Questionnaires
MODULE
There are two modules of the questionnaires and they include; A) Organizational Module and B) Volunteering module.
A. Organizational Module:
The organizational module comprises of four (4) sections in eight (9) pages; the enumerator should fill this module with a respondent who should hold an administrative position within the NPI. Section four of this module may require that the respondent has accounting knowledge.
i. Section 1: This is the identification section of this module that forms the cover page of the questionnaire. It contains the four bullets indicated in 2 above. The enumerator should ensure that the interview session starts with this section. The purpose and the confidentiality of the survey should be well explained to the respondent and permission sought to go on with the interview. This section should not last more than 10 minutes.
ii. Section 2: General Information: This section provides the general information about the NPI and starts from page 2 through page 3 of this module. It contains 13 questions ranging from 2.1 to 2.13.
Q2.1: Main activity of NPI: This refers to the activity that consumes the bulk of the resources of the NPI. The response should be precise but well stated. Refer to the list of ICNPO activities at the inner back page provided and record the appropriate four digit code.
Q2.2: Date of Registration: Record the date when the NPI was registered / last renewed. The date should be recorded in the format provided, one digit per box.
Q2.3: Legal Form: Mark the registered legal form of the NPI using a tick. The legal form must match organization form 1 through 8 and the four institutional units A through B.
- [A] Non-Financial Corporation: These are institutions engaged in the market production of goods and non-financial services: for example, hospitals, schools or colleges that charge fees that enable them to recover their current production costs, or trade associations financed by subscriptions from non-financial corporate or unincorporated enterprises whose role is to promote and serve the interests of those enterprises.
- Those providing services to corporations whose output is sold to the corporations concerned and treated as intermediate consumption;
- [B] Financial Corporation: These are engaged in market production of a financial nature such as microcredit financing organisation are principally engaged in financial transactions as well as those NPIs financed by subscriptions from financial enterprises whose role is to promote and serve the interests of those enterprises
- [C] General Government: These are NPIs engaged in non-market production that are controlled by government units or social security funds. They receive substantial government support and are substantially controlled by government.
- [D] Non-Profit Institution Serving households: These are NPIs that provide non-market goods or services to households or to the community at large. They receive most of their income from households in the form of contributions and are not substantially controlled and financed by government.
Q2.4: Number of branches: It should be recorded one digit per box and no box should be left blank.
Q2.7: Number of registered members: This refers to the number of members who fulfilled registration requirements which may include; paying membership fee, possessing membership card, etc.
Q2.8: Area served by NPI: It is the service coverage of the NPI as opposed to registered coverage.
Q2.12: Services and activities of the NPI: Circle all the services and/or activities conducted by the NPI. Refer to the inner back page for more activities. Determine percentage of income and expenditure associated with the activities circled.
Q2.13: Accounting period of the NPI: It refers to the start and the end date and month for the financial year of the NPI. This may vary from NPI to NPI.
iii. Section 3: Employment: This section provides information on Employment by the NPI. The section is found on pages four (4) and five (5) of the module and comprises of eight (8) questions 3.1 to 3.8.
Q3.1: Number of Paid employees: Record the number of employees who had salary or wage entitlements according to the major three activities and the rest of the activities grouped under others by month for both full-time and part-time employees in 2008 and 2009 respectively.
Q3.2: Hours per week for paid employees: Record an average number of hours in a week that paid employees work for the NPI. This should be recorded for both full-time and part-time as appropriate.
Q3.3: Employment of Volunteers: A volunteer is a person performing work for the NPI without monetary pay or legal obligation. Usually, the volunteer may be paid some subsistence allowances.
Q3.4: Number of Volunteers in 2008 and 2009: Record the number of all volunteers that worked for the NPI in 2008 and 2009 respectively by gender according to the major activities identified. Some volunteers work full time where as others may be occasional, but all must be recorded during the months they worked.
Q3.5: Average volunteer hours worked per month: Record the number of hours an average volunteer worked per month in 2008 and 2009 respectively.
iv. Section 4: Finance: This section seeks data relating to financial records of the NPI and consists of six (6) broad questions 4.1 through 4.6 found on pages 6 to 9. of the module. In this section, there are two years of interest which include 2008 and 2009. If the financial year of an NPI cuts across two calendar years, the enumerator must ensure that the financial years under consideration have majority of their months in 2008 and 2009 respectively which must be recorded and followed strictly for each of the questions in this section. All figures must be recorded in thousands of Uganda shillings. In case of figures in dollars, use the following conversion factors: For 2008, $1 = Ush.1720 and For 2009, $1 = Ush.2030
Q4.1: Operating expenses: Record operating expenses for the two years 2008 and 2009. This does Not include purchase of buildings or major equipment. The different areas have been list in a table in q4.1. In this table, fringe benefits apply to only employees, cost of goods and services refers to sum total of all items in q4.2, Taxes (net) on production is the taxes less subsidies that the NPI incurs as a result of production activities, Property income paid may be interest, distributed income of corporations or rent paid, Transfer payments made refers to provision of goods, services, assets or labour to another institutional unit without receiving any goods, services, assets or labour in return as counterpart, Imputed Volunteer Compensation is the measure of the cost of the volunteer labour used by the NPI (Value the volunteer time with the average gross wage for the NPI or the community).
Q4.2: Cost of goods and services: Table in q4.2 has a list of services and/or activities that constitute the cost of goods and services of an NPI. Record the amount that the NPI spent on these items in 2008 and 2009.
Q4.3: Investment and Capital Expenditure: Record the consolidated amount that was spent by the NPI on buildings and other major equipment for the years 2008 and 2009.
Q4.4: Operating Income of the NPI: Record total revenue used for financing operating expenditure by the NPI in 2008 and 2009 according to the different sources listed in column A of the table. Any revenues in kind should also be recorded in column B of the same table. Gifts, grants & contributions from Gov't refers to voluntary contribution of money by government to the NPI which is unrelated to the purchase of goods and services for the use of the government, Private Philanthropy or giving refers to voluntary contribution of money by individuals (A Transfer is a transaction in which one institutional unit provides a good, service or asset to another unit without receiving from the latter any good, service or asset in return), corporation or organisation that is unrelated to the purchase of goods and services for the use of the giver. Property income refers to income receivable by the owner of a financial asset or a tangible non-produced asset in return for providing funds to or putting the tangible non-produced asset at the disposal of, another institutional unit.
Q4.5: Tax exemption: Enter an appropriate code as to whether the NPI is exempted from paying any of the taxes listed in the table. Income tax consists of taxes on incomes, profits and capital gains. Value added tax is the tax levied on the rise in value of services and goods at each stage of production. Property tax is an ad valorem tax that an owner is required to pay on the value of the property being taxed (Ad Valorem is a Latin phrase meaning "According to the worth"). Property tax can be defined as "generally, tax imposed by municipalities/councils upon owners of property. Capital gains tax is the tax on profit from the sale of investments or property. Pay-roll tax is tax on employees' salaries and/or wages.
Q4.6: Total Market Value of Assets: Record the total market value of assets by types held by this organization and also financial liabilities in the financial years 2008 and 2009 respectively. Assets are entities that must be owned by some unit and from which economic benefits are derived by their owner by holding or using them over a period of time.
B. Volunteering and Giving Module:
This module focuses on volunteering work and giving or donating of money. It contains only three main sections in addition to the identification section on the cover page. The respondent to this module MUST be a Volunteer working with the sampled NPI.
Section 2: Volunteering: By this we mean, work that an individual does that in some way helps others outside his/her own family and friends for no monetary pay. The section has six questions running from 2.1 to 2.6 on page 2.
Q2.1: Areas/Activities volunteered on: This question is based on the areas/activities listed below. Hand in the card entitled List A to the respondent before asking question 2.1. List A contains the following areas /activities;
List of Areas / activities
A. Culture, Sports & Recreation
B. Education & research
C. Health
D. Social Services
E. Environment
F. Development & Housing
G. Civic & Advocacy
H. Philanthropy
I. Religion
J. International
K. Business, Professional
L. Other (Specify)..................................................................................
Record in columns [1] and [2], codes 1 for Yes or 2 for No, if the volunteer has done any volunteer work in any of the above activities in the month of January 2010 and in the year 2009 respectively.
Q2.2: Average number of hours worked per week: Where the response is Yes (i.e. 1) in column [1] of Q2.1, record the average number of hours worked per week in column [3] of Q2.2. Similarly, where there is Yes (i.e. 1) in column [2] of Q2.1, record the average number of hours worked per week in column [4] of Q2.2.
Q2.3: Type of organisation volunteered for: Before asking Q2.3, please hand card with List B with types of organizations to the respondent. List B has the following types of organizations;
List of types of Organisations
1. NGO
2. Church, synagogue or other places of worship
3. Church related
4. Union related
5. Political Party
6. Local government organisation
7. Regional or state government organisation
8. Other government organisation
9. Commercial association or business
10. Other (specify....................................................................)
Where the response is Yes (i.e. 1) in column [1] of Q2.1, enter the code that corresponds to the type of organization worked for in [5] of Q2.3. Similarly, where there is Yes (i.e. 1) in column [2] of Q2.1, enter the code that corresponds to the type of organization worked for in [6] of Q2.3.
Q2.4: Type of type of work done: Please hand card with List C with types of work to the respondent before asking question Q2.4. The List C consists of the following types of work;
List of types of work
1. Providing services/counselling/personal care
2. Visiting/befriending people
3. Committee work
4. Office work/administration
5. Giving information
6. Advocacy and campaigning
7. Teaching or training
8. Raising money
9. Other (Specify)............................................................
Where the response is Yes (i.e. 1) in column [1] of Q2.1, enter the code that corresponds to the type of work done in [7] of Q2.4. Similarly, where there is Yes (i.e. 1) in column [2] of Q2.1, enter the code that corresponds to the type of work done in [8] of Q2.4.