNTYRB

New 22

STDNTYRB

Card question follow-up if STDNTYRX is D or R

Could you tell me which range on CARD E best reflects the total amount owed on all student loans ONE YEAR AGO TODAY?

  1. $0-$499

  2. $500-$999

  3. $1,000-$2,499

  4. $2,500-$9,999

  5. $10,000-$34,999

  6. $35,000 and over

Skip instructions:

<1-6, D, R> go to STUDFINX

New 22

STUDFINX

Previous month finance/interest charge question for student loans

What was the total amount paid in finance, late charges, and interest for all student loans in ^LAST_MONTH?

Value/skip instructions:

<0-999999999, D, R> go to OTHLOAN

New 22

OTHLOAN

Y/N screener for other loans/debt

As of TODAY –

^DoDoes ^YOU_YRCU have any other debt such as medical loans or personal loans?

* Do not include mortgages, home equity loans, or vehicle loans

  1. Yes

  2. No

Skip instructions:

<1> go to OTHLONX

<2, D, R> go to S22_END

New 22

OTHLONX

Value question for other loans/debt

What is the total amount owed on all other loans?

* Do not include mortgages, home equity loans, or vehicle loans

Value/skip instructions:

<1-999999999> go to OTHLNYRX

<D, R> go to OTHLONB

New 22

OTHLONB

Card question follow-up if OTHLONX is D or R

Could you tell me which range on CARD E best reflects the total amount owed on all other loans?

* Do not include mortgages, home equity loans, or vehicle loans

  1. $0-$499

  2. $500-$999

  3. $1,000-$2,499

  4. $2,500-$9,999

  5. $10,000-$34,999

  6. $35,000 and over

Skip instructions:

<1-6> go to OTHLNYRX

<D, R> go to OTHFINX

New 22

OTHLNYRX

Value question for other loans/debt one year ago

What was the total amount owed on all other loans ONE YEAR AGO TODAY?

* Do not include mortgages, home equity loans, or vehicle loans

Value/skip instructions:

<0-999999999> go to OTHFINX

<D, R> go to OTHLNYRB

New 22

OTHLNYRB

Card question follow-up if OTHLNYRX is D or R

Could you tell me which range on CARD E best reflects the total amount owed on all other loans ONE YEAR AGO TODAY?

* Do not include mortgages, home equity loans, or vehicle loans

  1. $0-$499

  2. $500-$999

  3. $1,000-$2,499

  4. $2,500-$9,999

  5. $10,000-$34,999

  6. $35,000 and over

Skip instructions:

<1-6, D, R> go to OTHFINX

New 22

OTHFINX

Previous month finance/interest charge question for other loans

What was the total amount paid in finance, late charges, and interest for all other loans in ^LAST_MONTH?

* Do not include mortgages, home equity loans, or vehicle loans

Value/skip instructions:

<0-99999999, D, R> go to S22_END



BACK (Research) Section changes

CEQ Section

CEQ CAPI Variable

Change Detail

2012 CEQ CAPI Wording/Specification

2013 CEQ Change (Wording/Specification)

BACK

BRESEARCH

Change universe to only 5th interviews.

Universe: COMPLETE_FLAG=1 and NOCONTACT =0 and (INTNMBR = 3 or 5)

Universe: COMPLETE_FLAG=1 and NOCONTACT =0 and INTNMBR = 5

BACK

RES_INTRO

Delete question.

We’re almost done with the survey. I just have a few questions before we wrap up.

  1. Enter 1 to continue

Skip instructions:

If (INTNMBR=5 and INTPER = 201204, 201205, 201206, 201207, 201208, or 201208) OR ((RT10.SURVTYPE = T or S) AND RESEARCH_INTPER=1-6) then go to LE_INTRO

Else if (INTNMBR=5 and INTPER=201210, 201211, 201212, 201301, 201302, or 201303) OR ((RT10.SURVTYPE=T or S) and RESEARCH_INTPER=7-12) then go to BN_INTRO

Else if INTNMBR = 3 then go to FINSOFT

Delete question.

BACK

FINSOFT

Delete question

Do ^YOU_ANYMEM use any electronic financial software, such as Quicken, or use a website to track expenses?

  1. Yes

  2. No

Skip instructions:

<1> go to FNSFTTYP

<2, DK, RF> go to EXIT RESEARCH BLOCK

Delete question.

BACK

FNSFTTYP

Delete question.

What software or website do you use to track your expenses?

  1. Quicken

  2. Microsoft Money

  3. Mint.com

  4. Bank website

  5. Other, specify

Skip instructions:

<1-4, DK, RF> go to EXIT RESEARCH BLOCK

<5> go to FNSFTSP

Delete question.

BACK

FNSFTSP

Delete question.

Which software or website do you use?

Value/skip instructions:

<30 characters, DK, RF> EXIT RESEARCH BLOCK

Delete question.

BACK

LE_INTRO

Delete question.

This survey asked about things you’ve purchased in the past three months. To help us better understand how people spend their money, I have a few questions about other things that have been going on in your life in the past three months.

  1. Enter 1 to continue

Skip instructions:

  1. Go to LNDEVT01

Delete question.

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LNDEVT01

Delete question.

Since the first of ^REF_MONTH, have ^YOU_ANYMEM had any major life events – things such as birthdays, weddings, moves, or new jobs?

  1. Yes

  2. No

Skip instructions:

<1> go to LNDEVT02

<2, DK, RF> EXIT RESEARCH BLOCK

Delete question.

BACK

LNDEVT02

Delete question.

What was the event?

Value/skip instructions:

<30 characters, DK, RF> go to LNDEVT03

Delete question.

BACK

LNDEVT03

Delete question.

When was the event?

* Enter all that apply, separate with commas.

  1. January

  2. February

  3. March

  4. April

  5. May

  6. June

  7. July

  8. August

  9. September

  10. October

  11. November

  12. December

Skip instructions:

If LNDEVT03 is not in reference period then go to ERR3_MONTH else go to LNDEVT04

Delete question.

BACK

LNDEVT04

Delete question.

What expenses did ^YOU_ANYMEM have related to the event?

Value/skip instructions:

<30 characters, DK, RF> go to LNDEVT05

Delete question.

BACK

LNDEVT05

Delete question.

When was the expense?

* Enter all that apply, separate with commas.

  1. January

  2. February

  3. March

  4. April

  5. May

  6. June

  7. July

  8. August

  9. September

  10. October

  11. November

  12. December

Skip instructions:

If LNDEVT05 is not in reference period then go to ERR4_MONTH else go to LNDEVT06

Delete question.

BACK

LNDEVT06

Delete question.

Since the first of ^REF_MONTH, have ^YOU_ANYMEM experienced any other unusual or memorable events?

  1. Yes

  2. No

Skip instructions:

<1> go to LNDEVT07

<2, DK, RF> EXIT RESEARCH BLOCK

Delete question.

BACK

LNDEVT07

Delete question.

What was the event?

Value/skip instructions:

<30 characters, DK, RF> go to LNDEVT08

Delete question.

BACK

LNDEVT08

Delete question.

When was the event?

* Enter all that apply, separate with commas.

  1. January

  2. February

  3. March

  4. April

  5. May

  6. June

  7. July

  8. August

  9. September

  10. October

  11. November

  12. December

Skip instructions:

If LNDEVT08 is not in reference period then go to ERR5_MONTH else go to LNDEVT09

Delete question.

BACK

LNDEVT09

Delete question.

What expenses did ^YOU)ANYMEM have related to the event?

Value/skip instructions:

<30 characters, DK, RF> go to LNDEVT10

Delete question.

BACK

LNDEVT10

Delete question.

When was the expense?

* Enter all that apply, separate with commas.

  1. January

  2. February

  3. March

  4. April

  5. May

  6. June

  7. July

  8. August

  9. September

  10. October

  11. November

  12. December

Skip instructions:

If LNDEVT10 is not in reference period then go to ERR6_MONTH else EXIT RESEARCH BLOCK

Delete question.

BACK

BN_INTRO

Update universe statement to include quarters 2 and 3 of 2013 (201304 through 201309)

Universe: [INTNMBR=5 and (INTPER = 201210, 201211, 201212, 201301, 201302, or 201303) OR RT10.SURVTYPE=T or S) and RESEARCH_INTPER=7-12)

I would like to change topics and ask you a few questions about your experience completing this interview. Your responses will help us improve the survey.

  1. Enter 1 to continue

Skip instructions:

<1> go to BURDEN01

Universe: [INTNMBR=5 and (INTPER = 201210, 201211, 201212, 201301, 201302, 201303, 201304, 201305, 201306, 201307, 201308, 201309) OR RT10.SURVTYPE=T or S) and RESEARCH_INTPER=7-12)

I would like to change topics and ask you a few questions about your experience completing this interview. Your responses will help us improve the survey.

  1. Enter 1 to continue

Skip instructions:

<1> go to BURDEN01

BACK

BURDEN03

Update skip instructions for new BURDEN3A question

How difficult or easy was it for you to answer the questions in this survey?

  1. Very easy

  2. Somewhat easy

  3. Somewhat difficult

  4. Very difficult

Skip instructions:

<1-4, DK, RF> go to BURDEN04

How difficult or easy was it for you to answer the questions in this survey?

  1. Very easy

  2. Somewhat easy

  3. Somewhat difficult

  4. Very difficult

Skip instructions:

<1-4, DK, RF> go to BURDEN3A

BACK

BURDEN3A

New question between BURDEN03 and BURDEN04

n/a

Please tell me if you agree or disagree with the following statement:

I understand the terminology used in the questionnaire.

  1. Strongly agree

  2. Agree

  3. Neither agree nor disagree

  4. Disagree

  5. Strongly disagree

Skip instructions:

<1-5, DK, RF> go to BURDEN04


BACK

BURDEN04

Update skip instructions for new BURDEN4A question

You were asked to participate in five interviews. Would you say that this was too many interviews or did it seem like a reasonable number?

  1. Too many interviews

  2. A reasonable number

Skip instructions:

<1, 2, DK, RF> go to BURDEN05

You were asked to participate in five interviews. Would you say that this was too many interviews or did it seem like a reasonable number?

  1. Too many interviews

  2. A reasonable number

Skip instructions:

<1, 2, DK, RF> go to BURDEN4A

BACK

BURDEN4A

New question between BURDEN04 and BURDEN05

N/A

Thinking about the number of calls you received before each interview, would you say it was too many or did it seem like a reasonable number?

  1. Too many calls

  2. A reasonable number

  3. Did not receive any calls

Skip instructions:

<1-3, DK, RF> go to BURDEN05

BACK

BURDEN09

Update skip instructions for new BURDEN9A question

Thinking about the amount of effort that you put forth into answering today’s survey, would you say that you put forth…

* Read each item on list

  1. A lot of effort?

  2. A moderate amount of effort?

  3. A little effort?

Skip instructions:

<1-3, DK, RF> go to BURDEN10

Thinking about the amount of effort that you put forth into answering today’s survey, would you say that you put forth…

* Read each item on list

  1. A lot of effort?

  2. A moderate amount of effort?

  3. A little effort?

Skip instructions:

<1-3, DK, RF> go to BURDEN9A

BACK

BURDEN9A

New question between BURDEN09 and BURDEN10

N/A

How motivated were you to complete the survey as quickly as possible?

Would you say that you were…

* Read each item on list

  1. Very motivated?

  2. Somewhat motivated?

  3. A little motivated?

  4. Not at all motivated?

Skip instructions:

<1-4, DK, RF> go to BURDEN10

BACK

BURDEN10

Update skip instructions for new questions (BURDEN11 and then BURDEN12)

Please tell me if you agree or disagree with the following statement:

I trust the U.S. Census Bureau to safeguard the information that I have provided them.

  1. Strongly agree

  2. Agree

  3. Neither agree nor disagree

  4. Disagree

  5. Strongly disagree

Skip instructions:

<1-5, DK, RF> exit block

Please tell me if you agree or disagree with the following statement:

I trust the U.S. Census Bureau to safeguard the information that I have provided them.

  1. Strongly agree

  2. Agree

  3. Neither agree nor disagree

  4. Disagree

  5. Strongly disagree

Skip instructions:

<1-5, DK, RF> go to BURDEN11

BACK

BURDEN11

New question after BURDEN10

N/A

Would you say that the time and effort you put into answering the survey questions was…

* Read each item on list

  1. Very well spent

  2. Somewhat well spent

  3. A little well spent

  4. Not at all well spent

Skip instructions:

<1-4, DK, RF> go to BURDEN12

BACK

BURDEN12

New question (after new question BURDEN11)

N/A

Please tell me if you agree or disagree with the following statement:

I see why it was necessary to collect this information.

  1. Strongly agree

  2. Agree

  3. Neither agree nor disagree

  4. Disagree

  5. Strongly agree

Skip instructions:

<1-5, DK, RF> exit block

BACK

PRX_INTRO

New research question for 2013Q4 and 2014Q1 (201310 through 201403)

n/a

We’re almost done with the survey. I just have a few questions before we wrap up.

  1. Enter 1 to continue

Skip instructions:

<1> if NUMHOUSE >1 go to PROXREP1 else go to CA_INTRO

BACK

PROXREP1

New research question for 2013Q4 and 2014Q1 (201310 through 201403) if NUMHOUSE >1

N/A

This survey is about household spending. How well do you know the types of things other people in your household spend their money on?

Would you say that you are …

* Read each item on list

  1. Very knowledgeable

  2. Somewhat knowledgeable

  3. A little knowledgeable

  4. Not at all knowledgeable

Skip instructions:

<1-4, DK, RF> go to PROXREP2

BACK

PROXREP2

New research question for 2013Q4 and 2014Q1 (201310 through 201403) if NUMHOUSE >1

N/A

How well do you know how much money other people in your household spend?

Would you say that you are …

* Read each item on list

  1. Very knowledgeable

  2. Somewhat knowledgeable

  3. A little knowledgeable

  4. Not at all knowledgeable

Skip instructions:

<1-4, DK, RF> go to CA_INTRO

BACK

CA_INTRO

New research question for 2013Q4 and 2014Q1 (201310 through 201403)

N/A

In order to produce statistics, the BLS can ask people for information in a survey, like this survey that you have been participating in, or we could get it from another source. I would like to ask you a few questions about different collection methods.

  1. Enter 1 to continue

Skip instructions:

<1> go to CENADMN1

BACK

CENADMN1

New research question for 2013Q4 and 2014Q1 (201310 through 201403)

N/A

If you knew your name and other information would never be singled out and would only be used for statistics, would you prefer that the BLS ask you about the cost of products you buy in a survey or use commercial records, like grocery store loyalty cards?

  1. Ask me in a survey

  2. Use commercial records

  3. Neither

Skip instructions:

<1-3, DK, RF> go to CENADMN2

BACK

CENADMN2

New research question for 2013Q4 and 2014Q1 (201310 through 201403)

N/A

Would you prefer that the BLS ask you about the cost of healthcare services in a survey or ask your doctor or hospital for it?

  1. Ask me in a survey

  2. Ask my doctor

  3. Neither

Skip instructions:

<1-3, DK, RF> if (OWNED=1 or there is a record with 8500.OWNYB=100 and 8500.OPB_STAT=1) go to CENADMN3 else go to CENADMN4

BACK

CENADMN3

New research question for 2013Q4 and 2014Q1 (201310 through 201403) for owned sample units

N/A

Would you prefer that the BLS ask you for your property tax information in a survey or ask a state agency, like the Department of Taxation for it?

  1. Ask me in a survey

  2. Ask state agency, like the Department of Taxation

  3. Neither

Skip instructions:

<1-3, DK, RF> go to CENADMN4

BACK

CENADMN4

New research question for 2013Q4 and 2014Q1 (201310 through 201403)

N/A

Would you prefer that the BLS ask you for your income information in a survey or ask the IRS for it?

  1. Ask me in a survey

  2. Ask the IRS

  3. Neither

Skip instructions:

<1-3, DK, RF> EXIT RESEARCH BLOCK

BACK

VERIFY_INFO

Update skip instructions due to deleting RESPCOOP, RESPINFO, and INFOQUAL

* Verify/change any of the information listed below

Telephone number (^AREA) ^NUMBER ^EXTN

Second phone: ^SPHONE ^SPHEXT

Best time to call: ^BESTTIME1

Specific best time: ^BESTTIM2

No Sunday: (^SundayInterview)

  1. Enter 1 to continue

  2. Change something

Skip instructions:

<1> if INTNMBR=5 AND (THANKYOU=1 or DK_THANK=1) go to RESPCOOP

Else if (THANKYOU=1 or DK_THANK=1) AND NUMHOUSE gt 1 go to RESPINFO

Else if INTNMBR=3 AND (THANKYOU=1 or DK_THANK=1) go to INFOQUAL

Else go to DONE

<2> go to V_PHONE

* Verify/change any of the information listed below

Telephone number (^AREA) ^NUMBER ^EXTN

Second phone: ^SPHONE ^SPHEXT

Best time to call: ^BESTTIME1

Specific best time: ^BESTTIM2

No Sunday: (^SundayInterview)

  1. Enter 1 to continue

  2. Change something

Skip instructions:

<1> go to DONE

<2> go to V_PHONE

BACK

V_NOSUN

Update skip instructions due to deleting RESPCOOP, RESPINFO, and INFOQUAL

Would a Sunday interview be acceptable?

  1. Yes

  2. No

  3. Battery problem

Skip instructions:

<1, 2> if INTNMBR=5 AND (THANKYOU=1 or DK_THANK=1) go to RESPCOOP

Else if (THANKYOU=1 or DK_THANK=1) AND NUMHOUSE gt 1 go to RESPINFO

Else if INTNMBR=3 AND (THANKYOU=1 or DK_THANK=1) go to INFOQUAL

Else go to DONE

Would a Sunday interview be acceptable?

  1. Yes

  2. No

  3. Battery problem

Skip instructions:

<1, 2> go to DONE

BACK

RESPCOOP

Delete question.

* How cooperative was this respondent during this interview?

  1. Very cooperative

  2. Somewhat cooperative

  3. Neither cooperative nor uncooperative

  4. Somewhat uncooperative

  5. Very uncooperative

Skip instructions:

<1-5> go to RESPEFF

Delete question.

BACK

RESPEFF

Delete question.

* How much effort would you say this respondent put into answering the expenditure questions during this interview?

  1. A lot of effort (e.g., looked at a lot of bills, read the Information Book, asked clarifying questions)

  2. A moderate amount of effort (e.g., looked at a few bills, seemed to skim Information Book)

  3. A bare minimum of effort (e.g., gave answers without much apparent thought, no consultation of records or Information Book)

Skip instructions:

<1-3> if NUMHOUSE gt 1 then go to RESPINFO else go to DONE

Delete question.

BACK

RESPINFO

Delete question.

* Did the respondent get information from other household members when answering the questions?

  1. Yes

  2. No

  3. Don’t know

Skip instructions:

<1> go to OTHSECT

<2-3> if INTNMBR=3 go to INFOQUAL else go to DONE

Delete question.

BACK

OTHSECT

Delete question.

* For which expenditure categories did other household members provide information?

Enter all that apply, separate with commas.

  1. Sections 2 and 3 Housing – rent, mortgage, home equity loans

  2. Section 4 Utilities/Communications (electricity, heating, telephone, cable, internet)

  3. Section 6 Appliances

  4. Section 8 Home Furnishings

  5. Section 9 Clothing

  6. Sections 10, 11, and 12 Vehicle expenses

  7. Sections 13 and 14 Insurance

  8. Section 15 Medical/health expenses

  9. Section 18 Trips and Vacations

  10. Section 22 Work experience and income

Skip instructions:

<1-10> if INTNMBR=3 go to INFOQUAL else go to DONE

Delete question.

BACK

INFOQUAL

Delete question.

* How would you rate the quality of the information obtained in this interview?

  1. Excellent – no problems at all

  2. Very good – almost no problems

  3. Good – a few problems

  4. Fair – some problems

  5. Poor – a lot of problems

Skip instructions:

<1-3> go to DONE

<4-5> go to INFQLSP

Delete question.

BACK

INFQLSP

Delete question.

* Why would you rate the quality of the information as fair or poor?

<30 characters> go to DONE

Delete question.









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Authorbrattland_j
File Modified0000-00-00
File Created2021-01-29

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