Category Archives: Sociological

Exam Preparations Revisited: Nursing Board Exam as a Springboard for Compre

Since 1978 to this writing (2017), I  have been taking tests and examinations in various formal educational setting. So tests and examinations are like other folkways to me. They are like choosing the best clothes to wear as casual wear or as Sunday’s best. But, there are really big time events, like my wedding, which preparations for the clothes take weeks. And, such clothes are worn only in few hours. Such is the case of a board exam and comprehensive exam!

NLE review.jpgIn March 2009, I graduated from my third course, Bachelor of Science in Nursing at a Seventh Day Adventist health school. This was when my youngest child of three was age 2 years and 3 months. I started the nursing course when my second child was 11 months old. I could say that this student life was intertwined with motherhood and work. Motherhood revolved around a 2 year old, breastfeeding a second child, a pregnancy of third child, another breastfeeding of the third child. Work demands involved commuting from my residence to another city (Marawi City) every day. And, student schedule is everyday after work. This has to be the most complex of all situations I’ve ever been. As in.

And, for the first time there was a board exam I need to pass! I really felt at that time that I do not need a review center to review me. I felt it in my heart that I knew best how to review myself. I believe I am old enough to adhere to my schedule. While a review center’s schedule may not fit my needs. And, it would a waste of my time. I did not have much time. I have already applied for the June 6 and 7 exam dates. The next exam would be by December. Between the two schedules, my heart and mind tell me to grab the June schedule. I have funny but logical reasons. For June exam, I have every reason to fail. Time to review is too short, only from April to May. And, the more if do not review properly in a review center. Just self-review is a ridiculous idea to some. So if I pass, it’s a wondrous outcome! For December exam, I have every reason to pass! So I would have a long review period from April to November. My mind was telling me, should I fail, I definitely cannot accept it. I would be in a fit of a depression, I guess. So, I embarked on the risky, short route.

Because I’ve helped my sister in the final phase of her master’s thesis in April, I’ve started my self review on the third week of April. By then, my husband decided to bring all the three children and himself to his mother’s place. They vacated our home for my solo use. His idea actually, which turned out to be so helpful for me. My sister advised me to enrol in a final coaching review for a week to boast my confidence. So I did enrol myself to a final coaching in another city, in the last week of May. So, I have two weeks in April and three weeks in May. I have a total of 5 weeks before the final coaching.

I gathered all my notes, photocopies, exam papers, case presentations, and few books. Half of the week, I grouped my materials into test subject categories. I have arranged the test subjects according to degree of difficulty for me. I allocated one full week and a half for Psychiatric Nursing alone. That was how I believed I was weak in this area. The third week, I tackled Community Health Nursing and Fundamentals of Nursing.  The fourth week was for Medical-Surgical Nursing and Maternal and Child Health. The fifth and last week, I retook all tests i have taken.

I made and printed answer sheets. Every day I practice answering a test with a timer. I checked my answers and learn from my mistakes. I downloaded practice tests from those generous individuals who share their materials online. I answered compilations of past board exam questions sold by review centers. Those were what I used. The answer keys provide rationale. There were entries though, which appear unbelievable. So I consult the books on those instances. I stood by the books’ explanations. I did not allow  my mind to wander away from what the books said. I heard many failures in board exams are due to over-analysis. That the board  exam is book-based, I should not make up stories and own reasoning.

I woke up at six in the morning, bathe, in comfortable clothes, cook and eat simple but nutritious meal, and begin the review. Mealtimes were break times for me when I turned on the television to obtain updates of contemporary issues. Then I turned off the TV and continue the afternoon review. I took short nap of 30 minutes at 3 or 4  in the afternoon, more to stretch my body on the bed for better circulation. Then dinner time is another break and short TV. I only spent about 30 to 45 minutes on mealtime. Then the evening review continued. It was a must that I sleep by 11 in the evening. In all of these daily routine, I never forget to open and close the day in prayer. This came with a song and scripture reading. I spent about 15 minutes on prayer.

While in CDO for the final coaching, I stayed with my ninang’s family. The daily schedule was from 8am to 5pm. In the evenings, I did not anymore do any review. I just spend time chatting with the people around. I look at my online mails and read online nursing related stories. After the 5-day final coaching, I had a week’s break and went back to my family. That week, I just browsed notes from final coaching. I have started to cool myself down, to relax my mind and let everything sink in. I have done my part, everything else was up to God’s plans for me. That was what I’ve set my heart and mind.

NLE passer.jpgAnd, God rewarded all my efforts! I passed the board exam! Though I’ve every reason to fail based on circumstances, yes. But, I did all that it takes to pass! I have not left any table unturned, no notes untouched. Most of all, I never doubted myself, not a bit. I knew that i would pass the exams based on how I’ve managed to finish the course in such complex situation.

Why I remember all these?

Because, another major exam is looming before me. A Goliath I have to slay, by God’s grace. In July, I will be taking a Comprehensive Exam for a doctorate degree. A doctorate in the field of Sociology, my first original field of study. The board exam experience gives me a good backdrop for my preparations for the compre exam. I now know what I need to do. I need two weeks of secluded review. No distractions. My family, with my three children bigger now, age 10-12-14 years old and my sister, we all were able to come up with the appropriate set-up for me. Again, I need to do my part, and God will do the rest.

In Jesus’ name.

Building the City of Golden Friendship: The Growth of Cagayan De Oro’s Zones Based on the Model of Burgess*

Authored by: Mary Ann Faller Daclan, Mindanao State University at Marawi, PH; Lilian C de la Peña, Capitol University, Cagayan de Oro City, PH; Ordem K Maglente, Caraga State University, PH; Mary Anne M Polestina, Mindanao State University at Buug, Zamboanga Sibugay, PH


                                                         “The larger, the more densely populated, and the                                                                               more heterogeneous a community, the more                                                                                    accentuated the characteristics associated                                                                                        with urbanism will be.” – Louis Wirth

This paper explores the landscape of Cagayan de Oro, a highly urbanized city in northern Mindanao, southern Philippines. Exploration is based largely on interview with key informants and the use of secondary materials. Landscape change is examined in this paper to provide an initial perspective into deeper insights of the urbanization process that enveloped the city’s social context and unique character. The urbanization perspective forwarded by Burgess (in Park et al1925) is employed in this paper.

According to Burgess (1925) the typical processes of city expansion is best illustrated by a series of concentric circles, in which the area is differentiated through five successive zones, namely,

Zone I            – central business district

Zone II           – area of transition

Zone III          – worker’s place

Zone IV           – residential area of high-class apartment buildings or of                                                             exclusive “restricted” districts of single family dwellings

Zone V            – commuters’ zone

Burgess contends that cities do not just expand but,  rather, extend radially from the epicenter of economic activity. As extension takes place, the inner zone has the tendency to extend its area by invading the next outer zone. Thus, the physical expansion of an urban area, such as the city, is a consequence of its initial population expansion.

The process of urbanization is examined with the following objectives:

1) To determine the population of Cagayan de Oro City for the intercensal period of 1960, 1970, 1980, 1990, 2000, and 2010.

2) To illustrate the pattern of physical expansion of Cagayan de Oro City.

3) To describe the zones of Cagayan de Oro City which are created out of its own physical and population expansion.

The physical and demographic changes over time for Cagayan de Oro are examined in order to provide a deeper discussion on the evolution and the consequent social issues created out of its own unique development. Thus, the following hypotheses will be tested:


Ho1: Increase in population results in the physical expansion of the city and the addition of zones.

Ho2: Population expansion is influenced by the development of the city’s commerce and business.

Conceptual Framework


Significance of the Study

            The findings of the study would benefit sociologists and other scholars in the field of social sciences. It may contribute to understanding of the effects of urbanization and the consequences of in-migration at the macro level. It will help policy makers, particularly the local government units, in identifying areas where urbanization mechanisms may contribute positively to the development of the city.

Limitations of the Study

            The study is limited only to the urban barangays of Cagayan de Oro City. For the quantitative part, there is heavy reliance on the availability of data from government institutions (city local government and the Philippine Statistics Authority). The non-uniformity of the census years for all involved variables render to the non-computation of statistical relationships.  There is no survey conducted for lack of time. This is, however, sufficed with the exhaustive in-depth interviews with reliable key informants. Observations have been done in numerous occasions, having been roaming around the city for years.

Operational Definition of Terms

            The following are terms used throughout the paper. In understanding the discussion and arguments forwarded by the authors, these terms require definition.

            Business ventures. This refers to manufacturing, whole and retail trade, micro-finance institutions, financial cooperatives, general merchandise, entrepreneurial pursuits that earn income, government taxes, and required to apply for business permits.

            In-migration. This refers to the number of internal migrants moving to an area of destination (or from an area of origin) (Poston 2006).  In this research, in-migration pertains to the number of people settling in the city of Cagayan de Oro using data from intercensal period of 1960, 1970, 1980, 1990, 2000, and 2010.

            Physical Expansion. The natural adaptations to new types of social organization and analyzed through the theory of concentric zones (Burgess 1925). In this research, this refers to the visible and observable progression the city of Cagayan de Oro takes as it gradually widens from its smallest and simplest physical set-up into what it is at present, as retold by key informants.

             Population Expansion. This refers to the increase in the number of people residing in the city of Cagayan de Oro, as manifested in the data from intercensal period of 1960, 1970, 1980, 1990, 2000, and 2010.

            Zones.  These refer to concentric circles with areas, according to Burgess (1925 in Park et al., 1925) differentiated through five successive zones. The Zone I is the central business district, the Zone II is the area of transition, the Zone III is the worker’s place, the Zone IV is the residential area of high-class apartment buildings or of exclusive “restricted” districts of single family dwellings and, finally, the Zone V is the commuters’ zone.  In this research, the zones refer to the particular areas in Cagayan de Oro City where Park et al identified five zones are located, created out of its own physical expansion.


            This section presents and discusses the research design, study site, method of data collection, instrument, ethical considerations, and analysis plan.

            Research Design

            This study used the descriptive design. It primarily described Cagayan de Oro City’s geographic and demographic characteristics. The description part is a scientific observation that is careful and deliberate. Hence, scientific descriptions, typically, are more accurate and precise than are the casual ones (Babbie 2014). Description of geographic characteristics focused on the city’s physical expansion. Demographic description encompassed the city’s population expansion as described through government records.

            Study Site

            The city is a first-class, highly-urbanized city, and the capital of Misamis Oriental. Previously, or until 1932, Cagayan de Oro is the capital of Misamis Province, comprised of Misamis Oriental and Misamis Occidental. Dubbed as Mindanao’s gateway, Cagayan de Oro has a land area of 488.9 sq. kms. and a population of 602,088 in 2010; and a population density of 1,500/ (see Fig 2). About 44 per cent of the household population classify themselves as ethnically mixed people, 22.15 per cent Cebuano, 4.38 per cent Boholano, and 28.07 as other ethnic groups, according to the 2000 census of the NSO. A large portion or 87 per cent of the city’s residents are Roman Catholic. But the number of Protestants has increased in number in recent years. About 20 Protestant churches have nestled in the city. Cebuano is the primary language spoken in the city.

            The city was founded in 1871 and proclaimed a charter city in June 15, 1950. The city serves as the regional and economic center of Region 10; and list as one of the ten most progressive and competitive cities in the Philippines. It is also the tenth most populous city in the country. The city has 57 urban barangays and 23 rural barangays.


            Cagayan de Oro is the melting pot of Mindanao because of its accessibility and business growth. Its economy is largely based on industry, commerce, trade, service and tourism. Investment in the city for the first six months of 2012 reached 7.4 billion pesos outpacing the local government unit’s expectation to nearly 100 per cent. Investments in the city are dominated by malls, high-rise hotels, condominiums, and convention centers. The net income of the city is pegged at 2,041,036,807.89 billion pesos.

            Methods of Data Collection

            A combination of qualitative and quantitative techniques was used for data gathering. For qualitative aspect, interviews and observation were used. For the quantitative part, data mining was used to obtain pertinent information from secondary sources.

            Key Informant Interview

            Interview with key informants was employed but in different time periods. Actual interview by all authors with a key informant for this study was made with one individual, an anthropologist conducting research on the history and social anthropology of the city. The interview was conducted in the informant’s office in Corrales Avenue, Cagayan de Oro on May 5, 2017 (for the interview guide, see Appendix A). Previous interviews made by one of the authors, de la Peña, on January 5, 2014 with two long-time residents of Balulang and Puntod are included in the paper. The data gained from these interviews provide valuable information on the development of these communities.

            Non-Participatory Observation

            The authors also made separate observations of Cagayan de Oro’s communities. De la Peña observed the barangays of Puntod and Balulang: Daclan on the barangays of Carmen and Bulua; Polestina on the barangays of Lapasan and Lumbia; and Maglente on the barangays of Cugman and Gusa.

            Data Mining

            Secondary materials and sources informed the discussion. The works of Madigan (1985), Ulack and others (1985), and Ulack (1978) on Cagayan de Oro are very helpful in understanding the spatial development and change of the city.

            The maps used in this paper were derived out of the Geographic Information System. They were taken from various sources, particularly Xavier University Engineering Resource Center (XU-ERC) and the City Planning and Development Office (CPDO) of Cagayan de Oro. These maps were used to examine the spatial variations with regards to the physical expansion of the City over the years.

            Explorations on demographic changes is largely based on secondary materials from various city and regional offices, namely, the City Planning and Development Office and the regional office of the Philippine Statistical Authority.


            For the qualitative aspect, the researchers framed guides for the interviews and observation. A question guide for the key informants was used to obtain information corresponding to the objectives of the study (Appendix A). An observation guide was used to provide focus to the researchers during the conduct of observation. That the researchers may not waste time what to look for; instead, they immediately spot on the objects they need to observe and record.

            Ethical Considerations

            Imperative in the conduct of this research is the observance of research ethics, from the conceptualization to the report-writing stage and all the more during the data collection.  An oral consent was obtained from the key informants prior to the conduct of the interviews. The key informants were duly informed of the study’s objectives and assured of confidentiality (e.g., no names to be mentioned in the report or in any medium such as paper presentation, and no taking of picture).  Prior to the start of the in-depth interviews, an expressed consent was obtained from the key informants.

            Analysis Plan

            For the qualitative part, specific responses to the questions in the recorded interviews were encoded, sorted, and categorized according to objectives of the study.  The data were integrated in the presentation of the results of the study.

            For the quantitative part, the data culled were encoded in Microsoft Excel for computations of intercensal change and graphing purposes. The unit of analysis is the city of Cagayan de Oro focusing on the physical and population expansions through the use of census in years 1960, 1970, 1980, 1990, 2000 and 2010.  Five-year surveys’ trend is established and depicted in graphic forms.

Formula Used

            Intercensal Increase shows the percent increase in a demographic element (like population count) within a ten-year period. It is obtained by subtracting the percent population in present year (for instance 2010) with the percent population in past year (for instance 2000) divided by percent population of past year (2000) multiplied by one hundred to have the percentage.

intercensal increase formula.jpg

            Intercensal analysis is used for the city’s data on population involving census years 1960to 2010. Hence, calculation of five intercensal percent change was done. For clearer presentation, graphs are made based on the raw data from secondary sources, particularly the Philippine Statistics Authority census.

            Lieberson’s Index of Population Diversity is where S is the sum of squares of the proportion of the community’s population affiliated with each ethnic grouping. The result varies from 0.00 when all people come from one ethnic group, to a value very close to 1.00 when everyone is a stranger to everyone else.

            Calculation is easier when all elements for a variable (mother tongue or ethnic affiliation) are all placed on the first column. The frequency counts for each element are placed on the corresponding second column. On the third column are the P values, which are individually obtained for each element by dividing each frequency with the total frequency. On the fourth column should be the square of P (P2). The total of squared P values is the S. Formula: LIPD = 1.00 – S.


            This section presents the results of the study following the research objectives of this paper.

1) Population Expansion of Cagayan de Oro

            Based on available data from the Philippines Statistics Authority (formerly National Statistics Office), the city of Cagayan de Oro has increment population from 1960 to 2010 (Figure 3). As previously mentioned, Cagayan de Oro became a city in June 15, 1950.  But it took her 1,660 years to raise its first 1,000 settlers (CDOC PDO).  To continue the presentation of CDOC PDO, it was only after 205 years when some 9,000 people were added. And this means that in 1873 the city, then known as Cagay-an, had its first 10,000 people.

            Actual Population: 1960 – 2010

            Cagayan de Oro has a consistent and continuous increase of five-decade (1960 to 2010) actual population counts of the city (see Fig 3).  The figures for these periods are consistent to the population situation of the whole country. Census data for 1960 suggest that Cagayan de Oro had contributed about one-third of one per cent (.30%) to the country’s total population of 27 million. With each passing decade, as Cagayan de Oro’s population increased in thousands, the country’s population increased in millions. Hence, by 2010, Cagayan de Oro contributed .65% to the Philippines’ population of 92 million. This is a tiny fraction of the country’s total population, but a considerable double figure increase for the city since 1960.

cdo actual pop 1970 - 2010.jpg

            Intercensal change to Actual Population: 1960 – 2010

            Highest intercensal population is evident during the periods of 1960 and 1980 (see Fig 4). The highest upsurge of the city’s population occurred from 1960 to 1970, an all-time high of 83.31%. This was followed by still high percent increase of 77% in the next decade (1970-1980).  This explosive growth of population may be a consequence of synergistic effects of combined high fertility, low mortality, and dynamic migration.  There may have been increased gap between births and deaths.  It may be worthwhile to note that the decade 1970 to 1980 was characterized by socio-political turmoil in the whole country due to martial law. It may have affected the movements of people from chaotic and unstable neighboring communities prompting in-migration to a promising Cagayan de Oro City.

cdo actual pop 1970 - 2010 Intercensal Change.jpg

            Though there appears to be a continuous increase in the city’s population in the successive decades, the increase appears to taper into about less than half in comparison to the increase in the earlier periods. On the whole, the city’s five-period intercensal increase in its population was higher than the Philippines’ figures (in red). It seems that in this part of the country, population soared higher during these particular decades.

            New Residents: 1995 – 2005

            There may be dearth of data to explain the upsurge of population in Cagayan de Oro City from 1960 to 1990. But, in the succeeding years, there appears to be a demographic variable found to be at play in the city’s population intercensal increase.  In the following decades, particularly 2000 and 2010, census data reveal data on the specific question “where were you five years ago?” Figure 4.1 shows the number of residents in Cagayan de Oro City who admitted that they just became residents of the city in 1995 and 2005. These in-migrants totaled to 24, 376 in 1995 and 33,334 in 2005.

            Of the migration data (Figure 4.1), it appears that there were more women than men who in-migrated to, and became residents of, the city from 1995 to 2005. Predominance of women in-migrants to the city continued through these years. A scenario exemplified over half intercensal increase of men and women migrants in 2005 from ten years before (in 1995). Men migrants constituted 50.65% intercensal increase to the population. Women migrants were recorded at 56.71%.

cdo HH pop not reidents 5yrs ago by sex 2000 and 2010.jpg

            Barangay Population: 1990 – 2000

            With in-migration to the city that brought about an increase to the population, new residents add up to the existing population at the barangay level.  In which barangays these new residents prefer to live is where they consider beneficial to them factoring in their daily budget for transportation towards their jobs and at the same time saves them time in commuting. Figure 4.2 depicts the population of selected urban barangays of Cagayan de Oro City in 1990 and 2000 census. These are the urban barangays with 800 and over population count.

CDO brangays pop 1980 to 2000 with arrows.jpg

            As depicted by the line graph (Fig 4.2), the 13 urban barangays with over 800 actual population counts can be grouped into two categories when it comes to population change. The two categories nearly have equal proportions of barangays. The areas that have decreasing population are Barangays 15, 32, 31, 25, 23, and 10. And, those that show increasing population are Barangays 26, 13, 17, 22, 18, 27, and 24. When plotted on the Cagayan de Oro City’s map, what is noticeable is the proximal distance of these highly populated barangays (of over 800 actual population count) to each other, all situated within the core of the city. In Figure 4.2.1, Barangay 18 is located between Magsaysay Street and Capistrano Street, Del Pilar Street, and the Marcos Bridge area. Evident also is the decreasing population of barangays close to Barangay 1 or the city center where the city hall is located. In contrast, population has been increasing for barangays where business and commerce expanded in the 1990s, specifically Corrales Extension and Recto Avenue.

CDO map3.jpg

            Figure 4.3 depicts the intercensal change of the highly populated barangays in Cagayan de Oro City. It is Barangay 24 that has the highest intercensal change, with almost two hundred per cent (184%) population increase from 1990 to 2000. Situated at the city’s core, this barangay is at the crossroads of Sergio Osmeña and Claro M. Recto streets, which leads to Limketkai Drive. Beyond this is the location of two of the earlier big malls in the city – Limketkai Mall and Gaisano City. Next to these malls, this decade saw the establishment of two gigantic malls – Centrio Ayala in 2012 and SM Downtown Primier in 2017.  Barangay 24 may have barely a thousand population count until 2010, however, should its intercensal per cent change continues in the next decade, it is highly probable that by 2020, this barangay’s population may double up.


            Barangay 32 has decreased intercensal percent change of -.40%. This area is mostly occupied by business establishment, near Oro Rama Department Store. As what Dr Sealza (2017) mentioned, there may be many people seen in the area on a daily basis, but these people are there only for business transactions. By nighttime, these people have already gone back to their residences, in another barangays.

            Occupied Housing Units in Barangays

            There are ten barangays in Cagayan de Oro City with over 300 occupied housing units by 2010 (Fig 5). Barangay 26 has the most increase of occupied housing units since 1990 (along Recto Avenue).There were only 366 housing units in 1990 that leaped to 542 in 2000. Barangay 13 also had only 221 occupied housing units in 1990, but shoot up to 492 by 2000. Barangay 18 had 463 occupied housing units in 2000 from its 254 in 1990. These data on occupied housing support the data on increased population count in the same barangays for the same census year 2000 (Fig 4.2).

            While these barangays had increased occupied housing units, Barangays 25 and 32 had decreased occupied housing units in the same year.  These are consistent with the data on decreased population count in the same barangays for the same census year 2000 (Fig 4.2). This appears to be a good indication that the number of people in these barangays has corresponding houses to stay.  The other barangays, though there is a leaning for increase or decrease, only manifested slight change.

cdo occupied housing units Intercensal Change.jpg

            With over a hundred per cent (123%) change, Barangay 13 has the highest intercensal change in occupied housing units. This is followed by Barangay 18 with 82% intercensal change. These two barangays both have increased population in 2000 (Fig 4.2).  These barangays also are near to each other, in the northwestern part of Cagayan de Oro City, just at the edge of the core part of the city, where zone 2 also starts. Noticeable is Barangay 15 which has almost no change in its occupied housing units in ten-year period.

            There is over a quarter (-27%) intercensal decrease on the occupied housing units of Barangay 25. This is followed by Barangay 32 with -23% intercensal decrease. These two barangays are opposite each other. Barangay 25 is at the northern part of the core city while Barangay 32 is at the southern part.

CDO brangays pop intercensal change 1980 to 2000.jpg

            Lieberson’s Index of Population Diversity

            For census 2000, there are forty-two (42) different mother tongue listed (Box 1).  Following the formula learned from class (Urban Sociology), the result of the calculated proportion is 0.9024, which gives a Lieberson’s result of 0.0976.

Lieberson's Index of PD CDo 1990 box1a

2) Physical Expansion of Cagayan de Oro

            Expansion of Built Areas, 1950s-2000s

            The physical expansion of Cagayan de Oro is captured in Landsat images for the period of 1953, 1973, 1992, 2002, and 2006 (Sabines and Guanzon 2007). The Landsat images below clearly present the growth of the city’s built area, particularly concrete roads, houses, and other structures as captured through satellite imaging (see Fig 6). Likewise, based on the same images it can readily be noticed that built areas were initially developed along the banks of Cagayan de Oro River as evidenced by the 1953 satellite image. Two decades later, the same trend can be noticed as the built area expanded along the river banks and close to the seashore of Macajalar Bay. Nineteen years later, expansion continued with the creation of more built areas along the river bank and Macajalar Bay. Starting in 2002, specifically, built areas increased and were added to the upper sections of the city, notably Upper Carmer and Lumbia. The same goes with regard to expansion of areas along the other side of the Cagayan de Oro river.

            The physical expansion of Cagayan de Oro as presented by the images taken for several periods is affirmed by one informant. A key informant who has studied the history of the city and who has also conducted archaeological excavations of its first settlement, the Huluga, described the expansion of Cagayan de Oro.

            Transferring the Settlement Downstream

            The first settlement named Huluga is located on the upper portion of the city, where the barangays of Lumbia, Taguanao, and the old CDO airport, are all located. This is believed to be the first settlement prior the arrival of three Recollect friars from Caraga. The Huluga site was excavated by the National Museum in 1970 and unearthed were human bones, pottery shreds, and other household implements, such as obsidian knife, that clearly reveal a settlement before the country’s Spanish period. The Archaeology department of the University of the Philippines, however, believes that Huluga is merely a temporary shed for the early inhabitants on their way downstream of the river to trade products. The clear information coming out of these perspectives is the presence of the early inhabitants in the site.

expansion maps.jpg

            The Recollect friars, it is said, came from Butuan and visited Huluga in order to convince Datu Salangsang, the leader of the settlement, to be converted from his animist practice to Catholicism. It did not take long for the friars to get Salangsang into their religion. The conversion was facilitated by the military skill of one friar who trained Salangsang and his men how to defend themselves from the Moro raiders of Kabungsuwan. Part of imparting military skill to Salangsang’s men is the fortification of the settlement.

            In order to fortify settlement safe from the raiders, it was transferred to the lower section, today the Gaston Park. Salangsang’s men with the help of the military-friar were able to fend off the Moro raiders, and from then on never returned to Huluga. The defeat of the Moto raiders is the reason why the settlement is first called Kagayhang or the place of shame for the Muslims.

            The Start of Development

            It did not take long for the new settlement to prosper beside the river. There could be inter-island trade, possibly facilitated by the huge river that comes across the city.  Archaeological artifacts on display at the Museo de Oro at Xavier University reveal the presence of Chinese and Vietnamese porcelain jars and powder cases.

            Beside the settlement was established the Catholic church, now the San Agustin Cathedral, the office of the alcalde mayor, and the plaza. The plaza complex, so popular among Spanish-established towns in the Philippines, also guided the initial development of the city. The area became also the residence of migrants coming from the Visayas and Luzon – and these were traders such as the Roa family and the educated town administrators, such as the Corrales and Velez families.  It was also during this time that the name Kagayhang was changed to Cagayan de Misamis, capital of Misamis Province until 1932. Later on, when it became a charter city in 1950, Oro was added to mean gold, as this mineral was panned out of the river before. Moreover, almost all places in the country with big rivers are named Cagayan, such as Cagayan in the north.

            The initial commercial area of Cagayan is Casa Real, present day Burgos. Casa Real was demolished in 1910 to give way to the town hall. Commerce transferred to what is now Divisoria from Burgos. Later on, Burgos became a residential area. While the old character of Burgos can still be felt today its current state is one of houses very near each other and most in dilapidated condition.

            Beside Divisoria or at the other end of Calle Real is the town market where the amphitheatre can also be found. The predecessor of this town market could be beside the river where the first settlement was. The town market was transferred to Cogon in the mid 1980s or during the time of Mayor Justiniano “Tinying” Borja whose family owned areas there. Borja donated part of his land for the market to be transferred in 1958 to Cogon. As the place name suggests, the area before the market’s transfer is filled with cogon grass. With the transfer of the market to Cogon, the amphitheatre was also demolished.

            Xavier University, a boy’s school at first, was first established by the Jesuits beside the plaza, or beside the girl’s school Lourdes College. But the Jesuits later transferred their school to its present location beside Divisoria for lack of space for expansion in the former location. Corrales Avenue, the present location of Xavier has so much land to offer before the Second World War. The area could not have been ideal for residence and business because it had a cemetery there before owned by the PIC or by the Aglipayan Church. Houses sprouted more along Corrales later in time with the evacuation there of residents from Camiguin Island following the eruption of Hibok-hibok in 1953. The development of Divisoria as an area for commerce also created other residential settlements, particularly Macasandig.

            During the time of Mayor Tirso Neri, whose family owned the land in Divisoria, the area was always burnt down to ashes. The good mayor decided to donate his family’s land, and built the center aisle to prevent fire from spreading to both sides of the street. Tirso Neri comes from the Spanish Neri of Cagayan de Oro and of different descent from the Muslim Neri who used to own a large part of the city. The Muslim Neri are relatives to the families of Rivera, Pelaez, Marfori, and Chavez.

            The area of present-day Lim ket Kai Mall, Capitol University, and Centrio Mall during this time had very few houses. The area also was inundated every high tide or when it rained hard. There were very few houses on this area until the establishment of some business outfits, which the biggest is Coca Cola Bottling Company. Houses there before stood on stilts, similar to the few residences in Barangays Puntod and Macabalan. It was also in the 1950s the port of Cagayan de Oro was established. The establishment of the port attracted more residents, particularly the laborers of paper mills that sprouted in Puntod-Macabalan together with the port.

CDO map zones.jpg

            It is interesting to look into the establishment of major commercial outfits currently present in Cagayan de Oro (Table 1). This validates the expansion of business and, likewise, the expansion of residential areas in a radial manner.

CDo establishments.jpg

            The case of Balulang

            Upper Carmen, specifically Masterson Avenue, where one can now find Xavier Heights, SM Shoemart, and other posh subdivisions such as Xavier Heights, Pueblo came later when the Jesuits bought the grazing lands owned by the families of  Chavez, Avancena, and Roa (based on interview with one pioneering family in Balulang by de la Peña, date of interview January 19, 2014 ). There were caretakers and some few settlers up to Balulang. These pioneering settlers cultivated coconut and earned from its copra as by-product. A certain member of the Roa family built a merchandise store on what is now the center of Balulang. In this store, the enterprising Roa engaged in retail with the settlers – by buying their copra and in turn exchanged it with household stuff. At this time, Balulang was filled with trees and coconuts and the cows raised by the settlers for the three wealthy families. Nowadays, the land of Balulang is filled with residential houses inside gated subdivisions, mostly for professionals. There is also a significant population of Muslim residents in the area and a mosque is established.

            When these lands were bought by the Jesuits in the 1980s where they established their College of Agriculture, SEARSOLIN and the Xavier Science Foundation, development followed them there. The area is now becoming a residential area for middle class families. The settlers were provided residential lands inside Xavier Heights Subdivisions but only after heated engagement and negotiation.

            After the 1990s real estate development also developed to cater to the demands of the informal settlers. It is interesting to note that first generation migrants who came as laborers gave way to educated children – the second generation settlers, who demanded for better communities.   Middle class housing was made available to them in areas such as Upper Carmen, at the outskirts of the city such as Opol.

            The case of Puntod

            Puntod is a barangay located at the rim of Cagayan de Oro River and Macajalar Bay. It is an offshoot of the population expansion of nearby Macabalan. The pioneering families, particularly Beja and Dacer, of Puntod came from Macabalan. Puntod is part of the 1980s NHA project RCDP with the World Bank. Many residents of Puntod are Bol-anon and Cebuano who came in as labourers of the many factories that sprouted within the area for the period of 1950s-1960s (interview with one pioneering family member of Puntod by de la Peña, dated 2014 March 5). In the 1970s, most sections of Puntod are with water, especially during high tide. Houses there were on stilts. These watery areas were reclaimed later on, and which gave way to concrete houses. Presently, only a tiny portion of Puntod have houses on stilts.

            The warehouses are still present in Puntod but, generally, it is a residential area for first generation settlers and pink-collar workers from rural areas who seek room for rent in the area. The renting out scheme could have also been facilitated by social networks. Homeowners and renters may have come from the same areas in the neighboring rural provinces.

            Informal settlers

            The case of Cagayan de Oro’s informal settlers is an interesting discussion to look into in-migration. These urban informal settlers came to the city for social opportunities but they initially start out their residence as squatters. There were informal settlers all over the area of Puntod-Macabalan because of the port and the opportunity to earn from its daily activities. The National Housing Authority (NHA) and the city government, with loan coming from the World Bank, engaged in the RCDP a project that started in 1984 to establish communities of people and to distribute lands to settlers. These were mostly migrants to the city who came in to partake of the economic opportunities. The same arrangement was made for the informal settlers of upper Carmen.

            The work of Ulack (1978) reveals that the oldest respondents have lived in the city as early as 1949. The Recto Avenue squatter settlement is the oldest in the city.

            The Coca Cola Bottling Company found on the Recto Avenue attracted settlement for the squatters. Other more established squatter areas as found in Macabalan, the Piaping Puti and Piaping Itum. Macabalan is where the container port is found. The other recently opened squatter area during Ulack’s interview is Lapaz beside the proposed, at that time, Agora market. Out of the 241 respondents of Ulack from three established squatter areas of Cagayan de Oro in the late 1970s, the highest number of them says they are engaged in labor jobs. The table below shows the labor number employed by the CDO port. It is most likely that this labor force have found settlement in the nearby squatter areas.

CDO unskilled labor force.jpg

            The expansion of business pursuits in the city was mentioned, albeit anecdotal, b the key informants and the secondary materials. During most part of the Spanish Period or until the American Period commerce was only engaged in the Calle Real, or the present day Burgos Street, beside the political center of the city. The business area expanded to include the watery sections of the city in the 1960s.

            The data on the city’s business and commerce are mostly recent and, therefore, the significant change per decade cannot be clearly gleaned. Currently, there are 22 industrial establishments, foreign and local, listed in the inventory prepared by the City Planning and Development Office. These industrial establishments are in the categories of agriculture, pharmaceutical, and electronics. While the data are recent, it is still evident that business is booming in the city as seen on the revenue data gained from manufacturing establishments.

CDO Business data - from Lilian 1.jpg

            This growth is seen also on the increasing number of banks and financial institutions (see Fig 5). From the categories indicated in the graph below only two types of financial institutions are dwindling, namely, the finance cooperatives and rural banks. Upsurge is evident on the number of pawnshops, micro finance institutions, and finance cooperatives.

Fig 7.1 Number of Banks and Financial Institutions.jpg

            The above data are corroborated by the increasing number of business permits issued from the year 2006 to 2010 (Fig 8). Greatest increase within this period is seen for 2009-2010. In the succeeding period of 2011-2015, the same trend of increasing number of approved permits can be seen from the data.

List of Business Permits Issued by Type Cagayan de Oro City

Fig 8 List of Business Permits Issued by Type Cagayan de Oro City 2006 to 2010.jpg

Fig 8.1 Number of Business Registrations Cagayan de Oro City 2011 - 2015.jpg

            The highest number of business permits issued by the city is under the business category of wholesale and retail trade, followed by community, social and personal services. In the latter category, it is evident that entrepreneurial pursuits are significantly carried out in the city. Mining and quarrying have the lowest number.


            The history of Cagayan de Oro, including the recent past, points out to development and progress. The “city of golden friendship” which Cagayan de Oro is known for, together with another popular description “the gateway to Mindanao” projects an image of economic growth and prosperity. Indeed, in its regional context, Cagayan de Oro appears to be the most modern, that is gauged by its number of shopping malls and entertainment, in relation to another urbanized city, Iligan and other cities, such as, Ozamis, Tangub, El Salvador, Malaybalay, and Valencia. This seeming progress, however, is hosted by numerous factors, both spatial and temporal, that contribute to what the city is now.

            In this paper, the landscape of Cagayan de Oro is examined using various data on population and physical expansion. Both sets of data are important in analyzing the unique character of the city. Burgess’s model of city expansion is used. The data gathered for this paper reveal similarities to what Burgess found out in the West.

            Based on the historical account of Madigan (1995) the city of Cagayan de Oro started out a settlement along the riverbank of the Cagayan River. This settlement is a resettlement site, actually, of a community of Higaunon who inhabit Macahambus Cave, located on the upper Western portion of the city. Constant raid from the Moro and advice from a Recollect to move downstream to better protect themselves from piratical attacks moved the community to relocate. The first settlement downstream is beside the current location of Gaston Park and the Saint Augustine Cathedral.

            Spanish colonization changed the landscape into a plaza complex, and herein followed the establishment of sections categorized into commercial, political, residential for the upper class and another residential area for the lower class. From then on, the population of Cagayan de Oro has been increasing together with progress in business and commerce. The labor requirement of a city that is dependent on the service sector has resulted in the increase of population, most probably in-migrants from neighboring areas. However, the Lieberson Index of Population Diversity for Cagayan de Oro’s 2000 census data on ethnicity reveals a result of 0.0976. The result is lower than 1.0 and nearer to 0, and which indicates that Cagayan de Oro’s population is less diverse. This is congruent to the analysis of Costello and others (1982) of major cities in the country. Costello and others analyze a less ethnic diverse population because of the unique cultural migration trait of the Filipinos to migrate as a family, or to have a chain of migration coming from the same areas. It is common, for instance, to have communities in urban areas named “Little Bohol,” Little Cebu,” or “New Bohol” signifying the dominance of these ethnic groups in particular areas.

            The phenomenon of less ethnic diversity, however, in urban areas such as Cagayan de Oro does not downplay the increase in its population. Based on census data, the city has increment population from 1960 to 2010. Before this period, population increase was staggered and slow, but there was increase nevertheless. However, intercensal population is evident during the periods of 1960 and 1980. The highest upsurge of the city’s population occurred from 1960 to 1970, an all-time high of 83.31%. This was followed by still high percent increase of 77% in the next decade (1970-1980). The population of women has grown more than men during the same period. These data appear to be in consonance to what Todaro explained about predominance of women migrants from rural to urban areas. And, a bigger fraction of these women migrants to the urban areas usually join the informal sector (Todaro and Smith 2012), having lower competitiveness in terms of education and skills required for by the formal sector. Despite lesser opportunities that await in-migrants from rural areas in the city, men and women, nevertheless, opt to be in the city for better wages in comparison to what their area of origin could offer. There is also the presence of recreation areas in the city that rural areas lack, which pose attraction that beckons young men and women of adventurous nature.

            Business appears to grow also during the period of 1960-1980. The data gathered from several sources on the year of establishment of major business outfits in Cagayan de Oro reveal the building of major shopping malls during the same time, particularly Oro Rama in 1969, as well as the container port in Macabalan in 1971, the multinational company Nestle in Tablon in 1983. These major business outfits did not only contribute to the increase of revenue but also to the entry of laborers. The number of unskilled laborers for the container port within the decade of 1970-1980 reveals highest number in the initial years of the 1970s. The entry of laborers also required the expansion of built areas to give way to residential structures, may it be on middle class residential areas of slums and squatters.

            The lands at images over the years (Sabines and Guanzon 2007) present succinctly the growth of built areas in Cagayan de Oro. Specifically, the growth reveals expansion in a radial manner as observed by Burgess in the West. Interviews with a key informant from Balulang reveal the growth of this community from real estate development. What used to be a timberland and grazed by the cows of three prominent families is now a hub for middle class housing units. The development of Puntod is a little different. While conversion took the form of reclamation, Puntod took in labourers from the paper milling factories and other factories that opened there together with the development and enlargement of the container port in 1971. The population within Puntod-Macabalan area significantly increased during this time that a World Bank project in the 1980s was initiated to formally house the laborers and in-migrants.

            Ulack (1975) examined the biggest squatter areas in the city and found out their close proximity to major business outfits. Particularly, the squatter area along Recto Avenue in Barangay 22 grew to house the laborers of the Coca Cola Bottling Company located on the same street. Recent data gathered on the business and trade of the city reveals continuous growth. The population is still growing but the highest intercensal increase is seen for the period of 1960-1970. This period also saw the growth of squatter areas in the city as revealed by Ulack.

            The outward physical expansion of Cagayan de Oro is evident with the establishment of residential areas on the outskirts of the city. The upper section of Balulang and Lumbia are now filled with subdivisions, and so are areas on the other side if the city, particularly Iponan. These are commuter’s zone or the fifth zone in Burgess model. It would take a commuter almost one hour to reach this zone coming from the loop or the first zone following the same model of Burgess. The middle zones are occupied with business districts and squatter areas intermeshed in a web of economic relations. The nature of business in this zone is changing. Coca Cola Bottling started out at the heart of the city but now has transferred to Villanueva. What remains of the business zone now are shopping malls and groceries, shops, and hotels and restaurants.

            The residential areas beside the first zone of the Loop have given way to these commercial outfits. Barangays closest to the city center where the city hall is located all have decreasing number of population and housing units, as revealed by census data. It is evident that these areas have been fully converted to business and commerce and with a decreased number of night-time population.

            Based on the data gathered and consequent analysis made, the two hypotheses forwarded in this paper hold ground. Indeed, population increase is evident on the census together with the establishment of significant and large scale business and commerce in the city. Both phenomena results in the physical expansion of the city, specifically a radial expansion outward. The tidal zone along Puntod-Macabalan has been reclaimed to give way to housing units and the timberland of Balulang and Lumbia, as well, for middle class subdivisions. The same is true for the agricultural lands of Iponan which is similarly filled with housing units. These housing units were built for the labour force that fuels Cagayan de Oro’s modernization and urbanization.


Babbie, Earl.  2001.  The Practice of Social Research, 9thed.  California, USA: Wadsworth/ Thompson Learning.

Burgess, Ernest W. 1925. “The Growth of the City: An Introduction to a Research Project.” Pp 47-62 in The City, edited by M. Janowitz. USA: The University of Chicago Press.

Costello, Michael A, Federico V Magdalena, and Isaias S Sealza. 1982. “Community Modernization, In-migration and Ethnic Diversification: The Philippines, 1970-1975.” Philippine Sociological Review 30:3-14.

Lieberson, Stanley. 1969. “Measuring Population Diversity.” American Sociological Review, 34: 850-862.

Madigan SJ, Francis. 1995. The Early History of Cagayan de Oro. The Local Historical Sources of Northern Mindanao, edited by FR Detmetrio, SJ, pp.1-38. Cagayan de Oro City, Xavier University.

Philippine, Republic of the. Various census and data sets. Philippine Statistics Authority Census Compilation.

Poston, Dudley L. 2006.Migration. In Turner, Bryan S. (ed) The Cambridge Dictionary of Sociology. New York, USA: Cambridge University Press.

Sabines, Mark Alexis and Yvette B Guanzon. 2007.  A look at Cagayan de Oro: Past, Present, and Future. Southeast Asian-German Summer School on Urbanization.Powerpoint material accessed at on 24 November 2014.

Todaro, Michael P and Stephen C Smith. 2012. Urbanization and Rural-Urban Migration: Theory and Policy. Economic Development, 11th ed. USA: Addison-Wesley.

Ulack, Richard. 1978. “Role of Urban Squatter Settlements.” Annals of the Association of American Geographers, 68(4):535-550.

Ulack. Richard, MA Costello, M Palabica – Costello. 1985. “Circulation in the Philippines” Geographical Review 75(4): 439-450.

Wirth, Louis. 1938. Urbanism as a Way of Life. The American Journal of Sociology 44(1):1-24.

Appendix A. Interview Guide for Key Informant

Interviewers introduce themselves

Introduce the objectives of the interview

Present ethical consideration followed

Secure permission of the respondent

  1. Do you have a favorite story of Cagayan de Oro?
  2. How is this story related to the development of the city?
  3. Can you tell us about the initial settlements of the city?
  4. When was the first settlement established?
  5. Who are the pioneering families?
  6. Are these families still here in the city?
  7. When did the city start to grow economically?
  8. What is the direction of its growth?
  9. Did this economic development attract in-migrants?
  10. Presently, the city has a huge population what could be the most significant factor of this development?
  11. What are the social problems developed out if this growth?

Interviewers thanking the respondent.

Appendix A. Checklist for Observation

Zone I

  • Business establishments
  • Government offices
  • Parks
  • Churches
  • Tall buildings
  • High density

Zone II

  • Deteriorated housing
  • Abandoned buildings
  • Slums

Zone III

  • Boarding houses
  • Warehouses
  • Single houses tenements

Zone IV

  • Single family homes
  • Garages /yards
  • Warehouses
  • Garden

Zone V

  • Large houses
  • Large gardens
  • Open spaces
  • Less density
  • Car parks

*This piece of work is a research output from collaborative efforts of  teammates Mary Ann  F Daclan, Lilian C de la Peña, Ordem K Maglente and Mary Anne M Polestina in Urban Sociology course (Summer 2017, PhD Program, XU-ADCU, CDO under Dr. IS Sealza) 

Economic and Population Growth: Their Association with Total Carbon Emissions

The Costs of Many 

Economic and Population Growth: Their Association with Total Carbon Emissions

Author: Mary Ann F Daclan, Mindanao State University at Marawi, PH


“The earth will not continue to offer its harvest, except with faithful stewardship. We cannot say we love the land and then take steps to destroy it for use by future generations.” 

― Pope John Paul II

Carbon emission has become a worldwide concern tagged along the phenomenon of climate change. The latter has turned into a byword as concepts El Niño, La Niña and the like came afloat when experiential devastations beset countless people in various parts of the world. For the Intergovernmental Panel on Climate Change (2007), climate change refers to any change in climate over time, whether due to natural variability or as a result of human activity.

The Population Reference Bureau (2007) reported that in the environment, “carbon dioxide emissions have grown dramatically in the past century because of human activity. These emissions are a key contributor to climate change that is expected to produce rising temperatures, lead to more extreme weather patterns, facilitate the spread of infectious diseases, and put more stress on the environment.”

Intergovernmental Panel on Climate Change (2014) highlighted that carbon emissions have increased since the pre-industrial era, driven largely by economic and population growth. This has led to atmospheric concentrations of carbon dioxide, methane and nitrous oxide that are unprecedented in at least the last 800,000 years (IPCC 2014). Their effects, together with those of other anthropogenic drivers, have been detected throughout the climate system and are extremely likely to have been the dominant cause of the observed warming since the mid-20th century (IPCC 2014). Total anthropogenic GHG emissions have continued to increase over 1970 to 2010 with larger absolute increases between 2000 and 2010, despite a growing number of climate change mitigation policies (IPCC 2014).

There are both natural and human sources of carbon dioxide emissions. Natural sources include decomposition, ocean release and respiration. Human sources come from activities like cement production, deforestation as well as the burning of fossil fuels like coal, oil and natural gas (WYI 2016). Continuous rise of carbon emission to the atmosphere threatens the world’s stability primarily affecting all life forms: human beings, plants and animals.


This paper intends to find out whether the extent of carbon emissions is associated with population and economic growths. Specifically, it seeks to address the following:

  1. To describe the economic growth of different countries.
  2. To describe population growth of the different countries.
  3. To determine the level of carbon emissions in different countries.
  4. To assess possible significant association of economic and population growths with level of carbon emissions.
  5. To test the difference between three-grouped of economic and population growth on total carbon emissions.
  6. To know the possibility of attaining zero carbon emission.



The following hypotheses tested were:

Ho1: There is no association between economic growth and level of carbon emissions.

Ho2: There is no association between population growth and level of carbon emissions.

Ho3: There is no difference between three-grouped of economic growth on total carbon emissions.

Ho4: There is no difference between three-grouped of population growth on total carbon emissions.

Significance of the Study

The world is beset with countless challenges that have to be confronted head on by particular countries most affected with or unanimously by alliances of countries concerned. These challenges are in a mixture of chronic societal ills in universal scope and magnitude since time immemorial and contemporary problems that just surfaced about a decade or two. Carbon emissions belong to the latter, for although these have been in existence a long time (as per World Bank records) they have not troubled the world as they recently do. They just surfaced along with the contemporary problem called climate change.

Countries of the world forged alliances, like the Paris Treaty, to particularly address climate change that includes carbon emissions.  This particular study comes timely as knowledge about carbon emissions as may be associated with population and economic growths may render better understanding about this social phenomenon.

Limitations of the Study

The study includes only 187 out of 210 countries for lack of data on gross national income for year 2013 of thirty-three countries, and on carbon emissions of twelve countries. Moreover, countries with less than one million metric ton total carbon emissions were not included. Hence, the results of the computations can only describe the 187 countries.

The paper focused only on year 2013 based on the latest available data on carbon emissions. The other two variables – population and economic growths – may have 2016 data, but for consistency purposes with carbon emissions, only the 2013 data are used.

Definition of Terms

The following terms, which pose technicalities, are hereby defined for easy reference in the foregoing discussions:

Carbon Dioxide Emissions (CO2). These are the total values from burning oil, coal and gas for energy use, burning wood and waste materials, and from industrial processes such as cement production. The carbon dioxide emissions of a country are only an indicator of one greenhouse gas that affects the Earth’s radiative balance. It is the reference gas against which other greenhouse gases are measured, thus having a Global Warming Potential of 1. CO2 are measured in metric tons per capita (PRB 2016; WB 2017). The data for this variable were culled out from the 2016 Population Data Sheet that featured the 2013 GNI (PRB 2016).

Gross National Income (GNI). This is used to measure the economic growth of a country. It refers to per capita based on purchasing power parity (PPP). PPP GNI is gross national income (GNI) converted to international dollars using purchasing power parity rates (WB 2017). An international dollar has the same purchasing power over GNI as a U.S. dollar has in the United States. GNI is the sum of value added by all resident producers plus any product taxes (less subsidies) not included in the valuation of output plus net receipts of primary income (compensation of employees and property income) from abroad. Data are in current international dollars (WB 2017). The data for this variable were culled out from the 2014 Population Data Sheet that featured the 2013 GNI (PRB 2013).

Population Growth. This refers to the estimated population count of the countries included in the study in Population Data Sheet for year 2013 (PRB 2013). The data for this variable were culled out from the 2013 Population Data Sheet that featured the 2013 population count (PRB 2013). Data on population count are measured in millions.


This section describes the research design, locale inclusion for the analysis, methods of data collection, and statistical tools used with the corresponding formulas and procedures used in the calculations of the economic and population growth with total carbon emissions.

Research Design

This paper used the descriptive-comparative design. It describes significant demographic attributes such as population and economic growths and carbon emissions among countries classified as least developed (low-income), less developed (lower and upper middle-income) and more developed (high-income).


For lack of data on carbon emissions at the local level in the Philippines, including the Mindanao regions, this paper levelled up to involve countries classified by World Bank as least developed, less developed, and more developed. These categories were specifically differentiated using gross national income: low-income, lower middle-income, upper middle-income, and high-income (Table 1).

carbon emissions fig1

There are 187 out of 211 countries with corresponding data on carbon emissions in 2013, gross national income for economic growth, and population count for population growth variables included in this exercise.

Categorization of Countries

The Population Reference Bureau (2016) Data Sheet lists all geopolitical entities with populations of 150,000 or more and all members of the UN. These include sovereign states, dependencies, overseas departments, and some territories whose status or boundaries may be undetermined or in dispute. More developed regions, following the UN classification, comprise all of Europe and North America, plus Australia, Japan, and New Zealand. All other regions and countries are classified as less developed. The least developed countries consist of 48 countries with especially low incomes, high economic vulnerability, and poor human development indicators; 34 of these countries are in sub-Saharan Africa, 13 in Asia, and one in the Caribbean (Appendix A).

Sub-Saharan Africa includes all countries of Africa except the northern African countries of Algeria, Egypt, Libya, Morocco, Sudan, Tunisia, and Western Sahara. World and regional totals pertain to regional population totals that are independently rounded and include small countries or areas not shown. Regional and world rates and percentages are weighted averages of countries for which data are available. Regional averages are shown when data or estimates are available for at least three-quarters of the region’s population.

Countries Included

The final list of countries included those with complete available data for the three variables, and which carbon emissions’ data does not fall below 1 million metric tons. The countries that lacked were removed from the rows for encoding. Hence, from 210 countries, only 187 are included.

carbon emissions fig2


Methods of Data Collection

This paper primarily used data mining to obtain data on carbon emission, gross national income and population growth from World Bank and Population Reference Bureau’s 2013, 2014 and 2016 Population Data Sheets. The latest available data (year 2013) for carbon emission is in 2016 Population Data Sheet. To have a uniform data for the same year 2013, the population count used is from 2013 Population Data Sheet. While the gross national income data come from 2014 Population Data Sheet. Hence, all three variables are for year 2013.

The data culled from the Population Reference Bureau were copied and encoded in the spreadsheets of Microsoft Excel version 2010. This allowed manageable editing and sorting while in SPSS software, each variable was specifically defined in the variable view mode. When the data were already sorted according to countries, they were copied and pasted on the data view of the SPSS version 17 software. Using the class notes, the steps were followed in the computations using various statistical tools.

Statistical Tools Used for Analysis

The data culled were encoded in Microsoft Excel to weed out those that have no entries. Final entries were copied and pasted on the data view of statistical software SPSS version 17. Class notes on the procedures were used as guide in the computations.

The unit of analysis for this paper is country for which three variables are particularly focused, namely: economic growth, population growth, and carbon emissions. Based on the continuous and categorical data, the statistical tools applied in computations include: frequency and percentages; measures of central tendencies, particularly mean and median and Pearson correlations. The strength of correlation value is based on this guide (Class Notes 2016). The categorical data come from the recodes in SPSS of the continuous variables, for the purposes of having more extensive data analysis of the variables involved.

One-Way Analysis of Variance (ANOVA). This was done on the three-grouped independent variables economic and population growth as factors against the dependent variable total carbon emissions. If a significant difference among the grouped income and population would result, a posthoc (a posteriori) test would be done using the Tukey test to determine which among the three groups has the most contribution on total carbon emissions. SPSS would put a asterisk ( * ) on the significant differences and would show which group was significantly different to the other two groups (Garth 2008).

The procedure included choosing the following options while in SPSS: Analyze, Compare means, One-way ANOVA, Enter dependent variables on Dependent List Box, Enter independent variable on Factor List, Options: set confidence interval at 95%, Continue, and Ok. And to proceed to pot-hoc test, choose post-hoc, Tukey, set Significance level AT 0.05, and ok.

Correlation. The primary purpose of correlation analysis here is to measure the strength of relationship between the independent variables, economic growth and population growth, with the dependent variable, carbon emissions. The coefficient of linear correlation, r, is the measure of the strength of linear relationship between pairings of these included variables. This strength of relationship is determined by the amount of effect any change in one variable has on the other (Babbie 2001).

The linear correlation coefficient, r, will always have a value somewhere between -1 and +1.  Positive (+1) is the measure of perfect positive correlation while negative (-1) is the measure of perfect negative correlation. Correlation will be considered high when it is close to +1 or close to -1 and low when it is close to zero.

carbon emissions fig3


Dataset Used. The dataset used for the statistical computations is:

[DataSet1] d:\ANNfiles\Ann_SI\PhD\FS2016 Soc461 Data Mgt & Processing in Soc Research ALOVERA\data for final exercise carbon emissions.sav

Frequency and Percentage Distribution. These were used to describe the categorical data from grouped values of population counts, gross national incomes, and total carbon emissions.

Median. This is a measure of central tendency, the middle number when pieces of data are ranked in order according to size.

carbon emissions fig4

Recoding. To transform continuous variables into categorical, recoding was done using SPSS. The gross national income was recoded into three groups: countries with less than $1,035 GNI per capita are classified as low-income countries, those with between $1,036 and $4,085 as lower middle income countries, those with between $4,086 and $12,615 as upper middle income countries, and those with incomes of more than $12,615 as high-income countries (UN 2014). GNI per capita in dollar terms is estimated using the World Bank Atlas method.

Standard Deviation.  It is a measure of the unpredictability of a random variable, expressed as the average deviation of a set of data from its mean and computed as the positive square root of the variance. It is considered the most useful and important measure of dispersion which has all the essential properties of the variance plus the advantage of being determined in the same units as those of the original data. In this study is centered on finding out the relationship between two variable, it is simply mean to include this statistical tool in the analysis of data.

The standard of deviation of a population is:

Ƿ = sqrt{ ƿ2} = sqrt {∑ ( Xi – µ)2 /N }


Ƿ = population standard deviation

Ƿ2 = population variance

µ = population mean

Xi = ith element from the population

N = number of the elements in the population.


Weighted Mean. This is a measure of central tendency.  This was used to describe the centrality of responses of the respondents on the continuous data for population counts, gross national incomes, and total carbon emissions. The expected value is denoted by using one of the following equations:


Population mean = µ = ∑X / N   OR    Sample mean = x = ∑x / n


∑X = sum of all the population observations,

N = number of population observations,

Procedure in the Ranking of the weighted mean include: (1) To rank in terms of weighted mean, place 1st rank to the highest weighted mean, then 2nd rank to the next highest weighted mean and so on. (2) In case of a tie, get the average corresponds to their rank. For example, the two observations tie at 2nd and 3rd rank, so their average rank is: 2 + 3 / 2 = 2.5. Thus, the two observations have an equal rank of 2.5th.


This section presents and discusses the findings of the paper in accordance to the objectives of this exercise: differential economic growth among countries; population growth; the level of total carbon emissions; associations of economic and population growths with level of carbon emissions; and, the possibility to attain zero carbon emission.

Differential Economic Growth

The United Nations (2014) Data Sheet lists all geopolitical entities with populations of 150,000 or more and all members of the UN. These include sovereign states, dependencies, overseas departments, and some territories whose status or boundaries may be undetermined or in dispute. More developed regions, with high income, following the UN classification (Appendix A), comprise all of Europe and North America, plus Australia, Japan, and New Zealand.

Other regions and countries classified as less developed in relation to more developed countries are comprised of upper and lower middle income countries. The least developed countries consist of 48 countries with especially low incomes, high economic vulnerability, and poor human development indicators; 34 of these countries are in sub-Saharan Africa, 13 in Asia, and one in the Caribbean. Sub-Saharan Africa includes all countries of Africa except the northern African countries of Algeria, Egypt, Libya, Morocco, Sudan, Tunisia, and Western Sahara (PRB 2016).

carbon emissions fig5

By United Nations’ income specification, the 187 countries included in this exercise are dominated by high-income (83) countries with over 12,615 gross national income. This is followed by the upper middle-income (56) countries, which the Philippines belong, having 7,820 gross national income in 2013 (Table 1). The Philippines need to almost double such gross national income to level up to the high-income category.

The income classification’s advantages over the older “three worlds” system revolve around the focus on economic development and the depiction of the relative economic development of various countries that does not group together all less developed nations into a single “Third World” (Macionis 2012). There is also specific differentiation of middle income countries into upper and lower income, giving due consideration to the wide range of the middle income from 1,036 to 12,615. This is an objective and forthright classification based on an easily measurable variable.

Countries where Industrial Revolution first took place more than two centuries ago have gone extremely farther ahead in economic arena compared to the fledgling ones. Formidable years have seen these countries with productivity increase more than a hundredfold. The power of industrial and computer technology makes a small centuries-old country as economically productive as a whole continent (Macionis 2012). The culture lag in countries still largely in agricultural setting renders them at the poor extreme of the income spectrum.

Table 2. The Countries’ Gross National Income Per Capita, 2013 (US Dollars)
Minimum Maximum Mean Median Std. Deviation
GNI 2013 600 123,860 17,261 10,850 19,537
N 125

Table 2 shows the wide economic gap between countries. The minimum gross national income of poorer countries (600) is more than a thousand-fold to that of richer countries (123,860). A huge amount (SD = 19,537) separates a country’s gross national income from the mean (x=17,261). The average gross national income tends to be higher owing to the few countries with extremely higher amounts. The median income (10,850) of these 187 countries fell farther from the mean, lower by over six thousand dollars. This means that half of the countries (93 to 94) have gross national income below 10,850.

The six countries at the bottom of the chronology of gross national income, below a thousand dollars, are from Africa: Central African Republic, Democratic Republic of Congo, Malawi, Liberia, Burundi, and Niger (Appendix A). While high-income countries are dominated by American and European countries, the topmost two countries with over a hundred dollars gross national income are from Asia: Macao and Qatar (Appendix A).


Differential Population Growth

Figure 3 depicts the distribution of population in different countries in 2013. While the graph for gross national income (Figure 2) has higher columns to the right side, indicating higher incomes, the graph below (Figure 3) has lower column to the right side. However, it is not what it seems, for the value of the few countries (18 of 187) is high (as high as billions) the cumulative total population is a whooping billions-fold bigger (Table 3). The larger group with (82 of 187) countries that have lesser number of people (less than 5 million) have a meager cumulative population of only 130 million.

Geographically small countries have the smallest population count. Tuvalu has only 10,000 population followed by Palau with 20 thousand and San Marino with 30 thousand. Tuvalu is located in the Pacific Ocean, north east of Australia (CIA World Factbook 2017). Palau is an archipelago of over 500 islands, part of the Micronesia region in the western Pacific Ocean. And, San Marino, also known as the Most Serene Republic of San Marino, claim to be the oldest surviving sovereign state in the world (CIA World Factbook 2017).

The ten most populous countries of the world are Japan, Russia, Bangladesh, Nigeria, Pakistan, Brazil, Indonesia, United States, India, and China (PRB 2013). Consistently, the topmost two countries with over one billion people are in Asia – India and China. The over 96 million population placed Philippines at rank 12th amongst all countries.

carbon emissions fig6


carbon emissions fig9g.jpg


There is a wide gap between populous and less populated countries with a standard deviation of over 140 million from the mean of over 37 million (Table 4). The pull of populous countries on their extremely sparsely populated counterparts separates the mean from the median by about 30 million. The minimum number of people is in the 10-thousand populated Tuvalu while the maximum number of people can be found in 1.3 billion populated China. Despite China’s one-child policy for over 40 years already, because of its huge land area, it remained to be highly populated.

carbon emissions fig9h.jpg


Differential Level of Total Carbon Emissions

     Amid the world’s hullaballoo about climate change and how mitigation should be done through reduction of total carbon emissions by countries under the Paris Treaty, are the very few countries (16 of 187) with over a hundred million metric tons of total carbon emissions (Figure 3). These are only 16 countries, but their contribution to total carbon emissions is tremendously a high 2 billion (Table 5). While the 115 countries with less than 10 million total carbon emissions have only given off a total carbon emissions of 230 million (Table 5). Not even three percent (2.4%) of what the 16 countries have emitted.

The same could be said of the 56 countries with considerably moderate contributions of 10 to 100 million metric tons of total carbon emissions (Figure 3). Their contributions to total carbon emissions are even less than a quarter (21.9%) of what the 16 countries have emitted. The Philippines is one of these moderately contributing countries with 26.8 million metric tons of total carbon emissions. The Philippines is side by side with Nigeria, Kuwait and Czech Republic having similar range of total carbon emissions at 26 million metric tons (Appendix B).

carbon emissions fig7.jpg


The high-emitting countries have contributed three-fourths (75.6%) of the total carbon emissions. The top two countries with very high carbon emissions are the United States with 1.4 billion and China with 3 billion total carbon emissions (Appendix B).

carbon emissions fig9c.jpg

Countries with barely 50 thousand total carbon emissions are Kiribati, Marshall Islands, Vanuatu, Sao Tome and Principe, Dominica, Federated States of Micronesia, and Comoros (Appendix B). The minimum total carbon emissions of 17 thousand only (Table 6) is from Kiribati, an independent republic located in the central Pacific Ocean, about 4,000 km (about 2,500 mi) southwest of Hawaii (Kurain 2007). The Marshall Islands, with only 28 thousand total carbon emissions, are a sprawling chain of volcanic islands and coral atolls in the central Pacific Ocean, between Hawaii and the Philippines (Kurain 2007).


carbon emissions fig9i.jpg

There is a wide gap among countries’ total level of carbon emissions. The high-emission countries pull up the values and render the average at 50.6 million metric tons, about 46 million away from the median, which is only 3.7 million. Hence, countries are far apart from the mean by 235 thousand (Table 6).

Association between Economic and Population Growth

with Level of Carbon Emissions

This section presents and analyses computed data using correlation to address the fourth objective.

Table 7 shows the results of correlations of the variables economic and population growth with total carbon emissions. Literature suggests (IPCC 2014) that total carbon emissions are brought about by population and economic growth. However, in this particular study, there appears to be no association between economic growth, through gross national income, and total carbon emissions (r = .070, n = 187 p = .343) for year 2013 data.

When examined thoroughly, the listing (Appendix B) shows inconsistency of countries with high gross national income and high total carbon emissions. Not one of the topmost nine countries with highest gross national income is included as highest in total carbon emissions.  It is possible that the high-income countries do not correspondingly contribute high total carbon emissions for their sophisticated measures at mitigation. For instance, being on top in total carbon emissions among the Southeast Asian countries in the 1980s to 1990s, Singapore’s carbon emissions have considerably decreased in 2000 onwards; possibly may be the effects of Singapore’s implementing mitigation measures in the country’s key sectors (NCCS 2016).

carbon emissions fig9b.jpg

It is totally a different story for population and total carbon emissions as there appears to be a high and positive association between the countries’ population and total carbon emissions (r = .799, n = 187 p = .000) for year 2013 data. This may entail that as population may increase, total carbon emissions may also rise. It could be that when there are more people, there is possibility for more extractions from the environment, like overconsumption of trees, may increase carbon emission. Increased population may entail expansion that requires more resources extracted from the environment.

Difference between Grouped Economic and Population Growth

on Level of Total Carbon Emissions

This section presents and analyses results of computed data of the grouped independent variables against the dependent variable total carbon emissions.

The results on Table 8 shows no significant difference among grouped countries’ gross national income to total carbon emissions (F (3,183) = .709, p = .548). This is consistent with the correlation results above. It may be that when there’s no association between the tested variables, there may also be no difference. It may be that whatever is the income state of countries, whether low-income or high-income, each has somehow contributed to the total carbon emissions. The high-income countries may also have crafted mitigation policies to reduce total carbon emissions amid highly technological processes that increase income, as in the case of Singapore (NCCS 2016).

carbon emissions fig9a.jpg

The results on Table 9 shows significant difference among grouped countries’ population to total carbon emissions (F (2,184) = 22.726, p = .000). Notably, this result somehow support the positive correlation of population and total carbon emissions in correlated variables.

carbon emissions fig9.jpg

There is a significant difference (0.000) among the three groups of countries’ populations. So it is appropriate to proceed to a posthoc (a posteriori) test, using the Tukey test to find out which of the three groups has the most contribution to total carbon emissions. The results show that the group of countries with over 75 million population 3 was significantly different to the other two groups of lower population counts.

carbon emissions fig8.jpg

Possibility to Attain Zero Carbon Emission

In 2008, four countries Iceland, New Zealand, Norway and Costa Rica were competing to be the first of the world’s 195 nations to go entirely carbon neutral (Lean and Ray 2008). The four countries formally signed up to go zero carbon, joining the Climate Neutral Network launched at the annual meeting of the Governing Council of the United Nations Environment Programme.

The Goal to Attain Carbon Neutral

All the main contenders get much of their energy from renewable sources. Iceland has gone the furthest, already achieving almost complete carbon neutrality in heating buildings and in electricity generation using geothermal energy that heats much of the rest of the country (Lean and Ray 2008).

New Zealand aimed to generate 90 per cent of its energy from renewable sources by 2025, and to halve its transport emissions per head by 2040. But the country has a particular problem with agriculture, which accounts for half its emissions of greenhouse gases.

Norway has set an even more ambitious target, aiming for carbon neutrality by 2030, despite being the world’s third largest oil exporter. It already gets 95 per cent of its electricity from hydroelectric power, and heavily taxes cars and fuel: a 4×4 costs four times as much as in the United States (Lean and Ray 2008).

Costa Rica plans to reach its goal by 2021. It has just released a plan of action, which relies heavily on planting trees to soak up emissions. Last year it planted five million of them, a world record, and the banana industry – the country’s largest exporter – has promised to go carbon neutral. However, its number of cars has increased more than five-fold in the past 20 years and its air traffic more than seven-fold in just six, making its task far harder (Lean and Ray 2008).

The Dark Horse in Attaining Zero Carbon  

The only country in the world to make such a switch and now as of 2016 is the world’s first country to become carbon negative is Bhutan (Protano-Goodwin 2016), a country often overlooked by the international community (Mellino 2016). This small nation lies deep within the Himalayas between China and India, two of the most populated countries in the world. But the country of about 750,000 people has set some impressive environmental benchmarks (Mellino 2016).

Bhutan’s massive tree cover, 72% of the country is still forested, which made it a carbon sink. Being a carbon sink means that Bhutan absorbs over 6 million tons of carbon annually while only producing 1.5 million tons.

How did Bhutan become carbon negative? It is noteworthy that Bhutan has long based their political decisions on a Gross National Happiness (GNH) index, abandoning economic growth as their compass (Mellino 2016). Environment as a central component in human happiness catapulted environmental protection as top priority in Bhutan’s political agenda. A promise made back in 2009 to remain carbon neutral in the days ahead picked up speed from there. Bhutan banned export logging, amended the constitution to include that forested areas would not drop below 60%, and utilized free hydroelectric power generated by many rivers over environmentally devastating fossil fuels.

carbon emissions fig9dOther creative environmental initiatives include a partnership with Nissan to provide the country with electrical cars (Protano-Goodwin 2016). The government has also started providing rural farmers with free electricity in order to lessen their dependence on wood stoves for cooking. More trees have been planted by volunteers who set a world record by planting 49,672 trees in just an hour’s time. To celebrate the birth of the first child of the royalty, all 82,000 households in Bhutan planted a tree, while volunteers planted another 26,000 in various districts around the country, for a total of 108,000 trees. Bhutan is aiming for zero net greenhouse gas emissions, zero-waste by 2030 and to grow 100 percent organic food by 2020.



From the data presented earlier, it was shown that there is differential economic growth among countries. There is a wide economic gap with the minimum gross national income of poorer countries at 600 dollars is more than a thousand-fold to that of richer countries at over 120 dollars. Many countries have gross national incomes extremely distant from the mean income due to extremely high income of few countries. The median income even differs from the mean by over six thousand dollars.

There is differential population growth with few countries in billions of cumulative population count compared to numerous countries with lesser than 5 million people in meager cumulative population of only 130 million. There is a wide gap between populous and less populated countries with a standard deviation of over 140 million from the mean of over 37 million.

There is differential level of total carbon emissions among countries. It takes only 16 high-emitting countries to have total carbon emissions of 2 billion metric tons while 115 low-emitting countries have only given off total carbon emissions of 230 million. Not even three percent of what the 16 countries have emitted. The 16 high-emitting countries have contributed three-fourths (75.6%) of the total carbon emissions.

Associations favor population growth and total carbon emissions, but not economic growth and level of total carbon emissions. There appears to be a high and positive association between the countries’ population and total carbon emissions for year 2013 data. This may entail that as population may increase, total carbon emissions may also rise. It could be that when there are more people, there is possibility for more extractions from the environment, like overconsumption of trees, may increase carbon emission. Hence, there is enough evidence of a failure to reject null hypothesis Ho1 there is indeed no association between economic growth and level of carbon emissions. However, there is enough evidence to reject null hypothesis Ho2 as there appears to be an association between population growth and level of carbon emissions.

While there is no shown difference between gross national income and total carbon emissions, one-way ANOVA results showed significant difference between three-grouped countries’ population and total carbon emissions. Hence, there is enough evidence of a failure to reject null hypothesis Ho3 as there is indeed no significant difference between economic growth and level of carbon emissions. However, there is enough evidence to reject null hypothesis Ho4 as there appears to be a significant difference between population growth and level of carbon emissions, with grouped countries of over 75 million population having more contribution to total carbon emissions than those with lesser population.

Finally, there is possibility to attain zero carbon emission with what Bhutan has already achieved. People of Bhutan have actively and seriously follow measures the country specified to hit their goal at zero carbon emissions. The possibility of attaining zero carbon emission is not just an impossible ambition for Bhutan, the first country in the world to be. Bhutan stopped destroying their environment and started protecting it, something every country and individual has the power to do. For a country that has already gained the world’s respect and attention. By 2030 Bhutan plans to reach zero net greenhouse gas admission and to produce zero waste by increasing its share on renewable energy sources such as wind and biogas, among others.

References Used

Class Notes

Babbie, Earl.  2001.  The Practice of Social Research, 9th ed.  California, USA: Wadsworth/ Thompson Learning.

Brinkerhoff, David B., Lynn K. White, Suzanne T. Ortega, Rose Weitz. 2011. Essentials of Sociology, Eighth Edition. California, USA: Wadsworth, Cengage Learning

DOH. 2013. Department of Health. Retrieved on 7 October 2016 from

Dunn, Olive Jean and Clark, Virginia A. 2009. Basic Statistics: A Primer for the Biomedical Sciences, 4th ed.  Wiley & Sons, Inc., Publication

Garth, Andrew. 2008. Analysing data using SPSS: A practical guide for those unfortunate enough to have to actually do it.

Health Service Delivery Profile: Philippines. 2012. Retrieved on 7 October 2016 from WHO website: health_services/service_delivery_profile_philippines.pdf

IPCC. 2007. Climate Change 2007: Synthesis Report. Retrieved 10 January 2017 from Intergovernmental Panel on Climate Change Website:

Knoema. 2016. Philippines – CO2 emissions (metric tons per capita). Retrieved 10 January 2017 from Knoema website: atlas/Philippines/CO2-emissions-metric-tons-per-capita

Larose, Daniel T. 2006. Data Mining Methods and Models. Wiley Books.

Larson-Hall, Jenifer. 2009.  A guide to doing statistics in second language research using SPSS.  UK: Routledge.

Last, Mark, Kandel, Abraham and Bunke, Horst. 2004. Data Mining In Time Series Databases. World Scientific Publishing Co. Pte. Ltd.

Lean, George and Kay, Bryan. March 2008. Four nations in race to be first to go carbon neutral. Independent Newspaper. Retrieved 11 January 2017 from

Macatangay, Ana-Liza S. November 2016. PRD’s nod to Paris Climate Change agreement, earns praises from youth sector. Retrieved 10 January 2017 from Philippine Information Agency Website:

Macionis, J. 2012. Sociology, 14th ed. USA: Pearson Education, Inc

Mellino, Cole. March 2016. This Country Isn’t Just Carbon Neutral … It’s Carbon Negative. Retrieved 10 January 2017 from Ecowatch Website:

PIA. 2016. Retrieved 10 January 2017 from Philippine Information Agency website: 14418/prd-s-nod-to-paris-climate-change-agreement-earns-praises-from-youth-sector#sthash.KtTX1CUo.dpuf

PRB. 2013. 2013 World Population Data Sheet. Washington DC USA: Population Reference Bureau.

PRB. 2014. 2014 World Population Data Sheet. Washington DC USA: Population Reference Bureau.

PRB. 2016. 2016 World Population Data Sheet: With a Special Focus on Human Needs and Sustainable Resources. Washington DC USA: Population Reference Bureau.

Protano-Goodwin, Tyler. August 2016. Bhutan Becomes the World’s First Carbon Negative Country. Retrieved 10 January 2017 from Global Vision International Website: UK: GVI.

PSA. 2016. Philippine Statistics Authority. Retrieved on 7 October 2016 2008. What are Pearson’s r and scatterplots? Retrieved on 10 January 2017 from:

United Nations. 2016. About LDCs. Retrieved on 10 October 2016 from:

WYI. 2016. Main sources of carbon dioxide emissions. Retrieved 10 January 2017 from What’s Your Impact website: http://whatsyourimpact .org/greenhouse-gases/carbon-dioxide-emissions


carbon emissions fig9e.jpg



carbon emissions fig9f.jpg


+this was submitted as a required exercise in Data Management and Processing in Social Research, SS2016-17

Forgiving The Insecure and Fearful

Just as I and my classmate entered the conference room where our professor hold her small classes, our professor told us that the class really waited for us because somebody said that I, particularly blurting out my name, did not understand the requirement. There is a need to wait for us before the re-explanation of the requirement because I said I did not understand. I was actually gaping as I listened to it while putting down my bag and pulling out a chair to sit. What??? I know I never said such words to anyone. Even to me. I never said that I do not understand because I DO. Really there’s an urge to swear.

fearful.jpgSo, who is using my blessed name to cover up her own frailties? There is no man in our class, that’s why. Compassionate Lord, please tone down my temper, I silently prayed. Then the re-explanation by my professor was done. Still, my mind’s flying in the atmosphere trying to look for a logical sense in what I heard a while ago. Nonsense, I am not an oracle. But, we humans or because I belong to the sex of women, have the so called intuition. I have a hunch. I can feel it. And I remember a former colleague warning me about his present colleague’s greasing her way to the authority by bad-mouthing him. In one of my bus-rides towards CDO, I chanced to sit beside this male doctor in language. For the next two hours of bus mobility, we exchanged life and work updates. One of the topics mentioned was about the common women we now know.  Whoa, my mind’s telling me, is this now one of those antics of hers? My stomach churns I want to vomit. How low can she be.  Lo and behold, I can feel a bigger part of my brain saying just to let it slide and release understanding instead.

True enough, my wild beast side retreated in the recesses of my being. Wow. Had this been in my 20s and 30s, this would have been a riot. I am fearless when angered. I do not care who am I confronting. What was important to me is to ventilate my rightful wrath. To stand my ground. To not allow anyone step on my toes. I remember asking a cashier at a RTW store for scissors because I will cut to pieces the branded pants (Forenza) I already paid and another staff of the store assured me earlier that I can change size but ended up being told by the cashier that I can not change items. I’ve been looking for another size for an hour and a half and there’s no store plastered policy of no exchange. I was literally boiling that I did not mind the people lining up behind me at the counter. I demand for scissors! Then the manager approached my fiance (they know each other) and told him to pacify me while she assess the situation. I went down the store, Sureway, banging their door and walls. Then before my anger subsided I wrote and reported the whole incident to the main store office in Cebu. The following week I got a call from Cebu as they need to verify my letter. Then my fiance (now my husband as he never backed out despite seeing my bitchy side) went back to the store to claim new pants (for him already) and a poloshirt. Two items for one, sort of pacification consuelo de bobo for an unhappy customer.

That was what I’ve been. But, now I am learning to curb my beast mode. And instead, I am telling myself to forgive the fearful. This is about projection. So, okay, let me forgive. And, I like the wisdom of forgiveness in this way. “I forgive for my peace.”





This paper is about Filipino senior citizens as carers to grandchildren, either as their bloodline or as their plain wards. Caring is a way of disposing one’s affection towards children by providing for their needs in a particular social institution – the school. It narrates and consolidates the series of observations made on selected senior citizens in a school setting, particularly the school canteen during lunch time.

The subjects are the senior citizens, referred to as individuals who are considered elderly, especially those who have retired (Merriam-Webster Dictionary 2015). In the Philippines, senior citizens are those who are 60 years old and over, whether retired from work or not (RA 9994). Mandatory retirement is at age 65 years old but retirement may be availed of starting at age 60 years old.

With most usual family responsibilities, alongside career tasks, already done in their younger years, it can be observed that there are many senior citizens who continue to provide care for family members – their still growing up grandchildren. As an extension to their familial duties, caregiving to grandchildren by grandparents has become a universal phenomenon.  Even in a first world country like the United States, the prevalence of caregiving cuts across gender, class, and ethnic lines so that women, recently bereaved parents, and African Americans — have approximately twice the odds of becoming caregiving grandparents (Fuller-Thomson et al 1996; Scommegna and Mossaad 2011).



This paper describes how senior citizens take care of grandchildren at the school canteen during lunchtime. The primary goals include:

  1. a) to study the senior citizens’ behavior towards the school children they are with as would have occurred in a school canteen during lunch;
  2. b) to describe the senior citizens’ human behavior that is representative of the way it exists in real life; and
  3. c) to observe the senior citizens’ care-giving activities towards grandchildren in a school-setting

 Field Work Methods

I have the privilege entry in the school premises including the school canteen being a parent to two schoolchildren myself; although, I cannot identify myself as one of the carers as I do not go to school for such purpose. My schoolchildren eat their home-prepared lunch at the canteen without any carer. For the purpose of this paper, I made myself a carer of my schoolchildren during lunch for ten schooldays.

To obtain more detailed picture of what transpired between the carers and the schoolchildren at lunchtime, I applied the participant observation method and blended as a complete participant. In the conduct of systematic observation, the natural behavior to observe was the caregiving by the senior citizen towards the schoolchild. Note-taking as my main recording tool, materials used during the observations were notebook and pen.

Like other caregivers, I sat down in one of the benches with food I bought from the school canteen on the table.  Like everyone else, I was there, ready for lunch, waiting for two school children. So, I am like the other caregivers present, I have children with me during lunch time. The only difference was, unlike those two weeks, I did not go to the school canteen on a daily basis before.

The cultural scene at a school canteen where children eat their lunch and the children’s carers would go during lunchtime to provide for the children’s needs. The school canteen was selected as the appropriate observation setting that met two primary considerations, theoretical and practical. Theoretical consideration was that the school canteen is like the schoolchildren’s second dining room where home-like behavior as caregiving towards them could occur during lunch time. Practical consideration was the school canteen is a place where presence does not require permission by the observed, a place where caregiving behavior can be observed even unobtrusively.

Other considerations taken included: the decision to engage in continuous real time observation and the use of focal individual sampling wherein only one person’s behavior is observed per episode. Every onset of behavior (frequency) or elapsed time behavior (duration) is recorded during observational session. The type of systematic observation is structured method. Aspects of caregiving are deemed relevant and activities involved in it were recorded.

The data are presented in narrative form with few themes culled from the text and placed inside matrices for emphasis. The write-up follows the matrix contents: episode date and time, nonverbal actions, linguistics, extra-linguistics and spatial. There is differentiation between relative and non-relative senior citizens in their caregiving activities. Individual actors are presented by episode of observation through detailed descriptions of the events taking place, attached as appendix.

 The Setting

This study is conducted at a school canteen of St. Michael’s College – Basic Education Department in Barangay San Miguel, Iligan City. The school offers kindergarten up to fourth year high school. The school canteen is located on the first floor of the school gymnasium, facing an airy, vast open field school ground, with trees on the sides. It has approximately 253 square meters floor area. There are eight rows of tables with 17 tables in each row. Each table measures about 2 feet wide and 4 feet long, which can accommodate approximately six to eight diners. Each table has bench of the same length on each side, facing each other.  There are numerous ceiling fans lined above in parallel the rows of tables.

The series of observations were done in five episodes of five different senior citizen caregivers spotted in the canteen in a span of ten days. Observation commenced at 11 in the morning and ended by 12.30 noon. The kindergartens first enter the canteen at 11.15AM followed by the graders at 11.30AM then the high school students at 11.45AM. The school bell rings by 12.15noon signifying return to the classrooms by all learners as the noontime prayer is overheard through loud speakers in the school premises.

The Cultural Description

There are a total of five senior citizens observed in this study. All of them looked to be just passed their 60s and not yet in 70s, based on their physical appearance and agility. Only one is male, the rest are females.

These senior citizens provided care for at least one school child up to at most three school children (Table 1). Of the five senior citizen caregivers observed in this study, three are relative of the learners while the two are not.

Table 1. Senior Citizens’ Relationship with the Schoolchildren

No. of children Relative Non-Relative
Male Female Male Female
One 0 2 0 1
Two 1 0 0 0
Three 0 0 0 1


Relative Caregivers

Of the three relative caregivers, the two grandmothers provided care for only one schoolchild (Table 1). The lone grandfather took care of two school-children, a boy and a girl.

Notably, while the grandmothers brought with them home-cooked meals during lunch time, the grandfather just brought water and ate with his grandchildren take-out meal brought by his daughter.  Hence, the latter only shared caregiving with the schoolchildren’s mother.


Table 2. Relative Senior Citizens’ Caregiving Activities



(words uttered)


(loudness of voice)


(space management)

# Date Time





2 Wed,

6 January 2016


11.00 AM – 12.30 PM .examined clothes, took off upper white uniform polo, wiped off the boy’s back with a hand towel


. placed a hand towel at the back


. took out food container, opened it, took out spoon and fork, and handed them to the boy


. spooned food into the boy’s mouth


. opened a water container and let the boy drink water


ali ngari, tiwasa ni imo pagkaon” (come here and finish your food)


mao na siya, bisan sa balay, mag-lakaw-lakaw bisan nagkaon. Mao hungitan na lang gyud para segurado mahurot ang pagkaon niya… Oo, apo nako na siya, anak sa akong nars nga anak.” (He is really like that even at home, he keeps on walking while eating. That’s why I just feed him to be sure his food are all eaten.. yes, he is my grandson from my daughter who is a nurse)

. soft but firm voice





. seated beside each other


. intimate


. spooned food to child’s mouth






11.00 AM – 12.30 PM . served  water

. wiped back

. put hand towel on back

. spent time  in the swing with grandson




Very low voice it cannot be heard 2 meters away

. closer to each other


.sat beside each other






11.00 AM – 12.30 PM . brought, served food and water


wiped back

. put hand towel on back


. Asked how the child was  



. soft and sweet voice

. closer to each other


. hugged the child


.sat beside each other


Non-Relative Caregivers

The two non-relative caregivers are all females. The first, NR1, took care for only one female schoolchild while the second, NR2, has a handful three schoolchildren to attend to – a girl and two boys. Both brought with them home-cooked meals during lunch time.


Table 3. Non-Relative Senior Citizens’ Caregiving Activities



(words uttered)


(loudness of voice)


(space management)

# Date Time


Non-Relative 1


1 Tues,

5 January 2016

11.10 AM – 12.12 PM

(1hr & 2mins)

. opened food container, placed in front of the  child

. handed spoon and fork

. poured down water and placed it beside the girl’s food

. checked on the girl’s back and adjusted the girl’s ponytailed hair






Very low voice it cannot be heard 2 meters away


.Seated on the same table, beside each other and in front of one another, but there is no physical intimacy like hugging or kissing


.wiping of back


.fixing of hair






11.00 AM – 12.30 PM . brought, served food and water


wiped back

. put hand towel on back





Very low voice it cannot be heard 2 meters away

.closer to each other


.sat in front of each other

Differences in Caregiving Activities among Relative and Non-Relative Senior Citizens toward Schoolchildren in the School Canteen

This section describes the senior citizens’ observed caregiving activities in relation to time, nonverbal actions, linguistics, extra-linguistics, and spatial.


All of the caregivers entered the school canteen 15 to 30 minutes before the school children emerged out of their classrooms. Every day, it can be observed that they positioned themselves in the same spot inside the school canteen. It can be deduced that the specific area is their agreed common space for dining. Such regularity assures and provides secure feelings to the children. When they arrive, they are sure that their carers await them in the same area. That they have food set for them to fill their hungry stomach. The schoolchildren upon entering the canteen directly head towards them.  Their stay ranged from 50 to 75 minutes. They usually leave the school canteen after the bell rang at 12.15 noon.

Nonverbal Actions

There are common caregiving activities that the caregivers have done towards the school children at the school canteen.  These included bringing of food and water inside the school canteen, getting the food and drinking water ready on the table, checking of the child’s back, wiping and putting hand towel on the child’s back, and fixing of a girl child’s hair. These appeared to be the basic needs of the schoolchildren, which the senior citizen caregivers readily provided for them, notwithstanding their relationship.

What differs was the extra-care that bonds relationship.  It is that something observable between blood-related grandparents-grandchildren.  There is that fondness of the grandparents toward the child that is seemed amiss in the non-relative. The non-relative seemed mechanical in their dealing with the children.  But, the grandparents openly kissed or hugged their grandchildren as the latter approached their table.

The male caregiver did not bring food, only drinking water. It was the mother of the children who brought take-outs from McDonald’s. But this grandfather took and spent time to casually sit down with his grandson in a swing in the school playground. Not one female caregiver did this bonding activity.


At least two caregivers’ message can be heard of out of the five caregivers. The rest of the caregivers, while they talked to the children, were inaudible at two meters distance from them.  There is also the element of uncontrolled noise inside the school canteen with approximately 140 tables. The way the caregivers talked with the children differs among relative and non-relative. The former appeared more intimate and friendly when they talked while the latter seemed to limit their conversation and did not show endearment.


The caregiver relative, a grandmother with one schoolchild, whose language was heard of, spoke in a soft but firm voice that the child obeyed.  Her behavior is similar to what she usually does even in their house. The rest of the caregivers spoke in low tone so they were difficult to decipher or lip read.


The caregivers stay proximate with the school children they attended to during lunch.  While eating, either they are seated in front or beside the school children. The distance between them sheds off when the caregivers touch the school children’s back to check on possible wetness.

Though there is similar distance among them, it is notable among the relative caregivers to naturally close the distance between them and the children through their hugs and kisses.  These are missing among the non-relative caregivers who seemed formal and distant from the children even when they are physically close to them.



Caregiving activities towards school children are commonly done by relative or non-relative senior citizens. They brought home-cooked food, water, and set the food in front of the children. Anticipating needs during the lunching process, the carers handed utensils and drinking water whenever there is a need, despite non-request from the children. These senior citizens show proficiency and mastery in caring for the growing schoolchildren. All of them periodically checked and wiped the backs of the children. These caregiving activities are expected to be carried out towards the children and everyone did so naturally.

Slight differences lie on the language spoken, though not audible from two meters distance, the relative caregivers spoke to the children in a sweet way showing more intimate relationship between blood-related than those who are not. There was a notable formality in how the non-relative caregiver dealt with the children.  There seemed to be the presence of an invisible barrier between them.

It was notable that despite the grandfather’s presence, there was a mother for the two children during lunch time. This led to the minimal activities the grandfather could do compared to the grandmothers. The grandfather’s presence suggested a supporting role for him in caregiving since the mother is there. Although, the grandfather took time to have a short bonding in the swing with the grandson that not one of the grandmothers had done even to their granddaughters.

The grandparents showed natural intimacy towards the children, like meeting them as they arrived inside the school canteen, talking to them in a buddy manner.  The children showed more listened to their own grandparents than their nannies.




This section presents in detail the five observational sessions at the school canteen in a span of ten days. Every session, the focus is on one caregiver to have an undivided attention towards the subject during the whole period.

Observational Session 1

Actor: non-relative, female

Episode 1: Tuesday, 5 January 2016; 11.00 AM – 12.30 PM

At 11.10 in the morning, this actor, who looks like in her mid-60s, entered the school canteen carrying a large brown tote bag. She was dressed in a loose gray shirt on top of a loose below the knee brown skirt, and a pair of slippers. Her hair, black with streaks of white, is like that of a man’s usual cut, up to her nape. She has a light brown skin complexion; her facial expression is that of a no-nonsense person, not friendly or smiling, just a civil one. She headed towards the farthest left table in the school canteen. It’s the left most table in a row of 17 tables near the canteen counters and food displays.

This short-haired grandmother sat on the table, facing the canteen entrance, her back on the counters.  On the table, in front of her, were 3 yellow Tupperware glasses, one 2-liter Coleman water container, three food containers. She sat there waiting for the learners to arrive.  The setting in front of her appears so ready for lunch eating.

At 11.17 in the morning, a girl of about 6 years old, in ponytail approached the actor’s table and directly sat down on the bench facing the actor. The actor opened one food container and placed it in front of the girl. The actor then handed the girl spoon and fork. The girl began eating her lunch. The actor seated in front of the girl saying nothing, alternately looked at the girl and around her where other schoolchildren also ate. The actor poured down water from the Coleman into a yellow plastic glass and placed it beside the girl’s food.

As the clock ticked 11.50 near noon, learners emerged out of their respective classrooms; most were headed towards the school canteen. While the girl continued to eat, a boy of about 11 years old approached the table and sat down beside the actor. The actor opened a food container, placed it in front of the boy and handed him spoon and fork. The actor poured down water from the Coleman into another yellow glass and placed it beside the boy’s food. The two children ate in silence and the actor simply sat there, observing them. The girl finished her food, drank water and stood up.  The actor stood up too and checked on the girl’s back and adjusted the girl’s ponytailed hair. Then off the girl she went out of the school canteen and headed back towards her classroom. The actor placed the used spoon and fork inside the used food container and placed inside a large brown tote bag.

At 11.55AM, an adolescent boy of about 15 years old approached the table and sat down where the girl earlier sat. The actor opened another food container and placed it in front of the teener. This time the school canteen was filled with noise from simultaneous chatting of diners and clicking of utensils.  One cannot anymore hear someone’s voice if not seated on the same table. The younger boy was done eating, pushed his food container towards the middle of the table and stood up.  The actor stood too and checked on his back and he hurriedly left the school canteen, walked towards a three-floor building where his classroom is on the second floor. The older boy continued eating while the actor poured down cold water from the Coleman to another yellow glass and placed it beside the teener’s food.

The teener ate for only 6 minutes and when he was done, he pushed his empty food container towards the center of the table. He drank water, continued to sit there and faced the other diners, probably his classmates, seated on the next table. The actor placed all the used spoon and fork inside the used food containers. Then she put the covered food containers, Coleman, plastic glasses inside the large brown tote bag. At 12.12 noon, she stood up, picked up the bag, said something to the teener in an expressionless face, and left.

Observational Session 2

Actor: relative, female

Episode 2: Wednesday, 6 January 2016; 11.00 AM – 12.30 PM

This actor, with looks of someone in her late-60s, entered the school canteen at 11.20AM with a black shoulder bag on her right shoulder and a white eco-bag on her left hand. She wore a red floral polo, brown slacks and a pair of an inch elevated sandals. She has a fair skin with visible light brown pigmentations on her arms. Her hair is colored light brown and shortly-cropped. Her face has that smiling and friendly countenance.  She proceeded to the farthest table to the left side of the canteen. She put her bags on the table and sat down. She opened her black shoulder bag and took out beauty product catalogs and handed them over to other women caregivers nearby her. She chatted with the possible customers for minutes.

At 11.50AM, when learners emerged out of their classrooms and headed towards the school canteen, a boy of about 9 years old approached the table where the actor is. The boy looked robust. The actor stood up to meet the boy. She examined his clothes, took off the boy’s upper white uniform polo, retained the white undershirt, and wiped off the boy’s back with a hand towel. She placed a hand towel at the back of the boy’s undershirt and led him to sit on the bench. She took out the food container, opened it, took out spoon and fork, and handed them to the boy. The boy started eating, but after just three spoons, the boy got up and roamed around talking to other school children nearby.

The actor called the boy, “ali ngari, tiwasa ni imo pagkaon” (come here and finish your food), and the boy went back to the table. He stood in front of the table and opened his mouth as the food was spooned into it. Then the boy roamed again. The actor answered another caregiver beside her, “mao na siya, bisan sa balay, mag-lakaw-lakaw bisan nagkaon. Mao hungitan na lang gyud para segurado mahurot ang pagkaon niya… Oo, apo nako na siya, anak sa akong nars nga anak.” (He is really like that even at home, he keeps on walking while eating. That’s why I just feed him to be sure his food are all eaten.. yes, he is my grandson from my daughter who is a nurse).

The rest of the lunch was eaten in that manner, the grandmother spooned food into the boy’s mouth then he would roam around. The grandmother opened a water container and let the boy drink water from it. She took out another food container and ate her lunch. When she was done eating, she called the boy, took out the hand towel from his back and let him wear his white polo uniform. She also put talcum on the boy’s back, briefly hugged him and bade him goodbye as the boy went out of the school canteen. The grandmother packed all the used food containers and utensils, put them back inside the eco-bag. She said she would go to her direct-selling business establishments and would come back later to fetch the boy.


Observational Session 3

Actor: relative, male

Episode 3: Monday, 11 January 2016; 11.00 AM – 12.30 PM

This tall 6-footer, handsome grandfather, who looked like in his mid-60s, arrived inside the school canteen at about 11.30 in the morning. He wore a cap on his head, a white t-shirt, gray knee-length cargo pants, and thick black slide sandals. He carried a small eco-bag with visible water containers inside. He proceeded to sit in the middle section of the left side of the school canteen. At 11.40AM, a woman entered the school canteen, approached his table and handed him a brown paper bag. He placed it in the side of the table and sat there with the woman sitting opposite him.

At 11.50AM, when learners entered in the school canteen, a boy of about 9 years old approached them. The boy is undeniably overweight. The boy took the woman’s hand and placed it on to his forehead. He did the same with his grandfather. The woman was the grandfather’s daughter, the boy’s mother. The woman took out the cartoon boxes of food containers from the paper bags – McDonald’s take-outs. The grandfather took out the water bottles, a 750ML green bottle and a 1-liter violet bottle. Then the three of them ate their lunch together. They looked like they were eating inside their own dining table.

After 5 minutes, a girl of about 11 years old approached their table. She also did take the elders’ hand just like her younger brother. The grandfather took out the last McDonald’s pack from the paper bag and handed it to his granddaughter who sat beside her mother. The grandfather attended more his grandson while the mother attended the girl. He checked on him now and then while they ate. He adjusted the hand towel on the boy’s back. He shredded the chicken on the boy’s lunch box.  He opened the water bottle for the boy, poured out water on the bottle’s cover, and handed it to the boy.

After they have eaten, the grandfather and the boy went out of the school canteen and headed towards the swing. There they sat and spent the next 10 minutes together swinging. Then the bell rang, signifying the learners’ return into their classrooms. The grandfather brought back his grandson inside the school canteen. He removed the hand towel from the boy’s back and let him wear hi white polo uniform. Along with his sister, the children proceeded back to their respective classrooms. The grandfather stayed for 10 minutes more after his daughter left.


Observational Session 4

Actor: relative, female

Episode 4: Tuesday, 12 January 2016; 11.00 AM – 12.30 PM

At 11.20 in the morning, this actor entered the school canteen and proceeded to the mid-section of the left side of the canteen. She settled on a vacant table. She appeared to be in her later 60s.  Her shoulder-length hair is well dyed in black color, waves of curls were clearly well tended, and the front sections were neatly clipped to the upper sides of her head.  She wore a black blouse with half-inch diameter of white polka dots, black slacks and a pair of 1-inch black sandals. She carried a black shoulder bag on her right shoulder and an insulated lunch box on her left hand. She put the lunch box on the table and proceeded to the school canteen’s food counter. After 5 minutes, she brought two bowls of food, a bottle of iced tea and two bottles of water on a tray back to the table. She placed the tray on the table and sat on the bench. She seemed busy arranging her things inside her shoulder bag. She checked on her cellular phone and attended to it in the next minutes.

At 11.52 in the morning, a boy of about 8 years old came to the table.  The actor stood up and in smiles hugged the boy and asked the child how he is, to which the child answered that he is okay. She checked on his back and placed a hand towel there. Then the boy was seated beside her. She opened the lunch box, took out the two-piece food containers, opened them and placed both in front of the boy. From the bag she took out two pairs of spoon and fork for the both of them. She asked the child to say the grace for the food and boy recited a short prayer for the food. Then they started to eat their lunch. She opened the iced tea bottle and gave it to her grandson. She opened the two water bottles for each of them. As the child drank the iced tea, she checked again on the boy’s back, adjusted the hand towel and wiped the child’s head. The two conversed in a friendly manner, like they are good buddies.


Observational Session 5

Actor: non-relative, female

Episode 5: Thursday, 14 January 2016; 11.00 AM – 12.30 PM

This actor, who looked like in her early 60s, arrived at the school canteen at around 11.10 in the morning. She wore a loose yellow-black stripe blouse over a loose gray knee-length skirt and a pair of slippers. Her straight black hair with streaks of white passed below her nape. She carried a black medium-sized eco-bag and proceeded towards the middle section of the canteen. She put the bag on the table and sat down on the bench, waited for her ward to arrive. She seemed amused as she watched the various activities around her.

At 11.55 in the morning, a girl who looked like 10 years old approached the table where the actor is. The girl sat down on a bench in front of the actor and the latter immediately checked on the girl’s back and wiped the insides with a hand towel. She tied the girl’s hair into a ponytail then took out a food container from the eco-bag, opened it and placed it in front of the girl. The actor handed the girl spoon and fork and child started eating. The actor watched as the girl ate her lunch.

While child ate, took out a water bottle, poured water into a cup and placed beside the food. The actor attentively watched over the girl as the latter continued to eat her lunch. After the girl finished her food, the actor checked on the girl’s back again and fixed the girl’s hair. The girl remained seated while talking to another girl on the next table. The actor then took out from the bag another food container and ate her lunch. When was done eating, she packed everything back inside the eco-bag. She sat there watching the child until the bell rang and the child went back to her classroom.

The actor went out of the school canteen and proceeded to the waiting area inside the school campus, at the right side of the main gate.  In this area, there are about twenty caregivers seated, waiting for their wards until end of classes in the afternoon, between 3.30 and 4.30 PM.



Burton, Erlinda M. 2016. Lecture Notes on Qualitative Research Methods. Cagayan de Oro City: Xavier University.

Fuller-Thomson, E., Minkler, M., and Driver, D. 1997. A Profile of Grandparents Raising Grandchildren in the United States. The Gerontologist, 37 (3):406-411.

Merriam-Webster. 2015. Merriam-Webster, Incorporated.  USA: New York.

RA 9994. Expanded Senior Citizen’s Acts of 2010. Republic of the Philippines Congress Records.

Scommegna, Paola and Mossaad, Nadwa. 2011. The Health and Well-Being of Grandparents Caring for Grandchildren. Population Reference Bureau Report.

WHO. 2016. Definition of an older or elderly person. World Health Organization. Retrieved on 15 October 2016 from WHO webpage:

Life History as a Methodology: Grampy AC of Iligan City, Philippines


This is a life history of a formidable man who is able to defy the odds and emerge victorious. He has exceeded the country’s lifespan for males by almost two decades. Filipino males’ life expectancy is only up to 65 years old (PRB 2015). His life history depicts the saying, “Poverty is not a hindrance to success!” This man is a typical Filipino: physically in a small frame, industrious, light-hearted, helpful, and optimistic. He easily agrees to the interviews, eager to tell his story. Let his pseudonym be Grampy AC. Grampy for his present state and AC for his name’s acronym.

Who is Grampy AC?

Grampy AC is an 82-year old widower for three years now. He has fifteen grandchildren from his seven children, all married and stay with their families of procreation in their respective homes. He employs a distant relative young male to tend the ­Sari-Sari Store in the front part of the first floor of his house. It is the store that his departed wife previously managed. There are lady boarders at the second floor, occupying a total of four rooms.  The store, which previously functioned as eatery, and the rooms’ rents are the main livelihood of his deceased wife. The two-floor house is what he and his wife have established from their years of toils. The location of their house is very conducive for small-scale enterprise as it is near a University and two other schools.

As a migrant in Iligan City, he recalls his family’s dire poverty in Cebu City. He believes that had he not left Cebu, he may not have achieved what he has at present. Despite being a migrant, he proves to be a good resident of Iligan City for he gets elected as barangay councilor for fifteen years. All his seven children have obtained college degrees. Three children have earned a degree in law from the neighbor University. The second child has passed the bar exams and works in the top management of the country’s National Bureau of Investigation (NBI) in the city. This has earned Grampy AC a higher and better place in the community. He gets appointed by the city government as the over-all coordinator of the senior citizens in the whole city of Iligan.

His Beginnings

Born on 2 August 1934 in Cebu City, Grampy AC is the eldest of eight children to a clothes washer mother and a farm help father. The hard life his family led fires up his optimism to seek for his fortune in a far place. He thinks that with the number of children his parents have, dark clouds seem to loom at his future. He believes he needs to leave his city of birth.

He intends to beat down poverty by leaving his home in Visayas at 14 years old. The idea to try out his luck in a far place comes to mind when he receives a ship pass from his godfather. When he has already made up his mind about leaving, he wraps few clothes in a mat and carries the mat like a log over his shoulder. He plans not to tell his parents but on his way to the sea port, he met his mother. In tears, his mother asks him where will he go and why will he leave his family. His mother accepts his explanation of his search for his niche in this world by going to Iligan. Despite the tears, his mother gives him her blessings and well-wishes. His mother gives him the only money she has – forty pesos.

Beating the Odds as a Migrant

When he arrives in Iligan City, he looks for the house of a distant uncle in Barangay Tibanga. His uncle recommends him as an errand boy to an affluent family in Iligan City. Because he is industrious and has initiative, he is sent to school as a working student by the physician’s family. His loyalty earns him his bosses’ trust. He is trusted to do myriad of tasks for the family. He drives for the family’s growing children to their personal activities. He processes legal documents for the family’s procurement of assets. He cleans cars, waters plants, and cleans the surrounding and the like. His determination earns him a college degree in commerce.

He then works in one of the processing plants in Iligan City. Despite his job, he continues to serve the family that helped him achieve his goals by responding to their requests. He finds time to accommodate their requests. He files a week’s leave from work when the eldest child of the family requested for him to act as their driver-chaperon as they finalize their wedding preparations up to their wedding day. That child marries one of the daughters of one of the big school owners in Cagayan de Oro City. With kidnapping threats to affluent people, the family can only trust him in such important task.

Family of Procreation

For nine years, he works at the Paper Mill as one of the staff in the business section. His observations with his boss’ house helper lead him to choose her as his future lifetime partner. Though the house helper only has elementary education, he notices her to be smart and industrious. As newlyweds, they rent a house of his uncle in Barangay Tibanga. They open an eatery which is primarily managed by his wife. His wife cooks well and is very hard working. He honors his late wife for being thrifty and wise with money. He admits that his degree in commerce is nothing compared with his wife practical ways in doing business. He knows that his salary lacks and pales to what his wife earns in their eatery. He considers his wife his lucky charm.

While working, he sidelines selling insurance products during free time. His constant trips in a motorcycle to sell insurance lead him to a vehicular accident. He has to stop work for two years and only his wife’s earnings enable his family to live properly. His eldest child is still in high school when he stops work. He feels inutile and shame towards his wife. But his wife stands by him amidst his life’s tribulations.

He tries to enter local politics and runs for barangay councilor. His first try puts him to a seat at the barangay council. His performance makes him a councilor for three consecutive terms. When he reaches the maximum term of office, he lets his eldest child run instead. As luck would have it, his eldest child also wins a seat. But, when his child succumbed to cardiac arrest, his son (Grampy’s eldest grandchild) replaced him as barangay councilor. Hence, Mr. AC is able to establish his political path that is also tread by his son and his grandson.

As a Senior Citizen

His financial resources come mostly from rent. He also has monthly pension of 1,800 from his previous work.  He also receives monthly honorarium of 700 pesos for being the chapter president of his barangay’s senior citizen association. Grampy AC considers his physical-mental health as still high. His activities of daily living (ADL’s) is still high. He proudly says that he still drives his car, although his children wanted for him to have a driver instead.  His day starts early with a prayer followed by simple exercise, personal hygiene, and breakfast. He has no major health concern at present. He happily said he is in the best of health.

He receives free medical check-up from the physician’s family. At his age, he proudly states that he has no maintenance medicine. He takes a number of nutritional supplements, he exercises regularly, observes appropriate number of hours of sleep. Grampy AC believes that senior citizens should be provided with free nutritional supplements (vitamins and minerals tablets) at the Barangay Health Center.

Despite the free movies for senior citizens by the local government, Grampy AC chooses not to avail of the privilege. First reason is he does not like to sit beside fellow senior citizens who put on and smell of liniments. Second, he likes to go inside a movie house with someone younger and smell good. Since he does not find somebody that fits reason 2, he just watches movies on television.


+ submitted as a requirement to Dr. Erlinda M. Burton, XU-CDO




by Mary Ann F Daclan

“Development as Freedom” is a book authored by Amartya Sen, a Nobel Prize winner in Economics who had widely written about development.  Each of these two words carries devtasfreedom senloads of people’s needs, social realities, and individual hopes. I believe that people, regardless of whether considered as majority, minority, indigenous, in exclusion, “haves” or “have nots,” aspire for both development and freedom. In this literature, Sen regarded development as something non-existent in absence of freedom. I suspect that if we closely study these two phenomena, it will be like that baffling chicken-egg situation. There is development if there is freedom; yet, one attains freedom when there is development. Sen’s concluding remark, “Freedoms are not only the primary ends of development, they are also among its principal means” mirrors it. I adhere to the idea that each of these two words actively operate on a relative scale. Development needs definitely differs in third world countries compared to their better off counterparts.

Even those who are situated in first world countries seek to have development in aspects that they feel they still lack. To them, development boils down to excellence at everything. They may be dissatisfied with anything amiss excellence or perfection because they may be used to it. I feel that development at that level is something that cannot even be conceived by those who are at a disadvantage in many aspects in life – like us in the third world. My sister, in France, shared that while traversing in one of the six-lane roads, their car wheels just halted. From nowhere a police officer approached them and showed photos of their violation – expired wheels that needed replacements. The wheels still look sturdy and very functional, but there is specified number of years of maximum use. A technology the police used can detect it from somewhere invisible by motorists. Six lanes, pictured violation, techie car control, expired wheels are phenomena alien to us. To many of us in the Philippines, construction of a passable road in seemingly god-forsaken countryside is already development. And somehow, as we use the road in transporting our farm products, we rural dwellers experience freedom from difficulty in transportation and movements.

The topmost word that surfaces my mind from the book’sbraveheart-13 introduction is definitely unfreedom. There is too much of this in the Philippines. Aside from the infamous threats to safety and security outside or inside the homes, there is the chain of dire poverty and the quagmire of unemployment. Our fellow Filipinos gone awry beheaded our country’s foreign tourists. Aggressive assailants even commit their heinous acts inside the victims’ residences. And so we set up high fences and multiple locks on our doors. Even when we wanted to, we are prohibited from going to our city’s festive weekend night cafés in the public plaza. We are not to expose ourselves to danger. Despite the Public Administration degree of my younger brother, he could not land a job that is fit to his training. He got employed as Gaisano counter boy, food court cook, and Gibi shoes’ store man. Eventually, he had to go to Kuwait for an electrician job hiring. He got a certificate for this position from government training. When he arrived in Kuwait, however, he worked as one of the carpenters to one of Kuwait’s mushrooming building constructions.

It pains to see these harsh social realities unfolding each day before our eyes. Sen
wrote, “the unfreedom links closely to the lack of public facilities … health care or educational facilities, or of effective institutions for the maintenance of local peace and order.” Every day, as I passed by public schools towards my workplace, I can see children having classes under a tree or in a hallway for lack of classrooms. My youngest brother, who teaches secondary education, has to pay a thousand pesos one-way fare for a motor ride towards a school in a faraway boondock in our municipality.  And the terrains the motorcycle traversed become slippery and muddy in these rainy days. The hazard fee cannot suffice to the dangers he faces each trip. It worries my senior citizen parents that they cannot contact him for there is no cellular phone signal and no electricity in the area. Each of us can only hope for that day to come when unfreedom’s chains be untangled and development takes its rightful place.


LIFE AND DEBT: A Reflection

by Mary Ann F Daclan, Mindanao State University at Marawi, PH

The film “Life and Debt” documents the points of view of Jamaican workers, farmers, government and policy officials who directly experience the realities of globalization from where they are situated. Stephanie Black adeptly directs the film depicting Life_Debt_a spectrum of Jamaica’s rich culture set in beguiling sea, sand and sun and the saddening realities of a debt-laden country. The film covers the impact economic globalization has on a developing country. It profoundly dissects the “mechanism of debt” that consequently debilitates the people’s livelihood. The film’s scenario is very much akin to what also transpired in another developing country – the Philippines. Europeans colonized Jamaica (by Great Britain) and Philippines (by Spain). Both countries gained independence. Beset by financial difficulties, both countries serially loaned heaps of US dollars from International Monetary Fund and World Bank. The debts’ impacts to common Jamaican people are very similar among many Filipinos.

Being a natural born citizen of the Philippines, a Filipino at heart, I can verily empathize with the debt-ridden Jamaicans. In Life and Debt, Dr. Michael Witter, an economics professor lectured his class that “essentially what the IMF would like us to do is to devaluate our currency, to make our dollar cheaper.” Since Jamaica, as well as the Philippines, heavily depends on imported goods like food, fuel, books, and medicines, the costs go up to the citizens. “In effect,” Dr. Witter said, “foreigners control the economy in form of debt.” This affects every common citizen’s consumption of the most basic human needs. So instead of buying new books, we Filipinos illegally photocopy the original books in the library. Our vehicles emit toxic carbon on the very air we breathe for reasons involving expensive imported fuels. We let our children drink the cheaper powdered milk because we cannot afford imported fresh milk. We still take medicines that have long been banned in first world countries because our laws have no fangs to prevent their entry to the country.

Similarly, I remember in the 80’s, as a high school student at a public school, my Social Studies teacher would tell us that every Filipino is indebted outside of the country. Mr. Polintan said that even those who are still in the womb already have debts in dollars. He said that every Filipino may not be able to fully pay the debt in his or her lifetime. Later, as I learned about the complexities of society through sociology courses, I realized the truths behind the words of my elementary teacher. In 2015, Bangko Sentral ng Pilipinas reported that the Philippines’ foreign debt totals to over 75 billion in US dollars. Based on the population, each Filipino has an approximate of over a thousand US dollars debt. As a Filipino, I can feel the burden of my country’s debts as I grew up amid landless farmers in our province.

Like the Jamaicans, landless farmers labor for those who have farmlands. Still lagged behind, those with farms hitherto rely on nature’s rain so they can plant. Absence of irrigation, lack of capital to finance rice farming, and dire poverty pushed my family to put on lease my mother’s two-hectare rice field inheritance. My mother entered an informal transaction to an entrepreneurial neighbor in an indefinite term. For Dr. Witter, “The whole idea is to set conditions that the government could not meet.” The common end among the Jamaicans and us would be the oppressive conditions by the “haves.” Consequently, we joined our landless neighbors. Thereafter, my mother’s farming activities evolved around farm labor for wages in cash or in kind. As young as I was then, as I witnessed my mother and my neighbors’ labors, I thought of how they were paid less for what they have tediously labored for.

When we sell “in kind” remuneration to have cash, the buyers’ price was extremely low. The reason for buying cheap included difficulty in transportation via the Agusan river and the low price for local produce. For instance, we export our natural resources – processed sinter ore and steel; then we import the expensive byproduct – cars. Upon reflection, at the very strand of this dynamics lurks the superordinate-subordinate relationship between “haves” and “have-nots.” #AnnDACLAN

Down South Succession in Positions: A Microcosm Habitus of Philippine Politics

In the Philippines, the first quarter of 2016 highlighted election campaigns where Filipinos are agog with all of the political hullabaloos surmising the whole country. Actively engaged are the Filipinos’ habitus or their cognitive structures to deal with the social world as structured by and structures the way they deal with the present day politics. Each has a different habitus, and it is based on the position one has within the larger Philippine social environment. Each as a citizen of a third world country marred by social issues like corruption, public insecurity, and drug-related crimes, among others. Habitus is affected by age, wealth, sex, physical appearance, occupation, and so on (Ritzer 2011). The parent who routinely instructs the child how to behave in accordance to a phenomenon is thus going about the business of reproducing the habitus (Elliot 2014).

Along with habitus is Bourdieu’s concept of Field,which describes the series of relationships between the positions in it, not interactions or social ties. A battlefield where the positions fight to improve by means of drawing upon various kinds of capital – symbolic,social, economic, and cultural.It is along this line that this paper will traverse, particularly on succession of political positions.

Down South of the Philippines, particularly, in the Province of Agusan del Norte, are canIMG_20160325_054025didates for positions whose family names have already been etched in local politics for decades by their seniors. This is not unique, though, since other parts of the country reflect similar
happenstance. No less than the incumbent president – Benigno Simeon Cojuangco Aquino III – of the Philippine Republic had reaped the good fortune his family name brought him, built by both his parents – Benigno S. Aquino, Sr. (a senator) and Corazon Cojuangco Aquino (a President).

Many national level positions are of no exemptions to this. A number of senators who hailed from their respective provinces catapulted to national positions via their family names. The same is true with most members in congress from all over the country. So, how does a public post become like an inheritance that it gets to be passed on from the seniors’ generation to their juniors despite having no political background even at the lowest post among the latter?
Bourdieu’s Symbolic Capital

Family name bears symbolic capital as honor and reputation (Ritzer and Ryan 2011).The candidates’ seniors have already capped into their family names the honor of being political leaders, for years. In local parlance, the family name “rings a bell.” The constituents have grown accustomed to the sound of the family name, which has become a byword in the locality. Come election time, the family name surfaces first when it comes to memory recall compared to those whose names just entered the political scene.

When Angel Amante (Maria Angelica RosedellMalbasAmante), then a 25-year old nurse with no previous political experience, was fielded by her father Edelmiro Atega Amante Sr. to run as governor in Agusan del Norte in 1995, she easily beat other political candidates.Edelmiro A. Amante Sr., at that time, served as then President Fidel V. Ramos’ executive secretary. He had been so involved in local politics for years, starting off at the barangay level to the national scene as then assemblyman. Since then, Angel Amante’s political career has never taken a leave. For twenty-one years now, Angel Amante has occupied the seats of provincial governor and representative to Agusan del Norte’s Second District, interchangeably, dependent on the terms’ exhausted limit (Adorador 2013).

After she won as first time governor, she got reelected to the same post for two more terms. When the limit was reached, her older brother, Erlpe John Amante took over. While her brother ran for governor, Angel ran as representative of the Second District of the province of Agusan del Norte, divided into two congressional districts, I and II. The latter has most of the municipalities of the province, except for one (Las Nieves) which is relegated to the First District, alongside the city of Butuan. The voters for governor are the same for the representative.This made the siblings switch positions from governor to representative and back, depending on the terms’ limit, with ease. The length of years in a post somehow established some kind of reputation that the constituents associate the succeeding candidates to the long-occupancy on the post by a family.

Bourdieu’s Social Capital
Social capital, for Bourdieu, the third distinct resource of the struggle for social positioning, results from network use of more or less institutionalised relationships of mutual acquaintance or recognition (Ritzer 2011).Edelmiro Amante, the patriarch, laid the groundwork for the family members to control the province when he first became congressman in the second district in 1987 (Nawal 2015). He held on to the post for 20 years, except in 2004 and 2010 when his daughter Angel Amante took over the post.Even the siblings’ cousin, Ferdinand M. Amante, Jr., expanded the Amantes’ areas of control when he won as Butuan City mayor in 2010. Hepresently runs for a third term reelection this year (Mascariñas 2013).

Ritzer (2011) expounded that social capital refers either to “the capacity of an individual to obtain valued material by virtue of social relationships and group memberships or to the capacity of a plurality of persons to enjoy the benefits of collective participation, trust in institutions, or commitment to established ways of doing things.”The first one describes social capital obtained via relations. At the provincial level, the Amantes of Agusan del Norte benefited from this type of capital as those other politicians in other provinces in the country.

The same scenarios transpire at the municipality level. The lone municipality – Las Nieves – in the first district of Agusan del Norte, paired with Butuan City, has an incumbent mayor, Leny Rosales, who was born and grew up in Bohol. She won the 2013 mayoralty race as a successor to her husband whose term already reached its limit. During her husband’s terms as mayor, she worked at the municipal post office. She has no previous political post held, even at the barangay level. Her husband, Reinario Rosales, also rose to mayoralty post as successor to his step-brother mayor, Cristito Rosales.

Individual and collective action alike are enabled and constrained by the resources that actors can leverage within and between levels of social structure. The concept of social capital captures something that most sociologists consider an elemental truth—that the resources embedded in social structures facilitate individual and collective action, and generate flows of benefits for persons, groups, and communities (Ritzer 2011).

Bourdieu’s Economic Capital
Economic capital is not only ownership of the means of production, but all forms of material wealth (Ritzer 2011). Those who are incumbent officials are privileged enough to be the channels, if not the end, of the financial support accorded by the national administrative candidates. The president himself gets to piggyback the campaignof, and openly endorses his political allies within his political party while using government resources during his official activities around the country. Amante and Rosales reelectionists are in this boat.

To realize big-crowd political rallies or even simple caravan in 81 provinces in scattered islands in the country entail large budget that incumbent candidates can rely from their active national political machinery (institutional) and from their politician seniors (personal) who have already secured needed budget for reelections from years of sitting in the posts bequeathed upon them.

Bourdieu’s Cultural Capital
Cultural capital can be objectified in books, paintings, works of art, or technical artefacts; incorporated in skills, competencies, and forms of knowledge; and institutionalised in titles, such as honorable governor, honorable congressman or congresswoman, honorable mayor, among others. Bourdieu’s concept of cultural capital directs our attention to the means whereby social inequalities are generated through the classifying power of taste as expressed in the consumption of culture. Possession of specific forms of cultural capital is used to maintain social dominance over those who do not possess them (Elliot 2014).

The senior politicians’ institutionalized titles give their successor children the edge over newcomers. Their children will be introduced as the kid of honorable so and so. And they get the so called “special treatment,” which is very much a part of the Filipino hospitality. In a municipality in the second district of Agusan del Norte, Cabadbaran City, are three candidates for the mayoralty post. All of them are closely related to the Amantes, two women and a man. The first two women are the ex-wife Judy Amante of Representative Erlpe Amante and his rumored girlfriend, Katrina Mortola. The third candidate is the Amante family’s lawyer, Atty. Tolentino (Jimenez-David 2015; Nawal 2015; Serrano 2015).

Cultural capital explains the ability of the political family’s seniors to transmit their privileged status to their children, a process Bourdieu referred to as “social and cultural reproduction.” This is not only to the intergenerational reproduction of family status but also to the reproduction of larger systems of social inequality and of systems of cultural hierarchy (Ritzer 2011).

The accumulation of symbolic, social, economic and cultural capital does not permit egalitarianism in this respect, even though it may pay lip service to the principle: Privilege is misrecognised as merit, and cultural heredity determines the survival of the most fitting. The interrelated capitals combined definitely propelled the families of Amante and Rosales in their respective localities, helping shape the voters’ habitus in the field of politics.




Adorador, Danilo III. 16 May 2013. Liberal Party tightens grip on power in Caraga Retrieved on 16 April 2016 from

Elliot, Anthony. 2014. Contemporary Social Theory: An Introduction, 2nd ed. New York, USA: Routledge.

Giddens, Anthony. 2009. Sociology, 6th ed. UK and USA: Polity Press.

Jimenez-David, Rina. 11 August 2015. A. “telenovela” contest. Philippine Daily Inquirer. Retrieved on 14 April 2016 from website:

Macionis, John. 2012.Sociology, 14th ed. USA: Pearson Education, Inc.

Mascariñas, Erwin. 11 March 2013. Edelmiro Amante Sr. passes away at 79. MindaNews: This is OUR Mindanao. Retrieved on 17 April 2016 from:

Mythical Origin. Retrieved on 14 April 2016 from Agusan del Norte website:

Nawal, Alan. 14 October 2015. Siblings on opposing sides in Agusan Norte, CDO, Davao Sur polls. Philippine Daily Inquirer. Retrieved on 14 April 2016 from website:

Ritzer, George and Ryan, J. Michael (eds). 2011. The Concise Encyclopedia of Sociology. USA and UK: Blackwell Publishing Ltd

Ritzer, George. 2011. Max Weber. Sociological Theory, 8thed. New York, USA: McGraw Hill. Pp112-154.

Serrano, Ben. 10 August 2015. Lawmaker’s wife to run vs husband’s alleged mistress. Philippine Star. Retrieved on 16 April 2016 from


The Amante Family in the Government of Agusan del Norte

Congress man/woman
Second District Governor TERM in YEARS **
Edelmiro Amante, Sr. * Consuelo V. Calo 1978 – 1984
Edelmiro Amante, Sr. Jose T. Gonzalez 1984 –1987
Edelmiro Amante, Sr. Eduardo Rama, Sr. 1987–1992
Edelmiro Amante, Sr. *** Eduardo Rama, Sr. 1992 –1995
Eduardo Rama, Sr. Angel M. Amante 1995 – 1998
Roan Libarios Angel M. Amante 1998 –2001
Edelmiro Amante, Sr. Angel M. Amante 2001 – 2004
Angel M. Amante Erlpe John M. Amante 2004 – 2007
Edelmiro Amante, Sr. Erlpe John M. Amante 2007 – 2010
Angel M. Amante Erlpe John M. Amante 2010 – 2013
Erlpe John M. Amante Angel M. Amante 2013 – 2016
2016 –

* as Assemblyman
** starts and ends June 30
*** served as Executive Secretary to President Fidel V. Ramos

The Case of Family Planning Program in Barrio Calumpang

Case Synopsis

Barrio Calumpang is a village which was identified to have a problem on high birth rates which resulted to an increase in population in the area. Since the government considers population increase as a problem, they have decided to build a clinic primarily to counsel couples, in their child-bearing stage, regarding the government’s family planning program.

The government, in the persons of the POPCOM Officers, encountered the problem on the rejection of the change introduced to the couples in the village. The non-attendance of the target group in seminars, the misuse of the constructed clinic and of the contraceptives specially the condoms would signify the target group’s rejection of the program.

Why did the birth control clinic fail? What could be the factors that contributed to the failure?

Case Analysis

Failure of the government’s family planning program in Barrio Calumpang primarily boils down to the implementers’ (1) lack of holistic community assessment (2) guided by cultural sensitivity and (3) SMART principles as well as (4) culturally sound information-education communication. These four major deficiencies will be the focus of the foregoing analysis. Had there been data on such valuable information of what the community values and aspire for their children then the program approaches may be tailored fit along those lines.

To obtain holistic assessment data, series of community gatherings may have been conducted. Aside from the needed data as basis for the implementing guidelines, the physical meetings could build up the needed rapport between the possible beneficiaries and the implementers. The element of trust is essential to both parties that are to enter into an engaging relationship, which are more private in more ways, even among uninformed and misinformed urban dwellers.

To address (1) lack of holistic assessment data, there is a need to strategize. At the onset, the implementers’ calls for meetings should involve couples so both will be able to provide information. There is no need for one to explain what transpired in the meeting to the one left at home. Those who may be shy to voice out their ideas will surely be enlightened by the ideas from others in the group.

Mind-setting is a powerful tool in consciousness-raising and diffusion of a novel concept to a people such as family planning. Imposition of anything foreign will certainly be met with antipathy and indifference. And, studies have shown that humans are more of visual learners than auditory and tactile. Hence, the implementers may start off the gathering with a film showing, in an understandable language, about children and their bright future as individuals, belonging to equally better-off individuals in a community. Emphasis on fewer children in a family results to better health and more opportunities for them and their family, including the community. There is always that sense of community welfare to make it more of a community program that needs community participation for it to succeed.

Assessment questions may include (a) what to you are your children? Because if they answer “help in the farm,” then they may be enlightened with the idea that children’s ability to earn is bigger when they will be given the opportunities. And opportunities usually favor those who are able to reach higher education. Other information such as the families’ socio-demographic and economic profiles could be obtained during these gatherings. The people themselves may be able to point out among themselves that they need to lower down the number of their children.

Cultural sensitivity (2) through due consideration of the people’s language and values, allows residents of Barrio Calumpang to understand the goals of the program. They may be able to express their sentiments as well because they will feel included than otherwise. The case emphasis on the non-use of condoms is equated to the program’s failure, which may just be non-preference of the method, whether barrio or non-barrio residents. There are a number of methods available in both artificial and natural family planning that are approved by World Health Organization and the country’s Department of Health. The availability of these family planning methods allows users to choose the one that best suits their preference, for whatever reasons. This is what pro-choice is all about.

Hence, there is a need to explain each of the method available, with both of the corresponding advantages and disadvantages. For the artificial family planning methods, there are hormones (oral p ill or injectable), barrier (intrauterine device aside from condom), and surgical methods (vasectomy and tubal ligation). If there is a need for a demonstration and return demonstration of a particular method, it has to be conducted. This is more effective way of diffusion of the knowledge and skills’ based family planning methods. These methods somehow empower the users in their ability to choose for themselves. The decision they make put them responsible for their children, for their families, for their community.

Of importance to family planning counselling is privacy for the client during the process. In the clinic is a nook, away from other clients, purposely for family planning method counselling. This way, the conservative clients will be able to express their thoughts about certain methods. Implementers have to be trained well in the program’s policies. And the supervisors have to be dynamic in rounding various family planning centers to ensure correct implementation of the program. Just as what Lynn White stated that culture results from technology multiplied by energy. How people do things, like family planning use, largely depend on their technology (FP methods) and the people who carry out the program, the implementers as human resource.

SMART principles (3) propel the program to achieve its goals in a specific, measurable, attainable, realistic and timely manner. The whole action plan of the program will now have sturdy backbone, with the assessment data gathered. Each of the content will be thought of and stated along the SMART components, without forgetting the cultural sensitivity aspect. This shows that culture is integrated. Specific goal has to be stated in vernacular. The specific the goal, the simple it is to understand, especially among residents in a barrio. Measurable can be manifested through the film shown with fell number of children that result to the learners’ better future and more opportunities.

Attainable goals boost the confidence of the clients whenever they have already met the goals. For instance, when the FP users who get pregnant in less than six months post-partum have already passed one year without being pregnant, there is that sense of pride in what was achieved. This has bearing with being realistic, since the latter paved the way for the goals’ attainment. Then the introduction of family planning methods will be too timely as there is high fertility in Barrio Calumpang. It will also be time-bound since pregnancy matters count months or weeks. And so is spacing of pregnancies.

All these principles will be facilitated more when there is presence of the characteristics of adoption of innovation, namely: relative advantage, compatibility, complexity, divisibility and communicability. There is certainly a relative advantage in the use of family planning methods as the latter hasten birth spacing or non-pregnancy at all. Indeed, change can be initiated from within or borrowed from others.

Since there is proper data collection, compatibility is assured. The goals will jive with the people’s culture. The complexity is easily simplified for those who are first-timers and those with relatively low educated. When the implementers are able to subdivide their tasks to meet the goals in a schedule that both parties agree, then the need for divisibility is met. And when the vernacular is used, communicability of ideas is highly probable.
Culturally sound (4) information-education communication (IEC) is a premium to the success of the government’s family planning method. There is a need to make the people understand well the new ideas through proper IEC. When the concepts are communicated in the vernacular, there is a higher probability that the people will consider it. And when the skills’ development by return demonstration, have been conducted in culturally-sensitive manner, then goals’ distance becomes nearer as the days unfold.

Aside from the vernacular language, the implementers can make use of local and indigenous materials within the barrio do the residents will not be chided with the methods. The eggplant or banana can be used in the demonstration of proper condom use. And the implementers have to do the demonstration in a matter-of-fact, non-nonsense manner to convey seriousness of the goals. For sterilization methods, the reproductive systems can be drawn in a huge manila paper so they can appreciate well what will transpire in the cutting off of vas deferens in vasectomy and the fallopian tubes for the bilateral tubal ligation.

All these identified factors, with their deficiencies in the above case program implementation, could help in the betterment of the next cycle of government program or of the enhancement of the already existing program as a resource. Most of them are very much integrated and value-laden. But, each can be easily learned, when the barrio residents become receptive and they open themselves to welcome the change. The suggestions laid here have been highly participative to do away with the derisive impositions. This way, the residents will not be culture shocked and be culturally offended in any way. Even highly educated people would not welcome any change that they do not completely understand. Hence, empathy is really needed among implementers, who have to be chosen well on the basis of their personality disposition and trainings.

+++ This was submitted, as one of the minor requirements for SocioCultural Change Course, to Dr. Erlinda Burton, Professor, Xavier University-Ateneo de Cagayan, Philippines