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Publication Date

March 2010


Barbara Bibb, Brian Burke, Brian Evans, Kathleen A Considine, Laura Flicker


Ford Foundation


The Community Advantage Panel Survey (CAPS), which comprises two subsamples (the UNC Owners Study and the UNC Renters Study), is a longitudinal study designed to assess the economic and social impacts of homeownership on low- to moderate-income homeowners and renters, as well as to assess how homeowners and renters differ from each other. The study is funded by the Ford Foundation and overseen by the Center for
Community Capital at the University of North Carolina at Chapel Hill.

The UNC Owners Study was originally planned to include six telephone interviews and two in-home interviews. The Survey Research Unit at the University of North Carolina at Chapel Hill (UNC-SRU) conducted the first 4 years of telephone interviews for the UNC Owners Study (through 2006), and RTI International (RTI) is conducting the two in-home interviews and the final 2 years of telephone data collection for the UNC Owners Study (Years 4 and 5).

A subset of the UNC Owners Study participants was selected and a panel of low- to moderate-income renters was matched to this subset of owners. The matched renters (the UNC Renters Study) were living in the same Metropolitan Statistical Areas (MSAs) as the owners subset as of 2004. The UNC Renters Study began one year after the start of the UNC Owners Study and was originally planned as a 5-year study. RTI was charged with conducting both in-home interviews and the three telephone interviews for the UNC Renters Study.

This report describes results from the 2007 (survey Year 4) of data collection for both samples for CAPS. In 2007 RTI conducted telephone data collection for all of the renter and owner respondents previously interviewed, less hard refusals who were removed from the sample because they no longer wished to participate in the survey. The data were collected via computer-assisted telephone interviewing (CATI) instruments based on prior-year
instruments to which new modules were added as necessary to collect desired data.

The remainder of this report details the design, instrumentation, tracing plan, data collection methods, project management, and creation of data files and documentation for the CATI surveys conducted for the Year 4 UNC Renters and Owners Studies.

Topics(s): Mortgage Finance