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COMMUNITY-BASED
MONITORING SYSTEM
FIELD WORKERS’ TRAINING

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WELCOME TO
THE FIELD WORKERS’
TRAINING
Aimed at equipping our field workers with the skills and competency to
effectively and efficiently conduct data gathering process.

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TRAINING AGENDA
8:00 AM - 8:30 AM REGISTRATION 1:00 PM - 2:00 PM INTRO TO MOBILE APP

8:30 AM - 9:00 AM PRE-TRAINING 2:00 PM - 3:00 PM MAPPING

9:00 AM - 10:00 AM PROJECT OVERVIEW 3:00 PM - 3:15 PM AFTERNOON BREAK

10:00 AM - 10:15 AM MORNING BREAK 3:15 PM - 4:00 PM DEMOGRAPHY

10:15 AM - 12:00 NN PAYROLL 4:00 PM - 4:15 PM STICKERS

12:00 NN - 1:00 PM LUNCH 4:15 PM - 5:00 PM GEO TAGGING

5:00 PM - 5:15 PM RECAP AND SEND OFF

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TRAINING RULES

ACTIVELY PARTICIPATE BE RESPECTFUL BE PUNCTUAL

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TRAINING GOALS

PROJECT OVERVIEW SYSTEMS OVERVIEW GEOTAGGING

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PROJECT
OVERVIEW

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WHAT IS CBMS? DATA GATHERING
FIELD WORK
Community-Based Monitoring System
(CBMS) refers to an organized
technology-based system of collecting, USED FOR
processing and validating necessary PLANNING AND
disaggregated data that may be used PROGRAM
IMPLEMENTATION
for planning. program implementation OF LGUs
and impact monitoring at the local level
while empowering communities to
participate in the process. PROVIDING FOR A
DATA-DRIVEN
GOVERNANCE

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WHO IS LGUSUITE?

VISION MISSION
Extract and bring about Conduct a successful data
essential indicators and all gathering project in
other sectoral plans as adherence to the CBMS
powerful tools for local Act and other guidelines
governance that set by the Philippine
complement the national Statistics Authority (PSA)
efforts in developmental utilizing up-to-date
policies. technology.

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WHAT ARE THE ROLES OF A TEAM
LEADER/GEOTAGGER?

Capture geolocations of housing units and structures

Capture building and household unit type of residential units

Capture names and contact numbers of respondents

Capture household member size

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OPERATIONAL
HIERARCHY

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CHIEF OPERATING OFFICER

OVERALL ONLINE PROJECT


MANAGER (OOPM)

PROJECT MANAGER

SUPERVISOR SUPERVISOR

TEAM LEADER TEAM LEADER TEAM LEADER TEAM LEADER

ENUMERATOR ENUMERATOR ENUMERATOR ENUMERATOR

ENUMERATOR ENUMERATOR ENUMERATOR ENUMERATOR

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PAYROLL POLICY

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TRAINING INTERLUDE
INSERT HERE

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INTRO TO CBMS MOBILE APP

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INTRO TO CBMS MOBILE APP

During the Training, Make sure that you


After KYC process, you allowed all permission
will be receiving a TEXT on your own mobile
or an EMAIL containing device in order to
Email and Password of proceed in our
your personal account application.
in our system or
application
(BYTELOGS).

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TO LOCATE THE GEOLOCATION OF
THE BUILDING, (GEOTAG)
Make sure that you download
the Map or the Tiles provided
in our application, specially
the Map of your assigned
Barangay.
To download, just click
“Download Tiles”
CLICK HERE TO SEE TILES
OR MAPS OF BARANGAYS

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TO LOCATE THE GEOLOCATION OF
THE BUILDING, (GEOTAG)
When you’ve already downloaded
the Maps, you can now start the
mapping or locate Geolocation of
the building by pressing the plus
button in our application.

When you press the plus button, it


will direct you to the MAPPING
CHECKLIST.

Checklist are the reminders of the


things we must observe while you
are in field.

PRESS TO START MAPPING

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THINGS THAT YOU MUST DO
Just press the NEXT button to proceed

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THINGS THAT YOU MUST DO
Just press the NEXT button to proceed

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THINGS THAT YOU MUST DO
Just check the box and press the NEXT button
to proceed on the first page of mapping
(Initial Details).

Here, you just have to choose,


what Barangay and what type
of structure or building you’re
going to Tag.

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THINGS THAT YOU MUST DO
On our app, you have to fill
out all details of the
building that we need for
mapping such as type of
structures, Building type, (HUSN) Housing Unit Serial
the BSN and HUSN, and Number is the number of
what kind of Framing Housing unit in a Building.
material are used for the
building.

Building Serial Number


(BSN) is talking about the
number of building inside
your assigned Barangay.

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CAPTURING GEOLOCATION
To capture GEOLOCATION, Latitude
and Longitude, just press the location
symbol and it will direct you to the
maps of the Barangay.

You will notice on the maps the Blue


dot and a Red pin. the blue dot is
your location and the red pin should
place exactly at the roof of the
building that you’re about to Tag.

By clicking the CAPTURE


COORDINATES,will provide you the
longitude and latitude of that
building.

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CAPTURING GEOLOCATION
To capture GEOLOCATION, (Latitude
and Longitude), just press the location
symbol and it will direct you to the
maps of the Barangay.
After which, continue
You will notice on the maps the Blue filling out the address
dot and a Red pin. the blue dot is and continue the
your location and the red pin should interview
place exactly at the roof of the
building that you’re about to Tag.

By clicking the CAPTURE


COORDINATES,will provide you the
longitude and latitude of that
building.

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STRUCTURE TYPES

HOUSEHOLD RESIDENCE FACILITIES COMMERCIALS

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STRUCTURE TYPES
Household Residence means the dwelling house that is used
habitually by a prescribed person and the respondent as the only
or principal family residence together with any buildings or
improvements appurtenant thereto and wholly or mainly used for
the purposes of the household;
There are 3 Building types to choose from.
1. Regular -
2. Temporary Evacuation Centers or Relocation areas
3. Homeless
HOUSEHOLD RESIDENCE

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STRUCTURE TYPES

a place, amenity, or piece of equipment provided for a particular


purpose.

FACILITIES

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WHAT IS A FACILITY?
Municipal Hall Source Of Electricity
Barangay Hall Credit Institutions
Health Facility Tourism Site And Destinations
Education Facility Transport Facility
Service Facility Garbage And Waste Disposal
Agricultural Facility Facility
Input Dealer
Water Facility

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HEALTH FACILITIES
Defines as a facility, “public or private, devoted primarily to
the provision of services for health promotion, prevention, diagnosis, treatment,
rehabilitation and palliation of individuals suffering from illness, injury, disability, or
deformity, or in need of obstetrical or other medical and nursing care.
Barangay Health Center
Covid-19 Quarantine/Isolation
Hospital
Facility
Maternity and Child Clinic
Covid-19 Testing Center
Private Medical ClInic
Habilitation Center
Botika ng Barangay
Rehabilitation Center
Botika ng Bayan
Dental Clinic
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HEALTH FACILITIES
Covid-19 Quarantine/Isolation Facility Barangay Health Center

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HEALTH FACILITIES
Botika ng Bayan Maternity and Child Clinic

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EDUCATIONAL FACILITIES
any facility intended by an educational institution in furtherance of its educational
program, including, but not limited to, classrooms, laboratories, administrative buildings,
equipment and other property for use therein or thereon

Day Care Center


College/University Preschool
Senior High School SPED School/Center
Junior High School TVET Institution/Training Institute
Elementary School
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EDUCATIONAL FACILITIES

Day Care Center


College/University

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EDUCATIONAL FACILITIES

Junior High School SPED Schools/Centers

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SERVICE FACILITIES
Multi-purpose Hall Office of PWD Affairs
Police Station Office of Local Council for the
Women's Crisis Center Protection of Children
Bank Cemetery
Fire Station Library
Public Plaza/Parks/Public Communal/Public Toilet
Gardens/Sports Facility Post Office or Postal Service
Go Negosyo Center

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SERVICE FACILITIES

Police Station Go Negosyo Center

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SERVICE FACILITIES

Office of PWD Affairs Women's Crisis Center

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AGRICULTURAL FACILITIES
Mills (Rice, Corn, Feed, Layer Farm (poultry)
Sugar) Hatchery
Fish Landing Center Breeding/Multiplier Farm for
Agri Produce Market Livestock
Slaughterhouse Breeding Farm for Poultry
NFA Warehouse Nursery/Greenhouse/ Screen
Commercial Agriculture House/Nethouse
Warehouse Veterinary/Para-veterinary

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AGRICULTURAL FACILITIES

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AGRICULTURAL FACILITIES

NFA Warehouse Slaughterhouse

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AGRICULTURAL FACILITIES

Hatchery for aquafarm species

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INPUT DEALER
Responsible for making agri and allied inputs available to the
farmer in the right season and provide advice to farmers on good farming
practices such as integrated farming, integrated pest management, cattle
feeding and rearing, and other related techniques.

Fertilizer dealer Agricultural/Fishery


Pesticide dealer Machine/Equipment Dealer
Seeds/Seedling dealer Boat/Fishing Gear dealer
Feeds Dealer Veterinary Medicine dealer

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WATER FACILITY
Deep well (Level 1) Level III Water System (Reservoir,
Artesian well (Level 1) Piped Distribution with Adequate
Shallow well (Level 1) Network)
Commercial Water Refilling
Station
Level II Water System
(Communal Faucet System
or Standposts)

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WATER FACILITY
Deep well (Level I)
Water is taken from a tubed/piped well, which is at least 100 feet
(5 pcs. of 20-feet pipes) or 30 meters deep

Artesian well (Level I) Water is taken from a tubed/piped


well, which is less than 100 feet deep

Shallow well (Level I) water is taken from a well,


which may be provided with a
protective device against contamination or pollution.

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WATER FACILITY
Water refill station. These are water stations that refill and sell
purified/distilled water in bottles, gallons, or any other
containers.

Level II water system (Communal faucet system or


standposts) It is a water supply facility composed of a source, a
reservoir, a piped distribution network with adequate treatment
facility, and communal faucets. One faucet usually serves 4 to 6
households

Level III water system (reservoir, piped distribution within


adequate network) This is a water supply facility with a source,
a reservoir, a piped distribution network with adequate treatment
facility and household taps.

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ELECTRIC FACILITY

Electric Company Non- Renewable Power Plant/


Hydroelectric Powerplant Station (Coal. Diesel, Natural
Geothermal Power Station Gas, Nuclear)
Wind Farm Others, please specify

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ELECTRIC FACILITY

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CREDIT INSTITUTIONS

Pawnshop Non- government institutions


Bank Others, please specify
Microfinance NGOs
Cooperative

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CREDIT INSTITUTIONS

Pawnshops Cooperatives

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TOURISM SITES

Natural Sites
Historical Landmarks
Theme/ Amusement Parks
Others, please specify

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TOURISM SITES

Natural Sites Historical Landmarks

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GARBAGE FACILITY
Open Dump Site Treatment, Storage, and Disposal
Sanitary Landfill (TSD) Facility
Compost Pit Waste-to-Energy Facility
Materials Recovery Facility Sewage Treatment Plant
(MRF)

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Transport Facility
Seaport
Airport
Terminal (bus, jeepney,
tricycle)

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Transport Facility

Seaports Airports

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GARBAGE FACILITY
Open Dump Site
Sewage Treatment Plant
Sanitary Landfill
Others, please specify
Compost Pit
Materials Recovery Facility (MRF)
Treatment, Storage and Disposal
(TSD) Facility
Waste- to- Energy Facility

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GARBAGE FACILITY

Open Dump Site Sanitary Landfill

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GARBAGE FACILITY

Compost pit MRF Facility

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GARBAGE FACILITY

TSD Facility

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WHAT IS A COMMERCIAL
ESTABLISHMENT?

An establishment which carries on any


business, trade or profession or any work in
connection with or incidental or ancillary to any
business, trade or profession.

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GUEST THE
FACILITY

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Municipal Hall Source Of Electricity
Barangay Hall Credit Institutions
Health Facility Tourism Site And Destinations
Education Facility Transport Facility
Service Facility Garbage And Waste Disposal
Agricultural Facility Facility
Input Dealer Water Facility

POWERED BY: LGUSUITE, INC.


POWERED BY: LGUSUITE, INC.
Municipal Hall Source Of Electricity
Barangay Hall Credit Institutions
Health Facility Tourism Site And Destinations
Education Facility Transport Facility
Service Facility Garbage And Waste Disposal
Agricultural Facility Facility
Input Dealer Water Facility

POWERED BY: LGUSUITE, INC.


POWERED BY: LGUSUITE, INC.
Municipal Hall Source Of Electricity
Barangay Hall Credit Institutions
Health Facility Tourism Site And Destinations
Education Facility Transport Facility
Service Facility Garbage And Waste Disposal
Agricultural Facility Facility
Input Dealer Water Facility

POWERED BY: LGUSUITE, INC.


POWERED BY: LGUSUITE, INC.
Municipal Hall Source Of Electricity
Barangay Hall Credit Institutions
Health Facility Tourism Site And Destinations
Education Facility Transport Facility
Service Facility Garbage And Waste Disposal
Agricultural Facility Facility
Input Dealer Water Facility

POWERED BY: LGUSUITE, INC.


POWERED BY: LGUSUITE, INC.
Municipal Hall Source Of Electricity
Barangay Hall Credit Institutions
Health Facility Tourism Site And Destinations
Education Facility Transport Facility
Service Facility Garbage And Waste Disposal
Agricultural Facility Facility
Input Dealer Water Facility

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WHAT IS BUILDING?
Defined as any structure built, designed, or
intended for the enclosure, shelter, or protection of
any person, animal, or property. It consists of one
(1) or more rooms and/or other spaces, covered by
a roof, and usually enclosed within external walls or
with common dividing walls with adjacent buildings,
which usually extend from the foundation to the
roof.

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BUILDING TYPES

Regular Temporary Homeless


Evacuation Center

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REGULAR BUILDINGS
Those which have been constructed, built, converted,
or arranged for human habitation, provided that they
are not at the time of the data collection used wholly
for other purposes.

Those which have been constructed for purposes


other than human habitation but being used as living
quarters at the time of the data collection.
(Residential, Vacant, Vacation House, Excluded)

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REGULAR BUILDINGS
Residential building that is presently occupied by a
household; A residential building is a building, which,
by the way, it has been designed or constructed, is
intended for abode such as a single house, duplex
house, apartment, condominium, or other multi-unit
residential building.

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REGULAR BUILDINGS
Vacant residential building, except that which is open
to elements, that is, the roofs, walls, windows, and/or
doors no longer protect the interior of the building
from wind and rain as a result of fire, deterioration, or
vandalism.

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REGULAR BUILDINGS
Vacant deteriorated residential building, which shows
some signs that deterioration is being prevented to
some extent, such as when the windows and/or doors
are covered with wood, metal, or other materials to
keep them from being destroyed or to prevent entry
into the building, or when secondary posts are added
to prevent the building from collapsing

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REGULAR BUILDINGS
Other structures not intended for human habitation
but are presently occupied by a household, such as a
cart (kariton), abandoned railroad car, dilapidated bus,
culvert, trailer, barge, boat, cemetery, and others.

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REGULAR BUILDINGS
Residential building, which is presently not occupied by a
household but used for purposes other than residential,
provided that it still has one or more vacant housing units
(VHU);

Example:
An apartment building with three (3) units, two (2) of which
are used as business offices and the other one is vacant.

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WHAT IS HOUSING UNIT?
A housing unit is a structurally separated and independent
place of abode which, by the way, it has been constructed,
converted or arranged, is intended for habitation by one, or
more households.

Normally, a housing unit is intended for habitation by one


household. However, in some cases, two or more households
may share the same building or the same housing unit as their
place of habitation. The building may have more than one
housing unit but from its physical layout, the different housing
units may not be discernible.

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WHAT IS HOUSING UNIT?
Structures that are not intended for habitation, such as
commercial, industrial, and agricultural buildings, or natural
and man-made shelters such as a boat, abandoned truck,
culvert, and others, but which are used as living quarters by
households are also considered as housing units. In the same
manner, parts of structures of residential and nonresidential
buildings that are used as living quarters by households such
as a garage, stock room, and others should be considered as
housing units if they meet the requirements.

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WHAT IS HOUSING UNIT?
A portion of a building (a room or a group of rooms) qualifies as a separate
housing unit if it meets both the following requirements:

Separateness – the portion of a building must have facilities for sleeping,


preparing, and taking meals, and its occupants must be isolated from the
other households in the building using walls or permanent partitions; and

Direct access – the portion of the building can be accessed directly from the
outside of the building, that is, the occupants can come into the portion of
the building without passing through anybody else’s premises from the
street, pathway, alley, road, yard, catwalk, public or communal staircase,
passage, gallery, grounds or through a common hall.

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DIRECT ACCESS
COMMON HALLWAY FROM THE OUTSIDE

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How many
housing units
does this building
have?

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How many
housing units
does this building
have?

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HOUSING UNIT TYPE
REGULAR - with occupants

VACANT - able units but with no occupants

VACATION/REST HOUSE - used solely as rest house with no


permanent occupants

EXCLUDED - houses of foreign dignitaries such as ambassadors

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HOUSEHOLD VS NUCLEAR
FAMILY
HOUSEHOLD is composed of a person or group of persons
living together with a common preparation and consumption of
food

NUCLEAR FAMILY - a single or nuclear family is unit composed of


father, mother and own children living together. In other words, a
nuclear family is composed of a father and mother with unmarried
children or a parent with children.

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HOUSEHOLD
● A person who shares a housing unit with a household but separately cooks
his/her meals or consumes his/her food elsewhere is not considered a
member of that household. This person should be listed as a separate (one
member) household.

• As a rule, if two (2) groups of individuals prepare and consume their meals
together but sleep in separate housing units, then the two (2) groups
constitute two (2) different households. An exception is that of
sons/daughters who are still economically dependent on their parents but live
in a separate but adjacent housing units for convenience; they are considered
members of their parent’s household. However, if the sons/daughters are
economically independent of their parents, they should be listed as a
separate household.

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HOUSEHOLD
● Economically dependent children are those who still derive/need financial
support from their parents or other benefactors and whose decision-making
rests on their parents/benefactors.

A household is different from a family.

Household helpers, boarders, and nonrelatives are not considered as family


members. They are considered household members for as long as they share the
same housing unit with the household and have a common arrangement in the
preparation and consumption of food.

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FAMILY
● For the purpose of CBMS data collection, a family is regarded as a group of
persons usually living together and composed of the family head and other
persons related to the head by blood, marriage or adoption.

● A single or nuclear family is unit composed of father, mother and own children
living together. In other words, a nuclear family is composed of a father and
mother with unmarried children or a parent with children. Details about
compositions of nuclear families for CBMS purposes is provided in the
discussion of Section A data items.

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FAMILY
● An extended family on the other hand is composed of the nuclear family defined above
together with other relatives, that is family members related by blood, marriage or
adoption. It also refers to parents with married children, or a lone parent (either a mother
or a father) with married children, or grandparents with grandchildren, or uncle/aunt with
nephews/nieces, or cousins who are living together.

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Household Population
● The household population comprises of persons who belong to a household. In
determining the household membership, the basic criterion is the usual place of
residence or the place where the person usually resides. This may be the same or
different from the place where he/she is found at the time of the data collection.
As a rule, it is the place where he/she usually sleeps.

BASIC CRITERION IN LISTING HOUSEHOLD MEMBERS


Usual place of residence.

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MEMBERS OF THE
HOUSEHOLD
Those who are present at the time of the visit and whose usual place of
residence is the housing unit where the household lives.

Family members who are overseas workers that are away at the time of the
data collection but expected to return within five (5) years from the date of
the last departure.

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MEMBERS OF THE
HOUSEHOLD
Family members who are overseas workers that are away at the time of the
data collection but expected to return within five (5) years from the date of
the last departure.
● overseas worker is currently out of the country due to overseas
employment. He/She may or may not have a specific work contract or
maybe present at home on vacation but has existing overseas
employment to return to.
● Undocumented overseas workers are still considered as members of
the household for as long as they have been away for not more than
five (5) years. Immigrants, however, are excluded from the data
collection

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MEMBERS OF THE
HOUSEHOLD
Those whose usual place of residence is the place where the
household lives but are temporarily away at the time of the data
collection for any of the following reasons:

● on vacation, business/pleasure trip, or training somewhere in


the Philippines and are expected to be back within six (6)
months from the date of departure. An example is a person on
training with the Armed Forces of the Philippines for not more
than six (6) months;
● on vacation, business/pleasure trip, or study/training abroad
and are expected to be back within a year from the date of
departure;

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MEMBERS OF THE
HOUSEHOLD
● working or attending school outside their usual place of residence but
usually come home at least once a week;
● confined in a hospital for a period of not more than six (6) months as
of the time of enumeration, except when they are confined as patients
in a mental hospital, leprosarium/leper colony, or drug rehabilitation
center, regardless of the duration of their confinement;
● detained in a provincial/city/municipal jail or military camp for a
period of not more than six (6) months as of the time of enumeration,
except when their sentence or detention is expected to exceed six (6)
months;

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MEMBERS OF THE
HOUSEHOLD
● on board, a coastal, interisland, or fishing vessel within Philippine
territories; and
● onboard, an oceangoing vessel but are expected to be back within five
(5) years

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MEMBERS OF THE
HOUSEHOLD
Boarders/lodgers of the household or employees of a household-operated
business who do not usually return/go to their respective homes weekly.

Citizens of a foreign country who have resided or are expected to reside in


the Philippines for at least a year from their arrival, except members of a
diplomatic mission and non-Filipino members of an international
organization.

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MEMBERS OF THE
HOUSEHOLD
Filipino balikbayans with a usual place of residence in a foreign country but
have resided or are expected to reside in the Philippines for at least a year
from their arrival.

Persons temporarily staying with the household who have no usual place of
residence or who are not certain to be enumerated elsewhere.

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MEMBERS OF THE
HOUSEHOLD
Take note of the following special cases:

● If there are 35 or more boarders in the household, DO NOT INCLUDE them as


members of the household with whom they live.

● A person who lodges with a household but makes arrangements for his/her own
meals or takes his/her meals outside (for instance, a bed spacer) is not considered a
member of that household. He/she constitutes a one-member household.

● Two (2) or more families who share the same housing unit are considered as one (1)
household if they have a common arrangement for the preparation and consumption
of food. They comprise different households if they prepare their food separately.

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MEMBERS OF THE
HOUSEHOLD
Take note of the following special cases:

● Two (2) or more unrelated individuals who share the same housing unit also constitute
one (1) household if they have a common arrangement for the preparation and
consumption of food. If each of them prepares/ consumes his/her own meal
separately, then each one is considered a one-member household.
● Persons who take their meals with a household but sleep elsewhere are not
considered members of that household.

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HOMELESS
Homeless refers to individuals or households living in the streets or public spaces (such as
parks and sidewalks) and all those without any form of shelter.

For 2023 CBMS, those homeless or persons living in the streets or public spaces who have
no usual place of residence or are not certain to be enumerated elsewhere should be
listed where they are found.

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HOUSEHOLD HEAD
The household head is an adult member of the household, male or female who is
responsible for the organization and care of the household, or who is regarded as such by
the members of the household.

Be reminded of the concepts and definitions of household and household membership to


avoid cases of household members not being listed or non-household members being
included.

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RESPONDENT
The respondent is the household head or the spouse of the head. In the absence of the
household head or of his/her spouse, the respondent can be any responsible adult
member who can provide reliable answers to questions asked by the survey interviewer
about the household and its members.

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Whom to Enumerate
Persons to be Included in the Enumeration

● All living persons as of 12:01 a.m. of March 1, 2023 will be enumerated.


Specifically, these are the following:

● Filipino national permanently residing in the Philippines;

● Filipino national who, as of March 1, 2023, is temporarily at the Philippine Sea or on


vacation or business/pleasure trip somewhere in the Philippines and is expected to
be back within six (6) months from the date of departure;

● Filipino national who, as of March 1, 2023, is temporarily on vacation,


business/pleasure trip or studying/training abroad and is expected to be back within
a year from the date of departure;

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Whom to Enumerate
Persons to be Included in the Enumeration

● Filipino overseas worker, including those on-board an ocean-going vessel, who is


away as of March 1, 2023 but is expected to be back within five (5) years from the
date of his/her last departure;

● Philippine government official, military or civilian, including Philippine diplomatic


personnel and his/her family, assigned abroad;

● Civilian citizen of a foreign country who has his/her usual residence in the Philippines,
or a foreign visitor who has stayed or is expected to stay for at least a year from the
date of his/her arrival in the country.

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Whom to Enumerate
Below is a guide in including or excluding newly-born children and persons who died
around the CBMS data collection reference date.

Reference Period: March 01, 2023 Include/Exclude in the


Enumeration
A baby born before or exactly 12:01 a.m. Include

A baby born after 12:01 a.m. Exclude

A person died after 12:01 a.m. Include

A person died before or exactly 12:01 a.m. Exclude

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Whom to Enumerate
Persons to be Excluded from the Enumeration

● You should exclude the following persons from enumeration although they happen
to be within the territorial jurisdiction of the Philippines at the time of the CBMS
enumeration:

● Foreign ambassador, minister, consul or other diplomatic representatives, and


members of their families.

● Citizen of a foreign country living within the premises of an embassy, legation,


chancellery or consulate

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Whom to Enumerate
Persons to be Excluded from the Enumeration

● Citizen of a foreign country who is a chief or official of an international organization,


who is subject to reassignment to other country after his/her tour of duty in the
Philippines, and members of their families.

Examples of these international organizations are United Nations (UN), International


Labor Organization (ILO), Asian Development Bank (ADB), Food and Agriculture
Organization (FAO) or the United States Agency for International Development
(USAID);

● Citizen of a foreign country, together with non-Filipino members of his/her families,


who is a student or who is employed or has a business in the Philippines, but who has
stayed or is expected to stay in the country for less than a year from his/her arrival;

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Whom to Enumerate
Persons to be Excluded from the Enumeration

● Citizen of a foreign country or Filipino with usual place of residence in a foreign


country, who is visiting the Philippines and who has stayed or is expected to stay in
the country for less than a year from his/her arrival.

Example:
A balikbayan who will return to his/her usual place of residence abroad after a
short vacation or visit in the Philippines; and

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AM I A
HOUSEHOLD
MEMBER?

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Spouses Jose and Maria who have established a
house in Barangay Poblacion and are meat
vendors in the public market.

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Juan, 28 years old, and is the son of Jose and
Maria. He is a physically disabled person and has
been in the household his entire life.

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Diane, 27 years old, and is the second eldest child
of Jose and Maria. She is working as an engineer
in Saudi and hasn't come back in the household
since 2019. When she comes back, she stays for at
least a year.

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Mohammad, husband of Diane for 3 years who is
an Egyptian National. Together with Diane, they
sometimes visit the household where he would
stay for three months at a time before going back
to Saudi.

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Aliya, daughter of Diane and Mohammad who has
lived with Jose and Maria since she was born but
is currently vacationing in Egypt with her other
grandparents and hasn't come back since January
of 2020 and is not expected to be back until
December 2022.

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Bernadette, 23 years old and the third eldest child
of Jose and Maria. she is currently on a business
trip in Cebu and is expected to be back by
December next year.

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Paolo, husband of Bernadette is working in the
neighboring town as a Marketing Supervisor and
comes home to the household on weekly basis.

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Marjorie, daughter of Bernadette and Paolo who
is currently hospitalized in Baguio since December
of last year and is expected to be back December
this year.

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Patricia, 17 years old, who is the youngest child of
Jose and Maria and is currently enrolled in the
University of Santo Tomas. She comes home every
semester's end.

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Aling Diding who is the family's household helper
since 1986. She has a family to whom she comes
home to every week.

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Mang Edu, who is the family driver since 1990 and
lived with them ever since. He never got married
and is staying in a room in the aide's quarters.

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HOUSEHOLD STICKER

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NON-HOUSEHOLD STICKER

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DEMOGRAPHY

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DEMOGRAPHY
This section collects information about the household
members.

Data collected from this section are very useful for


building/updating registries, and identifying certain
groups in a barangay/city/municipality.

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DEMOGRAPHY
Names of household members Religious affiliation
Relationship to the household head Registration in Philippine Identification System
Nuclear family assignment PhilSys Card Number
Relationship to the head of the Step-2 registration
nuclear family City/Municipal LGU ID
Sex LGU ID Number
Age Solo Parent
Birth registered in Local Civil Registry Office Solo Parent ID
Ethnicity

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NAMES OF HOUSEHOLD
MEMBERS
Write the names of all household members according to this order:

1. Household Head
2. Spouse of the Household Head
3. Never-married children of the head/spouse from the eldest to the youngest
4. Ever-married children of the head/spouse from the eldest to the youngest
5. Other relatives of the Household Head
6. Non-relatives of the household head

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NAMES OF HOUSEHOLD
MEMBERS
The household head is an adult member of the household, male or female who is responsible
for the organization and care of the household, or who is regarded as such by the members of
the household.

NOTE: OFWs can be considered/listed as household head.

NOTE: that there should only be one (1) household head for each household interview. Should
the respondent report that there is more than one (1) household head, you may revisit the
concept of household or explain the concept of household head to the respondent.

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NAMES OF HOUSEHOLD
MEMBERS
SPECIAL CASES HOW TO RECORD

Household member has no last ● Write the name as given in the space provided on the first name.
name. ● Input "NOT APPLICABLE" on the space for the last name.

Household member has no ● Write the name as given in the space provided on the first name.
middle name. ● Leave blank. This data item is not a required data item.

Head has more than one spouse ● If the head has more than one (1) spouse who is living in the same household,
living in the same household. list down the name of the first spouse and their children, followed by the
second spouse and their children, and so on, keeping the nuclear family
together, as intact as possible.

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NAMES OF HOUSEHOLD
MEMBERS
SPECIAL CASES HOW TO RECORD

Overseas workers ● Inform the respondent that you need to include in the list all household members
who are overseas workers and undocumented workers or so-called TNT (Tago
Nang Tago) if the household still considers them as members and if the
respondent still mentions their names when you ask about the names of the
household members, provided that he/she is expected to return within five years
from the date of the last departure. However, immigrants are excluded from the
CBMS data collection.

Respondent wants you to list a ● DO NOT RECORD.


member who does not qualify ● Explain to the respondent that we are strictly adhering to internationally-accepted
as household member per our census concepts/definitions and that the person he/she wants to include in his/her
definition. household will definitely be included in another household.
Ex: Students who attends schools in Manila and other province and go
home once a month.

You are not sure as to whether ● INCLUDE that person but write the necessary notes or explanations.
a person should be included or ● Refer this matter to your supervisor.
excluded in the household.

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RELATIONSHIP TO THE
HOUSEHOLD HEAD
Head Granddaughter Uncle
Spouse Father Aunt
Son Mother Nephew
Daughter Father-in-law Niece
Stepson Mother-in-law Other relative
Stepdaughter Brother Boarder
Son-in-law Sister Domestic helper
Daughter-in-law Brother-in-law Nonrelative
Grandson Sister-in-law

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RELATIONSHIP TO THE HOUSEHOLD HEAD
SPECIAL CASES HOW TO RECORD

Same-sex partner of the ● Partner may be categorized as ‘OTHER RELATIVE’ if the partner
household head and the head are cohabiting, connected by pseudo-civil
partnership, and if the partner is actively contributing to the
income and/or decisions in the household

● Please be reminded that you should not refute the response of


the respondent on this matter, as this may be a sensitive topic to
discuss to some people. Put corresponding NOTES/REMARKS,
e.g., “same-sex couple”, should there be instances on such.

A household member is a ● Record the household member as “BOARDER”.


relative of the household
head and a boarder.

A household member is a ● Record the household member as “DOMESTIC HELPER” OR


relative of the household “KASAMBAHAY”(role of member in the household)
head and a domestic helper.

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RELATIONSHIP TO THE
HOUSEHOLD HEAD

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NUCLEAR FAMILY
ASSIGNMENT
A single or nuclear family is unit composed of father, mother and own children living
together. In other words, a nuclear family is composed of a father and mother with
unmarried children or a parent with children.

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NUCLEAR FAMILY
ASSIGNMENT
Teresa Dela Cruz
Ilang nuclear families ang Mother of Juan
meron sa mapang ito?

Sinu-sino ang members ng Juan Dela Cruz Juana Dela Cruz


Household Head Wife of Juan
nuclear family Nuclear family
2? Nuclear family 3? Nuclear
family 4?
Pedro Dela Cruz Ana Garcia Ben Garcia
Nuclear Family 1 Son of Juan Daughter of Juan Son-in-law of Juan

Nuclear Family 2

Nuclear Family 3
Emma Reyes Jude Garcia
Nuclear Family 4 Domestic Helper Grandson of Juan

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NUCLEAR FAMILY
ASSIGNMENT
Teresa Dela Nuclear Family 1
Cruz
Mother of Juan Nuclear Family 2

Nuclear Family 3
Juan Dela Cruz Juana Dela Cruz
Household Head Wife of Juan Nuclear Family 4

Pedro Dela Cruz Ana Garcia Ben Garcia


Son of Juan Daughter of Juan Son-in-law of Juan

Emma Reyes Jude Garcia


Domestic Helper Grandson of Juan

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NUCLEAR FAMILY
ASSIGNMENT
Nonrelative members of the household to be treated each as "nuclear family". Each domestic
helper is to be treated as one (1) nuclear family. Each boarder (not a relative of other boarder
in the household) is to be treated as one (1) nuclear family.

NOTE: that couples (or partners) who are not legally married but cohabiting, i.e., common-law, or
live-in partners, are considered nuclear family for the purpose of CBMS data collection.

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RELATIONSHIPS TO THE
HEAD OF THE NUCLEAR
FAMILY
One-member household Brother
Family head Sister
Spouse Father
Partner Mother
Son Other family member
Daughter

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RELATIONSHIPS TO THE
HEAD OF THE NUCLEAR
FAMILY
The head of the nuclear family (similar to the household head) is an adult member of the
nuclear family, male or female, who is responsible for the organization and care of the family,
or who is regarded as such by the members of the family.

NOTE: that there should only be one (1) head in each nuclear family. If a person is the only
member of the nuclear family, then he/she will automatically be the head of the nuclear family.

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SEX
Most often, the sex of each household member can be determined by his/her name or
relationship to the household head, but in some cases, there is a need to ask the
respondent whether the person is a male or female.

Some names such as Charlie, Florence, Alex, Joy, Tony, Frances, Jackie, Dany, George,
Rosario, Joey, and others have been commonly given to either a male or female
person.

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DATE OF BIRTH
Should the respondent have difficulty in remembering the dates, please probe by citing
key or significant events that might lead to the determination of the date of birth of the
household member. You may cite or use terms of Philippine president, election years,
major natural disasters, key dates in history, world events, etc.

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AGE
This will be automatically generated in the Bytelogs Mobile Application but you still need to
ask the question to the respondent. Verify if the age mentioned by the respondent is the same
with the value generated by the application. If they are not the same, you may revisit the
inputted birthday with the respondent.

For the purpose of this CBMS, age as of February 28, 2023 refers to the interval of time
between the person’s date of birth and his/her last birthday prior to February 28, 2023. It is
expressed in completed years or whole number.

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MARITAL STATUS
Marital status refers to the personal status of an individual with reference to the marriage laws
or customs of the country. It is often related to civil status, the term usually used in official and
private records, documents, and transactions in the country. The person’s marital status shall
be as of the date of visit.

For persons below 10 years old, automatically be Single without asking the question. In cases
when such household members have marital status other than Single, please record the actual
marital status. Put NOTES on the response/data item when such case happens, e.g., “As
reported and verified by respondent”, etc.

Regardless of your knowledge of any official record or of your personal knowledge about the
marital status of a person, record his/her marital status as reported by the respondent.

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MARITAL STATUS
Single – a person who has never been married

Married – a person married in a religious, civil ceremony or tribal rites, either living with his/her
spouse at the time of visit or temporarily living apart because his/her spouse is employed
elsewhere (as in the case of a person whose spouse is an overseas worker, or works in the
Armed Forces and residing somewhere else)

Common-law / Live-in – a person cohabiting or living consensually with another person as


husband and wife without the benefit of a legal marriage

Widowed – a married person whose spouse has died and who has not married up to the time
of visit

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MARITAL STATUS
Separated – a person separated legally or not from his/her spouse because of marital discord
or misunderstanding

Annulled – Annulment applies to a marriage that is presupposed valid until otherwise declared
annulled by the court

Unknown – a person whose marital status is unknown to the respondent, or whose marital
status is being concealed by the respondent/person himself/herself

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ETHNICITY
Ethnicity is a primary sense of belonging to an ethnic group based on descent/blood
relation/consanguinity. Ethnic group is consanguineous in nature, meaning, the ties are
reckoned by blood and traced through the family tree. Thus, ethnicity refers to the household
member’s identity, by descent/blood relation/consanguinity and not by mere choice nor by
adoption or confirmation by any ethnic group primarily the Indigenous Peoples (IPs).

Ethnicity includes indigenous peoples, non-indigenous ethnic groups, and foreign descent.

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ETHNICITY

Indigenous Akeanon, Manobo, Subanen/Subanon,


Peoples Ibanag, and Kankanaey

Non-indigenous Tagalog, Bisaya/Binisaya, Cebuano,


ETHNICITY
Ethnic Groups Ilocano, and Ilonggo

American, Chinese, Japanese, Indian,


Foreign Descent
and Koreans

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ETHNICITY (GUIDELINES)
CASE 1: Mixed Non-IP Parents CASE 2: Mixed IP Parents

Father - Tagalog Mother - Ilocano Father - Kankanaey Mother - Ibaloy

In this case, children below 13 years of age who In this case, children below 13 years of age who
could not yet decide on their ethnicity at the time could not yet decide on their ethnicity at the time
of census should take the ethnicity of their of census should take the ethnicity of their
mother. mother.

Children aged 13 years old and over will decide Children aged 13 years old and over will decide
between the ethnicity of their parents. If these between the ethnicity of their parents. If these
children are around, ask them directly. Otherwise, children are around, ask them directly. Otherwise,
ask the respondent on behalf of these children. ask the respondent on behalf of these children.

DECISION RULE: DECISION RULE:


Children 13 years old and over - either Tagalog Children 13 years old and over - either Kankanaey
or Ilocano Children below 13 years old - Ilocano or Ibaloy Children below 13 years old - Ilocano

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ETHNICITY (GUIDELINES)
CASE 3: Mixed IP Non-IP Parents
EXAMPLE 1 EXAMPLE 2

Father - Dumagat (IP) Father - Kapampangan (Non - IP)

Mother - Kapampangan (Non - IP) Mother - Dumagat (IP)

If only one of the parents is an IP, the


ethnicity of all children, regardless of age,
should follow that of the IP parent.

DECISION RULE:
All children - Dumagat

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ETHNICITY (GUIDELINES)
CASE 4: Mixed IP Muslim Parents
EXAMPLE 1 EXAMPLE 2

Father - Dumagat (IP) Father - Kapampangan (Non - IP)

Mother - Kapampangan (Non - IP) Mother - Dumagat (IP)

Religion: Islam Religion: Islam

Muslim tribes are paternalistic, by nature.

For a family with Islam as religion, the ethnicity of all children,


regardless of age, should follow the father's ethnicity.
However, for a family that adopted a religion other
than Islam, the ethnicity of the children, regardless of
age, should be that of the IP parent. In both
DECISION RULE: examples, the child's ethnicity should be Manobo.
Example 1 Example 2
All children - Dumagat All children - Manobo (IP) In ancestral domain (AD), the ethnicity of the child
should follow the ethnicity of the IP parent who
belongs to such AD.

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ETHNICITY (GUIDELINES)
CASE 5: Mixed Muslim Parents
EXAMPLE 1 EXAMPLE 2

Father - Tausug Father - Sangil

Mother - Sangil Mother - Tausug

Religion: Islam Religion: Islam

In this case, for a family with Islam as religion, all children, regardless of age, should
follow the ethnicity of their father.

DECISION RULE:
Example 1 Example 2
All children -Tausug All children - Sangil

However, for a family belonging to a Muslim tribe that adopted a religion other than Islam, the ethnicity
of the children aged 13 years old and over should decide between the ethnicity of their parents, while
children below 13 years of age should take the ethnicity of their mother.

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ETHNICITY (GUIDELINES)
CASE 6: Mixed Muslim and Non-IP Parents
EXAMPLE 1 EXAMPLE 2

Father - Tausug (Muslim) Father - Bicolano (Non-IP)

Mother - Bicolano (Non-IP) Mother - Tausug (Muslim)

Religion: Islam Religion: Islam

In example 1, all children, regardless of age, should be considered as Tausug. However, if it happens
that the father is a Bicolano and the mother is Tausug (example 2), their children should be considered
as Bicolanos, strictly adhering to paternalistic concept.
DECISION RULE:
Example 1 Example 2
All children -Tausug All children - Bicolano

Answers such as Igorot, Cordilleran, Lumad, Bangsa Moro, among others are not IP or ethnic groups. These are generic
or general/collective terms coined by others or by religious groups to refer to groups, which, with constant use and span
of time, have somewhat adopted to identify themselves with. If you encounter answers such as these, probe further by
mentioning some of the predominant/common subgroups in the area.

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RELIGIOUS AFFILIATION
Religious affiliation refers to a particular system of beliefs, attitudes, emotions, and behaviors
constituting man’s relationship with the powers and principalities of the universe. Data on this
are required for the planning of religion-related and/or religion-sponsored activities. They may
also be used in examining the ethnic characteristics of the population.

For the 2023 CBMS, religion is either defined as: (a) religious or spiritual belief of preference,
regardless of whether or not this belief is represented by an organized group or (b) affiliation
with an organized group having specific religious or spiritual tenets.

An infant who is not yet baptized must carry the religious affiliation of his/her mother.

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PHILIPPINE
IDENTIFICATION SYSTEM
The Philippine Identification System Act or Republic Act No. 11055 or the PhilSys Act aims to
establish a single national identification system for all citizens and resident aliens of the
Republic of the Philippines. The valid proof of identity provided by the PhilSys shall be a
means of simplifying public and private transactions and shall be a social and economic
platform that promotes seamless social service delivery and strengthening of financial
inclusion for both public and private services.

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PHILSYS CARD NUMBER
The PhilSys Card Number (PCN) serves as the serial number for the physical ID card. The PCN
is different from the registrant’s PhilSys Number (PSN).

PhilSys Card Number


(PCN)

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PHILSYS CARD NUMBER
(PCN)
The PhilSys Card Number (PCN) serves as the serial number for the physical ID card. The PCN
is different from the registrant’s PhilSys Number (PSN). Should a cardholder report a missing ID
card, he or she will get a new PCN along with a new Phil ID but the PSN will be retained.
Record the PCN that is located at the upper portion at the front of the PhilID.

Household members who were issued PhilIDs and are present at the time of interview may be
requested to show their IDs.

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PHILSYS CARD NUMBER
(PCN)
Note that Phil ID is a confidential and private document.
Do not capture a photo of a person’s Phil ID.
Do not force the person to show or share his/her ID to you. Request them to read
for you the PCN. If they cannot do it due to physical limitations, you may provide
your assistance by letting them show you their PhilID while you record the
number in the questionnaire. PCN may be used by the PSA to verify identity of
persons in CBMS with Phil IDs.

Step 2 of PhilSys Registration includes validation of demographic data, and


capture of biometric information such as fingerprint, iris scan, and front-facing
image.

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CITY/MUNICIPAL LGU ID
City/Municipal ID is a program of the local government units to record a
profile of their city/municipal residents with an aim to provide better services
for them.

Note that the PhilID program led by the PSA is NOT THE SAME as the
city/municipal LGU ID. Probe further so that you are sure that the
respondent understands that you are actually referring to the city/municipal
ID, NOT the Phil ID. City/municipal LGU ID should be issued in the
city/municipal LGU where the household resides.

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BUILDING A
BETTER FUTURE
TOGETHER

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