QUESTIONNAIRE

This questionnaire seeks information about financial management practices of households in a mining
environment. (The questionnaire should be filled by the family money manager who is not necessarily the
head of the household.)

Please respond to all the questions as honestly and accurately as possible. The information you give will be
treated as being highly confidential.

PART 1
PROFILE OF THE RESPONDENTS:

Family Name: ___________________________

1. Budgeteer: ____________________________
2. What is your Sex?
___ Male ___Female

3. How old are you?

___ Below 25
___ 25-34 years ___ 45-54 years
___ 35-44 years ___ 55 and above

4. What is your marital status?

___ Single ___ Divorced
___ Married ___ Widowed
___ Separated

5. How many household members do you have?

___ 0-2 ___ 6-8
___ 3-5 ___ 9 and above

6. What is your highest educational attainment?

___ Elementary level ___ College level
___ Secondary level Others (e.g. Master’s Degree)__________________________________

7. What is the major source of income of the household?

___ OCEANAGold employee Other Employment (specify)
___ Private business owner __________________________________

8. What is the total monthly income (both from salaries and all other sources) available to the family?
___ Below 5000 ___ 25001-35000
___ 5000-15000 ___ 35001-50000
___ 15001-25000 ___ 50001 and above
PART II
FINANCIAL MANAGEMENT PRACTICES

1-Never 2-Seldom 3-Often 4-Always

A. SAVING 1 2 3 4
1. I put aside households’ savings on a regular basis.
2. I put household savings where it will earn interest.
3. I put household savings where it will not earn interest (e.g piggy
bank)
4. Household members practice to recycle some used things in
order to save.
5. I save household income to achieve financial goals.
6. Household members find another way to earn money in order to
save.
7. Household members maintain healthy lifestyle to avoid possible
medical expenses.

B. BUDGETING 1 2 3 4
1. I plan my budget before spending.
2. I prefer buying what household needs rather than what each
household member’s wants.
3. I allocate amount in my budget plan for my saving.
4. I stay within the budgeted plan.
5. I evaluate the budgeted plan as frequently as possible.
6. In the budget, I reserve money for emergency purposes.
7. I list down expenses according to priority.

C. SPENDING 1 2 3 4
1. I compare products or services price from one shop to another
before purchasing.
2. Whenever there is a sale on the things we need, I buy them in
bulk.
3. I have the list of all my expenses for the week.
4. I paid the household bills on time.
5. I put a limit on the budget to control regular expenses.
6. I buy household goods even if it’s not for immediate use.
7. I buy things that are not necessary, whenever I have the money.