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pdfCEQ 2015 CAPI Instrument Requirements
Consumer Expenditure Quarterly Interview Survey 2015 Instrument Requirements
Control Card changes
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Control
Card
CE_INTRO
As we start, please understand that we ask the same questions of
everybody we talk to. I realize some of these questions may not
apply to your household.
Most questions that I will be asking refer to a specific time period.
During this interview, the time period, unless I state otherwise is
for the past ^Month3months, that is, from the 1st day of
^REF_MONTH to today.
Most of my questions are about expenses your household had or
bills you’ve received. You will find it helpful to have your
checkbook register, credit card statements and other records as
you answer the questions.
1. Enter 1 to continue
Store instructions:
Set section complete flag
Skip instructions:
Exit block and goto BSECT01
N/A
As we start, please understand that we ask the same topics of
everybody we talk to. I realize some of these questions may not apply
to your household.
Most questions that I will be asking refer to a specific time period.
During this interview, the time period, unless I state otherwise is for
the past three months, that is, from the 1st day of ^REF_MONTH to
today.
Most of my questions are about expenses your household had or bills
you’ve received. You will find it helpful to have your checkbook
register, credit card statements and other records as you answer the
questions.
1. Enter 1 to continue
Skip instructions:
Goto BUSCREEN
Control
Card
Change “questions” to
“topics” in first sentence
Replace Month3months fill
with “three months”
Move store instructions to
new BUSCREEN question
Update skip instructions to
accommodate new
BUSCREEN question
New question New question to determine
BUSCREEN
whether HH may have had any
expenses over the reference
period that could be
reimbursed or deducted as
business expenses.
Since the first of ^REF_MONTH, have ^YOU_ANYMEM had any
expenses that will be reimbursed or deducted as business expenses?
1. Yes
2. No
Store instructions:
Set section complete flag
Skip instructions:
1, DK, RF: goto BUSXPNSE
2: Exit block and goto BSECT01
Page 1 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Control
Card
New question New screen that informs those n/a
BUSXPNSE
who answer ‘yes’, ‘don’t know’,
or ‘refuse’ to BUSCREEN that
we will ask them how much of
deductible expenses were/will
be deducted
Change Detail
201403 Wording/Specification
201502 Wording/Specification
For certain topics, such as housing, utilities, or vehicles, I will ask you
to estimate how much of the expense was or will be deducted as a
business expense.
1. Enter 1 to continue
Skip instructions:
Exit block and goto BSECT01
Section 02 changes
CEQ
Section
CEQ CAPI
Variable
02
RENTED
02
MORERENT
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Remove skip that took 1st
interviews to the third month
(previous month)
Do ^YOU_ANYMEM ^FSTILL pay rent for these living quarters?
Do ^YOU_ANYMEM ^FSTILL pay rent for these living quarters?
Remove skip instructions that
differentiate 1st interviews
from 2nd‐5th interviews
1. Yes
2. No
1. Yes
2. No
Skip instructions:
Skip instructions:
1, DK, RF: if INTNMBR=1 then goto Brent02.RENTX3 ELSE go to
Brent02.RENTX1
1, DK, RF: go to Brent02.RENTX1
2: go to BRrent02.RTASPAY
Since the first of ^REF_MONTH have ^YOU_ANYMEM rented any
houses, apartments, or temporary living quarters NOT used
entirely for business or vacation?
Do NOT include college or university regulated housing.
1. Yes
2. No
Skip instructions:
1: if INTNMBR=1 then goto RENTX3 ELSE goto RENTX1
2, DK, RF: goto S2_END
2: go to BRrent02.RTASPAY
Since the first of ^REF_MONTH have ^YOU_ANYMEM rented any
houses, apartments, or temporary living quarters NOT used entirely
for business or vacation?
Do NOT include college or university regulated housing.
1. Yes
2. No
Skip instructions:
1: goto RENTX1
2, DK, RF: goto S2_END
Page 2 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
02
RENTX3
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Remove RENTX3FILL. This fill
appeared in the RENTX3
question wording for 1st
interviews because 1st
interviews did not get the
RENTX1 variable, which already
has this question wording.
What was your total rental payment for ^LAST_MONTH for this
unit? ^RENTX3FILL
What was your total rental payment for ^LAST_MONTH for this unit?
0‐9999999, DK, RF: go to RTELECT
RENTX3FILL: If INTNMBR=1, fill “Include any extra charges for
garage or parking facilities, but do not include direct payments by
local, state, or federal agencies.”
0‐9999999, DK, RF: go to RTELECT
02
RTASPAY
Update skip instructions to
incorporate new BUSCREEN
screener in control card.
Instrument
Did ^YOU_ANYMEM receive any reduced or free rent for this unit
as a form of pay since the first of ^REF_MONTH?
1. Yes
2. No
Skip instructions:
1: goto RTCOMPX
2, DK, RF: Goto RTBSNS
02
REGRNTX
Update skip instructions to
incorporate new BUSCREEN
screener in control card.
Instrument
What is your regular rental payment?
Skip instructions:
0‐999999: If REGRNTX gt 1463 then goto ERR1_REGRNTX else goto
RTBSNS
DK, RF: Goto RTBSNS
Did ^YOU_ANYMEM receive any reduced or free rent for this unit as a
form of pay since the first of ^REF_MONTH?
1. Yes
2. No
Skip instructions:
1: goto RTCOMPX
2, DK, RF: If CONTROLCARD.BUSCREEN=2 AND (PSU=06001, 06013,
06037, 06041, 06059, 06065, 06071, 06081, 06073, 06075, 06087,
06097, 11001, 24021, 24043, 34003, 34013, 34017, 34023, 34027,
34031, 34037, 36005, 36047, 36059, 36061, 36081, 36085, 36087,
36103, 36119) go to RENTCONT
ELSEIF CONTROLCARD.BUSCREEN=2 goto MORERENT
ELSE goto RTBSNS
What is your regular rental payment?
Skip instructions:
0‐999999: If REGRNTX gt 1463 then goto ERR1_REGRNTX elseIf
CONTROLCARD.BUSCREEN=2 AND (PSU=06001, 06013, 06037, 06041,
06059, 06065, 06071, 06081, 06073, 06075, 06087, 06097, 11001,
24021, 24043, 34003, 34013, 34017, 34023, 34027, 34031, 34037,
36005, 36047, 36059, 36061, 36081, 36085, 36087, 36103, 36119) go
to RENTCONT
ELSEIF CONTROLCARD.BUSCREEN=2 goto MORERENT
ELSE goto RTBSNS
Page 3 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
02
RTBSNS
Update skip instructions to
include additional FIPS codes
06001, 06013, 06041, 06059,
06065, 06071, 06081
Is any portion of this unit used for your own business?
1. Yes
2. No
Skip instructions:
1: go to RTBSNSZ
2, DK, RF: If STLRENT=2 AND (PSU=06037, 06073, 06075, 06087,
06097, 11001, 24021, 24043, 34003, 34013, 34017, 34023, 34027,
34031, 34037, 36005, 36047, 36059, 36061, 36081, 36085, 36087,
36103, 36119) go to RENTCONT
ELSE go to MORERNT
02
CK_RTBSNS
Update skip instructions to
include additional FIPS codes
06001, 06013, 06041, 06059,
06065, 06071, 06081
02
RTBSNSZ
Update skip instructions to
include additional FIPS codes
The respondent has reported neither renting nor owning the
sample unit.
If the sample unit is being purchased, change STLRENT to 3, else
suppress this edit.
Skip instructions:
SUPPRESS: IF PSU=06037, 06073, 06075, 06087, 06097, 11001,
24021, 24043, 34003, 34013, 34017, 34023, 34027, 34031, 34037,
36005, 36047, 36059, 36061, 36081, 36085, 36087, 36103, 36119,
go to RENTCONT
ELSE go to MORERNT
What percent of the rental payment is counted as a business
expense?
* Enter to the nearest whole percent.
Skip instructions:
201502 Wording/Specification
DK, RF: If CONTROLCARD.BUSCREEN=2 AND (PSU=06001, 06013,
06037, 06041, 06059, 06065, 06071, 06081, 06073, 06075, 06087,
06097, 11001, 24021, 24043, 34003, 34013, 34017, 34023, 34027,
34031, 34037, 36005, 36047, 36059, 36061, 36081, 36085, 36087,
36103, 36119) go to RENTCONT
ELSEIF CONTROLCARD.BUSCREEN=2 goto MORERENT
ELSE goto RTBSNS
Is any portion of this unit used for your own business?
1. Yes
2. No
Skip instructions:
1: go to RTBSNSZ
2, DK, RF: If STLRENT=2 AND (PSU=06001, 06013, 06037, 06041, 06059,
06065, 06071, 06081, 06073, 06075, 06087, 06097, 11001, 24021,
24043, 34003, 34013, 34017, 34023, 34027, 34031, 34037, 36005,
36047, 36059, 36061, 36081, 36085, 36087, 36103, 36119) go to
RENTCONT
ELSE go to MORERNT
The respondent has reported neither renting nor owning the
sample unit.
If the sample unit is being purchased, change STLRENT to 3, else
suppress this edit.
Skip instructions:
SUPPRESS: IF PSU= 06001, 06013, 06037, 06041, 06059, 06065, 06071,
06081, 06073, 06075, 06087, 06097, 11001, 24021, 24043, 34003,
34013, 34017, 34023, 34027, 34031, 34037, 36005, 36047, 36059,
36061, 36081, 36085, 36087, 36103, 36119, go to RENTCONT
ELSE go to MORERNT
What percent of the rental payment is counted as a business
expense?
* Enter to the nearest whole percent.
Skip instructions:
Page 4 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
06001, 06013, 06041, 06059,
06065, 06071, 06081
1‐99, DK, RF: IF PSU=06037, 06073, 06075, 06087, 06097, 11001,
24021, 24043, 34003, 34013, 34017, 34023, 34027, 34031, 34037,
36005, 36047, 36059, 36061, 36081, 36085, 36087, 36103, 36119,
go to RENTCONT
ELSE go to MORERNT
100: ERR2_RTBSNSZ
1‐99, DK, RF: IF PSU=06001, 06013, 06037, 06041, 06059, 06065,
06071, 06081, 06073, 06075, 06087, 06097, 11001, 24021, 24043,
34003, 34013, 34017, 34023, 34027, 34031, 34037, 36005, 36047,
36059, 36061, 36081, 36085, 36087, 36103, 36119, go to RENTCONT
ELSE go to MORERNT
100: ERR2_RTBSNSZ
100% WAS ENTERED. PLEASE VERIFY.
Skip instructions:
SUPPRESS: IF PSU=06037, 06073, 06075, 06087, 06097, 11001,
24021, 24043, 34003, 34013, 34017, 34023, 34027, 34031, 34037,
36005, 36047, 36059, 36061, 36081, 36085, 36087, 36103, 36119,
go to RENTCONT
ELSE go to MORERNT
Since the first of ^REF_MONTH have ^YOU_ANYMEM rented any
houses, apartments, or temporary living quarters NOT used
entirely for business or vacation?
Do NOT include college or university regulated housing.
1. Yes
2. No
Skip instructions:
1: if INTNMBR=1 then goto RENTX3 ELSE goto RENTX1
2, DK, RF: goto S2_END
100% WAS ENTERED. PLEASE VERIFY.
Skip instructions:
SUPPRESS: IF PSU=06001, 06013, 06037, 06041, 06059, 06065, 06071,
06081, 06073, 06075, 06087, 06097, 11001, 24021, 24043, 34003,
34013, 34017, 34023, 34027, 34031, 34037, 36005, 36047, 36059,
36061, 36081, 36085, 36087, 36103, 36119, go to RENTCONT
ELSE go to MORERNT
Since the first of ^REF_MONTH have ^YOU_ANYMEM rented any
houses, apartments, or temporary living quarters NOT used entirely
for business or vacation?
Do NOT include college or university regulated housing.
1. Yes
2. No
Skip instructions:
1: goto RENTX1
2, DK, RF: goto S2_END
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Update skip instructions to
incorporate new BUSCREEN
^DoDoes_C ^YOU_YRCU still own your ^I_PROPDESC?
^DoDoes_C ^YOU_YRCU still own your ^I_PROPDESC?
02
CK_RTBSNSZ
Update skip instructions to
include additional FIPS codes
06001, 06013, 06041, 06059,
06065, 06071, 06081
02
MORERNT
Remove skip instructions that
differentiate 1st interviews
from 2nd‐5th interviews
Section 03A.1 changes
CEQ
Section
CEQ CAPI
Variable
03A.1
(CurrentPr
STILOWN
1. Yes
2. No
1. Yes
2. No
Page 5 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
ops.TStillO
wn)
Change Detail
201403 Wording/Specification
201502 Wording/Specification
screener in control card.
Instrument
Skip instructions:
Skip instructions:
1, DK, RF: if 8500.OWNYB=600 then exit block and goto
BSECT3I.VAC_RNTQ
1, DK, RF: if 8500.OWNYB=600 then exit block and goto
BSECT3I.VAC_RNTQ
ELSE goto BSNSEXPA
2: IF 8500.OWNYB=600 then goto exit block and goto PURPROP
ELSE goto BSNSEXPA
ELSEIF CONTROLCARD.BUSCREEN=2 AND (there are
previously reported loans with 8500.LOANTYPE=1, 2 AND
8500.OPF_STAT=1) then exit block and goto
BMCHANGE.Mchange
ELSEIF CONTROLCARD.BUSCREEN=2 AND 8500.HWMNYLOC
>=1 then exit block and goto THomeEquity.PDLOAN2
ELSEIF CONTROLCARD.BUSCREEN=2 exit block and goto
TAddMort.ADDMORT
ELSE goto BSNSEXPA
2: IF 8500.OWNYB=600 then goto exit block and goto PURPROP
ELSEIF CONTROLCARD.BUSCREEN=2 AND (there are
previously reported loans with 8500.LOANTYPE=1, 2 AND
8500.OPF_STAT=1) then exit block and goto
BMCHANGE.Mchange
ELSEIF CONTROLCARD.BUSCREEN=2 AND 8500.HWMNYLOC
>=1 then exit block and goto THomeEquity.PDLOAN2
ELSEIF CONTROLCARD.BUSCREEN=2 exit block and goto
TAddMort.ADDMORT
ELSE goto BSNSEXPA
03A.1
(CurrentPr
PDLOAN2
Change “line of credit home
equity loan” to “home equity
line of credit”
Since the first of ^REF_MONTH, ^have_has2 ^YOU_YRCU made any Since the first of ^REF_MONTH, ^have_has2 ^YOU_YRCU made any
payments for your line of credit home equity loan?
payments for your home equity line of credit?
1. Yes
1. Yes
Page 6 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
ops.Home
Equity)
201403 Wording/Specification
2. No
03A.1
(CurrentPr
ops.Home
Equity)
PD2AMTX1
03A.1
(CurrentPr
ops.Home
Equity)
TOTOWED2
Remove different skip
instructions for INTNMBR=1
201502 Wording/Specification
2. No
Skip instructions:
Skip instructions:
1: goto PD2AMTX1
1: goto PD2AMTX1
2, DK, RF: goto TOTOWED2
2, DK, RF: goto TOTOWED2
What was the total amount paid in ^REF_MONTH?
What was the total amount paid in ^REF_MONTH?
Skip Instructions:
Skip Instructions:
0, 1‐99999999, DK, RF: If INTNMBR=1 then go to TOTOWED2 ELSE
go to PD2AMTXX2
How much was owed before the last payment?
0, 1‐99999999, DK, RF: go to PD2AMTXX2
Change question wording to a
fill based on whether any
Skip instructions:
payments were reported in the
months of the reference period IF TOTOWED2 lt PD2AMTX3 then goto CK_TOTOWED2
ELSEIF (8500.OWNYB=100 and TOTOWED2=1‐165 or gt 104400) OR
(8500.OWNYB=200‐400 and TOTOWED2=1‐2000 or gt 100000) then
goto ERR1_TOTOWED2
ELSE goto PDLOAN2 for next loan for this property with
8500.OPH_STAT=1
IF no more loans for this property with 8500.OPH_STAT=1 then exit
block and goto TAddmort.Baddmort.ADDMORT
TOTOWED2_FILL
TOTOWED2_FILL fill instructions:
IF PDLOAN2=2, DK, RF, fill “How much was owed at the end of
^LAST_MONTH?”
ELSEIF PD2AMTX3 ne 0, fill “How much was owed at the end of
^TWO_MONTH before the payment made in ^LAST_MONTH?”
ELSEIF PD2AMTX2 ne 0, fill “How much was owed at the end of
^REF_MONTH before the payment made in ^TWO_MONTH?”
ELSEIF PD2AMTX1 ne 0, fill, “How much was owed at the end of ^PRE‐
REF_MONTH before the payment made in ^REF_MONTH?”
PRE‐REF_MONTH fill instructions:
Fill month for the month prior to reference month (four months ago)
Skip instructions:
IF TOTOWED2 lt PD2AMTX3 then goto CK_TOTOWED2
ELSEIF (8500.OWNYB=100 and TOTOWED2=1‐165 or gt 104400) OR
(8500.OWNYB=200‐400 and TOTOWED2=1‐2000 or gt 100000) then
goto ERR1_TOTOWED2
Page 7 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
ELSE goto PDLOAN2 for next loan for this property with
8500.OPH_STAT=1
IF no more loans for this property with 8500.OPH_STAT=1 then exit
block and goto TAddmort.Baddmort.ADDMORT
03A.1
(CurrentPr
ops.3D)
DISPMO
Update store instructions for
FlgERROR by removing
differences between 1st
interviews and other
interviews.
In what month did ^YOU_YRCU ^sell_give_dispose?
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
January
February
March
April
May
June
July
August
September
October
November
December
In what month did ^YOU_YRCU ^sell_give_dispose?
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
January
February
March
April
May
June
July
August
September
October
November
December
Store instructions:
Store instructions:
Set FlgERROR:
IF DISPMO = 1‐12 THEN:
IF INTNMBR = 1 THEN
IF ((DISPMO = last_monthnum) OR (DISPMO = cur_monthnum))
AND ((DISPYR = Currentyear) OR (DISPYR = (Currentyear ‐
1))) OR
((DISPMO = Interviewdate.MONTH) AND (DISPYR =
Currentyear)) THEN set FlgError = No
ELSE
Set FlgERROR:
IF DISPMO = 1‐12 THEN:
IF Cur_monthnum = 1 THEN {Current Month is January}
IF DISPMO = 1 AND DISPYR = (Currentyear) THEN {Disposed
of January of this year}
Set FlgERROR = No
ELSEIF (DISPMO = 10‐12) AND DISPYR = (Currentyear ‐ 1)
THEN {Disposed of Oct, Nov, Dec of last year}
Set FlgERROR = No
Page 8 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Set FlgERROR = Yes
ELSEIF INTNMBR > 1 THEN
IF Cur_monthnum = 1 THEN {Current Month is January}
IF DISPMO = 1 AND DISPYR = (Currentyear) THEN {Disposed
of January of this year}
Set FlgERROR = No
ELSEIF (DISPMO = 10‐12) AND DISPYR = (Currentyear ‐ 1)
THEN {Disposed of Oct, Nov, Dec of last year}
Set FlgERROR = No
ELSE Set FlgERROR = Yes
ENDIF
ELSEIF Cur_monthnum = 2 THEN {Current Month is February}
IF (DISPMO = 1 or 2) AND DISPYR = (Currentyear) THEN
{Disposed of in Jan or Feb of this year}
Set FlgERROR = No
ELSEIF (DISPMO = 11 or 12) AND
DISPYR = (Currentyear ‐ 1) THEN {Disposed of in Nov
or Dec of last year} Set FlgError = No
ELSE Set FlgERROR = Yes
ENDIF
ELSEIF Cur_monthnum = 3 THEN {Current Month is March}
IF (DISPMO = 1‐3) AND DISPYR = (Currentyear) THEN
{Disposed of in Jan or Feb of this year}
Set FlgERROR = No
ELSEIF DISPMO = 12 and DISPYR = (Currentyear ‐ 1) THEN
{Disposed of in Dec of last year}
Set FlgERROR = No
ELSE Set FlgERROR = Yes
ENDIF
ELSE Set FlgERROR = Yes
ENDIF
ELSEIF Cur_monthnum = 2 THEN {Current Month is February}
IF (DISPMO = 1 or 2) AND DISPYR = (Currentyear) THEN
{Disposed of in Jan or Feb of this year}
Set FlgERROR = No
ELSEIF (DISPMO = 11 or 12) AND
DISPYR = (Currentyear ‐ 1) THEN {Disposed of in Nov
or Dec of last year} Set FlgError = No
ELSE Set FlgERROR = Yes
ENDIF
ELSEIF Cur_monthnum = 3 THEN {Current Month is March}
IF (DISPMO = 1‐3) AND DISPYR = (Currentyear) THEN
{Disposed of in Jan or Feb of this year}
Set FlgERROR = No
ELSEIF DISPMO = 12 and DISPYR = (Currentyear ‐ 1) THEN
{Disposed of in Dec of last year}
Set FlgERROR = No
ELSE Set FlgERROR = Yes
ENDIF
ELSEIF
{Disposed of betweent the ref_month and current month of
this year}
( ( (DISPMO >= ref_monthnum) AND (DISPMO <=
cur_monthnum) ) AND (DISPYR = Currentyear) )
OR {Disposed of this month and this year}
(DISPMO = Interviewdate.MONTH) AND (DISPYR =
Currentyear) ) THEN Set FlgERROR = No
Page 9 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
ELSEIF
{Disposed of betweent the ref_month and current month of
this year}
( ( (DISPMO >= ref_monthnum) AND (DISPMO <=
cur_monthnum) ) AND (DISPYR = Currentyear) )
OR {Disposed of this month and this year}
(DISPMO = Interviewdate.MONTH) AND (DISPYR =
Currentyear) ) THEN Set FlgERROR = No
ELSE
Set FlgERROR = Yes
ELSE
Set FlgERROR = Yes
Skip instructions:
Skip instructions:
IF DISPMO = DK or RF then goto S3D_END
ELSEIF DISPYR = DK or RF then goto S3D_END
ELSEIF (DISPYR gt Interviewdate.YEAR) AND (DISPMO > MONTH) then
goto CK_DISPMO
ELSEIF DISPMTHD = 1 AND (DISPMO and DISPYR are within the
reference period) then goto DISPX
ELSEIF FlgERROR = Yes then goto DISPDATE_ERR
ELSE goto S3D_END
IF DISPMO = DK or RF then goto S3D_END
ELSEIF DISPYR = DK or RF then goto S3D_END
ELSEIF (DISPYR gt Interviewdate.YEAR) AND (DISPMO > MONTH)
then
goto CK_DISPMO
ELSEIF DISPMTHD = 1 AND (DISPMO and DISPYR are within the
reference period) then goto DISPX
ELSEIF FlgERROR = Yes then goto DISPDATE_ERR
ELSE goto S3D_END
03A.1
(CurrentPr
ops.3F)
PAYINCL
Update skip instructions by
removing differentiating 1st
interviews from other
interviews – last ELSE
statement should direct all
interviews to PAYMTX1.
On ^YR_YRCUS last payment, which of these things were included?
On ^YR_YRCUS last payment, which of these things were included?
Read each item on list
Enter all that apply, separate with commas
1. Principal
2. Interest
3. Property taxes
4. Property insurance
5. Mortgage guarantee insurance
Read each item on list
Enter all that apply, separate with commas
1. Principal
2. Interest
3. Property taxes
4. Property insurance
5. Mortgage guarantee insurance
Page 10 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
6. Any other payments – specify
77. Don’t know
6. Any other payments – specify
77. Don’t know
Skip instructions:
Skip instructions:
IF 6 selected then go to PAYOTHF
IF 6 selected then go to PAYOTHF
ELSEIF FIXEDRTE=1 then go to MRTPMTX
ELSEIF FIXEDRTE=1 then go to MRTPMTX
ELSEIF INTNMBR=2‐5 then go to PAYMTX1
ELSE go to PAYMTX1
ELSE go to PAYMTX3
03A.1
(CurrentPr
ops.3F)
CK_PAYINCL
Update skip instructions by
removing differentiating 1st
interviews from other
interviews.
Principal and interest were not included in the mortgage
payment.
Please verify.
Skip instructions:
Please verify.
Skip instructions:
SUPPRESS: if 6 selected in PAYINCL then goto PAYOTHF
SUPPRESS: if 6 selected in PAYINCL then goto PAYOTHF
ELSEIF FIXEDRTE=1 then goto MRTPMTX
ELSEIF FIXEDRTE=1 then goto MRTPMTX
ELSEIF INTNMBR=2‐5 then goto PAYMTX1
Principal and interest were not included in the mortgage payment.
ELSE goto PAYMTX3
All others, go back to PAYINCL
ELSE goto PAYMTX3
All others, go back to PAYINCL
03A.1
(CurrentPr
ops.3F)
PAYOTHF
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews – last
ELSE statement should direct
all interviews to PAYMTX1.
Specify:
Specify:
Skip instructions:
Skip instructions:
IF FIXEDRTE=1 then go to MRTPMTX
IF FIXEDRTE=1 then go to MRTPMTX
ELSEIF INTNMBR=2‐5 then go to PAYMTX1
ELSE go to PAYMTX1
ELSE go to PAYMTX3
Page 11 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
03A.1
(CurrentPr
ops.31)
VAC_AVAY
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews
Specify:
1. Days
2. Weeks
3. Months
4. Percent
5. Other
Specify:
1. Days
2. Weeks
3. Months
4. Percent
5. Other
Skip instructions:
Skip instructions:
1‐4: IF (VAC_RNTY = VAC_AVAY) AND (VAC_RNTQ ne DK and ne RF)
AND (VAC_AVAQ ne DK and ne RF) AND
[ (VAC_RNTY = 1 and ((VAC_RNTQ + VAC_AVAQ) gt total
number of days from the 1st of the reference
month and today)) OR
(VAC_RNTY = 2 and ((VAC_RNTQ + VAC_AVAQ) gt total
number of weeks from the 1st of the reference
month and today)) OR
(VAC_RNTY = 3 and INTNMBR = 1 and ((VAC_RNTQ +
VAC_AVAQ) gt 1) ) OR
(VAC_RNTY = 3 and INTNMBR = 2‐5 and ((VAC_RNTQ +
VAC_AVAQ) gt 3) ) OR
(VAC_RNTY = 4 and ((VAC_RNTQ + VAC_AVAQ) gt 100)) ]
Then goto CK_RNTQ_AVAQ
ELSEIF OWNYB = 300 then goto RNTEQV2X
ELSE goto S3I_END
DK,RF: IF OWNYB = 300 then goto RNTEQV2X
ELSE goto S3I_END
5: Goto VAC_AOTH
1‐4: IF (VAC_RNTY = VAC_AVAY) AND (VAC_RNTQ ne DK and ne RF)
AND (VAC_AVAQ ne DK and ne RF) AND
[ (VAC_RNTY = 1 and ((VAC_RNTQ + VAC_AVAQ) gt total
number of days from the 1st of the reference
month and today)) OR
(VAC_RNTY = 2 and ((VAC_RNTQ + VAC_AVAQ) gt total
number of weeks from the 1st of the reference
month and today)) OR
(VAC_RNTY = 3 and ((VAC_RNTQ + VAC_AVAQ) gt 3) ) OR
(VAC_RNTY = 4 and ((VAC_RNTQ + VAC_AVAQ) gt 100)) ]
Then goto CK_RNTQ_AVAQ
ELSEIF OWNYB = 300 then goto RNTEQV2X
ELSE goto S3I_END
DK,RF: IF OWNYB = 300 then goto RNTEQV2X
ELSE goto S3I_END
5: Goto VAC_AOTH
Page 12 of 119
CEQ 2015 CAPI Instrument Requirements
Section 03A.2 changes
CEQ
Section
CEQCAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
03A.2
NOLONGER
Reword question as shown
Since the first of ^REF_MONTH, did ^YOU_YRCU own any
properties that ^YOU_YRCU no longer ^own_owns?
1. Yes
2. No
Skip instructions:
1: goto NUMPRPTY
2, DK, RF: goto S3A2_END
Are there any properties that ^YOU_YRCU owned at the beginning of
^REF_MONTH that ^YOU_YRCU no longer ^own_owns?
1. Yes
2. No
Skip instructions:
1: goto NUMPRPTY
2, DK, RF: goto S3A2_END
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Update skip instructions to
accommodate new DEEDED
question
Is this a time‐sharing arrangement where ^YOU_YRCU ^have_has2
use of the property only for a specified length of time each year?
Is this a time‐sharing arrangement where ^YOU_YRCU ^have_has2
use of the property only for a specified length of time each year?
Section 03B changes
CEQ
Section
CEQ CAPI
Variable
03B
TIMESHAR
03B
DEEDED
New question on whether the
timeshare is deeded or a right‐
to‐use timeshare
1. Yes
2. No
1. Yes
2. No
Skip instructions:
Skip instructions:
1: goto SHARWKS
1: goto DEEDED
2, DK, RF: goto SHARED2
2, DK, RF: goto SHARED2
n/a
Is this a deeded or right‐to‐use timeshare?
1. Deeded
2. Right‐to‐use
Skip instructions:
1, DK, RF: goto SHARWKS
Page 13 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
2: goto CK_DEEDED
03B
Help screen
for new
DEEDED
question
New help screen to accompany n/a
new DEEDED question
Deeded timeshares
‐
‐
The owner must pay real estate taxes, which are usually
collected with the maintenance fees.
The ownership of the property does not expire.
Right‐to‐use timeshares
‐
‐
3B
CK_DEEDED
New hard error for new
DEEDED question
n/a
Often called a “club membership” or right to use the
reservation system.
Rights to use the property expire after a certain number of
years.
Right‐to‐use timeshares are collected in Section 17 under “Vacation
clubs.” Please delete this property.
Skip instructions:
Go back to DEEDED
03B
SHARED2
Update skip instructions to
incorporate new BUSCREEN
screener in control card.
Instrument
^DoDoes_C ^YOU_YRCU share ownership of the property with
anyone else?
1. Yes
2. No
Skip instructions:
1: Goto SHARPER2
2, DK, RF: If OWNYB=300 then goto COUNTRY
ELSEIF INTNMBR=2‐5 and NEWCU ne 1 AND OWNYB ne 100
then goto STILOWNB
ELSE goto BSNSEXP
^DoDoes_C ^YOU_YRCU share ownership of the property with anyone
else?
1. Yes
2. No
Skip instructions:
1: Goto SHARPER2
2, DK, RF: If OWNYB=300 then goto COUNTRY
ELSEIF INTNMBR=2‐5 and NEWCU ne 1 AND OWNYB ne 100
then goto STILOWNB
ELSEIF CONTROLCARD.BUSCREEN=2 AND OWNYB=100 then
goto BSNEXP2
ELSEIF CONTROLCARD.BUSCREEN=2 goto ACQUIRYR
ELSE goto BSNSEXP
Page 14 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
03B
Change Detail
201403 Wording/Specification
201502 Wording/Specification
SHARPER2
Update skip instructions to
incorporate new BUSCREEN
screener in control card.
Instrument
What percentage of the property ^dodoes ^YOU_YRCU own?
Skip instructions:
If OWNYB=300 then goto COUNTRY
ELSEIF INTNMBR=2‐5 AND NEWCU ne 1 AND OWNYB ne 100 then
goto STILOWNB
ELSE goto BSNSEXP
03B
COUNTRY
Update skip instructions to
incorporate new BUSCREEN
screener in control card.
Instrument
Ask if not apparent
If this is a timeshare with multiple locations, select the most
often used location.
Where is the property located?
1. United States
2. Foreign Country
Skip instructions:
1: Goto STATE
2, DK, RF: If INTNMBR=2‐5 AND NEWCU ne 1 and OWNYB ne 100
then goto STILOWNB
ELSEIF OWNYB ne 600 then goto BSNSEXP
ELSE goto S3B_END
03B
STATE
Update skip instructions to
incorporate new BUSCREEN
screener in control card.
Instrument
Enter the two character State abbreviation
Skip instructions:
If DK or RF: If INTNMBR=2‐5 AND NEWCU ne 1 AND OWNBY ne 100
then goto STILOWNB
ELSEIF OWNYB ne 600 then goto BSNSEXP
ELSE goto S3B_END
What percentage of the property ^dodoes ^YOU_YRCU own?
Skip instructions:
If OWNYB=300 then goto COUNTRY
ELSEIF INTNMBR=2‐5 AND NEWCU ne 1 AND OWNYB ne 100 then goto
STILOWNB
ELSEIF CONTROLCARD.BUSCREEN=2 AND OWNYB=100 then goto
BSNEXP2
ELSEIF CONTROLCARD.BUSCREEN=2 goto ACQUIRYR
ELSE goto BSNSEXP
Ask if not apparent
If this is a timeshare with multiple locations, select the most often
used location.
Where is the property located?
1. United States
2. Foreign Country
Skip instructions:
1: Goto STATE
2, DK, RF: If INTNMBR=2‐5 AND NEWCU ne 1 and OWNYB ne 100 then
goto STILOWNB
ELSEIF CONTROLCARD.BUSCREEN=2 AND OWNYB=100 then
goto BSNEXP2
ELSEIF CONTROLCARD.BUSCREEN=2 AND OWNYB ne 600 goto
ACQUIRYR
ELSEIF OWNYB ne 600 then goto BSNSEXP
ELSE goto S3B_END
Enter the two character State abbreviation
Skip instructions:
If DK or RF: If INTNMBR=2‐5 AND NEWCU ne 1 AND OWNBY ne 100
then goto STILOWNB
ELSEIF CONTROLCARD.BUSCREEN=2 AND OWNYB=100 then
goto BSNEXP2
Page 15 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
03B
CEQ CAPI
Variable
CNTYCODE
Change Detail
In case there were any
changes to the FIPS codes
due to the 2010 Census,
Census should check to see
if there is an updated list
and if so, load it and notify.
Update skip instructions to
incorporate new
BUSCREEN screener in
control card. Instrument
201403 Wording/Specification
201502 Wording/Specification
ELSE: goto CNTYCODE
ELSEIF CONTROLCARD.BUSCREEN=2 AND OWNYB ne 600 goto
ACQUIRYR
ELSEIF OWNYB ne 600 then goto BSNSEXP
ELSE goto S3B_END
ELSE: goto CNTYCODE
What county is the property located in?
IF the county name is not found, key X.
Skip instructions:
30 characters, DK, RF: If INTNMBR=2‐5 AND NEWCU ne 1 AND OWNYB
ne 100 then goto STILOWNB
ELSEIF CONTROLCARD.BUSCREEN=2 AND OWNYB=100 then
goto BSNEXP2
ELSEIF CONTROLCARD.BUSCREEN=2 AND OWNYB ne 600 goto
ACQUIRYR
ELSEIF OWNYB ne 600 then goto BSNSEXP
ELSE goto S3B_END
X: Goto OTHCNTY
Specify other county
Skip instructions:
IF INTNMBR=2‐5 AND NEWCU ne 1 AND OWNYB ne 100 then goto
STILOWNB
ELSEIF CONTROLCARD.BUSCREEN=2 AND OWNYB=100 then goto
BSNEXP2
ELSEIF CONTROLCARD.BUSCREEN=2 AND OWNYB ne 600 goto
ACQUIRYR
ELSEIF OWNYB ne 600 then goto BSNSEXP
ELSE goto S3B_END
Ask if not apparent
Do you still own this property?
1. Yes
2. No
What county is the property located in?
IF the county name is not found, key X.
Skip instructions:
30 characters, DK, RF: If INTNMBR=2‐5 AND NEWCU ne 1 AND
OWNYB ne 100 then goto STILOWNB
ELSEIF OWNYB ne 600 then goto BSNSEXP
ELSE goto S3B_END
X: Goto OTHCNTY
03B
OTHCNTY
Update skip instructions to
incorporate new BUSCREEN
screener in control card.
Instrument
Specify other county
Skip instructions:
IF INTNMBR=2‐5 AND NEWCU ne 1 AND OWNYB ne 100 then goto
STILOWNB
ELSEIF OWNYB ne 600 then goto BSNSEXP
ELSE goto S3B_END
03B
STILOWNB
Update skip instructions to
incorporate new BUSCREEN
screener in control card.
Instrument
Ask if not apparent
Do you still own this property?
1. Yes
2. No
Page 16 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Skip instructions:
IF OWNYB=600 then goto S3B_END
ELSE goto BSNSEXP
Skip instructions:
IF OWNYB=600 then goto S3B_END
ELSEIF CONTROLCARD.BUSCREEN=2 AND OWNYB=100 then goto
BSNEXP2
ELSEIF CONTROLCARD.BUSCREEN=2 goto ACQUIRYR
ELSE goto BSNSEXP
Change Detail
201401 Wording/Specification
201501 Wording/Specification
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews
In what month did ^YOU_YRCU ^sell_give_dispose?
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
Skip instructions:
IF DISPMO = DK or RF then goto S3D_END
ELSEIF DISPYR = DK or RF then goto S3D_END
ELSEIF DISPMTHD = 1 AND (DISPMO and DISPYR are within the
reference period then goto DISPX
ELSEIF intnmbr = 1 THEN
IF ((DISPMO = last_monthnum) OR (DISPMO = cur_monthnum))
AND ((DISPYR = Currentyear) OR (DISPYR = (Currentyear ‐
In what month did ^YOU_YRCU ^sell_give_dispose?
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
Skip instructions:
IF DISPMO = DK or RF then goto S3D_END
ELSEIF DISPYR = DK or RF then goto S3D_END
ELSEIF DISPMTHD = 1 AND (DISPMO and DISPYR are within the
reference period then goto DISPX IF Cur_monthnum = 1
THEN {Current Month is January}
IF DISPMO = 1 AND DISPYR = (Currentyear) THEN {Disposed
of January of this year}
Section 03D changes
CEQ
Section
CEQCAPI
Variable
03D
DISPMO
Page 17 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQCAPI
Variable
Change Detail
201401 Wording/Specification
201501 Wording/Specification
1))) OR ((DISPMO = Interviewdate.MONTH) AND (DISPYR =
Currentyear)) THEN goto S3D_END ‐ do NOT display the
error
ELSE
Goto ERR3_DISPMO ‐ Display DISPDATE_ERR
ELSEIF intnmbr > 1 THEN {If it is not the first interview}
IF Cur_monthnum = 1 THEN {Current Month is January}
IF DISPMO = 1 AND DISPYR = (Currentyear) THEN {Disposed
of January of this year}
goto S3D_END ‐ do NOT display the error
ENDIF
IF (DISPMO = 10‐12) AND DISPYR = (Currentyear ‐ 1) THEN
{Disposed of Oct, Nov, Dec of last year}
goto S3D_END ‐ do NOT display the error
ENDIF
ELSEIF Cur_monthnum = 2 THEN {Current Month is February}
IF (DISPMO = 1 or 2) AND DISPYR = (Currentyear) THEN
{Disposed of in Jan or Feb of this year}
goto S3D_END ‐ do NOT display the error
ENDIF
IF (DISPMO = 11 or 12) AND DISPYR = (Currentyear ‐ 1)
THEN {Disposed of in Nov or Dec of last year}
goto S3D_END ‐ do NOT display the error
ENDIF
ELSEIF Cur_monthnum = 3 THEN {Current Month is March}
IF (DISPMO = 1‐3) AND DISPYR = (Currentyear) THEN
{Disposed of in Jan or Feb of this year}
goto S3D_END ‐ do NOT display the error
ENDIF
IF DISPMO = 12 and DISPYR = (Currentyear ‐ 1) THEN
{Disposed of in Dec of last year}
goto S3D_END ‐ do NOT display the error
ENDIF
ELSEIF
goto S3D_END ‐ do NOT display the error
ENDIF
IF (DISPMO = 10‐12) AND DISPYR = (Currentyear ‐ 1) THEN
{Disposed of Oct, Nov, Dec of last year}
goto S3D_END ‐ do NOT display the error
ENDIF
ELSEIF Cur_monthnum = 2 THEN {Current Month is February}
IF (DISPMO = 1 or 2) AND DISPYR = (Currentyear) THEN
{Disposed of in Jan or Feb of this year}
goto S3D_END ‐ do NOT display the error
ENDIF
IF (DISPMO = 11 or 12) AND DISPYR = (Currentyear ‐ 1)
THEN {Disposed of in Nov or Dec of last year}
goto S3D_END ‐ do NOT display the error
ENDIF
ELSEIF Cur_monthnum = 3 THEN {Current Month is March}
IF (DISPMO = 1‐3) AND DISPYR = (Currentyear) THEN
{Disposed of in Jan or Feb of this year}
goto S3D_END ‐ do NOT display the error
ENDIF
IF DISPMO = 12 and DISPYR = (Currentyear ‐ 1) THEN
{Disposed of in Dec of last year}
goto S3D_END ‐ do NOT display the error
ENDIF
ELSEIF
{Disposed of betweent the ref_month and current month of
this year}
( ( (DISPMO >= ref_monthnum) AND (DISPMO <=
cur_monthnum) ) AND (DISPYR = Currentyear) )
OR
{Disposed of this month and this year}
( (DISPMO = Interviewdate.MONTH) AND (DISPYR =
Currentyear) ) THEN
goto S3D_END ‐ do NOT display the error
Page 18 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQCAPI
Variable
Change Detail
201401 Wording/Specification
201501 Wording/Specification
{Disposed of betweent the ref_month and current month of
this year}
( ( (DISPMO >= ref_monthnum) AND (DISPMO <=
cur_monthnum) ) AND (DISPYR = Currentyear) )
OR
{Disposed of this month and this year}
( (DISPMO = Interviewdate.MONTH) AND (DISPYR =
Currentyear) ) THEN
goto S3D_END ‐ do NOT display the error
ELSE
Goto ERR3_DISPMO ‐ Display DISPDATE_ERR
ELSE
Goto ERR3_DISPMO ‐ Display DISPDATE_ERR
Section 03F changes
CEQ
Section
CEQCAPI
Variable
03F
PAYINCL
Change Detail
201401 Wording/Specification
201501 Wording/Specification
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews – last
ELSE statement should direct
all interviews to PAYMTX1.
On ^YR_YRCUS last payment, which of these things were included?
On ^YR_YRCUS last payment, which of these things were included?
Read each item on list
Enter all that apply, separate with commas
1. Principal
2. Interest
3. Property taxes
4. Property insurance
5. Mortgage guarantee insurance
6. Any other payments – specify
77. Don’t know
Read each item on list
Enter all that apply, separate with commas
1. Principal
2. Interest
3. Property taxes
4. Property insurance
5. Mortgage guarantee insurance
6. Any other payments – specify
77. Don’t know
Skip instructions:
Skip instructions:
IF 6 selected then go to PAYOTHF
IF 6 selected then go to PAYOTHF
Page 19 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQCAPI
Variable
Change Detail
201401 Wording/Specification
201501 Wording/Specification
ELSEIF FIXEDRTE=1 then go to MRTPMTX
ELSEIF FIXEDRTE=1 then go to MRTPMTX
ELSEIF INTNMBR=2‐5 then go to PAYMTX1
ELSE go to PAYMTX1
ELSE go to PAYMTX3
3F
CK_PAYINCL
Update skip instructions by
removing differentiating 1st
interviews from other
interviews.
Principal and interest were not included in the mortgage
payment.
Please verify.
Skip instructions:
Please verify.
Skip instructions:
SUPPRESS: if 6 selected in PAYINCL then goto PAYOTHF
SUPPRESS: if 6 selected in PAYINCL then goto PAYOTHF
ELSEIF FIXEDRTE=1 then goto MRTPMTX
ELSEIF FIXEDRTE=1 then goto MRTPMTX
ELSEIF INTNMBR=2‐5 then goto PAYMTX1
Principal and interest were not included in the mortgage payment.
ELSE goto PAYMTX1
All others, go back to PAYINCL
ELSE goto PAYMTX3
All others, go back to PAYINCL
03F
PAYOTHF
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews – last
ELSE statement should direct
all interviews to PAYMTX1.
Specify:
Specify:
Skip instructions:
Skip instructions:
IF FIXEDRTE=1 then go to MRTPMTX
IF FIXEDRTE=1 then go to MRTPMTX
ELSEIF INTNMBR=2‐5 then go to PAYMTX1
ELSE go to PAYMTX1
ELSE go to PAYMTX3
Page 20 of 119
CEQ 2015 CAPI Instrument Requirements
Section 03H changes
CEQ
Section
CEQ CAPI
Variable
03H
Change Detail
201403 Wording/Specification
201502 Wording/Specification
PAIDLOAN
Change “line of credit home
equity loan” to “home equity
line of credit” in D_PAIDLOAN
fill
See D_PAIDLOAN, LOAN_S in fill requirements
See D_PAIDLOAN, LINE_S in fill requirements
03H
PDAMTX1
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews
What was the total amount paid in ^REF_MONTH?
Skip instructions:
1‐99999999: IF (OWNYB = 100 and PDAMTX1 lt 15 or gt 6000)
OR (OWNYB = 200‐400 and PDAMTX1 lt 35 or
gt 35000) then goto ERR1_PDAMTX1
ELSE goto PDAMTX2
0,DK,RF: goto PDAMTX2
03H
ERR_PDAMTX
1
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews
03H
TOTOWED
What was the total amount paid in ^REF_MONTH?
Skip instructions:
1‐99999999: IF (OWNYB = 100 and PDAMTX1 lt 15 or gt 6000)
OR (OWNYB = 200‐400 and PDAMTX1 lt 35 or
gt 35000) then goto ERR1_PDAMTX1
ELSEIF INTNMBR = 1 then goto TOTOWED
ELSE goto PDAMTX2
0,DK,RF: IF INTNMBR = 1 then goto TOTOWED
ELSE goto PDAMTX2
THE VALUE ENTERED IS UNUSUALLY HIGH OR LOW.
PLEASE VERIFY.
Skip instructions:
SUPPRESS: If INTNMBR=1 then goto TOTOWED
ELSE gotoPDAMTX2
All others, go back to PDAMTX1
How much was owed before the last payment?
Skip instructions:
0‐99999999: IF (OWNYB = 100 and entry lt 165 or gt 104400)
OR (OWNYB = 200‐400 and entry lt 2000 or
gt 100000) AND (entry ne 0 )then
goto ERR1_TOTOWED
ELSEIF (entry lt PDAMTX3 AND (PDAMTX3 ne DK and
ne RF)) OR (INTNMBR = 1 and entry lt
Update skip instructions by
removing references to
differentiating 1st
interviews from other
interviews
Change question wording
to a fill based on whether
any payments were
THE VALUE ENTERED IS UNUSUALLY HIGH OR LOW.
PLEASE VERIFY.
Skip instructions:
SUPPRESS: gotoPDAMTX2
All others, go back to PDAMTX1
^TOTOWED_FILL
TOTOWED_FILL fill instructions:
IF PAIDLOAN=2, DK, RF, fill “How much was owed at the end of
^LAST_MONTH?”
ELSEIF PDAMTX3 ne 0, fill “How much was owed at the end of
^TWO_MONTH before the payment made in ^LAST_MONTH?”
ELSEIF PDAMTX2 ne 0, fill “How much was owed at the end of
^REF_MONTH before the payment made in ^TWO_MONTH?”
Page 21 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
reported in the months of
the reference period
201403 Wording/Specification
201502 Wording/Specification
PDAMTX1 AND (PDAMTX1 ne DK and ne RF))
then goto CK_TOTOWED
ELSE goto S3H_END
DK,RF: Goto S3H_END
ELSEIF PDAMTX1 ne 0, fill, “How much was owed at the end of ^PRE‐
REF_MONTH before the payment made in ^REF_MONTH?”
PRE‐REF_MONTH fill instructions:
Fill month for the month prior to reference month (four months ago)
Skip instructions:
0‐99999999: IF (OWNYB = 100 and entry lt 165 or gt 104400)
OR (OWNYB = 200‐400 and entry lt 2000 or
gt 100000) AND (entry ne 0 )then
goto ERR1_TOTOWED
ELSEIF (entry lt PDAMTX3 AND (PDAMTX3 ne DK and
ne RF)) then goto CK_TOTOWED
ELSE goto S3H_END
DK,RF: Goto S3H_END
Section 03I changes
CEQ
Section
CEQCAPI
Variable
Change Detail
201401 Wording/Specification
201501 Wording/Specification
03I
SPECIALX
Reword question as shown
What was the total amount that ^YOU_YRCU paid extra?
How much EXTRA did ^YOU_YRCU pay?
Skip instructions:
Skip instructions:
1‐99999999: IF lt 8 or gt 14000 then goto ERR1_SPECIALX ELSE goto
SPECLXCM
1‐99999999: IF lt 8 or gt 14000 then goto ERR1_SPECIALX ELSE goto
SPECLXCM
DK, RF: goto GRNDRENT
DK, RF: goto GRNDRENT
Since the first of ^REF_MONTH, how much time was this property
available to be rented?
Since the first of ^REF_MONTH, how much time was this property
available to be rented, but not rented out?
03I
VAC_AVAQ
Add “, but not rented out” to
the end of question
Enter quantity and select period on next screen
1. Yes
Enter quantity and select period on next screen
1. Yes
Page 22 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQCAPI
Variable
Change Detail
201401 Wording/Specification
201501 Wording/Specification
2. No
03I
VAC_AVAY
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews
2. No
Skip instructions:
Skip instructions:
0, DK, RF: IF OWNYB=300 then goto RNTEQV2X ELSE goto S3I_END
0, DK, RF: IF OWNYB=300 then goto RNTEQV2X ELSE goto S3I_END
1‐150: Goto VAC_AVAY
1‐150: Goto VAC_AVAY
Specify:
1. Days
2. Weeks
3. Months
4. Percent
5. Other
Specify:
1. Days
2. Weeks
3. Months
4. Percent
5. Other
Skip instructions:
Skip instructions:
1‐4: IF (VAC_RNTY = VAC_AVAY) AND (VAC_RNTQ ne DK and ne RF)
AND (VAC_AVAQ ne DK and ne RF) AND
[ (VAC_RNTY = 1 and ((VAC_RNTQ + VAC_AVAQ) gt total
number of days from the 1st of the reference
month and today)) OR
(VAC_RNTY = 2 and ((VAC_RNTQ + VAC_AVAQ) gt total
number of weeks from the 1st of the reference
month and today)) OR
(VAC_RNTY = 3 and INTNMBR = 1 and ((VAC_RNTQ +
VAC_AVAQ) gt 1) ) OR
(VAC_RNTY = 3 and INTNMBR = 2‐5 and ((VAC_RNTQ +
VAC_AVAQ) gt 3) ) OR
(VAC_RNTY = 4 and ((VAC_RNTQ + VAC_AVAQ) gt 100)) ]
Then goto CK_RNTQ_AVAQ
ELSEIF OWNYB = 300 then goto RNTEQV2X
ELSE goto S3I_END
1‐4: IF (VAC_RNTY = VAC_AVAY) AND (VAC_RNTQ ne DK and ne RF)
AND (VAC_AVAQ ne DK and ne RF) AND
[ (VAC_RNTY = 1 and ((VAC_RNTQ + VAC_AVAQ) gt total
number of days from the 1st of the reference
month and today)) OR
(VAC_RNTY = 2 and ((VAC_RNTQ + VAC_AVAQ) gt total
number of weeks from the 1st of the reference
month and today)) OR
(VAC_RNTY = 3 and ((VAC_RNTQ + VAC_AVAQ) gt 3) ) OR
(VAC_RNTY = 4 and ((VAC_RNTQ + VAC_AVAQ) gt 100)) ]
Then goto CK_RNTQ_AVAQ
ELSEIF OWNYB = 300 then goto RNTEQV2X
ELSE goto S3I_END
DK,RF: IF OWNYB = 300 then goto RNTEQV2X
ELSE goto S3I_END
5: Goto VAC_AOTH
Page 23 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQCAPI
Variable
Change Detail
201401 Wording/Specification
201501 Wording/Specification
DK,RF: IF OWNYB = 300 then goto RNTEQV2X
ELSE goto S3I_END
5: Goto VAC_AOTH
Section 03 changes
CEQ
Section
CEQCAPI
Variable
03
ANYRENT
Change Detail
201401 Wording/Specification
Since the first of ^REF_MONTH have ^YOU_ANYMEM rented any
Update skip instructions by
removing references (in red) to houses, apartments, or temporary living quarters NOT used
entirely for business or vacation?
differentiating 1st interviews
from other interviews
Do NOT include college or university regulated housing
201501 Wording/Specification
Since the first of ^REF_MONTH have ^YOU_ANYMEM rented any
houses, apartments, or temporary living quarters NOT used entirely
for business or vacation?
Do NOT include college or university regulated housing
Skip instructions:
Skip instructions:
1: If INTNMBR=2‐5 then goto RENTX1 ELSE goto RENTX3
1: Goto RENTX1
2, DK, RF: Goto Section 4
2, DK, RF: Goto Section 4
Change Detail
201401 Wording/Specification
201501 Wording/Specification
Remove RENTX3FILL. This fill
appeared in the RENTX3
question wording for 1st
interviews because 1st
interviews did not get the
What was your total rental payment for ^LAST_MONTH for this
unit? ^RENTX3FILL
What was your total rental payment for ^LAST_MONTH for this unit?
Section 02B changes
CEQ
Section
CEQCAPI
Variable
02B
RENTX3
0‐9999999, DK, RF: go to RTELECT
RENTX3FILL: If INTNMBR=1, fill “Include any extra charges for
garage or parking facilities, but do not include direct payments by
local, state, or federal agencies.”
0‐9999999, DK, RF: go to RTELECT
Page 24 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQCAPI
Variable
Change Detail
201401 Wording/Specification
201501 Wording/Specification
Did ^YOU_ANYMEM receive any reduced or free rent for this unit as a
form of pay since the first of ^REF_MONTH?
1. Yes
2. No
Skip instructions:
1: goto RTCOMPX
2, DK, RF: If CONTROLCARD.BUSCREEN=2 AND (PSU=06001, 06013,
06037, 06041, 06059, 06065, 06071, 06081, 06073, 06075, 06087,
06097, 11001, 24021, 24043, 34003, 34013, 34017, 34023, 34027,
34031, 34037, 36005, 36047, 36059, 36061, 36081, 36085, 36087,
36103, 36119) go to RENTCONT
ELSEIF CONTROLCARD.BUSCREEN=2 goto MORERENT
ELSE goto RTBSNS
What is your regular rental payment?
Skip instructions:
0‐999999: If REGRNTX gt 1463 then goto ERR1_REGRNTX elseIf
CONTROLCARD.BUSCREEN=2 AND (PSU=06001, 06013, 06037, 06041,
06059, 06065, 06071, 06081, 06073, 06075, 06087, 06097, 11001,
24021, 24043, 34003, 34013, 34017, 34023, 34027, 34031, 34037,
36005, 36047, 36059, 36061, 36081, 36085, 36087, 36103, 36119) go
to RENTCONT
ELSEIF CONTROLCARD.BUSCREEN=2 goto MORERENT
ELSE goto RTBSNS
DK, RF: If CONTROLCARD.BUSCREEN=2 AND (PSU=06001, 06013,
06037, 06041, 06059, 06065, 06071, 06081, 06073, 06075, 06087,
06097, 11001, 24021, 24043, 34003, 34013, 34017, 34023, 34027,
34031, 34037, 36005, 36047, 36059, 36061, 36081, 36085, 36087,
36103, 36119) go to RENTCONT
ELSEIF CONTROLCARD.BUSCREEN=2 goto MORERENT
RENTX1 variable, which already
has this question wording.
02B
RTASPAY
Update skip instructions to
incorporate new BUSCREEN
screener in control card.
Instrument
Did ^YOU_ANYMEM receive any reduced or free rent for this unit
as a form of pay since the first of ^REF_MONTH?
1. Yes
2. No
Skip instructions:
1: goto RTCOMPX
2, DK, RF: Goto RTBSNS
02B
REGRNTX
Update skip instructions to
incorporate new BUSCREEN
screener in control card.
Instrument
What is your regular rental payment?
Skip instructions:
0‐999999: If REGRNTX gt 1463 then goto ERR1_REGRNTX else goto
RTBSNS
DK, RF: Goto RTBSNS
Page 25 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQCAPI
Variable
02B
Change Detail
201401 Wording/Specification
201501 Wording/Specification
RTBSNS
Update skip instructions to
include additional FIPS codes
06001, 06013, 06041, 06059,
06065, 06071, 06081
Is any portion of this unit used for your own business?
1. Yes
2. No
Skip instructions:
1: go to RTBSNSZ
2, DK, RF: If STLRENT=2 AND (PSU=06037, 06073, 06075, 06087,
06097, 11001, 24021, 24043, 34003, 34013, 34017, 34023, 34027,
34031, 34037, 36005, 36047, 36059, 36061, 36081, 36085, 36087,
36103, 36119) go to RENTCONT
ELSE go to MORERNT
ELSE goto RTBSNS
Is any portion of this unit used for your own business?
1. Yes
2. No
Skip instructions:
1: go to RTBSNSZ
2, DK, RF: If STLRENT=2 AND (PSU=06001, 06013, 06037, 06041, 06059,
06065, 06071, 06081, 06073, 06075, 06087, 06097, 11001, 24021,
24043, 34003, 34013, 34017, 34023, 34027, 34031, 34037, 36005,
36047, 36059, 36061, 36081, 36085, 36087, 36103, 36119) go to
RENTCONT
ELSE go to MORERNT
02B
RTBSNSZ
Update skip instructions to
include additional FIPS codes
06001, 06013, 06041, 06059,
06065, 06071, 06081
What percent of the rental payment is counted as a business
expense?
* Enter to the nearest whole percent.
Skip instructions:
1‐99, DK, RF: IF PSU=06037, 06073, 06075, 06087, 06097, 11001,
24021, 24043, 34003, 34013, 34017, 34023, 34027, 34031, 34037,
36005, 36047, 36059, 36061, 36081, 36085, 36087, 36103, 36119,
go to RENTCONT
ELSE go to MORERNT
100: ERR2_RTBSNSZ
What percent of the rental payment is counted as a business
expense?
* Enter to the nearest whole percent.
Skip instructions:
1‐99, DK, RF: IF PSU=06001, 06013, 06037, 06041, 06059, 06065,
06071, 06081, 06073, 06075, 06087, 06097, 11001, 24021, 24043,
34003, 34013, 34017, 34023, 34027, 34031, 34037, 36005, 36047,
36059, 36061, 36081, 36085, 36087, 36103, 36119, go to RENTCONT
ELSE go to MORERNT
100: ERR2_RTBSNSZ
02B
MORERNT
Remove skip instructions that
differentiate 1st interviews
from 2nd‐5th interviews
Since the first of ^REF_MONTH, have ^YOU_ANYMEM rented any
houses, apartments, or temporary living quarters NOT used
entirely for business or vacation?
Do NOT include college or university regulated housing.
1. Yes
2. No
Skip instructions:
1: If INTNMBR=1 then goto RENTX3 ELSE goto RENTX1
2, DK, RF: goto S2_END
Since the first of ^REF_MONTH, have ^YOU_ANYMEM rented any
houses, apartments, or temporary living quarters NOT used entirely
for business or vacation?
Do NOT include college or university regulated housing.
1. Yes
2. No
Skip instructions:
1: goto RENTX1
2, DK, RF: goto S2_END
Page 26 of 119
CEQ 2015 CAPI Instrument Requirements
Section 04A changes
CEQ
Section
CEQ CAPI
Variable
04A
S4A_INTRO
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Reword section intro to be
more inclusive of all section 4.
Now I am going to ask about bills for telephone services. Please
refer to any billing statements or other records you have when
answering these questions.
Now I am going to ask about utilities including telephone bills. Please
refer to any billing statements or other records you have when
answering these questions.
Please remember to include any bills you receive or pay online or
have automatically deducted.
Please remember to include any bills you receive or pay online or
have automatically deducted.
Report any telephone bill you have received, even if the bill has not Report any bill you have received, even if the bill has not been paid.
First, I’ll ask you about telephone bills.
been paid.
1. Enter 1 to continue
1. Enter 1 to continue
Skip instructions: goto TELEBILL
Skip instructions: goto TELEBILL
04A
TELEBILL
Reword form pane label from
“Bills for tel/pager” to “Phone
bills”
Form Pane Label: Bills for tel/pager
Form Pane Label: Phone bills
04A
PREVCOMP
Update skip instructions to
incorporate new BUSCREEN
screener in control card.
Instrument
What is the name of the company which provides the service?
What is the name of the company which provides the service?
Skip instructions:
Skip instructions:
1‐20: Goto TELBSNS
1‐20: IF CONTROLCARD.BUSCREEN=2 goto TELCHGX1 ELSE Goto
TELBSNS
55: Goto TELCOMP
888: Goto TELOTH
55: Goto TELCOMP
888: Goto TELOTH
04A
TELCOMP
Update skip instructions to
incorporate new BUSCREEN
screener in control card.
Instrument
^Telcom_fill2
Enter 888 to delete the line
^Telcom_fill2
Enter 888 to delete the line
Skip instructions:
Skip instructions:
888: goto TELOTH
888: goto TELOTH
Page 27 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
04A
04A
CEQ CAPI
Variable
TELEBSNS
TELBSNZ
Change Detail
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews
201403 Wording/Specification
201502 Wording/Specification
All others, goto TELBSNS
All others, IF CONTROLCARD.BUSCREEN=2 goto TELCHGX1 ELSE goto
TELBSNS
Will any of the charges be deduced as a business expense?
Will any of the charges be deduced as a business expense?
1. Yes
2. No
1. Yes
2. No
Skip instructions:
Skip instructions:
1: go to TELBSNZ
1: go to TELBSNZ
2, DK, RF: IF INTNMBR=1, then go to TELCHGX3 ELSE go to
TELCHGX1
What percentage will be deducted?
2, DK, RF: go to TELCHGX1
What percentage will be deducted?
Skip instructions:
Skip instructions:
1‐99, DK, RF: IF INTNMBR=1 then go to TELCHGX3 ELSE go to
TELCHGX1
1‐99, DK, RF: go to TELCHGX1
100: go to CK_TELBSNZ
100: go to CK_TELBSNZ
04A
TELTEMP
Update skip instructions by
removing references to
differentiating 1st
interviews from other
interviews
accounting for new
TELBLPRS question that
follows
Which of the following telephone service items were included in
the bill(s) –
Which of the following telephone service items were included in the
bill(s) –
^TELTEMP_FILL
^TELTEMP_FILL
Read each item on list.
Enter all that apply, separate with commas.
0. None
1. Internet service (including broadband, DSL, and dial‐up)?
2. Cable or satellite television service?
3. Applications, games, or ringtones?
77. Misc. Combined (Unable to specify/DK)
Read each item on list.
Enter all that apply, separate with commas.
0. None
1. Internet service (including broadband, DSL, and dial‐up)?
2. Cable or satellite television service?
3. Applications, games, or ringtones?
77. Misc. Combined (Unable to specify/DK)
Page 28 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
TELTEMP_FILL fill instructions:
TELTEMP_FILL fill instructions:
If (TYPETEL[1]=2) or (TYPETEL[2]=2) then fill “* Do not include data
plans for mobile phones in 1. Internet access.”
If (TYPETEL[1]=2) or (TYPETEL[2]=2) then fill “* Do not include data
plans for mobile phones in 1. Internet access.”
Skip instructions:
Skip instructions:
0, 77: IF 0 only or 77 only then go to TELOTH ELSEIF 0 is selected with 0, 77: IF 0 only or 77 only then go to TELOTH ELSEIF 0 is selected with
another option then go to CK_TELTEMP
another option then go to CK_TELTEMP
1: IF INTNMBR=1 then go to TINTNTX3 ELSE go to TINTNTX1
1‐3: goto TELBLPRS
2: IF INTNMBR=1 then go to TCABLEX3 ELSE go to TCABLE X1
DK, RF: go to TELOTH
3: IF INTNMBR=1 then go to TAPPGMX3 ELSE go to TAPPGMX1
DK, RF: go to TELOTH
04A
04A
New variable
TELBLPRS
TINTNTX3
New FR question on whether a
phone bill is present. If a
detailed phone bill (including
digital or online) is not present
and the respondent has
reported that services other
than telephone (i.e., cable,
internet) are included in the
bill, skip the breakout amount
questions.
N/a
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews
How much of the ^LAST_MONTH charges were for internet access?
How much of the ^LAST_MONTH charges were for internet access?
Skip instructions:
Skip instructions:
Is respondent referring to a detailed bill, including online or
digital? Do not include checkbooks.
1. Yes
2. No
Skip instructions:
1: IF TELTEMP=1 goto TINTNTX1
ELSEIF TELTEMP=2 goto TCABLEX1
ELSEIF TELTEMP=3 goto TAPPGMX1
2, DK, RF; goto TELOTH
0, 1‐999999, DK, RF: IF 2 selected in TELTEMP AND INTNMBR‐1 then 0, 1‐999999, DK, RF: IF 2 selected in TELTEMP then go to TCABLEX1
go to TCABLEX3
ELSEIF 3 selected in TELTEMP then go to TAPPGMX1
Page 29 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
ELSEIF 2 selected in TELTEMP then go to TCABLEX1
ELSE go to TELOTH
ELSEIF 3 selected in TELTEMP AND INTNMBR=1 then go to
TAPPGMX3
04A
TCABLEX3
ELSEIF 3 selected in TELTEMP then go to TAPPGMX1
ELSE go to TELOTH
Update skip instructions by
How much of the ^LAST_MONTH charges were for cable or satellite How much of the ^LAST_MONTH charges were for cable or satellite
television service?
removing references (in red) to television service?
st
differentiating 1 interviews
Skip instructions:
Skip instructions:
from other interviews
0, 1‐999999, DK, RF: IF 3 selected in TELTEMP AND INTNMBR=1
0, 1‐999999, DK, RF: IF 3 selected in TELTEMP then go to TAPPGMX1
then go to TAPPGMX3
ELSE go to TELOTH
ELSEIF 3 selected in TELTEMP then go to TAPPGMX1
ELSE go to TELOTH
Section 04C changes
CEQ
Section
CEQ CAPI
Variable
04C
UTI_ITEM
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Delete “, not already reported”
from item code 2
Since the first of ^REF_MONTH have ^YOU_ANYMEM had any
expenses for …
Read each item on list.
1. Cable or satellite TV services, not already reported?
2. Satellite radio services, not already reported?
3. Internet connection or an internet service provider, not
already reported?
4. Internet services away from home such as web cafes or
internet kiosks?
99. None/no more entries
Since the first of ^REF_MONTH have ^YOU_ANYMEM had any
expenses for …
Read each item on list.
1. Cable or satellite TV services, not already reported?
2. Satellite radio services?
3. Internet connection or an internet service provider, not
already reported?
4. Internet services away from home such as web cafes or
internet kiosks?
99. None/no more entries
Page 30 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
888.
Delete the line
Skip instructions:
1‐4: If UTI_ITEM ne Item2Shadow then goto CK_ITEM ELSE goto
INTDESC
99: goto S4C_END
888: If no more grid lines then goto S4C_END ELSE goto UTI_ITEM –
next line of table
888.
Delete the line
Skip instructions:
1‐4: If UTI_ITEM ne Item2Shadow then goto CK_ITEM ELSE goto
INTDESC
99: goto S4C_END
888: If no more grid lines then goto S4C_END ELSE goto UTI_ITEM –
next line of table
Page 31 of 119
CEQ 2015 CAPI Instrument Requirements
Section 04D changes
CEQ
Section
CEQCAPI
Variable
04D
S4D_INTRO
Change Detail
201401 Wording/Specification
201501 Wording/Specification
Delete sentences after 1st
sentence
Now I am going to ask about utility bills. Please refer to any billing
statements or other records you have when answering these
questions. Please remember to include any bills you receive or pay
online or have automatically deducted. Report any utility bill you
have received, even if the bill has not been paid.
Now I am going to ask about utility bills.
1. Enter 1 to continue
Skip instructions: goto UTC_ITEM
1. Enter 1 to continue
Skip instructions: goto UTC_ITEM
04D
WHATPROP
Update skip instructions to
incorporate new BUSCREEN
screener in control card.
Instrument
Which property was the bill for?
Which property was the bill for?
Skip instructions:
Skip instructions:
1‐20, 40: IF entry greater than the number of owned properties or
deleted properties are selected. (PROPDESC=888 OR OPB_STAT=3
from section 3) then goto CK_WHATPROP
1‐20, 40: IF entry greater than the number of owned properties or
deleted properties are selected. (PROPDESC=888 OR OPB_STAT=3 from
section 3) then goto CK_WHATPROP
ELSEIF UTC_ITEM=1‐3, 6‐7 and no data in any
8500.COMPNAME [1]‐[40] then goto COMPNAME
ELSEIF UTC_ITEM=1‐3, 6‐7 and no data in any
8500.COMPNAME [1]‐[40] then goto COMPNAME
ELSEIF UTC_ITEM=1‐3, 6‐7 and any data in
8500.COMPNAME[1]‐[40] then goto LASTCOMP
ELSEIF UTC_ITEM=1‐3, 6‐7 and any data in
8500.COMPNAME[1]‐[40] then goto LASTCOMP
ELSE goto UTILBUSN
ELSEIF CONTROLCARD.BUSCREEN=2 goto UTLCHGX1
41,42, 43, DK, RF: goto UTLPDESC
ELSE goto UTILBUSN
41,42, 43, DK, RF: goto UTLPDESC
04D
UTLPDESC
Update skip instructions to
incorporate new BUSCREEN
screener in control card.
Instrument
Briefly describe the property.
Briefly describe the property.
Skip instructions:
Skip instructions:
Page 32 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQCAPI
Variable
Change Detail
201401 Wording/Specification
201501 Wording/Specification
IF UTC_ITEM=1‐3, 6‐7 and no data in any 8500.COMPNAME [1]‐[40]
then goto COMPNAME
IF UTC_ITEM=1‐3, 6‐7 and no data in any 8500.COMPNAME [1]‐[40]
then goto COMPNAME
ELSEIF UTC_ITEM=1‐3, 6‐7 and any data in 8500.COMPNAME[1]‐[40] ELSEIF UTC_ITEM=1‐3, 6‐7 and any data in 8500.COMPNAME[1]‐[40]
then goto LASTCOMP
then goto LASTCOMP
ELSE goto UTILBUSN
ELSEIF CONTROLCARD.BUSCREEN=2 goto UTLCHGX1
ELSE goto UTILBUSN
04D
LASTCOMP
Update skip instructions to
incorporate new BUSCREEN
screener in control card.
Instrument
What is the name of the company or government agency which
provides ^Description_util?
What is the name of the company or government agency which
provides ^Description_util?
Skip instructions:
Skip instructions:
1‐20: Goto UTILBUSN
1‐20: IF CONTROLCARD.BUSCREEN=2 goto UTLCHGX1 ELSE Goto
UTILBUSN
55: Goto COMPNAME
55: Goto COMPNAME
04D
04D
04D
COMPNAME
UTILBUSN
Description_u
til
Update skip instructions to
incorporate new BUSCREEN
screener in control card.
Instrument
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews
Fix typo in Description_util fill
for electricity (should be
What is the name of the company or government agency which
provides ^Description_util?
What is the name of the company or government agency which
provides ^Description_util?
Skip instructions:
Skip instructions:
Goto UTILBUSN
IF CONTROLCARD.BUSCREEN=2 goto UTLCHGX1 ELSE Goto UTILBUSN
Will any part of the ^Utilbusn_Desc charges be deducted as a
business expense?
Will any part of the ^Utilbusn_Desc charges be deducted as a business
expense?
1. Yes
2. No
1. Yes
2. No
Skip instructions:
Skip instructions:
If INTNMBR=1 then go to UTLCHGX3 ELSE go to UTLCHGX1
go to UTLCHGX1
Page 33 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQCAPI
Variable
Change Detail
201401 Wording/Specification
201501 Wording/Specification
“electricity” but is showing as
“electric”)
Section 05 changes
CEQ
Section
CEQ CAPI
Variable
05
CONTRACT
05
CNTRCTX0
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews
Did you do this job yourself or did you pay someone else to do all
or part of the work?
Did you do this job yourself or did you pay someone else to do all or
part of the work?
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews
1. Self only
2. Paid or contracted with someone else
3. Both
1. Self only
2. Paid or contracted with someone else
3. Both
Skip instructions:
Skip instructions:
1, DK, RF: go to CRMMATER
1, DK, RF: go to CRMMATER
2, 3: IF INTNMBR=1 then go to CNTRCTX1 ELSE go to CNTRCTX3
How much was paid this month?
2, 3: go to CNTRCTX3
How much was paid this month?
Skip instructions:
Skip instructions:
IF (CRMCODEB=100 and CNTRCTX0 gt 14000) OR (CRMCODEB=110‐
150 and CNTRCTX0 gt 6000) OR (CRMCODEB=160‐300 and
CNTRCTX0 gt 2003) then go to ERR1)CNTRCTX0
IF (CRMCODEB=100 and CNTRCTX0 gt 14000) OR (CRMCODEB=110‐150
and CNTRCTX0 gt 6000) OR (CRMCODEB=160‐300 and CNTRCTX0 gt
2003) then go to ERR1)CNTRCTX0
ELSEIF INTNMBR=2‐5 AND (CNTRCTX3=0 and CNTRCTX2=0 and
CNTRCTX1=0 and CNTRCTX0=0) then go to CK_CNTRCTX
ELSEIF CNTRCTX3=0 and CNTRCTX2=0 and CNTRCTX1=0 and
CNTRCTX0=0 then go to CK_CNTRCTX
ELSEIF INTNMBR=2‐5 AND (CNTRCTX3=DK or CNTRCTX2=DK or
CNTRCTX1=DK or CNTRCTX0=DK) then go to CONTRCTX
ELSEIF CNTRCTX3=DK or CNTRCTX2=DK or CNTRCTX1=DK or
CNTRCTX0=DK then go to CONTRCTX
ELSEIF ITEM=1‐4, 10‐12, or 19 then go to MAJ_APPL
ELSEIF ITEM=1‐4, 10‐12, or 19 then go to MAJ_APPL
Page 34 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
05
CEQ CAPI
Variable
CRMMATER
Change Detail
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews (all
interviews should go to
SUPPLYX3)
201403 Wording/Specification
201502 Wording/Specification
ELSE go to CRMMATER
ELSE go to CRMMATER
Since the first of ^REF_MONTH, have ^YOU_ANYMEM PURCHASED
any materials, supplies, tools, or equipment for doing this job?
Since the first of ^REF_MONTH, have ^YOU_ANYMEM PURCHASED
any materials, supplies, tools, or equipment for doing this job?
1. Yes
2. No
1. Yes
2. No
Skip instructions:
Skip instructions:
1: IF INTNMBR=2‐5 then go to SUPPLYX3 ELSE go to SUPPLYX1
(intnmbr = 1)
1: go to SUPPLYX3
2, DK, RF: go to TOOLRENT
2, DK, RF: go to TOOLRENT
05
SUPPLYX0
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews
What was the total cost for all items ^YOU_YRCU purchased for
this job in ^CUR_MONTH?
What was the total cost for all items ^YOU_YRCU purchased for this
job in ^CUR_MONTH?
Skip instructions:
Skip instructions:
IF (CRMCODEB=100 and SUPPLYX0 gt 7000) or (CRMCODEB=110‐150 IF (CRMCODEB=100 and SUPPLYX0 gt 7000) or (CRMCODEB=110‐150
and SUPPLYX0 gt 25000) or (CRMCODEB=160‐300 and SUPPLYX0 gt and SUPPLYX0 gt 25000) or (CRMCODEB=160‐300 and SUPPLYX0 gt
1000) then go to ERR1_SUPPLYX0
1000) then go to ERR1_SUPPLYX0
ELSEIF (INTNMBR=2‐5 and (SUPPLYX3=0 and SUPPLYX2=0 and
SUPPLYX1=0 and SUPPLYX0=0)) OR (INTNMBR=1 and SUPPLYX1=0
and SUPPLYX0=0) then go to CK_SUPPLYX
ELSEIF INTNMBR=2‐5 and SUPPLYX3=D or SUPPLYX2=D or
SUPPLYX1=D or SUPPLYX0=D then go to SUPPLYX
ELSEIF (SUPPLYX3=0 and SUPPLYX2=0 and SUPPLYX1=0 and
SUPPLYX0=0) then go to CK_SUPPLYX
ELSEIF SUPPLYX3=D or SUPPLYX2=D or SUPPLYX1=D or SUPPLYX0=D
then go to SUPPLYX
ELSE go to TOOLRENT
ELSE go to TOOLRENT
05
TOOLRENT
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews (all
Since the first of ^REF_MONTH, have ^YOU_ANYMEM RENTED any
tools or equipment for doing this job?
1. Yes
Since the first of ^REF_MONTH, have ^YOU_ANYMEM RENTED any
tools or equipment for doing this job?
1. Yes
Page 35 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
interviews should go to
SUPPLYX3)
05
TOOLRTX0
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews
201403 Wording/Specification
2. No
201502 Wording/Specification
2. No
Skip instructions:
Skip instructions:
1: IF INTNMBR=2‐5 then go to TOOLRTX3 ELSE go to TOOLRTX1
1: go to TOOLRTX3
2, DK, RF: go to REIMBRS
2, DK, RF: go to REIMBRS
What was the total cost for all items ^YOU_YRCU rented for this
job in ^CUR_MONTH?
What was the total cost for all items ^YOU_YRCU rented for this job in
^CUR_MONTH?
Skip instructions:
Skip instructions:
IF TOOLRTX0 gt 400 go to ERR1_TOOLRTX0
IF TOOLRTX0 gt 400 go to ERR1_TOOLRTX0
ELSEIF INTNMBR=2‐5 and (TOOLRTX3=DK or TOOLRTX3=DK or
TOOLRTX1=DK or TOOLRTX0=DK) then go to TOOLRTX
ELSEIF TOOLRTX3=DK or TOOLRTX3=DK or TOOLRTX1=DK or
TOOLRTX0=DK then go to TOOLRTX
ELSEIF INTNMBR=2‐5 and (TOOLRTX3=0 and TOOLRTX2=0 and
TOOLRTX1=0 and TOOLRTX0=0) then go to CK_TOOLRTX
ELSEIF TOOLRTX3=0 and TOOLRTX2=0 and TOOLRTX1=0 and
TOOLRTX0=0 then go to CK_TOOLRTX
ELSEIF INTNMBR=1 and TOOLRTX1=0 and TOOLRTX0=0 then go to
CK_TOOLRTX
ELSE go to REIMBRS
ELSE go to REIMBRS
05
REIMBRS
Update skip instructions to
account for new BUSCREEN
business expense screener in
control card
Was or will any of the total cost of this job be reimbursed or paid
by someone outside of your household?
1. Yes
2. No
Was or will any of the total cost of this job be reimbursed or paid by
someone outside of your household?
1. Yes
2. No
Skip instructions:
Skip instructions:
1: goto REIMBRSZ
1: goto REIMBRSZ
2, DK, RF: goto CRMBSNSD
2, DK, RF: IF CONTROLCARD.BUSCREEN=2 goto
BSECT5.BBLOCKA.BROWMORE ELSE goto CRMBSNSD
Page 36 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
05
REIMBRSZ
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Update skip instructions to
account for new BUSCREEN
business expense screener in
control card
What percent of the total cost was or will be reimbursed or paid by What percent of the total cost was or will be reimbursed or paid by
someone outside of your household?
someone outside of your household?
Skip instructions:
Skip instructions:
1‐99, DK, RF: goto CRMBSNSD
1‐99, DK, RF: IF CONTROLCARD.BUSCREEN=2 goto
BSECT5.BBLOCKA.BROWMORE ELSE goto CRMBSNSD
100: Goto ERR2_REIMBRSZ
100: Goto ERR2_REIMBRSZ
Section 06B changes
CEQ
Section
CEQ CAPI
Variable
Change Detail
6B
APB_ITEM
201403 Wording/Specification
Add “or bicycle equipment” SCREEN 1
Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased
to item code 34. Bicycles
or rented any of the following items?
Update prefill for #34 to
Read each item on list
“Bicycles/bicycle equip”
1. Small electrical kitchen appliances
Change “, for non‐business
2. Electrical personal care appliances
use” to a fill in item 9
3. Electric floor cleaning equipment
(Computer software)
4. Other household appliances
5. Sewing machines
6. GPS devices, calculators, and fax machines
7. Digital book readers or tablets
SCREEN 2
Have ^YOU_ANYMEM purchased or rented any –
Read each item on list
8. Computers, computer systems, or related hardware
9. Computer software including computer games, for non‐
business use
10. Computer accessories
201502 Wording/Specification
SCREEN 1
Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased or
rented any of the following items?
Read each item on list
1. Small electrical kitchen appliances
2. Electrical personal care appliances
3. Electric floor cleaning equipment
4. Other household appliances
5. Sewing machines
6. GPS devices, calculators, and fax machines
7. Digital book readers or tablets
SCREEN 2
Have ^YOU_ANYMEM purchased or rented any –
Read each item on list
8. Computers, computer systems, or related hardware
9. Computer software including computer
games^FOR_NON_BUS
10. Computer accessories
Page 37 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
11. Portable memory, such as flash drives, memory cards, and
recordable discs and tapes
12. Video game hardware or accessories
13. Telephones or accessories
14. Photographic equipment
SCREEN 3
Have ^YOU_ANYMEM purchased or rented any –
Read each item on list
15. Musical instruments, supplies, or accessories
16. Lawn mowing machinery or other yard equipment
17. Power tools
18. Non‐power tools
19. Window air conditioners
20. Portable cooling or heating equipment
SCREEN 4
Have ^YOU_ANYMEM purchased or rented any –
Read each item on list
21. Televisions, all types including those installed in vehicles
22. DVD Players, VCRs, DVRs, or video cameras
23. Satellite dishes, receivers or accessories
24. Handheld personal music players
25. Stereos, radios, speakers, and sound components,
including those installed in vehicles
26. Other sound or video equipment, including accessories
SCREEN 5
Have ^YOU_ANYMEM purchased or rented any –
Read each item on list
27. General sports equipment (exclude athletic shoes for
sports related use, such as football ,baseball, soccer or
bowling)
28. Health and exercise equipment
29. Camping equipment
30. Hunting and fishing equipment, including all guns
SCREEN 6
11. Portable memory, such as flash drives, memory cards, and
recordable discs and tapes
12. Video game hardware or accessories
13. Telephones or accessories
14. Photographic equipment
SCREEN 3
Have ^YOU_ANYMEM purchased or rented any –
Read each item on list
15. Musical instruments, supplies, or accessories
16. Lawn mowing machinery or other yard equipment
17. Power tools
18. Non‐power tools
19. Window air conditioners
20. Portable cooling or heating equipment
SCREEN 4
Have ^YOU_ANYMEM purchased or rented any –
Read each item on list
21. Televisions, all types including those installed in vehicles
22. DVD Players, VCRs, DVRs, or video cameras
23. Satellite dishes, receivers or accessories
24. Handheld personal music players
25. Stereos, radios, speakers, and sound components, including
those installed in vehicles
26. Other sound or video equipment, including accessories
SCREEN 5
Have ^YOU_ANYMEM purchased or rented any –
Read each item on list
27. General sports equipment (exclude athletic shoes for sports
related use, such as football ,baseball, soccer or bowling)
28. Health and exercise equipment
29. Camping equipment
30. Hunting and fishing equipment, including all guns
SCREEN 6
Have ^YOU_ANYMEM purchased or rented any –
Page 38 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
Have ^YOU_ANYMEM purchased or rented any –
Read each item on list
31. Winter sports equipment
32. Water sports equipment
33. Outboard motors
34. Bicycles
35. Tricycles or battery powered riders
36. Playground equipment
37. Other sports or recreation equipment
Special instructions:
2. Prefill the PREFILL and DESCRIPTION fields with the following
descriptions: (Gray out the PREFILL field.)
IF ITEM=1, prefill “Small appliances”.
If ITEM=2, prefill “Personal appliances”.
If ITEM=3, prefill “Floor clean equip”.
If ITEM=4, prefill “Other household appl“.
If ITEM=5, prefill “Sewing machines“.
If ITEM=6, prefill “GPS/calculator/fax“.
If ITEM=7, prefill “Digital book readers or tablets“.
If ITEM=8, prefill “Computer hardware“.
If ITEM=9, prefill “Computer software, games.“.
If ITEM=10, prefill “Computer accessories“.
If ITEM=11, prefill “Portable Media“.
If ITEM= 12, prefill “Video game, hardware, access.“.
If ITEM=13, prefill “Telephones or access“.
If ITEM=14, prefill “Photo equipment“.
If ITEM=15, prefill “Musical instruments, supplies, and
accessories“.
If ITEM=16, prefill “Yard equipment“.
If ITEM=17, prefill “Power tools“.
If ITEM=18, prefill “Non‐power tools“.
If ITEM=19, prefill “Window A/C“.
If ITEM=20, prefill “Portable cool/heat equip“.
201502 Wording/Specification
31.
32.
33.
34.
35.
36.
37.
Read each item on list
Winter sports equipment
Water sports equipment
Outboard motors
Bicycles or bicycle equipment
Tricycles or battery powered riders
Playground equipment
Other sports or recreation equipment
FOR_NON_BUS fill instructions:
If CONTROLCARD.BUSCREEN=2 leave blank ELSE FILL “, for non‐
business use”
Special instructions:
3. Prefill the PREFILL and DESCRIPTION fields with the following
descriptions: (Gray out the PREFILL field.)
IF ITEM=1, prefill “Small appliances”.
If ITEM=2, prefill “Personal appliances”.
If ITEM=3, prefill “Floor clean equip”.
If ITEM=4, prefill “Other household appl“.
If ITEM=5, prefill “Sewing machines“.
If ITEM=6, prefill “GPS/calculator/fax“.
If ITEM=7, prefill “Digital book readers or tablets“.
If ITEM=8, prefill “Computer hardware“.
If ITEM=9, prefill “Computer software, games.“.
If ITEM=10, prefill “Computer accessories“.
If ITEM=11, prefill “Portable Media“.
If ITEM= 12, prefill “Video game, hardware, access.“.
If ITEM=13, prefill “Telephones or access“.
If ITEM=14, prefill “Photo equipment“.
If ITEM=15, prefill “Musical instruments, supplies, and accessories“.
If ITEM=16, prefill “Yard equipment“.
If ITEM=17, prefill “Power tools“.
If ITEM=18, prefill “Non‐power tools“.
Page 39 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
If ITEM=21, prefill “Televisions, all types“.
If ITEM=22, prefill “DVD Players, VCRs, DVRs or video cameras“.
If ITEM=23, prefill “Satellite dishes“.
If ITEM=24, prefill “Handheld Personal Music Players“.
If ITEM=25, prefill “Stereos or radios, all types“.
If ITEM= 26 prefill “Other sound or video equipment“.
If ITEM=27, prefill “General sports equip“.
If ITEM=28, prefill “Exercise Equipment“.
If ITEM=29, prefill “Camping equipment“.
If ITEM=30, prefill “Junting/fishing equip“.
If ITEM=31, prefill “Winter sports equip“.
If ITEM=32, prefill “Water sports equip“.
If ITEM=33, prefill “Outboard motors“.
If ITEM=34, prefill “Bicycles“.
If ITEM=35, prefill “Tricycles or battery riders“.
If ITEM=36, prefill “Playground equipment“.
If ITEM=37, prefill “Other sport or rec equip“.
Skip instructions:
1‐37: goto MINTYPE
95: goto APB_ITEM – next line of grid
99: goto S6B_END
888: If no more grid lines then goto S6B_END ELSE goto APB_ITEM –
next line of grid
6B
MINCMB
Add “or bicycle equipment” What other item is the ^S6B_ITEMNAME combined with?
Enter all that apply, separate with commas.
to item code 34. Bicycles
1. Small electric kitchen appliances
Change “, for non‐business
2. Electric personal care appliances
use” to a fill in item 9
3. Electric floor cleaning equipment
(Computer software)
4. Other household appliances
5. Sewing machines
6. GPS devices, calculators, and fax machines
201502 Wording/Specification
If ITEM=19, prefill “Window A/C“.
If ITEM=20, prefill “Portable cool/heat equip“.
If ITEM=21, prefill “Televisions, all types“.
If ITEM=22, prefill “DVD Players, VCRs, DVRs or video cameras“.
If ITEM=23, prefill “Satellite dishes“.
If ITEM=24, prefill “Handheld Personal Music Players“.
If ITEM=25, prefill “Stereos or radios, all types“.
If ITEM= 26 prefill “Other sound or video equipment“.
If ITEM=27, prefill “General sports equip“.
If ITEM=28, prefill “Exercise Equipment“.
If ITEM=29, prefill “Camping equipment“.
If ITEM=30, prefill “Junting/fishing equip“.
If ITEM=31, prefill “Winter sports equip“.
If ITEM=32, prefill “Water sports equip“.
If ITEM=33, prefill “Outboard motors“.
If ITEM=34, prefill “Bicycles/bicycle equip“.
If ITEM=35, prefill “Tricycles or battery riders“.
If ITEM=36, prefill “Playground equipment“.
If ITEM=37, prefill “Other sport or rec equip“.
Skip instructions:
1‐37: goto MINTYPE
95: goto APB_ITEM – next line of grid
99: goto S6B_END
888: If no more grid lines then goto S6B_END ELSE goto APB_ITEM –
next line of grid
What other item is the ^S6B_ITEMNAME combined with?
Enter all that apply, separate with commas.
1. Small electric kitchen appliances
2. Electric personal care appliances
3. Electric floor cleaning equipment
4. Other household appliances
5. Sewing machines
6. GPS devices, calculators, and fax machines
Page 40 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
7. Digital book readers or tablets
8. Computers, computer systems, or related hardware
9. Computer software including computer games, for non‐
business use
10. Computer accessories
11. Portable memory such as flash drives, memory cards, and
recordable discs and tapes
12. Video game hardware or accessories
13. Telephones or accessories
14. Photographic equipment
15. Musical instruments, supplies, or accessories
16. Lawn mowing machinery, or other yard equipment
17. Power tools
18. Non‐power tools
19. Window air conditioners
20. Portable cooling or heating equipment
21. Televisions, all types including those installed in vehicles
22. DVD players, VCRs, DVRs, or video cameras
23. Satellite dishes, receivers, or accessories
24. Handheld personal music players
25. Stereos, radios, speakers, and sound components, including
those installed in vehicles
26. Other sound or video equipment including accessories
27. General sports equipment (exclude athletic shoes for sports
related use, such as football, baseball, soccer, or bowling)
28. Health and exercise equipment
29. Camping equipment
30. Hunting and fishing equipment, including all guns
31. Winter sports equipment
32. Water sports equipment
33. Outboard motors
34. Bicycles
35. Tricycles or battery powered riders
36. Playground equipment
201502 Wording/Specification
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
Digital book readers or tablets
Computers, computer systems, or related hardware
Computer software including computer games^FOR_NON_BUS
Computer accessories
Portable memory such as flash drives, memory cards, and
recordable discs and tapes
Video game hardware or accessories
Telephones or accessories
Photographic equipment
Musical instruments, supplies, or accessories
Lawn mowing machinery, or other yard equipment
Power tools
Non‐power tools
Window air conditioners
Portable cooling or heating equipment
Televisions, all types including those installed in vehicles
DVD players, VCRs, DVRs, or video cameras
Satellite dishes, receivers, or accessories
Handheld personal music players
Stereos, radios, speakers, and sound components, including
those installed in vehicles
Other sound or video equipment including accessories
General sports equipment (exclude athletic shoes for sports
related use, such as football, baseball, soccer, or bowling)
Health and exercise equipment
Camping equipment
Hunting and fishing equipment, including all guns
Winter sports equipment
Water sports equipment
Outboard motors
Bicycles or bicycle equipment
Tricycles or battery powered riders
Playground equipment
Other sports or recreation equipment
Page 41 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
Update Fill6B_DESC fill to
reflect adding “or bicycle
equipment” to item 34
See Fill6B_DESC in fill requirements
38. Misc. combined (unable to specify/DK)
FOR_NON_BUS fill instructions:
If CONTROLCARD.BUSCREEN=2 leave blank ELSE FILL “, for non‐
business use”
Skip instructions:
If APB_ITEM=8, 21,23, 25, 26 then goto INSTLSCR else goto S6BOTHER
See Fill6B_DESC in fill requirements
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Update Section Label (Block
instructions) to include
“extended warranties”
Block instructions:
2. SECTION LABEL: Section 7 – Household Item Repairs and Service
Contracts
Block instructions:
2. SECTION LABEL: Section 7 – Household Item Repairs, Service
Contracts, and Extended Warranties
37. Other sports or recreation equipment
38. Misc. combined (unable to specify/DK)
Skip instructions:
If APB_ITEM=8, 21,23, 25, 26 then goto INSTLSCR else goto
S6BOTHER
06B
S6BOTHER
201502 Wording/Specification
Section 07 changes
CEQ
Section
CEQ CAPI
Variable
7
BSECT7
Section 08 changes
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
08A
FRA_ITEM
Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased
for ^YOU_YRCU or for someone outside of your household any –
Read each item on list
1. Sofas?
2. Living room chairs?
3. Living room tables?
Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased for
^YOU_YRCU or for someone outside of your household any –
Read each item on list
1. Sofas?
2. Living room chairs?
3. Living room tables?
Remove “Room‐size” from
wording for item 26
(“Room‐size rugs or other
non‐permanent floor
Page 42 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
coverings, including carpet
squares?”)
Change “closet storage
items” to “closet and
storage items” (item 17)
201403 Wording/Specification
201502 Wording/Specification
4. Ping‐pong, pool tables or other similar recreation room
items?
5. Other living room, family, or recreation room furniture
including desks, wall units, and shelving?
6. Living room furniture combinations?
7. Dining room or kitchen furniture?
8. Mattresses or box springs?
9. Bedroom furniture other than mattresses or box springs?
Have ^YOU_ANYMEM purchased any –
Read each item on list
10. Infants furniture?
11. Infants equipment?
12. Patio, porch, or outdoor furniture?
13. Barbeque grills or outdoor decorative items?
14. Office furniture for home use?
Have ^YOU_ANYMEM purchased any –
Read each item on list
15. Lamps, lighting fixtures, or ceiling fans?
16. Other household decorative items?
17. Closet storage items?
18. Travel items including luggage?
19. Stainless, silver, or other flatware?
20. Non‐electric cookware?
21. Dishes, glasses, or serving pieces?
Have ^YOU_ANYMEM purchased any –
Read each item on list
22. Bedroom linens?
23. Bathroom linens?
24. Kitchen, dining room, or other linens?
25. Slipcovers, decorative pillows or cushions?
26. Room‐size rugs or other non‐permanent floor coverings,
including carpet squares?
27. Curtains or drapes?
28. Blinds, shades, or other window coverings?
4. Ping‐pong, pool tables or other similar recreation room items?
5. Other living room, family, or recreation room furniture
including desks, wall units, and shelving?
6. Living room furniture combinations?
7. Dining room or kitchen furniture?
8. Mattresses or box springs?
9. Bedroom furniture other than mattresses or box springs?
Have ^YOU_ANYMEM purchased any –
Read each item on list
10. Infants furniture?
11. Infants equipment?
12. Patio, porch, or outdoor furniture?
13. Barbeque grills or outdoor decorative items?
14. Office furniture for home use?
Have ^YOU_ANYMEM purchased any –
Read each item on list
15. Lamps, lighting fixtures, or ceiling fans?
16. Other household decorative items?
17. Closet and storage items?
18. Travel items including luggage?
19. Stainless, silver, or other flatware?
20. Non‐electric cookware?
21. Dishes, glasses, or serving pieces?
Have ^YOU_ANYMEM purchased any –
Read each item on list
22. Bedroom linens?
23. Bathroom linens?
24. Kitchen, dining room, or other linens?
25. Slipcovers, decorative pillows or cushions?
26. Rugs or other non‐permanent floor coverings, including carpet
squares?
27. Curtains or drapes?
28. Blinds, shades, or other window coverings?
Page 43 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Special instructions:
2. Pre‐fill the PREFILL and FURNDESC fields with the following [Gray
the PREFILL field.]
IF ITEM=1, pre‐fill “Sofas”
IF ITEM=2, pre‐fill “Living room chairs”
IF ITEM=3, pre‐fill “Living room tables”
IF ITEM=4, pre‐fill “Ping‐pong, pool tables or othe”
IF ITEM=5, pre‐fill “Other living room incl desks, shelving”
IF ITEM=6, pre‐fill “Living room furniture combinat”
IF ITEM=7, pre‐fill “Dining room/Kitchen furn.”
IF ITEM=8, pre‐fill “Mattresses/box springs.”
IF ITEM=9, pre‐fill “Bedroom furniture”
IF ITEM=10, pre‐fill “Infants furniture”
IF ITEM=11, pre‐fill “Infants equipment”
IF ITEM=12, pre‐fill “Patio/porch/outdoor furn.”
IF ITEM=13, pre‐fill “Barbeque grills or outdoor dec”
IF ITEM=14, pre‐fill “Office furniture for home”
IF ITEM=15, pre‐fill “Lamps/lighting fixture/ceiling fan”
IF ITEM=16, pre‐fill “Other decorative items”
IF ITEM=17, pre‐fill “Closet storage items”
IF ITEM=18, pre‐fill “Travel items including luggage”
IF ITEM=19, pre‐fill “Stainless/silver/other flatwar”
IF ITEM=20, pre‐fill “Non‐electric cookware”
IF ITEM=21, pre‐fill “Dishes/glasses/serving pieces”
IF ITEM=22, pre‐fill “Bedroom linens”
IF ITEM=23, pre‐fill “Bathroom linens”
IF ITEM=24, pre‐fill “Kitchen/dining room/other linens”
IF ITEM=25, pre‐fill “Slipcovers/pillows/cushions”
IF ITEM=26, pre‐fill “Room size rugs”
IF ITEM=27, pre‐fill “Curtains or drapes”
IF ITEM=28, pre‐fill “Blinds/shades/coverings”
Skip instructions:
Special instructions:
2. Pre‐fill the PREFILL and FURNDESC fields with the following [Gray
the PREFILL field.]
IF ITEM=1, pre‐fill “Sofas”
IF ITEM=2, pre‐fill “Living room chairs”
IF ITEM=3, pre‐fill “Living room tables”
IF ITEM=4, pre‐fill “Ping‐pong, pool tables or othe”
IF ITEM=5, pre‐fill “Other living room incl desks, shelving”
IF ITEM=6, pre‐fill “Living room furniture combinat”
IF ITEM=7, pre‐fill “Dining room/Kitchen furn.”
IF ITEM=8, pre‐fill “Mattresses/box springs.”
IF ITEM=9, pre‐fill “Bedroom furniture”
IF ITEM=10, pre‐fill “Infants furniture”
IF ITEM=11, pre‐fill “Infants equipment”
IF ITEM=12, pre‐fill “Patio/porch/outdoor furn.”
IF ITEM=13, pre‐fill “Barbeque grills or outdoor dec”
IF ITEM=14, pre‐fill “Office furniture for home”
IF ITEM=15, pre‐fill “Lamps/lighting fixture/ceiling fan”
IF ITEM=16, pre‐fill “Other decorative items”
IF ITEM=17, pre‐fill “Closet and storage items”
IF ITEM=18, pre‐fill “Travel items including luggage”
IF ITEM=19, pre‐fill “Stainless/silver/other flatwar”
IF ITEM=20, pre‐fill “Non‐electric cookware”
IF ITEM=21, pre‐fill “Dishes/glasses/serving pieces”
IF ITEM=22, pre‐fill “Bedroom linens”
IF ITEM=23, pre‐fill “Bathroom linens”
IF ITEM=24, pre‐fill “Kitchen/dining room/other linens”
IF ITEM=25, pre‐fill “Slipcovers/pillows/cushions”
IF ITEM=26, pre‐fill “Rugs/floor coverings”
IF ITEM=27, pre‐fill “Curtains or drapes”
IF ITEM=28, pre‐fill “Blinds/shades/coverings”
Skip instructions:
1‐28: goto DESCRIPTION
Page 44 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
8A
CEQ CAPI
Variable
S8A_CMB
Change Detail
Remove “Room‐size” from
wording for item 26
(“Room‐size rugs or other
non‐permanent floor
coverings, including carpet
squares?”) (and also from
STR2 fill)
Change “closet storage
items” to “closet and
storage items” (item 17)
201403 Wording/Specification
201502 Wording/Specification
1‐28: goto DESCRIPTION
95: goto next row
99: goto S8A_END
888: If ROW number=34 then goto S8A_END ELSE goto ITEM – next
lien of grid
What was combined with ^STR2?
1. Sofas
2. Living room chairs
3. Living room tables
4. Ping‐pong, pool tables or other similar recreation room
items
5. Other living room, family, or recreation room furniture
including desks, wall units, and shelving
6. Living room furniture combinations
7. Dining room or kitchen furniture
8. Mattresses or box springs
9. Bedroom furniture other than mattresses or box springs
10. Infants furniture
11. Infants equipment
12. Patio, porch, or outdoor furniture
13. Barbeque grills or outdoor decorative items
14. Office furniture for home use
15. Lamps, lighting fixtures, or ceiling fans
16. Other household decorative items
17. Closet storage items
18. Travel items including luggage
19. Stainless, silver, or other flatware
20. Non‐electric cookware
21. Dishes, glasses, or serving pieces
22. Bedroom linens
23. Bathroom linens
24. Kitchen, dining room, or other linens
25. Slipcovers, decorative pillows or cushions
95: goto next row
99: goto S8A_END
888: If ROW number=34 then goto S8A_END ELSE goto ITEM – next lien
of grid
What was combined with ^STR2?
1. Sofas
2. Living room chairs
3. Living room tables
4. Ping‐pong, pool tables or other similar recreation room items
5. Other living room, family, or recreation room furniture
including desks, wall units, and shelving
6. Living room furniture combinations
7. Dining room or kitchen furniture
8. Mattresses or box springs
9. Bedroom furniture other than mattresses or box springs
10. Infants furniture
11. Infants equipment
12. Patio, porch, or outdoor furniture
13. Barbeque grills or outdoor decorative items
14. Office furniture for home use
15. Lamps, lighting fixtures, or ceiling fans
16. Other household decorative items
17. Closet and storage items
18. Travel items including luggage
19. Stainless, silver, or other flatware
20. Non‐electric cookware
21. Dishes, glasses, or serving pieces
22. Bedroom linens
23. Bathroom linens
24. Kitchen, dining room, or other linens
25. Slipcovers, decorative pillows or cushions
26. Rugs or other non‐permanent floor coverings, including carpet
squares
Page 45 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
26. Room‐size rugs or other non‐permanent floor coverings,
including carpet squares
27. Curtains or drapes
28. Blinds, shades, or other window coverings
29. Misc. Combined (unable to specify/DK)
8A
ANYOTH8
Update STR1 fill:
201502 Wording/Specification
27. Curtains or drapes
28. Blinds, shades, or other window coverings
29. Misc. Combined (unable to specify/DK)
Skip instructions:
Goto ANYOTH8
Skip instructions:
Goto ANYOTH8
See fill requirements
See fill requirements
201403 Wording/Specification
201502 Wording/Specification
Remove “Room‐size” from
wording for item 26
Change “closet storage
items” to “closet and
storage items” (item 17)
Section 09A changes
CEQ
Section
CEQ CAPI
Variable
9A
S9A_INTRO
Add “accessories” to “clothing
and footwear” in intro wording
9A
CLA_ITEM
Change Detail
Now I am going to ask about clothing and footwear, for infants,
children, and adults. You may find it helpful to refer to receipts,
credit card statements or other records to answer the questions.
Please include any shipping and handling charges with the cost of
any item that was shipped.
Skip instructions: goto CLA_ITEM
Add “or blazers” to 2. Sport SCREEN 1
Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased
coats or tailored jackets
any of the following items either for members of your household
or for someone outside your household?
Read each item on list
Now I am going to ask about clothing, footwear, and accessories, for
infants, children, and adults. You may find it helpful to refer to
receipts, credit card statements or other records to answer the
questions. Please include any shipping and handling charges with the
cost of any item that was shipped.
Skip instructions: goto CLA_ITEM
SCREEN 1
Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased any
of the following items either for members of your household or for
someone outside your household?
Read each item on list
Page 46 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
1. Coats, jackets, or furs
2. Sport coats or tailored jackets
3. Suits
4. Vests
5. Shirts, sweaters, blouses, or tops
6. Pants, jeans, or shorts
7. Dresses
8. Skirts
9. Undergarments
10. Hosiery
11. Nightwear or loungewear
SCREEN 2
Have ^YOU_ANYMEM purchased any –
Read each item on list
12. Accessories
13. Swimsuits or warm‐up or ski suits
14. Uniforms, for which the cost is not reimbursed
15. Costumes
16. Footwear, including athletic footwear
17. Diapers
18. Layettes
19. Watches
20. Jewelry
Special instructions:
2. Prefill the PREFILL and DESCRIPTION fields with the following
descriptions. (Gray out the PREFILL field.)
If 1, prefill “Coats/jackets/furs”
If 2, prefill “Sport coats/tailored jackets”
If 3, prefill “Suits”
If 4, prefill “Vests”
If 5, prefill “Shirts/sweaters/blouses/tops”
If 6, prefill “Pants/jeans/shorts”
If 7, prefill “Dresses”
1. Coats, jackets, or furs
2. Sport coats, tailored jackets, or blazers
3. Suits
4. Vests
5. Shirts, sweaters, blouses, or tops
6. Pants, jeans, or shorts
7. Dresses
8. Skirts
9. Undergarments
10. Hosiery
11. Nightwear or loungewear
SCREEN 2
Have ^YOU_ANYMEM purchased any –
Read each item on list
12. Accessories
13. Swimsuits or warm‐up or ski suits
14. Uniforms, for which the cost is not reimbursed
15. Costumes
16. Footwear, including athletic footwear
17. Diapers
18. Layettes
19. Watches
20. Jewelry
Special instructions:
2. Prefill the PREFILL and DESCRIPTION fields with the following
descriptions. (Gray out the PREFILL field.)
If 1, prefill “Coats/jackets/furs”
If 2, prefill “Sport coats/tailored jackets/blazers”
If 3, prefill “Suits”
If 4, prefill “Vests”
If 5, prefill “Shirts/sweaters/blouses/tops”
If 6, prefill “Pants/jeans/shorts”
If 7, prefill “Dresses”
Add “blazers” to the
special instructions for item
code 2
Page 47 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
9A
CEQ CAPI
Variable
CLOCMBA
Change Detail
Add “or blazers” to 2. Sport
coats or tailored jackets
201403 Wording/Specification
201502 Wording/Specification
If 8, prefill “Skirts”
If 9, prefill “Undergarments”
If 10, prefill “Hosiery”
If 11, prefill “Nightwear or loungewear”
If 12, prefill “Accessories”
If 13, prefill “Swimsuits/warm‐ups/ski suits”
If 14, prefill “Uniforms”
If 15, prefill “Costumes”
If 16, prefill “Footwear”
If 17, prefill “Diapers”
If 18, prefill “Layettes”
If 19, prefill “Watches”
If 20, prefill “Jewelry”
Skip instructions:
1‐20: If CLA_ITEM ne Item2Shadow then goto CK_ITEM ELSE goto
CLODESCA
95: Goto next row
99: Goto S9A_END
888: If no more rows then goto S9A_END ELSE goto CLA_ITEM – next
row of the table
What other clothing is ^CLODESCA combined with?
Enter all that apply, separate with commas.
1. Coats, jackets, or furs
2. Sport coats or tailored jackets
3. Suits
4. Vests
5. Shirts, sweaters, blouses, or tops
6. Pants, jeans, or shorts
7. Dresses
8. Skirts
9. Undergarments
10. Hosiery
11. Nightwear or loungewear
If 8, prefill “Skirts”
If 9, prefill “Undergarments”
If 10, prefill “Hosiery”
If 11, prefill “Nightwear or loungewear”
If 12, prefill “Accessories”
If 13, prefill “Swimsuits/warm‐ups/ski suits”
If 14, prefill “Uniforms”
If 15, prefill “Costumes”
If 16, prefill “Footwear”
If 17, prefill “Diapers”
If 18, prefill “Layettes”
If 19, prefill “Watches”
If 20, prefill “Jewelry”
Skip instructions:
1‐20: If CLA_ITEM ne Item2Shadow then goto CK_ITEM ELSE goto
CLODESCA
95: Goto next row
99: Goto S9A_END
888: If no more rows then goto S9A_END ELSE goto CLA_ITEM – next
row of the table
What other clothing is ^CLODESCA combined with?
Enter all that apply, separate with commas.
1. Coats, jackets, or furs
2. Sport coats, tailored jackets, or blazers
3. Suits
4. Vests
5. Shirts, sweaters, blouses, or tops
6. Pants, jeans, or shorts
7. Dresses
8. Skirts
9. Undergarments
10. Hosiery
11. Nightwear or loungewear
Page 48 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
12.
13.
14.
15.
16.
17.
18.
19.
20.
9A
CLOMOREA
Update S9A_ITEMNAME fill to
reflect adding “or blazers” to
item 2 (sport coats or tailored
jackets)
Accessories
Swimsuits or warm‐up or ski suits
Uniforms, for which the cost is not reimbursed
Costumes
Footwear, including athletic footwear
Diapers
Layettes
Watches
Jewelry
201502 Wording/Specification
12.
13.
14.
15.
16.
17.
18.
19.
20.
Accessories
Swimsuits or warm‐up or ski suits
Uniforms, for which the cost is not reimbursed
Costumes
Footwear, including athletic footwear
Diapers
Layettes
Watches
Jewelry
Skip instructions: goto CLOMOREA
See S9A_ITEMNAME in fill requirements
Skip instructions: goto CLOMOREA
See S9A_ITEMNAME in fill requirements
Section 10 changes
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
10
S10_INTRO
Now I am going to ask about expenses for vehicle ^S10_INTRO
leases.
Now I am going to ask about expenses for vehicle rentals and leases.
Make the fill language
regarding rentals part of
the permanent question
wording for this screen
Update skip instructions to
make rentals part on path
for all interviews by
deleting specific
instructions for 1st
interviews.
1. Enter 1 to continue
S10_INTRO fill instructions:
1. Enter 1 to continue
Skip instructions:
Go to RLV_ITEM in BSect10L1 Block
If INTNMBR=2‐5, fill “rentals and” else leave blank.
Skip instructions:
IF INTNMBR=1 then go to ITEM in BSect10L2 block ELSE go to
RLV_ITEM in BSect10L1 Block
Page 49 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
10
RLV_ITEM
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Change “planes” in item 9 to
“aircraft”
SCREEN 1
SCREEN 1
Since the first of ^REF_MONTH, have ^YOU_ANYMEM rented any
automobiles, trucks, vans, minivans, or SUVs, which were not used
entirely for business? Do not include leased vehicles.
Since the first of ^REF_MONTH, have ^YOU_ANYMEM rented any
automobiles, trucks, vans, minivans, or SUVs, which were not used
entirely for business? Do not include leased vehicles.
1. Automobiles, trucks, vans, minivans, or SUVs
95. Continue list
888.
Delete the line
1. Automobiles, trucks, vans, minivans, or SUVs
95. Continue list
888.
Delete the line
SCREEN 2
SCREEN 2
Since the first of ^REF_MONTH, have ^YOU_ANYMEM rented any
other types of vehicles which were not used entirely for business?
Since the first of ^REF_MONTH, have ^YOU_ANYMEM rented any
other types of vehicles which were not used entirely for business?
IF YES –
Did you rent any –
2.
3.
4.
5.
Motor homes
Trailer‐type campers
Other attachable‐type campers
Motorcycles, motor scooters, or mopeds (motorized
bicycles)
6. Boats, with motor
7. Boats, without a motor
8. Trailers other than a camper type, such as for a boat or
cycle
9. Private planes
10. Other vehicles
99. None/No more Entries
888.
Delete the line
Special instructions:
IF YES –
Did you rent any –
2. Motor homes
3. Trailer‐type campers
4. Other attachable‐type campers
5. Motorcycles, motor scooters, or mopeds (motorized bicycles)
6. Boats, with motor
7. Boats, without a motor
8. Trailers other than a camper type, such as for a boat or cycle
9. Private aircraft
10. Other vehicles
99. None/No more Entries
888.
Delete the line
Special instructions:
2. Pre‐fill and gray the PREFILL field with the following descriptions:
If ITEM=1, pre‐fill “Autos, trucks, vans, minivans”
Page 50 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
2. Pre‐fill and gray the PREFILL field with the following
descriptions:
If ITEM=1, pre‐fill “Autos, trucks, vans, minivans”
If ITEM=2, pre‐fill “Motor homes”
If ITEM=3, pre‐fill “trailer type camper”
If ITEM=4, pre‐fill “other attachable‐type camper”
If ITEM=5, pre‐fill “motorcycle, motor scooter, or ”
If ITEM=6, pre‐fill “boat, with a motor”
If ITEM=7, pre‐fill “boat, without a motor”
If ITEM=8, pre‐fill “trailer other than a camper”
If ITEM=9, pre‐fill “private plane”
If ITEM=10, pre‐fill “other vehicle”
Skip instructions:
1‐10: If ITEM <> Item2Shadow then goto CK_ITEM ELSE goto
ANYVACAT
95: goto ITEM – next row
99: If no vehicles on inventory chart or all vehicles have
8500.LSD_STAT=3 then exit block and goto BLEASE.BROW.ITEM ELSE
exit block and goto the TblInventory block
888: If no more table rows THEN
If no vehicles on inventory chart or all vehicles have
8500.LSD_STAT=3 then exit block and goto
BSECT10L2.BLEASE.BROW.ITEM
201502 Wording/Specification
If ITEM=2, pre‐fill “Motor homes”
If ITEM=3, pre‐fill “trailer type camper”
If ITEM=4, pre‐fill “other attachable‐type camper”
If ITEM=5, pre‐fill “motorcycle, motor scooter, or ”
If ITEM=6, pre‐fill “boat, with a motor”
If ITEM=7, pre‐fill “boat, without a motor”
If ITEM=8, pre‐fill “trailer other than a camper”
If ITEM=9, pre‐fill “private aircraft”
If ITEM=10, pre‐fill “other vehicle”
Skip instructions:
1‐10: If ITEM <> Item2Shadow then goto CK_ITEM ELSE goto ANYVACAT
95: goto ITEM – next row
99: If no vehicles on inventory chart or all vehicles have
8500.LSD_STAT=3 then exit block and goto BLEASE.BROW.ITEM ELSE
exit block and goto the TblInventory block
888: If no more table rows THEN
If no vehicles on inventory chart or all vehicles have
8500.LSD_STAT=3 then exit block and goto
BSECT10L2.BLEASE.BROW.ITEM
Else exit block and goto the TBLINVENTORY block
ELSE goto RLV_ITEM
Else exit block and goto the TBLINVENTORY block
ELSE goto RLV_ITEM
Page 51 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
10
RENTEXPX
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Update skip instructions to
account for new business
expense screener BUSCREEN in
control card
Since the first of ^REF_MONTH, not including ^CUR_MONTH, what
has been your expense for renting this vehicle?
Since the first of ^REF_MONTH, not including ^CUR_MONTH, what
has been your expense for renting this vehicle?
Skip instructions:
Skip instructions:
1‐99999: IF entry lt 10 or gt 1200 then goto ERR1_AMOUNT ELSE
goto ANYBSNRM
1‐99999: IF entry lt 10 or gt 1200 then goto ERR1_AMOUNT
ELSEIF CONTROLCARD.BUSCREEN=2 goto RENT_MORE
ELSE goto ANYBSNRM
10
RENT_MORE
10
MKMD_SCR
10
10
OTHMODEL
S10_END
Update RENT_MORE_FILL to
reflect changing “plane” to
“aircraft” in item #9
Update skip instructions to
account for new business
expense screener BUSCREEN in
control card
Update skip instructions to
account for new business
expense screener BUSCREEN in
control card
See RENT_MORE_FILL in fill requirements
See RENT_MORE_FILL in fill requirements
What is the make and model of this vehicle?
What is the make and model of this vehicle?
If vehicle make and model is not found, key X.
If vehicle make and model is not found, key X.
Skip instructions:
Skip instructions:
X: goto OTHMODEL
X: goto OTHMODEL
30 characters besides X, DK, RF: goto ANYBUSIN
30 characters besides X, DK, RF: IF CONTROLCARD.BUSCREEN=2 goto
NUMPAY ELSE goto ANYBUSIN
Specify other make and model
Specify other make and model
Skip instructions:
Skip instructions:
Goto ANYBUSIN
IF CONTROLCARD.BUSCREEN=2 goto NUMPAY ELSE Goto ANYBUSIN
Remove distinction between 1st IF INTNMBR = 1 AND (ANY BSECT10L2.BLease.Brow.ITEM = 99 or
interviews and other interviews BSECT10L2.BLease.Brow.ITEM = 888 for row 6
in setting section complete
or BSECT10L2.BLease.Brow.ANYOTH = 1, 2, DK, RF for row 6)
flag.
then Set section complete flag. (Store "Yes" in Sectcomp(10))
IF INTNMBR = 2‐5 AND (Any BSect10L1.BTableA.Brow.ITEM = 99 or
IF (Any BSect10L1.BTableA.Brow.ITEM = 99 or
BSect10L1.BTableA.Brow.ITEM = 888 for row 10 or
BSect10L1.BTableA.Brow.MORE = 1, 2, DK, RF for row 10)
AND ((Any TblInventory.BlkRow.TERMFEE = 2, DK, RF or
TblInventory.BlkRow.TERMFEEX = 0‐99999, DK, RF or
TblInventory.BlkRow.LVIMILE = 1‐999999, DK, RF) for all
Page 52 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
BSect10L1.BTableA.Brow.ITEM = 888 for row 10 or
BSect10L1.BTableA.Brow.MORE = 1, 2, DK, RF for row 10)
AND ((Any TblInventory.BlkRow.TERMFEE = 2, DK, RF or
TblInventory.BlkRow.TERMFEEX = 0‐99999, DK, RF or
TblInventory.BlkRow.LVIMILE = 1‐999999, DK, RF) for all
vehicles on the inventory table with 8500.LSD_STAT ne 3)
AND (ANY BSECT10L2.BLease.Brow.ITEM = 99 or
BSECT10L2.BLease.Brow.ITEM = 888 for row 6 or
BSECT10L2.BLease.Brow.ANYOTH = 1, 2, DK, RF for row 6)
then Set section complete flag.
(Store "Yes" in Sectcomp(10))
vehicles on the inventory table with 8500.LSD_STAT ne 3)
AND (ANY BSECT10L2.BLease.Brow.ITEM = 99 or
BSECT10L2.BLease.Brow.ITEM = 888 for row 6 or
BSECT10L2.BLease.Brow.ANYOTH = 1, 2, DK, RF for row 6)
then Set section complete flag.
(Store "Yes" in Sectcomp(10))
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Change “plane” to “aircraft” in
item 9
Block instructions:
4. The first four columns should be pre‐filled with data from the
input file.
8500.VEHICIB (vehicle number)
8500.VEHICYR (vehicle year)
8500.MKMDL_SC (vehicle make/model)
If 8500.MKMDL_SC is XXXXX, fill that item on the inventory
chart with 8500.OTHMDLY.
If 8500.MKMDL_SC is blank, fill description according to
ITEM, as follows:
ITEM=2, fill “Motor home”
ITEM=3, fill “Trailer‐type camper”
ITEM=4, fill “Other attachable camper”
ITEM=5, fill “Motorcycle/motor scooter”
ITEM=6, fill “Boat, with a motor”
Block instructions:
4. The first four columns should be pre‐filled with data from the input
file.
8500.VEHICIB (vehicle number)
8500.VEHICYR (vehicle year)
8500.MKMDL_SC (vehicle make/model)
If 8500.MKMDL_SC is XXXXX, fill that item on the inventory
chart with 8500.OTHMDLY.
If 8500.MKMDL_SC is blank, fill description according to ITEM,
as follows:
ITEM=2, fill “Motor home”
ITEM=3, fill “Trailer‐type camper”
ITEM=4, fill “Other attachable camper”
ITEM=5, fill “Motorcycle/motor scooter”
ITEM=6, fill “Boat, with a motor”
Section 11 changes
CEQ
Section
CEQ CAPI
Variable
11
TBLINV
Page 53 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
11
CEQ CAPI
Variable
TBLINV.VEHDI
SP
Change Detail
Update AutoDesc_Fill due
to changing “plane” to
“aircraft”
Reword response #4 from
“Damaged beyond repair”
to “Totaled (damaged
beyond repair)”
201403 Wording/Specification
201502 Wording/Specification
ITEM=7, fill “Boat, without a motor”
ITEM=8, fill “Non‐camper type trailer”
ITEM=9, fill “Private plane”
ITEM=10, fill “Other vehicle”
8500.VEHBSNS (business use)
If 1, display “yes”
If 2, display “no”
How did you dispose of the ^AutoDesc_Fill?
1. Sold
2. Traded in
3. Given away or donated to someone outside the household,
including students away at school
4. Damaged beyond repair
5. Stolen
6. Other
Skip instructions:
1‐5, DK, RF: goto VDISPMO
6: goto DISPOTHV
See VEHDISP_Fill in fill requirements
ITEM=7, fill “Boat, without a motor”
ITEM=8, fill “Non‐camper type trailer”
ITEM=9, fill “Private aircraft”
ITEM=10, fill “Other vehicle”
8500.VEHBSNS (business use)
If 1, display “yes”
If 2, display “no”
How did you dispose of the ^AutoDesc_Fill?
1. Sold
2. Traded in
3. Given away or donated to someone outside the household,
including students away at school
4. Totaled (damaged beyond repair)
5. Stolen
6. Other
Skip instructions:
1‐5, DK, RF: goto VDISPMO
6: goto DISPOTHV
See VEHDISP_Fill in fill requirements
11
TBLINV.VDISP
MO
Update VEHDISP_Fill to reflect
rewording of option 4
11
TBLINV.REIM
BURS
Update AutoDesc_Fill due to
changing “plane” to “aircraft”
See AutoDesc_Fill in fill requirements
See AutoDesc_Fill in fill requirements
11
TBLINV
.EXREIMB
Update AutoDesc_Fill due to
changing “plane” to “aircraft”
See AutoDesc_Fill in fill requirements
See AutoDesc_Fill in fill requirements
11
TBLINV.LOAN
STAT
See AutoDesc_Fill and VEHDISP_Fill in fill requirements
See AutoDesc_Fill and VEHDISP_Fill in fill requirements
Update AutoDesc_Fill due
to changing “plane” to
“aircraft”
Page 54 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
11
CEQ CAPI
Variable
OVB_ITEM
Change Detail
Update VEHDISP_Fill to
reflect rewording of option
4
Change “plane” to
“aircraft” in item 9
Update skip instructions to
account for new business
expense screener
BUSCREEN in control card
201403 Wording/Specification
201502 Wording/Specification
SCREEN 1A
^S11_SCREEN1A
IF YES – What kind of vehicle was it?
1. ^AutoOrTruck
2. Motor home
3. Trailer‐type camper
4. Other attachable‐type camper
5. Motorcycle, motor scooter, or moped (motorized bicycle)
6. Boat, with motor
7. Boat, without motor
8. Trailer other than a camper type, such as for a boat or cycle
9. Private plane
10. Any other vehicle
99. None/No more entries
888.
Delete the line
SCREEN 1B
^DoDoes_C ^YOU_YRCU own any automobiles, trucks, minivans,
vans, or SUVs which were not used entirely for business?
1. ^AutoOrTruck?
95. Continue list
888.
Delete the line
SCREEN 2
^DoDoes_C ^YOU_YRCU own any other types of vehicles including
boats and planes which are not used entirely for business?
IF YES ‐ Read each item on list
Do you own any . . .
2. Motor home?
3. Trailer‐type camper?
4. Other attachable‐type camper?
5. Motorcycle, motor scooter, or moped (motorized bicycle)?
SCREEN 1A
^S11_SCREEN1A
IF YES – What kind of vehicle was it?
1. ^AutoOrTruck
2. Motor home
3. Trailer‐type camper
4. Other attachable‐type camper
5. Motorcycle, motor scooter, or moped (motorized bicycle)
6. Boat, with motor
7. Boat, without motor
8. Trailer other than a camper type, such as for a boat or cycle
9. Private aircraft
10. Any other vehicle
99. None/No more entries
888.
Delete the line
SCREEN 1B
^DoDoes_C ^YOU_YRCU own any automobiles, trucks, minivans, vans,
or SUVs which were not used entirely for business?
1. ^AutoOrTruck?
95. Continue list
888.
Delete the line
SCREEN 2
^DoDoes_C ^YOU_YRCU own any other types of vehicles including
boats and planes which are not used entirely for business?
IF YES ‐ Read each item on list
Do you own any . . .
2. Motor home?
3. Trailer‐type camper?
4. Other attachable‐type camper?
5. Motorcycle, motor scooter, or moped (motorized bicycle)?
Page 55 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
6. Boat, with motor?
7. Boat, without motor?
8. Trailer other than a camper type, such as for a boat or cycle?
9. Private plane?
10. Any other vehicle?
95. Continue list
888.
Delete the line
SCREEN 3
^HaveHas_C ^YOU_YRCU purchased any ^other vehicles since the
first of ^REF_MONTH for someone outside of your household?
IF YES –
What kind of vehicle(s) did you purchase?
1. ^AutoOrTruck
2. Motor home
3. Trailer‐type camper
4. Other attachable‐type camper
5. Motorcycle, motor scooter, or moped (motorized bicycle)
6. Boat, with motor
7. Boat, without motor
8. Trailer other than a camper type, such as for a boat or cycle
9. Private plane
10. Any other vehicle
95. Continue list
888.
Delete the line
SCREEN 4
^HaveHas_C ^YOU_YRCU disposed of ^any_anyauto other vehicles
since the first of ^REF_MONTH?
IF YES –
Which kind of vehicle(s) did you dispose of?
1. ^AutoOrTruck
2. Motor home
3. Trailer‐type camper
4. Other attachable‐type camper
5. Motorcycle, motor scooter, or moped (motorized bicycle)
6. Boat, with motor?
7. Boat, without motor?
8. Trailer other than a camper type, such as for a boat or cycle?
9. Private aircraft?
10. Any other vehicle?
95. Continue list
888.
Delete the line
SCREEN 3
^HaveHas_C ^YOU_YRCU purchased any ^other vehicles since the first
of ^REF_MONTH for someone outside of your household?
IF YES –
What kind of vehicle(s) did you purchase?
1. ^AutoOrTruck
2. Motor home
3. Trailer‐type camper
4. Other attachable‐type camper
5. Motorcycle, motor scooter, or moped (motorized bicycle)
6. Boat, with motor
7. Boat, without motor
8. Trailer other than a camper type, such as for a boat or cycle
9. Private aircraft
10. Any other vehicle
95. Continue list
888.
Delete the line
SCREEN 4
^HaveHas_C ^YOU_YRCU disposed of ^any_anyauto other vehicles
since the first of ^REF_MONTH?
IF YES –
Which kind of vehicle(s) did you dispose of?
1. ^AutoOrTruck
2. Motor home
3. Trailer‐type camper
4. Other attachable‐type camper
5. Motorcycle, motor scooter, or moped (motorized bicycle)
Page 56 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
11
CEQ CAPI
Variable
FUELTYPE
Change Detail
Update skip instructions to
account for new business
expense screener BUSCREEN in
control card
201403 Wording/Specification
201502 Wording/Specification
6. Boat, with motor
7. Boat, without motor
8. Trailer other than a camper type, such as for a boat or cycle
9. Private plane
10. Any other vehicle
99. None/No more entries
888.
Delete the line
Special instructions:
4. Pre‐fill the PREFILL field with precode descriptions.
If 1, pre‐fill “Automobile, truck, van, minivan, or SUV”
If 2, pre‐fill “Motor home”
If 3, pre‐fill “Trailer type camper”
If 4, pre‐fill “Other attachable‐type camper”
If 5, pre‐fill “Motorcycle, motor scooter”
If 6, pre‐fill “Boat with a motor”
If 7, pre‐fill “Boat without a motor”
If 8, pre‐fill “Trailer other than camper”
If 9, pre‐fill “Private plane”
If 10, pre‐fill “Any other vehicle”
Skip instructions:
1: goto VEHICYR
2‐10: goto VEHBSNS
95: goto OVB_ITEM, next screen
99: goto S11_END
888: If no more grid lines, goto S11_END ELSE goto OVB_ITEM – next
line of grid
6. Boat, with motor
7. Boat, without motor
8. Trailer other than a camper type, such as for a boat or cycle
9. Private aircraft
10. Any other vehicle
99. None/No more entries
888.
Delete the line
Special instructions:
4. Pre‐fill the PREFILL field with precode descriptions.
If 1, pre‐fill “Automobile, truck, van, minivan, or SUV”
If 2, pre‐fill “Motor home”
If 3, pre‐fill “Trailer type camper”
If 4, pre‐fill “Other attachable‐type camper”
If 5, pre‐fill “Motorcycle, motor scooter”
If 6, pre‐fill “Boat with a motor”
If 7, pre‐fill “Boat without a motor”
If 8, pre‐fill “Trailer other than camper”
If 9, pre‐fill “Private aircraft”
If 10, pre‐fill “Any other vehicle”
Skip instructions:
1: goto VEHICYR
2‐10: IF CONTROLCARD.BUSCREEN=2 goto VEHNEWU ELSE goto
VEHBSNS
95: goto OVB_ITEM, next screen
99: goto S11_END
888: If no more grid lines, goto S11_END ELSE goto OVB_ITEM – next
line of grid
Is it fueled by –
Read each item on list.
1. Gasoline?
2. Diesel fuel?
3. Hybrid electric power?
Is it fueled by –
Read each item on list.
1. Gasoline?
2. Diesel fuel?
3. Hybrid electric power?
Page 57 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
4. Other – specify?
Skip instructions:
1‐3, DK, RF: Goto VEHBSNS
4: Goto FUELOTH
11
FUELOTH
Update skip instructions to
account for new business
expense screener BUSCREEN in
control card
Specify:
Skip instructions:
Goto VEHBSNS
4. Other – specify?
Skip instructions:
1‐3, DK, RF: IF CONTROLCARD.BUSCREEN=2 goto VEHNEWU ELSE Goto
VEHBSNS
4: Goto FUELOTH
Specify:
Skip instructions:
IF CONTROLCARD.BUSCREEN=2 goto VEHNEWU ELSE Goto VEHBSNS
11
VINTRATE
Lower range edit from 14 to 12
percent
11
VEHDISP
What was the interest rate?
Enter percent including decimal
Skip instructions:
00.00‐99.999 IF gt 14 then goto ERR1_VINTRATE
ELSE goto PMT1YR
DK, RF: goto PMT1YR
How did you dispose of the ^AutoDesc_Fill?
1. Sold
2. Traded in
3. Given away or donated to someone outside the household,
including students away at school
4. Damaged beyond repair
5. Stolen
6. Other
Skip instructions:
1‐5, DK, RF: goto VDISPMO
6: goto DISPOTHV
See VEHDISP_Fill in fill requirements
What was the interest rate?
Enter percent including decimal
Skip instructions:
00.00‐99.999 IF gt 12 then goto ERR1_VINTRATE
ELSE goto PMT1YR
DK, RF: goto PMT1YR
How did you dispose of the ^AutoDesc_Fill?
1. Sold
2. Traded in
3. Given away or donated to someone outside the household,
including students away at school
4. Totaled (damaged beyond repair)
5. Stolen
6. Other
Skip instructions:
1‐5, DK, RF: goto VDISPMO
6: goto DISPOTHV
See VEHDISP_Fill in fill requirements
11
VDISPMO
Update AutoDesc_Fill due
to changing “plane” to
“aircraft”
Reword response #4 from
“Damaged beyond repair”
to “Totaled (damaged
beyond repair)”
Update VEHDISP_Fill to reflect
rewording of option 4
Page 58 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
11
REIMBURS
Change “plane” to “aircraft” for See AutoDesc_Fill in fill requirements
item 9 in AutoDesc_Fill
See AutoDesc_Fill in fill requirements
11
EXREIMB
Change “plane” to “aircraft” for See AutoDesc_Fill in fill requirements
item 9 in AutoDesc_Fill
See AutoDesc_Fill in fill requirements
11
LOANSTAT
See AutoDesc_Fill and VEHDISP_Fill in fill requirements
Change Detail
11
ANYOTHR
Update AutoDesc_Fill due
to changing “plane” to
“aircraft”
Update VEHDISP_Fill to
reflect rewording of option
4
201403 Wording/Specification
See AutoDesc_Fill and VEHDISP_Fill in fill requirements
201502 Wording/Specification
Change “plane” to “aircraft” for See AutoDesc_Fill in fill requirements
item 9 in AutoDesc_Fill
See AutoDesc_Fill in fill requirements
Change Detail
201502 Wording/Specification
Section 12A changes
CEQ
Section
CEQ CAPI
Variable
12A
VOPEXPX
201403 Wording/Specification
Decrease upper bound of range What was the total cost?
edit from 335 to 100 for tire
Skip instructions:
repair (VOPSERVY=150)
1‐99999: IF (VOPSRVY=100 and AMOUNT lt 8 or gt 89) OR
(VOPSERVY=110 and AMOUNT lt 10 or gt 1500) 0R
(VOPSERVY=130 and AMOUNT lt 16 or gt 211) 0R
(VOPSERVY=140 and AMOUNT lt 20 or gt 1000) 0R
(VOPSERVY=150 and AMOUNT lt 5 or gt 335) 0R
(VOPSERVY=160 and AMOUNT lt 8 or gt 690) 0R
(VOPSERVY=380 and AMOUNT lt 6 or gt 3000) 0R
(VOPSERVY=320 and AMOUNT lt 15 or gt 4000) 0R
(VOPSERVY=330 and AMOUNT lt 22 or gt 1000) 0R
What was the total cost?
Skip instructions:
1‐99999: IF (VOPSRVY=100 and AMOUNT lt 8 or gt 89) OR
(VOPSERVY=110 and AMOUNT lt 10 or gt 1500) 0R
(VOPSERVY=130 and AMOUNT lt 16 or gt 211) 0R
(VOPSERVY=140 and AMOUNT lt 20 or gt 1000) 0R
(VOPSERVY=150 and AMOUNT lt 5 or gt 100) 0R
(VOPSERVY=160 and AMOUNT lt 8 or gt 690) 0R
(VOPSERVY=380 and AMOUNT lt 6 or gt 3000) 0R
(VOPSERVY=320 and AMOUNT lt 15 or gt 4000) 0R
(VOPSERVY=330 and AMOUNT lt 22 or gt 1000) 0R
Page 59 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
(VOPSERVY=360 and AMOUNT lt 5 or gt 1700) 0R
(VOPSERVY=367 and AMOUNT lt 2 or gt 100) 0R
(VOPSERVY=370 and AMOUNT lt 5 or gt 1000) then goto
ERR1_AMOUNT
ELSEIF (VOPSERVY and the entry in AMOUNT for this record are
equal to any records data on the pre‐chart/input then goto
ERR_DUP
ELSE goto VOPTAX
DK, RF: goto C
(VOPSERVY=360 and AMOUNT lt 5 or gt 1700) 0R
(VOPSERVY=367 and AMOUNT lt 2 or gt 100) 0R
(VOPSERVY=370 and AMOUNT lt 5 or gt 1000) then goto
ERR1_AMOUNT
ELSEIF (VOPSERVY and the entry in AMOUNT for this record are
equal to any records data on the pre‐chart/input then goto
ERR_DUP
ELSE goto VOPTAX
DK, RF: goto C
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Update skip instructions to
account for new business
expense screener BUSCREEN in
control card
Was any of this expense for diesel fuel?
Was any of this expense for diesel fuel?
Section 12C changes
CEQ
Section
CEQ CAPI
Variable
12C
VOPDIES
12C
VOPDIESX
Update skip instructions to
account for new business
expense screener BUSCREEN in
control card
1. Yes
2. No
3. Yes
4. No
Skip instructions:
Skip instructions:
1: goto VOPDIESX
1: goto VOPDIESX
2, DK, RF: goto VOPBSNS
2, DK, RF: IF CONTROLCARD.BUSCREEN=2 goto VOPOIL ELSE goto
VOPBSNS
How much?
How much?
Skip instructions:
Skip instructions:
1‐9999: IF (VOPDIESX lt 5 or gt 800) then goto ERR1_VOPDIESX
1‐9999: IF (VOPDIESX lt 5 or gt 800) then goto ERR1_VOPDIESX
ELSEIF (VOPDIESX gt VOPGASX) then goto CK_VOPDIESX
ELSEIF (VOPDIESX gt VOPGASX) then goto CK_VOPDIESX
ELSE goto VOPBSNS
ELSEIF CONTROLCARD.BUSCREEN=2 goto VOPOIL ELSE
Page 60 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
DK, RF: Goto VOPBSNS
201502 Wording/Specification
ELSE goto VOPBSNS
DK, RF: IF CONTROLCARD.BUSCREEN=2 goto VOPOIL
ELSE Goto VOPBSNS
12C
12C
12C
VOPOIL
VOPOILX
VOPTOLLX
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews (all
interviews should go to
VOPFLUID)
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews (all
interviews should go to
VOPFLUID)
Increase upper bound of range
edit from 35 to 200
Since the first of ^REF_MONTH not including this month –
Since the first of ^REF_MONTH not including this month –
Have ^YOU_ANYMEM purchased any oil for operating vehicles?
Have ^YOU_ANYMEM purchased any oil for operating vehicles?
1. Yes
2. No
1. Yes
2. No
Skip instructions:
Skip instructions:
1:go to VOPOILX
1:go to VOPOILX
2, DK, RF: if INTNMBR=1 then go to S12C_END else go to VOPFLUID
What was the total cost?
2, DK, RF: go to VOPFLUID
What was the total cost?
Skip instructions:
Skip instructions:
1‐9999, DK, RF: If INTNMBR=1 then go to S12C_END else go to
VOPFLUID
1‐9999, DK, RF: go to VOPFLUID
How much was paid, not including any payments made this
month?
How much was paid, not including any payments made this month?
Store instructions:
If VOPTOLLX=1‐35, DK or RF then store EMPTY in VOPT_LLX
Skip instructions:
1‐99999: IF VOPTOLLX gt 35 then goto ERR1_VOPTOLLX ELSE goto
VOPDOCK
Store instructions:
If VOPTOLLX=1‐200, DK or RF then store EMPTY in VOPT_LLX
Skip instructions:
1‐99999: IF VOPTOLLX gt 200 then goto ERR1_VOPTOLLX ELSE goto
VOPDOCK
DK, RF: goto VOPDOCK
DK, RF: goto VOPDOCK
Page 61 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
12C
S12C_END
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Update store instructions by
removing references to
differentiating 1st interviews
from other interviews.
Store instructions:
Store instructions:
IF (TANKGAS=2, DK, or RF) OR (TANKGASX=1‐9999, DK, or RF) or
IF (TANKGAS=2, DK, or RF) OR (TANKGASX=1‐9999, DK, or RF) then
(INTNMBR=1 and ((VOPOIL=2,DK, or RF) or (VOPOILX=1‐999, DK, or
Set VOT_STAT=1
RF) ) ) then
Set VOT_ORIG=1
Set VOT_STAT=1
Set S12C_END=1
Set VOT_ORIG=1
Set S12C_END=1
Section 14B changes
CEQ
Section
CEQ CAPI
Variable
14B
IHB_ITEM
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Delete reference to interviews
2‐5 in FR instruction.
^IHBITEM
^IHBITEM
Do not report Medicare Prescription Drug plans (Medicare Part
D) here. Medicare Prescription Drug plans are collected in
Section 14C in Interviews 2 through 5.
1. Hospitalization or health insurance plans
99. None/no more entries
Do not report Medicare Prescription Drug plans (Medicare Part D)
here. Medicare Prescription Drug plans are collected in Section 14C
1. Hospitalization or health insurance plans
99. None/no more entries
IHBITEM fill instructions:
IHBITEM fill instructions:
If INTNMBR=1 or (NEWCU=1 and prechart is blank), fill “Do
^YOU_ANYMEM have any hospitalization or health insurance plans or
If INTNMBR=1 or (NEWCU=1 and prechart is blank), fill “Do
^YOU_ANYMEM have any hospitalization or health insurance plans belong to a plan that pays all or part of your medical expenses?
or belong to a plan that pays all or part of your medical expenses? Include policies paid for someone outside your household and please
consider any special purpose plans you may have, such as dental,
Include policies paid for someone outside your household and
vision, or prescription drug insurance.”
please consider any special purpose plans you may have, such as
dental, vision, or prescription drug insurance.”
Page 62 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Else fill “Since the first of ^REF_MONTH, have ^YOU_ANYMEM
purchased any ^S14_additional health or hospitalization
insurance? Include any policies paid for someone outside your
household.”
Else fill “Since the first of ^REF_MONTH, have ^YOU_ANYMEM
purchased any ^S14_additional health or hospitalization insurance?
Include any policies paid for someone outside your household.”
Skip instructions:
1: go to HINSCMP
99: go to S14B_END
14B
HHIBCBS
Update skip instructions to
reflect new TRICARE question
888: if no more grid lines then go to S14B_END Else go to ITEM –
next line of grid
Do not read to respondent.
Skip instructions:
1: go to HINSCMP
99: go to S14B_END
888: if no more grid lines then go to S14B_END Else go to ITEM – next
line of grid
Do not read to respondent.
Is the insurance company Blue Cross/Blue Shield?
Is the insurance company Blue Cross/Blue Shield?
1. Yes
2. No
1. Yes
2. No
Skip isntructions:
Skip isntructions:
Goto HHICOVQ
1: Goto HHICOVQ
2: Goto TRICARE
14B
TRICARE
New FR‐only question on
whether the insurance
company is Tricare. Note store
instructions. (Check with Neil,
but we likely will not be
outputting this variable so that
we don’t have to change the
DB here.)
n/a
Do not read to respondent.
Is the insurance company Tricare?
1. Yes
2. No
Store instructions:
If TRICARE=1, store 5 in HHICODE
Skip isntructions:
Page 63 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
14B
HHICOVQ
Change Detail
201403 Wording/Specification
Update skip instructions due to How many household members are/were covered by this policy?
new TRICARE question (if
Skip instructions:
TRICARE=1, skip HHICODE)
0‐30: If HHICOVQ gt number of active members of the persons
roster then goto CK_HHICOVQ
ELSE goto HHICODE
DK, RF: Goto HHICODE
201502 Wording/Specification
Goto HHICOVQ
How many household members are/were covered by this policy?
Skip instructions:
0‐30: If HHICOVQ gt number of active members of the persons roster
then goto CK_HHICOVQ
ELSEIF TRICARE=1 goto HHIGROUP
ELSE goto HHICODE
DK, RF: IF TRICARE=1 goto HHIGROUP
ELSE goto HHICODE
14B
New help
screen for
HHIBCBS
Add help screen for HHIBCBS
question with the information
in the 201502 column
N/A
14B
HHIGROUP
Update skip instructions to
accommodate new questions
Was the policy obtained on an individual or group basis?
1. Individually obtained
Blue Cross Blue Shield company names:
Anthem
Blue Cross Blue Shield
Blue Cross
Capital Blue Shield
CareFirst
Empire
Excellus
Hawaii Medical Service Association
Health Care Service Corporation
Highmark
Horizon
Independence Blue Cross
Mountain State Blue Cross Blue Shield
Premera
Regence Blue Cross/Blue Shield
Wellmark
Was the policy obtained on an individual or group basis?
1. Individually obtained
Page 64 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
for exchanges (but skip for
Tricare (TRICARE=1))
201502 Wording/Specification
2. Group through place of employment
3. Group through other organization
2. Group through place of employment
3. Group through other organization
Skip instructions:
Skip instructions:
Goto HHIPRYOU
1, 3, DK, RF: If TRICARE=1 goto HHIPRYOU ELSE goto PORTAL
2: Goto HHIPRYOU
14B
New question New question (if HHIGROUP=1,
PORTAL
3, DK, RF) to capture whether
policy was obtained on an
exchange
n/a
14B
New question New question (if PORTAL=1) to
PORTPLAN
capture exchange plan level
n/a
14B
HHIPROUT
Who pays the policy premiums?
14B
HHIRPMPD
Udpated skip instructions due
to new healthcare exchange
questions. If answer to PORTAL
is ‘yes’, instrument will now
skip to PREMSUBS after
HHIPROUT
Udpated skip instructions due
to new healthcare exchange
Was the policy obtained through ^ST_PORTAL Healthcare.gov?
1. Yes
2. No
Skip instructions:
1: goto PORTPLAN
2, DK, RF: goto HHIPRYOU
Is this policy a platinum, gold, silver, bronze, or catastrophic plan?
1. Platinum plan
2. Gold plan
3. Silver plan
4. Bronze plan
5. Catastrophic plan
Skip instructions:
Goto HHIPRYOU
Who pays the policy premiums?
1. An employer or union?
2. Another group or persons outside your household?
1. An employer or union?
2. Another group or persons outside your household?
Skip instructions:
Skip instructions:
Goto HHIMORE
If PORTAL=1 goto PREMSUBS else goto HHIMORE
Enter time period for premium payments
1. Once a week
Enter time period for premium payments
1. Once a week
Page 65 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
2.
3.
4.
5.
6.
7.
8.
9.
10.
questions. If answer to PORTAL
is ‘yes’, instrument will now
skip to PREMSUBS for
responses 1‐9.
14B
HHICMXXB
Updated skip instructions due
to new healthcare exchange
questions. If answer to PORTAL
is ‘yes’, instrument will now
skip to PREMSUBS.
Once every 2 weeks
Twice a month
Once a month
Every 2 months
Quarterly (every 3 months)
Once every 4 months
Twice a year (every 6 months)
Once a year
Other
PREMSUBS
New question for policies with
PORTAL=1 to capture whether
the premiums is subsidized or
not
2.
3.
4.
5.
6.
7.
8.
9.
10.
Once every 2 weeks
Twice a month
Once a month
Every 2 months
Quarterly (every 3 months)
Once every 4 months
Twice a year (every 6 months)
Once a year
Other
Skip instructions:
Skip instructions:
1‐9: goto HHIMORE
1‐9: If PORTAL=1 goto PREMSUBS else goto HHIMORE
10, DK, RF: goto HHIRGXB
10, DK, RF: goto HHIRGXB
How much was paid this month?
How much was paid this month?
Skip instructions:
Skip instructions:
0‐99999: If (HHICODE=1 and HHICMXXB lt 6 or gt 488) OR
(HHICODE=2 and HHICMXXB lt 5 or gt 597) OR (HHICODE=3 and
HHICMXXB lt 8 or gt 525) OR (HHICODE=4 and HHICMXXB lt 5 or
gt 316) then goto ERR1_HHICMXXB)
ELSE goto HHIMORE
0‐99999: If (HHICODE=1 and HHICMXXB lt 6 or gt 488) OR (HHICODE=2
and HHICMXXB lt 5 or gt 597) OR (HHICODE=3 and HHICMXXB lt 8
or gt 525) OR (HHICODE=4 and HHICMXXB lt 5 or gt 316) then goto
ERR1_HHICMXXB)
ELSEIF PORTAL=1 goto PREMSUBS
ELSE goto HHIMORE
DK, RF: goto HHIMORE
14B
201502 Wording/Specification
n/a
DK, RF: IF PORTAL=1 goto PREMSUBS ELSE goto HHIMORE
Is the cost of the premium subsidized based on ^YR_YRCUS income?
Subsidized health coverage is insurance with a reduced premium.
Low and middle income families are eligible to receive tax credits
that allow them to pay lower premiums for insurance bought
through healthcare exchanges or marketplaces.
1. Yes
2. No
Page 66 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Skip instructions:
1: goto HHISUBSPD
2, DK, RF: goto HHIMORE
Is the subsidy paid directly to the health insurance company?
1. Yes
2. No
Skip instructions:
Goto HHIMORE
14B
HHISUBPD
New question for policies with
PREMSUBS=1 to capture
whether the subsidy is paid
directly to the insurance
company
n/a
14B
S14B_END
Update skip instructions by
removing references to
differentiating 1st interviews
from other interviews (all
interviews should go to Section
14 Part C)
If not more policies and INTNMBR=1 then go to S14_END in Section If no more policies then go to Section 14C – BSECT14C
14C
If no more policies and INTNMBR=2‐5 then go to Section 14C –
BSECT14C
Section 14C changes
CEQ
Section
CEQ CAPI
Variable
14C
Change Detail
201403 Wording/Specification
201502 Wording/Specification
BSECT14C
Update universe to reflect all
interviews
All 2nd – 5th interviews
All interviews
14C
CHGHHMCR
Update universe to reflect
interviews 2‐5
(INTNMBR=3‐5) AND (8500.HHMCRENR=1)
(INTNMBR=2‐5) AND (8500.HHMCRENR=1)
14C
HHMCRENR
Universe: (INTNMBR=2‐5) AND (8500.HHMCRENR ne 1)
Universe: (INTNMBR=1‐5) AND (8500.HHMCRENR ne 1)
Are ^YOU_ANYMEM presently enrolled in Medicare? Medicare is
the Federal Health Insurance Plan.
Are ^YOU_ANYMEM presently enrolled in Medicare? Medicare is the
Federal Health Insurance Plan.
Update skip instructions to
reflect 1st interviews
instead of 2nd interviews in
skip instructions
Page 67 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
Update universe to reflect
interviews 1‐5
201403 Wording/Specification
Skip instructions:
Skip instructions:
1: if NUMHOUSE=1 and (INTNMBR=2 or new CU) go to HHPARTD
1: if NUMHOUSE=1 and (INTNMBR=1 or new CU) go to HHPARTD
Else if NUMHOUSE=1 and 8500.HHPARTD=1 go to
BUPDATEDPblock
Else if NUMHOUSE=1 and 8500.HHPARTD=1 go to BUPDATEDPblock
Else go to HHMCRCOV
2, DK, RF: if 8500.MDCDENR=1 then go to CHGMDCDE
HHMCRCOV
Update skip instructions to
reflect 1st interviews instead of
2nd interviews in skip
instructions
1. Yes
2. No
1. Yes
2. No
Else if NUMHOUSE=1 go to RETPARTD
14C
201502 Wording/Specification
Else if NUMHOUSE=1 go to RETPARTD
Else go to HHMCRCOV
2, DK, RF: if 8500.MDCDENR=1 then go to CHGMDCDE
Else go to MDCDENR
Else go to MDCDENR
How many members of your household are covered by Medicare?
How many members of your household are covered by Medicare?
Skip instructions:
Skip instructions:
If INTNMBR=2 OR new CU then go to HHPARTD
If INTNMBR=1 OR new CU then go to HHPARTD
Else if 8500.HHPARTD=1 then go to BUPDATEDP block
Else if 8500.HHPARTD=1 then go to BUPDATEDP block
Else go to RETPARTD
Else go to RETPARTD
14C
STILDRUG
Update universe to reflect
interviews 2‐5
(INTNMBR=3‐5) AND (MEMBNO= Any 8500.PRTDMBNO)
(INTNMBR=2‐5) AND (MEMBNO= Any 8500.PRTDMBNO)
14C
RETPARTD
Update universe to reflect
interviews 2‐5
(INTNMBR=3‐5 and NEWCU ne 1) AND (there exist values of
MEMBNO that do not match any value of 8500.PRTDMBNO)
(INTNMBR=2‐5 and NEWCU ne 1) AND (there exist values of MEMBNO
that do not match any value of 8500.PRTDMBNO)
14C
HHPARTD
Update universe to reflect 1st
interviews
(INTNMBR=2 or New CU)
(INTNMBR=1 or New CU)
Page 68 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
14C
DRUGPLAN
Who ^enrolled in a Medicare Prescription Drug plan?
Who ^enrolled in a Medicare Prescription Drug plan?
Update special instructions
to reflect 1st and 2nd
interviews properly
Update ENROLLED fill
instructions in question
wording to reflect 1st
interviews instead of 2nd
interviews
Enter line numbers for all that apply, separate with commas.
Enrolled fill instructions:
Enrolled fill instructions:
If this is a new CU (NEWCU=1) OR INTNMBR=2, fill “is enrolled” ELSE
fill “enrolled”
If this is a new CU (NEWCU=1) OR INTNMBR=1, fill “is enrolled” ELSE fill
“enrolled”
Special instructions:
Special instructions:
1. INTNMBR=2 or new CUs in INTNMBR 3‐5, display all active
CU members.
2. INTNMBER=3‐5 and not a new CU, display all active CU
members who did not report being enrolled in the Medicare
Prescription Drug plan before at anytime.
14C
CHGMDCDE
Add MDCDST fill to the
Medicaid questions
(CHGMDCDE, MDCDENR,
MDCDCOV), displaying the
state name after
“Medicaid” with a slash in
between the two. (see Fills
reqts for MDCDST fill
description)
Replace OTHPLAN with
new OTHMED question and
replace STILLOTH with new
STLOTHMD question in skip
instructions
Enter line numbers for all that apply, separate with commas.
1. INTNMBR=1 or new CUs in INTNMBR 2‐5, display all active CU
members.
2. INTNMBER=2‐5 and not a new CU, display all active CU
members who did not report being enrolled in the Medicare
Prescription Drug plan before at anytime.
^CHGMDCDEfill
^CHGMDCDEfill
1. Yes
2. No
1. Yes
2. No
CHGMDCDEfill:
CHGMDCDEfill:
If single‐person household (NUMHOUSE=1), fill “Last time you said
that you were enrolled in Medicaid. Has that changed?”
If single‐person household (NUMHOUSE=1), fill “Last time you said that
you were enrolled in Medicaid^MDCDST. Has that changed?”
Else fill “Last time you said that ^8500MDCDCOV ^MEMBARE
enrolled in Medicaid. Has the number of household members
enrolled in Medicaid changed?”
Else fill “Last time you said that ^8500MDCDCOV ^MEMBARE enrolled
in Medicaid^MDCDST. Has the number of household members
enrolled in Medicaid^MDCDST changed?”
Skip instructions:
Skip instructions:
1: If NUMHOUSE gt 1 then goto MDCDCOV
1: If NUMHOUSE gt 1 then goto MDCDCOV
ELSEIF 8500.OTHPLAN=1 then goto STILLOTH
ELSEIF 8500.OTHMED=1 then goto STLOTHMD
Page 69 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
Else goto OTHPLAN
2, DK, RF: If 8500.OTHPLAN=1 then goto STILLOTH
ELSE goto OTHPLAN
14C
MDCDENR
14C
MDCDCOV
Add MDCDST fill to the
Medicaid questions
(CHGMDCDE, MDCDENR,
MDCDCOV), displaying the
state name after
“Medicaid” with a slash in
between the two. (see Fills
reqts for MDCDST fill
description)
Replace OTHPLAN with
new OTHMED question and
replace STILLOTH with new
STLOTHMD question in skip
instructions
Are ^YOU_ANYMEM enrolled in Medicaid?
Add MDCDST fill to the
Medicaid questions
(CHGMDCDE, MDCDENR,
MDCDCOV), displaying the
state name after
“Medicaid” with a slash in
between the two. (see Fills
reqts for MDCDST fill
description)
Replace OTHPLAN with
new OTHMED question and
How many members of your household are covered by Medicaid?
1. Yes
2. No
201502 Wording/Specification
Else goto OTHMED
2, DK, RF: If 8500.OTHMED=1 then goto STLOTHMD
ELSE goto OTHMED
Are ^YOU_ANYMEM enrolled in Medicaid^MDCDST?
1. Yes
2. No
Skip instructions:
Skip instructions:
1: If NUMHOUSE gt 1 then goto MDCDCOV
1: If NUMHOUSE gt 1 then goto MDCDCOV
ELSEIF 8500.OTHPLAN=1 then goto STILLOTH
ELSEIF 8500.OTHMED=1 then goto STLOTHMD
ELSE goto OTHPLAN
ELSE goto OTHMED
2, DK, RF: IF 8500.OTHPLAN=1 then goto STILLOTH
ELSE goto OTHPLAN
Skip instructions:
If MDCDCOV gt the number of CU members then goto
CK_MDCDCOV
2, DK, RF: IF 8500.OTHMED=1 then goto STLOTHMD
ELSE goto OTHMED
How many members of your household are covered by
Medicaid^MDCDST?
Skip instructions:
If MDCDCOV gt the number of CU members then goto CK_MDCDCOV
ELSEIF 8500.OTHPLAN=1 then goto STILLOTH
ELSEIF 8500.OTHMED=1 then goto STLOTHMD
ELSE goto OTHPLAN
ELSE goto OTHMED
Page 70 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Are ^YOU_ANYMEM still covered by a plan other than Medicare or
Medicaid, such as TRICARE or military health care?
Delete question.
replace STILLOTH with new
STLOTHMD question in skip
instructions
14C
STILLOTH
Delete question (replaced by
new STLOTHMD question).
1. Yes
2. No
Skip instructions:
Goto S14C_END
14C
OTHPLAN
Delete question (replaced by
new OTHMED question).
Are ^YOU_ANYMEM covered by any plan other than Medicare or
Medicaid such as TRICARE or military health care?
Delete question.
1. Yes
2. No
Skip instructions:
Goto S14C_END
14C
STLOTHMD
New question that replaces
STILLOTH in skip paths.
n/a
Are ^YOU_ANYMEM still covered by a plan such as VA Medical,
CHAMPVA, CHIP ^ST_CHIP, or Indian Health Service (IHS)?
1. Yes
2. No
Skip instructions:
Goto S14C_END
14C
OTHMED
ADDNew question that
replaces OTHPLAN in skip
paths.
n/a
Are ^YOU_ANYMEM covered by a plan such as VA Medical,
CHAMPVA, CHIP ^ST_CHIP, or Indian Health Service (IHS)?
1. Yes
Page 71 of 119
CEQ 2015 CAPI Instrument Requirements
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Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
2. No
Store instructions:
If OTHMED=1 and NUMHOUSE=1, set OTHMDCOV=1
Skip instructions:
1: if NUMHOUSE gt 1 goto OTHMDCOV else goto S14C_END
14C
14C
OTHMDCOV
S14_END
n/a
New question that picks up
number of CU members
covered by programs listed in
OTHMED after saying ‘yes’ to
OTHMED. Note that we will not
update this quantity in
subsequent interviews (we will
not ask how many covered
when answer to
STLOTHMD=yes).
How many members of your household are covered by these plans?
Update setting section
complete flags
Set the section complete flag
Set the section complete flag
If INTNMBR=1: Only 14B needs to be complete:
If [(any IHB_ITEM=99) or (HHIMORE=1, 2,DK, or RF for line 12) OR
(IHB_ITEM=888 for line 12)] AND [((OTHMED=2,DK, or RF) OR
(OTHMED=1 and OTHMDCOV = entry, DK, RF) or STLOTHMD=1, 2, DK,
or RF)] then set SECTCOMB(14)=1
to remove distinction
between 1st interviews and
all other interviews (all
interviews need 14C to be
complete).
Replace STILLOTH and
OTHPLAN with new
STLOTHMD, OTHMED, and
OTHMDCOV questions
Skip instructions:
Goto S14C_END
If (any IHB_ITEM=99) OR (HHIMORE=1, 2, DK or RF for line
12) OR (IHB_ITEM=888 for line 12) then set
SECTCOMP(14)=1
If INTNMBR=2‐5: 14B and 14C need to be complete:
If [(any IHB_ITEM=99) or (HHIMORE=1, 2,DK, or RF for line 12) OR
(IHB_ITEM=888 for line 12)] AND [(OTHPLAN=1, 2,DK, or RF or
STILLOTH=1, 2, DK, or RF)] then set SECTCOMB(14)=1
Page 72 of 119
CEQ 2015 CAPI Instrument Requirements
Section 16 changes
CEQ
Section
CEQ CAPI
Variable
16
16
Change Detail
201403 Wording/Specification
201502 Wording/Specification
EDA_ITEM
Add “including pre‐paid
tuition” to 3. Tuition
Since the first of ^REF_MONTH, have ^YOU_ANYMEM paid for any –
Read each item on list.
Babysitting and in‐home daycare are collected in Section 19A
Do not include payments on student loans. They are collected
in Section 22.
1. Recreational lessons or other instructions?
2. Preschool or child day care centers?
3. Tuition, including pre‐paid tuition?
4. Housing while attending school?
5. Food or board while attending school?
6. Private school bus service?
7. Test preparation or tutoring services?
8. Purchase of any school books, supplies, or equipment which
has not already been reported?
9. Other school related expenses not already reported?
Skip instructions: goto EDUDESC
EDUCMB
Add “including pre‐paid
tuition” to 3. Tuition
Since the first of ^REF_MONTH, have ^YOU_ANYMEM paid for any
–
Read each item on list.
Babysitting and in‐home daycare are collected in Section
19A
Do not include payments on student loans. They are
collected in Section 22.
1. Recreational lessons or other instructions?
2. Preschool or child day care centers?
3. Tuition?
4. Housing while attending school?
5. Food or board while attending school?
6. Private school bus service?
7. Test preparation or tutoring services?
8. Purchase of any school books, supplies, or equipment
which has not already been reported?
9. Other school related expenses not already reported?
Skip instructions: goto EDUDESC
What was combined with ^S16_ITEMNAME?
Enter all that apply, separate with commas
1. Recreational lessons or other instructions?
2. Preschool or child day care centers?
3. Tuition?
4. Housing while attending school?
5. Food or board while attending school?
6. Private school bus service?
7. Test preparation or tutoring services?
8. Purchase of any school books, supplies, or equipment which
has not already been reported?
What was combined with ^S16_ITEMNAME?
Enter all that apply, separate with commas
1. Recreational lessons or other instructions?
2. Preschool or child day care centers?
3. Tuition, including pre‐paid tuition?
4. Housing while attending school?
5. Food or board while attending school?
6. Private school bus service?
7. Test preparation or tutoring services?
8. Purchase of any school books, supplies, or equipment which
has not already been reported?
Page 73 of 119
CEQ 2015 CAPI Instrument Requirements
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Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
9. Other school related expenses not already reported?
77. Misc. combined (unable to specify/DK)
16
EDUMORE
Update S16_ITEMNAME fill to
reflect adding “, including pre‐
paid tuition” to item 3 (tuition)
201502 Wording/Specification
9. Other school related expenses not already reported?
77. Misc. combined (unable to specify/DK)
Skip instructions: goto REIMB
See S16_ITEMNAME in fill requirements
Skip instructions: goto REIMB
See S16_ITEMNAME in fill requirements
Section 17 changes
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
17
SUB_ITEM
SCREEN 1
Since the first of ^REF_MONTH have ^YOU_ANYMEM had any
membership costs or other expenses related to any of the
following? Do not include contributions to or membership in
religious, professional, business, or other tax deductible
organizations.
Read each item on list
1. Golf courses or country clubs
2. Health clubs, fitness centers, swimming pools, weight loss
centers, or other sports or recreational organizations
3. Fees for participating in sports such as golf, bowling, bikng,
hockey, football, or swimming
4. Vacation clubs
5. Civic, service, fraternal, or other social organizations
6. Credit card membership fees
7. Shopping club memberships including warehouse clubs like
Sam’s Club and discount memberships like Amazon Prime
8. Direct or online dating services
SCREEN 2
SCREEN 1
Since the first of ^REF_MONTH have ^YOU_ANYMEM had any
membership costs or other expenses related to any of the following?
Do not include contributions to or membership in religious,
professional, business, or other tax deductible organizations.
Read each item on list
1. Golf courses or country clubs
2. Health clubs, fitness centers, swimming pools, weight loss centers,
or other sports or recreational organizations
3. Fees for participating in sports such as golf, bowling, bikng, hockey,
football, or swimming
4. Vacation clubs
5. Civic, service, fraternal, or other social organizations
6. Credit card membership fees
7. Shopping club memberships including warehouse clubs like Sam’s
Club and discount memberships like Amazon Prime
8. Direct or online dating services
SCREEN 2
Delete item code for
“Encyclopedias or other
reference books”
Renumber subsequent
item codes
Reword item 18 from “Film
processing or the printing
of digital photography” to
“Photo printing or
processing”
Reword prefill for item 18
from “Film
processing/digital photo
prints” to “Photo
printing/processing”
Page 74 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased
any of the following items for your household or for someone
outside your household?
Read each item on list
9. Single or season tickets to spectator sports events such as
football, baseball, hockey, racing, or track events
10. Single or season tickets to plays, operas, or concerts
11. Tickets to movies, parks, or museums
12. Single copies of newspapers, magazines, or periodicals, including
digital
13. Subscriptions to newspapers, magazines, or periodicals,
including digital
14. Encyclopedias or other reference books
15. Books purchased through a book club
16. Books or digital books not purchased through a book club. Do
not include school books or reference books.
SCREEN 3
Have you purchased any –
Read each item on list
Report blank tapes, CDs, and DVDs in Section 6B under item
code 11
17. Photographic film or disposable cameras
18. Film processing or the printing of digital photography
19. Purchased music files, CDs, or records
20. Subscription music services such as Rhapsody or Pandora
21. Purchased video files, Blu‐Ray discs, or DVDs
22. Rented video files or DVDs
23. Streaming video subscriptions
24. Purchased video games, not including computer games
25. Rented video games
26. Applications, games, or ringtones for a cellphone or mobile
device not already reported
27. Online games or other internet entertainment sites
Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased any
of the following items for your household or for someone outside
your household?
Read each item on list
9. Single or season tickets to spectator sports events such as football,
baseball, hockey, racing, or track events
10. Single or season tickets to plays, operas, or concerts
11. Tickets to movies, parks, or museums
12. Single copies of newspapers, magazines, or periodicals, including
digital
13. Subscriptions to newspapers, magazines, or periodicals, including
digital
14. Books purchased through a book club
15. Books or digital books not purchased through a book club. Do not
include school books or reference books.
SCREEN 3
Have you purchased any –
Read each item on list
Report blank tapes, CDs, and DVDs in Section 6B under item code
11
16. Photographic film or disposable cameras
17. Photo printing or processing
18. Purchased music files, CDs, or records
19. Subscription music services such as Rhapsody or Pandora
20. Purchased video files, Blu‐Ray discs, or DVDs
21. Rented video files or DVDs
22. Streaming video subscriptions
23. Purchased video games, not including computer games
24. Rented video games
25. Applications, games, or ringtones for a cellphone or mobile device
not already reported
26. Online games or other internet entertainment sites
Page 75 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Store instructions:
Assign a code to S17CODEA:
If ITEM=1, store 800 in S17CODEA
If ITEM=2, store 830 in S17CODEA
If ITEM=3, store 610 in S17CODEA
If ITEM=4, store 950 in S17CODEA
If ITEM=5, store 810 in S17CODEA
If ITEM=6, store 820 in S17CODEA
If ITEM=7, store 840 in S17CODEA
If ITEM=8, store 930 in S17CODEA
If ITEM=9, store 600 in S17CODEA
If ITEM=10, store 500 in S17CODEA
If ITEM=11, store 510 in S17CODEA
If ITEM=12, store 160 in S17CODEA
If ITEM=13, store 150 in S17CODEA
If ITEM=14, store 700 in S17CODEA
If ITEM=15, store 200 in S17CODEA
If ITEM=16, store 210 in S17CODEA
If ITEM=17, store 300 in S17CODEA
If ITEM=18, store 310 in S17CODEA
If ITEM=19, store 320 in S17CODEA
If ITEM=20, store 330 in S17CODEA
If ITEM=21, store 340 in S17CODEA
If ITEM=22, store 350 in S17CODEA
If ITEM=23, store 360 in S17CODEA
If ITEM=24, store 370 in S17CODEA
If ITEM=25, store 380 in S17CODEA
If ITEM=26, store 400 in S17CODEA
If ITEM=27, store 410 in S17CODEA
Special instructions:
2. Prefill the PREFIL and DESCRIPTION field with the following
descriptions. Gray out the PREFIL field.
Store instructions:
Assign a code to S17CODEA:
If ITEM=1, store 800 in S17CODEA
If ITEM=2, store 830 in S17CODEA
If ITEM=3, store 610 in S17CODEA
If ITEM=4, store 950 in S17CODEA
If ITEM=5, store 810 in S17CODEA
If ITEM=6, store 820 in S17CODEA
If ITEM=7, store 840 in S17CODEA
If ITEM=8, store 930 in S17CODEA
If ITEM=9, store 600 in S17CODEA
If ITEM=10, store 500 in S17CODEA
If ITEM=11, store 510 in S17CODEA
If ITEM=12, store 160 in S17CODEA
If ITEM=13, store 150 in S17CODEA
If ITEM=14, store 200 in S17CODEA
If ITEM=15, store 210 in S17CODEA
If ITEM=16, store 300 in S17CODEA
If ITEM=17, store 310 in S17CODEA
If ITEM=18, store 320 in S17CODEA
If ITEM=19, store 330 in S17CODEA
If ITEM=20, store 340 in S17CODEA
If ITEM=21, store 350 in S17CODEA
If ITEM=22, store 360 in S17CODEA
If ITEM=23, store 370 in S17CODEA
If ITEM=24, store 380 in S17CODEA
If ITEM=25, store 400 in S17CODEA
If ITEM=26, store 410 in S17CODEA
Special instructions:
2. Prefill the PREFIL and DESCRIPTION field with the following
descriptions. Gray out the PREFIL field.
If ITEM=1, pre‐fill “Golf courses/country clubs“
If ITEM=2, pre‐fill “Health/fitness/recreation clubs“
Page 76 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
If ITEM=1, pre‐fill “Golf courses/country clubs“
If ITEM=2, pre‐fill “Health/fitness/recreation clubs“
If ITEM=3, pre‐fill “Fees for sports participation“
If ITEM=4, pre‐fill “Vacation clubs“
If ITEM=5, pre‐fill “Civic/service/fraternal/social org“
If ITEM=6, pre‐fill “Credit card membership fees“
If ITEM=7, pre‐fill “Shopping club/discount memberships“
If ITEM=8, pre‐fill “Dating services“
If ITEM=9, pre‐fill “Tickets to sports events“
If ITEM=10, pre‐fill “Tickets to live entertainment“
If ITEM=11, pre‐fill “Tickets to movies/parks/museums“
If ITEM=12, pre‐fill “Single copies newspapers/magazines“
If ITEM=13, pre‐fill “Subscriptions newspapers/magazines“
If ITEM=14, pre‐fill “Encyclopedias/reference books“
If ITEM=15, pre‐fill “Books from book club“
If ITEM=16, pre‐fill “Books/digital books“
If ITEM=17, pre‐fill “Film/disposable cameras“
If ITEM=18, pre‐fill “Film processing/digital photo prints“
If ITEM=19, pre‐fill “Purchased music“
If ITEM=20, pre‐fill “Subscriptions music service“
If ITEM=21, pre‐fill “Purchased video files/discs“
If ITEM=22, pre‐fill “Rented video files/discs“
If ITEM=23, pre‐fill “Streaming video subscriptions“
If ITEM=24, pre‐fill “Purchased video games“
If ITEM=25, pre‐fill “Rented video games“
If ITEM=26, pre‐fill “Apps/games/ringtones mobile device“
If ITEM=27, pre‐fill “Online games/internet entertainment“
3. For screen 1, display answer list options 1‐8, 95, 888
For screen 2, display answer list options 9‐16, 95, 888
For screen 3, display answer list options 17‐27, 99, 888
201502 Wording/Specification
If ITEM=3, pre‐fill “Fees for sports participation“
If ITEM=4, pre‐fill “Vacation clubs“
If ITEM=5, pre‐fill “Civic/service/fraternal/social org“
If ITEM=6, pre‐fill “Credit card membership fees“
If ITEM=7, pre‐fill “Shopping club/discount memberships“
If ITEM=8, pre‐fill “Dating services“
If ITEM=9, pre‐fill “Tickets to sports events“
If ITEM=10, pre‐fill “Tickets to live entertainment“
If ITEM=11, pre‐fill “Tickets to movies/parks/museums“
If ITEM=12, pre‐fill “Single copies newspapers/magazines“
If ITEM=13, pre‐fill “Subscriptions newspapers/magazines“
If ITEM=14, pre‐fill “Books from book club “
If ITEM=15, pre‐fill “Books/digital books “
If ITEM=16, pre‐fill “Film/disposable cameras “
If ITEM=17, pre‐fill “Photo printing/processing “
If ITEM=18, pre‐fill “Purchased music “
If ITEM=19, pre‐fill “Subscriptions music service “
If ITEM=20, pre‐fill “Purchased video files/discs “
If ITEM=21, pre‐fill “Rented video files/discs “
If ITEM=22, pre‐fill “Streaming video subscriptions “
If ITEM=23, pre‐fill “Purchased video games “
If ITEM=24, pre‐fill “Rented video games “
If ITEM=25, pre‐fill “Apps/games/ringtones mobile device “
If ITEM=26, pre‐fill “Online games/internet entertainment “
3. For screen 1, display answer list options 1‐8, 95, 888
For screen 2, display answer list options 9‐15, 95, 888
For screen 3, display answer list options 16‐26, 99, 888
Page 77 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
17
Change Detail
201403 Wording/Specification
201502 Wording/Specification
SUBDESC
Update SUBDESC fill to reflect
rewording item 18 to “Photo
printing or processing”
See SUBDESC in fill requirements
See SUBDESC in fill requirements
17
SUBMO
17
SUBEXPX
Update skip instructions due to In what month did you have this expense?
^S17_TmpFillinstr
deleting encyclopedias item
1. January
code and renumbering
2. February
subsequent item codes
3. March
4. April
Note that S17_TmpFillinstr and
5. May
S17_13Option fill instructions
6. June
also need to be updated
7. July
8. August
9. September
10. October
11. November
12. December
13. ^S17_13Option
Skip instructions:
REF_MONTH – CUR_MONTH: goto SUBEXPX
13: If ITEM= 3‐7, 9‐14, 16‐19, 21, 24, 26, or 27 then goto CK_MONTH
ELSE goto SUBEXPX
DK, RF: goto SUBEXPX
Update skip instructions due to ^SUBEXPX_fill ^SHIPHANDL
^Ticketservfee
deleting encyclopedias item
code and renumbering
Skip instructions:
subsequent item codes
If (ITEM=1 or 2 and SUBEXPX lt 5 or gt 1060) OR
(ITEM=3 and SUBEXPX lt 6 or gt 750) OR
Note that SHIPHANDL fill will
(ITEM=4 and SUBEXPX lt 800 or gt 10,000) OR
also need to be updated
(ITEM=5 and SUBEXPX lt 5 or gt 300) OR
(ITEM=6 and SUBEXPX lt 5 or gt 300) OR
In what month did you have this expense?
^S17_TmpFillinstr
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
13. ^S17_13Option
Skip instructions:
REF_MONTH – CUR_MONTH: goto SUBEXPX
13: If ITEM= 3‐7, 9‐13, 15‐18, 20, 23, 25, or 26 then goto CK_MONTH
ELSE goto SUBEXPX
DK, RF: goto SUBEXPX
^SUBEXPX_fill ^SHIPHANDL
^Ticketservfee
Skip instructions:
If (ITEM=1 or 2 and SUBEXPX lt 5 or gt 1060) OR
(ITEM=3 and SUBEXPX lt 6 or gt 750) OR
(ITEM=4 and SUBEXPX lt 800 or gt 10,000) OR
(ITEM=5 and SUBEXPX lt 5 or gt 300) OR
(ITEM=6 and SUBEXPX lt 5 or gt 300) OR
Page 78 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
17
CEQ CAPI
Variable
S17ACMB
Change Detail
Update item numbers and
store instructions due to
deleting encyclopedias item
code and renumbering
subsequent item codes
201403 Wording/Specification
201502 Wording/Specification
(ITEM=7 and SUBEXPX lt 5 or gt 300) OR
(ITEM=8 and SUBEXPX lt 5 or gt 1200) OR
(ITEM=9 and SUBEXPX lt 5 or gt 2500) OR
(ITEM=10 and SUBEXPX lt 5 or gt 720) OR
(ITEM=11 and SUBEXPX lt 5 or gt 320) OR
(ITEM=12 and SUBEXPX lt 5 or gt 250) OR
(ITEM=13 and SUBEXPX lt 7 or gt 145) OR
(ITEM=14 and SUBEXPX lt 5 or gt 550) OR
(ITEM=15 and SUBEXPX lt 7 or gt 145) OR
(ITEM=16 and SUBEXPX lt 5 or gt 300) OR
(ITEM=17 and SUBEXPX lt 5 or gt 100) OR
(ITEM=18 and SUBEXPX lt 5 or gt 150) OR
(ITEM=19 and SUBEXPX lt 1 or gt 250) OR
(ITEM=20 and SUBEXPX lt 1 or gt 100) OR
(ITEM=21 and SUBEXPX lt 1 or gt 209) OR
(ITEM=22 and SUBEXPX lt 5 or gt 150) OR
(ITEM=23 and SUBEXPX lt 1 or gt 100) OR
(ITEM=24 and SUBEXPX lt 8 or gt 200) OR
(ITEM=25 and SUBEXPX lt 8 or gt 390) OR
(ITEM=26 and SUBEXPX lt 1 or gt 30) OR
(ITEM=27 and SUBEXPX lt 1 or gt 50) then goto
ERR1_AMOUNT
ELSEIF ITEMCODEOUT and the entry in SUBEXPX for this record are
equal to any records data on the pre‐chart/input then goto ERR_DUP
ELSEIF SUB_ITEM=19, 21,22, 23, or 26, goto S17ACM_S
ELSE goto S17AOTHR
What other expense is the ^S17ACMB_fill combined with?
Enter all that apply, separate with commas
19. Purchased music files, CDs, or records
21. Purchased video files, Blu‐Ray discs, or DVDs
22. Rented video files or DVDs
23. Streaming video subscriptions
26. Applications, games, or ringtones for a cellphone or mobile
device not already reported
(ITEM=7 and SUBEXPX lt 5 or gt 300) OR
(ITEM=8 and SUBEXPX lt 5 or gt 1200) OR
(ITEM=9 and SUBEXPX lt 5 or gt 2500) OR
(ITEM=10 and SUBEXPX lt 5 or gt 720) OR
(ITEM=11 and SUBEXPX lt 5 or gt 320) OR
(ITEM=12 and SUBEXPX lt 5 or gt 250) OR
(ITEM=13 and SUBEXPX lt 7 or gt 145) OR
(ITEM=14 and SUBEXPX lt 7 or gt 145) OR
(ITEM=15 and SUBEXPX lt 5 or gt 300) OR
(ITEM=16 and SUBEXPX lt 5 or gt 100) OR
(ITEM=17 and SUBEXPX lt 5 or gt 150) OR
(ITEM=18 and SUBEXPX lt 1 or gt 250) OR
(ITEM=19 and SUBEXPX lt 1 or gt 100) OR
(ITEM=20 and SUBEXPX lt 1 or gt 209) OR
(ITEM=21 and SUBEXPX lt 5 or gt 150) OR
(ITEM=22 and SUBEXPX lt 1 or gt 100) OR
(ITEM=23 and SUBEXPX lt 8 or gt 200) OR
(ITEM=24 and SUBEXPX lt 8 or gt 390) OR
(ITEM=25 and SUBEXPX lt 1 or gt 30) OR
(ITEM=26 and SUBEXPX lt 1 or gt 50) then goto ERR1_AMOUNT
ELSEIF ITEMCODEOUT and the entry in SUBEXPX for this record are
equal to any records data on the pre‐chart/input then goto ERR_DUP
ELSEIF SUB_ITEM=18, 20,21, 22, or 25, goto S17ACM_S
ELSE goto S17AOTHR
What other expense is the ^S17ACMB_fill combined with?
Enter all that apply, separate with commas
18. Purchased music files, CDs, or records
20. Purchased video files, Blu‐Ray discs, or DVDs
21. Rented video files or DVDs
22. Streaming video subscriptions
25. Applications, games, or ringtones for a cellphone or mobile
device not already reported
Page 79 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
17
CEQ CAPI
Variable
S17AOTHR
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Store instructions:
Recode as follows:
If 19, store 320 in S17CODE1
If 21, store 340 in S17CODE2
If 22, store 350 in S17CODE3
If 23, store 360 in S17CODE4
If 26, store 400 in S17CODE5
See PURCHASE_PAY and S17AOTHR in fill requirements
Store instructions:
Recode as follows:
If 18, store 320 in S17CODE1
If 20, store 340 in S17CODE2
If 21, store 350 in S17CODE3
If 22, store 360 in S17CODE4
If 25, store 400 in S17CODE5
See PURCHASE_PAY and S17AOTHR in fill requirements
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Update skip instructions to
remove distinction between 1st
interviews and all other
interviews
In what month did this trip end?
(0) Trip not ended
0. Trip not ended
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
In what month did this trip end?
(0) Trip not ended
0. Trip not ended
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
Note updates to
PURCHASE_PAY and S17AOTHR
fills (see Fills reqts)
Section 18A changes
CEQ
Section
CEQ CAPI
Variable
18A
ENDTRP2
Page 80 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
18A
CEQ CAPI
Variable
S18A_END
Change Detail
Update setting section
complete flags to remove
distinction between 1st
interviews and all other
interviews (all interviews need
to go to Section 18BC).
201403 Wording/Specification
201502 Wording/Specification
Skip instructions:
0: Goto S18MORE
REF_MONTH‐CUR_MONTH: IF trip is not within the reference
period, then goto ERR3_ENDTRP2 ELSEIF INTNMBR = 1 goto
S18MORE ELSE goto MORTHONE
DK,RF: IF INTNMBR = 1 goto S18MORE ELSE goto MORTHONE
Special instructions:
Skip instructions:
0: Goto S18MORE
REF_MONTH‐CUR_MONTH: IF trip is not within the reference period,
then goto ERR3_ENDTRP2 ELSE goto MORTHONE
DK,RF: goto MORTHONE
IF INTNMBR = 1, set section complete flag. Store 'Yes" in
Sectcomp(18)
if (ANYBOTH1=1, 2, DK, RF) or (ANYBOTH2= 1,2, DK, RF) for any trips go
to Section 18BC
Skip instructions:
Else go to Section 18E
Skip instructions:
IF INTNMBR=1 go to Section 19 – BSECT19
Elseif (ANYBOTH1=1, 2, DK, RF) or (ANYBOTH2= 1,2, DK, RF) for any
trips go to Section 18BC
Else go to Section 18E
Section 18BC changes
CEQ
Section
CEQ CAPI
Variable
18BC
BLKSECT18_B
C_STRUCT
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Remove distinction of
interviews 2‐5 from universe
and universe description
Universe:
(INTNMBR = 2‐5) and there are trips were
BSECT18.TBLSECT18A_1.BLKROW.ENDTRP1 ne 0 OR
BSECT18.TBLSECT18A_2.BLKROW.ENDTRP2 ne 0.
Universe description:
Trips began and end during the reference period in an 2nd ‐ 5th
month interview
Universe:
There are trips were BSECT18.TBLSECT18A_1.BLKROW.ENDTRP1 ne 0
OR BSECT18.TBLSECT18A_2.BLKROW.ENDTRP2 ne 0.
Universe description:
Trips began and end during the reference period
Page 81 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
18BC
LODGING
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Delete “motels,” in question
wording
Did ^YOU_ANYMEM spend anything for hotels, motels, cottages,
trailer camps, or other lodging ^FillNotCounting?
^FillVacationClubs
1. Yes
2. No
Skip instructions:
1: goto LDGCOSTX
2, DK, RF: goto TRPFOOD
Did ^YOU_ANYMEM spend anything for hotels, cottages, trailer
camps, or other lodging ^FillNotCounting? ^FillVacationClubs
1. Yes
2. No
Skip instructions:
1: goto LDGCOSTX
2, DK, RF: goto TRPFOOD
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Section 18E changes
CEQ
Section
CEQ CAPI
Variable
18E
BLKSECT18_E
18E
ANYNONCU
18E
NUMNONCU
Remove distinction of
interviews 2‐5 from universe
and universe description
Universe:
INTNMBR=2‐5
Universe description:
2nd ‐ 5th interviews only
Update skip instructions due to Sometimes people in a household don’t take a trip themselves, but
pay for part or all of a trip that someone else takes. Since the first
deletion of NUMNONCU
of ^REF_MONTH, have ^YOU_ANYMEM paid for part or all of such
a trip for any non‐household members?
1. Yes
2. No
Skip instructions:
1: goto NUMNONCU
2, DK, RF: goto S18E_END
Delete NUMNONCU question
How many trips?
Skip instructions: goto FOODNOCU
Universe:
???
Universe description:
All interviews
Sometimes people in a household don’t take a trip themselves, but
pay for part or all of a trip that someone else takes. Since the first of
^REF_MONTH, have ^YOU_ANYMEM paid for part or all of such a trip
for any non‐household members?
1. Yes
2. No
Skip instructions:
1: goto FOODNOCU
2, DK, RF: goto S18E_END
DELETE QUESTION
Page 82 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
18E
ELSENOCU
18E
TRNONCUX
18E
S18EELSE
Change Detail
201403 Wording/Specification
Update skip instructions due to Did these expenses include…
… Anything else?
deleting S18EELSE
1. Yes
2. No
Skip instructions:
1: goto S18EELSE
2, DK, RF: goto TRNONCUX
Replace TRNONCUX fill with
What was the total amount that ^YOU_YRCU paid for
“those trips” due to deletion of ^TRNONCUX?
NUMNONCU question
Skip instructions:
If entry lt 25 or gt 3000 and (ne DK or RF) then goto
ERR1_TRNONCUX
ELSE goto S18E_END
Delete S18EELSE.
Specify:
Skip instructions:
Goto TRNONCUX
201502 Wording/Specification
Did these expenses include…
… Anything else?
1. Yes
2. No
Skip instructions:
goto TRNONCUX
What was the total amount that ^YOU_YRCU paid for those trips?
Skip instructions:
If entry lt 25 or gt 3000 and (ne DK or RF) then goto ERR1_TRNONCUX
ELSE goto S18E_END
Delete variable.
Section 18F changes
CEQ
Section
CEQ CAPI
Variable
18F
ANYLOC
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Remove distinction of
interviews 2‐5 from universe
and universe description
Universe:
INTNMBR=2‐5
Universe description:
2nd ‐ 5th interviews only
Universe:
???
Universe description:
All interviews
Page 83 of 119
CEQ 2015 CAPI Instrument Requirements
Section 19A changes
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
19A
MIS_ITEM
SCREEN 1
Since the first of ^REF_MONTH, have ^YOU_ANYMEM had
expenses for any of the following, either for ^YOU_YRCU or for
someone outside your household?
Read each item on list.
1. Fresh flowers or potted plants?
2. Professional photography?
3. Services of lawyers or other legal professionals?
4. Accounting fees?
5. Occupational expenses, such as union dues or professional
licenses?
6. Gardening or lawn care services?
7. Housekeeping services?
8. Home security system service fees?
9. Other home services or small repair jobs around the house,
not previously reported?
10. Moving, storage, or freight?
11. Stamp or coin collecting?
12. Lotteries or games of chance?
SCREEN 2
Have ^YOU_ANYMEM had expenses for –
Read each item on list.
Do not include pet food. It is a Diary‐only item.
13. Babysitting, nanny services, or other child care inside or
outside of your home?
14. Toys or games?
15. Arts or crafts kits?
16. Sewing, knitting, or quilting materials and items?
17. Purchase of pets, pet supplies, or medicine for pets?
18. Pet services?
19. Veterinarian expenses for pets?
20. Food and beverages for catered affairs?
SCREEN 1
Since the first of ^REF_MONTH, have ^YOU_ANYMEM had expenses
for any of the following, either for ^YOU_YRCU or for someone
outside your household?
Read each item on list.
1. Fresh flowers or potted plants?
2. Professional photography?
3. Services of lawyers or other legal professionals?
4. Accounting fees?
5. Occupational expenses, such as union dues or professional
licenses?
6. Gardening or lawn care services?
7. Housekeeping services?
8. Home security system service fees?
9. Other home services or small repair jobs around the house,
not previously reported?
10. Moving, storage, or freight?
11. Stamp or coin collecting?
12. Lotteries or games of chance?
SCREEN 2
Have ^YOU_ANYMEM had expenses for –
Read each item on list.
Do not include pet food. It is a Diary‐only item.
13. Babysitting, nanny services, or other child care inside or
outside of your home?
14. Toys or games?
15. Arts or crafts kits?
16. Sewing, knitting, or quilting materials and items?
17. Purchase of pets, pet supplies, or medicine for pets?
18. Pet services?
19. Veterinarian expenses for pets?
20. Catering?
Reword #20 from “Food
and beverages for catered
affairs” to “Catering”
Reword #21 from “Live
entertainment” to
“Arrangement of live
entertainment for special
occasions” (but leave
special instructions for fills
as is)
Page 84 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
21.
22.
23.
24.
Live entertainment?
Rental of party supplies?
Purchase or upkeep of cemetery lots or vaults?
Funerals, burials, or cremation?
Special instructions:
2. Prefill PREFILL and MISCDESC fields with the following
descriptions. (Gray out the PREFILL field.)
If ITEM=1, pre‐fill “Flowers or plants”
If ITEM=2, pre‐fill “Prof. Photography”
If ITEM=3, pre‐fill “Servs of Lawyers/legal profs”
If ITEM=4, pre‐fill “Accounting fees”
If ITEM=5, pre‐fill “Occup. Expenses”
If ITEM=6, pre‐fill “Garden/lawn serv”
If ITEM=7, pre‐fill “Housekeep serv”
If ITEM=8, pre‐fill “Home security”
If ITEM=9, pre‐fill “Other home serv”
If ITEM=10, pre‐fill “Moving/storage/freight”
If ITEM=11, pre‐fill “Stamp/coin collecting”
If ITEM=12, pre‐fill “Lotteries”
If ITEM=13, pre‐fill “Child care”
If ITEM=14, pre‐fill “Toys or games”
If ITEM=15, pre‐fill “Arts/Craft kits”
If ITEM=16, pre‐fill “sewing/knitting/quilting items”
If ITEM=17, pre‐fill “Pets/pet supplies”
If ITEM=18, pre‐fill “Pet services”
If ITEM=19, pre‐fill “Vet expenses”
If ITEM=20, pre‐fill “Food/bev. For catered affairs”
If ITEM=21, pre‐fill “Live entertainment”
If ITEM=22, pre‐fill “Rental of Party Supplies”
If ITEM=23, pre‐fill “Cemetery lots/vaults”
If ITEM=24, pre‐fill “Funeral/burial/cremation”
201502 Wording/Specification
21.
22.
23.
24.
Arrangement of live entertainment for special occasions?
Rental of party supplies?
Purchase or upkeep of cemetery lots or vaults?
Funerals, burials, or cremation?
Special instructions:
2. Prefill PREFILL and MISCDESC fields with the following descriptions.
(Gray out the PREFILL field.)
If ITEM=1, pre‐fill “Flowers or plants”
If ITEM=2, pre‐fill “Prof. Photography”
If ITEM=3, pre‐fill “Servs of Lawyers/legal profs”
If ITEM=4, pre‐fill “Accounting fees”
If ITEM=5, pre‐fill “Occup. Expenses”
If ITEM=6, pre‐fill “Garden/lawn serv”
If ITEM=7, pre‐fill “Housekeep serv”
If ITEM=8, pre‐fill “Home security”
If ITEM=9, pre‐fill “Other home serv”
If ITEM=10, pre‐fill “Moving/storage/freight”
If ITEM=11, pre‐fill “Stamp/coin collecting”
If ITEM=12, pre‐fill “Lotteries”
If ITEM=13, pre‐fill “Child care”
If ITEM=14, pre‐fill “Toys or games”
If ITEM=15, pre‐fill “Arts/Craft kits”
If ITEM=16, pre‐fill “sewing/knitting/quilting items”
If ITEM=17, pre‐fill “Pets/pet supplies”
If ITEM=18, pre‐fill “Pet services”
If ITEM=19, pre‐fill “Vet expenses”
If ITEM=20, pre‐fill “Catering”
If ITEM=21, pre‐fill “Live entertainment”
If ITEM=22, pre‐fill “Rental of Party Supplies”
If ITEM=23, pre‐fill “Cemetery lots/vaults”
If ITEM=24, pre‐fill “Funeral/burial/cremation”
Page 85 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
19B
S19ACMB
19B
MISCMORE
201403 Wording/Specification
201502 Wording/Specification
What other expense is the ^S19A_CC_Fill combined with?
Enter all that apply, separate with commas.
14. Toys or games
15. Arts or craft kits
Note also update #20 in
16. Sewing, knitting, or quilting materials and items
17. Purchase of pets, pet supplies, or medicine for pets
S19A_CC_Fill.
18. Pet services
Reword #21 from “Live
19. Veterinary expenses for pets
entertainment” to
20. Food and beverage for catered affairs
“Arrangement of live
21. Live entertainment
22. Rental of party supplies
entertainment for special
23. Purchase or upkeep of cemetery lots or vaults
occasions”
24. Funerals, burials, or cremations
Skip instructions:
Goto MISCMORE
Update #20 & #21 in TMP2V fill See TMP2V in fill requirements
What other expense is the ^S19A_CC_Fill combined with?
Enter all that apply, separate with commas.
14. Toys or games
15. Arts or craft kits
16. Sewing, knitting, or quilting materials and items
17. Purchase of pets, pet supplies, or medicine for pets
18. Pet services
19. Veterinary expenses for pets
20. Catering
21. Arrangement of live entertainment for special occasions
22. Rental of party supplies
23. Purchase or upkeep of cemetery lots or vaults
24. Funerals, burials, or cremations
Skip instructions:
Goto MISCMORE
See TMP2V in fill requirements
Change Detail
201502 Wording/Specification
Reword #20 from “Food
and beverages for catered
affairs” to “Catering”
Section 19B changes
CEQ
Section
CEQ CAPI
Variable
19B
S19B_END
201403 Wording/Specification
Remove distinction between 1st Skip instructions:
IF INTNMBR = 1 goto BBACK
interviews and all other
ELSE goto section 20A ‐ BSECT20
interviews
Skip instructions:
goto section 20A ‐ BSECT20
Page 86 of 119
CEQ 2015 CAPI Instrument Requirements
Section 20A changes
CEQ
Section
CEQ CAPI
Variable
20
BSECT20
20A
GROCWEKX
20A
OTHSTOR
20A
DINE_WKX
20A
CIGARETT
20A
OTHTOBAC
20A
OTHTBACX
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Remove distinction between 1st Universe:
interviews and other interviews (INTNMBR > 1) AND (BFront.START ne 3‐5) AND (BFront.INTROB ne
2‐6) AND (BCoverage.CALLRO ne 1) AND (BControlCard.CE_INTRO =
1)
Universe description:
Interviews 2 through 5
st
Remove distinction between 1 Universe description:
interviews and other interviews All 2nd ‐ 5th month Interviews
Universe:
(BFront.START ne 3‐5) AND (BFront.INTROB ne 2‐6) AND
(BCoverage.CALLRO ne 1) AND (BControlCard.CE_INTRO = 1)
Universe description:
All interviews
Remove distinction between 1st Universe description:
interviews and other interviews All 2nd ‐ 5th month interviews (and (GROCWEKX = 0, DK or RF) OR
(OTHSTUFX = 0‐999, DK or RF))
Remove distinction between 1st Universe description:
interviews and other interviews All 2nd ‐ 5th month interviews (and (OSTORWKX = 0‐9999, DK or RF)
OR (OTHSTOR = 2, DK or RF))
st
Remove distinction between 1 Universe description:
interviews and other interviews All 2nd ‐ 5th month interviews
Universe description:
All interviews (and (GROCWEKX = 0, DK or RF) OR (OTHSTUFX = 0‐999,
DK or RF))
Universe description:
All interviews (and (OSTORWKX = 0‐9999, DK or RF) OR (OTHSTOR = 2,
DK or RF))
Universe description:
All interviews
Universe description:
All interviews
Have ^YOU_ANYMEM purchased other tobacco products such as
cigars, pipe tobacco, or chewing tobacco?
1. Yes
2. No
Skip instructions:
1: goto OTHTBACX
2, DK, RF: goto ALC_HOMX
What is the usual WEEKLY expense?
Universe description:
All 2nd ‐ 5th month interviews
Have ^YOU_ANYMEM purchased other tobacco products such as
cigars, pipe tobacco, or chewing tobacco?
1. Yes
2. No
Skip instructions:
1: goto OTHTBACX
2, DK, RF: goto ALCOHOL
Update skip instructions due to What is the usual WEEKLY expense?
deleting ALCOHOL. Question
Remove distinction
between 1st interviews and
other interviews
Update skip instructions
due to deleting ALCOHOL.
Question will now skip to
ALC_HOMX if response is 2,
DK, RF.
Universe description:
All interviews
Page 87 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
20A
CEQ CAPI
Variable
ALCOHOL
Change Detail
201403 Wording/Specification
201502 Wording/Specification
will now skip to ALC_HOMX if
response is 2, DK, RF.
Skip instructions:
0‐999: IF entry lt 5 or gt 80 then goto ERR1_OTHTBACX ELSE goto
ALCOHOL
DK, RF: goto ALCOHOL
Since the first of ^REF_MONTH have ^YOU_ANYMEM purchased
alcohol, including beer and wine?
1. Yes
2. No
Skip instructions:
1: goto ALC_HOMX
2, DK, RF: If any “active” CU member has AGE lt 22 then goto
ANYMEALS else goto Section 20A_END
Skip instructions:
0‐999: IF entry lt 5 or gt 80 then goto ERR1_OTHTBACX ELSE goto
ALC_HOMX
DK, RF: goto ALC_HOMX
Delete question.
201403 Wording/Specification
201502 Wording/Specification
Delete question.
Section 20B changes
CEQ
Section
CEQ CAPI
Variable
20B
BSECT20B
Remove distinction between 1st Universe:
interviews and other interviews INTNMBR=2‐5
Universe:
TBD by Census
20B
LNDROMAT
Remove distinction between 1st Universe description:
interviews and other interviews All 2nd ‐ 5th month interviews
Universe description:
All interviews
20B
OTHLNDRY
Remove distinction between 1st Universe description:
interviews and other interviews All 2nd ‐ 5th month interviews and LNDRYX = 1‐9999, DK or RF
Universe description:
All interviews and LNDRYX = 1‐9999, DK or RF
20B
DRYCLEAN
Remove distinction between 1st Universe description:
interviews and other interviews All 2nd ‐ 5th month interviews
Universe description:
All interviews
20B
SALONS
Remove distinction between 1st Universe description:
interviews and other interviews All 2nd ‐ 5th month interviews
Universe description:
All interviews
Change Detail
Page 88 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
20B
WIGS
Remove distinction between 1st Universe description:
interviews and other interviews All 2nd ‐ 5th month interviews
Universe description:
All interviews
20B
SAFEDPST
Remove distinction between 1st Universe description:
interviews and other interviews All 2nd ‐ 5th month interviews
Universe description:
All interviews
20B
BANKSRVC
Remove distinction between 1st Universe description:
interviews and other interviews All 2nd ‐ 5th month interviews
Universe description:
All interviews
20B
MASSTRAN
20B
S20B_END
Remove distinction between 1st Universe description:
interviews and other interviews All 2nd ‐ 5th month interviews (and (TXLIMSRV = 2, DK or RF) OR
(TXLIMX = 1‐9999, DK or RF))
Remove distinction between 1st Universe description:
interviews and other interviews All 2nd ‐ 5th month interviews
Universe description:
All interviews (and (TXLIMSRV = 2, DK or RF) OR (TXLIMX = 1‐9999, DK
or RF))
Universe description:
All interviews
Change Detail
201502 Wording/Specification
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Section 21 changes
CEQ
Section
CEQ CAPI
Variable
21
BSECT21
201403 Wording/Specification
Remove distinction between 1st Universe:
(INTNMBR = 2‐5) AND (BFront.START ne 3‐5) AND (BFront.INTROB
and other interviews
ne 2‐6) AND (BCoverage.CALLRO ne 1) AND (BControlCard.CE_INTRO
= 1)
Universe description:
Interviews 2‐5
Universe:
(BFront.START ne 3‐5) AND (BFront.INTROB ne 2‐6) AND
(BCoverage.CALLRO ne 1) AND (BControlCard.CE_INTRO = 1)
Universe description:
All interviews
Page 89 of 119
CEQ 2015 CAPI Instrument Requirements
Section 21A changes
CEQ
Section
CEQ CAPI
Variable
21A
ANYWORK
Update universe to reflect that (INTNMBR=3 or 4) AND (Active CU member with 8500.INCWEEKQ=0) (DESIGN=10 and INTNMBR=2) AND (Active CU member with
8500.INCWEEKQ=0) OR
this will be eligible for CUs with
(INTNMBR=3) AND (Active CU member with 8500.INCWEEKQ=0) OR
8500.INCWEEKQ=0 in the
(DESIGN=00 and INTNMBR=4) AND Active CU member with
following interviews:
8500.INCWEEKQ=0)
2nd interviews in 2010
sample design (since
income is asked in 1st
interviews; 2nd interviews
in old 2000 sample design
always gets the income
section)
3rd interviews (in both
sample designs)
4th interviews in the old
2000 sample design (4th
interviews in the 2010
sample design always get
income section)
21A
S21A_INTRO
Update universe and special
instructions to reflect dropping
of the “bounding interview” in
the new sample design while
still asking the income section
in the same interview numbers
for remaining old 2000 sample
design cases.
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Universe:
Universe:
[ [(INTNMBR=2 or 5) AND Active CU member with [(AGE ge 14) or
(AGE=DK, RF and CU_CODE=1, 2, 7, OR 10)] ] OR
[ [(DESIGN=00 AND INTNMBR=2 or 5) AND Active CU member with
[(AGE ge 14) or (AGE=DK, RF and CU_CODE=1, 2, 7, OR 10)] ] OR
[(INTNMBR=3 or 4) AND S21_NEWCU=1 AND Active CU member
[ (DESIGN=00 AND INTNMBR=3 or 4) AND S21_NEWCU=1 AND Active
with [ (AGE ge 14) or (AGE=DK, RF and CU_CODE=1, 2, 7 OR 10)] ] OR CU member with [ (AGE ge 14) or (AGE=DK, RF and CU_CODE=1, 2, 7 OR
10)] ] OR
Page 90 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
[ (INTNMBR=3 or 4) AND (S21_PARTIAL ne 1) AND Active CU
member with [ (AGE ge 14) or (AGE=DK, RF and CU_CODE=1, 2, 7, or
10) ] ] OR
[ (DESIGN=00 AND INTNMBR=3 or 4) AND (S21_PARTIAL ne 1) AND
Active CU member with [ (AGE ge 14) or (AGE=DK, RF and CU_CODE=1,
2, 7, or 10) ] ] OR
[ (INTNMBR=3 or 4) AND (S21_PARTIAL = 1) AND Active CU member
with 8500.AGE=Blank AND current [ (AGE ge 14) or (AGE=DK, RF and
CU_CODE=1, 2, 7, or 10)] ] OR
[ (DESIGN=00 AND INTNMBR=3 or 4) AND (S21_PARTIAL = 1) AND
Active CU member with 8500.AGE=Blank AND current [ (AGE ge 14) or
(AGE=DK, RF and CU_CODE=1, 2, 7, or 10)] ] OR
[ (INTNMBR=3 or 4) AND (S21_PARTIAL=1) AND Active CU member
with 8500.AGE lt 14 and current [ (AGE ge 14) or (AGE=DK, RF and
CU_CODE=1, 2, 7, or 10)] ] OR
[ (DESIGN=00 AND INTNMBR=3 or 4) AND (S21_PARTIAL=1) AND Active
CU member with 8500.AGE lt 14 and current [ (AGE ge 14) or (AGE=DK,
RF and CU_CODE=1, 2, 7, or 10)] ] OR
ANYWORK=1 AND S21AIntroFlag ne 1
[ [(DESIGN=10 AND INTNMBR=1 or 4) AND Active CU member with
[(AGE ge 14) or (AGE=DK, RF and CU_CODE=1, 2, 7, OR 10)] ] OR
Special Instructions:
Note: English translation of universe
a. Interview number is 2 or 5 and this person is an active CU
member who is 14+ years old
b. Newly spawned case and this person is an active CU member
who is 14+ years old
c. Interview number is 3 or 4 AND no data for section 21A was
collected last quarter(s) and this person is an active CU
member who is 14+ years old
d. Interview number is 3 or 4 AND some data was collected last
quarter(s) and then is a newly added active CU member who
is 14+ years old. (Assumption being that is we have partial
21A data we must have completed the control card
therefore age could not be blank for any existing member.)
[ (DESIGN=10 AND INTNMBR=2 or 3) AND S21_NEWCU=1 AND Active
CU member with [ (AGE ge 14) or (AGE=DK, RF and CU_CODE=1, 2, 7
OR 10)] ] OR
[ (DESIGN=10 AND INTNMBR=2 or 3) AND (S21_PARTIAL ne 1) AND
Active CU member with [ (AGE ge 14) or (AGE=DK, RF and CU_CODE=1,
2, 7, or 10) ] ] OR
[ (DESIGN=10 AND INTNMBR=2 or 3) AND (S21_PARTIAL = 1) AND
Active CU member with 8500.AGE=Blank AND current [ (AGE ge 14) or
(AGE=DK, RF and CU_CODE=1, 2, 7, or 10)] ] OR
[ (DESIGN=10 AND INTNMBR=2 or 3) AND (S21_PARTIAL=1) AND
Active CU member with 8500.AGE lt 14 and current [ (AGE ge 14) or
(AGE=DK, RF and CU_CODE=1, 2, 7, or 10)] ] OR
ANYWORK=1 AND S21AIntroFlag ne 1
Page 91 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
e. Interview number is 3 or 4 AND some data was collected last Special Instructions:
quarter(s) and this active CU member was less than 14 last
Note: English translation of universe
time, but who is now 14+ years old
a. 2000 sample design and Interview number is 2 or 5 and this
f. Response to ANYWORK is “yes”
person is an active CU member who is 14+ years old.
g. S21A_INTRO has not been asked.
b. 2010 sample design and interview number is 1 or 4 and this
person is an active CU member who is 14+ years old.
c. Newly spawned case and this person is an active CU member
who is 14+ years old
d. 2000 sample design AND Interview number is 3 or 4 AND no
data for section 21A was collected last quarter(s) and this
person is an active CU member who is 14+ years old
e. 2010 sample design AND Interview number is 2 or 3 AND no
data for section 21A was collected last quarter(s) and this
person is an active CU member who is 14+ years old
f. 2000 sample design AND Interview number is 3 or 4 AND some
data was collected last quarter(s) and then is a newly added
active CU member who is 14+ years old. (Assumption being that
is we have partial 21A data we must have completed the
control card therefore age could not be blank for any existing
member.)
g. 2010 sample design AND Interview number is 2 or 3 AND
some data was collected last quarter(s) and then is a newly
added active CU member who is 14+ years old. (Assumption
being that is we have partial 21A data we must have
completed the control card therefore age could not be blank
for any existing member.)
h. 2000 sample design AND Interview number is 3 or 4 AND some
data was collected last quarter(s) and this active CU member
was less than 14 last time, but who is now 14+ years old
Page 92 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
i.
21A
INCWEEKQ
Update universe and special
instructions to reflect dropping
of the “bounding interview” in
the new sample design while
still asking the income section
in the same interview numbers
for remaining old 2000 sample
design cases
2010 sample design AND Interview number is 2 or 3 AND
some data was collected last quarter(s) and this active CU
member was less than 14 last time, but who is now 14+ years
old
j. Response to ANYWORK is “yes”
k. S21A_INTRO has not been asked.
Universe:
Universe:
[(INTNMBR = 2 or 5) AND Active CU member with [ (AGE ge
[(DESIGN=00 AND INTNMBR = 2 or 5) AND Active CU member with [
14) or (AGE = DK, RF and CU_CODE = 1, 2, 7 or 10) ] OR
(AGE ge 14) or (AGE = DK, RF and CU_CODE = 1, 2, 7 or 10) ] OR
[(INTNMBR=3 or 4) AND S21_NEWCU = 1 AND Active CU member
[(DESIGN=00 AND INTNMBR=3 or 4) AND S21_NEWCU = 1 AND Active
with [ (AGE ge 14) or (AGE = DK, RF and CU_CODE = 1, 2, 7 or 10)
CU member with [ (AGE ge 14) or (AGE = DK, RF and CU_CODE = 1,
] OR
2, 7 or 10) ] OR
[INTNMBR = 3 or 4) AND (S21_PARTIAL ne 1) AND Active CU member [(DESIGN=00 AND INTNMBR = 3 or 4) AND (S21_PARTIAL ne 1) AND
with [ (AGE ge 14) or (AGE = DK, RF and CU_CODE = 1, 2, 7 or 10)
Active CU member with [ (AGE ge 14) or (AGE = DK, RF and
] OR
CU_CODE = 1, 2, 7 or 10) ] OR
[(INTNMBR = 3 or 4) AND (S21_PARTIAL = 1) AND Active CU member [(DESIGN=00 AND INTNMBR = 3 or 4) AND (S21_PARTIAL = 1) AND
with 8500.AGE = Blank AND current [ (AGE ge 14) or (AGE = DK,
Active CU member with 8500.AGE = Blank AND current [ (AGE ge
RF and CU_CODE = 1, 2, 7 or 10) ] ] OR
14) or (AGE = DK, RF and CU_CODE = 1, 2, 7 or 10) ] ] OR
[(INTNMBR = 3 or 4) AND (S21_PARTIAL = 1) AND Active CU
[(DESIGN=00 AND INTNMBR = 3 or 4) AND (S21_PARTIAL =
member with 8500.AGE lt 14 and current [ (AGE ge 14) or (AGE =
1) AND Active CU member with 8500.AGE lt 14 and current [ (AGE
DK, RF and CU_CODE = 1, 2, 7 or 10) ] ] OR
ge 14) or (AGE = DK, RF and CU_CODE = 1, 2, 7 or 10) ] ] OR
S21A_INTRO = 1
[(DESIGN=10 AND INTNMBR = 1 or 4) AND Active CU member with [
(AGE ge 14) or (AGE = DK, RF and CU_CODE = 1, 2, 7 or 10) ] OR
Special Instructions:
[(DESIGN=10 AND INTNMBR=2 or 3) AND S21_NEWCU = 1 AND Active
CU member with [ (AGE ge 14) or (AGE = DK, RF and CU_CODE = 1,
NOTE: English translation of universe
2, 7 or 10) ] OR
a. Interview number is 2 or 5 and this person is an
[(DESIGN=10 AND INTNMBR = 2 or 3) AND (S21_PARTIAL ne 1) AND
active CU member who is 14+ years old
Active CU member with [ (AGE ge 14) or (AGE = DK, RF and
b. Newly spawned case and this person is an active CU
CU_CODE = 1, 2, 7 or 10) ] OR
member who is 14+ years old
[(DESIGN=10 AND INTNMBR = 2 or 3) AND (S21_PARTIAL = 1) AND
c. Interview number is 3 or 4 AND no data for section 21A
Active CU member with 8500.AGE = Blank AND current [ (AGE ge
was collected last quarter(s) and this person is an
active CU member who is 14+ years old
14) or (AGE = DK, RF and CU_CODE = 1, 2, 7 or 10) ] ] OR
d. Interview number is 3 or 4 AND some data was
Page 93 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
collected last quarter(s) and then is a newly
added active CU member who is 14+ years old.
(Assumption being that we have partial 21A data we
must have completed the control card therefore age
could not be blank for any existing member.)
e. Interview number is 3 or 4 AND some data was
collected last quarter(s) and this active CU
member was less than 14 last time, but is now 14+
years old
201502 Wording/Specification
[(DESIGN=10 AND INTNMBR = 2 or 3) AND (S21_PARTIAL =
1) AND Active CU member with 8500.AGE lt 14 and current [ (AGE
ge 14) or (AGE = DK, RF and CU_CODE = 1, 2, 7 or 10) ] ] OR
S21A_INTRO = 1
Special Instructions:
Note: English translation of universe
a. 2000 sample design and Interview number is 2 or 5 and this
person is an active CU member who is 14+ years old.
b. 2010 sample design and interview number is 1 or 4 and this
person is an active CU member who is 14+ years old.
c. Newly spawned case and this person is an active CU member
who is 14+ years old
d. 2000 sample design AND Interview number is 3 or 4 AND no
data for section 21A was collected last quarter(s) and this
person is an active CU member who is 14+ years old
e. 2010 sample design AND Interview number is 2 or 3 AND no
data for section 21A was collected last quarter(s) and this
person is an active CU member who is 14+ years old
f. 2000 sample design AND Interview number is 3 or 4 AND some
data was collected last quarter(s) and then is a newly added
active CU member who is 14+ years old. (Assumption being that
is we have partial 21A data we must have completed the
control card therefore age could not be blank for any existing
member.)
g. 2010 sample design AND Interview number is 2 or 3 AND
some data was collected last quarter(s) and then is a newly
added active CU member who is 14+ years old. (Assumption
being that is we have partial 21A data we must have
Page 94 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
21A
CEQ CAPI
Variable
PAYSTUB
21A
FEDTAX
21A
AMTFED
21A
SLTAX
Change Detail
201403 Wording/Specification
Update skip instructions due to Does the respondent have a paper or electronic pay check
record present for ^hishernames last paycheck?
deletion of FEDTAX, AMTFED,
1. Yes
SLTAX, and SLTAXX. Question
2. No
will now skip to PRIVPENS.
Skip instructions:
Goto FEDTAX
Delete FEDTAX question.
Was there any money deducted from ^YourNames pay for –
Federal income tax?
1. Yes
2. No
Skip instructions:
1: If PAYSTUB=1, DK, or RF then goto AMTFED else goto SLTAX
2, DK, RF: Goto SLTAX
Delete AMTFED question.
How much?
Skip instructions:
Goto SLTAX
Delete SLTAX question.
Was there any money deducted from ^YourNames pay for –
State or local income tax?
201502 Wording/Specification
completed the control card therefore age could not be blank
for any existing member.)
h. 2000 sample design AND Interview number is 3 or 4 AND some
data was collected last quarter(s) and this active CU member
was less than 14 last time, but who is now 14+ years old
i. 2010 sample design AND Interview number is 2 or 3 AND
some data was collected last quarter(s) and this active CU
member was less than 14 last time, but who is now 14+ years
old
j. Response to ANYWORK is “yes”
k. S21A_INTRO has not been asked.
Does the respondent have a paper or electronic pay check record
present for ^hishernames last paycheck?
1. Yes
2. No
Skip instructions:
Goto PRIVPENS
Delete question.
Delete question.
Delete question.
Page 95 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
1. Yes
2. No
21A
SLTAXX
Delete SLTAXX question.
21A
PRIVPENS
Delete special instructions due
to deletion of SLTAX
21A
S21A_END
Update special instructions to
reflect two sample designs.
Skip instructions:
1: if PAYSTUB=1, DK or RF then goto SLTAXX else goto PRIVPENS
2, DK, RF: Goto PRIVPENS
How much?
Skip instructions:
Goto PRIVPENS
Was there any money deducted from ^YourNames pay for –
Private pension fund?
1. Yes
2. No
Special instructions:
If SLTAX=1 and PAYSTUB=1, DK or RF, bold‐black first part of
question text “Was there any money deducted from ^YourNames
pay for – “ ELSE gray out first part of question text
Skip instructions:
1: Goto PRIVPENX
2, DK, RF: Goto GOVRET
IF INTNMBR=3 or 4 and NEWCU ne 1, then set the section complete
flag. (store “Yes” in sectcomp(21))
Delete question.
Was there any money deducted from ^YourNames pay for –
Private pension fund?
1. Yes
2. No
Skip instructions:
1: Goto PRIVPENX
2, DK, RF: Goto GOVRET
IF [ (DESIGN=00 AND INTNMBR=3 or 4) OR (DESIGN=10 AND
INTNMBR=2 OR 3) ] AND NEWCU ne 1, then set the section
complete flag. (store “Yes” in sectcomp(21))
Page 96 of 119
CEQ 2015 CAPI Instrument Requirements
Section 21B changes
CEQ
Section
CEQ CAPI
Variable
21B
BLKPARTB
21B
OTHERINC
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Update universe and universe
description to reflect two
sample designs.
Universe:
Universe:
(INTNMBR=2 or 5) OR
(DESIGN=00 AND INTNMBR=2 or 5) OR
((INTNMBR=3 or 4) AND S21_NEWCU=1) OR
(DESIGN=10 AND INTNMBR=1 OR 4) OR
(INTNMBR=3 or 4) AND S21_PARTIAL ne 1)
((DESIGN=00 AND INTNMBR=3 or 4) AND S21_NEWCU=1) OR
Universe description:
((DESIGN=10 AND INTNMBR=2 OR 3) AND S21_NEWCU=1) OR
(2nd or 5th month interview) OR
(3rd or 4th month interview and this is a newly spawned CU, extra,
additional, or replacement) OR
(3RD or 4th month interview and no one has previously answered
INCWEEKQ from 21A)
(DESIGN=00 AND INTNMBR=3 or 4) AND S21_PARTIAL ne 1) OR
Update skip instructions due to
deleting FEDREFNO,
FEDRFNDX, SLREFUND,
SLRFUNDX. Question will now
skip to EITC when response is 2,
DK, RF.
DURING THE PAST 12 MONTHS –
Did ^YOU_ANYMEM receive any other money income, including
money received from cash scholarship and fellowships, stipends
not based on working, or from the care of foster children, not
already reported?
1. Yes
2. No
Special instructions:
(DESIGN=10 AND INTNMBR=2 OR 3) AND S21_PARTIAL ne 1)
Universe description:
(2000 sample design and 2nd or 5th month interview) OR
(2010 sample design and 1st or 4th month interview) OR
(2000 sample design and 3rd or 4th month interview and this is a newly
spawned CU, extra, additional, or replacement) OR
(2010 sample design and 2nd or 3rd month interview and this is a newly
spawned CU, extra, additional, or replacement) OR
(2000 sample design and 3RD or 4th month interview and no one has
previously answered INCWEEKQ from 21A) OR
(2010 sample design and 2nd or 3rd month interview and no one has
previously answered INCWEEKQ from 21A)
DURING THE PAST 12 MONTHS –
Did ^YOU_ANYMEM receive any other money income, including
money received from cash scholarship and fellowships, stipends not
based on working, or from the care of foster children, not already
reported?
1. Yes
2. No
Special instructions:
Page 97 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
21B
OTHRINCX
If LUMPSUM=1, bold‐black the first line (“DURING THE PAST 12
MONTHS – “) ELSE gray out the first line
Skip instructions:
1: Goto OTHRINCX
2, DK, RF: Goto FEDREFNO
Update skip instructions due to What was the total amount received ^ByAll?
deleting FEDREFNO,
Skip instructions:
FEDRFNDX, SLREFUND,
1‐99999999: If OTHRINCX lt 100 or gt 23404 then goto
SLRFUNDX. Question will now
ERR1_OTHRINCX ELSE goto FEDREFNO
skip to EITC when numeric
DK, RF: Goto OTHRINCB
entry is made.
If LUMPSUM=1, bold‐black the first line (“DURING THE PAST 12
MONTHS – “) ELSE gray out the first line
Skip instructions:
1: Goto OTHRINCX
2, DK, RF: Goto EITC
What was the total amount received ^ByAll?
Skip instructions:
1‐99999999: If OTHRINCX lt 100 or gt 23404 then goto ERR1_OTHRINCX
ELSE goto EITC
DK, RF: Goto OTHRINCB
21B
OTHRINCB
21B
FEDREFNO
Update skip instructions due to Could you tell me which range on CARD C best reflects the total
amount of other money income received during the PAST 12
deleting FEDREFNO,
MONTHS?
FEDRFNDX, SLREFUND,
1. $0‐$999
SLRFUNDX. Question will now
2. $1,000‐$1,999
skip to EITC.
3. $2,000‐$2,999
4. $3,000‐$3,999
5. $4,000‐$4,999
6. $5,000‐$9,999
7. $10,000‐$14,999
8. $15,000‐$19,999
9. $20,000‐$29,999
10. $30,000‐$39,999
11. $40,000‐$49,999
12. $50,000 and over
Skip instructions:
Goto FEDREFNO
Delete FEDREFNO
DURING THE PAST 12 MONTHS –
Could you tell me which range on CARD C best reflects the total
amount of other money income received during the PAST 12
MONTHS?
1. $0‐$999
2. $1,000‐$1,999
3. $2,000‐$2,999
4. $3,000‐$3,999
5. $4,000‐$4,999
6. $5,000‐$9,999
7. $10,000‐$14,999
8. $15,000‐$19,999
9. $20,000‐$29,999
10. $30,000‐$39,999
11. $40,000‐$49,999
12. $50,000 and over
Skip instructions:
Goto EITC
Delete question.
201403 Wording/Specification
201502 Wording/Specification
Page 98 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
21B
FEDRFNDX
Delete FEDRFNDX
21B
SLREFUND
Delete SLREFUND
21B
SLRFUNDX
Delete SLRFUNDX
201403 Wording/Specification
Did ^YOU_ANYMEM receive any REFUNDS from any of the
following –
Federal income tax?
1. Yes
2. No
Special instructions:
IF OTHERINC=1, bold‐black first part of question text “DURING THE
PAST 12 MONTHS – “ ELSE gray out the first part of question text
Skip instructions:
1: Goto FEDRFNDX
2, DK, RF: Goto SLREFUND
What was the total amount received ^ByAll?
Skip instructions:
Goto SLREFUND
DURING THE PAST 12 MONTHS –
Did ^YOU_ANYMEM receive REFUNDS from –
State and local income tax?
1. Yes
2. No
Special instructions:
IF FEDREFNO=1, bold‐black the second line (“Did ^YOU_ANYMEM
receive any REFUNDS from – “) ELSE gray out the second line
Skip instructions:
1: Goto SLRFUNDX
2, DK, RF: Goto EITC
What was the total amount received ^ByAll?
Skip instructions:
Goto EITC
201502 Wording/Specification
Delete question.
Delete question.
Delete question.
Page 99 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
21B
Change Detail
201403 Wording/Specification
201502 Wording/Specification
EITC
Update skip instructions due to
deleting PDFEDTAX, FEDTAXX,
PDSLTAX, SLOCTAXX. Question
will now skip to MISCTAX.
21B
PDFEDTAX
Delete PDFEDTAX.
The Earned Income Tax Credit is a benefit for certain people who work
and have low to moderate wages. A tax credit means more money in
your pocket. It reduced the amount of tax you owe and may also give
you a refund.
During the past 12 months, did ^YOU_ANYMEM claim an Earned
Income Tax Credit on your federal income tax return?
1. Yes
2. No
Skip instructions:
Goto MISCTAX
Delete question.
21B
FEDTAXX
Delete FEDTAXX.
21B
PDSLTAX
Delete PDSLTAX.
The Earned Income Tax Credit is a benefit for certain people who
work and have low to moderate wages. A tax credit means more
money in your pocket. It reduced the amount of tax you owe and
may also give you a refund.
During the past 12 months, did ^YOU_ANYMEM claim an Earned
Income Tax Credit on your federal income tax return?
1. Yes
2. No
Skip instructions:
Goto PDFEDTAX
DURING THE PAST 12 MONTHS –
Did ^YOU_ANYMEM PAY any of the following –
Federal income tax in addition to that withheld from earnings?
1. Yes
2. No
Skip instructions:
1: Goto FEDTAXX
2, DK, RF: Goto PDSLTAX
What was the total amount paid ^ByAll?
Skip instructions:
Goto PDSLTAX
DURING THE PAST 12 MONTHS –
Did ^YOU_ANYMEM PAY any –
State and local income tax in addition to that withheld from
earnings?
1. Yes
2. No
Special instructions:
Delete question.
Delete question.
Page 100 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
21B
SLOCTAXX
21B
MISCTAX
21B
S21B_END
Change Detail
201403 Wording/Specification
If PDFEDTAX=1, bold‐black the second line “Did ^YOU_ANYMEM PAY
any – “ ELSE gray out the second line
Skip instructions:
1: Goto SLOCTAXX
2, DK, RF: Goto MISCTAX
Delete SLOCTAXX.
What was the total amount PAID ^ByAll?
Skip instructions:
Goto MISCTAX
Bold the first line (DURING DURING THE PAST 12 MONTHS –
Did ^YOU_ANYMEM PAY any of the following –
THE PAST 12 MONTHS ‐ )
Other taxes such as inheritance or estate tax?
Delete special instructions
1. Yes
due to deleting PDSLTAX.
2. No
Reword/reformat due to
deletion of other taxes paid Special instructions:
IF PDSLTAX=1, bold‐black the second line “Did ^YOU_ANYMEM
questions.
PAY any – “ ELSE gray out the second line
Skip instructions:
1: Goto MISCTAXX
2, DK, RF: Goto FOODSMP
Update skip instructions and
Store instructions:
1. Store 1 in FIN_STAT and FIN_ORIG
the store instructions for the
2.
IF (INTNMBR = 2 or 5) or (INTNMBR = 3 or 4 and NEWCU = 1)
section complete flag to reflect
set section complete flag
two sample designs.
(store "Yes" in sectcomp(21))
Skip instructions:
IF INTNMBR = 5 then goto Section 22
ELSE goto BBACK
201502 Wording/Specification
Delete question.
DURING THE PAST 12 MONTHS –
Did ^YOU_ANYMEM PAY any inheritance or estate tax?
1. Yes
2. No
Skip instructions:
1: Goto MISCTAXX
2, DK, RF: Goto FOODSMP
Store instructions:
1. Store 1 in FIN_STAT and FIN_ORIG
2. IF (DESIGN=00 AND (INTNMBR = 2 or 5) or (INTNMBR = 3 or 4
and NEWCU = 1)
set section complete flag
(store "Yes" in sectcomp(21))
3. If (DESIGN=10 AND (INTNMBR=1 or 4) or (INTNMBR=2 or 3
and NEWCU=1))
set section complete flag
(store “Yes” in sectcomp(21))
Page 101 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Skip instructions:
IF INTNMBR = 5 or (INTNMBR=4 AND DESIGN=10) then goto Section 22
ELSE goto BBACK
Section 22 changes
CEQ
Section
CEQ CAPI
Variable
22
Change Detail
201403 Wording/Specification
201502 Wording/Specification
BSECT22
Update universe to include 4th
interviews in new sample
design
(BControlCard.CE_INTRO=1) AND (INTNMBR=5)
(BControlCard.CE_INTRO=1) AND [ (INTNMBR=5) OR (INTNMBR=4 AND
DESIGN=10) ]
22
LIAINTRO
Update universe description to
include 4th interviews in new
sample design
5th Interviews only
5th Interviews plus 4th interviews from 2010 sample design only
22
DEFBENRP
Update universe description to
include 4th interviews in new
sample design
All interview 5's
All interview 5's plus interview 4s from 2010 sample design
22
STOCK
Update universe description to
include 4th interviews in new
sample design
All interview 5's
All interview 5's plus interview 4s from 2010 sample design
22
LIQUIDX
Update universe description to
include 4th interviews in new
sample design
All interview 5's
All interview 5's plus interview 4s from 2010 sample design
22
WHOLIF
Update universe description to
include 4th interviews in new
sample design
All interview 5's
All interview 5's plus interview 4s from 2010 sample design
Page 102 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
22
Change Detail
201403 Wording/Specification
201502 Wording/Specification
OTHAST
Update universe description to
include 4th interviews in new
sample design
All interview 5's
All interview 5's plus interview 4s from 2010 sample design
22
CREDIT
Update universe description to
include 4th interviews in new
sample design
All interview 5's
All interview 5's plus interview 4s from 2010 sample design
22
STUDNT
Update universe description to
include 4th interviews in new
sample design
All interview 5's
All interview 5's plus interview 4s from 2010 sample design
22
OTHLOAN
Update universe description to
include 4th interviews in new
sample design
All interview 5's
All interview 5's plus interview 4s from 2010 sample design
22
S22_END
Update universe description to
include 4th interviews in new
sample design
All Interview 5's and OTHLOAN is no, DK or RF, or entry in OTHFINX
All Interview 5's plus interview 4s from 2010 sample design and
OTHLOAN is no, DK or RF, or entry in OTHFINX
Fills changes
CEQ
Section
CEQ CAPI
Variable
Fill
AutoDesc_Fill
Change Detail
Change “plane” to
“aircraft” in item 9
(VEHICYB 190)
Change “moped” to
“motorcycle” for VEHICYB
150
201403 Wording/Specification
201502 Wording/Specification
Description: Fill that describes the auto being disposed
Label: (Car description)
Instructions:
If VEHICYB=100, fill “auto”
If VEHICYB=105, fill “auto or truck”
If VEHICYB=110, fill “truck”
If VEHICYB=120, fill “motor home”
If VEHICYB=130, fill “trailer”
Description: Fill that describes the auto being disposed
Label: (Car description)
Instructions:
If VEHICYB=100, fill “auto”
If VEHICYB=105, fill “auto or truck”
If VEHICYB=110, fill “truck”
If VEHICYB=120, fill “motor home”
If VEHICYB=130, fill “trailer”
Page 103 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
If VEHICYB=140, fill “attached camper”
If VEHICYB=150, fill “moped”
If VEHICYB=160, fill “boat with motor”
If VEHICYB=170, fill “boat without motor”
If VEHICYB=180, fill “trailer for cycle”
If VEHICYB=190, fill “plane”
If VEHICYB=200, fill “other vehicle”
Description: Intro Fill for S3H – PAIDLOAN
Label: (I’d like to ask some questions about (your/your CUs) line of
credit home equity (loan/loans).)
Instructions: The first time at PAIDLOAN fill, “I’d like to ask some
questions about ^YR_YRCUS line of credit home equity ^loan_s.”
n/a – no change to specification
If VEHICYB=140, fill “attached camper”
If VEHICYB=150, fill “motorcycle”
If VEHICYB=160, fill “boat with motor”
If VEHICYB=170, fill “boat without motor”
If VEHICYB=180, fill “trailer”
If VEHICYB=190, fill “aircraft”
If VEHICYB=200, fill “other vehicle”
Description: Intro Fill for S3H – PAIDLOAN
Label: (I’d like to ask some questions about (your/your CUs) home
equity (line/lines) of credit.)
Instructions: The first time at PAIDLOAN fill, “I’d like to ask some
questions about ^YR_YRCUS home equity ^line_s of credit.”
n/a – no change to specification
Delete “for cycle” for
VEHICYB 180
Fills
D_TOTOWED
Change “line of credit home
equity ^loan_s” to “home
equity ^line_s of credit”
Fills
Description_u
til
Fix typo in Description_util fill
for electricity (should be
“electricity” but is showing as
“electric”)
Fills
ENROLLED
Added 2/7/14: Update
ENROLLED fill instructions in
question wording to reflect 1st
interviews instead of 2nd
interviews (in red)
Description: Fill “is enrolled/enrolled” for DRUGPLAN
Label: (is enrolled/enrolled)
Instructions: If this is a new CU (NEWCU=1) OR INTNMBR=2, fill “is
enrolled”
ELSE fill “enrolled”
Description: Fill “is enrolled/enrolled” for DRUGPLAN
Label: (is enrolled/enrolled)
Instructions: If this is a new CU (NEWCU=1) OR INTNMBR=1, fill “is
enrolled”
ELSE fill “enrolled”
Fills
FillS6B_DESC
Description: Fill for the variable S6BOTHER
Instructions:
If ITEM=1, fill “small electrical kitchen appliances”.
If ITEM=2, fill “electric personal appliances”.
If ITEM=3, fill “electric floor cleaning equipment”.
If ITEM=4, fill “household appliances”.
If ITEM=5, fill “sewing machines”.
If ITEM=6, fill “GPS devices, calculators, or fax machines”.
If ITEM=7, fill “digital book readers or tablets”.
If ITEM=8, fill “computers, computer systems or related hardware”.
Description: Fill for the variable S6BOTHER
Instructions:
If ITEM=1, fill “small electrical kitchen appliances”.
If ITEM=2, fill “electric personal appliances”.
If ITEM=3, fill “electric floor cleaning equipment”.
If ITEM=4, fill “household appliances”.
If ITEM=5, fill “sewing machines”.
If ITEM=6, fill “GPS devices, calculators, or fax machines”.
If ITEM=7, fill “digital book readers or tablets”.
If ITEM=8, fill “computers, computer systems or related hardware”.
Add “or bicycle equipment”
to item code 34. Bicycles
Change “, for non‐business
use” to a fill in item 9
(Computer software)
Page 104 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
If ITEM=9, fill “computer software including computer games, for
non‐business use”.
If ITEM=10, fill “computer accessories”.
If ITEM=11, fill “portable memory, such as flash drives, memory card,
and recordable discs and tapes”.
If ITEM=12, fill “video game hardware or accessories”.
If ITEM=13, fill “telephones or accessories”.
If ITEM=14, fill “photographic equipment”.
If ITEM=15, fill “musical instruments, supplies, or accessories”.
If ITEM=16, fill “lawn mowing machinery or other yard equipment”.
If ITEM=17, fill “power tools”.
If ITEM=18, fill “non‐power tools”.
If ITEM=19, fill “window air conditioners”.
If ITEM=20, fill “portable cooling or heating equipment”.
If ITEM=21, fill “televisions, all types including those installed in
vehicles”.
If ITEM=22, fill “DVD players, VCRs, DVRs, or video cameras”.
If ITEM=23, fill “satellite dishes, receivers, or accessories”.
If ITEM=24, fill “handheld personal music players”.
If ITEM=25, fill “stereos, radios, speakers, and sound components
including those installed in vehicles”.
If ITEM=26, fill “sound or video equipment, including accessories”.
If ITEM=27, fill “general sports equipment”.
If ITEM=28, fill “health and exercise equipment”.
If ITEM=29, fill “camping equipment”.
If ITEM=30, fill “hunting and fishing equipment, including all guns”.
If ITEM=31, fill “winter sports equipment”.
If ITEM=32, fill “water sports equipment”.
If ITEM=33, fill “outboard motors”.
If ITEM=34, fill “bicycles”.
If ITEM=35, fill “tricycles or battery powered riders”.
If ITEM=36, fill “playground equipment”.
If ITEM=37, fill “sport or recreation equipment”.
If ITEM=9, fill “computer software including computer
games^FOR_NON_BUS”.
If ITEM=10, fill “computer accessories”.
If ITEM=11, fill “portable memory, such as flash drives, memory card,
and recordable discs and tapes”.
If ITEM=12, fill “video game hardware or accessories”.
If ITEM=13, fill “telephones or accessories”.
If ITEM=14, fill “photographic equipment”.
If ITEM=15, fill “musical instruments, supplies, or accessories”.
If ITEM=16, fill “lawn mowing machinery or other yard equipment”.
If ITEM=17, fill “power tools”.
If ITEM=18, fill “non‐power tools”.
If ITEM=19, fill “window air conditioners”.
If ITEM=20, fill “portable cooling or heating equipment”.
If ITEM=21, fill “televisions, all types including those installed in
vehicles”.
If ITEM=22, fill “DVD players, VCRs, DVRs, or video cameras”.
If ITEM=23, fill “satellite dishes, receivers, or accessories”.
If ITEM=24, fill “handheld personal music players”.
If ITEM=25, fill “stereos, radios, speakers, and sound components
including those installed in vehicles”.
If ITEM=26, fill “sound or video equipment, including accessories”.
If ITEM=27, fill “general sports equipment”.
If ITEM=28, fill “health and exercise equipment”.
If ITEM=29, fill “camping equipment”.
If ITEM=30, fill “hunting and fishing equipment, including all guns”.
If ITEM=31, fill “winter sports equipment”.
If ITEM=32, fill “water sports equipment”.
If ITEM=33, fill “outboard motors”.
If ITEM=34, fill “bicycles or bicycle equipment”.
If ITEM=35, fill “tricycles or battery powered riders”.
If ITEM=36, fill “playground equipment”.
If ITEM=37, fill “sport or recreation equipment”.
Page 105 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Fills
Change Detail
201403 Wording/Specification
201502 Wording/Specification
FOR_NON_B
US
New fill for item 9 (Computer
software) for “, for non‐
business use”
n/a
Fills
H_PURPOSE3
New fill to address different
number of interviews between
old sample design and new
sample design in H_PURPOSE3
in FAQ screens
n/a
Fills
line_s
New fill (replaces loan_s fill in
D_PAIDLOAN fill)
n/a
Fills
loan_s
Delete fill (replace with line_s
fill in D_PAIDLOAN fill)
Fills
MDCDST
Add a fill to the Medicaid
questions (CHGMDCDE,
MDCDENR, MDCDCOV),
displaying the state name after
Description: (loan/loans) based on # of new LOCHEL
Label: (loan/loans)
Instructions: If NEWNumLCHEL=1 then fill “loan” ELSE fill “loans”
n/a
Description:
Label:
Instructions: if CONTROLCARD.BUSCREEN=2 leave blank, else fill “, for
non‐business use”
Description: Fill for H_PURPOSE3 FAQ screen
Instructions:
IF DESIGN=00, fill:
Data collection is carried out by the Bureau of the Census. In the
Interview Survey, each consumer unit is interviewed every 3 months
over 5 calendar quarters. In the initial interview, information is
collected on demographic and family characteristics. Expenditure
information is collected in the second through fifth interview using
uniform questionnaires. In the fifth interview, a supplement is used
to account for changes in assets and liabilities.
If DESIGN‐10, fill:
Data collection is carried out by the Bureau of the Census. In the
Interview Survey, each consumer unit is interviewed every 3 months
over 4 calendar quarters. In the initial interview, information is
collected on demographic and family characteristics. Expenditure
information is then collected over four quarterly interviews using
uniform questionnaires. In the fourth interview, a supplement is used
to account for changes in assets and liabilities.
Description: (line/lines) based on # of new LOCHEL
Label: (line/lines)
Instructions: If NEWNumLCHEL=1 then fill “line” ELSE fill “lines”
Delete fill
Description:
Label:
Instructions: If state is Connecticut, District of Columbia, Hawaii,
Maryland, Minnesota, Pennsylvania, Rhode Island, or South Dakota, fill
“/Medical Assistance”
Page 106 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
“Medicaid” with a slash in
between the two.
Fills
Month3mont
hs
Remove fill – replace in
CE_INTRO with text “three
months” since there will no
longer be 1‐month reference
periods.
Fill
Pre‐
REF_MONTH
Fill for TOTOWED question (and N/A
TOTOWED_FILL) for month
prior to REF_MONTH
Fills
PURCHASE_P
AY
Update due to deleting
encyclopedia item code and
subsequent renumbering.
Fills
REF_MONTH
Eliminate 1 month reference
period
Description: (month/three months) fill for CE_INTRO
Label: (month/three months)
Instructions: If INTNMBR=1, fill “month”. ELSE fill “three months”
Description: Fill for the variable S17AOTHR (MORE)
Label: (purchase/pay for renting/pay for)
Instructions: If ITEM=9‐19, 21, 24, or 26, fill “purchase”
If ITEM=22, 25, fill “pay for renting”
ELSE fill “pay for”
Description: Reference month (previous month for 1st interviews/3
months ago if interview number >1)
Label: (reference month)
Instructions: If the INTNMBR = 1, REF_MONTH = month before the
interview; If interview number > 1, REF_MONTH = 3 months before
the interview.
201502 Wording/Specification
ELSEIF state is Arizona, fill “/Arizona Health Care Cost Containment
System”
ELSEIF state is California, fill “/Medi‐Cal”
ELSEIF state is Kentucky, fill “/KY Health Choices”
ELSEIF state is Maine, fill “/MaineCare”
ELSEIF state is Massachusetts, fill “MassHealth”
ELSEIF state is Missouri, fill “/MO HealthNet”
ELSEIF state is Oregon, fill “/OR Health Plan”
ELSEIF state is Oklahoma, fill “/SoonerCare”
ELSEIF state is Tennessee, fill “/TennCare”
ELSEIF state is Wyoming, fill “/EqualityCare’
ELSE leave blank
Delete fill.
Description:
Label:
Instructions:
Fill month for the month prior to reference month (four months ago)
Description: Fill for the variable S17AOTHR (MORE)
Label: (purchase/pay for renting/pay for)
Instructions: If ITEM=9‐18, 20, 23, or 25, fill “purchase”
If ITEM=21, 24, fill “pay for renting”
ELSE fill “pay for”
Description: Reference month (3 months ago)
Label: (reference month)
Instructions: REF_MONTH = 3 months before the interview.
Calculated by taking the INTPER from record type 10 to come up with
the base month to start from.
Page 107 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Calculated by taking the INTPER from record type 10 to come up with
the base month to start from.
Fills
RENT_MORE_
FILL
Fills
RENTX3FILL
Fills
S10_INTRO
Change “planes” to “aircraft” in Description: Fill for RENT_MORE
Label: (description)
item 9.
Instructions:
If ITEM=1, fill “autos, trucks, vans, minivans, or SUVs”
If ITEM=2, fill “motor homes”
If ITEM=3, fill “trailer‐type campers”
If ITEM=4, fill “attachable‐type campers”
If ITEM=5, fill “motorcycles, motor scooters, or mopeds”
If ITEM=6, fill “boats, with motors”
If ITEM=7, fill “boats, without motors”
If ITEM=8, fill “trailers, other than a camper type”
If ITEM=9, fill “private planes”
If ITEM=10, fill “vehicles”
Delete fill. (There will no longer Description: Fill for RENTX3
Label: (Include any extra charges for garage or parking facilities, but
be a need for this fill since 1st
interviews will follow the same do not include direct payments by local, state, or federal agencies./)
Instructions: If INTNMBR=1, fill “Include any extra charges for garage
path as other interviews and
or parking facilities, but do not include direct payments by local,
get this wording on the RENTX1 state, or federal agencies.”
screen.)
Description: Fill for RENT_MORE
Label: (description)
Instructions:
If ITEM=1, fill “autos, trucks, vans, minivans, or SUVs”
If ITEM=2, fill “motor homes”
If ITEM=3, fill “trailer‐type campers”
If ITEM=4, fill “attachable‐type campers”
If ITEM=5, fill “motorcycles, motor scooters, or mopeds”
If ITEM=6, fill “boats, with motors”
If ITEM=7, fill “boats, without motors”
If ITEM=8, fill “trailers, other than a camper type”
If ITEM=9, fill “private aircraft”
If ITEM=10, fill “vehicles”
Delete fill.
Description: Fill for S10_INTRO question
Delete fill. (No longer a need
Label: (rentals and/ )
for this fill since “rentals and”
will be added to the permanent Instructions: If INTNMBR=2‐5, fill “rentals and”.
wording for S10_INTRO due to
the fact that 1st interviews will
now ask about rentals just like
interviews 2‐5.)
Delete fill.
Page 108 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Fills
S16_ITEMNA
ME
Fills
S17_TmpFillin
str
Fills
S17_13Optio
n
Fills
S17AOTHR
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Add “, including pre‐paid
Description: Description fill for Section 16 (Education)
Label: (Description)
tuition” to item code 3. Tuition.
Instructions:
If ITEM=1, fill “recreational lessons or other instruction”
If ITEM=2, fill “preschool or child day care centers”
If ITEM=3, fill “tuition”
If ITEM=4, fill “housing while attending school”
If ITEM=5, fill “food or board while attending school”
If ITEM=6, fill “private school bus service”
If ITEM=7, fill “test preparation or tutoring services”
If ITEM=8, fill “purchase of any school books, supplies, or equipment
which has not already been reported”
If ITEM=9, fill “other school related expenses not already reported”
Update fill instructions due to
Description: fill for enter 13 for same amount each month
Label: (* Enter 13 for same amount each month of the reference
deleting encyclopedia item
period/ )
code (14) and renumbering
Instructions: If SUB_ITEM=1‐2, 8, 15, 20, 22‐23, 25, pre‐fill “* Enter
subsequent item codes
13 for same amount each month of the reference period” ELSE leave
blank
Update fill instructions due to
Description: Month – same amount each month
Label: (Same amount each month/ )
deleting encyclopedia item
Instructions: If SUB_ITEM=1‐2, 8, 15, 20, 22‐23, 25, pre‐fill “Same
code (14) and renumbering
amount each month” ELSE do not show response option
subsequent item codes
Description: Description fill for Section 16 (Education)
Label: (Description)
Instructions:
If ITEM=1, fill “recreational lessons or other instruction”
If ITEM=2, fill “preschool or child day care centers”
If ITEM=3, fill “tuition, including pre‐paid tuition”
If ITEM=4, fill “housing while attending school”
If ITEM=5, fill “food or board while attending school”
If ITEM=6, fill “private school bus service”
If ITEM=7, fill “test preparation or tutoring services”
If ITEM=8, fill “purchase of any school books, supplies, or equipment
which has not already been reported”
If ITEM=9, fill “other school related expenses not already reported”
Description: fill for enter 13 for same amount each month
Label: (* Enter 13 for same amount each month of the reference
period/ )
Instructions: If SUB_ITEM=1‐2, 8, 14, 19, 21‐22, 24, pre‐fill “* Enter 13
for same amount each month of the reference period” ELSE leave
blank
Description: Month – same amount each month
Label: (Same amount each month/ )
Instructions: If SUB_ITEM=1‐2, 8, 14, 19, 21‐22, 24, pre‐fill “Same
amount each month” ELSE do not show response option
Description: Description fill for S17AOTHR (MORE)
Label: (description)
Instructions: If ITEM=1, pre‐fill “ “
If ITEM=1, pre‐fill “golf courses or country clubs“
If ITEM=2, pre‐fill “health clubs, fitness centers, swimming pools,
weight loss centers, or other sports or recreational organizations“
If ITEM=3, pre‐fill “fees for participating in sports“
If ITEM=4, pre‐fill “vacation clubs“
If ITEM=5, pre‐fill “civic, service, fraternal, or other social
organizations“
Update list due to deleting
encyclopedias item code
and renumbering
subsequent item codes
Reword fill for 18 (now 17)
from “film processing or
printing of digital
Description: Description fill for S17AOTHR (MORE)
Label: (description)
Instructions: If ITEM=1, pre‐fill “ “
If ITEM=1, pre‐fill “golf courses or country clubs“
If ITEM=2, pre‐fill “health clubs, fitness centers, swimming pools,
weight loss centers, or other sports or recreational organizations“
If ITEM=3, pre‐fill “fees for participating in sports“
If ITEM=4, pre‐fill “vacation clubs“
If ITEM=5, pre‐fill “civic, service, fraternal, or other social
organizations“
Page 109 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
photography” to “photo
printing or processing”
Fills
S19A_CC_Fill
201403 Wording/Specification
If ITEM=6, pre‐fill “credit card membership fees“
If ITEM=7, pre‐fill “shopping club membership fees or discount
memberships“
If ITEM=8, pre‐fill “direct or online dating services“
If ITEM=9, pre‐fill “single or season tickets to spectator sports events“
If ITEM=10, pre‐fill “single or season tickets to plays, operas, or
concerts“
If ITEM=11, pre‐fill “tickets to movies, parks, or museums“
If ITEM=12, pre‐fill “single copies of newspapers, magazines, or
periodicals, including digital“
If ITEM=13, pre‐fill “subscriptions to newspapers, magazines, or
periodicals, including digital “
If ITEM=14, pre‐fill “encyclopedias or other reference books“
If ITEM=15, pre‐fill “books purchased through a book club“
If ITEM=16, pre‐fill “books or digital books not purchased through a
book club“
If ITEM=17, pre‐fill “photographic film or disposable cameras“
If ITEM=18, pre‐fill “film processing or printing of digital
photography“
If ITEM=19, pre‐fill “music files or discs“
If ITEM=20, pre‐fill “subscription music services“
If ITEM=21, pre‐fill “video files or discs“
If ITEM=22, pre‐fill “video files or discs“
If ITEM=23, pre‐fill “streaming video subscriptions“
If ITEM=24, pre‐fill “video games“
If ITEM=25, pre‐fill “video games“
If ITEM=26, pre‐fill “apps, games, or ringtones for a mobile device“
If ITEM=27, pre‐fill “online games or other internet entertainment“
Reword #20 from “food and
Description: S19A Combcode description
Label: (description)
beverages for catered affairs,
parties or events” to “catering” Instructions:
If ITEM=14, fill “toy or game”
If ITEM=15, fill “arts or crafts kits”
If ITEM=16, fill “sewing, knitting, or quilting materials and items”
201502 Wording/Specification
If ITEM=6, pre‐fill “credit card membership fees“
If ITEM=7, pre‐fill “shopping club membership fees or discount
memberships“
If ITEM=8, pre‐fill “direct or online dating services“
If ITEM=9, pre‐fill “single or season tickets to spectator sports events“
If ITEM=10, pre‐fill “single or season tickets to plays, operas, or
concerts“
If ITEM=11, pre‐fill “tickets to movies, parks, or museums“
If ITEM=12, pre‐fill “single copies of newspapers, magazines, or
periodicals, including digital“
If ITEM=13, pre‐fill “subscriptions to newspapers, magazines, or
periodicals, including digital “
If ITEM=14, pre‐fill “books purchased through a book club“
If ITEM=15, pre‐fill “books or digital books not purchased through a
book club“
If ITEM=16, pre‐fill “photographic film or disposable cameras“
If ITEM=17, pre‐fill “photo printing or processing“
If ITEM=18, pre‐fill “music files or discs“
If ITEM=19, pre‐fill “subscription music services“
If ITEM=20, pre‐fill “video files or discs“
If ITEM=21, pre‐fill “video files or discs“
If ITEM=22, pre‐fill “streaming video subscriptions“
If ITEM=23, pre‐fill “video games“
If ITEM=24, pre‐fill “video games“
If ITEM=25, pre‐fill “apps, games, or ringtones for a mobile device“
If ITEM=26, pre‐fill “online games or other internet entertainment“
Description: S19A Combcode description
Label: (description)
Instructions:
If ITEM=14, fill “toy or game”
If ITEM=15, fill “arts or crafts kits”
If ITEM=16, fill “sewing, knitting, or quilting materials and items”
Page 110 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
Fills
S9A_ITEMNA
ME
Add “or blazers” to 2. Sport
coats or tailored jackets
Fills
SHIPHANDL
Update fill instructions due to
deleting encyclopedia item
201403 Wording/Specification
201502 Wording/Specification
If ITEM=17, fill “pet, pet supplies, or pet medicine”
If ITEM=18, fill “pet service”
If ITEM=19, fill “veterinarian expenses for pets”
If ITEM=20, fill “food and beverages for catered affairs, parties or
events”
If ITEM=21, fill “live entertainment”
If ITEM=22, fill “rental of party supplies”
If ITEM=23, fill “cemetery lot or vault”
If ITEM=24, fill “funeral, burial or cremations”
Description: Fill for More
Instructions:
If ITEM=1 then fill “coats, jackets, or furs”
If ITEM=2 then fill “sport coats or tailored jackets”
If ITEM=3 then fill “suits”
If ITEM=4 then fill “vests”
If ITEM=5 then fill “shirts, sweaters, blouses, or tops”
If ITEM=6 then fill “pants, jeans, or shorts”
If ITEM=7 then fill “dresses”
If ITEM=8 then fill “skirts”
If ITEM=9 then fill “undergarments”
If ITEM=10 then fill “hosiery”
If ITEM=11 then fill “nightwear or loungewear”
If ITEM=12 then fill “accessories”
If ITEM=13 then fill “swimsuits or warm‐up or ski suits”
If ITEM=14 then fill “uniforms, for which the cost is not reimbursed”
If ITEM=15 then fill “costumes”
If ITEM=16 then fill “footwear”
If ITEM=17 then fill “diapers”
If ITEM=18 then fill “layettes”
If ITEM=19 then fill “watches”
If ITEM=20 then fill “jewelry”
Description: Fill for the variable amount
Label: ((Include shipping and handling fees./ ))
If ITEM=17, fill “pet, pet supplies, or pet medicine”
If ITEM=18, fill “pet service”
If ITEM=19, fill “veterinarian expenses for pets”
If ITEM=20, fill “catering”
If ITEM=21, fill “live entertainment”
If ITEM=22, fill “rental of party supplies”
If ITEM=23, fill “cemetery lot or vault”
If ITEM=24, fill “funeral, burial or cremations”
Description: Fill for More
Instructions:
If ITEM=1 then fill “coats, jackets, or furs”
If ITEM=2 then fill “sport coats, tailored jackets, or blazers”
If ITEM=3 then fill “suits”
If ITEM=4 then fill “vests”
If ITEM=5 then fill “shirts, sweaters, blouses, or tops”
If ITEM=6 then fill “pants, jeans, or shorts”
If ITEM=7 then fill “dresses”
If ITEM=8 then fill “skirts”
If ITEM=9 then fill “undergarments”
If ITEM=10 then fill “hosiery”
If ITEM=11 then fill “nightwear or loungewear”
If ITEM=12 then fill “accessories”
If ITEM=13 then fill “swimsuits or warm‐up or ski suits”
If ITEM=14 then fill “uniforms, for which the cost is not reimbursed”
If ITEM=15 then fill “costumes”
If ITEM=16 then fill “footwear”
If ITEM=17 then fill “diapers”
If ITEM=18 then fill “layettes”
If ITEM=19 then fill “watches”
If ITEM=20 then fill “jewelry”
Description: Fill for the variable amount
Label: ((Include shipping and handling fees.)/ )
Page 111 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
Fills
CEQ CAPI
Variable
ST_CHIP
Change Detail
201403 Wording/Specification
201502 Wording/Specification
code (14) and renumbering
subsequent item codes
Instructions: If SUB_ITEM=9‐10, 12‐16, 18‐19, 21, 24, fill “(Include
shipping and handling fees.)”
Instructions: If SUB_ITEM=9‐10, 12‐15, 17‐18, 20, 23, fill “(Include
shipping and handling fees.)”
Fill for STLOTHMD and
OTHMED questions in 14C that
fills state names for CHIP
n/a
Instructions:
If state is Arkansas then fill “/ALL Kids program”
If state is Alaska then fill “/Denali Kidcare”
If state is Arizona then fill “/KidsCare Program”
If state is Arkansas then fill “/ARKids First‐B”
If state is California then fill “/Healthy Families Program”
If state is Colorado then fill “/Child Health Plan Plus (CHP+ program)”
If state is Connecticut then fill “/HUSKY Part B”
If state is Delaware then fill “/Delaware Healthy Children Program”
If state is Florida then fill “/Florida KidCare/MediKids/Healthy
Kids/Title XXI Children’s Medical Services Network”
If state is Georgia then fill “/PeachCare for Kids”
If state is Hawaii then fill “/QUEST Expanded Access (QExA)”
If state is Idaho then fill “/Access card”
If state is Illinois then fill “/All Kids”
If state is Iowa then fill “/Healthy and Well Kids in Iowa (hawk‐i)
program”
If state is Kansas then fill “/Healthwave”
If state is Kentucky then fill “/KCHIP (Kentucky Children’s Health
Insurance Program)/Family Choices”
If state is Louisiana then fill “/LaCHIP program”
If state is Maine then fill “/CubCare”
If state is Maryland then fill “/Maryland Children’s Health Program
(MCHP)”
If state is Michigan then fill “/MIChild program”
If state is Missouri then fill “/MO HealthNet for Kids/Healthy Children
and Youth”
If state is Nebraska then fill “/Kids Connection program”
If state is Nevada then fill “/Nevada Check Up Program”
If state is New Hampshire then fill “/Children’s Medicaid”
If state is New Mexico then fill “/SALUD!/Medical Assistance”
Page 112 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
Fills
CEQ CAPI
Variable
ST_PORTAL
Change Detail
Fill for PORTAL question in 14B
that fills state names for
healthcare exchanges
201403 Wording/Specification
n/a
201502 Wording/Specification
If state is New York then fill “/Child Health Plus (CHPlus) program”
If state is North Carolina then fill “/North Carolina Health Choice for
Children (NCHC)”
If state is North Dakota then fill “/Healthy Steps program”
If state is Oregon then fill “/Healthy KidsConnect”
If state is South Carolina then fill “/Partners for Healthy Children/SC
Healthy Connection Kids”
If state is South Dakota then fill “/Children’s Health Insurance
Program”
If state is Tennessee then fill “/CoverKids program”
If state is Texas then fill “/CHIP Prenatal”
If state is Vermont then fill “/Dr. Dynasaur”
If state is Virginia then fill “/Title XXI Waiver”
If state is Washington then fill “/Premium‐Based Apple for Kids”
If state is West Virginia then fill “/WVCHIP”
If state is Wisconsin then fill “/Katie Beckett”
If state is Wyoming then fill “/KidCare CHIP program”
ELSE leave blank
Instructions:
If state is Arkansas then fill “the Arkansas Health Connector or”
If state is California then fill “Covered California or”
If state is Colorado then fill “Connect for Health Colorado or”
If state is Connecticut then fill “Access Health CT or”
If state is Delaware then fill “Choose Health Delaware or”
If state is District of Columbia then fill “DC Health Link or”
If state is Hawaii then fill “the Hawaii Health Connector or”
If state is Idaho then fill “Your Health Idaho or”
If state is Illinois then fill “Get Covered Illinois or”
If state is Kentucky then fill “Kynect or”
If state is Maryland then fill “the Maryland Health Connection or”
If state is Massachusetts then fill “the Massachusetts Health
Connector, Commonwealth Care (CommCare), Commonwealth
Choice (CommChoice) or”
Page 113 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
Fills
CEQ CAPI
Variable
STR1
Change Detail
Update fill for item 26 due
to deleting “room‐size”
Change “closet storage
items” to “closet and
storage items” (item 17)
201403 Wording/Specification
201502 Wording/Specification
Description: S8A furniture descriptions
Label: (description)
Instructions:
If ITEM=1, fill “sofas”
If ITEM=2, fill “living room chairs”
If ITEM=3, fill “living room tables”
If ITEM=4, fill “ping‐pong, pool tables or other recreation room
items”
If ITEM=5, fill “living room, family, or recreation room furniture
including desks, wall units, and shelving”
If ITEM=6, fill “living room furniture combinations”
If ITEM=7, fill “dining room or kitchen furniture”
If ITEM=8, fill “mattresses or box springs”
If ITEM=9, fill “bedroom furniture other than mattresses or box
springs”
If ITEM=10, fill “infants furniture”
If ITEM=11, fill “infants equipment”
If ITEM=12, fill “patio, porch, or outdoor furniture”
If ITEM=13, fill “barbeque grills or outdoor decorative items”
If ITEM=14, fill “office furniture for home”
If state is Michigan then fill “the Health Insurance Consumer
Assistance Program (HICAP) or”
If state is Minnesota then fill “MNsure or”
If state is Nevada then fill “the Nevada Health Link or”
If state is New Mexico then fill “BeWellNM or”
If state is New York then fill “New York State of Health or”
If state is Oregon then fill “Cover Oregon or”
If state is Rhode Island then fill “Health Source RI or”
If state is Vermont then fill “Vermont Health Connect or”
If state is Washington then fill “the Washington Health Plan Finder,
the Washington Health Benefit Exchange or”
If state is West Virginia then fill “the West Virginia Health Insurance
Marketplace or”
ELSE leave blank
Description: S8A furniture descriptions
Label: (description)
Instructions:
If ITEM=1, fill “sofas”
If ITEM=2, fill “living room chairs”
If ITEM=3, fill “living room tables”
If ITEM=4, fill “ping‐pong, pool tables or other recreation room items”
If ITEM=5, fill “living room, family, or recreation room furniture
including desks, wall units, and shelving”
If ITEM=6, fill “living room furniture combinations”
If ITEM=7, fill “dining room or kitchen furniture”
If ITEM=8, fill “mattresses or box springs”
If ITEM=9, fill “bedroom furniture other than mattresses or box
springs”
If ITEM=10, fill “infants furniture”
If ITEM=11, fill “infants equipment”
If ITEM=12, fill “patio, porch, or outdoor furniture”
If ITEM=13, fill “barbeque grills or outdoor decorative items”
If ITEM=14, fill “office furniture for home”
If ITEM=15, fill “lamps, lighting fixtures, or ceiling fans”
Page 114 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
Fills
CEQ CAPI
Variable
STR2
Change Detail
Update item 26 due to
deleting “room‐size”
Change “closet storage
items” to “closet and
storage items” (item 17)
201403 Wording/Specification
201502 Wording/Specification
If ITEM=15, fill “lamps, lighting fixtures, or ceiling fans”
If ITEM=16, fill “household decorative items”
If ITEM=17, fill “closet storage items”
If ITEM=18, fill “travel items including luggage”
If ITEM=19, fill “stainless, silver, or other flatware”
If ITEM=20, fill “non‐electric cookware”
If ITEM=21, fill “dishes, glasses, or serving pieces”
If ITEM=22, fill “bedroom linens”
If ITEM=23, fill “bathroom linens”
If ITEM=24, fill “kitchen, dining room, or other linens”
If ITEM=25, fill “slipcovers, decorative pillows, or cushions”
If ITEM=26, fill “room size rugs or other non‐permanent floor
coverings, including carpet squares”
If ITEM=27, fill “curtains or drapes”
If ITEM=28, fill “blinds, shades, or other window coverings”
Description: Fill for COMBCODE
Label: Fill for COMBCODE
Instructions:
If ITEM=1, fill “sofas”
If ITEM=2, fill “living room chairs”
If ITEM=3, fill “living room tables”
If ITEM=4, fill “ping‐pong, pool tables or other recreation room
items”
If ITEM=5, fill “other living room furniture, including desks or
shelving”
If ITEM=6, fill “living room furniture combinations”
If ITEM=7, fill “dining room or kitchen furniture”
If ITEM=8, fill “mattresses or box springs”
If ITEM=9, fill “bedroom furniture”
If ITEM=10, fill “infants furniture”
If ITEM=11, fill “infants equipment”
If ITEM=12, fill “patio, porch, or outdoor furniture”
If ITEM=13, fill “barbeque grills or outdoor decorative items”
If ITEM=14, fill “office furniture for home”
If ITEM=16, fill “household decorative items”
If ITEM=17, fill “closet and storage items”
If ITEM=18, fill “travel items including luggage”
If ITEM=19, fill “stainless, silver, or other flatware”
If ITEM=20, fill “non‐electric cookware”
If ITEM=21, fill “dishes, glasses, or serving pieces”
If ITEM=22, fill “bedroom linens”
If ITEM=23, fill “bathroom linens”
If ITEM=24, fill “kitchen, dining room, or other linens”
If ITEM=25, fill “slipcovers, decorative pillows, or cushions”
If ITEM=26, fill “rugs or other non‐permanent floor coverings, including
carpet squares”
If ITEM=27, fill “curtains or drapes”
If ITEM=28, fill “blinds, shades, or other window coverings”
Description: Fill for COMBCODE
Label: Fill for COMBCODE
Instructions:
If ITEM=1, fill “sofas”
If ITEM=2, fill “living room chairs”
If ITEM=3, fill “living room tables”
If ITEM=4, fill “ping‐pong, pool tables or other recreation room items”
If ITEM=5, fill “other living room furniture, including desks or shelving”
If ITEM=6, fill “living room furniture combinations”
If ITEM=7, fill “dining room or kitchen furniture”
If ITEM=8, fill “mattresses or box springs”
If ITEM=9, fill “bedroom furniture”
If ITEM=10, fill “infants furniture”
If ITEM=11, fill “infants equipment”
If ITEM=12, fill “patio, porch, or outdoor furniture”
If ITEM=13, fill “barbeque grills or outdoor decorative items”
If ITEM=14, fill “office furniture for home”
If ITEM=15, fill “lamps, lighting fixtures, or ceiling fans”
If ITEM=16, fill “other decorative items”
Page 115 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
Fills
CEQ CAPI
Variable
SUBDESC
Change Detail
201403 Wording/Specification
If ITEM=15, fill “lamps, lighting fixtures, or ceiling fans”
If ITEM=16, fill “other decorative items”
If ITEM=17, fill “closet storage items”
If ITEM=18, fill “travel items including luggage”
If ITEM=19, fill “stainless, silver, or other flatware”
If ITEM=20, fill “non‐electric cookware”
If ITEM=21, fill “dishes, glasses, or serving pieces”
If ITEM=22, fill “bedroom linens”
If ITEM=23, fill “bathroom linens”
If ITEM=24, fill “kitchen, dining room, or other linens”
If ITEM=25, fill “slipcovers, pillows, or cushions”
If ITEM=26, fill “room size rugs”
If ITEM=27, fill “curtains or drapes”
If ITEM=28, fill “blinds, shades, or other window coverings”
Description: Fill for variable SUBDESC
Delete “encyclopedia or
Label: (description)
reference book” from item
Instructions:
14 an renumber
If ITEM=1, pre‐fill “golf course or country club”
subsequent item codes
If ITEM=2, pre‐fill “health, fitness or recreation club”
Change fill for item 18 from If ITEM=3, pre‐fill “fee for sports participation”
“film processing or digital
If ITEM=4, pre‐fill “vacation club”
photo print” to “photo
If ITEM=5, pre‐fill “civic, service, fraternal or social organization”
If ITEM=6, pre‐fill “credit card membership fee”
printing or processing”
If ITEM=7, pre‐fill “shopping club or discount membership”
If ITEM=8, pre‐fill “dating service”
If ITEM=9, pre‐fill “ticket to sports events”
If ITEM=10, pre‐fill “ticket to live entertainment”
If ITEM=11, pre‐fill “ticket to movies, parks or museums”
If ITEM=12, pre‐fill “single copy newspapers or magazines”
If ITEM=13, pre‐fill “subscription newspapers or magazines”
If ITEM=14, pre‐fill “encyclopedia or reference book”
If ITEM=15, pre‐fill “book from book club”
If ITEM=16, pre‐fill “book or digital book”
If ITEM=17, pre‐fill “film or disposable camera”
201502 Wording/Specification
If ITEM=17, fill “closet and storage items”
If ITEM=18, fill “travel items including luggage”
If ITEM=19, fill “stainless, silver, or other flatware”
If ITEM=20, fill “non‐electric cookware”
If ITEM=21, fill “dishes, glasses, or serving pieces”
If ITEM=22, fill “bedroom linens”
If ITEM=23, fill “bathroom linens”
If ITEM=24, fill “kitchen, dining room, or other linens”
If ITEM=25, fill “slipcovers, pillows, or cushions”
If ITEM=26, fill “rugs ”
If ITEM=27, fill “curtains or drapes”
If ITEM=28, fill “blinds, shades, or other window coverings”
Description: Fill for variable SUBDESC
Label: (description)
Instructions:
If ITEM=1, pre‐fill “golf course or country club”
If ITEM=2, pre‐fill “health, fitness or recreation club”
If ITEM=3, pre‐fill “fee for sports participation”
If ITEM=4, pre‐fill “vacation club”
If ITEM=5, pre‐fill “civic, service, fraternal or social organization”
If ITEM=6, pre‐fill “credit card membership fee”
If ITEM=7, pre‐fill “shopping club or discount membership”
If ITEM=8, pre‐fill “dating service”
If ITEM=9, pre‐fill “ticket to sports events”
If ITEM=10, pre‐fill “ticket to live entertainment”
If ITEM=11, pre‐fill “ticket to movies, parks or museums”
If ITEM=12, pre‐fill “single copy newspapers or magazines”
If ITEM=13, pre‐fill “subscription newspapers or magazines”
If ITEM=14, pre‐fill “book from book club”
If ITEM=15, pre‐fill “book or digital book”
If ITEM=16, pre‐fill “film or disposable camera”
If ITEM=17, pre‐fill “photo printing or processing”
Page 116 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
Fills
CEQ CAPI
Variable
TMP2V
Change Detail
201403 Wording/Specification
If ITEM=18, pre‐fill “film processing or digital photo print”
If ITEM=19, pre‐fill “purchased music”
If ITEM=20, pre‐fill “subscription music service”
If ITEM=21, pre‐fill “purchased video file or disc”
If ITEM=22, pre‐fill “rented video file or disc”
If ITEM=23, pre‐fill “streaming video subscription”
If ITEM=24, pre‐fill “purchased video game”
If ITEM=25, pre‐fill “rented video game”
If ITEM=26, pre‐fill “app, game or ringtone mobile device”
If ITEM=27, pre‐fill “online game or internet entertainment”
Update #20 from “food and Description: S19A description
Label: (description)
beverages for catered
Instructions:
affairs” to “catering”
IF ITEM=1, fill “fresh flowers or potted plants”
Update #21 from “live
IF ITEM=2, fill “professional photography”
entertainment” to “the
IF ITEM=3, fill “lawyers or other legal professional services”
arrangement of live
IF ITEM=4, fill “accounting fees”
entertainment for special
IF ITEM=5, fill “occupational expenses such as union dues or
professional licenses”
occasions”
IF ITEM=6, fill “gardening or lawn care services”
IF ITEM=7, fill “housekeeping services”
IF ITEM=8, fill “home security system service fees”
IF ITEM=9, fill “other home services or small repair jobs around the
house, not previously reported”
IF ITEM=10, fill “moving, storage or freight”
IF ITEM=11, fill “stamp or coin collecting”
IF ITEM=12, fill “lotteries or games of chance”
IF ITEM=13, fill “babysitting, nanny services, or other child care
inside or outside your home”
IF ITEM=14, fill “toys or games”
IF ITEM=15, fill “arts or crafts kits”
IF ITEM=16, fill “sewing, knitting, or quilting materials and items”
IF ITEM=17, fill “the purchase of pets, pet supplies, or pet medicine”
IF ITEM=18, fill “pet services”
201502 Wording/Specification
If ITEM=18, pre‐fill “purchased music”
If ITEM=19, pre‐fill “subscription music service”
If ITEM=20, pre‐fill “purchased video file or disc”
If ITEM=21, pre‐fill “rented video file or disc”
If ITEM=22, pre‐fill “streaming video subscription”
If ITEM=23, pre‐fill “purchased video game”
If ITEM=24, pre‐fill “rented video game”
If ITEM=25, pre‐fill “app, game or ringtone mobile device”
If ITEM=26, pre‐fill “online game or internet entertainment”
Description: S19A description
Label: (description)
Instructions:
IF ITEM=1, fill “fresh flowers or potted plants”
IF ITEM=2, fill “professional photography”
IF ITEM=3, fill “lawyers or other legal professional services”
IF ITEM=4, fill “accounting fees”
IF ITEM=5, fill “occupational expenses such as union dues or
professional licenses”
IF ITEM=6, fill “gardening or lawn care services”
IF ITEM=7, fill “housekeeping services”
IF ITEM=8, fill “home security system service fees”
IF ITEM=9, fill “other home services or small repair jobs around the
house, not previously reported”
IF ITEM=10, fill “moving, storage or freight”
IF ITEM=11, fill “stamp or coin collecting”
IF ITEM=12, fill “lotteries or games of chance”
IF ITEM=13, fill “babysitting, nanny services, or other child care inside
or outside your home”
IF ITEM=14, fill “toys or games”
IF ITEM=15, fill “arts or crafts kits”
IF ITEM=16, fill “sewing, knitting, or quilting materials and items”
IF ITEM=17, fill “the purchase of pets, pet supplies, or pet medicine”
IF ITEM=18, fill “pet services”
Page 117 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Change Detail
201403 Wording/Specification
201502 Wording/Specification
IF ITEM=19, fill “veterinarian expenses for pets”
IF ITEM=20, fill “food and beverages for catered affairs”
IF ITEM=21, fill “live entertainment”
IF ITEM=22, fill “rental of party supplies”
IF ITEM=23, fill “the purchase or upkeep of cemetery lots or vaults”
IF ITEM=24, fill “funerals, burials, or cremations”
IF ITEM=19, fill “veterinarian expenses for pets”
IF ITEM=20, fill “catering”
IF ITEM=21, fill “the arrangement of live entertainment for special
occasions”
IF ITEM=22, fill “rental of party supplies”
IF ITEM=23, fill “the purchase or upkeep of cemetery lots or vaults”
IF ITEM=24, fill “funerals, burials, or cremations”
Description:
Label:
Instructions:
IF PAIDLOAN=2, DK, RF, fill “How much was owed at the end of
^LAST_MONTH?”
ELSEIF PDAMTX3 ne 0, fill “How much was owed at the end of
^TWO_MONTH before the payment made in ^LAST_MONTH?”
ELSEIF PDAMTX2 ne 0, fill “How much was owed at the end of
^REF_MONTH before the payment made in ^TWO_MONTH?”
ELSEIF PDAMTX1 ne 0, fill, “How much was owed at the end of ^PRE‐
REF_MONTH before the payment made in ^REF_MONTH?”
Description:
Label:
Instructions:
IF PAIDLOAN=2, DK, RF, fill “How much was owed at the end of
^LAST_MONTH?”
ELSEIF PD2AMTX3 ne 0, fill “How much was owed at the end of
^TWO_MONTH before the payment made in ^LAST_MONTH?”
ELSEIF PD2AMTX2 ne 0, fill “How much was owed at the end of
^REF_MONTH before the payment made in ^TWO_MONTH?”
ELSEIF PD2AMTX1 ne 0, fill, “How much was owed at the end of ^PRE‐
REF_MONTH before the payment made in ^REF_MONTH?”
DELETE FILL.
Fills
TOTOWED_FI
LL
New fill for TOTOWED question n/a
wording – inputting month
names in the question wording
based upon last payment
reported
Fills
TOTOWED2_F New fill for TOTOWED question n/a
ILL
wording – inputting month
names in the question wording
based upon last payment
reported
Fills
Trnoncux
Delete fill
Description: (that trip/those trips) fill for S18E – TRNONCUX
Label: (that trip/those trips)
Instructions: If NUMNONCU=1, fill “that trip” ELSE fill “those trips”.
Page 118 of 119
CEQ 2015 CAPI Instrument Requirements
CEQ
Section
CEQ CAPI
Variable
Fills
VEHDISP_Fill
Change Detail
201403 Wording/Specification
201502 Wording/Specification
Change “damaged beyond
repair” to “totaled (damaged
beyond repair)”
Description: Fill for How vehicle disposed of
Label: (sold/traded in/given away to someone outside the
CU/damaged beyond repair/stolen/disposed of
Instructions:
If VEHDISP=1, fill “sold”
If VEHDISP=2, fill “traded in”
If VEHDISP=3, fill “given away to someone outside the household”
If VEHDISP=, fill “damaged beyond repair”
If VEHDISP=, fill “stolen”
If VEHDISP=, fill “disposed of”
Description: Fill for How vehicle disposed of
Label: (sold/traded in/given away to someone outside the CU/totaled
(damaged beyond repair)/stolen/disposed of
Instructions:
If VEHDISP=1, fill “sold”
If VEHDISP=2, fill “traded in”
If VEHDISP=3, fill “given away to someone outside the household”
If VEHDISP=, fill “totaled (damaged beyond repair)”
If VEHDISP=, fill “stolen”
If VEHDISP=, fill “disposed of”
Page 119 of 119
| File Type | application/pdf |
| File Title | Microsoft Word - Attachment A - CEQ 2015 Instrument Requirements.docx |
| Author | brattland_j |
| File Modified | 2014-06-10 |
| File Created | 2014-06-10 |