Download:
pdf |
pdfRecords Study Second Interview
Section 2 – Rented Living Quarters
[IF B_RENTED=1, GO TO S02.RENT_SU; IF B_RENTED=2, GO TO S02X.NOT_LISTED; IF B_RENTED=DK/REF, GO TO
Section 3]
RENT_SU
Are there any receipts/records for any rental payments for these living quarters?
1. YES
2. NO
NDK/NRF
[IF S02.RENT_SU=1, go to S02.INTRO; IF S02.RENT_SU=2, go to S02.NR_HOW]
REPORTED RENTING AND HAS RECEIPT
INTRO
Can I see the receipts and records you have for any rental payments you made for
{B_LAST_MONTH, B_TWO_MONTH, and B_REF_MONTH}?
Thank you. Give me just a minute to enter the information from these receipts into my
computer. I may have some follow up questions for you afterwards.
MONTH
*For which months are there receipts/records? Enter all that apply.
1. {B_LAST_MONTH}
2. {B_TWO_MONTH}
3. {B_REF_MONTH }
4. OTHER
OTH_MONTH [IF S02.MONTH=4 AND ≠ (1, 2, OR 3)]*Enter the month and year for the most recent
receipt/record the respondent has.
__ __ / __ __
MTCH_REF
[if S02.MONTH=3]*The respondent reported ${B_RENT[1].RENTX} for {B_REF_MONTH}. Do the
records match?
1. YES
2. NO
MTCH_TWO [if S02.MONTH=2]*The respondent reported ${B_RENT[1].RENTX2] for {B_TWO_MONTH}. Do
the records match?
1. YES
2. NO
MTCH_LAST [if S02.MONTH=1]*The respondent reported ${B_RENT[1].RENTX3} for {B_LAST_MONTH}. Do
the records match?
1. YES
Section 2 – Rented Living Quarters
1
Records Study Second Interview
2. NO
RENTX1
RENTX2
RENTX3
RENTX
OTH_SAME
[if S02.MTCH_REF=2] *What is the monthly expense for rent shown on the record(s) for
{B_REF_MONTH}?
$_____
[if S02.MTCH_TWO=2] *What is the monthly expense for rent shown on the record(s) for
{B_TWO_MONTH}?
$_____
[if S02.MTCH_LAST=2] *What is the monthly expense for rent shown on the record(s) for
{B_LAST_MONTH}?
$_____
[if S02.OTH_MONTH=1‐9] *What is the monthly expense for rent shown on the record(s) for
{OTH_MONTH}?
$_____
[if S02.MONTH=4] Is your rent for {B_LAST_MONTH, B_TWO_MONTH, B_REF_MONTH} exactly
the same, about the same, or different from the rent for {OTH_MONTH}?
1. Exactly the same
2. About the same
3. Different
NOMATCH
[S02.PCT_DIF3=B_RENT[1].RENTX3/S02.RENTX3; S02.PCT_DIF2=B_RENT[1].RENTX2/S02.RENTX2;
S02.PCT_DIF1=B_RENT[1].RENTX1/S02.RENTX1; S02.PCT_DIFX=B_RENT[1].RENTX1/S02.RENTX]
[IF S02.PCT_DIF3 <.9 or >1.1 fill: “Can you tell me a little more about your rent? The
record/receipt shows that you paid {S02.RENTX3} for {B_LAST_MONTH}. Last week you reported
paying {B_RENT[1].RENTX3} for {B_LAST_MONTH}. There are many possible reasons for this
difference. Is it for any of the following reasons? You may select all that apply.”]
[ELSE IF S02.PCT_DIF2 <.9 or >1.1 fill: “Can you tell me a little more about your rent? The
record/receipt shows that you paid {S02.RENTX2} for {B_TWO_MONTH}. Last week you reported
paying {B_RENT[1].RENTX2} for {B_TWO_MONTH}. There are many possible reasons for this
difference. Is it for any of the following reasons? You may select all that apply.”]
[ELSE IF S02.PCT_DIF1 <.9 or >1.1 fill: “Can you tell me a little more about your rent? The
record/receipt shows that you paid {S02.RENTX1} for {B_REF_MONTH}. Last week you reported
Section 2 – Rented Living Quarters
2
Records Study Second Interview
paying {B_RENT[1].RENTX1} for {B_REF_MONTH}. There are many possible reasons for this
difference. Is it for any of the following reasons? You may select all that apply.”]
[ELSE IF S02.PCT_DIFX <.9 or >1.1 fill: “Can you tell me a little more about your rent? The
record/receipt shows that you paid {S02.RENTX} for {OTH_MONTH}. Last week you reported
paying {B_RENT[1].RENTX1} for {B_REF_MONTH}. There are many possible reasons for this
difference. Is it for any of the following reasons? You may select all that apply.”]
[ELSE GO TO S02.COMMENTS]
{SHOWCARD 1}
RCPT_RSN
You said {S02.NOMATCH}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
RCPT_CMNTS *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[Go to Section 4A]
REPORTED RENTING, BUT DOES NOT HAVE RECEIPT
NR_HOW
[IF S02.RENT_SU=2] Last week you reported paying ${B_RENT[1].RENTX3} for {B_LAST_MONTH]}
for these living quarters. How did you come up with your answer to that question?
_______________{ALLOW 300 CHARACTERS}
NR_RSN
There are many possible reasons why you may not have a receipt or record for this item. Was it
for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT You said {S02.NR_RSN}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NR_CMNTS
*Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[Go to Section 4A]
Section 2X – DID NOT REPORT RENTING, BUT HAS RECEIPT
Section 2 – Rented Living Quarters
3
Records Study Second Interview
NOT_LISTED
*Does the respondent have receipts/records for any rental payments for these living quarters
even though they did not report renting last week?
1. YES
2. NO (go to Section 4A)
NDK/NRF
NL_DESCRIP
*Enter a brief description of the item.
_______________{ALLOW 300 CHARACTERS}
NL_MONTH
NL_RENTX1
NL_RENTX2
NL_RENTX3
NL_HOW
*For which months are there receipts/records? Enter all that apply.
[SHOW PAST 12 MONTHS]
*What is the monthly expense for rent shown on the record(s) for {B_REF_MONTH}?
$________
[if S02.MTCH_TWO=2] *What is the monthly expense for rent shown on the record(s) for
{B_TWO_MONTH}?
$_____
[if S02.MTCH_LAST=2] *What is the monthly expense for rent shown on the record(s) for
{B_LAST_MONTH}?
$_____
Can you tell me a little more about your rent? The receipt(s)/record(s) show(s) an expense for
rent but you did not report this item last week. There are many possible reasons for this. Is it for
any of the following reasons? You may select all that apply.
[SHOWCARD 3]
NL_RSN
You said [FILL REASON], can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NL_CMNTS
*Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
Section 2 – Rented Living Quarters
4
Records Study Second Interview
Section 3A – Property Tax
[IF B_OWNED=1, GO TO S03A.PROP_TAX; IF B_OWNED=2 GO TO S03X.NOT_LISTED; ELSE GO TO SECTION 4A]
PROP_TAX
[IF B_ANPROPTX>0] Are there any bills, receipts, or records for your property tax payment?
1. YES [GO TO S03A.INTRO]
2. NO [GO TO S03A.NR_HOW]
NDK/NRF
Reported property tax – Have Receipt
INTRO
Can I see the receipts or records you have for property tax? Thank you. Give me just a minute to
enter the information from the receipts into my computer. I may have some follow up questions
for you afterwards.
M_ANPROPTX *The respondent reported that the annual property taxes are ${B_property.ANPROPTX}. Do the
records match?
1. YES
2. NO
ANPROPTX
[IF S03A.M_ANPROPTX=2] *What are the annual property taxes shown on the record/receipt?
$_____
IF B_property.ANPROPTX/S03A.ANPROPTX <.9 or >1.1 THEN S03A.ANPROPTX_DIF=1; ELSE
S03A.ANPROPTX_DIF=2
NOMATCH
[S03A.ANPROPTX_DIF=1] Can you tell me a little more about your property tax payment? The
receipts/records show ${S03A.ANPROPTX}, but last week you reported paying
${B_property.ANPROPTX}
There are many possible reasons for this difference. Is it for any of the following reasons? You
may select all that apply.
{REFER TO SHOWCARD1}
RCPT_RSN
[S03B.ANPROPTX_DIF=1] You said [S03A.NOMATCH], can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
RCPT_CMNTS *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
GO TO SECTION 3B
Reported property tax – No Receipt
Section 3 –Owned Living Quarters
5
Records Study Second Interview
NR_HOW
Last week you reported paying ${B_property.ANPROPTX} annually for property tax. How did you
come up with your answer to that question?
_______________{ALLOW 300 CHARACTERS}
NR_RSN
There are many possible reasons why you may not have a receipt or record for this item. Was it
for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT You said {S03A.NR_RSN}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NR_CMNTS
*Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
CONTINUE TO SECTION 3B
Section 3B – Owned Living Quarters
[IF IF B_NUMMORT1>0 OR B_NUMMORT2>0 OR IF B_NUMLSHEL>0, GO TO S03B.OWNED; ELSE GO TO SECTION
3C]
OWNED
Are there any bills, receipts, or records for any mortgages or home equity loans? *Enter all that
apply.
1. [IF B_NUMMORT1>0 OR B_NUMMORT2>0] 1st mortgage – original value of
{B_Sect3E.MORTGAGES[1].ORGMRTX}
2. [IF B_NUMMORT1>1 OR B_NUMMORT2>0] 2nd mortgage – original value of
{B_Sect3E.MORTGAGES[2].ORGMRTX}
3. [IF B_NUMMORT1>2 OR B_NUMMORT2>0] 3rd mortgage – original value of
{B_Sect3E.MORTGAGES[3].ORGMRTX}
4. [IF B_NUMLSHEL>0] 1st home equity loan – original value of {B_Sect3E.LSHEL[1].ORGMRTX}
5. [IF B_NUMLSHEL>1] 2nd home equity loan – original value of {B_Sect3E.LSHEL[2].ORGMRTX}
6. [IF B_NUMLSHEL>2] 3rd home equity loan – original value of {B_Sect3E.LSHEL[3].ORGMRTX}
99. NO, NONE
CHECKPOINT1
• for each mortgage/loan reported in S03B.OWNED, go to S03B.INTRO
• for each mortgage/loan not reported in S03B.OWNED, go to S03B.NR_HOW
• when done go to Section 3C
REPORTED OWNING AND HAS RECEIPT
INTRO[1]
Can I see the receipts and records you have for any payments you made for your
{first/second/third} {mortgage/home equity loan}?
Section 3 –Owned Living Quarters
6
Records Study Second Interview
MONTH[1]
Thank you. Give me just a minute to enter the information from these receipts into my
computer. I may have some follow up questions for you afterwards.
*What is the month listed on the most recent bill?
[SHOW PAST 12 MONTHS]
99. NONE OF THE ABOVE
MATCH[1]
*Which items do NOT match the records/receipts? Enter all that apply.
1. Interest rate: ${B_NEWMRRT}
2. Total payment: ${B_MRTPMTX}
3. {IF B_PAYINCL[1]=1: fill “Principal”, IF B_PAYINCL[1]=2: fill “Interest”, B_PAYINCL[1]=1 OR 2:
fill “Principal and interest”} amount: ${B_PRININTX}?
4. Mortgage payment includes: {B_PAYINCL[1]}?
99. ALL MATCH
NEWMRRT[1] [IF S03A.MATCH[1]=1] *What is the interest rate shown on the record/receipt?
%_______
MRTPMTX[1] [IF S03A.MATCH=2] *What is the total payment shown on the record/receipt?
$_______
IF B_MRTPMTX/S03B.MRTPMTX[1] IS <.9 OR >1.1 THEN S03B.MRTPMTX[1]_DIF=1; ELSE
S03B.MRTPMTX[1]_DIF=2
PRININTX[1] [IF S03B.MATCH[1]=3] *What is the {IF B_PAYINCL[1]=1: fill “principal”, IF B_PAYINCL[1]=2: fill
“interest”, B_PAYINCL[1]=1 OR 2: fill “principal and interest”} amount shown on the
record/receipt?
$_______
IF B_PRININTX/S03B.PRININTX[1] IS <.9 OR >1.1 THEN S03B.PRININTX[1]_DIF=1; ELSE S03B.PRININTX[1]_DIF=2.
PAYINCL[1]
[IF S03B.MATCH[1]=4] *What is included with the mortgage payment as shown on the
record/receipt?
1. Principal
2. Interest
3. Property taxes
4. Property insurance
5. Mortgage guarantee insurance (PMI)
6. Any other payments
Section 3 –Owned Living Quarters
7
Records Study Second Interview
PAYOTHF[1]
[IF S03B.PAYINCL[1]=6] *Specify:
_______________{ALLOW 30 CHARACTERS}
NOMATCH[1] [IF S03B.MRTPMTX[1]_DIF=1 AND S03B.PRININTX[1]_DIF≠1, then fill: “Can you tell me a little
more about this {mortgage/home equity loan} payment? The records/receipts show that you
paid ${S03B.MRTPMTX[1]} each month for your mortgage, but last week you reported paying
${B_MRTPMTX}.”
(There are many possible reasons for this difference. Is it for any of the following reasons? You
may select all that apply.)]
[IF S03B.MRTPMTX[1]_DIF≠1 AND IF S03B.PRININTX[1]_DIF=1, then fill: “Can you tell me a little
more about this {mortgage/home equity loan} payment? The records/receipts show that you
paid ${S03B.PRININTX[1]} each month for {principal/interest/principal and interest}, but last
week you reported paying ${B_PRININTX}.”
(There are many possible reasons for this difference. Is it for any of the following reasons? You
may select all that apply.)]
[IF S03B.MRTPMTX[1]_DIF=1 AND S03B.PRININTX[1]_DIF=1, then fill: “Can you tell me a little
more about this {mortgage/home equity loan} payment? The records/receipts show that you
paid ${S03B.MRTPMTX} each month your mortgage and ${S03B.PRININTX[1]} for
{principal/interest/principal and interest}. Last week you reported paying ${B_MRTPMTX} for
your mortgage and ${B_PRININTX} for {principal/interest/principal and interest}.”
(There are many possible reasons for this difference. Is it for any of the following reasons? You
may select all that apply.)]
{SHOWCARD1}
RCPT_RSN[1] You said [S03B.NOMATCH[1]], can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]*Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO S03.CHECKPOINT1]
REPORTED OWNING, BUT DOES NOT HAVE RECORD
NR_HOW[1] Last week you reported paying ${B_MRTPMTX} each month for your {first/second/third}
{mortgage/home equity loan}. How did you come up with your answer to that question?
_______________{ALLOW 300 CHARACTERS}
Section 3 –Owned Living Quarters
8
Records Study Second Interview
NR_RSN[1]
There are many possible reasons why you may not have a receipt or record for this item. Was it
for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {S03B.NR_RSN[1]}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO S03.CHECKPOINT1]
Section 3C – Home Equity Line of Credit
LINE_CREDIT
[IF B_Sect3E.LCHEL_YN=1] Are there any bills, receipts, or records for line of credit home equity
loans? *Enter all that apply.
1. [IF B_Sect3E.NUMLCHEL>0] 1st Line of credit home equity loan
2. [IF B_Sect3E.NUMLCHEL>1] 2nd line of credit home equity loan
3. [IF B_Sect3E.NUMLCHEL>2] 3rd line of credit home equity loan
99. NO, NONE
NDK/NRF
CHECKPOINT2
• For each item with selected in S03C.LINE_CREDIT, ask the “Have receipt” questions which start with
S03C.INTRO
• For each item NOT selected in S03C.LINE_CREDIT, ask the “No Receipt” questions starting with
S03C.NR_HOW
Reported line of credit – Have Receipt
INTRO[1]
Can I see the receipts or records you have for the line of {first/second/third} credit home equity
loan? Thank you. Give me just a minute to enter the information from the receipts into my
computer. I may have some follow up questions for you afterwards.
M_PDAMTX[1] *Which items do NOT match the receipts/records. Enter all that apply.
1. {B_REF_MONTH}: ${B_PDAMTX1}
2. {B_TWO_MONTH}: ${B_PDAMTX2}
3. {B_LAST_MONTH}: ${B_PDAMTX3}
99. ALL MATCH
PDAMTX1[1] [IF S03C.M_PDAMTX[1]=1] *What is the total amount paid in {B_REF_MONTH} shown on the
receipt/record?
Section 3 –Owned Living Quarters
9
Records Study Second Interview
$_____
IF B_PDAMTX1/S03C.PDAMTX1[1] <.9 or >1.1 THEN S03C.PDAMTX1[1]_DIF=1; ELSE S03C.PDAMTX1[1]_DIF=2
PDAMTX2[1] [IF S03C.M_PDAMTX[1]=2] *What is the total amount paid in {B_TWO_MONTH} shown on the
receipt/record?
$_____
IF B_PDAMTX2/S03C.PDAMTX2[1] <.9 or >1.1 THEN S03C.PDAMTX2_DIF[1]=1; ELSE S03C.PDAMTX2_DIF[1]=2
PDAMTX3[1] [IF S03C.M_PDAMTX[1]=3] *What is the total amount paid in {B_LAST_MONTH} shown on the
receipt/record?
$_____
IF B_PDAMTX3/S03C.PDAMTX3[1] <.9 or >1.1 THEN S03C.PDAMTX3_DIF[1]=1; ELSE S03C.PDAMTX3_DIF[1]=2
NOMATCH[1] [IF S03C.PDAMTX1_DIF[1]=1 OR S03C.PDAMTX2_DIF[1]=1 OR S03C.PDAMTX3_DIF[1]=1] Can you
tell me a little more about line of credit loan payments? The receipts/records show
${S03C.PDAMTX3[1]} for {B_LAST_MONTH}, ${S03C.PDAMTX2} for {B_TWO_MONTH}, and
${S03C.PDAMTX1[1]} for {B_REF_MONTH}.
Last week you reported paying ${B_PDAMTX3} for {B_LAST_MONTH}, ${B_PDAMTX2} for
{B_TWO_MONTH}, and ${B_PDAMTX1} for {B_REF_MONTH}
There are many possible reasons for this difference. Is it for any of the following reasons? You
may select all that apply.
{REFER TO SHOWCARD1}
RCPT_RSN[1] [IF S03C.PDAMTX1_DIF[1]=1 OR S03C.PDAMTX2_DIF[1]=1 OR S03C.PDAMTX3_DIF[1]=1] You
said [S03C.NOMATCH[1]], can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]*Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO S03.CHECKPOINT2]
Reported line of credit – No Receipt
NR_HOW[1] Last week you reported paying ${B_PDAMTX3} in {B_LAST_MONTH} for your line of credit home
equity loan. How did you come up with your answer?
Section 3 –Owned Living Quarters
10
Records Study Second Interview
_______________{ALLOW 300 CHARACTERS}
NR_RSN[1]
There are many possible reasons why you may not have a receipt or record for this item. Was it
for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {S03C.NR_RSN[1]}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO S03.CHECKPOINT2]
Section 3D – Extra payments
EXTRAS
[IF B_OWNED=1] Are there any bills, receipts, or records for any of the following payments?
*Enter all that apply.
1. [IF B_SECT3I.MORTSPEC=1] Payments for more than the amount required on a
mortgage/home equity loan
2. [IF B_SECT3I.GRNDRENT=1] Payments for ground or land rent
3. [IF B_SECT3I.PAYHOASS=1] Payments for HOA fees
4. [IF B_SECT3I.PAYCONDO=1] Payments for condo fees
5. [IF B_SECT3I.SPCLPAY2=1] Payments for management services
6. [IF B_SECT3I.COOPSP3=1] Payments for Co‐op management fees
7. [IF B_SECT3I.ASSESSMT=1] Payments for special assessment to local government
99. NO, NONE
NDK/NRF
CHECKPOINT3
• For each item with a receipt, ask the “Have Receipt” questions starting with S03D.NUM_RCPT[1]
• For each item without a receipt ask the “No Receipt” questions starting with S03D.NR_HOW
NUM_RCPT[1] *How many receipts are there for {FOR S03D.EXTRAS=1, fill: “payments for more than the
amount required on a mortgage/home equity loan” / FOR S03D.EXTRAS=1, fill: “payments for
ground or land rent” / …}?
Number: ____
Section 3 –Owned Living Quarters
11
Records Study Second Interview
REF_MTCH[1] *Was the total amount for {S03D.EXTRAS} shown on the record(s)/receipt(s) since the start of
{B_REF_MONTH}?
1. Yes
2. No
MATCH[1]
*Does the information shown on the receipt(s)/record(s) match what was reported in interview
1 for {S03D.EXTRAS}: {FOR S03D.EXTRAS=1, fill: {B_SPECIALX}/ S03D.EXTRAS=1, fill: IF
B_GRNDRNTX/ FOR S03D.EXTRAS=3, fill: {B_MGOTHERX}/ FOR S03D.EXTRAS=4, fill:
{B_MGOTHERX} / FOR S03D.EXTRAS=5, fill: {B_SPECLX}/ FOR S03D.EXTRAS=6, fill:
{B_MGOTHERX} / FOR S03D.EXTRAS=7, fill: {B_ASSESSX}}?
1. Yes
2. No
MONTH[1]
[IF S03D.REF_MTCH[1]=2] *For which months are there receipts/records? Enter all that apply.
[SHOW PAST 12 MONTHS]
[IF S03D.MATCH[1]=2] *What is the total amount for {S03D.EXTRAS} shown on the
TOTAL[1]
receipt(s)/record(s) since the start of {B_REF_MONTH}?
$ _____
IF B_SPECIALX/S03D.TOTAL[1] <.9 or >1.1 THEN S03D.TOTAL[1]_DIF=1; ELSE S03D.TOTAL[1]_DIF=2
MISSING[1]
[IF S03D.TOTAL[1]_DIF=1] How likely is it that you are missing receipts/records for
{S03D.EXTRAS} since the start of {B_REF_MONTH}? Would you say that you are…
Definitely missing receipts
Probably missing receipts
Probably not missing receipts
Definitely not missing receipts
NOMATCH[1] [IF S03D.TOTAL[1]_DIF=1] Can you tell me a little more about {S03D.EXTRAS}? The
receipts/records show ${S03D.TOTAL[1]} since the start of {B_REF_MONTH}, but last week you
reported paying ${B_SPECIALX} since the start of {B_REF_MONTH} .
There are many possible reasons for this difference. Is it for any of the following reasons? You
may select all that apply.
{REFER TO SHOWCARD1}
RCPT_RSN[1] [IF S03D.TOTAL[1]_DIF=1] You said [S03D.NOMATCH[1]], can you tell me a little more about
that?
_______________{ALLOW 300 CHARACTERS}
Section 3 –Owned Living Quarters
12
Records Study Second Interview
RCPT_CMNTS[1]
*Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO S03.CHECKPOINT3]
Reported Extras – No Receipt
NR_HOW[1] Last week, you reported paying a total of {B_SPECIALX} for {S03D.EXTRAS} since the first of
[B_REF_MONTH]. How did you come up with your answer to that question?
_______________{ALLOW 300 CHARACTERS}
NR_RSN[1]
There are many possible reasons why you may not have a receipt or record for this item. Was it
for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {S03D.NR_RSN[1]}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO S03.CHECKPOINT3]
Section 3X – DID NOT REPORT OWNING BUT HAS RECORDS
NOT_LISTED *Does the respondent have receipts/records for any of the following even though they did not
report owning this property last week?
3. Property tax
4. Mortgage or home equity loan
5. Line of credit loan
99. NO, NONE
CHECKPOINT4
• IF S03X.NOT_LISTED=(1, 2, or 3) ask NL_DESCRIP to NL_CMNTS, then go to Section 4A.
• IF S03X.NOT_LISTED=99, then go to Section 4A.
NL_DESCRIP[1] *Enter a brief description of the item.
_______________{ALLOW 300 CHARACTERS}
Section 3 –Owned Living Quarters
13
Records Study Second Interview
NL_MONTH[1] *For which months are there receipts/records? Enter all that apply.
[SHOW PAST 12 MONTHS]
NL_AMNT[1] *What is the amount of the {IF S03X.NL_OWN=1, FILL: “property tax”/ S03X.NL_OWN=2, FILL:
“monthly mortgage/home equity loan payment”/ S03X.NL_OWN=3, FILL: “line of credit loan
payment”}, on the record(s)?
$________
NL_HOW[1] Can you tell me a little more about this item? The receipt(s)/record(s) show(s) an expense for {IF
S03X.NL_OWN=1, FILL: “property tax”/ S03X.NL_OWN=2, FILL: “monthly mortgage/home equity
loan payments”/ S03X.NL_OWN=3, FILL: “line of credit loan payments”} but you did not report
this item last week. There are many possible reasons for this. Is it for any of the following
reasons? You may select all that apply.
[SHOWCARD 3]
NL_RSN[1]
You said {NL_HOW[1]}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NL_CMNTS[1] *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO S03.CHECKPOINT4]
Section 3 –Owned Living Quarters
14
Records Study Second Interview
Section 4A – Telephone Expenses
[IF B_Sect04.TELEBILL=1 THEN GO TO S04A.TEL_EXP; ELSE GO TO SECTION 4B.]
TEL_EXP
Last week you reported the following expenses. Please indicate if you have any receipts or
records for these services. *Enter all that apply.
1. [IF Sect04.TPhone.RowScr1[1].TELcomp] {B_TELCOMP} {B_TELTEMP}
2. [IF Sect04.TPhone.RowScr1[2].TELcomp] {B_TELCOMP} {B_TELTEMP}
3. [IF Sect04.TPhone.RowScr1[3].TELcomp] {B_TELCOMP} {B_TELTEMP}
4. …
99. NO, NONE
NDK/NRF
Programmer note:
• For each telephone service reported in Int1 with a receipt, go to S04A.INTRO[1].
• For each telephone service reported in Int1 without a receipt, go to S04A.NR_HOW[1]
REPORTED TELEPHONE SERVICES AND HAS RECEIPT
INTRO[1]
Can I please see any receipts or records you have for {B_TELCOMP} {B_TELTEMP}?
MONTH[1]
*For which months are there receipts/records? Enter all that apply.
5. {B_REF_MONTH }
6. {B_TWO_MONTH}
7. {B_LAST MONTH}
8. OTHER
OTH_MONTH[1][IF S04A.MONTH=4 AND ≠ (1, 2, OR 3)]*Enter the month and year for the most recent
receipt/record the respondent has.
__ / __
SRV_START[1] *On the bill/record for {FILL MOST RECENT MONTH}, what is the service period start date?
__ / __ / __
SRV_END[1] *What is the service period end date?
__ / __ / __
SAME[1]
[IF >1 RESPONSE SELECTED FOR S04A.MONTH[1]] *Are the receipts/records the exact same each
month?
1. YES
2. NO
Section 4 – Utilities
15
Records Study Second Interview
Programmer note:
• IF [S04A.SAME[1]=1 AND B_TELCHGX1=B_TELCHGX2=B_TELCHGX3 OR [IF S04A.MONTH=4], ask
S04A.TYPE3[1] – S04A.SAMEBILL[1]] for the most recent month with a receipt.
• If S04A.SAME[1]=2 OR [[B_TELCHGX1≠B_TELCHGX2] OR [B_TELCHGX1≠B_TELCHGX3] OR
[B_TELCHGX2≠B_TELCHGX3]], ask S04A.TYPE3[1] – S04A.SAMEBILL[1] for each month for which they
have receipts.
TYPE3[1]
*What type of record does the respondent have for {B_LAST_MONTH}?
1. Utility bill from provider (hardcopy or electronic)
2. Credit card bill
3. Bank records – not including credit card bill (e.g. account summary)
4. Check book
5. Electronic record (e.g. purchase confirmation)
6. Email record
7. Self‐created record (e.g. handwritten list, typed spreadsheet)
8. OTHER (SPECIFY)
MATCH3[1]
[IF S04A.MONTH[1]≠4]*Which items do NOT match the [B_LAST_MONTH] bill? Enter all that
apply.
1. Name of company providing the service: {B_TELCOMP}
2. Type of telephone service: {B_TYPETEL3[1]}
3. Additional service items: {B_TELTEMP3[1]}
4. Amount for total bill: ${B_TELCHGX3]
5. Amount for internet access: ${B_TINTNTX3}
6. Amount for cable/satellite: ${B_TCABLEX3}
99. ALL MATCH
NDK/NRF
TELCOMP3[1] [IF S04A.MONTH[1]=4 OR S04A.MATCH3[1]=1] *What is the name of the company providing the
service shown on the [B_LAST_MONTH] bill?
____________ {ALLOW 300 CHARACTERS}
TYPETEL3[1] [IF S04A.MONTH[1]=4 OR S04A.MATCH3[1]=2] *What is the type of telephone service shown on
the [B_LAST_MONTH] bill? Enter all that apply.
1. Residential service
2. Mobile/Cellular service
3. Voice Over IP
4. OTHER (SPECIFY)
TELTEMP3[1] [IF S04A.MONTH[1]=4 OR S04A.MATCH3[1]=3] *What is the type of telephone service shown on
the [B_LAST_MONTH] bill? Enter all that apply.
1. NONE
Section 4 – Utilities
16
Records Study Second Interview
2.
3.
4.
77.
Internet access (including broadband, DSL, and dial‐up)
Cable or satellite television service
Non‐telephone related rentals or purchases such as a modem
MISC. COMBINED (UNABLE TO SPECIFY)
TELCHGX3[1] [IF S04.MONTH[1]=4 OR S04A.MATCH3[1]=3] *What is the total monthly expense shown on the
bill for [B_LAST_MONTH]?
$_____
IF S04.TELCHGX3[1]/B_TELCHGX3[1] IS <.9 OR >1.1 THEN S04A.TELCHGX_3[1]_DIF=1; ELSE
S04A.TELCHGX3[1]_DIF=2
TINTNTX3[1] [IF S04.MONTH[1]=4 OR S04A.MATCH3[1]=4] *What is the amount for internet access shown on
the bill for [B_LAST_MONTH]?
$_____
IF S04.TINTNTX3[1]/B_TINTNTX3[1] IS <.9 OR >1.1 THEN S04A.TINTNTX3[1]_DIF=1; ELSE
S04A.TINTNTX3[1]_DIF=2
TCABLEX3[1] [IF S04.MONTH[1]=4 OR S04A.MATCH3[1]=5] *What is the amount for cable/satellite shown on
the bill for [B_LAST_MONTH]?
$_____
IF S04.TCABLEX3[1]/B_TCABLEX3[1] IS <.9 OR >1.1 THEN S04A.TCABLEX3[1]_DIF=1; ELSE
S04A.TCABLEX3[1]_DIF=2
SAMEBILL[1] [IF S04.MONTH[1]=4] Is your telephone bill for [B_LAST_MONTH] exactly the same, about the
same, or different from the telephone bill for [FILL SPECIFY MONTH]?
1. Exactly the same
2. About the same
3. Different
NOMATCH[1] [IF [S04A.TELCHGX3[1]_DIF=1 OR S04A.TINTNTX3[1]_DIF=1 OR S04A.TCABLEX3[1]_DIF=1], fill:
“Can you tell me a little more about your telephone service? The bill shows that you paid a total
of ${S04A.TELCHGX3[1]} [IF S04.TINTNTX3[1]>0, fill: “and ${S04.TINTNTX3[1]} for internet”] [IF
S04.TCABLEX3[1]>0, fill: and ${S04.TCABLEX3[1]} for satellite/cable] for {B_LAST_MONTH}. Last
week you reported paying a total of ${B_TELCHGX1} [IF B_TINTNTX3>0, fill: “and ${B_TINTNTX3}
for internet”] [IF B_TCABLEX31>0, fill: and ${B_TCABLEX3} for satellite/cable] for
{B_LAST_MONTH}.
(There are many possible reasons for this difference. Is it for any of the following reasons? You
may select all that apply.)”]
Section 4 – Utilities
17
Records Study Second Interview
[ELSE IF [S04A.TELCHGX2[1]_DIF=1 OR S04A.TINTNTX2[1]_DIF=1 OR S04A.TCABLEX2[1]_DIF=1],
fill: “Can you tell me a little more about your telephone service? The bill shows that you paid a
total of ${S04A.TELCHGX2[1]} [IF S04.TINTNTX2[1]>0, fill: “and ${S04.TINTNTX2[1]} for internet”]
[IF S04.TCABLEX2[1]>0, fill: and ${S04.TCABLEX2[1]} for satellite/cable] for {B_TWO_MONTH}.
Last week you reported paying a total of ${B_TELCHGX2} [IF B_TINTNTX2>0, fill: “and
${B_TINTNTX2} for internet”] [IF B_TCABLEX2>0, fill: and ${B_TCABLEX2} for satellite/cable] for
{B_TWO_MONTH}.
(There are many possible reasons for this difference. Is it for any of the following reasons? You
may select all that apply.)”]
[ELSE IF [S04A.TELCHGX1[1]_DIF=1 OR S04A.TINTNTX1[1]_DIF=1 OR S04A.TCABLEX1[1]_DIF=1],
fill: “Can you tell me a little more about your telephone service? The bill shows that you paid a
total of ${S04A.TELCHGX1[1]} [IF S04.TINTNTX1[1]>0, fill: “and ${S04.TINTNTX1[1]} for internet”]
[IF S04.TCABLEX1[1]>0, fill: and ${S04.TCABLEX1[1]} for satellite/cable] for {B_REF_MONTH}.
Last week you reported paying a total of ${B_TELCHGX1} [IF B_TINTNTX1>0, fill: “and
${B_TINTNTX1} for internet”] [IF B_TCABLEX1>0, fill: and ${B_TCABLEX1} for satellite/cable] for
{B_REF_MONTH}.
(There are many possible reasons for this difference. Is it for any of the following reasons? You
may select all that apply.)”]
{SHOWCARD 1}
RCPT_RSN[1] You said {S04.NOMATCH[1]}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]*Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[GO TO SECTION 4B]
REPORTED TELEPHONE SERVICES BUT DOES NOT HAVE RECEIPT
NR_HOW[1] Last week you reported paying a total of ${B_TELCHGX1} for {B_TYPETEL3[1]} [IF
{B_TELTEMP3[1]=1,2 or 3, fill: “including {B_TELTEMP3[1]} for {B_LAST_MONTH}. How did you
come up with your answer to that question?
_______________{ALLOW 300 CHARACTERS}
NR_RSN[1]
There are many possible reasons why you may not have a receipt or record for this item. Was it
for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
Section 4 – Utilities
18
Records Study Second Interview
NR_RSN_TXT[1] You said {S04.NR_RSN[1]}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
Section 4B – Other Telephone Expenses
[IF B_Sect04.FONCARD=1 OR Sect04.PRPYCELL=1 OR Sect04.PYPHONE=1 THEN GO TO S04A.OTEL_EXP; ELSE GO
TO SECTION 4C.]
OTEL_EXP
Last week you reported the following expenses. Please indicate if you have any receipts or
records for these items. *Enter all that apply.
1. [IF B_Sect04.Oth_Phone.FONCARD=1] {Prepaid long distance telephone cards or minutes}
2. [IF B_Sect04.Oth_Phone.PRPYCELL=1] {Prepaid cellular minutes}
3. [IF B_Sect04.Oth_Phone.PYPHONE=1] {Public pay phone services}
99. NO, NONE
NDK/NRF
CHECKPOINT2
• For each item with a receipt, go to S04B.INTRO[1].
• For each item reported in Int1 without a receipt, go to S04B.NR_HOW[1]
REPORTED TELEPHONE SERVICES AND HAS RECEIPT
INTRO[1]
Can I please see any receipts or records you have for {FILL: “Prepaid long distance telephone
cards or minutes” OR “Prepaid cellular minutes” OR “Public pay phone services”}?
RCPT_NUM[1] *How many receipts/records are there for {FILL: “prepaid long distance telephone cards or
minutes” OR “prepaid cellular minutes” OR “public pay phone services”}?
_______
MATCH3[1]
*Which items do NOT match the receipt(s)/record(s)? Enter all that apply.
1. Reference period: Since the start of [B_REF_MONTH]
2. Total expense: ${FILL: B_Sect04.Oth_Phone.FONCARDX OR B_Sect04.Oth_Phone.PRPYCLX
OR B_Sect04.Oth_Phone.PYPHONEX}
99. ALL MATCH
NDK/NRF
MONTH[1]
[IF S04B.MATCH3[1]=1] *What is the month shown on the receipt(s)/record(s)? {IF
S04B.RCPT_NUM[1]>1, fill “Enter all that apply.”}
1. {B_LAST_MONTH}
Section 4 – Utilities
19
Records Study Second Interview
2. {B_TWO_MONTH}
3. {B_REF_MONTH}
4. OTHER (IF ALL RECEIPTS ARE OTHER, GO TO S04B.RCPT_CMNTS)
OTH_MONTH[1][IF S04B.MONTH=4 AND ≠ (1, 2, OR 3]*Enter the month and year for the most recent
receipt/record.
__ / __
AMOUNT[1] [IF S04B.MATCH3[1]=3] *What is the total expense for {FILL: “prepaid long distance telephone
cards or minutes” OR “prepaid cellular minutes” OR “public pay phone services”} shown on the
receipt(s)/record(s)}?
$______
IF S04B.AMOUNT[1]/B_ FONCARDX IS <.9 OR >1.1 THEN S04B.AMOUNT[1]_DIF=1; ELSE
S04B.AMOUNT[1]_DIF=2.
IF S04B.AMOUNT[1]/B_ PRPYCLX IS <.9 OR >1.1 THEN S04B.AMOUNT[1]_DIF=1; ELSE S04B.AMOUNT[1]_DIF=2.
IF S04B.AMOUNT[1]/B_PYPHONEX IS <.9 OR >1.1 THEN S04B.AMOUNT[1]_DIF=1; ELSE S04B.AMOUNT[1]_DIF=2.
MIS_RCPT[1] [IF S04B.AMOUNT[1]_DIF=1] How likely is it that you are missing any receipts or records for
{FILL: “prepaid long distance telephone cards or minutes” OR “prepaid cellular minutes” OR
“public pay phone services”}? Would you say that you are…
1. Definitely missing receipts
2. Probably missing receipts
3. Probably not missing receipts
4. Definitely not missing receipts
NOMATCH[1] [IF S04B.AMOUNT[1]_DIF=1] Can you tell me a little more about your {IF S04B.RCPT_NUM[1]>1:
fill, “purchases”, IF S04B.RCPT_NUM[1]=1: fill “purchase”} of {FILL: “prepaid long distance
telephone cards or minutes” OR “prepaid cellular minutes” OR “public pay phone services”}?
The {IF S04B.RCPT_NUM[1]>1: fill “receipts/records show”, IF S04B.RCPT_NUM[1]=1: fill
“receipt/record shows”} a total of ${S04B.AMOUNT[1]} for {B_LAST_MONTH}.
Last week, you reported paying a total of ${FILL: B_Sect04.Oth_Phone.FONCARDX OR
B_Sect04.Oth_Phone.PRPYCLX OR B_Sect04.Oth_Phone.PYPHONEX} for {B_LAST_MONTH}.
(There are many possible reasons for the difference. Is it for any of the following reasons? You
may select all that apply.)
{REFER TO SHOWCARD1}
RCPT_RSN[1] [IF S04B.AMOUNT[1]_DIF=1] You said {S04B.NOMATCH[1]}. Can you tell me a little more about
that?
Section 4 – Utilities
20
Records Study Second Interview
___________ {ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]*Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO S04B.CHECKPOINT2]
REPORTED ITEM IN INT1 BUT DOES NOT HAVE RECEIPT
NR_HOW[1] Last week, you reported paying a total of ${FILL: B_Sect04.Oth_Phone.FONCARDX OR
B_Sect04.Oth_Phone.PRPYCLX OR B_Sect04.Oth_Phone.PYPHONEX} for {FILL: “prepaid long
distance telephone cards or minutes” OR “prepaid cellular minutes” OR “public pay phone
services”} for {B_LAST_MONTH}. How did you come up with your answer to that question?
___________ {ALLOW 300 CHARACTERS}
NR_RSN[1]
There are many possible reasons why you may not have any receipts or records for this expense.
Was it for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {S04B.NR_RSN[1]}, can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO S04B.CHECKPOINT2]
Section 4C – Internet Service Expenses
[IF ANY B_Sect04.TinterServ.IntServ[X].UTI_ITEM=1 to 7, GO TO S04C.INT_EXP; ELSE GO TO S04D.]
INT_EXP
Last week you reported the following expenses. Please indicate if you have any receipts or
records for these items. *Enter all that apply.
1. [IF B_Sect04.TinterServ.IntServ[1].UTI_ITEM = 1 to 7] {B_AUX_SERVICE}: ${B_INTCHGX} for
{B_INTDESC} for {B_INTMO}
2. [IF B_Sect04.TinterServ.IntServ[2].UTI_ITEM = 1 to 7] {B_AUX_SERVICE}: ${B_INTCHGX} for
{B_INTDESC} for {B_INTMO}
3. [IF B_Sect04.TinterServ.IntServ[3].UTI_ITEM = 1 to 7] {B_AUX_SERVICE}: ${B_INTCHGX} for
{B_INTDESC} for {B_INTMO}
4. …
99. NO, NONE
Section 4 – Utilities
21
Records Study Second Interview
NDK/NRF
CHECKPOINT3
• For each internet service with a receipt, go to S04C.INTRO[1].
• For each internet service reported in Int1 without a receipt, go to S04C.NR_HOW[1]
REPORTED INTERNET SERVICES AND HAS RECEIPT
INTRO[1]
Can I please see any receipts or records you have for {B_INTDESC}?
RCPT_NUM[1] *How many receipts/records are there for this item?
_______
MATCH3[1]
*Which items do NOT match the receipt(s)/record(s)? Enter all that apply.
1. Description: {B_INTDESC}
2. Combined items: {B_INTCMB[1]}
3. Month: {B_INTMO}
4. Amount: ${B_INTCHGX}
99. ALL MATCH
NDK/NRF
DESCR[1]
[IF S04C.MATCH3[1]=1] *Explain the difference in the description of the item reported in
Interview 1.
____________ {ALLOW 300 CHARACTERS}
COMB[1]
[IF S04C.MATCH3[1]=2] *What is the {B_AUX_SERVICE} combined with? Enter all that apply.
1. Cable or satellite TV services
2. Satellite radio services
3. Internet connection or an internet service provider
4. Listening to or downloading music or audio files
5. Viewing or downloading video files
6. Online games or other internet entertainment sites
7. Internet services away from home such as web cafes or internet kiosks
77. MISC. COMBINED (UNABLE TO SPECIFY)
MONTH[1]
[IF S04C.MATCH3[1]=3] *What is the month shown on the receipt(s)/record(s)? {IF
S04C.RCPT_NUM[1]>1, fill “Enter all that apply.”}
1. {B_LAST_MONTH}
2. {B_TWO_MONTH}
3. {B_REF_MONTH}
4. OTHER
Section 4 – Utilities
22
Records Study Second Interview
OTH_MONTH[1][IF S04C.MONTH=4 AND ≠ (1, 2, OR 3]*Enter the month and year for the most recent
receipt/record.
__ / __ [GO TO S04C.RCPT_CMNTS[1]]
AMOUNT[1] [IF S04C.MATCH3[1]=4] *What is the total expense for {B_INTDESC} in {B_LAST_MONTH} shown
on the record/bill?
$______
IF S04C.AMOUNT[1]/B_INTCHGX IS <.9 OR >1.1 THEN S04C.AMOUNT[1]_DIF=1; ELSE S04C.AMOUNT[1]_DIF=2.
NOMATCH[1] [IF S04C.AMOUNT[1]_DIF=1] Can you tell me a little more about your expense for {B_INTDESC}?
The {IF S04C.RCPT_NUM[1]>1: fill “records/bills show”, IF S04C.RCPT_NUM[1]=1: fill “record/bill
shows”} an expense of ${S04C.AMOUNT[1]} for {B_LAST_MONTH}.
Last week, you reported an expense of ${B_INTCHGX} for {B_LAST_MONTH}.
(There are many possible reasons for the difference. Is it for any of the following reasons? You
may select all that apply.)
{REFER TO SHOWCARD1}
RCPT_RSN[1] [IF S04C.AMOUNT[1]_DIF=1] You said {S04C.NOMATCH[1]}. Can you tell me a little more about
that?
___________ {ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]*Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO S04C.CHECKPOINT3]
REPORTED INTERNET SERVICE IN INT1 BUT DOES NOT HAVE RECEIPT
NR_HOW[1] Last week, you reported paying ${B_INTCHGX} for {B_INTDESC} for {B_REF_MONTH}. How did
you come up with your answer to that question?
___________ {ALLOW 300 CHARACTERS}
NR_RSN[1]
There are many possible reasons why you may not have any receipts or records for this expense.
Was it for any of the following reasons? You may select all that apply.
{REFER TO SHOWCARD2}
Section 4 – Utilities
23
Records Study Second Interview
NR_RSN_TXT[1] You said {S04C.NR_RSN[1]}, can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO S04C.CHECKPOINT3]
Section 4D – Utilities and Fuels
[IF ANY B_Sect04.UTC_ITEM = 1 to 10 THEN GO TO S04D.UTL_EXP; ELSE GO TO SECTION 6A.]
UTL_EXP
Last week you reported the following expenses. Please indicate if you have any receipts or
records for these services. *Enter all that apply.
1. [IF Sect04.TPhone.RowScr1[1].UTC_ITEM = 1 to 10] {B_Descpr_Ax}: {B_COMPNAME}
2. [IF Sect04.TPhone.RowScr1[2].UTC_ITEM = 1 to 10] {B_Descpr_Ax}: {B_COMPNAME}
3. [IF Sect04.TPhone.RowScr1[3].UTC_ITEM = 1 to 10] {B_Descpr_Ax}: {B_COMPNAME}
4. …
99. NO, NONE
NDK/NRF
CHECKPOINT4
• For each service reported in Int1 with a receipt, go to S04D.INTRO[1].
• For each service reported in Int1 without a receipt, go to S04D.NR_HOW[1]
REPORTED SERVICES AND HAS RECEIPT
INTRO[1]
Can I please see any receipts or records you have for {B_Descpr_Ax} service from
{B_COMPNAME}?
MONTH[1]
*For which months are there receipts/records? Enter all that apply.
1. {B_REF_MONTH }
2. {B_TWO_MONTH}
3. {B_LAST MONTH}
4. OTHER
OTH_MONTH[1][IF S04D.MONTH=4 AND ≠ (1, 2, OR 3)]*Enter the month and year for the most recent
receipt/record the respondent has.
__ / __
SRV_START[1] *On the bill/record for {FILL MOST RECENT MONTH}, what is the service period start date?
__ / __ / __
Section 4 – Utilities
24
Records Study Second Interview
SRV_END[1]
SAME[1]
*What is the service period end date?
__ / __ / __
[IF >1 RESPONSE SELECTED FOR S04D.MONTH[1]] *Are the receipts/records the exact same
each month?
1. YES
2. NO
Programmer note:
• IF [S04D.SAME[1]=1 AND B_UTLCHGX1=B_UTLCHGX2=B_UTLCHGX3 OR [IF S04D.MONTH=4], ask
S04D.TYPE3[1] – S04D.SAMEBILL[1]] for the most recent month with a receipt.
• If S04D.SAME[1]=2 OR [[B_UTLCHGX1≠B_UTLCHGX2] OR [B_UTLCHGX1≠B_UTLCHGX3] OR
[B_UTLCHGX2≠B_UTLCHGX3]], ask S04D.TYPE3[1] – S04D.SAMEBILL[1] for each month for which they
have receipts.
TYPE3[1]
*What type of record does the respondent have for {B_LAST_MONTH}?
1. Utility bill from provider (hardcopy or electronic)
2. Credit card bill
3. Bank records – not including credit card bill (e.g. account summary)
4. Check book
5. Electronic record (e.g. purchase confirmation)
6. Email record
7. Self‐created record (e.g. handwritten list, typed spreadsheet)
8. Other (please specify): ___________________________
MATCH3[1]
[IF S04D.MONTH[1]≠4]*Which items do NOT match the [B_LAST_MONTH] bill? Enter all that
apply.
1. Name of company providing the service: {B_COMPNAME}
2. Combined services: {B_UTILCMB[1], B_UTILCMB[2], ...}
3. Amount for total bill: ${B_UTLCHGX3]
99. ALL MATCH
NDK/NRF
UTLCOMP3[1] [IF S04D.MONTH[1]=4 OR S04D.MATCH3[1]=1] *What is the name of the company providing the
service shown on the [B_LAST_MONTH] bill?
____________ {ALLOW 300 CHARACTERS}
COMB[1]
[IF S04D.MONTH[1]=4 OR S04D.MATCH3[1]=2] *What services are included in the monthly bill?
Enter all that apply.
1. Electricity
Section 4 – Utilities
25
Records Study Second Interview
2.
3.
4.
5.
6.
7.
8.
9.
10.
77.
Natural or utility gas
Fuel oil
Bottled or tank gas
Other fuels including wood
Piped‐in water
Sewerage maintenance
Trash/garbage collection
Water softening service
Septic tank cleaning
MISC. COMBINED (UNABLE TO SPECIFY)
UTLCHGX3[1] [IF S04.MONTH[1]=4 OR S04D.MATCH3[1]=3] *What is the total monthly expense shown on the
bill for [B_LAST_MONTH]?
$_____
IF S04.UTLCHGX3[1]/B_UTLCHGX3[1] IS <.9 OR >1.1 THEN S04D.UTLCHGX_3[1]_DIF=1; ELSE
S04D.UTLCHGX3[1]_DIF=2
NOMATCH[1] [IF S04D.UTLCHGX3[1]_DIF=1, fill: “Can you tell me a little more about your {B_Descpr_Ax}
service from {B_COMPNAME}? The bill shows that you paid a total of ${S04D.UTLCHGX3[1]} for
{B_LAST_MONTH}. Last week you reported paying a total of ${B_UTLCHGX1} for
{B_LAST_MONTH}.
(There are many possible reasons for this difference. Is it for any of the following reasons? You
may select all that apply.)”]
[ELSE IF S04D.UTLCHGX2[1]_DIF=1, fill: “Can you tell me a little more about your {B_Descpr_Ax}
service from {B_COMPNAME}? The bill shows that you paid a total of ${S04D.UTLCHGX2[1]} for
{B_LAST_MONTH}. Last week you reported paying a total of ${B_UTLCHGX2} for
{B_TWO_MONTH}.
(There are many possible reasons for this difference. Is it for any of the following reasons? You
may select all that apply.)”]
[ELSE IF [S04D.UTLCHGX1[1]_DIF=1, fill: “Can you tell me a little more about your {B_Descpr_Ax}
service from {B_COMPNAME}? The bill shows that you paid a total of ${S04D.UTLCHGX1[1]} for
{B_REF_MONTH}. Last week you reported paying a total of ${B_UTLCHGX1} for
{B_REF_MONTH}.
(There are many possible reasons for this difference. Is it for any of the following reasons? You
may select all that apply.)”]
{SHOWCARD 1}
RCPT_RSN[1] You said {S04.NOMATCH[1]}, can you tell me a little more about that?
Section 4 – Utilities
26
Records Study Second Interview
_______________{ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]
*Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO S04D.CHECKPOINT4]
REPORTED TELEPHONE SERVICES BUT DOES NOT HAVE RECEIPT
NR_HOW[1] Last week you reported paying a total of ${B_UTLCHGX1} for {B_Descpr_Ax} service from
{B_COMPNAME} for {B_LAST_MONTH}. How did you come up with your answer to that
question?
_______________{ALLOW 300 CHARACTERS}
NR_RSN[1]
There are many possible reasons why you may not have a receipt or record for this item. Was it
for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {S04.NR_RSN[1]}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO S04D.CHECKPOINT4]
Section 4X – DID NOT REPORT HOUSEHOLD APPLIANCES, BUT HAS RECORDS
NOT_LISTED_A *Does the respondent have receipts/records for telephone bills even though they did not report
them last week?
1. YES
2. NO
NDK/NRF
NOT_LISTED_B *Does the respondent have receipts/records for any of the following even though they did not
report them last week? Enter all that apply.
1. Prepaid long distance telephone cards or minutes
2. Prepaid cellular minutes
3. Public pay phone services
99. NO, NONE
Section 4 – Utilities
27
Records Study Second Interview
NDK/NRF
NOT_LISTED_C *Does the respondent have receipts/records for any of the following clothing services even
though they did not report them last week? Enter all that apply.
[LIST ITEMS FROM B_Sect04.TinterServ.IntSrv[1].UTI_ITEM]
99. NO, NONE
NDK/NRF
NOT_LISTED_D *Does the respondent have receipts/records for any of the following sewing materials even
though they did not report them last week? Enter all that apply.
[LIST ITEMS FROM B_Sect04.TinterServ.IntSrv[1].UTI_ITEM]
99. NO, NONE
NDK/NRF
CHECKPOINT5
3. For each item, ask NL_DESCRIP[1] to NL_CMNTS[1], then go to Section 6A.
4. IF S04X.NOT_LISTED_A ‐ S04X.NOT_LISTED_D=99, then go to Section 6A.
NL_DESCRIP[1] *Enter a brief description of the item.
_______________{ALLOW 300 CHARACTERS}
NL_MONTH[1] *For which months are there receipts/records? Enter all that apply.
1. {B_LAST_MONTH}
2. {B_TWO_MONTH}
3. {B_REF_MONTH}
NL_AMNT[1] *What is the amount of the {S04X.NOT_LISTED_A / S04X.NOT_LISTED_B / S04X.NOT_LISTED_C /
S04X.NOT_LISTED_D} shown on the receipt(s)/record(s) for [IF S04X.NOT_LISTED_B, fill: “since
the start of {B_REF_MONTH}”; ELSE, fill: {MOST RECENT MONTH WITH RECEIPT}]?
$________
NL_HOW[1] Can you tell me a little more about this item? The receipt(s)/record(s) show(s) an expense for
{S09X.NOT_LISTED_A / S09X.NOT_LISTED_B / S09X.NOT_LISTED_C / S09X.NOT_LISTED_D} but
you did not report this item last week. There are many possible reasons for this. Is it for any of
the following reasons? You may select all that apply.
[SHOWCARD 3]
NL_RSN[1]
You said {NL_HOW[1]}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
Section 4 – Utilities
28
Records Study Second Interview
NL_CMNTS[1] *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO S09X.CHECKPOINT5]
Section 4 – Utilities
29
Records Study Second Interview
Section 6A – Household Appliances
[IF ANY B_Sect06.TableA.Row[X].Item=1 to 36, GO TO S06A.MAJ_APPL; ELSE GO TO S06B.]
MAJ_APPL
Last week you reported the following expenses. Do you have any receipts or records for these
items? *Enter all that apply.
5. [IF B_Sect06.TableA.Row[1].Item = 1 to 9] {B_PREFILL}: {B_DESCRIPTION}, purchased for
${B_AMOUNT} in {B_MONTH}]
6. [IF B_Sect06.TableA.Row[2].Item= 1 to 9] {B_PREFILL}: {B_DESCRIPTION}, purchased for
${B_AMOUNT} in {B_MONTH}]
7. [IF B_Sect06.TableA.Row[3].Item= 1 to 9] {B_PREFILL}: {B_DESCRIPTION}, purchased for
${B_AMOUNT} in {B_MONTH}]
8. …
99. None
NDK/NRF
CHECKPOINT1
• If there are 5 or fewer items in S06A.MAJ_APPL with receipts, go to S06A.INTRO[1] for each item with
receipts and S06A.NR_HOW[1] for any items without receipts.
• If there are 6‐9 items in S06A.MAJ_APPL with receipts, go to S06A.INTRO[1] for a random 5 items with
receipts; go to SO6A.INTRO[1]_S for the remaining items with receipts; and go to S06A.NR_HOW[1] for
any items without receipts.
• If there are 10 or more items in S06A.MAJ_APPL with receipts, go to S06A.INTRO[1] for a random 50%
of the items with receipts; go to S06A.INTRO[1]_S for the other 50% of items with receipts; and go to
S06A.NR_HOW[1] for any items without receipts.
• When done, go to Section 6B.
Reported category in Interview1 ‐ Have receipt – Short Set
INTRO[1]_S
Can I please see any receipts or records you have for the {B_DESCRIPTION}?
MATCH[1]_S *Does the price match the receipts/records?
Total {IF B_WHO=2, fill: “rental”} expense {IF B_TAX=1, fill: “including”, IF B_TAX=2, fill: “not
including”} sales tax: ${B_AMOUNT}.
1. Yes
2. No
AMOUNT[1]_S [IF S06A.MATCH[1]_S=2 & B_WHO=2] * Based on the receipts, what is the total rental expense
for {B_DESCRIPTION} since the start of {B_MONTH}?
[IF S06A.MATCH[1]_S=2 & B_WHO=(1 OR 3)] *What is the total expense for {B_DESCRIPTION}
shown on the receipt/record?
$______
‐6 CANNOT TELL
Section 6 – Household Appliances
30
Records Study Second Interview
TAX[1]_S
[IF S06A.MATCH[1]_S=2] *Did this include tax?
1. Yes
2. No
[RETURN TO S06A.CHECKPOINT1]
Reported category in Interview1 ‐ Have receipt – Long Set
INTRO[1]
Can I please see any receipts or records you have for the {B_DESCRIPTION}?
RCPT_NUM[1] *How many receipts/records are there for the {B_DESCRIPTION}?
_______
MATCH[1]
*Which items do NOT match the receipt(s)/record(s)? Enter all that apply.
3. Description: {B_DESCRIPTION}
4. Combined items: {B_COMBCODE}
5. Total {IF B_WHO=2, fill: “rental”} expense {IF B_TAX=1, fill: “including”, IF B_TAX=2, fill: “not
including”} sales tax: ${B_AMOUNT}
6. Extra charges for installation/delivery: {B_INSTALL}
7. Reference period: {IF B_WHO=1 or 3, fill: {B_MONTH}, if WHO=2, fill “Since the start of
{B_REF_MONTH}”}
99. ALL MATCH
NDK/NRF
DESCR[1]
[IF S06A.MATCH[1]=1] *Explain the difference in the description of the item reported in
Interview 1.
____________ {ALLOW 300 CHARACTERS}
COMB[1]
[IF S06A.MATCH[1]=2] *What is included in the receipt/record? Enter all that apply.
8. Microwave oven
9. Cooking stove, range or oven
10. Range hood
11. Refrigerator or home freezer
12. Built‐in dishwasher
13. Portable dishwasher
14. Garbage disposal
15. Clothes washer
16. Clothes dryer
AMOUNT[1] [IF S06A.MATCH[1]=3 & B_WHO=2] *Based on the receipt(s), what is the total rental expense for
{B_DESCRIPTION} since the start of {B_REF_MONTH}?
Section 6 – Household Appliances
31
Records Study Second Interview
[IF S06A.MATCH[1]=3 & B_WHO=(1 OR 3)] *What is the total expense for {B_DESCRIPTION}
shown on the receipt(s)/record(s)?
$______
IF S06A.AMOUNT[1]/B_AMOUNT IS <.9 OR >1.1 THEN S06A.AMOUNT[1]_DIF=1; ELSE S06A.AMOUNT[1]_DIF=2
TAX[1]
[IF S06A.MATCH[1]=3] *Did this include tax?
1. Yes
2. No
EXTRA_EXP[1] [IF S06A.MATCH[1]=4] *What was the expense for any extra charges for installation or delivery
shown on the receipt(s)/record(s)?
$______
MONTH[1]
[IF S06A.MATCH[1]=5] *What is the month shown on the receipt(s)/record(s)? {IF B_WHO=2, fill
“Enter all that apply.”}
5. {B_LAST_MONTH}
6. {B_TWO_MONTH}
7. {B_REF_MONTH}
8. OTHER
OTH_MONTH[1][IF S06A.MONTH=4 AND ≠ (1, 2, OR 3]*Enter the month and year for the most recent
receipt/record.
__ / __ [GO TO S06A.RCPT_CMNTS[1]]
MIS_RCPT[1] [IF S06A.AMOUNT[1]_DIF=1] How likely is it that you are missing any receipts or records for the
{B_DESCRIPTION} {IF B_WHO= (1 or 3): fill: “for {B_MONTH}”} {IF B_WHO=2: fill “since the start
of {B_REF_MONTH}”}? Would you say that you are…
5. Definitely missing receipts
6. Probably missing receipts
7. Probably not missing receipts
8. Definitely not missing receipts
NOMATCH[1] [IF S06A.AMOUNT[1]_DIF=1] Can you tell me a little more about {B_DESCRIPTION}? The {IF
S06A.RCPT_NUM[1]>1: fill “receipts/records show”, IF S06A.RCPT_NUM[1]=1: fill
“receipt/record shows”} a total of ${S06A.AMOUNT[1]} {IF S06A.TAX[1]=1: fill “including”, IF
S06A.TAX[1]=2: fill “not including”} sales tax {IF B_WHO=1 or 3, fill: “for {S06A.MONTH[1]}”} {IF
B_WHO=2, fill: “since the start of {B_REF_MONTH}”}.
Section 6 – Household Appliances
32
Records Study Second Interview
Last week, you reported paying a total of ${B_AMOUNT} {IF B_TAX=1: fill “including”, IF
B_TAX=2: fill “not including”} sales tax {IF B_WHO=1 or 3, fill: “for {B_MONTH}”} {IF B_WHO=2,
fill: “since the start of {B_REF_MONTH}”}.
There are many possible reasons for the difference. Is it for any of the following reasons? You
may select all that apply.
{REFER TO SHOWCARD1}
RCPT_RSN[1] [IF S06A.MATCH[1]=3] You said {S06A.NOMATCH[1]}. Can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]
*Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO S06A.CHECKPOINT1]
Reported category in Interview1 ‐ No receipt
NR_HOW[1] Last week you reported a total {IF B_WHO=2: fill “rental”} expense of ${B_AMOUNT} {IF
B_TAX=1: fill “including”, IF B_TAX=2: fill “not including”} sales tax for {B_DESCRIPTION} {IF
B_WHO=1 or 3, fill: “for {B_MONTH}”} {IF B_WHO=2, fill: “since the start of {B_REF_MONTH}”}.
How did you come up with your answer to that question?
___________ {ALLOW 300 CHARACTERS}
NR_RSN[1]
There are many possible reasons why you may not have any receipts or records for this expense.
Was it for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {SO6A.NR_RSN[1]}, can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO S06A.CHECKPOINT1]
Section 6B – Household Appliances and Other Selected Items
MIN_APPL
Last week you reported the following expenses. Do you have any receipts or records for these
items? *Enter all that apply.
Section 6 – Household Appliances
33
Records Study Second Interview
1. [IF B_Sect06.TableB.Row[1].Item] {B_PREFILL}: {B_DESCRIPTION}, purchased for
${B_AMOUNT} in {B_MONTH}
2. [IF B_Sect06.TableB.Row[2].Item] {B_PREFILL}: {B_DESCRIPTION}, purchased for
${B_AMOUNT} in {B_MONTH}
3. [IF B_Sect06.TableB.Row[3].Item] {B_PREFILL}: {B_DESCRIPTION}, purchased for
${B_AMOUNT} in {B_MONTH}
4. …
99. NO, NONE
NDK/NRF
CHECKPOINT2
• If there are 5 or fewer items in S06B.MIN_APPL with receipts, go to S06B.INTRO[1] for each item with
receipts and S06B.NR_HOW[1] for any items without receipts.
• If there are 6‐9 items in S06B.MIN_APPL with receipts, go to S06B.INTRO[1] for a random 5 items with
receipts; go to SO6B.INTRO[1]_S for the remaining items with receipts; and go to S06B.NR_HOW[1] for
any items without receipts.
• If there are 10 or more items in S06B.MIN_APPL with receipts, go to S06B.INTRO[1] for a random 50%
of the items with receipts; go to S06B.INTRO[1]_S for the other 50% of items with receipts; and go to
S06B.NR_HOW[1] for any items without receipts.
• When done, go to Section 6X.
Reported category in Interview1 ‐ Have receipt – Short Set
INTRO[1]_S
Can I please see any receipts or records you have for the {B_DESCRIPTION}?
MATCH[1]_S *Does the price match the receipts/records?
Total {IF B_WHO=2, fill: “rental”} expense {IF B_TAX=1, fill: “including”, IF B_TAX=2, fill: “not
including”} sales tax: ${B_AMOUNT}
1. YES
2. NO
AMOUNT[1]_S [IF S06B.MATCH[1]_S=2 & B_WHO=2] * Based on the receipts, what is the total rental expense
for {B_DESCRIPTION} {IF B_TAX=1: fill “including”, IF B_TAX=2: fill “not including”} sales tax since
the start of {B_MONTH}? (If there is only one receipt, assume the rental payment is the same
each time.)
[IF S06A.MATCH[1]_S=2 & B_WHO=(1 OR 3)] *What is the total expense for {B_DESCRIPTION} {IF
B_TAX=1: fill “including”, IF B_TAX=2: fill “not including”} sales tax shown on the receipt/record?
$______
‐
IF S06B.AMOUNT/B_AMOUNT IS <.9 OR >1.1 THEN S06B.AMOUNT[1]_DIF=1; ELSE S06B.AMOUNT[1]_DIF=2
TAX[1]_S
[IF S06B.MATCH[1]_S=2] *Did this include tax?
Section 6 – Household Appliances
34
Records Study Second Interview
1. YES
2. NO
[RETURN TO S06B.CHECKPOINT2]
Reported category in Interview1 ‐ Have receipt – Long Set
INTRO[1]
Can I please see any receipts or records you have for the {B_DESCRIPTION}?
RCPT_NUM[1] *How many receipts/records are there for the {B_DESCRIPTION}?
_______
MATCH[1]
*Which items do NOT match the receipts/records? Enter all that apply.
1. Description: {B_DESCRIPTION}
2. Combined items: {B_COMBCODE}
3. Total {IF B_WHO=2: fill “rental”} expense {IF B_TAX=1: fill “including”, IF B_TAX=2: fill “not
including”} sales tax: ${B_AMOUNT}
4. Extra charges for installation/delivery: {B_INSTALL}
5. Reference period: {IF WHO=1 or 3, fill: {B_MONTH}, if WHO=2, fill “Since the start of
{B_REF_MONTH}”}
99. ALL MATCH
NDK/NRF
DESCR[1]
[IF S06B.MATCH[1]=1] *Explain the difference in the description of the item reported in
Interview 1.
____________ {ALLOW 300 CHARACTERS}
COMB[1]
[IF S06B.MATCH[1]=2] *What is included in the receipt/record? Enter all that apply.
1. Small elec kitchen appl
2. Elec personal care appl
3. Smoke detectors
4. Elec floor cleaning equip
5. Other household appl
6. Sewing machines
7. Office machines
8. Personal digital assistants or PDAs
9. Computers/sys/hardware
10. Comp software/ including games and accessories
11. Video game hardware, video games or accessories
12. Telephones/acc
13. Telephone answering machines
14. Photographic equip
15. Musical instruments, supplies, and accessories
Section 6 – Household Appliances
35
Records Study Second Interview
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
38.
39.
40.
77.
AMOUNT[1]
Lawnmow mach/yard equip
Power tools
Non‐power tools
Window air conditioners
Portable cool/heat equip
Televisions, all types
DVD Players, VCRs, DVRs, or video cameras
Satellite dishes, receivers, or accessories
Handheld personal music players
Radio, all types
Tape recorder or players
Sound comp/component system
Other sound/video equipment
Portable media
General sports equipment
Health and exercise equipment
Camping equipment
Hunting and fishing equipment
Winter sports equipment
Water sports equipment
Outboard motors
Bicycles
Tricycles/battery powered riders
Playground equipment
Other sports/recreation equip
Misc. combines (unable to specify/DK)
[IF S06B.MATCH[1]=3 & B_WHO=2] *Based on the receipts, what is the total rental expense for
{B_DESCRIPTION} since the start of {B_MONTH}?
[IF S06B.MATCH[1]=3 & B_WHO=(1 OR 3)] *What is the total expense for {B_DESCRIPTION}
shown on the receipt/record?
$______
IF S06B.AMOUNT[1]/B_AMOUNT IS <.9 OR >1.1 THEN S06B.AMOUNT[1]_DIF=1; ELSE S06B.AMOUNT[1]_DIF=2
TAX[1]
[IF S06A.MATCH[1]=3] *Did this include tax?
1. YES
2. NO
EXTRA_EXP[1] [IF S06B.MATCH[1]=4] *What was the expense for any extra charges for installation or delivery
shown on the receipt(s)/record(s)?
$______
Section 6 – Household Appliances
36
Records Study Second Interview
MONTH[1]
[IF S06B.MATCH[1]=5] *What is the month shown on the receipt(s)/record(s)? {IF B_WHO=2, fill
“Enter all that apply.”}
1. {B_LAST_MONTH}
2. {B_TWO_MONTH}
3. {B_REF_MONTH}
4. OTHER
OTH_MONTH[1][IF S06B.MONTH=4 AND ≠ (1, 2, OR 3]*Enter the month and year for the most recent
receipt/record.
__ / __ [GO TO S06B.RCPT_CMNTS[1]]
MIS_RCPT[1] [IF S06B.AMOUNT[1]_DIF=1 ] How likely is it that you are missing any receipts or records for the
{B_DESCRIPTION} {IF B_WHO= (1 or 3): fill: “for {B_MONTH}”} {IF B_WHO=2: fill “since the start
of {B_REF_MONTH}”}? Would you say that you are…
1. Definitely missing receipts
2. Probably missing receipts
3. Probably not missing receipts
4. Definitely not missing receipts
NOMATCH[1] [IF S06B.AMOUNT[1]_DIF=1] Can you tell me a little more about {B_DESCRIPTION}? The {IF
S06B.RCPT_NUM[1]>1: fill “receipts/records show”, IF S06B.RCPT_NUM[1]=1: fill
“receipt/record shows”} a total of ${S06B.AMOUNT[1]} {IF S06B[1].TAX=1: fill “including”, IF
S06B[1].TAX=2: fill “not including”} sales tax {IF B_WHO=1 or 3: fill “for {S06B.MONTH[1]}” {IF
B_WHO=2: fill “since the start of {B_REF_MONTH}”}.
Last week, you reported paying a total of ${B_AMOUNT} {IF B_TAX=1: fill “including”, IF
B_TAX=2: fill “not including”} sales tax {IF B_WHO=1 or 3, fill: “for {B_MONTH}”} {IF B_WHO=2,
fill: “since the start of {B_REF_MONTH}”}.
(There are many possible reasons for the difference. Is it for any of the following reasons? You
may select all that apply.)
{REFER TO SHOWCARD1}
RCPT_RSN[1] [IF S06B.MATCH[1]=3] You said {S06B.NOMATCH[1]}. Can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]*Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO S06B.CHECKPOINT2]
Section 6 – Household Appliances
37
Records Study Second Interview
Reported category in Interview1 ‐ No receipt
NR_HOW[1] Last week you reported a total {IF B_WHO=2: fill “rental”} expense of ${B_AMOUNT} {IF
B_TAX=1: fill “including”, IF B_TAX=2: fill “not including”} sales tax for {B_DESCRIPTION} {IF
B_WHO=1 or 3, fill: “for {B_MONTH}”} {IF B_WHO=2, fill: “since the start of {B_REF_MONTH}”}.
How did you come up with your answer to that question?
___________ {ALLOW 300 CHARACTERS}
NR_RSN[1]
There are many possible reasons why you may not have any receipts or records for this expense.
Was it for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {S06B.NR_RSN}, can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO S06B.CHECKPOINT2]
Section 6X – DID NOT REPORT HOUSEHOLD APPLIANCES, BUT HAS RECORDS
NOT_LISTED_A *Does the respondent have receipts/records for any of the following purchases since the start of
{B_REF_MONTH} even though they did not report them last week? Enter all that apply.
1. Microwave oven
2. Cooking stove, range or oven
3. Range hood
4. Refrigerator or home freezer
5. Built‐in dishwasher
6. Portable dishwasher
7. Garbage disposal
8. Clothes washer
9. Clothes dryer
99. NO, NONE
NDK/NRF
NOT_LISTED_B *Does the respondent have receipts/records for any of the following purchases since the start of
{B_REF_MONTH} even though they did not report them last week? Enter all that apply.
1. Small elec kitchen appl
Section 6 – Household Appliances
38
Records Study Second Interview
2. Elec personal care appl
3. Smoke detectors
4. Elec floor cleaning equip
5. Other household appl
6. Sewing machines
7. Office machines
8. Personal digital assistants or PDAs
9. Computers/sys/hardware
10. Comp software/ including games and accessories
11. Video game hardware, video games or accessories
12. Telephones/acc
13. Telephone answering machines
14. Photographic equip
15. Musical instruments, supplies, and accessories
16. Lawnmow mach/yard equip
17. Power tools
18. Non‐power tools
19. Window air conditioners
20. Portable cool/heat equip
21. Televisions, all types
22. DVD Players, VCRs, DVRs, or video cameras
23. Satellite dishes, receivers, or accessories
24. Handheld personal music players
25. Radio, all types
26. Tape recorder or players
27. Sound comp/component system
28. Other sound/video equipment
29. Portable media
30. General sports equipment
31. Health and exercise equipment
32. Camping equipment
33. Hunting and fishing equipment
34. Winter sports equipment
35. Water sports equipment
36. Outboard motors
37. Bicycles
38. Tricycles/battery powered riders
39. Playground equipment
40. Other sports/recreation equip
78. MISC. COMBINATION (UNABLE TO SPECIFY)
99. NO, NONE
NDK, NRF
CHECKPOINT3
5. For each item, ask NL_DESCRIP[1] to NL_CMNTS[1], then go to Section 8A.
6. IF S06X.NOT_LISTED_A and S06X.NOT_LISTED_B=99, then go to Section 8A.
Section 6 – Household Appliances
39
Records Study Second Interview
NL_DESCRIP[1] *Enter a brief description of the item.
_______________{ALLOW 300 CHARACTERS}
NL_MONTH[1] *For which months are there receipts/records? Enter all that apply.
9. {B_LAST_MONTH}
10. {B_TWO_MONTH}
11. {B_REF_MONTH }
NL_AMNT[1] *What is the amount of the {B_DESCRIPTION} shown on the receipt(s)/record(s)?
$________
NL_HOW[1] Can you tell me a little more about this item? The receipt(s)/record(s) show(s) an expense for
{B_DESCRIPTION} but you did not report this item last week. There are many possible reasons
for this. Is it for any of the following reasons? You may select all that apply.
[SHOWCARD 3]
NL_RSN[1]
You said {NL_HOW[1]}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NL_CMNTS[1] *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO S06X.CHECKPOINT3]
Section 6 – Household Appliances
40
Records Study Second Interview
Section 8A – Purchases of Home Furnishings and Related Household Items
[IF ANY B_Sect08.LList1.TableA.Row[X].Item=1 to 36, GO TO S08A.HOME_FURN; ELSE GO TO S08B.]
HOME_FURN Last week you reported the following expenses. Do you have any receipts or records for these
items? *Enter all that apply.
9. [IF B_Sect08.LList1.TableA.Row[1].Item =1 to 36] {B_PREFILL}: {B_DESCRIPTION}, purchased
for ${B_AMOUNT} in {B_MONTH}
10. [IF B_Sect08.LList1.TableA.Row[2].Item=1 to 36] {B_PREFILL}: {B_DESCRIPTION}, purchased
for ${B_AMOUNT} in {B_MONTH}
11. [IF B_Sect08.LList1.TableA.Row[3].Item=1 to 36] {B_PREFILL}: {B_DESCRIPTION}, purchased
for ${B_AMOUNT} in {B_MONTH}
12. …
99. NO, NONE
NDK/NRF
CHECKPOINT1
• If there are 5 or fewer items in S08A.HOME_FURN with receipts, go to S08A.INTRO[1] for each item
with receipts and S08A.NR_HOW[1] for any items without receipts.
• If there are 6‐9 items in S08A.HOME_FURN with receipts, go to S08A.INTRO[1] for a random 5 items
with receipts; go to SO8A.INTRO[1]_S for the remaining items with receipts; and go to
S08A.NR_HOW[1] for any items without receipts.
• If there are 10 or more items in S08A.HOME_FURN with receipts, go to S08A.INTRO[1] for a random
50% of the items; go to S08A.INTRO[1]_S for the other 50% of items with receipts; and go to
S08A.NR_HOW[1] for any items without receipts.
• When done, go to Section 8Bi.
Reported category in Interview1 ‐ Have receipt – Short Set
INTRO[1]_S
Can I please see any receipts or records you have for the {B_DESCRIPTION}?
MATCH[1]_S *Does the price match the receipts/records?
Total expense {IF B_TAX=1, fill: “including”, IF B_TAX=2, fill: “not including”} sales tax:
${B_AMOUNT}
3. YES
4. NO
AMOUNT[1]_S [IF S08A.MATCH[1]_S=2] *What is the total expense for {B_DESCRIPTION} shown on the
receipt/record?
$______
TAX[1]_S
[IF S08A.AMOUNT[1]_S>0] *Does this include tax?
3. YES
4. NO
Section 8 ‐ Purchases of Home Furnishings
41
Records Study Second Interview
[RETURN TO CHECKPOINT1]
Reported category in Interview1 ‐ Have receipt – Long Set
INTRO[1]
Can I please see any receipts or records you have for the {B_DESCRIPTION}?
RCPT_NUM[1] *How many receipts/records are there for the {B_DESCRIPTION}?
_______
NDK/NRF
MATCH[1]
*Which items do NOT match the {IF S08A.RCPT_NUM[1]>1: fill “receipts/records”, IF
S08A.RCPT_NUM[1]=1: fill “receipt/record”}? Enter all that apply.
8. Description: {B_DESCRIPTION}
9. Combined items: {B_COMBCODE}
10. Total expense {IF B_TAX=1, fill: “including”, IF B_TAX=2, fill: “not including”} sales tax:
${B_AMOUNT}
11. Month of purchase: {B_MONTH}
99. ALL MATCH
NDK/NRF
DESCR[1]
[IF S08A.MATCH[1]=1] *Explain the difference in the description of the item reported in
Interview 1.
____________ {ALLOW 300 CHARACTERS}
COMB[1]
[IF S08A.MATCH[1]=2] *What is included in the {IF S08A.RCPT_NUM[1]>1: fill “receipts/records”,
IF S08A.RCPT_NUM[1]=1: fill “receipt/record”}? Enter all that apply.
17. Sofas
18. Living room chairs
19. Living room tables
20. Wall units, shelves or cabinets
21. Ping‐pong, pool tables or other similar recreation room items
22. Other living room, family or recreation room furniture including desks
23. Living room furniture combinations
24. Dining room or kitchen furniture
25. Mattresses or box springs
26. Bedroom furniture other than mattresses or box springs
27. Infants furniture
28. Infants equipment
29. Patio, porch or outdoor furniture
30. Barbeque grills or outdoor decorative items
31. Office furniture for home use
Section 8 ‐ Purchases of Home Furnishings
42
Records Study Second Interview
32.
33.
34.
35.
36.
37.
38.
39.
40.
41.
42.
43.
44.
45.
46.
47.
48.
49.
50.
51.
52.
77.
AMOUNT[1]
Lamps or other lighting fixtures
Other household decorative items
Closet storage items
Travel items including luggage
Plastic dinnerware
China or other dinnerware
Stainless, silver or other flatware
Glassware
Serving pieces other than silver
Non‐electric cookware
Silver serving pieces
Bedroom linens
Bathroom linens
Kitchen or dining room linens
Other linens
Slipcovers, decorative pillows or cushions
Orig. wall‐to‐wall carpet
Replacement wall‐to‐wall carpet
Room size rugs or other non‐permanent floor coverings, including carpet squares
Curtains or drapes
Blinds, shades or other window coverings
Misc. Combined (unable to specify/DK)
[IF S08A.MATCH[1]=3] *What is the total expense for {B_DESCRIPTION} shown on the {IF
S08A.RCPT_NUM[1]>1: fill “receipts/records”, IF S08A.RCPT_NUM[1]=1: fill “receipt/record”}?
$______
IF S08A.AMOUNT[1]/B_AMOUNT IS <.9 OR >1.1 THEN S08A.AMOUNT[1]_DIF=1; ELSES08A.AMOUNT[1]_DIF=2
TAX[1]
[IF S08A.MATCH[1]=3] *Did this include tax?
1. YES
2. NO
MONTH[1]
[IF S08A.MATCH[1]=4] *For which months are there receipts/records? Enter all that apply.
12. {B_LAST_MONTH}
13. {B_TWO_MONTH}
14. {B_REF_MONTH }
15. OTHER
OTH_MONTH[1][IF S08A.MONTH=4 AND ≠ (1, 2, OR 3]*Enter the month and year for the most recent
receipt/record.
__ / __ [GO TO S08A.RCPT_CMNTS[1]]
Section 8 ‐ Purchases of Home Furnishings
43
Records Study Second Interview
MIS_RCPT[1]
[IF S08A.MATCH[1]=3] How likely is it that you are missing any receipts or records for the
{B_DESCRIPTION} for {B_MONTH]? Would you say that you are…
9.
10.
11.
12.
Definitely missing receipts
Probably missing receipts
Probably not missing receipts
Definitely not missing receipts
NOMATCH[1] [IF S08A.AMOUNT[1]_DIF=1] Can you tell me a little more about {B_DESCRIPTION}? The {IF
S08A.RCPT_NUM[1]>1: fill “receipts/records show”, IF S08A.RCPT_NUM[1]=1: fill
“receipt/record shows”} a total of ${S08A.AMOUNT[1]} {IF S08A.TAX[1]=1: fill “including”, IF
S08A.TAX[1]=2: fill “not including”} sales tax for {S08A.MONTH[1]}.
Last week, you reported paying a total of ${B_AMOUNT} {IF B_TAX=1: fill “including”, IF
B_TAX=2: fill “not including”} sales tax for {B_MONTH}.
(There are many possible reasons for the difference. Is it for any of the following reasons? You
may select all that apply.)
{REFER TO SHOWCARD1}
RCPT_RSN[1] [IF S08A.AMOUNT[1]_DIF=1] You said {S08A.NOMATCH[1]}. Can you tell me a little more about
that?
___________ {ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]*Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO CHECKPOINT1]
Reported category in Interview1 ‐ No receipt
NR_HOW[1] Last week you reported a total expense of ${B_AMOUNT} {IF B_TAX=1: fill “including”, IF
B_TAX=2: fill “not including”} sales tax for {B_DESCRIPTION} in {B_MONTH}. How did you come
up with your answer to that question?
___________ {ALLOW 300 CHARACTERS}
NR_RSN[1]
There are many possible reasons why you may not have any receipts or records for this expense.
Was it for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {S08A.NR_RSN[1]}, can you tell me a little more about that?
Section 8 ‐ Purchases of Home Furnishings
44
Records Study Second Interview
___________ {ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO CHECKPOINT1]
Section 8B – Furniture Rental, Leasing, and Repair
[IF B_Sect08.FurnitureQs.Furnrntl=1 OR B_Sect08.FurnitureQs.Repfurn=1, go to FURN_RLR; ELSE GO TO
S08X.NOT_LISTED]
FURN_RLR
Last week you reported the following expenses. Do you have any receipts or records for these
items? *Enter all that apply.
1. [IF B_Sect08.FurnitureQs.Furnrntl=1] A total amount of ${FRNRNTX} spent since the first of
{B_REF_MONTH} for renting or leasing furniture
2. [IF B_Sect08.FurnitureQs.Repfurn=1] A total amount of ${REPFRNX} spent since the first of
{B_REF_MONTH} for repairing, refinishing, or reupholstering furniture, including the cost of
fabric
99. NO, NONE
NDK/NRF
Section 8Bi – Furniture Rental and Leasing
[IF B_Sect08.FurnitureQs.Furnrntl≠1, GO TO S08Bii.]
[IF S08A.FURN_RLR≠1, GO TO S08Bi.NR_HOW]
Reported category in Interview1 ‐ Have receipt
INTRO
Can I please see any receipts or records you have for renting or leasing furniture since the first
of {B_REF_MONTH}?
RCPT_NUM
*How many receipts/records are there?
_______
MATCH
*Does the expense match the {IF S08Bi.RCPT_NUM=1: fill “receipt/record”} {IF
S08Bi.RCPT_NUM>1: fill “receipts/records”}: total expense of ${B_ FRNRNTX} since the start of
{B_REF_MONTH}?
1. YES
2. NO
FRNRNTX
[IF S08Bi.MATCH=2] *What is the total expense for renting or leasing furniture shown on the {IF
S08Bi.RCPT_NUM=1: fill “receipt/record”} {IF S08Bi.RCPT_NUM>1: fill “receipts/records”}?
Section 8 ‐ Purchases of Home Furnishings
45
Records Study Second Interview
$______
IF S08Bi.FRNRNTX/B_FRNRNTX IS <.9 OR >1.1 THEN S08Bi.FRNRNTX_DIF=1; ELSE S08Bi.FRNRNTX_DIF=2
MIS_RCPT
[IF S08Bi.FRNRNTX_DIF=1] How likely is it that you are missing any receipts or records for
renting or leasing furniture since the first of {B_REF_MONTH}”? Would you say that you are…
5. Definitely missing receipts
6. Probably missing receipts
7. Probably not missing receipts
8. Definitely not missing receipts
NOMATCH
[IF S08Bi.FRNRNTX_DIF=1] Can you tell me a little more about the furniture you rented or leased
since the first of {B_REF_MONTH}? The {IF S08Bi.RCPT_NUM>1: fill “receipts/records show”}{IF
S08Bi.RCPT_NUM=1: fill “receipt/record shows”} a total of ${S08Bi.FRNRNTX} since the first of
{B_REF_MONTH}.
Last week, you reported paying a total of ${B_FRNRNTX} since the first of {B_REF_MONTH}.
(There are many possible reasons for the difference. Is it for any of the following reasons? You
may select all that apply.)
{REFER TO SHOWCARD1}
RCPT_RSN
[IF S08Bi.FRNRNTX_DIF=1] You said {S08Bi.NOMATCH}. Can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
RCPT_CMNTS *Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[GO TO SECTION 8Bii]
Reported category in Interview1 ‐ No receipt
NR_HOW
Last week you reported paying a total of ${B_FRNRNTX} for renting or leasing furniture since the
first of {B_REF_MONTH}. How did you come up with your answer to that question?
___________ {ALLOW 300 CHARACTERS}
NR_RSN
There are many possible reasons why you may not have any receipts or records for this expense.
Was it for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT You said {S08Bi.NR_RSN}, can you tell me a little more about that?
Section 8 ‐ Purchases of Home Furnishings
46
Records Study Second Interview
___________ {ALLOW 300 CHARACTERS}
NR_CMNTS
*Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
Section 8Bii – Furniture Repair
[IF B_Sect08.FurnitureQs.Furnrntl≠2, GO TO S08X.]
[IF S08A.FURN_RLR≠2, GO TO S08Bii.NR_HOW]
Reported category in Interview1 ‐ Have receipt
INTRO
Can I please see any receipts or records you have for repairing, refinishing, or reupholstering
furniture, including the cost of fabric, since the first of {B_REF_MONTH}?
RCPT_NUM
*How many receipts/records are there?
_______
REPFRNX
*What is the total expense for repairing, refinishing, or reupholstering furniture, including the
cost of fabric, shown on the {IF S08Bii.RCPT_NUM=1: fill “receipt/record”} {IF S08
Bii.RCPT_NUM>1: fill “receipts/records”}?
$______
IF S08Bii.REPFRNX/B_REPFRNX IS <.9 OR >1.1 THEN S08Bii.REPFRNX_DIF=1; ELSE S08Bii.REPFRNX_DIF=2
MIS_RCPT
[IF S08Bii.REPFRNX_DIF=1] How likely is it that you are missing any receipts or records for
repairing, refinishing, or reupholstering furniture, including the cost of fabric, since the first of
{B_REF_MONTH}”? Would you say that you are…
1. Definitely missing receipts
2. Probably missing receipts
3. Probably not missing receipts
4. Definitely not missing receipts
NOMATCH
[[IF S08Bii.REPFRNX_DIF=1] Can you tell me a little more about repairing, refinishing, or
reupholstering furniture since the first of {B_REF_MONTH}? The {IF S08Bii.RCPT_NUM>1: fill
“receipts/records show”}{IF S08Bi.RCPT_NUM=1: fill “receipt/record shows”} a total of
${S08Bii.REPFRNX}.
Last week, you reported paying a total of ${B_REPFRNX} since
the first of {B_REF_MONTH}.
(There are many possible reasons for the difference. Is it for any of the following reasons? You
may select all that apply.)
Section 8 ‐ Purchases of Home Furnishings
47
Records Study Second Interview
RCPT_RSN
that?
{REFER TO SHOWCARD1}
[IF S08Bii.REPFRNX_DIF=1] You said {S08Bii.NOMATCH}. Can you tell me a little more about
___________ {ALLOW 300 CHARACTERS}
RCPT_CMNTS *Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[GO TO SECTION 8BX]
Reported category in Interview1 ‐ No receipt
NR_HOW
Last week you reported paying a total of ${B_REPFRNX} for repairing, refinishing, or
reupholstering furniture, including the cost of fabric, since the first of {B_REF_MONTH}. How did
you come up with your answer to that question?
___________ {ALLOW 300 CHARACTERS}
NR_RSN
There are many possible reasons why you may not have any receipts or records for this expense.
Was it for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT You said {S08Bii.NR_RSN}, can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
NR_CMNTS
*Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
Section 8X – DID NOT REPORT FURNISHINGS, BUT HAS RECORDS
NOT_LISTED_A *Does the respondent have receipts/records for any of the following even though they did not
report them last week? Enter all that apply.
1. Sofas
2. Living room chairs
3. Living room tables
4. Wall units, shelves or cabinets
5. Ping‐pong, pool tables or other similar recreation room items
6. Other living room, family or recreation room furniture including desks
7. Living room furniture combinations
8. Dining room or kitchen furniture
Section 8 ‐ Purchases of Home Furnishings
48
Records Study Second Interview
9. Mattresses or box springs
10. Bedroom furniture other than mattresses or box springs
11. Infants furniture
12. Infants equipment
13. Patio, porch or outdoor furniture
14. Barbeque grills or outdoor decorative items
15. Office furniture for home use
16. Lamps or other lighting fixtures
17. Other household decorative items
18. Closet storage items
19. Travel items including luggage
20. Plastic dinnerware
21. China or other dinnerware
22. Stainless, silver or other flatware
23. Glassware
24. Serving pieces other than silver
25. Non‐electric cookware
26. Silver serving pieces
27. Bedroom linens
28. Bathroom linens
29. Kitchen or dining room linens
30. Other linens
31. Slipcovers, decorative pillows or cushions
32. Orig. wall‐to‐wall carpet
33. Replacement wall‐to‐wall carpet
34. Room size rugs or other non‐permanent floor coverings, including carpet squares
35. Curtains or drapes
36. Blinds, shades or other window coverings
99. NO, NONE
NDK/NRF
NOT_LISTED_B *Does the respondent have receipts/records for any of the following even though they did not
report them last week? Enter all that apply.
1. Renting or leasing furniture
2. Repairing, refinishing, or reupholstering furniture, including the cost of fabric
99. NO, NONE
NDK/NRF
CHECKPOINT2
7. If S08X.NOT_LISTED_A and S08X.NOT_LISTED_B=99, then go to Section 9A.
8. Else ask [NL_DESCRIP[1] to NL_CMNTS[1]] for each item, then go to Section 9A after last item.
NL_DESCRIP[1] *Enter a brief description of the item.
_______________{ALLOW 300 CHARACTERS}
Section 8 ‐ Purchases of Home Furnishings
49
Records Study Second Interview
NL_MONTH[1] *For which months are there receipts/records? Enter all that apply.
4. {B_LAST_MONTH}
5. {B_TWO_MONTH}
6. {B_REF_MONTH}
NL_AMNT[1] *What is the [FOR S08X.NOT_LISTED_A, fill: “amount of the {S08X.NOT_LISTED_A}; FOR
S08X.NOT_LISTED_B, fill: “expense for {S08X.NOT_LISTED_A} since the start of B_REF_MONTH}”
shown on the receipt(s)/record(s)?
$________
NL_HOW[1] Can you tell me a little more about this item? The receipt(s)/record(s) show(s) an expense for
{S08X.NOT_LISTED_A / S08X.NOT_LISTED_B} but you did not report this item last week. There
are many possible reasons for this. Is it for any of the following reasons? You may select all that
apply.
[SHOWCARD 3]
NL_RSN[1]
You said {NL_HOW[1]}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NL_CMNTS[1] *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO S08Bii.CHECKPOINT2]
Section 8 ‐ Purchases of Home Furnishings
50
Records Study Second Interview
Section 9A – Clothing
[IF ANY B_B_Sect09.TableA.Row[X].Item=1 to 17, GO TO S09A.CLOTHING; ELSE GO TO S09B.]
CLOTHING
Last week you reported the following expenses. Do you have any receipts or records for these
items? *Enter all that apply.
13. [IF B_Sect09.TableA.Row[1].Item = 1 to 17] {B_PREFILL}: {B_HOWMANY} {B_DESCRIPTION}
for {B_NAME} for ${B_AMOUNT} in {B_MONTH}]
14. [IF B_Sect09.TableA.Row[2].Item = 1 to 17] {B_PREFILL}: {B_HOWMANY} {B_DESCRIPTION}
for {B_NAME} for ${B_AMOUNT} in {B_MONTH}]
15. [IF B_Sect09.TableA.Row[3].Item = 1 to 17] {B_PREFILL}: {B_HOWMANY} {B_DESCRIPTION}
for {B_NAME} for ${B_AMOUNT} in {B_MONTH}]
16. …
99. NO, NONE
NDK/NRF
CHECKPOINT1
• If there are 5 or fewer items in S09A.CLOTHING with receipts, go to S09A.INTRO[1] for each item with
receipts and S09A.NR_HOW[1] for any items without receipts.
• If there are 6‐9 items in S09A.CLOTHING with receipts, go to S09A.INTRO[1] for a random 5 items with
receipts; go to S09A.INTRO[1]_S for the remaining items with receipts; and go to S09A.NR_HOW[1] for
any items without receipts.
• If there are 10 or more items in S09A.CLOTHING with receipts, go to S09A.INTRO[1] for a random 50%
of the items with receipts; go to S09A.INTRO[1]_S for the other 50% of items with receipts; and go to
S09A.NR_HOW[1] for any items without receipts.
• When done, go to Section 9B.
Reported category in Interview1 ‐ Have receipt – Short Set
INTRO[1]_S
Can I please see any receipts or records you have for {B_DESCRIPTION}?
MATCH[1]_S *Does the price match the receipts/records?
Total expense {IF B_TAX=1, fill: “including”, IF B_TAX=2, fill: “not including”} sales tax:
${B_AMOUNT}.
5. YES
6. NO
AMOUNT[1]_S [IF S09A.MATCH[1]_S=2] *What is the total expense for {B_DESCRIPTION} shown on the
receipt/record?
$______
TAX[1]_S
[IF S09A.MATCH[1]_S=2] *Did this include tax?
5. YES
Section 9 ‐ Clothing
51
Records Study Second Interview
6. NO
[RETURN TO S09A.CHECKPOINT1]
Reported category in Interview1 ‐ Have receipt – Long Set
INTRO[1]
Can I please see any receipts or records you have for {B_DESCRIPTION}?
RCPT_NUM[1] *How many receipts/records are there for {B_DESCRIPTION}?
_______
ITEMS[1]
*Is/are {B_DESCRIPTION} the only item(s) on the receipt(s)?
1. YES
2. NO
TYPE[1]
*What type of record does the respondent have?
9. Price tag
10. Point of purchase receipt (paper/hardcopy)
11. Electronic receipt (e.g. purchase confirmation)
12. Credit card bill
13. Bank records – not including credit card bill (e.g. account summary)
14. Check book
15. Email record
16. Self‐created record (e.g. handwritten list, typed spreadsheet)
17. Other (please specify): ___________________________
MATCH[1]
*Which items do NOT match the receipt(s)/record(s)? Enter all that apply.
12. Description: {B_DESCRIPTION}
13. Combined items: {B_COMBCODE}
14. Total expense {IF B_TAX=1, fill: “including”, IF B_TAX=2, fill: “not including”} sales tax:
${B_AMOUNT}
15. Month or purchase: {B_MONTH}
99. ALL MATCH
NDK/NRF
DESCR[1]
[IF S09A.MATCH[1]=1] *Explain the difference in the description of the item reported in
Interview 1.
____________ {ALLOW 300 CHARACTERS}
COMB[1]
[IF S09A.MATCH[1]=2] *What is included in the receipt/record? Enter all that apply.
53. Coats, jackets or furs
Section 9 ‐ Clothing
52
Records Study Second Interview
54.
55.
56.
57.
58.
59.
60.
61.
62.
63.
64.
65.
66.
67.
68.
69.
78.
Sport coats or tailored jackets
Suits
Vests
Sweaters or swewater sets
Pants, jeans, or shorts
Dresses
Skirts
Shirts, blouses or tops
Undergarments
Hosiery
Nightwear or loungewear
Accessories
Swimsuits or warm‐up or ski suits
Uniforms, for which the cost is not reimbursed
Costumes
Footwear
MISC. COMBINED (UNABLE TO SPECIFY)
AMOUNT[1]
[IF S09A.MATCH[1]=3] *What is the total expense for {B_DESCRIPTION} shown on the
receipt(s)/record(s)?
$______
IF S09A.AMOUNT[1]/B_AMOUNT IS <.9 OR >1.1 THEN S09A.AMOUNT[1]_DIF=1; ELSE S09A.AMOUNT[1]_DIF=2
TAX[1]
[IF S09A.MATCH[1]=3] *Did this include tax?
3. YES
4. NO
MONTH[1]
[IF S09A.MATCH[1]=4] *What is the month shown on the receipt(s)/record(s)? {IF
RCPT_NUM[1]>1, fill “Enter all that apply.”}
9. {B_LAST_MONTH}
10. {B_TWO_MONTH}
11. {B_REF_MONTH}
12. OTHER
OTH_MONTH[1][IF S09A.MONTH=4 AND ≠ (1, 2, OR 3]*Enter the month and year for the most recent
receipt/record.
__ / __ [GO TO S09A.RCPT_CMNTS[1]]
MIS_RCPT[1] [IF S09B.AMOUNT[1]_DIF=1] How likely is it that you are missing any receipts or records for
{B_DESCRIPTION}? Would you say that you are…
13. Definitely missing receipts
Section 9 ‐ Clothing
53
Records Study Second Interview
14. Probably missing receipts
15. Probably not missing receipts
16. Definitely not missing receipts
NOMATCH[1] [IF S09A.AMOUNT[1]_DIF=1] Can you tell me a little more about {B_DESCRIPTION}? The {IF
S09A.RCPT_NUM[1]>1: fill “receipts/records show”, IF S09A.RCPT_NUM[1]=1: fill
“receipt/record shows”} a total of ${S09A.AMOUNT[1]} {IF S09A.TAX[1]=1: fill “including”, IF
S09A.TAX[1]=2: fill “not including”} sales tax in {S09A.MONTH[1]}.
Last week, you reported paying a total of ${B_AMOUNT} {IF B_TAX=1: fill “including”, IF
B_TAX=2: fill “not including”} sales tax in {B_MONTH}.
(There are many possible reasons for the difference. Is it for any of the following reasons? You
may select all that apply.)
{REFER TO SHOWCARD1}
RCPT_RSN[1] [IF S09A.AMOUNT[1]_DIF=1] You said {S09A.NOMATCH[1]}. Can you tell me a little more about
that?
___________ {ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]*Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
DIFFICULTY[1] *How easy or difficult was it to identify the individual clothing item(s) on the
receipt(s)/record(s)?
1. Very easy
2. Easy
3. Somewhat easy
4. Neither easy nor difficult
5. Somewhat difficult
6. Difficult
7. Very difficult
[RETURN TO S09A.CHECKPOINT1]
Reported category in Interview1 ‐ No receipt
NR_HOW[1] Last week you reported a total cost of ${B_AMOUNT} {IF B_TAX=1: fill “including”, IF B_TAX=2:
fill “not including”} sales tax for {B_DESCRIPTION} in {B_MONTH}”}. How did you come up with
your answer to that question?
___________ {ALLOW 300 CHARACTERS}
Section 9 ‐ Clothing
54
Records Study Second Interview
NR_RSN[1]
There are many possible reasons why you may not have any receipts or records for this expense.
Was it for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {S09A.NR_RSN[1]}, can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO S09A.CHECKPOINT1]
Section 9B – Infants’ Clothing, Watches, Jewelry, and Hairpieces
[IF ANY B_Sect09.TableB.Row[X].Item=1 to 9, GO TO S09B.INFANTS; ELSE GO TO S09C.]
INFANTS
Last week you reported the following expenses for infants’ clothing, watches, jewelry, and
hairpieces. Do you have any receipts or records for these items? *Enter all that apply.
5. [IF B_Sect09.TableB.Row[1].Item = 1 to 9] {B_PREFILL}: {B_HOWMANY} {B_DESCRIPTION}
for {B_NAME} for ${B_AMOUNT} in {B_MONTH}]
6. [IF B_Sect09.TableB.Row[2].Item = 1 to 9] {B_PREFILL}: {B_HOWMANY} {B_DESCRIPTION}
for {B_NAME} for ${B_AMOUNT} in {B_MONTH}]
7. [IF B_Sect09.TableB.Row[3].Item = 1 to 9] {B_PREFILL}: {B_HOWMANY} {B_DESCRIPTION}
for {B_NAME} for ${B_AMOUNT} in {B_MONTH}]
8. …
99. NO, NONE
NDK/NRF
CHECKPOINT2
• If there are 5 or fewer items in S09B.INFANTS with receipts, go to S09B.INTRO[1] for each item with
receipts and S09B.NR_HOW[1] for any items without receipts.
• If there are 6‐9 items in S09B.INFANTS with receipts, go to S09B.INTRO[1] for a random 5 items with
receipts; go to S09B.INTRO[1]_S for the remaining items with receipts; and go to S09B.NR_HOW[1] for
any items without receipts.
• If there are 10 or more items in S09B.INFANTS with receipts, go to S09B.INTRO[1] for a random 50% of
the items with receipts; go to S09B.INTRO[1]_S for the other 50% of items with receipts; and go to
S09B.NR_HOW[1] for any items without receipts.
• When done, go to Section 9C.
Reported category in Interview1 ‐ Have receipt – Short Set
INTRO[1]_S
Can I please see any receipts or records you have for {B_DESCRIPTION}?
Section 9 ‐ Clothing
55
Records Study Second Interview
MATCH[1]_S
*Does the price match the receipts/records?
Total expense {IF B_TAX=1, fill: “including”, IF B_TAX=2, fill: “not including”} sales tax:
${B_AMOUNT}.
1. YES
2. NO
AMOUNT[1]_S [IF S09B.MATCH[1]_S=2] *What is the total expense for {B_DESCRIPTION} shown on the
receipt/record?
$______
TAX[1]_S
[IF S09B.MATCH[1]_S=2] *Did this include tax?
1. YES
2. NO
[RETURN TO S09B.CHECKPOINT2]
Reported category in Interview1 ‐ Have receipt – Long Set
INTRO[1]
Can I please see any receipts or records you have for {B_DESCRIPTION}?
RCPT_NUM[1] *How many receipts/records are there for {B_DESCRIPTION}?
_______
ITEMS[1]
*Is/are {B_DESCRIPTION} the only item(s) on the receipt(s)?
1. YES
2. NO
TYPE[1]
*What type of record does the respondent have?
1. Price tag
2. Point of purchase receipt (paper/hardcopy)
3. Electronic receipt (e.g. purchase confirmation)
4. Credit card bill
5. Bank records – not including credit card bill (e.g. account summary)
6. Check book
7. Email record
8. Self‐created record (e.g. handwritten list, typed spreadsheet)
9. OTHER (SPECIFY): ___________________________
MATCH[1]
*Which items do NOT match the receipt(s)/record(s)? Enter all that apply.
Section 9 ‐ Clothing
56
Records Study Second Interview
1. Description: {B_DESCRIPTION}
2. [IF B_Sect09.TableB.Row[1].Item = 1 to 6] Combined items: {B_COMBCODE}
3. Total expense {IF B_TAX=1, fill: “including”, IF B_TAX=2, fill: “not including”} sales tax:
${B_AMOUNT}
4. Month or purchase: {MONTH}
99. ALL MATCH
NDK/NRF
DESCR[1]
COMB[1]
[IF S09B.MATCH[1]=1] *Explain the difference in the description of the item reported in
Interview 1.
____________ {ALLOW 300 CHARACTERS}
[IF S09B.MATCH[1]=2] *What is included in the receipt/record? Enter all that apply.
1. Coats, jackets or snowsuits
2. Dresses or other outerwear
3. Underwear or diapers
4. Sleeping garments
5. Layettes
6. Accessories
77. MISC. COMBINED
AMOUNT[1]
[IF S09B.MATCH[1]=3] *What is the total expense for {B_DESCRIPTION} shown on the
receipt(s)/record(s)?
$______
IF S09B.AMOUNT[1]/B_AMOUNT IS <.9 OR >1.1 THEN S09B.AMOUNT[1]_DIF=1; ELSE S09B.AMOUNT[1]_DIF=2
TAX[1]
[IF S09B.AMOUNT[1]_DIF=1] *Did this include tax?
1. YES
2. NO
MONTH[1]
[IF S09B.MATCH[1]=4] *What is the month shown on the receipt(s)/record(s)? {IF
RCPT_NUM[1]>1, fill “Enter all that apply.”}
1. {B_LAST_MONTH}
2. {B_TWO_MONTH}
3. {B_REF_MONTH}
4. OTHER
OTH_MONTH[1][IF S09B.MONTH=4 AND ≠ (1, 2, OR 3]*Enter the month and year for the most recent
receipt/record.
__ / __ [GO TO S09B.RCPT_CMNTS[1]]
Section 9 ‐ Clothing
57
Records Study Second Interview
MIS_RCPT[1]
[IF S09B.AMOUNT[1]_DIF=1] How likely is it that you are missing any receipts or records for
{B_DESCRIPTION}? Would you say that you are…
1.
2.
3.
4.
Definitely missing receipts
Probably missing receipts
Probably not missing receipts
Definitely not missing receipts
NOMATCH[1] [IF S09B.AMOUNT[1]_DIF=1] Can you tell me a little more about {B_DESCRIPTION}? The {IF
S09B.RCPT_NUM[1]>1: fill “receipts/records show”, IF S09B.RCPT_NUM[1]=1: fill
“receipt/record shows”} a total of ${S09B.AMOUNT[1]} {IF S09B.TAX[1]=1: fill “including”, IF
S09B.TAX[1]=2: fill “not including”} sales tax in {S09B.MONTH[1]}.
Last week, you reported paying a total of ${B_AMOUNT} {IF B_TAX=1: fill “including”, IF
B_TAX=2: fill “not including”} sales tax in {B_MONTH}.
There are many possible reasons for the difference. Is it for any of the following reasons? You
may select all that apply.
{REFER TO SHOWCARD1}
RCPT_RSN[1] [IF S09B.MATCH[1]=3] You said {S09B.NOMATCH[1]}. Can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]*Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
DIFFICULTY[1] *How easy or difficult was it to identify the individual item(s) on the receipt(s)/record(s)?
1. Very easy
2. Easy
3. Somewhat easy
4. Neither easy nor difficult
5. Somewhat difficult
6. Difficult
7. Very difficult
[RETURN TO S09B.CHECKPOINT2]
Reported category in Interview1 ‐ No receipt
Section 9 ‐ Clothing
58
Records Study Second Interview
NR_HOW[1]
Last week you reported a total cost of ${B_AMOUNT} {IF B_TAX=1: fill “including”, IF B_TAX=2:
fill “not including”} sales tax for {B_DESCRIPTION} in {B_MONTH}”}. How did you come up with
your answer to that question?
___________ {ALLOW 300 CHARACTERS}
NR_RSN[1]
There are many possible reasons why you may not have any receipts or records for this expense.
Was it for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {S09B.NR_RSN[1]}, can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO S09B.CHECKPOINT2]
Section 9C – Clothing Services
[IF ANY B_Sect09.TableC.Row[X].Item=1 to 5, GO TO S09C.CLOTHSERV; ELSE GO TO S09D.]
CLOTHSERV
Last week you reported the following expenses for clothing, watches, jewelry, and hairpieces.
Do you have any receipts or records for these items? *Enter all that apply.
1. [IF B_Sect09.TableC.Row[1].Item = 1 to 5] {B_PREFILL}: {B_HOWMANY} {B_DESCRIPTION}
for {B_NAME} for ${B_AMOUNT} in {B_MONTH}]
2. [IF B_Sect09.TableC.Row[2].Item = 1 to 5] {B_PREFILL}: {B_HOWMANY} {B_DESCRIPTION}
for {B_NAME} for ${B_AMOUNT} in {B_MONTH}]
3. [IF B_Sect09.TableC.Row[3].Item = 1 to 5] {B_PREFILL}: {B_HOWMANY} {B_DESCRIPTION}
for {B_NAME} for ${B_AMOUNT} in {B_MONTH}]
4. …
99. NO, NONE
NDK/NRF
CHECKPOINT3
• If there are 5 or fewer items in S09C.CLOTHSERV with receipts, go to S09C.INTRO[1] for each item with
receipts and S09C.NR_HOW[1] for any items without receipts.
• If there are 6‐9 items in S09C.CLOTHSERV with receipts, go to S09C.INTRO[1] for a random 5 items with
receipts; go to S09C.INTRO[1]_S for the remaining items with receipts; and go to S09C.NR_HOW[1] for
any items without receipts.
• If there are 10 or more items in S09C.CLOTHSERV with receipts, go to S09C.INTRO[1] for a random 50%
of the items with receipts; go to S09C.INTRO[1]_S for the other 50% of items with receipts; and go to
S09C.NR_HOW[1] for any items without receipts.
• When done, go to Section 9D.
Section 9 ‐ Clothing
59
Records Study Second Interview
Reported category in Interview1 ‐ Have receipt – Short Set
INTRO[1]_S
Can I please see any receipts or records you have for {B_DESCRIPTION}?
MATCH[1]_S *Does the price match the receipts/records?
Total expense {IF B_TAX=1, fill: “including”, IF B_TAX=2, fill: “not including”} sales tax:
${B_AMOUNT}.
1. YES
2. NO
AMOUNT[1]_S [IF S09C.MATCH[1]_S=2] *What is the total expense for {B_DESCRIPTION} shown on the
receipt/record?
$______
TAX[1]_S
[IF S09C.MATCH[1]_S=2] *Did this include tax?
1. YES
2. NO
[RETURN TO S09C.CHECKPOINT3]
Reported category in Interview1 ‐ Have receipt – Long Set
INTRO[1]
Can I please see any receipts or records you have for {B_DESCRIPTION}?
RCPT_NUM[1] *How many receipts/records are there for {B_DESCRIPTION}?
_______
ITEMS[1]
*Is/are {B_DESCRIPTION} the only item(s) on the receipt(s)?
1. YES
2. NO
TYPE[1]
*What type of record does the respondent have?
1. Price tag
2. Point of purchase receipt (paper/hardcopy)
3. Electronic receipt (e.g. purchase confirmation)
4. Credit card bill
5. Bank records – not including credit card bill (e.g. account summary)
6. Check book
7. Email record
Section 9 ‐ Clothing
60
Records Study Second Interview
8. Self‐created record (e.g. handwritten list, typed spreadsheet)
9. OTHER (SPECIFY): ___________________________
MATCH[1]
DESCR[1]
COMB[1]
*Which items do NOT match the receipt(s)/record(s)? Enter all that apply.
1. Description: {B_DESCRIPTION}
2. Combined items: {B_COMBCODE}
3. Total expense {IF B_TAX=1, fill: “including”, IF B_TAX=2, fill: “not including”} sales tax:
${B_AMOUNT}
4. Month or purchase: {MONTH}
99. ALL MATCH
NDK/NRF
[IF S09C.MATCH[1]=1] *Explain the difference in the description of the item reported in
Interview 1.
____________ {ALLOW 300 CHARACTERS}
[IF S09C.MATCH[1]=2] *What is included in the receipt/record? Enter all that apply.
1. Repair, alteration or tailoring for clothing and accessories
2. Shoe repair or other shoe services
3. Watch or jewelry repair
4. Clothing rental
5. Clothing storage outside the home
77. MISC. COMBINED (UNABLE TO SPECIFY)
AMOUNT[1]
[IF S09C.MATCH[1]=3] *What is the total expense for {B_DESCRIPTION} shown on the
receipt(s)/record(s)?
$______
IF S09C.AMOUNT[1]/B_AMOUNT IS <.9 OR >1.1 THEN S09C.AMOUNT[1]_DIF=1; ELSE S09C.AMOUNT[1]_DIF=2
TAX[1]
[IF S09C.AMOUNT[1]_DIF=1] *Did this include tax?
1. YES
2. NO
MONTH[1]
[IF S09C.MATCH[1]=4] *What is the month shown on the receipt(s)/record(s)? {IF
RCPT_NUM[1]>1, fill “Enter all that apply.”}
1. {B_LAST_MONTH}
2. {B_TWO_MONTH}
3. {B_REF_MONTH}
4. OTHER
Section 9 ‐ Clothing
61
Records Study Second Interview
OTH_MONTH[1][IF S09C.MONTH=4 AND ≠ (1, 2, OR 3]*Enter the month and year for the most recent
receipt/record.
__ / __ [GO TO S09C.RCPT_CMNTS[1]]
MIS_RCPT[1] [IF S09C.AMOUNT[1]_DIF=1] How likely is it that you are missing any receipts or records for
{B_DESCRIPTION}? Would you say that you are…
1. Definitely missing receipts
2. Probably missing receipts
3. Probably not missing receipts
4. Definitely not missing receipts
NOMATCH[1] [IF S09C.AMOUNT[1]_DIF=1] Can you tell me a little more about {B_DESCRIPTION}? The {IF
S09C.RCPT_NUM[1]>1: fill “receipts/records show”, IF S09C.RCPT_NUM[1]=1: fill
“receipt/record shows”} a total of ${S09C.AMOUNT[1]} {IF S09C.TAX[1]=1: fill “including”, IF
S09C.TAX[1]=2: fill “not including”} sales tax in {S09C.MONTH[1]}.
Last week, you reported paying a total of ${B_AMOUNT} {IF B_TAX=1: fill “including”, IF
B_TAX=2: fill “not including”} sales tax in {B_MONTH}.
(There are many possible reasons for the difference. Is it for any of the following reasons? You
may select all that apply.)
{REFER TO SHOWCARD1}
RCPT_RSN[1] [IF S09C.MATCH[1]=3] You said {S09C.NOMATCH[1]}. Can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]*Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO S09C.CHECKPOINT3]
Reported category in Interview1 ‐ No receipt
NR_HOW[1] Last week you reported a total cost of ${B_AMOUNT} {IF B_TAX=1: fill “including”, IF B_TAX=2:
fill “not including”} sales tax for {B_DESCRIPTION} in {B_MONTH}”}. How did you come up with
your answer to that question?
___________ {ALLOW 300 CHARACTERS}
NR_RSN[1]
There are many possible reasons why you may not have any receipts or records for this expense.
Was it for any of the following reasons? You may select all that apply
Section 9 ‐ Clothing
62
Records Study Second Interview
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {S09C.NR_RSN[1]}, can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO S09C.CHECKPOINT3]
Section 9D – Sewing Materials
[IF ANY B_B_Sect09.TableD.Row[X].Item=1 to 4, GO TO S09D.SEWMAT; ELSE GO TO S14.]
SEWMAT
Last week you reported the following expenses for sewing materials. Do you have any receipts
or records for these items? *Enter all that apply.
1. [IF B_Sect09.TableD.Row[1].Item=1 to 4] {B_PREFILL}: {B_DESCRIPTION} for {B_NAME} for
${B_AMOUNT} in {B_MONTH}]
2. [IF B_Sect09.TableD.Row[2].Item=1 to 4] {B_PREFILL}: {B_DESCRIPTION} for {B_NAME} for
${B_AMOUNT} in {B_MONTH}]
3. [IF B_Sect09.TableD.Row[3].Item=1 to 4] {B_PREFILL}: {B_DESCRIPTION} for {B_NAME} for
${B_AMOUNT} in {B_MONTH}]
4. …
99. NO, NONE
NDK/NRF
CHECKPOINT4
• If there are 5 or fewer items in S09D.SEWMAT with receipts, go to S09D.INTRO[1] for each item with
receipts and S09D.NR_HOW[1] for any items without receipts.
• If there are 6‐9 items in S09D.SEWMAT with receipts, go to S09D.INTRO[1] for a random 5 items with
receipts; go to S09D.INTRO[1]_S for the remaining items with receipts; and go to S09D.NR_HOW[1] for
any items without receipts.
• If there are 10 or more items in S09D.SEWMAT with receipts, go to S09D.INTRO[1] for a random 50%
of the items with receipts; go to S09D.INTRO[1]_S for the other 50% of items with receipts; and go to
S09D.NR_HOW[1] for any items without receipts.
• When done, go to Section 9X.
Reported category in Interview1 ‐ Have receipt – Short Set
INTRO[1]_S
Can I please see any receipts or records you have for {B_DESCRIPTION}?
MATCH[1]_S *Does the price match the receipts/records?
Total expense {IF B_TAX=1, fill: “including”, IF B_TAX=2, fill: “not including”} sales tax:
${B_AMOUNT}.
Section 9 ‐ Clothing
63
Records Study Second Interview
1. YES
2. NO
AMOUNT[1]_S [IF S09D.MATCH[1]_S=2] *What is the total expense for {B_DESCRIPTION} shown on the
receipt/record?
$______
TAX[1]_S
[IF S09D.MATCH[1]_S=2] *Did this include tax?
1. YES
2. NO
[RETURN TO S09d.CHECKPOINT4]
Reported category in Interview1 ‐ Have receipt – Long Set
INTRO[1]
Can I please see any receipts or records you have for {B_DESCRIPTION}?
RCPT_NUM[1] *How many receipts/records are there for {B_DESCRIPTION}?
_______
ITEMS[1]
*Is/are {B_DESCRIPTION} the only item(s) on the receipt(s)?
1. YES
2. NO
TYPE[1]
*What type of record does the respondent have?
1. Price tag
2. Point of purchase receipt (paper/hardcopy)
3. Electronic receipt (e.g. purchase confirmation)
4. Credit card bill
5. Bank records – not including credit card bill (e.g. account summary)
6. Check book
7. Email record
8. Self‐created record (e.g. handwritten list, typed spreadsheet)
9. OTHER (SPECIFY): ___________________________
MATCH[1]
*Which items do NOT match the receipt(s)/record(s)? Enter all that apply.
1. Description: {B_DESCRIPTION}
2. Combined items: {B_COMBCODE}
3. Total expense {IF B_TAX=1, fill: “including”, IF B_TAX=2, fill: “not including”} sales tax:
${B_AMOUNT}
Section 9 ‐ Clothing
64
Records Study Second Interview
4. Month or purchase: {MONTH}
99. ALL MATCH
NDK/NRF
DESCR[1]
COMB[1]
[IF S09D.MATCH[1]=1] *Explain the difference in the description of the item reported in
Interview 1.
____________ {ALLOW 300 CHARACTERS}
[IF S09D.MATCH[1]=2] *What is included in the receipt/record? Enter all that apply.
1. Repair, alteration or tailoring for clothing and accessories
2. Shoe repair or other shoe services
3. Watch or jewelry repair
4. Clothing rental
5. Clothing storage outside the home
77. MISC. COMBINED (UNABLE TO SPECIFY)
AMOUNT[1]
[IF S09D.MATCH[1]=3] *What is the total expense for {B_DESCRIPTION} shown on the
receipt(s)/record(s)?
$______
IF S09D.AMOUNT[1]/B_AMOUNT IS <.9 OR >1.1 THEN S09D.AMOUNT[1]_DIF=1; ELSE S09D.AMOUNT[1]_DIF=2
TAX[1]
[IF S09D.AMOUNT[1]_DIF=1] *Did this include tax?
1. YES
2. NO
MONTH[1]
[IF S09D.MATCH[1]=4] *What is the month shown on the receipt(s)/record(s)? IF
RCPT_NUM[1]>1, fill “Enter all that apply.”}
1. {B_LAST_MONTH}
2. {B_TWO_MONTH}
3. {B_REF_MONTH}
4. OTHER
OTH_MONTH[1][IF S09D.MONTH=4 AND ≠ (1, 2, OR 3]*Enter the month and year for the most recent
receipt/record.
__ / __ [GO TO S09D.RCPT_CMNTS[1]]
MIS_RCPT[1] [IF S09B.AMOUNT[1]_DIF=1] How likely is it that you are missing any receipts or records for
{B_DESCRIPTION}? Would you say that you are…
1. Definitely missing receipts
Section 9 ‐ Clothing
65
Records Study Second Interview
2. Probably missing receipts
3. Probably not missing receipts
4. Definitely not missing receipts
NOMATCH[1] [IF S09D.AMOUNT[1]_DIF=1] Can you tell me a little more about {B_DESCRIPTION}? The {IF
S09D.RCPT_NUM[1]>1: fill “receipts/records show”, IF S09D.RCPT_NUM[1]=1: fill
“receipt/record shows”} a total of ${S09D.AMOUNT[1]} {IF S09D.TAX[1]=1: fill “including”, IF
S09D.TAX[1]=2: fill “not including”} sales tax in {S09D.MONTH[1]}.
Last week, you reported paying a total of ${B_AMOUNT} {IF B_TAX=1: fill “including”, IF
B_TAX=2: fill “not including”} sales tax in {B_MONTH}.
(There are many possible reasons for the difference. Is it for any of the following reasons? You
may select all that apply.)
{REFER TO SHOWCARD1}
RCPT_RSN[1] [IF S09D.MATCH[1]=3] You said {S09D.NOMATCH[1]}. Can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]*Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO S09d.CHECKPOINT4]
Reported category in Interview1 ‐ No receipt
NR_HOW[1] Last week you reported a total cost of ${B_AMOUNT} {IF B_TAX=1: fill “including”, IF B_TAX=2:
fill “not including”} sales tax for {B_DESCRIPTION} in {B_MONTH}”}. How did you come up with
your answer to that question?
___________ {ALLOW 300 CHARACTERS}
NR_RSN[1]
There are many possible reasons why you may not have any receipts or records for this expense.
Was it for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {S09D.NR_RSN[1]}, can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
Section 9 ‐ Clothing
66
Records Study Second Interview
[RETURN TO S09d.CHECKPOINT4]
Section 9X – DID NOT REPORT HOUSEHOLD APPLIANCES, BUT HAS RECORDS
NOT_LISTED_A *Does the respondent have receipts/records for any of the following even though they did not
report them last week? Enter all that apply.
10. Coats, jackets or furs
11. Sport coats or tailored jackets
12. Suits
13. Vests
14. Sweaters or sweater sets
15. Pants, jeans, or shorts
16. Dresses
17. Skirts
18. Shirts, blouses or tops
19. Undergarments
20. Hosiery
21. Nightwear or loungewear
22. Accessories
23. Swimsuits or warm‐up ski suits
24. Uniforms, for which the cost is not reimbursed
25. Costumes
26. Footwear
99. NO, NONE
NDK/NRF
NOT_LISTED_B *Does the respondent have receipts/records for any of the following even though they did not
report them last week? Enter all that apply.
Clothing for infants under 2 years of age:
1. Coats, jackets or snowsuits
2. Dresses or other outerwear
3. Underwear or diapers, including disposable
4. Sleeping garments
5. Layettes
6. Accessories
Other items:
7. Watches
8. Jewelry
9. Hairpieces, wigs or toupees
99. NO, NONE
NDK/NRF
Section 9 ‐ Clothing
67
Records Study Second Interview
NOT_LISTED_C *Does the respondent have receipts/records for any of the following clothing services even
though they did not report them last week? Enter all that apply.
1. Repair, alteration or tailoring for clothing and accessories
2. Shoe repair or other shoe services
3. Watch or jewelry repair
4. Clothing rental
5. Clothing storage outside the home
99. NO, NONE
NDK/NRF
NOT_LISTED_D *Does the respondent have receipts/records for any of the following sewing materials even
though they did not report them last week? Enter all that apply.
1. Sewing materials for making slipcovers, curtains, or other home handiwork including yarn
2. Sewing materials for making clothes
3. Sewing notions
4. Other sewing materials
99. NO, NONE
NDK/NRF
CHECKPOINT5
9. For each item, ask NL_DESCRIP[1] to NL_CMNTS[1], then go to Section 14A.
10. IF S09X.NOT_LISTED_A ‐ S09X.NOT_LISTED_D=99, then go to Section 14A.
NL_DESCRIP[1] *Enter a brief description of the item.
_______________{ALLOW 300 CHARACTERS}
NL_MONTH[1] *For which months are there receipts/records? Enter all that apply.
7. {B_LAST_MONTH}
8. {B_TWO_MONTH}
9. {B_REF_MONTH}
NL_AMNT[1] *What is the amount of the {S09X.NOT_LISTED_A / S09X.NOT_LISTED_B / S09X.NOT_LISTED_C /
S09X.NOT_LISTED_D} shown on the receipt(s)/record(s)?
$________
NL_HOW[1] Can you tell me a little more about this item? The receipt(s)/record(s) show(s) an expense for
{S09X.NOT_LISTED_A / S09X.NOT_LISTED_B / S09X.NOT_LISTED_C / S09X.NOT_LISTED_D} but
you did not report this item last week. There are many possible reasons for this. Is it for any of
the following reasons? You may select all that apply.
Section 9 ‐ Clothing
68
Records Study Second Interview
[SHOWCARD 3]
NL_RSN[1]
You said {NL_HOW[1]}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NL_CMNTS[1] *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO S09X.CHECKPOINT5]
Section 9 ‐ Clothing
69
Records Study Second Interview
Section 14 – Hospitalization and Health Insurance
[IF B_SECT14[1].ITEM=1 AND ANY B_SECT14[X].HHICPMTB=1, GO TO S14.HEALTH; IF [B_SECT14[1].ITEM=2 OR
ALL B_SECT14[X].HHICPMTB=2] GO TO S14.NOT_LISTED]
HEALTH
Are there any bills, receipts, or records for the following hospitalization or health insurance
plans since the first of {B_REF_MONTH}? *Enter all that apply.
1. [IF B_SECT14B[1].HHIRPMXB>0 or B_SECT14B[1].HHIIRGXB>0]Health insurance:
{B_SECT14[1].HINSCMP}
2. [IF B_SECT14B[2].HHIRPMXB>0 or B_SECT14B[2].HHIIRGXB>0] Health insurance:
{B_SECT14[2].HINSCMP}
3. …
99. NO, NONE
NDK/NRF
CHECKPOINT1
11. For each item with a receipt, go to S14.MONTH[1]
12. For each item without a receipt, go to S14.NR_HOW[1]
13. Then go to Section 14c
Reported health insurance – Have Receipt
MONTH[1]
*For which months are there receipts/records? Enter all that apply.
USE THE BILLING DATE, NOT SERVICE DATE, TO DETERMINE MONTH
16. {B_LAST_MONTH}
17. {B_TWO_MONTH}
18. {B_REF_MONTH }
19. OTHER
OTH_MONTH[1][IF S14.MONTH=4 AND ≠ (1, 2, OR 3)]*Enter the month and year for the most recent
receipt/record the respondent has.
__ / __
SRV_START[1] *On the bill/record for {FILL MOST RECENT MONTH}, what is the service period start date?
__ / __ / __
SRV_END[1] *What is the service period end date?
__ / __ / __
MATCH_PD[1] [IF S14.SAME[1]=1] *Was the period of time covered by each payment/expense every
{B_HHIRPMPD}?
Section 14 – Health Insurance
70
Records Study Second Interview
1. YES
2. NO
HHIRPMPD[1] [IF S14.MATCH_PD[1]=2] *What is period of time is covered in each payment/expense on the
bill/record?
1. Week
2. 2 weeks
3. Month
4. Quarter
5. 6 months
6. Year
7. OTHER
PTIMEOTH[1] [IF S14.HHIRPMPD[1]=7] *Specify.
_______________{ALLOW 30 CHARACTERS}
SAME[1]
*Since the first of {B_REF_MONTH} was each payment/expense for this insurance the same
amount?
1. YES
2. NO
MATCH_XB[1] [IF S14.SAME[1]=1] *Was each payment/expense shown on the records/bills in the amount of
${B_HHIRPMXB}?
1. YES
2. NO
HHIRPMXB[1] [IF S14.MATCH_XB[1]=2] *What is the regular health insurance payment/expense shown on the
bill/record?
$ _____
HHIQPMTB[1] [IF S14.SAME[1]=1] How many payments were made on this policy since the first of
{B_REF_MONTH}?
INTERVIEWER NOTE: COUNT ALL PAYMENTS EVEN IF THEY DO NOT HAVE RECEIPTS FOR ALL
PAYMENTS
______
[IF B_HHIRPMXB>0 THEN IF B_HHIRPMXB/S14.HHIRPMXB[1] <.9 or >1.1 THEN S14.HHIRPMXB[1]_DIF=1; ELSE
S14.HHIRPMXB[1]_DIF=2
ELSE IF (S14.HHIRPMXB[1]*S14.HHIQPMTB[1]/B_HHIIRGXB) <.9 or >1.1 THEN S14.HHIRPMXB[1]_DIF=1; ELSE
S14.HHIRPMXB[1]_DIF=2]
Section 14 – Health Insurance
71
Records Study Second Interview
HHIIRGXB[1]
[IF B_HHIIRGXB>0 OR S14.SAME[1]=2] *What is the total expense shown on the bills/records for
this insurance plan since the start of {B_REF_MONTH}?
$ _____
[IF B_HHIIRGXB>0 THEN: IF B_HHIIRGXB/S14.HHIIRGXB[1] <.9 or >1.1 THEN S14.HHIIRGXB[1]_DIF=1; ELSE
S14.HHIIRGXB[1]_DIF=2
ELSE IF (S14.HHIIRGXB/B_HHIRPMXB*B_HHIQPMTB) <.9 or >1.1 THEN: S14.HHIIRGXB[1]_DIF=1; ELSE
S14.HHIIRGXB[1]_DIF=2]
MISSING[1]
[IF S14.HHIIRGXB[1]_DIF=1] How likely is it that you are missing bills/records for payments for
this health insurance plan since the start of {B_REF_MONTH}? Would you say that you are…
Definitely missing receipts
Probably missing receipts
Probably not missing receipts
Definitely not missing receipts
NOMATCH[1] [IF S14.HHIRPMXB[1]_DIF=1 OR S14.HHIIRGXB[1]_DIF=1] Can you tell me a little more about this
health insurance plan? The bills/records show [IF S14.SAME[1]=1, fill: “${S14.HHIRPMXB[1]}
every {S14.HHIRPMPD[1]}” / IF S14.SAME[1]=2, fill: “a total amount of ${S14.HHIIRGXB[1]} since
the start of {B_REF_MONTH}”], but last week you reported paying [IF B_HHIRPMTB=1, fill:
“${B_HHIRPMXB} every {B_HHIRPMPD}” / IF B_HHIRPMTB=2, fill: “a total amount of
${B_HHIIRGXB} since the start of {B_REF_MONTH}”].
(There are many possible reasons for this difference. Is it for any of the following reasons? You
may select all that apply.)
{REFER TO SHOWCARD1}
RCPT_RSN[1] [IF S14.HHIRPMXB[1]_DIF=1 OR S14.HHIIRGXB[1]_DIF=1] You said {S14.NOMATCH[1]}, can you
tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]*Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO CHECKPOINT1]
Reported Health Insurance – No Receipt
NR_HOW[1] Last week you reported paying [IF B_HHIRPMTB=1, fill: “${B_HHIRPMXB} every {B_HHIRPMPD}”
/ IF B_HHIRPMTB=2, fill: “a total amount of ${B_HHIIRGXB} since the start of {B_REF_MONTH}”].
How did you come up with your answer to that question?
_______________{ALLOW 300 CHARACTERS}
Section 14 – Health Insurance
72
Records Study Second Interview
NR_RSN[1]
There are many possible reasons why you may not have a receipt or record for this item. Was it
for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {S14.NR_RSN[1]}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO CHECKPOINT1]
Section 14C – Medicare Part D
[IF B_HHPARTD=1, GO TO S14C.MEDICARE; ELSE IF B_HHPARTD=2, GO TO S14C.NOT_LISTED]
HHPARTD
Are there any bills, receipts, or records for Medicare Prescription Drug plan or Medicare Part D
payments for the following individuals? *Enter all that apply.
1. [IF B_SECT14C.DRUGPLAN[1]=1, fill: “{B_PERSONNAME}”]
2. [IF B_SECT14C.DRUGPLAN[1]=2, fill: “{B_PERSONNAME}”]
3. ….
99. NO, NONE.
NDK/NRF
CHECKPOINT2
14. For each item with a receipt, go to S14C.MONTH[1]
15. For each item without a receipt go to S14C.NR_HOW[1]
16. Then go to Section 14X
Reported Medicare Part D – Have Receipt
MONTH[1]
*For which months are there receipts/records for Medicare Part D payments for
{B_PERSONNAME}? Enter all that apply.
USE THE BILLING DATE, NOT SERVICE DATE, TO DETERMINE MONTH
1. {B_LAST_MONTH}
2. {B_TWO_MONTH}
3. {B_REF_MONTH }
4. OTHER
OTH_MONTH[1][IF S14C.MONTH=4 AND ≠ (1, 2, OR 3)]*Enter the month and year for the most recent
receipt/record the respondent has.
__ / __
MATCH[1]
*Was the monthly premium shown on the records/bills for {B_PERSONNAME} ${B_DRGPREMX}?
Section 14 – Health Insurance
73
Records Study Second Interview
1. YES
2. NO
DRGPREMX[1] [IF S14C.MATCH[1]=2] *What is the monthly premium for Medicare Part D shown on the
bill/record?
$ _____
IF B_DRGPREMX/S14C.DRGPREMX[1] <.9 or >1.1 THEN S14C.DRGPREMX[1]_DIF=1; ELSE
S14C.DRGPREMX[1]_DIF=2
NOMATCH[1] [IF S14C.DRGPREMX[1]_DIF=1] Can you tell me a little more about your Medicare Part D
payment? The bills/records show a monthly premium of ${S14C.DRGPREMX} for
{B_PERSONNAME}, but last week you reported a monthly premium of ${B_DRGPREMX}.
(There are many possible reasons for this difference. Is it for any of the following reasons? You
may select all that apply.)
{REFER TO SHOWCARD1}
RCPT_RSN[1] [IF S14C.DRGPREMX[1]_DIF=1] You said {S14C.NOMATCH[1]}, can you tell me a little more about
that?
_______________{ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]*Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO CHECKPOINT2]
Reported Medicare Part D – No Receipt
NR_HOW[1] Last week you reported a monthly premium of ${B_DRGPREMX} for Medicare Part D for
{B_PERSONNAME}. How did you come up with your answer to that question?
_______________{ALLOW 300 CHARACTERS}
NR_RSN[1]
There are many possible reasons why you may not have a receipt or record for this item. Was it
for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {S14C.NR_RSN[1]}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
Section 14 – Health Insurance
74
Records Study Second Interview
_______________{ALLOW 300 CHARACTERS}
[RETURN TO CHECKPOINT2]
Section 14X – DID NOT REPORT INSURANCE BUT HAS RECORDS
NOT_LISTED
*Does the respondent have receipts/records for any health insurance plans since the start of
{B_REF_MONTH} even though it was not reported last week?
1. YES
2. NO
NDK/NRF
CHECKPOINT3
17. IF S14X.NOT_LISTED=2,DK,RF, go to Section 17
18. IF S14X.NOT_LISTED=1, ask NL_DESCRIP to NL_MORE, then go to Section 17.
NL_DESCRIP[1] *Enter a brief description of the item.
_______________{ALLOW 300 CHARACTERS}
NL_MONTH[1] *For which months are there receipts/records? Enter all that apply.
USE BILLING DATE, NOT SERVICE DATE, TO DETERMINE MONTH
1. {B_LAST_MONTH}
2. {B_TWO_MONTH}
3. {B_REF_MONTH }
NL_AMNT[1] *What was the total expense paid on this policy since the start of {B_REF_MONTH}?
$________
NL_HOW[1] Can you tell me a little more about this item? The receipt(s)/record(s) show(s) an expense for
health insurance since the start of {B_REF_MONTH} but you did not report this item last week.
There are many possible reasons for this. Is it for any of the following reasons? You may select
all that apply.
[SHOWCARD 3]
NL_RSN[1]
You said {NL_HOW[1]}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NL_CMNTS[1] *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
Section 14 – Health Insurance
75
Records Study Second Interview
NL_MORE[1]
*Does the respondent have any other receipts/records for any hospitalization or health
insurance plans even though they were not reported last week?
1. Yes – go to NL_DESCRIP and repeat loop
2. No – go to Section 17
Section 14 – Health Insurance
76
Records Study Second Interview
Section 17 – Subscriptions and Memberships
[IF ANY B_Sect17.TableA.Row[X].Item=1 to 13, GO TO S17.SUB_MEM; ELSE GO TO S17X.]
SUB_MEM
Last week you reported purchasing the following subscriptions or memberships. Please indicate
if you have any receipts or records for these items. *Enter all that apply.
17. [IF B_Sect17.TableA.Row[1].Item=1 to 13] {B_PREFILL}: {B_DESCRIPTION}
18. [IF B_Sect17.TableA.Row[2].Item=1 to 13] {B_PREFILL}: {B_DESCRIPTION}
19. [IF B_Sect17.TableA.Row[3].Item=1 to 13] {B_PREFILL}: {B_DESCRIPTION}
20. …
99. NO, NONE
NDK/NRF
CHECKPOINT1
• If there are 5 or fewer items in S17.SUB_MEM with receipts, go to S17.INTRO for each item with
receipts and S17.NR_HOW for any items without receipts.
• If there are 6‐9 items in S17.SUB_MEM with receipts, go to S17.INTRO for a random 5 items with
receipts; go to S17.INTRO_S for the remaining items with receipts; and go to S17.NR_HOW for any
items without receipts.
• If there are 10 or more items in S17.SUB_MEM with receipts, go to S17.INTRO for a random 50% of the
items with receipts; go to S17.INTRO_S for the other 50% of items with receipts; and go to
S17.NR_HOW for any items without receipts.
Reported category in Interview1 ‐ Have receipt – Short Set
INTRO[1]_S
Can I please see any receipts or records you have for the {B_DESCRIPTION}?
MATCH[1]_S *Does the price match the receipts/records?
Total expense, including shipping and handling: ${B_AMOUNT}
7. YES
8. NO
AMOUNT[1] [IF S17.MATCH[1]_S=2] *What is the total expense for {B_DESCRIPTION}, including shipping and
handling, shown on the receipt/record?
$______
[RETURN TO CHECKPOINT1]
Reported category in Interview1 ‐ Have receipt – Long Set
INTRO[1]
Can I please see any receipts or records you have for the {B_DESCRIPTION}?
RCPT_NUM[1] *How many receipts/records are there for the {B_DESCRIPTION}?
Section 17 – Memberships/Subscriptions
77
Records Study Second Interview
MATCH[1]
DESCR[1]
AMOUNT[1]
_______
*Which items do NOT match the receipts/records? Enter all that apply.
16. Description: {B_DESCRIPTION}
17. Total expense: ${B_AMOUNT}
18. Amount paid this month: ${S17CMEXX}
19. Reference period: Since the first of {B_REF_MONTH}
99. ALL MATCH
NDK/NRF
[IF S17.MATCH[1]=1] *Explain the difference in the description of the item reported in Interview
1.
____________ {ALLOW 300 CHARACTERS}
[IF S17.MATCH[1]=2] *What is the total expense shown on the receipts/records since the first of
{B_REF_MONTH}?
$______
IF S17.AMOUNT[1]/B_AMOUNT IS <.9 OR >1.1 THEN S17.AMOUNT[1]_DIF=1; ELSE S17.AMOUNT[1]_DIF=2
S17CMEXX[1] [IF S17.MATCH[1]=3] *What is the total expense shown on the receipts/records for this month?
$______
MONTH[1]
[IF S17.MATCH[1]=4] *What is the month shown on the receipt(s)/record(s)? Enter all that
apply.
13. {B_LAST_MONTH}
14. {B_TWO_MONTH}
15. {B_REF_MONTH}
16. OTHER
OTH_MONTH [IF S17.MONTH[1]=4 AND ≠ (1, 2, OR 3)]*Enter the month and year for the most recent
receipt/record the respondent has.
__ __ / __ __
SAME[1]
[IF S17.MONTH[1]=4 AND ≠ (1, 2, OR 3)] Is the cost for {B_DESCRIPTION} exactly the same each
month, about the same each month, or different each month?
1. Exactly the same
2. About the same
3. Different (go to S17.RCPT_CMNTS[1])
Section 17 – Memberships/Subscriptions
78
Records Study Second Interview
MIS_RCPT[1]
[IF S17.AMOUNT[1]_DIF=1] How likely is it that you are missing any receipts or records for the
{B_DESCRIPTION} since the start of {B_REF_MONTH}? Would you say that you are…
17.
18.
19.
20.
Definitely missing receipts
Probably missing receipts
Probably not missing receipts
Definitely not missing receipts
NOMATCH[1] [IF S17.AMOUNT[1]_DIF=1] Can you tell me a little more about this item? The {IF
S17.RCPT_NUM>1: fill “receipts/records show”, IF S17.RCPT_NUM=1: fill “receipt/record
shows”} a total cost of ${S17.AMOUNT[1]} for {B_DESCRIPTION} since the first of
{B_REF_MONTH}.
Last week, you reported paying a total of ${B_AMOUNT} for {B_DESCRIPTION} since the first of
{B_REF_MONTH}.
(There are many possible reasons for the difference. Is it for any of the following reasons? You
may select all that apply.)
{REFER TO SHOWCARD1}
RCPT_RSN[1] [IF S17.AMOUNT[1]_DIF=1] You said {S17.NOMATCH[1]}. Can you tell me a little more about
that?
___________ {ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]*Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO CHECKPOINT1]
Reported category in Interview1 ‐ No receipt
NR_HOW[1] In the previous interview, you reported paying ${B_AMOUNT} for {B_DESCRIPTION} since the
start of {B_REF_MONTH}. How did you come up with your answer to that question?
___________ {ALLOW 300 CHARACTERS}
NR_RSN[1]
There are many possible reasons why you may not have any receipts or records for this expense.
Was it for any of the following reasons? You may select all that apply.
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {S017.NR_RSN[1]}, can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
Section 17 – Memberships/Subscriptions
79
Records Study Second Interview
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO CHECKPOINT1]
Section 17X – DID NOT REPORT SUBSCRIPTIONS, BUT HAS RECORDS
NOT_LISTED
*Does the respondent have receipts/records for any of the following even though they did not
report them last week? Enter all that apply.
[LIST ITEMS FROM Sect17.TableA.Row[X].Item]
99. NO, NONE
NDK/NRF
CHECKPOINT2
19. For each item, ask NL_DESCRIP[1] to NL_CMNTS[1], then go to Section 19.
20. IF S17X.NOT_LISTED, then go to Section 19.
NL_DESCRIP[1] *Enter a brief description of the item.
_______________{ALLOW 300 CHARACTERS}
NL_MONTH[1] *For which months are there receipts/records? Enter all that apply.
10. {B_LAST_MONTH}
11. {B_TWO_MONTH}
12. {B_REF_MONTH}
NL_AMNT[1] *What is the amount for {S17X.NOT_LISTED} since the start of {B_REF_MONTH} shown on the
receipt(s)/record(s)?
$________
NL_HOW[1] Can you tell me a little more about this item? The receipt(s)/record(s) show(s) an expense for
{S22X.NOT_LISTED} but you did not report this item last week. There are many possible reasons
for this. Is it for any of the following reasons? You may select all that apply.
[SHOWCARD 3]
NL_RSN[1]
You said {NL_HOW[1]}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NL_CMNTS[1] *Provide any other comments or observations about the quality of this match.
Section 17 – Memberships/Subscriptions
80
Records Study Second Interview
_______________{ALLOW 300 CHARACTERS}
Section 17 – Memberships/Subscriptions
81
Records Study Second Interview
Section 19A – Miscellaneous Expenses
[IF ANY Sect19.TableA.Row[X].Item=1 to 24, GO TO S19A.MISC_EXP; ELSE GO TO S19B.]
MISC_EXP
Last week you reported purchasing the following items. Please indicate if you have any receipts
or records for these items. *Enter all that apply.
21. [IF Sect19.TableA.Row[1].Item = 1 to 24] {B_PREFILL}: {B_DESCRIPTION}
22. [IF Sect19.TableA.Row[2].Item = 1 to 24] { B_PREFILL}: {B_DESCRIPTION}
23. [IF Sect19.TableA.Row[3].Item = 1 to 24] { B_PREFILL}: {B_DESCRIPTION}
24. …
99. NO, NONE
NDK/NRF
CHECKPOINT1
• If there are 5 or fewer items in S19A.MISC_EXP with receipts, go to S19A.INTRO[1] for each item with
receipts and S19A.NR_HOW[1] for any items without receipts.
• If there are 6‐9 items in S19A.MISC_EXP with receipts, go to S19A.INTRO[1] for a random 5 items with
receipts; go to S19A.INTRO[1]_S for the remaining items with receipts; and go to S19A.NR_HOW[1] for
any items without receipts..
• If there are 10 or more items in S19A.MISC_EXP with receipts, go to S19A.INTRO[1] for a random 50%
of the items with receipts; go to S19A.INTRO[1]_S for the other 50% of items with receipts; and go to
S19A.NR_HOW[1] for any items without receipts.
• When done, go to Section 19B.
Reported category in Interview1 ‐ Have receipt – Short Set
INTRO[1]_S
Can I please see any receipts or records you have for {B_DESCRIPTION}?
MATCH[1]_S *Does the price match the receipts/records? Total expense: ${B_AMOUNT}.
9. YES
10. NO
AMOUNT[1]_S [IF S19A.MATCH[1]_S=2] *What is the total expense for {B_DESCRIPTION} shown on the
receipt/record?
$______
[RETURN TO CHECKPOINT1]
Reported category in Interview1 ‐ Have receipt – Long Set
INTRO[1]
Can I please see any receipts or records you have for {B_DESCRIPTION}?
RCPT_NUM[1] *How many receipts/records are there for the {B_DESCRIPTION}?
_______
Section 19 – Miscellaneous
82
Records Study Second Interview
MATCH[1]
DESCR[1]
COMB[1]
AMOUNT[1]
*Which items do NOT match the receipt(s)/record(s)? Enter all that apply.
20. Description: {B_DESCRIPTION}
21. Combined items: {B_COMBCODE}
22. Total expense: ${B_AMOUNT}
23. Month of purchase: {B_MONTH}
99. ALL MATCH
NDK/NRF
[IF S19A.MATCH[1]=1] *Explain the difference in the description of the item reported in
Interview 1.
____________ {ALLOW 300 CHARACTERS}
[IF S19A.MATCH[1]=2] *What items are combined as shown on the {IF RCPT_NUM[1]>1: FILL
“receipts/records”} {IF RCPT_NUM[1]=1: FILL “receipt/record”}? Enter all that apply.
70. Purchase of pets, pet supplies, or medicine for pets
71. Pet services
72. Veterinarian expenses for pet
[IF S19A.MATCH[1]=3] *What is the total expense for {B_DESCRIPTION} shown on the {IF
S19A.RCPT_NUM[1]>1: FILL “receipts/records”} {IF S19A.RCPT_NUM[1]=1: FILL
“receipt/record”}?
$______
IF S19A.AMOUNT[1]/B_AMOUNT IS <.9 OR >1.1 THEN S19A.AMOUNT[1]_DIF=1; ELSE S19A.AMOUNT[1]_DIF=2
MONTH[1]
[IF S19A.MATCH[1]=4] *For which months are there receipts/records? Enter all that apply.
17. {B_LAST_MONTH}
18. {B_TWO_MONTH}
19. {B_REF_MONTH}
20. OTHER
OTH_MONTH[1][IF S19A.MONTH=4 AND ≠ (1, 2, OR 3]*Enter the month and year for the most recent
receipt/record.
__ / __ [GO TO S19A.RCPT_CMNTS[1]]
MIS_RCPT[1] [IF S19A.AMOUNT[1]_DIF=1] How likely is it that you are missing any receipts or records for the
{B_DESCRIPTION} since the start of {B_REF_MONTH}? Would you say that you are…
21. Definitely missing receipts
22. Probably missing receipts
Section 19 – Miscellaneous
83
Records Study Second Interview
23. Probably not missing receipts
24. Definitely not missing receipts
NOMATCH[1] [IF S19A.AMOUNT[1]_DIF=1] Can you tell me a little more about the {B_DESCRIPTION}? The {IF
S19A.RCPT_NUM[1]>1: fill “receipts/records show”, IF S19A.RCPT_NUM[1]=1: fill
“receipt/record shows”} a total of ${S19A.AMOUNT[1]} in {B_MONTH}.
Last week you reported paying a total of ${B_AMOUNT} in {B_MONTH}.
(There are many possible reasons for the difference. Is it for any of the following reasons? You
may select all that apply.)
{REFER TO SHOWCARD1}
RCPT_RSN[1] [IF S19A.AMOUNT[1]_DIF=1] You said {S19A.NOMATCH[1]}. Can you tell me a little more about
that?
___________ {ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]
*Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO CHECKPOINT1]
Reported category in Interview1 ‐ No receipt
NR_HOW[1] Last week, you reported a cost of ${B_AMOUNT} for {B_DESCRIPTION} in {B_MONTH}. How did
you come up with your answer to that question?
___________ {ALLOW 300 CHARACTERS}
NR_RSN[1]
There are many possible reasons why you may not have any receipts or records for this expense.
Was it for any of the following reasons? You may select all that apply.
{REFER TO SHOWCARD2}
NR_RSN_TXT[1]
You said {S19A.NR_RSN[1]}, can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO CHECKPOINT1]
Section 19 – Miscellaneous
84
Records Study Second Interview
Section 19B – Contributions
[IF ANY Sect19.TableB.Row[X].Item=1 to 9, GO TO S19B.CONTRIB; ELSE GO TO S19X.]
CONTRIB
Are there any receipts or records for contributions to the following? *Enter all that apply.
9. [IF Sect19.TableB.Row[1].Item=1 to 9] {B_PREFILL}: {B_DESCRIPTION}
10. [IF Sect19.TableB.Row[2].Item=1 to 9] { B_PREFILL}: {B_DESCRIPTION}
11. [IF Sect19.TableB.Row[3].Item=1 to 9] { B_PREFILL}: {B_DESCRIPTION}
12. …
99. NO, NONE
NDK/NRF
CHECKPOINT2
• If there are 5 or fewer items in S19B.CONTRIB with receipts, go to S19B.INTRO[1] for each item with
receipts and S19B.NR_HOW[1] for any items without receipts.
• If there are 6‐9 items in S19B.CONTRIB with receipts, go to S19B.INTRO for a random 5 items with
receipts; go to S19B.INTRO[1]_S for the remaining items with receipts; and go to S19B.NR_HOW for
any items without receipts.
• If there are 10 or more items in S19B.CONTRIB with receipts, go to S19B.INTRO[1] for a random 50% of
the items with receipts; go to S19B.INTRO[1]_S for the other 50% of items with receipts; and go to
S19B.NR_HOW[1] for any items without receipts.
Reported category in Interview1 ‐ Have receipt – Short Set
INTRO[1]_S
Can I please see any receipts or records you have for contributions to {B_DESCRIPTION}?
MATCH[1]_S *Does the price match the receipts/records? Total expense: ${B_AMOUNT}
3. Yes
4. No
AMOUNT[1]_S [IF S19B.MATCH[1]_S=2] *What is the total expense for contributions to {B_DESCRIPTION}
shown on the receipt/record?
$______
[RETURN TO CHECKPOINT2]
Reported category in Interview1 ‐ Have receipt – Long Set
INTRO[1]
Can I please see any receipts or records you have for contributions to {B_DESCRIPTION}?
RCPT_NUM[1] *How many receipts/records are there for contributions to {B_DESCRIPTION}?
_______
MATCH[1]
*Which items do NOT match the receipt(s)/record(s)? Enter all that apply.
Section 19 – Miscellaneous
85
Records Study Second Interview
1. Description: {B_DESCRIPTION}
2. Total expense: ${B_AMOUNT}
3. Month of purchase: {B_MONTH}
99. ALL MATCH
NDK/NRF
DESCR[1]
AMOUNT[1]
[IF S19B.MATCH[1]=1] *Explain the difference in the description of the contribution reported in
Interview 1.
____________ {ALLOW 300 CHARACTERS}
[IF S19B.MATCH[1]=2] *What is the total expense for contributions to {B_DESCRIPTION} shown
on the {IF S19B.RCPT_NUM[1]>1: FILL “receipts/records”} {IF S19B.RCPT_NUM[1]=1: FILL
“receipt/record”}?
$______
IF S19B.AMOUNT[1]/B_AMOUNT IS <.9 OR >1.1 THEN S19B.AMOUNT[1]_DIF=1; ELSE S19B.AMOUNT[1]_DIF=2
MONTH[1]
[IF S19B.MATCH[1]=3] *For which months are there receipts/records? Enter all that apply.
1. {B_LAST_MONTH}
2. {B_TWO_MONTH}
3. {B_REF_MONTH}
4. OTHER
OTH_MONTH [IF S19B.MONTH[1]=4 AND ≠ (1, 2, OR 3)]*Enter the month and year for the most recent
receipt/record the respondent has.
__ __ / __ __
SAME[1]
[IF S19B.MONTH[1]=4 AND ≠ (1, 2, OR 3)] Is the cost for {B_DESCRIPTION} exactly the same each
month, about the same each month, or different each month?
4. Exactly the same
5. About the same
6. Different (go to S19.RCPT_CMNTS[1])
MIS_RCPT[1] [IF S19B.AMOUNT[1]_DIF=1] How likely is it that you are missing any receipts or records for the
{B_DESCRIPTION} since the start of {B_REF_MONTH}? Would you say that you are…
1. Definitely missing receipts
2. Probably missing receipts
3. Probably not missing receipts
4. Definitely not missing receipts
Section 19 – Miscellaneous
86
Records Study Second Interview
NOMATCH[1] [IF S19B.AMOUNT[1]_DIF=1] Can you tell me a little more about contributions to
{B_DESCRIPTION}? The {IF S19B.RCPT_NUM[1]>1: fill “receipts/records show”, IF
S19B.RCPT_NUM[1]=1: fill “receipt/record shows”} a total of ${S19B.AMOUNT[1]} in
{B_MONTH}.
Last week you reported paying a total of ${B_AMOUNT} in {B_MONTH}.
There are many possible reasons for the difference. Is it for any of the following reasons? You
may select all that apply.
{REFER TO SHOWCARD1}
RCPT_RSN[1] [IF S19B.AMOUNT[1]_DI=1] You said {S19B.NOMATCH}. Can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]*Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO CHECKPOINT2]
Reported category in Interview1 ‐ No receipt
NR_HOW[1] Last week, you reported a cost of ${B_AMOUNT} for contributions to {B_DESCRIPTION} in
{B_MONTH}. How did you come up with your answer to that question?
___________ {ALLOW 300 CHARACTERS}
NR_RSN[1]
There are many possible reasons why you may not have any receipts or records for this expense.
Was it for any of the following reasons? You may select all that apply.
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {S19B.NR_RSN[1]}, can you tell me a little more about that?
___________ {ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
___________ {ALLOW 300 CHARACTERS}
[RETURN TO CHECKPOINT2]
Section 19X – DID NOT REPORT HOUSEHOLD APPLIANCES, BUT HAS RECORDS
Section 19 – Miscellaneous
87
Records Study Second Interview
NOT_LISTED_A *Does the respondent have receipts/records for any of the following even though they did not
report them last week? Enter all that apply.
[LIST ITEMS FROM Sect19.TableA.Row[X].Item]
99. NO, NONE
NDK/NRF
NOT_LISTED_B *Does the respondent have receipts/records for any of the following even though they did not
report them last week? Enter all that apply.
10. [LIST ITEMS FROM Sect19.TableB.Row[X].Item]
99. NO, NONE
NDK/NRF
CHECKPOINT3
21. IF S09X.NOT_LISTED_A and S19X.NOT_LISTED_B=99, then go to Section 22.
22. For each item, ask NL_DESCRIP[1] to NL_CMNTS[1], then go to Section 22.
NL_DESCRIP[1] *Enter a brief description of the item.
_______________{ALLOW 300 CHARACTERS}
NL_MONTH[1] *For which months are there receipts/records? Enter all that apply.
13. {B_LAST_MONTH}
14. {B_TWO_MONTH}
15. {B_REF_MONTH}
NL_AMNT[1] *What is the amount of the {S19X.NOT_LISTED_A / S19X.NOT_LISTED_B } shown on the
receipt(s)/record(s)?
$________
NL_HOW[1] Can you tell me a little more about this item? The receipt(s)/record(s) show(s) an expense for
{S19X.NOT_LISTED_A / S19X.NOT_LISTED_B } but you did not report this item last week. There
are many possible reasons for this. Is it for any of the following reasons? You may select all that
apply.
[SHOWCARD 3]
You said {NL_HOW[1]}, can you tell me a little more about that?
NL_RSN[1]
_______________{ALLOW 300 CHARACTERS}
NL_CMNTS[1] *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
Section 19 – Miscellaneous
88
Records Study Second Interview
Section 19 – Miscellaneous
89
Records Study Second Interview
Section 22A1 – Gross Income
[IF B_SALARYST=1 FOR ANY HOUSEHOD MEMBER, GO TO S22A1.GROSS_INC; ELSE GO TO S22X.NOT_LISTED]
GROSS_INC
Are there any records for gross salary for the past 12 months for the following individuals?
*Enter all that apply.
[LIST HOUSEHOLD MEMBERS WHERE B_SALAYRST=1]
99. NO, NONE
NDK/NRF
CHECKPOINT1
23. For each item with a receipt, go to S22A1.REF_PRD[1]
24. For each item without a receipt go to S22A1.NR_HOW[1]
Reported gross income – Have Receipt
REF_PRD[1]
Are the records/receipts for the past 12 months, the last calendar year, or some other period of
time?
1. Past 12 months
2. The last calendar year
3. Some other period of time
REF_SPECIFY[1] [IF S22A1.REF_PRD[1]=3] *For which months are there records for wages/salary?
[SHOW PAST 12 MONTHS]
*Based on the record(s), how much did {B_CC.UNIT2.PERSON[1].NAME} receive in wages and
SALARYX[1]
salaries (before deductions) for all jobs [IF REF_PRD[1]=1,DK,RF, fill: “in the past 12 months”; IF
S22A1.REF_PRD[1]=2, fill: “in the last calendar year”; IF S22A1.REF_PRD[1]=3, fill “during that
time period”]?
$ _________
IF B_SALARYX=DK/RF, THEN IF S22A1.SALARYX[1] IS NOT IN THE RANGE OF B_SALARYB THEN
S22A1.SALARYX[1]_DIF=1; ELSE S22A1.SALARYX[1]_DIF=2;
IF B_SALARYX≠DK/RF, THEN IF B_SALARYX/S22A1.SALARYX[1] <.9 or >1.1 THEN 22A1.SALARYX[1]_DIF=1; ELSE
S22A1.SALARYX[1]_DIF=2
NOMATCH[1] [IF S22A1.REF_PRD[1]=1 AND S22A1.SALARYX[1]_DIF=1] Can you tell me a little more about this
item? The records show {B_CC.UNIT2.PERSON[1].NAME} earned ${S22A1.SALARYX[1]} before
deductions for all wages in the past 12 months, but last week you reported that
{B_CC.UNIT2.PERSON[1].NAME} earned {B_SALARYX/B_SALARYB}.
(There are many possible reasons for this difference. Is it for any of the following reasons? You
may select all that apply.)
Section 22 – Income
90
Records Study Second Interview
1. The records do not include all income this person received (for example, cash income from
tips)
2. I do not have records for all jobs that this person had in the past 12 months
3. Last week, I did not report income from all jobs that this person had in the past 12 months
4. Last week, I did not report income from bonuses, overtime, commission, etc.
5. Last week, I could not remember (or did not know), so I guessed the amount
6. Last week, I had a general idea so I estimated or rounded the amount
7. Last week, I reported the amount after deductions
8. SOME OTHER REASON
RCPT_RSN[1] [IF NOMATCH[1]≠8,DK,RF] You said {S22A1.NOMATCH[1]}, can you tell me a little more about
that?
_______________{ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]*Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO CHECKPOINT1]
Reported Gross Income – No Receipt
NR_HOW[1] Last week you reported that {B_CC.UNIT2.PERSON[1].NAME} received
${B_SALARYX/B_SALARYB} in wages and salary in the past 12 months for all jobs. How did you
come up with your answer to that question?
_______________{ALLOW 300 CHARACTERS}
There are many possible reasons why you may not have a receipt or record for this item. Was it
NR_RSN[1]
for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {S22A1.NR_RSN[1]}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO CHECKPOINT1]
Section 22A2 – Last Pay
LAST_PAY
Are there any records for the last pay check for the following individuals? *Enter all that apply.
Section 22 – Income
91
Records Study Second Interview
4. [IF B_PARTA[1].SALARYST=1, then fill: “{B_CC.UNIT2.PERSON[1].NAME}”]
5. [IF B_PARTA[2].SALARYST=1, then fill: “{B_CC.UNIT2.PERSON[2].NAME}”]
6. ….
99. NO, NONE
NDK/NRF
CHECKPOINT2
25. For each item with a receipt, ask the “Have Receipt” questions starting with S22A1.REF_PRD[1]
26. For each item without a receipt ask the “No Receipt” questions starting with S22A1.NR_HOW[1]
Reported last pay – Have Receipt
PAY_DATE
*What was the date of the last pay that {B_CC.UNIT2.PERSON[1].NAME} received as shown on
the record?
__ / __ / __
RECENT
[IF PAY_DATE WAS MORE THAN 60 DAYS AGO] Is the income for your most recent pay period
exactly the same, about the same, or different from the income in this record?
1. Exactly the same
2. About the same
3. Different
MATCH[1]
*Which items do NOT match the record for {B_CC.UNIT2.PERSON[1].NAME}’s last pay? Enter all
that apply.
5. Amount of last pay: {B_GROSPAYX}
6. Pay period: {B_PAYPRD}
7. Federal tax deductions: {B_AMTFED}
8. State or local tax deductions: {B_SLTAXX}
9. Private pension deduction: {B_PRIVPENX}
10. Government retirement deduction: {B_GOVRETX}
11. RR retirement deduction: {B_RRRDEDX}
99. ALL MATCH
NDK/NRF
GROSPAYX[1] *What is the amount of {B_CC.UNIT2.PERSON[1].NAME}’s last pay as shown on the record?
$______
IF B_GROSPAYX/S22A2.GROSPAYX[1] IS <.9 OR >1.1 THEN S22A2.GROSPAYX[1]_DIF=1; ELSE
S22A2.GROSPAYX[1]_DIF=2
PAYPRD[1]
*What period of time did this cover?
1. One week
Section 22 – Income
92
Records Study Second Interview
2.
3.
4.
5.
6.
7.
PAYPRDOT[1]
AMTFED[1]
SLTAXX[1]
PRIVPENX[1]
GOVRETX[1]
RRRDEDX[1]
NOMATCH[1]
Two weeks
Month
Quarter
Year
Twice a month
OTHER
*Specify:
_________________ [ALLOW 30 CHARACTERS]
*How much was deducted for federal tax?
$______
*How much was deducted for state and local tax?
$______
*How much was deducted for a private pension?
$______
*How much was deducted for government retirement?
$______
*How much was deducted for railroad retirement?
$______
[S22A2.GROSPAYX[1]_DIF=1] Can you tell me a little more about this item? The records show
that {}’s last pay was ${S22A2.GROSPAYX[1]} before deductions, but last week you reported that
{} received ${B_GROSPAYX}.
(There are many possible reasons for this difference. Is it for any of the following reasons? You
may select all that apply.)
1. The records do not include all income this person received (for example, cash income from
tips)
2. You do not have records for all jobs that this person had in the past 12 months
3. You did not report income from all jobs that this person had in the past 12 months
4. You did not report income from bonuses, overtime, commission, etc.
5. You could not remember (or did not know), so I guessed the amount
6. You had a general idea so you estimated or rounded the amount
7. You reported the amount after deductions
8. SOME OTHER REASON
Section 22 – Income
93
Records Study Second Interview
RCPT_RSN[1] [IF NOMATCH[1]≠8,DK,RF] You said {S22A2.NOMATCH[1]}, can you tell me a little more about
that?
_______________{ALLOW 300 CHARACTERS}
RCPT_CMNTS[1]*Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO CHECKPOINT2]
Reported last pay – No Receipt
NR_HOW[1] Last week you reported that {B_CC.UNIT2.PERSON[1].NAME}’s last pay was ${BB_GROSPAYX}
before deductions. How did you come up with your answer to that question?
_______________{ALLOW 300 CHARACTERS}
NR_RSN[1]
There are many possible reasons why you may not have a receipt or record for this item. Was it
for any of the following reasons? You may select all that apply
{REFER TO SHOWCARD2}
NR_RSN_TXT[1] You said {S22A2.NR_RSN[1]}, can you tell me a little more about that?
_______________{ALLOW 300 CHARACTERS}
NR_CMNTS[1] *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
[RETURN TO CHECKPOINT2]
Section 22X – DID NOT REPORT SALARY BUT HAS RECORDS
[IF B_SALARYST=2,DK,RF FOR ANY HOUSEHOD MEMBER, GO TO S22X.NOT_LISTED; ELSE GO TO END]
NOT_LISTED *Are there receipts/records for gross salary or last pay for the following household members
even though it was not reported last week? Enter all that apply?
[LIST HOUSEHOLD MEMBERS WHERE B_SALAYRST=2,DK,R]
99. NO, NONE
NDK/NRF
Programmer note: Ask NL_GROSPAYX[1] to NL_CMNTS[1] for each household member, then go to
DEBRIEFING.
Section 22 – Income
94
Records Study Second Interview
NL_GROSPAYX[1]*What is the amount of {B_CC.UNIT2.PERSON[1].NAME}’s last pay as shown on the record?
$______
NL_SALARYX[1] *Based on the record(s), how much did {B_CC.UNIT2.PERSON[1].NAME} receive in wages and
salaries (before deductions) for all jobs in the past 12 months?
$ _________
NL_HOW[1] Can you tell me a little more about this item? The receipt(s)/record(s) show(s) that
{B_CC.UNIT2.PERSON[1].NAME} received wages or salary, but you did not report this last week.
There are many possible reasons for this. Is it for any of the following reasons? You may select
all that apply.
[SHOWCARD 3]
You said {NL_HOW[1]}, can you tell me a little more about that?
NL_RSN[1]
_______________{ALLOW 300 CHARACTERS}
NL_CMNTS[1] *Provide any other comments or observations about the quality of this match.
_______________{ALLOW 300 CHARACTERS}
Section 22 – Income
95
Records Study Second Interview
DEBRIEFING QUESTIONS FOR RESPONDENT:
1. Approximately how long did you spend collecting and organizing your receipts?
_______ HOURS
2. [IF HOUSEHOLD>1]Did you gather any records or receipts from other household members or just
yourself?
1. Others
2. Just myself
3. How easy or difficult was it for you to find the receipts you needed for this interview?
1. Very easy
2. Easy
3. Somewhat easy,
4. Neither easy nor difficult,
5. Somewhat difficult, or
6. Difficult
7. Very difficult
4. How many of your expenditures were you able to gather receipts for?
1. All or most of them,
2. More than half, but not all of them
3. About half of them
4. Some of them, but less than half, or
5. None of them
5. Were there certain types of receipts that were difficult for you to gather?
1. YES (SPECIFY WHAT): _______________________________
2. NO
6. In general, how difficult or easy was it for you to understand your receipts and match them to the
expenses you reported in the first interview?
1. Very difficult,
2. Difficult
3. Somewhat difficult,
4. Neither easy nor difficult,
5. Somewhat easy, or
6. Easy
7. Very easy
7. If you had referred to these receipts during the first interview, do you think that your responses would
have been…
Debriefing
96
Records Study Second Interview
8.
9.
10.
11.
12.
1. Much more accurate,
2. Somewhat more accurate
3. Slightly more accurate,
4. About the same,
5. Slightly less accurate
6. Somewhat less accurate, or
7. Much less accurate
What do you usually do with paper bills or receipts that you receive? Would you say you tend to ….
1. Keep all or almost all receipts
2. Keep receipts for purchases over a certain amount
3. Keep receipts only for items you might want to return
4. Do not tend to keep receipts, or
5. Something else (SPECIFY)
When you keep receipts, for how long do you usually keep them?
1. Less than one month
2. More than one month but less than two months
3. More than two months but less than three months
4. More than three months
What do you usually do with bank or credit card statements that you receive? Would you say you tend
to ….
1. Keep all or almost all statements
2. Do not tend to keep statements, or
3. Something else (SPECIFY)
When you keep bank or credit card statements, for how long do you usually keep them?
1. Less than one month
2. More than one month but less than two months
3. More than two months but less than three months
4. More than three months
When you keep receipts or statements, where do you store them? Enter all that apply.
1. In your wallet, purse, or briefcase
2. In a box or bag
3. In a designated spot in my house or office
4. In a file cabinet
5. Not in any particular location
6. Somewhere else (SPECIFY)
Debriefing
97
Records Study Second Interview
13. What do you usually do with electronic or email receipts that you receive? Would you say you tend to ….
1. Save/keep all or almost all electronic receipts
2. Save/keep electronic receipts for purchases over a certain amount
3. Save/keep electronic receipts only for items you might want to return
4. Do not tend to save/keep electronic receipts, or
5. Something else (SPECIFY)
14. What do you usually do with electronic or email receipts that you receive? Would you say you tend to ….
1. Print them out and store a paper copy
2. Save an electronic file on your computer
3. Leave them in the website or email account to refer back to
4. Delete them
5. Something else (SPECIFY)
15. Do you use computer software or an Internet site to keep track of your expenses (e.g., Quicken,
Mint.com)?
1. YES – (SPECIFY)
2. NO
16. Do you use your checkbook register to keep track of expenses paid by check?
1. YES
2. NO
17. Overall, how organized are your receipts and records?
1. Very organized
2. Somewhat organized
3. Not at all organized
18. How likely would you be to gather your receipts and records if asked to do so for another interview?
1. Definitely would
2. Probably would
3. Probably would not
4. Definitely would not
19. What if you did not get paid for the interview? How likely would you be to gather these receipts and
records?
1. Definitely would
2. Probably would
3. Probably would not
4. Definitely would not
Debriefing
98
Records Study Second Interview
20. How likely would you be to maintain records if you agreed to do one of these interviews three months
from now?
1. Definitely would
2. Probably would
3. Probably would not
4. Definitely would not
I now have a few questions about the receipt and record portfolio or organizational box that I provided last
week.
21. Did you use the organizational box that was provided to you?
1. YES
2. NO
22. [IF NO] Why not? *ENTER ALL THAT APPLY.
1. RECEIPTS WERE ALREADY ORGANIZED
2. USED A DIFFERENT SYSTEM
3. DID NOT HAVE ENOUGH RECEIPTS TO BOTHER
4. DID NOT LIKE THE ORGANIZATION BOX
5. FORGOT
23. [IF USED] How helpful do you think the organizational box was in preparing for this interview?
1. Very helpful
2. Fairly helpful
3. A little helpful
4. Not at all helpful
24. Is there anything that would have made the organizational box more helpful?
[ALLOW 300 CHARACTERS]
25. Do you have any other comments about using receipts and records in this study?
[ALLOW 300 CHARACTERS]
26. Do you have any other comments about the process of matching your receipts and records to the
expenses you reported last week?
[ALLOW 300 CHARACTERS]
DEBRIEFING QUESTIONS FOR INTERVIEWER:
1. How difficult was it for the respondent to understand the interview.
1. Not difficult at all
Debriefing
99
Records Study Second Interview
2.
3.
4.
5.
Slightly difficult
Somewhat difficult
Quite difficult
Extremely difficult
2. Overall, how often did the respondent make in effort in trying to match and reconcile their receipts and
responses?
1. Never or almost never
2. Some of the time
3. About half of the time
4. Most of the time
5. Almost all of the time
3. In general, how difficult or easy was it for you to understand the receipts and map them to the expenses
the respondent reported in the first interview? Would you say it was…
1. Very difficult,
2. Difficult
3. Somewhat difficult,
4. Neither easy nor difficult,
5. Somewhat easy, or
6. Easy
7. Very easy
4. How would you rate the respondent’s effort in gathering receipts?
1. A great deal of effort
2. A fair amount of effort
3. A little effort
4. No effort at all
5. How difficult or easy did it appear to be for the respondent to use the receipts (s)he collected to validate
his/her reported expenditures?
1. Very difficult,
2. Difficult
3. Somewhat difficult,
4. Neither easy nor difficult,
5. Somewhat easy, or
6. Easy
7. Very easy
6. Which of the following types of receipts did the respondent have? Enter all that apply.
1. Hardcopy or point of purchase receipt
Debriefing
100
Records Study Second Interview
2.
3.
4.
5.
6.
7.
8.
9.
10.
Price tag
Credit card bill
Bank records – not including credit card bill (e.g. account summary)
Check book
Electronic receipt (e.g. purchase confirmation)
Email
Self‐created records (e.g. handwritten list, typed spreadsheet)
OTHER (SPECIFY)
NONE
7. How well were the receipts organized?
1. Extremely organized
2. Quite organized
3. Somewhat organized
4. Slightly organized
5. Not at all organized
8. Please record any other comments or observations about the respondent’s use of receipts.
[ALLOW 300 CHARACTERS]
9. Please record any other comments or observations about the process of matching records to
expenditures.
[ALLOW 300 CHARACTERS]
Debriefing
101
Records Study Second Interview
SHOWCARD1. Why respondent reported a different amount than what was shown on receipts
Amount on receipt was less:
1. I accidentally reported expenses that should go under a different category
2. I accidentally reported expenses that are from a different time period
3. I accidentally reported expenses that we did not have
4. The receipts do not show all the expenses in this category
5. One or more receipts is missing
Amount on receipt was more:
6. I did not report one or more expenses because I thought they fit under a different category
7. I did not report one or more expenses because I thought they were from a different time period.
8. I did not report one or more expenses because they were for somebody else
9. I forgot to report one or more expense because I don’t pay for them often
10. I forgot to report one or more expense because the amounts were very small
11. I forgot to report one or more expense for other reasons
12. The receipts include additional items that should not be counted
Other reasons:
13. This is not the most recent receipt
14. I could not remember so I guessed the amount
15. I had a general idea so I estimated or rounded the amount
16. I was thinking of a different item when I answered
17. One or more of my receipts is incorrect (WILL BE ASKED TO EXPLAIN)
18. I did not pay for the bill or expense
19. Other (WILL BE ASKED TO SPECIFY)
ShOWCARD2. Why respondent does not have a receipt for a reported category
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
I accidentally reported expenses that should go under a different category
I accidentally reported expenses that are from a different time period
I thought I had this expense, but I actually did not
I thought someone in my household had this expense, but they actually did not
Someone else purchased the item/received the bill
No receipt for such an expense (e.g. bought item from another person)
I never received/took the receipt
I lost the receipt
I did not keep the receipt
I did not gather the receipt for this interview
Other (WILL BE ASKED TO SPECIFY)
SHOWCARD3. Why respondent has a receipt for an unreported category
1.
2.
3.
4.
5.
6.
I did not know about it last week
I forgot about it because I do not usually pay this bill/expense
I forgot about it for other reasons
I reported it under a different category
I thought it was from a different time period
Other (WILL BE ASKED TO SPECIFY)
Debriefing
102
| File Type | application/pdf |
| Author | Emily Geisen |
| File Modified | 2011-01-07 |
| File Created | 2011-01-07 |