Stage 2 36-month Survey

Benefit Offset National Demonstration (BOND) Project

BOND Stage 2 36 Month Follow-up Survey - Revised Version

Stage 2 36-month Survey

OMB: 0960-0785

Document [pdf]

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BOND Implementation and Evaluation

Appendix E.

Contract No. SS00-10-60011

Benefit Offset National Demonstration
Stage 2 36-Month Follow-up Survey Instrument

Reviewer Note:


In programming, we will address text modifications to allow for PROXY ADMINISTRATION as
shown in A1-A7.



We need to update the SGA amount references throughout to reflect 2014 amounts when
available.



Throughout, questions preceded by * indicate that they are not asked if the respondent is a proxy.

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

E-1

BOND Implementation and Evaluation

Contract No. SS00-10-60011

Table of Contents

SECTION A: CONFIRMATION OF RESPONDENT / SCREENER / INTRODUCTIONS ..... 1
SECTION B: EDUCATION AND TRAINING......................................................................... 6
SECTION C: CURRENT EMPLOYMENT STATUS............................................................ 10
SECTION D: WORK HISTORY SINCE RANDOM ASSIGNMENT..................................... 27
SECTION E: TRANSPORTATION ..................................................................................... 31
SECTION F: BARRIERS TO EMPLOYMENT .................................................................... 32
SECTION G: INCOME ........................................................................................................ 36
SECTION H: HEALTH AND FUNCTIONAL STATUS......................................................... 41
SECTION I:

HEALTH INSURANCE .................................................................................. 46

SECTION J:

FINANCIAL HARDSHIP ................................................................................ 48

SECTION K: PERSONAL CHARACTERISTICS ................................................................ 51
SECTION L: RESPONDENT CONTACT INFORMATION ................................................. 52

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

Paperwork Reduction Act Statement - This information collection meets the requirements of 44 U.S.C. § 3507,
as amended by section 2 of the Paperwork Reduction Act of 1995. You do not need to answer these
questions unless we display a valid Office of Management and Budget control number. The OMB control
number for this information collection is 0960-0785], expiring February 28, 2014.]. We estimate that it will take
about 60 minutes to read the instructions, gather the facts, and answer the questions. You may send
comments on our time estimate above to: SSA, 6401 Security Blvd, Baltimore, MD 21235-6401. Send only
comments relating to our time estimate to this address, not the completed form.

SECTION A: CONFIRMATION OF RESPONDENT / SCREENER /
INTRODUCTIONS
NOTE TO INTERVIEWER: DO NOT READ TEXT IN ALL CAPS.
Hello, my name is _________ I work for Abt SRBI., a national research company based in Hadley, MA.
Thank you for taking the time to speak with me today. You may have received a letter in the past week or
so that explained about this interview.
Abt Associates is conducting an important study for the Social Security Administration. The study is
about a new special benefits and work program that SSA is administering called the Benefit Offset
National Demonstration Program, or BOND. You may recall applying for the BOND Program in [YEAR
OF RANDOM ASSIGNMENT]. You may also recall completing an interview at the time that you applied.
At this time, we’d like to have you participate in an interview to learn about the types of jobs you and
other people who receive Social Security disability benefits may have, and in any schooling or job
training you had over the past 3 years. We are also interested in learning about any special services
you may have received over the past 3 years. [IF TELEPHONE: At the end of the interview, I will send
you a check for $45 to thank you for your time. You should receive it within a month] [IF IN-PERSON:
At the end of the interview, I will give you a $45 money order to thank you for your time.]
Your participation in this interview is completely voluntary. It will in no way affect your current or future
receipt of benefits. You can stop the interview at any time. If any question makes you feel
uncomfortable, you can refuse to answer that question.
All information you provide is confidential and it will be protected to the fullest extent possible by law,
including the Privacy Act. By law, we may need to notify someone if keeping that information confidential
could harm you or someone else. Three groups of people will see your answers: the interviewer, the
researchers doing the study, and the Social Security Administration that funded the study. Your name will
not be attached to your survey answers in the data files used by these groups. Answering the questions
in this survey will not affect any disability benefits you receive now, or may receive in the future. Your
name will never appear in any report. Research reports will only present summary information. The
researchers will not use names or individual identifying information in any research report.

Do you have any questions before we begin?
IF YES: Interviewer respond to questions as they arise
.
If NO: Alright then, do you mind if we start the interview now? It should take approximately 60
minutes.

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

NOTE: There is also a screener to verify the identity of the respondent that begins by checking
birth date and continues by checking other data (perhaps name of informant) if interviewer cannot
verify birth date.
Screeners vary depending upon:



if a proxy is needed; or
if there is a language barrier.

To simplify review, screeners have been removed from this draft.
Let’s begin with some general questions. We may have asked similar questions in the past. If we repeat
questions you have answered before, it is so we can update our information.
* Indicates questions that will not be asked of proxies.

A1.

[Are you/Is he/she] currently working at a job or business for pay or profit? This includes work
[you/he/she] may do for a business that you own.
IF NEEDED READ: By ‘working at a job for pay or profit’ we mean at a job where [you
get/he/shegets] paid money for the work you do.
[INTERVIEWER: IF R IS SELF-EMPLOYED, CODE RESPONSE AS YES]
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

A2.

[Are you/Is he/she] currently enrolled in school or taking any classes?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

A3.

[Do you/Does he/she] currently do any volunteer work for an organization?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

A4.

Contract No. SS00-10-60011

In general, would you say [your/his/her] health is . . .

(SF-12)

Excellent,................................................................................................ 1
Very good, .............................................................................................. 2
Good, ..................................................................................................... 3
Fair, or .................................................................................................... 4
Poor? ...................................................................................................... 5
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

A5.

Compared to {THIS MONTH, LAST YEAR}, how would you rate [your/his/her] health in general
now?
Much better now,.................................................................................... 1
Somewhat better now, ........................................................................... 2
About the same, ..................................................................................... 3
Somewhat worse now, or ....................................................................... 4
Much worse now? .................................................................................. 5
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

A6.

What is [your/his/her] current marital status? [Are you/Is he/she] now married, widowed,
divorced, separated or have [you/he/she] never been married?
MARRIED............................................................................................... 1
WIDOWED ............................................................................................. 2
DIVORCED ............................................................................................ 3
SEPARATED ......................................................................................... 4
NEVER MARRIED ................................................................................. 5
REFUSED .............................................................................................. 7 (SKIP TO SECT B)
DON’T KNOW ........................................................................................ 8 (SKIP TO SECT B)

A7.

[Are you/Is he/she] currently living with a spouse or with someone who is like a spouse to you?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

A8.

Contract No. SS00-10-60011

CHECK FOR ABILITY TO CONTINUE WITH SELF-RESPONSE. HOW MANY ITEMS IN
QUESTIONS A1-A7 ARE ANSWERED REFUSED OR DON’T KNOW?
1 OR 2 .................................................................................................... 1
3 OR MORE ........................................................................................... 2

(SKIP TO SECT B)

[INSTRUCTION: IF RESPONDENT FAILS SCREENER, CAPI WILL PROMPT FOR NAME OF A
PROXY RESPONDENT. IF PROXY IS AVAILABLE SCREENERS WILL REPEAT WITH PROXY. IF NO
PROXY AVAILABLE INTERVIEWER WILL TERMINATE]

A9.

It seems like some of these questions are difficult for you. Is there anyone who can help do this
interview you or answer questions for you?
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (THANK/END)
REFUSED .............................................................................................. 7 (THANK/END)
DON’T KNOW ........................................................................................ 8 (THANK/END)

A10.

A9a.

What is his/her first name?

A9b.

What is his/her middle name?

A9c.

What is his/her last name?

A9d.

Does his/her name have a suffix?

What is (his/her) street address?
A10a. Is there a complex/building name?
A10b. Is there an apartment number?
A10c.

In what city?

A10d. In what state?
A10e. What is the zip code?

A11.

What's the best phone number to reach (him/her) at starting with the area code?
Telephone # with area code: (_______) ________-________

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

A12.

Contract No. SS00-10-60011

Is she/he a friend or a relative, or what is (his/her) relationship to you?
ACCEPT ONE RESPONSE ONLY.
FRIEND .................................................................................................. 1
RELATIVE .............................................................................................. 2
LEGAL GUARDIAN................................................................................ 3
CASE MANAGER .................................................................................. 4
OTHER (SPECIFY):____________________________ ...................... 5
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

PROXY. INTERVIEWER- NOTE IF A PROXY IS COMPLETING THE SURVEY:
1 – YES, PROXY IS COMPLETING INTERVIEW
2 – NO, BENEFICIARY IS COMPLETING INTERVIEW

IF PROXY=1:
DISPLAY: Thank you for agreeing to help [INTERVIEWER: INSERT BENEFICIARY’S NAME].
(IF NECESSARY/CONTACTING PROXY AT A LATER TIME): Hello, my name is _________, and I work
for Abt SRBI, in Hadley, Massachusetts]. Thank you for taking the time to speak with me today.
We are conducting a study for the Social Security Administration. As part of this study, we will interview
thousands of people who currently receive Social Security Disability Benefits. The study is about a new
program that they are administering called the Benefit Offset National Demonstration or BOND. As part
of this study, we are interviewing many disability beneficiaries across the country.
[BENEFICIARY’S NAME] was selected to participate in this interview.
When we attempted to complete this survey previously, it was determined that it would be helpful to have
someone knowledgeable about his/her work experience, health, and disability benefits complete the
survey on their behalf. [BENEFICIARY NAME] suggested that you would be a good person to help
complete this survey.
The purpose of this study is to learn about his/her past work experience and future work goals he/she
may have. We will also ask some questions about his/her health. Your and his/her participation in this
interview is completely voluntary. It will in no way affect his/her current or future receipt of benefits. You
can stop the interview at any time. If any question makes you feel uncomfortable, you can refuse to
answer that question.
Do you have any questions about the survey before we begin?
IF YES: Interviewer respond to questions as they arise.
IF NO: Alright then, do you mind if we start the interview now? It should take approximately 49
minutes. At the end of the interview I will [send [beneficiary] a check for $25 to thank you
for your time.])
PROGRAMMER: LOOP BACK TO A1 AND REPEAT A1-A7 WITH THE PROXY BEFORE CONTINUING
SURVEY

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

SECTION B: EDUCATION AND TRAINING
I would like to continue by talking about your education and training experiences

Return to Work Activities—Education and Training
B1.

What is the highest grade in school that you have completed?
INTERVIEWER: ENTER HIGHEST GRADE COMPLETED IN SPACE PROVIDED FOR GRADE.
IF BEYOND GRADE 12, SELECT APPROPRIATE CODE.
KINDERGARTEN OR PRE-KINDERGARDEN ..................................1
1st GRADE...........................................................................................2
2nd GRADE ..........................................................................................3
3rd GRADE ..........................................................................................4
4th GRADE ..........................................................................................5
5th
GRADE ...........................................................................................6
th
6 GRADE ..........................................................................................7
7th GRADE ..........................................................................................8
8th GRADE ..........................................................................................9
9th GRADE ........................................................................................10
10th GRADE ......................................................................................11
11th GRADE ......................................................................................12
12th GRADE ......................................................................................13
SOME COLLEGE/SOME POSTSECONDARY VOCATIONAL
COURSES ......................................................................................14
2-YEAR OR 3-YEAR COLLEGE DEGREE (ASSOCIATE’S
DEGREE) OR VOCATIONAL SCHOOL DIPLOMA .....................15
4-YEAR COLLEGE DEGREE (BACHELOR’S DEGREE) ...............16
SOME GRADUATE WORK/NO GRADUATE DEGREE ..................17
GRADUATE OR PROFESSIONAL DEGREE
(e.g., MA, MBA, Ph.D., J.D., M.D.) .................................................18
NEVER ATTENDED SCHOOL .........................................................19
SPECIAL EDUCATION WITH NO CERTIFICATE OF
COMPLETION ................................................................................20
SPECIAL EDUCATION WITH A CERTIFICATE OF
COMPLETION ................................................................................21
DON’T KNOW ...................................................................................98
REFUSED .........................................................................................99

B1a.

Do you have a high school diploma or a GED? INTERVIEWER: IF “YES”, CLARIFY FOR
HIGH SCHOOL DIPLOMA OR GED.
GED ....................................................................................................... 1
HIGH SCHOOL DIPLOMA ..................................................................... 2

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

BOTH ..................................................................................................... 3
NEITHER ............................................................................................... 4
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8
B2.

PROGRAMMER: B2=YES IF A2=1 (SAMPLE MEMBER IS CURRENTLY ENROLLED IN
SCHOOL OR TAKING ANY CLASSES). IF A2=NO, REFUSED, DK, CODE B2 ACCORDINGLY
AND SKIP TO B6?
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO B6)
REFUSED .............................................................................................. 7 (SKIP TO B6)
DON’T KNOW ........................................................................................ 8 (SKIP TO B6)

B3.

Are you working toward a degree, a certificate or license, or are you just taking classes?
WORKING TOWARD DEGREE ............................................................ 1
WORKING TOWARD CERTIFICATE/ LICENSE .................................. 2
ONLY TAKING CLASSES ..................................................................... 3 (SKIP TO B6)
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

B4.

Toward what type of {degree/certificate or license} are you working?
GED OR HIGH SCHOOL EQUIVALENCE PROGRAM/COURSES ..... 1
VOCATIONAL OR TRAINING PROGRAM ........................................... 2
ASSOCIATE DEGREE PROGRAM (AA DEGREE) .............................. 3
UNDERGRADUATE DEGREE PROGRAM (BA, BS DEGREE) ........... 4
GRADUATE DEGREE PROGRAM (e.g., MA, MS, MD, EdD) .............. 5
OTHER_________________________________ ................................ 6
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

B5.

Are you a full-time or part-time student?
FULL-TIME............................................................................................. 1
PART-TIME ............................................................................................ 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

B6.

Contract No. SS00-10-60011

Now I would like to ask you about any [other] training you may have had since [RADATE].
[SINCE RADATE], have you done any additional schooling or other type of training program that
lasted at least two weeks and that was designed to help you find a job, improve your job skills, or
learn a new job?
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO C1)
REFUSED .............................................................................................. 7 (SKIP TO C1)
DON’T KNOW ........................................................................................ 8 (SKIP TO C1)

B7.

[IF CURRENTLY IN TRAINING A2=1 Not including the program(s) you already told me about,
how many other school or training programs have you done since [RADATE]?
[IF NOT CURRENTLY IN TRAINING A2=2] Altogether, how many school or training programs
have you gone to since [RADATE]?
_______# PROGRAMS
REFUSED .............................................................................................-2 (SKIP TO C1)
DON’T KNOW .......................................................................................-1 (SKIP TO C1)

QUESTIONS B8-B11 ARE REPEATED FOR EACH EPISODE OF EDUCATION/TRAINING REPORTED IN B7, TO
COLLECT DETAILED INFORMATION ABOUT EACH SPELL OF EDUCATION OR TRAINING RECEIVED SINCE
RANDOM ASSIGNMENT. CAPI PROGRAMMING WILL ALLOW FOR UP TO 5 SPELLS OF EDUCATION AND
TRAINING.

B8.

You said that you have gone to [Number of trainings from B6] education or training programs
since [RADATE]. Beginning with the most recent program, please tell me the name of the
program you went to
NAME 1___________________________________________________________
B8a.

What is the name of the next training program you went to?
NAME 2___________________________________________________________
NAME 3___________________________________________________________
NAME 4___________________________________________________________
NAME 5___________________________________________________________

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

IF B7>5 THEN TAKE 5 MOST RECENT PROGRAMS.
B9.

Think about [TRAINING PROGRAM NAME1…5], what kind of schooling or training [is/was] that?
REGULAR HIGH SCHOOL, DIRECTED TOWARD A HS DIPLOMA ... 1
PREPARATION FOR A GED EXAM ..................................................... 2
2-YEAR COLLEGE DIRECTED TOWARD A DEGREE ........................ 3
4-YEAR COLLEGE DIRECTED TOWARD A DEGREE ........................ 4
GRADUATE COURSES ........................................................................ 5
COLLEGE COURSES NOT DIRECTED TOWARD A DEGREE .......... 6
VOCATIONAL EDUCATION OUTSIDE A COLLEGE (BUSINESS or
TECHNICAL SCHOOLS, EMPLOYER OR UNION-PROVIDED
TRAINING, AND MILITARY TRAINING IN VOCATIONAL BUT
NOT MILITARY SKILLS OR JTPA ...................................................... 7
NON-VOCATIONAL ADULT EDUCATION NOT DIRECTED
TOWARD A DEGREE (BASIC EDUCATION, LITERACY TRAINING,
ENGLISH AS A SECOND LANGUAGE .............................................. 8
JOB SEARCH ASSISTANCE, JOB FINDING, ORIENTATION
TO THE WORLD OF WORK ............................................................... 9
OTHER (SPECIFY) __________________________________ ........ 96
REFUSED ............................................................................................ 97
DON’T KNOW ...................................................................................... 98

B10.

Since [RADATE], how many weeks have you gone to [TRAINING PROGRAM NAME1…5]?
NUMBER OF WEEKS: ______________
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1

B11.

During those weeks, how many hours a week did you usually spend in [TRAINING PROGRAM
NAME 1…5]?
NUMBER OF HOURS: _______________
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1

REPEAT B8-B11 FOR EACH PROGRAM NAME LISTED IN B7

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

SECTION C: CURRENT EMPLOYMENT STATUS
These next questions are about your current work activities.
C1.

PROGRAMMER: CHECK A1 IS SAMPLE MEMBER CURRENTLY WORKING AT A JOB OR
BUSINESS FOR PAY OR PROFIT? CARRY RESPONSE FROM A1 HERE
YES ........................................................................................................ 1 (SKIP TO C4)
NO .......................................................................................................... 2

C2.

Now, I’d like you to think about the last four weeks. Have you been looking for work during the
last four weeks?
IF NEEDED READ: By looking for work, I mean looking for a job, either full-time or part-time, for
which you will be paid.
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

C3.

When did you last work for pay at a job for at least one month? INTERVIEWER PROBE FOR
MONTH AND YEAR
|__|__|
MO

|__|__|__|__|
YEAR

REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1

IF RESPONDENT INDICATES THAT HE/SHE IS CURRENTLY WORKING IN C3, CATI/CAPI WILL
PROBE:
‘I’m sorry, I must have entered something incorrectly. [CHECK QUESTION A1].
IF A1=2,7,8 (not employed) SKIP TO C26

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

[ASK ONLY OF THOSE EMPLOYED (A1=1)] Now I am going to ask some questions about the jobs you
currently have. When answering these questions, please include both part-time and full-time jobs, but
only include jobs you work at for pay or profit. This could be work you do for a business that you own.
(NBS modified)

C4.

How many jobs do you currently have?
NUMBER OF JOBS: ______________
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1

C5.

Now I have a few questions about your [IF C4=1 current/IF C4>1 main] job. [IF MORE THAN
ONE JOB [C4>1] READ: Your main job is the job where you work the most hours.] What kind of
business or industry is this? That is, what do they make or do where you work? (RECORD
VERBATIM) (CPS/MTO modified)
_________________________________________
_________________________________________
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

C6.

What kind of work do you do? That is, what is your occupation? For example, plumber, typist,
farmer [RECORD VERBATIM] (CPS/MTO modified)
_________________________________________
_________________________________________
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

C7.

What are your usual duties or activities at this job? For example: typing, keeping account books,
filing, selling cars, operating printing press, laying brick. [RECORD VERBATIM] (CPS/MTO
modified)
_________________________________________
_________________________________________
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

C7a.

Contract No. SS00-10-60011

Is this the same type of work that you did when enrolled in BOND in [RA
MONTH/YEAR]?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

C8.

Are you self-employed at this job? (NBS)
PROBE: Self-employed means that you work for yourself or own your own business.
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

C9.

Is this job a temporary or seasonal job? (NEW)
A Temporary job is one in which a person is hired to meet the short-term and/or project needs of
an employer. Temporary help has come to be used across a broad range of skills and
occupations to substitute for employees on leave, on vacation, or in emergencies, or to provide
supplemental support where there are temporary skills shortages or specific projects or peak load
needs.
A seasonal job is one in which a person is hired to support existing staff during a busy season—
such as holiday help or summer work.
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

C10.

In what month and year did you start working there?
IF SELF-EMPLOYED [C8=1] ASK:
In what month and year did you start this business? (NBS: Modified)
INTERVIEWER: ENTER MONTH HERE AND YEAR ON NEXT SCREEN
PROBE: Your best estimate is fine.
|__|__|
MO

|__|__|__|__|
YEAR

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

For this study, we need some information on how much often you work and how much you are paid on
this job. Please remember that we will keep all of your responses private.
C11.

How many hours per week do you typically work at this job?
NUMBER OF HOURS PER WEEK: ______________
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1

[Programming in CATI/CAPI will control for main job versus current job, depending on the
response to C4.]
C12.

Before taxes and other deductions how much are you paid on this job? (NBS-modified)
$___________.______
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1

C12a. Is that amount paid hourly, daily, weekly, bi-weekly, twice a month, monthly, annually, or
per unit?
HOURLY ................................................................................................ 1
DAILY ..................................................................................................... 2
WEEKLY ................................................................................................ 3
EVERY TWO WEEKS............................................................................ 4
TWICE A MONTH .................................................................................. 5
MONTHLY.............................................................................................. 6
ANNUALLY ............................................................................................ 7
PER UNIT OR PIECE ............................................................................ 8
REFUSED ............................................................................................ 97
DON’T KNOW ...................................................................................... 98

C13.

How many days a week do you usually work? (CPS; MTO Interim Evaluation)
NUMBER OF DAYS PER WEEK: ______________
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1

C14.

How many weeks a year do you get paid for? (CPS; MTO Interim Evaluation)
NUMBER OF WEEK: ______________

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

C15.

[ASK IF RATE OF PAY IS PER UNIT (C12A=8) ELSE] For how many [UNIT]s are you usually
paid per week (on this job)?
NUMBER OF UNITS: ______________
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1

C16.

[ASK IF RATE OF PAY HOURLY (C12A=1) ELSE] How many hours per week are you paid for
at this rate? (CPS; MTO Interim Evaluation)
NUMBER OF HOURS PER WEEK: ______________
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1

C17.

Do you usually receive tips, or commissions (at your main job)? (CPS–modified)
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO C18)
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

C17a. (At your main job,) how much do you usually earn in tips or commissions, before taxes or
other deductions? (CPS-modified)
Do not read to respondent Enter periodicity
1 Per hour
2 Per day
3 Per week
4 Per month
5 Per year
6 Other
Enter dollar amount
$___________.______
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

C18.

Contract No. SS00-10-60011

I’d like you to think about your earnings in a typical week. How much do you typically earn,
before taxes or other deductions, in a typical week at this job?
PROBE: Your best estimate is fine.
$___________.______
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1

C19.

I’d like you to think about the past year. Have you received any promotions at this job during the
past year?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

C19a. I’d like you to think about the past year. Have you received any bonuses or awards at
this job during the past year?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

C20.

Contract No. SS00-10-60011

(SKIP TO C21 if SELF EMPLOYED [C8=1]). Now, I’d like to ask you a few more questions
about your current job. I am going to read to you a list of benefits that some employers offer their
employees. Please tell me whether or not your current employer offers you any of these benefits.
Does your employer offer you or your co-workers…
PROGRAMMER: USE “MAIN” IF C4>01, OTHERWISE USE “CURRENT.”
IF NECESSARY READ: Please answer ‘yes’ if you are eligible for the benefit even if you haven’t
started to receive it yet. (NBS-Modified)
YES

REF

C20a. Health care insurance? (IF NECESSARY:
medical and/or hospital)

C20b. Dental benefits?

C20c. Sick days with pay?

C20d. Paid vacation?

C20e. Free or low-cost childcare?

C20g. Long-term disability benefits?

C20h. Pension or retirement benefits?

C20i.

Short-term disability benefits?

C20j.

Flexible health or dependent care spending accounts ?

C20f.

Transportation, a transportation allowance, or
transportation discounts?

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

C21.

Contract No. SS00-10-60011

Now I have a few questions about your work related expenses, including transportation to work.
During the typical week, how do you get to work?
Did you drive, ride in someone else's vehicle, take public transportation, use some combination,
or some other way?
ENTER ALL THAT APPLY. READ IF NECESSARY
DRIVE OWN VEHICLE .......................................................................... 1
RIDE IN SOMEONE ELSE'S VEHICLE/VAN POOL ............................. 2
PUBLIC TRANSPORTATION (BUS, TRAIN, SUBWAY, ETC.) ............ 3
WALK OR BICYCLE .............................................................................. 4
SOME OTHER WAY (SPECIFY) ........................................................... 5
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

(SKIP TO C21B)
(SKIP TO C21C)
(SKIP TO C21C)
(SKIP TO C21c)
(SKIP TO C21c)
(SKIP TO C21c)

C21a. Altogether, about how many miles per week do you usually drive your vehicle as part of
your work commute?
____ MILES PER WEEK
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1
.................................................................................................................

C21b.

Do you have to pay for parking or tolls as a part of your work-commuting expenses?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

C21c. During a typical week, about how much are your work commuting expenses?
$ ________ PER WEEK
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

C22.

Contract No. SS00-10-60011

Not counting expenses your employer paid, do you have any work-related expenses such as
licenses, permits, union dues, special tools, or uniforms for your work?
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO C23)
REFUSED .............................................................................................. 7 (SKIP TO C23)
DON’T KNOW ........................................................................................ 8 (SKIP TO C23)

C22a. Altogether, how much do you spend for such items?
$ _____________________________
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1
Is that per….
Week ...................................................................................................... 1
Every other week ................................................................................... 2
Month ..................................................................................................... 3
Quarter ................................................................................................... 4
Year ........................................................................................................ 5
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

C23.

During the last four months , did you or your family pay for any child care arrangements for your
child(ren) while you worked? Include cost of preschool and nursery school; but do not include
tuituion for private kindergarten or grade school.
YES ........................................................................................................ 1
NO .......................................................................................................... 2
DO NOT HAVE CHILDREN ................................................................... 3
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

(SKIP TO C24)
(SKIP TO C24)
(SKIP TO C24)
(SKIP TO C24)

C23a. How much do you pay for child care while you work?
$ _____________________________
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

Is that per…
WEEK ..................................................................................................... 1
EVERY OTHER WEEK .......................................................................... 2
MONTH .................................................................................................. 3
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

C24.

Do you use any special equipment related to your disability that helps you work at your job, for
example a brace, cane, wheelchair, modified computer hardware or modified computer software?
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO C25)
REFUSED .............................................................................................. 7 (SKIP TO C25)
DON’T KNOW ........................................................................................ 8 (SKIP TO C25)
C24a. What kinds of special equipment do you/ use? Anything else?
FORMAT EACH ITEM SO THAT THE VALUES ARE 0=NOT SELECTED; 1=SELECTED
ENTER ALL THAT APPLY. READ IF NECESSARY
BRACE ................................................................................................... 1
CANE/CRUTCHES/WALKER ................................................................ 2
WHEELCHAIR ....................................................................................... 3
MODIFIED COMPUTER HARDWARE .................................................. 4
MODIFIED COMPUTER SOFTWARE .................................................. 5
OTHER (SPECIFY) ................................................................................ 6
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

C24b. Who pays or paid for the equipment you use?
PROBE: For example, you or your family, insurance or Medicaid, or someone else?
FORMAT EACH ITEM SO THAT THE VALUES ARE 0=NOT SELECTED; 1=SELECTED
ENTER ALL THAT APPLY. READ IF NECESSARY
SELF ...................................................................................................... 1
FAMILY .................................................................................................. 2
HEALTH INSURANCE ........................................................................... 3
MEDICARE ............................................................................................ 4
MEDICAID.............................................................................................. 5
EMPLOYER ........................................................................................... 6
STATE VOCATIONAL REHABILITATION AGENCY ............................ 7
NON-PROFIT ORGANIZATION ..............................................................
SERVING PEOPLE WITH DISABILITIES .......................................... 8
WORKER’S COMPENSATION ............................................................. 9
DISABILITY INSURANCE ................................................................... 10
OTHER (SPECIFY) .............................................................................. 11
REFUSED ............................................................................................ 97
DON’T KNOW ...................................................................................... 98

C24c. ASK IFC24b = SELF OR FAMILY: How much do/did you or your family have to pay?
READ IF NECESSARY: Is that a one-time payment, per week, per month, per year, or some
other time period?

$_______________________________________
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1
ONE TIME PAYMENT.. .............................................................. .......... 1
OR
PER WEEK ........................................................................................... 2
PER MONTH ..................................................................... ....................3
PER YEAR.......... ............................................................... ................... 4
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

C25.

Contract No. SS00-10-60011

Do you use any personal assistance services related to your/his/her disability that helps you
work, for example, a job coach, a sign language interpreter, a reader or interpreter for the blind,
or a personal care attendant?
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO C26)
REFUSED .............................................................................................. 7 (SKIP TO C26)
DON’T KNOW ........................................................................................ 8 (SKIP TO C26)
C25a. What kind of personal assistance services do you use? Anything else?
FORMAT EACH ITEM SO THAT THE VALUES ARE 0=NOT SELECTED; 1=SELECTED
ENTER ALL THAT APPLY. READ IF NECESSARY
JOB COACH.......................................... ................................................1
SIGN LANGUAGE INTERPRETER. ...................................................... 2
READER/INTERPRETER FOR THE BLIND ........................................ 3
PERSONAL CARE ATTENDANT/PERSONAL ASSISTANT ................ 4
OTHER (SPECIFY) ................................................................................ 5
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

C25b. Who pays for the personal assistance services you use?
PROBE: For example, you or your family/ insurance or Medicaid, or someone else?
FORMAT EACH ITEM SO THAT THE VALUES ARE 0=NOT SELECTED; 1=SELECTED
ENTER ALL THAT APPLY. READ IF NECESSARY
SELF ...................................................................................................... 1
FAMILY .................................................................................................. 2
HEALTH INSURANCE ........................................................................... 3
MEDICARE ............................................................................................ 4
MEDICAID.............................................................................................. 5
EMPLOYER ........................................................................................... 6
STATE VOCATIONAL REHABILITATION AGENCY ............................ 7
NON-PROFIT ORGANIZATION ..............................................................
SERVING PEOPLE WITH DISABILITIES .......................................... 8
WORKER’S COMPENSATION ............................................................. 9
DISABILITY INSURANCE ................................................................... 10
OTHER (SPECIFY) .............................................................................. 11
REFUSED ............................................................................................ 97
DON’T KNOW ...................................................................................... 98

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

C25c. ASK IFC25b = SELF OR FAMILY: How much do/did you or your family have to pay?
READ IF NECESSARY: Is that a one-time payment, per week, per month, per year, or some
other time period?
$________________________________
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1
ONE TIME PAYMENT.. .............................................................. .......... 1
OR
PER WEEK ........................................................................................... 2
PER MONTH ..................................................................... ....................3
PER YEAR.......... ............................................................... ................... 4
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

C26.

Next, I would like to ask you about different types of services or supports that you may have
received to improve your ability to work. For each service I read, please tell me if it is
something you have used since [RADATE], if you needed, but did not use it, or if you did not
need it. [NBS modified]
Yes
Used

Not
Used

Not
Needed

REF

C26a. A work or job assessment?

C26b. Help to find a job?

C26c. Training to learn a new job or skill?

C26d. Advice about modifying your job or work
place?

C26e. On-the-job training, job coaching, or
support services?

C26f. Personal care assistance?

C26g. Transportation assistance?

C26h. Help in keeping a job?

C26i. Any kind of assistive device (a piece of
equipment to make it easier for you to live
independently or work?

C26j. Anything else that I did not mention?
SPECIFY__________________________

Since [RADATE] did you get…

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

C27.

Contract No. SS00-10-60011

[IF C26g=YES ASKC27 ELSE SKIP TO C28] I’d like to know more about the type of
transportation assistance you received. Did the transportation assistance you received include
assistance in transportation costs such as bus tokens, subway passes?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8
C27a. Did it (also) include aid for a specific purpose such as modifying an existing vehicle to be
more accessible?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

C28.

[FOR EACH YES IN C26a-j ASK:] How many hours of service in total did you spend in [C26
ACTIVITY] over the past 3 years?
NUMBER OF HOURS SPENT IN [C26 ACTIVITY]: ______________
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1

C29.

[IF C26c = YES, ASK C29; ELSE IF C26E = YES, SKIP TO C31; ELSE IF A1=1, SKIP TO C33;
ELSE SKIP TO C35.] Where did you go to receive the training to learn a new job or skill? Did you
go to . . .
Yes

REF

C29a. A vocational rehabilitation agency?

C29b. A welfare agency?

C29c. A mental health agency?

C29d. A workforce center or unemployment office

C29e. Your employer

C29f. Other state agency?

C29g. OTHER(SPECIFY:_______________)

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

C30.

Contract No. SS00-10-60011

Who referred you to place(s) that you went for training or to learn a new job skill?
INTERVIEWER: MARK ONLY ONE. IF R INDICATES IT WAS THEIR IDEA CODE WAS NOT
REFERRED HERE.
PARENT/GUARDIAN............................................................................. 1
SPOUSE/PARTNER .............................................................................. 2
FRIEND .................................................................................................. 3
JOB COACH .......................................................................................... 4
EMPLOYER/SUPERVISOR .................................................................. 5
OTHER RELATIVE ................................................................................ 6
BENEFIT SPECIALIST .......................................................................... 7
MEDICAL PROVIDER ........................................................................... 8
WAS NOT REFERRED BY ANYONE ................................................... 9
OTHER (SPECIFY____________________________________) ..... 10
REFUSED ............................................................................................ 97
DON’T KNOW ...................................................................................... 98

[IF C26e=YES, ASK C31 ELSE SKIP TO C33]
C31.

Where did you go or who provided the on the job training, job coaching, or support services?

Yes

Not
Used

REF

C31a. A vocational rehabilitation agency?

C31b. A welfare agency?

C31c. A mental health agency?

C31d. A workforce center or unemployment office

C31e. Your employer

C31f. Other state agency?

C31g. OTHER(SPECIFY___________________)?

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

C32.

Contract No. SS00-10-60011

Who referred you to place(s) that you went for on-the-job training, job coaching, or support
services?
INTERVIEWER: MARK ONLY ONE.
IF R INDICATES IT WAS THEIR IDEA CODE WAS NOT REFERRED BY ANYONE.
PARENT/GUARDIAN............................................................................. 1
SPOUSE/PARTNER .............................................................................. 2
FRIEND .................................................................................................. 3
JOB COACH .......................................................................................... 4
EMPLOYER/SUPERVISOR .................................................................. 5
OTHER RELATIVE ................................................................................ 6
BENEFIT SPECIALIST .......................................................................... 7
MEDICAL PROVIDER ........................................................................... 8
WAS NOT REFERRED BY ANYONE ................................................... 9
OTHER (SPECIFY____________________________________) ..... 10
REFUSED ............................................................................................ 97
DON’T KNOW ...................................................................................... 98

UNEMPLOYED RESPONDENTS (A1=2,7,8) SKIP TO C35

C33.

[IF SELF-EMPLOYED (C8=1) SKIP TO C34] Please tell me whether or not your {main/current}
employer has made any accommodations because of your physical or mental condition. Has
your employer ... (NBS-modified)

YES

NOT
NEEDED

REF

C33a.

Provided you with any special equipment or
assistive technology

C33b.

Kept your job available to you, even though you
have to go out on disability from time to time?

C33c.

Arranged for co-workers or others to help you
when you need it?
Provided you with any modified computer
hardware?
Provided you with any modified computer
software?
Made any other changes that I didn’t mention to
accommodate your condition in the workplace?
(SPECIFY:_______________)

C33d.
C33e.
C33f.

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

C34.

Contract No. SS00-10-60011

* Taking all things into account, how satisfied are you with your [main/current] job? Would you
say you are:
PROGRAMMER: USE “MAIN” IF C4>01, OTHERWISE USE “CURRENT.”
Very satisfied ......................................................................................... 1
Somewhat satisfied ............................................................................... 2
Not very satisfied ................................................................................... 3
Not at all satisfied? ................................................................................ 4
REFUSED ............................................................................................ 97
DON’T KNOW ...................................................................................... 98

ASK ALL RESPONDENTS
C35.

Now, I would like to ask you some questions about how you usually spend your time. In an
ordinary week, about how many hours do you spend in each of these activities:
[INTERVIEWER: IF NONE, ENTER 0. IF LESS THAN 1, ENTER 1]
Number of
Hours per Week

C36.

C35a.

Working in a job for which you are paid?

|__|__|__|

C35b.

Doing unpaid work at a family business?

|__|__|__|

C35c.

(if C37a orC37b >0) Commuting to and from work?

|__|__|__|

C35d.

In volunteer work for an organization?

|__|__|__|

C35e.

In school, working toward a degree, or in a training program?

|__|__|__|

C35f.

In home-making or home maintenance activities including caring for
others, housekeeping, food preparation, yard work or house repairs?

|__|__|__|

C35g.

In personal health care and self grooming activities?

|__|__|__|

[IF A3 = 1 OR C35d>0, ASK C36, ELSE SKIP TO D1] Did any of the volunteer or unpaid work
we just discussed lead you to a paid job?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

SECTION D: WORK HISTORY SINCE RANDOM ASSIGNMENT
IF DATE IN C3 IS PRIOR TO THE DATE OF RANDOM ASSIGNMENT, SKIP TO TRANSPORTATION
SECTION, E1
[CATI/CAPI LOGIC WILL CONTROL WHETHER TO ASK FOR PAST 3 YEARS OR PAST 2 YEARS
DEPENDING ON WHETHER AN INTERIM SURVEY WAS COMPLETED]
D1. Now, I will ask you about any other jobs you have had in the past 3 years, that is since
[INTERVIEW MONTH THREE YEARS AGO]. When answering these questions, please
include both part-time and full-time jobs, but only include work you did for pay or profit at a
job that lasted for one month or longer. You should include self-employment

IF CURRENTLY EMPLOYED and have only 1 job (C1=1 and C4=1) ASK: Excluding the job we
just talked about, between [DATE OF LAST INTERVIEW] and today, did [you/ he/she] work for
pay at any other jobs for longer than one month?
IF CURRENTLY EMPLOYED AND HAVE MORE THAN 1 JOB (C1=1 and C4>1) ASK: Excluding
the jobs [you/ he/she] currently [have/has], between [DATE OF LAST INTERVIEW] and today did
[you/ he/she] work for pay at any other jobs for longer than one month?
IF NOT CURRENTLY EMPLOYED (C1<>1) ASK: Between [DATE OF LAST INTERVIEW] and
today, did [you/ he/she] work for pay at any jobs for longer than one month?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
DON’T KNOW ........................................................................................ 8
REFUSED .............................................................................................. 9

(PROGRAMMER:
IF C4=1 and D1=2,8,9 set D1A=1
IF C4>1 and D1=2,8,9 set D1A=2
IF C1=2 and D1=2,8,9 set D1A=3
IF C4=1 and D1=1 set D1A=4
IF C4>1 and D1=1 set D1A=5
IF C1=2 and D1=1 set D1A=6)

D1a.

FLAGVARIABLE TO HOLD JOB STATUS
Currently one job, no others ................................................................... 1 (SKIP TO D2a)
Currently >1 job, no others..................................................................... 2 (SKIP TO D2a)
Currently no job, no others ..................................................................... 3 (SKIP TO D2a)
Currently one job, and others................................................................. 4
Currently >1 job, and others................................................................... 5
Currently no job, and others ................................................................... 6

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

IF RESPONDENT IS CURRENTLY WORKING, CAPI WILL INCORPORATE BRACKETED TEXT IN
D2.

D2. [Excluding your current job,] How many (other) jobs did you hold for at least one month since
[DATE OF LAST INTERVIEW]?
NUMBER OF JOBS: ______________ (1-15)
REFUSED .............................................................................................-1
DON’T KNOW .......................................................................................-2

D2a. You have said that [you/he/she] have [INSERT C4 VALUE] job(s) and [you/he/she] also had
[INSERT D2 VALUE] other job(s) [DATE OF LAST INTERVIEW]. Is that correct?
YES ........................................................................................................ 1 (GOTO
INSTRUCTS BEFORE D3)
NO-CORRECT NUMBER OF CURRENT JOBS ................................... 2 (GOTO D2B)
NO-CORRECT NUMBER OF OTHER JOBS HELD, ............................ 3 (GOTO D2)

D2B. CORRECT NUMBER OF CURRENT JOBS – TO UPDATE C4
How many jobs [do you/ does he/she] currently have?
NUMBER OF JOBS: ______________ (RANGE:1-6)
PROGRAMMER: IF D2b<>blank, set C4=D2B.
GOTO D2a.
PROGRAMMER: SET COUNTER FOR NUMBER OF JOBS ASKED
TOTAL JOBS=C4-1+D2
(C4-1 +D2=total number of jobs held in 12 month period =number of times thru loop)
If C4=0, TOTAL JOBS=D2
TOTAL JOBS=NUMBER OF TIMES TO LOOP D3
PROGRAMMER: ASK D3 for NUMBER of JOBS MENTIONED AT D2/C4, UP TO 5 jobs.
PROGRAMMER: D3 THROUGH D4 ASKED FOR ALL JOBS WHEN D2>01

D3.

[(IF C4=0) Let’s start with a job you held [SINCE DATE OF LAST INTERVIEW]. What is the name
of a place that you worked?]
(IF C4>1)Let us start with another current job.] [(IF C4=1)Let us start with the job before [your/ his/her]
[current one/ last job].]
What [(IF C4>1) is the name of the place where [you/ he/she] also currently work[s]] [

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

(IF C4=1)] was the name of the place that [you/ he/she] worked before [your/ his/her] [current/last job]?
[IF SELF-EMPLOYED, RECORD PLACE AS ‘SELF-EMPLOYED’]
NAME1:______________________________________________________________
D3a. IF TALKING ABOUT PREVIOUS JOB: What was the name of the place that [you/
he/she] worked before that OR IF TALKING ABOUT CURRENT JOB: What is the name of
another place where you/he/she currently works? (INTERVIEWER NOTE: CHOOSE
APPROPRIATE TEXT BASED ON CURRENT JOB OR PREVIOUS JOB.)
D3 LOOPS UNTIL ALL EMPLOYERS IN FOLLOW UP ARE ACCOUNTED FOR. UP TO 5 RESPONSES.
D4 THROUGH D8 WILL LOOP ACCORDING TO D2 RESPONSE, FOR UP TO 5 RESPONSES.

D4. In what month and year did you start working at [D3 JOB]?
PROBE: Your best estimate is fine.
INTERVIEWER: ENTER MONTH HERE AND YEAR ON NEXT SCREEN
|__|__|
MO

|__|__|__|__|
YEAR

REFUSED .............................................................................................-1
DON’T KNOW .......................................................................................-2

D5. In what month and year did you stop working at [D3 JOB]?
PROBE: Your best estimate is fine.
INTERVIEWER: ENTER MONTH HERE AND YEAR ON NEXT SCEEN
|__|__|
MO

|__|__|__|__|
YEAR

D5a.

That means that you worked at this place [NAME OF EMPLOYER] for about [INSERT
NUMBER] months [OR YEARS]. Does that sound right?
YES ........................................................................................................ 1 (SKIP TO D6)
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7 (SKIP TO D6)
DON’T KNOW ........................................................................................ 8 (SKIP TO D6)

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

D5b.

Contract No. SS00-10-60011

About how many months [OR YEARS] did you work at that job?
_____ MONTHS
______YEARS
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1

D6. Were you self-employed at [D3 JOB]?
PROBE: Self-employed means that you work for yourself or own your own business.
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

[IF D6=1 THEN CAPI WILL SUBSTITUTE ‘at this business’ FOR ‘at this job’ in D7 and D8.]

D7. How many hours per week did you usually work [at [D3 JOB]/at this business]?
PROBE: Include overtime if you usually worked overtime.
HOURS PER WEEK: ______________ (SKIP TO D8)
IT VARIED.............................................................................................-3
REFUSED .............................................................................................-2
DON’T KNOW .......................................................................................-1

D7a.

Did you usually work more than 35 hours per week?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

D8. How much did you earn per week on average when you worked at [D3 JOB]?
$___________.______
REFUSED .............................................................................................-1
DON’T KNOW .......................................................................................-2

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

SECTION E: TRANSPORTATION
The next set of questions is about different types of transportation you may use.
E1.

IF C21 =1 SKIP to E2. Are you able to drive a car at this time? (NEW)
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO E2)
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8
E1a.

Do you have a valid driver’s license? (MTO, HOPE VI)

[IF NEEDED READ PROBE: By valid driver’s license we mean a license that allows you to
operate a motor vehicle and is current, not suspended or revoked.]
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO E2)
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8
E1b.

Do you currently have access to a car, truck or van that runs?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

E2.

When you have to go places, how do you usually get there? Do you usually :
YES

REF

E2a.

Use you own car, truck or van?

E2b.

Take the bus?

E2c.

Take a train or use the subway?

E2d.

Rely on friends or relatives?

E2e.

Walk?

E2f.

Use a taxi, van or paratransit service?

E2g.

Do you usually wheel?

E2h.

Do you usually wheel a motorized scooter?

E2i.

Use another form of transportation
(SPECIFY__________________________________)?

INTERVIEWER IF NEEDED READ: Paratransit is a transportation service for individuals with
disabilities who are unable to use public transportation systems, such as a bus or train.

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

SECTION F: BARRIERS TO EMPLOYMENT
Personal Views
Now I am going to read you a few statements. I’m going to ask whether or not you agree with each one.
Please remember that there is no right or wrong answer, the questions are simply asking what you think
about each one.
F1.

* For the following statements, please tell me whether you strongly agree, agree, neither agree nor
disagree, disagree, or strongly disagree. (NBS modified)
Agree

Neither
Agree Nor
Disagree

Disagree

Strongly
Disagree

REF

F1b. I am limited in my ability to
work because I do not have
reliable transportation to and
from work.

F1c. I am limited in my ability to
work because I am caring for
children or others

F1d. It is difficult for me to work
because I am afraid I will lose
my disability benefits

F1e. I am limited in my ability to
work because I am finishing a
school or training program

F1g. I don’t have the skills or
training I need to return to
work.

F1h. It will be difficult to re-qualify
for Social Security disability
benefits in the future if I work.

Strongly
Agree
F1a. I am limited in my ability to
work because of a physical or
mental condition.

F1f.

Many workplaces are not
accessible to people with my
disability

Now I am going to read you a few statements. I’m going to ask whether or not you agree with each one.
Please remember that there is no right or wrong answer, the questions are simply asking what you think
about each one.
F2.

* Do your personal goals include [IF A1=2, getting a job], moving up in a job or learning new job
skills?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

F3.

Contract No. SS00-10-60011

Are you currently receiving Social Security disability benefits?
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO F4)
REFUSED .............................................................................................. 7 (SKIP TO F4)
DON’T KNOW ........................................................................................ 8 (SKIP TO F4)

*F3a.

Do your personal goals include someday working and earning enough to stop receiving
Social Security disability benefits?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Awareness of Features of Bond Program
F4.

* Before today, had you ever heard of the Benefit Offset National Demonstration, or the BOND
program?
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO F5)
REFUSED .............................................................................................. 7 (SKIP TO F5)
DON’T KNOW ........................................................................................ 8 (SKIP TO F5)

F4a.

* [IF F4=YES] If asked, how would you describe the BOND program to a friend or relative?
[RECORD VERBATIM]
_____________________________________________________________
_____________________________________________________________

INTERVIEWER READS THIS INTRODUCTION: Under the current rules of the Social Security Disability
Insurance program, disability beneficiaries are allowed to earn up to $1040 per month without a change to
your benefits. This limit is called the level of Substantial Gainful Activity or SGA and the Social Security
increases this limit each year to adjust for inflation. When disability beneficiaries go to work while receiving
disability benefits, SSA ignores the cap of $1040 for up to 9 months, no matter how much a beneficiary
earns from work.

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

F5.

Contract No. SS00-10-60011

* We’d like to know which of the following things you think would happen to your monthly
disability cash benefits if you were to work and earn more than the SGA limit of $1040 month
after those initial months have passed. Thinking about the amount of your disability cash
benefits, if you earned more than $1,040 after those 9 months…

*F5a.

Do you think you would lose your monthly benefits completely? That is, would the amount
of your benefits fall to $0?
YES ........................................................................................................ 1 SKIP TO F6)
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

F5b.

* Do you think your benefits would be reduced but that you would be able to keep
receiving some of your monthly disability benefits?
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO F5d)
REFUSED .............................................................................................. 7 (SKIP TO F5d)
DON’T KNOW ........................................................................................ 8 (SKIP TO F5d)

F5c.

* [IF F5b=YES] How do you think those benefits would be reduced? Do you think that
they would be reduced…
By the full amount of your benefit? ....................................................... 1
By half of the amount of your benefits, that is a $1 reduction in benefits
for every $2 you earn from work? .......................................................... 2
By some other amount? ........................................................................ 3
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

F5d.

(SKIP TO F6)

(SKIP TO F6)
(SKIP TO F6)
(SKIP TO F6)

* Do you think your disability benefits would stay the same? That is, nothing would happen
to your monthly disability benefits if you earned more than $1040 per month after the initial
months that SSA allows?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

Now, we’d like to know which of the following things you think would happen to your eligibility for
disability benefits if you were to work and earn more than the SGA limit of $1040 month after those
initial months have passed. Thinking about your eligibility for disability benefits…

F5e.

* Do you think you would remain eligible for disability benefits in the future, no matter how
much you earn from work? That is, you would never have to re-apply for benefits?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

F5f.

* Do you think you would remain eligible for disability benefits for awhile, but eventually
you would no longer be eligible to receive benefits? That is, do you think eventually you
would have to re-apply for benefits?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

SECTION G: INCOME
I’m going to ask you about the income you personally received last month, that is, in [INSERT LAST
MONTH, THIS YEAR]. This includes income and benefits from different programs. When answering
these questions, please think only about your own earnings and benefits, and don’t include earnings
or benefits that other family members may have received.
G1.

IF F3=1, ASK, OTHERWISE, SKIP TO G2A
G1a.

You just told me you get income from Social Security (or SSDI). How much do you get
each month?

INTERVIEWER: ROUND TO NEAREST DOLLAR
$___________.______ (SKIP TO G2)
REFUSED .............................................................................................-1
DON’T KNOW .......................................................................................-2

G1b.

Was it more than or less than $300?
$300 OR MORE ..................................................................................... 1
LESS THAN $300 .................................................................................. 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

G2.

(In addition to your Social Security or SSDI, last/ Last) month did you receive any income from…
[READ EACH SOURCE. IF RESPONDENT VOLUNTEERS ‘I ONLY GET SSDI or SOCIAL
SECURITY’ SKIP TO G4
YES

REF

G2a. Veterans’ benefits?

G2b. Public assistance or welfare payments?

G2c. Workers’ compensation?

G2d. Private disability insurance?

G2e. Unemployment benefits?

G2f. Private pensions or government employee pensions?

G2g. Disability insurance for a Disabled adult child?

G2h. Other sources on a regular basis but not from jobs or
Social Security?

G2i. Other sources not on a regular basis?

G1j. IF VOLUNTEERED BY RESPONDENT: SSDI ONLY

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

G3.

Contract No. SS00-10-60011

How much income did you receive last month from {SOURCE FROM G2}?
INTERVIEWER: ROUND TO NEAREST DOLLAR
$___________.______ (GO TO G2 FOR NEXT SOURCE OR G4 IF NO OTHER
SOURCES OF INCOME)
REFUSED .............................................................................................-1
DON’T KNOW .......................................................................................-2 (ASK G2a)

G3a.

Was it more than or less than $300?
$300 OR MORE ..................................................................................... 1 (SKIP TO G2b)
LESS THAN $300 .................................................................................. 2 (SKIP TO G2c)
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

G3b

Was it more than or less than $500?
$500 OR MORE ..................................................................................... 1
LESS THAN $500 .................................................................................. 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

GO TO G2 FOR NEXT SOURCE
OR G3

G3c.

Was it more than or less than $150?
$150 OR MORE ..................................................................................... 1
LESS THAN $150 .................................................................................. 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

GO TO G2 FOR NEXT SOURCE
OR G3

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

G4.

Contract No. SS00-10-60011

Did you or any member of your household receive SNAP benefits (Supplemental Nutrition
Assistance Program) or food stamps last month?
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO G5)
REFUSED .............................................................................................. 7 (SKIP TO G5)
DON’T KNOW ........................................................................................ 8 (SKIP TO G5)

G4a.

What was the dollar value of the SNAP benefit (Supplemental Nutrition Assistance
Program) or food stamps you received last month?
INTERVIEWER: ROUND TO NEAREST DOLLAR
$___________.______
REFUSED .............................................................................................-1
DON’T KNOW .......................................................................................-2

G5.

Did you or any member of your household receive assistance from any other government
source? For example: energy assistance or child care assistance.
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO G8)
REFUSED .............................................................................................. 7 (SKIP TO G8)
DON’T KNOW ........................................................................................ 8 (SKIP TO G8)

G6.

What type of other assistance did you receive?
______________________________________________________
REFUSED ............................................................................................ 97
DON’T KNOW ...................................................................................... 98

G7.

How much income did you receive last month from this other assistance? (INCLUDE INCOME
FROM ALL OTHER SOURCES)
INTERVIEWER: ROUND TO NEAREST DOLLAR
$___________.______
REFUSED .............................................................................................-1
DON’T KNOW .......................................................................................-2

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

G8.

Contract No. SS00-10-60011

Do you currently receive any governmental housing assistance in paying rent, such as through
public housing or Section 8 or a Housing Choice Voucher? (HOPE VI, MTO)
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Now I’d like you to think about the income of all members in your household.

G9.

INTERVIEWER CHECK: IF EITHER A6 OR A7 = 1, ASK G9a. OTHERWISE, SKIP TO G10.
G9a.

Did your spouse (or partner) work during the last calendar year?
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO G10)
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

G9b.

How much did your spouse earn from work last year?
ENTER DOLLAR AMOUNT: $___________.______ ............................
REFUSED .............................................................................................-1
DON’T KNOW .......................................................................................-2

G10.

What was the total combined income of all members of this household during the [LAST
CALENDAR YEAR]? Please include money from jobs, work on the side, welfare, SSI, help from
your family and friends, and any other money income received by you or any other household
member. (Effects of Housing Choice Vouchers on Welfare Families)
ENTER DOLLAR AMOUNT: $___________.______ ............................ (SKIP TO H1)
REFUSED .............................................................................................-1 (SKIP TO H1)
DON’T KNOW .......................................................................................-2
G10a. Would it amount to $10,000 or more?
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO G10e)
REFUSED .............................................................................................. 7 (SKIP TO G10e)
DON’T KNOW ........................................................................................ 8 (SKIP TO G10e)

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

G10b. Would it amount to $20,000 or more?
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO G10d)
REFUSED .............................................................................................. 7 (SKIP TO G10d)
DON’T KNOW ........................................................................................ 8 (SKIP TO G10d)

G10c. Would it amount to $25,000 or more?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

(SKIP TO H1)

G10d. Would it amount to $15,000 or more?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8
(SKIP TO H1)

G10e.

Would it amount to $5,000 or more?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

SECTION H: HEALTH AND FUNCTIONAL STATUS
The next few questions ask about your health and how well you are able to do your usual activities.
As I read each item, please tell me if your health now limits you a lot, limits you a little, or does not limit
you at all in these activities.

H1.

Does your health now limit you in moderate activities such as moving a table, pushing a vacuum
cleaner, bowling, or playing golf? Does it limit you…

(SF-12)

A lot, ...................................................................................................... 1
A little, or ............................................................................................... 2
Not at all? ............................................................................................... 3

H2.

Does your health now limit you in climbing several flights of stairs? Does it limit you…

(SF-12)

The next two questions ask about your physical health and your daily activities.

H3.

* During the past 4 weeks, how much of the time have you accomplished less than you would
have liked to as a result of your physical health? Would you say…

(SF-12)

All of the time, ........................................................................................ 1
Most of the time,..................................................................................... 2
Some of the time, ................................................................................... 3
A little of the time, or .............................................................................. 4
None of the time? ................................................................................... 5

H4.

During the past 4 weeks, how much of the time were you limited in the kind of work or other
regular daily activities you do as a result of your physical health? Would you say…

(SF-12)

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

Now I will ask about any emotional problems and your daily activities.

H5.

* During the past 4 weeks, how much of the time have you accomplished less than you would
have liked to as a result of any emotional problems, such as feeling depressed or anxious?
Would you say…

(SF-12)

H6.

* During the past 4 weeks, how much of the time did you not do work or other activities as
carefully as usual as a result of any emotional problems, such as feeling depressed or anxious?
Would you say…

(SF-12)

H7.

* During the past 4 weeks, how much did pain interfere with your normal work, including both
work outside the home and housework? Did it interfere.

(SF-12)

Not at all, ................................................................................................ 1
A little bit, ................................................................................................ 2
Moderately, ............................................................................................ 3
Quite a bit, or.......................................................................................... 4
Extremely? ............................................................................................. 5

These next questions are about how you feel and how things have been with you during the past 4
weeks. For each question, please give me the one answer that comes closest to the way you have been
feeling.
H8.

* During the past 4 weeks, how much of the time have you felt calm and peaceful? Would you
say…

(SF-12)

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

H9.

Contract No. SS00-10-60011

* During the past 4 weeks, how much of the time did you have a lot of energy? Would you say…

(SF-12)

H10.

* During the past 4 weeks, how much of the time have you felt downhearted and depressed?
Would you say…

(SF-12)

H11.

* During the past 4 weeks, how much of the time has your physical health or emotional problems
interfered with your social activities, like visiting with friends or relatives? Would you say…

(SF-12)

Health Care Service Utilization
Now I’d like you to think about the past 12 months, that is since [interview month last year].
H12.

During the past 12 months, have you stayed overnight in a hospital? (HCC)
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO H16)
REFUSED .............................................................................................. 7 (SKIP TO H16)
DON’T KNOW ........................................................................................ 8 (SKIP TO H16)

H13. During the past 12 months, how many nights in total did you stay in the hospital?
(HCC)
|__|__| TIMES
DON’T KNOW .......................................................................................-1
REFUSED .............................................................................................-2

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

Now I’d like to ask some general health related questions.

H14.

How tall are you without shoes? (NHIS 97)
IF NECESSARY READ: Please respond in feet and inches?
|__| FEET
(3-8)

|__|__| INCHES
(1-11)

DON’T KNOW .......................................................................................-1
REFUSED .............................................................................................-2

H15.

How much do you weigh without shoes? (NHIS97)
|__|__|__| POUNDS (50-600)
DON’T KNOW .......................................................................................-1
REFUSED .............................................................................................-2

Now I’d like to ask you some questions about everyday activities and how much difficulty you have doing
these activities. Please give me your best answer even if the questions don’t seem to apply to you.

H16.

Do you need help with personal care such as bathing, dressing, or getting around the house
because of an impairment or a physical or mental health problem?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

H17.

During the past 12 months, about how many days did illness or an injury keep you in bed more
than half of the day? (Please include days that you were an overnight patient in a hospital.)
NUMBER OF DAYS ____________________
NONE ..................................................................................................... 0
REFUSED .............................................................................................-1
DON’T KNOW .......................................................................................-2

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

H18.

Contract No. SS00-10-60011

Do you need the help of another person in order to get around inside your home?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

H19.

Do you need the help of another person in order to get around outside your home?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

H20.

* Do you have a lot of trouble concentrating long enough to finish everyday tasks?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

H21.

* Do you have a lot of trouble coping with day-to-day stresses?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

SECTION I:

Contract No. SS00-10-60011

HEALTH INSURANCE

Now, I’m going to ask you about different types of health insurance coverage you might have.

I1.
Do you have health insurance coverage now?
(HCC)
[INTERVIEWER: PROBE IF NECESSARY: “For instance, are you covered by a plan that
someone else in your family has, or through a health plan your employer provides, or Medicare,
Medicaid, or a plan you bought on your own?”]
YES ....................................................................................................... 1 (SKIPTO I3)
NO ......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

I2.
So, you are uninsured, is that correct?
(HCC)
[INTERVIEWER: PROBE IF NECESSARY: “This means no Medicaid coverage or any other
government sponsored health insurance coverage.”]
YES ....................................................................................................... 1 (SKIPTO I5)
NO ......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

I3.

What kinds of health coverage do you have?
PROBE: Any other kind?
INTERVIEWER: CODE ALL THAT APPLY AS 0=NOT SELECTED, 1=SELECTED.
MEDICAID/{STATMED} ......................................................................... 1
MEDICARE ............................................................................................ 2
CHAMPUS/CHAMP-VA, TRICARE, VA, OTHER MILITARY ................ 3
INDIAN HEALTH SERVICE ................................................................... 4
MEDI-GAP ............................................................................................. 5
STATE PROGRAM ................................................................................ 6
PRIVATE INSURANCE THROUGH OWN EMPLOYER ....................... 7
PRIVATE INSURANCE THROUGH SPOUSE/PARTNER/PARENT .... 8
PRIVATE INSURANCE PAID BY SELF/FAMILY .................................. 9
PRIVATE DISABILITY INSURANCE PAID BY SELF/FAMILY ........... 10
OTHER PLAN (SPECIFY)_____________________ ......................... 95
REFUSED ............................................................................................ 97
DON’T KNOW ...................................................................................... 98

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

The next set of questions is about the use of health care. Please do not include dental care.

I4.

During the past 12 months, have you delayed seeking medical care for you or a member of your
family because of worry about the cost?
YES ....................................................................................................... 1
NO ......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

I5.

During the past 12 months, was there any time when you needed medical care, but did not get it
because you couldn't afford it?
YES ....................................................................................................... 1
NO ......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

SECTION J: FINANCIAL HARDSHIP
The next set of questions asks about difficulties people sometimes have in meeting their essential
household expenses. Essential household expenses are things such as mortgage or rent payments,
utility bills, or important medical care. Please think about the past 12 months, that is since [interview
month last year], when responding to these questions

J1.

During the past 12 months, has there been a time when you did not meet all of your essential
expenses?
IF NEEDED: Essential household expenses include such things as mortgage or rent payments,
utility bills or important medical care
.
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

J2.

I’m going to read a list of some specific difficulties people experience when they had difficulty
paying their household expenses. Was there any time in the past 12 months when you did not
pay the full amount of the rent or mortgage?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

J3.

In the past 12 months were you evicted from your home or apartment for not paying the rent or
mortgage?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

J4.

Was there a time in the past 12 months when you could not pay the full amount of the gas, oil, or
electricity bills?
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO J6)
REFUSED .............................................................................................. 7 (SKIP TO J6)
DON’T KNOW ........................................................................................ 8 (SKIP TO J6)

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

J5.

Contract No. SS00-10-60011

In the past 12 months did the gas or electric company turn off service, or the oil company not
deliver oil because you did not pay?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

J6.

Was there a time in the past 12 months when the telephone or cell phone company disconnected
service because you did not pay?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

J7.

I'm going to read you some statements that people have made about their food situation. For
these statements, please tell me whether it was often true, sometimes true, or never true for you
in the last twelve months.
“The food that I bought just didn't last and I didn't have money to get more." Was that often,
sometimes or never true for you in the last twelve months?
OFTEN TRUE ........................................................................................ 1
SOMETIMES TRUE ............................................................................... 2
NEVER TRUE ........................................................................................ 7
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

J8.

The next statement is: “I couldn't afford to eat balanced meals" Was that often, sometimes or
never true for you in the last twelve months?
OFTEN TRUE ........................................................................................ 1
SOMETIMES TRUE ............................................................................... 2
NEVER TRUE ........................................................................................ 7
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

J9.

Contract No. SS00-10-60011

The next questions refer to adults in the household. In the past twelve months did you ever cut
the size of your meals or skip meals because there wasn't enough money for food?
YES ........................................................................................................ 1
NO .......................................................................................................... 2 SKIP to J11
REFUSED .............................................................................................. 7 SKIP to J11
DON’T KNOW ........................................................................................ 8 SKIP to J11

J10.

J11.

[IF J9=1, ASK] How often did this happen—almost every month, some months but not every
month, or in only 1 or 2 months?
.................................................................................................................
Almost every month ............................................................................... 1
Some months but not every month ........................................................ 2
Only 1 or 2 months ................................................................................. 3
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

In the past twelve months, did you ever eat less than you felt you should because there wasn't
enough money to buy food?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

J12.

In the last 12 months, were you every hungry but didn't eat because there wasn't enough money
for food?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

SECTION K: PERSONAL CHARACTERISTICS
Now I have just a few more easy questions for you.

Current Living Situation
K1.

Thinking about the place you live, would you say that this place is a…
[INTERVIEWER: CODE ONE ANSWER.]
[IF RESPONDENT LIVES IN ONE UNIT WITHIN A TWO- OR THREE-FAMILY HOME, CODE
AS REGULAR APARTMENT (03).]
Single family home ................................................................................ 1
Mobile home. ......................................................................................... 2
Regular apartment ................................................................................ 3
Supervised apartment ........................................................................... 4
Group home .......................................................................................... 5
Halfway house........................................................................................ 6
Personal care or board and care home ................................................ 7
Assisted living facility ............................................................................. 8
Nursing or convalescent home .............................................................. 9
Shelter ................................................................................................. 10
Some other type of supervised group residence or facility .................. 11
Something else________________________________ .................... 12
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

K2.

Is this place primarily for people with hearing or vision impairments, mental illness psychiatric
disabilities, mental retardation, or developmental disabilities?
YES ........................................................................................................ 1
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

K3.

Not including yourself, how many other people live in your household with you now?
NUMBER OF PEOPLE____________________
REFUSED .............................................................................................-1
DON’T KNOW .......................................................................................-2

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

Contract No. SS00-10-60011

SECTION L: RESPONDENT CONTACT INFORMATION
Thank you very much for your time today. At this time we’d like to just confirm some information about
you. The information we confirm now will allow us to help us be able to get back in touch with you in the
future. [It will also allow us to ensure that your incentive payment is sent to the correct address.]
L1.

I have your name listed as [READ AND CONFIRM SPELLING OF NAME, FIRST MIDDLE LAST
SUFFIX]. Is that correct?
YES, ALL CORRECT ............................................................................. 1
NO, CORRECT FIRST NAME ............................................................... 2
NO, CORRECT MIDDLE NAME ............................................................ 3
NO, CORRECT LAST NAME ................................................................ 4
NO, CORRECT SUFFIX ........................................................................ 5
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

L2.

L3.

(SKIP TO L3)
(GO TO L2A)
(GO TO L2B)
(GO TO L2C)
(GO TO L2D)
(SKIP TO L3)
(SKIP TO L3)

Could you please tell me how to spell your name?
L2a.

FIRST:

What is your first name?

L2b.

MIDDLE:

What is your middle name?

L2c.

LAST:

What is your last name?

L2d.

SUFFIX:

Is there anything after your last name, like Jr. or Sr.?

I would like to confirm your date of birth. I have your date of birth as [MM/DD/YYYY]. Is that
correct?
YES ........................................................................................................ 1 (SKIP TO L4)
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7 (SKIP TO L4)
DON’T KNOW ........................................................................................ 8 (SKIP TO L4)

L3a.

What is your date of birth?
____/____/________
MM DD
YYYY

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

L4.

Contract No. SS00-10-60011

Our records show that your current address is (READ FROM SAMPLE SHEET). Is this correct?
YES, ALL OF THAT IS CORRECT)....................................................... 1
NO–UPDATE STREET .......................................................................... 2
NO–UPDATE APARTMENT/UNIT ........................................................ 3
NO–UPDATE CITY ............................................................................... 4
NO–UPDATE STATE............................................................................. 5
NO–UPDATE ZIP................................................................................... 6
NO–UPDATE TELEPHONE .................................................................. 7
REFUSED ............................................................................................ 97
DON’T KNOW ...................................................................................... 98

L5.

L4a.

STREET:

What is your current street address?

L4b.

APT:

Is there an apartment number?

L4c.

CITY:

In what city do you live?

L4d.

STATE:

In what state do you live?

L4e.

ZIP:

What is your zip code?

(SKIP TO L5)
(GO TO L4a)
(GO TO L4b)
(GO TO L4c)
(GO TO L4d)
(GO TO L4e)
(GO TO L5)
(SKIP TO L5)
(SKIP TO L5)

IF CAPI: Our records show your phone number as [AREA CODE/PHONE NUMBER]
IF CATI: I called you at [AREA CODE/PHONE NUMBER].
Is this the best number to reach you at?
YES ........................................................................................................ 1 (SKIP TO L7)
NO .......................................................................................................... 2
REFUSED .............................................................................................. 7 (SKIP TO L7)
DON’T KNOW ........................................................................................ 8 (SKIP TO L7)

L6.

What is your home phone number, starting with area code?
(____) _____-________
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

BOND Implementation and Evaluation

L7.

Contract No. SS00-10-60011

Do you have a cell phone number?
YES ........................................................................................................ 1
NO .......................................................................................................... 2 (SKIP TO END)
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

L7a.

What is your cell phone number, starting with area code?
(____) _____-________
REFUSED .............................................................................................. 7
DON’T KNOW ........................................................................................ 8

Thank you very much for your time today
IF TELEPHONE: You can expect to receive your $45 check within 4 weeks.
IF IN-PERSON: Here is your $45 money order.

Abt Associates Inc.

Appendix E. BOND Stage 2 36-Month Follow-up Survey Instrument

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File Modified	2014-01-15
File Created	2014-01-15