Community-Based

Monitoring System

Training of Trainers on

CBMS APP Module 1:

Data Collection using CBMS SCAN and CBMS PORTAL
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
1

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

CBMS APP Module 1: Data Collection

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Monitoring System

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. Participants 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. Participants 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

Ideal ratio of TWG staff to Field Coordinator is 1:5

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
2
3

CBMS APP Module 1: Data Collection

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Training Program of CBMS APP Module 1

Day 1 (for LGU Monitors/Technical Working Group members of the LGU)
8:30 am 9:00 am

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
3. Setting up Accounts
4. Workgroups

10:45am 12:00nn
12:00nn 1:00 pm

Lunch Break

1:00 pm 2:00 pm

C.

Discussion of CBMS BPQ 09201301

2:00 pm 4:00 pm

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

4:00 pm 4:15 pm

Coffee Break

4:15 pm 5:00 pm

E.

CBMS APP Module 1: Data Collection

Practice Interview in Filling-out the BPQ

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

8:00 am 8:30 am

Registration

8:30 am 9:00 am

I.

Opening Program

9:00 am 9:30 am

II.

Overview of CBMS and CBMS APP

9:30 am 10:30 am

III.

CBMS HPQ 10201301

Page 1 (Identification, Housing Characteristics and Characteristics
of the Household)

10:30 am 10:45 am

Coffee Break
Page 2 (Demography)
Page 3 ( Education and Literacy and Political Participation)

10:45 am 12:00 am

12:00 nn 1:00 pm

Lunch Break
Page 4-5 (Economic Activity)

1:00 pm 3:00 pm
3:00 pm 3:15 pm

Coffee Break

3:15 pm 4:00 pm

Page 6 (Health, Crime and Nutrition)

4:00 pm 5:00 pm

Practice Interview using paper questionnaire

Day 3
8:30 am 9:00 am

Evaluation and review

9:00 am 10:00 am

Page 7 (Water and Sanitation, Housing and Waste Management)

10:00 am 10:15 am

Coffee Break

10:15am 11:00am

Page 8 (Sources of Income)

11:00am 12:00pm

Page 9 ( Agricultural Activities and Climate Change)

12:00 nn 1:00 pm

Lunch Break
Page 10, 11 and 12 (Climate Change, Hunger, Household Members who
Died and Access to Programs)

1:00 pm 3:00 pm
3:00 pm 3:15 pm

Coffee Break

3:15 pm 5:00 pm

CBMS APP Module 1: Data Collection

Practice Interview using paper questionnaire

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Monitoring System

Day 4
8:30 am 10:00 am

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

10:00 am 10:15 am

Coffee Break
3. Creating and Editing Interview Forms

10:15 am 12:00 pm
12:00 nn 1:00 pm

Lunch Break

1:00 pm 5:00 pm

V.

Classroom Exercise (Practice Interview of Household Profile

Questionnaire using Tablets)

8:30 am 10:00 am

VI.

Field Exercise (Practice Interview of Household Profile Questionnaire

using Tablets)

10:00 am 10:15 am

Coffee Break

10:15 am 12:00 pm

VII. Sharing/Sending Form Data

12:00 nn 1:00 pm

Lunch Break

1:00 pm 2:00 pm

VIII. Using Same HH IDs in previous Census (Generating Panel Data)

2:00 pm 3:30 pm

IX.

3:30 pm 4:30 pm

Planning for next set of activities

Day 5

4:30 pm 5:00 pm

X.

CBMS APP Module 1: Data Collection

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

Closing Program

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