cbmsapp module 1 training program

Community-Based Monitoring System

CBMS APP Module 1: Data Collection

Training on CBMS APP Module 1 data collection covers a general orientation on the background and rationale for CBMS, lectures and hands-on exercise on how to conduct the survey and field operations, and how to administer the survey forms. The training is led by the provincial and/or municipal/city CBMS focal persons and/or trainers. Objectives At the end of the module, the participants are expected to:

1. Know the concepts and definitions in the Household Profile Questionnaire (HPQ) and and Barangay Profile Questionnaire (BPQ).

2. Learn how to properly accomplish household and barangay profile questionnaires using Android gadgets

3. Learn how to recognize inconsistent entries, evaluate and field-edit answers Participants Day 1: LGU Monitors/Technical Working Group members of the LGU Qualifications to be involved in Data Collection:

1. A regular staff of the LGU for the duration of the project 2. Computer literate 3. Capable to assist/supervise enumerators in the duration of data collection 4. At least two or three staff who will handle the database of the CBMS

Days 2-5: LGU Monitors, Field Coordinators, Field Editors, Enumerators Qualifications of Field Coordinators, Field Editors, Enumerators

1. A regular staff of the LGU for the duration of the data collection 2. High school graduate 3. Computer literate

Preparatory activities 1. Forging of Memorandum of Agreement among CBMS International Network

Coordinating Team, Department of the Interior and Local Government- Bureau of Local Government Development (DILG-BLGD), DILG Region and the Local Government Unit

2. Preparation of timetable and budgetary requirements 3. Planning and estimation of training1

1Ideal number of participants per training is 50 persons per batch.

Training of Trainers onCBMS APP Module 1:

Data Collection using CBMS SCAN and CBMS PORTAL



a. Manpower requirements: Technical Working Group2, Field Coordinators3 , Field Editors4, Enumerators5

b. Equipment requirements: i. Computer and LCD for training ii. Procurement/Renting of Android gadgets for Field

Editors/Coordinators and Enumerators c. Participant’s kit (Technical Working Group)

i. 1 copy of the Enumerators manual (CBMS Manual 1) ii. 1 copy of the Mobile Data Capture Scan, Portal and Field Operations

Manual (CBMS Manual 2) iii. 2 copies of the Household Profile Questionnaire (Form 1) (1 for the

classroom exercise and 1 for the field exercise) iv. Pencils v. Other Forms (Callback Form, Distribution Forms, Monitoring Forms) vi. 1 copy of the Barangay Profile Questionnaire (Form 2)

d. Participant’s kit (Enumerators) i. 1 copy of the Enumerators manual (CBMS Manual 1) ii. 1 copy of the Mobile Data Capture Scan, Portal and Field Operations

Manual (CBMS Manual 2) iii. 2 copies of the Household Profile Questionnaire (Form 1) (1 for the

classroom exercise and 1 for the field exercise) iv. Pencils v. Other Forms (Callback Form, Distribution Forms, Monitoring Forms)

4. Request for available shape files from pertinent NGAs Data Collection activities

1. Data collection should start immediately after conduct of training to ensure that the mastery of the concepts is still retained in the minds of the enumerators.

2. Ideal time frame of survey operation is 1 month

2 Ideal ratio of TWG staff to Field Coordinator is 1:5 3 Ideal ratio of Field Coordinator to Enumerator is 1:10 4 Ideal ratio of Field Editor to Enumerator is 1:4 5 Enumerators are estimated to accomplish 10 questionnaires per day



Training Program of CBMS APP Module 1 Day 1 (for LGU Monitors/Technical Working Group members of the LGU)

8 : 3 0 a m – 9 : 0 0 a m A. Overview of CBMS and CBMS APP

9 :00 am – 10 :30 am B. CBMS PORTAL The CBMS PORTAL, a web-based platform, will house and manage the database. The Portal also acts as an offsite backup LGU data as well as gateway through which LGUs can access their datasets. It also features multi-level access to different users according to their needs and roles. 1. Getting Started with CBMS PORTAL 2. Familiarizing with CBMS PORTAL

10:30 am – 10:45 am Coffee Break

1 0 : 4 5 a m – 1 2 : 0 0 n n 3. Setting up Accounts 4. Workgroups

1 2 : 0 0 n n – 1 : 0 0 p m Lunch Break

1 : 0 0 p m – 2 : 0 0 p m C. Discussion of CBMS BPQ 09201301

2 : 0 0 p m – 4 : 0 0 p m D. CBMS SCAN The questionnaire is set inside CBMS SCAN. Using tablets, the CBMS software dubbed as CBMS SCAN will fast-track data collection and processing by encoding data while interviewing household respondents. Location of households will also be taken at the same time by getting the GPS data using Android tablets. It also features security measures to maintain confidentiality of information while facilitating census management. 1. Overview of the Tablet and CBMS SCAN 2. Installation and opening the CBMS SCAN 3. Menu 4. Registering your Mobile Devices

4 : 0 0 p m – 4 : 1 5 p m Coffee Break

4 : 1 5 p m – 5 : 0 0 p m E. Practice Interview in Filling-out the BPQ



Day 2 (for LGU Monitors, Field Coordinators, Field Editors, Enumerators)

8 : 0 0 a m – 8 : 3 0 a m Registration

8 : 3 0 a m – 9 : 0 0 a m I. Opening Program

9 : 0 0 a m – 9 : 3 0 a m II. Overview of CBMS and CBMS APP

9 : 3 0 a m – 1 0 : 3 0 a m III. CBMS HPQ 10201301 Page 1 (Identification, Housing Characteristics and Characteristics of the Household)

10 :30 am – 10:45 am Coffee Break

10:45 am – 12:00 am Page 2 (Demography) Page 3 ( Education and Literacy and Political Participation)

1 2 : 0 0 n n – 1 : 0 0 p m Lunch Break

1 : 0 0 p m – 3 : 0 0 p m Page 4-5 (Economic Activity)


3 : 1 5 p m – 4 : 0 0 p m Page 6 (Health, Crime and Nutrition)

4 : 0 0 p m – 5 : 0 0 p m Practice Interview using paper questionnaire

Day 3

8 : 3 0 a m – 9 : 0 0 a m Evaluation and review

9 : 0 0 a m – 1 0 : 0 0 a m Page 7 (Water and Sanitation, Housing and Waste Management)


1 0 : 1 5 a m – 1 1 : 0 0 a m Page 8 (Sources of Income)

1 1 : 0 0 a m – 1 2 : 0 0 p m Page 9 ( Agricultural Activities and Climate Change)

1 2 : 0 0 n n – 1 : 0 0 p m Lunch Break

1 : 0 0 p m – 3 : 0 0 p m Page 10, 11 and 12 (Climate Change, Hunger, Household Members who Died and Access to Programs)


3 : 1 5 p m – 5 : 0 0 p m Practice Interview using paper questionnaire



Day 4

8 : 3 0 a m – 1 0 : 0 0 a m IV. CBMS SCAN The questionnaire is set inside CBMS SCAN. Using tablets, the CBMS software dubbed as CBMS SCAN is expected to fast-track data collection and processing by encoding data while interviewing household respondents. Location of households will also be taken at the same time by getting the GPS data using Android tablets. It also features security measures to maintain confidentiality of information while facilitating census management. 1. Overview of the Tablet and CBMS Mobile Data Capture System 2. Menu


10:15 am – 12:00 pm 3. Creating and Editing Interview Forms

1 2 : 0 0 n n – 1 : 0 0 p m Lunch Break

1 : 0 0 p m – 5 : 0 0 p m V. Classroom Exercise (Practice Interview of Household Profile Questionnaire using Tablets)

Day 5

8 : 3 0 a m – 1 0 : 0 0 a m VI. Field Exercise (Practice Interview of Household Profile Questionnaire using Tablets)


10:15 am – 12:00 pm VII. Sharing/Sending Form Data

1 2 : 0 0 n n – 1 : 0 0 p m Lunch Break

1 : 0 0 p m – 2 : 0 0 p m VIII. Using Same HH IDs in previous Census (Generating Panel Data)

2 : 0 0 p m – 3 : 3 0 p m IX. Field Operation Guides 1. Roles of CBMS Census Volunteers

a. Enumerators, Field Editors, Coordinators and Monitors/TWG b. Duties and Responsibilities

2. General Field Operations Procedures a. Form Operation b. Copying form data to hard drive c. Tablet-personnel assignment d. Device Operation

3 : 3 0 p m – 4 : 3 0 p m Planning for next set of activities

4 : 3 0 p m – 5 : 0 0 p m X. Closing Program

cbmsapp module 1 training program

Documents