Form 1 Questions and Protocol

Generic Clearance for Questionnaire Pretesting Research

Enclosure 3 Cognitive Interview Protocol

American Housing Survey Cognitive Interviews

OMB: 0607-0725

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AHS 2025 Cognitive Testing – Protocol


Section I – Introduction


[Note for Interviewer: Have your camera on when you begin the Microsoft Teams meeting]


Hello, my name is [NAME OF COGNITIVE INTERVIEWER] and I work for the Census Bureau. It’s nice to meet you and thank you very much for helping us out today.


IF PARTICIPANT’S CAMERA IS NOT ON:


If you can, please turn your camera on. We would like to use the camera on Teams so we can see you.


[Wait for Participant to turn on camera]


[If Participant cannot turn on camera, proceed with the interview without video]

Let me begin by telling you a little more about what we’ll be doing today. The United States Census Bureau counts the population in the U.S and also conducts various kinds of surveys.

Today, with your help, we will be testing some new questions that were developed for a national survey called the American Housing Survey. I will ask you the survey questions and you’ll answer the questions based on your real life situation.

Our goal here is to get a better idea how well the new questions work with people such as yourself before we actually use them in the survey. So, the purpose of our session today is to collect information on how these new questions work for you. Your experience will be very useful for helping make sure these questions will make sense to other people.



Do you have any questions before we begin?”


[Wait for questions, then proceed]


Section II – Interview Consent


Prior to today, you were emailed a consent form providing information about your rights as a participant.


Just as a reminder, the consent form explains a little bit about the purpose of this study, which is to test questions for the American Housing Survey. The document provides information about your rights as a participant, such as that all information you provide is confidential and we won’t use your name or specific circumstances in any report. It also asks for your permission to have this session recorded.

 

Did you receive the email and if so, were you able to take a look at the consent form?


IF PARTICIPANT SAYS YES (DID RECEIVE EMAIL AND DID LOOK AT CONSENT FORM):


[Skip To “Do You Have Any Questions” below. Do Not Resend Consent Form. Do Not Read Consent Form Out Loud.)


IF PARTICIPANT SAYS NO (DID NOT RECEIVE THE EMAIL AND/OR DID NOT LOOK AT CONSENT FORM):


That’s ok. I can resend it to you now to take a look at. Are you able to check your email if I send it to you?


IF PARTICIPANT SAYS YES (CAN ACCESS THEIR EMAIL)


[Resend Participant the consent form and ensure they receive it. Ensure they look at it]


[Once Participant receives and looks at consent form, Skip to “Do You Have Any Questions” below. Do Not Read Consent Form Out Loud.)


IF PARTICIPANT SAYS NO (CANNOT ACCESS THEIR EMAIL)


That’s no problem. I can read you the information from the consent form now.

Each year the Census Bureau conducts many different surveys. The Census Bureau routinely tests the questions used on these surveys to produce the best information possible.

By agreeing to participate, you consent to take part in a study to improve the questions that will be used in the American Housing Survey. To have a complete record of all comments, the interview session will be recorded. The Census Bureau plans to use the recordings to improve the questionnaire. Staff directly involved in the questionnaire design research project will have access to the recordings. Participation is voluntary and answers will remain strictly confidential.

The U.S. Census Bureau is conducting this voluntary study on behalf of the U.S. Department of Housing and Urban Development (HUD) under the authority of 12 U.S.C. Sections 1701z-1, 1701z-2(g), and 1701z-10a, and 13 U.S.C, Section 8(b). Federal law requires that your answers are kept confidential (13 U.S.C. Section 9). Information provided to us may be shared for the work-related purposes in this statement, as identified in the Privacy Act System of Records Notice COMMERCE/Census -3, Demographic Survey Collection (Census Bureau Sampling Frame). The Census Bureau can use your responses only to produce statistics and is not permitted to publicly release your responses in a way that could identify you, your business, organization, or institution.

Additionally, per the Federal Cybersecurity Enhancement Act of 2015, your data are protected from cybersecurity risks through screening of the systems that transmit your data.

This collection has been approved by the Office of Management and Budget (OMB). This eight-digit OMB approval number, 0607-0725, confirms this approval and expires on 12/31/2025. Without this approval, we could not conduct this study.

I have read and understand the statements above. I have agreed to participate in this Census Bureau questionnaire design study, and I give permission for my recordings to be used for the purposes stated above.



PARTICIPANT SAID YES, THEY DID RECEIVE THE ORIGINAL EMAIL AND DID LOOK AT CONSENT FORM:

or

ONCE PARTICIPANT SAYS YES, THEY DID RECEIVE THE RESENT EMAIL AND WERE ABLE TO LOOK AT CONSENT FORM:

or

ONCE INTERVIEWER HAS FINISHED READING THE CONSENT FORM TO THE PARTICIPANT OUT LOUD:


Did you have any questions about the consent form?


[Wait for and answer any questions]


Okay, I will begin the recording now.


TURN ON SNAGIT RECORDER


Okay, great. For our purposes, we need to capture your consent orally on the recording. Please state, “I give consent to participate in this research and to be recorded.”


[Wait for Participant to give consent]

 

Thank you for that. Okay, let’s begin.

























Section III – Cognitive Interview


READ: For the upcoming questions, I am interested in your answers, but I am also interested in the process you go through in your mind when you answer the questions. So, I’d like you to think aloud as you answer the questions, just tell me everything you are thinking about as you go about answering each question. From time to time, I’ll ask you some questions about your answers, or about the questions themselves.


THINK-ALOUD PRACTICE


Let’s begin with a practice question. Remember to try to think aloud as you answer.


Practice Question 1. How many windows are there in the house or apartment where you live? WINDOWS _____________


[IF NEEDED:] Try to visualize the place where you live and think about how many windows there are in that place. As you count up the windows, tell me what you are seeing and thinking about.


PROBES:

  • Keep talking

  • How did you come up with that answer?

  • Tell me more about that. Why did you say [ANSWER]?

  • I noticed that you hesitated. Tell me what you were thinking.


Okay, let’s get started. Please answer the questions as you would if an interviewer had come to your home. I will now begin with the first set of questions in the survey.


NOTE TO Cognitive interviewer:

Start Interview. Note any problems /comments /questions / puzzled looks/exasperated sighs respondent has during the interview. When necessary, probe on these after the respondent answers the question.















Housing Unit, Demographics, & Other Context Modules


NOTE TO INTERVIEWER:

DO NOT PROBE THIS MODULE. ALLOW PARTICIPANT TO MOVE QUICKLY THROUGH THE THINK ALOUD. THIS MODULE IS NOT FOR FORMAL TESTING.


Ask Q1. NAME, Q2. AGE, and Q3. REL for 1st HH member (respondent). Then ask for next HH member. Repeat for every member of HH.


Once completed, proceed to Q4. TENURE.

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1. NAME Now I will ask you some questions about the people who live here.

What are the names of all persons living or staying here? Start with yourself.


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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2. AGE What is [your/NAME’s] age?


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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3. REL IF NOT RESPONDENT: How is [NAME] related to you?


  1. Spouse 7. Foster Child

  2. Unmarried Partner 8. Housemate/Roommate

  3. Child 9. Roomer/Boarder

  4. Grandchild 10. Other Non-relative

  5. Parent 11. DK

  6. Other relative (Aunt, Cousin, 12. Ref

Nephew, Mother-in-law, etc.)


NOTE TO INTERVIEWER: LOOP THROUGH ALL THE PEOPLE TO RECORD HOW THEY ARE RELATED TO THE RESPONDENT


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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4. TENURE Is your home…

(Read categories until “yes” reply is received)

  1. Owned or being bought by someone in your household?

  2. Rented?

  3. Occupied without payment of rent?



RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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5. OWNER In whose name or names is this home [fill with answer to TENURE]?

(Place an asterisk (*) next to owners’/renters’ name on Household Roster)


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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6. HTYPE Is this unit a house, an apartment, a manufactured/mobile home, or some other type of residence?

(Help text:

Housing Unit Definition: A housing unit is a house, apartment, group of rooms, or single room occupied or intended for occupancy as separate living quarters. Separate living quarters are those in which the occupants live separately from any other people in the structure and that have direct access from the outside of the structure or through a common hall, lobby, or vestibule that is used or intended for use by the occupants of more than one unit or by the general public. This means that the hall, lobby, or vestibule is not part of any unit but must be clearly separate from all units in the structure.


Examples:

If the household at the sampled address lives in an apartment connected to a house, has direct access to the apartment, and lives separately from the household in the main house, then HTYPE is (2), an apartment.


If the household at the sampled address lives in a house with an attached apartment, has direct access to the house, and lives separately from the household in the attached apartment, then HTYPE is (1), a house.


For housing units such as an apartment over a garage, attached to a house, or behind a store, janitor’s living quarters in an office building, or housing units in such structures as converted barns or sheds, mark `house’ if only 1 unit (counting both occupied and vacant units) is in the building. Otherwise, mark apartment.


Vacant Units: For vacant units, apply the criteria of separateness and direct access to the intended occupants whenever possible. If the information cannot be obtained, apply the criteria to the previous occupants.


Coding Cooperatives and Condominiums: Cooperatives and condominiums are not housing unit types, but rather a type of ownership. Cooperative or condominium ownership may apply to various types of housing unit types, such as houses and apartments.)


  1. House

  2. Apartment

  3. Manufactured/mobile home – skip to Q9. WHENYR/MON

  4. Other residence

RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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7. STYPE Are your living quarters in a…

(Read categories until “yes” reply is received. Refer to separate Help Screen if needed)

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  1. 1 unit building, detached from any other building?

  2. 1 unit building, attached to one or more buildings? Skip to Q9

  3. Building with two or more apartments?


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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8. NUNITS1 How many apartments are in the building?

(Enter 998 if 998 or more)

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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9. WHENYR/MON When did you move to this [house / apartment / manufactured/mobile home / living quarters]?

If lived there since birth, ask for birth month and year.

____________ Month ____________ Year


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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10. BUYI1 (if Q4. TENURE = 1) Does this household have homeowner's insurance?

  1. Yes

    Shape12

  2. No

DK skip to next module

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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11. PMTINS Is homeowner's insurance included in your mortgage or loan payment?

  1. Yes

  2. No

  3. Do not have a mortgage or loan

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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12. BUYI2 (if Q4. TENURE = 2,3) Does this household have renter's property insurance?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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END OF MODULE


GENERAL OBSERVATIONS (DO NOT READ ALOUD): Housing Unit, Demographics, & Other Context

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Doubling Up Module


Refer to Q2. AGE and Q3. REL of the Housing Unit, Demographics, & Other Context Modules section.


Ask Q1. DB1 through Q6. DB4 at HHs with at least one adult aged 18 and older who is not the householder or their spouse or partner. Read the names of the adult(s) as indicated in the question text.


Otherwise, skip to Q7. DBALT1 for HHs with at least one adult aged 18 and older.

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NOTE TO INTERVIEWER: THE PURPOSE OF INITIAL QUESTIONS OF THIS MODULATE ARE TO CAPTURE RISK OF HOMELESSNESS. ADJUST PROBING AS NECESSARY.


1. DB1 The next questions are about adults who are living or staying here.


Thinking about *READ NAME(S), are any of these adults staying here because they do not have a regular or adequate place to stay?

  1. Yes

    Shape18

  2. No

DK skip to Q3. DB2

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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CONFIDENCE CHECKS (do not read to participant):

  • Does P seem unsure about the meaning of “regular or adequate place to stay?”

    • ___ Yes ___ No ___ Not sure


  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • What do you think this question is asking you?

  • If needed: What does “regular or adequate place to stay” mean to you?)

  • How did you arrive at your answer? (You responded yes because… OR You responded no because… OR Tell me more about why you responded don’t know)


RECORD ANSWERS to PROBES (Do not read to participant):

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2. WHYSTAY1 Do any of these adults not have a regular or adequate place to stay due to a lack of money or other means of financial support?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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CONFIDENCE CHECKS (do not read to participant):

  • Does P seem unsure about the meaning of “regular or adequate place to stay?”

    • ___ Yes ___ No ___ Not sure


  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • What do you think this question is asking you?

  • How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

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3. DB2 Are any of these adults staying here because they have nowhere

else to go?

  1. Yes

Shape23

  1. No

DK skip to Q5. DB3

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • What do you think this question is asking you?

    • If needed: What does the phrase “nowhere else to go” mean to you in this question?

  • How did you arrive at your answer? (You responded yes because… OR You responded no because… OR Tell me more about why you responded don’t know)


RECORD ANSWERS to PROBES (Do not read to participant):

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4. HINOWHR1 Did any of these adults have to leave where they were living before and had no other place to stay?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • What do you think this question is asking you?

  • How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

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5. DB3 Are any of these adults staying here because they can’t afford

housing of their own?

Yes

No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • What do you think this question is asking you?

  • How did you arrive at your answer?

  • Would these adults prefer to live on their own if they could afford housing?


RECORD ANSWERS to PROBES (Do not read to participant):

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Refer to response in Q9. WHENYR/MON of the Housing Unit, Demographics, & Other Context Modules section for timeframe fill throughout.


Fill “you have lived here” if household moved in less than 12 months ago.

Otherwise, fill the date 12 months prior to the interview date.

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6. DB4 Since [date 12 months prior to interview date/you have lived here] who

contributed to your rent or mortgage payment?

_________

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):

    • If needed: How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

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7. DBALT1 The next questions are about adults who moved out.


Aside from the adults living here now, since [date 12 months prior to interview date / you have lived here], have any other adults aged 18 or older moved out?

Include only those adults who have lived or stayed in the housing unit for 2 weeks or more.

  1. Yes

    Shape33

  2. No

DK skip to next module

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape34




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning





8. DBALT1a How many adults moved out?

_________

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning




9. DBALT2 [Was the adult/Were the adults]…

(Read categories)

  1. Your own child(ren)?

  2. [The spouse or partner of REFERENCE PERSON NAME?]

  3. The Ex-spouse or partner of [REFERENCE PERSON NAME]?

  4. Other relative(s)?

  5. Roommate(s)?

  6. Other unrelated person(s)?

DK

Ref


Fill Instructions:

If Q8. DBALT1a = 1 fill "Was the adult".

Otherwise, fill "Were the adults". Use instructions throughout.

Do not read the 2nd answer category if there is a spouse/partner on the current household roster.

For categories 2 and 3, fill the owner's/renter's name from Q5. OWNER in Housing Unit, Demographics, & Other Context Modules section.


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning




10. DB9 [Was the adult/Were the adults] staying here because they did not have a regular or adequate place to stay?

  1. Yes

    Shape37

  2. No

DK skip to Q14. DB10

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with defining “regular or adequate place to stay?”

    • ___ Yes ___ No ___ Not sure


  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • What do you think this question is asking you?

  • How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

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11. DB9a Earlier you mentioned, [the adult was/the adults were] staying here because they had no regular or adequate place to stay. Did they have children who moved out with them?

  1. Yes

  2. No

DK

Ref


Fill Instructions

If Q8. DBALT1a = 1 fill "the adult was". Otherwise, fill "the adults were". Use instructions throughout.


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape40




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning




12. WHYSTAY2 [Was the adult/Were the adults] staying here because they did not have a regular or adequate place to stay due to a lack of money or other means of financial support?

  1. Yes

    Shape41

  2. No

DK skip to Q14. DB10

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape42




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning

PROBE(S):


  • How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

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13. WHYSTAY2a Earlier you mentioned, [the adult was/ the adults were] staying here because they did not have a regular or adequate place to stay due to a lack of money or other means of financial support. Did they have children who moved out with them?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape44




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning




14. DB10 [Was the adult/Were the adults] staying in this household because they had nowhere else to go?

  1. Yes

    Shape45

  2. No

DK skip to Q18. DB11

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning

PROBE(S):


  • How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

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15. DB10a Earlier you mentioned, [the adult was/ the adults were] staying here because they had nowhere else to go. Did they have children who moved out with them?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape48




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning




16. HINOWHR2 [Was the adult/Were the adults] staying here because they had to leave where they were living before and had no other place to stay?

  1. Yes

    Shape49

  2. No

DK skip to Q18. DB11

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning

PROBE(S):


  • How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

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17. HINOWHR2a Earlier you mentioned, [the adult was/ the adults were] staying here because they had to leave where they were living before and had no other place to stay. Did they have children who moved out with them?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape52




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning




18. DB11 [Was the adult/Were the adults] staying in this household because they couldn’t afford housing of their own?

  1. Yes

    Shape53

  2. No

DK skip to Q20. DB12

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning

PROBE(S):


  • How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

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19. DB11a Earlier you mentioned, [the adult was/ the adults were] staying here because they couldn’t afford housing of their own. Did they have children who moved out with them?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape56




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning




20. DB12 Since [date 12 months prior to interview date/you have lived here], did [the adult/any of the adults] who moved out contribute to your rent or mortgage payments?

  1. Yes

    Shape57

  2. No

DK skip to next module

Ref


Fill Instructions:

If Q8. DBALT1a = 1 fill "the adult". Otherwise, fill "the adults".


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

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21. DB13 (if Q8. DBALT1a > 1) Did all of them contribute?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):

Please describe the reasons why FILL NAMES OF ADULTS live with you.

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If needed: In your opinion are any of the adults who live or lived with you at risk for homelessness if they did not live with you?

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END OF MODULE


GENERAL OBSERVATIONS (DO NOT READ ALOUD): Doubling Up Module

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Accessory Dwelling Units Module


Accessory Dwelling Units Module


1. ADU_Intro Some properties have both a primary unit and a secondary unit, called an accessory dwelling unit. A primary unit is the main unit on a residential property. An accessory dwelling unit is an independent residence with its own entrance and exit, a fully functioning kitchen and bathroom, and is smaller than the primary unit. They are inside, attached to, or detached but on the same property as a primary residence. (Examples of secondary units include in-law suites, basement or garage apartments, guest houses, and manufactured or tiny homes on the same property as a primary residence. A secondary unit could be rented out by the owners of the primary unit.)

Respondents should include rooms rented out if they have a bathroom and kitchen facilities, and direct access from the outside, (i.e., a large basement room).

Respondents should not include spare bedrooms/rooms rented out.


NOTE TO INTERVIEWER: BE AWARE THAT ADU DEFINITION INCLUDES KITCHEN AND BATHROOM. CONSIDER PROBING IF THERE IS ANY UNCERTAINTY THAT THE PARTICIPANT IS NOT USING THIS DEFINITION.


RECORD FEEDBACK & OBSERVATION: If P comments on ADU_intro

(Note if P appears to struggle with the introduction AND/OR the meaning of ADU.)

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2. ADU1 Is this housing unit…

  1. A primary unit with an accessory dwelling unit?

  2. An accessory dwelling unit that is part of a primary unit?

  3. Neither? – skip to next module

DK – skip to next module

Ref – skip to next module


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with answering this question?

    • ___ Yes ___ No ___ Not sure


  • Does P seem unsure about the meaning of ADU?

    • ___ Yes ___ No ___ Not sure


  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):

(Note if P appears to struggle with the question AND/OR the meaning of ADU during probes.)


  • If needed / If P did not provide enough information during think aloud: How did you come up with your answer?

  • Did you find this question easy or difficult to answer?

    • If they say difficult, What do you think made this question difficult to answer.


RECORD ANSWERS to PROBES (Do not read to participant):

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Refer to responses in Q4. TENURE and Q8. NUNITS1 of the Housing Unit, Demographics, & Other Context Modules section.


Ask Q3. ADU1a if Q2. ADU1 = 1 or 2 and Q4. TENURE = 2 and Q8. NUNITS1 = 2.


Else, skip to Q4. ADU1b if Q2. ADU1 = 1.


Otherwise, skip to Q7. ADU3.

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3. ADU1a Earlier you said that there are two apartments on this property, is one of the two apartments an accessory dwelling unit?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape68




CONFIDENCE CHECKS (do not read to participant):



  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you come up with your answer to this question?

    • If needed: What do you think this question is asking you?

RECORD ANSWERS to PROBES (Do not read to participant):

Shape69







Ask Q4. ADU1b if Q2. ADU1 = 1.


Otherwise, skip to Q7. ADU3.

Shape70


4. ADU1b Is anyone currently living in the accessory dwelling unit and considers it their usual residence?

  1. Yes

    Shape71

  2. No

DK skip to Q6. ADU2

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape72




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem unsure about the meaning of “usual residence?”

    • ___ Yes ___ No ___ Not sure


  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How would you define “usual residence?”

  • Would you have answered the question differently if I had asked, "Is the Accessory Dwelling Unit currently occupied?"


RECORD ANSWERS to PROBES (Do not read to participant):

Shape73






5. ADU1c Do the current occupants of the accessory dwelling unit pay rent?

Shape74

  1. Yes

  2. No skip to Q7. ADU3

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape75




PROBE(S):

  • How did you arrive at your answer?

    1. If needed: How certain or uncertain were you of your answer to this question?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape76






6. ADU2 Do the owners of the primary unit plan to rent out the accessory dwelling unit?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape77




PROBE(S):

  • How did you arrive at your answer?

    1. If needed: How certain or uncertain were you of your answer to this question?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape78






7. ADU3 Where is [the accessory dwelling unit/your home] in relation to the primary residence? [(If more than one accessory dwelling unit on the property, provide the location of the accessory dwelling unit with the largest total square footage).]

  1. Above a garage

  2. In a basement

  3. In an attic

  4. Attached to the side

  5. Separated elsewhere on the property

  6. Somewhere else (specify)

DK

Ref


Fill Instructions

1. If Q2. ADU1=1, fill "the ADU"; if ADU1=2, fill "your home".

2. If Q2. ADU1=1, display the optional text; if ADU1=2, do not display the optional text.


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape79




PROBE(S):


  • Can you tell me how you came up with your answer to this question?


RECORD ANSWERS to PROBES (Do not read to participant):

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8. ADU4 Does [the accessory dwelling unit/your home] have a mailing address that is different from the primary residence? (Mail is delivered directly to the accessory dwelling unit itself rather than to a P.O. box or to the primary residence where it must then be separated following delivery.)

  1. Yes

    Shape81

  2. No

DK skip to next module

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape82




9. ADU5 What is the mailing address of the [the accessory dwelling unit/primary residence]?

________ _

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape83




PROBE(S):


  • Please describe how mail is delivered to the property?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape84








END OF MODULE

OVERALL PROBE:

  • What is your definition of an accessory dwelling unit?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape85

END OF MODULE




GENERAL OBSERVATIONS (DO NOT READ ALOUD): Accessory Dwelling Units

Shape86





















Climate Risk & Insurance Module


Refer to response in Q9. WHENYR/MON of the Housing Unit, Demographics, & Other Context Modules section for timeframe fill throughout.


Fill “Since you have lived here” if household moved in less than 12 months ago.

Otherwise, fill “In the last 12 months’.

Shape87



1. CRI1 [In the last 12 months/Since you have lived here], has your home experienced significant damage from a flood caused by the weather or a natural disaster? (Do not include floods from leaking pipes inside or outside your home.)

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape88




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning



PROBE(S):


  • Can you tell me what “significant damage” means to you in this question?

    • If needed: Can you give me some examples of significant damage?


  • Can you tell me what “natural disaster” means to you in this question?

    • If needed: Can you give me some examples of a natural disaster?


    • When you were answering this question, were you thinking about a particular event (natural disaster)?

    • (If Yes) When did that event occur? How well do you remember the event?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape89






2. CRI2 (If Q1. CRI1 = 1) Is your home elevated to reduce the risk of flooding?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape90




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • (If yes) Please describe how it is elevated?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape91






3. CRI3 (If Q1. CRI1 = 1) Is your home protected by a berm? Berms are compacted or vegetated structures designed to divert, pond, or filter runoff.

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape92




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem unsure about the meaning of “berm?”

    • ___ Yes ___ No ___ Not sure


  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • Are you familiar with the term Berm?

  • (if yes) Please describe the structure you’re thinking about?

  • (if no) Do you think that influenced how you answered the question?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape93





Refer to responses in Q10. BUYI and Q12. BUYI2 of the Housing Unit, Demographics, & Other Context Modules section.


Ask 4. CRI4 if Q10. BUYI1 = 1.


Else ask 5. CRI5a if Q12. BUYI2 = 1.


Otherwise, skip to Q9. CRI6a.

Shape94


4. CRI4 Some homeowners’ insurance policies include dwelling coverage that pays for the rebuilding or repair of the home if damaged by a covered hazard.

Does your homeowner’s insurance cover the full rebuilding and replacement cost of your home?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape95




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?

    • If needed: What types of hazards were you thinking of?

    • If needed: Please give me an example?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape96






5. CRI5a Does your [homeowner's/renter's property] insurance cover wildfire risk?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape97




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape98






6. CRI5b Earlier we asked about [homeowner's/renter's property] insurance, now we'd like to ask about supplemental insurance.


Do you have supplemental wildfire insurance?

  1. Yes

    Shape99

  2. No

DK skip to Q9. CRI6a

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape100




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?

    • If needed: Can you tell me more about what you think supplemental wildfire insurance is?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape101







7. CRI5c Is supplemental wildfire insurance included in [reported payments]?

  1. Yes – skip to Q9. CRI6a

  2. No

DK

Ref


Fill Instruction:

If Q4. TENURE = 1 and Q11. PMTINS = 1, then fill “your mortgage or any other payments”.

Else if Q4. TENURE= 1 and Q11. PMTINS = 2), then fill “your homeowners’ insurance or any other payments”.

Else if Q4. TENURE = 2,3 , then fill “your renters’ insurance or any other payments”.

Otherwise, fill "included in any other payments you reported".


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape102




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape103






8. CRI5d [In the last 12 months/Since you have lived], what was the total cost of your supplemental wildfire insurance?

$_________

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape104




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape105






9. CRI6a Do you have flood insurance either from the National Flood Insurance Program or another insurance provider?

  1. Yes

    Shape106

  2. No

DK skip to Q12. CRI7a

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape107




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • (If yes to flood insurance) Please describe the type of insurance that you have that covers floods.

    • (If R does not have NFIP Insurance) Are you familiar with National Flood Insurance Program?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape108




10. CRI6b Is flood insurance included in [reported payments]?

  1. Yes – skip to Q12. CRI7a

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape109




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape110






11. CRI6c [In the last 12 months/Since you have lived here], what was the total cost of your flood insurance?

$_________

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape111




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape112






12. CRI7a Do you have supplemental wind and/or hail insurance?

  1. Yes

    Shape113

  2. No

  3. DK see text box

  4. Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape114




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?

  • (If yes to supplemental wind/hail insurance) Please describe the type of insurance that you have that covers wind and/or hail.


RECORD ANSWERS to PROBES (Do not read to participant):

Shape115






13. CRI7b Is supplemental wind and hail insurance included in [reported payments]?

  1. Yes – see text box

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape116




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape117






14. CRI7c [In the last 12 months/Since you have lived here], what was the total cost of your supplemental wind and hail insurance?

$_________

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape118




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape119






Refer to responses in Q4. TENURE, Q6. HTYPE, Q7. STYPE, and Q8. NUNITS1 of the Housing Unit, Demographics, & Other Context Modules section.


Ask 15. CRI8 if Q4. TENURE = 1.


Else skip to Q18. EVC1 if Q6. HTYPE = 3 or Q7. STYPE = 1 or 2 or Q8. NUNITS1 = 2 - 4.


Otherwise, skip to Q19. EVC2.

Shape120



15. CRI8 Since [date 2 years prior to interview date / you have lived here], have you experienced a lapse in your homeowner’s insurance?

Include lapses in any supplemental insurance.

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape121




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • Please tell me how you came up with your answer to this question?

  • If needed: What timeframe were you thinking of?

  • If needed: Were you thinking of your standard homeowner’s insurance or supplemental insurance?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape122






16. CRI9 (If Q15. CRI8 = 1) Was the lapse because your insurance premium became unaffordable due to a significant price increase?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape123




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • What were you thinking about when you answered this question?

  • What does the phrase “significant price increase” mean to you in this question?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape124






17. CRI10 (If Q15. CRI8 = 1) Was the lapse because your insurer withdrew from your local market in response to increased disaster risk?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape125




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • Can you describe the reason for the lapse in your insurance?

  • (if no lapse in insurance) How long have you been with your insurance carrier?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape126






Refer to responses in Q6. HTYPE, Q7. STYPE, and Q8. NUNITS1 of the Housing Unit, Demographics, & Other Context Modules section.


Ask Q18. EVC1 if Q6. HTYPE = 3 or Q7. STYPE = 1 or 2 or Q8. NUNITS1 = 2 - 4.


Otherwise, skip to Q19. EVC2.

Shape127



18. EVC1 The next question is about the availability of electric vehicle (EV) charging.


Is there a working electrical outlet on your home within 20 feet of where someone could park a vehicle?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape128




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning




19. EVC2 The next question is about the availability of electric vehicle (EV) charging.


Do you have access to a working electric vehicle charger at your apartment building or complex?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape129




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?

  • If needed: What does the phrase “electric vehicle charging” mean to you in this statement?

    • If needed: How certain or uncertain were you of your answer to this question?


  • (if yes to have access to charger) Does anyone currently charge their vehicle at your home?

  • (if yes to currently charge) Please describe how someone could charge their vehicle.


RECORD ANSWERS to PROBES (Do not read to participant):

Shape130







END OF MODULE


GENERAL OBSERVATIONS (DO NOT READ ALOUD): Climate Risk & Insurance

Shape131







Real Estate Module


1. OWNINTRO The next questions are about how you acquired your home, taxes, mortgages and other loans that are secured by the property.


Please refer to your mortgage loan statement or any additional records that you may have regarding mortgages on the property.


RECORD FEEDBACK & OBSERVATION: If P comments on OWNINTRO

Shape132






2. WHNGET When did you buy or take ownership of the [house / apartment / manufactured/mobile home / living quarters]?

If land and building bought at different times, building only

________________ Year

RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape133





3. INHERITQ Did you receive this home as a gift or inheritance?

  1. Yes – skip to next module

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape134




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning




4. CUSHOM How did you obtain this home? Did you…

Read categories until a "Yes" is obtained

  1. Buy the house already built

  2. Sign a sales agreement that included the land as well as the cost of building the house? (INCLUDE BOTH UNITS THAT WERE UNDER CONSTRUCTION AND THOSE NOT YET STARTED)

  3. Have a general contractor build it on your own land? (ALSO INCLUDES LEASED LAND)

  4. Build it yourself on your own land? (INCLUDE PERSON ACTING AS OWN GENERAL CONTRACTOR. ALSO INCLUDES LEASED LAND)

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape135




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape136






5. DOWNPAY Did you make a down payment when you [bought/built/acquired] the [house / apartment / manufactured/mobile home / living quarters]?

  1. Yes – skip to Q8. DWNAMT

  2. No

DK

Ref


Fill instruction:

If Q4. CUSHOM = 1,2, fill "bought"; if Q4. CUSHOM = 3, 4, fill "built"; otherwise fill "acquired".


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape137




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape138






6. NODOWNPAY Did you borrow the full purchase price, pay the full purchase price upfront, or do something else?

  1. Borrowed the full purchase price – skip to next module.

  2. Paid the full purchase price upfront – skip to next module.

  3. Something else; specify

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape139




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?

  • How well do you remember?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape140






7. NODOWNSP (if Q5. DOWNPAY = DK, Ref [Generally, buyers either pay a percentage of the total purchase price, which is a down payment, borrow the full purchase price, or pay the full purchase price up front. However, there may be other arrangements for purchasing a home.])


Specify other arrangement

___ ______

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape141




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning





8. DWNAMT (If Q5. DOWNPAY = 1) Considering all sources of money, what was the total amount of the down payment? You may answer in dollars or percent.

$_________ – skip to next module

_________% – skip to next module

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape142




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning




9. DWNCAT As a percentage of the purchase price, was the down payment amount from…?

(Read all categories)

  1. 0 to 5 percent

  2. 6 to 15 percent

  3. 16 to 20 percent

  4. More than 20 percent

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape143




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?

  • How well do you remember?



RECORD ANSWERS to PROBES (Do not read to participant):

Shape144







END OF MODULE


GENERAL OBSERVATIONS (DO NOT READ ALOUD): Real Estate

Shape145


Taxes & Fees & Utilities Module Questions























Taxes & Fees & Utilities Module Questions


Refer to responses in Q4. TENURE of the Housing Unit, Demographics, & Other Context Modules section.


Ask Q1. FRENT if Q4. TENURE = 1.


Otherwise, skip to Q3. CUTIL1a.

Shape146

1. FRENT How many times a year is the rent on your [house / apartment / manufactured/mobile home / living quarters] due?

(Enter 12 for monthly)

(Enter 53 for 53 times or more)

_________

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape147






2. RENT How much does this household pay out of pocket for rent each [month?/year?/quarter?/week?/time?]


Fill Instructions

If Q1. FRENT = 12, fill "month?", if 1 fill "year?", if 4 fill "quarter?", if 52 fill "week?", if any other answer fill "time?"


Do not include any amount paid by government assistance programs towards the rent. If you pay an additional amount for parking, do not count it as part of your rent.

(Enter 29998 for $29,998 or more)

$_________

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape148




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):

Note to interviewer: Be sure to record if you think participant understandings that the question is asking about the rent paid by the entire household, not each individual person/roommate/etc.


  • In your own words what this instruction is asking of you?

  • What does the phrase “government assistance program” mean to you in this question?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape149






3. CUTIL1a Some states allow consumers to choose the source of their electricity. Does any portion of your electricity come from renewable sources like solar and wind energy?

  1. Yes – skip to next module

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape150




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning




4. CUTIL1b Do you have the option to choose that part or all of your electricity comes from renewable sources like solar and wind energy?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape151




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?

    • If needed: How certain or uncertain were you of your answer to this question?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape152







END OF MODULE


GENERAL OBSERVATIONS (DO NOT READ ALOUD): Taxes, Fees, & Utilities

Shape153



























Home Improvement Module


Refer to response in Q4. TENURE of the Housing Unit, Demographics, & Other Context Modules section.


Ask Q1. HMRSCREEN if Q4. TENURE = 1.


Otherwise, proceed to next module.

Shape154


1. HMRSCREEN The next questions are about work done to your home. We want to know about all of the work done, including annual routine work, as well as major home improvements and replacements. In the last two years, did you have any work done to your home?

  1. Yes

    Shape155

  2. No

DK skip to next module

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape156



FYI, this is not an actual question in the survey. This language was however adapted from existing module language. The actual home improvement job questions were too extensive to include here.



2. HMRENEFF Did you do any of these home improvements to improve energy efficiency?

  1. Yes

    Shape157

  2. No

DK skip to next module

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape158




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?

    • (If needed / if yes to energy efficiency improvements) When you were answering this question, were you thinking about any specific improvements to energy efficiency you had done to your home?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape159






3. CHMR1 (if Q2. HMRENEF = 1) For what reason or reasons did you make energy efficiency improvements?

(Enter All That Apply)

  1. To reduce your energy expenses or energy consumption

  2. Tax credits, rebates, or other incentives

  3. Other monetary incentives, specify ________________________________________

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape160




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • In your own words, what were the reasons you made these energy efficient improvements?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape161





4. CHMR2 (if Q2. HMRENEF = 1) Did you receive Federal or state or local tax incentives for making energy efficiency improvements or purchasing energy efficient appliances?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape162




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?

    • If needed: How certain or uncertain were you of your answer to this question?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape163




5. CHMR3 (if Q2. HMRENEF = 1) Did you receive financial incentives from your utility company for making energy efficiency improvements or purchasing energy efficient appliances?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape164




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • How did you arrive at your answer?

    • If needed: How certain or uncertain were you of your answer to this question?



RECORD ANSWERS to PROBES (Do not read to participant):

Shape165







END OF MODULE


GENERAL OBSERVATIONS (DO NOT READ ALOUD): Home Improvement

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Recent Movers Module


Refer to response in Q9. WHENYR/MON of the Housing Unit, Demographics, & Other Context Modules section.


Ask Q1. MOVDISAS if respondent moved in within the last two years.


Otherwise, proceed to next section.

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1. MOVDISAS Were you forced to move because of a natural disaster or fire, whether the fire started inside or outside of your home?

  1. Yes

    Shape168

  2. No

DK skip to Q3

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape169






2. MOVDISASTYP What happened? Was it a…

(Read all categories.)

(Enter all that apply.)

Shape170

  1. Fire that started inside your home, such as from an electrical shortage or cooking equipment?

  2. Fire that started outside your home, such as from a wildfire?

  3. Earthquake?

  4. Tornado?

  5. Hurricane? skip to Q6

  6. Landslide?

  7. Flood?

  8. Other?

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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3. WMCOMMUTE Did you choose to move

…to reduce commuting time?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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4. WMPUBTRAN (Did you choose to move)

…to be closer to public transportation?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape173




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning




5. WMDISAS (Did you choose to move)

…to avoid natural disasters, such as wildfires, earthquakes, tornados, hurricanes, landslides, and floods?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape174




CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning

    • Does the participant spontaneously comment that Q was already asked


PROBE(S):


  • How did you arrive at your answer for those three questions?

  • What are the reasons you moved?


RECORD ANSWERS to PROBES (Do not read to participant):

Shape175





6. HEARSHSNET Did you find your home on an internet site (such as craigslist, apartment.com, realtor.com, or Zillow)?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

Shape176






7. RMOVHS1 (Did you find your home)

Through some other advertising by the owner?

  1. Yes

  2. No

DK

Ref


RECORD THINK ALOUD OBSERVATION (Do not read to participant):

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CONFIDENCE CHECKS (do not read to participant):

  • Does P seem to struggle with any of the following:

    • ___ question comprehension ___ memory/recall ___term/phrase meaning


PROBE(S):


  • Can you tell me in your own words what this question is asking?

  • If needed: Can you tell me what “some other advertising” means to you in this question?

  • If needed: Can you give me some examples of “some other advertising?”


RECORD ANSWERS to PROBES (Do not read to participant):

Shape178







END OF MODULE


GENERAL OBSERVATIONS (DO NOT READ ALOUD): Recent Movers

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Section IV – Debriefing Questions


JUST A FEW FINAL QUESTIONS TO WRAP UP –


  • Overall, do you think some people might find any of these questions sensitive?


  • Were there any questions that you think some people might find difficult?


  • Do you have anything else you would like to tell us that you haven’t had a chance to mention yet?



voucher form before interview

Thank you very much for your time and participation today. We will get your $60 incentive mailed to you within the next few days.


You will need to sign a document before we can send the $60 incentive. I can send it to {fill email address} or I can put the link in the chat for the teams meeting. What would you like me to do?


We will send the money via Priority Mail and we will email you the tracking number.


Shape180 Box for email address






TURN OFF THE TAPE RECORDER.



Close out steps

  1. Check recording is the right length and save to the participant’s folder.

  2. Make a note of any technological issues you had during the interview below:


Shape181 Box for Notes on Technological Issues


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