CEQ Research Quest CEQ Research Questions Specifications

The Consumer Expenditure Surveys: The Quarterly Interview and the Diary

Attachment A - CEQ 2012 instrument requirements - Research questions

Quarterly Interview

OMB: 1220-0050

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CEQ 2012 CAPI Instrument Requirements – Research Block and other BACK section changes


Consumer Expenditure Quarterly Interview Survey 2012 Instrument Requirements

Research block and other BACK section changes

CEQ Section

CEQ CAPI Variable

Change Detail

2011 CEQ CAPI Wording/Specification

2012 CEQ Change

Research block, BACK section

BRESEARCH

Change universe to only interviews 3 and 5.

COMPLETE_FLAG=1 and NOCONTACT=0

COMPLETE_FLAG=1, NOCONTACT=0, and INTNMBR=3 or 5

Research block, BACK section

RES_INTRO

Change pathing to next question. 3rd interviews will go to FINSOFT. The next question for 5th interviews will depend on the time of year:

  • LE_INTRO will be the next question for 2012Q2 and 2012Q3

  • BN_INTRO will be the next question for 2012Q4 and 2013Q1.

We’re almost done with the survey. I just have a few questions before we wrap up.

  1. Continue

Value/skip instructions:

<1> if INTNMBER=5 go to RESPOBJ,
else go to RESPIB

We’re almost done with the survey. I just have a few questions before we wrap up.

  1. Continue

Value/skip instruction:

<1> if INTNMBR=5 and INTPER = 201204, 201205, 201206, 201207, 201208, or 201209 go to LE_INTRO,
if INTNMBR=5 and INTPER = 201210, 201211, 201212, 201301, 201302, 201303 go to BN_INTRO,
else if INTNMBER=3 go to FINSOFT.

Research block, BACK section

RESPOBJ

Delete question

We'd like to produce additional statistical data, without taking up your time with more questions, by combining your survey answers with data from other government agencies. Do you have any objections?

  1. Yes, object

  2. No, do not object

Value/skip instructions:

<1> go to RESOBJSP

<2, D, R> go to RESPIB

Delete question.

Research block, BACK section

RESOBJSP

Delete question

What are your objections? (specify field)

Value/skip instructions:

<30 char, D, R> go to RESPIB

Delete question.

Research block, BACK section

RESPIB

Delete question.

*Enter 4 if not a personal visit

* Did you provide the Information Booklet to the respondent?

  1. Yes, respondent used Info Book

  2. Yes, respondent did not use Info Book

  3. No, did not provide Info Book

  4. Not a personal visit

Value/skip instructions:

<1> go to IBHELPFL

<2> go to NOUSEIB

<3, 4> if INTNMBR=3 go to AUTOBLP
else EXIT RESEARCH BLOCK

Delete question.

Research block, BACK section

IBHELPFL

Delete question.

During the interview we referred to a booklet that lists a variety of things you might have purchased. Was this booklet helpful to you?

  1. Yes

  2. No

Value/skip instructions:

<1, R> if INTNMBR=3 go to AUTOBLPY
else EXIT RESEARCH BLOCK

<2, D> go to IBNTHPFL

Delete question.

Research block, BACK section

IBNTHPFL

Delete question.

Why wasn’t the booklet helpful?

* Enter all that apply, separate with commas

  1. It was too long

  2. It was too hard to use

  3. It took too much time to use

  4. There were too many examples

  5. It was hard to read

  6. It wasn’t clear I was supposed to use it

  7. This wasn’t my first interview – knew what you would ask

  8. Other, specify

Value/skip instructions:

<1-7, D, R> if INTNMBR=3 go to AUTOBLPY
else EXIT RESEARCH BLOCK

<8> go to IBNTHPSP

Delete question.

Research block, BACK section

IBNTHPSP

Delete question.

* Specify:

Value/skip instructions:

<30 char, D, R> if INTNMBR=3 go to AUTOBLPY
else EXIT RESEARCH BLOCK

Delete question.

Research block, BACK section

NOUSEIB

Delete question.

Before we started the interview, I gave you a booklet that lists a variety of things you might have purchased. What about the book made you decide not to use it?

* Enter all that apply, separate with commas

  1. It was too long

  2. It looked too hard to use

  3. It took too much time to use

  4. There were too many examples

  5. It was hard to read

  6. It wasn’t clear I was supposed to use it

  7. This wasn’t my first interview – I knew what you would ask

  8. Other, specify

Value/skip instructions:

<1-7, D, R> if INTNMBR=3 go to AUTOBLPY,
else EXIT RESEARCH BLOCK

<8> go to NOUSIBSP

Delete question.

Research block, BACK section

NOUSEIBSP

Delete question.

* Specify:

Value/skip instructions:

<30 char, D, R> if INTNMBR=3 go to AUTOBLPY,
else EXIT RESEARCH BLOCK

Delete question.

Research block, BACK section

AUTOBLPY

Delete question.

[fill: Do/Does] [fill: YOU_ANYMEM] pay any bills through automatic deductions from a bank account?

  1. Yes

  2. No

Value/skip instructions:

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

Delete question.

Research block, BACK section

FINSOFT

Universe change.

[fill: Do/Does] [fill: YOU_ANYMEM] use any electronic financial software, such as Quicken, or use a website to track your expenses?

  1. Yes

  2. No

Value/skip instructions:

<1> go to FNSFTTYP

<2, D, R> EXIT RESEARCH BLOCK

FINSOFT follows RES_INTRO if INTNMBR=3.

Research block, BACK section

FNSFTTYP

New option added between “Mint.com” and “Other, specify.”

What software or website do you use?

* Enter all that apply, separate with commas

1. Quicken
2. Microsoft Money
3. Mint.com
4. Other, specify

Value/skip instructions:

<1, 2, 3, D, R> go to EXIT RESEARCH BLOCK
< 4> go to FNSFTSP

What software or website do you use to track your expenses?

* Enter all that apply, separate with commas

1. Quicken
2. Microsoft Money
3. Mint.com
4. Bank Website
5. Other, specify

Value/skip instructions:

<1-4, D, R> go to EXIT RESEARCH BLOCK
< 5> go to FNSFTSP

Research block, BACK section

FNSFTSP

New question wording.

* Specify:

Value/skip instructions:

<30 char, D, R> go to EXIT RESEARCH BLOCK

Which software or website do you use?

Value/skip instructions:

<30 char, D, R> go to EXIT RESEARCH BLOCK

Research block, BACK section

New variable LE_INTRO

New question following RES_INTRO for 5th interviews in 2012Q2 and 2012Q3.

N/A

This survey asked about things you’ve purchased in the past three months. To help us better understand how people spend their money, I have a few questions about other things that have been going on in your life in the past three months.

  1. Continue

Value/skip instructions:

<1> go to LNDEVT01

Research block, BACK section

New variable LNDEVT01

New question following LE_INTRO for 5th interviews in 2012Q2 and 2012Q3.

N/A

Since the first of ^REFMONTH, have [fill: you/you or your household] had any major life events - things such as birthdays, weddings, moves, or new jobs?

  1. Yes

  2. No

Fill instructions:

If single person CU, fill “you” else fill “you or your household”

Value/skip instructions:

<1> go to LNDEVT02

<2, D, R> go to EXIT RESEARCH BLOCK

Research block, BACK section

New variable LNDEVT02

New question following LNDEVT01 (if LNDEVT01=1) for 5th interviews in 2012Q2 and 2012Q3.

N/A

What was the event?

Value/skip instructions:

<30 char, D, R> go to LNDEVT03

Research block, BACK section

New variable LNDEVT03

New question following LNDEVT02 for 5th interviews in 2012Q2 and 2012Q3.

(Use month list used in other CEQ variables such as MAJ_MO but allow multiple entries.)

N/A

When was the event?

* Enter all that apply, separate with commas.

  1. January

  2. February

  3. March

  4. April

  5. May

  6. June

  7. July

  8. August

  9. September

  10. October

  11. November

  12. December

(only show months applicable to reference period – REF_MONTH – CUR_MONTH)

Value/skip instructions:

<REF_MONTH – CUR_MONTH> if an entry is not in the reference period go to a hard error else go to LNDEVT04

<D, R> go to LNDEVT04

Research block, BACK section

New variable LNDEVT04

New question following LNDEVT03 for 5th interviews in 2012Q2 and 2012Q3.

N/A

What expenses did you have related to the event?

Value/skip instructions:

<30 char, D, R> go to LNDEVT05

Research block, BACK section

New variable LNDEVT05

New question following LNDEVT04 for 5th interviews in 2012Q2 and 2012Q3.

(Use month list used in other CEQ variables such as MAJ_MO but allow multiple entries.)

N/A

When was the expense?

* Enter all that apply, separate with commas.

  1. January

  2. February

  3. March

  4. April

  5. May

  6. June

  7. July

  8. August

  9. September

  10. October

  11. November

  12. December

(only show months applicable to reference period – REF_MONTH – CUR_MONTH)

Value/skip instructions:

<REF_MONTH – CUR_MONTH> if an entry is not in the reference period go to a hard error else go to LNDEVT06

<D, R> go to LNDEVT04

Research block, BACK section

New variable LNDEVT06

New question following LNDEVT05 for 5th interviews in 2012Q2 and 2012Q3.

N/A

Since the first of ^REFMONTH, have [fill: you/you or your household] experienced any other unusual or memorable events?

  1. Yes

  2. No

Fill instructions:

If single person CU, fill “you” else fill “you or your household”

Value/skip instructions:

<1> go to LNDEVT07

<2, D, R> go to EXIT RESEARCH BLOCK

Research block, BACK section

New variable LNDEVT07

New question following LNDEVT06 for 5th interviews in 2012Q2 and 2012Q3.

N/A

What was the event?

Value/skip instructions:

<30 char, D, R> go to LNDEVT08

Research block, BACK section

New variable LNDEVT08

New question following LNDEVT07 for 5th interviews in 2012Q2 and 2012Q3.

N/A

When was the event?

* Enter all that apply, separate with commas.

  1. January

  2. February

  3. March

  4. April

  5. May

  6. June

  7. July

  8. August

  9. September

  10. October

  11. November

  12. December

(only show months applicable to reference period – REF_MONTH – CUR_MONTH)

Value/skip instructions:

<REF_MONTH – CUR_MONTH> if an entry is not in the reference period go to a hard error else go to LNDEVT09

<D, R> go to LNDEVT09

Research block, BACK section

New variable LNDEVT09

New question following LNDEVT08 for 5th interviews in 2012Q2 and 2012Q3.

N/A

What expenses did you have related to the event?

Value/skip instructions:

<30 char, D, R> go to LNDEVT10

Research block, BACK section

New variable LNDEVT10

New question following LNDEVT09 for 5th interviews in 2012Q2 and 2012Q3.

N/A

When was the expense?

* Enter all that apply, separate with commas.

  1. January

  2. February

  3. March

  4. April

  5. May

  6. June

  7. July

  8. August

  9. September

  10. October

  11. November

  12. December

(only show months applicable to reference period – REF_MONTH – CUR_MONTH)

Value/skip instructions:

<REF_MONTH – CUR_MONTH> if an entry is not in the reference period go to a hard error else go to EXIT RESEARCH BLOCK

<D, R> go to EXIT RESEARCH BLOCK

Research block, BACK section

New variable BN_INTRO

New question following RES_INTRO for 5th interviews in 2012Q4 and 2013Q1.

N/A

I would like to change topics and ask you a few questions about your experience completing this interview. Your responses will help us improve the survey

  1. Continue

Value/skip instructions:

<1 > go to BURDEN01

Research block, BACK section

New variable BURDEN01

New question following BN_INTRO for 5th interviews in 2012Q4 and 2013Q1.

N/A

Do you feel that the length of today’s interview was too long, too short, or about right?

  1. Too long

  2. Too short

  3. About right

Value/skip instructions:

<1-3, D, R> go to BURDEN02

Research block, BACK section

New variable BURDEN02

New question following BURDEN01 for 5th interviews in 2012Q4 and 2013Q1.

N/A

How interesting was this survey to you?

  1. Very interesting

  2. Somewhat interesting

  3. A little interesting

  4. Not at all interesting

Value/skip instructions:

<1-4, D, R> go to BURDEN03

Research block, BACK section

New variable BURDEN03

New question following BURDEN02 for 5th interviews in 2012Q4 and 2013Q1.

N/A

How difficult or easy was it for you to answer the questions in this survey?

  1. Very easy

  2. Somewhat easy

  3. Somewhat difficult

  4. Very difficult

Value/skip instructions:

<1-4, D, R> go to BURDEN04

Research block, BACK section

New variable BURDEN04

New question following BURDEN03 for 5th interviews in 2012Q4 and 2013Q1.

N/A

You were asked to participate in five interviews. Would you say that this was too many interviews or did it seem like a reasonable number?

  1. Too many interviews

  2. A reasonable number

Value/skip instructions:

<1-2, D, R> go to BURDEN05

Research block, BACK section

New variable BURDEN05

New question following BURDEN04 for 5th interviews in 2012Q4 and 2013Q1.

N/A

How burdensome was this survey to you?

  1. Very burdensome

  2. Somewhat burdensome

  3. A little burdensome

  4. Not at all burdensome

Value/skip instructions:

<1-4, D, R> go to BURDEN06

Research block, BACK section

New variable BURDEN06

New question following BURDEN05 for 5th interviews in 2012Q4 and 2013Q1.

N/A

How sensitive did you feel the questions I asked today were?

  1. Very sensitive

  2. Somewhat sensitive

  3. A little sensitive

  4. Not at all sensitive

Value/skip instructions:

<1-4, D, R> go to BURDEN07

Research block, BACK section

New variable BURDEN07

New question following BURDEN06 for 5th interviews in 2012Q4 and 2013Q1.

N/A

How agreeable would you be to take another survey like this in the future?

  1. Very agreeable

  2. Somewhat agreeable

  3. Not at all agreeable

Value/skip instructions:

<1-3, D, R> go to BURDEN08

Research block, BACK section

New variable BURDEN08

New question following BURDEN07 for 5th interviews in 2012Q4 and 2013Q1.

N/A

If we had to extend this survey for another 15 minutes, how willing would you have been to continue the interview?

  1. Very willing

  2. Somewhat willing

  3. Somewhat unwilling

  4. Very unwilling

Value/skip instructions:

<1-4, D, R> go to BURDEN09

Research block, BACK section

New variable BURDEN09

New question following BURDEN08 for 5th interviews in 2012Q4 and 2013Q1.

N/A

Thinking about the amount of effort that you put forth into answering today’s survey, would you say that you put forth?

  1. A lot of effort

  2. A moderate amount of effort

  3. A little effort

Value/skip instructions:

<1-3, D, R> go to BURDEN10

Research block, BACK section

New variable BURDEN10

New question following BURDEN09 for 5th interviews in 2012Q4 and 2013Q1.

N/A

Please tell me if you agree or disagree with the following statement:

I trust the U.S. Census Bureau to safeguard the information that I have provided them.

  1. Strongly agree

  2. Agree

  3. Neither agree nor disagree

  4. Disagree

  5. Strongly disagree

Value/skip instructions:

<1-5, D, R> go to EXIT RESEARCH BLOCK

BACK section

RECT_SEC

Change skip instructions.

* Which of these sections did the respondent(s) use bills, receipts, or other resources to answer expenditure questions?

* Enter all that apply, separate with commas.

  1. Sections 2 and 3 Housing – rent, mortgage, home equity loans

  2. Section 4 Utilities/Communications (electricity, heating, telephone, cable, internet)

  3. Section 6 Appliances

  4. Section 8 Home Furnishings

  5. Section 9 Clothing

  6. Sections 10, 11, and 12 Vehicle Expenses

  7. Sections 13 and 14 Insurance

  8. Section 15 Medical/Health Expenses

  9. Section 18 Trips and Vacations

  10. Section 22 Work Experience and Income

Value/skip instructions:

<1-10> if INTNMBR=3 or 5 go to RSCHRECS,
Else go to HOMEFILE

* Which of these sections did the respondent(s) use bills, receipts, or other resources to answer expenditure questions?

* Enter all that apply, separate with commas.

  1. Sections 2 and 3 Housing – rent, mortgage, home equity loans

  2. Section 4 Utilities/Communications (electricity, heating, telephone, cable, internet)

  3. Section 6 Appliances

  4. Section 8 Home Furnishings

  5. Section 9 Clothing

  6. Sections 10, 11, and 12 Vehicle Expenses

  7. Sections 13 and 14 Insurance

  8. Section 15 Medical/Health Expenses

  9. Section 18 Trips and Vacations

  10. Section 22 Work Experience and Income

Value/skip instructions:

<1-10> go to HOMEFILE

BACK section

RSCHRECS

Delete question.

* Did the respondent hand you any records, bills, or receipts during the interview?

Records such as utility bills, mortgage statements, credit card bills, or pay stubs.

  1. Yes

  2. No

Value/skip instructions:

<1> go to REC_SP

<2> go to HOMEFILE

Delete question.

BACK section

REC_SP

Delete question.

* Please describe the records given to you.

Value/skip instructions:

<30 char> go to RECINFO

Delete question.

BACK section

RECINFO

Delete question.

* For most of the records, were you able to find the required information (e.g., item description, date, price)?

  1. Yes

  2. No

Value/skip instructions:

<1> go to HOMEFILE

<2> go to RECDIFF

Delete question.

BACK section

RECDIFF

Delete question.

* Why were you unable to find the required expenditure information?

* Enter all that apply, separate with commas.

  1. The record was unclear, difficult to read

  2. The record did not provide the required level of detail

  3. The record did not match the expenditure categories

  4. Other, specify

Value/skip instructions:

<1-3> go to HOMEFILE

<4> go to RECD_SP

Delete question.

BACK section

RECD_SP

Delete question.

* Specify:

Value/skip instructions:

<30 char> go to HOMEFILE

Delete question.

BACK section

RESPEFF

Change skip instructions.

* How much effort would you say this respondent put into answering the expenditure questions during this interview?

  1. A lot of effort (e.g., looked at a lot of bills, read the Information Book, asked clarifying questions)

  2. A moderate amount of effort (e.g., looked at a few bills, seemed to skim Information Book)

  3. A bare minimum of effort (e.g., gave answers without much apparent thought, no consultation of records or Information Book)

Value/skip instructions:

<1-3> go to EFFCHG

* How much effort would you say this respondent put into answering the expenditure questions during this interview?

  1. A lot of effort (e.g., looked at a lot of bills, read the Information Book, asked clarifying questions)

  2. A moderate amount of effort (e.g., looked at a few bills, seemed to skim Information Book)

  3. A bare minimum of effort (e.g., gave answers without much apparent thought, no consultation of records or Information Book)

Value/skip instructions:

<1-3> if NUMHOUSE gt 1 goto RESPINFO
else go to EFFCHG

BACK section

EFFCHG

Delete question.

* Did the respondent’s level of effort increase, decrease, or stay the same during this interview?

  1. Increased

  2. Decreased

  3. Stayed the same

  4. Don’t know for sure

Value/skip instructions:

<1-2> go to CHGPNT

<3-4> if NUMHOUSE gt 1 go to RESPINFO
else go to DONE

Delete question.

BACK section

CHGPNT

Delete question.

* At about what point(s) in this interview did the respondent’s level of effort change?

  1. Within the first 15 minutes

  2. 15 to 30 minutes into the interview

  3. 30 to 45 minutes into the interview

  4. 45 to 60 minutes into the interview

  5. At a specific section, specify

  6. Other, specify

Value/skip instructions:

<1-4> if NUMHOUSE gt 1 go to RESPINFO,
else go to DONE

<5> go to CHGST_SP

<6> go to CHG_SP

Delete question.

BACK section

CHGST_SP

Delete question.

* Which section?

  1. Section 1 General Housing Characteristics

  2. Section 2 Rented Living Quarters

  3. Section 3 Owned Living Quarters

  4. Section 4 Utilities and Fuels for Owned and Rented Properties

  5. Section 5 Construction, Repairs, Alterations and Maintenance of Property

  6. Section 6 Appliances, Household Equipment, and Other Selected Items

  7. Section 7 Household Item Repairs and Service Contracts

  8. Section 8 Household Furnishings and Related Household Items

  9. Section 9 Clothing

  10. Section 10 Rented and Leased Vehicles

  11. Section 11 Owned Vehicles

  12. Section 12 Vehicle Maintenance, Repair and Operating Expenses

  13. Section 13 Non-Health Insurance

  14. Section 14 Hospitalization and Health Insurance

  15. Section 15 Medical Expenses and Reimbursements

  16. Section 16 Educational Expenses

  17. Section 17 Subscriptions, Memberships and Entertainment Expenses

  18. Section 18 Trips and Vacations

  19. Section 19 Miscellaneous Expenses and Contributions

  20. Section 20 Expense Patterns for Food, Beverages and Other Selected Items

  21. Section 21 Credit Card Balances

  22. Section 22 Work Experience and Income

Value/skip instructions:

<1-22> if NUMHOUSE gt 1 go to RESPINFO,
else go to DONE

Delete question.

BACK section

CHG_SP

Delete question.

* Specify:

Value/skip instructions:

<30 char> if NUMHOUSE gt 1 go to RESPINFO
else go to DONE

Delete question.

BACK section

INFOQUAL

Change skip instructions.

* How would you rate the quality of the information obtained in this interview?

  1. No problems at all

  2. A few problems, but overall quality good

  3. A number of problems, but overall acceptable

  4. Many problems, overall quality open to question

Value/skip instructions:

<1-4> go to RESPDIFF

* How would you rate the quality of the information obtained in this interview?

  1. No problems at all

  2. A few problems, but overall quality good

  3. A number of problems, but overall acceptable

  4. Many problems, overall quality open to question

Value/skip instructions:

<1-2> go to DONE

<3-4> go to INFQLSP

BACK section

New variable INFQLSP

New question after INFOQUAL if INFOQUAL= 3 or 4.

N/A

* Why would you rate the quality of the information as fair or poor?

Value/skip instructions:

<30 char> go to DONE

BACK section

RESPDIFF

Delete question.

* Did the respondent have any difficulty answering any of the questions during this interview?

  1. Yes

  2. No

Value/skip instructions:

<1> go to DIFFTYPE

<2> go to DONE

Delete question.

BACK section

DIFFTYPE

Delete question.

* What types of difficulty did the respondent seem to have?

* Enter all that apply, separate with commas.

  1. Problems remembering the expenditure item

  2. Problems remembering the expenditure price

  3. Problems remembering the expenditure details (e.g., date, for whom)

  4. Problems understanding the question

  5. Did not know the expenditure information (items, price, or details)

  6. Other, specify

Value/skip instructions:

<1-5> go to DIFFSECT

<6> go to DIFF_SP

Delete question.

BACK section

DIFF_SP

Delete question.

* Specify:

Value/skip instructions:

<30 char> go to DIFFSECT

Delete question.

BACK section

DIFFSECT

Delete question.

* For which sections did the respondent seem to have the most difficulty?

* Enter up to 3, separate with commas.

  1. Section 1 General Housing Characteristics

  2. Section 2 Rented Living Quarters

  3. Section 3 Owned Living Quarters

  4. Section 4 Utilities and Fuels for Owned and Rented Properties

  5. Section 5 Construction, Repairs, Alterations and Maintenance of Property

  6. Section 6 Appliances, Household Equipment, and Other Selected Items

  7. Section 7 Household Item Repairs and Service Contracts

  8. Section 8 Household Furnishings and Related Household Items

  9. Section 9 Clothing

  10. Section 10 Rented and Leased Vehicles

  11. Section 11 Owned Vehicles

  12. Section 12 Vehicle Maintenance, Repair and Operating Expenses

  13. Section 13 Non-Health Insurance

  14. Section 14 Hospitalization and Health Insurance

  15. Section 15 Medical Expenses and Reimbursements

  16. Section 16 Educational Expenses

  17. Section 17 Subscriptions, Memberships and Entertainment Expenses

  18. Section 18 Trips and Vacations

  19. Section 19 Miscellaneous Expenses and Contributions

  20. Section 20 Expense Patterns for Food, Beverages and Other Selected Items

  21. Section 21 Credit Card Balances

  22. Section 22 Work Experience and Income

Value/skip instructions:

<1-22> go to DONE

Delete question.




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