Professional Documents
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Japan International
Department of Tourism
Cooperation Agency
TABLE OF CONTENTS
1. INTRODUCTION ··············································································································· 28
2. CITIES AND MUNICIPALITIES – QUESTIONNAIRE SURVEY AT ACCOMMODATION ESTABLISHMENTS ········ 28
(1) OBJECTIVES ····················································································································· 28
(2) ORGANIZATION ················································································································ 29
(3) PLANNING ······················································································································· 29
(4) FORM AND MATERIAL USED ······························································································· 29
(5) PROCEDURE····················································································································· 30
(6) PROCESSING DATA ············································································································ 30
(7) RECORDS OF SURVEY IMPLEMENTATION ··············································································· 31
(8) ANALYSES ························································································································ 31
(9) DATA MANAGEMENT AT PROVINCIAL LEVEL ·········································································· 33
2. PROVINCES - INTERVIEW SURVEY AT PORTS OF ENTRY ······························································ 35
(1) OBJECTIVE······················································································································· 35
(2) ORGANIZATION ················································································································ 35
(3) PLANNING ······················································································································· 35
(4) FORM AND MATERIALS USED ····························································································· 36
(5) PROCEDURE····················································································································· 37
(6) DATA PROCESSING DATA ···································································································· 38
(7) GUEST-NIGHT ESTIMATION ································································································ 41
(8) ANNUAL VOLUME ESTIMATION ··························································································· 41
(9) EXPRESSING THE DATA BY PORTS ························································································· 43
(10) FILE MANAGEMENT ·········································································································· 43
3. DOT REGIONAL OFFICES ··································································································· 44
(1) MONITORING ACTIVITIES ··································································································· 44
(2) STORING THE DIGITAL DATA································································································ 44
(3) VISITOR SURVEY REPORT ··································································································· 44
i
4. DOT CENTRAL OFFICE ······································································································ 45
(1) STORING THE DIGITAL DATA································································································ 45
(2) STANDARDIZED PORT NAMES ····························································································· 45
(3) INFORMATION DISSEMINATION ··························································································· 45
PART 5 APPENDICES 64
ii
Tables
Table 1-1 Type and Classification of Accommodation Establishment .................................................... 3
Table 1-2 AE ID Management Sheet ..................................................................................................... 3
Table 1-3 Procedures of Data Collection from an AE Depending on a Situation ................................... 4
Table 1-4 DAE-3 Data Entry (Example) ................................................................................................. 8
Table 1-5 Month Entry Error (Example) ................................................................................................. 9
Table 1-6 The Forms in the Excel Template ........................................................................................ 19
Table 1-7 DAE-3_Errors (Example) ..................................................................................................... 24
Table 1-8 SAE-1 for the Region (Example).......................................................................................... 26
Table 1-9 DAE-3 for the Region (Example) ......................................................................................... 26
Table 2-1 Questionnaire Survey Data Consolidation Sheet by Provincial Tourism Office (Extract) ..... 33
Table 2-2 List of Files (Palawan, Extract) - QN Survey Monitoring by Province .................................. 34
Table 2-3 Interview Survey Monitoring Sheet (An Example of Region 4) ............................................ 44
Table 3-1 BTST: List of Training Materials (List of Files in CD-ROM) .................................................. 46
Table 3-2 ATST: List of Training Materials (List of Files in CD-ROM) .................................................. 48
Table 3-3 BTST Program Details ......................................................................................................... 49
Table 3-4 ATST 1 Program Details ...................................................................................................... 55
Table 3-5 ATST2 Program Details ....................................................................................................... 58
Table 4-1 Four Units on Tourism Statistics .......................................................................................... 60
Table 4-2 Definition of Accommodation Types ..................................................................................... 61
Table 5-1 Forms for Demand and Supply Data Management (Revision) ............................................ 64
Figures
Figure 1-1 General Image of Data Collection from Municipalities to DOT Central Office ...................... 1
Figure 1-2 SAE-1 (Example) ................................................................................................................. 2
Figure 1-3 AE Added Middle of a Year (Example) ................................................................................. 2
Figure 1-4 Paper Log System in Excel (Blank Example) ....................................................................... 5
Figure 1-5 DAE-1 (Analogue Form) ....................................................................................................... 6
Figure 1-6 DAE-2 FAX ........................................................................................................................... 7
Figure 1-7 Data Gathering Situations .................................................................................................... 8
Figure 1-8 Examples of Error Messages ............................................................................................... 9
Figure 1-9 An Error in Month (Example) ................................................................................................ 9
Figure 1-10 Error: Guest Checked In Larger than Guest Night ............................................................. 10
Figure 1-11 Demand Data Submission Management Sheet ................................................................. 14
Figure 1-12 Encoding using SAE-1 Form in Excel Template (Example) ............................................... 21
Figure 1-13 Summary of the Supply Data (Example)............................................................................ 22
Figure 1-14 SAE-1_Errors (Example) ................................................................................................... 22
Figure 1-15 DAE-2 Form (Example)...................................................................................................... 23
Figure 1-16 DAE-3 Form (Example)...................................................................................................... 24
Figure 1-17 DAE-4 Form (Example)...................................................................................................... 25
Figure 2-1 Visitor Survey Concept: Questionnaire Survey and Interview Survey ................................ 28
Figure 2-2 Questionnaire Survey Sheet .............................................................................................. 30
Figure 2-3 Encoding Sheet in an Excel Template ................................................................................ 31
Figure 2-4 An Example of Analysis Output (Purpose, Age Group, Sex) .............................................. 32
Figure 2-5 Interview Survey Form ....................................................................................................... 36
Figure 2-6 Interview Survey Encoding Sheet ...................................................................................... 38
Figure 2-7 Summary of Interview Survey by Port ................................................................................ 39
Figure 2-8 Estimation Table Data Input Form ...................................................................................... 40
Figure 2-9 Estimation Table from the Summary by Port ...................................................................... 41
Figure 2-10 Demand Seasonality.......................................................................................................... 42
Figure 2-11 Analysis Result Chart ......................................................................................................... 43
iii
List of Abbreviations and Acronyms
AE Accommodation Establishment
No. Number
VFR Visiting Friends or Family
iv
Tourism Statistics Manual for Local Governments 2.0.0.
Preface
The Tourism Statistics Manual (TSM) for Local Government Units - 2012 Edition, is a joint
publication of the Department of Tourism (DOT) and the Japan International Cooperation
Agency (JICA).
The manual was produced under the DOT-JICA Technical Cooperation Program on the
Development of Tourism Statistics System for Local Government Units (LGUs) which was
undertaken from 2009 to 2012 in select LGUs in the Central Philippines. It provide a
documentation of the experiences and the process that 69 LGUs have embarked on successfully
complete the series of trainings and mentoring program by the DOT and JICA in the past three
years.
In the course of the project, the participant-LGUs queries, advices, inputs, interactions, and
recommendations have greatly contributed to the evolution, modification and refinement of the
basic tourism statistics concepts, data collection and report forms, and training module contained
in the first manual produced by the DOT and JICA in 2007 - through the latter expert dispatch
program.
The updated manual, therefore, aims to enhance not only the knowledge of the tourism and
planning offices at the local levels on basic tourism statistics concepts, but also their skills and
competencies to collect and report tourism statistics using a standard method and template. It
also seeks to provide a reference tool for LGUs in setting up their local tourism statistics system
and database, which will contribute to better decision-making in the preparation of tourism
development plans, formulation of policies, enforcement of regulations, conceptualization of
tourism programs, and implementation of marketing and promotion activities.
At the same time, the manual will assist the DOT regional offices to better monitor the tourism
performance of the LGUs as provided in Section 38 of Republic Act No. 9593, otherwise known
as the Tourism Act of 2009. This will also serve as input for the DOT and other national
government agencies at the local levels to plan and determine the necessary support which may
be extended to LGUs that have effectively organize, institutionalize and administer their system
of tourism statistics, in pursuit of building a strong, transparent and vibrant local economy.
The adoption by the LGUs and DOT regional offices of the standard local tourism statistics
system (SLTSS) as recommended in the TSM will provide the platform for the Philippines to
standardize its local tourism data collection and reporting in accordance with international norms
and practices.
Introduction
The Tourism Statistics Manual (TSM), 2012 Edition, has been developed for the Local
Government Units (LGUs) to address the need for a standard and a system in the collection and
generation of tourism statistics at the provincial, municipal and city levels. It modifies some of
the basic tourism concepts, methods and processes contained in the manual produced in 2007
by the DOT and JICA.
The manual has two major parts, namely: the basic and advance tourism statistics may be
applied by the LGUs at various stages of their statistical development and evolution.
The basic tourism statistics focuses on demand and supply data collection, which stems from the
understanding of fundamental tourism concepts, terminologies and processes. It identifies the
accommodation establishments (AEs) in the area of jurisdiction of each LGU as the primary, vital
and singular important source of data to determine the volume of foreign and local tourists,
quantity of rooms, and employment. The manual provides for data collection forms to be
accomplished and submitted by the AEs to the municipality or city, which in turn will be
summarized and transmitted to the province and DOT regional office.
The advance tourism statistics revolves on determining the profile and travel characteristics of
both foreign and local tourists in the LGU. It espouses for the regular conduct of similar but
differentiated surveys at entry points (interview survey) by the province and accommodation
establishments (questionnaire survey) by the city/ municipality to determine the tourist
demographic, travel habit, expenditure, length of stay, places visited during a trip, among others.
The availability of this information will assist the LGUs to ascertain the economic contribution of
tourism at the local level. This will also help in formulating tourism development plans and
programs.
More than imparting knowledge on basic and advance tourism statistics, appropriate forms are
prescribed in the manual to collect basic and advance tourism data. In addition, an Excel
template - using Microsoft product, is provided to ease the encoding and hasten the processing
of data collected by the LGUs. Of course, knowledge of information technology (IT) is
necessary to navigate and use the template.
As a reference kit, the manual also provides for an easy selection of topics corresponding to the
need and interest of particular LGU. Each section has also been divided to pertain to municipal,
city or provincial statistical discussion to accord greater focus on addressing specific data and
institutional requirement of LGU.
In addition, training modules which have been used throughout the project are included in the
manual to guide the conduct of future capacity building activities by the LGUs and DOT regional
offices. Trainers and training support are suggested to be secured from the DOT central office
or LGUs which have successfully installed their Standard Local Tourism Statistics System
(SLTSS) as espouse in the manual.
Tourism Statistics Manual for Local Governments 2.0.0.
1. Data Collection
(1) General
The supply data in this manual are the number of rooms available at a certain AE. The
demand data are the data about visitors and guests that stayed in AEs. The data come
from AEs; tourism officers at city and municipal levels collect the data; provincial tourism
office compile the data and send them to the DOT regional offices; the DOT regional
offices send the data to DOT Central Office.
Figure 1-1 General Image of Data Collection from Municipalities to DOT Central Office
1 Do not worry if you cannot open the Excel Template. The Excel Template is a set of sheets, which generates summary tables.
The forms can be used and saved separately. Create a sheet in an Excel file; add the column names; and enter the data. It
would be the same thing. When the Template is available, copy and paste the data to the Template.
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Basic Tourism Statistics Training
In the example,
most of the AEs
do not submit the
employee data.
2 In the version 1 of the manual, the classification of AEs had two levels--major category and minor category. In this manual,
only one level which is used in the database system of DOT is listed. To include the minor level of AE classification, the new
coding system will become necessary.
3 This additional data will prevent possible error--"demand entry more than supply entry" in the estimation process. In other
words, if this additional supply entry is omitted, the estimation figure may show more than 100% demand data.
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Tourism Statistics Manual for Local Governments 2.0.0.
The AE IDs are examples; you do not follow the pattern of the example or they do not
have to have any meaning as long as an AE ID is UNIQUE. Unique means exactly same
ID does not exist. Please make uniquely identifiable code. A tourism officer needs to
keep the AE-IDs in a safe place both physically and digitally.
==================================================================
Do not proceed, if you have not prepared the AE-ID Management Sheet, Do not send
any demand data with a real name of AE to provinces and DOT regional offices. You
may be liable of breaching confidential information.
==================================================================
b. Assisting Accommodation Establishment
DAE-1 is prepared for AEs for their convenience. If a manager of an AE has the means
of calculating the data, a tourism officer need not ask them to use the standardized form.
A tourism officer only needs to get the numbers on the data. The means is not the
objective; actual collection of the data is important in this process of data gathering. In
this sense, a systematic-form filling operation may not apply in a real data gathering
situation. Do not just give DAE-1 form and ask them to fill out. Understand their situa-
tion first; select the situation; and act according to the situation.
You select one of the following procedures depending on the situation of AEs.
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Tourism Statistics Manual for Local Governments 2.0.0.
4 A template to covert log data to DAE-2 is in a process of being developed. It shall be treated as a test version.
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Basic Tourism Statistics Training
average guest-night,
average room
occupancy rate and
the average number
of guests per room.
You or a manager of
AE can use DAE-2
Form to record the
numbers by AE. As
stated, if an AE has
its own system of
summarizing the
data required for
DAE-2, this form is
not necessary.
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Tourism Statistics Manual for Local Governments 2.0.0.
you do not have a dedicated PC, prepare a hard copy (printout) of DAE-3. Write the
results from DAE-2 to DAE-3 manually with a pen or pencil.
d. DAE-2 Data Recording using Fax Form
Figure 1-6 DAE-2 FAX
An AE manager
or tourism officer
Forms: DAE-2
can use the
Monthly Reporting Format for Accommodation Establishment DAE-2 FAX form.
An AE manager
Add to the List may be busy.
He or she may
Name of Municipality just report to you
Name of Province by phone. If this
is the case, you
Month of Error Year Days need to record
what was said
Identification of the establishment onto the DAE-2
(1) Identification of Accommodation Establishment Fax or print out of
DAE-2. If an AE
This form may not be necessary if you become familiar with the operation.
If you can, use Form DAE-3 directly
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Basic Tourism Statistics Training
Relatively larger AEs with higher IT skills with an access to the internet may send you the
data by email. You may visit AEs to collect the data as you appreciate their cooperation.
Encoding the data from DAE-2 to DAE-3 is simple. Just type the required data into the
cells of an Excel sheet.
Table 1-4 DAE-3 Data Entry (Example)
Municipality / City / Total Guest Total Guest Total No. of Total Foreign Total Guest Nights *Municipality / City (For
Province / *(Region) Year Month AE-ID Type-Class Total Rooms
*(Province) Checked-In Night Rooms Occupied Visitor Arrival of Foreign Visitor Region's Use Only)
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Tourism Statistics Manual for Local Governments 2.0.0.
Preparation of summary tables would become difficult, when there are different names of
months such "Jan" or "January." When data is consolidated at the provincial, regional or
central level, "month" as numerals as standards would be helpful for analyses.
Table 1-5 Month Entry Error (Example)
b. Sending Data
Send the demand data every month or every quarter depending on your arrangement
with your respective province.
Check the data before you send. Items to be checked are:
Name of your municipality
Year and month
In the following example, the month is encoded as 10 (October) in 2011, but it was sent in
September 2011. It is an error.
Figure 1-9 An Error in Month (Example)
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Basic Tourism Statistics Training
The following example is an inconsistency error. The number of Total Guest Checked-in
is larger than the number of Total Guest Night.
Figure 1-10 Error: Guest Checked In Larger than Guest Night
Cities and Municipalities
E-mailing is one way of transferring data; other methods of data transfer would be
possible. You could send a CD-ROM or bring data in person. Before you give the data
to anyone, please make sure that real names of AEs are NOT included in the demand
data.
If you do not have an access to a PC and keeping the record onto a printout of DAE-3,
then please fax the hand-written sheets to your provincial tourism officer. Ask him or her
to type the data for you.
c. File Names
Both supply and data files are transferred from one government unit to another. In the
case of the demand data, a file from a municipality is reported every month. The file is
then consolidated at the provincial level, and then at the regional level; therefore, it is very
important that a data manager use a good file convention in a way everybody under-
stands and, at the same time, the file name needs to be unique.
Since there are same LGU names at the municipal level, the file name needs to include a
name of a province. With a year and month data by differentiating either demand or
supply, anyone could trace the file.
The file name of the demand data shall be:
Name of a Province + Name of Municipality + Month + Year + Demand or Supply
Examples:
PalawanElNido052011_Demand.xls
PalawanQuezon2011_Supply.xls
The file does have to be the Excel Template so long as your file includes the data on
SAE-1 or DAE-3.
d. Folders
If you have your original data organization system, use yours. Creation of “Send” and
“Receive” folders is also suggested to keep track of what file has been sent or received.
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Tourism Statistics Manual for Local Governments 2.0.0.
Create sub-folders for specific recipients and senders. Although a file has a saved date
and time record, you may want to include the date information in a file because some of
your files can be automatically saved and the saved date can be changed without you
noticing the change.
Create “Demand” and “Supply” folders. Save all the incoming data to the demand folder
and/or the supply folder and save all the files you have sent to provinces.
e. Consolidating the data
Create a master file for demand and supply data. One sheet may be named Demand or
DAE-3 and another named Supply or SAE-1. You can use the forms in the Excel tem-
plate.
If you are in a municipality with less capacity in data processing, you could organize the
data on a sheet of paper. Keep adding the record on to the sheet of paper; you can do
the same operation using a calculator.
Every month, you have more demand data, and every year you will have supply data.
Please keep adding the data in the master file. If you do not know how to copy and paste
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1) Collecting Data
The method is the same as that of cities and municipalities.
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Tourism Statistics Manual for Local Governments 2.0.0.
(4) Provinces
1) General
The demand data collection is a monthly activity. Even though some of the municipali-
ties send the data quarterly, do organize your data every month on the same day if it is
possible. Do make phone calls and conduct follow-up activities to municipal/city tourism
officers every month.
2) Receiving Data
There are several situations of receiving data depending on the operational capacities of
cities and municipalities.
a. Receiving Paper
A municipality/city with less capacity may send you log data of AEs. If you receive a
paper copy with real names of AEs, please shred it, and ask them to send a copy with
AE-IDs. After checking there are no real names of AEs, you compile the data from
5
different municipalities and accumulate the data over time.
b. Receiving Electronic Files
A city or municipality may e-mail you the data. If it is the case, again, open the file--if it is
a demand data file, check if there is a real name of AE. If you find a real name, delete
the file from a city or municipality, and ask them to send a data file without real names.
Provinces
c. Saving
After you receive the demand or supply files, you need to keep the files in specific folders
named DAE-3 and SAE-1. If their file names do not have names of a city/municipality,
year and month, correct them and save them. The files are the proof that the cities and
municipalities have submitted the data.
Create master sheets for DAE-3 and SAE-1, and keep track of all the data into those two
sheets. Check the spelling on cities and municipalities--no extra white space without
omitting "city" if it is a city.
Copy the incoming data and paste the data to the master sheets of SAE-1 and DAE-3.
Create an Excel sheet for every month; that would be the data to be appended at the
regional level.
d. Checking the Data
After receiving the data, check the error checking sheets on the demand data. If you find
an error, inform the tourism officer in charge to correct the errors and submit the data
again. Do not store the data with errors.
5 Using codes (AE-IDs) is to secure data security at the same time to avoid entry errors. The use of confidential AE-IDs is
strongly recommended; however, it is up to the policy of a city or municipality to use real names or AE-IDs. A space before or
after or in the middle of an AE name would make AEs different when summary sheets are prepared. Some encoders may use
common names; some may use official names. So to avoid entry errors, also, it is strongly recommended that a city or
municipality uses AE-IDs. Officers of cities and municipalities can assign the AE-ID as long as it is unique. When AE-IDs are
changed, or a city or municipality decided to AE-IDs from real names, the corresponding IDs or names need to be recorded to
trace which ones are created or changed when.
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Basic Tourism Statistics Training
3) Sending Data
A provincial tourism officer needs to send the appended part of the data for the month to
the DOT Regional Office by email or equivalent. The data can be a simple text data; use
the form included in the Excel Template.
You need to keep track of files you send every month. You may create an Excel sheet;
you may save text files in a specific folder by month.
Before sending the demand data, check if there is a real name of AE.
Palawan052011_Demand.xls
Palawan2011_Supply.xls
By organizing the files in, for example, a demand folder and supply folder, an officer at the
provincial level or regional level could find which city or municipality has or has not
submitted the data just by looking at the folder.
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Tourism Statistics Manual for Local Governments 2.0.0.
1) Receiving Data
a. Supply Data
The supply data usually come from provincial tourism offices and offices of independent
cities in a specified month every year. If you have not received the data at the end of
January, you need to request the data to respective provincial tourism officers. If prov-
inces or independent cities use their original format, please advise them to send the data
in the Template.
b. Demand Data
The demand data come from provinces and independent cities every month or every
quarter depending on the arrangement with respective provinces and independent cities.
The major work on error collection is done at the provincial level. What the regional
officer needs to do is check the data from the independent cities of which provincial
tourism officers do not perform.
If the provincial officers or officers of independent cities do not send the data at the be-
3) Sending Data
a. Supply Data
Every April of a year, a regional tourism officer should submit the supply data to the DOT
Central office.
b. Demand Data
Every month, a regional tourism officer sends the appended part of the demand data to
the DOT Central Office. By the end of the second week of every month, send the data to
the DOT Central Office. Do not delay the submission just because you are waiting for
data from provincial tourism offices. The delayed submission can be processed in the
following month. Do not send the same data twice or more. Your act will create more
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Basic Tourism Statistics Training
confusion than solution. Send one file once in a month unless the file is misplaced or
lost on the way. Send only the difference from the previous month--only the data to be
appended at the central level.
Before sending the data, check if there is a real name of AE. If there is, advise provincial
tourism officer to advise a city or municipal tourism officer to prepare an AE-ID table to
keep confidentially the demand data.
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Tourism Statistics Manual for Local Governments 2.0.0.
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Basic Tourism Statistics Training
(7) Reflection
A tourism officer or data management operator who manages the data in SAE-1 and
DAE-3 needs to reflect and check his/her skill levels. The following list is a capacity
checking list which would evaluate one's own skill level. If you find that you cannot or do
not do some of the items, please be alert. You need to check what you have been doing
to collect the data.
I read this manual and use it as reference when I am not sure of procedures.
I do not have daily tasks other than work related to tourism.
I am busy but I at least gather data from AEs.
I know how to prepare DAE-3 from log files from AEs.
I know that DAE-3 is a name of a form. It may or may not be included in the Excel
Template.
I know that Excel Template is a set of sheet in a macro-enabled file with automated
functions to summarize data and to generate the initial estimate table.
We have a PC with internet connection and I know how to use e-mail.
In our office, the version of MS Excel is 2007 or newer.
Self-Reflection
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Tourism Statistics Manual for Local Governments 2.0.0.
2. Processing
(1) General
Use the Excel Template to process the data. If you have completed the data entry using
6
the Excel Template, the most of the processing work is already completed. We pre-
pared the Excel Template for your convenience; however, you can create you summary
table with other Excel functions if analyses that are more detailed are necessary.
It is to note that we call the Excel Template as a set of sheets within an Excel file with
automated processing functions to generate summary tables and the demand estimate
table. The individual sheet included in the Excel Template such as SAE-1 or DAE-3 is a
template in a generic sense, but we do not call the individual sheet as the Excel Template.
They are standardized forms.
Table 1-6 The Forms in the Excel Template
Sheet Name
Role / Function User Input / Output
(Form)
6 The Excel Template is designed based on the specifications on the classification standards of AEs. When the coding system
or summary output design needs to be changed, the Excel Template needs to be revised.
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Basic Tourism Statistics Training
7 If you are a provincial tourism officer, consolidate the data from cities and municipalities.
8 The system generate the SAE2 automatically based on the SAE1 data. If there is a gap in data, the system may stop
selecting SAE1 as it recognizes the gap at the end of the data.
9 Some municipalities have more detailed classification such as RES1 and RES2. The system does not recognize such
classification which is not included in SAE2--summary form.
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Tourism Statistics Manual for Local Governments 2.0.0.
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Basic Tourism Statistics Training
After encoding the supply data in the SAE-1 sheet of the Excel Template, move to the SAE2.
Enter Year, Name of Municipality, and Name of Province and click the button; it generates the
summary report on the supply data for the year.
Zero Room Error, Zero Employee Error, AE-Type Error and Date Error are included in the
SAE_Error management sheet.
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Tourism Statistics Manual for Local Governments 2.0.0.
DAE-3 Form is an input form; it does not process; it does not summarize the data. You encode
11
the types of data as specified at the top row of the form.
Do not skip any line. Do not insert any summary functions. If you need to prepare your own
summary sheet, please make a copy of the original and work separately.
Do not create your own accommodation classification. If you need to analyze more in details,
please copy the original SAE3 data to another file and work separately.
10 A provincial tourism officer may not use DAE-2 unless municipalities with less capacity send the log data directly to your office.
11 A provincial officer consolidates the demand data sent from cities and municipalities.
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Basic Tourism Statistics Training
We have prepared an error check sheet. The typical errors the sheet and its function check are
(1) Total Guest Checked In Larger then the Total Guest-Nights, (2) Total No. of Rooms Occupied
is higher than the capacity, (3) Not a Specified Type-Class (4) Date Error.
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Tourism Statistics Manual for Local Governments 2.0.0.
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Basic Tourism Statistics Training
If you have consolidated the data in the process of receiving and sending the data, you do not
need to do anything as far as the data are concerned. You generate monthly demand report or
annual supply report for your region.
DOT Regional Office uses the same Excel Template, but the entry columns are shifted as in the
following tables.
The region number is written in Arabic numbers so that they can be sorted according to the
numbers. If roman letters are used, IV would be after I.
As far as processing, the DOT Central Office need not to do much other than consolidating the
supply and demand data. The Excel Template is not designed for the national level processing.
Please consult your system administrator or database manager how to manage and process the
data.
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Tourism Statistics Manual for Local Governments 2.0.0.
(5) Reflection
In the processing, you use the Excel Template. The new version of the Excel Template
possesses a number of error correction functions. Use the error correction sheets for
SAE-1 and DAE-3. The following checklist would help to reflect your daily or monthly
work of data processing.
I understand that AEs need not use DAE1 form to report their numbers monthly.
I understand that I do not have to use the top portion of SAE-1 form to encode the
SAE-1 data.
I understand that I do not have to use the DAE-2 form to encode the DAE-3 data.
I understand that using a comma or period in the data may lead to an unexpected
result.
I understand the difference between the value “0” and missing data. I do not en-
code "no data" for the data I do not have.
I understand that the estimates in the Excel Template cannot be calculated without
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Advanced Tourism Statistics Training
1. Introduction
The visitor surveys give general ideas on volume and profile of visitors. Two types of visitor
surveys are introduced in this Manual—the Questionnaire Survey at Accommodation
Establishments and Interview Survey at Ports of Entry. In the interview survey sheet, the
expenditure question is included; however, questions on expenditure are so-called sensitive
questions which may not be answered within the ten to twenty seconds of the interview survey.
The result of expenditure needs to be treated accordingly. In the appendix, another method of
surveys is included when such surveys would be conducted in areas where entry points cannot
be controlled unlike the Central Visayas areas.
Figure 2-1 Visitor Survey Concept: Questionnaire Survey and Interview Survey
Cities and Municipalities
(1) Objectives
The questionnaire survey at AEs conducted by cities and municipalities targets to identify:
general characteristics visitors;
attractions;
visitors’ preferences to destinations; and
expenditure.
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Tourism Statistics Manual for Local Governments 2.0.0.
(2) Organization
Assign a person to distribute and collect the questionnaire sheets. The assigned person
needs to explain the purpose and method of the survey. If tokens for the guests who
answer the questionnaire are available, the assigned person needs to explain how the
token should be given to a guest. It is important to tell the manager to record the date on
the questionnaire sheet for it would be very difficult to do so afterwards.
(3) Planning
1) Selection of AEs
Upon selecting AEs, the sample sizes are about 10% of the total number of AEs. To
identify characteristics by size of AEs, AEs are categorized into large, medium and small.
The criteria of sizes of AEs are: the large has more than 60 rooms; the medium has the
total number of rooms between 20 to 59; the small AEs have a total number of rooms less
than 20.
The expected numbers of responses from visitors are also categorized by the size of an
2) Frequency
The survey shall be conducted once every three years or when it is necessary. The
survey shall be conducted three times a year—Peak Season, Off-Peak, and ordinary
12
season . The timing of conducting the survey can be determined based on an analysis
from the demand data collected monthly. A tourism officer or an officer in charge collects
the survey sheets from AEs after about a month—which is a general survey period.
12 A city or municipality may decide how many times the survey should be conducted based on capacity and needs.
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Advanced Tourism Statistics Training
(5) Procedure
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Tourism Statistics Manual for Local Governments 2.0.0.
2) File Names
After encoding, the encoder shall save the file in accordance with the file name rules.
Since there are same LGUs names at the municipal level, one needs to include provincial
name to be unique. An example of naming would be:
QNatAE_Name of Province (No Space) + Name of Municipality or City (No Space) +
MonthYear
Example:
QNatAE_Palawan_ElNido_062011.xls
(8) Analyses
Analyses can be carried out using functions of MS Excel. After conducting a simple
analysis for single variables, one would conduct cross-tabulation using functions of MS
Excel.
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Advanced Tourism Statistics Training
Tabulation Examples
The ratio of tourist arrival of resident and non-resident visitors of the province
Average number of tourism attraction/ destination visited by resident and
non-resident visitors province
The ratio of overnight resident visitors and non-resident visitors of the province
The average Guest-Night(s) of overnight resident visitors and non-resident visitors
of the province
The average expenditure of overnight resident visitors and non-resident visitors of
the province
The average expenditure of same-day resident visitors and non-resident visitors of
the province
Figure 2-4 An Example of Analysis Output (Purpose, Age Group, Sex)
Cities and Municipalities
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Tourism Statistics Manual for Local Governments 2.0.0.
1) Collection
A provincial tourism officer collects the data from cities and municipalities. The data of
independent cities are submitted to the DOT Regional Office. Make a list of files and
save them in a secure computer.
Using the list of files, monitor the data submission by cities and municipalities.
Provinces
nicipalities in specific folders as backup.
The provincial tourism offices monitor the questionnaire surveys conducted by cities and
municipalities. The "Consolidation_Island" is added to the "Real_Island" so that the data
can be consolidated by large islands such as Cebu, Panay, and Palawan.
Table 2-1 Questionnaire Survey Data Consolidation Sheet by Provincial Tourism Office (Extract)
Target
Large/ Actual No of
Real_ Consolidation Planned Actual Manager's Name No of
Region Province Name of LGU Medium/ Duration Date Respon
Island _Island Name Of AE Name Of AE (Contact Person) Respon
Small -dents
-dents
Dona Nela's
4 Palawan Palawan Palawan Roxas Small Aug 23 to Sept 23 /2010 20 8
Pension
4 Palawan Palawan Palawan Roxas Emerose Small Aug 23 to Sept 23 /2010 2
Retac Beach
4 Palawan Palawan Palawan Roxas Small Aug 23 to Sept 23 /2010 3
Resort
4 Palawan Palawan Palawan Roxas Pentino Lodge Small Aug 23 to Sept 23 /2010 5
Greenview
4 Palawan Palawan Palawan San Vicente Greenview Resort Small Aug 23 to Sept 23 /2010 20 20
Resort
4 Palawan Dumaran Palawan Araceli Small 20
Pem's Pension Pem's Pension
4 Palawan Palawan Palawan Taytay Medium Aug 23 to Sept 23 /2010 40 40
House House
Tay Lelong's Tay Lelong's
4 Palawan Palawan Palawan Taytay Small Aug 23 to Sept 23 /2010 20 20
Pension House Pension House
4 Palawan Palawan Palawan Brooke's Point Sunset Lodge Sunset Lodge Medium Aug 23 to Sept 23 /2010 40 6
Nikki's Lodging Nikki's Lodging
4 Palawan Cuyo Palawan Cuyo Small Aug 23 to Sept 23 /2010 10 6
House House
4 Palawan Cuyo Palawan Cuyo Feroland Hotel Feroland Hotel Small Aug 23 to Sept 23 /2010 5 3
PCAT Lodging PCAT Lodging
4 Palawan Cuyo Palawan Cuyo Small Aug 23 to Sept 23 /2010 7 5
House House
With the questionnaire survey monitoring sheet, the provincial tourism offices need to
keep track of the encoded files. Make a list of files received.
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Advanced Tourism Statistics Training
You need to make sure that all the municipalities that participated in the questionnaire
survey submit the data. If some of your municipalities do not submit the data, please
remind them to submit the results.
4) Submission
Submit the file(s) to the DOT Regional Office when requested.
Provinces
13 The questionnaire survey is conducted in peak, off-peak and ordinary seasons. Plan and conduct the surveys according to
the demand data analysis. When the annual demand data or equivalent is available, you may enter peak, off-peak or ordinary
seasons.
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Tourism Statistics Manual for Local Governments 2.0.0.
Both the provincial tourism offices and DOT regional office coordinate and conduct the interview
survey at ports of entry.
(1) Objective
The objective of the survey is to find out:
the total number of visitors to the island or province,
the share of the overnight visitors using AE’s in the island or province; and
the share of same day visitors.
(2) Organization
One survey team consists of four or five persons. Assign one team leader who will count
DOT Regional
or estimate the total number of visitors. The team leader collects the interview sheets
and submits them to the provincial tourism officer.
(3) Planning
Provinces
Ports of entries are easily identifiable, but where and when to survey may not. Finding a
place where tourists sit and wait for departure may be the best location. The exit-lounge
is another alternative. Get proper permission from respective port authorities.
Offices
conduct the survey:
Major entry/ departure point where majority of visitors use (1 to 3 points in one
province or 2 to 5 points for an island);
Easy to identify passengers and others (Departure lounge is most appropriate);
Most preferably where the record on total number of passengers is available;
and
LGU can get permission of survey periodically.
2) Survey schedule
You need to:
Implement the survey every three years;
Conduct the survey three times a year in peak, off-peak and ordinal seasons; and
Conduct two-one day survey--one weekday and one weekend.
A one-day-interview survey lasts 24 hours--from the first ship or flight to the last flight or
ship.
3) Sample Size
As for the sample sizes, you need to:
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Advanced Tourism Statistics Training
Get the minimum of 100 reliable respondents each interview survey at a point; if it is
possible, get a few hundred respondents;
Get about 10% of the total passengers at large terminals at ports in Cebu Province
or in other large cities; and
Instruct the surveyor to interview 25 records per interviewer per each departure of
vessel/ airplane.
4) Interview Locations
Conduct the survey at departure lounges of an airport or seaport.
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Tourism Statistics Manual for Local Governments 2.0.0.
(5) Procedure
1) Step-1
Count or estimate the total number of passengers using the following methods:
Passenger count by transport company (ticket counting);
Sample survey by counting passengers at the entry point in selected days; and
Estimate the total number of passengers.
Identify "Resident" or "Visitor."
Interview item-1: "Are you resident of this island/ province?" (sampling survey)
Find out % of resident at the departure points (% of residents)
2) Step-2
Identify domestic visitor or foreign visitor.
Interview item-1: "Where is your province of residence or country" (sampling sur-
vey)
Find out % of foreign visitor at the departure points (% of foreign visitors)
DOT Regional
3) Step-3
Find out the share of VFR by asking the purpose of the travel.
Provinces
Interview item-2: "Have you come to this province/ island for leisure, business or
VFR?"
Find out % of VFR in domestic and foreign visitors
4) Step-4
Find out share of same day visitor by night of stay: the total number of overnight. The
Offices
night of stay will be none or “0” for a same day visitor.
Interview item-3: How many nights did you stay in this province/ island (sampling
survey at departure passengers),
Find out share of same-day visitor out of total visitors
5) Step-5
Find out expenditure of a visitor (during the stay in the province/ island).
Interview item-4: "How much have you spent in this province/ island?"
Find out the total amount spent by one person or by group (family, couple, group
friends, etc), and record the number of persons included in the total expenditure.
14 For more explanation with graphic presentation, please see the training material.
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Advanced Tourism Statistics Training
Then next question, “Do you come to this island for leisure, business, or VFR?”
Next “How many nights have you stayed in this Island?
"How much have you spent during your stay?" (record the currency explained)
Note: The same file includes “Report by Port,” which is the summary of result for a one-day-one-location survey.
Encoded data automatically calculated and the results for reporting are filled out
Coding the Data
Identifying Overnight Visitor at AE
Preliminary Reporting Form
Data compilation and analysis
Data to be compiled as a whole province/ island as illustrated in the figures shown
previously
Then encoding sheet is linked to the summary sheet. The result looks like as in the
following image captured:
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Tourism Statistics Manual for Local Governments 2.0.0.
DOT Regional
Provinces
Offices
Use "ATST Interview Survey Input Form (ver10).xlsx."
Use the summarized data in the sheet "ReportByPort" in the Input Form and transfer the
data to the ATST Interview Survey Estimation Output Form(F.2).xlsx to get the estimates.
Each time you conduct the interview survey, you need to summarize the data and esti-
mation data sheet needs to be entered from the summary from the encoding sheet. (c.f.
ATST Interview Survey Estimation Output Form(F.2).xlsx) For a more detailed expla-
nation of the calculation, see ATST2 WS for Data Integration.pdf in the training manual.
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Tourism Statistics Manual for Local Governments 2.0.0.
DOT Regional
Provinces
Offices
(7) Guest-Night Estimation
You can calculate the average guest nights from the survey results. Use the pivot table
function to filter out those who stayed longer than 60 days and residents. Use the file
(ATST Interview Survey Guest-night Calculation Form(F.1).xls) to calculate the average
guest-night by foreign and domestic and by weekdays and weekends. For detailed
explanation see the presentation file-ATST2 WS for Data Integration.pdf.
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Advanced Tourism Statistics Training
You can estimate the annual volumes by using the following mode:
The base data of Off-Peak x 3 (2) months = the total of off-Peak
Provinces
The base data of ordinary season x 6 (8) months = the total of ordinary season
The base data of Peak Season X 3 (2) months = the total of peak season
The annual estimated volume = the totals of peak, off-peak and ordinary season.
In order to derive the base data, you need to conduct the interview survey three times a
year during peak, off-peak and ordinary seasons. You can use the demand data or
regional distribution data to determine which months fall into the year are peak, off-peak,
or ordinary season.
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Tourism Statistics Manual for Local Governments 2.0.0.
DOT Regional
Provinces
Offices
An analysis chart can be prepared by using base data compiled for the specific purpose
(for example, by purpose of visit, by residence, by duration of travel, etc.) Use pivot
table and pivot chart functions to create such charts. After creating those charts,
copy-and paste the charts to appropriate base maps.
(An Example)
IS_Region7_Siquijor_SiquijorSeaportNov28WE_12062010
Use "WD" for weekday and "WE" for weekend. The date format is mmddyyyy.
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Advanced Tourism Statistics Training
15 The targets of the training are members of LGUs. If a regional tourism officer has some experience in Excel operation, he or
she may consolidate the data from the provincial tourism offices to conduct regional analysis.
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Tourism Statistics Manual for Local Governments 2.0.0.
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Training Materials
We attach all the training materials in a CD-ROM. The lists of the files include links so that
when corresponding files are clicked, training materials such as PowerPoint presentation or
Excel files open. The lists of files are as follows:
(1) General
The Basic Tourism Statistics Training has lecture and workshop covering the demand and
supply data collection and processing. General explanation of tourism policies and
situation at the national level and terms used are other introductory materials.
Read the presentation materials that correspond to the Parts of this Manual. The
presentation materials may have more charts and graphics that could not be included in
the Manual.
The files are organized into two: BTST and ATST. The BTST section is organized into
Training
the private and public sectors. The private sector part of the folder is used to conduct
training only targeted to participants from the private sector. The folder for the public
sector is named "DOT Tourism Stats STANDARD FORMS."
Table 3-1 BTST: List of Training Materials (List of Files in CD-ROM)
Management
Tourism Statistics
DOT- JICA Tourism Statistics Manual for LGUs 2012 (this
manual)
Fundamental Concepts 02_FundamentalTourismConcepts.pdf
in Tourism
BT_LC_03 Standard Local Tourism Supply and Demand 05_TourismStatistics101.pdf
Statistics System Data
(SLTSS): Part I
BT_LC_04 Standard Local Tourism Standard Tourism 06_TourismStandardFormsForDataSources.pdf
Statistics System Statistics Recording
(SLTSS): Part II and Reporting System
07_TourismStandardFormsForLGUs.pdf
StandardCodeForTouristAttractions.pdf
TouristAttractionInventoryForm.xlsx
TouristAttractionVisitorCount.xls
BT_WS_01 Tourism Statistics Tourism Statistics 04_CapacityAssessmentPublicPrivateSector.pdf
Assessment Assessment
BT_WS_02 Use of Standard Data Use of Excel -- File 08_UseOfStandardAutomatedForms.pdf
Form Management Rules -
SLTSS - Supply Data AE Guests Country Distribution REV3.xlsx
as a Trial DAE-2 for Print.xlsx
Manual Data Input
Forms(S) SAE 2.xls
SAE 1 ET Format (supply dataset).xlsx
16 Use only one period in a file name. In a computer world, it is usually used to separate a file name and extension. A
programmer may use the general knowledge to identify a file name and its extension. Avoid using a parenthesis, also. It
may be confusing, when the names may be used in SQL.
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Tourism Statistics Manual for Local Governments 2.0.0.
(1) General
ATST covers the questionnaire survey and interview survey. In the first session, the
Training Materials
methods of the interview and questionnaire surveys were explained; then, LGUs conduct
actual surveys. In the second session, the data encoded were analyzed. The method
of creating charts from the data from both the interview and questionnaire surveys are
also included.
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Training Materials
(PPT)
Training
Accommodations Accommodations
Establishments by Cities and Establishments by LGUs
Materials
Municipalities
For_LGU_ QN SurveyAtAEsCodingVer12.xlsx
AT_LC_06 Introduction to the Advanced Introduction to the Advanced ATST2 Tourism Statistics System Points to
Tourism Statistics Tourism Statistics Training Remember.pdf
Training-Session 2 Session 2
Pretest_ATST_II ATST_ II_Test.doc
AT_LC_07 Data Elements for Marketing Data Elements for Marketing ATST2 LC Marketing and Promotion.pdf
and Promotion and Promotion
AT_LC_08 Data Integration Method Data Integration Method ATST2 LC Data Integration for Interview
(Interview and Questionnaire (Interview Survey) Survey and Demand Data.pdf
Surveys)
AT_WS_08 Compilation of Market Data Data Integration Method ATST2 WS Compilation of Market Data Using
and Presentation by City and (Interview and QA Survey QN Survey.pdf
Municipality using Excel)
AT_WS_09 Data Presentation Method Data Presentation Method ATST2 WS for Data Integration.pdf
(Excel Tables and Charts) (Excel Tables and Charts)
3. Program Details
During the JICA project, a four-day training for BTST, two-day training for ATST Session I and
ATST Session II were conducted. The following tables summarize the programs with brief
explanation of each module. The organizer of training shall arrange the contents of the lectures
and workshops to conduct the tourism statistics training.
17 Use only one period in a file name. In a computer world, it is usually used to separate a file name and extension. A
programmer may use the general knowledge to identify a file name and its extension. Avoid using a parenthesis, also. It
may be confusing, when the names may be used in SQL.
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Tourism Statistics Manual for Local Governments 2.0.0.
Training Materials
Inspirational Speech - DILG To show an overview of DILG's DILG has commenced its tourism related 5 m Presentation
involvement in tourism statistics data management system. How its Set
especially the supply data. system is related to and how the data
gathering system can be coordinated is
discussed.
“Welcome to our Place” - Host Welcome remarks by a This should be a brief greeting by a 5 m Presentation
City or Municipality representative from the hosting city hosting city or municipality. Set
or municipality
DOT-JICA Technical To promote and show how the The AVP has the objectives and necessity 20 m Presentation
Cooperation Program Info AVP project of tourism statistics of tourism statistics. It covers overall Set
contributes to tourism development contents of BTST.
in the Philippines.
Training Briefing BTST To explain the contents and (1) Overview of the Program 15 m Presentation
schedule of the training a. Objectives Set
b. Outline
(2) Schedule
Day Two Fundamentals of BT_LC_02 Importance of Tourism Statistics At the end of this lecture, the Tourism like any other fields and industry 45 m Presentation
Tourism participants should be able to: should give importance in developing a Set
reliable tourism database that can be use
(1) Be aware of important standard to optimize potential of tourism in
tourism concepts. destinations. Planners and managers
should not rely on historical and personal
accounts alone. Statistics gives them an
objective measure of what will happen
and what is happening with their tourism
enterprises and activities.
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Training Materials
Day Title Code Subset Code Objective Abstract Duration Unit Equipment
Fundamental Concepts in At the end of this lecture, the To be able to have a reliable and 45 m Presentation
Tourism participants should be able to: comparable tourism database, tourism Set
professionals should understand
(1) Understand the importance of important tourism concepts uniform
tourism statistics in development, internationally including those that are
planning, monitoring and evaluation. operational in the Philippine setting.
Standard Tourism concepts level the field
amongst public and private stakeholders.
Introduction to BT_LC_01 Leveling Off To familiarize the contents and Leveling Off is an important stage in the 5 m Presentation
the Basic activities of the training for the training wherein both the participants and Set
Training Materials
Tourism Statistics participants. the training team clear out matters that
Training are expected to come up during the
training. Participants should be able to
realize the limit of the training at this stage
and expect nothing more than the
objectives stated.
Pretest BTST To assess knowledge on basic The Pre-test is to gauge the knowledge of 20 m Test Sheet
terms used in tourism statistics. the participant with basic tourism concepts
and statistical methodologies that will be
administered using a 1-page multiple
choice examination.
Tourism in the Philippines Introduction of tourism statistics at A speaker will present the Philippine 30 m Presentation
the national level tourism situation, the policies that support Set
tourism development and the impact of
tourism in the local destinations. It should
be implicitly implied that the analysis of
tourism development is not possible
without available reliable statistics.
Regional Tourism Statistics and Introduction of tourism planning The Regional Office shall discuss the 20 m Presentation
Development Planning situations at the regional level consolidated tourism development Set
planning and data gathering efforts in the
region highlighting the fact that the
Regional Offices of the Department of
Tourism remain the forefront of
coordination between the national agency
and the local government units.
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Tourism Statistics Manual for Local Governments 2.0.0.
Day Title Code Subset Code Objective Abstract Duration Unit Equipment
Provincial Tourism Statistics and Introduction of tourism planning A provincial tourism office may have 10 m Presentation
Development Planning situations at the provincial level policies regarding tourism development Set
planning with or without the data. A
provincial tourism officer is expected to
present the current situation of tourism
statistics in relation to tourism
development planning at the provincial
level.
Standard Local BT_LC_03 Supply and Demand Data To understand what the demand The demand and supply data discussed 45 m Presentation
Tourism Statistics and supply data mean in the during the training have specific Set
System (SLTSS): training. meanings. The participants are
Training Materials
Part I expected to learn what represent the
demand and supply data.
Data Flow To understand how and when and Cities and municipalities collect the 45 m Presentation
to send the demand and supply demand and supply data. The data Set
data to whom. need to be submitted to respective
provinces and the DOT regional offices.
The participants learn the procedure of
sending the data.
Tourism Statistics BT_WS_01 Tourism Statistics Assessment At the end of this workshop, the The tourism database system need not 60 m Presentation
Assessment participants should be able to: start from scratch. Recognizing available Set, PCs for
(1) Categorize available tourism local data as tourism-related data can the
data in their locality lessen the possibility of duplicate data Participants
(2) Identify tourism data that they gathering activities. An ideal tourism
need database building setup is to build from
(3) Discuss how data are gathered what they have and augment it with what
in their organization and how it is data stakeholders need.
transmitted to concerned offices and
other stakeholders.
Operational Design--Basic At the end of this workshop, the Development of a database system for 60 m Presentation
Concepts of Data Flow participants should be able to tourism will be an ideal for the purpose of Set, PCs for
understand basic concepts of analyzing data. In reality, data are not the
database; and understand basic handled by one person; different Participants
concepts of data flow. individuals and different organization
process tourism related data. In such
situations, data flow management would
become essential as well as developing
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Training Materials
Day Title Code Subset Code Objective Abstract Duration Unit Equipment
tourism database itself. In this
workshop, participants learn basic
concepts of functional flow diagram.
The available data in a municipality are
organized in a meta database-the
specifications for the meta data will be
discussed.
Introduction to BT_OP_01 File Management Using Excel To familiarize operations of MS For those who do not use PCs daily basis, 60 m Presentation
Excel Excel for those who may not have an optional training is given. The Set, PCs for
enough experience extra-training is not mandatory, but the
Training Materials
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Tourism Statistics Manual for Local Governments 2.0.0.
Day Title Code Subset Code Objective Abstract Duration Unit Equipment
SLTSS - Data Transfer To practice how the data will be The participants use dummy data to 45 m Presentation
submitted digitally from a city or consolidate and transfer the data from one Set, PCs for
municipality to provinces and PC to another PC to simulate the file the
regional offices of DOT transfer from one city or municipality to Participants
province or a regional office of DOT.
Day Four Assisting BT_WS_03 Getting Data from To simulate how to ask cooperation The suppliers of the data are AEs. The 45 m Presentation
Accommodation Accommodation Establishments for submitting the data LGUs with the knowledge of the tourism Set, PCs for
Establishment statistics system need to inform and the
encourage the accommodation facilities to Participants
submit the monthly demand data. In this
module, the participants are trained to
Training Materials
communicate with managers of AEs to
gather data. A role play is planned to
simulate the situation at AEs.
Assisting Accommodation To simulate how to act out in the A planning or tourism officer needs to 90 m Presentation
Establishments for Data real situation of supporting a have an orientation meeting for AEs. A Set, PCs for
Preparation - Role Playing manager in an AE. couple of representatives are given the
opportunities to have a mock seminar or Participants
orientation meeting to the private sector.
Field Work BT_FW_01 Supporting Accommodation To promote and support data Some of AEs may know the significance 240 m Presentation
Establishments for the Daily gathering activities from AEs of tourism statistics; others may not. A Set
Records tourism or planning officer in-charge is
expected to explain the significance of the
data from AEs and the method/procedure
of gathering the demand and supply data.
Data Organization To organize the data gathered from The data submitted by AEs are generally 90 m Presentation
AEs written on the analogue form. The Set
participants are expected to learn how to
encode the gathered data.
Receiving and BT_WS_04 Administration Procedure - To learn how the administration (1) Data Checking Procedure 45 m Presentation
Reporting Data in Sending and Receiving the Data functions in data transfer (2) Error Reporting Procedure Set, PCs for
STAT - STARRS (3) Role Playing the
a. Method of Role Playing Participants
b. Grouping
c. Changing Groups
Sending Receiving Files (File To learn how to send and receive A city or municipal tourism officer needs to 45 m Presentation
Management) the data send the demand data monthly to Set, PCs for
Page 53
Training Materials
Day Title Code Subset Code Objective Abstract Duration Unit Equipment
provincial or regional tourism office. the
Some of AEs submit the data in The files Participants
need to have standardized file names.
Integration, BT_WS_06 Action Planning To determine who will responsible Action plans are prepared by the 90 m Presentation
Training to take actions by when in order to leadership of a provincial tourism officer Set
Debriefing and resolve issues or assignments with opinions by tourism and planning
Closing Program during the training officers from cities and municipalities.
(BTST) What and when to be done by whom are
(Session 1) clarified in the action plans.
Training Materials
Closing To sum up the training; to conduct During closing, the facilitator summarize 30 m Presentation
the evaluation what has been learned during the training. Set
If there are some assignments to be done,
the facilitator remind the contents and the
due date.
Review BT_WS_05 Basic Demand Data Calculation To review the basic concepts on the The average occupancy rate, average 45 m Presentation
demand data guest-night , average number of Set, PCs for
guest/room , the total number of the
guest-nights, the total number of Participants
over-night visitors , the total no. of rooms
occupied are the basic elements of
calculation covered.
STAT - STARRS Operations To review the functions of the The participants learned new encoding 45 m Presentation
templates and data flow associated systems. The workshop is to review the Set, PCs for
to the data operation. operations. the
Participants
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Tourism Statistics Manual for Local Governments 2.0.0.
Training Materials
Tourism Statistics Training contest of tourism statistics. (2) Objectives Set
Session 1 (2) (3) Components of the Advanced Tourism
Statistics Training--Toward Tourism
Development Planning
(4) Position of the Advanced Tourism
Statistics Training
Pretest ATST_I Tourist Statistics Training. Ten multiple 20 m Test Sheet
To assess the level of
answer questions will be given to be
understanding
answered in about 15 minutes. The
before the
facilitator may call it a “questionnaire”
training.
since the contents of the pretest will have
been covered during the training.
Progress of Action AT_WS_01 Progress of Action Plan -- To demonstrate the progress of (1) Mentors’ Report 120 m Presentation
Plan - Presentation Presentation of Collected Data data collection from AEs; To (2) Filling out the presentation forms Set
of Collected Data present what was learned during (3) Presentation by Provinces
BTST (4) Presentation by Cities and
Municipalities
(5) Discussion (Open Forum)
The action plans had been prepared
during the Basic Training. How the cities
and municipalities have collected the data
and how the system of data gathering has
been functioning is the theme of the
module.
Visitor Surveys AT-FW Questionnaire Survey at To conduct the questionnaire Cities and municipalities conduct the 30 Days Questionnaire
Accommodation Establishments survey 1. questionnaire survey as in the action Sheet and
plans. Giveaways
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Training Materials
Day Title Code Subset Code Objective Abstract Duration Unit Equipment
Interview Survey at Entry Points To conduct the interview survey Provinces conduct the interview surveys 30 Days Interview
1. at ports of entry as planned. Sheet
A Coding Method of AT_WS_03 A Coding Method of To learn how to use the Excel An encoding sheet is provided with 90 m Presentation
the Questionnaire Questionnaire Survey at encoding sheet for the functions of data analysis and example Set, PCs for
Survey at Accommodations questionnaire survey. charts. the
Accommodations Establishments by LGUs Participants
Establishments by
Cities and
Municipalities
Training Materials
Selection and AT_WS_02 An Estimation Method using the To learn how to use the The meaning and reasons of estimation 60 m Presentation
Estimation Method Excel Template estimation part of the Excel are clarified. The Excel Template Set, PCs for
for AE Data template. calculates the figures automatically. The the
facilitator shall present manual method of Participants
calculation so that the participants
understand the meaning of the automated
functions. This is an advanced topic
necessary for planning.
Selection and AT_LC_02 Introduction to Selection and To learn how to select samples Collecting the demand data from all the 45 m Presentation
Estimation Methods Estimation Methods for AE Data of AEs in LGUs. AEs may not be possible. Selecting AEs Set
for Generation of from different types is the strategy. It is
Supply and Demand a strategic selection, not a process of
Data from AEs random sampling.
The Questionnaire AT_LC_03 The Questionnaire Survey at To learn how to conduct the A city or municipality needs to select AEs 60 m Presentation
Survey at Accommodation Establishments questionnaire survey at AEs according to the size of the LGU. Set
Accommodation by Cities and Municipalities Give-aways are distributed to AEs to give
Establishments by some incentive for tourists to cooperate to
Cities and the questionnaire survey.
Municipalities
Day Two A Role Play of the AT_WS_04 Role Play of Interview Survey at To simulate what to be done to (1) Explanation of the Role Play 90 m Presentation
Visitor Survey at the Entry Points Material: PPT conduct the interview survey. (Demonstration) Set
Entry Points (2) Role Play
(3) Presentation of the Results
The Visitor Survey at AT_LC_04 The Interview Survey at Entry To learn how to conduct the (1) Objectives 90 m Presentation
the Entry Points by Points by Province interview survey at ports of (2) The Total Numbers of Visitors by Set
Provinces entry. Island or Province
(3) Selection of Survey Points
(4) Survey Schedule
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Tourism Statistics Manual for Local Governments 2.0.0.
Day Title Code Subset Code Objective Abstract Duration Unit Equipment
(5) Interview Method
(6) Encoding and Compilation
Implementation Method of the To learn how to conduct the (1) Survey Schedule 90 m Presentation
Interview Survey at the Entry interview survey at ports of (2) Procedure of Implementation Set
Points by Provinces (PPT) entry.
A Coding Method of AT_WS_05 A Coding Method of the To learn how to encode the (1) Confirmation of Files and Sheets 90 m Presentation
the Interview Survey Interview Survey at Entry Points interview survey data (2) Instruction of Coding Set, PCs for
at Ports of Entry by by Province (3) Demonstration the
Province (4) Exercise by Participants Participants
(5) Common errors and correction
Training Materials
Integration, Training AT_WS_06 Action Planning To determine who will Action plans are prepared by the 90 m Presentation
Debriefing and responsible to take actions by leadership of a provincial tourism officer Set
Closing Program when in order to resolve issues with opinions by tourism and planning
(ATST Session 1) or assignments during the officers from cities and municipalities.
training What and when to be done by whom are
clarified in the action plans.
PostTest ATST_I To assess level of The contents of the post test is the same 20 m Test Sheet
understanding during the as the pretest.
training.
Closing To sum up the training; to During closing, the facilitator summarize 30 m Presentation
conduct the evaluation what has been learned during the training. Set
If there are some assignments to be done,
the facilitator remind the contents and the
due date.
Inventory of Tourist AT_LC_05 Inventory of tourist attractions / To organize tourist attractions in (1) Confirmation of Files and Sheets 45 m Presentation
Attractions / Destinations a standardized format. (2) Types of Tourism Attractions Set
Destinations (3) The Standard Codes used for Tourism
Attractions and Destinations
(4) Location Maps (Examples)
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Training Materials
Attractions
Introduction to the AT_LC_06 Introduction to the Advanced To introduce the contents and (1) House Rules 30 m Presentation
Advanced Tourism Tourism Statistics Training schedule of ATST2. (2) Invocation Set
Statistics Session 2 (3) Overview of the Program
Training-Session 2 a. Objectives
b. Outline
(4) Schedule
Pretest ATST_II To assess knowledge mainly on The pretest covers the subjects will have 20 m Test Sheet
the visitor surveys. taught during Session 2. Ten multiple
answer questions will be given to be answered
in about 15 minutes.
Compilation of AT_WS_08 Data Integration Method To analyze the data using charts (1) Presentation Methods: Questionnaire 90 m Presentation
Market Data and (Interview and QA Survey using and graphs Survey Result Set, PCs for
Presentation by City Excel) (2) Chart Preparation using an Excel function the
and Municipality of pivot graph Participants
(3) Hands on session
Data Elements for AT_LC_07 Data Elements for Marketing To understand the Visitor profile, volume and distributions are 60 m Presentation
Marketing and and Promotion characteristics of the collected important concepts in marketing and Set
Promotion data from marketing points of promotion. Participants are expected to
view. learn how the data analysis should be
conducted.
Day Two Data Integration AT_LC_08 Data Integration Method To learn how to get monthly and (1) Annual Data Analysis (Daily, Monthly, 45 m Presentation
Method (Interview (Interview Survey) annual estimate visitor arrivals Annual Estimate Analysis- Demand Data) Set
and Questionnaire from the interview surveys; (2) Data Analyses (Interview, Questionnaire,
Surveys) Demand, Supply)
Data Presentation AT_WS_09 Data Presentation Method To learn Excel chart functions. (1) Tabulation – preparation of the datasets 120 m Presentation
Method (Excel (Excel Tables and Charts) (2) Pivot Table and Pivot Charts Set, PCs for
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Tourism Statistics Manual for Local Governments 2.0.0.
Training Materials
Debriefing and responsible to take actions by a provincial tourism officer with opinions by Set
Closing Program when in order to resolve issues tourism and planning officers from cities and
(ATST Session 2) or assignments during the municipalities. What and when to be done
training by whom are clarified in the action plans.
Post Test ATST_II To assess level of The contents of the post test is the same as 20 m Test Sheet
understanding during the the pretest.
training
Closing To sum up the training; to During closing, the facilitator summarize what 30 m Presentation
conduct the evaluation has been learned during the training. If there Set
are some assignments to be done, the
facilitator remind the contents and the due
date.
Page 59
Basic Concept/Glossary
1. Basic Concepts
To be used to estimate the traffic volume of the tourist, economic impact measurement
II Visitor Day It is the total number of visitor days in the designated area by daily base.
(For example, same-day visitor is counted as one person day, 1 night 2 days visitor is
counted as two person days, 3 night 4 days visitor is counted as 4 person days)
Basic Concepts/Glossary
Forecast/ estimate tax and fee revenue, employment generation, economic impact,
environment impact, and Infrastructure requirement determination
III Visitor-Night It is the total number of overnight visitor in the designated area by daily base.
(For example, 1 night 2days visitor is I Guest-Night, 2 nights 3days visitor is 2
If an AE generates the Guest-Nights and 3 nights 4 days visitor is counted 3 Guest-Nights)
data, Guest-Night is
applied The figures are used for development planning and management of AEs, infrastructure
development plan and implementation, and forecast/ estimate tax and fee revenue,
employment generation, economic impact and so forth.
IV Visitor Points It is the total number of tourism attractions/ destinations visited by visitors in
designated area.
For example, 1 visitor visits 3 tourism attractions, hence, equals 3 visitor points
The figures are used for: formulating facility development and operation planning;
Infrastructure development plan of each tourism attraction; and economic impact of each
tourism attraction.
A visitor may be an overnight visitor who may stay at friends or relatives’ places. So
when we talk about guest-night, we disregard those who may visit relatives and friends to
stay. The total number of guests who stayed overnight at an AE is expressed in a unit
called “guest-night.”
(C) Total No. of Rooms Occupied = Number of Rooms x Average Occupancy Rate
Occupied Rooms
(D) Room Occupancy Rate = X 100
Available Rooms
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Tourism Statistics Manual for Local Governments 2.0.0.
Basic Concepts/Glossary
small municipalities where the number of visitors is relatively small.
Serviced Similar with condotels, and with services from third party
SER
Residence housekeepers. May not have full services of a front desk
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Basic Concept/Glossary
2. Glossary
Term Definition
Apartel Any building containing several semi or fully furnished apartments up for rent
on a more or less long-term basis.
Condotel Condominiums offering its unit for rent, usually with front desk services
similar to hotels.
Data Refers to a collection of facts usually collected as the result of experience,
observation or experiment.
Domestic Same-day Visitors A domestic visitor who does not spend even a night in a collective or private
accommodation at the place of visit. More commonly referred to as
“EXCURSIONIST.”
Domestic Tourism Involving residents of the given country traveling only within this country.
Domestic Tourists Stay at least one night and not more than 365 days in a collective or private
accommodation in a place visited
Domestic visitors Any person regardless of nationality, resident of the Philippines and who
Basic Concepts/Glossary
travels to a place in the Philippines other than his usual place of environment
for a period not more than 365 days for any reason other than following an
occupation remunerated at the place visited. The minimum distance of travel
covered is between municipality/city and with purposes of trip as any of the
following –pleasure (holidays, culture, active sports, visit to relatives &
friends other pleasure purposes), professional (events, official mission,
business), other purposes (short-term studies, health, pilgrimage).
Guest-Nights (Visitor Nights) The total number of overnight visitors counted by nightly basis (number of
overnights stay)
Homestay Family houses that offer guest rooms to tourists
Hotel Building used for regular reception for a fee
Inbound Tourism Involving non-residents traveling in a given country
Internal Tourism Comprises of domestic and inbound tourism
International tourism Consists of inbound and outbound tourism
Length of Stay The number of nights a visitor stayed plus one.
Motel Any structure with several units primarily located in highways
National tourism Comprises of domestic and outbound tourism
Night of Stay The number of nights a visitor stayed. The night of stay for the same-day
visitor is zero (0).
Outbound Tourism Involving residents traveling in another country
Pension House Private or family own tourist boarding house, guest house or tourist lodging
house usually with common service facilities
Resort Place with pleasant atmosphere, conducive to comfort, healthy relaxation
and rest, offering food and other stuff
Same-day visitor A visitor who does not spend the night in a collective or private
accommodation in the country visited; this definition includes cruise
passengers who arrive in a country on a cruise ship and return to the ship
each night to sleep on board even though the ship remains in port for several
days; also included in this group are owners or passengers of yachts and
passengers on a group tour accommodated in a train
Serviced Residence Similar with condotels, and with services from third party housekeepers.
May not have full services of a front desk
Statistics Pertains to the collection, analysis, interpretation or explanation, and
presentation of data. Also with prediction and forecasting based on data
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Tourism Statistics Manual for Local Governments 2.0.0.
Term Definition
Tourism The activities of persons traveling to and staying in places outside their usual
environment for not more than one consecutive year for leisure, business
and other purposes not related to the exercise of an activity remunerated
from within the place visited”(UN World Tourism Organization)
Basic Concepts/Glossary
Organization)
Unclassified/Others Accommodations that are not yet accredited by DOT and thereby type and
category cannot be properly determine
Visitor Arrivals The actual number of visitor arrivals
Visitor Day The total number of visitor counted by daily basis
Visitor Point The total number of visitors to tourism spots/ destinations and tourism
facilities
Visitors (international) Any person who travels to a country other than that in which s/he has his/her
usual residence but outside his/her usual environment for a period not
exceeding 12 months and whose main purpose of visit is other than the
exercise of an activity remunerated from within the country visited.
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Appendices
PART 5 APPENDICES
Table 5-1 Forms for Demand and Supply Data Management (Revision)
Sheet
Form ID in Version 1 File Name Revision User Input/Output
Name
A data input function was Province, City,
FORM:SAE-1 DOT-ET-Ver2.0.xlsm SAE-1 Input
added. Municipality
Summary sheet of
Province, City,
FORM:SAE-2 DOT-ET-Ver2.0.xlsm SAE-2 SAE-1. The note part Output
Municipality
was deleted.
FORM:SAE-3 - - Redundant (SAE-2) - -
The paper form to be
Accommodation
DAE-1 used for those without Input
Establishments
DOT-ET-DAE1-A-1.0. facilities.
Appendices
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Tourism Statistics Manual for Local Governments 2.0.0.
2. Training Materials
One CD-ROM includes all the training materials including this Manual.
Appendices
Page 65