Quarterly Interview

CEQ July 2016 CAPI Inst. Req’ts – Incentives/Outlet Test

Consumer Expenditure CEQ Survey July 2016 Instrument Requirements

SCIF changes

CEQ Section	CEQ CAPI Variable	Change Detail	201502 Wording/Specification	201607 Wording/Specification
SCIF	QTYPE UPDATED 11/4/15	Set all Interview 1 cases in interview periods 201607 through 201512 to one of 4 values (including blank)	QTYPE=Blank for all cases	For interview periods 201607, 201608, 201609, 201610, 201611, AND 201612, DSMD should split all new interview 1 cases into 4 equal groups: Blank = no incentive/normal interview 1 = $5 Token + $40 Advance Debit + $20 post-record debit 2 = NO Token + $40 Advance Debit + $20 post-record debit 3 = $5 Token + $40 Advance Debit + NO post-record debit This flag should be copied to spawns and also carried forward throughout the case’s time in sample.
SCIF	New flag QTYPE2	Create a new flag on the SCIF to be assigned to all 4th interviews in interview periods 201607 through 201609	N/A – this flag did not previously exist	Create a new flag called QTYPE2. For interview periods 201607, 201608, and 201609, DSMD should split all 4th interviews (INTNMBR=4) into 2 equal groups and assign one of the following flags to each group: 1 = “last” question wording 2 = “most” question wording
SCIF	New flag PIN_FLAG UPDATED 11/4/15	Create a new flag on the SCIF to be assigned to 2nd interview cases for interview periods 201610 through 201703	N/A – this flag did not previously exist	Create a new flag called PIN_FLAG. In post-processing for interview periods 201607 through 201612/in creating input files for interview periods 201610 through 201703, for cases with QTYPE not blank and an OUTCOME=201 in INTNMBR=1, set the following: If QTYPE=1 OR 2 and R_USE=1, set PIN_FLAG=1 (completed debit card case with records) If QTYPE=1 OR 2 and R_USE ne 1, set PIN_FLAG=2 (completed debit card case without records) If QTYPE=3, set PIN_FLAG=3 (completed debit card case not eligible for records debit) This flag should NOT be copied to spawns but should be carried forward throughout the case’s time in sample.

FRONT changes

CEQ Section	CEQ CAPI Variable	Change Detail	201502 Wording/Specification	201607 Wording/Specification
FRONT	GENINTRO	Update skip instructions for 1st interviews for the incentives test (changes in RED):	Do not read as worded below Identify yourself – show ID ^Genintro Introduce survey ^Genintro3 The Household address is ^Rt20hno ^Rt20hnosuf ^Rt20strname ^Rt20unitdes Read if necessary: I am (your name) from the US Census Bureau. Here is my identification card. We are conducting a Consumer Expenditure Survey for the Bureau of Labor Statistics. I have some questions I would like to ask you. Did you receive our letter? Yes No Skip instructions: 1: goto INTROB 2: goto GIVE_LETTER 3: exit block and goto BCOVERAGE.NONTYP	Do not read as worded below Identify yourself – show ID ^Genintro Introduce survey ^Genintro3 The Household address is ^Rt20hno ^Rt20hnosuf ^Rt20strname ^Rt20unitdes Read if necessary: I am (your name) from the US Census Bureau. Here is my identification card. We are conducting a Consumer Expenditure Survey for the Bureau of Labor Statistics. I have some questions I would like to ask you. Did you receive our letter? Yes No Skip instructions: 1: IF (INTNMBR=1 AND QTYPE=1, 2, or 3) goto RECVDEBT ELSE goto INTROB 2: goto GIVE_LETTER 3: exit block and goto BCOVERAGE.NONTYP
FRONT	GIVE_LETTER	Update skip instructions for 1st interviews for the incentives test (changes in RED):	Hand the respondent the letter Allow time to read Enter 1 to continue Skip instructions: goto INTROB	Hand the respondent the letter Allow time to read Enter 1 to continue Skip instructions: IF (INTNMBR=1 AND QTYPE=1, 2, or 3) goto RECVDEBT ELSE goto INTROB
FRONT	New variable RECVDEBT	New variable for 1st interviews with QTYPE=1, 2, or 3.	n/a	[Fill1: The letter you received should have included a debit card^Fill5, which is a token of appreciation from the Census Bureau for completing the interview.’ [Fill2: You should have also received a debit card^Fill5 as a token of appreciation from the Census Bureau for completing the interview.] [Fill3: Did anyone living at this address receive the debit card?] [Fill4: Did (READ NAMES) receive a debit card?] [Display roster for this CU] Yes No Fill1 instructions: If GENINTRO=1, fill Fill1 else leave blank. Fill2 instructions: If GIVE_LETTER=1, fill Fill2 else leave blank. Fill3 instructions: If case is NOT a spawned CU, fill Fill3 else leave blank. Fill4 instructions: If case IS a spawned CU, fill Fill4 else leave blank. Fill5 instructions: If QTYPE=1 or 3 fill “ and a five-dollar bill” else leave blank. Display roster fill instructions: If case IS a spawned CU display roster; else leave blank. Skip instructions: 1, REF: goto INTROB 2, DK: goto NOTRCV40
FRONT	New variable NOTRCV40	New variable asked if RECVDEBT=2 or DK	N/A	I’m sorry that you did not receive the debit card. Upon completion of the interview, we will send you another card in the amount of $40 as soon as possible. If you also receive the original card we sent, please destroy it since we will be deactivating it. Enter 1 to continue Skip instructions: goto RCRDNM40
FRONT	RCRDNM40	New variable asked if RECVDEBT=2 or DK	N/A	Who would you like the replacement card addressed to? Skip instructions: 100 characters, DK, REF: goto INTROB

CEINTRO changes

CEQ Section	CEQ CAPI Variable	Change Detail	201502 Wording/Specification	201607 Wording/Specification
CEINTRO	BCEINTRO UPDATED 11/4/15	Update block instructions to incorporate questions to be asked of returning cases flagged for the incentives test in interview 2 prior to the CEINTRO question	Universe: (BAdmin.ExitInterview <> 1) AND (BAdmin.ReplaceSpawn <> 1) AND (BFront.Start= 1 or 2) AND (BFront.INTROB ne 2-6)	Universe: (BAdmin.ExitInterview <> 1) AND (BAdmin.ReplaceSpawn <> 1) AND (BFront.Start= 1 or 2) AND (BFront.INTROB ne 2-6) Block instructions: IF (INTNMBR=2 AND PIN_FLAG=1, 2 or 3) goto DEBT40 ELSE goto CEINTRO
CEINTRO	DEBT40	New variable asked of 2ND interviews with PIN_FLAG=1, 2, or 3	N/A	After completing the last interview in ^REF_MONTH, we gave you the PIN for a $40 debit card. Did you have any problems using that card? Enter all that apply, separate with commas No problems Have not received the card Have not used the card ATM did not accept the debit card Store did not accept the debit card Forgot PIN PIN did not work Instructions were not clear Instructions were lost Lost or misplaced debit card Other – specify Don’t know Skip instructions: 0-2, 9: IF 0, 1, 2, or 9 is selected with any other answer list option then goto CK_DEBT40 ELSEIF PIN_FLAG=1 goto DEBT20 ELSE goto CE_INTRO 3-8, 10-11: IF 10 is selected goto DEBT40SP ELSEIF PIN_TYPE=1 goto DEBT20 ELSE goto CE_INTRO REF: IF PIN_TYPE=1 goto DEBT20 ELSE goto CE_INTRO
CEINTRO	DEBT40SP	New variable	N/A	Specify: Skip instructions: IF PIN_TYPE=1 goto DEBT20 ELSE goto CE_INTRO
CEINTRO	DEBT20	New variable asked if INTNMBR=2 and PIN_FLAG=1	N/A	After the last interview in ^REF_MONTH, we sent you a debit card for $20. Did you have any problems using the card? Enter all that apply, separate with commas No problems Have not received the card Have not used the card ATM did not accept the debit card Store did not accept the debit card Forgot PIN PIN did not work Instructions were not clear Instructions were lost Lost or misplaced debit card Other – specify Don’t know Skip instructions: 0-2, 9: IF 0, 1, 2, or 9 is selected with any other answer list option then goto CK_DEBT40 ELSEIF 1 or 9 is selected goto NOTRCV20 ELSE goto CE_INTRO 3-8, 10-11: IF 10 is selected goto DEBT20SP ELSE goto CE_INTRO REF: goto CE_INTRO
CEINTRO	DEBT20SP	New variable asked if DEBT20=10	N/A	Specify: Skip instructions: goto CE_INTRO
CEINTRO	New variable NOTRCV20	New variable asked if DEBT20=1 or 9	N/A	I’m sorry that [fill1: you have not received the card/the original debit card we sent you was misplaced]. We will send you a replacement card in the amount of $20 as soon as possible. If the original card [fill2: arrives/is found], please destroy it since we will be deactivating it. Enter 1 to continue Fill1 instructions: If DEBT20=1 fill “you have not received the card” If DEBT20=9 fill “the original debit card we sent you was misplaced” Fill2 instructions: If DEBT20=1 fill “arrives“ If DEBT20=9 fill “is found” Skip instructions: goto RCRDNM20
CEINTRO	RCRDNM20	New variable asked if DEBT20=1 or 9	N/A	Who would you like the replacement card addressed to? Skip instructions: 100 characters, DK, REF: goto CEINTRO
CEINTRO	CE_INTRO	Add fill for incentive test cases receiving debit cards (changes in red)	As we start, please understand that we ask the same topics of everybody we talk to. I realize some of these questions may not apply to your household. Most questions that I will be asking refer to a specific time period. During this interview, the time period, unless I state otherwise is for the past three months, that is, from the 1st day of ^REF_MONTH to today. Most of my questions are about expenses your household had or bills you’ve received. You will find it helpful to have your checkbook register, credit card statements, and other records as you answer the questions. Enter 1 to continue Skip instructions: goto BUSCREEN	As we start, please understand that we ask the same topics of everybody we talk to. I realize some of these questions may not apply to your household. Most questions that I will be asking refer to a specific time period. During this interview, the time period, unless I state otherwise is for the past three months, that is, from the 1st day of ^REF_MONTH to today. Most of my questions are about expenses your household had or bills you’ve received. You will find it helpful to have your checkbook register, credit card statements, and other records as you answer the questions. ^Debit Enter 1 to continue Debit fill instructions: If (INTNMBR=2 AND PIN_FLAG=1,2, or 3) fill “Please do not include any purchases made with the debit ^CARDS we have sent you.” CARDS fill instructions: If INTNMBR=2 and PIN_FLAG=1, fill “cards” else fill “card” Skip instructions: goto BUSCREEN

Section 4C changes

CEQ Section	CEQ CAPI Variable	Change Detail	201502 Wording/Specification	201607 Wording/Specification
4C	INTDESC	Update skip instructions for outlet test questions for 4th interviews in interview periods 201607 through 201609 (changes in red)	What was the expense for? Skip instructions: goto INTMO	What was the expense for? Skip instructions: If (INTNMBR=4 AND UTI_ITEM=3 AND INTPER=201607, 201608, or 201609) goto INTCOMP ELSE goto INTMO
4C	INTCOMP	New question for 4th interviews in interview periods 201607 through 201609 if UTI_ITEM=3	N/A	Ask if not apparent: What is the name of the company providing the internet service? Skip instructions: 30 characters, DK, REF: goto INTMO

Section 6B changes

CEQ Section	CEQ CAPI Variable	Change Detail	201502 Wording/Specification	201607 Wording/Specification
6B	INSTLSCR	Update skip instructions to account for outlet test questions when INTNMBR=4, ITEM=21, and INTPER= 201607, 201608, or 201609 (changes in red)	Were there any additional charges for installation or set-up? Yes No Skip instructions: 1: goto INSTLLEX 2, DK, REF: goto MORE	Were there any additional charges for installation or set-up? Yes No Skip instructions: 1: goto INSTLLEX 2, DK, REF: If (ITEM=21 AND INTNMBR=4 AND INTPER=201607, 201608, or 201609) goto TVSTORE ELSE goto MORE
6B	INSTLLEX	Update skip instructions to account for outlet test questions when INTNMBR=4, ITEM=21, and INTPER= 201607, 201608, or 201609 (changes in red)	How much? Skip instructions: 1-99999: If INSTLLEX lt 40 or gt 1000 then goto ERR1_INSTLLEX ELSE goto MORE DK, REF: goto MORE	How much? Skip instructions: 1-99999: If INSTLLEX lt 40 or gt 1000 then goto ERR1_INSTLLEX ELSE If (ITEM=21 AND INTNMBR=4 AND INTPER=201607, 201608, or 201609) goto TVSTORE ELSE goto MORE DK, REF: If (ITEM=21 AND INTNMBR=4 AND INTPER=201607, 201608, or 201609) goto TVSTORE ELSE goto MORE
6B	TVSTORE	New variable asked of 4th interviews in interview periods 201607, 201608, and 201609 for ITEM=21	N/A	Where did you purchase this television? Enter store, website, or company name. If purchased from a private individual, enter “private individual.” Store instructions: If ENTRY ends with “.com”, “.Com”, “.cOm”, “.coM”, “.COm", “.CoM”, “.cOM”, or “.COM”, then set TVPURCH=1 Skip instructions: 30 characters: if ENTRY ends with “.com”, “.Com”, “.cOm”, “.coM”, “.COm", “.CoM”, “.cOM”, or “.COM”, then goto MORE ELSE goto TVPURCH DK, REF: goto MORE
6B	TVPURCH	New variable asked of 4th interviews in interview periods 201607, 201608, and 201609 for ITEM=21 if text entry does not end in some variation of “.com”	N/A	Ask if not apparent: Was this purchased online or in-person? Online In person Skip instructions: 1, DK, REF: goto MORE 2: goto TVPURLOC
6B	TVPURLOC	New variable asked if TVPURCH=2	N/A	Where is [fill: TVSTORE] located? Enter city and state TVSTORE fill instructions: Fill entry from TVSTORE Skip instructions: 200 characters, DK, REF: goto MORE

Section 9A changes

CEQ Section	CEQ CAPI Variable	Change Detail	201502 Wording/Specification	201607 Wording/Specification
9A	CLOCMBA_S	Update skip instructions to account for outlet test questions when INTNMBR=4, CLA_ITEM=110 or 120, and INTPER= 201607, 201608, or 201609 (changes in red)	Enter ‘C’ for a combined expense Skip instructions: C: goto COMBCODE EMPTY: goto MORE	Enter ‘C’ for a combined expense Skip instructions: C: goto COMBCODE EMPTY: If (INTNMBR=4 AND (CLA_ITEM=110 or 120) AND (INTPER=201607, 201608, or 201609) goto CLASTORE ELSE goto MORE
9A	CLOCMBA	Update skip instructions to account for outlet test questions when INTNMBR=4, CLA_ITEM=110 or 120, and INTPER= 201607, 201608, or 201609 (changes in red)	What other clothing is ^CLODESCA combined with? Enter all that apply, separate with commas. Coats, jackets, or furs Sport coats, tailored jackets, or blazers Suits Vests Shirts, sweaters, blouses, or tops Pants, jeans, or shorts Dresses Skirts Undergarments Hosiery Nightwear or loungewear Accessories Swimsuits or warm-up or ski suits Uniforms, for which the cost is not reimbursed Costumes Footwear, including athletic footwear Diapers Layettes Watches Jewelry Misc. combined (unable to specify/DK) Skip instructions: goto MORE	What other clothing is ^CLODESCA combined with? Enter all that apply, separate with commas. Coats, jackets, or furs Sport coats, tailored jackets, or blazers Suits Vests Shirts, sweaters, blouses, or tops Pants, jeans, or shorts Dresses Skirts Undergarments Hosiery Nightwear or loungewear Accessories Swimsuits or warm-up or ski suits Uniforms, for which the cost is not reimbursed Costumes Footwear, including athletic footwear Diapers Layettes Watches Jewelry Misc. combined (unable to specify/DK) Skip instructions: If (INTNMBR=4 AND (CLA_ITEM=110 or 120) AND (INTPER=201607, 201608, or 201609) goto CLASTORE ELSE goto MORE
9A	CLASTORE	New variable asked of 4th interviews in interview periods 201607, 201608, and 201609 for CLA_ITEM=110 or 120	N/A	Where did you purchase this ^CLODESCA? Enter store, website, or company name. If purchased from a private individual, enter “private individual.” Store instructions: If ENTRY ends with “.com”, “.Com”, “.cOm”, “.coM”, “.COm", “.CoM”, “.cOM”, or “.COM”, then set CLAPURCH=1 Skip instructions: 30 characters: if ENTRY ends with “.com”, “.Com”, “.cOm”, “.coM”, “.COm", “.CoM”, “.cOM”, or “.COM”, then goto MORE ELSE goto CLAPURCH DK, REF: goto MORE
9A	CLAPURCH	New variable asked of 4th interviews in interview periods 201607, 201608, and 201609 for CLA_ITEM=110 or 120 if text entry does not end in some variation of “.com”	N/A	Ask if not apparent: Was this purchased online or in-person? Online In person Skip instructions: 1, DK, REF: goto MORE 2: goto CLPURLOC
9A	CLPURLOC	New variable asked if CLAPURCH=2	N/A	Where is [fill: CLASTORE] located? Enter city and state CLASTORE fill instructions: Fill entry from CLASTORE Skip instructions: 200 characters, DK, REF: goto MORE

Section 12C changes

CEQ Section	CEQ CAPI Variable	Change Detail	201502 Wording/Specification	201607 Wording/Specification
12C	VOPDIES	Update skip instructions to account for outlet test questions when INTNMBR=4 and INTPER= 201607, 201608, or 201609 (changes in red)	Was any of this expense for diesel fuel? Yes No Skip instructions: 1: goto VOPDIESX 2, DK, RF: If BCEINTRO.BUSCREEN=2 goto VOPOIL ELSE goto VOPBSNS	Was any of this expense for diesel fuel? Yes No Skip instructions: 1: goto VOPDIESX 2, DK, RF If BCEINTRO.BUSCREEN=2 AND (INTNMBR=4 AND INTPER=201607, 201608, or 201609) goto GASLOC ELSEIF BCEINTRO.BUSCREEN=2 goto VOPOIL ELSE goto VOPBSNS
12C	VOPDIESX	Update skip instructions to account for outlet test questions when INTNMBR=4 and INTPER= 201607, 201608, or 201609 (changes in red)	How much? Skip instructions: 1-9999: IF (VOPDIESX lt 5 or gt 400) then goto ERR1_VOPDIESX ELSEIF (VOPDIESX gt VOPGASX) then goto CK_VOPDIESX ELSEIF BCEINTRO.BUSCREEN=2 then goto VOPOIL ELSE goto VOPBSNS DK, RF: IF BCEINTRO.BUSCREEN=2 then goto VOPOIL ELSE goto VOPBSNS	How much? Skip instructions: 1-9999: IF (VOPDIESX lt 5 or gt 400) then goto ERR1_VOPDIESX ELSEIF (VOPDIESX gt VOPGASX) then goto CK_VOPDIESX ELSEIF BCEINTRO.BUSCREEN=2 AND (INTNMBR=4 AND INTPER=201607, 201608, or 201609) goto GASLOC ELSEIF BCEINTRO.BUSCREEN=2 then goto VOPOIL ELSE goto VOPBSNS DK, RF: IF BCEINTRO.BUSCREEN=2 AND (INTNMBR=4 AND INTPER=201607, 201608, or 201609) goto GASLOC ELSEIF BCEINTRO.BUSCREEN=2 then goto VOPOIL ELSE goto VOPBSNS
12C	VOPBSNS	Update skip instructions to account for outlet test questions when INTNMBR=4 and INTPER= 201607, 201608, or 201609 (changes in red)	Was any of the AVERAGE MONTHLY cost counted as a business expense? Yes No Skip instructions: 1: goto VOPBSPER 2, DK, REF: goto VOPOIL	Was any of the AVERAGE MONTHLY cost counted as a business expense? Yes No Skip instructions: 1: goto VOPBSPER 2, DK, REF: IF (INTNMBR=4 AND INTPER=201607, 201608, or 201609) goto GASLOC ELSE goto VOPOIL
12C	VOPBSPER	Update skip instructions to account for outlet test questions when INTNMBR=4 and INTPER= 201607, 201608, or 201609 (changes in red)	What percentage of the AVERAGE MONTHLY COST was counted as a business expense? Skip instructions: 1-99, DK, RF: goto VOPOIL 100: goto ERR2_VOPBSPER	What percentage of the AVERAGE MONTHLY COST was counted as a business expense? Skip instructions: 1-99, DK, RF: IF (INTNMBR=4 AND INTPER=201607, 201608, or 201609) goto GASLOC ELSE goto VOPOIL 100: goto ERR2_VOPBSPER
12C	GASLOC	New variable asked of 4th interviews in interview periods 201607, 201608, and 201609 if VOPGASX ne 0, REF	N/A	From ^REF_MONTH through ^LAST_MONTH, where did ^YOU_YRCU ^Qtypefill purchase gas? Enter city and state Qtypefill instructions: If QTYPE2=1, fill “last” If QTYPE2=2, fill “most frequently” Skip instructions: 200 characters, DK, REF: goto VOPOIL

Section 17 changes

CEQ Section	CEQ CAPI Variable	Change Detail	201502 Wording/Specification	201607 Wording/Specification
17	SUBEXPX	Update skip instructions to account for outlet test questions when INTNMBR=4, ITEM=11, and INTPER= 201607, 201608, or 201609 (changes in red)	^SUBEXPX_fill ^SHIPHANDL ^Ticketservfee Skip instructions: If (ITEM=1 or 2 and AMOUNT lt 5 or gt 1060) OR (ITEM=3 and AMOUNT lt 6 or gt 750) OR (ITEM=4 and AMOUNT lt 800 or gt 10,000) OR (ITEM=5 and AMOUNT lt 5 or gt 300) OR (ITEM=6 and AMOUNT lt 5 or gt 300) OR (ITEM=7 and AMOUNT lt 5 or gt 300) OR (ITEM=8 and AMOUNT lt 5 or gt 1200) OR (ITEM=9 and AMOUNT lt 5 or gt 2500) OR (ITEM=10 and AMOUNT lt 5 or gt 720) OR (ITEM=11 and AMOUNT lt 5 or gt 320) OR (ITEM=12 and AMOUNT lt 5 or gt 250) OR (ITEM=13 and AMOUNT lt 7 or gt 145) OR (ITEM=14 and AMOUNT lt 7 or gt 145) OR (ITEM=15 and AMOUNT lt 5 or gt 300) OR (ITEM=16 and AMOUNT lt 5 or gt 100) OR (ITEM=17 and AMOUNT lt 5 or gt 150) OR (ITEM=18 and AMOUNT lt 1 or gt 250) OR (ITEM=19 and AMOUNT lt 1 or gt 100) OR (ITEM=20 and AMOUNT lt 1 or gt 209) OR (ITEM=21 and AMOUNT lt 5 or gt 150) OR (ITEM=22 and AMOUNT lt 1 or gt 100) OR (ITEM=23 and AMOUNT lt 8 or gt 200) OR (ITEM=24 and AMOUNT lt 8 or gt 390) OR (ITEM=25 and AMOUNT lt 1 or gt 30) OR (ITEM=26 and AMOUNT lt 1 or gt 50) then goto ERR1_AMOUNT ELSEIF ITEMCODEOUT and the entry in AMOUNT for this record are equal to any records data on the pre-chart/Input then goto ERR_DUP ELSEIF ITEM=18, 20, 21, 22, or 25, goto C ELSE goto MORE	^SUBEXPX_fill ^SHIPHANDL ^Ticketservfee Skip instructions: If (ITEM=1 or 2 and AMOUNT lt 5 or gt 1060) OR (ITEM=3 and AMOUNT lt 6 or gt 750) OR (ITEM=4 and AMOUNT lt 800 or gt 10,000) OR (ITEM=5 and AMOUNT lt 5 or gt 300) OR (ITEM=6 and AMOUNT lt 5 or gt 300) OR (ITEM=7 and AMOUNT lt 5 or gt 300) OR (ITEM=8 and AMOUNT lt 5 or gt 1200) OR (ITEM=9 and AMOUNT lt 5 or gt 2500) OR (ITEM=10 and AMOUNT lt 5 or gt 720) OR (ITEM=11 and AMOUNT lt 5 or gt 320) OR (ITEM=12 and AMOUNT lt 5 or gt 250) OR (ITEM=13 and AMOUNT lt 7 or gt 145) OR (ITEM=14 and AMOUNT lt 7 or gt 145) OR (ITEM=15 and AMOUNT lt 5 or gt 300) OR (ITEM=16 and AMOUNT lt 5 or gt 100) OR (ITEM=17 and AMOUNT lt 5 or gt 150) OR (ITEM=18 and AMOUNT lt 1 or gt 250) OR (ITEM=19 and AMOUNT lt 1 or gt 100) OR (ITEM=20 and AMOUNT lt 1 or gt 209) OR (ITEM=21 and AMOUNT lt 5 or gt 150) OR (ITEM=22 and AMOUNT lt 1 or gt 100) OR (ITEM=23 and AMOUNT lt 8 or gt 200) OR (ITEM=24 and AMOUNT lt 8 or gt 390) OR (ITEM=25 and AMOUNT lt 1 or gt 30) OR (ITEM=26 and AMOUNT lt 1 or gt 50) then goto ERR1_AMOUNT ELSEIF ITEMCODEOUT and the entry in AMOUNT for this record are equal to any records data on the pre-chart/Input then goto ERR_DUP ELSEIF ITEM=18, 20, 21, 22, or 25, goto C ELSEIF INTNMBR=4 AND (INTPER=201607, 201608, or 201609) AND ITEM=11, goto TICSTORE ELSE goto MORE
17	TICSTORE	New variable asked of 4th interviews in interview periods 201607, 201608, and 201609 for ITEM=11	N/A	Where did you purchase these tickets? Enter store, website, or company name. If purchased from a private individual, enter “private individual.” Store instructions: If ENTRY ends with “.com”, “.Com”, “.cOm”, “.coM”, “.COm", “.CoM”, “.cOM”, or “.COM”, then set TICPURCH=1 Skip instructions: 30 characters: if ENTRY ends with “.com”, “.Com”, “.cOm”, “.coM”, “.COm", “.CoM”, “.cOM”, or “.COM”, then goto MORE ELSE goto TICPURCH DK, REF: goto MORE
17	TICPURCH	New variable asked of 4th interviews in interview periods 201607, 201608, and 201609 for ITEM=11 if text entry does not end in some variation of “.com”	N/A	Ask if not apparent: Was this purchased online or in-person? Online In person Skip instructions: 1, DK, REF: goto MORE 2: goto TICLOC
17	TICLOC	New variable asked if TICPURCH=2	N/A	Where is [fill: TICSTORE] located? Enter city and state TICSTORE fill instructions: Fill entry from TICSTORE Skip instructions: 200 characters, DK, REF: goto MORE

BACK changes

CEQ Section	CEQ CAPI Variable	Change Detail	201502 Wording/Specification	201607 Wording/Specification
BACK	New variable CARDPIN	New question for 1st interviews with QTYPE=1-3 to be asked of completed interviews prior to DK_CHECK	N/A	The letter we mailed you indicated that we would provide you with the PIN number for the debit card upon completion of the interview. Since we have now completed the interview, I can inform you that the PIN number is the last 4 digits of the card number. Enter 1 to continue Skip instructions: IF QTYPE=1 or 2 goto R_USE ELSE goto DK_CHECK
BACK	New variable R_USE	New FR question for 1st interview cases with QTYPE=1 or 2 on whether the respondent(s) used or referred to any records during the course of the interview	N/A	Did the respondent(s) refer to at least one record or receipt – either paper or digital – during the interview? Yes No Skip instructions: 1: goto CARDNAME 2: goto DK_CHECK
BACK	New variable CARDNAME	New question if R_USE=1 to pick up the name the $20 debit card should be addressed to (1st interview cases with QTYPE=1 or 2 AND RUSE=1)	N/A	The letter we mailed you also indicated that you would receive an additional $20 debit card for using any records during this interview. We will mail this debit card to ^YOU_YRCU within the next month. Who would you like this addressed to? Skip instructions: 100 characters, DK, RF: goto DK_CHECK
BACK	USERECS	Change response options by removing percentages and rewording the remaining descriptions on items 3 and 4 (changes in red)	In this interview, how often did the respondent consult records? Always or almost always (90% of the time or more) Most of the time (50% to 89% of the time) Occasionally (10% to 49% of the time) Never or almost never (less than 10% of the time) Skip instructions: 1-3: goto TYPERECS 4: goto HOMEFILE	In this interview, how often did the respondent consult records? Always or almost always Most of the time Occasionally or used at least one record Never - no records used Skip instructions: 1-3: goto TYPERECS 4: goto HOMEFILE
BACK	TYPERECS	Update skip instructions due to deletion of REC_SECT, addition of new question RSECTN , and changes to the response options (changes in red) Updates to response options (changes in red) – Deleting the ‘none’ option Rewording #4 to “Receipts or email receipts” Changing the “of” in #6 to “or” Rewording #7 to “Credit card, bank, or online bill-paying statements” Adding “pay stub” as #8 and renumbering “other – specify” to #9	What types of bills, receipts, or records did the respondent(s) use to answer expenditure questions? Enter all that apply, separate with commas. Bills Checkbook ledger or check stubs Personal finance or budgeting software records Receipts of purchase (e.g., sales slips) Home file (provided by Census Bureau) Contracts of agreements Bank statements or online bill-paying statements Other – specify None Skip instructions: 1-7: goto RECT_SEC 8: goto SPECRECS 9: If 9 is selected with any other answer list option, then goto CK_TYPERCS else goto HOMEFILE	What types of bills, receipts, or records did the respondent(s) use to answer expenditure questions? Enter all that apply, separate with commas. Bills Checkbook ledger or check stubs Personal finance or budgeting software records Receipts or email receipts Home file (provided by Census Bureau) Contracts or agreements Credit card, bank, or online bill-paying statements Pay stub Other – specify Skip instructions: 1-8: goto RSECTN 9: goto SPECRECS
BACK	SPECRECS	Update skip instructions due to deletion of REC_SECT and addition of new question RSECTN (changes in red)	Specify: Skip instructions: goto RECT_SEC	Specify: Skip instructions: goto RSECTN
BACK	RECT_SEC	Delete variable (replacing with RSECTIONS)	Which of these sections did the respondent(s) use bills, receipts, or other resources to answer expenditure questions? Enter all that apply, separate with commas Sections 2 and 3 Housing – rent, mortgage, home equity loans Section 4 Utilities/Communications (electricity, heating, telephone, cable, internet) Section 6 Appliances Section 8 Home Furnishings Section 9 Clothing Section 10, 11, and 12 Vehicle Expenses Section 13 and 14 Insurance Section 15 Medical/Health Expenses Section 18 Trips and Vacations Section 21 Work Experience and Income Skip instructions: goto HOMEFILE	Delete variable
BACK	RSECTN	New variable to replace RECT_SEC	N/A	Which of these sections did the respondent(s) use bills, receipts, or other resources to answer expenditure questions? Enter all that apply, separate with commas Section 1 General Housing Characteristics Section 2 Rented Living Quarters Section 3 Owned Living Quarters & Other Owned Real Estate Section 4 Utilities and Fuels Section 5 Construction, Repairs, Alterations, and Maintenance of Property Section 6 Appliances, Household Equipment, and Other Selected Items Section 7 Household Item Repairs, Service Contracts, and Extended Warranties Section 8 Home Furnishings and Related Household Items Section 9 Clothing and Clothing Services Section 10 Rented and Leased Vehicles Section 11 Owned Vehicles Section 12 Vehicle Operating Expenses Section 13 Insurance Other than Health Section 14 Health Insurance Section 15 Medical and Health Expenses Section 16 Educational Expenses Section 17 Subscriptions, Memberships, Books, and Entertainment Expenses Section 18 Trips and Vacations Section 19 Miscellaneous Expenses Section 20 Expense Patterns for Selected Goods and Services Section 21 Work Experience and Income Section 22 Assets and Liabilities Skip instructions: goto HOMEFILE

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